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13.12.25 - 16:48
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Wall Street Week | Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival (Bloomberg)
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This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy's reinvent the department store for today's shopper? (Source: Bloomberg)...
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13.12.25 - 14:12
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Why Open Source AI Could Be the Best Bet for Developers and Investors (Bloomberg)
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Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. (Source: Bloomberg)...
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12.12.25 - 17:48
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AMD Aktie: Gute Kaufgelegenheit! (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - AMD-Aktienanalyse von "Der Aktionär":
Alfred Maydorn vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) unter die Lupe.
Die Aktie des US-Halbleiterunternehmens sei zuletzt nach einem Medienbericht unter Druck geraten, wonach Google die eigenen KI-Chips (TPUs) jetzt auch an Dritte verkaufen wolle. [mehr]...
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11.12.25 - 12:15
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AMD-Aktie: Geht′s bald über 300 US$? (Sharedeals)
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Die AMD-Aktie hat sich in den vergangenen Jahren zu einem der dynamischsten Titel im Halbleitersektor entwickelt und wir halten ihn im Vergleich zu Nvidia tatsächlich für die attraktivere Wahl. Die jüngsten Zahlen und strategischen Partnerschaften unterstreichen, dass der Konzern mittlerweile zu den zentralen Profiteuren des weltweiten KI-Infrastrukturbooms zählt. Advanced Micro Devices (AMD) hat unter der […]
The post AMD-Aktie: Geht's bald über 300 US$? first appeared on sharedeals.de....
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10.12.25 - 19:54
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Intel Shares Fall After Lawsuits Claim US Chipmakers Aided Russian Weapons (ZeroHedge)
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Intel Shares Fall After Lawsuits Claim US Chipmakers Aided Russian Weapons
Intel shares slipped in early trading Wednesday after the company was named in a series of lawsuits accusing major U.S. chipmakers of failing to stop their technology from ending up in Russian weapons used against civilians in Ukraine.
Intel, Advanced Micro Devices and Texas Instruments — along with Mouser Electronics, a Berkshire Hathaway–owned distributor — are alleged to have shown “willful ignorance” as restricted semiconductors were resold through third parties to Russia and Iran, according to five suits filed Wednesday in Texas state court.
The cases, brought on behalf of dozens of Ukrainian civilians, cite five attacks from 2023 to 2025 that killed and injured civilians. The filings claim the companies' components were found in Iranian-made drones tied to Intel and AMD, as well as Russian Iskander and KH-101 missiles.
The defendants allegedly failed to prevent illegal diversions despite U.S. sanctions,...
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