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Bloomberg

Goldman Sachs Says Hyperscalers Are 'Well-Positioned'

Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, says the levered positioning toward semiconductors got a bit "extreme" and that the trend is reversing. "The hyperscalers are quite well-positioned right now because they still own a lot of the infrastructure," Mueller-Glissmann tells Bloomberg Television.

Leia mais: Goldman Sachs Says Hyperscalers Are 'Well-Positioned'
Bloomberg

Aselsan CEO Says Global Defense Orders Are Surging

Turkey's $37 billion state-run defense contractor Aselsan Elektronik Sanayi ve Ticaret AS said international orders have doubled in the past year on the back of demand fueled by the conflicts in Ukraine and the Middle East. Aselsan CEO Ahmet Akyol spoke Tuesday with Bloomberg's Annmarie Hordern at the NATO Summit in Ankara, Turkey.

Leia mais: Aselsan CEO Says Global Defense Orders Are Surging
Bloomberg

Bain Capital's Pagliuca on AI, Quantum Computing, Sports Valuations

A clutch of growing industries, including artificial intelligence, are the key focus of investment for Bain Capital LP Senior Adviser Steve Pagliuca. He says AI is entering a 10-to-20-year growth phase as it shifts from theoretical applications to physical deployment across sectors. The Boston Celtics co-owner owner also talks about the rising valuations of professional franchises with Bloomberg's Michelle Davis on the sidelines of the Allen & Co Inc. conference in Sun Valley, Idaho. They spoke on Tuesday.

Leia mais: Bain Capital's Pagliuca on AI, Quantum Computing, Sports Valuations