Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/election-flop-leaves-donald-trump-wounded-animal-2026-11-04/">Election flop leaves Donald Trump a wounded animal</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/us-election-spending-suffers-diminishing-returns-2026-11-02/">US election spending suffers diminishing returns</a>
 
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Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain. Breakingviews: Election flop leaves Donald Trump a wounded animal Breakingviews: US election spending suffers diminishing returns Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Democrat victories have swept across the US as voters protested sky-high diesel prices and data centres. In this Viewsroom podcast, Breakingviews columnists debate how a weakened US President Donald Trump could help international partners and make AI growth less certain.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/election-flop-leaves-donald-trump-wounded-animal-2026-11-04/" rel="noopener noreferrer">Election flop leaves Donald Trump a wounded animal</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/us-election-spending-suffers-diminishing-returns-2026-11-02/" rel="noopener noreferrer">US election spending suffers diminishing returns</a>
 
Sign up to <a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/" rel="noopener noreferrer">The Week in Breakingviews</a>
📲 Podcasts, breaking news, and video analysis from the source. <a href="https://reuters.sng.link/Eng86/ulfm?_dl=https%3A%2F%2Fwww.reuters.com&amp;_smtype=3" rel="noopener noreferrer">Download the Reuters app here</a>.
 
Visit the <a href="https://www.thomsonreuters.com/en/privacy-statement.html" rel="noopener noreferrer">⁠Thomson Reuters Privacy Statement⁠</a> for information on our privacy and data protection practices. You may also visit <a href="https://megaphone.spotify.com/about-advertisements" rel="noopener noreferrer">⁠megaphone.fm/adchoices⁠</a> to opt-out of targeted advertising. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

US midterms may prick AI bubble and rattle oil

The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/big-view/japanese-pms-reflationist-label-is-hard-shake-2026-10-13/">Japanese PM’s reflationist label is hard to shake</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/japans-weak-currency-has-three-body-problem-2026-09-18/">Japan’s weak currency has a three-body problem</a>
 
Sign up to <a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/">The Week in Breakingviews</a>
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Visit the <a href="https://www.thomsonreuters.com/en/privacy-statement.html">⁠Thomson Reuters Privacy Statement⁠</a> for information on our privacy and data protection practices. You may also visit <a href="https://megaphone.spotify.com/about-advertisements">⁠megaphone.fm/adchoices⁠</a> to opt-out of targeted advertising. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation. Breakingviews: Japanese PM’s reflationist label is hard to shake Breakingviews: Japan’s weak currency has a three-body problem Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

The country’s first female prime minister is pushing on with a $2.3 trln investment plan. In this Viewsroom podcast, Breakingviews columnists debate whether it will fuel inflation and undermine the virtuous cycle that lifted the world’s fourth-largest economy out of stagnation.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/big-view/japanese-pms-reflationist-label-is-hard-shake-2026-10-13/" rel="noopener noreferrer">Japanese PM’s reflationist label is hard to shake</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/japans-weak-currency-has-three-body-problem-2026-09-18/" rel="noopener noreferrer">Japan’s weak currency has a three-body problem</a>
 
Sign up to <a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/" rel="noopener noreferrer">The Week in Breakingviews</a>
📲 Podcasts, breaking news, and video analysis from the source. <a href="https://reuters.sng.link/Eng86/ulfm?_dl=https%3A%2F%2Fwww.reuters.com&amp;_smtype=3" rel="noopener noreferrer">Download the Reuters app here</a>.
 
Visit the <a href="https://www.thomsonreuters.com/en/privacy-statement.html" rel="noopener noreferrer">⁠Thomson Reuters Privacy Statement⁠</a> for information on our privacy and data protection practices. You may also visit <a href="https://megaphone.spotify.com/about-advertisements" rel="noopener noreferrer">⁠megaphone.fm/adchoices⁠</a> to opt-out of targeted advertising. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Takaichi’s success may backfire on Japan

Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/nvidia-emerges-central-bank-ai-2026-10-20/">Nvidia emerges as the central bank of AI</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/nscale-setback-lights-up-weak-spots-ai-rollout-2026-10-19/">Nscale setback lights up weak spots in AI rollout</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/anthropics-2-trln-dream-faces-deflation-trap-2026-10-15/">Anthropic's $2 trln dream faces deflation trap</a>
 
Sign up to <a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/">The Week in Breakingviews</a>
📲 Podcasts, breaking news, and video analysis from the source. <a href="https://reuters.sng.link/Eng86/ulfm?_dl=https%3A%2F%2Fwww.reuters.com&_smtype=3">Download the Reuters app here</a>.
 
Visit the <a href="https://www.thomsonreuters.com/en/privacy-statement.html">⁠Thomson Reuters Privacy Statement⁠</a> for information on our privacy and data protection practices. You may also visit <a href="https://megaphone.spotify.com/about-advertisements">⁠megaphone.fm/adchoices⁠</a> to opt-out of targeted advertising. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth. Breakingviews: Nvidia emerges as the central bank of AI Breakingviews: Nscale setback lights up weak spots in AI rollout Breakingviews: Anthropic's $2 trln dream faces deflation trap Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth.
 
