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Unhedged podcast17 min listen
Wall Street bets on Reddit
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
March 28, 2024
US Dollar
Hedge funds ditch bearish dollar bets as US ‘exceptionalism’ fuels rally
...FX strategists at JPMorgan, another big foreign exchange trading bank, said that in futures markets, short positions on the dollar had now “neutralised”....
February 8, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Rutherford Hall
Never call yourself a futurist
...Where can we go in five years with radiomics, robotic process automation, Crispr gene editing, technology in primary care? This is the last mile of healthcare....
April 8, 2024
Unhedged podcast17 min listen
Will commercial real estate hurt regional banks?
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X....
February 1, 2024
Tesla Inc
A Balkanisation threat for the Muskonomy
...Now he’s “uncomfortable growing Tesla to be a leader in AI & robotics without having ~25 per cent voting control.”...
January 26, 2024
Unhedged podcast20 min listen
Big Tech roundup: Tesla, Nvidia, Apple and more
...For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter....
November 14, 2023
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Inside BusinessRichard Waters
The Elon Musk pay dilemma
...Otherwise, he suggested, he would shift his AI and robotics efforts to his other corporate ventures instead....
February 1, 2024
Tesla Inc
Tesla shares drop 12% after sales growth warning
...Musk said in the earnings call that he “sees a path to create an AI and robotics juggernaut of truly immense capability” and “where Tesla could one day be the most valuable company in the world”....
January 25, 2024
Deepmind Technologies Ltd
Google DeepMind researchers use AI tool to find 2mn new materials
...“While the robotics of the A-lab is cool, the real innovation is the integration of various sources of knowledge and data with A-lab in order to intelligently drive synthesis,” he said....
November 29, 2023
Unhedged podcast17 min listen
Three IPOs test the market
...For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X, formerly Twitter....
September 14, 2023
Unhedged podcast20 min listen
The 2023 Unhedged stock draft
...For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter....
July 13, 2023
Unhedged podcast15 min listen
Uber finally delivers
...For a free 90-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on Twitter....
August 3, 2023
Artificial intelligence
Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia
...Dojo is designed to process visual data that can lay the foundation for vision-based AI models such as robotics, healthcare and security....
September 11, 2023
Media
Disney and Charter settle dispute that blacked out TV programming
...The agreement includes a smaller, “more curated” line-up of Disney networks, including the full suite of ESPN sports channels, FX, and Nat Geo, among others....
September 11, 2023
Aerospace & Defence
Ukraine war puts spotlight on tech-led defence companies
...Väärsi said the transaction meant the company would be able to keep pace with the developments in the robotics market....
May 10, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Special ReportJapan and Sustainability
Care homes in Japan use big data to boost caregivers and lighten workloads
...Kayo Uemura, an associate at Development Bank of Japan who advises government on robotics in nursing, says the tens of thousands of small businesses that make up Japan’s elderly care sector have been slow...
July 2, 2023
UnhedgedRobert Armstrong
Why homebuilders have rallied Premium content
...For FX, the implications for the USD are not clear....
May 10, 2023
LexStreaming services
TV shows: record number threatens to overwhelm viewers Premium content
...In 2022, a record 599 scripted US TV shows aired, according to data from FX Networks Research. This is more than double the number 10 years earlier....
May 11, 2023
European banks
A Suisse twist
...movements), plus DNB, Barclays and Natwest (all on FX movements and a contraction in corporate deposits)....
March 15, 2023
The Weekend Essay
How will TV’s streaming wars end?
...In 2015, John Landgraf, chair of America’s FX Networks, began keeping a running tally of the number of new original series released in the US every year....
October 7, 2023
UnhedgedRobert Armstrong
Beyond Bed and Bath Premium content
...One way to see this, adds FX veteran Karthik Sankaran, is in the fact that the currency composition of reserves looks a lot like the currency composition of global lending....
April 24, 2023
Legal services
In-house legal work: best practice case studies
...The team is working through more than 100 processes that it aims to automate with robotics....
December 6, 2022
LexTesla Inc
Tesla: share price recovery depends on revenue, not robots Premium content
Futuristic robots are not what investors in the electric car maker care about
September 22, 2022
Tesla Inc
Elon Musk unveils Tesla’s humanoid robot prototype
Chief executive says ‘Optimus’ should soon be able to walk and one day will carry out a range of jobs
October 1, 2022
ETF HubLatest news on ETFs
Thematic fund resilience and inflows confound critics
...They have the potential to evolve into sectors,” argued Li, citing robotics and cyber security as early examples. “These can be long-term investment opportunities....
October 24, 2022

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