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02.11.26 - 13:12
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Oil Prices Retreat, Apple Results on Deck (Bloomberg)
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A report that says President Donald Trump wants to give diplomacy with Iran more time helped ease pressure on oil prices, with Brent falling more than 3% to below $110 a barrel.
Apple reclaimed the title of world's most valuable company on Friday, taking the mantle from Nvidia as investors seek the perceived safety of the iPhone maker amid concerns about artificial intelligence spending.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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02.11.26 - 08:51
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Apple wieder vor Nvidia: Heute Zahlen – das ist zu erwarten (Der Aktionaer)
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Die Berichtssaison in den USA geht weiter. Heute nach US-Börsenschluss legt Apple seine Zahlen zum vergangenen Quartal vor. Am Freitag gelang dem iPhone-Konzern bereits an der Börse ein wichtiger Schritt. Das Unternehmen hat Nvidia wieder überholt und ist nun wieder der wertvollste Konzern....
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01.11.26 - 16:48
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The World Will End If Nvidia Misses Earnings (ZeroHedge)
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The World Will End If Nvidia Misses Earnings
Submitted by QTR's Fringe FinanceI'd like to think I'm being hyperbolic with this title…but, you know…I might not be.Here's the rub this fine Thursday afternoon. Both Google and Amazon just missed earnings expectations the last two days, both stocks are getting their teeth kicked in, and the Nasdaq has fallen -1.4% during regular trading before shedding another -1.4% after hours today. The 3:55PM “dip buyers” were down another -1.4% by 4:30PM.It got me thinking about something truly terrifying.I've joked for years that the powers that be would sooner allow Nvidia to commit massive accounting fraud in broad daylight than permit the company to admit it wasn't going to make its earnings numbers. After all, hanging in the balance at this point is seemingly the entire multitrillion-dollar global financial ecosystem.The joke, of course, is that Nvidia has become so systemically important to the market's psychology that a disappointing quart...
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26.10.26 - 17:24
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Nvidia: Erst Döner, dann Super-Zahlen? (Der Aktionaer)
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Jensen Huang mag nicht nur Chips, sondern auch Döner. Während seines Berlin-Besuchs kehrte der Nvidia-Chef beim Imbiss Rüyam in Schöneberg ein und orderte fünf Döner, Salat und dreimal Pommes. „Manche Tage sind einfach anders“, schrieb Rüyam auf Instagram....
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23.10.26 - 14:06
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Cambricon′s third quarter profit surges 148% to US$210m amid push to replace Nvidia chips (SCMP)
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Chinese artificial intelligence chip giant Cambricon Technologies reported a 147.7 per cent surge in third-quarter profit on Friday, as the country's aggressive push to replace Nvidia chips continues to fuel high growth among local chipmakers.
The Shanghai-listed chipmaker generated 1.4 billion yuan (US$210 million) in net profit for the three months ended September 30, up from 566.6 million yuan during the same period last year.
Revenue reached 3.5 billion yuan, an increase of 104.5 per cent......
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21.10.26 - 13:49
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Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck (Bloomberg)
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US equity futures rise as SpaceX's quarterly earnings and Elon Musk's remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel's Ken Griffin warns that investors are "almost certainly" in an AI bubble, while Deutsche Bank's Christian Sewing says he doesn't see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins "Bloomberg Brief" on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg's Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue. (Source: Bloomberg)...
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19.10.26 - 19:30
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Markets Brace for Inflation, Tech Earnings (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Inflation fears rattle markets as Meta leads a massive earnings week. Nvidia-backed Nscale faces a valuation reality check, while Trump-Zelenskyy tensions deepen. Plus, Proofpoint's $6.3 billion Varonis deal; we talk with Thoma Bravo's Seth Boro. And JPMorgan's $230 billion economic-security push with Herman Chan, plus Ed Ludlow on Anthropic's public-good pledge. (Source: Bloomberg)...
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15.10.26 - 08:06
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TSMC′s Third-Quarter Profit Beats Expectations (Bloomberg)
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TSMC reported a better-than-expected profit for the third quarter as net income rose 69% to NT$763.1 billion ($23.6 billion). That came after the exclusive chipmaker of Nvidia and Apple's most advanced semiconductors reported a sales jump of 51% in the period, taking its revenue across the three months to $47 billion. Bloomberg's Anthony Stephens reports. (Source: Bloomberg)...
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