Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return.

Amid the tariff volatility, shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Breakingviews columnists debate why investors are rattled, how CEOs are responding, and whether the listed life looks less appealing.

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The yellow metal’s value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven. On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states.

The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China. In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration’s negotiating hand, and what trade is likely to look like in the future.

The Sage of Omaha is preparing to step down, handing the reins of Berkshire Hathaway over to Greg Abel. In this Viewsroom podcast, Breakingviews columnists debate the challenge of putting an enviable cash pile to work in the shadow of an investing legend’s track record.

The Li clan is facing political hurdles as it tries to offload the docks business to BlackRock for $23 billion. In this Viewsroom podcast, Breakingviews columnists explain why China objects, and why it might create bigger problems for inward investment.

Across multiple administrations and both political parties, the United States has steadily sought to contain the rise of the People’s Republic. In this week’s Viewsroom podcast, Breakingviews columnists discuss the measurable extent of the break between the global titans.

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Stocks and government bonds have steadied following dramatic falls triggered by the US president’s trade war. Yet the policy may yet do lasting damage. In this Viewsroom podcast, Breakingviews columnists examine the possible long-term effects on US Treasuries and the dollar.

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President Trump’s import-levies bonanza, however it evolves, is arbitrary enough to upend easy assumptions about how the White House, the Federal Reserve and American trade partners can or will proceed. In this week’s Viewsroom podcast, Breakingviews columnists gauge the fallout.

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The buy-now-pay-later firm is pushing through a still-thin pipeline toward a listing. Despite a high-tech sheen, it’s less tied to the big themes of the moment than recent disappointing offerings. In this week’s Viewsroom podcast, Breakingviews columnists debate its prospects.

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