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16.02.26 - 10:36
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KI bleibt das Schlüsselwort: Alphabet liefert starke Zahlen, aber offene Fragen (BondGuide)
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Alphabet überzeugt operativ, doch der Markt verlangt beim Schlüsselthema KI zunehmend messbare Erträge statt Visionen. Die Zahlen von Alphabet Inc. für das Geschäftsjahr 2025 zeigen ein finanziell robustes Unternehmen – zugleich verdeutlichen sie die wachsende Ungeduld der Investoren beim Thema KI. Während Umsatz- und Ergebnisentwicklung überzeugen, bleibt die zentrale Frage offen: Wie stark zahlt sich […]...
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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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05.02.26 - 22:57
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Amazon: 200 Milliarden für KI! Aktie fällt nach Zahlen (Der Aktionaer)
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Der nächste Schock. Amazon lag schon im regulären Handel, der von Verkäufen bestimmt war, 4,4 Prozent im Minus. Nachbörslich beschleunigt sich der Abverkauf: zeitweise rund acht Prozent tiefer. Kurs zuletzt bei 204,88 Dollar. Der Auslöser für den späten Kursrutsch ist – wie gestern bei Alphabet – der Ausblick....
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05.02.26 - 22:54
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Tech Earnings: Google′s Spending, Arm′s AI Data Center Push | Bloomberg Tech 2/5/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as investors react to a huge capital expenditure increase from Google. Plus, Arm CEO Rene Haas explains the chip designer's outlook and growth in its data center business. And Qualcomm CEO Cristiano Amon talks about the potential impact from component shortages on its revenue for the period. (Source: Bloomberg)...
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05.02.26 - 21:45
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Amazon Earnings Preview: All Eyes On CapEx (ZeroHedge)
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Amazon Earnings Preview: All Eyes On CapEx
At first, the market was happy to reward big capex forecasts (META); but just a few days later, it changed its mind and decided that the bigger the beat, the bigger the penalty (as was the case with GOOGL today). That leaves Amazon in a precarious place as it prepares to report earnings after the close today: does it project some berserk number or does it risk being conservative? After all, the only thing that will matter is the capex forecast (the earnings will likely be good enough).
Looking at the bigger picture, Bloomberg notes that it's probably not a great sign that Amazon's share price is down more than 4% on the day of earnings, before the first headline has even hit. After the hyperscalers Microsoft and Alphabet spooked markets with their huge spending plans -- Meta seems to have got away with it -- perhaps the best thing Amazon could do would be to announce that it plans only moderate capital expenditure in 2026.
One thing in Amazon's...
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