Global Investing

US Big Tech’s fat profits conceal unsettling cashflows
By
The Economist
4 min read
Five cloud giants are sacrificing their returns to prop up the AI boom
AI bubble: Big tech hyperscalers have a serious chip inflation problem
By
Bloomberg
6 min read
Rising AI infrastructure costs and chip shortages are driving up prices across the tech economy and beyond
SA enemy M23 wants to sell DRC's critical minerals to Donald Trump
By
The Economist
7 min read
The pitch by M23, exclusively revealed to The Economist, belies the rebels’ weaknesses
Either Berkshire Hathaway or Softbank will survive. Not both.
By
The Economist
5 min read
The two represent competing visions of the future
Onto the next big thing.
By
Bloomberg
3 min read
AI hype shifts to chips and liquidity as Son eyes a new pivot with Roze
Nouriel Roubini on BizNews: Four scenarios for the Iran War
By
Editor BizNews
5 min read
Ceasefire tensions and oil shocks raise fears of global recession
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