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20.10.26 - 18:01
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2 Zugpferde, viel Show: Erstmals seit 2022 droht den Mag 7 die große Schmach (Ariva)
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Die Magnificent 7 wachsen schneller als der Rest des Marktes. Doch ohne Nvidia und Meta bleiben nur 7,5 Prozent übrig. Und im vierten Quartal droht erstmals seit 2022 die Wachablösung. Was heißt das für Ihr Depot? Die sogenannten Magnificent 7 bleiben die Gewinnmaschine der Wall Street, doch der Motor läuft nur noch auf zwei Zylindern. Im dritten Quartal dürften die sieben Technologieriesen ihre Gewinne um 33,2 Prozent gesteigert haben, rechnet der Datenanbieter FactSet vor. Die übrigen 493 ......
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20.10.26 - 15:03
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Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out (ZeroHedge)
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Futures Slip As Korean Data Center IPO Faceplant Revives Tech Rout, French Spread Blows Out
US futures are lower, led by the Nasdaq, as Monday's AI relief bounce fizzled overnight after South Korean data-center firm Elice cratered more than 30% in its trading debut, reviving doubts about who exactly will earn a return on the AI capex binge, while OpenAI is reportedly rushing to raise about $30 billion ahead of Anthropic's IPO and French stress returned with a vengeance; as a result the OAT-Bund spread widened to a 151bps peak, swiftly approaching the 152bps high from just after the draft budget was presented. As of 8:00am ET, S&P futures are 0.2% lower while Nasdaq futures are down 0.7%; Dow futures are flat, in a repeat of yesterday's divergence when the S&P rose 0.41% and the Nasdaq jumped 1.11% while the Dow slipped 0.07% and almost two-thirds of S&P components fell (see our wrap of Monday's session). In premarket trading, Mag 7 names are mostly lower (AAPL -0.9%, META -0.4%, NVDA -0.4%...
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20.10.26 - 15:01
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RBC Weighs Blocking Meta′s AI Agent Muse, CEO McKay Says (Bloomberg)
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Dave McKay, president and CEO at Royal Bank of Canada, said he's considering blocking Meta Platform Inc.'s popular artificial intelligence agent Muse from accessing the bank's customer information. “You have to protect that consumer and then we're liable for that as an organization,” McKay said on “Bloomberg Surveillance.” (Source: Bloomberg)...
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