Articles from www.ft.com

Articles from www.ft.com

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (www.ft.com)
25 days ago Europe Asia AI Nokia

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (www.ft.com)
25 days ago China Alibaba AI Tencent

Delivery Hero says founder Niklas Östberg plans to step down as CEO by March 2027, as the German food delivery group faces mounting activist investor pressure (www.ft.com)
26 days ago Germany

Sources: the Trump administration is quietly debating whether to ban Chinese “cellular modules”, as the US FCC pushes measures to reduce Beijing's threats (www.ft.com)
26 days ago Trump China Ban

Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets (www.ft.com)
26 days ago Amazon AI

Sources: German defense tech startup Helsing is set to raise $1.2B led by Dragoneer and Lightspeed at a valuation of about $18B, up from $14B in June 2025 (www.ft.com)
27 days ago Germany Startup

Brookings: clerical and administrative workers, 85%+ of whom are women, are among the most exposed to AI-driven displacement and least equipped to navigate it (www.ft.com)
27 days ago AI

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (www.ft.com)
30 days ago Microsoft AI

Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014 (www.ft.com)
30 days ago Amazon Microsoft Alphabet

Fintech app Toss, used by ~66% of South Korea's 51M people, says its FacePay service, available at 330K retail outlets, has attracted 4.8M users since September (www.ft.com)
30 days ago Korea Retail Fintech

Sources: Anthropic weighs raising as much as $50B at a ~$900B pre-money valuation, likely closing within two months; its annualized revenue is nearing $45B (www.ft.com)
30 days ago

Goldman Sachs: Alphabet and Amazon generated “other income” totaling $53B in Q1, or ~60% of their Q1 income; $49B was due to equity stakes in private companies (www.ft.com)
2026-5-8 Amazon Goldman Equity Alphabet

Source: Samsung offered to allocate ~13% of operating profit to chip division staff; unions threaten an 18-day walkout, seeking a 15% share and a 7% wage hike (www.ft.com)
2026-5-7 Samsung

Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (www.ft.com)
2026-5-7 4Q

The UK FCA says it is investigating PayPal, Mastercard, and Visa for alleged anti-competitive behavior, in a rare antitrust investigation by the regulator (www.ft.com)
2026-5-6

Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit (www.ft.com)
2026-5-6 Uber Tax

Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation (www.ft.com)
2026-5-6 China

Meta plans advanced ‘agentic' AI assistant for consumers (www.ft.com)
2026-5-6 AI

DefiLlama: investors pulled ~$14B from the DeFi sector after North Korea-linked hackers stole $290M from Aave in April, weeks after stealing $280M from Drift (www.ft.com)
2026-5-6 Korea

Sources: the Big Fund, China's biggest state-backed chip investment fund, is seeking to lead an investment in DeepSeek that could value the AI company at ~$45B (www.ft.com)
2026-5-6 China AI

The delayed IPO of Visma, an accounting software company valued at €19B, amid SaaSpocalypse fears, is a major setback for PE parent Hg, a software buyout giant (www.ft.com)
2026-5-6 IPO

Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (www.ft.com)
2026-5-6 SpaceX

Apple reaches a $250M settlement in a CA federal court to resolve a false advertising class action lawsuit over the launch of a “personalized” Siri in 2024 (www.ft.com)
2026-5-6 Apple

Sources: Meta is building agentic tools, including an OpenClaw-like assistant powered by its new Muse Spark AI model to help users create AI bots (www.ft.com)
2026-5-6 AI

Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation (www.ft.com)
2026-5-5 Energy

Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (www.ft.com)
2026-5-4 Oracle

Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything that iOS App Store rules for their apps are applied erratically (www.ft.com)
2026-5-4 IOS Startup Apple

Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (www.ft.com)
2026-5-3 Nintendo

Apple CFO Kevan Parekh says “the iPhone 17 family is now the most popular lineup in our history” and “we believe we gained market share during the quarter” (www.ft.com)
2026-5-1 iPhone Apple

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
2026-5-1 China AI Nvidia

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