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08.10.26 - 05:49
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AI boom reportedly drives tech giants toward new debt financing for chips (Digitimes)
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Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes traditional financing channels to their limits. According to The Wall Street Journal, Broadcom is working to arrange more than US$50 billion in financing for custom AI chips it is developing with OpenAI, while Oracle is discussing financing with Apollo and Goldman Sachs for a major chip purchase. SpaceX has also held talks with lenders over a potential US$40 billion financing package for Nvidia chips....
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08.10.26 - 02:15
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Porsche Plans 20% Price Hike On Top-End 911s In Profit Push (ZeroHedge)
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Porsche Plans 20% Price Hike On Top-End 911s In Profit Push
During Capital Markets Day in Weissach, new Porsche CEO Michael Leiters offered Wall Street desks a bleak outlook, warning that the turnaround will take time and that operating conditions are unlikely to improve significantly over the next few years.
Leiters signaled to investors a shift toward value over volume. He said the focus is now on prioritizing higher revenue per vehicle and reducing dependence on China.
One such strategy, as Bloomberg reports, is for Porsche to raise average prices for its top-of-the-line sports cars by 20% and introduce a new model above the 911 as it seeks to recover after its disastrous entry into the electric vehicle space.
Sharp depreciation in used Porsche Taycans highlights the challenge of maintaining resale values for high-end EVs.
A recent Goldman report points to a similar divergence at Ferrari, where collectors favor V8 and V12 combustion-engine models while hybrids face pressure in the second...
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07.10.26 - 17:39
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Better Late Than Never? EU Prepares Import Cap On Chinese Hybrids As Germany′s Industrial Base Burns (ZeroHedge)
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Better Late Than Never? EU Prepares Import Cap On Chinese Hybrids As Germany's Industrial Base Burns
Some ten years after it should have, Europe is finally reaching for the brakes.
According to Bloomberg, the European Commission is preparing so-called safeguard measures to limit imports of Chinese hybrid vehicles, most likely via tariff-rate quotas that slap a levy on anything above a set volume. The cap would be time-limited, and Brussels plans to use hybrids as a "test case" which, if successful, could be replicated in other sectors where the bloc is drowning in Chinese imports.
Our reaction this morning was short and to the point:
EU PREPARES TEMPORARY IMPORT CAP ON CHINESE HYBRID CARS. Just 10 years too late
— zerohedge (@zerohedge) October 7, 2026
The market liked it anyway: Volkswagen jumped as much as 4.6%, Renault 6.1% and Mercedes 2%, while Goldman's European autos basket (GSXEAUTO) was up 90bps mid-morning, helped by a parallel headline that Germany and France want to w...
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07.10.26 - 10:45
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LVMH-Aktie: Kommt jetzt die Wende? (Sharedeals)
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Die LVMH-Aktie steht vor einem entscheidenden Stimmungstest. Nach dem Absturz um rund -40% seit Jahresbeginn notiert der Luxuskonzern derzeit nur knapp über dem 52-Wochen-Tief von 376 €. Am Dienstag legte die Aktie zwar +1,2% zu, doch hinter der Erholung stehen weiterhin große Fragezeichen. China und Goldman Sachs liefern frische Argumente, die neue Zweifel sowie Hoffnung […]
The post LVMH-Aktie: Kommt jetzt die Wende? first appeared on sharedeals.de....
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