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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
All-In Podcast· 2025-06-21 03:06
AI & Technology - Meta offered \$100 million deals to poach OpenAI's talent, but failed [1] - Meta invested \$14 billion in Scale AI, making its biggest bet on AI [1] - The report discusses the Mag 7 AI Showdown, ranking the most likely AI winners and biggest stock divergences [1] - Apple is fumbling AI and the report discusses how they can fix it [1] - China launched a new \$40 billion state fund to boost its chip industry [1] Market Trends & Economy - The report discusses the state of LA, Hollywood's decline, positivity around GDP growth, and AI productivity [1] - IPOs and M&A are heating up in 2025 [1] - The report analyzes the state of liquidity, including SPACs and Direct Listings [1] - Amazon's "kingmaker" position and potential job displacement are discussed [1] Policy & Legislation - Sacks discusses the GENIUS Act passing the Senate [1]
China’s Biggest Soy Sauce Maker Rises in Hong Kong Trading Debut
Bloomberg Television· 2025-06-19 03:25
[CC may contain inaccuracies] It's a soy sauce maker, right. 1.3% billion was the amount raised. Now, as far as this, kudos, our producers were coming up with this headline, was this Yvonne's headline.Saucy valuation coming through here. So when you look at the multiple on the stock here, so we're comparing this to you have maotai. Apples to apples.If you want to talk about condiments that it takes you into the. We have the other one coming up, please, if we can. I think at times I think we're comparing thi ...
WK Kellogg: Hard-Pressed To Start My Investment Day With This Cereal Company
Seeking Alpha· 2025-05-22 19:32
Core Insights - The article promotes a premium service called "Value in Corporate Events" that focuses on major corporate events such as earnings reports, mergers and acquisitions (M&A), and initial public offerings (IPOs) [1] Group 1 - The service aims to provide actionable investment ideas and opportunities for its members [1] - It covers approximately 10 major events each month, targeting the identification of the best investment opportunities [1] - The service is designed to assist members in capitalizing on significant corporate events and changes in capital allocation [1]