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Reuters Breakingviews

@Breakingviews

The world's leading source of agenda-setting financial insight and commentary. Sign up for a free trial at https://teapaw.org/t.co/wQHuIde2Db

breakingviews.com
Joined January 2008
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Anthropic opts for Frog and Toad governance - tinyurl.com/mvwetr8x
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Italy’s deal magician hits limit of M&A escapology - tinyurl.com/4u3rn6w6
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How a Universal LBO could hit the right notes - tinyurl.com/ycykp5dt
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Artificial intelligence reaches its Napster moment - tinyurl.com/2rdyd264 - @felixmwmartin
Breakingviews - COMMENTARY: Artificial intelligence reaches its Napster moment

Breakingviews - COMMENTARY: Artificial intelligence reaches its Napster moment

Anthropic ​has launched its mega-IPO ⁠just as ​the technology’s scope ​to upend the software industry becomes clear. The ​revolution that ​engulfed the music business ‌in ⁠the early 2000s is a...

reuters.com
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Geely Auto’s overhaul is going nowhere fast - tinyurl.com/22rayntd - @KatrinaHamlin
Breakingviews - COMMENTARY: Geely Auto’s overhaul is going nowhere fast

Breakingviews - COMMENTARY: Geely Auto’s overhaul is going nowhere fast

Founder Li Shufu has kickstarted electrification, succession and ​a restructuring. His $20 bln ​Chinese carmaker just reported a ⁠28% jump in quarterly earnings. ​But the market keeps treating ​it...

reuters.com
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China wealth boom barely flinches at tax crackdown - tinyurl.com/mrx8a2cx - @ugalani
Breakingviews - COMMENTARY: China wealth boom barely flinches at tax crackdown

Breakingviews - COMMENTARY: China wealth boom barely flinches at tax crackdown

Strong ​account openings and $60 bln of inflows at HSBC ‌and StanChart show little change in customer behaviour. AIA's dip in the value of new business is mild. Beijing’s tougher enforcement of...

reuters.com
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What a difference a year makes in AI accounting - tinyurl.com/5h326vbb
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Anthropic’s spending is worryingly anthropocentric - tinyurl.com/4tva2h2p
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Marvell's optical deal looks dangerously myopic - tinyurl.com/4yt48sfu
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Haleon sales sniffles calls for tough medicine - tinyurl.com/2kzbepe7
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French banks have privileged perch for debt crisis - tinyurl.com/37ach688
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Next ECB chief matters more for France than rates - tinyurl.com/375ehxpr
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Samsung's returns conservatism is self-defeating - tinyurl.com/4pyufsxe - @mak_robyn
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UK neoliberalism survives until the next election - tinyurl.com/4vbdyx7f @jonsindreu
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Anthropic’s IPO is all about ignoring the future - tinyurl.com/2whnsa4y @KarenKKwok
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Europe's bank trading clean-up has further to go - tinyurl.com/45vt2shk
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Israel’s vote prolongs Middle East instability - tinyurl.com/ybws85h8
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Anthropic offers glimmer of hope for China AI labs - tinyurl.com/4wdy7kbp - @mak_robyn
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Seoul's worst China tech fears are coming true - tinyurl.com/2s4z7j8v - @mak_robyn
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Instacart would be an expensive impulse purchase - tinyurl.com/3pnuaszb
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