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20.10.26 - 17:18
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Jeanne Sun Favors US Stocks as AI Rally Continues (Bloomberg)
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Jeanne Sun of Citi discusses resilient earnings, AI-driven productivity gains and how investors are navigating market volatility. She says Citi favors US equities while remaining cautious on Treasuries as strong growth and sticky inflation pressure yields. (Source: Bloomberg)...
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20.10.26 - 17:12
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AI Fears Roar Back, Tech Earnings on Deck (Bloomberg)
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A rebound in the artificial intelligence trade sputtered after the dismal debut of a South Korean data center firm revived concerns about whether the technology's spending boom can last.
Seoul's Kospi Index fell 3.8% on a fresh bout of weakness in two of the world's biggest memory makers, Samsung Electronics Co. and SK Hynix Inc. AI infrastructure group Elice Inc. suffered the worst opening day for a sizable company on the bourse, even after an initial public offering that was 400 times subscribed.
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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20.10.26 - 16:42
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Stocks Fall as AI Worries Trigger Treasury Gains (Bloomberg)
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Renewed selling in chipmakers dragged down stocks as the dismal debut of a South Korean data center firm revived concerns about the artificial-intelligence trade.
John Mowrey, CIO at NFJ Investment Group, discusses the markets and AI trade. (Source: Bloomberg)...
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20.10.26 - 16:31
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Der Motor der KI-Ära: Rücksetzer liefert attraktive Einstiegschance (Der Aktionaer)
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Am Markt sorgen KI-Panikverkäufe für Druck, während Zahlen eines US-Tech-Konzerns den Boom konkret greifbar machen. Je stärker KI in Industrie und Alltag Einzug hält, desto größer wird der Bedarf an effizienter Rechenleistung. Dieser Kontrast macht heute einen Wert für einen spekulativen Hebel-Trade besonders interessant....
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20.10.26 - 16:30
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Global AI Selloff Hurts Crypto Market Sentiment (AFX)
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WASHINGTON (dpa-AFX) - Sentiment in the crypto market suffered amidst a global selloff in AI related stocks. South Korea's KOSPI index declined 3.7 percent whereas Japan's Nikkei 225 shed more tha......
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20.10.26 - 16:00
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What is Discovery Loop, Chinese teen AI prodigy Nathan Chen′s rumoured next destination? (SCMP)
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Just days after announcing his departure from Moonshot AI, teen Chinese artificial intelligence prodigy Nathan Chen Guangyu seems to have found his next destination.
On Tuesday, Arfur Grok, a widely-watched anonymous social media account that tracks AI talent movements in the US, posted that the former Moonshot AI researcher was joining Discovery Loop, an AI start-up founded by four former Google senior researchers including former chief scientist Jeff Dean.
Launched just two months ago, the......
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