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18.07.26 - 00:24
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′Front-running patterns seen in PMS by Sebi′s AI tools′ (Times of India)
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Sebi is extensively deploying artificial intelligence tools for market surveillance. These advanced capabilities are generating actionable alerts for regulators. Patterns from these alerts suggest front-running is occurring within the PMS industry. The regulator is adopting a supportive approach for compliance and resolution. This initiative aims to foster greater awareness and deter negative investor perceptions....
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17.07.26 - 21:45
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HSBC Upgrades Apple To Buy, Sees "AI Boost" Sparking Device-Upgrade Cycle (ZeroHedge)
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HSBC Upgrades Apple To Buy, Sees "AI Boost" Sparking Device-Upgrade Cycle
Days after KeyBanc analysts Brandon Nispel and John Vinh downgraded Apple over concerns that soaring memory chip costs and rising iPad, Mac, and iPhone prices could spark a growth slowdown, HSBC analysts took the opposite view, upgrading the stock to a "Buy" rating to end the week.
HSBC analyst Nicolas Cote-Colisson upgraded Apple to "Buy" from "Hold" on Friday morning and raised his price target to $366 from $260, telling clients that an "AI boost comes at the right moment" and could unleash a major device-upgrade cycle.
Cote-Colisson explained:
A new cycle ahead.
Thus far, we had retained a cautious approach on Apple with a Hold rating.
We had preferred other segments of the AI value chain, more prompt to exploit the bottlenecks created by the high demand in computing power, including hyperscalers or memory makers.
We think Apple is now at an operational turning point: ...
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17.07.26 - 21:45
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Meta Eyes $10 Billion Deal To Lease AI Computing Power To Anthropic (ZeroHedge)
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Meta Eyes $10 Billion Deal To Lease AI Computing Power To Anthropic
Meta is standing up a cloud business to sell excess computing capacity from its massive data-center buildout, as we detailed earlier this month. The new business line would put Meta in direct competition with industry leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud.
Meta is in talks to rent computing power from its AI data centers to Anthropic in a deal that could be worth as much as USD 10bln over two years: NYT
Now "excess power"
— zerohedge (@zerohedge) July 17, 2026
The New York Times reported that Meta is considering selling excess computing capacity to Anthropic in a deal that could be worth up to $10 billion over the next two years.
Here's more color from NYT:
Meta is in talks to rent computing power from its artificial intelligence data centers to Anthropic in a deal that could be worth as much as $10 billion over two years, three people with knowledge of the discussions said, a pot...
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