Amazon has always been at the mercy of consumer spending, but now AWS looks less reliable too. More dramatic budget tightening is needed. Today’s Tempus: thetimes.co.uk/article/how-to…

Rising interest rates are boosting margins for UK banks like Lloyds, but also threaten to cause a wave of bad debts. A further sell off but investors seems likely. Today’s Tempus: thetimes.co.uk/article/lloyds…

Third quarter numbers from Alphabet last night were the ultimate bad omen for Meta and other ad-reliant tech groups, none of the challenges facing these companies will dissipate any time soon. Today’s Tempus: thetimes.co.uk/article/no-hid…

The boss of HSBC has become the first chief executive of a big British bank to publicly signal his resistance to a windfall levy on lenders after he warned that the sector already faced higher taxes than other industries thetimes.co.uk/article/hsbc-b…

Matching Cloughie’s reign at Leeds, Liz Truss had none of his other achievements and leaves her successor in a bigger mess, with higher borrowing costs and a weaker pound. My col, also on the Naked Wines board finally sobering up and low-profile Relx.

thetimes.co.uk/article/57a734…

💥 A row has broken out between the billionaire co-founder of Hargreaves Lansdown and the FTSE 100 company after he accused the group’s chairwoman of overseeing a “diabolical” performance by the business thetimes.co.uk/article/peter-…

The bounce in Netflix shares yesterday is small fry compared to the huge sell off over the past year. Consensus forecasts for new subscribers next year still looks optimistic. Today’s Tempus: thetimes.co.uk/article/number…

Hargreaves boss exit plans surprised the market earlier this week, just months after setting out a 5 year growth plan. His successor could benefit from resetting market expectations. Today’s Tempus column: thetimes.co.uk/article/hargre…

Lindsell Train manager Nick Train says any lowball offer for Burberry should be resisted in response to takeover speculation and also defends Unilever despite 'dowdier' recent performance: thetimes.co.uk/article/nick-t…

Ladbrokes owner Entain has slumped this year but the rationale for a bid from MGM Resorts hasn’t gone away, it might be more alluring. Today’s Tempus: thetimes.co.uk/article/bettin…

Power cuts this winter could cause mobile phone networks to fail. The UK’s telecoms infrastructure depends on the National Grid & not all of it has back up power. Here’s our piece for ⁦Times Business⁩

thetimes.co.uk/article/ff4fb2…

London-listed software companies have become easy pickings for international acquirers, Computacenter looks like another candidate. Today’s Tempus: thetimes.co.uk/article/softwa…

Rightmove shares down 40% since start of this year, in line with March 2020 peak-trough. Given consensus forecasts still optimistic, there’s still room for a further fall. Today’s Tempus column: thetimes.co.uk/article/proper…

Another set of results, another profit warning for Boohoo yesterday. Being cheap shouldn’t keep investors hanging on, today’s Tempus: thetimes.co.uk/article/more-t…

“Roll up, roll up - bargains to be had” Weakened City braces for wave of US takeovers by ⁦Emma Powell⁩ & ⁦Alex Ralph⁩ - who could be next?

thetimes.co.uk/article/18d8c9…