Articles from www.ft.com

Articles from www.ft.com

An interview with Kalshi CEO Tarek Mansour about the “wisdom of the crowd”, political polarization, having Trump Jr. as an adviser, casino comparisons, and more (www.ft.com)
2026-2-8 Trump Interview

US tech stocks and bitcoin rally after three days of selling; Nasdaq Composite closed up 2.18%, Broadcom 7.22%, Strategy 26.11%, and bitcoin rebounded to ~$70K (www.ft.com)
2026-2-7 Bitcoin

Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools (www.ft.com)
2026-2-6 AI

US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (www.ft.com)
2026-2-6

Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses use AI tools (www.ft.com)
2026-2-5 AI

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
2026-2-5 China Nvidia

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

US stocks drop on fears AI will hit software and analytics groups (www.ft.com)
2026-2-5 AI

Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a “misconception”; sources say Tether's advisers have floated raising as little as $5B (www.ft.com)
2026-2-4

An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (www.ft.com)
2026-2-4 China Interview Startup AI

Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (www.ft.com)
2026-2-4 Oracle

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (www.ft.com)
2026-2-4 Texas

The UK ICO launches a new investigation into X and xAI over “serious concerns” about Grok's data use and “its potential to produce harmful sexualized” content (www.ft.com)
2026-2-4 ICO

A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ users; analysts expect $2.9B in 2025 net income (www.ft.com)
2026-2-3 Brazil

AI conferences have rushed to restrict the use of LLMs for writing and reviewing research papers in recent months after being flooded with AI-generated slop (www.ft.com)
2026-2-2 AI

A look at China's “genius class” system that selects ~100K gifted teens annually for elite science-focused schooling; its alumni include many top tech founders (www.ft.com)
2026-2-1 China

France blocks Eutelsat's ~€550M sale of its ground antenna business to EQT, calling it Europe's only Starlink competitor; France has a 29.6% stake in Eutelsat (www.ft.com)
2026-1-30 France Europe

Apple acquires Q.ai, whose tech can analyze facial expressions and could enable non-verbal discussions with AI assistants; sources: the deal values Q.ai at ~$2B (www.ft.com)
2026-1-30 AI Apple

Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI (www.ft.com)
2026-1-29 AI Tesla Robot Manufacturing Elon Musk California

A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb: Walmart doubled its share of AI referrals in the US to 32.5% in 2025 (www.ft.com)
2026-1-29 Amazon AI Walmart

Q&A with James Wu on leaving his role as DJI's chief scientist to found FJDynamics to build robots for labor intensive sectors like agriculture and construction (www.ft.com)
2026-1-28 Robot

Sources: Google's “cease and desist” letter forces Kantar and Barb to halt UK TV measurement service comparing YouTube viewership with linear TV and streamers (www.ft.com)
2026-1-28 Google YouTube

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
2026-1-28 Nvidia

Abu Dhabi's top tech university MBZUAI launches K2 Think, a new model it says is capable of advanced reasoning, as part of the UAE's push into “sovereign” AI (www.ft.com)
2026-1-28 AI

A profile of White House AI adviser Sriram Krishnan, who wrote an EO against “Woke” AI, aims to “fight China”, and rallies executives around Trump's policies (www.ft.com)
2026-1-27 Trump China AI

Digital Realty, QTS, and NTT Data warn the data center industry is doing a poor job of combating local opposition; 24+ US projects were blocked in January alone (www.ft.com)
2026-1-26

The EU opens a formal DSA investigation into xAI over Grok generating sexualized images of women and children; xAI faces fines of up to 6% of global revenue (www.ft.com)
2026-1-26

A profile of Mercor, which pays about $2M daily to ~30K experts training AI models at $95/hour on average, with roles like radiologists earning up to $375/hour (www.ft.com)
2026-1-26 AI

Sources: Ledger is working with banks on a US IPO that could value the French cryptocurrency company at more than $4B; it was valued at $1.5B in 2023 (www.ft.com)
2026-1-24 France IPO Cryptocurrency

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