CNBC Top News
중도 성향
IT/기술
Bitcoin is cratering, but a new Wall Street crypto hype is on the rise
As bitcoin dropped to its lowest price since 2024, investors flock to a new type of crypto investment linked to the hyperliquid platforms, HYPE ETFs.
IT/기술 · "INVESTMENT" · 총 110건
필터 보기현재 지수
50.3
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 81,012건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 3,955건(4.9%)·중립 75,154건(92.8%)·부정 1,903건(2.3%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 14.6(중도 균형)입니다.
As bitcoin dropped to its lowest price since 2024, investors flock to a new type of crypto investment linked to the hyperliquid platforms, HYPE ETFs.
Warren Buffett tells CNBC's Becky Quick new Berkshire Hathaway CEO Greg Abel has "launched" with his first major deal.
A significant shift is underway in the AI race, with top Chinese scientists returning home from the US. Tightening American immigration policies and China's substantial investments in research and incentives are luring elite talent back. This exodus brings valuable AI expertise, including the pursuit of Artificial General Intelligence, to Chinese tech giants, potentially reshaping the global AI landscape.
KARACHI: Quantum Global Data Centre (QGDC), a venture of the Gul Ahmed Energy Group, announced plans on Thursday to develop Pakistan’s largest Tier III data centre, which is expected to become operational in 2027 with an initial investment of $230 million, Bloomberg reported. The project’s investment could rise to $600 million over the next three to four years. The announcement came as QGDC signed a strategic partnership agreement with Huawei Pakistan to develop the facility and a science and technology park to support Pakistan’s digital transformation, according to the press release. Speaking at the Q Summit, QGDC Chairman Danish Iqbal said that, although Pakistan was still in the early stages of AI adoption, it was already spending between $700m and $800m annually, warning that demand for computing power would rise sharply in the coming years. “Right now, with this minimal AI, we haven’t even started,” he said. “For our economies to grow, we need to go to very high AI compute. And that compute, without data centres, we will not be able to do.” He warned that Pakistan could end up importing billions of dollars’ worth of computing capacity and data services if domestic infrastructure is not developed. “We are at that stage that if we don’t take this chance right now, we will miss this boat,” Mr Iqbal said. “And this will be a very costly boat, which we will not be able to build.” He said the country’s local demand for data centre capacity was already significant and would continue to increase as businesses, hospitals, educational institutions and digital services migrate to cloud-based systems. Speakers at the summit argued that investment in digital infrastructure could have an outsized economic impact. Published in Dawn, June 6th, 2026
OpenAI CEO Sam Altman is reportedly in talks with the Trump administration about donating company shares to the US government. This move aims to establish a public investment fund, similar to OpenAI's "Public Wealth Fund" proposal, allowing citizens to benefit from AI's economic growth.
Global cloud software company Teradata has told its 5,100 employees they will not receive annual salary raises this year as it redirects funds toward AI investments. The post Chips over People: Cloud Software Company Freezes Annual Salaries to Fund AI Investment appeared first on Breitbart.
Amazon engineers have voiced concerns over the company's massive AI infrastructure investments alongside significant layoffs. Speaking at a Seattle City Council hearing, they highlighted the irony of building data centers to power AI that replaces human jobs. This led to a yearlong ban on new data center construction in Seattle, allowing time for new regulations.
Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, tackles the AI boom.
According to the Russian Direct Investment Fund CEO, Russian energy can be 3-4 times cheaper than other energy sources
Blackstone-backed AirTrunk plans a massive Rs 3 lakh crore investment in India by 2030 to boost digital infrastructure, including data centres and AI capacity. Prime Minister Modi welcomed the move, highlighting its potential to strengthen India's global position in cloud computing and AI, create jobs, and drive innovation-led growth.
Walmart shareholders rejected a proposal urging the retail giant to report on AI's impact on employee well-being. The investor group United for Respect sought details on how Walmart measures AI's effects on jobs, pay, and training. Despite Walmart's significant AI investments, the company stated existing disclosures suffice, leading to the proposal's defeat.
Midnight Labs, an AI company focused on intellectual property protection in the entertainment industry, has secured an investment from Sony’s Innovation Fund to help bolster its efforts to combat piracy and deepfakes plaguing entertainment companies and content creators in the U.S. and Japan. A Midnight Labs spokesperson did not disclose how much the company had […]
Nisha Dua of BBG Ventures tells Business Insider's Melia Russell how AI is changing the investment landscape, and how she uses AI herself.
OpenAI's CEO Sam Altman revealed businesses are grappling with escalating AI costs, with some customers exhausting annual budgets early. This surge in spending, driven by increased AI adoption and agent usage, is prompting companies to reassess their investments. Altman acknowledges the need for greater efficiency to balance expanding AI use with operational expenses.
The ride-hailing company made an unreported follow-on investment in Nuro larger than its first, with remaining funds tied to driverless testing and passenger milestones
Grimes County commissioners voted 4-1 to approve a 100% property tax abatement and reinvestment zone for SpaceX's proposed semiconductor facility
When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won’t be only to meet top memory chip and robotics executives, but to throw the first pitch at a baseball game and appear on a TV talk show. While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea’s critical position in the AI landscape. Samsung Electronics and SK Hynix between them make about 70 per cent of the memory needed for AI chips like Nvidia’s. And the country’s strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. “Nvidia’s dependence on South Korean suppliers is rising,” Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note. Huang “needs a manufacturing site for physical AI”, Kim said. “South Korea is emerging as a perfect testbed.” Asia’s fourth-largest economy is also a major Nvidia customer, with the Silicon Valley-based company announcing in October that it would supply more than 260,000 of its most advanced AI chips to the government and some of the country’s biggest businesses. Analysts and investors say South Korea’s importance has been magnified after trade frictions spoiled sales of the most advanced semiconductors to China. “South Korean companies are running high-end factories, which need a lot of these kinds of chips,” said Seung-yub Lee, a fund manager at Seoul-based Quad Investment Management. President Lee Jae Myung has vowed to make AI investment a top policy priority, aiming to turn South Korea into one of the world’s top three AI powers amid a broader push to counter the economic impact of a shrinking population. “Korea is a critical part of our ecosystem,” Huang told reporters at a dinner with South Korean tech executives on Monday in Taipei, the first day of the annual, industry-defining Computex trade show. He highlighted robotics when asked where Nvidia could invest, because “Korea is a manufacturing country, and Korea has a population limit”. “We have a lot to do together,” he said. Huang’s plans clearly include courting the country’s 50 million-strong population. He will appear on one of South Korea’s most popular talk shows, “You Quiz on the Block”, which its production company, CJ ENM, likens to the Jimmy Fallon Show in the US. And he will don a Doosan Bears jersey to throw the first pitch at Sunday’s home game against the Kiwoom Heroes, with Doosan Group Chairman Park Jeong-won acting as the ceremonial first batter. Arms of chaebol Doosan develop robots and make materials used in Nvidia’s Blackwell chips. Park Ju-gun, head of corporate analysis firm Leaders Index, said Huang learned a lesson from his visit in October, when a meeting over chicken and beer with the chiefs of Samsung Electronics and Hyundai Motor at a Kkanbu Chicken outlet generated a big media buzz. Huang was coy when asked by Reuters which South Korean executives he would meet this time, but food will again be a feature. According to local media, he may have a Korean barbecue dinner in Seoul’s trendy Sungsu area with executives from SK Group, Hyundai Motor and LG Group. Reuters has reported likely meetings with LG Group Chairman Koo Kwang-mo and executives at South Korea’s top online platform, Naver.
As geopolitical headwinds make it tougher for equity investors to make money, Dalal Street’s top voice Nilesh Shah, managing director of Kotak Mahindra Asset Management, told a gathering of HNI investors at the ET Alpha Wealth Summit on Thursday that there are four specific investment structures which deserve a place in most portfolios right now.Shah’s first recommendation was the Special Investment Fund, or SIF, a structure that marks a meaningful shift in what is available to Indian investors. Shah noted that the mutual fund industry has, until now, been a long-only business but the SIF changes that. These are long-short, absolute return-oriented funds, designed to generate returns regardless of market direction rather than simply riding the equity tide.The second vehicle Shah flagged is performing credit AIFs. His reasoning was grounded in a simple supply-demand observation that for corporate settlements today, capital is not available from banks, mutual funds, or insurance companies.As institutional lenders have stepped back, borrowers are plenty and lenders very few. Amid this imbalance, Shah said the need is real and returns are attractive. Performing credit AIFs, which lend into this gap, are positioned to benefit directly from the scarcity of competing capital.https://youtube.com/shorts/Xa4AcXFg8hA?feature=shareThe third idea was REITs, and here Shah introduced a timing element. Over the last three years, REITs have delivered index-level returns of around 13.5%. But with interest rates rising, he suggested that the next six to nine months may present an opportunity to enter at better prices. Rising rates typically compress REIT valuations in the near term, and Shah framed any such correction as a potential entry point rather than a risk to avoid. Beyond the return potential, he positioned REITs as a portfolio diversification tool as the asset class behaves differently from equities and fixed income, and that is still underrepresented in most Indian investor portfolios.The fourth recommendation addressed global diversification but came with an important caveat. Mutual fund industry limits for overseas investment are currently full, which means the conventional route for Indian investors to access global markets through domestic mutual funds is closed. Shah pointed to Gift City as the workaround. Structures domiciled there allow investment under the Liberalised Remittance Scheme, and in his view, these Gift City-based LRS products are the practical path for investors who want global exposure while the mutual fund window remains shut.Across all four — the SIF, performing credit AIFs, REITs, and Gift City products — Shah's underlying argument was the same: in a volatile period, the portfolio needs instruments that can generate positive returns through means other than a rising equity market.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Groundbreaking ceremony for Outsourced Semiconductor Assembly and Test facility proposed at Tarluvada is scheduled for June 8; the facility envisages investment of ₹2,387.81 crore and is expected to generate 1,000 jobs;