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26.06.26 - 11:36
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Goldman: Could Make Sense to Diversify Away From Chipmakers (Bloomberg)
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Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses the tech selloff and why he thinks it could make sense to diversify away from semiconductor makers and lean more toward hyperscalers. "These are incredibly cyclical companies," Mueller-Glissmann tells Bloomberg Television. "So to some extent, it could make sense to diversify a bit away from them." (Source: Bloomberg)...
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26.06.26 - 08:30
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As Chinese EVs expand global footprint, banks raise export forecasts (SCMP)
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Spurred by the rising popularity of electric vehicles (EVs), Chinese carmakers are consolidating their foothold in the global auto market, prompting international banks like Goldman Sachs to significantly raise their export forecasts.
Buoyant overseas shipments have also effectively created a cushion against falling domestic deliveries and an expected overall sales decline for Chinese automotive groups including BYD and Xpeng, analysts said.
“China's new-energy vehicle exports have been......
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25.06.26 - 15:12
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Futures Jump As Micron Revives AI Euphoria, Oil Erases War Gains (ZeroHedge)
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Futures Jump As Micron Revives AI Euphoria, Oil Erases War Gains
Global stocks and S&P futures are higher while Nasdaq futures are on a tear after Micron's sales forecast blew the lights out, brushing aside fears over a near-term pullback in the AI trade, while Qualcomm set aggressive targets at its investor day in New York. As of 8:00am ET, a revival of the AI demand theme is sending contracts on the Nasdaq 100 up 2.1% while S&P 500 futures are up a more modest 0.7%. MU is +18% pre-market, pushing Semis higher (SOXX +5%, DRAM +12%) while Mag7 - the companies which enable all this chip spending - are mostly lower. As Goldman's Delta 1 desks asks, how much longer will they be willing to see their stock languish while funding semiconductor outperformance? Korea's KOSPI rallied 5.5% overnight (closing well off the highs) and remains ~2.4% below pre-Flash Crash levels. While the AI theme is bid pre-market, this is not an 'Everything Rally' with Cyclicals seeing a mixed performance with Bank...
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