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US launches probe into Chinese semiconductor industry
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Qualcomm claims trial win in dispute with Arm over chip design licences
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Qualcomm claimed…
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How Geospatial Data Can Inform Investing Decisions?
Geospatial data has the potential to revolutionize investment decision-making by providing investors with insights into…
Harry Belafonte, activist and singer, 1927-2023
When Harry Belafonte died earlier this week, initial reports were divided on how to refer…
Letters to Evan Gershkovich, my friend in a Moscow jail
It costs 20 roubles per page to write to my best friend, 65 for the…
PJT Partners: Elite Firm With Unattractive Margins (NYSE:PJT)
Investment thesis Our current investment thesis is: PJT is positioned perfectly to steal more market…
Hedge funds lose $18bn betting against tech stock rally
Hedge funds betting against US technology stocks have been battered by $18bn of losses after…
POSCO Holdings Inc. (PKX) Q1 2023 Earnings Call Transcript
POSCO Holdings Inc. (NYSE:PKX) Q1 2023 Earnings Conference Call April 27, 2023 3:00 AM ET…
Learn to love ambiguity
To the After Impressionism show at the National Gallery. There is a Georges Seurat landscape…
6 May Dividend Kings To Buy Plus 4 To Watch
Foreword As a supplement to this article, please note that Dogs of the Dow has…
Federal Reserve review pins blame for SVB failure on Donald Trump-era rule changes
Silicon Valley Bank’s failure last month stemmed from weakened regulations during the Trump administration and…
L3Harris: A Ridiculously Undervalued Dividend Stock (NYSE:LHX)
Introduction By now, it's no hidden secret that I have been bullish on defense stocks…
S&P 500 extends rally after week of strong US tech earnings
US stocks advanced on Friday following a week of strong tech earnings, even as investors…
Crane Company Stock: A ‘Show Me’ Story (NYSE:CR)
Earlier this year, a rather interesting transaction was completed whereby Crane Company (NYSE:CR) was essentially…
Deal reached over Ukraine grain imports into EU
Poland and three other EU member states are to lift a ban on imports of…
Elanco Animal Health: Reality Has Finally Caught Up (NYSE:ELAN)
Elanco Animal Health (NYSE:ELAN) is an interesting case study - at least for me. And…
Lazard to cut 10% of staff to contain costs amid dealmaking chill
Lazard said on Friday that it would cut 10 per cent of its staff over…