글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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ELON MUSK, CEOS OF PALANTIR, AMAZON, SERVICE NOW, ALTIMETER TO ATTEND WHITE HOUSE MEETING ON AI, AXIOS REPORTS ...
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JUST IN: 🇺🇸 PRESIDENT TRUMP SAYS THE US GOVERNMENT MIGHT TAKE OWNERSHIP STAKES IN OPENAI, ANTHROPIC AND OTHER AI COMPANIES. ...
VC DEALS
Signed-data platform developer SignSplit emerged from stealth with a $400 million seed round led by W Group at a $1 billion valuation.

Valon, the developer of a mortgage servicing operating system, secured a $150 million Series D at a $2.3 billion valuation from investors including Ribbit Capital and Andreessen Horowitz.

Supabase, the provider of an open-source Postgres development platform, raised a $150 million round led by GIC.

Medical device startup Zenflow, which focuses on urologic care for men, raised a $52 million Series D led by Cook Medical.

Clockwork.io, which develops a GPU cluster observability and fault-tolerance platform, secured a $31 million round led by Premji Invest, Wing Venture Capital, and Seligman Ventures.

Hyperspectral camera startup Living Optics raised a $20 million round led by BRV Capital Management.

Consano Bio, a biotech developing a biologic medication for chronic sciatica, raised a $15 million round.

Copenhagen-based legal research specialist Pandektes raised a €13.5 million Series A led by Alstin Capital.

Safeworld, a startup developing simulations for safety testing humanoid robots, raised a $12 million seed round led by Shine Capital and Andreessen Horowitz.

Ghost, a startup developing a personal computer designed to centralize data and run personal AI agents, raised an $11 million seed round led by Andreessen Horowitz.

PE DEALS
EQT-backed elevator and escalator company Fujitec is in talks to bid for certain European operations of TK Elevator, which could be valued at around €5 billion, Bloomberg reported.

Clayton, Dubilier & Rice is in talks to acquire Nasdaq-listed Option Care Health, a medical infusion services provider, alongside McKesson in a $5 billion deal, the Financial Times reported.

KKR, Blackstone and Warburg Pincus are among the suitors to buy Stockholm-based windshield repairer Cary Group, which is owned by CVC Capital Partners and Nordic Capital, at a €3 billion valuation, Bloomberg reported.

Aurora Capital Partners acquired document management software provider Softdocs.

Growth Capital Partners invested in Agilia Infrastructure Partners, a London-based infrastructure advisory firm.

Aviva Investors acquired Adriana Infrastructure CLO, an Amsterdam-based vehicle backed by a diversified portfolio of UK PPP/PFI infrastructure loans.

PORTFOLIO COMPANIES
CSL agreed to a $1.6 billion deal with OrbiMed-backed Alentis Therapeutics to develop a drug for rare kidney and liver diseases.

EXITS
Australia-based data center operator Firmus is planning to allocate half of the shares in its $5.5 billion IPO to existing backers including Nvidia and Blackstone, Bloomberg reported.

Texas-based biotech IntraBio, which is backed by Oxford Science Enterprises, agreed to be acquired by Tokyo-listed Shionogi in a $2 billion deal.

Boyu Capital is considering a sale of Singapore-based Quasar Medical, a contract development and manufacturing organization that could be valued at over $1 billion, Bloomberg reported.

Autoimmune and inflammatory disease-focused biotech TRex Bio, which is backed by Eli Lilly, is seeking to raise about $133.3 million in its IPO.

Singapore-based data center operator DayOne Data Centers, which is backed by Coatue, filed publicly for its US IPO.

Triton Partners agreed to the sale of UK-based energy transformation and critical infrastructure services platform provider OCU Group to TDR Capital.

Mutares is selling a controlling stake in Lapeyre Group, a French manufacturer and distributor of home-improvement products.

FUNDRAISING
Houston-based firm CAZ Investments launched the CAZ GP Stakes Growth Fund.

INVESTORS
Partners Group investors are set to vote to wind down the portfolio of a London-listed fund designed to allow individuals to invest in PE

CORPORATE M&A
France’s Schneider Electric agreed to acquire PTC, a Boston-based industrial engineering software company, for approximately $22.6 billion in cash.

Logistics company CH Robinson Worldwide agreed to acquire RXO, a trucking brokerage company, in a $5.8 billion deal aimed at integrating AI in the company’s operations.

London-based telecoms group BT bought UK broadband provider TalkTalk out of pre-pack administration for approximately £400 million.
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└ 그동안 미주 드립쳤던거 생각해보믄...

SMU - 나락 ㅅㅂ
LABU - 낫배드
SPACEX - 이제 출발
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[에너지] 기록적 엘니뇨의 산업 교란과 2월까지 지속 전망

■ 요약 번역
기록적인 엘니뇨가 정점 수개월 전부터 산업을 흔들고 있으며, 기상학자들은 적어도 2월까지 지속될 것으로 예측한다.
https://t.co/dZGwxmyx90

■ 양파 관점 · AI
특정 기업·가격 근거 없이 기상 이벤트의 산업 교란만 제시돼 투자 관련성이 제한적이다.

원문: @staunovo · 게시글 링크
이런 반응도 특정 모델이 비슷하게 반응하는것인지
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COREWEAVE TARGETS ‘UNLIMITED’ INSURANCE MONEY TO FUND AI BUILD-OUT – FT
...
합격...합격이요
나태했던 50대 미국아재, 60대 체지방률 12% 달성한 비결

https://youtu.be/1KwYMSsHs6I
시황을 스킵하고 싶으신 분들께 추천드립니다☆