America’s AI boom is carrying more than investors admit

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America’s AI boom is carrying more than investors admit

The economy, the profit cycle and the market narrative are all leaning on the same narrow pillar

3 months ago

economy

How did Spain’s unemployment rate converge with Finland’s?

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How did Spain’s unemployment rate converge with Finland’s?

Migration policy and labour market reforms are affecting joblessness — but in very different ways

3 months ago

economy

Blair has shone a spotlight on Starmer’s growth delusion

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Blair has shone a spotlight on Starmer’s growth delusion

Labour’s commitment to fixing the sluggish economy comes with a dizzying number of caveats

3 months ago

economy

How Deutsche Bank learned to stop chasing America

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How Deutsche Bank learned to stop chasing America

After decades of upheaval, the lender that wanted to take on Wall Street has scaled back its ambitions to focus on Europe

3 months ago

economy

Will the IT consulting share price rout ever end?

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Will the IT consulting share price rout ever end?

Accenture made a fortune from previous tech revolutions but investors think AI could kill it, not make it stronger

3 months ago

economy

US convertible bonds set for record year as issuers harness AI boom

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US convertible bonds set for record year as issuers harness AI boom

Investors embrace zero-interest debt for options on high-growth tech stocks

3 months ago

economy

Short seller Andrew Left found guilty of securities fraud

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Short seller Andrew Left found guilty of securities fraud

Case could have significant implications for investors publishing commentary on stocks

3 months ago

economy

GoPro warned it may not survive. The AI memory crunch is killing companies that make things people hold.

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GoPro warned it may not survive. The AI memory crunch is killing companies that make things people hold.

GoPro issued a going-concern warning after memory prices rose 80-115%. Revenue fell 26%. It’s exploring a sale, a defence pivot, and 23% staff cuts.

3 months ago

economy

Anthropic files for its IPO

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Anthropic files for its IPO

Anthropic is racing OpenAI to the public markets.

3 months ago

economy

SpaceX says it may issue 'significant' equity in 'future transactions'

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SpaceX says it may issue 'significant' equity in 'future transactions'

The company added a warning to prospective investors that a major dilution could be in the cards after it goes public.

3 months ago

economy

Fed officials warn AI's economic costs may arrive faster than benefits

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Fed officials warn AI's economic costs may arrive faster than benefits

Some Fed officials see clearer evidence of AI-related investment boosting demand for labor, equipment and infrastructure than they do of widespread productivity gains.

3 months ago

economy

Wise shares slump over money laundering investigation

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Wise shares slump over money laundering investigation

London-headquartered fintech says it is responding to questions from Belgian authorities

3 months ago

economy