FT

Traditional_Lead8214

Companies - Hold my beer Companies turn to Chinese AI models to cut costs - https://giftarticle.ft.com/giftarticle/actions/redeem/c3b33fd5-4b1e-49bf-996a-0c5767f8da3a via @FT

Gullible_Ad3785

Damn FT is reporting that hedge funds are feasting on the corpse of Musk's ambitions. 30% of the shares are being borrowed to short.   LMAO lmao the regards financially engineered an all time turd before the first lockout period ends.

trsx5

Trump Media is reportedly seeking up to $100,000/month from hedge funds & traders for "millisecond-fast" access to Trump’s posts. — FT lmao wtf? HELLO CONGRESS??

ZYHUA

China Kimi K3 to release open weight model today on-par with Anthropic Fable --FT

OrlandoDeBois

FT

ZappRowsdour

The only thing I remember seeing was something from the FT saying Google basically couldn't provide as much Gemini capacity as Meta wanted to use, and as described it sounded sort of like a rate limit.

NotMe357

Today's first fake pump news: "Dubai plans new port to bypass the Strait of Hormuz- FT"

SOROKAMOKA

According to an FT article the Koreans are selling their stocks and using the money to buy property.

SOROKAMOKA

Read an article in the FT talking about quantum computing stonks, and I think the title was "schrödinger's cat bounce" and it made me chuckle

tropicalia84

>US sends team to Beirut to shore up Israel-Hezbollah ceasefire - FT. # NEW SPY ALL TIME HIGHS MONDAY FOLKS

jerome-yellen

US sends team to Beirut to Shore up Israel-hizbollah ceasefire- FT

razeusv2

Hmmm, I wonder if MS FT is down today. *checks Yahoo Finance* Yes, of course it is.

jonneh

Anthropic killing the game and these two are getting desperate 💀 > (FT) -- OpenAI and Google sell AI models to blacklisted China tech companies > > The US companies confirmed to the FT that they have been supplying AI services to Singapore-based subsidiaries of Alibaba, Baidu and Tencent, which the US government has accused of working with China’s military.

SnooHedgehogs5162

APPLE HAS STARTED TESTING CXMT’S DRAM FOR APPLE DEVICES SOLD IN CHINA — FT And people buy memory stocks? 😂

SOROKAMOKA

FT reported that many Koreans are taking their stock gains and buying property. President is urging folks to stop because property prices are sky rocketing and creating a bubble. Also I guess he is trying to pump kopsi

slowpoke2018

We hire the US roles FT as we can move them to the bench between contracts which we can't do with those contractors we hire in Mexico.  And yes, we pay below market though I have zero to do with what or how our deal desk sets as the going rate for each project 

An_Unusual_Mind

FT: USA -3, Belgium -2

Independent-Eye9513

USA shall prevail 2-1 FT

BarbellPadawan

“Bank of Korea to bring in J Powell as a special consultant to stabilise the KOSPI.” -FT

glass_wheel

Agreed that people should read the article, and more people doing that would resolve a lot of confusion, but it would also be good for CNBC to not write headlines this way. Comparing it to the headline of the FT report that CNBC is referencing, "Google caps Meta’s Gemini use as AI demand strains capacity" at least mentions capacity, although even that is written in the common, roundabout "X happens as Y happens" framing that leaves it up in the air what the actual cause and effect are. 

Maverixk_

The title of the FT article: Apple seeks to buy memory chips from blacklisted Chinese company Apologies I guess they’re wrong and you, dustsmoke, got it right

Hot_Philosopher_6558

# Apple seeks approval to buy chips from blacklisted Chinese company, FT reports extremly bullish for mag7 capex spending if true, means they have better margin and more money to spend on innovation, hope it gets approved

drytexterfinalboss

APPLE SEEKS U.S. APPROVAL TO SOURCE MEMORY CHIPS FROM CHINA’S CXMT: FT Uh oh memory "dip' buyers LMAO 🤌

