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18.06.26 - 17:18
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Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood” (24/7 Wall St.)
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The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”...
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18.06.26 - 16:03
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Architect Labs Raises $24M Seed to Democratize Custom Chip Design (Business Wire)
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A team of frontier AI, systems and silicon researchers from Anthropic, DeepMind, xAI, Meta, Google, and Intel with 80+ collective tape-outs are building an AI system to design custom chips, end-to-endPALO ALTO, Calif.--(BUSINESS WIRE)--Architect Labs, a foundational lab to accelerate custom silicon development, emerged from stealth today with $24 million in seed funding. The round was led by Kindred Ventures, with participation from TQ Ventures, Race Capital, Together Fund, and key figures in modern computing and AI, including Srinivas Narayanan, Lukasz Kaiser, Aravind Srinivas, Kunle Olukotun, Trevor Blackwell, Dr. Alex Wissner-Gross, Shaad Khan and other executives from NVIDIA, Google, OpenAI, and more. Kindred founder and managing partner Steve Jang joined Architect Labs' board.
The world needs more chip designs than we can produce today
The rapid growth of AI has fundamentally changed the economics of hardware infrastructure. Computing has shifted from a basic GPU-CPU-memory configuration into massiv...
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18.06.26 - 15:30
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How Zuckerberg Paid $1 Billion for Zero Revenue and 13 Employees to Save Facebook (24/7 Wall St.)
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In 2012, Meta (NASDAQ:META) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business looked invincible. Mark Zuckerberg, then 27, decided the right move was to write a check for a photo-sharing app with zero revenue, 13 employees, and 30 million ... How Zuckerberg Paid $1 Billion for Zero Revenue and 13 Employees to Save Facebook...
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18.06.26 - 15:18
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The Magnificent 7 Is Dead. These 10 Stocks Are the New Market Favorites (24/7 Wall St.)
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For nearly three years, investors could explain much of the stock market with a single phrase: the Magnificent 7. Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Nvidia (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), and Tesla (NASDAQ:TSLA) became shorthand for the companies driving index returns, artificial intelligence spending, and market leadership. That framework is starting to look ... The Magnificent 7 Is Dead. These 10 Stocks Are the New Market Favorites...
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18.06.26 - 15:03
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Futures Rise, Oil Drops As Market Prices In Iran Deal For Yet Another Day (ZeroHedge)
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Futures Rise, Oil Drops As Market Prices In Iran Deal For Yet Another Day
Futures rebounded from the post-FOMC selloff, and oil prices fell as Trump signed the Iran MOU two days early to end the war in the Middle East (in the symbolic Palace of Versailles of all place) and some energy shipments began to transit the Strait of Hormuz. As usual, tech led the parade higher. As of 8:00am ET, S&P futures were up 0.6%, but off overnight session highs, partly unwinding a more than 1% decline after Kevin Warsh signaled the Fed may have to raise interest rates this year to contain inflation; Nasdaq gained 1.3%; pre-market all Mag 7 are higher led by AMZN (+1.2%), META (+1.1%) and NVDA (+1.1%), reversing some of yesterday's losses. Intel shares jumped more than 8% in premarket trading after Trump said the firm struck a chipmaking deal with Apple (a rehash of previous news but to this Pavolvian market, everything seems to be brand new). Overnight, the biggest headline was that the US/Iran MOU was o...
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18.06.26 - 14:48
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KI-Suche sorgt für Euphorie: Aber Meta verliert wichtige Tech-Managerin (Ariva)
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Kaum im Amt, schon wieder weg: Eine zentrale Managerin für Metas KI-Umbau verlässt den Konzern. Gleichzeitig sieht eine US-Bank im neuen KI-Suchfeature Milliardenpotenzial. Während Meta gerade erst eine KI-Suchfunktion ausgerollt hat, die Analysten als potenziellen Milliarden-Hebel sehen, verliert der Konzern eine zentrale Figur seines internen KI-Umbaus. Emily Dalton Smith, seit 2015 im Unternehmen und zuletzt verantwortlich für die Vereinheitlichung ......
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18.06.26 - 13:06
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Alphabet vs. Meta: One AI Advertising Giant Has 40% More Upside (24/7 Wall St.)
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Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) both reported Q1 2026 results on April 29, 2026, and the prints sharpened a debate I have been having with myself for months. Two AI advertising giants, two very different capital stories. One is leaning on a broadening business mix. The other is doubling down on a ... Alphabet vs. Meta: One AI Advertising Giant Has 40% More Upside...
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18.06.26 - 06:15
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Meta-Aktie unter Druck – drohen weitere Verluste? (Sharedeals)
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Die Meta-Aktie steht nach den jüngsten Kursverlusten erneut unter Druck und sorgt damit für erhöhte Aufmerksamkeit am Markt. Nachdem der Kurs in den vergangenen Monaten eine beeindruckende Aufwärtsbewegung gezeigt hatte, nehmen die Gewinnmitnahmen nun spürbar zu. Gleichzeitig rücken wichtige Unterstützungsbereiche in den Fokus, die für den weiteren Trendverlauf entscheidend sein könnten. Wie es für den […]
The post Meta-Aktie unter Druck – drohen weitere Verluste? first appeared on sharedeals.de....
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