The AI start-up is at the center of a $1 trillion web of AI deals. When it sneezes, the sector gets a cold, and investors ...
And lastly, I'll provide an update on the key strategic initiatives that we're focused on in 2025 and beyond. I will then turn the call over to Sherri to provide additional details on our first ...
Fears over OpenAI's growth sent shares of major semiconductor and semiconductor-equipment companies into the red.
Greater use of CLO leverage, and lower cost of capital, were emphasized as longer-term earnings catalysts. Loan repayments, primarily in multifamily and hotel segments, were noted as executed at par, ...
Tuesday, April 29, 2025 at 11 a.m. ET. CALL PARTICIPANTS. President and Chief Investment Officer — Tom Lorenzini; Chief ...
Thursday, April 24, 2025 at 5 p.m. ET. CALL PARTICIPANTS. Chairman & CEO — Curtis Griffith; President — Cory Newsom; Chief ...
The earnings call highlighted the closing of the Grandview Property Partners acquisition, which adds institutional real ...
Loan Portfolio Repricing -- $92 million repricing in the next quarter at a 50 basis point lower rate (to 7.26%), and $113.3 million repricing in the subsequent quarter at a 99 basis point lower rate ...
API (Application Programming Interface): An interface allowing software applications to communicate and interact, often a ...
AI compute providers face shipping-like risks where high capex and marginal pricing can erode true profits. Unprofitable AI ...
Stephen M. Webster indicated ongoing market headwinds, specifically "softer demand in clean energy and automotive markets," are incorporated into the updated full-year outlook. The company’s ...
Last week's broader chip rally helped propel AMD shares about 25% higher. AMD's data center segment revenue surged in Q4. The chipmaker is scheduled to report first-quarter results on May 5. The stock ...