CYCURION INC C/WTS 13/02/2030 (TO PUR COM)(CYCUW.US)

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CYCURION INC C/WTS 13/02/2030 (TO PUR COM)
CYCUW.US
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Danske Bank CEO: We are going into one of the larger investment cycles of our time, driven by energy transition, defence, and changes in technology

Danske Bank CEO: We are going into one of the larger investment cycles of our time, driven by energy transition, defence, and changes in technology

marketscreener·
US
DNKEY
-0.15%
marketscreener·
US
DNKEY
-0.15%

The Cost of Prosperity: The Dual Narrative of Global Finance

In 2026, global fiscal policy will shift to pro-cyclical expansion, emphasizing supply-side investment and defense spending. The fiscal policies of the US, Europe, and Japan will synchronously transition from counter-cyclical to cross-cyclical, with debt risk transforming into liquidity risk, and fiscal expansion becoming a consensus. It is expected that the deficit rates of Japan, the United States, and Germany will significantly increase, the proportion of public sector employment will rise, and monetary independence will be eroded

Wallstreetcn·
Wallstreetcn·

BUZZ-More AI-led pain ahead for IT as new tools threaten revenues, says Jefferies

Jefferies warns that AI advancements, particularly Anthropic’s Cowork plug-ins, could significantly impact IT firms' revenues, which heavily rely on application services. The brokerage anticipates continued revenue growth challenges for IT services over the next 1-2 years, as declining legacy service revenues overshadow new AI opportunities. The Nifty IT index remained flat after a 6% drop, reflecting broader declines in global software stocks, with the IT index down 3.9% year-to-date compared to a 1.7% drop in the Nifty 50.

Reuters·
Reuters·

GLOBAL MARKETS-Asia shares slump as global tech selloff spooks investors, silver tumbles again

Asian shares fell sharply as concerns over rising AI investment costs led to a tech selloff, with Alphabet's increased capex plans contributing to market anxiety. The MSCI Asia-Pacific index dropped 1.7%, while silver prices plummeted 15%. Bitcoin also hit its lowest since November 2024. Investors shifted to defensive stocks amid fears of job disruptions from AI. Upcoming earnings from Amazon and policy decisions from the Bank of England and ECB are closely watched. Oil prices declined following talks between the U.S. and Iran.

Reuters·
US
IGV
-1.82%
US
CLOU
+0.21%
US
GOOG
-2.16%
Reuters·
US
IGV
-1.82%
US
CLOU
+0.21%
US
GOOG
-2.16%

AI Agent: A Super Assistant Reshaping Human Life and Business

AI Agents are revolutionizing human life and business by acting as powerful executors of tasks, moving beyond traditional generative AI. They can control applications and complete complex tasks with a single command, such as ordering products or booking tickets. Major tech companies are competing in this space, with the emergence of protocols like MCP and A2A facilitating interoperability. However, challenges remain in standardization and interest restructuring. AI Agents are expected to reshape traffic and business models in the digital era, marking a significant shift in how we interact with technology.

CoinLive·
CoinLive·
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