NotMe357

Apple seeks U.S. approval to buy memory chips from China’s CXMT, FT reports "Investing.com -- Apple is lobbying the TACO administration for approval to source memory chips from Chinese manufacturer CXMT, despite the company being included on a Pentagon blacklist over alleged ties to China’s military, the Financial Times reported on Friday. Track Apple, AI, and semiconductor stocks with InvestingPro – now 50% off The report said Apple has been seeking assurances from the Commerce Department and other administration officials that buying chips from CXMT would not trigger future restrictions, as the iPhone maker looks to ease pressure from rising memory chip prices. Apple is not prohibited from purchasing chips from CXMT or fellow Chinese memory maker YMTC. Both companies, however, are listed on the Pentagon’s Chinese Military Company list, which carries reputational risks even though it does not generally prohibit commercial transactions. The effort comes after Apple raised MacBook and iPad prices by 20%, citing higher memory costs. The company is looking to diversify its supply chain as tighter industry supply and strong AI-related demand continue to push up DRAM prices. CXMT has rapidly emerged as China’s national champion in the DRAM market and recently received approval to pursue a listing in Shanghai. The company is seeking to challenge established suppliers by expanding production, aided by government support, as China works to build a more self-sufficient semiconductor industry. Outside China, the global DRAM market remains dominated by Samsung Electronics, SK Hynix, and U.S.-based Micron Technology. Apple relies on all three suppliers for memory used in its devices, making any addition of CXMT a significant shift in its sourcing strategy. Micron has been one of the biggest beneficiaries of the AI boom, with strong demand for high-bandwidth memory (HBM) used in AI servers tightening supply across the broader memory market. The resulting shortage has also lifted prices for conventional DRAM used in smartphones, PCs, and other consumer electronics. Western Digital spin-off SanDisk remains focused on NAND flash memory rather than DRAM, supplying storage chips used in smartphones, PCs, and data centers. Although it does not compete directly with CXMT, higher memory prices and changing supply dynamics across the semiconductor industry could influence demand and pricing across both DRAM and NAND markets. The report said it remains unclear whether the White House would support Apple’s request, particularly given congressional opposition to expanding commercial ties with Chinese semiconductor companies viewed as strategically important." --- Investing.com

gnanwahs

\*APPLE SEEKS US CLEARANCE TO BUY MEMORY CHIPS FROM CXMT: FT $MU down 10% Monday

yayahi

Apple Seeks US Clearance to Buy Memory Chips From CXMT: FT Memory limit down Monday

tachyonvelocity

Memory is on a timer: Apple lobbies Trump administration for approval to purchase memory chips from CXMT - FT

Smurf_Crime_Scene

Spacex yields are junk-level according to FT. 

mikeedla

FT, i'm out enjoy my $500

Unfair_Adeptness_838

Hope FT made a bank shorting META. Recipe is simple: 1. find struggling stock 2 buy putz 3. publish negative news that might not materialize 4. profit

razeusv2

Fuck it. Today is the day I sell MS FT. I was up as much as 40% at one point and it's gone way down so I'll break even. What a joke of a stock.

Odd_Bend_7919

Meta will not be increasing their float by 25%, that implies a 350 billion raise? If in line with the Goog raise it will likely be 60 billion representing a 4.28% dilution. Again this was just speculation from a FT article and dismissed by Meta. IMO complete market over reaction.

chessmathster16

MS(oft)FT needs some HIMS

TomatoSpecialist6879

Damn he just mogged the FT journalist lmao

SoftwareFull1527

get this FT lesbian ber outta here

Coolpop52

Main parts of the article: “Audited financial figures confirmed by people familiar with the matter show the company spent about $19bn on research and development in 2025 and nearly $6bn on sales and marketing, as well as other costs. The spending figures, up sharply from the previous year, offer a rare glimpse into the economics underpinning the AI boom, particularly OpenAI’s lavish outlay to build models, fund data centres and recruit top researchers. The numbers, which were first shared with the FT by independent journalist [Ed Zitron](https://www.wheresyoured.at/exclusive-openai-financials/), suggest OpenAI’s revenues are outstripped by rising costs. [OpenAI](https://www.ft.com/stream/e3402603-d253-4aa1-ac4d-fc9bdbf4ccb8) booked about $13bn in revenue last year. By the end of 2025 it was generating $2bn in monthly revenue, up from $1bn a quarter at the end of 2024, making it one of the fastest-growing businesses in history. But heavy spending contributed to a nearly eightfold increase in the net loss attributable to OpenAI, which soared from $5bn in 2024 to around $39bn in 2025. A person familiar with the matter said the large majority of that jump reflected a non-cash accounting charge linked to the company’s previous structure rather than its underlying operations. … Stripping out the charge and other non-cash expenses, such as stock-based compensation of staff and computing credits from Microsoft, OpenAI’s losses were $8bn, according to the person.”

