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BX のニュース
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Nasdaq Rises on SpaceX Earnings Report
The major averages closed broadly higher, led by the Nasdaq following upbeat results from SpaceX and Super Micro Computer. In addition to the space technology company reporting its first profit as a public company, Elon Musk said a merger with Tesla would be "a good idea," but one that needs to be studied by special committees formed by each of the companies' boards.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceXreported better-than-expected Q3 results, with the company noting it has 13.6M Starlink consumer subscribers and 11,100 satellites in orbitMeanwhile, Elon Musk said that SpaceX and Teslahave formed committees to consider a possible mergerNetflixreported upbeat Q3 results but provided a lower-than-expected outlook for Q4Abbottreported better-than-expected Q3 earnings and revenue and announced it will separate its global Nutrition business into an independent companyNvidiaintroduced DSX POD, a reference design for complete Vera Rubin AI factories built by partners inside modular containers2. WALL STREET CALLS:Netflixcut to Hold at Needham amid decelerating revenue growthNorthrop Grummanupgraded to Outperform at BairdChipotledowngraded to Hold at TD CowenZoom Communicationsupgraded to Outperform at OppenheimerBarclays downgraded Cirrus Logicto Underweight on Applesupply chain concerns3. AROUND THE WEB:Blackstoneand a unit of Apollo Globalare in discussion with the National Football League to join the league's list of approved private equity firms that can acquire minority interests in its franchises, Bloomberg reportsU.S. Senators Richard Blumenthal and Josh Hawley have sent a letter to GoogleCEO Sundar Pichai seeking answers about what the company knows about its AI tools' impact on children's mental health and educational development, WSJ saysMeta'sMuse AI companion surpassed 10M U.S. downloads within its first 40 days, ranking among just a dozen mobile apps to reach that milestone, TechCrunch saysAkzo Nobelis in early talks to sell its European vehicle refinishing business to secure antitrust approval for its planned $19B merger with Axalta, WSJ reportseBayplans to cut about 9% of its workforce to simplify operations and redirect resources toward faster-growing areas, following 6% layoffs in February, Reuters says4. MOVERS:Super Microgained after the company raised its Q1 revenue viewApplied Digitalincreased after Roth Capital reinstated coverage of the stock with a Buy ratingRoivantwas higher in New York after announcing its CLARITY-1 and CLARITY-2 trials met its primary endpointsAT&Twas lower after reporting Q3 results and raising its outlook for FY26Pegasystemsfell after reporting Q3 results5. EARNINGS/GUIDANCE:Thermo Fisherreported Q3 results and raised its guidance for FY26, with CEO Marc Casper calling it "another excellent quarter"Elevance Healthreported Q3 results and raised its outlook for FY26Danaherreported Q3 results, provided guidance for Q4, and increased its outlook for FY26UDRreported preliminary Q3 resultsWinnebagoreported Q4 results and provided guidance for FY27INDEXES:The Dow rose 360.21, or 0.69%, to 52,856.09, the Nasdaq gained 278.04, or 1.05%, to 26,702.86, and the S&P 500 advanced 44.60, or 0.58%, to 7,757.17.
Blackstone and Apollo Discuss Joining NFL's Approved Private Equity List
Blackstone (BX) and a unit of Apollo Global (APO) are in discussion with the National Football League to join the league's list of approved private equity firms that can acquire minority interests in its franchises, Bloomberg's Randall Williams and Giles Turner report, citing people familiar with the matter. The talks are preliminary and both firms would likely have to find a deal with a team before finalizing the approve process, the authors say, noting that approval isn't imminent and completion of the process would likely occur in 2027.
Blackstone Leads $1B Financing for Analogic and Leidos Merger
Blackstone Credit & Insurance (BX) is leading a $1B financing in support of the combination of Analogic Corporation with the Security Enterprise Solutions, Ports & Borders and Industrial Automation businesses of Leidos Holdings (LDOS). The combination creates a stronger global security imaging and detection company with broader capabilities, deeper customer relationships and greater scale to support customers across airports, ports, borders, critical infrastructure, and other mission-critical environments. The transaction closed earlier this month
OpenAI Annual Revenue Drops to $50B, Microsoft Stock Slips
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.REVENUE:Several AI-linked stocks traded lower on Thursday after a Financial Timessaid OpenAI's annualized revenues were closer to $50B at the end of September, well below the $70B figure previously circulated. The report, based on financial documents shared with investors, noted that the earlier number stemmed from attempts to align OpenAI's metrics with Anthropic's, despite the companies calculating annualized revenue differently. Microsoft, a key investor in and partner to OpenAI, slipped following the update. Names tied to AI infrastructure and demand like Oracle, Nvidia, CoreWeaveand Cerebrasalso moved lower as investors reassessed growth expectations across the sector.AI CHIP PURCHASES:Broadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, the Wall Street Journal's Anissa Gardizy, Matt Wirz, and Justin Baer, citing people familiar with the discussions. Apolloand Blackstoneare among the lenders Broadcom has spoken to about participating in the financing, though talks are early and the size of the deal could change, the authors say. Separately, Oracleis in discussions with Apollo and Goldman Sachsto arrange money for a major purchase of chips, while SpaceXhas spoken with lenders recently over a $40B chip financing for Nvidiachips, the authors note.COLLABORATION:Lisa Su, AMD'schairperson and chief executive officer, visited South Korea this week to discuss strengthening AI collaboration with semiconductor leaders from Samsungand SK Hynix, The Chosun Daily's Park Ji-min. She also held meetings with domestic AI semiconductor and software companies, and attended a gamer event, signaling efforts to expand AMD's footprint across the semiconductor supply chain in Korea. As competition with Nvidiain AI accelerators intensifies, this move is seen as AMD's push to expand memory collaboration with Samsung Electronics and SK Hynix, the author says.
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