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16.05.26 - 14:02
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Nvidia vor den Zahlen: Kommt jetzt der KI-Schub? (Ariva)
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Goldman Sachs erwartet durch die bevorstehenden Nvidia-Zahlen neues Kurspotenzial, wodurch die Aktie die KI-Rallye endlich stärker einpreisen könnte. Am 20.Mai legt Nvidia seine Quartalszahlen vor. Trotz der anhaltenden Dominanz des Unternehmens im globalen KI-Boom entwickelte sich die Aktie zuletzt überraschend schwach im Vergleich zum restlichen Halbleitersektor. Während die Nvidia-Aktie seit Jahresbeginn rund 15 Prozent zugelegt ......
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15.05.26 - 19:33
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US Gasoline Inventories Plunging On Surging Exports, Resilient Demand (ZeroHedge)
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US Gasoline Inventories Plunging On Surging Exports, Resilient Demand
Prompt Brent/WTI crude nearby futures increased by 5/7% week-over-week to $105/101 as flows through the Strait of Hormuz remained very low and on limited signs of progress on a US-Iran deal.
Meanwhile, as global oil inventories collapse at a record pace yet sliding Chinese demand and strategic releases from Beijing keep crude prices relatively stable, Goldman writes that the US gasoline market has become very tight, with inventories drawing at a rapid average pace of 0.7mb/d since April 1st to 5% below their historical seasonal median this week.
This has been driven by a combination of:
Surging net exports demand. US gasoline net exports are up 0.34mb/d year-over-year (4-week average)
Resilient domestic demand. Gasoline demand is resilient at just 0.2mb/d below its year-ago level (no demand destruction yet) and we are now entering the summer driving season.
Price incentives to shift production to distillates. Strong jet f...
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15.05.26 - 15:18
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Trump Says Relationship with China′s Xi is ′Very Strong′ | The Pulse 05/15/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Shoqat Bunglawala, Goldman Sachs Asset Management, EMEA Head of Multi-Asset Solutions; Tina Fordham, Fordham Global Foresight, Founder and Geopolitical Strategist; Jeremy Awori, Ecobank, Group CEO. (Source: Bloomberg)...
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