WrexyWrex

Professional services firm KPMG has pulled a report titled, “Redefining excellence in the age of agentic AI,” after numerous organizations said the report’s claims about their AI usage were untrue. Research group GPTZero identified a number of inaccuracies in the report, which was published in October 2025. GPTZero [told the FT that the inaccuracies stemmed from AI hallucinations](https://www.ft.com/content/b3828e92-4961-4b39-84f0-c42f33be3c3f). In other words, **the professional services firm appears to have used AI to help write a report about AI.**  [**https://techcrunch.com/2026/06/13/kpmg-pulls-report-on-ai-usage-due-to-apparent-hallucinations/**](https://techcrunch.com/2026/06/13/kpmg-pulls-report-on-ai-usage-due-to-apparent-hallucinations/) **KPMG has pulled a paper claiming AI hallucinates stating that the paper was written by AI which hallucinated the findings at the same time claiming that CEOs are saying that AI hallucinations are untrue** **you fucking tell me what's going on lmao**

stickybond009

A KPMG report on how AI is being used by businesses across the world exaggerated adoption of the technology with bogus case studies that appear to have been based on AI hallucinations. The October report, “Redefining excellence in the age of agentic AI”, made numerous false claims about the use of AI by organisations including the Swiss bank UBS, the UK’s National Health Service and the public transit groups Swiss Federal Railways and Transport for London. The inaccuracies were identified as AI hallucinations by the research group GPTZero and verified by the FT

Billagio

Yeah my charting on FT+ desktop is gone

MagnesiumOvercast

It's sort of interesting how heavily they're pushing retail given how negative all the retail sentiment I've read is (Reddit, fintwt, news comment sections etc). Maybe there's some silent majority of normies who aren't subbed to /r/investing and don't know how to get around the FT paywall who are all over it. Plausible given the media coverage.

AnonymousFirm

Bro, read an article anywhere…wsj, FT, nbc markets, google, any AI platform. Fuck, try any search bar

AegonTheMeh

Literally 3 hours ago \> Israeli Prime Minister Benjamin Netanyahu will have no choice but to accept whatever deal the US negotiates with Iran, Donald Trump said, because the US president "calls the shots" \>"He won't have any choice," Trump told the FT in a telephone interview. \>"I call the shots. I call all the shots. He \[Netanyahu\] doesn't call the shots."

VTI4LYFE69

Trump tells FT that Israel would have no choice but to accept whatever deal the US negotiates with Iran "He won’t have any choice. I call the shots. I call all the shots. He [Netanyahu] doesn’t call the shots"

JohanLiebert92

🥭: “I CALL THE SHOTS. I CALL ALL THE SHOTS. HE \[NETANYAHU\] DOESN’T CALL THE SHOTS.” - FT INTERVIEW lmaooooooooo

iLov3musk

President Trump says Israeli Prime Minister Netanyahu will have "no choice" but to accept a US deal with Iran, because he "calls the shots," per FT.

jonneh

Claude is kicking their ass bro 😭 # > (FT) -- OpenAI is preparing the biggest overhaul of ChatGPT since its launch kicked off the AI boom, as the $850bn group hunts for new engines of growth ahead of a planned listing this year. > > The company intends to transform the chatbot into a “superapp” that combines coding tools and AI agents, adding products that executives believe will generate more revenue.

