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The Big Read
AI boom catapults Nvidia into tech’s big league
...The jolt from its earnings also touched off a wider stock market rally, pushing the S&P 500 index above 5,000 to a new record high....
February 23, 2024
Social affairs
UK civil service boss and spy chief quit male-only Garrick Club
...Simon Case, who as cabinet secretary is responsible for half a million civil servants, and spy chief Richard Moore on Wednesday separately said they resigned from the club after facing criticism for their...
March 20, 2024
FT Live
FTWeekend Festival: U.S. edition
Where the Financial Times weekend paper comes to life
Saturday, 4 MayThe REACH, at the Kennedy Center for the Performing Arts, F Street Northwest, Washington, DC, USA
Opec
Global oil market likely to be ‘extremely tight’, says Citadel
...Oil markets are set to become “extremely tight” in the second half of this year, according to hedge fund giant Citadel, as Opec+’s control of the market allows it to keep prices high....
April 8, 2024
ReviewAlbums
Dani Howard: Orchestral Works — energising and ecstatic
...All Howard’s musical fingerprints are to be found here, with the addition of a vivid solo trombone part played with virtuosity by Peter Moore, and a ruminative slow movement that roots the concerto in a...
March 27, 2024
Elaine Moore
Despite existential crisis, new media start-ups keep coming
...elaine.moore@ft.com...
February 25, 2024
LexElaine Moore
The Lex Newsletter: AI hits the top line Premium content
...Supposedly, the Magnificent Seven stocks responsible for two-thirds of the S&P 500’s gains in 2023 were about to be eclipsed as the artificial intelligence hype cycle slowed....
February 9, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
UK economy
Rise in civil engineering activity boosts UK construction sector
...“The marginal overall rise in total construction activity ended a six-month period of contraction,” said Tim Moore, economics director at S&P Global Market Intelligence....
April 5, 2024
Transcript
Transcript: Tech stock winners
...I think 2024 could be the year in which the S&P 493 outperforms the Magnificent Seven....
January 9, 2024
Transcript
Markets, elections and AI in 2024
...We got the S&P 500 up sort of well over 20 per cent for the year. You know, this is a really serious rally....
January 2, 2024
ReviewFilm
May December film review — Natalie Portman inhabits Julianne Moore in arch comic drama
...The creative partnership of filmmaker Todd Haynes and Julianne Moore stretches back to 1995’s Safe, their dual-breakthrough portrait of a housewife made ill by contemporary life....
November 16, 2023
Letter
Letter: Happiness is more than beanbags or pizza Fridays
...Richard SteinChief Growth Officer, Amazing Workplace, Bend, OR, US...
March 29, 2024
Construction sector
UK construction activity stabilises on back of falling inflation
...Tim Moore, economics director at S&P Global Market Intelligence, said last month marked “the best performance for the construction sector since August 2023” but cautioned that contractors were still feeling...
March 6, 2024
LexArtificial intelligence
How ‘open’ is generative AI really? Not very Premium content
...The sector’s share of the S&P 500 is close to a record. It did not reach that size by sharing all of its products for free. elaine.moore@ft.com...
April 17, 2024
LexTech start-ups
Venture capital dry powder has nowhere to go Premium content
...elaine.moore@ft.com...
April 12, 2024
FT SeriesThe world’s best house museums
House museums #57: Pearl S Buck
...Buck bought her home in 1934 when she moved back to the US, divorced her first husband and married her publisher, Richard Walsh, in quick succession....
March 2, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
News updates from February 6: US court denies Trump presidential immunity, Boeing jet in Alaska Airlines blowout was missing bolts
UK construction sector optimism hits two-year high
...Tim Moore of S&P Global Market Intelligence said construction companies were “increasingly optimistic that the worst could be behind them soon as recession risks fade and interest rate cuts appear close...
February 6, 2024
Unhedged podcast20 min listen
Tech stock winners
...Also we go long the rest of the S&P 500 and short AI chatbots....
January 9, 2024
News updates from February 5: King Charles diagnosed with cancer, McDonald’s blames war on weak sales
UK business activity expands faster than estimated
...Tim Moore, of S&P Global Market Intelligence, said the UK services sector was gaining momentum “as receding recession risks and looser financial conditions led to greater willingness to spend”....
February 5, 2024
ReviewTheatre
The Divine Mrs S, Hampstead Theatre, London review — entertaining portrait of an actress ahead of her time
...It’s her brother, the theatre manager and notably less talented actor, John Philip Kemble, who gets Hamlet, Lear, Richard III....
April 3, 2024
ReviewAlbums
Bertrand Chamayou: Letter(s) to Erik Satie album review — dreamy and hypnotic
.... ★★★★☆ ‘Letter(s) to Erik Satie’ is released by Erato...
November 17, 2023
LexApple Inc
Apple’s buyback bonanza could be casualty of antitrust crackdown Premium content
...elaine.moore@ft.com...
March 27, 2024
News updates from January 5: US jobs market strengthens in December, Chinese shadow bank Zhongzhi files for bankruptcy
UK construction downturn eased in December, survey finds
...Tim Moore of S&P Global Market Intelligence said high borrowing costs and low market confidence were the main factors behind falling sales volumes across the construction sector in the second half of 2023...
January 5, 2024
News updates from January 4: US air strike kills Iran-backed militia commander, German inflation rises to 3.8%
UK services growth expands at fastest rate in 6 months
...Tim Moore, economics director at S&P Global Market Intelligence, which compiles the survey, said: “The UK service sector ended last year on a high, with business activity growth accelerating to its fastest...
January 4, 2024
LexElaine Moore
The Lex Newsletter: New York officials take on San Francisco’s Airbnb Premium content
...Airbnb’s share price has sailed past the S&P 500 index this year. But it is down 43 per cent from its November 2021 high point....
October 25, 2023
UK economy
UK wage growth expectations fall to 2-year low
...Tim Moore, economics director at S&P Global Market Intelligence, which compiles the survey, said: “The recovery in service sector output lost a little bit of momentum during March, and more so than suggested...
April 4, 2024

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