Hints and tips:
Related Special Reports
...“We do view [corporate insider share sales] as a negative data point that investors should be aware of,” said Ben Silverman, Verity’s vice-president of research....
...By the end of September, his personal debt to the tech group topped $5bn....
...Other investors include Honda and Microsoft. But GM’s own investors have grown more cautious about Cruise in the wake of the accident....
...“The prolific growth of the data that’s becoming available to us is literally making us better-informed investors.”...
...The business is a rare recent success story in a sector battered by falling valuations and divestments from foreign investors....
...The company added it “intends to pay quarterly cash dividends in the future”, a symbolic policy shift for the tech giant, which had previously only used share buybacks to return money to investors....
...Early VC investors in Mang-entangled AI start-ups may welcome the additional muscle — and valuations — the big tech companies provide....
...As Google rolls out the first commercial version of its AI software, investors are watching for signs that the Californian company can narrow the gap with Microsoft to develop generative AI models that are...
...It took advantage of a surge in demand from investors for fast-growing technology companies when it listed three years ago, with its share price tripling in the six months after it went public....
...Big Tech companies were “stuck between investors turning increasingly to margins, profitability and capital returns, and the need to aggressively invest in cloud and AI,” said Youssef Squali from Truist...
...Tiger’s winning bets included Meta and other tech giants Microsoft, Amazon and Google. Its non-tech winners included Apollo Global, Eli Lilly, Airbus and online gambling company Flutter....
...He was previously an investor at Vine Ventures....
...For investors in the tech sector, however, these disclosures can be a treasure trove. First of all, 13Fs show how investor positions in tech stocks have changed and how private holdings are valued....
...$3.5bn raised compared to just $500mn in the same period in 2023, according to Dealogic, but the two largest deals — sportswear maker Amer Sports and healthcare group BrightSpring — both struggled to build investor...
...During his employment at Google, Ding secretly affiliated himself with two China-based tech companies, according to the indictment....
...Second, it’s increasingly hard to fault a global investor for skipping a China allocation altogether; the unquantifiable political risks are daunting. Still, US investors can’t escape China’s impact....
...VinFast’s share price has plunged since August, and the company acknowledges the window to act won’t remain open for long as investors’ patience for losses wears thin....
...I wouldn’t have pressed the submit button [on the book], if I didn’t think this was going to happen because it basically forecasts that in the next decade, a lot of these tech companies are going to announce...
...For a start, their biggest rivals, the tech platforms, are facing pressure from the US government about their practices....
...The valuation of the rest of the S&P A week or two ago, we wrote a piece implying that the Magnificent Seven tech stocks were not, as a group, in a bubble....
...ValueAct, another activist investor, has backed Disney’s board nominees. 5....
...But it took years to prove to advertisers and investors that mobile advertising would be as effective and profitable as its existing business....
...When Silver Lake alerted investors to their cash distribution last week, it said the sale of VMware was a “defining moment” for the tech investor, and called the investment the largest-ever gain in the private...
...The push into non-tech companies comes amid a recovery in Tiger’s main hedge fund, which at the half-year point of 2022 had lost about 50 per cent of its value compared to 2021....
...In August, Swedish private equity giant EQT offered to take private German software group Suse in a deal worth about €3bn after a tech sell-off and profit warning dented the shares, about half the valuation...
International Edition