Equities extend post-election rally

Rising concerns about who will be disrupted next by rapid advances in artificial intelligence continue to weigh on parts of the markets. Investors are caught between solid corporate earnings and concerns about the strength of the US economy as consumer spending has finally caught ...  Show more

US stocks rose, with the S&P 500 near a record, led by technology and AI on renewed OpenAI momentum. Alphabet’s USD bond sale drew over USD 100 billion in demand, allowing it to raise USD 20 billion and tighten pricing on its 40‑year bond. The USD weakened on reports that China’s ...  Show more

Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as ...

Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ...  Show more

Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, ...  Show more

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short post ...