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Peter Lynch's Protégé Calls OpenAI's $110 Billion Funding Round 'Borderline Criminal' - Here's Why - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-02-27 19:51
George Noble, a hedge fund manager and former assistant to legendary Fidelity investor Peter Lynch, is sounding the alarm on OpenAI‘s blockbuster $110 billion fundraise — calling the deal structure “borderline criminal” and warning it “can’t end well.”Noble posted his analysis on X on Friday, shortly after OpenAI CEO Sam Altman announced the raise from Amazon.com Inc. (NASDAQ:AMZN) , Nvidia Corp. (NASDAQ:NVDA) and SoftBank Group Corp. (OTC:SFTBY) .The Numbers Behind the WarningNoble didn’t mince words on th ...
DigitalBridge (DBRG) - 2025 Q4 - Earnings Call Presentation
2026-02-25 21:00
EARNINGS PRESENTATION 4Q 2025 February 25, 2026 1 CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements relating to (i) our strategy, outlook and growth prospects, (ii) our operational and financial targets and (iii) general economic trends and trends in our industry and markets. Forward-looking statements relate to expectations, beliefs, projections, future plans and strategi ...
SoftBank Group Corp. 2026 Q3 - Results - Earnings Call Presentation (NEOE:SFTB:CA) 2026-02-12
Seeking Alpha· 2026-02-12 12:32
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Fortress Value Acquisition(FVAV) - Prospectus
2026-02-10 20:00
As filed with the U.S. Securities and Exchange Commission on February 10, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ______________________________________________________________________ Fortress Value Acquisition Corp. V (Exact name of registrant as specified in its charter) _________________________________________ ...
X @Bloomberg
Bloomberg· 2026-02-10 15:39
Rajeev Misra helped transform SoftBank Group Corp. into one of the world’s largest technology backers before his tenure ended amid souring bets and internal clashes. Now he’s once again looking to make a splash by snapping up stakes in private firms. https://t.co/qs2FYPSx1t ...
Global tech stock selloff deepens, silver plunges
Fortune· 2026-02-05 12:39
A slump in technology stocks snowballed into Asia as mounting anxiety over frothy valuations and massive artificial intelligence spending drove investors to trim exposure.MSCI’s gauge of Asian tech shares slid on Thursday for a fifth time in six sessions with Samsung Electronics Co. and SoftBank Group Corp. among the losers. South Korea’s Kospi Index  — a poster child for AI investments — led the losses, dropping 3.9%. Sentiment was further hit as Alphabet Inc., Qualcomm Inc. and Arm Holdings Plc fell in ex ...
Trillion-dollar tech wipeout ensnares all stocks in AI’s path
Fortune· 2026-02-05 12:36
There have been many AI-driven selloffs in the three years since ChatGPT burst into the mainstream. Nothing, though, quite rivals the rout rippling through stock and credit markets this week.For one, there’s the sheer speed and breadth of it. In the span of two days, hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley. Software stocks were at the epicenter, plunging so much that the value of those tracked in an iShares ETF has ...
Silver gives back two days of gains amid a broader market rotation
Business Insider· 2026-02-05 07:50
Silver Market Dynamics - Silver prices experienced a significant decline, dropping 9.2% to around $80.05 per troy ounce, with earlier losses reaching as much as 17% in a single session [1] - This decline reversed previous gains, as silver had recently hit a record high above $121 per ounce [2] - The drop in silver prices coincided with a rise in the US Dollar Index, which reached a two-week high, making dollar-denominated commodities more expensive [2][3] Volatility and Market Sentiment - Analysts indicate that silver is likely to remain highly volatile due to its smaller market size compared to gold, which can amplify price fluctuations [4] - Hedge funds had already begun reducing long positions in silver and other metals prior to the selloff, reallocating investments into energy and other commodities [4] Broader Market Trends - The overall market saw a broad selloff, affecting risk assets including tech stocks and cryptocurrencies, with notable declines in software stocks following the introduction of new AI tools [5][6] - The tech selloff is viewed as a healthy rotation by some analysts, as investors seek better opportunities outside of a tech-driven market [7] - Bitcoin also faced a downturn, trading around $71,200, down approximately 7% in the last 24 hours and about 19% over the past week [8]
Intel Shares Rally After Trump Hails the Chipmaker’s Progress
Yahoo Finance· 2026-01-09 21:26
Core Viewpoint - Intel Corp. shares experienced significant gains following President Trump's endorsement of the company's technological advancements and stock performance, particularly after a meeting with CEO Lip-Bu Tan [1][2]. Group 1: Stock Performance - Intel shares rose 11% to $45.55, marking the largest single-day increase since September 18, 2023, and the stock is up approximately 23% year-to-date [2]. - Since the announcement of the federal government's plan to acquire up to 10% of Intel, the stock has surged about 90%, with the US currently holding a roughly 5.5% stake [1]. Group 2: Company Developments - CEO Lip-Bu Tan has been proactive since taking over in March, focusing on stabilizing Intel's business and securing investments from Nvidia Corp. and SoftBank Group Corp. [3]. - Intel is set to begin shipping its first sub-2-nanometer 18A products by the end of 2025, although it still relies on Taiwan Semiconductor Manufacturing Co. for some chip fabrication [4]. Group 3: Government Investment - The US government's stake in Intel was valued at $5.7 billion when purchased in August, with potential future value contingent on developments, estimated at $27.7 billion if all shares were owned [6]. - Trump's claim of "Tens of Billions of Dollars for the American People" from the investment does not reflect the current actual gains, which are less than that [5].
SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of DigitalBridge Group, Inc. (NYSE: DBRG)
Prnewswire· 2026-01-05 19:22
Core Viewpoint - Monteverde & Associates PC is investigating the proposed sale of DigitalBridge Group, Inc. to SoftBank Group Corp., where shareholders are expected to receive $16.00 per share in cash, raising questions about the fairness of the deal [1]. Group 1: Company Overview - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has successfully recovered millions for shareholders [1]. - The firm is located in the Empire State Building, New York City, and specializes in class action securities litigation [2]. Group 2: Transaction Details - DigitalBridge shareholders are anticipated to receive $16.00 per share in cash as part of the transaction with SoftBank Group Corp. [1]. - The investigation aims to determine whether this proposed deal is fair for the shareholders of DigitalBridge [1].