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09.05.26 - 19:30
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Apple dominated the 2026 chip war. Google’s partners are left to buy scraps (24/7 Wall St.)
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Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google's partners are left to buy scraps...
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09.05.26 - 18:42
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Google developers significantly misstate carbon emissions of proposed UK datacentres (The Guardian)
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Emissions understated by factor of five in Essex plans for tech giant, while Greystoke's Lincolnshire plans show similar errorDevelopers working for Google have significantly misstated how much carbon two proposed AI datacentres will contribute to the UK's total emissions in planning documents reviewed by the Guardian.The tech company wants to build two huge datacentres – one 52-hectare (130 acre) project in Thurrock and another at an airfield in North Weald, both in Essex. To do so, developers are required to submit planning documents calculating how much carbon these projects will emit as a proportion of the UK's total carbon footprint. Continue reading......
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09.05.26 - 10:01
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Mizuho hebt Kursziel für Alphabet deutlich an (Ariva)
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Die Google-Mutter Alphabet profitiert laut Analysten von unterschätztem Cloud-Wachstum und steigender Nachfrage nach KI-Hardware. Die Google-Muttergesellschaft Alphabet könnte vor einer neuen Wachstumsphase stehen. Laut einer aktuellen Analyse der Investmentbank Mizuho Financial unterschätzen viele Marktbeobachter weiterhin das Ertragspotenzial des Cloud- und KI-Geschäfts des US-Technologiekonzerns erheblich. ......
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08.05.26 - 22:39
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Microsoft Aktie: Großinvestor zieht sich zurück - Alphabet profitiert vom Strategiewechsel (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Microsoft-Aktienanalyse von XTB:
Die Experten von XTB nehmen die Aktie von Microsoft Corp. (ISIN: US5949181045, WKN: 870747, Ticker-Symbol: MSF, NASDAQ-Symbol: MSFT) in einer aktuellen Marktanalyse unter die Lupe.
In den aktuellen Aktien-News sorge eine Meldung für Aufsehen: Die Microsoft-Aktie sei unter Druck geraten, nachdem bekannt geworden sei, dass der einflussreiche Hedgefonds TCI Fund Management seine Beteiligung massiv abgebaut habe. [mehr]...
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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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