|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07.07.26 - 22:24
|
Market Strategist Highlights High Earnings Expectations Amid AI Sector Concentration (Bloomberg)
|
|
|
Jordan Jackson, Global Market Strategist at JPMorgan Asset Management, discussed the approaching earnings season and the challenges posed by elevated market expectations. While S&P 500 earnings growth is projected at over 20% for the quarter, excluding technology sectors reduces growth estimates to around 11%, which still represents solid double-digit expansion. He speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
07.07.26 - 21:48
|
Beijing Weighs Restricting Foreign Access To China′s Top AI Models (ZeroHedge)
|
|
|
Beijing Weighs Restricting Foreign Access To China's Top AI Models
Up until now, the politicization of AI models generally ran in one direction with US "frontier" LLM providers such as Anthropic and ChatGPT complaining consistently that Chinese open-sourced models were "distilling" (i.e. reverse-engineering) their products. And whether true or not, China has certainly been able to catch up dramatically to the US, with China's latest open-model, GLM 5.2, viewed as just barely behind the latest comparable US offerings, while the average gap between US and Chinese models has shrunk to almost nothing.
As complaints on both sides have become more vocal (amid occasional bans of the latest Anthropic model by the White House admin), last week we reported that for the first time, China's tech giant Alibaba banned employees from using Anthropic's Claude Code at work after the tool drew scrutiny for features that can help identify China-linked users, Reuters reported.
Fast forw...
|
|
|
07.07.26 - 21:30
|
Discord admits AI moderation bug wrongfully banned users over harmless images (TechCrunch)
|
|
|
Discord has acknowledged that a bug in its AI moderation system mistakenly banned more than 8,000 users over the past two months, after harmless images—including spreadsheets, chessboards, game textures, as well as white and gray transparent backgrounds—were incorrectly flagged as harmful content. The company confirmed that the issue had been affecting accounts since May, with […]...
|
|
|
|
|
|
|
07.07.26 - 20:42
|
AI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/2026 (Bloomberg)
|
|
|
Bloomberg's Ed Ludlow breaks down Samsung's quarterly profit that surged on memory demand, and why it still wasn't enough for investors. Plus, Amazon is back in the bond market, looking to raise at least $25 billion to fund spending on AI infrastructure; and SpaceX joins the Nasdaq 100 Index as sell-side coverage of Elon Musk's company kicks off. (Source: Bloomberg)...
|
|
|
07.07.26 - 20:32
|
Amazon Fuels AI Debt Boom With Another Bond Sale (Bloomberg)
|
|
|
Amazon is looking to raise at least $25 billion from a US dollar bond sale, marking its latest jumbo debt offering as the tech giant ramps up spending on artificial intelligence infrastructure. Bloomberg Intelligence analyst Robert Schiffman joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
