텔레 렉카도 seo > geo 트렌드처럼
Llm에 글감납품하는 생산수단이 되어야지 살아남을수 있겠다는 생각
트래픽으로는 이길수없다...
Llm에 글감납품하는 생산수단이 되어야지 살아남을수 있겠다는 생각
트래픽으로는 이길수없다...
Forwarded from Market News Feed
*NVIDIA IS EXPECTED TO ANCHOR ANTHROPIC IPO
*NVIDIA PLANS TO INVEST UP TO $10 BILLION IN ANTHROPIC IPO
*ANTHROPIC SEEKS TO RAISE UP TO $100B IN AN IPO VALUING THE STARTUP AT $2T
*ANTHROPIC'S LISTING IS EXPECTED TO COMPLETE BEFORE THE U.S. MIDTERM ELECTIONS IN NOVEMBER
$NVDA ...
*NVIDIA PLANS TO INVEST UP TO $10 BILLION IN ANTHROPIC IPO
*ANTHROPIC SEEKS TO RAISE UP TO $100B IN AN IPO VALUING THE STARTUP AT $2T
*ANTHROPIC'S LISTING IS EXPECTED TO COMPLETE BEFORE THE U.S. MIDTERM ELECTIONS IN NOVEMBER
$NVDA ...
Forwarded from 에테르의 일본&미국 리서치
삼성전자·SK하이닉스, '25조 전기료 선납' 한전 제안 거절 | 연합뉴스
https://www.yna.co.kr/view/AKR20260914012700003?input=1195m
https://www.yna.co.kr/view/AKR20260914012700003?input=1195m
연합뉴스
삼성전자·SK하이닉스, '25조 전기료 선납' 한전 제안 거절 | 연합뉴스
(서울=연합뉴스) 조성흠 기자 = 삼성전자와 SK하이닉스가 한국전력이 제안한 5년 치 전기요금 25조원 선납 방안을 거절한 것으로 알려졌다.
Forwarded from AWAKE - 실시간 주식 공시 정리채널
2026.09.14 11:58:09
기업명: 미트박스(시가총액: 495억) A475460
보고서명: 주식등의대량보유상황보고서(약식)
대표보고 : 박진호(73년생)/대한민국
보유목적 : 단순투자
보고전 : 10.25%
보고후 : 11.03%
보고사유 : 주식취득(양수)
* (주)더맛있는하루
2026-09-10/장내매수(+)/보통주/ 31,560주/-
* 박진호
2026-09-10/장내매수(+)/보통주/ 12,565주/-
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260914000080
종목공시 : https://www.awakeplus.co.kr/disclosure/475460
기업명: 미트박스(시가총액: 495억) A475460
보고서명: 주식등의대량보유상황보고서(약식)
대표보고 : 박진호(73년생)/대한민국
보유목적 : 단순투자
보고전 : 10.25%
보고후 : 11.03%
보고사유 : 주식취득(양수)
* (주)더맛있는하루
2026-09-10/장내매수(+)/보통주/ 31,560주/-
* 박진호
2026-09-10/장내매수(+)/보통주/ 12,565주/-
공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260914000080
종목공시 : https://www.awakeplus.co.kr/disclosure/475460
근황
사지방 없어짐(리모델링한다고 뜯음. 다시 생길지 확신이 없음.)
집 가고 싶음
휴가는 제법 자주 나감
폰으로 꾸역꾸역 쫓아가보려고 하는데 시간도 없고 무엇보다 화면이 작아서 어려움
근데 난 군면제 걸어줘도 못했을 듯
사지방 없어짐(리모델링한다고 뜯음. 다시 생길지 확신이 없음.)
집 가고 싶음
휴가는 제법 자주 나감
폰으로 꾸역꾸역 쫓아가보려고 하는데 시간도 없고 무엇보다 화면이 작아서 어려움
근데 난 군면제 걸어줘도 못했을 듯
❤1
VC DEALS
Riyadh-based buy-now, pay-later fintech company Tabby raised a new round at a $6.5 billion valuation led by Blue Pool Capital.
Temporal, the developer of an open-source platform for running AI systems, raised a $550 million Series E led by Lightspeed, Wellington Management, Growth Equity at Goldman Sachs Alternatives and Tiger Global at a $12.55 billion valuation.
Construction intelligence platform developer Buildots secured a $130 million round led by OG Venture Partners.
Crypto data services provider Kaiko extended its Series B to $110 million with an investment from S&P Global.
Stockholm-based Tandem Health secured $100 million in a Series B led by the EU-backed Scaleup Europe Fund, which is managed by EQT.
Archy, the developer of dental practice management tools, received a $50 million Series C led by JMI Equity.
Flam, an AI media content startup, raised a $40 million Series B led by QED Investors.
