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01.06.26 - 16:14
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Rekordmärkte, heiße Aktien: Bei diesen Titeln steigt das Rückschlagrisiko (Ariva)
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Tech-Aktien zählen zu den großen Gewinnern der KI-Rallye. Doch hohe relative Stärkeindizes zeigen: Einige Titel sind kurzfristig sehr heiß gelaufen, was Gefahren für Anleger birgt. Mehrere stark gelaufene Aktien wirken nach der jüngsten Rekordrallye kurzfristig überhitzt. Laut CNBC gehörten Micron Technology, Advanced Micro Devices (AMD) und Dell Technologies in der vergangenen Woche zu den am stärksten überkauften Titeln am Markt. Micron stieg in der ......
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01.06.26 - 15:45
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AMD (Advanced Micro Devices) Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat das Kursziel für AMD von 500 auf 665 US-Dollar angehoben und die Einstufung auf "Overweight" belassen. Klassische Hauptprozessoren (CPU) holten durch den Einsatz im Bereich der agentischen ......
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01.06.26 - 15:06
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Opening Bell: NVIDIA belastet AMD & Intel (MarktEinblicke)
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Die Wall Street startet freundlich in den Juni und knüpft an den starken Mai an. Vorbörslich erreichen der Dow Jones, S&P 500 und Nasdaq neue Rekordstände.
The post Opening Bell: NVIDIA belastet AMD & Intel first appeared on marktEINBLICKE....
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01.06.26 - 15:01
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Futures Rise Despite Oil Bounce, As Nvidia Keeps AI Euphoria Going (ZeroHedge)
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Futures Rise Despite Oil Bounce, As Nvidia Keeps AI Euphoria Going
Futures are positive and at session highs even as the a lack of a US / Iran deal pushes oil prices, bond yields, and volatility higher. As of 8:00am ET, S&P futures are up 0.3% to a new all time high of 7620; Nasdaq futures rise 0.2%: the Computex AI Conference kicked off; biggest news is NVDA to enter PC space with a new chip challenging AMD / INTC, helping send its stock up 2.3%. Microsoft shares gain 3.1% after Jensen Huang dismissed concerns over disruption from artificial intelligence. Geopolitics was in focus: in addition to a lack of a deal, there were renewed "kinetic skirmishes" that made headlines. Aside from Tech, Energy is the only sector seeing a uniform bid with elements of both Cyclicals and Defensives weaker highlighting concentration risk. WTI is above $91 as the Energy complex is rallying with Ags catching a bid and Metals mixed as Copper / Silver lead. USD is higher after 2 weeks of losses with bon...
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01.06.26 - 13:36
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Nvidia Enters PC Market; Oil Rebounds as US, Iran Clash | Bloomberg Brief 6/1/2026 (Bloomberg)
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US equity futures rise after the S&P 500 closed May with a fresh record high. Nvidia enters the PC market with its new chip, RTX Spark, preparing to take on Intel and AMD. Oil rebounds from a six-week low amid uncertainty over an interim US-Iran peace deal. Keith Lerner of Truist discusses the AI equity rally. French Ambassador for International Investments Pascal Cagni joins as President Macron announces $108 billion in foreign investment pledges to the nation including SoftBank and Salesforce. (Source: Bloomberg)...
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01.06.26 - 13:18
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Nvidia launches ′superchip′ putting AI power into laptops and PCs (The Guardian)
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Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboardBusiness live – latest updatesA new front has opened up in the battle for dominance in AI chips, as Nvidia said its latest development could replace the mouse and keyboard in how people use computers.The $5tn (£3.7tn) US semiconductor company has launched a “superchip” that puts AI capabilities into laptops and desktop computers, a move that will pit it against Intel, Apple, Qualcomm and AMD. Continue reading......
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01.06.26 - 11:36
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Nvidia Plans To Take Control Of The PC Market (24/7 Wall St.)
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NVIDIA (NASDAQ: NVDA) has announced a plan to do the unimaginable, particularly going back a year ago. It plans to put AI chips in almost every PC on the market. In the meantime, it could deliver a crushing blow to AMD and Intel (NASDAQ: INTC), which currently dominate this business. The NVIDIA RTX Spark will ... Nvidia Plans To Take Control Of The PC Market...
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