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X @Bloomberg
Bloomberg· 2025-07-18 00:44
EXCLUSIVE: Meta hires two Apple AI experts for its superintelligence team shortly after poaching their former boss https://t.co/AqS8gzzXv3 ...
X @Bloomberg
Bloomberg· 2025-07-17 23:49
Meta hired a pair of key artificial intelligence researchers who worked at Apple, shortly after poaching their former boss from the iPhone maker https://t.co/4V0JXdJhU8 ...
X @Forbes
Forbes· 2025-07-17 16:04
Zeal Capital Partners raised $82 million for its third fund and plans to invest in 25 early-stage technology companies. Managing Partner Nasir Qadree joined The Enterprise Zone to discuss the new fund. (Photo: Damien Carter)https://t.co/96lP97km0X https://t.co/fEDkHPI1Yi ...
Elevance Health: Much Cheaper Than UNH, Yet No Drama
Seeking Alpha· 2025-07-16 18:19
Core Insights - The investment strategy focuses on acquiring strong businesses when they are undervalued, emphasizing the importance of quality and price [1] - The portfolio has evolved through various industries, including technology, banking, and emerging markets, with a current emphasis on high-quality businesses [1] - The investment philosophy is influenced by notable investors and CEOs, highlighting the significance of learning from industry leaders [1] Investment Focus - The current focus is on large technology companies with extensive user bases and content libraries, recognizing the potential for cross-selling opportunities [1] - Valuation is primarily based on EBIT and R&D levels, reflecting a belief in the potential of certain R&D investments [1] Performance Metrics - The annual return from February 2019 to October 2024 is reported at 11.4% CAGR, which is below the market's 15.18% CAGR [1] - The investor believes that the knowledge gained in recent years will enable future outperformance of the market [1] Portfolio Management Philosophy - The approach to stock recommendations is unconventional, advocating for a "Strong Buy" threshold for exceptional businesses, with everything else categorized as "Strong Sell" to free up capital [1] - A "Hold" position may be initiated for high-quality businesses if the pricing is not favorable [1]
X @TechCrunch
TechCrunch· 2025-07-15 16:05
Research leaders urge tech industry to monitor AI's 'thoughts' | TechCrunch https://t.co/vgwxWpCO3g ...
金改前沿|科创板“1+6”政策配套规则来了!资本市场支持科创再迎重磅改革
Xin Hua Cai Jing· 2025-07-13 14:33
新华财经上海7月13日电(记者杜康)为落实《中国证监会关于在科创板设置科创成长层增强制度包容 性适应性的意见》,进一步深化科创板改革,上交所13日正式发布《科创板上市公司自律监管指引第5 号——科创成长层》(以下简称《科创成长层指引》),同步发布预先审阅指引、资深专业机构投资者 指引,以及其他2项相关业务指南。 上交所发布系列重磅配套政策,直指科技创新企业的核心痛点与成长规律,对未盈利上市公司进行差异 化统一监管,提升资本市场对科技创新的适配性和支持效能。同时,强化风险导向信息披露、加强投资 者适当性管理,创新引入资深专业机构投资者制度则兼顾发展和安全,体现出监管层在支持"硬科技"与 保护投资者之间的平衡。 统计数据显示,未盈利企业登陆科创板后获得较好的发展。六年来,有54家未盈利企业成功登陆科创 板。2024年54家企业共实现营业收入1744.79亿元,其中26家企业营业收入突破10亿元。6年间54家公司 中累计22家企业上市后实现盈利,成功摘掉"未盈利"帽子。 "科创板设置科创成长层、扩大第五套标准适用范围等改革措施将进一步聚焦'硬核'科技企业,为科技 创新主体开辟了专属通道:一方面允许技术有较大突破、研 ...
X @Investopedia
Investopedia· 2025-07-13 14:00
Find out which stocks are the largest positions in Warren Buffett's portfolio. Apple is Berkshire's largest holding. Here's what he looks for when investing. https://t.co/nyAHOUE5by ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-12 22:52
Breaking: Elon Musk’s company SpaceX has agreed to invest $2 billion in his AI startup xAI, in a bid to catch up in the AI race https://t.co/iFTCz6QDpg ...