Impossible Objects, which develops industrial-scale 3D printing technology for manufacturing, raised a $40 million Series B led by Inflection Equity.
BRKZ, a Riyadh-based developer of an AI-enabled building materials procurement platform, raised $31 million in debt and equity in a round led by Wa’ed Ventures and 500 Global.
Health insurance administration platform developer Nara Health secured $14 million across its pre-seed and seed rounds led by Khosla Ventures.
Cancer-focused biotech startup Shennon Biotechnologies raised a $12 million round from investors including Future Ventures, NextGen Venture Partners and Samos Investments.
Brussels-based financial infrastructure specialist Chift secured a €10.5 million Series A led by BlackFin Capital Partners.
Resolutiion, a London-based developer of an AI operating system for conflict management, raised $10.4 million from investors including Cherry Ventures, LocalGlobal and Octopus Ventures.
PE DEALS
A consortium led by DFO Management and Lux Capital-backed Sequence Holdings agreed to a $7.7 billion take-private deal for The Baldwin Group, an insurance broker.
The Carlyle Group agreed to acquire Canada-based oil and gas company Parallax from Carnelian Energy Capital.
Main Capital Partners agreed to acquire the operating subsidiaries of Tribal Group, a UK education software and student information systems provider listed on London’s AIM, in a take-private transaction.
Aurelius agreed to purchase Hain International, a UK-based healthy food and beverage business, from Nasdaq-listed The Hain Celestial Group.
Alpine Investors launched Eight Group Service Partners, a UK-based facilities management platform operator focused on mechanical, electrical, and compliance-driven building services, seeding it with nine partner businesses.
Palliser Capital urged the board of Recordati, a Milan-based drugmaker, to withdraw its support for CVC Capital Partners and Groupe Bruxelles Lambert‘s €51.29 per share take-private offer.
EXITS
Vista Equity Partners is considering a sale of Finastra, a developer of financial software that could be valued at up to $12 billion in a deal, Reuters reported.
Trilantic-backed Sofie Biosciences, which specializes in chemicals used in medical imaging, is in talks to be acquired by GE HealthCare Technologies in a $1 billion deal, Financial Times reported.
CVC Capital Partners-backed property insurer Bamboo Insurance Services is seeking to raise up to $700 million in its IPO.
Immunology-focused biotech Electra Therapeutics, which is backed by OrbiMed, is looking to raise about $347 million in its IPO.
First Reserve portfolio company Trillium Flow Technologies agreed to sell its wastewater technology business, Trillium Pumps US, to NYSE-listed Crane Company in a $240 million deal.
Y Combinator-backed note-taking platform developer Fathom agreed to be acquired by Superhuman.
FUNDRAISING
PSG Equity raised €4.4 billion for PSG Europe III, which is targeting investments in Europe-based software companies.
Digital health-focused investor Transformation Capital closed on $850 million for its fourth fund.
AI-focused growth investor Intrepid Growth Partners launched with $525 million raised for its first fund.
CORPORATE M&A
Forvia is exploring a sale of Clarion Electronics, a Japanese automotive electronics unit, as the French supplier seeks to reduce debt and simplify its portfolio, Bloomberg reported.
Sazerac acquired Au Vodka, a UK spirits maker.
Riyadh-based buy-now, pay-later fintech company Tabby raised a new round at a $6.5 billion valuation led by Blue Pool Capital.
Temporal, the developer of an open-source platform for running AI systems, raised a $550 million Series E led by Lightspeed, Wellington Management, Growth Equity at Goldman Sachs Alternatives and Tiger Global at a $12.55 billion valuation.
Construction intelligence platform developer Buildots secured a $130 million round led by OG Venture Partners.
Crypto data services provider Kaiko extended its Series B to $110 million with an investment from S&P Global.
Stockholm-based Tandem Health secured $100 million in a Series B led by the EU-backed Scaleup Europe Fund, which is managed by EQT.
Archy, the developer of dental practice management tools, received a $50 million Series C led by JMI Equity.
Flam, an AI media content startup, raised a $40 million Series B led by QED Investors.
Impossible Objects, which develops industrial-scale 3D printing technology for manufacturing, raised a $40 million Series B led by Inflection Equity.
BRKZ, a Riyadh-based developer of an AI-enabled building materials procurement platform, raised $31 million in debt and equity in a round led by Wa’ed Ventures and 500 Global.
Health insurance administration platform developer Nara Health secured $14 million across its pre-seed and seed rounds led by Khosla Ventures.
Cancer-focused biotech startup Shennon Biotechnologies raised a $12 million round from investors including Future Ventures, NextGen Venture Partners and Samos Investments.
Brussels-based financial infrastructure specialist Chift secured a €10.5 million Series A led by BlackFin Capital Partners.
Resolutiion, a London-based developer of an AI operating system for conflict management, raised $10.4 million from investors including Cherry Ventures, LocalGlobal and Octopus Ventures.
