Blue Owl’s $1 billion deal highlights the demand for private credit in data centers
[ad_1] This week, Blue Owl announced the acquisition of IPI Partners for approximately $1 billion, marking a significant step into the digital infrastructure space. Ana Arsov, Global Head of Private Credit at Moody’s Ratings, commented: “Blue Owl’s acquisition of data…
AMP warns of volatile 2025 despite the ASX 200 growth forecast
[ad_1] AMP expects the ASX 200 to reach 8,800 by the end of next year, but warned a series of challenges will lead to a volatile 2025. with a 15 percent correction “very likely” over the year. “Global and Australian…
Insignia puts focus on AI for 2030 strategy
[ad_1] Insignia Financial said its new business strategy aims to become Australia’s “leading and most effective wealth management company” by 2030, focusing on technology and product innovation, cost optimization and simplification. In an ASX announcement ahead of its Sydney investor…
The resources sector could prove to be a strong investment opportunity in 2025, managers say
[ad_1] According to Datt Capital, the sector’s valuations are now favorable, both relative to other industries and relative to its historical averages. The sector is further supported by long-term global trends such as the shift to renewable energy and electric…
China is ahead of the US in the technology race, says the fund manager
[ad_1] This race will have “material implications” for financial markets, the asset manager noted. State Street Global Advisors (SSGA) quantified the technology positions of the major blocks using data from the Australian Strategic Policy Institute’s Critical Technology Tracker. The analysis…
High ratings position Australian banks as the most vulnerable sector in 2025
[ad_1] New data released by Northcape Capital has revealed that the Australian share market generated an 11% return in the first 10 months of 2024, beating the 8% average over the past two decades. Major players include banks, insurers and…
Dell’s AI advances fail to offset PC slump, sending stock down 12%
[ad_1] Dell Technologies (NYSE: DELL) reported mixed results for its fiscal third quarter of 2025. Revenue rose 9.3% year-on-year to US$24.37 billion, but fell short of analysts’ consensus estimate of US$24.66 billion. Adjusted earnings per share (EPS) came to $2.15,…
Microsoft in trouble: FTC antitrust investigation looms
[ad_1] The Federal Trade Commission (FTC) has launched a wide-ranging antitrust investigation into Microsoft, focusing on the company’s cloud computing, software licensing, artificial intelligence (AI), and cybersecurity products. The investigation marks new scrutiny of Microsoft’s business practices, reminiscent of the…
Breaking the monopoly: Google’s fight against antitrust law
[ad_1] Google is grappling with a number of antitrust challenges in the U.S. as federal authorities increase scrutiny of the tech giant’s business practices. Closing arguments in the US Department of Justice’s (DOJ) second antitrust lawsuit against Google were held…
Archer approaches feasibility test for kidney disease sensor
[ad_1] archer material (ASX:AXE) announced progress in the development of graphene field-effect transistor (gFET) sensors for biochip technology, a platform aimed at revolutionizing chronic kidney disease diagnosis. The company’s recent tests have strengthened its operational stability and design, moving it…