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Semiconductor market to remain solid ‘at least through next year,’ South Korea finance minister says
Source: CNBC
Original reporting
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CNBC
Investors are buying up vast tracts of timberland across U.S. in one of market's longest-term bets
Timberland managers buying for pension funds and other institutional investors can wait decades for returns, but the market can also be a profit trap.
CNBC
AI stocks plunge. Inflation heats up. Where we're still finding opportunities
The sinking AI trade rattled last week's market. But solid bank earnings and a rotation beyond tech gave us reasons for optimism.
CNBC
Software’s new consolidator gets big vote of confidence from Berkshire
Less than four months into life as a public company, Bending Spoons got a big vote of confidence this week from Berkshire Hathaway.
The Guardian
Why Britain should reject the lure of cheap – and scary – Chinese AI
In the west the technology comes with at least some effort to provide security and a benign intent – not so from China There is much to fear from artificial intelligence developed in China and handed to businesses and governments in the west almost free of charge. Every month Chinese AI developers such as DeepSeek and Xiaomi dispatch the latest versions of their “open-weight” models that allow users to take the core software and use it without paying an expensive ongoing licence. Continue reading...
CNBC
'Dead money’ for a decade: Why this hedge fund approach may deliver an advantage over bonds
Investors may want to rethink their bond allocation and opt for managed futures exposure.
CNBC
Trump's student loan overhaul could lead to more bankruptcy filings, former judge says
After nearly three decades as a bankruptcy judge, Sarah Sharer Curley writes about the legal process in her new book, "The Price of Forgiveness."