Articles from www.ft.com

Articles from www.ft.com

Ford stock jumped as much as 25% in two days after the launch of Ford Energy, a new subsidiary providing battery storage capacity to AI data centers (www.ft.com)
4 hours ago Energy AI Battery Ford

Sources: the Trump administration is quietly debating whether to ban Chinese cellular modules, as the US FCC takes measures to reduce Beijing's security threats (www.ft.com)
11 hours ago Trump China Ban

Sources: climate watchdog SBTi drops proposed rules that would limit tech companies' claims that gas-fueled data centers are covered by clean energy investments (www.ft.com)
17 hours ago Energy Climate

SoftBank reports Q4 net income up 3x to ~$11.6B, above ~$1.5B est., driven by a $25B gain in its OpenAI stake; by October, its OpenAI investment will hit $64.6B (www.ft.com)
1 day ago 4Q

Q&A with Amazon head of devices and services Panos Panay on Alexa+, the company's focus on devices for the home, the Leo satellite broadband business, and more (www.ft.com)
1 day ago Amazon

China's move to block Meta's Manus acquisition challenges the “Singapore washing” model, as major Chinese tech companies build significant Singapore presences (www.ft.com)
1 day ago China Singapore

Analysts say AI fervor in the US and Asia has spread to Europe, boosting stocks like STMicro and Nokia as investors seek the AI boom's pick-and-shovel stocks (www.ft.com)
1 day ago Europe Asia AI Nokia

China's CSI AI Index, which tracks AI supply chain companies, is up 28%+ YTD, while HK's Hang Seng Tech Index, which includes Alibaba and Tencent, is down 8% (www.ft.com)
1 day ago China Alibaba AI Tencent

Delivery Hero says founder Niklas Östberg plans to step down as CEO by March 2027, as the German food delivery group faces mounting activist investor pressure (www.ft.com)
2 days ago Germany

Sources: the Trump administration is quietly debating whether to ban Chinese “cellular modules”, as the US FCC pushes measures to reduce Beijing's threats (www.ft.com)
2 days ago Trump China Ban

Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets (www.ft.com)
2 days ago Amazon AI

Sources: German defense tech startup Helsing is set to raise $1.2B led by Dragoneer and Lightspeed at a valuation of about $18B, up from $14B in June 2025 (www.ft.com)
3 days ago Germany Startup

Brookings: clerical and administrative workers, 85%+ of whom are women, are among the most exposed to AI-driven displacement and least equipped to navigate it (www.ft.com)
3 days ago AI

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (www.ft.com)
6 days ago Microsoft AI

Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014 (www.ft.com)
6 days ago Amazon Microsoft Alphabet

Fintech app Toss, used by ~66% of South Korea's 51M people, says its FacePay service, available at 330K retail outlets, has attracted 4.8M users since September (www.ft.com)
6 days ago Korea Retail Fintech

Sources: Anthropic weighs raising as much as $50B at a ~$900B pre-money valuation, likely closing within two months; its annualized revenue is nearing $45B (www.ft.com)
6 days ago

Goldman Sachs: Alphabet and Amazon generated “other income” totaling $53B in Q1, or ~60% of their Q1 income; $49B was due to equity stakes in private companies (www.ft.com)
7 days ago Amazon Goldman Equity Alphabet

Source: Samsung offered to allocate ~13% of operating profit to chip division staff; unions threaten an 18-day walkout, seeking a 15% share and a 7% wage hike (www.ft.com)
7 days ago Samsung

Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (www.ft.com)
8 days ago 4Q

The UK FCA says it is investigating PayPal, Mastercard, and Visa for alleged anti-competitive behavior, in a rare antitrust investigation by the regulator (www.ft.com)
8 days ago

Uber reports Q1 revenue up 14% YoY to $13.2B, below $13.3B est., Gross Bookings up 25% YoY to $53.7B, trips up 20% YoY to 3.6B, and a $1B revenue UK tax law hit (www.ft.com)
8 days ago Uber Tax

Sources: DeepSeek is in talks to raise funds, and the Big Fund, China's biggest state-backed chip fund, is seeking to lead the investment at a ~$45B valuation (www.ft.com)
8 days ago China

Meta plans advanced ‘agentic' AI assistant for consumers (www.ft.com)
8 days ago AI

DefiLlama: investors pulled ~$14B from the DeFi sector after North Korea-linked hackers stole $290M from Aave in April, weeks after stealing $280M from Drift (www.ft.com)
8 days ago Korea

Sources: the Big Fund, China's biggest state-backed chip investment fund, is seeking to lead an investment in DeepSeek that could value the AI company at ~$45B (www.ft.com)
8 days ago China AI

The delayed IPO of Visma, an accounting software company valued at €19B, amid SaaSpocalypse fears, is a major setback for PE parent Hg, a software buyout giant (www.ft.com)
8 days ago IPO

Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (www.ft.com)
8 days ago SpaceX

Apple reaches a $250M settlement in a CA federal court to resolve a false advertising class action lawsuit over the launch of a “personalized” Siri in 2024 (www.ft.com)
9 days ago Apple

Sources: Meta is building agentic tools, including an OpenClaw-like assistant powered by its new Muse Spark AI model to help users create AI bots (www.ft.com)
9 days ago AI

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