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29.01.26 - 05:06
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Analysis: how SK Hynix is binding customers to its AI memory (Digitimes)
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SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers' design processes just as it confirms the mass production of its next-generation HBM4....
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29.01.26 - 05:06
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Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead (Digitimes)
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As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition among data and computing centers is no longer limited to server specifications or the efficiency of individual power supply units. Instead, it is moving toward rack-level integration of power distribution, cooling, energy storage, and monitoring, with implications extending into broader infrastructure design....
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29.01.26 - 01:00
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IPC cost and memory supply pressures accelerate product upgrades (Digitimes)
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The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to ease only by 2028. This shift is impacting industrial PC (IPC) manufacturers not just through short-term inventory fluctuations but evolving into mid- to long-term structural changes. IPC players are now comprehensively adjusting pricing mechanisms, product platforms, and procurement strategies to adapt to this new environment....
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28.01.26 - 21:18
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DWS Group GmbHCo Outperform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat die Einstufung für DWS auf "Outperform" mit einem Kursziel von 60 Euro belassen. Mit dem vorab veröffentlichten Gewinn je Aktie für 2025 habe die Fondstochter der Deutschen Bank die Erwartungen ......
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28.01.26 - 21:12
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Despite Two Dovish Dissents, Fed Holds Rates As Expected; Upgrades Growth, Lowers Labor Risks (ZeroHedge)
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Despite Two Dovish Dissents, Fed Holds Rates As Expected; Upgrades Growth, Lowers Labor Risks
Tl; dr: Despite two dovish dissents, The Fed is likely on an “extended pause” noting strong activity data and signs of stabilization in the labor market.
However, Goldman "expects easing to resume later in the year as a moderation in inflation allows for two further 'normalization' cuts to take rates back to levels seen by the median FOMC member as neutral.”
Christopher Hodge, chief US economist at Natixis, says at the end of the day here the Fed is “on hold until data prompts a move.”
"We have now entered a new phase of policymaking where the Fed views the risks to both parts of its dual mandate are in balance. It will be incumbent on the data to move the Fed from this perch – the days of insurance cuts to slowly approach neutral are likely over."
Waller's odds of being the next Fed Chair went up after his dovish dissent.
* * *
Since the last FOMC meeting on Dec...
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28.01.26 - 20:54
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Airbus SE Outperform (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die kanadische Bank RBC hat die Einstufung für Airbus auf "Outperform" mit einem Kursziel von 235 Euro belassen. Die jüngst negative Kursreaktion auf vorsichtige Äußerungen von Airbus in der Telefonrunde mit Analysten vor ......
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28.01.26 - 20:54
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Continental Overweight (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für Continental auf "Overweight" mit einem Kursziel von 74 Euro belassen. Mit größeren Änderungen der Marktschätzungen für den Reifenhersteller sollte man nicht rechnen, schrieb Akshat ......
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28.01.26 - 19:54
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LVMH Moet Hennessy Louis Vuitton Kaufen (DPA-AFX)
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FRANKFURT (dpa-AFX Analyser) - Die DZ Bank hat LVMH von "Halten" auf "Kaufen" hochgestuft und den fairen Wert je Aktie von 640 auf 650 Euro angehoben. Das vierte Quartal des Luxuskonzerns sei weitestgehend wie erwartet ausgefallen, schrieb Katharina Schmenger ......
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