FT Alphaville | Financial Times

Accessibility help Skip to navigation Skip to main content Skip to footer

Technology sector

The memory market melt-up is only getting wilder

DIMM the lights and draw the curtains

Wall Street analysts weigh Warsh

High stakes; hot takes; no breaks

Arise, shadow Fed chair Stan Druckenmiller

The ascent of Druckonomics

Hasbro’s (alleged) house of cards

A lot of Magic: The Gathering cards got printed and some people aren’t happy

FTAV’s Friday chart quiz

Why US stocks don’t care a jot about Greenland, trade wars or global aggro

It’s the economy, stupid

FTAV’s further reading

Alpha; Ireland; inflation; cookies; London; TikTok;gas masks

Big tech’s $680bn buy-now-book-later problem

Don’t believe the hyperscalers; it takes depreciation of billions to hold them back

European companies

European defence is so hot right now

Investors suddenly love guns and ammo

Artificial intelligence

There might be good reasons for Britain to build data centres. Job creation isn’t one of them

Estimate*estimate

Termites are slowly feasting away at the foundations of the dollar’s dominance

Chomp chomp chomp

Sovereign wealth funds

From bond nerd to gold bug

Promoted Content

More FT Alphaville

Thursday, 29 January, 2026

FTAV’s further reading
Dollarisation; the high street; trade disintegration; trust; Bluesky; growth
Wednesday, 28 January, 2026

Yen
Japan’s finance ministry isn’t a massive macro hedge fund
It’s just made hundreds of billions of dollars by accident
Wednesday, 28 January, 2026

FTAV’s further reading
Insurance; Yale model; tech sovereignty; Cuba; Alzheimer’s; pig butchering; sentiment; ICE; Melania; celibacy; hospitality
Tuesday, 27 January, 2026

Gold
Who’s been buying all the gold?
Because it doesn’t look like it’s the central banks
Tuesday, 27 January, 2026

FTAV’s further reading
America; stablecoins; trillionaires; Bessent; Kanye West; boredom; television
Monday, 26 January, 2026

Currencies
When Yenterventions work
If not now, yen?
Monday, 26 January, 2026

And the FTAV chart quiz winner is . . .
T+1 settlement
Monday, 26 January, 2026

FTAV’s further reading
FBI; OpenAI; Airport book brain; Autobahns & Nazism; Fed decisions; Davos; US Treasuries; repo; ICE shooting; AI; Zynex; UK productivity; forecasting; more forecasting; Japan; Davos; London; bugs
Monday, 26 January, 2026

Artificial intelligence
The quant shop — AI lab convergence
Alpha 🤜 🤛 AGI
Friday, 23 January, 2026

Equity valuation
A better CAPE ratio
Statistically speaking
Friday, 23 January, 2026

FTAV’s Friday chart quiz
I charted and it smelled like chart
Friday, 23 January, 2026

FTAV’s further reading
Market inefficiencies; Egan-Jones; VTB; all the US things that keep happening; Uber driving; robo-taxiing; and acaderping
Friday, 23 January, 2026

Gilts
The (not-so) big Burnham bonds beef
Britain’s ‘King in the North’ rattles markets a very tiny little bit
Thursday, 22 January, 2026

Trump tariffs
No FT, No Index (part 2)
If something’s not worth doing, it’s not worth doing properly
Thursday, 22 January, 2026

FTAV’s further reading
Air pollutants; Greenland or possibly Iceland; Fed hike likelihood; Davos; agentic AI; and football management
Thursday, 22 January, 2026

Pensions
European pension funds: Assemble!
Or not. Up to you really
Wednesday, 21 January, 2026

US equities
Garbage stocks are on fire again
And a lot of hedge funds are probably hating it
Wednesday, 21 January, 2026

Federal Reserve
Fed chair gender reveal post
‘Did give that away’
Wednesday, 21 January, 2026

Japanese government bonds
Maybe we’re all doomed. Or maybe Japanese bonds are getting cheap
This is NOT investment advice
Wednesday, 21 January, 2026

FTAV’s further reading
Canada; Greenland; what DOGE leaves behind; concentration camps; Nvidia; prediction market degens; and nonsense
Tuesday, 20 January, 2026

Accountancy
Pharmanovia switches auditor ... again
Another dose of complications for lenders
Tuesday, 20 January, 2026

Equities
InterContinental Hotels and the occasionally delightful inefficiency of markets
Intercontinentally wide spreads
Tuesday, 20 January, 2026

FTAV’s further reading
China; prediction markets; US banking; Bari Weiss; linear time; boredom; and snooker
Monday, 19 January, 2026

UK companies
Bad news: Zurich’s Beazley bid is a symptom of London getting cleaner
What doesn’t leak doesn't live
Monday, 19 January, 2026

And the charts quiz winner isn’t…
Tee-minus

Previous page 1 Next page