글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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Forwarded from Market News Feed
BREAKING: THE UK IS PREPARING A NEW VERSION OF A MAJOR PLAN TO READY THE WHOLE NATION, FROM THE MILITARY AND POLICE TO HOSPITALS AND INDUSTRY, FOR THE TRANSITION TO WAR, THE HEAD OF THE ARMED FORCES HAS TOLD SKY NEWS. ...
미국측 대표단이 파키스탄에 도착했고, 이란이 요구 사항을 파키스탄에 전달했습니다. 계속 전달드리겠습니다.
이란 국영 대외매체를 인용하면, 절대적인 조건(레드라인)은 호르무즈 해협 이권/보상 보장(compensation), 자산동결 해제, 역내 및 레바논 휴전입니다
회담이 시작되었다고 美 FOX, 이란 FARS등이 보도했습니다
Forwarded from Market News Feed
*US FORCES STARTED MINE CLEARANCE MISSION IN HORMUZ: CENTCOM ...
합의 불발. 밴스 미 부통령은 핵무기와, 그것을 만들 도구를 포기해야 한다고 강조, 미국 측의 태도는 유연했으나 이란이 조건들을 받아들이지 않기로 결정했다 표현. 더해서 합의가 불발된건 양국에 매우 나쁜 소식이라고 거듭해 강조. 미 이란 양측 모두 대화 이뤄진건 긍정적이며 협의 지속하겠다는 원론적인 수사.
밴스 부통령은 회견장을 떠나기 직전, 이번 제안이 최종이고, 최선의 제안이라고 밝히며 이란이 받아들일지 지켜보겠다고 말함.
이란 외교부 대변인은 지금껏 미국의 악행과 어겨온 약속들을 잊지 않아왔고 앞으로도 그럴 것이며, 추후 협의의 진전에는 미국이 진지한 태도와 성의를 갖추고 불법적이며 과도한 요구를 멈추는 것이 중요하다고 상당히 강경하게 발언함.
Forwarded from 한국경제 (@The Korea Economic Daily)
"역대급 더위 온다"…삼성전자, 에어컨 생산라인 풀가동
https://www.hankyung.com/article/2026041250207
VC Deals
Beijing-based ShengShu, an AI video startup, raised $293 million in new funding led by Alibaba.

Elorian, a developer of AI visual reasoning models, secured a $55 million seed round at a $300 million valuation led by Striker Venture Partners, Menlo Ventures, Altimeter Capital and Nvidia.

Vivatides Therapeutics, a biotech startup developing RNA-targeting therapeutics, raised a $54 million Series A led by Qiming Venture Partners and an undisclosed industry fund.

San Diego-based Juno, developer of an AI tax automation platform, received a $12 million seed round led by Bonfire Ventures.

TeiaCare, an Italian provider of AI-based technology for long-term care facilities, raised €7 million in a round led by P101.

PE Deals
Bain Capital is reportedly in talks to invest roughly $381 million for a stake in independent broker-dealer Osaic as part of a deal that would value the company at more than $10 billion. Citywire reported the talks include a $2.9 billion continuation vehicle for Osaic's largest investor, Reverence Capital Partners, with Ares Management lined up as lead investor in the continuation fund.

Avista Healthcare Partners acquired Bentec Medical, a California-based maker of silicone medical device components, from Greyrock and Hermitage Equity Partners.

Blackstone bought a significant minority stake in Denver-based hyperscaler data center developer Rowan Digital Infrastructure.

Kuwait Petroleum attracted interest from firms including GIP, Brookfield and KKR for a $7 billion stake in its pipeline network, Bloomberg reported.

Bregal Sagemount invested in Redgate Software, a UK-based provider of database development and management software.

Exits
Francisco Partners is looking for a buyer for MyFitnessPal in a deal that could fetch up to $1 billion, Reuters reported. The PE firm bought the health tracking app maker in 2020 from Under Armour for $345 million.

Galileo, a startup that helps businesses evaluate and observe AI model performance, has been acquired by Cisco.

Cocoon, a leave-management specialist for the human resources industry, has agreed to be acquired by TriNet.

Agentic workflow automation startup Loam is being bought by Self Labs.

AI startups Aleph Alpha of Germany and Cohere of Canada are in merger talks, Handelsblatt reported.

Fundraising
Nord Holding closed a single-asset continuation vehicle for German fitness platform All-Inclusive Fitness Group at an enterprise value of €500 million.

Accent Equity closed its first multi-asset continuation fund on nearly $161.4 million.
Forwarded from Market News Feed
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뭔가 할거 같다는 분위기
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