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10.11.26 - 12:30
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HSBC′s Sels Rotates Away from Semiconductors into Applications and Cloud (Bloomberg)
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On semiconductors, HSBC Private Bank's Global CIO Willem Sels says, "in terms of delays and in thinking about how different parts of the stack react to the delays, therefore do we change our positioning? And I think we do. We have done so: we are much more in the cloud and in the applications." He speaks to Bloomberg's Tom Mackenzie, Anna Edwards, and Guy Johnson on "The Opening Trade." (Source: Bloomberg)...
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09.11.26 - 17:00
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Building world-class software from Asia: Omnichat′s CEO on his US$10M raise and global ambitions (SCMP)
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[The content of this article has been produced by our advertising partner.]
Hong Kong AI customer-experience platform Omnichat has raised US$10 million in Series A funding led by Openspace Capital, with participation from Darwin Ventures and Acorn Pacific Ventures. Founder and CEO Alan Chan plans to use the capital to scale the company's Omni AI Agents platform and accelerate its expansion beyond Asia-Pacific.
The journey to this milestone, however, began long before boardroom pitches and global......
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09.11.26 - 12:54
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Semiconductor Earnings Sugar Rush Likely to Fade, Says JPMorgan′s Peters (Bloomberg)
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Grace Peters, global investment strategy co-head at JPMorgan Private Bank, calls semiconductor stocks “the epicenter of this drawdown,” but says that earnings assumptions show markets are “reasonably valued.” She says the firm doesn't have a reason to step back from investing in equities as they set a price target on the S&P of 8,600 for December 2027. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)...
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