Markets
144 analyses
SAP agrees to acquire Ghent-based TechWolf, whose AI maps actual employee skills. This technology will become central to SuccessFactors; financial terms undisclosed, closing anticipated in Q4.
The French group pays $205 per share, a 42.3% premium, and finances the purchase with up to €17 billion in debt. Analysts say fears of AI have lowered software prices; the market in Paris reacted negatively.
Convertible notes cover one-third of a $125.2 billion TPU deal. Bloomberg reports that Anthropic aims for a November IPO debut before Thanksgiving.
Oracle notified the campus developer in New Mexico to protect itself in case of delays beyond 2028. The bottleneck is a pipeline blocked twice by the state.
French Mistral AI confirmed the purchase of Parisian startup Pimento, specializing in AI-generated ads. The focus is on the team going to the Vibe assistant; the price remains undisclosed, with estimates between €3.8 million and €12.7 million.
A $10 billion dollar and €1 billion euro issuance funds the third installment for OpenAI, closing on October 1, while canceling a $10 billion bridge line.
Chinese firm CXMT has started mass production of its fifth-gen memory, capturing 10% of the global DRAM market, up from 4% a year ago.
Intel spin-off leads funding round with IAG Capital, launches open Active Compute Fabric for AI infrastructure, aiming to disrupt InfiniBand and NVLink.
Oracle reported $19.3 billion in Q1 FY27 revenue, with cloud infra up 121%. $90B FY guidance and $664B RPO position the company as a force in the GPU race.
HSBC confirmed on Wednesday the closure of its transaction services operation in Germany, cutting over 320 positions by 2028. This marks the bank's second major retreat in the country in 12 months.
French company Mistral closes Series D round of €3 billion at a valuation of €21 billion, with Samsung Electronics as the lead investor and ARR on track to reach $1 billion before the end of 2026.
A fireside chat with Christian Klein and Goldman Sachs this Tuesday follows Zeiss's exit of 200 million euros and three consecutive downgrades by analysis firms.