#fab-acquisition

#fab-acquisition

Cursor is nearing a funding round of at least $2 billion, with returning investors Thrive and Andreessen Horowitz expected to lead the financing at a $50 billion valuation. The deal terms are not final and may still change.

Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.

In the high-stakes world of regulated AI, your model is only as good as the person who built it. We are betting on a human-first approach to technology.

Dollar weakness matters enormously for emerging market equities because most of these companies earn revenues in local currencies. When the dollar softens, those earnings translate into more dollars for U.S.-based investors, giving the portfolio a currency tailwind on top of any underlying business performance.

Commvault focuses on data protection and recovery in the event of cyberattacks, ransomware, and system failures for both enterprise environments and cloud providers. Its clients include 3M, Sony, and Hilton.

Within the first days of the year, the BNPL firm rolled out a series of announcements: a rent payments tie-up with Esusu, a bank charter application, debit-card-embedded BNPL through Fiserv, default checkout positioning with Bolt, and integration into QuickBooks invoices.

Awards may be encouraging and occasionally useful for visibility, but they are weak indicators of validation and poor predictors of long-term success. In the longevity and healthspan industry, where timelines are long and claims are easy to overstate, venture capital ultimately follows alignment and evidence, not applause received at glitzy industry events.

However, alongside these tangible indicators sits another layer of value, one that does not always surface cleanly in financial statements and may even remain invisible if it is not properly understood or articulated: Put simply, intangible assets are the non-physical elements a company has built that enable it to generate revenue, scale efficiently, or defend its market position. In technology companies, this typically includes proprietary software, intellectual property, datasets, customer relationships, brand equity, and internal systems or processes.

Caesars operates more than 50 casino and hotel properties under brands including Caesars, Harrah's, and Horseshoe. Despite $11.49 billion in full-year 2025 revenue, the company carries $11.9 billion in aggregate debt and posted a net loss of $502 million for the full year. Its stock sat near $19.70 at the time of its Q4 earnings filing, well below its 52-week high of $31.58.

The ETF holds 50 positions, but the top two dominate in a way that makes the rest almost incidental. Johnson & Johnson carries a 25.4% weight, and Eli Lilly and Company sits at 21.4%. Together they account for roughly 46.8% of the entire fund.

The emergence of so-called "agentic AI," systems that can perform tasks independently and support decisions, plays a central role in this. Two-thirds of respondents believe that there is currently more hype surrounding agentic AI than previous technological developments. At the same time, three-quarters are still discovering how this technology can be used effectively. According to Basware CEO Jason Kurtz, the time for experimentation is over; executives expect concrete results.

Since expenses for external advisers are not reimbursed if a deal falls through, PE firms wait until they are certain of their interest before engaging costly specialists such as consultants from McKinsey, BCG, or Bain to perform extensive commercial research on the market and the target company.