Saturday
- Barron's : Constellation Energy Has the Power That AI Needs. The CEO Is Making the Most of It.
The company is about to become the world’s largest producer of electricity. Joe Dominguez tells us what to expect.
- Barron's : This Company Powers AI Infrastructure. Buy the Stock.
Quanta Services is poised to benefit from increased electricity demand.
- Barron's : French Stocks Ignore the Political Debacle. How 9% Returns Are Possible.
- Barron's : Colgate Stock Is an Antidote to AI-Dominated Markets. Why It’s Worth Buying Now.
The household-goods sector giant has fallen over the past year, but its moment could be coming.
- Barron's : Brokerages Battle to Win Over Active Investors. Trading Platforms Are the New Arms Race.
They’re launching more-powerful trading tools and surprising new features in hopes of attracting more of these highly profitable
- FT : Why luxury EV sales are still in first gear
High prices that are hard to justify and a Chinese preference for cheaper runarounds account for the sluggish demand
- FT : Trump had to choose between Israel and Qatar. He chose Qatar
Gaza’s future hangs in the balance. But while a fragile ceasefire holds, it looks like Israel has lost influence over the peace process, writes Lawrence Freedman
- FT : Vestas shelves Polish turbine plant amid weak European demand
Danish group’s move to suspend investment in Szczecin facility underlines challenge for continent’s offshore wind sector
- FT : TPG and Blackstone near deal for medical technology company Hologic
Acquisition by private equity groups would be one of the biggest take-private deals of the year
- FT : Deloitte to pay $34mn over audit work on US nuclear fiasco
Former shareholders in utility said Big Four firm failed to spot red flags and allowed management to hide mounting issues
- FT : Kering closes in on €4bn deal to offload beauty division to L’Oréal
Sale represents first big restructuring move by chief executive Luca de Meo
- WSJ : How a Handyman’s Wife Helped an Hermès Heir Discover He’d Lost $15 Billion
Nicolas Puech says his wealth manager isolated him from friends and family and siphoned away a massive fortune. Then came the clue that began to reveal the deception.
- WSJ : The Fight Over Whose AI Monster Is Scariest
Why Anthropic’s Jack Clark is drawing White House ire
- WSJ : Can Gold Keep Rising? Depends if You Think This Time Is Different
The danger is that gold is in the grip of exactly the sort of speculative excess that creates bubbles in other parts of the financial system
- WSJ : Gucci Owner Kering Nears $4 Billion Sale of Beauty Unit to L’Oréal
Deal would be an early move by new Kering CEO Luca de Meo to revive luxury giant’s fortunes
Sunday
- FT : France’s wealthy shift funds to Luxembourg and Switzerland
Political turmoil and tax threats have accelerated investment flows to safe havens, asset managers say
- FT : Food industry at ‘tipping point’ amid demographic shifts, says Danone boss
Antoine de Saint-Affrique says US push to counter obesity and additives align with French group’s own initiatives
- FT : Offshore wind buffeted by economic and political storms
Higher interest rates, supply chain strains and Trump opposition stifle industry’s boom
- FT : Apollo Global chief says Europe ‘at war with itself’ over finance regulation
Marc Rowan tells FT that regulators have yet to catch up with political drive to boost competitiveness
- SCMP : Meet AMIES, China’s new hope in breaking reliance on ASML’s chipmaking machines
Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism
- SCMP : Nexperia China tells employees to ignore orders from Dutch head office
Letter to employees of company owned by China’s Wingtech asserts that ‘independent’ mainland entity is the one that pays workers’ salaries
- WSJ : Luxury Brands’ Stiffest Competition Is the Stuff They Have Already Sold
Sales of secondhand luxury goods are growing faster than in brands’ own stores
- WSJ : The Auto Industry’s Bruising Year of Back-to-Back Supply-Chain Snafus
Rare-earth minerals, aluminum fire, semiconductor stoppage have hit carmakers simultaneously