Jane Street Group计划建设并出资兴建自己的数据中心。这家交易巨头正在扩大业务，以跟上对计算能力的需求。 知情人士透露，这家做市商一直在与科技、加密货币和金融行业的企业洽谈，探讨在其现有人工智能（AI）算力投资之外建设一座新设施的可能性。知情人士因谈论非公开信息而要求匿名。 知情人士称，谈判处于早期阶段，该中心的确切容量和地点尚未确定。Jane Street目前已经从达拉斯的一座数据...
Jane Street Group计划建设并出资兴建自己的数据中心。这家交易巨头正在扩大业务，以跟上对计算能力的需求。 知情人士透露，这家做市商一直在与科技、加密货币和金融行业的企业洽谈，探讨在其现有人工智能（AI）算力投资之外建设一座新设施的可能性。知情人士因谈论非公开信息而要求匿名。 知情人士称，谈判处于早期阶段，该中心的确切容量和地点尚未确定。Jane Street目前已经从达拉斯的一座数据中心获得部分算力，并与CoreWeave Inc．等云服务提供商建立了合作关系。 Jane Street发言人不予置评。 由于AI数据中心容量需求爆发，曾经由少数科技巨头主导的云计算市场，已扩展至众多规模较小的参与者，其中一些曾是加密货币矿企，可向争抢算力的买家出租AI芯片。 Jane Street的追求与私募股权在AI数据中心市场的投资方式不太一致，更多是为了自用而建设。两位知情人士称，该公司可能利用这一设施训练内部AI模型，用于预测资产未来价格等功能。 “人们有很多创新、实验和新想法，但这些都受制于我们现有的算力规模，”Jane Street技术联席主管Ron Minsky上月在YouTube视频中表示。 Jane Street成立于2000年，既处理投资者交易，也用自有资金下注。成立以来，它已经建立起在数秒内处理数千笔交易的运营能力，与其他高频交易公司类似；同时也通过持有某些头寸数小时、数天甚至数周来获利。 一些知情人士称，对于这座新数据中心，Jane Street正在接触潜在合作方，寻求约100至200兆瓦的额外容量。 责任编辑：江学思
Comparing JPMorgan BetaBuilders U.S. Small Cap Equity ETF (CBOE:BBSC) and Vanguard Small-Cap ETF (NYSEMKT:VB) reveals distinct choices in cost and diversification for investors seeking exposure to smaller American companies. Both funds provide a path into the U.S. small-cap market, yet they differ in their construction and scale. BBSC targets the 95th to 99th percentiles of market capitalization, ...
Comparing JPMorgan BetaBuilders U.S. Small Cap Equity ETF (CBOE:BBSC) and Vanguard Small-Cap ETF (NYSEMKT:VB) reveals distinct choices in cost and diversification for investors seeking exposure to smaller American companies. Both funds provide a path into the U.S. small-cap market, yet they differ in their construction and scale. BBSC targets the 95th to 99th percentiles of market capitalization, while VB tracks a broad index to capture a diversified group of small companies. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Ciena CEO Gary Smith joins Bloomberg Open Interest to discuss why AI networking demand is accelerating and why the AI infrastructure boom is fundamentally different from the dot-com bubble. He also outlines where enterprise AI adoption could unlock the next phase of growth. (Source: Bloomberg)
Ciena CEO Gary Smith joins Bloomberg Open Interest to discuss why AI networking demand is accelerating and why the AI infrastructure boom is fundamentally different from the dot-com bubble. He also outlines where enterprise AI adoption could unlock the next phase of growth. (Source: Bloomberg)
The central bank conducted no seven-day reverse repurchase operations on Wednesday and Thursday. Photo: VCG The People’s Bank of China has halted daily short-term liquidity injections for two straight sessions, a technical move analysts say reflects ample cash in the banking system rather than a shift toward monetary tightening. The central bank conducted no seven-day reverse repurchase operations...
