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Headlines from the major business desks, tagged by what matters to a long-term owner: capital allocation, management, earnings, distress. Then the long-form shows that teach how great businesses are built.

Lead · Financial Times · 10m ago

EU banking watchdog veers away from single deposit insurance scheme

Chair of European Banking Authority working on alternative ways to free up more cross-border lending

The New York Times2h ago
F.D.A. Rejects Closely Watched Lung Cancer Drug From China
The treatment, called ivonescimab, has become a symbol of China’s rise in drug development.
The New York Times2h ago
Behind the All-American Ralph Lauren Brand Is a French C.E.O.
Patrice Louvet on working with Ralph Lauren, the man, winning over Generation Z and striking a balance between magic and logic.
The New York Times2h ago
Megaspeed Says Alice Huang Left Company in August 2025
The Singaporean company’s statement added to the timeline involving Ms. Huang, a former executive who had a relationship with Jensen Huang of Nvidia. U.S. officials say she was spying for China.
Financial Times3h ago
Jensen Huang discusses comeback as Nvidia CEO with allies
Tech supporters lobby chipmaker’s board to reinstate former CEO after he resigned following affair with alleged Chinese spy
Management
Financial Times4h ago
Bessent says Nvidia needs ‘shake-up’ with external CEO
US Treasury secretary demands to know if chipmaker is complying with restrictions on exports to China
Rates & macroManagement
Financial Times4h ago
Diamondback nears $5bn deal to expand drilling in oil-rich Permian Basin
Acquisition would be latest in the heartland of the US shale boom amid volatile energy prices caused by Iran war
Capital allocation
Financial Times5h ago
FDA rejects cancer drug invented in China in blow to Beijing’s biotech sector
Summit’s Ivonescimab was seen as a test case for whether the country’s medicine could pass scrutiny in the US
Financial Times5h ago
Neighbours of China’s London ‘mega’ embassy struggle to sell flats
Beijing owns freehold to about 100 flats near the Tower of London, provoking fears of surveillance, nuisance and leasehold problems
The New York Times7h ago
Why Jensen Huang Was Essential to Nvidia’s Rise
Jensen Huang was the driving force at Nvidia, with 60 direct reports and no clear succession plan. Tripp Mickle, one of our technology reporters, examines Mr. Huang’s central role in the company and the artificial intelligence industry.
Management
Financial Times7h ago
Hong Kong developer New World unveils $3.2bn rights issue
Cheng family’s property firm prices share offer at 82% discount as it moves to slash debts
Financial Times7h ago
Gold rush turns deadly in Guinea
High gold prices have driven a wave of fresh mining, and Conakry is cracking down
Financial Times8h ago
UK businesses facing big rise in electricity bills by end of decade
Estimated increase of about 13% is largely driven by the cost of investment in electricity networks
CNBC9h ago
Rivian, Lucid, Scout CEOs aren’t counting on Democrats to restore EV federal support after midterm wins
EV makers have had to contend with flip-flopping regulatory support from Washington over the years.
Financial Times11h ago
Anthropic’s IPO is the next big test for AI
Even the most powerful frontier labs must bend to the power of public equity
Financial Times11h ago
Congress moves to pass tighter AI chip export rules following Nvidia scandal
Jensen Huang’s alleged affair with Chinese spy ‘increases momentum’ to crack down on US hardware reaching China
The New York Times12h ago
Microsoft Outlook Outage and FAA Groundstop Show Dependence on Fragile Technology
Incidents involving Microsoft’s Outlook and the Federal Aviation Administration this past week demonstrated our dependence on fragile technology.
The New York Times12h ago
Jensen Huang’s Downfall Brings Disbelief in Taiwan
The Nvidia chief executive’s resignation shocked people in his birthplace, where he is called “the people’s dad.”
Management
The New York Times12h ago
A Human Reads the Anthropic I.P.O. Filing
The prospectus is unparalleled in its willingness to discuss existential risk. But does honesty bring comfort?
The New York Times12h ago
They Want to Be Doctors. Student Loan Caps Are Complicating Their Dreams.
This year, the first class of medical students will begin their journey to becoming physicians under new rules limiting how much they can borrow for school.
The New York Times12h ago
In a Sloppified A.I. World, Only Humans Can Build ‘Ecosystems’
The people ushering in the artificial intelligence revolution are also doubling down on in-person relationships in their own industry.
Financial Times12h ago
Pension funds raise alarm on systemic risk from climate events
Asset managers, insurers and central bankers gather at COP31 to discuss financial stability concerns as temperatures rise
The New York Times14h ago
Why Some Flights Were Exempt From the Ground Stop
Dozens of international flights departed from the United States during Friday’s nationwide ground stop. Some planes also left for Hawaii from the West Coast.
Financial Times17h ago
What will Nvidia’s post-Huang era look like?
The chip company has only itself to blame for a long list of adversaries

The listening room

Long-form, for long-term thinkers.

