The Big Banks Report as Fed Officials Signal Higher for Longer
Bloomberg Surveillance
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Tech M&A Outlook and Investment Risks
Exploring the potential for tech M&A activity in 2024 and beyond, including a discussion on the emergence of new AI-focused companies entering the public market in 2025. The chapter touches on valuation challenges, potential IPO candidates like Databricks and open AI, and the risks associated with venture investing. Additionally, it compares investment styles in private and public markets, emphasizes the impact of high valuations, and cautions against market timing strategies.
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