Viewsroom

Breakingviews columnists talk about the big numbers, crunchy deals and nasty spats in global business and economics, offering a weekly dose of financial insight that goes beyond the concise and provocative views readers get from our columns every day.

News
1
The AI boom tests its limits
OpenAI and Anthropic, together valued at over $1 trln, have raised vast sums from a panoply of backers in the thus-far unprofitable quest to perfect silicon intelligence. In this week’s Viewsroom, Breakingviews columnists discern the signs that this enthusiasm is hard to sustain.
22 min
2
A global energy squeeze is now unavoidable
23 min
3
Iran strikes plunge globe back into energy chaos
Attacks launched by the United States and Israel led to immediate escalation, embroiling neighboring countries and imperiling key oil and gas ⁠shipping routes⁠. In this week’s Viewsroom, Breakingviews columnists debate the lasting impact on the region and the world.
19 min
4
Trump’s tariff upset has plenty of upside
The US may be on the hook for $175 bln worth of refunds after the Supreme Court deemed the president’s tariffs illegal. In this Viewsroom podcast, Breakingviews columnists discuss the opportunities for countries now eyeing a weakened Trump and what’s likely to come next.
21 min
5
European rearmament is a how-to-spend-it problem
19 min
6
IT bloodbath is double whammy for buyout barons
21 min
7
Japan election may win back domestic investors
18 min
8
New York markets’ siren song is hard to resist
24 min
9
Miners are excavating long-sought mega-deals
20 min
10
Europe heads for White House collision course
The extraordinary US incursion into Venezuela and threats over Greenland have made clear President Trump’s intent to rule by world-spanning whim. In this week’s Viewsroom, Breakingviews columnists debate the logic of belligerence and what it means for historic allies.
21 min
11
Breakingviews envisions the far side of the boom
22 min
12
Made in China’s success story is tentative at best
The world’s second-largest economy posted a record $1 trln trade surplus for the first 11 months of 2025. In this Viewsroom podcast, Breakingviews columnists discuss how Beijing’s plan to make high-end tech goods has paid off, and why a US trade war could spoil the party.
19 min
13
Warner Bros is the poison apple of Hollywood’s eye
18 min
14
A Ukraine deal would be peace in name only
President Trump is pushing to broker an end to Russia’s deadly invasion, on terms that have caused alarm in Europe. In this Viewsroom podcast, Breakingviews columnists discuss what a truce would mean for markets, and why they won’t just go back to normal.
20 min
15
Tech giant debt splurge ratchets up systemic risks
17 min
16
Britain’s fiscal ship lost at sea
21 min
17
Breakingviews celebrates 25 years with a bang
From the dot-com bust to the 2008 crisis to the AI mania, our columnists have seen and shaped the conversation about the biggest moments in finance. In this anniversary edition of Viewsroom, they reflect on continuity and change in a quarter-century of agenda-setting insight.
29 min
18
China’s low-cost AI offers competitive edge
20 min
19
Argentina will now wrestle with orthodoxy crisis
President Javier Milei’s party stormed to victory in midterm elections, helping to secure $20 bln or more of US support. In this Viewsroom podcast, Breakingviews columnists discuss how the iconoclast’s somewhat conventional economic plan might nonetheless struggle from here.
26 min
20
Necessity will birth a US-China trade truce
The world’s two largest economies are ratcheting up tensions amid a tussle over access to rare earths and chips. In this Viewsroom podcast, Breakingviews columnists explain why both sides need to give ground, what a deal might look like, and what happens if it all falls apart.
16 min
21
Slashing US drug prices would come at a cost
20 min
22
Electronic Arts takeover resets the buyout game
Saudi Arabia’s sovereign fund and private equity firm Silver Lake are pouring vast resources into their $55 bln acquisition of the ‘FC’ videogame developer. In this Viewsroom podcast, Breakingviews columnists discuss how the record deal turns received M&A wisdom on its head.
19 min
23
The risks of defanging the Federal Reserve
27 min
24
New visa policy pits Team Trump against itself
A $100,000 fee for hiring skilled foreign workers sent panic through tech giants like Google and Microsoft, whose own CEOs once used the H-1B program. In this week’s Viewsroom podcast, Breakingviews columnists debate the plan’s merits and how it clashes with other economic aims.
22 min
25
Copper alchemizes into pure M&A gold
25 min