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27.04.26 - 19:42
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Mag 7 Earnings Test $16T AI Rally | Open Interest 4/27/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." It's a make-or-break week for the rally as five of the Mag 7, worth nearly $16 trillion, prepare to test the AI trade. The Fed headlines a packed week of central bank decisions while Washington moves on a potential new chair. Plus, tensions in the Middle East as Iran floats a plan to reopen the Strait of Hormuz. Rebecca Patterson warns investors may be underestimating geopolitical risks. Ed Ludlow breaks down a major shift in the Microsoft-OpenAI partnership. Steve Ketchum says private credit stress is creating opportunity. Tony Sage sounds the alarm on rare earth processing. And Haas F1 boss Ayao Komatsu joins us on the surging popularity of the sport. (Source: Bloomberg)...
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27.04.26 - 19:18
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China blocks $2bn Meta takeover of AI agent developer Manus (The Guardian)
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Beijing says domestic tech companies must seek explicit government approval for accepting US investmentBusiness live – latest updatesChina has blocked Meta's $2bn (£1.5bn) acquisition of an AI startup as it cracks down on US investments in domestic tech companies.Mark Zuckerberg's Meta, the owner of Facebook, Instagram and WhatsApp, announced the acquisition of Manus, a developer of autonomous AI agents, in December. Continue reading......
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27.04.26 - 19:18
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Interview mit Personalvorständin: Ergo: Wie Jobabbau und KI-Einsatz miteinader verzahnt werden sollen (Das Investment)
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Viele Versicherer reden nicht offen über Stellenabbau durch verstärkten KI-Einsatz. Die Ergo schon: Personalvorständin Lindemann legt offen, wie der Plan bis 2030 aussieht.Stellen abbauen und gleichzeitig sicherstellen, dass die Technologie liefert, die den Abbau rechtfertigt: Ergo-Personalvorständin und Arbeitsdirektorin Lena Lindemann hat in einem Interview mit "Bloomberg News" in Frankfurt offen beschrieben, wie der Versicherer diesen Balanceakt managen will – und warum die Synchronisierung von KI-Einführung und Stellenabbau das zentrale Prinzip der nächsten Jahre ist. Für Lindemann ist KI zwar nur eine Transformationswelle von vielen in den vergangenen Jahren, aber: "Was sie radikal unterscheidet, ist die Geschwindigkeit der Veränderungen und die geringere......
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27.04.26 - 18:31
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Google Staff Urge Pichai to Refuse Classified Military AI Work (Bloomberg)
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Hundreds of AI researchers at Alphabet Inc.'s Google have signed onto a letter urging Chief Executive Officer Sundar Pichai to refuse to make the company's artificial intelligence systems available for classified workloads for US defense missions, according to organizers of the effort....
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27.04.26 - 17:51
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"This Is Not Normal": China′s DeepSeek Cuts New AI Model Fees, Again (ZeroHedge)
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"This Is Not Normal": China's DeepSeek Cuts New AI Model Fees, Again
DeepSeek senior researcher Victor Chen announced on X that the company's newly released DeepSeek-V4-Pro model will be offered at a huge discount over the next week, a move that threatens to unleash an AI platform price war just as Anthropic, OpenAI, and Google are rolling out newer, more expensive models.
"Second price drop in two days! On top of the base 75% off, stack an extra 90% discount for cache hits. That brings it down to just 0.003625 USD/0.025 RMB per 1M input tokens with cache hit ~ ?? Go wild and have fun ~," Chen wrote in a post on X late Sunday night.
He added, "Just a heads-up: the cache discount is permanent, while the base 75% off promo runs until May 5, so make the most of it while you can!"
Second price drop in two days! On top of the base 75% off, stack an extra 90% discount for cache hits — that brings it down to just 0.003625USA/0.025 RMB per 1M input tokens with c...
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