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Technology sector
Thiel, Bezos and Zuckerberg join parade of insiders selling tech stocks
...Amazon founder Bezos sold 50mn shares worth $8.5bn in the ecommerce group in February....
March 24, 2024
Cloud computing
Tech giants pour billions into cloud capacity in AI push
...Alphabet and Amazon were vaguer in their earnings reports about the impact of their AI investment....
November 5, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Unhedged
The Magnificent 7 value trade Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
January 30, 2024
The Oscars 2024: all you need to know podcast19 min listen
‘20 Days in Mariupol’ director Mstyslav Chernov
...v=gvAyykRvPBo – The FT’s 5-star review of 20 Days in Mariupol: https://on.ft.com/49MWvED – An FT profile of a number of Ukrainian documentarians, including Mstyslav, Maciek Hamela (In The Rearview) and...
February 12, 2024
AI and jobs
Tech companies axe 34,000 jobs since start of year in pivot to AI
...“When we talk about Amazon, Meta, Google, it’s a very different type of lay-offs.”...
February 11, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Artificial intelligence
Biggest tech companies pledge to fight AI-created election ‘deepfakes’
...Amazon, Google, Meta, Microsoft, TikTok and OpenAI were among 20 tech companies that said on Friday during the Munich Security Conference they would work together to combat the creation and spread of content...
February 16, 2024
LexWalmart Inc
Walmart is coming for your TVs Premium content
...But it shows Walmart is serious about building a rival to Amazon Prime....
March 2, 2024
News in-depthBig Tech
Investors to look for AI-powered gains during Big Tech earnings season
...Analysts at Jefferies predicted that Amazon would launch an “all-out offensive to catch up in AI” this year. It launched Amazon Q, an AI-powered assistant for users of its cloud services, in November....
January 22, 2024
Simon Edelsten
Where next for the Magnificent Seven?
...Nvidia leads in the manufacture of advanced semiconductors; Microsoft and Amazon provide cloud-hosting....
January 23, 2024
LexApple Inc
Apple is not the only company backing away from driverless cars Premium content
...elaine.moore@ft.com...
March 7, 2024
Special ReportNorth America Innovative Lawyers
Standout examples of in-house lawyers’ work
Case studies in best practice among general counsel and company legal teams in North America
December 5, 2023
Unhedged
What’s wrong with Apple? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com Apple the formerly magnificent Only five of the Magnificent 7 tech stocks are performing magnificently in 2024....
April 2, 2024
Unhedged
Amazon vs Apple Premium content
...Email me: robert.armstrong@ft.com. Amazon vs Apple This is interesting: That’s the relative performance of Amazon and Apple since the beginning of 2015....
August 4, 2023
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Increasing returns I used to think competition was a stronger economic force than it really is....
February 5, 2024
FT Live
Commodities Asia Summit
Enabling decarbonisation in a time of disrupted trade flows
Wednesday, 6 NovemberSingapore
Unhedged podcast20 min listen
Big Tech roundup: Tesla, Nvidia, Apple and more
...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
November 14, 2023
Unhedged
Is Uber’s buyback a good idea? Premium content
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. Is Uber’s buyback a good idea? Yesterday Uber announced a $7bn buyback authorisation as part of a larger investor update....
February 15, 2024
Global Economy
ZIRP: good, actually!
...We’re not going to mention Amazon blowing $1bn on Rings of Power, because some of us actually quite liked it (ducks)....
September 19, 2023
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Any thoughts welcome: robert.armstrong@ft.com and ethan.wu@ft.com. Tesla and the unsettled EV market Yesterday we wrote about one of two faltering Magnificent 7 stocks, Apple....
April 3, 2024
Moral Money
Walmart and DoorDash shun UN human rights rapporteur Premium content
...Amazon replied that its average hourly pay “for regular front-line employees” was now above $20.50....
November 1, 2023
OpenAI
Is ChatGPT good at day trading? Probably not
...ChatGPT was keenest that day on Microsoft, Nvidia, Alphabet, Amazon and Paypal. Its sells were Halliburton, Norwegian Cruise Line, Royal Caribbean, United Airlines and Macy’s....
March 28, 2024
Due Diligence
Could the ‘trustbusters’ be making a comeback?
...There’s another huge test around the corner for antitrust watchdogs: the FTC’s lawsuit against Amazon, which could be a deciding moment for the agency’s chair Lina Khan and her fight against Big Tech....
December 19, 2023
LexJune Yoon
The Lex Newsletter: TikTok wants to be Amazon for Gen Z Premium content
...Enjoy the rest of your week, June YoonLex Asia editor lexfeedback@ft.com...
September 20, 2023
Skin in the GameStuart Kirk
S&P exceptionalism versus ‘expensiveism’
...Email: stuart.kirk@ft.com; Twitter: @stuartkirk__...
February 9, 2024
LexEcommerce
Ecommerce: TikTok’s high views are no match for Amazon’s logistics Premium content
...And it is years behind Amazon’s investment in logistics....
June 26, 2023

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