|
|
|
|
|
|
|
|
|
|
|
13.11.26 - 18:54
|
Best Thing to Happen for China is Jensen Out of the Picture, Says Ives (Bloomberg)
|
|
|
The fall of Nvidia Corp. Chief Executive Officer Jensen Huang has removed the industry's most prominent opponent of US chip controls, setting up a showdown over potential new curbs that could accelerate China's drive for semiconductor self-sufficiency.
Dan Ives, Partner at Yorkville Ives & Co. discusses the Nvidia scandal and what it means for AI chip curbs between the US and China. (Source: Bloomberg)...
|
|
|
|
|
|
|
13.11.26 - 18:48
|
Huang and the Myth of the ′Irreplaceable CEO′ (Bloomberg)
|
|
|
Nvidia Corp. CEO Jensen Huang stepped down after revelations of an extramarital relationship with a company vice president, which violated the company's code of conduct. The company's board had rarely considered a future without Huang, who had structured the company around himself with no chairman, no No. 2, and no public succession plan. Huang's successor will have to figure out how to run a company built around someone who is no longer there, a challenge that is a "real failure of leadership" by Huang. Beth Kowitt, Bloomberg Opinion Columnist, joins to discuss her recent column on the "key-man" CEO issue. (Source: Bloomberg)...
|
|
|
13.11.26 - 18:48
|
Nvidia Crisis Fuels US and China Chip Showdown (Bloomberg)
|
|
|
Get a jump start on the US trading day on "Bloomberg Open Interest."Microsoft races to recover from a global outage disrupting users worldwide. Plus, Nvidia's crisis turns into a US, China chip showdown ahead of a Trump-Xi meeting. Plus, Anthropic's blockbuster IPO demand, what lingering Iran risks could mean for markets and Boston Fed President Susan Collins join us for an exclusive interview on why more rate tightening is needed. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
13.11.26 - 18:30
|
Börsenradio Schlussbericht, Fr. 13.11.26 - Nvidia-Krise drückt Tech - DAX hält sich stabil (BRN)
|
|
|
Der DAX geht nach seiner Rekordwoche erstaunlich stabil ins Wochenende. Er verliert 0,1 % und schließt bei 26.757 Punkten. Defensive Werte und Versorger stützen den Markt. RWE und E.ON profitieren von Spekulationen um Urenco. In den USA geraten KI- und Halbleiterwerte erneut stark unter Druck. Nvidia verliert im frühen Handel rund 4 %, AMD rund 10 %. Gold stabilisiert sich bei rund 3.900 US-Dollar. Bitcoin fällt zeitweise unter 69.000 US-Dollar. Der Euro notiert bei etwa 1,1064 US-Dollar, Brent bei rund 95,90 US-Dollar. Bechtle wächst kräftig und hebt die Prognose erneut an. Lang & Schwarz leidet unter niedrigeren Handelsumsätzen mit Trade Republic. AMS Osram meldet rückläufigen Umsatz, profitiert aber von einem Verkauf an Infineon. In den Interviews analysieren Thomas Rappold, Christoph Gum und Andreas Lipkow die Nvidia-Krise und den KI-Sektor. Karsten Kührlings von GLS Investments spricht über nachhaltige Geldanlage....
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
