LONDON--(BUSINESS WIRE)--Klarna, the global digital bank and flexible payments provider, is now available on Google Pay in the UK. Google Pay users in the U.K. can choose Klarna's interest-free payment options at checkout. Raji Behal, Head of Western and Southern Europe, UK & Ireland at Klarna, said, "We're really excited to bring Klarna's fair, flexible and interest-free payment options to Google Pay users. This is a big moment for us and a major step towards our goal of being available at. ...

Core Insights - India is hosting one of the largest AI summits, aiming to position itself favorably in the global AI race led by Prime Minister Narendra Modi [1] - The summit features prominent figures from the tech industry, including Sundar Pichai and Sam Altman, with keynotes from global leaders [2] - India is leveraging its vast tech-savvy population and digital infrastructure to enhance its AI capabilities [3][4] Industry Developments - India ranks third globally in AI competitiveness, following the US and China, attracting interest from global tech firms like OpenAI and Anthropic [6] - Major companies such as Google and Meta are expanding their data centers in India, recognizing it as a rapidly growing market for AI models [7] - Local initiatives like BharatGen are developing large AI models tailored for Indian languages, aiming to make AI affordable and accessible [9][11] Research and Innovation - The summit will showcase new AI models, including Param2, which supports 22 Indian languages, highlighting India's focus on localizing AI technology [9] - There is a push to strengthen India's research ecosystem to avoid being merely a testing ground for foreign algorithms [8] - The emphasis on affordability in AI solutions is seen as a potential game changer for sectors like governance, education, and healthcare [11]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：张忆东策略世界 2026年的春季行情，是一场关于"新质生产力"与"全球流动性边际改善"的重新共鸣。近期行情调整颠簸 恰似"倒车接人"，重点布局"十五五规划"的重点领域与具备全球竞争力的中国优势资产。 一、 AI行情：去伪存真而非Game Over，回调只是重定价 核心逻辑：不要被短期的波动蒙蔽了双眼，AI科技革命仍处于"基础设施建设期"，美联储降息周期还将 延续，类似1997-98的互联网浪潮而非1999-2000年。 当前的回调是市场对"大力出奇迹、扩大资本开支以增效"旧叙事的纠偏，及对"Agent颠覆性"新叙事的 适应，叠加美联储人事提名引发的风险偏好变化。我们判断这更像拥挤交易后的仓位与估值消化，而非 产业趋势逆转；只要算力投入持续转化为产品迭代与真实需求，回调就不是AI熄火，而是"去伪存真"后 的再定价、再出发。 1． 资本开支的"豪赌"昭示AI浪潮的巨大惯性：2026年美股六大科技巨头资本支出预计高达 6500亿美元 （高基数下同比再激增55%），中国四大互联网巨头资本开支增速将达 77%。 2． 从"对话玩具"到"生产 ...

Core Viewpoint - A global shortage of memory chips is emerging, significantly impacting profits, corporate strategies, and prices across various sectors, including consumer electronics and automotive industries. This situation is expected to worsen as demand from AI data centers escalates [1][2]. Group 1: Industry Impact - Major corporations like Tesla and Apple have indicated that the shortage of DRAM will limit production capabilities, with Apple warning of compressed iPhone margins [2][8]. - The demand for memory chips is being driven primarily by AI data centers, with companies like Alphabet and OpenAI consuming a large share of production to support their applications [4][17]. - The price of DRAM has surged dramatically, with one type increasing by 75% from December to January, leading to daily price adjustments by retailers [5][12]. Group 2: Corporate Responses - Companies are adapting to the crisis; for instance, Tesla is considering building its own memory fabrication plant to mitigate supply issues [2][3]. - Sony is contemplating delaying the launch of its next PlayStation console to 2028 or 2029 due to the memory shortage, which disrupts its strategic planning [9]. - Chinese smartphone manufacturers are reducing shipment targets, with Oppo cutting its forecast by up to 20% for 2026 [10]. Group 3: Future Projections - Analysts predict that memory chip prices will continue to rise, with Bernstein's Mark Li stating that prices are going "parabolic," benefiting manufacturers like Samsung and Micron while hurting the broader electronics sector [7][22]. - The demand for high-bandwidth memory (HBM) is expected to increase by 70% year-over-year in 2026, further straining the supply of standard DRAM [19][21]. - The current supply-demand imbalance is projected to persist throughout the year, with significant implications for various industries, including automotive and telecommunications [22][23]. Group 4: Economic Implications - The rising costs of memory chips could lead to DRAM accounting for up to 30% of the bill of materials for low-end smartphones, tripling from 10% in early 2025 [25]. - Companies across the electronics sector are warning consumers to prepare for higher prices, particularly ahead of key midterm elections in the US, where inflation may become a critical issue [25][26].

