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30.01.26 - 07:12
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News zu UiPath, Meta, Microsoft, RobCo, den Agnellis, Khaby Lame, Aleph Alpha, Clawdbot (Manager-Magazin)
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Unser Newsletter „Tech Update“ liefert wöchentlich exklusive Recherchen, Analysen und News zu Start-ups und Innovationen. Diesmal: UiPath, Meta, Microsoft, RobCo, Agnellis, Khaby Lame, Aleph Alpha, Clawdbot...
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30.01.26 - 06:57
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GAFAM: Dank Apple und Meta vor neuem Rekord (Der Aktionaer)
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Der GAFAM Index notiert aktuell bei knapp 690 Punkten und damit immer noch in Schlagdistanz zum bisherigen Allzeithoch, das im Dezember bei 707 Zählern markiert wurde. Die starken Zahlen von Apple gestern könnten dem Kurs womöglich neuen Schwung verleihen....
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30.01.26 - 00:33
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss (ZeroHedge)
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Apple Rises After Shocking China Sales Beat Offsets US Revenue Miss
Ahead of today's AAPL earnings report, we've had a very mixed picture from Mag 7 earnings so far: first, there was Microsoft, which crashed after its capex forecast unexpectedly jumped, then there was META, which soared after its capex forecast unexpectedly jumped (only in this case the company made up for it by pretending its ad revenue will also increase almost dollar for dollar with the new capex), and then there was TESLA which first dropped, then jumped, then dropped as the market digested the company's complete conversion from an auto company (now without the S and X models) and into a robotaxi "story" stock. As such, many are looking to AAPL to break the tie when it reports at 3pm today.
But before we look at the numbers, here's what Wall Street is expecting:
Revenue estimate $138.4 billion
Products revenue estimate $107.69 billion
Mac revenue estimate $9.13 billion
IPad revenue estimate $8.18 billion...
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29.01.26 - 22:36
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Wall-Street-Schluss: Meta glänzt, Microsoft stürzt ab (Der Aktionaer)
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An der Wall Street herrschte am Donnerstag eine zweigeteilte Stimmung. Während die Technologiebörse Nasdaq unter dem Gewicht von Microsoft ächzte, rettete sich der Dow Jones knapp ins Plus. Im Fokus stand die Frage, ob sich die massiven Investitionen in Künstliche Intelligenz schnell genug auszahlen....
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29.01.26 - 22:36
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AI Spending Delivers Mixed Results to Stocks | Bloomberg Tech 1/29/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss AI capital expenditures after Meta, Microsoft and Tesla all reported raising spend in their earnings. Plus, Apple is set to release results after the bell with investors focused on holiday sales and memory costs. And, Amazon reported hundreds of thousands of pieces of content it believed included child sexual abuse material, which it found in data gathered to improve its AI models. (Source: Bloomberg)...
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29.01.26 - 22:31
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US Has Investigated Claims That WhatsApp Chats Aren′t Private (Bloomberg)
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US law enforcement has been investigating allegations by former Meta Platforms Inc. contractors that Meta personnel can access WhatsApp messages, despite the company's statements that the chat service is private and encrypted, according to interviews and an agent's report seen by Bloomberg News....
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