Fears that artificial intelligence may spell bad news for software giants have been pressuring stock market valuations for months. Now, those same fears are creeping into private markets too. Buyers are demanding discounts of as much as 20% to take a piece of private equity firms’ technology-heavy portfolios off their hands, according to people familiar with the matter. That’s worse than the 5% discount they were seeking just weeks ago, the people said, asking not to be identified discussing non-public deals. As a result, some investors who were preparing to launch their portfolio sales have pumped the brakes for now, two of these people said. “Many buyers would rather lower their price and then figure it out later,” Verdun Perry , global head of Blackstone Inc. ’s secondaries unit, said in an interview, declining to speak about specific deals. “As the dust settles, that discount will decline for some companies and increase for others.” The moves risk sparking a slowdown in secondaries transactions for buyouts and other parts of the private market. That slice of the industry has exploded in recent years as higher interest rates slowed traditional exits such as mergers and acquisitions as well as initial public offerings. Fears of AI’s potential for disruption intensified this year as AI startups continue to release new models that have the ability to transform the way many industries operate. Thoma Bravo and Vista Equity Partners have rushed to reassure investors that their portfolios were healthy, while publicly traded managers such as Blackstone, KKR & Co. , Apollo Global Management Inc. and Carlyle Group Inc. each said they have had minimal exposure to the sector. Read More: Thoma Bravo, Vista Seek to Calm Fears Over AI Threat to Software Uncertain Environment Buyers are parsing secondary portfolios to see whether software holdings are susceptible to AI disruptions, said Nigel Dawn , global head of private capital advisory at Evercore Inc. “Others are stepping ba...

The Poland Data Centers & Cloud Infra Market presents opportunities in hybrid cloud adoption and renewable energy integration. A growing number of enterprises are shifting to hybrid solutions, offering providers chances to deliver flexible, cost-efficient services. Investment in renewables will lower data center costs, aligning with environmental goals.Dublin, Feb. 25, 2026 (GLOBE NEWSWIRE) -- The "Poland Data Centers & Cloud Infra Market" report has been added to ResearchAndMarkets.com's offeri

Sumala Chidchoi UK-based digital bank Revolut is reportedly eyeing a sale of shares in the second half of 2026 ahead of a potential public listing. The latest fundraising consideration is at an early stage, with no decision taken over the size and timing of the sale, people familiar with the matter, who asked not to be identified discussing confidential information, told Bloomberg News . The firm's investors have been pushing for a new process that would value Revolut at a minimum of $100B, the sources reportedly said. Notably, the secondary share sale in November 2025 valued Revolut at $75B . Widely seen as Europe's most valuable startup, the challenger bank's fundraising efforts have been closely watched with speculation that an IPO is on the cards, according to the Wednesday report. Revolut is working on a valuation of at least $150B through any listing, according to some of the people. As of early 2026, the company was said to be expanding its financial services. In September 2025, the closely-held fintech introduced a high-yield savings account for U.S. customers. More on IPOs MOZAYYX Acquisition prices upsized $261M IPO AI chipmaker Cerebras confidentially files for IPO: report Medtronic's diabetes unit MiniMed seeks up to $784M in U.S. IPO

The Trump administration has ordered U.S. diplomats to lobby against countries' attempts to regulate how American tech companies handle foreigners' data.

When Block ( XYZ ) announces fourth-quarter earnings on Thursday, Wall Street expects the financial services provider to post EPS of $0.65, implying an 8.5% decline, while revenue is expected to increase 3.2% to $6.22B for the quarter. During the Q3 earnings call, Block projected a Q4 2025 gross profit of $2.755 billion, with year-over-year growth exceeding 19%. The firm expects Q4 adjusted operating income of $560 million, with adjusted operating income margins expanding to 20%. The financial services provider also raised full-year gross profit guidance to $10.243 billion and adjusted operating income to $2.056 billion, reflecting nearly 28% year-over-year growth. Block, with a market cap of $30.55B, bags a Buy rating from Seeking Alpha analysts and Wall Street analysts. Seeking Alpha analyst Stephen Ayers initiated a Buy rating, saying that Block’s core Square and Cash App businesses deliver double-digit growth and improving profitability despite Bitcoin-related headwinds. Ayers highlighted that Block’s upmarket strategy, data moat, and AI integration position it well against competitors like Toast, PayPal, and Big Tech entrants. However, he also warned about risks such as AI disruption, intensified competition, Afterpay credit exposure, and potential regulatory changes impacting interchange fees. However, the stock has declined nearly 22% so far this year, underperforming the broader S&P 500 Index, which gained 0.65% during the same period. Seeking Alpha’s Quant rating rated XYZ a Hold as momentum and revisions have dragged down the rating. Earlier this month, Bloomberg reported that Block ( XYZ ) could slash up to 10% of its workforce as part of an overhaul. However, Seeking Alpha analyst Juxtaposed Ideas rated the stock a Buy, saying that XYZ's renewed growth strategy leverages AI-driven features, demographic expansion, and aggressive cross-selling to accelerate adoption and boost profitability. Over the last two years, XYZ has beaten EPS estimates 38% of the t...

