Best of the financial columnists

AI, CHIPS AND INTELLIGENT INFRASTRUCTURE

Companies in the news and how they were assessed

I suppose I should be pleased that the mainstream media has finally caught up with some of the observations I’ve been making about AI for years. Their stories are both late breaking and panic-stricken

LETTERS

“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp

The dots appear to contradict one another, puzzling observers. How to connect them? Inflation over the last five years has been double the Federal Reserve’s target. Why then, does it cut its key lendi