CF40 Forum: China AI Supply Chain in ‘Marathon’ First Half, K-Shaped Rally Masks Bubble in Long Tail
Technology

CF40 Forum: China AI Supply Chain in ‘Marathon’ First Half, K-Shaped Rally Masks Bubble in Long Tail

While Anthropic’s annual recurring revenue rockets toward $1.2 trillion and US AI capex tops $800 billion, a CF40 forum ...

Eitan Shapiro 👁 47 💬 0
Adyen, Robinhood, Wirecard: What Fintech's Hype and Hazards Mean for Investors
Technology

Adyen, Robinhood, Wirecard: What Fintech's Hype and Hazards Mean for Investors

Fintech firms have reshaped finance, but high valuations, competitive complexity, and the Wirecard scandal underscore ri...

Eitan Shapiro 👁 52 💬 0
Bargain Ratings Fuel Wave of UK Take-Private Deals, Shrinking London Market
Markets

Bargain Ratings Fuel Wave of UK Take-Private Deals, Shrinking London Market

Low valuations and persistent domestic outflows are driving a surge in acquisitions of UK-listed companies, with Mitie a...

Yael Ben-David 👁 42 💬 0
Neuralink's Private-Market Valuation Surges to $42 Billion as Musk Demand Intensifies
Companies

Neuralink's Private-Market Valuation Surges to $42 Billion as Musk Demand Intensifies

Secondary transactions in Elon Musk's brain-chip startup have reached as high as $42 billion, nearly five times its last...

Declan Byrne 👁 48 💬 0