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Temasek International CIO Rohit Sipahimalani discusses investment opportunities and warns that a surge in US capital spending could create risks for markets in a wide-ranging interview...
Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, expects Federal Reserve’s Kevin Warsh to adopt a more neutral tone in...
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Diameter Capital Co-Founder &...
Following a recent ceasefire that has boosted market morale, tech stocks have experienced a notable rebound. Brook Dane … source
It’s been a bruising week for tech with a $1 trillion software selloff and sharp falls in big tech despite solid revenue growth. Huge capex spending...
SAP shares see their biggest intraday drop since Covid. Germany’s biggest company failed to convince that it would be able to clear its growing cloud backdrop....
Tech companies are investing hundreds of billions of dollars in infrastructure to expand artificial intelligence, with spending … source
Gautam Adani’s conglomerate is said to be halving its revenue growth target and planning to hold off on fresh capital expenditure. source
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