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16.06.26 - 08:09
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Nehmen Apple, Amazon und Alphabet wieder Fahrt auf? (Der Aktionaer)
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Es geht wieder nach oben mit dem Magnificent 7 Index, in dem mit Alphabet, Nvidia, Meta, Tesla, Microsoft, Amazon und Apple sieben der weltweit führenden Technologiekonzerne vereint sind. Nachdem es kürzlich zur Korrektur kam, nehmen die Aktienkurse nun auch angesichts der sich wieder aufhellenden Stimmung an den Weltbörsen Fahrt auf....
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16.06.26 - 02:45
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NVIDIA Corporation Reportedly Plans Bond Sale to Raise at Least USD20 billion (AAStocks)
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According to Bloomberg, citing sources, NVIDIA Corporation (NVDA.US) is seeking to issue bonds to raise at least USD20 billion. The proceeds will be used for general corporate purposes, including repaying and refinancing existing debt.It is reported that NVIDIA Corporation is marketing a bond offering comprising seven tranches w......
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16.06.26 - 00:06
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Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset (Digitimes)
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After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec....
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16.06.26 - 00:06
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Yaskawa eyes physical AI boom with JPY25 billion capex (Digitimes)
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Yaskawa Electric is betting heavily on physical AI, the field that enables robots to operate autonomously, as it positions itself for a boom in AI robots. Since starting work with Nvidia in 2023, the company has completed proof-of-concept tests with more than 100 companies and is now seeking an effective commercial model....
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16.06.26 - 00:06
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SK Hynix reportedly readies HBM4E samples for Nvidia as Samsung pulls ahead (Digitimes)
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SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later than July 2026....
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15.06.26 - 22:01
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NVIDIA Aktie im Aufwind: Neue Arm-basierte Vera CPUs eröffnen alternativen China-Kanal (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - NVIDIA-Aktienanalyse von XTB:
Die Experten von XTB nehmen die Aktie von NVIDIA Corp. (ISIN: US67066G1040, WKN: 918422, Ticker-Symbol: NVD, NASDAQ-Symbol: NVDA) in einer aktuellen Marktanalyse unter die Lupe.
Der Halbleiter-Gigant NVIDIA baue sich geschickt einen alternativen Pfad auf, um seine Präsenz auf dem hart umkämpften chinesischen Markt zu sichern. [mehr]...
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15.06.26 - 21:48
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Anthropic Disables AI Access for Foreign Nationals | Bloomberg Tech 6/15/2026 (Bloomberg)
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Bloomberg's Ed Ludlow breaks down why Anthropic disabled access to its most advanced models for all foreign nationals after a request from the Trump administration. Plus, Nvidia is seeking to raise at least $20 billion from its first corporate bond sale since 2021. And, SpaceX shares throttle up on day 2 of trading, adding to a blockbuster public markets debut on Friday. (Source: Bloomberg)...
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15.06.26 - 18:27
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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic (ZeroHedge)
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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle", which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which add significantly to off-BS operating leverage. Additionally, when one adds billions in variable lease payments, over $100BN in embedded capex inside accounts payable, as well as the Construction-in-Progress pipeline which reflect capacity built but not yet expensed - and the $520bn cumulative depreciation estimate is where it eventually lands - and one gets a far more ominous picture of the capital stack that is backstopping the biggest infrastructure buildout in US h...
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