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#equitymarkets — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #equitymarkets, aggregated by home.social.

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  1. ChangXin Technology Group's Shanghai debut saw shares close 466% above issue price, raising $8.6B in China's largest semiconductor IPO. But prospectus filings show capital deployment targets conventional DRAM lines, with no dedicated high-bandwidth memory project disclosed. implicator.ai/cxmt-closes-up-4 #semiconductors #chinabusiness #equitymarkets

  2. DeepSeek takes first BIG step to move to commercialize its low cost AI offerings.

    This a cannon blast across the bow of OpenAI, Antrpoic, Google and the other guys!

    DeepSeek is finalizing its first external fundraising round of ~ US$7.4B at a valuation of ~ US$60B.

    Big question - how/when will US VCs try to get in on this action without triggering red flags in outbound investing and/or export control regulations??? scmp.com/tech/big-tech/article #AI #DeepSeek #LiangWenfeng #China #USA #Investing #FundRaising #VentureCapital #VCs #EquityMarkets #Competition #Valuation #High-FlyerQuant #OpenModels #Commercialization

  3. DeepSeek takes first BIG step to move to commercialize its low cost AI offerings.

    This a cannon blast across the bow of OpenAI, Antrpoic, Google and the other guys!

    DeepSeek is finalizing its first external fundraising round of ~ US$7.4B at a valuation of ~ US$60B.

    Big question - how/when will US VCs try to get in on this action without triggering red flags in outbound investing and/or export control regulations??? scmp.com/tech/big-tech/article -FlyerQuant

  4. BMO: #Equitymarkets point to a firm open this morning after rallying further last week. The #S&P500 starts the week pushing record territory, while the #TSX is just shy of that. #WTI #oil prices have edged back above the $90 mark, while 10-year #Treasury #yield is slightly higher at 4.47% #markets

  5. 2 BMO: #WTI #oil prices backed down further, and start the day just under $88. #Equitymarkets point to a flat open, and #Treasury #yields are steady with the 10-year sitting at 4.45% #markets

  6. Nigeria, Egypt, Morocco, and South Africa continue to dominate Africa’s equity markets, according to the 2026 African Economic Outlook released by the African Development Bank (AfDB).

    dmarketforces.com/nigeria-egyp

    #Nigeria #Egypt #SouthAfrica #AfDB #Equitymarkets

  7. 1 BMO: #Equitymarkets point to a firm open this morning as strong #earnings results continue to outweigh fragile conditions in the #Middle East. #Futures point to a modestly-higher open with the #S&P500 closing just off record highs yesterday. The positive/negative news flow out of #Iran …🧵 #markets

  8. 1 BMO: #Equitymarkets point to a firm open this morning as strong #earnings results continue to outweigh fragile conditions in the #Middle East. #Futures point to a modestly-higher open with the #S&P500 closing just off record highs yesterday. The positive/negative news flow out of #Iran …🧵 #markets

  9. 1 #TorstenSlok, chief economist at Apollo Global Management: #AI is driving returns in #equitymarkets because of the growing size of #tech in the #S&P500 index, and this is a problem for both #institutional and #individual #investors 🧵

    One Factor Driving All Returns...

  10. 1 #TorstenSlok, chief economist at Apollo Global Management: #AI is driving returns in #equitymarkets because of the growing size of #tech in the #S&P500 index, and this is a problem for both #institutional and #individual #investors 🧵

    One Factor Driving All Returns...

  11. 1 BMO: #Equitymarkets point to a flat open this morning, while #Treasury #yields are little changed. After shooting first (on #software #stocks exposed to #AI), the #market is now starting to ask the questions, and some names have been rebounding forcefully after deep #selloffs. 🧵 #markets

  12. 1 BMO: #Equitymarkets point to another soft open this morning after yesterday's #tech led #selloff. So far, not a lot of traction despite word that the #U.S. #Administration is considering scaling back #steel and #aluminum #tariffs, at least on some products … 🧵 #markets

  13. 1 BMO: #Equitymarkets point to another soft open this morning after yesterday's #tech led #selloff. So far, not a lot of traction despite word that the #U.S. #Administration is considering scaling back #steel and #aluminum #tariffs, at least on some products … 🧵 #markets

  14. BMO: #Equitymarkets point to a stable open this morning, while #Treasury #yields are little changed ahead of the January #U.S. #employmentreport. #Oilprices are firm with #WTI up about $1 to $65, while the #loonie is holding at $1.353/USD (73.9 US cents) #markets #CAD

  15. Good overview of Digital Asset Treasuries (DATs).

    Recently all the rage, DATs have been taking a bit of beating recently. While DATs are operating businesses which typically use leveraged financing to accumulate crypto currencies, they have created some "interesting financial engineering possibilities".

    Some argue these structures are fancy ponzy schemes, or at a minimum exhibit Ponzi like dynamics, where earlier shareholders benefit as long as there is incoming equity demand, but returns can evaporate or reverse sharply if sentiment turns and the asset premium collapses.

    A key pending issue is DATs may get de-listed from major market indexes if they become classified as an investment vehicles and not as operating businesses. Watch this space!
    defieducation.substack.com/p/a #DATs #Crypto #BitCoin #Ethereum #EquityMarkets #ETF #Investing #Investments #CaptialMarkets

  16. Good overview of Digital Asset Treasuries (DATs).

    Recently all the rage, DATs have been taking a bit of beating recently. While DATs are operating businesses which typically use leveraged financing to accumulate crypto currencies, they have created some "interesting financial engineering possibilities".

