Capex plans, strategic stakes and sovereign funds placing bets on AI infrastructure and labs.
288 articles
New Street Research has initiated coverage on 10 space-sector stocks, designating four as 'buy' ratings. The report highlights these companies as strategic investment opportunities ahead of a potential SpaceX IPO.
钛媒体 · 128d ago
JPMorgan's global head of equities suggests that investors should diversify beyond the current big tech market leaders to find stronger returns. This perspective challenges the current market concentration on a few dominant tech players.
Bloomberg Technology · 128d ago
JPMorgan strategists maintain overweight on emerging market stocks for H2, citing ongoing AI investment, lower valuations, and favorable macro like falling US yields. EM offers rebound potential over developed markets amid fund inflows.
36氪 · 131d ago
Nipun Capital CIO Pooja Malik warns a Strait of Hormuz blockade and $100 oil could spike U.S. inflation by 90 basis points, severely impacting emerging markets.
Bloomberg Technology · 151d ago
AI does not alter the fundamental economics of investment. It reshapes relative advantages for investors across different stages of the industry chain.
钛媒体 · 155d ago
Tencent takes shareholder role while ByteDance assumes leadership. Internet traffic giants shift to heavy-asset healthcare investments.
钛媒体 · 173d ago
Fund managers shift focus from humanoid robot demos to scalable paid scenarios in warehousing, driven by e-commerce boom. AMR sorting robots see massive orders from warehouse expansions, positioning Chinese firms for global exports.
36氪 · 181d ago
Tencent is aggressively pursuing AI dominance. The 'old guard' shows no signs of surrender amid competition.
钛媒体 · 184d ago
Microsoft's stock has dropped to its cheapest level in a decade due to AI concerns. However, this presents a potential buying opportunity as the company has been preparing for the AI era for years.
钛媒体 · 190d ago
Canada has reversed its decision to shut down TikTok's local operations after review, allowing the investment with binding commitments on user privacy and child protection. The move safeguards jobs and ensures TikTok's presence.
36氪 · 193d ago
Helen Jewell, BlackRock's CIO of fundamental equities, warns investors not to get complacent on macro data amid Middle East war volatility. She highlights potential dip buying opportunities in rattled markets.
Bloomberg Technology · 194d ago
Billionaire Leo KoGuan doubled his Nvidia stake to 2 million shares. The move aims to calm markets nervous from Middle East conflict.
Bloomberg Technology · 194d ago
Hul Dian Shares' subsidiary Kunshan Huli Microelectronics plans a RMB 55 billion PCB production project in Kunshan Bonded Zone. Fixed assets total RMB 45 billion across three phases with land acquisitions.
36氪 · 197d ago
Sichuan held a conference releasing a list of 20 key state-owned projects worth over 1900 billion yuan in rail and new energy. A private enterprise cooperation list features 21 projects totaling 32 billion yuan, including AI industrial chains.
36氪 · 198d ago
China's '史上最牛散户' with a 610 billion portfolio is adding to its Nvidia holdings. The move underscores investment logic amid debates over the AI bubble.
钛媒体 · 198d ago
Billionaire Leo KoGuan, one of Tesla's largest individual shareholders, announced he bought 1 million shares of Nvidia on Tuesday. This move reflects confidence in Nvidia's role in the AI ecosystem.
Bloomberg Technology · 199d ago
a16z is actively scouting for early-stage companies worldwide, particularly in Europe, to identify the next unicorns. The firm aims to spot opportunities as early as local funds.
TechCrunch AI · 215d ago
SoftBank Group added $27 billion in new debt during Q4 to fund its heavy investment in OpenAI. The company also sold Nvidia shares for $5.8 billion and T-Mobile shares for over $3.5 billion.
cnBeta (Full RSS) · 218d ago