Jonathan Guilford

New York

Associate Editor at Breakingviews

US Editor, Reuters Breakingviews

Articles

Wild market swings are good reason to take stock: podcast

1 week ago | reuters.com | Aimee Donnellan |Jonathan Guilford

Apple, opens new tab or Spotify, opens new tab. Listen on the Reuters app., opens new tab Read the episode Follow on transcript. Amid the tariff volatility, shares of companies from Burberry to Hasbro have gyrated when reporting financial results. In this Viewsroom podcast, Breakingviews columnists debate why investors are rattled, how CEOs are responding, and whether the listed life looks less appealing. (The hosts are Reuters Breakingviews columnists.
Wild market swings are good reason to take stock

1 week ago | breakingviews.com | Aimee Donnellan |Jonathan Guilford

WestlawBuild the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. OnesourceThe most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. CheckpointThe industry leader for online information for tax, accounting and finance professionals.
Gold glistens brighter in a chaotic world: podcast

2 weeks ago | reuters.com | Aimee Donnellan |Jonathan Guilford

Follow on Apple or Spotify. Listen on the Reuters app. The yellow metal’s value rose by over a third in the past year, as volatile markets and a sliding dollar highlight the oldest safe haven. On this Viewsroom podcast, Breakingviews columnists debate the degree to which investors may be seeking a hedge against the whims of states. Follow @aimeedonnellan and @JMAGuilford on X(The hosts are Reuters Breakingviews columnists.
OpenAI’s midair plane-building hits absurd extreme

2 weeks ago | breakingviews.com | Jonathan Guilford

WestlawBuild the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. OnesourceThe most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. CheckpointThe industry leader for online information for tax, accounting and finance professionals.
A los fondos de compras les cuesta seguir a Buffett

3 weeks ago | cincodias.elpais.com | Jonathan Guilford

Mientras Warren Buffett se retira, algunos de los gestores financieros más importantes del mundo intentarán seguir construyendo sobre su legado. Ya imitan la mejor idea del CEO saliente de Berkshire Hathaway, recurriendo a los fondos de seguros para invertir. Lo más difícil ahora será igualar su extraordinaria paciencia.
Pauses, tweaks and can-kicking are new trade norms: podcast

3 weeks ago | reuters.com | Aimee Donnellan |Jonathan Guilford

Follow on Apple or Spotify. Listen on the Reuters app. The US inked a deal with the UK and agreed to freeze triple-digit tariffs on China. In this Viewsroom podcast, Breakingviews columnists explain what these agreements reveal about the Trump administration’s negotiating hand, and what trade is likely to look like in the future. Follow @aimeedonnellan and @JMAGuilford on XFurther ReadingVisit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices.
Pauses, tweaks and can-kicking are new trade norms

3 weeks ago | breakingviews.com | Aimee Donnellan |Jonathan Guilford

WestlawBuild the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. OnesourceThe most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. CheckpointThe industry leader for online information for tax, accounting and finance professionals.
La vuelta de honor de Trump en Riad desmiente los temores sobre la IA

3 weeks ago | cincodias.elpais.com | Jonathan Guilford |Katrina Hamlin

EE UU no tiene el monopolio de los avances tecnológicos. En su intento por frenar los avances de China en inteligencia artificial (IA), Joe Biden trató de usar las restricciones a los chips de última generación de Nvidia como arma arrojadiza, ralentizando el progreso en otros ámbitos. Su sucesor, Donald Trump, que acaba de iniciar una gira por Oriente Próximo en Arabia Saudí, está cambiando de estrategia: condiciona el uso del silicio de EE UU al rechazo de las alternativas chinas.
Η νίκη του Τραμπ στη Σαουδική Αραβία διαψεύδει τους φόβους της Τεχνητής Νοημοσύνης

3 weeks ago | ot.gr | Jonathan Guilford

Reuters BreakingviewsΟι Ηνωμένες Πολιτείες δεν κατέχουν το μονοπώλιο στις τεχνολογικές ανακαλύψεις. Καθώς προσπαθούσαν να περιορίσουν τις εξελίξεις της Κίνας στην τεχνητή νοημοσύνη, η κυβέρνηση του προέδρου Τζο Μπάιντεν προσπάθησε να χρησιμοποιήσει περιορισμούς στα τσιπ αιχμής της Nvidia, ως όπλο, επιβραδύνοντας την πρόοδο αλλού.
コラム：トランプ政権がＡＩ半導体輸出政策転換、同盟国を供給網に囲い込み

3 weeks ago | jp.reuters.com | Jonathan Guilford

５月１３日、今サウジアラビアを皮切りとする中東訪問を開始したトランプ大統領は、中国製半導体を買わないという条件付きで米国製半導体を利用してもらうという方式に切り替えつつある。リヤドで撮影（２０２５年ロイター/Hamad I Mohammed） [ニューヨーク１３日ロイター BREAKINGVIEWS] - 技術的な課題の克服や突破は、決して米国の専売特許ではない。バイデン前政権は中国の人工知能（ＡＩ）技術発展を抑える目的で、エヌビディア(NVDA.O), opens new tabの最先端半導体の輸出規制を武器として他の分野の進展を遅らせようとした。しかし今サウジアラビアを皮切りとする中東訪問を開始したトランプ大統領は、中国製半導体を買わないという条件付きで米国製半導体を利用してもらうという方式に切り替えつつある。...