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11.11.26 - 12:42
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Citi′s Aganga on AI, Markets and Inflation (Bloomberg)
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Olaolu Aganga of Citi says strong earnings and attractive valuations continue to support US stocks despite recent volatility. She discusses the long-term AI investment cycle, opportunities in cybersecurity and critical metals, and why AI productivity gains are still ahead. Aganga also warns inflation could remain hotter than expected, pushing rates higher and favoring shorter-duration fixed income and gold. She speaks with Anna Edwards on Bloomberg Brief. (Source: Bloomberg)...
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11.11.26 - 12:30
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Airbnb Is Building Its Own AI Travel Agent, Co-Founder Says (Bloomberg)
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Airbnb Co-founder and Chief Strategy Officer Nathan Blecharczyk says the company is developing its own specialized AI travel agent that will eventually be able to book both on and off Airbnb's platform. In an interview with Bloomberg's Francine Lacqua on “The Pulse”, he spoke about how AI is transforming Airbnb, the company's return to growth, regulation and housing in Europe, and the shift in travel beyond major cities. (Source: Bloomberg)...
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11.11.26 - 12:12
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Kai-Fu Lee Questions Soaring AI Valuations (Bloomberg)
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AI pioneer Kai-Fu Lee discusses whether trillion-dollar AI valuations can be justified, the risks of circular funding, and the impact of cheaper Chinese and open-source models. The Sinovation Ventures Chairman and CEO and 01.AI CEO also explains why businesses need to reinvent themselves around AI, and why Europe's biggest opportunity may be in AI applications rather than foundation models. Lee appeared on “The Pulse with Francine Lacqua”. (Source: Bloomberg)...
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11.11.26 - 12:06
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Anthropic IPO Demand Surges as AI Trade Roars Back (Bloomberg)
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Traders piled back into the artificial intelligence trade, lifting US stock futures following strong results from beaten-down neocloud firm CoreWeave and robust demand for Anthropic's initial public offering.
Ukraine and Russia started a second day of US-led peace talks in Abu Dhabi after Ukrainian President Volodymyr Zelenskyy called the first round of discussions “constructive and quite substantive.”
Climate negotiators from almost 200 countries have gathered for COP31 in Antalya, Turkey with a narrower agenda than in the past. There are concerns that ambition to tackle climate change is waning but the global energy supply crunch and growing AI backlash may spur policymakers into action.
Today's guests: Saira Malik, Nuveen CIO; Michael Mueller, RWE CFO; Nathan Blecharczyk, Airbnb Co-Founder & Chief Strategy Officer; Kai-Fu Lee, Sinovation Ventures Chairman & CEO & 01.AI CEO (Source: Bloomberg)...
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11.11.26 - 12:01
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AI boom or bubble? (Al Jazeera)
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A tech sell-off has raised questions about AI spending and the risks to jobs and growth across the global economy....
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11.11.26 - 11:45
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Helsing stellt militärische KI-Plattform vor (DPA-AFX)
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BERLIN (dpa-AFX) - Das Münchner Rüstungsunternehmen Helsing hat eine militärische KI-Plattform für die Bedrohungsanalyse und Verteidigungsplanung vorgestellt. Das System Clarity analysiere große Datenmengen und erkenne darin militärische Kräfte, Anlagen ......
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11.11.26 - 11:36
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Amid Nvidia saga, T-Head IPO a crucial test for Alibaba – and China′s AI ambitions (SCMP)
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Alibaba Group Holding's planned Hong Kong listing of its semiconductor design arm, T-Head, is poised to reshape China's artificial intelligence hardware arena while unlocking billions of dollars in trapped valuation for the tech titan, according to analysts.
The proposed spin-off serves as a test of whether the sum of Alibaba's parts is worth significantly more than its current market valuation. Alibaba's Hong Kong-listed shares slipped about 1 per cent to HK$100.60 on Wednesday, the day......
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