每经AI快讯，12月3日，香港交易所信息显示，贝莱德在美的集团（000333）H股的持股比例于11月27 日从5.08%升至6.80%。 ...

格隆汇12月3日｜香港交易所信息显示，贝莱德在美的集团H股的持股比例于11月27日从5.08%升至 6.80%。 ...

Group 1 - The core viewpoint of the article indicates that BlackRock has turned bearish on U.S. long-term government bonds, downgrading their investment rating from "neutral" to "underweight" [1] - BlackRock's report highlights concerns that the influx of new debt related to artificial intelligence financing could lead to increased borrowing costs and exacerbate government debt worries [1] - The report also notes that in a high public debt environment, additional leverage may result in rising interest rates [1] Group 2 - BlackRock anticipates that revenue growth driven by artificial intelligence will generally boost the U.S. stock market in the coming year, although certain companies may benefit more significantly from technological advancements [2] - The report suggests that entirely new revenue streams created by artificial intelligence may emerge, with an evolving distribution of these revenues that remains uncertain [2] - Identifying winners in this evolving landscape is expected to be a positive investment narrative [2]

Core Viewpoint - Marvell Technology Inc. is experiencing a positive shift in investor sentiment due to its custom chip-design unit securing repeat orders, indicating growth driven by increased spending on AI computing [1][2]. Group 1: Revenue Growth and Forecast - Marvell is optimistic about revenue growth, predicting a 20% increase in custom chip sales next year, with large customers renewing orders [2]. - The company forecasts revenue of approximately $2.2 billion for the fiscal fourth quarter, aligning with Wall Street projections [5]. - CEO Matt Murphy stated that Marvell's revenue could reach $10 billion in the next fiscal year, surpassing analyst predictions of $9.47 billion [3]. Group 2: Stock Performance - Following the positive earnings call, Marvell's shares rose over 15% in late trading, recovering from a 16% decline earlier in the year [4]. Group 3: Acquisition of Celestial AI - Marvell announced plans to acquire Celestial AI for at least $3.25 billion, which is expected to enhance its artificial intelligence capabilities [3]. - The acquisition includes $1 billion in cash and $2.25 billion in stock, with additional payouts contingent on Celestial AI achieving specific revenue targets [6][9]. - Celestial AI specializes in photonic fabric technology that improves data movement within AI infrastructure, potentially accelerating AI system performance [7]. Group 4: Market Position and Competition - Marvell aims to capitalize on the AI spending boom, assisting cloud-computing firms like Amazon in designing custom chips, although its products are not as prevalent as those from Nvidia [4]. - The company reported recent customer wins, including an emerging hyperscaler, indicating progress in its custom chip business [5].

1996 was Netscape.Crypto hasn't had its Google moment yet.It's early.Watcher.Guru (@WatcherGuru):JUST IN: BlackRock CEO Larry Fink says "tokenization today is roughly where the internet was in 1996." ...

Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn more >>I (Kody) am mostly focused on the dividend growth investing strategy. As a result, I focus on several factors when considering prospective investments. These include the following:Hi, my name is Kody. Aside from my articles here on Seeking Alpha, I am also a regular contributor to Sure Dividend, The Dividend Kings, and iREIT+Hoya Capital. I have been investing since September 2017 (age 20) and interested ...

JUST IN: BlackRock CEO Larry Fink says "tokenization today is roughly where the internet was in 1996." ...

Core Insights - Matthew Sigel, Head of Digital Assets Research at VanEck, questions the foundational value of XRP, especially in light of BlackRock and VanEck's hesitance to launch XRP-related products [1][4] - Franklin Templeton has launched an XRP exchange-traded fund (ETF), claiming XRP plays a foundational role in global settlement infrastructure, contrasting with BlackRock's lack of plans for an XRP ETF [2][3] - Despite the success of Canary Capital's XRP ETF, which recorded a day-one trading volume of $58 million and $250 million in inflows, BlackRock and VanEck remain uninterested in XRP offerings [5] Company Perspectives - BlackRock has no current plans to file for an XRP or Solana ETF, indicating a cautious stance towards XRP compared to its involvement with Bitcoin and Ethereum ETFs [3] - VanEck has launched a Solana ETF but has chosen not to pursue an XRP offering, reflecting a similar skepticism as BlackRock [3] Market Context - XRP is the third-largest cryptocurrency by market cap, often associated with cross-border transactions through its connection to Ripple, which utilizes XRP for its on-demand liquidity product [6] - Ripple's significant holdings of XRP, approximately 34.76 billion (nearly 35% of total supply), raise concerns among some in the cryptocurrency community regarding the asset's value proposition [7]

Vanguard CEO Salim Ramji was previously head of BlackRock’s iShares division. Credit: Smith Collection/Gado/Getty Images. Key Takeaways Vanguard has finally opened up its brokerage platform to Bitcoin ETFs. The change has been widely anticipated ever since Salim Ramji took over as CEO. Ramji previously spearheaded BlackRock’s entry into crypto ETFs. As the head of BlackRock’s iShares division between 2019 and 2024, Salim Ramji helped launch one of the first spot Bitcoin exchange-traded funds (ETFs ...

Core Viewpoint - BlackRock's Investment Institute has shifted its stance to bearish on U.S. long-term government bonds, citing concerns over rising borrowing costs due to an impending wave of AI-related financing and the sustainability of U.S. government debt burdens [1][2] Group 1: U.S. Long-Term Government Bonds - BlackRock has downgraded its investment rating for long-term U.S. government bonds from "neutral" to "underweight" for the next 6 to 12 months, anticipating significant debt issuance driven by AI investments [1] - The firm warns that the upcoming AI financing wave could lead to increased overall borrowing costs in the U.S. [2] Group 2: Debt Market Adjustments - In addition to U.S. bonds, BlackRock is also reducing its holdings in Japanese government bonds due to expected rising interest rates and increased government bond issuance [1] - Conversely, the investment rating for emerging market hard currency debt has been upgraded from "underweight" to "overweight," based on limited issuance and healthier government balance sheets [1] Group 3: Debt Risks and Economic Impact - The simultaneous rise in public and private sector borrowing is expected to exert significant upward pressure on interest rates, with U.S. national debt surpassing $38 trillion [2] - The firm highlights that the structural increase in capital costs may raise the economic threshold for AI investments and potentially suppress broader economic activities [2] Group 4: Stock Market Outlook - Despite a cautious outlook on the bond market, BlackRock remains optimistic about AI-related investments driving U.S. stock market growth in 2025 [3] - The firm anticipates that AI-driven revenue growth will broadly boost the economy, although the benefits will vary significantly across different companies and sectors [3]