Global Investing

Global Investing

Wall Street’s blue-wave hangover: why a Texas governor matters in Johannesburg
Global Investing

Wall Street’s blue-wave hangover: why a Texas governor matters in Johannesburg

By
The Economist
4 min read
Markets realise they hate America’s blue wave. Investors worry that Democratic dominance will slow down the AI boom
SHENZHEN, CHINA - SEPTEMBER 22: In this photo illustration, the app icons for ChatGPT, Meta's Muse and Anthropic's Claude are displayed in a folder labeled "Artificial Intelligence" on a smartphone screen on September 22, 2026, in Shenzhen, Guangdong Province, China. Strong demand for Meta Platforms' (NASDAQ: META) Muse AI assistant has renewed investor enthusiasm for artificial intelligence ahead of the company's September 2324 Connect conference, where it plans to showcase advances in AI, smart glasses and virtual reality. (Photo Illustration by Cheng Xin/Getty Images)
Global Investing

Dambisa Moyo on BizNews: The spectre of an AI-driven slowdown

By
Editor BizNews
4 min read
The AI boom could fuel a global economic slowdown as debt rises and returns come under pressure.
NANJING, CHINA - OCTOBER 27: In this photo illustration, the logo of Anthropic is displayed on a smartphone screen on October 27, 2026 in Nanjing, Jiangsu Province of China. (Photo by VCG/VCG via Getty Images)
Tech

FT on Anthropic’s $2tn IPO: big returns, little say for SA investors

By
The Financial Times
7 min read
Prospectus details AI lab’s ‘mission’, $800bn data centre commitments and extraordinary governance structure
Pedestrians outside the Nasdaq MarketSite in New York, US, on Friday, Oct. 16, 2026. City Therapeutics Inc., an early-stage developer of RNAi-based drugs, raised $200 million in a US initial public offering priced at the mid-point of its marketed range. Photographer: Michael Nagle/Bloomberg via Getty Images
Global Investing

Nasdaq tumbles while treasuries soar as Meta rekindles AI spending fears

By
The Financial Times
4 min read
Meta’s plans to raise hundreds of billions for AI sparked a $124bn market value loss and tech sell-off.
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