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X @Bloomberg
Bloomberg· 2025-10-02 14:46
US Treasury Secretary Scott Bessent reiterated support for Argentina’s Javier Milei on Thursday, but warned that the aid doesn’t involve outright US investment, pushing bonds between gains and losses in a roller-coaster morning session https://t.co/T1PY2misAz ...
X @Bloomberg
Bloomberg· 2025-10-02 14:35
Occidental Petroleum's $9.7 billion sale of its chemicals division is an exercise in repairing damage that helps Warren Buffett reverse a losing investment, says @liamdenning. (via @opinion) https://t.co/piyGL317cu ...
X @Market Spotter
Market Spotter· 2025-10-02 10:00
If you had $5K to invest today…👉 #BTC👉 #ETH👉 #ALTSWhat’s your move? ...
X @Forbes
Forbes· 2025-10-02 07:30
Company Overview - Grafana Labs 估值 60 亿美元 [1] - Grafana Labs 年度经常性收入 (ARR) 达到 4 亿美元 [1] Investment & Funding - Grafana Labs 通过要约收购获得高达 1.5 亿美元的新投资 [1] Client Portfolio - Grafana Labs 的客户包括 Nvidia, Anthropic 和 Uber 等知名公司 [1]
Microsoft's Cloud & AI Head on the AI Buildout's Risks and ROI — With Scott Guthrie
Alex Kantrowitz· 2025-10-01 23:04
AI Infrastructure Investment & Strategy - Microsoft is discussing the tech industry's massive AI infrastructure buildout and whether the hundreds of billions of investment are excessive [1] - Microsoft is evaluating its OpenAI investment, considering the value of scaling pre-training [1] - The discussion includes Microsoft's strategic AI infrastructure decisions and balancing AI training with infrastructure [1] Financial & Economic Considerations - The podcast addresses Silicon Valley's growing debt problem [1] - The conversation covers the consequences of debt management in the tech industry [1] - ROI (Return on Investment) on investments in AI and infrastructure is analyzed [1] - The economic impact of data centers on communities is explored [1] Technology & Competition - The longevity of the GPU (Graphics Processing Unit), custom silicon, and competition with NVIDIA are discussed [1] - The future of custom silicon in AI is examined [1] - Global competition in data center development is navigated [1]
X @Bloomberg
Bloomberg· 2025-10-01 22:10
Investment Trends - European pension funds, endowments and other large pools of long-term money are re-exploring private equity investments in China [1] - This renewed interest comes after years of shunning the world's second-largest economy [1]
X @Ash Crypto
Ash Crypto· 2025-10-01 19:11
I have $350,000 to invest right nowWhich Altcoins should i buy for Q4 ?I’m reading all the comments. https://t.co/0uM5ND7ZEW ...
X @Bloomberg
Bloomberg· 2025-10-01 15:36
Analysts at Bloomberg Intelligence have sifted through thousands of publicly traded companies to highlight a select few worthy of investors’ attention. https://t.co/OYz0tXOmhs ...
CoreWeave's stock has been red hot, but this rival may be a better investment
MarketWatch· 2025-10-01 14:55
Core Viewpoint - CoreWeave is gaining attention due to its partnership with Meta, but rival neocloud Nebius may present a more favorable growth trajectory according to analysis from a Wall Street firm [1] Company Analysis - CoreWeave's deal with Meta is highlighted as a significant achievement, positioning the company prominently in the market [1] - Nebius is suggested to have a potentially better growth path, indicating that it may be undervalued or overlooked compared to CoreWeave [1] Industry Implications - The competitive landscape in the cloud computing sector is intensifying, with companies like CoreWeave and Nebius vying for market share [1] - The analysis reflects a broader trend of investment firms reassessing growth potential among cloud service providers, which could influence future investment strategies [1]