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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
CEO projects share of sales will double as companies integrate technology into operations
April 23, 2024
News in-depthGlobal inflation
Central bankers see ‘immaculate disinflation’ within reach
...“The 2021-2023 inflation surge across advanced economies was different because it mainly reflected adverse supply shocks, rather than strong aggregate demand,” said Saunders....
March 19, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Travel & leisure industry
Spain supplants UK as top hotel investment destination amid buoyant demand
...“The long-term projections for tourism numbers in Europe suggest that projected supply levels [in the region] will be inadequate to satisfy this demand,” he added....
April 14, 2024
Apple Inc
Apple accused by Congo over conflict minerals in iPhones
...Various armed groups control strategic supply chains into Rwanda and Uganda, analysts and Congolese officials say....
April 25, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
April 10, 2024
Paris Olympics
Parisians struggle to cash in on Olympic Games rentals
...However, their plans to rent their homes to tourists at high prices during the sacrosanct French August holiday period are being dashed as supply outstrips demand....
April 20, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
LexTesla Inc
Robotaxis are not the solution to Tesla’s problems Premium content
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
April 23, 2024
Moral Money
Tesla share price surge highlights electric vehicle investors’ jitters Premium content
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
April 26, 2024
Apple Inc
Apple removes WhatsApp from China store under pressure from Beijing
...Apple is now trying to diversify its supply chain, relocating parts of its production to countries such as India....
April 19, 2024
LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
...Homeowners who have locked in on low mortgage rates are reluctant to sell, limiting the supply of houses for sale....
April 2, 2024
Futures contracts
Goldman and Citadel Securities back Lutnick’s renewed tilt on futures market
...Futures trading has boomed in recent years as rising US government borrowing has boosted the supply of bonds and leveraged investors have increasingly traded the so-called “basis” to profit from the tiny...
April 25, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...The shorthand equation is PY = MV, or: Price level * Real output = Money supply * Velocity of money This is the same as: Nominal output = Money supply * Velocity of money So, yes, velocity of money —...
February 28, 2024
Financial services
How’s the PE Winter looking?
...this, saying: . . . as of January 2024, approximately 14,500 funds across the industry were on the road seeking $3.2 trillion in capital and only $1 closed for every $2.40 targeted, marking the worst supply...
April 25, 2024
Apple Inc
Tim Cook praises China’s ‘critical’ role in Apple’s business
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
March 21, 2024
Special ReportNorth America Innovative Lawyers
In-house lawyers pick up pace on generative AI and supply chains
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
December 5, 2023
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Tesla Inc
Tesla shares rise on plans to accelerate launch of ‘more affordable’ models
...It has continued to cut prices for its most popular models as unsold-vehicle inventory piles up: that measure rose to 28 days of supply from 15 days a year ago....
April 24, 2024
LexTesla Inc
Elon Musk is still intrinsic to Tesla’s future Premium content
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
April 2, 2024
Technology sector
Taiwan’s Acer and Asustek step up ‘Make in India’ plans
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
February 12, 2024
Disrupted Times
Brussels blasts Big Tech
...Russia’s enriched uranium makes up 30 per cent of EU supply....
March 25, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
April 15, 2024
Japanese business & finance
Japan’s small EV battery suppliers feel the heat in race for scale
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
April 24, 2024
Aircraft manufacturing
How the crisis at Boeing is threatening a historic Belfast factory
...Seventy per cent of the UK’s so-called gold standard aerospace and defence supply chain businesses are located in the region....
March 10, 2024
Big Tech
Microsoft and Alphabet enjoy AI-powered gains from cloud divisions
...Such is the rapid growth in demand for AI services from start-ups such as OpenAI and Anthropic, as well as from large corporate customers, that many necessary components including chips and power supplies...
April 26, 2024
The Big Read
The dubious climate gains of turning soil into a carbon sink
...For farmers and the food companies they supply, he adds, “the cost of doing it can outstrip the value of the carbon.”...
January 23, 2024
LexApple Inc
Apple is not the only company backing away from driverless cars Premium content
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
March 7, 2024

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