The funding needs of the top five U.S. technology firms could reach almost $100 billion in 2026, Meghan Graper, global head of debt capital markets at Barclays, said on Wednesday at a Reuters NEXT pan... ...

Uh let me start with a quick introduction. I am Anuba Rajput. Uh I take care of technology for PNB housing finance.I've been a technologist all my life and I'm going to talk about my experiences and the future of technology. Uh so that all of us in this room can actually get a glimpse of what is going to come and hit us in the future. It will be inspiring to understand how technology is shaping the world today.I'm quite sure a lot of you follow technology passionately more as a profession, more as a hobby, ...

So who's a top player in a video game. It’s me. Amazing.I’m not like top top, but top 1000. Quit your day job. So I never thought I'd be talking about this on camera at work.(Laughs) I'm Christina Mallon. I lead inclusive design at Microsoft. Hi, my name is Will.I work on agentic experiences as a designer. I'm Sabrina. I'm a business program manager on the ideas team.So, are you guys ready to play “Whose story is it. ” Yes. Yeah.I designed a water bottle. I feel like this is Sabrina. No.So Christina then. Y ...

Partnerships & Strategic Moves - Thrive 与 Open AI 建立深度合作关系，Thrive 将获得 Open AI 最新模型的访问权限，形成巨大优势 [1] - Nvidia 收购 Synopsis 20 亿美元股份，建立多年合作伙伴关系，加速计算密集型工程和 Agentic AI 的发展 [3] Valuation & Fundraising - Data bricks 估值 1340 亿美元，据报道以 32 倍 2025 年收入倍数融资 50 亿美元，同比增长 55% [2] Industry Trends & Challenges - Workday 认为基于席位的定价模式现在是一种生存威胁 [2] - 由于 AI 效率的提高，惠普将再次裁员 10% [3] - 安全混乱迫使 Salesforce 关闭游戏网站，Open AI 放弃 Mix Panel [3] - Nvidia 的交易标志着从 CPU 到 GPU 加速一切的转变 [3] - Synopsis 表示，过去需要数周的工作负载现在只需数小时 [4]

Core Insights - The article highlights the ongoing breakthroughs in foundational research and underlying innovation in the United States, while China leads globally in application scenarios, supply chains, and commercialization [1][2] - It emphasizes the ability to rapidly transform an AI model into multiple products, noting that the initial "spark" of innovation often does not originate in China [1][2] - A senior AI expert's perspective is shared, indicating that company selection is based on values rather than work hours or salary, underscoring a commitment to technology and exploration of the future [1][2] Industry Analysis - The competitive landscape shows a clear division where the U.S. excels in foundational research and innovation, while China is more advanced in practical applications and commercialization [1][2] - The article suggests that the talent pool, particularly in Silicon Valley, remains strong with Chinese engineers at the forefront of AI development [1][2] - The focus on values and a deep commitment to technology among professionals indicates a shift in what drives talent attraction and retention in the tech industry [1][2]

Meta Platforms Inc. is down 14% since the S&P 500’s Oct. 28 peak. The S&P 500 is back within spitting distance of an all-time high, and this time Big Tech isn’t leading the rebound. Eli Lilly & Co, Cardinal Health Inc. and Biogen Inc. are among the top 10 performers in the S&P 500 since Oct. 28, the last time the index closed at a record. In contrast, the S&P 500 Information Technology index is down 4.2% since then, with bigger losses coming from Magnificent Seven stocks like Nvidia Corp. and Microsoft C ...

