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Activist seeks CEO change at Hewlett Packard Enterprise

The $20 billion server-maker has struggled to gain investor approval and market share under CEO Antonio Neri.
Signs for Hewlett Packard Enterprise Co. cover the facade of the New York Stock Exchange.Brendan McDermid/File Photo/Reuters

Activist Robby Starbuck plans lobbying arm to make the anti-DEI revolution stick

Corporate America’s most potent adversary is planning a lobbying group for “long-term corporate oversight” of companies’ diversity policies “to ensure that this never happens again.”
Robby Starbuck appears as a guest during a taping of “Candace” Hosted By Candace Owens on August 2, 2021 in Nashville, Tennessee.Brett Carlsen/Getty Images

White House plans to target university investments

White House officials plan to examine university endowment efforts as part of a multi-front pressure campaign on elite colleges.
HarvardFaith Ninivaggi/Reuters

Trump says tariffs will boost US manufacturers, but many are not so sure

Businesses with large production footprints in the US are increasingly warning of budget cuts and layoffs.
Rail cars are pictured in Cleburne, Texas, U.S/Shelby Tauber/Reuters

Watch: Semafor’s World Economy Summit Spring 2025

Welcome to the virtual broadcast of the World Economy Summit 2025 — twelve sessions over three days dedicated to advancing dialogues that catalyze global growth and fortify resilience in an uncertain, shifting global economy.

Analysis: A stocks rout became a bonds rout. Is private credit next?

President Donald Trump’s tariff shock moved from the stock market to the bond market. The question now is whether it stays there.
Traders work on the floor, as a screen displays The Goldman Sachs logo and trading information.Brendan McDermid/Reuters

Universities have a problem that isn’t Donald Trump — their own investments

Elite institutions made big private equity bets in simpler times, but now face a potential cash crunch thanks to the Trump administration’s threats.

Fed resists pressure to rescue Treasury market

The White House wants the Federal Reserve to let banks load up on Treasury bonds, a move that could steady an unnerved market for US debt. But the Fed isn’t in a hurry.

Lighthizer expects Japan to link tariffs, steel deal

Trump’s first-term trade czar, who remains influential on tariff policy, told a Wall Street investor crowd that Japan is a “great” partner.

How Bloomberg — and ‘Bloomberg’ — drove markets and headlines

The finance data and media company has tried fruitlessly to find the owner of the “Walter Bloomberg” account, which coasts off Bloomberg’s name for clicks. But in 2025, someone like “Walter” can shake Wall Street.

Middle East investors maintain private equity allocations

The long-term asset class is showing resilience in 2025 with investors saying they plan to maintain or only modestly adjust their allocations.

‘Let the bad news travel as fast as the good news’: 5 questions for Elanco Animal Health’s Jeff Simmons

He sees growth coming from AI-powered innovation, the world’s growing love of dogs, and the Make America Healthy Again agenda.

‘Our stuff works and it saves money’: How Booz Allen is racing to escape the wrath of DOGE

The argument from CEO Horacio Rozanski: What DOGE sees as the problem can be its solution.

US inflation slows in March, but tariffs likely to raise prices

The consumer price index was lower than expected in March, but analysts say Donald Trump’s tariffs are set to raise inflation.

Wall Street left guessing at Trump’s tariff endgame

Uncertainty remains as to what Trump will do next, and which countries could make a deal, and which might enter a trade war with Washington.

Q&A: Jason Furman on why trade deficits are ‘a wonderful thing’

The former Obama economic adviser warns that adversaries will hit the US where it hurts — high-tech services, not vanishing factory output.

Americans increasingly say taxes are unfair

New polling from Gallup shows half of US adults believe their taxes are unfair, with Republicans and independents much more likely to say so than Democrats.

Carnage in global markets as recession fears mount

Haven assets including US Treasury bonds, the Japanese yen, and the Swiss franc soared amid fears of a worldwide recession.