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Business Insight

  • Monday, 9 December, 2024
    Sujeet Indap
    Elon Musk vs Delaware: why the Tesla CEO might win his pay battle

    Approval of remuneration package twice by shareholders could sway courts

    Elon Musk
  • Thursday, 5 December, 2024
    Richard Waters
    Will Washington need to step up to support Intel?

    Exit of CEO Pat Gelsinger maybe a sign of a shift in attitude by the company’s board to a huge strategic overhaul

    Pat Gelsinger
  • Thursday, 5 December, 2024
    Richard Milne
    Troubled Northvolt may struggle to find a buyer

    The one-time great European hope for the battery industry faces an uphill task to secure a financial rescue

    Northvolt former CEO Peter Carlsson at the Northvolt gigafactory near the town of Skellefteå, near the Arctic circle in Northern Sweden.
  • Wednesday, 4 December, 2024
    Thomas Hale
    Western businesses in China hold on to hopes for Trump 2.0

    Some believe the incoming US president is in a strong position to negotiate a trade deal with Beijing

    Pedestrians in Beijing, China
  • Monday, 2 December, 2024
    Patrick Jenkins
    How to end Europe’s backwater investment status

    Lagarde envisages a new investment structure to guarantee common standards and low costs

    Christine Lagarde, president of the European Central Bank, during an interview by Roula Khalaf of the Financial Times in Frankfurt, Germany
  • Thursday, 28 November, 2024
    Tim Bradshaw
    Nvidia and the AI boom face a scaling problem

    The idea that putting more data into a bigger model will deliver smarter systems is starting to break down

    Jensen Huang
  • Wednesday, 27 November, 2024
    June Yoon
    Trump’s plans threaten the EV transition

    An abrupt change of course on US subsidies would come at a time when demand is already slowing in developed economies

    Model Y cars are pictured during the opening ceremony of a Tesla gigafactory for electric cars in Germany
  • Monday, 25 November, 2024
    Malcolm Moore
    The reunion of BP and Transocean is sending a signal to the oil market

    Tight market for oil rigs might restrain supply even if producers pull back from projects

    An offshore drilling rig in operation at sea during sunset
  • Thursday, 21 November, 2024
    Richard Waters
    Google vs the DoJ fight will be decided by a political call

    How the new Trump administration acts on the case will be a key test of its attitude to Big Tech

    The Google Chrome application on a smartphone
  • Wednesday, 20 November, 2024
    Richard Milne
    Klarna’s US listing is a sad reflection of Europe’s failings

    Until there is a single market in areas from services to capital markets, more companies will choose American exchanges

    Sebastian Siemiatkowski, chief executive of Klarna
  • Monday, 18 November, 2024
    Patrick Jenkins
    The yawning investability gap between US banks and UK peers

    British lenders face a competitive threat from Trump’s plans for regulatory bonfires

    Donald Trump stands in front of a US flag wearing a tuxedo
  • Thursday, 14 November, 2024
    Richard Waters
    Apple prepares for fresh AI assault on the smart home

    A new hub to manage people’s lives would be a big bet — but it’s not clear what it can bring to the business

    The Apple Siri AI icon is displayed on a smartphone
  • Thursday, 14 November, 2024
    June Yoon
    Nvidia’s message to global chipmakers

    If you can’t beat it, join the US company’s supply chain

    Visitors watch a wafer on screens at a TSMC museum in the Hsinchu Science Park, Taiwan
  • Monday, 11 November, 2024
    Sujeet Indap
    J&J’s latest Texas two-step strategy on brink of victory

    Multinational has struck a deal with most claimants over toxic talc powder claims through a Chapter 11 filing by a subsidiary

    A bottle of Johnson and Johnson baby powder
  • Thursday, 7 November, 2024
    Richard Waters
    Big Tech’s shift on Trump

    Outrage over his 2016 election victory has given way to wariness but also anticipation of opportunities

    Tesla CEO Elon Musk, right, jumps on stage as he joins former US President and Republican presidential candidate Donald Trump on October 5 during a campaign rally at the site of his first assassination attempt in Butler, Pennsylvania
  • Thursday, 7 November, 2024
    Nic Fildes
    Spate of business scandals puts Australian boards on notice

    A common thread to the controversies has been whether oversight of the country’s largest companies has been bent to the will of powerful executives

    From left, Chris Ellison and Richard White
  • Tuesday, 5 November, 2024
    Richard Milne
    Norway shows just how China has advanced in cars

    Brands such as MG, BYD and Xpeng are making big inroads into country’s auto market, competing on quality as well as price

    A BYD 07 EV model electric car is displayed at the Beijing Auto Show
  • Monday, 4 November, 2024
    Stephen Foley
    Tensions erupt over US audit quality

    Senators Elizabeth Warren and Sheldon Whitehouse publicly clash with accounting regulator Christina Ho

    Elizabeth Warren raises her left hand as she makes a point during a speech
  • Thursday, 31 October, 2024
    Richard Waters
    Google is winning the AI search wars

    But rival products from Apple and OpenAI will continue to attract users

    The Google DeepMind website on a smartphone
  • Wednesday, 30 October, 2024
    Anjli Raval
    Age matters when it comes to boards

    There is often bias towards candidates with established records, but companies should not be afraid to take a chance on youth

    A modern boardroom featuring a long table with red chairs and microphones, set against a large window offering a panoramic view of the city.
  • Monday, 28 October, 2024
    Patrick Jenkins
    HSBC’s overhaul: dramatic, prosaic or prey to geopolitics?

    The answer may depend on the likes of Xi Jinping and Donald Trump

    HSBC Holdings headquarters in Hong Kong
  • Thursday, 24 October, 2024
    Richard Waters
    The mystifying, acrimonious battle between Arm and Qualcomm

    A licensing dispute clouds an important chip industry partnership

    Montage of Arm and Qualcomm logos, on a background filled with grids of semiconductors
  • Wednesday, 23 October, 2024
    Richard Milne
    Pressure mounts on VW to finally confront the reality of restructuring

    The carmaker must overcome internal resistance to changes necessary to boost competitiveness

    VW vehicles in delivery tower
  • Monday, 21 October, 2024
    Patrick Jenkins
    Buy now, pain later — the looming risks of BNPL

    Prudential regulators should be monitoring both personal and systemic risks

    A Klarna app icon on a mobile phone
  • Thursday, 17 October, 2024
    Richard Waters
    The tech sector should brace for further turbulence

    Whatever the long term shifts that are making its products more central to everyday life, chips remain highly cyclical 

    The Taiwan Semiconductor Manufacturing Co. logo at the company’s campus in Hsinchu, Taiwan
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