Artificial Intelligence
Goldman Sachs initiated coverage on Hong Kong-listed Zhipu with a price target of 1,880 Hong Kong dollars while naming DeepSeek and ByteDance as its other top Chinese AI model picks, citing near-frontier performance and surging enterprise adoption.
Jay Goldberg · 24 DAYS AGO
Artificial Intelligence
Omen AI has closed a $31 million Series A to bring real-time spectrometer-based fluid monitoring to liquid-cooled data center racks, addressing bacterial contamination risks that can force multi-hour, multi-million-dollar system shutdowns.
Marc Sabatini · 37 DAYS AGO
Business & Finance
SpaceX's pending inclusion in major index funds is alarming passive investors, as the newly public company carries implied volatility nearly three times higher than the iShares bitcoin ETF and holds a $2.7 trillion market cap with no earnings.
Sara Montes de Oca · 49 DAYS AGO
Business & Finance
SpaceX's Nasdaq debut on June 12, 2026 is minting thousands of employee millionaires and igniting a fierce competition among wealth management firms to capture tens of billions of dollars in newly liquid assets.
Jay Goldberg · 54 DAYS AGO
Artificial Intelligence
Nvidia CEO Jensen Huang called Marvell Technology the "next trillion-dollar company" during a joint appearance at Computex Week in Taipei, sending Marvell shares up 32.52% — the stock's biggest single-day gain on record.
Jay Goldberg · 63 DAYS AGO
Business & Finance
Sixty percent of family offices plan their largest portfolio changes in five years, with non-U.S. wealth managers trimming dollar-denominated holdings and shifting capital to emerging markets, Europe, and other regions, according to the UBS Global Family Office Report.
Sara Montes de Oca · 69 DAYS AGO