The world’s most valuable company reports earnings this week, and investors are nervous. With AI spending ballooning and just four customers driving most of Nvidia’s revenue, the market wants answers.
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Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoy ... Show More
Feb 27
Paramount’s Hollywood ending
Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line. Today’s recommended read: Europe policymakers set for ... Show More
6m 40s
Aug 2024
Carmakers strain to navigate the next swerves
After responding to the unexpected success of $720 bln Tesla, older manufacturers now face rising China exports amid slower EV growth. In this Viewsroom podcast, Breakingviews columnists discuss how GM, VW and others – including governments – are handling the nascent trade war. R ... Show More
19m 19s
Nov 2024
Gautam Adani is promise and peril of Indian growth
With $31 bln of debt, deep links to the banking system and a star role in India’s energy transition, the tycoon’s empire is a crucial part of the fifth-largest economy. In this week’s Viewsroom, Breakingviews columnists discuss how US bribery charges will test those dependencies. ... Show More
20m 52s