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Intelligence for the New World Economy

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Intelligence for the New World Economy

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USA Rare Earth CEO welcomes government intervention

Increased government intervention in the US rare earth sector could lift the entire industry as it tries to build supply chains independent of China, USA Rare Earth CEO Barbara Humpton said at Semafor’s World Economy Summit.
Andrew Edgecliffe-Johnson, CEO Editor, Semafor and Barbara Humpton, CEO, USA Rare Earth speak onstage during the Semafor World Economy Summit Fall EditionPaul Morigi/Getty Images for Semafor

More ‘sanity’ needed in online betting markets, NYSE president says

NYSE’s parent company recently invested $2 billion into Polymarket, a leading online predictions site.
NYSE CEO Lynn MartinPaul Morigi/Getty Images for Semafor

Walmart US CEO on tariffs: Customers are ‘resilient’

John Furner does not see new tariffs having a detrimental impact on the retail giant or its customer base, he said during Semafor’s World Economy Summit.
Walmart CEO John FurnerWalmart CEO John Furner. Paul Morigi/Getty Images for Semafor.

Companies staying private for longer ‘a good thing,’ NYSE Group president says

An ongoing government shutdown won’t torpedo fledgling momentum in the IPO market, Lynn Martin said at Semafor’s World Economy Summit.
Lynn Martin at the World Economy Summit.Lynn Martin. Paul Morigi/Getty Images for Semafor

John Hancock to offer cancer detection tests to retirement clients

The life insurer extends plan to encourage healthy behavior as it warns that Americans are unprepared for lengthening lifespans.
Andrew Edgecliffe-Johnson and John Hancock CEO Brooks TinglePaul Morigi/Getty Images for Semafor

Washington Commanders partner: Sports and music ‘bring us together’

Sports and music are the “two things that really bring us together at scale at a time when we need more connective tissue,” Ein said at the Semafor World Economy Summit.
Mark Ein at the World Economy summit.Mark Ein at the World Economy summit. Paul Morigi/Getty Images for Semafor

The World Economy Summit: Fall 2025 Edition

Shaping the next era of stability and growth.

AI’s age of the dinosaurs

Oracle, AMD, and Intel predate the internet, and one of them predates the moon landing. Why are there so many wizened faces at the cutting edge of tech?

Trump’s diplomacy tour in Middle East shows business undertones

The tour included the Indonesian president’s request to meet one of Trump’s sons to a moment in which Trump marveled at the Gulf’s “unlimited cash.”

Grindr explores take-private after lender calls insiders’ loans

The dating app’s controlling shareholders are discussing buyout financing with Fortress Investment Group, people familiar with the matter said.

Chinese trade holds strong despite US tariffs

The upbeat export and import data came despite trade with the US cratering, indicating Chinese firms are finding new markets for their goods.

LA Times scrambles for cash ahead of 2027 IPO

Patrick Soon-Shiong’s media outfit aims to raise up to $500 million.

Tata, LG trading debuts test India’s IPO market

Two blockbuster trading debuts in India this week will showcase the country’s rising status as a fundraising hub, while testing the strength of its markets.

How Jamie Iannone made eBay an investor collectible

The e-commerce veteran is using AI and customer insights to reduce the “friction” that deters many buyers and sellers.

Ecolab’s Christophe Beck warns CEOs: ‘There is no growth without water’

The water treatment company’s CEO says AI data center demand is making smart management of scarce resources an imperative.

JPMorgan offers an answer to big AI question: Who is paying for it?

America’s biggest bank is spending $2 billion a year on AI — and it’s paying for itself. We need more of this disclosure.

Dissent racks Fed, new minutes show

While most of the central bank’s policymakers still see inflation as a bigger threat than the jobs market, there’s little consensus on the path forward.

Alternative economic data fills gap in government numbers

Alternative economic data is filling the blind spots created by the suspension of data collection during the government shutdown, and the substitutes paint varying pictures of the economy.