Monty Rakusen/DigitalVision via Getty Images Last week, a C-17 airlifted a small nuclear reactor from California to a US Air Force base in Utah. The effort was a collaboration of the DoD and the DoE, as they evaluated the Valar Atomics unit as a "stand-alone" solution to keep the base protected from grid disruption. The project is suggestive of the new outlook on nuclear power. In just the past two years, a very tactical approach has opened up for the once maligned energy source, Sec. Of Energy, Chris Wright declared at the event: The American nuclear renaissance is to get that ball moving again, fast carefully, but with private capital, American innovation, and determination." After decades of underinvestment, nuclear power has seen a serious reappraisal in the US and Europe, as well as an outright "double-down" in places like China, India, or Turkey. It is coming at the right time. Nuclear is the best long-term solution to the electric demands of global affluence and our new era of "always-on" 24/7 agentic AI. The International Energy Agency (IEA) sees global electricity demand outstripping total supply by 2030, with both emerging and developed markets responsible for the surge. The investment in electrical grids alone will need to climb 50% a year by 2030 to keep up with the surging demand. India's peak electricity load was 148 gigawatts in 2014; it surpassed 250 gigawatts in 2024 and is expected to reach 330 gigawatts by 2029-2030 due to broadening prosperity and more AC use. In the already saturated consumer markets of the West, the issue is AI. According to a new report , Britain's 140 slated datacenter projects would add 50 gigawatts of demand, about 5 gigawatts more than the nation's existing peak demand. The following table from McKinsey's October 2025 Global Energy Perspectives is instructive: McKinsey Energy Report 2025 The report suggested that nuclear energy is expected to grow by 3% annually through 2050 to meet rising demand, with at least 800 GW need...

据港交所文件：锦欣康养产业集团有限公司向港交所提交上市申请书。

Micron secures last piece of land needed for massive chip factory in Clay Syracuse.com

Jerome Maurice/iStock via Getty Images PLTR stock: strong FQ4 met with indiscriminate selling I last analyzed Palantir Technologies (NYSE: PLTR ) on Jan 19, 2026, with an article titled “Palantir: Why Insider Transactions Slowed Drastically Before Q4 Earnings (Rating Upgrade)”. That article served as a preview of its FQ4 2025 earnings report (ER). It was triggered by the insider transactions and rated PLTR as buy. Since then, a few new catalysts have evolved both around PLTR and the overall software sector. The top catalyst in the first category on my list is the updates the companies provided for its 4 th fiscal quarter of 2025. The company released the FQ4 earnings report (ER) on Feb 2, with results beating estimates on both lines and continuing double-digits YOY growth as shown in the next screenshot. Seeking Alpha However, the strong FQ4 results were met with a strong wave of selling in the overall software sector. To wit, the next chart illustrates the price performance of Palantir in comparison to the iShares Expanded Tech-Software Sector ETF ( IGV ) since my last writing. As seen, both experienced a significant downward pullback of similar magnitudes (-23% for PLTR vs. -21% for IGV). Against this background, the goal of this follow-up coverage is to examine these changes more closely. And in the end, my conclusion is that A) the indiscriminate selling of PLTR together with the overall software sector is a mistake because B) it reflects the market is overlooking the ongoing defense supercycle, a cycle that PLTR is uniquely positioned in. Seeking Alpha PLTR stock: the market underestimated the DOD Supercycle I made that same mistake in early 2025 and missed the phase of PLTR’s most fantastic share price rallies. Readers interested in more details can look up this earlier article , and the key points are quoted below for ease of reference. The reason I considered PLTR ’s reliance on government contracts to be negative is that these contracts can fluctuate due to...

