View: The US needs ‘allied scale’ to counter China
Semaforby Andy Browne1 Sept 2026
Andy’s view To have any hope of countering China’s industrial challenge, the US needs a coalition.
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top 64%View: How China can muddle through to superpower status
Semaforby Ben Bland1 Sept 2026
Ben’s view Analysis of China is often so polarized that a casual observer might get the impression that Beijing is both an unstoppable force on the verge of global domination and a precarious...
Exclusive: Trump may need to save Paxton in Texas Senate race
Semaforby Burgess Everett1 Sept 2026
The News Republicans are counting on President Donald Trump’s cavalry to carry Ken Paxton to victory — but it hasn’t come yet. Ultimately, the GOP expects MAGA Inc.
View: How kidnapping became an industry in Nigeria
Semaforby Alexis Akwagyiram31 Aug 2026
Alexis’s view Insecurity was a major issue during Nigeria’s 2015 election, my first as a Reuters correspondent there.
Nigeria’s worsening insecurity tests president’s second-term bid
Semaforby Alexander Onukwue31 Aug 2026
The News The mass abduction of hundreds of people from mosques in northern Nigeria this month was at once shocking and yet unsurprising: The targeting of civilians by insurgents and bandits has...
Exclusive: Murphy eyes bipartisan effort on private equity in youth sports
Semaforby Burgess Everett31 Aug 2026
The News Sen. Chris Murphy, D-Conn., thinks private equity’s involvement in youth sports will spark the next populist outrage. The Connecticut Democrat and Rep.
Trump’s White House inner circle is shrinking
Semaforby Shelby Talcott31 Aug 2026
The News When Vanity Fair published close-up photos of President Donald Trump’s core advisers at the end of 2025, the group included five staffers alongside the vice president and secretary of...
Exclusive: Saudi firms pull IPO plans
Semaforby Matthew Martin30 Aug 2026
The Scoop Three Saudi companies have scrapped plans for initial public offerings that were scheduled over the next month because of expectations of weak investor demand as the Iran war weighs on...
Exclusive: Republicans’ economic optimism is ‘starting to fade,’ economist says
Semaforby Eleanor Mueller29 Aug 2026
The News Consumer sentiment among Republicans and independents is “starting to fade” ahead of the midterm elections, The Conference Board Chief Economist Dana Peterson told Semafor.
Exclusive: The Fed ‘has been a little too quiet’ on Treasury, former Fed official says
Semaforby Eleanor Mueller29 Aug 2026
The News JACKSON HOLE, Wyo. — The Federal Reserve has so far “been a little too quiet” about the Treasury Department’s campaign to bring down yields by buying back more long-term debt, former...
Exclusive: Piker defiant as Democrats turn on him
Semaforby David Weigel28 Aug 2026
The News “It doesn’t feel great to constantly be berated like this,” said Hasan Piker. By Friday morning, when he caught up with Semafor, the socialist influencer had spent the past week watching...
View: Humans can’t fight AI with AI
Semaforby Reed Albergotti28 Aug 2026
Reed’s view One common response to warnings that a rogue AI could eventually threaten humanity is that humanity will also have plenty of AI firepower available to counter it.
Software and data firms rush to meet customers inside the chatbot
Semaforby J.D. Capelouto28 Aug 2026
The Scene If you can’t beat ’em, hook up your data to a chatbot. Salesforce this week announced “Claudeforce,” a partnership with Anthropic that lets salespeople look up customer records and check...
Exclusive: Google and Microsoft were in talks for Nscale compute deal that went to Anthropic
Semaforby J.D. Capelouto28 Aug 2026
The Scoop Google and Microsoft were both in talks with Nscale to rent AI computing capacity from the company’s massive data center project in West Virginia — a lease that ultimately went to...
Warsh’s hawkish turn meets its skeptics
Semaforby Eleanor Mueller28 Aug 2026
The News JACKSON HOLE, Wyo. — Federal Reserve Chair Kevin Warsh made his debut Friday on one of the global economy’s biggest stages, where he appeared to play the hawk. But looks can be deceiving.
‘We go big’: Jon Gray on how Blackstone places its AI bets
Semaforby Andrew Edgecliffe-Johnson28 Aug 2026
The Scene What differentiates Blackstone from other investors is that “when we identify something, we go big,” Jon Gray says.
The Canadian founder telling CEOs to rethink AI resilience
Semaforby Andrew Edgecliffe-Johnson28 Aug 2026
The Signal Insight Cohere’s valuation shot up from $7 billion a year ago to $20 billion after the Canadian builder of AI models for enterprises and governments combined with Germany’s Aleph Alpha...
Exclusive: Trump’s trade war hands Democrats a campaign-trail gift
Semaforby Nicholas Wu27 Aug 2026
The News FARMINGTON HILLS, Mich. — President Donald Trump’s trade war with Canada is handing a political gift to Democrats in this pivotal battleground state.
View: Europe’s warning for US gas exporters
Semaforby Tim McDonnell27 Aug 2026
Europe is facing a test of how much it has learned from half a decade of successive energy shocks — and US gas exporters should pay attention.
Exclusive: College sports meltdown fuels push on Capitol Hill
Semaforby Burgess Everett27 Aug 2026
The News The ongoing public outcry over pro athletes attempting to come back to college sports is boosting the Senate’s bipartisan college sports bill.