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Unafraid of the PE winter, KKR closes fundraising for its $23 billion North America fund, setting an industry record for scale.

Unafraid of the PE winter, KKR closes fundraising for its $23 billion North America fund, setting an industry record for scale.

``` KKR defied the industry downturn and completed the largest fundraising in its history. According to Bloomberg, KKR’s North America Fund XIV ultimately raised about $23 billion, surpassing its previous target of $20 billion. This makes it not only KKR’s largest single fund across all strategies, but also the

Computing Power in Crisis! SemiAnalysis In-Depth Review: From GPUs to Memory to Optical Fiber, the AI Supply Chain Is Fully Stretched and Prices Are Rising Across the Board

Computing Power in Crisis! SemiAnalysis In-Depth Review: From GPUs to Memory to Optical Fiber, the AI Supply Chain Is Fully Stretched and Prices Are Rising Across the Board

The explosive growth in AI computing power demand is pushing the entire supply chain to its limits. From GPU rental to DRAM memory, from fiber optic cables to data center hosting, prices have soared across the board in just a few months, while supply is almost nowhere to be found.

BlackRock increases short positions in German bonds: warns that a "sharp rebound" in inflation will drive up financing costs

BlackRock increases short positions in German bonds: warns that a "sharp rebound" in inflation will drive up financing costs

``` German government bonds are facing bearish bets from the world’s largest asset management company. BlackRock’s funds have significantly increased their short positions in German bonds, betting that surging European inflation will push yields beyond last week’s 15-year highs. According to Bloomberg, Tom Becker, manager of BlackRock’s

AI hits white-collar workers! U.S. corporate layoffs surge in March, tech sector hardest hit

AI hits white-collar workers! U.S. corporate layoffs surge in March, tech sector hardest hit

Artificial intelligence is accelerating the reshaping of the U.S. labor market landscape. According to a report released Thursday by employment placement agency Challenger, Gray & Christmas Inc., U.S. companies announced 60,620 layoffs in March, a surge of more than 25% compared to February. The technology sector led

Market rebound failed; what should be done next from a technical perspective?

Market rebound failed; what should be done next from a technical perspective?

``` The brief rebound in US stocks faced a “clean exit” at critical resistance levels, and structural risks in the market are building up. The S&P 500 index and the Nasdaq both turned downward at technical resistance, with market makers holding highly bearish positions and liquidity continuing to deteriorate.

"God of crude oil trading" returns! Andurand bets on Middle East supply shocks, flagship fund surges 31% in Q1

"God of crude oil trading" returns! Andurand bets on Middle East supply shocks, flagship fund surges 31% in Q1

"The God of Crude Oil Trading" Pierre Andurand made a heavy bet on Middle East supply disruptions, went long on crude oil again, and his flagship fund surged over 30% in the first quarter, marking a strong comeback. On April 2, Bloomberg cited sources stating that the Andurand

Redemption stress test for private credit: Apollo stands firm, says "the market is just temporarily mismatched"

Redemption stress test for private credit: Apollo stands firm, says "the market is just temporarily mismatched"

``` The private credit market is facing pressure from large-scale withdrawals by retail investors, but industry giants are responding proactively. Jim Zelter, President of Apollo Global Management, has publicly defended this asset class, describing the current wave of redemptions as "growing pains" rather than a structural crisis for the