JB-ZR1

OP — get the help/therapy you need for a fresh start. It may seem like the end of the world but youth is on your side. I have a sister who lost everything after a bad marriage and Divorce in her 40s. She’s in her mid 60s and just bought a nice townhome. But she had to work hard, save her money and recover her life. She’s been through a lot but worked hard for the past 20 years to turn things around. You already have admitted you have a serious gambling problem. That’s the first step. Start over. Get a side hustle in addition to FT work. Invest on autopilot and don’t watch it daily. Put in the work, do the therapy, stay committed and you will get there. I’m sure your post has helped someone sober up a bit and possibly change course. Thanks for sharing it. Wishing you the best.

knoqd_

"Meta’s Big Tech rivals such as Microsoft and Amazon are also likely to be considering their own stock sales" - FT

RetinalSmear

"Microsoft and Amazon are also likely to be considering their own stock sales" -FT

rainbowspooge

the biggest flaw in the naysayers is they cannot see past their nose with anything involving elon. they forget the thousands of the best engineers on earth that want to work for him and are very passionate about creating novel technology to solve problems. these people don't understand the value but yet talk about it like they do, come out on bottom, then say it's because of the evil elon and his connections. they cannot reconcile their own ignorance with the reality they were wrong. just look at FT or nytimes, the snobby elites act like everything associated with elon is smoke and mirrors and none of the technology is real and think it's all a scam, it's astounding igorance and arrogance.

blemdemman

damn big T really cussed out nutty wahoo on FT lmao

Suspicious_Alarm_193

Hey you copy and pasted a FT article, well done

Razzzclart

Did you just copy and paste from the FT article over the weekend?

Broad_Ad310

Ah understood thank you! Yea I’ve had my 1099 job for about 3 years but have never done a solo 401K since I’ve always also had a traditional 401K/403b/457 with a FT employer. I do also have a brokerage account for anything additional that doesn’t go into retirement income.

xtopiana

This is essentially just a re-written article in the FT Weekend by the way folks. Almost the same phrased ‘enshittification’ title. No original post here :( 

maffoobristol

It's driving me mad! It's all these weak metaphors like "X dressed up as Y", or that a company has "quietly done X". It's so blatant and just makes me instantly devalue any point the original poster is making, even if said point is good (plus it sounds like they've taken an FT article about it and got ChatGPT to rewrite it) Also just any post that is longer than a couple of paragraphs instantly makes me think AI because no real person can really be arsed writing that many words about something like this.

NectarineNegative769

Another option is to find companies that have fallen and are bouncing back SYNT chemical company. They made the FT's list of biggest losers after dropping 98% (!!). Only one way it will go from there and it's 5x YTD. Now I see there is a larger sectorial investment from Ineos: https://www.ft.com/content/978bda91-9215-45f8-861f-5c616cddfa4b?syn-25a6b1a6=1

Defiant-Plantain1873

Well i mean some guy from a fund was quoted in FT as saying “the fundamentals don’t make any sense but you’d be insane not to buy it” in regards to spaceX so maybe it’s not a bad bet at all

RandomRocketScience

All price targets are just guesstimates. We have 10M barrels a day of reduced supply, and we need to balance and Demand and Supply through price. So far SPR releases have disrupted price discovery. I cant tell you what price leads to that amount of demand destruction, but $115 a barrel was not nearly enough. Im mostly referring to estimates from JPM and GS, this is a screenshot of JPMs oil forcast. Notice how the worst case they are estimating is full opening in july, which seems implausible at this point. FT headlines a couple weeks ago were estimating $200, but I cant find them right now. https://preview.redd.it/tw0jc6zm3t3h1.jpeg?width=1224&format=pjpg&auto=webp&s=f265273bb929100d5579d8650edaff9a430edaf1

NectarineNegative769

Take a look at lse:SYNT Down from 20 pounds to 1gbp but up from 20 pence! Gotta be worth a punt at that discount. I got in at 40p Where to find them: I look at the FT's worst performers. That's right, the bottom of the barrel. That way, the only way is up. Some will go broke, some will stay on life support and some will bounce back. SYNT has tripled in the 6 months I have owned it Generally, companies that make stuff (chemical company in this case) have an actual floor. Especially in uncertain times. They become "dual purpose" (industry and defence). I felt worth a punt and there is more runway in it

NotMe357

"TAVO’s Board of Peace fund is empty," per FT" He YOLO it all on calls? 🤔

NoInstructionManual

This article seems to cover the key points https://www.mediaite.com/media/news/trumps-official-board-of-peace-fund-is-empty-but-dollars-are-moving-beyond-public-oversight-ft/ Trump’s Official ‘Board of Peace’ Fund Is Empty – But Dollars Are Moving Beyond Public Oversight: FT

pysapien

$FT

Spy300

>Real wages start to shrink in developed countries-FT Devalue the debt, they must.

