BUSINESS
Gold miners outstrip AI, bitcoin to put ‘unloved’ industry in spotlight
Stock outperformance is set to unlock bumper profits but sparks concern about repeat of financial indiscipline
BUSINESS
Japan has an ‘enshortification’ problem
An ageing workforce is affecting all sorts of professions
BUSINESS
Brace for a market melt-up
Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end
BUSINESS
The populist shadow hanging over central banks and QE
The massive bond purchases are being unwound at a time of fierce political criticism of the monetary authorities. The controversy could limit options in future crises
BUSINESS
OpenAI’s computing deals top $1tn
Partners including Nvidia, AMD and Oracle have signed up to Sam Altman’s huge bet on the future of artificial intelligence
TECHNOLOGY
America is now one big bet on AI
It’s seen as the magic fix for every threat to the US economy
BUSINESS
Impact of Trump tariffs is beginning to show in US consumer prices
Trade levies are starting to drive up costs for goods from cans of soup to car parts
BUSINESS
Buffett faces off against himself in Occidental carve-up
The sage of Omaha is playing both sides in a $10bn petrochemicals deal
BUSINESS
There’s value in value stocks
There is more to life than growth and tech
BUSINESS
GDP - AI = 0?
Plus, who is paying the tariffs
BUSINESS
Martin Wolf: A world with two predatory superpowers
Nations must work out how to contend with Trump’s America and China
BUSINESS
China’s Alibaba is a late entrant to the AI pantheon
For now the big difference with the Metas and Googles is that China’s tech giants remain largely domestic beasts
BUSINESS
How Nvidia’s Jensen Huang became AI’s global salesman
The chipmaker’s chief executive is urging countries to establish their own ‘sovereign’ AI ecosystems — but one which relies on its technology Link To FT.com: https://www.ft.com/content/179cc3bb-9d03-49a4-af20-049b03875379
BUSINESS
Foreign buyers bet South Korea is the new Japan
As Kospi rallies, efforts to reform country’s poor corporate governance give foreign investors new hope
BUSINESS
Defending defence is the hot new strategy in ESG investing
Europe’s aerospace and defence sector is up more than threefold since Russia invaded Ukraine in February 2022
BUSINESS
Stablecoin issuer Circle examines ‘reversible’ transactions in departure for crypto
President says sector should learn from traditional finance and allow refunds in cases of fraud or disputes
BUSINESS
The wrong kind of maths
Why the mathematics used in economics for decades needs a rethink
BUSINESS
RIP to safe havens
When the going gets tough, investors are struggling to find a place to hide
BUSINESS
Nvidia and OpenAI are mostly performing for the algorithm
If Monday’s deal seems performative, perhaps that’s the point
BUSINESS
Missing: services disinflation
And QT rolls on
BUSINESS
Peak oil is coming — but nobody seems to know when
The point at which consumption starts to tail off is being pushed further into the future
BUSINESS
The Fed: good questions, no answers
Plus, who gets to own a home?
BUSINESS
A weak dollar threatens the Fed’s rate-cut magic
Greenback is weighed down by expectations of lower rates and threats to central bank independence
BUSINESS
What the Fed should do
Inflation is the biggest risk
