The Big Tech earnings dilemma

科技巨头盈利困境

FT News Briefing

2026-07-29

12 分钟
PDF

单集简介 ...

Ukraine is shifting its long-range drone campaign to focus on critical Russian infrastructure, and Big Tech companies are facing an AI dilemma as they report quarterly earnings. Plus, Google DeepMind is leaving behind its Nobel-winning AlphaFold project for new ventures, and PwC published “thought leadership” reports containing AI-generated hallucinations. Mentioned in this podcast: Ukraine adapts strikes on Russian energy industry to hit critical components Chip stocks tumble as AI sell-off deepens Google DeepMind dismantles Nobel-winning AlphaFold team in strategy shift PwC published ‘thought leadership’ reports marred by AI hallucinations  Listen to Unhedged on Apple Podcasts, Pocket Casts or Spotify. Save 10% on tickets to the FT Weekend Festival with the code FTPodcast. Visit ft.com/festival to find out more. Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts  The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
更多

单集文稿 ...

  • Hey guys, it's Mark checking in from my time off.

  • I wanted to let you know about the FT Weekend Festival happening on Saturday,

  • September 5th at Kenwood House Gardens in London or online wherever you are.

  • Spend the day with FT journalists, leading voices,

  • and forward thinkers across business, politics, economics, culture, and the arts.

  • As a podcast listener, you're going to save 10% on tickets with the code FTPodcast.

  • Just visit ft.com slash festival to find out more.

  • We'll have that link in the show notes.

  • Good morning from the Financial Times.

  • Today is Wednesday, July 29th, and this is your FT News Briefing.

  • Ukraine has a new tactic in its war with Russia,

  • and big tech companies are facing a dilemma as they report earnings this week.

  • Can one of these companies get the mix right of strong AI growth without the overwhelming and terrifying AI spending?

  • Plus, AI has been hallucinating all over reports from big four consultants.

  • I'm Sonia Hudson, in for Mark Filipino, and here's the news you need to start your day.

  • Ukraine has a new strategy for attacking Russia's energy industry.

  • It's previously conducted broad drone attacks on refineries.

  • Now, Ukraine is focusing on striking critical components that are hard to replace.

  • The goal is to keep plants offline for longer and make each attack more costly for Moscow.

  • This is all according to Ukrainian military planners, drone operators, and energy specialists.