The “AI Premium” is being questioned, and capital is moving to safety. U.S. equity funds recorded net outflows of $1.42 billion for the week ending Feb 11, marking the first weekly net sales since January. The move comes as the Nasdaq Composite dropped 2.03% on Thursday, driven by renewed anxiety over AI-related corporate spending and...
The “Buy American” trade just hit a wall. According to the latest LSEG Lipper data, global investors are aggressively rotating out of expensive US mega-caps and into international value. For the week ended Feb 11, European equity funds secured a massive $17.53 billion inflow—the highest weekly figure since at least 2022—while Asian funds drew in...
European defense tech just got its newest heavyweight. Stark Defence, the German drone maker, has reportedly secured a new funding round that values the company at more than €1 billion ($1.2 billion). According to Manager Magazin, the round includes a “double-digit” million euro investment from Peter Thiel’s Founders Fund, signaling that top-tier US capital is...
The race to capture the next trillion in global wealth is heating up. Deutsche Bank Private Bank has announced an aggressive hiring initiative, planning to add up to 50 relationship managers in its emerging markets unit this year. This is part of a broader strategic goal to grow the EM front office headcount by 50%...
The gap between “Chatbot” and “Employee” just closed. Anthropic has secured a massive $30 billion funding round, more than doubling its valuation to $380 billion. Co-led by D. E. Shaw Ventures, ICONIQ, and MGX, the round underscores the market’s conviction that Anthropic’s focus on coding and agents is the winning strategy for Enterprise AI. 🚀...
Masayoshi Son has found his next “Arm Holdings.” PayPay, the SoftBank-backed Japanese payments giant, publicly filed its paperwork for a U.S. initial public offering on Thursday. Moving past a delay caused by the U.S. government shutdown, the filing sets the stage for the first major SoftBank-majority listing since the 2023 blockbuster debut of chip designer...