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Google crackdown boosts media stocks and publishers

EU and US proposals would loosen the tech giant’s grip and give ad agencies and media websites more leverage

Why the UK stock market is beating the US

The Squeeze: Being open to trade could be more important than tax cuts

Conglomerates fall further out of favour as Kraft Heinz unravels

Kraft Heinz is trying to unbake the cake, becoming the second consumer giant in just a few weeks to propose a split

Broadcom leading the race to rival Nvidia

Its continued growth suggests it might be taking some market share from the AI giant

How to invest in the US defence boom

The Analyst: Robin Hardy assesses defence opportunities in the US

What Birkenstock can teach us about durability

The Squeeze: The oldest brands will stand the test of time in periods of uncertainty

Is the US economy hitting stall speed?

No one wants a slowdown, but economists warn against hitting the accelerator too soon

Why Texas Instruments is an unlikely AI winner

Western grid shortfalls could prompt the integration of AI and analogue systems

Two downtrodden M&A targets

What do a banged-up car giant and a sick US health insurer have in common? This week’s global screen has the answer

How the dollar is ruining Donald Trump’s tariffs

Tariffs aren’t going anywhere. But who is going to pay them?