Artificial intelligence has become one of the defining investment themes of the global equity market, but gaining exposure to that theme is more complicated than simply buying a broad technology or emerging-market fund. The composition of an index can determine which countries, companies and industries an investor actually owns, and that can leave significant parts…
The artificial intelligence boom is increasingly becoming a test of financial markets as much as a test of technology. The companies building data centres, buying advanced chips and expanding computing capacity require enormous amounts of capital, and a meaningful portion of that capital is being raised through debt. That model becomes more complicated when bond…
Europe’s car market is undergoing a change that is becoming increasingly visible in sales data. New EU car registrations increased 5.3% in the first eight months of 2026, even as petrol and diesel demand fell sharply. The expansion is being supported by electrified vehicles, with battery-electric cars reaching 21.7% of the market, plug-in hybrids reaching…
Meta’s latest legal setback in New Mexico is significant not simply because of the size of the potential penalty, but because of the issue at the centre of the case: what a technology company tells consumers about how their personal information is handled. A jury found that Facebook made false or misleading statements about data…
China’s electric vehicle industry is shifting the competition from battery range toward charging time as automakers try to make electric vehicles behave more like conventional cars at the refuelling station. The latest push is toward charging most of a battery in less than ten minutes, with Geely, BYD, Li Auto and other companies developing increasingly…
SK Hynix’s consideration of a potential public listing for Solidigm highlights how the artificial intelligence boom is creating value far beyond the processors that receive most of the industry’s attention. Solidigm, the US-based NAND flash memory and enterprise solid-state drive business owned by SK Hynix, is considering an initial public offering that could value the…
HSBC could be preparing to return to India’s equity broking market after more than 13 years, as the rapid expansion of the country’s capital markets and growing demand from affluent investors potentially create a more attractive opportunity than the one that existed when the bank left the business. People familiar with the matter have indicated…
A dispute at the top of Tata Sons is forcing Indian companies to examine a question that is usually addressed only when relationships break down: how effectively can a major shareholder enforce its rights when the company’s board interprets governance rules differently? The confrontation between Tata Trusts and Tata Sons has brought that issue into…
Nanexa shares surged more than 150% at the opening of trading in Stockholm after the Swedish drug-delivery company announced a global licensing agreement with Novo for its PharmaShell technology. The stock later gave back part of the initial gain but remained sharply higher, leaving it close to its previous record level and turning a relatively…
The failure of the Clarity Act in the United States Senate has exposed a problem that money alone cannot solve: political influence becomes less effective when an industry cannot build agreement around the substance of the legislation it wants passed. The crypto sector entered the latest congressional battle with substantial financial resources, an expanding network…
