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🟡 Semafor Business: Game of telephone
In today’s edition, how a fickle CPI makes it harder for the Fed to Fedspeak, and Apple’s best tech bet is in translation.
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China says Nvidia violated antitrust rules, as trade rift deepens
Chinese officials did not give details of how the firm broke competition rules, but said the ruling followed a preliminary investigation.
Dado Ruvic/Illustration/File Photo/Reuters
China’s economic woes deepen, new data shows
Several key data came in below analysts’ expectations in August, while the country’s real estate downturn is intensifying.
Stringer/Reuters
China shuns US soybeans in test for Trump’s trade strategy
China imported about $13 billion of soybeans from the US last year, but has booked no orders so far this year, as it turns to competitor Brazil.
Grain silos in Spiritwood, North Dakota. Karl Plume/File Photo/Reuters.
Bloom Energy’s KR Sridhar on why all CEOs need a power strategy
The fuel cell group’s founder says companies need “the DNA of a rabbit” to move at AI speed, because “there’s not much you can do to the culture of a turtle to make it go faster.”
Robert Galbraith/Reuters
How Paul Hudson runs Sanofi’s AI ‘Fight Club’
The French drugmaker’s CEO says the revolution will not be delegated.
Jemal Countess/Getty Images for Fortune Media
A real glimpse of how AI will actually change global work
Live-translating AirPods foreshadow AI that doesn’t just make things cheaper, but makes entirely new things possible.
Manuel Orbegozo/Reuters
South Korean president warns Trump after Hyundai ICE raid
President Lee Jae Myung said the raid had “flummoxed” the Korean business community and that the US’ tough visa requirements could make it difficult to keep investing there.
US inflation rose 2.9% in August
The new data comes as the Federal Reserve is widely expected to cut interest rates next.
Shareholder democracy enters its Disney-princess-BuzzFeed-quiz era
The big firms are trying to offload the politically sensitive issue of proxy voting back to regular investors. But do investors want it?
Inflation report adds to economic jitters
Even an uptick is unlikely to deter the Federal Reserve from cutting interest rates at its meeting next week.
Oracle shares soar on AI contracts
Oracle’s stock had its best day since 1992, making co-founder Larry Ellison the world’s richest person.
China’s falling consumer prices deepen deflation fears
The country is grappling with mammoth debt, a real-estate market downturn, high levels of youth unemployment, and a broad economic slowdown.
Biden had a vibe-cession. Trump is getting a vibe-spansion.
Companies and consumers are still acting like everything’s fine, even as worrying indicators pile up.
Beyond Pittsburgh: PNC is building the first coast-to-coast US bank in 30 years
PNC’s $4.1 billion deal this week for Denver’s FirstBank is the start of an expected wave of sizable deals consolidating the country’s 4,500 banks.
Musk’s $19 billion spectrum deal turns heat up on telecom companies
The deal, spurred in part by regulatory pressure from FCC chair Brendan Carr, is the latest spectrum land grab.
Analysts warn of stagflation after dismal US jobs report
The report solidified the case for the Federal Reserve to cut interest rates at its next meeting.
e.l.f. Beauty’s CEO on diversity, tariffs, and valuing Hailey Bieber
Tarang Amin runs a “different kind of company” but faces challenges familiar to other executives.
Alice Walton’s prescription for a ‘broken’ US health system
The world’s richest woman is partnering with a ‘whole-health’ focused oncologist to rethink medical education.