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
BUSINESS
The Gen Z revolution is spreading in Asia
Nepal is just the most recent country to have seen the ruling elite toppled by frustrated young people
BUSINESS
Interest rates are a sideshow in the battle over the Fed’s future
Trump and his economic advisers want to narrow the central bank’s mission dramatically
MARKETS
Why the bond ‘rout’ might not be what it seems
Global market trend is more a technical move specific to 30-year issues
ARTIFICIAL-INTELLIGENCE
Why is AI struggling to discover new drugs?
A generation of start-ups have failed to live up to the hype. Executives are now betting that more powerful tools will crack the complexities of human biology
CRYPTOCURRENCY
How worried should we be about the crypto crush?
BUSINESS
Does valuation matter anymore in the age of AI?
Durability of corporate growth and profit margins might outweigh metrics showing the cheapness of a stock
BUSINESS
Goldman Sachs wants everyone to be long-term greedy
Wall St bank and T Rowe Price team up to pitch private investments to everyday investors
BUSINESS
AI boom, AI bust?
Plus European value stocks, and more on the Fed
BUSINESS
If AI lifts off, will living standards follow?
Champions of artificial intelligence claim it could fuel genuine economic growth
