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TPG (TPG) Q3 2024 Earnings Call Transcript

Nasdaq 📅 02/11 00:02
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Microsoft wants to rewire data centers to save space

The Verge 📅 02/11 00:01 MSFT.O
is a senior science reporter covering energy and the environment with more than a decade of experience. She is also the host of Hell or High Water: When Disaster Hits Home , a podcast from Vox Media and Audible Originals. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft wants to design more efficient data centers using materials that allow electrici...

As AI agents take over, security is becoming a bigger concern

Yahoo 📅 02/11 00:01 700.HKMSFT.O
An increasing number of companies are using AI agents across their organizations, whether that’s for summarizing emails or automating certain tasks. But the outgrowth of agents is also creating vulnerabilities that cybercriminals could use to attack businesses. Weaknesses include the amount of data agents can access within an organization, the types of data they can use, and attackers manipulating...

PayPal at Crossroads as Yet Another New CEO Hired for Turnaround

Bloomberg 📅 02/11 00:01
PayPal Holdings Inc. , an early mover in the world of digital payments, now finds itself in a rut it can’t seem to get out of. Its customers are increasingly using other ways to pay. A former executive criticized the company in a rare public display of frustration. And investors have sent PayPal’s shares down 30% since the start of the year. Investors, for their part, are souring on all the parts ...

Jim Cramer on AppLovin: “Not So Magical Now”

Yahoo 📅 02/11 00:01 GOOG.O
AppLovin Corporation (NASDAQ:APP) is one of the stocks in focus on Jim Cramer’s game plan. Cramer highlighted the market’s change in sentiment toward the stock, as he commented: You know what the market doesn’t like? How about AppLovin, which is a former market darling from the year of magical investing? Not so magical now that Google’s decided to crowd into that space. A stock market graph. Photo...

Smart Money Is Betting Big In Micron Technology Options - Benzinga

Google 📅 02/11 00:01 MU.O
Whales with a lot of money to spend have taken a noticeably bullish stance on Micron Technology. Looking at options history for Micron Technology (NASDAQ:MU) we detected 68 trades. If we consider the specifics of each trade, it is accurate to state that 36% of the investors opened trades with bullish expectations and 30% with bearish. From the overall spotted trades, 27 are puts, for a total amoun...

New IBM Storage FlashSystem Gets an AI Infusion - ServeTheHome

Google 📅 02/11 00:00 AMD.OINTC.O
The new IBM Storage FlashSystem 5600, 7600, and 9600 arrays use EDSFF and a new fifth-generation FlashCore module to bring more capacity and performance to its arrays. Two of the arrays can support well over 1PB raw. What is more, the new arrays use FlashSystem.ai to bring agentic AI to storage administration. New IBM Storage FlashSystem Gets an AI Infusion The lower end of the three new models is...

Ferrari Is Up Sharply After Q4 Earnings, Reminding The Market Who Sets The Price

Seeking Alpha 📅 02/11 00:00
Wirestock/iStock Editorial via Getty Images Introduction Ferrari N.V. ( RACE ) reported its Q4 2025 earnings , and, after months of decline, the stock is finally seeing a strong 10% move higher at the time of writing. Since October, Ferrari's shareholders have been tested in a way that has never happened before. After all, since its 2015 IPO, Ferrari has been steadily moving up as investors gained...

研究警告AI可能加剧工作强度、导致职业倦怠

格隆汇 📅 02/11 00:00
格隆汇2月11日|《哈佛商业评论》新研究发现,企业采用AI可能提高期望值并延长工作时间,增加投资AI平台(如微软(MSFT)生态系统用户)的雇主的疲劳感和员工流失风险。

Why Gilat Satellite Stock Just Crashed

The Motley Fool 📅 02/11 00:00
Gilat's not earning much despite strong sales growth. Does this make Gilat stock a sell? Israeli satellite communications company Gilat Satellite Networks (GILT 15.36%) stock tumbled 19.3% through 10:45 a.m. ET Tuesday despite crushing analyst forecasts for Q4 2025 results this morning. Heading into its Q4 report, analysts estimated Gilat would earn $0.14 per share on just $78.1 million in revenue...

伊朗官员:美方须对以色列扮演的破坏性角色保持高度警惕

格隆汇 📅 02/11 00:00
格隆汇2月10日|当地时间10日晚间,正在阿曼马斯喀特访问的伊朗最高国家安全委员会秘书拉里贾尼在其社交账号发文称,美方应当保持清醒判断,不应允许以色列总理内塔尼亚胡在启程赴美前通过摆姿态暗示“要去向美国人教授核谈判的框架”。他还提醒美方必须对以方所扮演的破坏性角色保持高度警惕。

Creditors Ready Talks on $60 Billion Venezuela Debt After Maduro Arrest

Bloomberg 📅 02/11 00:00
A group of international investors holding Venezuelan bonds chose Houlihan Lokey as its financial adviser, according to people familiar with the matter, a key step as they gear up for a massive debt restructuring. The Venezuela Creditor Committee tapped the US investment bank after a weeks-long selection process, the people said, adding that the parties have yet to sign a contract. It was first re...

