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06.06.26 - 01:36
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Wall Street Week | AI-era Internet, Spaceport Investment, Bolivia′s Investability (Bloomberg)
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This week, the dollar remains the world's dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world's reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge. (Source: Bloomberg)...
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05.06.26 - 22:36
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Wall Street: KI-Verluste belasten Nasdaq 100 und Co (Der Aktionaer)
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Die Wall Street hat am Freitag einen herben Rücksetzer verzeichnet. Was am Mittwoch als gesunde Korrektur bei den heißgelaufenen Tech-Giganten begann, weitete sich zum handfesten Ausverkauf aus. Der Nasdaq 100 verzeichnete den herbsten Rückschlag seit über einem Jahr....
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05.06.26 - 22:30
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Earnings and AI-Driven CapEx as Key to Sustained Gains (Bloomberg)
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Katherine Bordlethwait, Goldman Sachs asset management co head of equity client portfolio management, discussed the current equity market environment amid record highs and strong investor enthusiasm. She emphasized that continued earnings growth is critical for the market to sustain its momentum, noting that corporate profits as a percentage of GDP are at a record high.
(Source: Bloomberg)...
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