Nike Leadership Restructuring - Nike is implementing a senior leadership reshuffle as part of a turnaround plan aimed at streamlining management and enhancing alignment with consumer needs [2][3] - A new Chief Operating Officer role has been created, with Venkatesh Alagirisamy set to oversee Technology along with supply chain and operations starting December 8 [3] - The restructuring includes the elimination of the Chief Technology Officer position, leading to the departure of Dr. Muge Dogan [3] Geographic Leadership Changes - Heads of Nike's four major geographies will now report directly to CEO Elliott Hill, joining the senior leadership team [4] - The role of Executive Vice President and Chief Commercial Officer, held by Craig Williams, has been eliminated [4] - Global Sales and Nike Direct will now report to CFO Matt Friend, enhancing the connection between marketplace strategy and company investments [4] Industry Developments - Comcast is pursuing a merger of its NBCUniversal division with Warner Bros, aiming to create a larger entertainment entity [5][6] - The proposed merger would allow WBD shareholders to receive a mix of cash and stock, with CEO David Zaslav retaining a management role [5] - Netflix is advocating for a bundled subscription with HBO Max, suggesting it could be cheaper for consumers than individual subscriptions [6][7] Regulatory and User Policy Changes - YouTube will enforce a ban on users under 16 in Australia starting December 10, resulting in automatic sign-outs for affected accounts [7][8] - Users under 16 will lose access to features such as likes, subscriptions, and private playlists, impacting their visibility and engagement on the platform [9] - Australia's eSafety regulator reports that YouTube has 325,000 users aged 13 to 15, trailing behind Snapchat and Instagram [9]

Market Overview - U.S. stock futures rose on Wednesday following modest advances on Tuesday, with major benchmark indices showing higher futures [1] - The 10-year Treasury bond yielded 4.08%, while the two-year bond was at 3.49%, with an 87% likelihood of the Federal Reserve cutting interest rates in December [2] - Key index performances included Dow Jones up 0.21%, S&P 500 up 0.16%, Nasdaq 100 up 0.10%, and Russell 2000 up 0.37% [2] Company Performance - Marvell Technology Inc. (NASDAQ:MRVL) surged 9.83% after reporting better-than-expected third-quarter results and announcing the acquisition of Celestial AI [6] - CrowdStrike Holdings Inc. (NASDAQ:CRWD) fell 2.36% despite exceeding financial expectations for the third quarter and raising full-year guidance [6] - American Eagle Outfitters Inc. (NYSE:AEO) increased by 12.71% after reporting third-quarter revenue of $1.36 billion, surpassing analyst estimates of $1.32 billion, and adjusted earnings of 53 cents per share, beating estimates of 44 cents [6] Analyst Insights - BlackRock maintains a "pro-risk" investment stance, favoring U.S. equities as a softening labor market allows for potential Federal Reserve rate cuts [10] - The firm describes the current employment landscape as a "no hiring, no firing" situation, which could enable the Fed to pursue "risk management" cuts without reigniting inflation [10] - BlackRock believes the Fed has room to ease policy without raising concerns about inflation and debt sustainability, supporting a positive outlook for risk assets into 2026 [12]

Market Overview - U.S. stock futures rose on Wednesday following modest advances on Tuesday, with major benchmark indices showing higher futures [1] - The 10-year Treasury bond yielded 4.08%, while the two-year bond was at 3.49%, with an 87% likelihood of the Federal Reserve cutting interest rates in December [2] - Key index performances included Dow Jones up 0.21%, S&P 500 up 0.16%, Nasdaq 100 up 0.10%, and Russell 2000 up 0.37% [2] Company Performance - **Marvell Technology Inc. (NASDAQ:MRVL)** saw a significant increase of 9.83% after reporting better-than-expected third-quarter results and announcing the acquisition of Celestial AI [6] - **CrowdStrike Holdings Inc. (NASDAQ:CRWD)** dropped 2.36% despite exceeding financial expectations for the third quarter and raising its full-year guidance [6] - **American Eagle Outfitters Inc. (NYSE:AEO)** climbed 12.71% after reporting third-quarter revenue of $1.36 billion, surpassing analyst estimates of $1.32 billion, and adjusted earnings of 53 cents per share, beating estimates of 44 cents [6] - **Salesforce Inc. (NYSE:CRM)** was up 0.55% as analysts expect quarterly earnings of $2.86 per share on revenue of $10.27 billion [5] Analyst Insights - BlackRock maintains a "pro-risk" investment stance, favoring U.S. equities due to a softening labor market that may allow for further Federal Reserve rate cuts [10] - The firm describes the current employment landscape as a "no hiring, no firing" stasis, which supports the Fed's ability to pursue "risk management" cuts without reigniting inflation [10] - BlackRock believes the Fed has room to ease policy without raising concerns about inflation and debt sustainability, supporting a positive outlook for risk assets heading into 2026 [12]

Group 1 - The article does not provide any specific content related to company or industry analysis [1]