The central bank conducted no seven-day reverse repurchase operations on Wednesday and Thursday. Photo: VCG The People’s Bank of China has halted daily short-term liquidity injections for two straight sessions, a technical move analysts say reflects ample cash in the banking system rather than a shift toward monetary tightening. The central bank conducted no seven-day reverse repurchase operations on Wednesday and Thursday, after cutting the size of such operations to 11 billion yuan ($1.6 billion) on Monday and just 200 million yuan on Tuesday. As earlier operations matured, the reductions resulted in net daily liquidity withdrawals of 247 billion yuan, 248.8 billion yuan, 177.6 billion yuan and 101.3 billion yuan over the four trading days.
Shares of EHang Holdings ( EH ) fell more than 6% after UBS downgraded the Chinese eVTOL developer to Neutral from Buy, citing slower-than-expected commercialization of its passenger-carrying aircraft and lowering its price target to $11.10 from $21.00. In a research note, UBS said two key issues prompted the downgrade. First, commercial operations for EHang's electric vertical takeoff and landing...
Shares of EHang Holdings ( EH ) fell more than 6% after UBS downgraded the Chinese eVTOL developer to Neutral from Buy, citing slower-than-expected commercialization of its passenger-carrying aircraft and lowering its price target to $11.10 from $21.00. In a research note, UBS said two key issues prompted the downgrade. First, commercial operations for EHang's electric vertical takeoff and landing (eVTOL) aircraft in Hefei and Guangzhou remain dependent on government approvals, with no clear timeline for broader deployment. Second, EHang revised its 2025 revenue downward by ~RMB90M, or 18%, after reassessing revenue recognition for certain transactions. While UBS continues to view EHang as a leader in China's passenger eVTOL market, the firm cut its 2026-2028 shipment and revenue forecasts by 50% to 70%. The bank now expects the company to reach breakeven in 2029-2030, versus its previous forecast of 2026-2027, and estimates revenue projections remain 30%-50% below consensus expectations. UBS noted that China's eVTOL market could eventually reach RMB3B by 2030, driven primarily by sightseeing and tourism applications, and believes EHang could still capture more than 50% market share due to its first-mover advantage and regulatory certifications. Despite the downgrade, UBS highlighted progress overseas, including test flights in Thailand and plans to deliver 100 aircraft to 20 approved operating zones there in 2026. However, the firm said investor sentiment remains weak until commercial operations scale more meaningfully and regulatory approvals are secured. More on EHang EHang: From Bleeding On Paper To Thriving In Reality EHang Holdings Limited 2025 Q4 - Results - Earnings Call Presentation EHang Holdings Limited (EH) Q4 2025 Earnings Call Transcript EHang GAAP EPADS of $0.02 beats by $0.12, revenue of $34.9M beats by $6.86M Seeking Alpha’s Quant Rating on EHang
The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) , the Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) , and the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) have more than $280 billion in combined assets under management (AUM). That's half of all assets currently held in U.S. dividend ETFs. Everybody knows about these ETFs. A lot of people have them in their portfolios. But that also mean...
The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) , the Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) , and the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) have more than $280 billion in combined assets under management (AUM). That's half of all assets currently held in U.S. dividend ETFs. Everybody knows about these ETFs. A lot of people have them in their portfolios. But that also means some equally strong strategies can go unnoticed. One of those belongs to the WisdomTree U.S. Quality Dividend Growth ETF (NASDAQ: DGRW) . Continue reading
Dan Schulman, CEO at Verizon discusses AI-led transformation, customer growth and operational strategy with Bloomberg’s Tom Giles at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
Dan Schulman, CEO at Verizon discusses AI-led transformation, customer growth and operational strategy with Bloomberg’s Tom Giles at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)
Gargolas/iStock via Getty Images CMS Energy ( CMS ) is little changed in Thursday's trading as Jefferies downgrades the Michigan-based utility to Hold from Buy with a $74 price target, cut from $88, saying the surprise departure of CFO Rejji Hayes and other factors may weigh on investor confidence. CMS ( CMS ) said Wednesday that Hayes is retiring as CFO, effective immediately, to be succeeded by ...
