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12.02.26 - 08:01
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Ritterschlag für Schneider Electric, Erholung bei Xpeng und Tesla (Der Aktionaer)
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Der neue Robotic Index des AKTIONÄR konnte zuletzt wieder etwas Boden gut machen. Dies liegt daran, dass sich etwa Aktien wie von Tesla und Xpeng erholen konnten und sich Schneider Electric weiter im Höhenflug befindet. Denn der französische Spezialist für digitale Energie- und Automatisierungslösungen ist nun von Goldman Sachs geadelt worden....
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11.02.26 - 15:54
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Electricity Demand Is Surging, The Grid Isn′t Ready: IEA (ZeroHedge)
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Electricity Demand Is Surging, The Grid Isn't Ready: IEA
By Tsvetana Paraskova of OilPrice.com
International Energy Agency says global electricity demand is growing at its fastest pace in 15 years, set to rise more than 3.5% annually through 2030.
While renewables, nuclear, and natural gas are expanding rapidly, grid infrastructure is becoming the key bottleneck, with over 2,500 GW of power and load projects stuck in connection queues worldwide.
Grid investment must rise about 50% above current levels to keep pace, with BloombergNEF and Goldman Sachs warning that persistent grid constraints could trigger power shortages and even undermine the U.S. position in the global AI race
Global electricity demand is rising at the fastest pace in 15 years and will continue to do so at least until the end of the decade as AI infrastructure, advanced manufacturing, and electrification have ushered in The Age of Electricity, the International Energy Agency (IEA) says.
Global power demand is ex...
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10.02.26 - 22:45
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Die Party ist vorbei, der Kater setzt ein (Inside Paradeplatz)
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Goldman Sachs warnt vor einbrechenden Märkten. Wenn die US-Investmentbank dies tut, dann nicht aus Menschenliebe.
Der jüngste Rebound an den Märkten war kaum mehr als ein technisches Aufbäumen nach dem Ausverkauf. Zu wenig Volumen, zu viel Hoffnung. Kaum hatten sich die Märkte am Freitag an einer zaghaften Erholung festgehalten, kam aus New York der kalte […]...
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10.02.26 - 22:12
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Build-A-Bear Workshop, Inc. Names James A. Goldman to Board of Directors (Business Wire)
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ST. LOUIS--(BUSINESS WIRE)--Build-A-Bear Workshop, Inc. (NYSE: BBW) is pleased to announce the appointment of James A. Goldman to its Board of Directors, effective immediately.
“After conducting an extensive search, we are pleased to welcome Mr. Goldman to our Board of Directors. We are confident that Mr. Goldman's extensive experience in leading successful global retail and branded consumer companies will enable him to make an immediate contribution as we look to accelerate our long-term strategic initiatives and continue to create value for our shareholders,” said Craig Leavitt, Non-Executive Chairman of the Board.
James A. Goldman has served on the Board of Directors of Domino's Pizza, Inc., a global restaurant and pizza company, since March 2010, where he is a member of the Audit Committee. In addition, Mr. Goldman serves on the Board of Directors of Abercrombie & Fitch Co., where he is a member of the Compensation Committee and Chair of the Nominating and Corporate Governance Committee. Mr. Gol...
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10.02.26 - 20:42
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Indians Bought More Gold Than Stocks In January, Goldman Sees Pros Buying Long-Dated Calls (ZeroHedge)
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Indians Bought More Gold Than Stocks In January, Goldman Sees Pros Buying Long-Dated Calls
The near-vertical surge in precious metals (arguably driven by speculative demand from China) came to a swift halt at the end of January, when silver suffered its biggest daily drop on record and gold plunged the most since 2013.
As Goldman's top futures trader, Robert Quinn, points out (in a note available at out MarketDesk.ai portal to professional subscribers), according to Commitment of Traders reports, Managed Money sold a record amount of Gold futures surrounding month-end.
The report covering January 27th - February 3rd, which included a -11.4% drop post Trump's nomination of Kevin Warsh for Fed Chair, displayed-$13.7bn of Managed Money selling, driven mostly by liquidation (-$12.1bn).
This marked a 10 year notional record and corroborated the plummet in aggregate open interest.
Over subsequent sessions, elevated price volatility caused additional long unwinds, consistent with flow models for ...
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