Ir para o conteúdo principal

Australia Últimas notícias

Bloomberg
Financial

Magnetar Founder on AI's Impact on Investors' Mindsets

Alec Litowitz, Founder of Magnetar and now head of his family office, Qstar Capital, discusses his new book, "The Adaptability Quotient," which focuses on decision-making when old strategies stop working. He links the book's themes to his experience at Magnetar, saying the firm looked for periods of rapid change because uncertainty often drives others away and creates opportunity for those first able to resolve it. He speaks with Romaine Bostick on "The Close."

Leia mais: Magnetar Founder on AI's Impact on Investors' Mindsets
Bloomberg
Financial

Skylar CIO: AI & Power Story Will Play Out Over Years

Bill Perkins discusses a new ETF built around short-dated electricity futures in PJM and ERCOT, saying it gives investors direct exposure to power pricing rather than to utilities themselves. He argues the product is timely because electricity demand is expected to grow, driven by manufacturing reshoring, data centers, and the broader AI buildout. He speaks with Romaine Bostick on "The Close."

Leia mais: Skylar CIO: AI & Power Story Will Play Out Over Years
Bloomberg
Financial

Alger EVP: Still Massive Opportunity for AI

Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, says political backlash around AI infrastructure could become a future constraint on data center and chip buildout, though it has not yet materially slowed projects. She argues that much of the opposition is driven by misinformation and that the key risk for investors is confusion, which can create volatility. She speaks with Romaine Bostick & Sally Bakewell on "The Close."

Leia mais: Alger EVP: Still Massive Opportunity for AI