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28.07.26 - 15:21
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10% (ZeroHedge)
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10%
Futures extend Monday's losses as the Tech tape continues to unravel; global Semis were hit yesterday and again overnight (despite the best attempts of Goldman and JPM to force retail to buy the falling knives) with Asian stocks and especially Korea (-10%) bearing the brunt with fears of Chinese competition accelerating the sell-off and then spilling back over into the US. As of 7:00am ET, S&P futures are down 0.2% with tech slammed pushing the Nasdaq 0.9% lower and leaving the index set for a five-day run of losses for only the second time this year. Semis are again lower pre-market led by weakness in Nvidia, Intel and Micron, while Mag7 names are mostly bid and outperforming. While Defensives are leading Cyclicals, there are bids to Discretionary and Financials as both sectors look to outperform. As JPM writes in its Market Intel post this morning (available to pro subs), the market is swept in a risk-off tone (where all t...
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28.07.26 - 14:45
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Vale Aktie nach 70%-Rally: Goldman Sachs zieht die Reißleine! (Aktiencheck)
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New York (www.aktiencheck.de) - Vale-Aktienanalyse von Goldman Sachs:
Der Analyst Marcio Farid von Goldman Sachs stuft die Aktie von Vale S.A. (ISIN: BRVALEACNOR0, WKN: 897136, Ticker-Symbol: CVLC) von "buy" auf "neutral" herab und senkt das Kursziel von 18 USD auf 16 USD.
Farid sehe kurzfristig nur begrenzte Kurstreiber, die die Aktie weiter nach oben bewegen könnten. [mehr]...
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28.07.26 - 04:00
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Chinese AI developers may shift to ′paid weights′ commercial licensing: Goldman Sachs (SCMP)
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Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their open-weight models, according to the head of Asia internet research at Goldman Sachs, as firms look to capture more revenue from their soaring global use.
The assessment comes as Chinese AI models – such as Moonshot AI's Kimi K3 and Zhipu AI's GLM-5.2 – have reached performance levels just a fraction behind top US rivals.
However, because Chinese developers typically release......
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