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Reuters Breakingviews
@breakingviews.reuters.com
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Predictions 2026: Xi’s value push will show up in Chinese stocks www.breakingviews.com/columns/cons... #BVPredicts
Xi’s value push will show up in Chinese stocks
President Xi Jinping’s campaign to end ruinous price wars and curb overcapacity in the world’s second-largest economy will fatten corporate profits. If it lasts, that could turn mandated payouts into ...
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December 29, 2025 at 7:28 AM
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Predictions 2026: How a Poland-Russia flashpoint would rouse Europe www.breakingviews.com/columns/big-... #BVPredicts
How a Poland-Russia flashpoint would rouse Europe
Polish leader Donald Tusk has warned that he will respond to incursions into his country’s territory. This raises the possibility of Warsaw shooting down a Russian jet in 2026. That would make EU lead...
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December 29, 2025 at 7:27 AM
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Predictions 2026: Renewables turn LNG glut into a sinkhole www.breakingviews.com/columns/cons... #BVPredicts
Renewables turn LNG glut into a sinkhole
Drillers from Exxon to Shell aim to boost global supply of the fossil fuel by 50% by 2030. Yet demand in key markets like China is falling. And hopes of gas replacing coal power look misplaced as sola...
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December 26, 2025 at 3:48 PM
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Predictions 2026: Chatbots find their voice as audio assistants rise www.breakingviews.com/columns/big-... #BVPredicts
Chatbots find their voice as audio assistants rise
Siri, Alexa and other virtual assistants are turning from clunky robots into smart agents, while $500 bln OpenAI may be working on a speech-based device of its own. As audio models improve, users will...
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December 26, 2025 at 3:47 PM
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Predictions 2026: India begins to ponder life after Narendra Modi www.breakingviews.com/columns/cons... #BVPredicts
India begins to ponder life after Narendra Modi
The prime minister will be halfway through his third term by the end of 2026. A fourth stint in office is possible but improbable as anti-incumbency is likely to rise. Modi’s tenure has delivered an e...
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December 24, 2025 at 8:00 AM
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Predictions 2026: How to use empty data centers after an AI crash www.breakingviews.com/columns/big-... #BVPredicts
How to use empty data centers after an AI crash
Construction of US server farms has risen eightfold from 2019, raising the risk of a bust if chatbots fizzle. In this fictional podcast transcript, Breakingviews imagines an IPO pitch from made-up ent...
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December 24, 2025 at 7:58 AM
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Predictions 2026: Graduate job cull spells doom for college degrees www.breakingviews.com/columns/big-... #BVPredicts
Graduate job cull spells doom for college degrees
Graduate unemployment is now higher than wider US jobless rates. For many young people, that makes it harder to justify the $500,000 cost of college. In 2026, universities will suffer financially as w...
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December 23, 2025 at 9:04 AM
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Predictions 2026: Marc Andreessen will summon NYC swagger for IPO www.breakingviews.com/columns/cons... #BVPredicts
Marc Andreessen will summon NYC swagger for IPO
His VC firm is known for placing big bets on AI and crypto. With $46 bln in assets, it’s big by west-coast standards, but not compared to New York’s buyout barons. Listing could help close the gap. A ...
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December 23, 2025 at 9:03 AM
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Predictions 2026: Labubu blockbuster ambitions have an M&A solution www.breakingviews.com/columns/cons... #BVPredicts
Labubu blockbuster ambitions have an M&A solution
Parent Pop Mart’s falling shares have upped the pressure to milk its toothy plush doll’s viral success. The toymaker wants to imitate Disney but making movies or running theme parks can be hit or miss...
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December 22, 2025 at 7:47 AM
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Predictions 2026: Digital tokens like bitcoin gained $1.2 trillion in value in the 12 months after Donald Trump won re-election. If a major stablecoin or exchange fails, the U.S. president has strong political and financial reasons to help out www.breakingviews.com/columns/big-... #BVPredicts
Donald Trump will bail out crypto holders in 2026
Digital tokens like bitcoin gained $1.2 trln in value in the 12 months after the US president won re-election. If a major stablecoin or exchange fails, the president has strong political and financial...
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December 22, 2025 at 7:46 AM
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Toyota’s supply chain contortions are peak 2025 - www.breakingviews.com/columns/brea...
Toyota’s supply chain contortions are peak 2025
The world’s largest carmaker plans to import three US-made models into Japan, an export hub with falling domestic demand. And it has offered to help distribute US brands there. The $340 bln group can ...
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December 19, 2025 at 4:04 PM
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NYLON law firm mega-merger is fuelled by FOMO - www.breakingviews.com/columns/brea...
NYLON law firm mega-merger is fuelled by FOMO
London-based Hogan Lovells is uniting with smaller New York group Cadwalader to form a giant with $3.6 bln in sales. The big law firms in the UK capital know the M&A and private credit action is acros...
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December 19, 2025 at 4:04 PM
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Europe can afford to rattle US Big Tech’s cage - www.breakingviews.com/columns/cons... - @jen-johnson.bsky.social
Europe can afford to rattle US Big Tech’s cage
The Trump administration says it could restrict access to its market for some European companies. Recent EU slaps, like a $140 mln X fine, explain why. But Big Tech firms with large foreign revenues, ...
