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Intelligence for the New World Economy

D.C.
BXL
Lagos

Riyadh
Beijing
SG

Intelligence for the New World Economy

Semafor World Economy

Semafor Business

Chipmaker CXMT becomes China’s most valuable company

The changeover occurred after Tencent reported it had doubled its quarterly AI spending.

Maxim Shemetov/Reuters

What the LA Lakers ‘firesale’ says about sports investing

The fact that Mark Walter found the cash he needs in a professional sports team, and not in his pile of loans and financial instruments, points to a bigger change unfolding in the financial frenzy around sports these days.

Los Angeles Lakers

Gary A. Vasquez/Imagn Images via Reuters

How Britain’s No. 10 intervened in the AstraZeneca-Bristol merger

The scuttled pharma deal triggered UK government worries.

Rachel Wisniewski/Reuters

Reed Hastings on life after Netflix and the next wave of AI

The Netflix co-founder and former CEO says AI could unleash a new wave of “creative destruction.”

The CEO Signal, with Reed Hastings

US inflation rises 0.1% in July, easing pressure on Fed

The inflation data, along with a weak July jobs report, bolster the argument for a hold on rates.

Federal reserve building

Elizabeth Frantz/Reuters

Big tech meets Milton Friedman

Big Tech is working its way through all four stages of a money-spending matrix legendary economist Milton Friedman outlined.

Milton Friedman

Wikimedia Commons

Lip-Bu Tan sought US blessing for Intel’s stock sale

The US government will remain on the sidelines for the $15 billion stock sale.

Lionsgate faces activist pressure to sell itself in ‘AI era’

Anson Funds is pushing the movie studio to avoid becoming an “AI casualty.”

Yen erases gains after US-Japan intervention

The slide raised questions over the efficacy of the maneuver and whether more currency moves may be required.

Nvidia partners with lenders to finance AI infrastructure

The chip giant joined six major Wall Street firms to lend more than $500 billion.

Private-sector loan defaults hit record high

Most defaults are in healthcare, but there are concerns this could spread to software, which makes up 20% of lending.

Weak jobs report not cause for panic, analysts say

Still, the economic picture could pose a political problem for Republicans in the midterms.

Cash-strapped borrowers turn to scrip

The Boston Fed found that over the past four years “pay-in-kind” arrangements rose from 6% to 10% of portfolios at the most common type of private-credit fund, known as a BDC.

Elon Musk rattles the telecom industry

On SpaceX’s earnings call this week, the company confirmed Semafor’s earlier reporting that it planned to move into the mobile business.

Masa Son doubles down on AI bets

The SoftBank CEO is using borrowed money and financial sleight-of-hand to double down on the AI boom.

Novo Nordisk faces a rough patch

Novo’s shares have fallen 15% this year, tumbling further this week after guidance missed analysts’ targets.

Kalshi banks on its predictions’ accuracy

The company studied its bets and found they came closer to reality than most AI models and track human “superforecasters.”

Airtable sale punctures SaaS bubble

It’s a sign that some companies hit hard by the SaaS selloff (or their venture-capital backers, as Airtable is still privately held) are bowing to reality and taking whatever money is available.