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13.01.26 - 21:36
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Super Micro Computer: Absturz des KI-Highflyers – Goldman teilt aus (Der Aktionaer)
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Bis Anfang 2024 war Super Micro Computer der Inbegriff des KI-Highflyers. Doch Vorwürfe der Bilanzmanipulation und ein deutlich schwächer als erhofftes Wachstum haben bei der Aktie für einen drastischen Absturz gesorgt. Zuletzt hat sich die Lage zwar beruhigt, Goldman Sachs sieht aber weiter Risiken und bleibt vorsichtig....
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13.01.26 - 20:42
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Apple Picks Gemini AI in Win for Google′s Tensor Chip (Bloomberg)
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Apple chooses Google AI in a multiyear deal that highlights the cost advantage of Google's tensor processing unit chips and Apple's need to improve AI offerings. Dan Ives, managing director and senior equity analyst at Wedbush, discusses the deal with Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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13.01.26 - 20:24
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Investors Eye AI Spending in Bank Earnings (Bloomberg)
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JPMorgan CEO Jamie Dimon insisted in the bank's post-earnings call that it will be spending on AI to drive efficiencies and keep up with competitors, in response to an analyst question. As bank earnings continue to roll out this week, Alexandra Mousavizadeh, co-CEO and co-founder of Evident, a platform that benchmarks and tracks AI adoption across the financial services sector, joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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