Anita Ramaswamy

1 week ago | theinformation.com | Anita Ramaswamy

Last week’s surge in interest rates, sparked by President Donald Trump’s tariff moves, might end a recent uptick in venture capital investing. Global VC deal value hit $126.3 billion in the first quarter, its highest level in nearly three years, according to data provider PitchBook. The rebound came as the Federal Reserve started cutting interest rates last year, putting the VC market on more stable ground.

2 weeks ago | theinformation.com | Anita Ramaswamy

Big stock market sell-offs present surprising opportunities. Here’s one: Amazon, the killer of bricks-and-mortar retail, is now much cheaper than Walmart, the king of bricks-and-mortar retail. This swap has been happening in slow motion for the past few months. President Donald Trump’s liberation day put the shift into high gear. Trump’s tariffs pose meaningful risks to both companies, since they import a ton of goods and are vulnerable to a slowdown in consumer spending.

4 weeks ago | theinformation.com | Anita Ramaswamy

CoreWeave, the AI–focused data center company set to go public Friday, is the hottest name in both finance and tech right now. Then there’s Nebius. Nebius also builds data centers aimed at artificial intelligence. It is already listed, so there is no IPO fanfare. It is also growing fast and has almost no debt. The most surprising thing about Nebius is the long and winding path it took to get relisted on the market.

1 month ago | theinformation.com | Anita Ramaswamy

Is Wall Street ready to work with artificial intelligence? Two of OpenAI’s biggest investors think so. Thrive Capital is set to lead at least a $40 million financing into Rogo AI, an artificial intelligence startup selling AI software for investment bankers and Wall Street analysts and investors, at a valuation of up to $350 million, according to a person with direct knowledge.

1 month ago | theinformation.com | Anita Ramaswamy

Dating apps are looking for love. Consumers, and investors, are looking elsewhere. Bumble, Tinder, Hinge and the like were once part of the popular crowd. That’s been changing for a while now. Any lingering affection that investors had for them was wiped out last month when weak earnings, poor outlooks and declining users sent stocks tumbling. The selloff made clear that the world has changed for these apps. Investors are now looking to share buybacks to make these stocks attractive.