Global Investing

US President Donald Trump
By
Bloomberg
6 min read
Trump’s massive stock trading activity sparks fresh conflict concerns as Wall Street questions the scale and timing of the deals.
BN portfolios: Berkshire builds $2.6bn Delta Airlines position amid sector reset
By
Bloomberg
2 min read
Buffett-era skepticism fades as firm reshapes airline and tech bets under new CEO Abel
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
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