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21.10.26 - 14:06
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Huang Says All Industries Across Europe Need to Adopt AI (Bloomberg)
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Nvidia CEO Jensen Huang pushed Europe to adopt artificial intelligence more quickly. “For Europe to benefit from AI, and to have really created an AI ecosystem and AI economy, you need all of the end markets, the end industries to adopt AI,” Huang said Wednesday at his company's GTC conference in Berlin. (Source: Bloomberg)...
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21.10.26 - 14:01
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Bernard Mensah on AI, Bond Yields and Global Markets (Bloomberg)
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Bernard Mensah of Bank of America discusses the AI bubble debate, rising sovereign bond yields and shifting global investment opportunities. He also examines supply chains, Europe's growth challenges and opportunities across Asia and other global markets. Mensah spoke with Bloomberg at the Berlin Global Dialogue. (Source: Bloomberg)...
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21.10.26 - 14:01
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AI Rebound Soothes Markets (AFX)
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CANBERA (dpa-AFX) - Sentiment in global markets improved in the backdrop of earnings updates and forecasts of thriving AI demand revealed by major tech companies. The spike in crude oil prices how......
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21.10.26 - 13:49
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SpaceX Results Reignite AI Trade, Meta Results on Deck (Bloomberg)
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US stock futures rose after strong results from SpaceX eased concerns over whether a global investment spree in artificial intelligence can prove sustainable.
Meta investors will be looking for any updates on the company's artificial intelligence spending when it reports quarterly results on Wednesday after the market close. They'll also be watching for signs that the company is making progress in offsetting those costs by monetizing its cloud business.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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21.10.26 - 13:49
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Stocks Rebound on Strong SpaceX Results; AI Bubble Dispute; Tech Earnings on Deck (Bloomberg)
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US equity futures rise as SpaceX's quarterly earnings and Elon Musk's remarks on a potential SpaceX-Tesla merger boost investor confidence. Citadel's Ken Griffin warns that investors are "almost certainly" in an AI bubble, while Deutsche Bank's Christian Sewing says he doesn't see one. Jensen Huang speaks at the Nvidia GTC event in Berlin. Tesla, Meta, and IBM are set to report earnings. Kallum Pickering of Peel Hunt joins "Bloomberg Brief" on the risks around debt-financed growth. Bernard Mensah, President of Bank of America International joins Bloomberg's Francine Lacqua for an exclusive conversation at the Berlin Global Dialogue. (Source: Bloomberg)...
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