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19.08.26 - 20:18
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Marvell, Google Deepen Ties in AI Chip Race | Bloomberg Tech 8/19/2026 (Bloomberg)
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Bloomberg's Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies. (Source: Bloomberg)...
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19.08.26 - 20:15
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FOMC Minutes Tilt Hawkish: ′Inflation Risks Skewed To The Upside′ Due To AI (ZeroHedge)
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FOMC Minutes Tilt Hawkish: 'Inflation Risks Skewed To The Upside' Due To AI
While today's market moves (post-Bessent's OpTwist bailout) are changing things rapidly, since the last FOMC meeting, on July 19th, where Warsh held rates (hawkishly) unchanged (in the biggest surprise to market expectations in decades) amid multiple dissents, gold, bitcoin, and oil have outperformed, the dollar and bonds have lagged, with stocks solidly green in the middle...
And rate-hike expectations have plunged, erasing the hawkish shift since Warsh's first Fed meeting (thanks mostly to weak macro since the meeting)...
With Fed-watchers up in arms about him not giving the book away (ending forward guidance), they are hoping for some signs on the tea-leaves today of The Fed's reaction function (don't hold your breath) or what they are watching (still don't hold your breath).
Market participants expected the Minutes to show that hawkish sentiment on the committee was broad-based, despite the decision to hold...
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19.08.26 - 20:02
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Why AI Isn′t the BOE′s Biggest Inflation Worry (Bloomberg)
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Could the AI boom become a new source of inflation for the UK? KPMG UK Chief Economist Yael Selfin discusses how rising chip and AI model costs are filtering through the economy and why higher household energy costs remain a much bigger concern for the Bank of England. She joins Ed Ludlow to discuss on "Bloomberg Tech." (Source: Bloomberg)...
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19.08.26 - 19:27
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Meet the startup helping Wall Street put a price on AI compute (TechCrunch)
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The AI buildout shows no signs of slowing. And with hundreds of billions of dollars a year going into data centers and GPUs, compute has become the single biggest cost for anyone building AI products. But for all that spending, there still isn't a straightforward way to put a price on compute — or for firms to hedge their exposure when the price changes. Silicon Data […]...
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19.08.26 - 19:09
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Strom für die neue KI-Welt (Der Aktionaer)
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Der weltweite Energiebedarf steigt und gleichzeitig werden Öl und Gas durch den Iran-Krieg teurer. Die Nachfrage nach erneuerbaren Energien wie Solar- und Windkraft nimmt zu, nach starken Zahlen nehmen die Aktien wieder Fahrt auf....
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19.08.26 - 18:48
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Healthcare Stands Out Beyond AI (Bloomberg)
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UBS's Nadia Lovell said that as AI influences more sectors across the market, traditional diversification has become more challenging, making healthcare an attractive option due to its strong performance, innovation pipeline, and relatively attractive valuations. (Source: Bloomberg)...
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