AI demand to exceed supply for 2 more years, says ASML
Europe’s most valuable company said its clients that include TSMC and Intel were experiencing ‘very, very strong demand’
Gold Fields mounts charm offensive to woo Northern Star investors
South African miner’s chief meets Australian shareholders to promote merits of creating global gold ‘powerhouse’
Transcript: FT Weekend Fest — Could AI make us happier?
Madhumita Murgia talks to Alain de Botton
Olympus shares plunge 13% after FDA warning
Japanese medical devices maker set to suffer biggest one-day drop since 2011
FTAV’s further reading
Convexity angst; Deloitte and Abramovich; Anthropic assistant; Terrence Tao; AI researchers smoking
The rollout of 24-hour* trading
*It’s actually 23 hours
Le Pen casts doubt on future EU funding for Ukraine
Also in this newsletter: EU leaders urged to rethink carbon costs for industry
Maybe R-star never even existed?
Ruffer chimes in
The Story of Money with Gillian Tett and Robin Wigglesworth
They say money makes the world go round, but was it always this way? Join Gillian Tett and Robin Wigglesworth on The Story of Money as they revisit the pivotal moments when money shaped history.
FirstFT: Marine Le Pen gears up for EU fight
Also in today’s newsletter: Healey’s UK Budget and Saudi Aramco HQ attacked
Russia arrests Japanese journalist on espionage charges
Detention of Hokkaido Shimbun reporter follows series of arrests denounced as politically motivated
Transcript: France’s Marine Le Pen readies for fight with EU
Marc Filippino speaks to Roula Khalaf, Stephen Foley and Charles Clover
UK’s Schillings sets up private investigations business with US law firm Clare Locke
Groups known for battling the press set up US intelligence company co-led by a former senior CIA official
Move over New York and LA: red states are the new home for art
Scenes are flourishing in Texas and Georgia as professionals and creative talent head inland
France’s Marine Le Pen gears up for fight with EU
Far-right leader promises a ‘trial of strength’ in FT interview even as she tries to reassure voters over her pragmatism
Top London private school reverses plan to scrap GCSEs
Latymer Upper School’s changes pledge for a new curriculum following pushback from universities
By going private, Bumble may finally make a good match
Sharpening the AI tools at its disposal could improve outcomes and potentially enable the dating app to get people to pay
Germany puts Ukrainian ex-officer in the dock over Nord Stream sabotage
Serhii Kuznietsov is accused of leading group of divers who placed explosives on the Russian gas pipelines in the Baltic Sea
How Ukraine’s data centre strikes threw Russia into turmoil
Kyiv’s attacks exposed vulnerabilities of Kremlin effort to centralise internet services under one company
The global economy and the art of living dangerously
It would be nice to think that the world will become less shock-prone, but it probably won’t
Celebrity lawyer accused of participating in ‘outright plunder’ of BHS
Liquidators to failed UK retailer are suing Eddie Parladorio for allegedly siphoning out millions before its collapse
Healey set to pay for Budget giveaways without more borrowing
Move by UK chancellor would be in line with IMF recommendation for countries to show fiscal discipline
The Nobel Prize is not an exact science
Winners are only human. The committee could do more to highlight that
After ‘Selling Sunset’, can Netflix’s luxury agents sell Dubai too?
Despite conflict in the region, the Oppenheim Group, protagonist of the hit reality series, is bullish about its prospects in the UAE