Chase Coleman’s Tiger Global Management reported an equity portfolio of roughly $29.7 billion in the latest quarter, maintaining its technology-heavy, growth-oriented investment strategy.The portfolio remains anchored in large-cap technology leaders, semiconductor manufacturers, software platforms, and select internet businesses. While still concentrated, Tiger Global’s positioning is notably more diversified than ultra-concentrated activist funds, with the top 10 holdings representing approximately 62.8% o ...

Core Viewpoint - A judge has ruled that Amazon can temporarily prevent external AI bots from accessing its site, while retailers are adapting to a changing shopping environment [1] Group 1: Legal Developments - The ruling allows Amazon to maintain control over its platform by keeping outside AI bots off its site for the time being [1] Group 2: Retail Industry Adaptation - Retailers are preparing for a new normal in shopping, indicating a shift in consumer behavior and technology integration [1]

// 债市综述 // 1. 公开市场操作 央行公告称， 3 月 11 日以固定利率、数量招标方式开展了 265 亿元 7 天期逆回购操作，操作利率 1.40% ，投标量 265 亿元，中标量 265 亿元。 Wind 数据显示，当日 405 亿元逆回购到期，据此计算， 单日净回笼 140 亿元。 （*数据来源：Wind-央行动态PBOC） 2. 资金面 银行间市场资金面平稳中略微收敛， DR001 加权平均利率上行超 4bp 至 1.37% 附近。匿名点击系统（ X-repo ）上，隔夜报价亦升至 1.35% ，供给亦一般。 海外方面，美国隔夜融资担保利率为 3.65% 。 全国和主要股份制银行一年期同业存单最新成交在 1.557% 附近，较上日小幅下行。 | （*数据来源：Wind-成交统计BMW） | | --- | 5. 近期城投债（AAA）各期限利差走势及数据 （*数据来源：Wind-利差分析） 6. 国债期货收盘 （*数据来源：Wind-同业存单-发行结果） 4. 银行间主要利率债收益率 30 年期主力合约跌 0.19% 10 年期主力合约跌 0.04% 5 年期主力合约跌 0.03% （IMM） ...

Core Viewpoint - FCC Chairman Brendan Carr criticized Amazon for opposing SpaceX's satellite plans while failing to meet its own satellite deployment goals [1][2] Group 1: Amazon's Position - Amazon urged the FCC to reject SpaceX's application for a constellation of up to 1 million low Earth orbit satellites, describing it as a "lofty ambition" lacking concrete plans [2] - The company has invested over $10 billion in its satellite service, previously branded as Kuiper, and has launched at least 200 satellites since April [2] Group 2: SpaceX's Position - SpaceX's Starlink service currently leads the internet-from-space market, and the company is seeking to expand its capabilities with the new satellite constellation [2] - SpaceX has not provided detailed information on how it plans to achieve its ambitious satellite deployment goals [2]

No steering wheel, no pedals, no problem. Zoox announced Wednesday that it's partnering with Uber to make its robotaxis available on the ride-hailing company's app in Las Vegas and Los Angeles, pending US government approval. The multiyear partnership, announced by Zoox and Uber on Wednesday, would enable Uber customers to get rides on Zoox robotaxis in Vegas this summer and in LA in 2027. After the partnership launches, the app will match riders with robotaxis on eligible trips, Uber said in a statement. Z ...

Core Viewpoint - Evercore believes that internet stocks, including Amazon.com, Meta Platforms, and Uber Technologies, have experienced excessive declines due to investor concerns over AI disruption and geopolitical risks [1] Company Analysis - Amazon.com has been identified as one of the internet stocks that has fallen significantly, reflecting broader market fears [1] - Meta Platforms is also highlighted as a stock that has seen a considerable drop, indicating potential undervaluation amidst current market conditions [1] - Uber Technologies is mentioned alongside other major internet companies, suggesting that it too has been affected by the prevailing investor sentiment regarding AI and geopolitical uncertainties [1]

分组1 - Oracle reported strong sales with $90 billion in sales for the fiscal year starting in June and capital expenditures holding at $50 billion, indicating a positive outlook for the company [3][4][5] - The demand for AI computing is driving Oracle's growth, with a backlog rising and 90% of deliveries this quarter being on time or ahead of schedule, which alleviated investor anxiety [4][7] - The technology sector is experiencing relative performance despite geopolitical risks, with Oracle's strong results providing comfort to investors [2][5][10] 分组2 - Meta plans to develop four new generations of in-house AI chips, with 300 already in production and a focus on handling AI workloads efficiently [25][26][28] - The company is pursuing a strategy of diversifying its chip supply by acquiring local chipmaking talent and forming major supply deals with established chipmakers [30][31] - The AI race is not just about models but also about the computing power behind them, highlighting the importance of custom silicon in Meta's strategy [28][29] 分组3 - The tech sector is not in a bubble, with reasonable valuations and ongoing demand for AI capital expenditures, which are expected to drive earnings growth [12][14] - Investors are cautious about the software sector, recalling past crises, but believe that competitive companies will continue to evolve [15][16] - The geopolitical tensions, particularly in the Middle East, are causing short-term market reactions, but historical patterns suggest that markets will eventually resume their upward trends [19][20] 分组4 - Amazon successfully sold a record amount of corporate debt in Europe, indicating strong demand for its capital expenditures, particularly in AWS [49][50] - The company is benefiting from the overall growth of its infrastructure business, which is positively viewed by investors [50] - Uber is expanding its services through Zoox, aiming to enhance its platform and customer experience while leveraging data for operational efficiency [61][66]

Core Viewpoint - Credit Agricole has agreed to acquire Ukraine's Bank Lviv as part of its strategy to support the reconstruction of Ukraine's economy affected by the war with Russia [1] Group 1: Acquisition Details - The acquisition aims to strengthen Credit Agricole Ukraine's position in Western Ukraine and enhance its focus on the SMEs (small-to-medium-sized enterprises) segment and the agricultural sector [1] - The deal is expected to be completed by mid-2026, although the financial details of the acquisition have not been disclosed [1] Group 2: Strategic Alignment - The acquisition aligns with Credit Agricole Ukraine's long-term strategy to support the Ukrainian economy and its ambition to play a significant role in the country's reconstruction efforts [1]

In the past two decades, Amazon (NASDAQ: AMZN) shares have surged over 11,300% higher (as of March 6). This makes it one of the best-performing stocks this century, without a doubt. The leading e-commerce and cloud computing enterprise currently sports a huge market cap of $2.3 trillion. This is even with shares falling nearly 16% from their peak. For investors considering a purchase now, is this "Magnificent Seven" stock overvalued or dirt cheap? Here's the single metric that matters most when making that ...

FCC chair criticizes slow pace of Amazon satellite launches | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivFederal Communications Commission (FCC) Chair Brendan Carr speaks during the U.S. Chamber of Commerce 2025 Global Aerospace Summit in Washington, D.C., U.S., September 9, 2025.... Purchase Licensing Rights, opens new tab Read moreWASHINGTON, March 11 (Reuters) - The chairman of the Federal Communications Commission dismissed cr ...