Markets

• America’s bosses are being dragged into local politics Arise, CEO-councilmen Running a bigAmerican company today requires bosses to master the art of high politics • Matters of s

• Should AI labs unquestioningly obey the Pentagon’s orders?

• The process will be slow and politically fraught

• Will the file type survive the AI revolution?

• Its ghoulish reputation is ill-deserved Its ghoulish reputation is ill-deserved

• The UAE hopes to emulate Las Vegas and Macau

• The choices its new leaders make could shape the future of Italian luxury

• Stop optimising.

• Money is flowing into the country, but the benefits may prove temporary

• Competition enforcement in America has descended into chaos

• The market for robot dancers, alas, is limited

• The resulting flood of exports will be good news for consumers. • Less so for the world’s carmakers

• Conservatives are better at trashing businesses than building them

• Erewhon is testing just how much wealthy shoppers will pay for chicken soup

• Artificial intelligence is causing the chip designer to rethink its winning formula

• Their leveraged bets on the software industry may soon cause big trouble

• A tale of territorial ambition, power dynamics and water bottles

• They cannot rely on politicians alone to fix the region’s abysmal corporate governance

• The country’s courts are inundated with intellectual-property cases

• In praise of lifelong joy

• The taint of the disgraced financier will endure

• Daniel Kretinsky, Czech billionaire, remains optimistic about Europe’s economic future despite regulatory hurdles. • He cites Europe’s fragmented markets as a barrier to large-sc

• Don’t bring me problems, bring me solutions. • Except in some circumstances

• The fates of xAI, SpaceX and Tesla are increasingly intertwined

• Josh D’Amaro has a difficult task ahead

• Musk’s proposed mega-merger lacks clear synergies, raising doubts about long-term profitability. • The deal would combine X’s social platform with AI firms, but integration costs

• A social network for AI agents is full of introspection-and threats How worried should you be about Moltbook? • At first glance, Moltbook looks like a regular online chat room. •

• AI-driven growth expectations have inflated software valuations, now facing correction. • Investors fear AI could replace software jobs, reducing demand for traditional software

• AI leaders like Musk and Altman prioritize profit over public good, reflecting traditional capitalist motives. • Their legal clash over OpenAI’s governance highlights tension bet

• And what should companies do in response?

• How IBM became an AI darling It has pulled off yet another striking turnaround Throughout its 115-year life IBM has shown itself to be a master of reinvention. • In the mid-1990s

• Governments are nudging them, but it’ll be messy

• AI rout ignited by China’s DeepSeek, sending U.S. tech stocks into a slump. • Nasdaq leads decline, falling 1.5% as AI infrastructure names tumble. • AI hardware makers suffer do

• Gold settled 1.4% lower, marking a second decline in three sessions. • Silver fell 2.5% at close, continuing a three-session downtrend. • Both metals face downward pressure amid

• DeepSeek’s rise sparks speculation about its impact on U.S. AI leaders. • Analysts argue the selloff of Nvidia and Broadcom is overstated. • Market volatility remains, but long‑t

• Experian’s Q2 earnings beat expectations, driven by rising credit card debt and data analytics services. • SoFi Technologies reports record loan origination volume, fueled by low

• Arabica coffee futures surged to record highs after U.S. tariff threat withdrawal. • Traders reassessed Colombian supply risk, boosting demand and prices significantly. • The pri

• Japanese yen climbs against the dollar as investors chase safe‑haven currencies. • Swiss franc gains modestly, reflecting heightened risk aversion in global markets. • Safe‑haven

• U.S. natural gas futures dropped today amid revised weather outlooks. • Weekend updates removed some expected early February chill for heating. • Lower cold expectations reduce d

• QXO, a building-products distributor, launches a hostile takeover bid for Beacon. • The bid follows multiple rejected offers, prompting QXO to appeal directly to Beacon sharehold

• Chinese investors face limited growth prospects, turning to dividend-paying stocks for steady returns. • High-yield companies become top picks amid market uncertainty and low dom

• New marketplace facilitator rules require online sellers to collect and remit sales tax in more states. • 1099‑K reporting threshold lowered to $600, affecting gig economy and sm

• 10‑year Treasury yield dipped, reflecting short‑term market softness in the current cycle. • ING forecasts long‑end yields to stay higher, signaling persistent upward pressure. •

• Goldman Sachs reports U.S. sanctions have not markedly reduced Russia’s crude export volumes. • Oil prices dipped slightly in early trade amid the sanctions news. • Russia contin

• Stock premium over bonds has faded, erasing extra reward for equity investors. • Individual investors remain bullish, driven by two years of record gains. • Demand for equities s

• Heard on the Street’s eighth annual stock‑picking contest highlights writers’ top stock picks. • Selections span technology, consumer staples, healthcare, and emerging growth sec

• VC firms target low-margin, routine sectors like accounting and property management for AI-driven efficiency. • AI promises automation, cost cuts, and new revenue streams in trad

• Chinese regulators intensify crackdown on crypto, targeting exchanges and mining. • Court cases show middlemen circumventing bans by acting as intermediaries. • Middlemen facilit

• Rising mortgage rates push home prices higher, squeezing first-time buyers. • Inventory shortages keep demand outpacing supply, inflating prices across the country. • The ‘Americ

• Trump accuses major banks of discriminating against conservative clients today. • He urges Bank of America and JPMorgan Chase to reverse account closures. • Banks face scrutiny o