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Silicon Valley on Edge: AI Overhaul and Antitrust Adjustments Under Trump's New Term

As Donald Trump returns to the White House, Silicon Valley prepares for a drastically altered relationship with the US government, with AI regulations, antitrust enforcement, and semiconductor policies taking center stage. On artificial intelligence (AI) , Trump has vowed to dismantle an executive order from President Biden that sets safety standards and privacy guidelines for AI development. He has criticized the policy as "dangerous" and restrictive, proposing a new approach rooted in "AI development rooted in free speech." This shift could alter the AI landscape, emphasizing rapid innovation over security, with expanded energy capacity potentially easing land and electricity permitting hurdles . The antitrust landscape is also likely to shift, with a friendlier stance toward mergers and acquisitions. Although Trump is expected to maintain lawsuits targeting Big Tech, changes in leadership at the Federal Trade Commission (FTC) and Justice Department might f
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Allianz Explores Asset Management Partnerships and Tie-Ups

 Allianz SE is reportedly exploring potential partnerships and tie-ups for its asset management division, Allianz Global Investors (Allianz GI), as part of efforts to expand its asset management business, according to a source familiar with the matter. These early discussions do not include plans for a full or majority sale, but could involve a merger or partial sale, with Allianz possibly relinquishing control in such a deal, as per Reuters.

While Allianz GI is focused on active asset management with €555 billion in assets under management as of the second quarter, the global asset management industry is increasingly shifting towards passive products and lower-cost offerings, leading to significant consolidation in the sector. Examples include BNP Paribas' purchase of Axa SA's asset management unit and Goldman Sachs' acquisition of NN Group's asset management arm.

Allianz is scheduled to release its third-quarter results on Nov. 13, following stronger-than-expected second-quarter earnings driven by its life-health insurance and asset management businesses. Allianz GI could be valued at over €4 billion, including debt, according to the Reuters report. Pimco, another asset management firm owned by Allianz, is reportedly not part of these discussions.

This move aligns with broader trends in the industry, where firms are looking to scale up and compete with lower fees in a rapidly evolving market.

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