AI investors look beyond chips
Japan’s SoftBank unveils $100bn US investment plans, fervour around Nvidia cools as investors look to AI’s next winners, and Europe launches its most ambitious space programme in a decade. Plus, in Sy...
17 Des 202411min
Arm and Qualcomm head to court
Germany’s Olaf Scholz is expected to lose a confidence vote in parliament on Monday, and Arm and Qualcomm’s bitter legal feud over chip design licensing is heading to trial. The London Stock Exchange ...
16 Des 202411min
Swamp Notes: Europe in the age of America First
Europe has been able to predictably lean on the US for decades. But Donald Trump used tariffs and other economic threats to test those assumptions in his first term, and he looks set to do so again. T...
14 Des 202415min
The dangers of investor groupthink
HSBC is reviewing its retail banking operations outside the UK and Hong Kong, and the European Central Bank cut interest rates by a quarter-point to 3 per cent. The FT’s markets columnist Katie Martin...
13 Des 202413min
Microsoft bets on AI healthcare
European Nato members are holding talks about increasing the alliance’s target for defence spending, Microsoft’s artificial intelligence head Mustafa Suleyman is building a team focused on consumer he...
12 Des 202413min
Can big oil escape the ‘valley of death’?
Qatar’s sovereign wealth fund prepares for a petrodollar windfall, while oil majors scale back their $18bn power generation push. Israeli Prime Minister Benjamin Netanyahu begins testifying in a corru...
11 Des 202410min
Vanguard doubles down on wealth management
Hiring has fallen more sharply in the UK than in other big economies over the past year, Vanguard will break its advisory business into a separate unit, and Israel has taken more Syrian territory. Plu...
10 Des 202411min
Syrian rebels topple Assad regime
Syrian President Bashar al-Assad has resigned and fled the country and South Korean prosecutors have opened an investigation into the country’s president, Yoon Suk Yeol, on charges of treason and abus...
9 Des 202410min
