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01.10.26 - 18:01
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Bain holt KI-Spezialisten von BCG nach Zürich (Finews)
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Bain & Company verstärkt sein Schweizer Führungsteam mit einem ausgewiesenen Technologie- und Finanzexperten. Jürgen Rogg wechselt nach mehr als 17 Jahren bei der Boston Consulting Group zur Unternehmensberatung und bringt auch Erfahrung von UBS mit....
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01.10.26 - 17:42
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Carlyle Warns on AI Hype and Credit Risk Ahead (Bloomberg)
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Amid the AI boom, private credit is pouring into data centers and hyperscalers, but the risks are real. Carlyle's Co-President Mark Jenkins joins Bloomberg Open Interest with a warning that concentration in a single hot theme can mirror the "SaaS apocalypse," where everything looked diversified until volatility hit. He breaks down where AI credit risk is building, how complex data‑center contracts can fail, and why old‑school diversification still matters more than AI hype. (Source: Bloomberg)...
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01.10.26 - 17:24
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Roundtable-Gespräch: KI in Asset Management und Vertrieb: „Eine Maschine verkauft keine Vision“ (Das Investment)
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Künstliche Intelligenz verändert die Qualität und das Tempo im Asset und Wealth Management. Vier Experten geben Einblick, was das für ihre tägliche Arbeit bedeutet.Kunden fragen ihren KI-Assistenten nach ihrem Sparplan, nach einer Analyse, oder lassen gleich eine Order erstellen: Mit "Agentic Investing"-Angeboten, wie sie zum Beispiel Scalable Capital kürzlich für ChatGPT, Claude oder Grok geöffnet hat, rückt die Geldanlage per Prompt näher. Machen Agentic-AI-Tools die klassische Finanzberatung überflüssig? Im Gespräch mit DAS INVESTMENT diskutieren Alexander Prawitz (Schroders), Walter Liebe (Pictet), Almut Sonnhalter (Aequitas Family Office) und Dennis Frohreich (Frohreich Investments) darüber, wo Künstliche Intelligenz im Investmentprozess dem......
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01.10.26 - 17:15
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US Manufacturing Survey Strongest Since May 2022 On AI Spend, Prices Paid Spike (ZeroHedge)
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US Manufacturing Survey Strongest Since May 2022 On AI Spend, Prices Paid Spike
Following the explosive growth signaled by S&P Global's PMI data last week, this week we get a final look for September's Manufacturing surveys and fresh data from ISM.
S&P Global's final September read for US Manufacturing dipped from the preliminary level but remains at its strongest since May 2022.
ISM's September survey of US Manufacturers also dipped at the headline level (54.5 vs 55.0 exp), but remains near multi-year highs.
“September has seen the pace of US manufacturing growth pick up a gear again," said Chris Williamson, Chief Business Economist at S&P Global Market Intelligence, adding that PMI hit its highest since May 2022 as a surge in new orders encouraged factories to lift output sharply higher and take on workers in increasing numbers.
“Order book backlogs are rising and suppliers are increasingly busy, pointing to stretched capacity as companies struggle to meet demand across both c...
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01.10.26 - 17:15
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AI Less Than A Year Away From Developing Its Own Language, Researcher Tells Congress (ZeroHedge)
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AI Less Than A Year Away From Developing Its Own Language, Researcher Tells Congress
Authored by Jacob Burg via The Epoch Times,
Advanced artificial intelligence (AI) models may be less than a year away from inventing and deploying unique languages that humans would struggle to understand, a frontier AI researcher told Congress on Sept. 30.
The Senate Homeland Security and Governmental Affairs Committee convened a meeting examining the threat that "rogue" AI may pose to U.S. national security two months after a swarm of OpenAI agents broke out of a testing sandbox and hacked another company, Hugging Face, an open-source community for AI and machine learning.
During questions, Sen. Ruben Gallego (D-Ariz.) asked Apollo Research CEO and founder Marius Hobbhahn how long it would take for AI models to create their own language that humans would struggle to understand.
"Minus 12 months. So last year, we have studied the chain of thought of one OpenAI model in collaboration with OpenAI, and what we f...
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01.10.26 - 16:06
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Odd Lots: Is the AI Trade Fed Rate Proof? (Bloomberg)
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Is it safe to say that AI companies are less sensitive to Fed rate changes, making them a good investment during these times of market volatility?
Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss all the big market themes and how the AI trade is affecting the sheer speed of market moves. (Source: Bloomberg)...
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