AI enthusiasm’s breaking point

Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast, Breakingviews columnists debate whether the damage can be contained, and if trouble in AI’s plumbing could further dent Anthropic’s weakening growth. Breakingviews: Nvidia emerges as the central bank of AI Breakingviews: Nscale setback lights up weak spots in AI rollout Breakingviews: Anthropic's $2 trln dream faces deflation trap Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

BYD, Geely and peers are taking the Paris Motor Show by storm, right after Beijing agreed with Brussels to cap hybrid exports. In this Viewsroom podcast, Breakingviews columnists tussle over how dominant the makers of Chinese EVs can be – and whether VW and others can fight back. Breakingviews: EU carmaker turnaround hopes look doomed Breakingviews: BYD will struggle to do a better Toyota impression Breakingviews: China’s EU car cuts roar confidence, not climbdown Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sham contracts worth $1.1 bln may spell disaster for the Abu Dhabi-owned soccer club. In this week’s Viewsroom, Breakingviews columnists debate whether financial fair play is possible in England’s Premier League, and what the scandal means for investors rushing into big-team M&A. Breakingviews: Man City charges are moment of truth for UK plc Breakingviews: FIFA gets fitted for private equity’s golden boot Breakingviews: Soccer clubs take slow road to US valuation goal Sign up to The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

The $160 bln Swiss banking giant is facing an enormous capital bill following its rescue of Credit Suisse. In this Viewsroom podcast, Breakingviews columnists debate whether the government is right to demand higher regulatory buffers and how the lender might actually leave home. Breakingviews: How and why UBS could leave Switzerland Breakingviews: UBS capital loss puts radical options on the table Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

A power struggle is unfolding at the heart of Tata Sons over a forced IPO from the Reserve Bank of India. In this Viewsroom podcast, Breakingviews columnists debate the future of the company when its largest shareholder and chairman have different ideas about where it is going. Breakingviews: Tata bears marks of quasi-nationalisation Breakingviews: Markets are slow to grasp depths of Tata mess Breakingviews: Tata board fight sets up lose-lose stalemate Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the ⁠Thomson Reuters Privacy Statement⁠ for information on our privacy and data protection practices. You may also visit ⁠megaphone.fm/adchoices⁠ to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brent crude is soaring above $100 a barrel, but countries and companies look surprisingly resilient. In this Viewsroom podcast, Breakingviews columnists debate whether the calm can hold, if pipeline workarounds will work and why this particular shock may be different. Breakingviews: Making Hormuz worthless is a long game Breakingviews: Dangote puts a rich price on refining scarcity Breakingviews: ECB is focusing on the wrong risk of $100 oil Sign up to our free weekly newsletter 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Not content to supply the leading silicon for powering chatbots, boss Jensen Huang is using his vast cash hoard to prop up customers and forestall rivals. In this week’s Viewsroom, Breakingviews columnists debate whether it can withstand the unstoppable force of competition. Breakingviews: Financiers are set to turn Nvidia into an AI baron Sign up to our weekly newsletter, The Week in Breakingviews 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

After painful years of post-crisis retrenchment, the likes of Banco Santander and JPMorgan are once again expanding across borders. In this week’s Viewsroom, Breakingviews columnists debate whether the market will reward them, or if they’re just recreating pre-2008 risks. Breakingviews: Why big banks are going global once again 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Fed chair will speak Friday at the annual central bankers gathering. In this Viewsroom podcast, Breakingviews columnists discuss if he can keep markets focused on the economy while dodging thorny topics like interest rates and the global backlash to his communication style. Breakingviews: Kevin Warsh answers uncertainty with silence 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

EU policymakers envisage €700 bln of annual spending to hit its clean-energy targets, but only a fraction of that sum on adapting to an already-changed climate. In this week’s Viewsroom, Breakingviews columnists discuss the thin ice beneath an unsteady political consensus. Breakingviews: Europe is underpricing its sweltering future 📲 Podcasts, breaking news, and video analysis from the source. Download the Reuters app here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices