Articles for : Jefferies
United States
TECHNOLOGY
Amazon renforce ses investissements dans l'IA, engageant des milliards dans les services cloud
Short summary
Amazon dépensera plus de 100 milliards de dollars dans ses services cloud pour la société d'IA Anthropic, soulevant des questions sur la rentabilité malgré la demande massive pour les infrastructures d'IA.
ECONOMY
Australian Data Centre Giant AirTrunk Eyes $1.5 Billion IPO in Singapore
Short summary
Australian data centre firm AirTrunk, owned by Blackstone, plans a $1.5 billion IPO in Singapore, aiming to list its Asia-Pacific assets on the public market.
United States
ECONOMY
Nike shares hit 11-year low after forecasting sales decline
Short summary
Nike's stock dropped to an 11-year low after predicting a sales decrease, signaling a longer-than-expected turnaround and raising investor concerns.
TECHNOLOGY
Analysts Bullish on Microsoft for AI Infrastructure, Price Targets Raised
Short summary
Analysts maintain buy ratings on Microsoft, citing its strong AI infrastructure and monetization potential across Azure and Microsoft 365.