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12.05.26 - 17:30
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Trump heads to China to spread the gospel of American tech while emulating Xi Jinping on AI (The Guardian)
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Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to ChinaDonald Trump is heading to China this week. If his guest list is any clue, he wants to discuss technology with Xi Jinping, though perhaps after the war in Iran.On Monday, news broke that outgoing Apple CEO, Tim Cook, as well as SpaceX and Tesla CEO, Elon Musk, would join the US president. Other guests from the tech sphere include Meta's recently appointed president, Dina Powell McCormick; Sanjay Mehrotra, CEO of computer memory maker Micron; Chuck Robbins, CEO of longtime telecom giant Cisco; and Cristiano Amon, CEO of semiconductor maker Qualcomm, according to a White House official. Continue reading......
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12.05.26 - 17:00
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Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations (24/7 Wall St.)
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A striking observation from Charles Schwab's On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500's 2026 Growth Expectations...
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12.05.26 - 14:33
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′Could Resonate Globally′: Korea Sparks Market Chaos With ′AI Tax′ Threat (ZeroHedge)
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'Could Resonate Globally': Korea Sparks Market Chaos With 'AI Tax' Threat
Korean markets were under pressure overnight after politicians floated the idea of tapping AI profits.
Bloomberg reports that a top South Korean policymaker said the nation should pay citizens a 'dividend' using taxes on AI profits, with the obvious read through to Samsung and SK Hynix.
The comments in a Facebook post by presidential policy chief Kim Yong-beom fueled sharp swings in Korean stocks on Tuesday as investors struggled to parse the scope of the proposals.
“Excess profits in the AI era are, by nature, concentrated,” Kim wrote.
Memory companies, core engineers and asset holders in Seoul are highly likely to receive substantial benefits, while much of the middle class may experience only indirect effects, he said.
The size of any potential dividend, and other details on how Kim's proposals might be implemented, weren't immediately clear.
Still, investors took notice.
“After some 80% gain this ye...
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12.05.26 - 08:01
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ams-Osram: Jefferies erhöht Kursziel brutal - ist Meta der geheinisvolle KI-Konzern? (Ariva)
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ams-Osram bleibt im KI-Rausch: Zu Wochenbeginn legt die Aktie erneut rund 13 Prozent zu, nachdem sie bereits nach den Zahlen und vor allem wegen der neuen KI-Photonik-Partnerschaft zeitweise um bis zu 40 Prozent nach oben geschossen war. Jetzt legt Jefferies nach und erhöht das Kursziel brutal. Der Verdacht der Analysten: Hinter dem geheimnisvollen Partner für optische Datenübertragung könnte Meta stecken. ams-Osram ist an der Börse derzeit kaum zu bremsen. Zum Wochenauftakt zählt die Aktie erneut zu den stärksten Werten im Schweizer Markt und legt erneut zweistellig zu. Der große Kursschub begann allerdings bereits vergangene Woche: Nach den Quartalszahlen und der ......
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11.05.26 - 21:33
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Why Bernie Sanders Is Wrong About Gas Prices (ZeroHedge)
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Why Bernie Sanders Is Wrong About Gas Prices
Authored by Robert Rapier via OilPrice.com,
Gasoline prices can diverge sharply from crude oil prices due to refining and logistical constraints.
Tight refinery capacity and geopolitical disruptions have created bottlenecks throughout the fuel supply chain.
Policies that discourage energy infrastructure investment could worsen future fuel price volatility.
When lawmakers propose solutions to complex economic problems, the first requirement should be a clear understanding of how those problems actually work.
A recent Facebook post by Bernie Sanders comparing today's oil and gasoline prices to those in 2011 suggests that oil companies are “ripping off” consumers.
The logic is straightforward: if oil prices are roughly the same, gasoline prices should be as well. If they aren't, someone must be taking advantage.
It's an intuitive argument, but it misses important elements of the story.
Although gasoline prices have a high degree of...
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11.05.26 - 16:06
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Ciridae Raises $20 Million Led by Accel to Bring AI Transformation to Real Economy Businesses (Business Wire)
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SAN FRANCISCO--(BUSINESS WIRE)--Ciridae, the AI transformation firm building operating systems for real economy businesses, today announced it has raised $20 million in seed funding led by Accel, with participation from Andreessen Horowitz, General Catalyst, Sunflower Capital, and Backcountry Ventures. Founded by CEO Jack Soslow, former partner at Andreessen Horowitz and data scientist at Meta, and CTO Jack Weissenberger, former engineering team leader at Salesforce and Head of ML at Teneyx, Ciridae will use the new capital to expand its engineering team and further its mission of bringing AI transformation to real economy businesses.
Global AI spending is projected to hit $2.5 trillion in 2026, yet fewer than 5% of pilots ever reach production. The gap is sharpest outside the Fortune 500, where mid-market companies like restoration firms, logistics providers, and industrial services run on tribal knowledge, legacy ERPs, and manual processes with no AI team and no realistic path to building one.
Ciridae i...
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