Jerome Maurice/iStock via Getty Images PLTR stock: strong FQ4 met with indiscriminate selling I last analyzed Palantir Technologies Inc. ( PLTR ) on Jan 19, 2026, with an article titled “Palantir: Why Insider Transactions Slowed Drastically Before Q4 Earnings (Rating Upgrade)”. That article served as a preview of its FQ4 2025 earnings report (ER). It was triggered by the insider transactions and rated PLTR as a buy. Since then, a few new catalysts have evolved both around PLTR and the overall software sector. The top catalyst in the first category on my list is the updates the companies provided for their 4 th fiscal quarter of 2025. The company released the FQ4 earnings report (ER) on Feb 2, with results beating estimates on both lines and continuing double-digit YOY growth as shown in the next screenshot. Seeking Alpha However, the strong FQ4 results were met with a strong wave of selling in the overall software sector. To wit, the next chart illustrates the price performance of Palantir in comparison to the iShares Expanded Tech-Software Sector ETF ( IGV ) since my last writing. As seen, both experienced a significant downward pullback of similar magnitudes (-23% for PLTR vs. -21% for IGV). Against this background, the goal of this follow-up coverage is to examine these changes more closely. And in the end, my conclusion is that A) the indiscriminate selling of PLTR together with the overall software sector is a mistake because B) it reflects the market is overlooking the ongoing defense supercycle, a cycle that PLTR is uniquely positioned in. Seeking Alpha PLTR stock: the market underestimated the DOD Supercycle I made that same mistake in early 2025 and missed the phase of PLTR’s most fantastic share price rallies. Readers interested in more details can look up this earlier article , and the key points are quoted below for ease of reference. The reason I considered PLTR ’s reliance on government contracts to be negative is that these contracts can fluctuate due...

SweetBunFactory/iStock via Getty Images United Microelectronics ( UMC ) has shaken up its leadership, appointing Jason Wang as its new CEO, while also scrapping its co-president model. UMC shares had declined 3% during early market action on Wednesday. Wang and SC Chien have both served as co-presidents of the Taiwan-based foundry company since 2017. Chien is a long-time veteran at the company, joining in 1989. His focus on technology development led to 176 worldwide patents. Chien will now serve as board chairman for Unimicron Technology, an invested company of the UMC group. "Enhancing our organizational structure to keep pace with the rapidly evolving industry landscape and to position UMC to seize market opportunities has always been a core priority," said UMC Chairman Stan Hung. "The leadership changes announced today will enable UMC to further strengthen execution and raise decision-making efficiency, while ensuring continuity of our strategic direction." UMC's board of directors also appointed Ming Hsu as its new president and chief operating officer. He has served at UMC since 2003, overseeing corporate operation planning across UMC’s globally diversified sites, as well as corporate marketing, customer engineering, and business strategy. More on United Microelectronics United Microelectronics: A Clash Of Expectations And Reality; Reality Wins (Rating Upgrade) United Microelectronics Corporation 2025 Q4 - Results - Earnings Call Presentation United Microelectronics Corporation (UMC) Q4 2025 Earnings Call Transcript United Microelectronics falls amid mixed Q4 results United Microelectronics reports mixed Q4 results; initiates Q1 outlook

Evercore ISI Group Raises Price Target for AMD to $358 | AMD Sto GuruFocus

(RTTNews) - Shares of Intuitive Machines, Inc. (LUNR) are moving down about 15 percent on Wednesday morning trading after the company announced a $175 million strategic equity investment led by global institutional investors, which is expected enhance its ability to win and execu

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Emma Thompson voices the anonymous ‘Van Man’ in a documentary about local people standing their ground against heavy-handed immigration enforcement The extraordinary story of Glasgow’s Kenmure Street uprising in 2021 is retold in this absorbing documentary from film-maker Felipe Bustos Sierra. Kenmure Street is now a location to resonate with London’s Cable Street. An immigration detention van had been sent in to this diverse community on 13 May, the morning of the Muslim festival of Eid, to arrest two men of Indian Sikh background. Maybe that date was pure chance, which protesters could exploit to rally their own side, or maybe it was chosen because the Home Office calculated that the community would be largely at home on this holiday and more vulnerable. Either way, it was a crucial strategic error, consolidating the community view that this was heavy-handed policing against a proud, close-knit Scottish community by the Westminster authorities. Moreover, as the day progressed, the fact that the men would have no legal representation underscored the impression of unfair play. Continue reading...

