Rebellions plans South Korea IPO as AI chip interest lifts demand
CEO Sunghyun Park told CNBC the Samsung-backed AI chip company is preparing a listing as early as the first half of next year.
By Marcus V. Thorne 2 months agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
Oil rises after U.S. strikes Iran over Hormuz ship attacks
WTI and Brent gained after CENTCOM said U.S. forces struck Iran in response to attacks on commercial vessels in the Strait of Horm...
By Marcus V. Thorne 2 months ago
China submarine missile test raises pressure on Pacific defence ties
A PLA Navy launch into Pacific waters drew criticism from Australia, New Zealand and the U.S., as analysts warned it could speed r...
By Marcus V. Thorne 2 months ago
Burnham presses regional power shift with Manchester No. 10 plan
Andy Burnham’s proposed “No. 10 North” puts fiscal centralisation and uneven regional growth at the centre of Britain’s policy deb...
By Marcus V. Thorne 2 months ago
Cramer says Samsung sell-off may point to AI market rotation
CNBC’s Jim Cramer said Samsung’s 7% drop appeared to shift investor attention from AI hardware suppliers toward megacap technology...
By Marcus V. Thorne 3 months ago
Nvidia options flows turn bullish as chip stocks sell off
Nvidia shares held near $200 while semiconductor peers fell, with options data showing heavy demand for short-dated calls.
By Marcus V. Thorne 3 months ago
Cybersecurity stocks rally as AI spending puts data security in focus
CrowdStrike and Palo Alto Networks have rebounded sharply as investors link AI adoption to rising demand for enterprise security.
By Marcus V. Thorne 3 months ago
Meta launches Muse Image to support AI ads and subscriptions
Meta’s new image-generation model will run across consumer apps and ad tools as the company seeks more direct returns from AI spen...
By Marcus V. Thorne 3 months ago
CompassMSP buys Philadelphia IT and cybersecurity provider The Logic Group
Agellus Capital-backed CompassMSP acquired The Logic Group, with financial terms of the managed IT and cybersecurity deal undisclo...
By Marcus V. Thorne 3 months ago
Renovus-backed TJP buys FX2 Virtual in life sciences services deal
TJP, a Renovus Capital Partners portfolio company, has acquired FX2 Virtual, a South Carolina commercial operations agency serving...
By Marcus V. Thorne 3 months ago
Jefferies screens for low-momentum stocks as AI volatility rises
The bank points to quality shares with modest momentum as AI-linked market leadership faces questions over returns on spending.
By Marcus V. Thorne 3 months ago
Stellantis opens U.S. orders for Fiat Topolino at $13,995
The electric quadricycle can travel up to 46 miles and targets low-speed use as Fiat seeks more U.S. visibility after years of wea...
By Marcus V. Thorne 3 months ago