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What Would Lambda's 3 Billion Pre IPO Round Signal?
What Would Lambda's 3 Billion Pre IPO Round Signal?

Bloomberg reported that AI cloud provider Lambda is in talks to raise a $3 billion pre-IPO round. The financing would precede a potential public list…

2 months ago

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Will Earnings Test the Summer Software Rally?
Will Earnings Test the Summer Software Rally?

After a summer run-up in valuations, upcoming reports from major software firms will signal spending, pricing, and AI traction.

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2 months ago

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Will Shein's Hong Kong IPO Reprice Its Growth Ambitions?
Will Shein's Hong Kong IPO Reprice Its Growth Ambitions?

The Wall Street Journal reported that Shein plans a Hong Kong IPO targeting a $27 billion valuation, well below prior private marks of about $100 bil…

2 months ago

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Will Privacy Backlash Slow Flock's $8 Billion Rise?
Will Privacy Backlash Slow Flock's $8 Billion Rise?

Fortune reports that Flock holds an $8 billion valuation, with Andreessen Horowitz and Tiger Global among its backers. The company sells license plat…

2 months ago

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Can Nvidia And Warsh Reorder Stock Market Leadership?
Can Nvidia And Warsh Reorder Stock Market Leadership?

Markets are rotating between mega-cap growth and rate-sensitive sectors, and investors are watching Nvidia and former Federal Reserve governor Kevin …

2 months ago

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Can Money-Market Funds Keep Powering the Stock Rally?
Can Money-Market Funds Keep Powering the Stock Rally?

Money-market fund assets exceeded $6 trillion by mid 2024 as the Federal Reserve held its policy rate in a 5.25 to 5.5 percent range, keeping yields …

2 months ago

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Can Nvidia's Talks With Rebellions Reshape AI Chip Strategy?
Can Nvidia's Talks With Rebellions Reshape AI Chip Strategy?

Yahoo Finance reported that Nvidia is in talks with South Korean AI chip startup Rebellions about a potential deal, with no terms disclosed. Nvidia, …

2 months ago

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Will Drug Price Deflation Crimp Retailers' Pharmacy Margins?
Will Drug Price Deflation Crimp Retailers' Pharmacy Margins?

Axios reported that Walmart raised its outlook while saying drug price declines pressured pharmacy results. Pharmacy margins are being squeezed by re…

2 months ago

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Will OpenAI's IPO Timeline Reshape Enterprise AI Contracts?
Will OpenAI's IPO Timeline Reshape Enterprise AI Contracts?

CNBC reported that OpenAI CFO Sarah Friar told employees the company plans to be public in 2027 or sooner. The timeline signals active IPO preparatio…

2 months, 1 week ago

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Can Chip Matching Software Lower AI Compute Costs?
Can Chip Matching Software Lower AI Compute Costs?

Bloomberg reported that Callosum raised $100 million to build software that matches AI workloads to specific chips. The company targets routing and s…

2 months, 1 week ago

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