This edition of International People Moves details appointments at the re/insurance brokers Miller and Aon in the UK.A summary of these new hires follows here. Miller Taps Menn From Intact/RSA as Head of FranceMiller, the London-based independent specialist re/insurance broker, announced the appointment of Rodolphe Menn as head of France, further strengthening the firm’s presence in the country.With over 25 years of industry experience, Menn brings strategic experience and proven leadership expertise to the ...

交易概述 - 由贝莱德 其全球基础设施合作伙伴 英伟达和微软组成的财团同意以400亿美元估值收购AI数据中心基础设施公司Aligned Data Centers [2] - Aligned Data Centers是全球最大且增长最快的数据中心公司之一 [2][4] - 此次收购旨在为下一代云和AI基础设施的扩张提供动力 [2] 战略意义 - 这笔巨额交易被视为对AI需求预期的又一强烈信号 英伟达 微软和贝莱德正对AI驱动的增长进行重大押注 [2] - 对AI芯片领导者英伟达而言 这是其一系列高调协议和合作中的最新一项 [1][3] - 对贝莱德而言 是其基础设施交易的一部分 该公司一直将能源供应商视为参与AI热潮的另一途径 [3] - 贝莱德首席执行官表示 此次收购进一步推进了其提供为AI未来赋能的基础设施的目标 [3] 市场反应 - 消息公布后 英伟达和微软股价在近期交易中上涨不到1% [3] - 贝莱德股价基本持平 [3]

Semiconductor design company Arm is partnering up with Meta to enhance the social media giant’s AI systems amid an unprecedented infrastructure buildout. Under the partnership, Meta’s ranking and recommendation systems will move to Arm’s Neoverse platform, which was recently optimized for AI systems in the cloud, among other implementations.“AI is transforming how people connect and create,” Santosh Janardhan, Meta’s head of infrastructure, said in a statement. “Partnering with Arm enables us to efficiently ...

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Intel Corporation (NASDAQ:INTC) is one of the AI Stocks in Focus on Wall Street. On October 13, Bank of America downgraded the stock to “Underperform” from Neutral. It believes that the stock has run too far, too fast. “We downgrade INTC to Underperform from Neutral while maintaining ests. and $34 PO.” According to the firm, the $80B rise in Intel’s market cap already fully reflects its improved balance sheet and potential growth from (external) foundry. However, Intel is yet to face several challenges ...

Laird Superfood Inc. (NYSE:LSF) is strategically pivoting from its identity as a strictly vegan brand to embrace dairy and animal-based products, a move CEO Jason Vieth says will open the company to 90% of the consumer market.Check out LSF’s stock price here.LSF Pivots From Niche Vegan Brand To Mainstream CompetitorIn a recent interview for Marketopolis by Benzinga, Vieth described the expansion as a “natural transition,” aligning the company's portfolio with the omnivorous diet of its founders, elite athle ...

A 3x leveraged product tied to AMD just went to zero. And investors who bet against the chipmaker have been completely wiped out. The fund, which is designed to deliver triple the inverse of AMD’s daily return, imploded after the stock surged following the announcement of its deal with OpenAI. It’s a textbook example of the risks that investors often unknowingly take when betting on leveraged and inverse ETFs. They can magnify downside risk, decay in value over time and ultimately self-destruct if the ma ...

Meta Platforms said on Wednesday it would invest $1.5 billion in a data center in Texas, breaking ground at its 29th such facility globally, as the social media giant expands infrastructure to support... ...

投资评级与目标价 - Melius研究机构首次覆盖公司股票 给予“买入”评级 目标价为520美元[1] 核心投资逻辑 - 公司被视为“必须持有”的资产 因其有望从人工智能颠覆多个行业中获益 首先体现在汽车行业[1] - 公司管理算力的能力以及技术专长与制造能力的结合 目前是竞争对手无法匹敌的[2] - 公司与“马斯克生态系统”（包括xAI）的联系 使其能够以极快速度交付新数据中心[4] - 公司的制造战略支持快速迭代和垂直整合[4] 人工智能应用前景 - 公司快速改进和扩展自动驾驶技术的能力 被认为是“AI在物理世界的首次重要体现” 预计将引发重大变革[4] - 公司是一家汽车和清洁能源公司 在其自动驾驶技术和机器人计划中利用了先进的人工智能[5]

Nvidia (NVDA) stock rose Wednesday after the artificial-intelligence chip leader garnered additional business from British data center operator Nscale. TRUMP MARKET MOVES: Will These Be Next U.S. Equity Stakes? Nscale announced that it will provide about 200,000 Nvidia AI processors for Microsoft (MSFT) in Europe and the U.S. Dell Technologies (DELL) is collaborating on the project. The deal is an expansion of Nscale's previous AI infrastructure contract with Microsoft. In its largest project, Nscale will ...