Group 1: Company Overview - Bristol-Myers Squibb Company (NYSE:BMY) is a global biopharmaceutical leader specializing in oncology, immunology, cardiovascular, hematology, and neuroscience therapies, with notable drugs such as Eliquis and Opdivo [1] - The company has launched a new independent biotech focused on autoimmune disease therapies, funded with $300 million, retaining a 20% stake [2] Group 2: Recent Developments - BMY is advancing immunotherapy for lung cancer, with a Phase II trial showing a 76% tumor reduction rate for BNT327/pumitamig, now in Phase III trials supported by a collaboration valued at up to $11.1 billion [3] - A clinical trial for Iza-bren, an investigational breast cancer therapy, was launched in July 2025, targeting patients unsuitable for conventional immunotherapies [4] Group 3: Financial Performance - In Q2 2025, Eliquis sales rose 8% to $3.7 billion, while Opdivo revenue grew 7% to $2.6 billion, indicating strong revenue from established products alongside an expanding pipeline [5]

Core Insights - Mogo Inc. has appointed Joanna Floyd to its Board of Directors, enhancing its leadership team with her extensive experience in global financial services [1] Company Overview - Joanna Floyd has a strong background in organizational leadership and talent management, having previously worked at Bain Capital and Lehman Brothers [1] - She began her career in mergers and acquisitions at Deutsche Bank, indicating a solid foundation in financial operations [1] - Currently, she serves as Partner and COO of Th, further showcasing her leadership capabilities [1]

Core Insights - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet on society [1] - The article emphasizes the importance of learning from legendary investors like Warren Buffett and Ray Dalio to navigate this unprecedented technological revolution [1] Market Performance - AGIX outperformed major US indices with a weekly return of 3.15%, year-to-date return of 25.69%, and a return of 69.95% since 2024 [2] - In comparison, the S&P 500 and QQQ had returns of 1.37% and 1.35% respectively for the week [2] Sector Performance - The performance of various sectors for the week was as follows: - Semi & hardware: 0.93% with a weight of 23% - Infrastructure: 2.23% with a weight of 45% - Application: -0.01% with a weight of 32% [3] AI Developments - Nebius Group signed a $17.4 billion agreement with Microsoft to provide GPU infrastructure over five years, highlighting the surge in demand for high-performance AI computing [14][15] - Microsoft is diversifying its AI capabilities by incorporating Anthropic technology into Office 365, indicating a shift from reliance on OpenAI [15] - Nvidia launched the Rubin CPX GPU, designed for large-scale AI applications, which is expected to significantly enhance performance [17] Financial Insights - Adobe raised its revenue guidance, expecting quarterly revenue between $6.08 billion and $6.13 billion, driven by AI product contributions [18] - Micron Technology's stock price increased after Citi raised its target price to $175, reflecting positive market sentiment and expectations for strong performance in the upcoming quarters [19] ETF Insights - ETFs receive dividends from the stocks they hold, which are then distributed to ETF holders after deducting relevant fees [20] - The process of dividend distribution involves several steps, including the payment of dividends by the underlying companies and the aggregation of these dividends by the ETF management [21]

AI Boom Fuels $5.6 Billion Data Center Bain Capital, Vantage Deals Across China And Malaysiahttps://t.co/MvCXov8boP https://t.co/EJ1DSu2tP8 ...

Core Viewpoint - Bain Capital has agreed to sell its Chinese data centre business, WinTriX DC Group, in a transaction valued at $4 billion, marking the largest M&A deal in China's data centre industry history [1][2]. Group 1: Transaction Details - The acquisition will be led by a consortium headed by Shenzhen Dongyangguang Industry (HEC), which includes institutional investors such as insurance companies and local government funds [2]. - The deal is expected to conclude in the first quarter of next year, pending regulatory approval [5]. Group 2: Company Background - WinTriX DC Group's China operations, known as Chindata, have become a significant hyperscale data centre platform since 2018, playing a crucial role in China's digital transformation [3]. - Chindata is recognized as one of China's leading digital infrastructure platforms, boasting unmatched scale and technical capabilities [4]. Group 3: Financial Insights - ByteDance is the largest customer of WinTriX, accounting for 86% of its revenue in 2022, as reported by Fitch Ratings [5].

Company Overview - Waystar was formed in 2017 through the merger of two revenue cycle technology businesses, one of which was backed by Sequoia Capital, called ZirMed [2]. Leadership Background - The CEO of Waystar, Matt Hawkins, has extensive experience in software and private equity, having worked with firms like Vista Equity Partners and Bain Capital [2].

Core Insights - Lincoln Financial has launched a new private market fund called the Lincoln Bain Capital Total Credit Fund in partnership with Bain Capital [1] - The fund is designed to provide a globally diversified portfolio of private credit investments, targeting loans to mid-sized private companies and asset-based financing [1] Company Overview - Lincoln Financial is a prominent provider of insurance, annuities, group benefits, and retirement solutions [1] - The collaboration with Bain Capital highlights Lincoln Financial's strategy to expand its investment offerings in the private credit market [1] Fund Details - The Lincoln Bain Capital Total Credit Fund is characterized as an evergreen fund, indicating it will have a continuous investment strategy [1] - The fund aims to cater to a diverse range of private credit investments, enhancing Lincoln Financial's portfolio [1]

Bain Capital agreed to sell its data centers in China to Shenzhen Dongyangguang Industry in a transaction valued at about $4 billion https://t.co/lg8y4HC8rJ ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on September 9, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Bain Capital GSS Investment Corp. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incorporation or Organization) Cayman Islands 6770 98-1853296 (Primary Standard Industrial Classification Code Number) (I.R.S. Employe ...

Shares of Canada Goose Holdings are surging almost 13% in early trading Wednesday following a report that controlling shareholder Bain Capital has received takeover bids valuing the maker of high-end winter jackets at around $1.35 billion. https://t.co/2cuNWOfEua ...