MongoDB shares are down 20% in extended trading, after the database software company gave a full-year revenue forecast that is weaker than expected. It also gave an outlook for adjusted first-quarter earnings that is below the analyst consensus: BBG
NY Fed President John Williams with a speech that marks to market his outlook, one that has few changes from recent commentary out of Fed leadership:
Labor market has shown “promising signs of stabilization.”
Despite a “lack of headway” on inflation, there are “some encouraging trends” including no significant second-round effects on tariffs, no supply-chain bottlenecks, stable wage growth, inflation expectations that are consistent with the Fed’s target, and underlying inflation ex-imported goods “moving in the right direction.”
Fed policy is “well positioned” and if inflation follows “the path I expect,” then further rate cuts “will eventually be warranted.”
Labor market has shown “promising signs of stabilization.”
Despite a “lack of headway” on inflation, there are “some encouraging trends” including no significant second-round effects on tariffs, no supply-chain bottlenecks, stable wage growth, inflation expectations that are consistent with the Fed’s target, and underlying inflation ex-imported goods “moving in the right direction.”
Fed policy is “well positioned” and if inflation follows “the path I expect,” then further rate cuts “will eventually be warranted.”
Forwarded from [삼성 이영진] 글로벌 AI/SW
앤스로픽, ARR 190억 달러 돌파 보도
: 앤스로픽의 과거 ARR은 12월 말 90억 달러 → 2월 중순 시리즈 G 발표 당시 140억 달러
: 오픈AI의 12월 말 ARR은 200억 달러
: Claude Code 포함 제품에 대한 견조한 수요. 국방부 갈등 이후 미국 앱스토어 1위 달성 등 유저 급증
https://t.me/Samsung_Global_AI_SW
: 앤스로픽의 과거 ARR은 12월 말 90억 달러 → 2월 중순 시리즈 G 발표 당시 140억 달러
: 오픈AI의 12월 말 ARR은 200억 달러
: Claude Code 포함 제품에 대한 견조한 수요. 국방부 갈등 이후 미국 앱스토어 1위 달성 등 유저 급증
https://t.me/Samsung_Global_AI_SW
Forwarded from Ian's Intel
A GROUP FROM COINBASE, INCLUDING CEO BRIAN ARMSTRONG, VISITED THE WHITE HOUSE TODAY, PER THREE PEOPLE FAMILIAR WITH THE MEETING: ELEANOR TERRETT
SOURCE
SOURCE
Forwarded from Pluto Research
뭐 이 짓을 안했으면 연기금도 쿠션이 있어서 구조대 진작 더 많이 투입했을건데, 그런 짓을 안했고 걍 질러질러 마인드였기 때문에 쿠션도 덜함
시장논리가 아니라 정치논리로 했으니 대가를 달게 받아야 할 뿐
https://news.einfomax.co.kr/news/articleView.html?idxno=4397907
시장논리가 아니라 정치논리로 했으니 대가를 달게 받아야 할 뿐
https://news.einfomax.co.kr/news/articleView.html?idxno=4397907
연합인포맥스
[연기금 국내주식] 목표비중 훌쩍 넘겨도 안 판다…'버티기' 돌입
올해 목표비중·허용범위 확대…국내주식 매도 압박 해소 지난해 말부터 국내 주요 연기금과 공제회들의 국내주식 보유비중이 목표비중을 훌쩍 넘긴 상태를 유지하고 있는 것으로 확인된다.일부는 올해부터 국내...
Forwarded from 선수촌
Telegram
갱생코인
아아...
Forwarded from Tree News (Tree News Bot)
*IRAN OPERATIVES MADE OFFER TO DISCUSS TERMS FOR ENDING WAR: NYT: BBG
Forwarded from Ian's Intel
KRAKEN BECOMES FIRST CRYPTO FIRM TO WIN ACCESS TO FED’S CORE PAYMENTS SYSTEM: WSJ
KRAKEN SAYS IT HAS WON MASTER ACCOUNT AT FEDERAL RESERVE
APPROVAL GIVES KRAKEN DIRECT ACCESS TO FEDWIRE INTERBANK PAYMENT SYSTEM
SOURCE
KRAKEN SAYS IT HAS WON MASTER ACCOUNT AT FEDERAL RESERVE
APPROVAL GIVES KRAKEN DIRECT ACCESS TO FEDWIRE INTERBANK PAYMENT SYSTEM
SOURCE