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05.08.26 - 14:36
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Chinese optical-module stocks rebound as analysts downplay ′mild′ AI curbs proposed by US (SCMP)
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Shares of China's leading optical-module makers clawed back early losses on Wednesday after analysts downplayed the impact of proposed US restrictions that could block the firms from future American AI data centres.
They noted that the rules would likely leave current supply chains intact and face significant hurdles because of America's heavy reliance on Chinese manufacturing.
Zhongji Innolight ended the day down 7.3 per cent and 6.7 per cent in Shenzhen and Hong Kong, respectively, while......
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05.08.26 - 14:18
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Stocks Rally on Strong Earnings; SpaceX′s AI Spending Hits Shares | Bloomberg Brief 08/05/26 (Bloomberg)
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US equity futures gains after stocks closed at an all-time high for the first time since June. Shares of SpaceX extend its decline as the company's AI spending puts a damper on its debut earnings results. Oil rises after a new threat by the Houthi militant against Middle East shipping offsets optimism from President Trump about a potential US-Iran deal. Matt McLennan of First Eagle Investments discusses the resilience in US corporate profit margins. (Source: Bloomberg)...
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05.08.26 - 14:12
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AMD und Infineon bleiben am Boden ? dafür darf dieser KI-Gewinner jetzt abheben! (Ariva)
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Die Halbleiterhersteller AMD und Infineon konnten mit ihren Zahlen nicht überzeugen, umso besser hat dafür Arista Networks seine Hausaufgaben gemacht. KI-Zulieferer Arista Networks überzeugt auf ganzer Linie Mit Ausnahme von Nvidia haben inzwischen sechs der sieben Magnificent-Seven-Werte ihre Quartalsberichte vorgelegt. Langeweile kommt dennoch nicht auf, denn auch in dieser Woche präsentieren etliche hochkarätige Unternehmen ......
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05.08.26 - 14:01
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AI Focus Created Market Complacency: McLennan (Bloomberg)
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Matt McLennan, First Eagle Investments Head of Global Value Team, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the market complacency created by a high concentration in AI. (Source: Bloomberg)...
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05.08.26 - 14:01
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S&P 500 Poised for Another Record as AI Spending Narrative Holds (Bloomberg)
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Futures climbed on Wednesday as the latest batch of earnings pointed to strong demand for, and spending on, artificial intelligence. SpaceX reported higher-than-expected AI-related outlays, which overshadowed results that broadly beat forecasts, while Nvidia Corp. rallied after Elon Musk touted his computing plans....
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05.08.26 - 13:48
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Trump′s Hormuz Update, OpenAI & Anthropic AI Alarms | The Pulse 8/5/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Beata Manthey, Citi Head of EMEA Equity Strategy; Mike Doustdar, Novo Nordisk CEO (Source: Bloomberg)...
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