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27.09.26 - 15:18
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Data Center Boom Faces Wall Street Skepticism (Bloomberg)
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New York Times finance reporter Maureen Farrell tells Bloomberg This Weekend that Wall Street is growing more skeptical of the AI data center boom as rising interest rates, local opposition and permitting delays add uncertainty and costs to projects. Speaking with hosts David Gura and Christina Ruffini, Farrell says trillions of dollars in financing may require tapping public markets, but investor resistance is making planned data center IPOs harder and potentially more expensive to complete. (Source: Bloomberg)...
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26.09.26 - 16:18
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China und USA vereinbaren Zollsenkungen in Höhe von 30 Milliarden Dollar (Cash)
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Handel - China und die USA haben sich auf einen gegenseitigen Abbau von Zöllen im Umfang von 30 Milliarden Dollar sowie die Aufnahme eines Dialogs über Künstliche Intelligenz (KI) verständigt... --- Zuvor hatten sich die USA und China darauf geeinigt, einen bis zum 10. November befristeten Handelsfrieden um zwei Monate zu verlängern, um mehr Zeit für die Ausarbeitung eines umfassenderen Handelsabkommens zu haben. Dies hatte US-Finanzminister Scott Bessent bereits am Mittwoch angekündigt..
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26.09.26 - 01:48
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Wall Street Week | China′s Trade Reckoning, Syracuse′s Second Chance, Humanoids in Healthcare (Bloomberg)
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This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can't agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap. (Source: Bloomberg)...
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25.09.26 - 22:59
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Sinkende Ölpreise belebend: Wall Street legt zum Ende der Woche zu (N-TV)
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Die Hoffnung auf ein schrittweises Ende des Iran-Kriegs verschafft den US-Börsen Rückenwind. Doch vor allem die KI-Fantasien der Anleger schicken die Chipwerte auf neue Höhenflüge. Eine Zinserhöhung noch im Oktober gilt inzwischen mit einer Wahrscheinlichkeit von 64 Prozent als ausgemacht....
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25.09.26 - 21:42
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum (ZeroHedge)
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Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum
A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme.
For miners already producing conflict-free critical materials outside China, the opportunity lies in supplying Western buyers seeking alternatives to Beijing's quasi-monopoly, which is expected to persist through 2030. The US government's deals with junior miners have generated news headlines, but new projects can take years to reach commercial production. As Western supplies tighten, the immediate market advantage belongs to p...
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