pysapien

$FT flyinn

DeadlySunrise

I believe the president had no choice but to invest in quantum computing. Quantum computing has been considered the next arms race. The top CIA and former FBI director considered quantum computing to be the greatest national threat. Wired, the Atlantic, the economist, FT etc have all covered it. It’s rather simple if you think about it. Quantum’s potential with Ai is truly terrifying.

single_B_bandit

\> US and Iran move closer to extending ceasefire by 60 days, say mediators Read that sentence again. All the way to the end. \> say mediators What part of that is a lie? If someone doesn’t know by now that the source is a pathological liar, they should just save their money and cancel their FT subscription, as they clearly don’t read the news. In fact, did you even read the article you’re saying is a lie? Because it doesn’t sound like you did. They specifically quote Ghalibaf saying: \> Tehran would not step back from its “rights”, especially when dealing with the US, which “has not been sincere and cannot be trusted”. And then Baghaei too, saying: \> we have the experience of the American side’s contradictory statements and shifting positions. They have put forth conflicting stances several times, They’re doing exactly what you’re saying journalists should do. You just need to, you know, actually read the article before complaining about it.

vermilli21

* Mediators believe they are nearing a deal to extend the U.S. ceasefire with Iran by 60 days and establish a framework for nuclear talks, the Financial Times reported Saturday, citing people briefed on the negotiations. The agreement would include a gradual reopening of the Strait of Hormuz, a commitment to discuss Iran’s stockpile of enriched uranium, eased sanctions, and the phased unfreezing of Tehran’s overseas assets, the FT reported. Iran’s foreign ministry spokesman said Tehran is finalizing a “memorandum of understanding” to end the war as a first phase, before moving to broader talks within 30 to 60 days. So its just a very specific ceasefire, LOL

Consistent_Rule101

From FT : The US government will take equity stakes worth a total of $2bn in a slew of quantum computing companies, including a start-up backed by a firm with links to the Trump family and one taken public by a Pentagon official. D-Wave Quantum, an awardee that was taken public in 2022 by Emil Michael — now a top Pentagon official — was up more than 20 per cent. Among the recipients was also PsiQuantum, which last year raised money from a group of investors including 1789 Capital, the venture capital firm at which Donald Trump Jr is a partner. ...several companies have received smaller sums, including [Vulcan Elements](https://www.ft.com/content/952f37ba-78b4-42a4-8d1b-2258de65f2c0), a little-known rare earths start-up with about 30 employees, in which Trump Jr’s venture capital firm has invested. "

RandomRocketScience

Strong agree. Worst case estimates from Goldman and JP Morgan only go up to a full opening by june. We are weeks from operational tank bottoms in Cushing. Strategic reserves are being drawn from at historic rates. We need crazy price hikes to actually achieve demand destruction equivalent to the supply loss. We've lost more than 1B barrels to this crisis, an enormous amount. Even if the strait opened yesterday, the supply crunch is enormous and bound to cause a steep increase in oil. Saudi Aramcos CEO put it like this: “If the Strait of Hormuz opens today, it will still take months for the market to rebalance, and if its opening is delayed by a few more weeks, then normalization will last into 2027” Most commodity analysts estimate $120 a barrel at least. $150 was estimated in the FT 2 weeks ago or so. A couple days ago they were forcasting $180. Call me retarded, but this seems like the easiest trade in history. If you ask me I'd lean towards WTI now. WTI/Brent spread will converge as stategic reserves are shipped to EU and Asia. Eventually I'd move to Brent. Surely the US will decide to stop exporting its strategic reserves at some point, at which point you'd wanna be long Brent.

SpotlessCheetah

All the sites like Barrons, WSJ, FT, Reuters are there to make you sell, but you have to separate the truth from their nonsense, continuously re-assess, and figure out whether it's actually bullish (usually actually) and keep adding more - those are free discounts. Redditors haven't figured that out. They just panic.

likamuka

OPENAI HAS BEEN LAYING THE GROUNDWORK FOR AN OFFERING EXPECTED TO VALUE IT AT NORTH OF $1 TRILLION - FT Fucking mental. Totally mental. Just like their psychopath CEO.

