Reuters Breakingviews columnist Karen Kwok is now a columnist based in New York focusing on global technology and venture capital sectors, writing stories about artificial intelligence, fintech, and s...

The Claude developer expects to post its first operating profit ​and double quarterly sales ​to $11 bln. That doesn’t account for ⁠cuts taken by partners ​like Google, while costs are soaring. ​Most c...

The money-burning ​developers of ChatGPT and ⁠Claude sparked an ​investment mania, with ​Big Tech set to spend $650 bln this year ​on the ​AI race as lenders pile ‌in. ⁠For now, this vast well of capi...

Amazon, SoftBank and Nvidia could lead what would be the largest private round ever. Yet with $280 bln of possible cash burn by 2030, using HSBC forecasts, the ChatGPT maker will need more before long...

Hg-backed Visma is delaying its IPO until at least 2027, as the AI-driven selloff depresses tech valuations. It follows similar moves by Blackstone. Private equity groups that spent over $220 bln on a...

The $590 bln Dutch firm reported blowout orders. Investors have been fretting about geopolitics, specifically whether China can mimic its circuit-printing techniques, leading to a loss of the company'...

The SoftBank CEO may put $30 bln into the AI lab, having already done so last year. Microsoft, Nvidia, Amazon and Sequoia are backing many horses including Anthropic, but Son is concentrating on Sam A...

The $140 bln Aussie miner will want a nil-premium merger; its Swiss peer a normal 30% takeover premium. But 15% should be enough for both sets of shareholders to live with. Especially when the deal ma...

The red metal has topped a record $13,000 per metric ton, driven by US tariff fears. Yet short-term price spikes can’t justify the cost, time and political risks of building new mines. Without lasting...

Listing conditions were perfect before Greenland. Valuations and volatility indicators still suggest companies should be gearing up to float. The rest of 2026 may be harder, with US midterms ushering ...

The emirate’s past housing busts saw prices fall up to 60%. A five-year boom and glut of new properties mean another correction is due. What happens next hinges on whether the wealthy foreigners drivi...

The software giant’s partnership with the $300 bln ChatGPT maker is fraying over access to tech and exclusive cloud computing rights. In need of consent to change its structure, OpenAI may have to mak...

Labubu, the toothy-grinned plush doll, has powered a 500% rally at Hong Kong-listed Pop Mart, now worth $41 bln. Investors may be betting on the firm's push into theme parks and more. But as the iconi...

The president hopes to secure semiconductor dominance over China by reshoring production and courting allies. His predecessor Joe Biden’s $53 bln subsidies are a start, but success will take years and...

The $6 bln neobank turned a profit for the second year in a row, thanks to rising deposits and still-high UK rates. More lending, hedging and bond-buying should help the group prepare for falling yiel...

Jakob Stausholm will retire from the $107 bln miner after just over four years. He delivered respectable returns, but led an expensive charge into lithium and leaves Rio Tinto’s unwieldy dual listing ...

The Japanese group’s loan-to-value ratio has more than doubled since last March to 20%. It’s hard to see how it can fund commitments to OpenAI and $500 bln Stargate without selling assets. Higher debt...

Saudi and the UAE’s reliance on Silicon Valley’s talents and tech makes it easier to adhere to Washington's new Huawei chip curbs. But Beijing remains a big trading customer and is making headway in A...

The US wants to produce more minerals like rare earths and apply tariffs on Chinese imports. Hiking production in the $325 bln market makes sense but opening new mines will take decades. In the meanti...

High-yield borrowing costs have spiked, raising memories of the $80 bln of loans and bonds that got stuck with lenders three years ago. Yet the leveraged buyout backlog is smaller now, and the credit ...

Conglomerate ABB will hand its industrial arm-making unit to investors. It makes sense given fierce competition and scant overlap with the rest of the $95 bln group. With Nvidia and Tesla’s CEO hyping...

The $79 bln US food delivery giant has bid $3 bln for its UK peer. Even with a relatively modest premium, DoorDash needs growth and savings for its deal to stack up. Still, with rival bidders either d...

Applied Materials bought 9% of $8 bln Netherlands-based BESI. In a less geopolitically tense world, it might be a cross-border takeover instead. Grabbing a stake at least gets the Californian buyer a ...

The $260 bln maker of semiconductor machines says US tariffs will push up the cost of microprocessors and may hit smartphone and data centre demand. New curbs on Nvidia’s Chinese exports add further c...

The buy now, pay later firm made a net profit in 2024 as it eyes a US listing. Klarna was once worth $46 bln, but the last funding round only fetched $7 bln. While a new Walmart deal helps, rocky mark...

The $41 bln miner’s shares are well below the value of a rejected share-based offer from BHP last year, and CEO Duncan Wanblad is mired in writedowns. But diamond woes are old. And Anglo American’s va...

In late 1999 the online fashion startup Boo.com launched its website, which featured a virtual shopping assistant. The avatar, known as Miss Boo, was supposed to offer styling tips to customers and allow them to view jeans and shirts on three-dimensional models before buying. The concept may sound familiar to anyone who has recently listened to technology companies extoll the potential of agents using artificial intelligence. Boo.com collapsed a few months after it launched, in part because the website proved slow and unreliable. The technology industry’s hopes are riding on a bet that AI-powered agents will be more successful this time.

Gary Nagle is flipping the script. The boss of $61 billion Swiss miner Glencore on Wednesday said he would drop a proposal to spin off his coal business via a New York initial public offering. Even so, he may yet opt to re-list the whole business there instead.

A decade ago, France’s capital saw the world unite to fight climate change. In 2025, the US has refused to sign even a vague pledge for ‘inclusive and sustainable AI’ at President Macron’s conflab. Wa...

The Japanese investor may sink $25 bln into the ChatGPT firm. DeepSeek has cast the OpenAI strategy of spending huge volumes of capital on smarter AI models in a new light. SoftBank investors will fre...

The DeepSeek model’s quality and low cost has spurred a selloff in chips and energy stocks. Chinese competition may indeed hit ‘picks and shovels’ players like $3.5 trln Nvidia. But it’s not yet certa...

The $92 bln streamer more than doubled its market value last year. A change of pricing structure for artists and subscribers, plus artificial intelligence boosts, suggests CEO Daniel Ek can keep raisi...

Mark Zuckerberg is, among other things, resetting his relations with Europe. Towards the end of Tuesday’s five-minute video relaxing content moderation rules, the Meta Platforms chief executive criticised European technology regulations and pledged to work with President-elect Donald Trump to “push back on governments going after American companies and pushing to censor more”. That sounds bad for the EU’s agenda to moderate content on social media – but Meta doesn’t hold all the cards.

In 2016 Masayoshi Son offered to invest $50 bln stateside. Now the Japanese group’s founder has promised Donald Trump twice that sum, despite having barely a quarter of it at his disposal. It will be ...

Mike Henry will take another crack at buying Anglo American – with a partner. The BHP boss’s previous attempt to buy his smaller rival to become the world’s top copper miner failed in May due in part to his proposal’s complex structure and in part to his unwillingness to pay a big premium. The six-month cooling-off period imposed by UK takeover rules expired at the end of November. But recent developments make another solo attempt even harder to pull off, increasing the appeal of shouldering the burden with rivals.

Artificial intelligence models require vast amounts of data. The companies that run them, like ChatGPT creator OpenAI, require vast amounts of cash. There’s a logical solution to the $157 billion group’s perpetual fundraising quest: the mother of all meme-stock initial public offerings in 2025.