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13.04.26 - 06:01
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Mag7 überbewertet oder günstig? | Tichys Börsenwecker am 13. April 2026 (Tichys Einblick)
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Bisher hieß es immer: Tech-Aktien seien zwar interessant, aber viel zu hoch bewertet. Das stimmte auch lange. Mittlerweile aber hat sich das gedreht: Im Vergleich zum Gesamtmarkt und zum historischen Durchschnitt sind die Mag7-Werte heute eher günstig. Gleichzeitig scheinen sich die gewaltigen Investitionen in die KI-Infrastruktur langsam auszuzahlen. Ein Blick auf Apple, Amazon, Alphabet, Nvidia,
Der Beitrag Mag7 überbewertet oder günstig? | Tichys Börsenwecker am 13. April 2026 erschien zuerst auf Tichys Einblick....
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12.04.26 - 17:12
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Google Search Generates $615 Million Every. Single. Day. Is Alphabet the Must-Buy Stock? (24/7 Wall St.)
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The Number Alphabet (NASDAQ:GOOG) generated $224.5 billion in full-year Google Search revenue in fiscal 2025, a figure that works out to roughly $615 million per day. That segment total was reported as part of Alphabet's Q4 2025 earnings filing, which landed on February 4, 2026. The number anchors an earnings report that pushed Alphabet past ... Google Search Generates $615 Million Every. Single. Day. Is Alphabet the Must-Buy Stock?...
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12.04.26 - 05:39
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′I Have A Dream′... (ZeroHedge)
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'I Have A Dream'...
Authored by 'no01' via Gold and Geopolitics substack,
I have a dream where politicians live next door to you...
Not metaphorically.
Literally...
The man who voted to rezone your street works three doors down. His kids go to the same school as yours. When he raises the local tax rate and the potholes don't get fixed, he drives over those same potholes every morning. And when the community has had enough, they let him know. Loudly. Personally. The way humans have held each other accountable for most of history, before we invented the beautiful abstraction of “institutional distance”.
I know. It sounds naive.
Let me explain why I don't think it is...
We live in an era that treats political monopoly as completely normal while losing its mind over market monopolies. Regulators drag Google into congressional hearings for owning search. They fine Microsoft for bundling browsers. They write entire legislative frameworks to prevent one company from becoming too dominant in...
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11.04.26 - 21:18
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Is Ripple (XRP) Quantum-Safe? A Top XRPL Validator Just Published a Full Audit (24/7 Wall St.)
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Quantum computing has become one of the biggest concerns in crypto after Google revealed that future machines could crack the encryption most blockchains rely on—and do it with less power than anyone expected. Bitcoin is the most exposed, with up to 35% of its supply sitting in old wallets that can't be protected without moving ... Is Ripple (XRP) Quantum-Safe? A Top XRPL Validator Just Published a Full Audit...
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11.04.26 - 17:18
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Analysts Love Alphabet Stock — They Just Can’t Agree On a Direction (24/7 Wall St.)
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Alphabet (NASDAQ:GOOG) is drawing sharply divergent calls from two respected Wall Street firms, even as both maintain bullish ratings. Wolfe Research trimmed its price target to $360 from $390, while Mizuho lifted its target to $420 from $410. Both held Outperform ratings, leaving investors with a $60 gap between two confident but divided views. Ticker ... Analysts Love Alphabet Stock — They Just Can't Agree On a Direction...
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11.04.26 - 14:51
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The ′Leading UK Scientists′ Letter Urging Abandonment Of North Sea Is Ideology Masquerading As Science (ZeroHedge)
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The 'Leading UK Scientists' Letter Urging Abandonment Of North Sea Is Ideology Masquerading As Science
Authored by Tilak Doshi via Tilak's Substack,
The Financial Times reported on Good Friday that “more than 65 leading UK scientists” had signed an open letter, published as a Google Doc, urging the Government to abandon new North Sea oil and gas drilling in favour of renewables.
“Here is the scientific establishment speaking with one voice,” the FT tells us, warning against the supposed folly of extracting what remains of Britain's hydrocarbon resources and to choose renewables that, according to the scientist-signatories, provide both energy security and “cheaper solutions [that] we have already, that we know work”.
Also on Good Friday, Catherine McBride OBE — co-author of the recently published report for the Great British Business Council on Britain's climate policy-induced de-industrialisation and a plan to reverse it — published a Substack article on X titled ...
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11.04.26 - 10:01
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Cloud stark, Software schwach: Wo Tech jetzt plötzlich wieder reizt (Ariva)
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Cloud-Wachstum zieht an, Softwarewerte bleiben unter Druck. Doch genau in dieser Spaltung sieht DNB-Fondsmanager Marius Wennersten neue Chancen. Wo Anleger jetzt genauer hinsehen sollten. Besonders robust zeigt sich aus seiner Sicht die Infrastruktur. Die Investitionen der großen Cloud-Anbieter treiben das Wachstum kräftig an. Amazon Web Services steigerte sein Wachstum im Jahresvergleich von zwölf auf 24 Prozent, Microsoft Azure von 32 auf 39 Prozent und Google Cloud ......
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11.04.26 - 00:12
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YouTube Premium Prices Going Up In The U.S. (AFX)
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WASHINGTON (dpa-AFX) - Google's raising the subscription prices for YouTube Premium plans here in the U.S. New users could see increases of up to $4 a month, and current subscribers will notice th......
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