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14.08.26 - 01:06
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Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook (Digitimes)
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Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier said the improvement came as new-model products began shipping to a major cloud service provider customer in the second quarter, helping margins recover after a temporary slowdown during the first-quarter product transition....
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14.08.26 - 00:48
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Easing Inflation and AI Rally Push Stocks Toward Records | The Close 8/13/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Wells Fargo CIO, Wealth & Investment Darrell Cronk, JLL President, Retail Advisory Services Naveen Jaggi, Barclays Managing Director, Senior Retail Analyst Adrienne Yih, Bluestone Equity Partners Founder & Managing Partner Bobby Sharma, Janus Henderson Head, Multi-Asset Macro Investing Mike Contopoulos, Susquehanna International Group Senior Equity Research Analyst Mehdi Hosseini, Mizuho Securities Managing Director, Restaurants Equity Research Nick Setyan, JAB Holdings Chief Investment Officer Anant Bhalla, & VMG Partners Managing Partners Robin Tsai. (Source: Bloomberg)...
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13.08.26 - 22:18
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′SaaSpocalypse′ Risk From AI Reaches Beyond Private Equity (Bloomberg)
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Bloomberg's Paula Seligson said that specific subsets of the software industry are especially at risk from the 'SaaSpocalypse' — the selloff of companies based around 'software-as-a-service — as artificial intelligence replaces software functionality for things like data visualization. Seligson said that right now investors are trying to figure out the reality of the risk around the 'SaaSpocalypse' and which companies most vulnerable.
(Source: Bloomberg)...
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13.08.26 - 20:18
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Anthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down what could be Anthropic's biggest acquisitions yet: a $6 billion deal for AI startup Decart to help it squeeze more performance out of its computing infrastructure. Plus, CoreWeave warns investors that shifting from its exclusive use of Nvidia AI chips may cost time and money, and Cerebras' second-quarter earnings send its shares sliding after underwhelming growth. (Source: Bloomberg)...
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