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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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10.02.26 - 16:48
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Meta muss Telekom 30 Millionen Euro zahlen (RND)
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Der Datenbedarf in sozialen Medien ist riesig. Doch für die Datenübertragung zahlen wollen „Big Techs“ nicht, das sei Sache der Netzbetreiber. Die Facebook-Mutter Meta wird in Deutschland nun aber zur Kasse gebeten....
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10.02.26 - 16:24
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Urteil: Meta muss Deutscher Telekom 30 Millionen Euro zahlen (Cash)
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- Im Streit um Nutzungsentgelte muss der Facebook-Mutterkonzern Meta der Deutschen Telekom einem Urteil zufolge rund 30 Millionen Euro zahlen. Das Düsseldorfer Oberlandesgericht bestätigte eine Entscheidung der Vorinstanz, das Kölner Landgericht hatte die Zahlungspflicht vor knapp zwei Jahren auf rund 20 Millionen Euro festgelegt. Da es in dem Berufungsverfahren um einen längeren Zeitraum der Entgeltforderung ging - und zwar um mehr als drei Jahre -, wurde Meta nun zur Zahlung von rund 30 Millionen Euro verurteilt (VI-6 U 3/24)....
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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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04.02.26 - 22:43
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Google-Mutter Alphabet plant gewaltige KI-Investitionen! (Cash)
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Im Wettlauf der KI-Entwickler schraubt die Google-Mutter Alphabet die Investitionen drastisch hoch. Für das laufende Jahr stellte der Internet-Riese am Mittwoch nach US-Börsenschluss Kapitalinvestitionen zwischen 175 und 185 Milliarden Dollar in Aussicht. Das Geld dürfte unter anderem in Rechenzentren für Künstliche Intelligenz fliessen. Im vergangenen Jahr investierte Alphabet bereits etwas mehr als 90 Milliarden Dollar. Google konkurriert bei KI unter anderem mit dem ChatGPT-Erfinder OpenAI und dem Facebook-Konzern Meta.. --- Das Geld für den rapiden Ausbau liefert weiterhin vor allem das auf Hochtouren laufende Werbegeschäft von Google. Es wuchs im Schlussquartal 2025 im Jahresvergleich um rund 13,5 Prozent auf 82,3 Milliarden Dollar. Insgesamt legten die Konzernerlöse um 18 Prozent auf 113,8 Milliarden Dollar. Unter dem Strich verbuchte Alphabet einen Konzerngewinn von fast 34,5 Milliarden Dollar - knapp 30 Prozent mehr als ein Jahr zuvor..
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03.02.26 - 01:06
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Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales (Digitimes)
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Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok, and xAI. However, investment banks warn of rising financing pressures, with reports indicating Oracle is evaluating workforce reductions and the sale of its healthcare technology unit, Cerner, to ease financial strain....
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30.01.26 - 00:33
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss (ZeroHedge)
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss
Ahead of today's AAPL earnings report, we've had a very mixed picture from Mag 7 earnings so far: first, there was Microsoft, which crashed after its capex forecast unexpectedly jumped, then there was META, which soared after its capex forecast unexpectedly jumped (only in this case the company made up for it by pretending its ad revenue will also increase almost dollar for dollar with the new capex), and then there was TESLA which first dropped, then jumped, then dropped as the market digested the company's complete conversion from an auto company (now without the S and X models) and into a robotaxi "story" stock. As such, many are looking to AAPL to break the tie when it reports at 3pm today.
But before we look at the numbers, here's what Wall Street is expecting:
Revenue estimate $138.4 billion
Products revenue estimate $107.69 billion
Mac revenue estimate $9.13 billion
IPad revenue estimate $8.18 billion...
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