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01.10.26 - 01:51
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Benchmaxxed: Google′s New Gemini 4 Aces SAT, Struggles With Actual Job, "Skeptical Employees" Admit (ZeroHedge)
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Benchmaxxed: Google's New Gemini 4 Aces SAT, Struggles With Actual Job, "Skeptical Employees" Admit
After a year in which Google's AI roadmap resembled a Waymo stuck in a roundabout, the search giant on Wednesday finally unveiled Gemini 4 "Argon", its long-awaited flagship model. The market cheered, briefly: according to Goldman's closing equities color, GOOG traded +2% after hours on the "Argon" announcement.
Then Bloomberg reported that some of the people who have actually use the thing - as in Google's own engineers - aren't nearly as impressed as the leaderboard. The stock promptly faded.
According to Bloomberg's Julia Love and Davey Alba, Gemini 4 "performed well on benchmarks widely used to gauge model efficacy" but "does less well when employees actually put it to work," particularly on coding. One insider said the model "isn't particularly adept at front-end design" - the part of software that decides how apps and w...
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30.09.26 - 20:51
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Gulf Exports Roar Back To Pre-War Levels, Goldman Says; Blas Sees "Trump Has Advantage" On Hormuz (ZeroHedge)
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Gulf Exports Roar Back To Pre-War Levels, Goldman Says; Blas Sees "Trump Has Advantage" On Hormuz
The US conflict with Iran has been ongoing for seven months and will soon enter its eighth month. Diplomatic signals this week, along with another request for a US SPR dump and reports of Gulf oil export flows improving toward prewar levels, have sent Brent crude futures down to around $103 a barrel.
Goldman analysts Yulia Zhestkova Grigsby, Alexandra Paulus and Daan Struyven have penned a new note explaining that estimated "dark exports" have helped boost Persian Gulf oil exports to 23.3 million barrels a day over the past week, back to prewar levels and an encouraging development ahead of the Northern Hemisphere winter.
"We estimate that Persian Gulf oil exports, including estimated "dark exports", have recovered to 23.3mb/d over the last week, in line with their 2025 average, as exports doubled in September," the analysts wrote.
They said, "The re...
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30.09.26 - 14:48
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Stocks Waver Ahead of PCE, Micron; Mideast Oil Flows Rebound; Trump Backs Outside AI Audits (Bloomberg)
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US equity futures waver ahead of PCE inflation data and Micron earnings. Oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to JPMorgan and Goldman Sachs. President Trump endorses independent audits of AI systems through an accord with tech executives. Mads Pedersen of Human Edge Investment Technology joins "Bloomberg Brief" to discuss bond market risks ahead of key economic data. (Source: Bloomberg)...
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30.09.26 - 13:42
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JPMorgan and Goldman See Mideast Oil Flows Near Pre-War Levels (Bloomberg)
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Crude oil flows from the Middle East are returning toward pre-war levels despite continued risks to shipping, according to separate estimates from JPMorgan Chase & Co. and Goldman Sachs Group Inc.
US stocks and Treasuries rose with the Federal Reserve's favored inflation gauge and earnings from Micron Technology Inc. due, updates that are key respectively to interest rates and the artificial-intelligence trade.
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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