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29.07.26 - 19:12
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Highspeed für die KI (Der Aktionaer)
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Der Ausbau der KI-Rechenzentren treibt den Bedarf an immer schnelleren Glasfaserverbindungen. Genau hier setzt dieser Tech-Wert an....
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29.07.26 - 19:12
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Tech-Superstars im Check: Platzt jetzt die KI-Blase? (Der Aktionaer)
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Chip, Chip, hurra? Von wegen. Die großen KI-Gewinner stehen plötzlich unter Druck. Innerhalb weniger Wochen sind bei den Hyperscalern und Chipkonzernen Hunderte Milliarden Dollar an Börsenwert verschwunden. Plötzlich fragen sich die Anleger: Haben die Konzerne beim KI-Ausbau überdreht?...
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29.07.26 - 18:48
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EssilorLuxottica′s AI Smart Glasses Revenue Nearly Doubles On Ray-Ban, Oakley Demand (ZeroHedge)
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EssilorLuxottica's AI Smart Glasses Revenue Nearly Doubles On Ray-Ban, Oakley Demand
EssilorLuxottica shares rose as much as 4.5% in Paris before reversing course and falling 2%. The eyewear maker reported better-than-expected first-half profit margins, while revenue from its AI smart glasses nearly doubled in the second quarter, easing investor concerns over rising competition and component costs.
The Ray-Ban owner, which partners with Meta on smart glasses, reported a 13% increase in first-half adjusted profit to 1.9 billion euros, while its operating margin reached 18.6%, above the analyst estimate of 16.3%. Second-quarter revenue rose 8.7% at constant exchange rates to 7.69 billion euros, missing expectations due to weaker growth in North America.
Wall Street analysts called management's tone on the earnings call earlier today "optimistic" and "encouraging."
CFO Stefano Grassi noted, "There are good reasons to see a good trajectory on gross margin also for the second half." He told analy...
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29.07.26 - 18:46
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Zuckerberg knocks AI development centralization, control (The Hill)
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Meta CEO Mark Zuckerberg criticized the centralization of AI development on Tuesday, arguing the future of the technology should not be controlled by a limited group of major players. In a Wall Street Journal op-ed, the tech mogul focused on the prospect of superintelligence, or AI that can surpass human intelligence. "The defining question of......
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