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30.10.26 - 14:27
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Futures Slide As AI Reckoning Claims Amazon, Intel; Oil Jumps On Hormuz Tanker Hits (ZeroHedge)
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Futures Slide As AI Reckoning Claims Amazon, Intel; Oil Jumps On Hormuz Tanker Hits
US futures slide with Nasdaq futures tumbling more than 2%, as the AI reckoning that started with Alphabet's record plunge claims two more megacaps: Amazon slides after a capex shock and the slowest e-commerce growth in three years, while Intel craters 26% after a guide that was "much weaker than expected"; meanwhile oil keeps climbing on signs the US may resume strikes against Iran and on an Iranian claim that two oil tankers were hit and stopped in Hormuz; as a result, the Nasdaq 100 is now tracking its biggest monthly underperformance against the equal-weighted S&P since 2002, with its members having wiped out more than $1.2 trillion in market cap this month. As of 7:30am ET, S&P futures are 1.1% lower at 7,672 while Nasdaq futures drop about 2.2% (28,970.75 in the Markets at a Glance snapshot) and Dow futures are up 0.1% at 52,575; Russell 2000 futures are down a more modest 0.5%. The los...
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30.10.26 - 14:00
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AI, fuelled by advanced chips, set to power semiconductor manufacturing: industry veteran (SCMP)
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Artificial intelligence is no longer merely the driving force behind global semiconductor demand, but is also actively reinventing how chips are designed and built, industry leaders and scientists said at a major science forum in Shanghai on Friday.
Chen Yunji, co-founder of AI chipmaker Cambricon Technologies, predicted that the integration between AI and chip design would eventually automate the chip design process entirely.
“In the [next] 10 years, the most important development … is the RSI......
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30.10.26 - 13:36
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Tech Rout Deepens as Earnings Stoke AI Fears (Bloomberg)
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Tech stocks and US equity futures fell as another batch of disappointing earnings intensified the selloff in the sector, as investors increasingly question the payoff from massive artificial intelligence spending.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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30.10.26 - 13:31
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50 Prozent bei KI-Servern: Apple-Zulieferer mit Kampfansage (Der Aktionaer)
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Foxconn bläst im KI-Geschäft zum Angriff. Der weltgrößte Auftragsfertiger will sich die Hälfte des globalen Marktes für KI-Server sichern. Die Auftragsbücher sind bereits prall gefüllt, die Kapazitäten auf lange Zeit ausgebucht. Für den Apple-Zulieferer beginnt damit eine neue Wachstumsdimension....
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