Would love to hear from the under-50s who are getting their fitness and true crime content from AOL dot com. www.reuters.com/world/yahoo-...

What's the value of a company founded in January that has no revenue, 15,000 acres, and plans for a nuclear-powered AI facility equivalent to five Hoover Dams? As of this morning, the answer is: more than $15 billion. www.reuters.com/commentary/b... by @robcyran.bsky.social

As Peter Cook once said in a different context: "We need a futile gesture at this stage". And here it is. www.ft.com/content/3204...

New episode of 🎧THE BIG VIEW 🎙️: The plan for lending $300bn in frozen Russian central bank assets to Ukraine is gaining support. So I asked Hugo Dixon, who first suggested the idea back in January 2024, to explain how it would work, and why it's catching on now. podcasts.apple.com/gb/podcast/h...

🔊 Western countries hold $300 billion of Russia’s central bank assets. EU leaders have endorsed lending them to Kyiv. On The Big View podcast, Reuters Commentator-at-Large Hugo Dixon, an early advocate of the idea, tells Peter Thal Larsen how it works reut.rs/4nM4J7n

A $36 billion equity cheque. Blimey. www.businesswire.com/news/home/20...

The first edition of The Week in Breakingviews newsletter just landed in inboxes. To receive my weekly recap with highlights from the @breakingviews.reuters.com team, sign up here for free: www.reuters.com/newsletters/...

I'm not sure what to call this structure but it's definitely not an outright sale of TikTok US. www.reuters.com/legal/transa...

Quite the stat from Edward Chancellor: companies valued at more than 10 times their revenues account for 35% of the market capitalisation of the S&P 500 Index.

Former FBI Director James Comey, after his indictment on criminal charges of false statements and obstruction, said he was innocent and that he had faith in the U.S. judicial system.

A very strong list. Also, four of these authors have appeared on The Big View podcast this year.... podcasts.apple.com/gb/podcast/t...

This is quite something from the guy who made his name helping George Soros crash the British pound in 1992 x.com/SecScottBess...

New argument against AI regulation just dropped. Checkmate, atheists. www.wsj.com/tech/peter-t...

“At one point, one of the attendees flagged that Lutnick’s approach could cut off green cards for spouses of U.S. citizens. Lutnick responded, “Good point,” and made a note, the people said.” www.wsj.com/politics/pol...

One of the first frauds I came across in my career was the Italian dairy firm Parmalat. They had a a ton of cash and yet kept issuing debt. They also had a financial structure called Bucco Nero, or black hole. You can probably guess the rest.

So many questions, but first: why would a company which claims to have a 99% profit margin need to issue equity? www.bloomberg.com/news/article...

For several years I've written a weekly note to the @breakingviews.reuters.com team, picking out key insights and ideas. Some colleagues urged me to share these musings more widely. So behold The Week in Breakingviews, free in your inbox each Saturday. Sign up here: www.reuters.com/newsletters/...

Forget vendor financing, let's do vendor INVESTING. www.reuters.com/business/nvi...

A Belgian bank preparing a takeover of ABN Amro? Suffering a sudden outbreak of "early 2007, top of the market" PTSD. www.bloomberg.com/news/article...

So Oracle now has an executive chairman, two co-CEOs, and an executive vice chair (who used to be the CEO). A rare example of AI creating new highly-paid jobs! investor.oracle.com/investor-new...

The CEO of the world's largest company by market value has 50 people reporting directly to him and never meets them one-on-one? Hmmm. www.economist.com/business/202...

Presumably some of this is AI making job applications much easier rather than a genuine like for like increase in the number of applicants? on.ft.com/42H4Yrs Retail and hospitality chains sound alarm over UK jobs market

I suspect this is going to boil down to a tedious legal debate about what constitutes an algorithm. www.ft.com/content/a6e8...

“The target repeatedly brought up Homan, saying he was collecting bribes in exchange for future government contracts, the two sources told Reuters.”

Gabiiii

Had to double check he wasn’t making the comparison approvingly. www.nytimes.com/2025/09/19/u...

It’s clear that the US Commerce Secretary, a guy whose experience of business consists of running a second-tier Wall Street brokerage, has no clue about how most industry actually works. www.reuters.com/business/med...

Just posted: thoughts on this week's AI Invasion of Britain, and why the link between innovation and growth is not as straightforward as US tech leaders would like us to believe. Plus other highlights from the @breakingviews.reuters.com team over the past seven days. www.linkedin.com/pulse/week-b...

"But the slow pace of selling, which will likely start early next year, means it would take more than a century to unload all of its holdings." www.reuters.com/markets/asia....

The commissar looking you in the eye accusing you of misdeeds he's committing himself (but for the Good of the Nation) is textbook how it works, there is no wallet inspection joke there. This is what the system is for.

Every crypto story these days reads something like this

This is a novel way of describing the process whereby a company sells your their product. www.gov.uk/government/n...

In the US, fentanyl is out and cocaine is back. Fascinating read on the Mexican drug lords benefiting from the switch. www.wsj.com/world/americ...

The Chinese model of economic development in a nutshell www.reuters.com/investigatio...

My favourite Robert Redford story is the one about why he got rejected for the lead role in The Graduate. RIP to a real one.

Some 71% of respondents said they agreed with a statement that "American society is broken" 😐 www.reuters.com/world/us/ame...

🎧 New inventions often cause great excitement yet can take years to catch on. On this episode of The Big View, Oxford University’s @carlbfrey.bsky.social joined @petertl.bsky.social to discuss the erratic history of technology – and what it tells us about AI. Listen in full 👉 tinyurl.com/yhtbtz3d

New episode of THE BIG VIEW: amid the hype about artificial intelligence, @carlbfrey‘s new book is a reminder that the benefits of new technology are hard to predict and slow to spread. I spoke to him about the history of innovation, progress, and productivity. itunes.apple.com/gb/podcast/t...

A perfect summary of this administration's economic policy. www.wsj.com/politics/ele...

Hang on, I thought the exodus of non-doms had turned the City of London into a wasteland.... www.wsj.com/real-estate/...

Guest view: Defanged Fed faces yield curve dilemma - www.reuters.com/commentary/b...

The Week in Breakingviews: Why selling picks and shovels for the artificial intelligence gold rush may not be as foolproof as it looks. Plus more highlights from another action-packed seven days at @breakingviews.reuters.com. www.linkedin.com/pulse/week-b...

“.. The document appears to counter other documentation that Cook’s critics have cited in support of their claims that she committed mortgage fraud ..” @reuters.com www.reuters.com/world/us/fed...

Everything about this is nuts www.wsj.com/business/ope...

Not the main point, but is THIS the type of strategic advice that all those corporate clients paid him so much money for over the years?

Strange move. www.reuters.com/world/europe...

NEW POST: Talkin' Bout Involution: As Xi Jinping positioned himself at the centre of a new global order this week, @breakingviews.reuters.com columnists focused on Chinese planners' struggles to tackle overcapacity and intense competition. Plus other highlights. www.linkedin.com/pulse/week-b...

Oh no, how awful

While the rest of the world marvels at the sophistication of Chinese electric cars and worries about cheap imports, the industry’s financial foundations are cracking. Really good piece by @katrinahamlin.bsky.social. www.reuters.com/commentary/b...

Intresting chart from George Saravelos at Deutsche Bank. The dollar is pricing in lower interest rates, but not an Arthur Burns-style weak Fed, let alone anything worse.