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06.11.26 - 20:42
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AI Trade Rebounds After Historic Rout for Tech Stocks (Bloomberg)
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)...
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06.11.26 - 20:42
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Climate Rioters Storm Microsoft Data Center Site In Amsterdam, Chant "Free Palestine" & "F**k AI" (ZeroHedge)
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Climate Rioters Storm Microsoft Data Center Site In Amsterdam, Chant "Free Palestine" & "F**k AI"
Far-left climate activists broke into the construction site of a new Microsoft data center in Amsterdam earlier this morning. The breach is a troubling sign that far-left social unrest across the West is far from over. PROTESTERS STORM MICROSOFT DATA CENTER IN THE NETHERLANDSAround 100 protesters entered Microsoft's data center near Amsterdam on Friday, opposing the expansion of AI infrastructure.Activists from Geef Tegengas accused AI data centers of consuming local resources and harming…— *Walter Bloomberg (@DeItaone) November 6, 2026
Geef Tegengas, a Dutch direct-action collective that began targeting fossil gas infrastructure in 2024, led the breach at the Amsterdam data center construction site. The action comes as this year's energy crisis exposes a key vulnerability in Europe's transition away from fossil fuels: demand for natural gas persists, leaving h...
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06.11.26 - 20:42
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AI Designer Babies? Thiel-Backed Startup Claims 14-Point IQ Boost (ZeroHedge)
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AI Designer Babies? Thiel-Backed Startup Claims 14-Point IQ Boost
A startup backed by Peter Thiel's Founders Fund says its latest model can sort IVF embryos by intelligence, with 14 IQ points between the top and bottom of a batch of ten."AI is rapidly getting smarter. Now, humanity can too," Nucleus Genomics founder Kian Sadeghi wrote on Sept. 18, announcing Vitruvian, the company's newest set of "genetic optimization models." "Vitruvian's intelligence model can optimize embryo DNA for 14 IQ points - nearly a standard deviation," he said, adding that the models were trained on more than a million people and validated on more than 40,000 siblings.Vitruvian doesn't edit DNA. It scores the embryos an IVF cycle has already produced, so parents can choose which one to implant. Besides intelligence, Nucleus has pitched comparisons of each embryo's height, eye and hair color, and risk of breast cancer, type 2 diabetes and autism.According to the company's whit...
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06.11.26 - 20:42
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Microsoft Pulls The Plug On Oracle AI Rental As Post-Election Data Center Fallout Spreads (ZeroHedge)
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Microsoft Pulls The Plug On Oracle AI Rental As Post-Election Data Center Fallout Spreads
More bad news for Oracle.About an hour after we checked in with Oracle's PR team on how that whole "force majeure is commonplace" thing was working out...Hey guys, any updates here? https://t.co/GCPReT2mE1— zerohedge (@zerohedge) November 6, 2026
... we got our answer, just not from Oracle:Guess not:*MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY https://t.co/2MizsjS9yq— zerohedge (@zerohedge) November 6, 2026
According to Bloomberg, Microsoft has spent recent months switching off the computing capacity it rented from Oracle after declining to renew the contract. The reason is about as unflattering as it gets for a company that has staked its balance sheet on AI infrastructure: the Oracle hardware ran on older-generation Nvidia chips and, over time, "no longer fit the company's specifications."ORCL promptly slid 4%, which put it, in our words, below the $116 equi...
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06.11.26 - 20:21
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Ist die KI-Revolution zu Ende? - Wir investieren in einer anderen Branche mit ordentlich Dividende (Boersentreff)
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Die Demokraten haben bei den US-Zwischenwahlen am Dienstag den Senat und das Repräsentantenhaus erobert. Dies sorgte für einen umfangreichen Ausverkauf von KI- & Tech-Aktien. Wir halten die Reaktion für übertrieben. Viele Amerikaner sind mit der erhöhten Inflation unzufrieden, insbesondere die stark gestiegenen Energiepreise aufgrund des Iran-Krieges haben für Verdruss gesorgt und den Republikanern Stimmen gekostet. Werden nun weniger KI-Rechenzentren gebaut? Vermutlich werden sich die Betreiber verstärkt mit den Gemeinden vor Ort über Strom- & Wasserverbrauch austauschen müssen, was vermutlich den Betreibern mehr Investitionen in Infrastruktur abverlangt. Gut möglich auch, dass verstärkt schon bestehende Rechenzentren ausgebaut werden. Die Demokraten sind ebenso an neuen Arbeitsplätzen und Steuereinnahmen interessiert wie die Republikaner und auch sie wissen, nur durch beständige Investitionen bleibt die USA führend in der KI-Branche, China schläft nicht! Das viel größere Problem für die KI-Techkonzerne sind die steigenden Anleiherenditen, welche insbesondere Betreiber von KI-Rechenzentren wie Oracle oder Coreweave zahlen müssen. Letztere Aktien zählen nicht zu unseren Favoriten. Die großen Techkonzerne wie Google, Amazon oder Facebook vermeldeten in ihren jüngsten Quartalsberichten aufgrund der enormen KI-Investitionen negative Cashflows. Bei Google führen mehr KI-Anfragen zu weniger Klicks auf klassische Suchergebnisse und bremsen das Wachstum mit Suchwerbung (es wächst trotzdem noch mit 12%). Der Markt hinterfragt zunehmend Investitionen in KI-Infrastruktur und verlangt nach profitablen KI-Geschäftsmodellen. Die KI-Revolution geht weiter, doch die Auswahl guter KI-Aktien wird schwieriger! Wir sind heute in den polnischen Versicherer PZU (PLPZU0000011) eingestiegen. Das polnische BIP wächst auch zukünftig mit annähernd 3% und wir halten PZU für eine solide langfristige Investition, welche über 6% Dividende bietet. https://www.boersentreff.de/powszechny_zaklad-aktie.htm
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06.11.26 - 20:18
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European Stocks Tumble On AI Regulation Fears (AFX)
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BRUSSELS/FRANKFURT/PARIS (dpa-AFX) - European stocks tumbled on Friday as risk appetite fell amid rising fears of tighter AI regulations by the Trump administration. Investors also reacted to corp......
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06.11.26 - 20:12
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Tech Stocks Rebound as Dip Buyers Return to AI Trade (Bloomberg)
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Bloomberg's Tim Stenovec takes a look at what's driving a rebound in tech stocks as dip buyers step in to support the battered AI trade. Plus, Anthropic's IPO plans are hit by the post-election selloff, prompting prospective investors to rethink the company's expected valuation; and the CEOs of Lyft and DraftKings join to break down their earnings results. (Source: Bloomberg)...
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06.11.26 - 19:30
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Jobs Boom Meets AI Market Turmoil (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A blowout jobs report fuels expectations for another Fed rate hike, even as Wall Street reels from a nearly $4 trillion tech selloff and mounting questions about the AI trade. Plus, Anthropic's IPO prospects and valuation reset, BlackRock CIO Rick Rieder explains the AI unwind and emerging credit opportunities, Kevin Hassett, director of the White House National Economic Council, discusses inflation and Fed policy, and Greg Ebel, CEO of Enbridge Energy, weighs in on the growing energy demands of AI infrastructure. (Source: Bloomberg)...
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