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Kerrisdale Capital bets on Regal Rexnord as hidden AI play with 100% upside potential

Activist investor Kerrisdale Capital disclosed a long position in Regal Rexnord, arguing the industrial manufacturer has transformed into an AI infrastructure play through strategic acquisitions. The firm sees the stock rallying 100% or more as data center demand accelerates and the market recognizes its growing exposure to robotics and industrial automation.

Business2 sources

Kerrisdale Capital bets on Regal Rexnord as hidden AI play with 100% upside potential

Business2 sources

Microsoft stock plunges 17% in June as AI concerns wipe out $570 billion in market value

Microsoft is heading toward its steepest monthly decline since the dot-com crash, with shares falling 17% in June. Investor concerns over AI spending and the rising costs of AI infrastructure have erased more than $570 billion in market value, despite the company reporting strong earnings and continued revenue growth.

Business2 sources

Microsoft stock plunges 17% in June as AI concerns wipe out $570 billion in market value

Business2 sources

Momenta IPO seeks $752M in Hong Kong to fuel AI research and robotaxi expansion

GM-, Toyota- and Mercedes-backed Momenta has launched its Hong Kong IPO targeting up to $752 million, valuing the self-driving software firm at nearly $9 billion. The company plans to allocate 60% of proceeds to AI research and development, with another 20% earmarked for robotaxi rollout as it competes in China's crowded autonomous vehicle market.

Startups2 sources

Momenta IPO seeks $752M in Hong Kong to fuel AI research and robotaxi expansion

Startups2 sources

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO with unusual investor terms

Baidu's AI chip subsidiary Kunlunxin is pursuing a Hong Kong IPO at a $50 billion valuation, up 17 times from December's $3 billion funding round. In an unusual move, prospective investors are being asked to commit to purchasing semiconductors worth three to seven times their share subscription, blurring the line between shareholder and customer amid warnings of AI investment excess.

Business6 sources

Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO with unusual investor terms

Business6 sources

Onsemi acquires Synaptics in $7 billion all-stock deal to dominate physical AI and edge markets

Onsemi announced a $7 billion all-stock acquisition of Synaptics, marking the chipmaker's largest deal to date. The strategic move combines Onsemi's intelligent power and sensing capabilities with Synaptics' edge AI hardware and connectivity solutions. The Onsemi Synaptics deal aims to capture the emerging physical AI market, where systems sense, decide, and act in real time across automotive, robotics, and industrial applications.

Business7 sources

Onsemi acquires Synaptics in $7 billion all-stock deal to dominate physical AI and edge markets

Business7 sources

Anthropic Salaries Reach $1.38 Million as AI Talent War Drives Unprecedented Compensation Packages

Anthropic is paying technical staff up to $1.38 million in base salary alone, according to recent H-1B visa filings. The eye-popping figures highlight the intense competition for top AI talent as companies like OpenAI, Google, and Meta compete for skilled researchers and engineers. These numbers exclude bonuses and stock options, meaning total compensation could be significantly higher.

Business3 sources

Anthropic Salaries Reach $1.38 Million as AI Talent War Drives Unprecedented Compensation Packages

Business3 sources

OpenAI leans toward 2027 IPO as SpaceX volatility and valuation concerns reshape public listing timeline

OpenAI is reportedly delaying its highly anticipated initial public offering until 2027, citing market volatility and SpaceX's post-IPO stumble. CEO Sam Altman refuses to accept any valuation below $1 trillion, while the company grapples with heavy spending, slowing user growth, and government scrutiny over its upcoming GPT-5.6 model release.

Business14 sources

OpenAI leans toward 2027 IPO as SpaceX volatility and valuation concerns reshape public listing timeline

Business14 sources

General Intuition raises $320 million to build AI models that act in the physical world

General Intuition, a frontier AI lab, has secured $320 million in funding led by Khosla Ventures, with participation from Jeff Bezos and General Catalyst. The startup is training large action models using billions of gameplay clips from Medal's 17 million monthly users, aiming to create AI systems that can perceive environments and take real-time actions in both virtual and physical spaces.