    Some argue these structures are fancy ponzy schemes, or at a minimum exhibit Ponzi like dynamics, where earlier shareholders benefit as long as there is incoming equity demand, but returns can evaporate or reverse sharply if sentiment turns and the asset premium collapses.

    A key pending issue is DATs may get de-listed from major market indexes if they become classified as an investment vehicles and not as operating businesses. Watch this space!
    defieducation.substack.com/p/a

  17. BMO: #Equitymarkets point to a flat open this morning, after yesterday's early post- #Nvidia earnings rally fizzled through the day. #Treasury #yields are little changed, with the 10-year sitting at 4.07%, while #oil #prices are stepping back somewhat to just under $58 for #WTI. #markets

  18. 1 BMO: #Equitymarkets point to a flat open this morning, with most major #NorthAmerican #indices sitting just off record highs. We're also into the thick of #earningsseason, with the likes of #Tesla and #IBM on deck today after #Netflix missed expectations last night.🧵 #markets

  19. BMO: Canada #Equitymarkets pushed higher again last week, w the TSX led by #technology, financials + consumer stocks; it’s now up 10.5% on the year & more than 20% from year-ago levels in a serious show of resilience. #GoC #yields were modestly higher along the curve, and underperforming #Treasuries

  20. 1 BMO: It’s quiet this morning, with U.S. #markets closed for #Juneteenth. #Oil prices are firm, with #WTI trading above $75 on ongoing uncertainty in the #MiddleEast, while #global #equitymarkets are backing off somewhat. 🧵

  21. 1 BMO: It’s quiet this morning, with U.S. #markets closed for #Juneteenth. #Oil prices are firm, with #WTI trading above $75 on ongoing uncertainty in the #MiddleEast, while #global #equitymarkets are backing off somewhat. 🧵

  22. 1 BMO: #Equitymarkets point to a steady open this morning despite the #U.S. and #China reportedly agreeing to de-escalate the #tradewar, at least removing export controls (e.g., China’s #rare-earth minerals) that had been on since their meeting in early-June. 🧵 #markets

  23. BMO: #Equitymarkets have settled down after yesterday's strong rally saw the #S&P500 surge 3.3%, to now sit just about 5% from February’s high. The #U.S.-China deal is another step back toward a ‘less-bad’ outcome; and when sentiment is priced for much worse, that becomes very good news. #markets

  24. 1 BMO: With #Trump now talking ‘ #China #tradedeal with substantial #tariffs cuts’ along with ‘no intention of firing #Fed Chair #Powell’, #equitymarkets are rallying. The major #U.S.futures are up 1.8% to 2.7% so far this morning (@ 06:40 EST), after the cash market closed up by 2.5% to 2.7% Tue. 🧵

  25. 1 BMO: With #Trump now talking ‘ #China #tradedeal with substantial #tariffs cuts’ along with ‘no intention of firing #Fed Chair #Powell’, #equitymarkets are rallying. The major #U.S.futures are up 1.8% to 2.7% so far this morning (@ 06:40 EST), after the cash market closed up by 2.5% to 2.7% Tue. 🧵

  26. 1 BMO: #Equitymarkets continued their relief #rally yesterday, with some quiet on the #trade front and a mixed U.S. #retailsales report for February. #Futures point to a mostly flat open this morning. 🧵 #markets

  27. Meta Faces Tough Market Response as AI Investments Surge and Metaverse Losses Continue - Meta’s shares dropped 15% in after-hours trading following announcements in April ... - news.bitcoin.com/meta-faces-to #artificialintelligence(ai) #equitymarkets #newsbytes #metaverse #stock #meta

  28. Meta Faces Tough Market Response as AI Investments Surge and Metaverse Losses Continue - Meta’s shares dropped 15% in after-hours trading following announcements in April ... - news.bitcoin.com/meta-faces-to #artificialintelligence(ai) #equitymarkets #newsbytes #metaverse #stock #meta

  29. NYSE Considers 24-Hour Trading Model in Response to Crypto Market Trends - Cryptocurrency markets operate continuously, trading every day of the week, around... - news.bitcoin.com/nyse-consider #newyorkstockexchange #cryptocurrencies #cryptomarkets #equitymarkets #24/7trading #finance #crypto #nyse #sec

  30. NYSE Considers 24-Hour Trading Model in Response to Crypto Market Trends - Cryptocurrency markets operate continuously, trading every day of the week, around... - news.bitcoin.com/nyse-consider #newyorkstockexchange #cryptocurrencies #cryptomarkets #equitymarkets #24/7trading #finance #crypto #nyse #sec

  31. Investors are awaiting the release of the Fed's preferred personal consumption expenditures price index (PCE) data for January, with expectations for core PCE to increase by 0.4% month-on-month and 2.8% year-on-year. #EquityMarkets #USBondYields #CorePCE #USPCEData

  32. Equity markets saw modest declines ahead of the critical US core PCE data, while US bond yields remained flat following Wednesday's dip. The S&P 500 index closed yesterday down by 0.2%, and futures trading showed a steady trend in the morning. US 10-year bond yields dropped by four basis points to 4.266% on Wednesday and are currently at 4.274%. #EquityMarkets #USBondYields #CorePCE #USPCEData