BUSINESS
The war over tail risks is in full swing
Trump’s financial fight with insurers will affect business confidence as much as the kinetic battle
ARTIFICIAL-INTELLIGENCE
How can we tell good AI from bad?
More lessons from the jagged frontiers of new technology
BUSINESS
Now it’s Paramount that faces one battle after another
Media mogul David Ellison has bagged the prize — but the deal needs to work for shareholders
BUSINESS
Why Hormuz will haunt us long after this war ends
Iran has shown that control of the strait gives it a stranglehold over the world economy
BUSINESS
Are markets being too complacent about the Iran war?
Sometimes crises do not blow over as investors might hope
BUSINESS
Iran, private credit and the echoes of 2008
The investor exodus is unnerving, but the wider financial system is better prepared for shocks
BUSINESS
Oil fears hit Asian stocks harder than profits
Reaction reflects possibility of sustained supply disruption and prolonged surge in crude prices
BUSINESS
The usefulness of useless knowledge
Politicians aren’t the best judges of the merits of scientific research
MARKETS
Iran war will leave a complex geoeconomic legacy
Markets suggest the ramifications are likely to drag on and spread
BUSINESS
Japan’s playbook on raw materials security is worth taking global
The country has been ahead of others in heeding the danger of China’s stranglehold on critical minerals
BUSINESS
Which leading economies will pay the biggest price for the Iran war?
American consumers will feel pain at the petrol pump, but US is a net energy exporter unlike its European allies
BUSINESS
Why oil at $200 a barrel is no longer unthinkable
If supply disruptions persist, holders of stockpiled reserves can’t be relied on to fully cushion the impact
BUSINESS
Can Nvidia’s margins last?
Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
BUSINESS
Martin Wolf: The cynical opportunities of ‘Epic Fury’
With this US administration, the best bet is that a business deal is to be reached with Iran
BUSINESS
What will war in Iran do to the global economy?
Conflict has exposed how much growth depends on energy supplies through the Strait of Hormuz
ARTIFICIAL-INTELLIGENCE
Howard Marks: The challenge of pricing AI’s impact
The pace at which developments in the technology are occurring is unlike anything we’ve seen before
TECHNOLOGY
Tech groups turn to more chip-backed loans to fund AI arms race
Investors attracted by high yields as companies look to shift debt off their balance sheets
BUSINESS
The AI doomers aren’t done yet
Plus AMD and Meta
BUSINESS
AI upheaval puts software investors on edge
Markets weigh whether incumbents will adapt — or be sidelined by AI agents
BUSINESS
Donald Trump’s new flat-rate tariff is a boost for India, China and Brazil
US allies, including the UK, the EU and Japan, hardest hit after Supreme Court rules against previous levies
BUSINESS
Nobody knows very much about where alpha comes from
Academic and computer-generated stock predictors show similar performance. Knowing the reason behind their success offers little advantage. Quantitative investors should focus on data-driven strategies rather than theoretical explanations
ARTIFICIAL-INTELLIGENCE
Is an AI price war about to begin?
Assumptions underpinning valuations of big US groups might be too optimistic
BUSINESS
The crypto-loving billionaire and the $400mn ‘perfect fraud’
Businessman Ricardo Salinas thought he was dealing with financial royalty, but found himself in a transatlantic legal fight
BUSINESS
If US regulators won’t hold auditors to account, will the courts?
Trio of cases provides rulings on how responsible accountants are for spotting fraud and errors