PE DEALS
A consortium led by DFO Management and Lux Capital-backed Sequence Holdings agreed to a $7.7 billion take-private deal for The Baldwin Group, an insurance broker.
The Carlyle Group agreed to acquire Canada-based oil and gas company Parallax from Carnelian Energy Capital.
Main Capital Partners agreed to acquire the operating subsidiaries of Tribal Group, a UK education software and student information systems provider listed on London’s AIM, in a take-private transaction.
Aurelius agreed to purchase Hain International, a UK-based healthy food and beverage business, from Nasdaq-listed The Hain Celestial Group.
Alpine Investors launched Eight Group Service Partners, a UK-based facilities management platform operator focused on mechanical, electrical, and compliance-driven building services, seeding it with nine partner businesses.
Palliser Capital urged the board of Recordati, a Milan-based drugmaker, to withdraw its support for CVC Capital Partners and Groupe Bruxelles Lambert‘s €51.29 per share take-private offer.
EXITS
Vista Equity Partners is considering a sale of Finastra, a developer of financial software that could be valued at up to $12 billion in a deal, Reuters reported.
Trilantic-backed Sofie Biosciences, which specializes in chemicals used in medical imaging, is in talks to be acquired by GE HealthCare Technologies in a $1 billion deal, Financial Times reported.
CVC Capital Partners-backed property insurer Bamboo Insurance Services is seeking to raise up to $700 million in its IPO.
Immunology-focused biotech Electra Therapeutics, which is backed by OrbiMed, is looking to raise about $347 million in its IPO.
First Reserve portfolio company Trillium Flow Technologies agreed to sell its wastewater technology business, Trillium Pumps US, to NYSE-listed Crane Company in a $240 million deal.
OpenAI acquired smartphone camera developer Glass Imaging, which is backed by Insight Partners, The Wall Street Journal reported.
Y Combinator-backed note-taking platform developer Fathom agreed to be acquired by Superhuman.
FUNDRAISING
PSG Equity raised €4.4 billion for PSG Europe III, which is targeting investments in Europe-based software companies.
Digital health-focused investor Transformation Capital closed on $850 million for its fourth fund.
AI-focused growth investor Intrepid Growth Partners launched with $525 million raised for its first fund.
CORPORATE M&A
Forvia is exploring a sale of Clarion Electronics, a Japanese automotive electronics unit, as the French supplier seeks to reduce debt and simplify its portfolio, Bloomberg reported.
Sazerac acquired Au Vodka, a UK spirits maker.
Forwarded from Market News Feed
CORRECTION - THUNE SAYS 'OPEN TO EXPLORING' AN EXPORT BAN ON DIESEL ...
Forwarded from Semiconductor X Signal
[반도체] PCB 밸류체인 개요 공유
■ 요약 번역
PCB 제조 밸류체인과 관련 종목 티커를 정리한 개요를 좋게 평가한다는 글이다.
https://t.co/zS9SkOxPTP https://t.co/kpjog7BaTg
■ 양파 관점 · AI
투자 관련성이 제한적이다.
원문: @glocalinvestor · 게시글 링크
■ 요약 번역
PCB 제조 밸류체인과 관련 종목 티커를 정리한 개요를 좋게 평가한다는 글이다.
https://t.co/zS9SkOxPTP https://t.co/kpjog7BaTg
■ 양파 관점 · AI
투자 관련성이 제한적이다.
원문: @glocalinvestor · 게시글 링크
VC DEALS
Denver-based Crusoe, an AI infrastructure provider, raised a $3.9 billion Series F at a $30.9 billion valuation led by Atreides Management, Mubadala Capital and Valor Equity Partners.
Angle Health, a San Francisco-based provider of AI-driven health benefits for small businesses, raised $600 million at a $2.7 billion valuation led by Vitruvian Partners, which included a $200 million Series C and a $400 million tender offer.
Nex, the San Jose-based maker of the Nex Playground game console, raised more than $150 million in equity and debt, which included a Series E led by Baillie Gifford and BAI Capital and a credit facility from JPMorgan.
Penelope Health, a developer of healthcare intelligence software, received a $100 million funding commitment led by Thoreau, a healthcare infrastructure investment platform.
UK-based payments startup Ryft raised a £20 million Series B led by Gresham House.
Magentic, a London-based provider of AI for large industrial companies, raised an $18 million Series A led by Felicis.
Tusk IC, a Belgium-based designer of chips for satellite antennas, raised €15 million in a round led by Matterwave Ventures, Forward.one and PMV.
Arcos, a Munich-based startup that builds and operates civil security infrastructure, raised a €5.5 million seed round led by High-Tech Gründerfonds.
PE DEALS
Shareholders of London-listed DCC Energy approved a takeover deal from KKR and Energy Capital Partners that values the company at £5.7 billion.
