Gold hasn’t been acting like itself lately

近期黄金的表现颇失常。

FT News Briefing

2026-03-25

11 分钟
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Meta and OpenAI will be among the first customers of Arm’s long-awaited new AI processor, the haven asset gold hasn’t been looking like its usual self, and Volkswagen is in talks to switch production at one its factories from cars to missile defence for Israel. Plus, Lebanon is worried Israel will push further into its southern region and occupy it.  Mentioned in this podcast: Arm launches own AI chip in high-stakes strategy shift Unhedged: Is gold an unsafe haven asset? Listen to the Unhedged podcast here VW to shift from cars to missile defence in deal with Israel’s Iron Dome maker The sum of all fears for Lebanon Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from David da Silva. Our executive producer is Topher Forhecz. Cheryl Brumley 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.
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  • Good morning from the Financial Times.

  • Today is Wednesday, March 25th, and this is your FT News Briefing.

  • The chip industry just got a little bit more competitive,

  • and investors are ditching a safe haven asset at an incredibly surprising time.

  • Plus, we'll take a look at why Lebanon is bracing for a land offensive from Israel.

  • I'm Mark Filippino, and here's the news you need to start your day.

  • The chip designer arm is now the chip maker arm.

  • The company's CEO, Rene Haas, unveiled its new AI processor yesterday.

  • He called it a defining moment for the company.

  • And it's hard to argue with that.

  • Arm is known for designing chips for other companies.

  • Now it's producing them itself.