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16.05.26 - 20:00
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Japans Zinsen schiessen hoch, Profis platzieren Hedges (Inside Paradeplatz)
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Trumps Tarif-Chaos, gefährlich steigende Staatszinsen, Fear-Index stetig höher: Wird „Sell in May“ diesmal zum weisen Ratschlag?
Die Party läuft weiter. Nvidia spielt DJ. Retail-Anleger tanzen. Doch draussen brennt der Bondmarkt. Der gefährlichste Chart der Welt ist im Moment nicht Bitcoin oder AI. Es ist Japan. Die Rendite der 10-jährigen japanischen Staatsanleihe liegt bei 2,71 Prozent. Höchster […]...
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16.05.26 - 18:42
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The Staggering Number Jensen Huang Just Revealed Changes Everything About AI (24/7 Wall St.)
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The U.S. electricity grid hasn't faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven't seen anything yet. So here's the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI...
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16.05.26 - 17:54
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Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power (24/7 Wall St.)
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Introduction Artificial Intelligence (“AI”) and generative AI such as ChatGPT necessitate the need for substantial memory and storage capabilities for the storage of extensive datasets, training intricate models, and handling vast volumes of data processing. Nvidia (NVDA) is the poster child of AI and generative AI through its GPU (graphical processing units) chips. GPUs are ... Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power...
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16.05.26 - 17:45
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USA und China teilen die Welt neu auf – Europa bleibt außen vor (Tichys Einblick)
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China und die USA setzen sich an einen Tisch und teilen die Welt auf. Ausgewählte chinesische Unternehmen dürfen wieder NVIDIA-Chips kaufen. Außerdem wird die Volksrepublik Öl aus Alaska, also aus den USA, beziehen. Das amerikanische Handelsdefizit gegenüber China soll sinken. Auch der Taiwan-Konflikt wird weiter vertagt. Europa bleibt bei diesen Diskussionen außen vor und muss
Der Beitrag USA und China teilen die Welt neu auf – Europa bleibt außen vor erschien zuerst auf Tichys Einblick....
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16.05.26 - 15:06
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Tech Chiefs Accompany Trump on China Trip (Bloomberg)
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President Trump arrived in Beijing for a high-stakes summit with Xi Jinping aimed at stabilizing US-China ties against the backdrop of the Iran war and the race to control and contain AI. Tech CEOs including Jensen Huang and Elon Musk tagged along, sending Nvidia, Tesla and Chinese AI-related stocks higher. And while the US president may want to focus on trade, Beijing's role in the Middle East and Taiwan arms sales, Xi has a stronger hand than he did at their first summit. Co-Host of Bloomberg Tech Caroline Hyde joined Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)...
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16.05.26 - 14:12
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Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) at $235.74 screens attractively under $250. President Trump's China visit and growing signals that potential Fed Chair candidate Kevin Warsh will take a dovish stance toward AI investment reframe the two biggest overhangs on this stock: export controls and rate policy. Nvidia sits at the center of the AI buildout. Data Center revenue ... Buy Nvidia Under $250 on Trump's China Visit and Warsh's Dovish AI Signals...
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16.05.26 - 14:02
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Nvidia vor den Zahlen: Kommt jetzt der KI-Schub? (Ariva)
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Goldman Sachs erwartet durch die bevorstehenden Nvidia-Zahlen neues Kurspotenzial, wodurch die Aktie die KI-Rallye endlich stärker einpreisen könnte. Am 20.Mai legt Nvidia seine Quartalszahlen vor. Trotz der anhaltenden Dominanz des Unternehmens im globalen KI-Boom entwickelte sich die Aktie zuletzt überraschend schwach im Vergleich zum restlichen Halbleitersektor. Während die Nvidia-Aktie seit Jahresbeginn rund 15 Prozent zugelegt ......
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16.05.26 - 08:18
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Ist Micron die nächste Nvidia? (Aktienwelt360)
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Neben Nvidia profitiert auch Micron massiv vom aktuellen KI-Boom. Nicht wegen des Bedarfs nach Rechenleistung, sondern nach Speichermöglichkeiten.
Der Artikel Ist Micron die nächste Nvidia? ist zuerst erschienen auf Aktienwelt360....
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16.05.26 - 03:00
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"Energy Is The Issue" - NANO Nuclear Highlights Reactor And Enrichment Opportunity (ZeroHedge)
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"Energy Is The Issue" - NANO Nuclear Highlights Reactor And Enrichment Opportunity
NANO Nuclear's founder and chairman Jay Yu was on Fox Business to discuss the company's opportunity with data centers, space, and uranium enrichment.
Yu took the time to review their recent deal with Supermicro. The combination of AI and nuclear is being seen on multiple fronts across both industries. In the past few weeks we've also seen Terrestrial Energy partnering with Riot, and Oklo collaborating with Nvidia.
Everyone understands the demand for power coming from the AI data center build out is insatiable. We've covered previous comments from Jensen Huang, the CEO of NVIDIA, remarking on how energy is the real bottleneck. He was more recently quoted discussing the scale of the current energy gap with future demand…
? JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.” pic.twitter.com/3F2DJ48Ebq
— Chief Nerd (@TheChiefNer...
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16.05.26 - 02:12
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Trump Discussed Nvidia Chips With Xi Jinping | Bloomberg Tech 5/15/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from Beijing after President Trump says he discussed Nvidia's H200 chips with Xi Jinping. Plus, they speak with the CEO of Figma after its earnings results defy fears that AI would disrupt the design stack. And, Caroline's conversation with OpenAI CFO Sarah Friar, who says the startup may raise more capital after completing its recent fundraising round. (Source: Bloomberg)...
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