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Bloomberg
Financial

AI to See Massive Adoption 'Unseen' in Previous Tech Cycles, Says Neostellar Principal

American AI companies' performance lead over China narrowed sharply in past months to a record low after labs such as DeepSeek gained ground, threatening US tech supremacy, according to Bloomberg Intelligence. Willy Lee, Principal at Neostellar, offers his view from the VC world when it comes to AI investments and the IPO market.

Leia mais: AI to See Massive Adoption 'Unseen' in Previous Tech Cycles, Says Neostellar Principal
Bloomberg
Financial

Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers

On this episode of Stock Movers: - Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt. - Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey. - SpaceX (SPCX) shares are the most actively traded in the premarket as NASA is close to announcing a bulk purchase of rocket launches to fuel its $30 billion drive to build a permanent base on the moon for humans to live and work. It also made Elon Musk a trillionaire once again.

Leia mais: Google, Constellation Energy Deal; SpaceX Rises on Talks with NASA | Stock Movers