|
|
|
10.06.26 - 04:06
|
Fmr. Australian Ambo to US on Geopolitics (Bloomberg)
|
|
|
Dennis Richardson, former Australian Ambassador to the US, discusses the future for Australia–US relations at a time of heightened geopolitical tensions and fragile global alliances amid trade strains.
He speaks exclusively with Haidi Stroud Watts at the Morgan Stanley Australia summit in Sydney on "Bloomberg: The Asia Trade". (Source: Bloomberg)...
|
|
|
10.06.26 - 03:06
|
Morgan Stanley Australia CEO on Property Market Outlook (Bloomberg)
|
|
|
Richard Wagner, CEO of Morgan Stanley Australia, said auction clearance rates and other metrics are "quite alarming," which may suggest a downward pressure for pockets of the property market. He spoke to Shery Ahn and Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.06.26 - 08:32
|
IPO-Hammer: OpenAI vor Börsengang (Der Aktionaer)
|
|
|
Sam Altman macht ernst. OpenAI, das Gesicht des weltweiten KI-Booms, hat den Antrag auf einen Börsengang bei der US-Börsenaufsicht SEC eingereicht. Damit reagiert das Unternehmen auf den enormen Kapitalbedarf für Rechenzentren und Chips. Gemeinsam mit den Investmentbanken Goldman Sachs und Morgan Stanley bereitet OpenAI ein Debüt vor, das bereits im Herbst stattfinden könnte....
|
|
|
|
|
|
|
|
|
09.06.26 - 01:54
|
AI demand is turning memory chips into rationed assets, Morgan Stanley says (Digitimes)
|
|
|
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries....
|
|