Grand National 'the dream' for role model Aswat

BBC News 📅 02/11 00:00
Aswat began riding aged five at St James City Farm - an inner-city stables in Gloucester - before linking up with trainers Kim Bailey and Mat Nicholls. She was hooked by the sport after racing a pony at Cheltenham. Her win earlier this month came in just her fourth professional ride after taking out her jockey's license in autumn 2025. "All the racing community have been very supportive and nothin...

AI Spending is Surging, but Consumers are Slowing

Bloomberg 📅 02/11 00:00
Global AI spending is surging as Alphabet raises billions in a massive bond deal. And new retail data shows US consumers are starting to pull back. Meanwhile, investors are navigating a flood of earnings, from Coca-Cola’s challenges to Ferrari’s red-hot demand. Plus, how AI could dramatically speed up drug trials — and what extreme winter weather means for the durability of America’s power grid. W...

Chinese scientists help create a ‘machine eye’ that may be faster than human vision

SCMP 📅 02/11 00:00
Chinese scientists have helped create a new safety system for automated driving systems that can sometimes react to hazards more quickly than the human brain. The slower reaction time of machines compared with the human brain has been a long-standing safety concern. For example, an automated vehicle travelling at 80km/h (50mph) will take half a second to respond to a hazard in front of it, compare...

Fox Buys Podcast Subscription Tool to Bolster Its Digital-Creator Shop

Bloomberg 📅 02/11 00:00
Fox Corp., under its Tubi Media Group division, has acquired Supercast, a subscription tool for podcasters, bolstering efforts to get digital creators to work with the service. Terms of the deal weren’t announced. Supercast powers the backend subscriptions for networks and podcasters like Andrew Huberman and This American Life , according to its website. The company, which was founded in 2019, all...

日本豪赌:早苗保守主义经济学

FT 中文网 📅 02/11 00:00
徐瑾:从国际对比来看,早苗经济学看似带有浓厚的凯恩斯主义色彩,强调财政扩张对经济的刺激作用;但结合保守政治特质,本质是新保守主义经济学的回归。 FT中文网经济主编 徐瑾 日本,重归世界舆论中心。 高市早苗的压倒性胜利出人意料,日经股市当日大涨。这不仅暴露出外界对其支持度的低估,更暗示对她即将带来的早苗经济学变化或有误判。国际社会可以不赞同高市早苗的政治观点,也可以反对她的经济主张,但不得不承认,对...

比特币的困局(一)

FT 中文网 📅 02/11 00:00
金涛:近期比特币的价格一度跌至60000美元附近,已跌破其最高价格的“腰斩”价位。那么,今天的比特币是否已经进入了至暗时刻? FT中文网专栏作家 金涛 毫无疑问,当今的全球金融市场正在经历剧烈的震荡。 白银期货的价格自去年10月1日的47.68美元,一路高歌猛进,至1月29日,白银一度突破121美元每盎司的美元名义价格历史最高值。而后在次日出现闪崩,一度暴跌至80美元以下,单日最大跌幅达三分之一。...

展望2026:国家队进场,楼市见底了吗?

FT 中文网 📅 02/11 00:00 2015.HK
黄凡:房产收储目标并不是为了制造一场房地产牛市,而是通过政府的“有形之手”,把房产市场从过度投机的“博弈之地”变成有底线的“民生市场”。 FT中文网撰稿人 黄凡 国内的楼市过去五年间经历了一场大起大落,主动与被动参与其中的国人从五年前沉浸在“楼市永远涨”的童话世界中,到过去三年间硬扛房价从高点的“五折”优惠,也经历了一场悲喜剧。宏观政策上从五年前不断出硬招调控,转为到现在持续强力扶持,可谓是用心良...

Allspring Emerging Markets Equity Advantage Fund Q4 2025 Commentary

Seeking Alpha 📅 02/11 00:00
Tippapatt/iStock via Getty Images Quarterly review The Emerging Markets Equity Advantage Fund underperformed the MSCI Emerging Markets Index ( NET ) for the quarter that ended December 31, 2025. At the sector level, stocks within the financials, consumer staples, and consumer discretionary sectors served as relative contributors while stocks within the real estate, industrials, and materials secto...

Vega raises $120M Series B to rethink how enterprises detect cyber threats

TechCrunch 📅 02/11 00:00 INTC.O
Modern enterprises generate enormous amounts of security data, but legacy tools like Splunk still require companies to store all of it in one place before they can detect threats – a slow and costly process that’s increasingly breaking down in cloud environments where volumes are exploding and data lives everywhere. AI cybersecurity startup Vega Security wants to flip that approach by running secu...

The Best Vanguard ETF to Invest $1,000 in Right Now

The Motley Fool 📅 02/11 00:00
Smaller stocks and value equities are displaying leadership traits, indicating investors may want to allocate $1,000 (or more) to this Vanguard ETF. This year is still in its early innings, but some clear trends are already emerging, and investors may do well to heed those signals. Those include leadership by smaller stocks and value names. With the Russell 2000 index up 7.59% year to date, small-...

