A surprising winner in the US-China chip wars
The US and China’s battle for dominance in the semiconductor industry is having some surprising knock-on effects: Companies are looking to insulate their supply chains from rising geopolitical tension...
3 Apr 202418min
A radical change for the US Treasury market
The past several years in the US Treasury market have not been what you’d call smooth sailing. Three crises in a decade recently pushed regulators to introduce important changes to the world’s largest...
27 Mar 202415min
Listener mailbag with the Unhedged podcast
More questions — more answers! We’ve partnered with the FT’s Unhedged podcast for a special two-part episode, fielding questions you have submitted about markets and finance. The host of Unhedged, Eth...
19 Mar 202424min
Are penny stocks getting the memestock treatment?
Penny stocks are having a moment. In recent months, little-known companies with names such as Bit Brother and Phunware have been among the most traded stocks in America’s public markets, surpassing co...
13 Mar 202417min
How JPMorgan thrived amid a banking crisis
It’s been a year since Silicon Valley Bank’s collapse left everyone worried that the US’s banking sector sat on shaky ground. Despite that turmoil, one bank stands out: JPMorgan Chase. The largest ban...
6 Mar 202417min
Is OpenAI’s business model sustainable?
OpenAI is one of the fastest-growing companies ever, thanks to its artificial intelligence chatbot, ChatGPT. But costs to train and run the models that underpin that technology are steep. And chief ex...
28 Feb 202417min
Hedge fund pioneers face signs of a reckoning
Billionaire financiers such as Ken Griffin pioneered what’s known as the multi-manager model for hedge funds, where big spending begets big returns. In 2022, Griffin’s Citadel became the best-performi...
21 Feb 202416min
Why Elon Musk is breaking up with Delaware
A Delaware court recently struck down Elon Musk’s $56 billion Tesla pay package. Soon after, Musk took to his social network X and offered some advice: “Never incorporate your company in the state of ...
14 Feb 202415min
