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29.01.26 - 14:12
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Musk, Zuckerberg Battle for AI Supremacy With $155 Billion Splurge | The Pulse 1/29 (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: Kim Crawford, JPMorgan Asset Management, Global Rates Portfolio Manager; Giulia Pellegrini, Allianz Global Investors, Emerging Markets Portfolio Manager; Tiina Lee, Citi, UK CEO; Liam Fox, Former UK International Trade Minister and Former UK Defence Minister. (Source: Bloomberg)...
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28.01.26 - 23:54
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Meta Stock Jumps Despite Soaring Capex, Expense Forecast (ZeroHedge)
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Meta Stock Jumps Despite Soaring Capex, Expense Forecast
As we wrote in our Mag 7 earnings preview, investor sentiment has soured considerably on META since the Q3 25 print when it became abundantly clear that Zuckerberg's foot remains firmly pressed down on the OpEx/capex accelerator.
To date, investors have seen little tangible evidence that the Meta Superintelligence Lab is capable of producing a leading edge model, and as JPM sais, "we won't receive clarity on that issue this print. (But we may get some in the March/April timeframe when Avocado might launch.)" Looking at this quarter specifically, investors' attention will be focused squarely on the 2026 OpEx guide (can't be bigger than feared) as well the Q1 26 Revenue guide (needs to show a modest FXN acceleration on an easier comp). All told, investor sentiment on META heading into this print was at best 'timid', with many looking for the trade-off between massive capex and returns on investment.
Going into earnings, ...
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28.01.26 - 14:36
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JPM 2026: Warum die Biotech-Branche wieder handelt – und nicht nur hofft (GoingPublic)
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Bildnachweis: Marco – stock.adobe.com. Die J.P. Morgan Healthcare Conference 2026 markiert vielleicht keinen Neubeginn – aber einen Wendepunkt. Nach Jahren eher defensiver Strategien ist in Gesprächen mit Vorständen, Investoren und […]
Der Beitrag JPM 2026: Warum die Biotech-Branche wieder handelt – und nicht nur hofft erschien zuerst auf GoingPublic.de....
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