Last_Membership_1063

>Beijing banned an Nvidia gaming chip while the company’s chief executive Jensen Huang was visiting China with Donald Trump last week, the latest salvo in the superpowers’ battle to dominate AI. The chip was added to a list of banned goods at China’s customs checkpoints last Friday, according to a copy of the document seen by the FT and two people with knowledge of the matter. The move highlights Beijing’s determination to keep out Nvidia’s chips, especially the degraded versions made to comply with US export controls. The Chinese government wants to support domestic chipmakers such as Huawei and Cambricon as they catch up to their US rivals. The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls. It was aimed at Chinese gamers and 3D animators but it has also been bought by AI developers, cut off from the most sophisticated Nvidia products. Nvidia’s Huang said on Monday that he believed China’s market would become accessible to US chip suppliers. “My sense is that over time, the market will open,” he told Bloomberg TV. Sales of other Nvidia chips including the H200 and the H20, another China-specific product that Nvidia sold earlier in the market, have been blocked by Beijing even though the Trump administration has approved sales to Chinese tech groups such as Alibaba and Tencent. Huang joined Trump at the last minute to be part of a US delegation to Beijing, where he was seen eating local delicacies and touring the Chinese capital outside the official summit. Trump said on Air Force One after visiting Beijing that China “chose not to” approve the purchases of Nvidia’s H200 chips because “they want to develop their own”. Huawei is set to capture the largest share of China’s AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese companies seeking domestic alternatives to Nvidia, the FT reported earlier this month. Morgan Stanley forecasts that China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese groups. The US bank estimates the market to be worth about $21bn this year from domestic suppliers. China’s AI chip sector was previously dominated by Nvidia, which sold products worth just over $17bn — mostly H20 chips — in the Chinese market in the 2025 financial year. China’s customs agency and Nvidia did not immediately respond to requests for comment. The chipmaker and world’s most valuable company is scheduled to report earnings on Wednesday afternoon in results regarded as a bellwether for the state of the AI infrastructure boom.

Mahrez-

🥭and sons to be ‘forever’ exempt from tax audits, per FT

bzl33

> DAN SUNDHEIM'S FIRM D1 CAPITAL PARTNERS SET TO HOLD A STAKE WORTH ROUGHLY $20BN IF SPACEX HITS EXPECTED $1.75TN VALUATION - FT $SPCX might maintain the valuation through the lockup. So many people in finance have a stake in it or are planning on investing at the IPO.

leftofdanzig

> Now, the aforementioned court has said that staffing levels required to maintain safety, prevent damage to the facility, and maintain product quality "must remain at normal levels," FT reports. Furthermore, union members and their leaders will not be allowed to occupy or lock company facilities, or to prevent workers from entering them The 2nd part makes sense but am I understanding the first part correctly? The court is requiring the union to go to work?

NectarineNegative769

SYNT chemical company. They made the FT's list of biggest losers after dropping 98% (!!). Only one way it will go from there and it's 5x YTD. A very sweet increase for a stock available at 20 cent!

Low-Award5523

With spacex, openai, and anthropic bringing trillions of new equity to the market, theres gonna be in essence a dilution of the whole fucking thing. An FT article this weekend said its projected to be like a 6% dilution of the total market. So, could it pop a bubble? Could it shock some tickers? I think yah. Deeply. Its going to get messy, no matter what. For these hugely hyped 3 companies that are already overvalued, we retail fools are the EXIT LIQUIDITY.

signaturefor

Doesnt mean they cant announce an agreement even if banking financing needs several weeks as FT article mentions.

haniyarae

Just replying for anyone following, the FT recent had a piece about the big banks bailing from data center debt. https://archive.is/Y3iRn but everyone here knows irrationality pays until it doesn’t.

CMTTrader

\*\* Shares of fast-food chain Wendy's WEN.O up \~10% at $7.41 premarket \*\* Activist investor Nelson Peltz’s Trian Fund Management seeks investor backing for a bid to take Wendy's private, the Financial Times reported \*\* Trian has held discussions with outside investors, including in the Middle East, about funding a potential takeover of Wendy's - FT report

SpotlessCheetah

FT is really bad at everything they publish.

