Chip stocks slide in wake of ‘casino’ comment by Broadcom boss
Declines for Samsung and SK Hynix drag Kospi sharply lower as investors fret over scale of AI investment
China gets spiky on currencies
Plus: your ideas, please, on investing ex-AI
FTAV’s further reading
The economics Nobel; wildlife declines; AI hacking; Steam
Trump-Zelenskyy diesel spat reignites Europe’s White House angst
Also in this newsletter: The sky-high cost of replacing foreign cloud platforms
How Michael Woodford made modern macro relevant to central bankers
Nobel expectations
FirstFT: IMF sounds alarm on dire public finances
Also in today’s newsletter: US Treasuries and Houthi attacks
Rising Treasury bill issuance puts pressure on short-term rates
Stress at long end of US yield curve appears to be moving towards short-term lending markets, threatening to complicate life for the Fed
Transcript: An election supercycle could push Europe to the right
Marc Filippino speaks to Humza Jilani, Ben Hall and Andres Schipani
‘A game of snakes and ladders’
The UK is trying to balance public outrage over the Manchester City scandal with a desire to keep investment flowing from the UAE
EU hybrid curbs to offer only ‘temporary’ respite against Chinese carmakers
European automotive industry welcomes deal as ‘first step’ to create fairer playing field
Pope Leo prepares to undergo lung surgery
Health scare sends shockwaves across world at a time when many see 71-year-old pontiff as a powerful moral voice
Investors brave US Treasury rout to lock in highest yields in decades
Government bond funds are attracting record inflows as borrowing costs hit their highest level in decades
The election supercycle set to drag Europe right
In the space of 12 months, four of the five biggest EU member states will go to the ballot box. The bloc may never be the same
Informa’s trade show bet has a vulnerability — geopolitics
The FTSE 100 company has grown rapidly after focusing on live events under Stephen Carter but is being affected by the Iran war
How BT’s TalkTalk swoop left broadband rivals fuming
Rescue deal will boost BT’s market leadership at a time when regulators are trying to encourage competition
Trump’s loan to a US defence start-up adds to Apollo’s war chest too
The question is why, if Wolfspeed’s prospects are so enticing, other private sector capital providers weren’t racing to provide funding too
Time — David Tennant and Siobhan Finneran are outstanding in profoundly moving prison drama
A cynical veteran officer and a naive newcomer meet in a young offenders’ institution in the third season of Jimmy McGovern’s hard-hitting BBC series
Why Trump is going for Zelenskyy’s jugular
No matter how much America’s allies urge the president to back Ukraine, he cannot forgive its leader for showing up his dealmaking impotence
UK chances of keeping £3.8bn bitcoin haul rise after High Court ruling
Judge in London rules that Chinese victims of massive crypto fraud cannot rely on English law to seek compensation
Companies face rising number of UK complaints over conduct
Focus on environmental harms and labour abuses intensifies
Who’s really hiring you — HR or cyber security?
Fraudulent use of AI in the jobs process is forcing the warm and fuzzy realms of the former to work with the suspicious minds of the latter
Criminals could walk free without controls on AI use, police watchdog warns
Guidelines are vital to ensure overstretched forces in England and Wales can use the systems to speed up investigations
The best gilets for finance bros
The much-maligned ‘Chelsea life jacket’ has become the uniform of a certain kind of styleless Sloane. But can better fabrics and smarter styling rescue it from menswear purgatory?
Daisy Lafarge wants to dress her disability differently
Illness is not a barrier to style, argues the novelist. Other people’s attitudes are