Analysts’ Top Technology Picks: Nvidia (NVDA), Fidelity National Info (FIS) The Globe and Mail

当地时间25日，英国外交部官员称，英国或“暂停”将查戈斯群岛主权移交给毛里求斯的进程，同时与美国“直接就此进行商讨”。查戈斯群岛位于毛里求斯东北方向约750公里的印度洋西南海域，1965年被割让给英国殖民当局。英国次年把迪戈加西亚岛租给美国建空军基地。2025年5月22日，英国和毛里求斯签署协议，查戈斯群岛主权被正式移交给毛里求斯。根据协议，迪戈加西亚军事基地将由毛里求斯租借给英国和美国。今年1月，美国总统特朗普称英国把查戈斯群岛主权交还给毛里求斯“愚蠢至极”，并借此强调美国控制格陵兰岛的“必要性”。此举引发英方不满。2月18日，特朗普再次反对英国将查戈斯群岛主权移交给毛里求斯。（央视新闻）

Source: Bloomberg, 4:34

S&P Futures Face Make-or-Break Test at 6931 Ahead of NVDA Barchart.com

超级赛道突然引爆。 受津巴布韦暂停出口锂矿的消息刺激，今晚美股开盘后，锂矿股全线大涨，Sigma Lithium一度暴涨超33%，美国雅保一度大涨超10%。消息面上，津巴布韦宣布即日起暂停锂精矿及原矿出口，资源本地化战略落地力度远超预期，该国锂储量达1.26亿吨，是全球主要供应国。 另外，随着人工智能（AI）颠覆性影响的担忧情绪有所消退，美股大型科技股多数走强，英伟达一度涨超1%。目前美股市场正高度关注英伟达将于周三美股盘后（北京时间周四凌晨）发布的季度财报。市场普遍预期，英伟达的业绩将会非常亮眼，且预计英伟达将调高未来几个季度的业绩指引。 锂矿股全线大涨 北京时间2月25日晚间，美股三大指数集体高开，锂矿股全线大涨，Sigma Lithium一度暴涨超33%，截至发稿，涨幅达31.43%，美国雅保大涨超9%，Lithium Argentina AG大涨超6%，智利矿业化工涨超4%。 消息面上，全球第四大锂矿生产国津巴布韦宣布，即日起暂停所有原矿及锂精矿出口，禁令覆盖范围包括已在途货物，暂停措施将持续至另行通知。 该国矿产部部长波利特·坎巴穆拉周三表示，禁令立即生效，解除时间取决于矿企是否满足政府要求，但未给出具体时间表。 这标志着津巴布韦在推进矿产资源本地化加工方面迈出关键一步，该国已启动2026年实现硫酸锂生产的规划。 官方数据显示，津巴布韦锂矿资源储量估计达1.26亿吨，位居全球前列，是非洲最重要的锂矿产区之一。近年来，随着外资大规模涌入开发矿山，津巴布韦迅速崛起为全球锂精矿主要供应国。此次出口禁令将直接影响依赖津巴布韦原料供应的海外精炼企业，全球锂供应链面临重新洗牌。 另外，美股大型科技股多数上涨，特斯拉、博通涨超2%，微软、Meta、甲骨文涨超1%，英伟达、亚马逊涨近1%。美股存储芯片概念股亦全线走强，西部数据大涨超5%，希捷科技大涨超4%，美光科技涨超2%。 当前，美股市场正高度关注全球AI龙头——英伟达即将公布的2025财年第四财季财报，其将直接决定科技股反弹的持续性。 “全球最重要财报”来袭 根据日程安排，美东时间周三美股盘后（北京时间26日凌晨），英伟达将公布备受瞩目的第四季度及全年财报。 在AI质疑论升温的背景下，英伟达这份财报将在很大程度上决定市场对AI前景的判断。 目前华尔街的共识是：英伟达的业绩依然会非常强，预计英伟达还将调高未来几个季度的...