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12.08.26 - 18:48
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Why Stream ring-maker Sandbar says the future of AI wearables is voice (TechCrunch)
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AI notetaking hardware has taken off over the past couple of years, with credit-card-sized devices, pendants, pins, and even transcribing earbuds all promising to capture your meetings and turn them into summaries and action items. Now, a whole wave of wearables — rings especially — are betting people want to capture stray thoughts and ideas the same way. One of […]...
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12.08.26 - 18:01
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Google′s AI Is Killing the Internet (Bloomberg)
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AI bots are now generating more web traffic than people for the first time in history. But Google is accelerating the rise of automated activity, with its search infrastructure giving the company an unfair advantage, says Bloomberg Opinion columnist Parmy Olson. (Source: Bloomberg)...
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12.08.26 - 17:57
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Nebius: KI-Aktie dreht auf – das sagen die Analysten (Der Aktionaer)
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Die Nebius-Aktie dreht am Mittwoch auf. Grund sind die guten Zahlen für das zweite Quartal. Der Umsatz hat sich um 454 Prozent auf 582,3 Millionen Dollar erhöht. Zudem hat Nebius sein Ausbauziel auf mehr als vier Gigawatt Rechenleistung angehoben und plant Investitionen von bis zu 25 Milliarden US-Dollar....
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12.08.26 - 17:48
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CoreWeave und Nebius-Aktie: Darum zünden die KI-Hyperscaler jetzt den Turbo (Der Aktionaer)
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Der KI-Infrastrukturboom zeigt keine Anzeichen einer Abschwächung – im Gegenteil. Mit ihren jüngsten Quartalszahlen haben die beiden KI-Hyperscaler CoreWeave und Nebius bewiesen, dass die Nachfrage nach GPU-Rechenleistung weiter explodiert. Die Börse honoriert das: Die Aktien von CoreWeave und Nebius springen am Mittwoch zeitweise jeweils um 20 Prozent....
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12.08.26 - 17:48
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AI Boom Fuels Warehouse Demand (Bloomberg)
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Luke Petherbridge, CEO of Link Logistics joined Bloomberg Open Interest to explain how the AI boom is creating a second wave of demand far beyond data centers themselves. Cooling equipment, chip manufacturing and infrastructure are filling warehouses across the country, while e-commerce and reshoring add even more pressure to an industrial market where new supply is falling. (Source: Bloomberg)...
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12.08.26 - 17:32
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Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.
- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.
- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. (Source: Bloomberg)...
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