Managing Contracts and Invoices

International groups seek to capitalise on investors’ ‘change in tone’ towards bigger payoutsView the full article

Investors ask whether industry can afford the higher dividends and share buy-backs on offer over recent years View the full article

After years focused on payouts and discipline, energy majors are being pressed on the longevity of their reservesView the full article

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the marketsView the full article

The industry is turning to packaging of AI technologies rather than focusing on model trainingView the full article

Amazon, Meta, Microsoft and Alphabet forecast more than $300bn in capital expenditure despite investor concerns about returns and DeepSeekView the full article

Alphabet, Meta and Microsoft divide the market over whether they can translate huge capital expenditure into incomeView the full article

Amazon, Google and Microsoft staff urge their executives to adopt tough AI guardrails and refuse any defence contractsView the full article

Stocks tumble despite strong earnings reports from most Silicon Valley heavyweightsView the full article

Don’t believe the hyperscalers; it takes depreciation of billions to hold them backView the full article

Investors to scrutinise AI spending plans from companies that represent almost one-fifth of the S&P 500’s market capView the full article

Earnings hint at growth trajectory despite increases in capital spendingView the full article

So-called hyperscalers set to dominate US investment-grade corporate creditView the full article

Meta, Alphabet and peers are growing smartly, but their value hinges on hard-to-answer questions about AI supremacyView the full article

In a week when Nvidia’s value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boomView the full article

Moves to allow higher leverage and overhaul stress tests have driven increase in market capitalisationView the full article

Hedge fund billionaire in last-ditch effort to stop democratic socialist frontrunner in race for city hallView the full article

Billionaire investor seeking to take investment group public as early as the first quarter of next yearView the full article

Hedge fund billionaire says acquisition of Vantage is milestone in effort to transform real estate company Howard Hughes View the full article

But financier needs the backing of Vincent Bolloré and his Vivendi media group View the full article

Proposed deal would combine world’s largest music group with a blank-cheque companyView the full article

Weak investor demand hits hedge fund chief’s scaled-back double offeringView the full article

Republicans target ex-president over ties to late sex offender while Democrats press for answers over Donald The PresidentView the full article

Billionaire reopens feud with Tesla chief as he unveils plan to spend $200bn on philanthropy and close foundation in 2045View the full article

US congressional Democrats publish another batch of images from late sex offender’s estate View the full article