markets
관점별 · 4 시각 이번 호 전체
Reports the June 22 listing as mostly symbolic, both firms say they have cut Chinese inputs; notes the accompanying 46-company procurement ban covering Lockheed, Raytheon and Boeing Defense.
“The curbs are mostly symbolic, as both firms say they have largely cut off Chinese supplies.”
Notes the ~€20bn ($23bn) target valuation, roughly double the €11.7bn it hit in September when ASML invested €1.3bn for an 11% stake to become its largest shareholder.
“Mistral AI weighs new funding at a $23bn valuation.”
Reports that 9 of 18 FOMC members project at least one hike by December 2026 (6 project two hikes); the dot plot pivot from cut-expected to hike-possible; Warsh did not submit personal projections, leaving his own rate view undisclosed at his inaugural meeting.
“Nine of eighteen Fed officials now project at least one rate hike by year-end, a full reversal from March's cut expectations.”
Reports the $20bn raise and ~$230bn valuation, framing it as funding the largest GPU clusters in the world and intensifying the capital arms race against OpenAI and Anthropic.
“xAI raises an additional $20 billion to scale its compute infrastructure.”