Group 1 - NVIDIA Corporation remains the largest position for billionaire Christopher Rokos, while Alphabet Inc. ranks second with a 4.16% portfolio share, equivalent to $969.18 million [1] - Alphabet Inc. sold $20 billion in a seven-part senior unsecured offering, indicating a shift in balance-sheet strategy driven by AI-related capital intensity [2] - The issuance aligns with a broader trend where hyperscalers are increasing borrowing to finance processors and data centers, with the five largest hyperscalers having issued $121 billion in bonds last year and expected to spend about $500 billion on AI infrastructure in 2026 [3] Group 2 - Following a guidance announcement, Alphabet's capital expenditures are projected to nearly double from $91.45 billion in 2025 to between $175.00 billion and $185.00 billion in 2026, as the company scales its AI and cloud workloads [4] - Alphabet operates various segments including Google Services, Google Cloud, and Other Bets, generating revenue from digital advertising, cloud infrastructure, AI-powered enterprise services, and emerging technologies [5]

While NVIDIA Corporation (NASDAQ:NVDA) remains the billionaire’s largest position, Alphabet Inc. (NASDAQ:GOOGL) ranks 2nd on the list of Christopher Rokos’ top holdings with a 4.16% portfolio share ($969.18 million). We recently published a list of youngest hedge fund billionaires and their top stock picks. As reported by Reuters on February 9, 2026, Alphabet Inc. (NASDAQ:GOOGL) sold $20 billion in a seven-part senior unsecured offering, according to IFR data, tapping the U.S. high-grade bond market. Thi ...

Corporate Earnings - Treasury Wine Estates (TWE) reported a statutory net loss of AUD 649.4 million for the first half of fiscal 2026, primarily due to a non-cash writedown of its U.S. business and a settlement with a major distributor, but achieved an adjusted net income of AUD 128.5 million on revenue of AUD 1,297.7 million, with management optimistic about the second half of the year [2][8] - JB Hi-Fi Ltd (JBH) demonstrated resilience in the retail sector, reporting a net income of AUD 305.8 million on total sales of AUD 6,085.3 million, and declared an interim dividend of 210 AU cents per share [3][8] - Bendigo and Adelaide Bank Ltd (BEN) outperformed analyst expectations with an adjusted net income of AUD 256.4 million and revenue of AUD 1,021.1 million, supported by a net interest margin of 1.9% and a CET1 capital ratio of 11.4%, declaring a 30 AU cent interim dividend [4][8] Global Markets - Alphabet Inc. (GOOGL) successfully closed a $20 billion bond offering to fund its expansion into generative AI, including a landmark £1 billion "century bond" maturing in 2126, indicating long-term investor confidence [5][8] - Chinese authorities are tightening regulations on influencer marketing to mitigate speculative behavior in the stock market, with new rules prohibiting unlicensed financial advice and leading to the suspension of accounts spreading misinformation [6][8]

Company Insights - Walmart is expected to report fiscal Q4 EPS of $0.73 on revenue of $188.54 billion, with same-store sales forecasted to rise about 4.2% [3] - Walmart has recently joined the $1 trillion market-cap club, indicating strong market performance [3] - Grassroots Trading rates Walmart as a Strong Sell, citing extreme valuation and limited margin of safety if multiples revert [4] Economic Indicators - Economists anticipate Q4 GDP growth to be around 2.8%, with Wells Fargo suggesting it could be closer to 1.6% when accounting for the impact of a government shutdown [5][6] - The core PCE price index, which is the Fed's preferred inflation gauge, is forecasted to increase to 3% year over year [7] Market Events - The Supreme Court is expected to rule on President Trump's tariffs soon, with prediction markets indicating a 27% chance of ruling in favor of the tariffs [8][9] - Nvidia's CEO will not attend the India AI Impact Summit due to unforeseen circumstances, but the company remains committed to the event [9][10] Dividend Information - Chevron, ConocoPhillips, Hasbro, and Microsoft are set to go ex-dividend this week, with payout dates in March [10][11] Research Developments - Goldman Sachs has launched a software pair-trade basket, going long on companies perceived as insulated from AI disruption and short on those seen as vulnerable [11][12][13]

Core Insights - Amazon and Alphabet announced significant increases in their AI-related capital expenditures for 2026, with Alphabet planning to spend between $175 billion and $185 billion, while Amazon aims for approximately $200 billion [1][2]. Group 1: Investment Plans - Both companies are heavily investing to meet the rising demand for computing power from AI developers, including their own projects [2]. - The substantial capital expenditures will likely lead to a decline in free cash flow for both companies, potentially approaching $0 or becoming negative in 2026 [4]. Group 2: Financial Health - Alphabet may avoid negative free cash flow in 2026, having generated $165 billion in operating cash flow in 2025, with growth expected as its cloud business scales [5]. - Alphabet ended the year with $127 billion in cash equivalents and marketable securities, but plans to raise $32 billion in debt for data center expansion, adding to its existing long-term debt of $36 billion [6]. - Amazon is expected to experience negative free cash flow, with its operating cash flow of $140 billion not growing as rapidly as Alphabet's, making it unlikely to achieve the necessary growth to cover its $200 billion capital expenditures [7].

Key TakeawaysUS military forces boarded a sanctioned oil tanker in the Indian Ocean, marking a significant escalation in President Donald Trump’s energy blockade against illicit oil shipments.California gasoline prices are projected to hit $8.00 per gallon by late 2026 as the state resorts to shipping fuel via the Bahamas to bypass the Jones Act and compensate for shrinking refinery capacity.Hungarian opposition leader Peter Magyar has entered the final stretch of his campaign for the April 12 election, wit ...