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13.06.26 - 01:48
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Wall Street Week | SpaceX Goes Public, Google′s AI Bet, World Cup Price Backlash (Bloomberg)
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This week, the arrival of mega-IPOs is testing capital markets as investor appetite grows larger than supply. The federal government is making a direct investment in private technology companies, betting on quantum computing. Plus, Google is making its most radical change to search in twenty years by incorporating AI. Later, the most lucrative World Cup in history is testing how much fans are willing and able to pay for football. (Source: Bloomberg)...
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13.06.26 - 00:01
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Class V Group Founder Analyzes Unique Features of SpaceX′s Record $75B IPO (Bloomberg)
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Lise Buyer, Founder at Class V Group and one of the architects of Google's IPO, provided insights on SpaceX's recent record-breaking $75 billion IPO. She highlighted the unusual aspects of the offering, including its fixed pricing rather than a price range, and the staggered lockup release structure. She speaks to Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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12.06.26 - 21:00
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Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected (24/7 Wall St.)
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Brad Gerstner's Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm's 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened two brand-new positions that did not exist in the prior quarter: 1,715,440 shares of Arm Holdings (NASDAQ:ARM) worth roughly $259.5 million, and 148,986 ... Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected...
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12.06.26 - 18:24
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SpaceX, Anthropic, and OpenAI′s hot IPO summer (TechCrunch)
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The IPO market is back, and it's not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it's a stress test for investors, for valuations, and for […]...
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12.06.26 - 16:18
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3 Billionaires Dumped Alphabet in Q1. 2 Billionaires Bought More. The Winners Are Clear (24/7 Wall St.)
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When 13F filings for Q1 2026 hit in May, the smart-money positioning on Alphabet (NASDAQ:GOOGL) split clean down the middle. On the sell side, Stanley Druckenmiller exited his entire 385,000-share position (roughly $153 million), Brad Gerstner's Altimeter sold all 519,290 shares (roughly $162.5 million), and Bill Ackman trimmed his Class C holding from about 6.1 ... 3 Billionaires Dumped Alphabet in Q1. 2 Billionaires Bought More. The Winners Are Clear...
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12.06.26 - 16:12
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3 Nuclear Energy Stocks Powering the AI Boom in June (24/7 Wall St.)
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AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA's Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June...
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12.06.26 - 14:57
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Einstiegchance bei D-Wave, IonQ & Co? (Der Aktionaer)
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Anfang Juni hat der Quantum Computing Index des AKTIONÄR bei knapp 180 Punkten einen neuen Rekordstand markiert. Danach folgte für Pure-Player wie Rigetti, IonQ oder D-Wave sowie für auch im Index vertretene Aktien großer Tech-Riesen wie Alphabet oder Microsoft eine stärkere Korrekturphase....
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