Fresh episodes from the shows value investors actually finish. Links open the publisher’s page. We don’t host or re-publish audio.

Ben Gilbert & David Rosenthal

Acquired

Multi-hour histories of great companies: how the moat was actually built.

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Colossus

Business Breakdowns

One business per episode, dissected by an investor who owns or studied it.

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Patrick O’Shaughnessy

Invest Like the Best

Long conversations with investors and operators about how they think.

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Columbia Business School

Value Investing with Legends

From the home of Graham & Dodd: conversations with the great value investors.

All episodes on Apple Podcasts →

The Investor’s Podcast Network

We Study Billionaires

Buffett, Munger and value-investing fundamentals, made approachable.

All episodes on Apple Podcasts →

David Senra

Founders

Biographies of history’s great builders. Learn to judge management.

All episodes on Apple Podcasts →

Shane Parrish

The Knowledge Project

Mental models and decision-making, in the spirit of Charlie Munger.

All episodes on Apple Podcasts →

Ted Seides

Capital Allocators

Inside the endowments, family offices and managers who allocate capital.

All episodes on Apple Podcasts →

Bloomberg

Odd Lots

The plumbing of markets and the economy, explained by the people who run it.

All episodes on Apple Podcasts →

EU banking watchdog veers away from single deposit insurance scheme

F.D.A. Rejects Closely Watched Lung Cancer Drug From China

Behind the All-American Ralph Lauren Brand Is a French C.E.O.

Megaspeed Says Alice Huang Left Company in August 2025

Jensen Huang discusses comeback as Nvidia CEO with allies

Bessent says Nvidia needs ‘shake-up’ with external CEO

Diamondback nears $5bn deal to expand drilling in oil-rich Permian Basin

FDA rejects cancer drug invented in China in blow to Beijing’s biotech sector

Neighbours of China’s London ‘mega’ embassy struggle to sell flats

Why Jensen Huang Was Essential to Nvidia’s Rise

Hong Kong developer New World unveils $3.2bn rights issue

Gold rush turns deadly in Guinea

UK businesses facing big rise in electricity bills by end of decade

Rivian, Lucid, Scout CEOs aren’t counting on Democrats to restore EV federal support after midterm wins

Anthropic’s IPO is the next big test for AI

Congress moves to pass tighter AI chip export rules following Nvidia scandal

Microsoft Outlook Outage and FAA Groundstop Show Dependence on Fragile Technology

Jensen Huang’s Downfall Brings Disbelief in Taiwan

A Human Reads the Anthropic I.P.O. Filing

They Want to Be Doctors. Student Loan Caps Are Complicating Their Dreams.

In a Sloppified A.I. World, Only Humans Can Build ‘Ecosystems’

Pension funds raise alarm on systemic risk from climate events

Why Some Flights Were Exempt From the Ground Stop

What will Nvidia’s post-Huang era look like?

Long-form, for long-term thinkers.

Acquired

Business Breakdowns

Invest Like the Best

Value Investing with Legends

We Study Billionaires

Founders

The Knowledge Project

Capital Allocators

Odd Lots

EU banking watchdog veers away from single deposit insurance scheme

F.D.A. Rejects Closely Watched Lung Cancer Drug From China

Behind the All-American Ralph Lauren Brand Is a French C.E.O.

Megaspeed Says Alice Huang Left Company in August 2025

Jensen Huang discusses comeback as Nvidia CEO with allies

Bessent says Nvidia needs ‘shake-up’ with external CEO

Diamondback nears $5bn deal to expand drilling in oil-rich Permian Basin

FDA rejects cancer drug invented in China in blow to Beijing’s biotech sector

Neighbours of China’s London ‘mega’ embassy struggle to sell flats

Why Jensen Huang Was Essential to Nvidia’s Rise

Hong Kong developer New World unveils $3.2bn rights issue

Gold rush turns deadly in Guinea

UK businesses facing big rise in electricity bills by end of decade

Rivian, Lucid, Scout CEOs aren’t counting on Democrats to restore EV federal support after midterm wins

Anthropic’s IPO is the next big test for AI

Congress moves to pass tighter AI chip export rules following Nvidia scandal

Microsoft Outlook Outage and FAA Groundstop Show Dependence on Fragile Technology

Jensen Huang’s Downfall Brings Disbelief in Taiwan

A Human Reads the Anthropic I.P.O. Filing

They Want to Be Doctors. Student Loan Caps Are Complicating Their Dreams.

In a Sloppified A.I. World, Only Humans Can Build ‘Ecosystems’

Pension funds raise alarm on systemic risk from climate events

Why Some Flights Were Exempt From the Ground Stop

What will Nvidia’s post-Huang era look like?

Acquired

Business Breakdowns

Invest Like the Best

Value Investing with Legends

We Study Billionaires

Founders

The Knowledge Project

Capital Allocators

Odd Lots