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December 19, 2025 at 4:04 PM
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The EU’s Ukraine loan deserves 6 marks out of 10 - www.breakingviews.com/columns/brea...
The EU’s Ukraine loan deserves 6 marks out of 10
Kyiv gets 90 bln euros, Moscow’s assets are frozen indefinitely and the European Union has overcome the paralysis of unanimous decision-making. The loan may not be enough to stop Russia and the US bul...
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December 19, 2025 at 4:01 PM
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Predictions 2026: FIFA’s World Cup payday has a big Trump caveat www.breakingviews.com/columns/cons... #BVPredicts
FIFA’s World Cup payday has a big Trump caveat
Soccer’s governing body expects $9 bln of 2026 revenue, up 50% from the last competition in 2022. It’s premised on booming ticket and hospitality income thanks to mega-stadiums in the US, a key host c...
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December 19, 2025 at 11:09 AM
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Predictions 2026: AI data crunch speeds towards Napster moment www.breakingviews.com/columns/big-... #BVPredicts
AI data crunch speeds towards Napster moment
Machine-learning models like Alphabet’s Gemini have largely been trained on troves of borrowed words, tunes and photos. Mounting lawsuits, however, threaten to reprice creative output from the $3 trln...
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December 19, 2025 at 11:08 AM
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US minerals quest steps into Korea governance mess - www.breakingviews.com/columns/cons...
US minerals quest steps into Korea governance mess
Washington is in a group buying 10% of Korea Zinc as part of a stateside refinery project. In doing so, it's taking sides in a messy battle for control of the company, whose top investor opposes the d...
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December 18, 2025 at 11:57 AM
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BP's new CEO ticks some boxes, but far from all - www.breakingviews.com/columns/brea...
BP's new CEO ticks some boxes, but far from all
The $89 bln oil major has lured Meg O'Neill away from the same role at Australia's Woodside. She's a fossil fuel advocate with M&A experience, which suits BP's new direction. But her record isn’t stel...
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December 18, 2025 at 11:57 AM
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Predictions 2026: A defence tech shakeout will cement bigwigs’ primacy www.breakingviews.com/columns/big-... #BVPredicts
Defence tech shakeout will cement bigwigs’ primacy
Europe’s rearmament has spawned hundreds of startups, selling drones in particular. In 2026, nervy state buyers mean that public contracts will likely go to deep-pocketed new stars like $31 bln Anduri...
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December 18, 2025 at 9:54 AM
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Predictions 2026: Larry Ellison’s AI war tactics will backfire www.breakingviews.com/columns/cons... #BVPredicts
Larry Ellison’s AI war tactics will backfire
The billionaire’s aggression, much of it derived from Sun Tzu, has served him well for decades. Pivoting Oracle into machine learning is his latest bold move. But counting on overextended OpenAI while...
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December 18, 2025 at 9:40 AM
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KKR sets Mizuho ostensibly ho-hum India bar - www.breakingviews.com/columns/brea...
KKR sets Mizuho ostensibly ho-hum India bar
The buyout firm's return on selling its majority stake in boutique investment bank Avendus to the Japanese lender may be as low as 10%. That may seem easy to beat as M&A and capital-raising in the cou...
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December 17, 2025 at 1:50 PM
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Supersized Fed will outlive zombie monetarism - www.breakingviews.com/columns/cons...
Supersized Fed will outlive zombie monetarism
The central bank will buy $40 bln of Treasury bills. Many officials, including some who may soon lead the institution, dislike its bloated balance sheet which keeps the market flooded with $3 trln of ...
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December 17, 2025 at 1:50 PM
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Ice cream duo exemplify private valuation puzzle - www.breakingviews.com/columns/cons...
Ice cream duo exemplify private valuation puzzle
Buyout-fund backers often wonder whether managers are marking their portfolios too generously. Häagen-Dazs's $18 bln unlisted owner Froneri is a test: rival Magnum floated at a steep discount. Althoug...
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December 17, 2025 at 1:49 PM
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Predictions 2026: The AI boom will upend how chips are made. RISC-V, pronounced ‘risk five’, is a niche technology at present – but could have its breakout moment in the year ahead www.breakingviews.com/columns/big-... #BVPredicts
AI’s 2026 dark horse will be open-standard chips
Processors featuring the free RISC-V architecture account for $52 bln in sales, or just a tenth of the total. That’s set to change as Western and Chinese chipmakers seek alternatives to Arm. Recent en...
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December 17, 2025 at 9:08 AM
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Predictions: Bank of America shares have trailed many of its rivals in past years, while the valuation discount to JPMorgan has swollen. In 2026, an activist investor could nudge the lender to double down on consumer banking to beat an underwhelming 16%-18% returns target reut.rs/4s8Jxej #BVPredicts
Bank of America looks ripe for activist treatment
Shares in the lender run by Brian Moynihan have trailed many of its big rivals in past years, while the valuation discount to JPMorgan has swollen. A pushy investor could nudge the veteran boss to dou...
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December 17, 2025 at 9:03 AM