Gargolas/iStock via Getty Images CMS Energy ( CMS ) is little changed in Thursday's trading as Jefferies downgrades the Michigan-based utility to Hold from Buy with a $74 price target, cut from $88, saying the surprise departure of CFO Rejji Hayes and other factors may weigh on investor confidence. CMS ( CMS ) said Wednesday that Hayes is retiring as CFO, effective immediately, to be succeeded by Senior VP Sri Maddipati, "represents a further headwind for shares working to return to a premium valuation," according to Jefferies analyst Julien Dumoulin-Smith. "The departure of a top-decile CFO leaves us less confident in the ability for CMS to regain its premium relative valuation," the analyst says, and "correctly or incorrectly, investors will view the CFO transition as leading to a higher probability of an unfavorable EPS rebasing with a potential NorthStar divestiture." "The unexpected departure comes at a very vulnerable time for the stock," Dumoulin-Smith says, with "investor confidence at a multi-year low with concerns on the absence of data center announcements, NorthStar potential asset sale/EPS reset, upcoming Michigan elections, and comparison to peer DTE on annual electric rate cases." More on CMS Energy CMS Energy: No Headlines, No Hype, Just 6-8% Growth And A $24 Billion Plan CMS Energy: Let This Utility Light Up Your Portfolio With Gains CMS Energy Q1 2026 Earnings Call Presentation
The US Education Department says hundreds of colleges face financial distress and many won't survive the decade. Under Secretary Nicholas Kent join Bloomberg Open Interest to explain why the administration wants to speed up college mergers, defend private capital's role in higher education, and use AI-driven efficiencies to help lower costs for students and families. (Source: Bloomberg)
The US Education Department says hundreds of colleges face financial distress and many won't survive the decade. Under Secretary Nicholas Kent join Bloomberg Open Interest to explain why the administration wants to speed up college mergers, defend private capital's role in higher education, and use AI-driven efficiencies to help lower costs for students and families. (Source: Bloomberg)
Poke, the startup that lets people use AI agents through simple text messages, has become the first AI agent approved for Apple’s Messages for Business platform.
Poke, the startup that lets people use AI agents through simple text messages, has become the first AI agent approved for Apple’s Messages for Business platform.
Zelensky Pens Lengthy Letter To Putin: 'Enough Of War, I Am Proposing A Meeting' On Thursday Ukrainian President Volodymyr Zelensky proposed a face-to-face meeting with Vladimir Putin in a rare open letter sent to the Russian leader. It said Ukraine is also ready for a "full ceasefire." "Ukraine proposes ending this war through direct engagement between us - and you. I am proposing a meeting ," Ze...
Zelensky Pens Lengthy Letter To Putin: 'Enough Of War, I Am Proposing A Meeting' On Thursday Ukrainian President Volodymyr Zelensky proposed a face-to-face meeting with Vladimir Putin in a rare open letter sent to the Russian leader. It said Ukraine is also ready for a "full ceasefire." "Ukraine proposes ending this war through direct engagement between us - and you. I am proposing a meeting ," Zelensky said in the letter. "Ukraine is ready for a full ceasefire for the duration of the negotiations," he added. The letter, which is somewhat lengthy at one point says, "The choice is yours now. Enough of war " and then spells out that "Ukraine proposes to end this war." "This must be done honestly, with dignity, and with guarantees that the war will not be reignited," Zelensky added. And then interestingly, "We see that the United States is fully focused on the issue of Iran, and it would be wrong to simply wait until the war in Europe returns to the center of its attention . " via AP/The Hill The new letter was issued just Europe's most influential powers of Germany, France, and the United Kingdom are trying to again jump-start Ukraine war peace talks, collectively operating as the E3 group. They seek to implement a new framework aimed at engaging Russian President Vladimir Putin in direct negotiations to end the war. Reuters on Wednesday reports that "A window for dialogue is slowly opening between Russia and Europe on Ukraine, although it is likely to be months before talks can begin, a German government official said at a briefing on Wednesday." It seems this window of opportunity is based to some degree on perceptions that the war tide and momentum is finally shifting in Ukraine's favor, given the increasing effectiveness of Ukraine's devastating cross-border drone attacks of late. European leaders apparently view the current battlefield and political dynamics as having strengthened Kiev's bargaining position, creating what they believe is the optimal moment to p...