HamSand-a-wich

I mean this wasn’t just a slip of the tongue. From the FT article this guy was quoted in a video interview saying: “I’m not fucking Mahatma Gandhi, I’m not here to talk about morality, OK. I was the best fucking trader in the fucking world and I’m the guy that calls it right every fucking year” I’m sure he’s more qualified than the vast majority on Reddit. That doesn’t make him trustworthy and the FT article outing him is evidence of that.

varingian

The only reason I didn't read is because I can't, it's paywalled 😅 but you got a point, it's the FT after all. I'll dig deeper, thanks for the tip!

WiseIndustry2895

How many times have an article/news alert to come out from FT,the information or WSJ only for Iran state news to rebuttal those fake news?

HamSand-a-wich

He wasn’t. The FT debunked it. He lied about his performance as a banker to increase his profile. https://www.ft.com/content/7e8b47b3-7931-4354-9e8a-47d75d057fff

okenrav

[***Chris Hohn’s hedge fund slashes $8bn Microsoft stake in warning over AI disruption TCI has cut its position in tech giant from 10% to 1%***](https://www.ft.com/content/ac5d90a9-b010-4529-9616-706420920681?syn-25a6b1a6=1) ***- FT*** <-- article argues the opposite direction of the same thesis: MSFT may be fine regardless, because their claim on OpenAI's upside is senior and fixed. Hohn's bet is that AI erodes Microsoft's own product moat. The circular-deals argument says Microsoft gets paid either way. Both can be true simultaneously, which is actually the more uncomfortable read — MSFT's AI exposure is mostly heads-I-win (compute billing) with a smaller tail on equity upside. The $1.15 trillion obligation number is a **ceiling, not a flow** — IDIQ/OTA ceilings inflate aggregate market \~5x vs. actual obligation rate. The same applies here. "OpenAI owes $1.15T to Oracle/Microsoft/Amazon" is a multi-year ceiling on commitments, not a near-term payable. **The real stress-test is whether annual compute spend can be funded from annual revenue.** That's a much smaller number and the article doesn't disaggregate it. **The circularity is also a coordination trap** — hyperscalers cannot let OpenAI fail without pulling the rug on their own cloud demand narrative. MSFT/AMZN/GOOG have already written the equity checks; letting the labs collapse would mark down their own balance sheets and crater the capex justification story. This creates an implicit floor that the **article doesn't credit.**

