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Four months ago, the FT’s Rob Armstrong and Elaine Moore placed their bets on two po…

Small-cap stocks surge in expectation they will benefit disproportionately from a Fed interest rate cut

‘Say the line, David!’

New users and customers outside the US do not provide the same contribution in revenues

Jonathan Kanter pushes for ‘meaningful intervention’ over concentration of power in artificial intelligence sector

Constellation Energy is set to deliver power capacity for a Pennsylvania data centre run by software titan Microsoft

US regulator seeks more information on multibillion-dollar ties between Google, Amazon and Microsoft and OpenAI and Anthropic

And Chinese stimulus