Articles from www.ft.com

Articles from www.ft.com

US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks (www.ft.com)
2026-2-6

Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses use AI tools (www.ft.com)
2026-2-5 AI

Sources: the US Commerce Department finished reviewing Nvidia's H200 China license, but the State Department wants tougher restrictions, delaying final approval (www.ft.com)
2026-2-5 China Nvidia

Alphabet says it expects 2026 capex to be in the range of $175B to $185B, vs. ~$120B est., up from $91.4B in 2025; Q4 capex was $27.9B, up from $14B a year ago (www.ft.com)
2026-2-5 4Q Alphabet

US stocks drop on fears AI will hit software and analytics groups (www.ft.com)
2026-2-5 AI

Tether CEO Paolo Ardoino says initial plans to raise $15B to $20B were a “misconception”; sources say Tether's advisers have floated raising as little as $5B (www.ft.com)
2026-2-4

An interview with Kai-Fu Lee on his startup 01.ai, which builds agentic AI tools for companies, why he thinks China will beat the US in consumer AI, and more (www.ft.com)
2026-2-4 China Interview Startup AI

Sources: banks are marketing at least $56B in investment-grade data center construction loans tied to Oracle's leases, as they seek out new buyers for the loans (www.ft.com)
2026-2-4 Oracle

Sources: US Commerce Dept. has finished review of Nvidia's license to sell China H200s, but the State Dept. seeks tighter restrictions, delaying final approval (www.ft.com)
2026-2-4 China Nvidia

Sources: Texas Instruments is in advanced talks to buy chip designer Silicon Laboratories for ~$7B, a premium to Silicon Labs' market cap of $4.4B as of Tuesday (www.ft.com)
2026-2-4 Texas

The UK ICO launches a new investigation into X and xAI over “serious concerns” about Grok's data use and “its potential to produce harmful sexualized” content (www.ft.com)
2026-2-4 ICO

A profile of Brazilian neobank Nubank, which aims to enter the US market within 18 months, growing its 120M+ users; analysts expect $2.9B in 2025 net income (www.ft.com)
2026-2-3 Brazil

AI conferences have rushed to restrict the use of LLMs for writing and reviewing research papers in recent months after being flooded with AI-generated slop (www.ft.com)
2026-2-2 AI

A look at China's “genius class” system that selects ~100K gifted teens annually for elite science-focused schooling; its alumni include many top tech founders (www.ft.com)
2026-2-1 China

France blocks Eutelsat's ~€550M sale of its ground antenna business to EQT, calling it Europe's only Starlink competitor; France has a 29.6% stake in Eutelsat (www.ft.com)
2026-1-30 France Europe

Apple acquires Q.ai, whose tech can analyze facial expressions and could enable non-verbal discussions with AI assistants; sources: the deal values Q.ai at ~$2B (www.ft.com)
2026-1-30 AI Apple

Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI (www.ft.com)
2026-1-29 AI Tesla Robot Manufacturing Elon Musk California

A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb: Walmart doubled its share of AI referrals in the US to 32.5% in 2025 (www.ft.com)
2026-1-29 Amazon AI Walmart

Q&A with James Wu on leaving his role as DJI's chief scientist to found FJDynamics to build robots for labor intensive sectors like agriculture and construction (www.ft.com)
2026-1-28 Robot

Sources: Google's “cease and desist” letter forces Kantar and Barb to halt UK TV measurement service comparing YouTube viewership with linear TV and streamers (www.ft.com)
2026-1-28 Google YouTube

Sources: Hugging Face declined Nvidia's $500M investment offer at a $7B valuation in late 2025; Hugging Face says it does not want a single dominant investor (www.ft.com)
2026-1-28 Nvidia

Abu Dhabi's top tech university MBZUAI launches K2 Think, a new model it says is capable of advanced reasoning, as part of the UAE's push into “sovereign” AI (www.ft.com)
2026-1-28 AI

A profile of White House AI adviser Sriram Krishnan, who wrote an EO against “Woke” AI, aims to “fight China”, and rallies executives around Trump's policies (www.ft.com)
2026-1-27 Trump China AI

Digital Realty, QTS, and NTT Data warn the data center industry is doing a poor job of combating local opposition; 24+ US projects were blocked in January alone (www.ft.com)
2026-1-26

The EU opens a formal DSA investigation into xAI over Grok generating sexualized images of women and children; xAI faces fines of up to 6% of global revenue (www.ft.com)
2026-1-26

A profile of Mercor, which pays about $2M daily to ~30K experts training AI models at $95/hour on average, with roles like radiologists earning up to $375/hour (www.ft.com)
2026-1-26 AI

Sources: Ledger is working with banks on a US IPO that could value the French cryptocurrency company at more than $4B; it was valued at $1.5B in 2023 (www.ft.com)
2026-1-24 France IPO Cryptocurrency

Sources: Revolut scrapped plans to buy a US lender and will instead apply for a US banking license, betting Trump's lighter touch on approvals will be faster (www.ft.com)
2026-1-23 Trump

The US' TikTok deal is a win for ByteDance: it will keep and license the algorithm instead of selling it, and continue to run TikTok's commercial activities (www.ft.com)
2026-1-23 Algorithm

Sources: China's review of Meta's Manus deal was spurred by what officials called “selling young crops”, a concern over cross-border transfer of emerging tech (www.ft.com)
2026-1-23 China

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