Startups2 sources

General Intuition raises $320 million to build AI models that act in the physical world

Startups2 sources

Airwallex hits $11 billion valuation as fintech pivots to autonomous finance run by AI agents

Airwallex raised $320 million at an $11 billion valuation, marking a 38% jump in just six months. The global payments firm is betting heavily on autonomous finance and agentic commerce, launching two AI-native products designed to automate corporate finance functions and enable AI agents to transact on behalf of users. The move positions Airwallex in a competitive race against Stripe, OpenAI, and other major players building payment infrastructure for the emerging agentic economy.

Startups5 sources

Airwallex hits $11 billion valuation as fintech pivots to autonomous finance run by AI agents

Startups5 sources

DeepSeek launches massive hiring spree to double workforce after $7.4 billion funding round

Chinese AI company DeepSeek announced plans to double the size of all departments following a $7.4 billion fundraising round. The hiring push targets technical and engineering talent as the company shifts from pure research toward commercialization, intensifying China's AI talent war with rivals like ByteDance and Xiaomi actively poaching staff.

Startups5 sources

DeepSeek launches massive hiring spree to double workforce after $7.4 billion funding round

Startups5 sources

Scaled Cognition raises $100M from Khosla to eliminate AI hallucinations with new architecture

Scaled Cognition, a Mountain View AI lab, has secured $100 million in Series A funding led by Khosla Ventures at a $750 million valuation. The startup claims its Agentic Pretrained Transformer model eliminates hallucinations by engineering reliability into the architecture, not bolting it on afterward. Fortune 500 companies in finance, healthcare, and insurance are already using the system.

Startups2 sources

Scaled Cognition raises $100M from Khosla to eliminate AI hallucinations with new architecture

Startups2 sources

Micron Technology overtakes Meta in market value as AI infrastructure demand accelerates

Micron Technology surpassed Meta Platforms in market capitalization for the first time, reaching $1.393 trillion after shares surged 18.5%. The memory chip manufacturer's strong fourth-quarter forecast and $22 billion in customer commitments signal robust AI infrastructure demand and growing investor confidence in the AI revolution.

Business3 sources

Micron Technology overtakes Meta in market value as AI infrastructure demand accelerates

Business3 sources

Central banks warn AI bubble could trigger global recession as Big Tech spending hits $1 trillion

The Bank for International Settlements has raised alarms about the AI bubble, comparing current AI exuberance to the dotcom boom and historical investment manias. With hyperscalers set to spend over $1 trillion on AI in 2026, central bankers warn that disappointing returns could trigger an AI investment bust with severe macroeconomic risks of AI affecting financial stability worldwide.

Policy18 sources

Central banks warn AI bubble could trigger global recession as Big Tech spending hits $1 trillion

Policy18 sources

Alan raises €480M led by Prosus at €5.5 billion valuation for AI-driven prevention insurance

French insurtech Alan has secured €480M in Series G funding led by Prosus at a €5.5 billion valuation, just three months after its previous round. The Paris-based company is reshaping health insurance with AI-driven prevention, bundling health cover, care navigation, and wellbeing services into a single platform that acts before illness strikes.

Startups2 sources

Alan raises €480M led by Prosus at €5.5 billion valuation for AI-driven prevention insurance

Startups2 sources

Runpod raises $100M at $1 billion valuation as AI developers scramble for computing power

Runpod has raised $100M in Series A funding led by Summit Partners, achieving a $1 billion valuation—a tenfold jump in under two years. The cloud startup rents AI computing power to over one million developers, offering a full-cycle platform for experimentation, training, and deployment. The company rejected buyout offers worth more than $500M to stay independent.

Startups2 sources

Runpod raises $100M at $1 billion valuation as AI developers scramble for computing power

Startups2 sources

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