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Business Insight

  • March 5 2026
    Nvidia
    Can Nvidia’s margins last?
    Chipmaker’s symbiotic relationship with TSMC has been lucrative but it is also a key vulnerability
    June Yoon
    Nvidia logo displayed on a screen with a rising red stock graph in the background.
  • March 4 2026
    Media
    Italy’s media industry is in upheaval
    Legal battle with controversial YouTuber echoes broader tussle
    Silvia Sciorilli Borrelli
    The Mediaset tower with a prominent Mediaset logo and satellite dishes is shown against a clear blue sky
  • March 3 2026
    B&M European Value Retail SA
    B&M tries to win back Britain’s discount shoppers
    Retail chain’s new chief executive needs to catch up with rival Home Bargains
    John Gapper
    The entrance of a B&M Home Store with a large orange and blue sign above the doors. A person pushes a shopping cart outside.
  • February 24 2026
    Healthcare
    Rayner’s rediscovery of a great British medical invention
    A UK company found value in an artificial lens business created by a Battle of Britain surgeon
    John Gapper
    A set of glass vials containing early intraocular lenses, supplied by Rayner, displayed in a black case with a Rayner & Keeler Ltd. label.
  • February 20 2026
    Artificial intelligence
    OpenClaw and the privacy problem of agentic AI
    How can you be sure that personal digital agents will always be working in your best interests  
    Richard Waters
    A smartphone screen displays the OpenClaw AI logo and slogan, with a colorful blurred background.
  • February 19 2026
    Artificial intelligence
    Is an AI price war about to begin?
    Assumptions underpinning valuations of big US groups might be too optimistic
    June Yoon
    Zhang Peng, fourth from left, and Liu Debing, fifth from left, pose with others giving thumbs up at Zhipu’s listing ceremony.
  • February 18 2026
    US financial regulation
    If US regulators won’t hold auditors to account, will the courts?
    Trio of cases provides rulings on how responsible accountants are for spotting fraud and errors
    Stephen Foley
    The seal of the US Securities and Exchange Commission mounted on the exterior of the agency’s headquarters building
  • February 16 2026
    Non-executive directors
    Boardroom pay deserves a rethink
    As demands intensify and listed companies compete for talent with private capital, pay needs to be re-evaluated
    Anjli Raval
    Silhouettes of business people standing and talking around a conference table with a cityscape visible through large windows at sunset.
  • February 12 2026
    Artificial intelligence
    Why the AI attack on software has unnerved so many industries
    The battle over the use of agents is starting to come into focus
    Richard Waters
  • February 12 2026
    EU business regulation
    The fading hopes of Europe’s telcos
    Sector companies are struggling to win Brussels’ backing for consolidation
    Barbara Moens
    Teresa Ribera Rodriguez speaks at a microphone during her confirmation hearing at the European parliament.
  • February 10 2026
    Space industry
    Britain is falling behind in the European space race
    The potential sale of the Scottish rocket start-up Orbex shows the gap between rhetoric and reality
    John Gapper
    The Orbex Prime rocket stands upright on a launch pad, illuminated by blue lights and surrounded by beams of light projected into the night sky
  • February 9 2026
    European banks
    Three ways European banks are finding their mojo
    Strategic initiatives by Santander, Intesa Sanpaolo and Société Générale show how things are changing
    Patrick Jenkins
    Santander, Societe Generale, and Intesa Sanpaolo office buildings are shown side by side against a gradient background.
  • February 5 2026
    Venezuela
    Venezuelan business looks to post-Maduro opportunities
    Trump’s military intervention has delivered the scenario corporate leaders always wanted — but can it last?
    Michael Stott
    Delcy Rodríguez delivers her address at a podium in the National Assembly, with portraits of Hugo Chávez and Simón Bolívar displayed beside her.
  • February 4 2026
    Tesla Inc
    Can Tesla make its own chips?
    History suggests such a venture is particularly prone to value destruction
    June Yoon
    Close-up of the front of a red Tesla Model 3 car
  • February 2 2026
    Financial services
    Human connection still needed in credit investing
    AI is a natural technology for the industry, but traders and investors still need to stress-test strategies with experts
    Sujeet Indap
    Two people in business attire shaking hands across a table with documents after a meeting.
  • January 29 2026
    Singapore
    How Singapore Inc became a safe place for investors
    The city-state’s stocks have had their best year in a decade on bets they are a relative haven amid geopolitical turmoil
    Owen Walker
    A group of schoolchildren in uniform walk past a pond with lily pads, with Singapore's skyline and office buildings in the background
  • January 27 2026
    Next PLC
    Next’s coming challenge is life after Simon Wolfson
    The UK clothing and furniture chain keeps outperforming rivals but its veteran chief executive must one day leave
    John Gapper
    Storefront of Next in Manchester Arndale Centre with shoppers walking past and sale signs visible inside.
  • January 22 2026
    Artificial intelligence
    AI advertising wars are finally breaking out
    Google has made a big head start but faces growing challenges from OpenAI and others
    Richard Waters
    The Gemini logo displayed on a smartphone screen with a finger hovering above it
  • January 20 2026
    UK property
    The Cotswolds has become a global property brand
    As historic rectories and manor houses attract Hollywood buyers, more agents compete for fees
    John Gapper
    People walk and stand on a stone bridge over a river in Bourton-on-the-Water
  • January 13 2026
    BT Openreach
    Openreach needs to make full fibre broadband work
    BT’s infrastructure company cannot retreat on its plans for a national digital network
    John Gapper
    A BT Openreach engineer in a high-visibility jacket works on overhead telephone wires from a cherry picker.
  • January 8 2026
    Technology sector
    The future of PCs in the age of AI
    Processing of the technology is starting to migrate from data centres to ‘the edge’ — devices like personal computers
    Richard Waters
    Attendees walk past a large CES sign; one person is taking a photo with a phone.
  • January 7 2026
    Oil & Gas industry
    Are exports to blame for surging US gas and electricity prices?
    Trump’s promises to ‘drill, baby, drill’ have not eased problems over energy affordability
    Jamie Smyth
    Doug Burgum, wearing a hard hat and safety vest, speaks at a podium in front of construction workers and a Venture Global sign.
  • January 6 2026
    EU business regulation
    Showdown in Brussels over competition policy is nearing
    The EU’s rewrite of merger guidelines has become a battleground for how much leeway companies should have on M&A
    Barbara Moens
    Teresa Ribera speaks at a podium during a European Commission press conference on the Clean Industrial State aid framework.
  • December 30 2025
    Accounting & Consulting services
    Is accounting still a profession?
    The industry seeks to defend itself after Trump administration proposal to redesignate its status
    Stephen Foley
    A person with a backpack walks past the front of the US Department of Education headquarters building.
  • December 29 2025
    Consumer trends
    Why don’t companies target over 55s as consumers more?
    Age group accounts for a rising share of spending but only a fraction of advertising budgets is aimed at it
    Anjli Raval
    Shoppers walk through Selfridges decorated with large gold ornaments and festive garlands for Christmas.
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