Why South Korea’s won is falling despite a chip export earnings bonanza
AI is driving a record trade surplus yet Seoul still has one of Asia’s worst-performing currencies
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The chip and memory stock frenzy
As software lags, semiconductors catch up to the AI spending
Chevron CEO warns oil prices to jump over summer as supplies dwindle
Blockade in Strait of Hormuz has removed up to 13mn barrels a day from global markets and drawn down ‘shock absorbers’
And just like that, the software apocalypse was over
Snowflake’s stock pop demonstrates what companies must do to escape the sector downturn
SpaceX IPO boldly steps into the unknown of AI economics
We still need to learn many things about the basic business model of frontier models
Germany shifts on EU oversight of financial services
Capital markets union ‘more important than clinging to national interests’, says finance minister