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23.10.26 - 09:06
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Rapidus courts US AI customers ahead of planned 2H27 2nm mass production (Digitimes)
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Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a key challenge, and initial demand is expected to come mainly from the United States, where demand related to artificial intelligence is strong....
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23.10.26 - 09:01
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AI Trade Faces Earnings Test: Market Snapshot (Bloomberg)
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Some of the world's biggest tech names delivered earnings this week that drew mixed reactions from investors. The results come as jitters over the trade increasingly shift from cash flows and profits to how the technology's massive build-out is being financed. "The Opening Trade" team spoke to market strategists and CEOs about whether this week's results suggest the artificial intelligence boom is nearing its peak, or still has room to run. (Source: Bloomberg)...
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23.10.26 - 08:54
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Global stocks wobble as AI fears grow; retail sales in Great Britain fall in September as shoppers cut back - business live (The Guardian)
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Rolling coverage of the latest economic and financial newsGood morning, and welcome to our rolling coverage of business, the financial markets, and the world economy.A fresh wave of selling hit AI stocks around the world overnight, as investor grow increasingly anxious around the sustainability of AI-fuelled returns.As storm Austen hits these shores this morning, clouds kept darkening for markets yesterday, as the wobbles of recent weeks all collided at once. First, there was mounting stress around France, with the Franco-German 10yr spread (+14.8bps) seeing its biggest daily widening since the initial pandemic turmoil in March 2020.Second, AI fears continued to gather pace, with the Philly semiconductor index (-6.72%) falling to its lowest level since July, which dragged down equities more broadly. And third, the latest geopolitical fears meant oil prices kept rising as well, with Brent crude (+4.00%) hitting a 5-month high of $113.17/bbl.…In the midst of all these market pressures, an interesting them...
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23.10.26 - 08:45
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Kann die Künstliche Intelligenz auch Bankkonten plündern? (Tichys Einblick)
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Eine neue, schwer kalkulierbare Gefahr alarmiert die US-Großbanken: Künstliche Intelligenz verschafft sich zunehmend Zugang zu Bankkonten, und manche Programme scheinen dabei eigenständig zu handeln, ohne dass ihre Nutzer entsprechende Anweisungen gegeben haben. Laut der News-Plattform Axios beginnen die Geldinstitute damit, externe KI-Systeme auszusperren. Betroffen sind bereits einige der größten Finanzinstitute der Vereinigten Staaten. Dazu gehören
Der Beitrag Kann die Künstliche Intelligenz auch Bankkonten plündern? erschien zuerst auf Tichys Einblick....
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