展望2026:高市财政冲击与“去美元”之辩

FT 中文网 📅 02/11 00:00
陈稻田:日本以宽松财政来应对通胀,短期意外引发日元对美元汇率的反复激烈变化;人们希望在这个新事件里解答一个老问题:美元霸权是否正在终结。 FT中文网撰稿人 陈稻田 日本时间2026年2月9日,以高市早苗为总裁的自民党及其联盟在日本国会众议院选举中获得压倒性胜利(自民党获得465席中的316席,执政联盟日本创新党获得36席)。路透社报道的标题是:日本“铁娘子”缔造了令人震惊的胜选。当天日本股市早盘暴...

德国已经到了负担不起社会福利的地步了吗?

FT 中文网 📅 02/11 00:00
张冬方:德国的社会福利制度改革远不止于调整工作模式或增加工作时间,而是一项极其庞杂的系统工程。 FT中文网专栏作家 张冬方 当德国人开始认真讨论放弃追求工作和生活平衡、公共医保不应覆盖看牙费用时,让人不得不问:德国已经到了负担不起现有社会福利支出的地步了吗? 德国总理默茨给出了肯定答案。去年在谈到福利制度时,默茨曾表示,“我们已经负担不起现有的这套制度了”,“这意味着将做出痛苦的决定,也意味着削减...

亚洲市场再迎高光时刻

FT 中文网 📅 02/11 00:00
陈敏兰:过去一年中美联储政策转向、AI热潮持续及企业改革向好,都为亚洲市场带来利好,亚洲将继续在全球投资组合中提供多元化和长期增长机会。 陈敏兰 为FT中文网撰稿 1月作为新年的开篇,往往承载着许多憧憬与希望。2026年开年以来,投资者对亚洲市场的乐观情绪也日益增强。 亚洲(日本除外)股票在去年跑赢美股约15%后,2026年又实现开门红。今年迄今,MSCI亚洲(日本除外)指数已上涨近6%(以美元计...

下任美联储主席将如何带领美联储?

FT 中文网 📅 02/11 00:00
沈建光:沃什在金融监管与制度设计方面可能发挥相当影响力,并重塑美联储决策方式与职能构架。想要真正重振美元和联储信用,他还需要有真正细致可行的政策。 FT中文网专栏作家 沈建光 1月30日,凯文•沃什被美国总统特朗普提名为下一任美联储主席候选人。沃什的提名既是针对重商主义经济政策的自然回应,也是对市场对特朗普激进政策负面反馈的安抚。沃什提出的包括缩表在内的改革方案一方面希望激活美联储的长期效能,一方...

国补,是时候进入服务业了

FT 中文网 📅 02/11 00:00
刘远举:以旧换新是在最难刺激消费的领域,进行消费刺激,带动的往往是计划中的消费在时间上的提前。所以国补之下,消费增速先升后降。 FT中文网专栏作家 刘远举 前面两篇文章谈了经济中那些无形的东西非常重要。离开了这些东西,冗余的产业不能带来安全。把企业的预期看作经济中的第一推动力,是效率最高的方式。 在这个基础之上不难得到结论:刺激经济的最终目的,是为社会注入预期。那么如何提振预期? 先说现在的情况,...

高市 “萨娜经济学” 与植田货币政策的三重对决

FT 中文网 📅 02/11 00:00
程智鹏:当前日本面临的核心博弈,是“在通胀尚未完全回落、财政政策明显走向扩张的双重背景下,未来的利率路径究竟由谁主导”这一核心命题。 程智鹏 为FT中文网撰稿 2月8日,日本提前举行众议院选举。这场被外界称为“超预期授权”的选举,最终以首相高市早苗领导的自民党大胜收官。自民党在465个下院席位中斩获约316席,不仅实现单独过半,更在战后首次以一党之力拿下三分之二以上的超级多数席位;其与执政伙伴合计...

马斯克果真能把数据中心送上太空吗?

FT 中文网 📅 02/11 00:00 TSLA.O
他押注AI的未来不在地球上,而是在近地轨道。在太空部署计算基础设施是他把SpaceX与xAI合并的1.25万亿美元计划的核心。 英国《金融时报》 蒂姆•布拉德肖 报道 埃隆•马斯克(Elon Musk)押注AI的未来不在地球上,而是在轨道上——这是他把SpaceX与他那亏损初创公司xAI合并的1.25万亿美元计划的核心。 这位科技圈亿万富豪——他打算今年启动合并后实体的首次公开发行(IPO)——认...

Lex专栏:“SaaS末日”重创私募股权

FT 中文网 📅 02/11 00:00
近年收购公司纷纷向“软件即服务”(SaaS)行业大举投资。然而SaaS公司股票近期遭到抛售,令人质疑这种投资策略的智慧。 英国《金融时报》 Lex专栏 几年来,软件行业具备私募股权公司看重的两个要素:快速增长和惰性的客户(倾向于在签约后一直保持忠诚)。收购公司纷纷向“软件即服务”(SaaS)行业大举投资。然而,所谓的“SaaS末日”(投资者一窝蜂抛售SaaS公司股票的趋势,上周达到高潮)令人质疑这...
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