sandygws

Paywalled so: Rate cuts by the Federal Reserve would be “counter-productive” and the US central bank may even need to lift borrowing costs as policymakers contend with the fallout of Donald Trump’s war in Iran, Pimco warned.  Dan Ivascyn, chief investment officer at the $2.3tn bond giant, said the surge in energy prices triggered by Iran’s closure of the Strait of Hormuz has created new challenges for US policymakers who have struggled for years to reduce inflation to the central bank’s 2 per cent target.  “We’ll want to see measured responses \[from central banks\] or even, if necessary, potentially a tightening of policy,” Ivascyn told the FT on the sidelines of the annual Milken Institute conference in Beverly Hills, California.  “\[The\] US is further away from that, but you are going to see more tightening as it looks today in Europe, the UK and maybe even Japan, and I wouldn’t take it completely off the table for the US either.”  He added that any reduction in US borrowing costs “would be counter-productive . . . given the inflation dynamic and the uncertainty around inflation, the uncertainty around inflation expectations”, noting that any such move “very well could lead to higher intermediate long-term rates”. Jenny Johnson, chief executive of Franklin Templeton, a US asset manager with $1.7tn in assets under management, added in a separate interview at the conference that “inflation is going to be harder to keep control of,” warning that “it’s going to be difficult for the Fed to cut.”  She said that investors were showing an increased appetite for inflation-protected assets, with interest in real estate as rents typically go up with broader price rises. The remarks come amid a fierce debate at the Fed over how to respond to the rise in inflation prompted by the jump in oil prices. Inflation in personal consumption expenditures, the Fed’s preferred gauge, registered 3.5 per cent in March, the highest level in almost three years. The Fed last month held rates steady for the third straight meeting, but its decision featured the highest number of dissents among rate-setters since 1992.  The Fed retained a hint in a statement following the meeting that its next move could still be a reduction in interest rates. This so-called easing bias means most Fed watchers still do not expect rate rises, while trading in futures markets suggests investors are broadly betting that policymakers hold borrowing costs steady this year. The world’s biggest economy is a net exporter of oil and gas, meaning “the pressure in terms of inflation is widely different in the US versus the UK or Germany,” said Pimco’s chief executive Manny Roman. Still, he and Ivascyn said that buoyant corporate earnings and anticipated expenditure on AI projects had continued to propel stock markets higher, adding further heat to US growth. US bond yields have soared as the war upended expectations coming into 2026 that the Fed would cut rates several times this year. The two-year yield, which closely tracks policy expectations, has jumped around 0.5 percentage points since the war began in late February to 3.87 per cent.  Both Pimco and Franklin Templeton said they expected the Fed to remain independent, even as Trump has sharply criticised the Fed and its chair Jay Powell for not sharply reducing US borrowing costs. Powell last week said that he would stay on as a Fed governor after his term as chair ends on May 15, breaking longstanding precedent. At a post-meeting press conference on April 29, he pointed to “legal assaults” by the Trump administration on the world’s most important central bank. Kevin Warsh, the US president’s nominee for the chair position, “will certainly try to narrow the Fed’s scope, likely reduce the amount of communication associated with the Fed process in general”, said Ivascyn.  But the bond fund manager believes that “Warsh will be sufficiently independent in the areas that the market cares about . . . The setting of rate policy, the management of the balance sheet.” Franklin Templeton’s Johnson added that Warsh “is going to care about his long-term legacy, which goes beyond the Trump administration. And so I think he’s going to try to do what he believes is right.” “The courts have ruled; the checks and balances that the Founding Fathers put in the system are kind of working,” she said. “There can be a lot of statements around trying to influence the Fed, but the Fed is still independent.” Warsh’s appointment has been approved by the powerful Senate banking committee and he is broadly expected to be confirmed by the Republican-controlled Senate before Powell’s term ends next week.

callsonreddit

I think this is the reason MU SNDK +15% today. Lmk if not Anthropic weighs fundraising for near $1 trillion valuation, FT reports [https://www.reuters.com/technology/anthropic-weighs-fundraising-near-1-trillion-valuation-ft-reports-2026-05-08/](https://www.reuters.com/technology/anthropic-weighs-fundraising-near-1-trillion-valuation-ft-reports-2026-05-08/)

Fragrant-Data6554

how do hedge fund managers have a FT job generating 12% returns meanwhile i generated 20% YoY growth in the last 10 years i've been investing while just rotating 15 different stonks?

leeuwvanvlaanderen

Fellow FT podcast enjoyer I see 

CD274

10GW of Open AI compute came online already, reported April 29 FT, scheduled to come online 2029. They added 3GW in the last 90d

Mavnas

Have you considered Japanese toilet maker Toto, which the FT reports now makes half its profits by selling electrostatic chucks used in the manufacturing of Nand memory chips? https://www.ft.com/content/38969e97-92e4-4066-a554-27274d32d545?syn-25a6b1a6=1

irishgalintdot

These comments make me wonder wtf happened. I’m the saver and my husband is the spender. We both work FT, I also do the housework, kid stuff, appointments, bills. I really thought my situation is more the norm.

calpol-dealer

No, get the FT, WSJ or bloomberg

winston511

Trump administration accelerates $8.6 bln arms sales to Middle East allies - FT Will this pump my LMT bags please god

2020isgreat

US cautions Europe on delays to arms deliveries as Iran conflict depletes supplies - FT if anyone is wondering why Lockheed Martin is getting slaughtered lmao

Civil_Cheesecake2492

Nice man. I'm a software engineer too... With like 1.5M NW... Gonna grab another FT job soon but have been trading actively a lot more too. Super impressive. I think because I've been consulting and not working full time the last 9 months I've been a bit conservative on some similar big moves I wanted to make during that Iran war correction. Still doing well though compared to the market I'm up almost 30% YTD.

Delicious_Spot_3778

The economy is leaving you behind. To Mars bitches! 

2020isgreat

TRUMP'S SONS HAVE TAKEN A STAKE IN A KAZAKH MINING FIRM THAT SECURED A $1.6 BILLION US CONTRACT. - FT lmfao