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/nvidia-emerges-central-bank-ai-2026-10-20/" rel="noopener noreferrer">Nvidia emerges as the central bank of AI</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/considered-view/nscale-setback-lights-up-weak-spots-ai-rollout-2026-10-19/" rel="noopener noreferrer">Nscale setback lights up weak spots in AI rollout</a>
Breakingviews: <a href="https://www.breakingviews.com/columns/breaking-view/anthropics-2-trln-dream-faces-deflation-trap-2026-10-15/" rel="noopener noreferrer">Anthropic's $2 trln dream faces deflation trap</a>
 
Sign up to <a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/" rel="noopener noreferrer">The Week in Breakingviews</a>
📲 Podcasts, breaking news, and video analysis from the source. <a href="https://reuters.sng.link/Eng86/ulfm?_dl=https%3A%2F%2Fwww.reuters.com&amp;_smtype=3" rel="noopener noreferrer">Download the Reuters app here</a>.
 
Visit the <a href="https://www.thomsonreuters.com/en/privacy-statement.html" rel="noopener noreferrer">⁠Thomson Reuters Privacy Statement⁠</a> for information on our privacy and data protection practices. You may also visit <a href="https://megaphone.spotify.com/about-advertisements" rel="noopener noreferrer">⁠megaphone.fm/adchoices⁠</a> to opt-out of targeted advertising. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

AI enthusiasm’s breaking point

Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition. 

Breakingviews: <a href="https://www.breakingviews.com/columns/big-view/financiers-are-set-turn-nvidia-into-an-ai-baron-2026-09-02/">Financiers are set to turn Nvidia into an AI baron</a>
 
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Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition. Breakingviews: Financiers are set to turn Nvidia into an AI baron Sign up to our weekly newsletter, The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition. 

Breakingviews:&nbsp;<a href="https://www.breakingviews.com/columns/big-view/financiers-are-set-turn-nvidia-into-an-ai-baron-2026-09-02/" rel="noopener noreferrer">Financiers are set to turn Nvidia into an AI baron</a>
 
Sign up to our weekly newsletter,&nbsp;<a href="https://www.reuters.com/newsletters/the-week-in-breakingviews/" rel="noopener noreferrer">The Week in Breakingviews</a>
 
📲 Podcasts, breaking news, and video analysis from the source. <a href="https://reuters.sng.link/Eng86/ulfm?_dl=https%3A%2F%2Fwww.reuters.com&amp;_smtype=3" rel="noopener noreferrer">Download the Reuters app here.</a>


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Nvidia is a $5 trln immovable object

Activist investors could be the big winners in a DuPont and Dow Chemical merger, and Yahoo should stop dithering its way to irrelevance. And what's with this game of chicken companies keep playing with antitrust enforcers? All on this week's edition of the Viewsroom. See <a href="https://acast.com/privacy">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Activist investors could be the big winners in a DuPont and Dow Chemical merger, and Yahoo should stop dithering its way to irrelevance. And what's with this game of chicken companies keep playing with antitrust enforcers? All on this week's edition of the Viewsroom. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Activist investors could be the big winners in a DuPont and Dow Chemical merger, and Yahoo should stop dithering its way to irrelevance. And what's with this game of chicken companies keep playing with antitrust enforcers? All on this week's edition of the Viewsroom. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

DuPont flirts, Yahoo fades, trustbusters gripe

The 92-year-old controlling shareholder of Viacom and CBS is showing his age, while the Brazilian bank's boss is in jail: Should either remain at the helm? Plus, the case for chipping away at climate change. All in this week's edition of the Viewsroom. See <a href="https://acast.com/privacy">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

The 92-year-old controlling shareholder of Viacom and CBS is showing his age, while the Brazilian bank's boss is in jail: Should either remain at the helm? Plus, the case for chipping away at climate change. All in this week's edition of the Viewsroom. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 92-year-old controlling shareholder of Viacom and CBS is showing his age, while the Brazilian bank's boss is in jail: Should either remain at the helm? Plus, the case for chipping away at climate change. All in this week's edition of the Viewsroom. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Sumner Redstone, BTG Pactual and the Paris climate talks

A preview of the Viewsroom, a new Reuters podcast where each Breakingviews columnists will talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day. See <a href="https://acast.com/privacy">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

A preview of the Viewsroom, a new Reuters podcast where each Breakingviews columnists will talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day. See acast.com/privacy for privacy and opt-out information. Learn more about your ad choices. Visit megaphone.fm/adchoices

A preview of&nbsp;the Viewsroom, a new Reuters podcast where each Breakingviews columnists will talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for privacy and opt-out information. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Introducing Viewsroom

Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.

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