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30.10.26 - 19:36
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Tech-Riesen kämpfen: Die Nervosität rund um KI wächst (FAZ)
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Die großen Techkonzerne sehen sich nicht nur verstärkten Fragen ausgesetzt, ob sich ihre gewaltigen KI-Investitionen auszahlen. Ihre Quartalsberichte nähren auch Sorgen, dass KI manche ihrer Geschäfte bedrohen könnte....
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30.10.26 - 19:24
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KI-Aktien: Vertrauen geht anders (FAZ)
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Künstliche Intelligenz (KI) ist seit Monaten das mit Abstand dominierende Thema an den globalen Aktienmärkten. Und mit jedem Börsengang, jeder Kapitalerhöhung gewinnt KI an Gewicht....
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30.10.26 - 18:57
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022 (ZeroHedge)
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022
The AI trade was crushed Friday morning, with the Nasdaq 100 tumbling 3% and the S&P 500 down 1.5%. Intel suffered its steepest intraday decline on record as AI-led selling deepened this week's tech rout.GS Broad AI US Index, Goldman Sachs' basket of US-listed stocks exposed to AI, sank 4.7%. Meanwhile, the equal-weighted S&P 500 gained about 1.2%, a sharp divergence beneath the surface that suggests losses remained heavily concentrated in large-cap tech and AI-related stocks.The S&P 500's best-performing sector this morning has been consumer staples, up 1.64%, as the index briefly hit a new record ahead of lunchtime in New York. The S&P 1500 Consumer Staples Index rose as much as 2.3%, giving up some of those gains as 1100 ET approached. Colgate-Palmolive and Mondelez International led the advance.Colgate-Palmolive rose as much as 5.5% in premarket trading and was up 2.5% in cash sessio...
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30.10.26 - 18:57
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Tech, AI, & Semis Aren′t The Only Problem... (ZeroHedge)
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Tech, AI, & Semis Aren't The Only Problem...
Submitted by QTR's Fringe FinanceWhile the Nasdaq is getting its teeth kicked in Friday morning on disappointing earnings from Amazon and Intel, I'm keeping a close eye on another corner of the market that I believe could play an outsized role in the next major selloff: cryptocurrency.I've argued before that crypto could either catalyze or exacerbate the next market crash. In my opinion, it remains the most liquid tip of the speculative risk spear, and three developments over the last several days have only reinforced my concerns.And in my piece, Is Bitcoin Too Deep in the Fabric of the U.S. Financial System?, I laid out that I think bitcoin is inside the walls of the financial system. And once you start weaving something this volatile into pensions, ETFs, corporate treasuries, and now retirement plans, unwinding it without collateral damage becomes nearly impossible.So today, let's just put aside Intel, Google and Amazon. I think at this p...
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30.10.26 - 18:48
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Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth (Bloomberg)
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Bloomberg's Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker's struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant's accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in an attack that rocked the crypto world. (Source: Bloomberg)...
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30.10.26 - 18:30
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Why Anthropic′s AI Edge Appeals to Long-Term Investors (Bloomberg)
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Anthropic's technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic's governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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30.10.26 - 18:30
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Roblox Sees AI Content Surge as Daily Active Users Fall (Bloomberg)
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Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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