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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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