Markets
37 analyses
The Hong Kong Stock Exchange raised $44 billion in IPOs, placements, and block trades in the first half of the year, an increase of 29% year-over-year, with CATL and Victory Giant leading the charge of issuers linked to the AI boom.
The annual report from the Bank for International Settlements published this Sunday lists the AI boom among the 'pressure points' that require attention, detailing the risk of circular financing between hyperscalers and labs.
The take-private of Clearwater Analytics concluded on June 25 at $24.55 per share, a 47% premium and a multiple close to 10 times ARR. Private equity continues to pay high prices for financial software with recurring revenue.
Change announced by S&P Dow Jones Indices takes effect on June 29 and closes a cycle: the Dow replaced a telecom incumbent with a platform whose largest revenue line did not exist in 2007.
By acquiring the startup founded by Chris Lattner, Qualcomm attempts to break the software lock that keeps four million developers dependent on Nvidia.
Maior fornecedora de HBM do mundo arquiva pedido para listar 17,79 milhões de ADRs em Nova York no dia 10 de julho, na segunda maior oferta de ações da história global.
Fiscal 2026 10-K filing shows a 13% reduction in the global workforce. Cloud revenue grows 39% to $34 billion, but headcount drops to 141,000 employees.
Third-quarter fiscal results disappoint Wall Street: revenue of $18.7 billion below consensus and revision of the annual forecast to 3%-4% sends the consulting firm's stock to its lowest level since 2016.
A post on Truth Social by the president states that Apple has agreed to work with Intel on chips manufactured in the U.S. Neither Apple nor Intel confirm the claim. Intel's shares hit record highs.
EMS reported Q3 with revenue of $8.8 billion (+12% y/y) and raised annual AI guidance by $500 million. CEO Mike Dastoor confirmed a third contract with a hyperscaler and a multi-gigawatt opportunity with Adani.
Operation announced in an 8-K on Tuesday reshapes the AI coding landscape, diverts traffic from Anthropic, and alters productivity equations in Bangalore and Capgemini's French front.
The deal merges Fox's catalog and Tubi with Roku's over 100 million connected households, creating the third largest player in the American TV market by viewing time share.