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18.02.26 - 16:42
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Betrug, Selbstkritik und neue Chancen - Tom Jakobi "Doppelanalyse" neu: KI bei lastminute.com und GoldMoney (BRN)
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Tom Jakobi startet selbstkritisch ins Update. Ein schwedischer Depotwert entpuppt sich als Betrug. "Es ist mir sehr unangenehm, dass ich darauf hereingefallen bin." Gefälschte Rechnungen und Bilanzen zerstören die Performance. Dennoch rettet aktives Handeln das Ergebnis. "Das Money Management hat geklappt." Anleger verlassen die Position mit kleinem Gewinn. Das Gesamtjahr schließt das Wikifolio mit rund 20 % Plus ab. 2026 beginnt mit 6 % Zuwachs. Neu im Depot ist lastminute.com. 17 % Umsatzwachstum in Q3 und starke Kooperation mit Booking.com treiben das Geschäft. Kosten sinken durch KI und Restrukturierung. "Hört euch den Vorstand von lastminute.com an, was er zum Thema KI sagt." Zusätzlich überzeugt GoldMoney auch wegen des Rekordhochs beim Goldpreis: "Ein KGV von unter 3." Diversifikation begrenzt das Risiko.
Fazit: Selbstkritik trifft auf Disziplin und neue Chancen.
Zum wikifolio: https://go.brn-ag.de/234...
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17.02.26 - 20:36
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Warner, Paramount Spark Streaming Bidding War | Open Interest 2/17/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Warner Bros. is back at the table with Paramount — and Netflix could be forced into another bidding war. Activists are circling: Starboard targets TripAdvisor, Elliott builds a major stake in Norwegian Cruise Line, and Jana is pushing for change at Fiserv. Meanwhile, Anthropic and the Pentagon hit turbulence over surveillance fears — just as investors dump software stocks on AI anxiety. And on Wall Street? The new trade isn't tech — it's teams. Goldman Sachs says sports could be the next asset class. (Source: Bloomberg)...
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17.02.26 - 12:21
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Asians More Optimistic Than Most For Their Countries′ Future (ZeroHedge)
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Asians More Optimistic Than Most For Their Countries' Future
A recent Ipsos survey of 25,000 people across 30 countries shows Asians are on average more optimistic for the future of their countries than people from the rest of the world.
When asked whether they believe things in their country are headed in the right direction or off on the wrong track, 82 percent of respondents in Singapore said they think the city-state is on the right path, the highest percentage of all the countries included in the survey.
In second position came Indonesia, where three quarter of respondents felt their country was headed in the right direction, followed by Malaysia (69 percent), India (62 percent) and South Korea (58 percent).
The first non-Asian country, Argentina, came in sixth position with 57 percent.
As Statista's Valentine Fourreau shows in the infographic below, all the Asian countries included in the survey scored higher than the 30-country average, which stood at 41 percent.
You will find mo...
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16.02.26 - 20:00
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Alibaba’s New AI Model Runs 8x Faster While Sentiment Hits 60.6 (24/7 Wall St.)
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Over the past week, shares of Alibaba (NYSE:BABA) fell 4.46%, coinciding with a shift in retail investor sentiment. Discussion around the stock remains elevated on Reddit and X, with sentiment improving from neutral in January 2026 to a bullish 60.6 in recent weeks. Attention centers on Alibaba's aggressive AI push, particularly the February 16th launch ... Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6
The post Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6 appeared first on 24/7 Wall St.....
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