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05.02.26 - 21:45
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch (ZeroHedge)
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch
News flow around the memory crunch is accelerating by the week, and the casualty list is growing.
Just this morning, Qualcomm and Arm Holdings warned that shortages of high-bandwidth memory (HBM) could crimp smartphone production this year. Apple signaled earlier this week that it will prioritize higher-end iPhone models, while Nintendo shares slid as soaring HBM costs threaten to squeeze margins.
The alarm bells are getting louder after a new report from The Information, citing two sources, saying Nvidia won't release a new gaming GPU (RTX 60 series) this year due to a HBM supply crunch, forcing it to prioritize limited HBM for its far more profitable AI chips over gaming GPUs.
If confirmed, it would mark the first year in roughly three decades that Nvidia has not released a new consumer-grade gaming GPU.
Here's more color from The Information:
The delay will also push back the release of Nvidia's next-generation gaming GPU. Like...
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05.02.26 - 17:12
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Job Openings Crater Most Since 2023 To Lowest In 5 Years As Payrolls Set For Negative Print (ZeroHedge)
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Job Openings Crater Most Since 2023 To Lowest In 5 Years As Payrolls Set For Negative Print
We warned earlier today that the US labor market was rolling over sharply again when we observed the surge in initial jobless claims and the near record January for job cuts (biggest since 2009). Moments ago the BLS confirmed that the US job market is indeed falling off a cliff, when the latest JOLTS report (job openings and labor turnover) showed that in December the number of US job openings crashed by 604K to 6.542 million from 7.146 million, the biggest one month drop since Oct 2023. Of course, to make the drop a bit more palatable, the DOL decided to dramatically revised the November number lower (of course), from 7.146 million to 6.928 million, which however would have made the November plunge even worse. So to keep the monthly changes on an apple to apple basis, we take the cumulative drop from the past 2 months and find that the past two months saw a massive 907k drop in job openings, the bigges...
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05.02.26 - 16:57
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Apple im Bullen-Modus: Ist jetzt die beste Kaufchance? (Der Aktionaer)
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Die Apple-Aktie lässt sich vom derzeitigen Abverkauf im Technologiesektor nicht beirren. Nach über sieben Prozent seit Wochengewinn nimmt der Kurs ein neues Rekordhoch ins Visier. Sowohl die charttechnische als auch die fundamentale Lage liefern den Bullen gute Argumente....
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05.02.26 - 16:24
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Sebastian Steyers wikifolio "Qualitätsaktien aktiv": "Mit den Füßen scharren und erste Positionen aufbauen" - Siemens und SAP (BRN)
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Dividende, Cash Flow, solides verständliches und langfristiges Geschäftsmodell: 46 Werte befinden sich im wikifolio "Qualitätsaktien aktiv" ( https://go.brn-ag.de/501 ) von Sebastian Steyer, Finanzcoach und Buchautor aus Radebeul auf dem Dresdner Börsentag. "Der größte Freund eines Anlegers ist die Zeit, wenn er in guten Aktien investiert ist." Unter den Qualitätswerten im Portfolio: TSMC Aktie (ADR), United Utilities, Imperial Brands, Deutsche Telekom, Amazon, Apple, Roche, E.ON und Microsoft. Sebastian Steyers mögliche "Turnaround"-Kandidaten für das Börsenjahr 2026: Allianz, Hannover Rück, Siemens und SAP. Sebastian Steyer: "Jetzt schon mit den Füßen scharren und eine erste Position aufbauen."...
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