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#equitymarkets — Public Fediverse posts

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  1. 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

  2. 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

  3. 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...

  4. 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

  5. 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

  6. 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. 🧵

  7. 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. 🧵

  8. 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

  9. 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