Articles from www.ft.com

Articles from www.ft.com

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)
13 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)
13 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)
14 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)
14 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)
14 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)
14 days ago China

Meta plans advanced ‘agentic' AI assistant for consumers (www.ft.com)
14 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)
14 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)
14 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)
14 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)
14 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)
15 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)
15 days ago AI

Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation (www.ft.com)
16 days ago Energy

Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (www.ft.com)
16 days ago Oracle

Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything that iOS App Store rules for their apps are applied erratically (www.ft.com)
17 days ago IOS Startup Apple

Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (www.ft.com)
17 days ago Nintendo

Apple CFO Kevan Parekh says “the iPhone 17 family is now the most popular lineup in our history” and “we believe we gained market share during the quarter” (www.ft.com)
19 days ago iPhone Apple

Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (www.ft.com)
19 days ago China AI Nvidia

Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets (www.ft.com)
20 days ago

Sources: Jay Chen, who led Tokyo Electron's China operations, left the chip toolmaker after it discovered his family had invested in competing Chinese startups (www.ft.com)
20 days ago China Startup Tokyo

Memo: Google told employees that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over US DOD contracts (www.ft.com)
20 days ago Google

Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (www.ft.com)
21 days ago AI Robot

Google has told employees in a memo that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (www.ft.com)
21 days ago Google

Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to “build more compute” (www.ft.com)
21 days ago

A working paper uses an LLM to analyze political discourse on X, finding that anger is the dominant emotion expressed by US users, especially those over 65 (www.ft.com)
21 days ago

Source: China's leverage against Meta in the Manus deal could include 10%+ of its global revenue from Chinese ads and Goertek in Meta AI glasses' supply chain (www.ft.com)
21 days ago China AI

Sources: Goldman Sachs stopped its bankers in Hong Kong from using Anthropic's models; Anthropic says its models were never officially “supported” in Hong Kong (www.ft.com)
22 days ago Hong Kong Goldman

Kpler, an online analytics platform tracking global maritime traffic and energy flows, says it has gained millions of new users since the war in Iran began (www.ft.com)
22 days ago Energy Iran

China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (www.ft.com)
22 days ago China Singapore

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