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Allbirds Pivots to AI. Seriously

2026-04-16 05:43:41

A company that makes sneakers out of tree fiber and sugar cane is suddenly in the AI infrastructure business.

The World Isn’t Ready for a Taiwan Strait Shock

2026-04-16 04:00:08

If you thought the closure of the Strait of Hormuz was damaging to the global economy, imagine a similar crisis in the Taiwan Strait. Governments and business should prepare for a scenario that could strangle the flow of around 90% of the world’s advanced semiconductors, essential to everything from artificial intelligence and smartphones to cars and military systems.

Iran Risks Are Smoke on the Water for Takaichi

2026-04-16 03:00:08

As the Iran war prompts some countries to call for restrictions that hark back to the oil-shock era — Australia is urging people to take public transport, South Korea is calling for shorter showers — in Tokyo, Japanese Prime Minister Sanae Takaichi is doing a 70s throwback of a different kind: Hanging out with heavy rockers Deep Purple.

The Iran War Has Fired Up Value Investing. But What Next?

2026-04-16 02:00:08

The Iran war has created a reshuffle in investing. High-flying tech companies are out while unloved old economy names are getting a second look.

AIbirds

2026-04-16 01:41:32

NewBird AI, an Avis Budget squeeze, sports factor models and recursive online courses.

Finally, Real Progress Against Pancreatic Cancer

2026-04-15 20:00:12

Every once in a while, an advance in treating cancer is so stunning that doctors get chills. Such is the case for Revolution Medicines’ pancreatic cancer therapy daraxonrasib, which in a late-stage study allowed patients with advanced disease to live twice as long as those who only received chemotherapy.