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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
...“But that doesn’t mean that they are not committed to it . . . The rhetoric is a lot more cautious.”...
April 23, 2024
Lex PopuliInvestments
If you like a company, should you buy its shares?
...After a successful debut, user interest hasn’t translated into a rising share price. But tech platforms like having users on board....
April 19, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...And its chief executive went further today in comments to the New York Times’s DealBook: “It’s quite clear to us that they don’t understand how consumers shop today and they don’t understand the dynamics...
April 23, 2024
LexElectric vehicles
Slumping EV sales should not ring alarm bells in Europe — yet Premium content
...Countries such as Germany dropping subsidy schemes hasn’t helped. But as sticker prices decrease, more drivers should still convert....
April 23, 2024
FT Alphaville
Doug Cifu has let FT Alphaville down
...They don’t want to be told where to trade....
March 13, 2024
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
...It hasn’t worked out that way....
March 19, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Airlines
US airlines under fire for raising baggage fees again
...“It doesn’t do anybody any favours.” Those fees have gone up again. Delta Air Lines last week raised the price of checking in a first bag from $30 to $35....
March 10, 2024
LexLive Nation Entertainment Inc
Live Nation deserves to face the antitrust music Premium content
...Live Nation investors might find — like Swift herself — that a break up doesn’t have to be all bad news. pan.yuk@ft.com...
April 18, 2024
Life & Arts
More TikTok vicar?
...The Archbishop of Canterbury doesn’t have an account but a video of him saying “Oh God” at the funeral of the late Queen has been viewed millions of times....
April 21, 2024
Investments
Behold, the Basquiat bond
...If this wasn’t provocative enough, bondholders were then told that they should brace themselves for haircuts....
April 12, 2024
LexIntuit Inc
AI boom can even work on your taxes Premium content
...As befits an AI proxy, Intuit doesn’t look cheap on 36 times forward earnings. Smaller rival H&R Block trades on a multiple of only 12 times....
April 22, 2024
Rutherford Hall
Never call yourself a futurist
...WhatsApp to WesPete: Ha, no I wouldn’t call myself a futurist. Just a comms guy with an eye on the horizon. Maybe a near term realist....
April 8, 2024
Due Diligence
The billionaire, TikTok and Trump Premium content
...While the group has invested $3.5bn in more than 350 Chinese start-ups, it somehow hasn’t come under fire in Washington yet, even while rivals like Sequoia Capital and GGV Capital have faced scrutiny....
April 24, 2024
Unhedged
NYCB won’t be the last rates accident Premium content
...You can’t, as they say, make this stuff up....
March 6, 2024
FT Magazine
The delivery rider who took on his faceless boss
...But his colleagues weren’t bothered. They’d found that the app’s software didn’t reward honesty or responsible behaviour. It prized speed....
March 15, 2024
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Rutherford Hall
Our clients don’t want to hear from Tories anymore
...— seriously you can’t build an acronym with those letters. I don’t even think it’s a Wordle answer. I want something in the next couple of weeks....
March 18, 2024
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...If Tesla weren’t the only pure-play publicly traded meme stock for a man with a $44bn loudhailer, they probably would be....
April 17, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...But don’t expect many personal bests in the near term. Flutter looks a worthwhile bet on US growth In any other sector, a market share of more than 50 per cent might lead to complacency....
March 29, 2024
Cryptofinance
BlackRock Buidls back better Premium content
...Investors can custody their tokens at places such as Coinbase and Anchorage while BNY Mellon custodies the T-bills....
April 12, 2024
FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...“We don’t have much control over what will happen, and are never likely to,” says Cowen. So we should embrace it....
April 19, 2024
Cryptofinance
The US’s calming effect on bitcoin Premium content
...Anyone blundering into the market with the finesse of a drunken sailor won’t stay in profit for long....
April 5, 2024
Unhedged
What’s wrong with Apple? Premium content
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
April 2, 2024
LexMacy's Inc
Macy’s turnaround plan won’t recapture the old magic Premium content
US retailer’s central problem is the products it sells and the environments in which it sells them fail to appeal
February 28, 2024
Disrupted Times
Brussels blasts Big Tech
...Judging by the record share prices enjoyed by some of these companies in recent months, Wall Street doesn’t believe it either....
March 25, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...At a high level, there isn’t a dead-obvious rates story here: Various explanations have been mooted....
March 28, 2024

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