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15.10.26 - 06:18
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Asia Tech Selloff Shows China as Possible Bright Spot (Bloomberg)
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A sharp selloff across Asian semiconductor and AI hardware stocks is pushing investors to look past short-term panic toward China. Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe and Bloomberg's Anthony Stephens discuss. (Source: Bloomberg)...
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14.10.26 - 20:21
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UPSIDE Foods Honored by Goldman Sachs for Entrepreneurship (PR Newswire)
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Uma Valeti, UPSIDE CEO, Among the Most Exceptional Entrepreneurs at 2026 Builders and Innovators Summit EMERYVILLE, Calif., Oct. 14, 2026 /PRNewswire/ -- Today, Goldman Sachs (NYSE:GS) is recognizing UPSIDE Foods CEO Uma Valeti, M.D., as one of the Most Exceptional Entrepreneurs of 2026......
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14.10.26 - 18:48
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Anthropic Opens Its Books To Wall Street As OpenAI′s $20 Billion "Gross-Net" Hole Hangs Over AI Trade (ZeroHedge)
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Anthropic Opens Its Books To Wall Street As OpenAI's $20 Billion "Gross-Net" Hole Hangs Over AI Trade
One number.
That is what an entire equity complex, by now worth tens of trillions across public and private markets, is waiting for today in San Francisco. As Bloomberg first reported, Anthropic invited a select group of institutional investors to its headquarters for a closed-door session with senior leadership ahead of what could be the largest IPO in history. According to CNBC, the company will use the meeting to release updated financials, and one figure matters far more than the rest: the revenue run rate.
"When word gets out about the revenue run rate, it will move the entire market," said JonesTrading's Mike O'Rourke. "The investment community wants to know whether Anthropic is going public from a position of strength or weakness."
Goldman's trading desk agrees. In this morning's "What Matters Today" (available to pro subs), Goldman's Nelson...
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