Rob Cyran and Richard Beales discuss the winners and losers from the U.S. government’s move to ban sales of telecoms gear and services to Huawei. The Chinese company’s domestic rivals may benefit somewhat, but a big winner across the board could be Kor…
T-Mobile US and Sprint are a step closer to merging, with the $26 bln union blessed by their U.S. regulator. As Jen Saba explains, one subtext is the federal government’s focus on leadership in the latest technology, which has also helped Qualcomm and …
Arch-rival Chinese titans Alibaba and Tencent, worth a combined $900 bln, released financial results on the same day. Robyn Mak and Jeffrey Goldfarb discuss the rare places where they overlap, namely fintech, and their differences, including a valuatio…
Walmart had a good first fiscal quarter, especially for sales in U.S. stores. Jen Saba explains why the momentum could fade with President Donald Trump’s latest tariffs on Chinese goods. Suppliers, the retailer, its employees and tens of millions of cu…
Shared-office company WeWork has set up a new division to buy buildings, a big departure for the loss-making company as it prepares for an IPO. There’s some logic to it, as Robert Cyran explains. And fortunately investors are pretty forgiving.
Comcast’s Brian Roberts will sell his 33% of the Walt Disney-controlled video-streaming service to the Mouse House, but only in five years’ time. It’s one more way Roberts may profit from his long-running jousting with counterpart Bob Iger.
The Japanese automaker has resisted merger proposals from France’s Renault since former Chairman Carlos Ghosn’s arrest. But the company’s weak profitability would benefit from greater integration, which could make it a juicy target for activists, says …
SoftBank boss Masayoshi Son griped about the conglomerate’s stock price even after a 60% surge this year. Robyn Mak and Jeffrey Goldfarb discuss how his odd shifting of investments such as Didi and Yahoo Japan around the empire including the Vision Fun…
The upstart online razor purveyor is selling itself to Schick owner Edgewell Personal Care for $1.4 billion. As John Foley explains, it’s a two-edged deal: the hope is it might refresh Edgewell and fund Harry’s expansion. The risk is it shreds Harry’s …
Is the ride-share app the new Amazon? Some of its boosters say so – mostly to explain its lack of profitability, which resembles Jeff Bezos’s firm in its early years. The comparison is too kind to Uber, as Rob Cyran explains.