When the AI Boom Meets the Debt Market
A New Weak Point in the AI Boom For much of the past two years, the market’s favorite question about artificial intelligence was how fast demand for computing power could…
Hotter Inflation Revives Fed Rate Hike Fears
Hotter-than-expected inflation readings this week have complicated the Federal Reserve’s effort to convince investors that price pressures are moving decisively lower, sharpening expectations that another interest-rate increase could come as…
As Diesel Prices Bite, Governments Scramble for Supply
Governments and energy companies are moving from broad promises on oil to a more targeted scramble for diesel, as persistently high fuel costs squeeze truckers, farmers and factories and deepen…
Maritime Pressure Mounts Across the Gulf
A New Maritime Squeeze Emerges Across the Gulf The dangers now spreading across the waters flanking the Arabian Peninsula are no longer confined to a single front. In the Strait…
Ukraine’s Winter of Dependence
A widening breach Ukraine appealed to European leaders on Thursday for urgent help to get through the winter, as a deepening clash with Washington exposed how dependent Kyiv remains on…
A Chip Divide in the AI Era
The semiconductor industry’s most important fault line may no longer be between winners and losers in the race for artificial intelligence, but between different kinds of chip businesses altogether. That…
A.I.’s New Reality Check
A New Kind of Pressure on the A.I. Boom The artificial intelligence industry, long propelled by grand promises, soaring valuations and a seemingly insatiable appetite from investors, is confronting a…
Markets Brace for Inflation and Debt Reckoning
Investors Face a Dual Test on Inflation and Debt Financial markets entered Wednesday with a familiar question made newly urgent: whether inflation in the United States is proving stubborn enough…
Oil Rises After Strike on Aramco Compound Deepens Supply Fears
Oil prices climbed on Tuesday after Saudi Arabia said an attack linked to Yemen’s Houthi forces struck an administrative building inside Saudi Aramco’s sprawling compound in Dhahran, renewing fears that…
Starlink Limits and Strikes Test Ukraine Truce
A fragile truce faces new strain Ukraine said on Tuesday that new restrictions on Starlink satellite internet service were disrupting some battlefield operations just as Russian strikes again battered energy…