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    • 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

    • The AI doomers aren’t done yet

      Plus AMD and Meta

    • AI upheaval puts software investors on edge

      Markets weigh whether incumbents will adapt — or be sidelined by AI agents

    • 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

    • 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

    • 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

    • US markets and the economy are heading into uncharted territory

      The Fed might cut rates despite a healthy economy and a weakening dollar

    • Software isn’t dead, but its cozy business model might be

      Companies must rethink their charging policy to reflect tasks completed rather than number of users

    • Mohamed El-Erian: This time really could be different on jobs

      Three catalysts are driving an intensifying divergence between a cooling US labour market and strong GDP growth

    • Why the AI attack on software has unnerved so many industries

      The battle over the use of agents is starting to come into focus

    • How AstraZeneca shot for the moon — and hit

      Getting one’s laboratories to do the hard work is a durable recipe for success 

    • Ping! The WhatsApps that should have been an email

      If your instant message requires immediate attention, fine. But many don’t — They’re just inconsiderate

    • The market meltdown in data companies is profoundly wrong

      The fear that AI will disintermediate B2B information providers misunderstands what makes them valuable

    • Ruchir Sharma: Bash all day, buy all night

      Why foreigners keep pouring money into America 

    • Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears

      Big Tech stocks sold off heavily after unveiling plans to spend $660bn this year on AI, as investors fret that the “breathtaking” capital expenditures are outpacing the earnings potential of the new technology

    • It’s not just a tech sell-off

      And more on the sentiment puzzle

    • Where is AI showing up in the productivity data?

      Signs of its effects are already starting to peek through 

    • Martin Wolf: Reading the runes on a Warsh Fed

      The presumptive next chair might be better than others on the list, but he is a confusing, perhaps confused, figure

    • Scheming, joking, complaining: Moltbook’s AI agents are just like us

      Like humans, rules will need to be set and comings and goings tracked, highlighting how managers will always be needed

    • Emerging markets make roaring start to 2026 as dollar slides

      Stocks, bonds and currencies have all soared as dollar weakness puts focus on fundamentals 

    • How shopping chatbots might transform retail

      Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping

    • Investors bet on ‘hot’ US economy heading into mid-term elections

      Stocks rise with inflation expectations as fund managers anticipate more stimulus despite strong growth

    • Trying to change our minds about gold

      It’s not easy to rationalise the rally

    • Lessons for business in Trumpian uncertainty

      Ignoring the upside can be as dangerous as discounting the downside

    • Emerging markets are a better gauge of investors’ mood than gold

      US moves on Greenland may have boosted traditional havens such as precious metals but the developing world is on a roll

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