Deerra Bosa has more in today's tech check. Dearra, >> hey Kelly. So the early shift in earning season is how the market is pricing AI.It's become Googleesque, meaning that investors are rewarding companies that really own the full stack of AI. So through that lens, uh Meta spending it does look bullish. It's expensive, yes, but it's also internal.Meta controls the models, the infrastructure, the distribution. So that is the control the full control that the market is rewarding these days. Microsoft by cont ...

Key Takeaways Singapore offers stability and growth, making it a strong Asia allocation choice.STI rose 22% in 2025, up 5.7% this year, highlighting strong momentum.ETFs like EWS and ASEA give investors exposure to Singapore.A persistently fragile and unstable geopolitical landscape, marked by recurring trade tensions due to an unpredictable U.S. tariff policy and rising military and geopolitical flashpoints, has increased uncertainty around U.S. markets and pushed investors to seek broader global diversifi ...

Group 1 - US stocks opened lower on Friday, primarily due to struggling technology shares [1] - Investors showed comfort with President Donald Trump's nomination of Kevin Warsh as the next chair of the Federal Reserve [1]

Group 1 - Forbes China and the Globalization Business Research Institute announced the final results of the "2025 Forbes China New Era Disruptive Founders Selection," with Song Ke, founder and CEO of Quwan Technology, recognized alongside notable entrepreneurs like Lei Jun of Xiaomi and Liang Wenfeng of DeepSeek [1][3] - The selection criteria included five dimensions: business achievements, industry contributions, disruptive power, innovation, and social responsibility, aimed at identifying founders who drive industry transformation through breakthrough thinking in technology and business [3] - In the context of the intensifying global AI competition in 2025, Chinese tech companies face critical strategic choices, such as whether to invest in general large models or build irreplaceable ecological barriers in vertical fields [3] Group 2 - Quwan Technology, under Song Ke's leadership, proposes a unique approach by deeply integrating esports, social interaction, and AI technology to construct a complete AI ecosystem from models to applications and hardware within the "interest economy" vertical track [3] - Song Ke emphasized that the core of their AI strategy is to enhance human emotional expression and creativity, maintaining a user-centric approach as the key to Quwan Technology's sustained growth across cycles [3]

The succession crisis bedeviling smaller Japanese companies has become a growth engine for Next Generation Technology, turning it into the country’s best-performing initial public offering last year.https://t.co/5wldAhwfNK ...

Core Insights - Ethos Technologies (LIFE) shares experienced a significant decline of 15% on their first trading day, indicating a weak market response despite challenging market conditions [1]. Group 1: Company Performance - The initial trading performance of Ethos Technologies was notably poor, with shares dropping 15% [1]. Group 2: Market Context - The decline in Ethos Technologies' share price occurred in a tough market environment, suggesting external factors may be influencing investor sentiment [1].

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The global economy is expected to expand at a reasonable pace in 2026, supported by easing monetary policy, fiscal stimulus, and the ongoing AI boom, although the backdrop remains fragile and volatile due to heightened uncertainty and geopolitical risks [14][20][35]. Section Summaries Section 1: Prospects for the Global Economy in 2026 - The global economy is projected to grow at just over 3% in 2026, with the World Bank forecasting 3.1% and the IMF 3.3% [35][41]. - The US economy is expected to be the strongest performer among major advanced economies, with growth supported by fiscal stimulus and the AI boom, while growth in the UK and euro area is likely to remain sluggish [15][55]. - China is expected to moderate its growth to 4.4%, while India is projected to remain the fastest-growing major economy at 6.5% [19][69]. Section 2: Interview with Former IMF Chief Economist Ken Rogoff - Ken Rogoff describes the global economy as solid but cautions about significant uncertainty not reflected in financial markets, predicting a potential stock market fall in the next three years [20][81]. - He highlights the risks associated with President Trump's policies, particularly regarding trade and immigration, which may have long-term negative consequences for the US economy [84]. Section 3: Key Events in 2026 - Key political events include the US mid-term elections in November, which could impact President Trump's policy maneuverability [21][99]. - Developments in Europe, particularly regarding right-wing populist parties, will also be closely monitored, alongside significant elections in Japan and Brazil [102][107]. Section 4: Three Key Trends to Watch in 2026 - The report identifies three key trends: developments in AI, advanced economy bond markets, and global trade [22]. - The impact of AI on productivity and market sentiment will be crucial, as will the potential for rising government bond yields to negatively affect financial markets [22]. Section 5: Perspectives from Business Leaders - Business leaders express concerns about economic uncertainty and the need for resilience and adaptability in their respective regions [23]. - Wu Chen emphasizes a two-speed global economy, while Mike Fowler highlights the lack of a pro-business agenda in the UK [23]. Ebrima Sawaneh focuses on the importance of decarbonization and digital reliability for African economies [23].

We basically determined that Google's AI technology would provide the most capable foundation for Apple foundation models and we believe that we can unlock a lot of experiences and and innovate in a key way uh due to the collaboration. We'll continue to run on the device and run in private cloud compute and maintain our our industry-leading privacy standards in doing so. In terms of the arrangement with Google, we're not releasing the the details of. ...

SpaceX and XAI may be merging. It’s crazy how Elon Musk’s companies are converging https://t.co/M4Dqf1TUKkTesla Owners Silicon Valley (@teslaownersSV):BREAKING: SpaceX in merger talks with xAI https://t.co/OZzBeLHi1b ...

IBM is poised to borrow nearly $7.5 billion in the corporate bond market, kicking off what is expected to be a flood of borrowing from the tech sector in 2026. Bloomberg's Ronan Martin and Robert Schiffman from Bloomberg Intelligence discuss the story on "Bloomberg Markets" with Scarlet Fu. ...