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06.02.26 - 07:09
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KI-Crash? Warum Alphabet, Nvidia und Co die unangefochtenen Profiteure bleiben (Der Aktionaer)
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Der Hype um die künstliche Intelligenz erreicht eine neue Phase: die Phase der Realität. Während in den vergangenen Monaten nahezu jeder Wert mit KI-Bezug ungebremst nach oben schoss, zeigt sich aktuell eine deutliche Spreizung im Markt. Die anfängliche Euphorie weicht einer kritischen Bestandsaufnahme, was bei kleineren, hochspekulativen Titeln zu spürbaren Verwerfungen führt....
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06.02.26 - 05:00
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Research: JPM Reiterates Overweight Rating on NTES-S w/ TP $295 (AAStocks)
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The share price of NTES-S (09999.HK) has fallen by 10% YTD, JPMorgan issued a research report saying. According to the broker's communication with investors, the main concerns include the increase in VAT, the competitive risk from Google Genie 3 to game companies, and the lack of company-specific catalysts in the short term.......
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06.02.26 - 04:06
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OpenAI facing growing pressure as rivals level up, profitability remains elusive (Digitimes)
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OpenAI is accelerating on multiple fronts, but the pace of progress across the generative AI landscape is making it harder for the company to claim uncontested leadership. As Google's Gemini models close capability gaps and Anthropic pushes aggressively into enterprise and agentic AI, OpenAI finds itself under intensifying pressure; not only to ship ever more powerful models, but also to prove it can turn technical leadership into a profitable business....
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06.02.26 - 04:00
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Research: UBS Lifts Alphabet TP to US$348, Keeps Neutral Rating (AAStocks)
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The return on investment for Alphabet (GOOGL.US)'s capital expenditure in GenAI is accelerating growth, and customer demand for cloud services is also increasing, UBS issued a research report saying. This suggests that the Company's advertising revenue in 2026/ 2027 will increase by approx. US$5 billion/ US$6 billion, wh......
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