EQT acquired a 32-building portfolio across Southern California from Rexford Industrial Realty.
EXITS
Westinghouse Electric is seeking a valuation of over $50 billion for its US IPO, Bloomberg reported. The company is jointly owned by Brookfield Renewable Partners and Cameco.
London-based AI infrastructure provider Nscale, which is backed by Nvidia, filed for a US IPO and is targeting a $35 billion valuation, the Financial Times reported.
London-based neobank Revolut is exploring a dual listing in London and New York, the Financial Times reported.
The Gunawan family and EQT are considering a sale of Indesso Aroma, an Indonesia-based food and fragrance ingredients manufacturer, at a $1 billion valuation, Bloomberg reported.
OrbiMed-backed Electra Therapeutics, which specializes in immunology drugs, raised $350 million in its US IPO.
Temasek-backed PSA International is considering selling its minority stake in operations at Mumbai-based Jawaharlal Nehru Port, Bloomberg reported.
Prudential Financial agreed to sell its roughly 34% stake of Alexforbes, South Africa’s largest standalone retirement-fund administrator, for about 2.6 billion rand ($185 million) to African Rainbow Capital, the vehicle of billionaire Patrice Motsepe. The deal will be done via a company buyback plus a direct sale.
FUNDRAISING
01 Advisors is raising $395 million for its fourth flagship fund, according to SEC documents.
Denver-based Crusoe, an AI infrastructure provider, raised a $3.9 billion Series F at a $30.9 billion valuation led by Atreides Management, Mubadala Capital and Valor Equity Partners.
Angle Health, a San Francisco-based provider of AI-driven health benefits for small businesses, raised $600 million at a $2.7 billion valuation led by Vitruvian Partners, which included a $200 million Series C and a $400 million tender offer.
Nex, the San Jose-based maker of the Nex Playground game console, raised more than $150 million in equity and debt, which included a Series E led by Baillie Gifford and BAI Capital and a credit facility from JPMorgan.
Penelope Health, a developer of healthcare intelligence software, received a $100 million funding commitment led by Thoreau, a healthcare infrastructure investment platform.
UK-based payments startup Ryft raised a £20 million Series B led by Gresham House.
Magentic, a London-based provider of AI for large industrial companies, raised an $18 million Series A led by Felicis.
Tusk IC, a Belgium-based designer of chips for satellite antennas, raised €15 million in a round led by Matterwave Ventures, Forward.one and PMV.
Arcos, a Munich-based startup that builds and operates civil security infrastructure, raised a €5.5 million seed round led by High-Tech Gründerfonds.
PE DEALS
Shareholders of London-listed DCC Energy approved a takeover deal from KKR and Energy Capital Partners that values the company at £5.7 billion.
EQT acquired a 32-building portfolio across Southern California from Rexford Industrial Realty.
EXITS
Westinghouse Electric is seeking a valuation of over $50 billion for its US IPO, Bloomberg reported. The company is jointly owned by Brookfield Renewable Partners and Cameco.
London-based AI infrastructure provider Nscale, which is backed by Nvidia, filed for a US IPO and is targeting a $35 billion valuation, the Financial Times reported.
London-based neobank Revolut is exploring a dual listing in London and New York, the Financial Times reported.
The Gunawan family and EQT are considering a sale of Indesso Aroma, an Indonesia-based food and fragrance ingredients manufacturer, at a $1 billion valuation, Bloomberg reported.
OrbiMed-backed Electra Therapeutics, which specializes in immunology drugs, raised $350 million in its US IPO.
Temasek-backed PSA International is considering selling its minority stake in operations at Mumbai-based Jawaharlal Nehru Port, Bloomberg reported.
Prudential Financial agreed to sell its roughly 34% stake of Alexforbes, South Africa’s largest standalone retirement-fund administrator, for about 2.6 billion rand ($185 million) to African Rainbow Capital, the vehicle of billionaire Patrice Motsepe. The deal will be done via a company buyback plus a direct sale.
FUNDRAISING
01 Advisors is raising $395 million for its fourth flagship fund, according to SEC documents.
Forwarded from Market News Feed
SOUTH KOREA NEGOTIATING WITH US ON 5-10% STAKE INVESTMENT IN WESTINGHOUSE: YONHAP ...
Forwarded from Market News Feed
SOUTH KOREA PURSUES NUCLEAR POWER PLANT, ALASKA LNG PROJECT FOR US INVESTMENT: MEDIA ...
Forwarded from 인베스트조선 뉴스 채널
'6%도 나오겠네' 발행어음 후발주자 금리 경쟁...역마진은 '걱정' https://www.investchosun.com/site/data/html_dir/2026/09/22/2026092280133.html
Investchosun
'6%도 나오겠네' 발행어음 후발주자 금리 경쟁...역마진은 '걱정'