BlackRock and Microsoft plan $30bn fund to invest in AI infrastructure

Klarna sells loans to hedge fund Elliott to free up £30bn for growth

Firm founded by US financier Paul Singer will take on risks and returns of the ‘buy now, pay later’ portfolio

Business - Financial Times - October 16

Infrastructure is destiny in the AI era

It’s increasingly clear that building more data centers and power plants will catalyze a reindustrialization of the U.S. that benefits the entire country.

Politics - The Hill - October 24

Public Investment Fund’s desert mirage

Plus, why Topgolf is parting with its owner and HSBC‘s boss says it isn’t splitting up

World - Financial Times - October 30

Amazon, Google and Microsoft Are Investing in Nuclear Power

Large technology companies are investing billions of dollars in nuclear energy as an emissions-free source of electricity for artificial intelligence and other businesses.

Business - The New York Times - October 16

Amazon Shares Rise on Robust Demand, Surge in AI Infrastructure Spending

The tech company’s capital expenditures reached a quarterly record amid a big build-out of artificial-intelligence infrastructure.

Business - The Wall Street Journal - October 31

Habeck: Investment fund to give German economy a boost

World - Yahoo News - October 23

Investment funds circle visual effects group Technicolor

The Paris-based moviemaking tech company is holding talks over a potential sale

Business - Financial Times - October 24

Microsoft Will Let Clients Build Their Own AI Agents

In November, customers can start using Copilot Studio to make their own AI apps to perform many routine tasks.

Business - Inc. - October 21

Investors Want to See a Payout on Microsoft’s AI Efforts

As the tech giant readies a report of what’s forecast as its slowest quarterly growth in a year, shareholders want to see genuine demand for the AI applications it’s spent billions to develop.

Business - Inc. - October 28

Meta and Microsoft Won’t Stop Spending on AI

Both tech giants reported strong third quarters but their stocks fell anyway.

Business - Inc. - October 31

Microsoft CFO says OpenAI investment will cut into profit this quarter

Microsoft has invested over $13 billion in OpenAI, a bet that's weighing on the company's profitability.

Business - CNBC - October 31

U.S. to Curb AI Investment in China Soon

Some technologies and financial commitments will be blocked, based on President Biden’s 2023 executive order to keep American expertise from helping the Chinese military.

Business - Inc. - October 22

Biggest US public pension fund Calpers invests in UK’s Octopus Energy

California retirement fund among investors drawn to power company for its software and green focus

Business - Financial Times - October 14

Reeves cuts National Wealth Fund budget despite UK investment drive

Chancellor’s decision comes as government seeks to work with private sector to decarbonise economy

Business - Financial Times - October 14

Meet the London fund turning Norway’s hydro sector into an investment

The world needs more hydropower to hit its net-zero goals. Here’s how Augusta & Co. is helping to get there.

Business - MarketWatch - October 17

These tips for investing in mutual funds and ETFs give your portfolio a lift

Winning managers share stock-market secrets and Big Tech powers the utilities sector.

Business - MarketWatch - October 17

Pension funds warn being forced to invest in UK would be ‘huge mistake’

Industry fears having to buy lower-quality assets at unattractive prices after minister says ‘considering all options’

World - Financial Times - October 18

These ultra-rich college endowment funds have a lot to learn about investing

Endowment managers’ attraction to hedge funds, real estate and other alternative investments ends poorly.

Business - MarketWatch - October 19

Reeves confirms change to UK fiscal rules to help fund £20bn of annual investment

Chancellor promises in FT to avoid ‘falls in public sector investment’ planned by Tories

Business - Financial Times - October 24

These tips for investing in mutual funds and ETFs help keep you in the game

Strategies including small caps, gold, AI and nuclear energy come into play.

Business - MarketWatch - October 24

Saudi Arabia’s wealth fund pivots from international investments

Public Investment Fund will focus more of its financial firepower on domestic projects

Business - Financial Times - October 29

John McQuown, Who Pioneered Index Funds and Transformed Investing, Dies at 90

The Illinois native jumped from family farm to mechanical engineering and then led a ‘Manhattan Project’ of finance.

World - The Wall Street Journal - October 31

These tips for investing in mutual funds and ETFs can inflation-proof your portfolio

Prepare for the possibility of higher interest rates.

Business - MarketWatch - November 1

These tips for investing in mutual funds and ETFs are a vote for your money

Cheap stocks, higher yields and other postelection portfolio moves to consider.

Business - MarketWatch - Yesterday

Microsoft and these other stocks are the way to play AI now, says Goldman Sachs

So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.

Business - MarketWatch - October 14

Microsoft introduces ‘AI employees’ that can handle client queries

US company gives customers the ability to build own virtual agents as well as releasing 10 off-the-shelf bots. . Microsoft is introducing autonomous artificial intelligence agents, or virtual ...

World - The Guardian - October 21

Microsoft says Russia trying to smear Harris with deepfake video, AI

Russia is attempting to “undermine” Vice President Harris’s campaign using artificial intelligence (AI) generated videos while China has begun targeting a series of GOP congressional candidates ...

Politics - The Hill - October 23