Global Investing

Global Investing

Hard to copy. Christophe Fouquet, boss of ASML, holds a model of a semiconductor lithography machine during a Bloomberg TV interview.
Global Investing

ASML's China problem couldn't have come at a worse time: Lionel Laurent

By
Bloomberg
5 min read
China’s chip ambitions challenge ASML’s dominance as AI demand fuels the semiconductor race.
FT: If you think your profession is dying, it could soon be gone
Global Investing

FT: If you think your profession is dying, it could soon be gone

By
The Financial Times
4 min read
Younger workers once foresaw the demise of horse-drawn carriages — but anticipating obsolescence can be self-fulfilling
SK Hynix's $600bn rout shows cracks in the AI boom
Global Investing

SK Hynix's $600bn rout shows cracks in the AI boom

By
Bloomberg
4 min read
Chinese chip competition and AI demand fears shake confidence ahead of earnings.
There are only so many options for where you can sail a supertanker.
Global Investing

Saudi Arabia's oil escape route is closing fast. Plan B won’t be cheap nor easy: Javier Blas

By
Bloomberg
6 min read
Saudi Arabia races to secure alternative oil routes as Red Sea tensions threaten global energy supplies.
Lesetja Kganyago
Global Investing

US banking giant drops its bet on the Rand after SARB's no change on rates

By
Bloomberg
3 min read
Citigroup warns the rand faces further pressure after SARB’s unexpected rate decision
Uh oh
Global Investing

Mag 7 sees worst day since tariff selloff as $797bn wiped off Big Tech amid AI spending fears

By
Bloomberg
4 min read
Big Tech's Magnificent 7 lost $797bn in a day, their worst selloff since April 2025, as Tesla fell 15% and Alphabet 7.1% on AI spending fears.
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