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03.02.26 - 15:18
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OpenAI Trashes Nvidia (24/7 Wall St.)
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OpenAI reportedly is unsatisfied with the latest Nvidia AI chips and is seeking alternatives, a new chapter in the fight for AI domination.
The post OpenAI Trashes Nvidia appeared first on 24/7 Wall St.....
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03.02.26 - 15:18
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ReelTime Slashes Potential Dilution by Over 74% with Historic Capital Reset (GlobeNewswire EN)
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As NVIDIA (NVDA), Alphabet (GOOGL), Palantir (PLTR), Microsoft (MSFT), and Meta Platforms (META) Expand Share Counts to Fund Capital-Intensive AI, ReelTime Media (RLTR) Moves in the Opposite Direction, Strengthening Per-Share Value. As NVIDIA (NVDA), Alphabet (GOOGL), Palantir (PLTR), Microsoft (MSFT), and Meta Platforms (META) Expand Share Counts to Fund Capital-Intensive AI, ReelTime Media (RLTR) Moves in the Opposite Direction, Strengthening Per-Share Value....
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03.02.26 - 15:06
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SanDisk and Western Digital are the Real AI Kings of 2026 (24/7 Wall St.)
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As investors turned their back on software (notably, the seat-based software-as-a-service companies), they're turned towards hardware in a big-time way. You wouldn't know it by looking at those flat shares of Nvidia (NASDAQ:NVDA), but the iShares Semiconductor ETF (NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within ... SanDisk and Western Digital are the Real AI Kings of 2026
The post SanDisk and Western Digital are the Real AI Kings of 2026 appeared first on 24/7 Wall St.....
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03.02.26 - 12:00
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Portfoliomanager Bienbeck über Marktopportunitäten: "Es muss nicht Nvidia sein, es können auch mal die Treter an den Füßen sein" (BRN)
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Willkommen auf dem FONDS professionell Kongress in Mannheim, dem Mekka der Fondsindustrie. "Anleger müssen bei der Spreizung des Marktes darauf aufpassen, dass sie die richtigen Entscheidungen treffen. Denke wie der Optimist und plane wie der Pessimist", so David Bienbeck von der Albrech & Cie Vermögensverwaltung. In diesem Konzert der potentiellen Verwerfungen spielt auch das Thema KI und seine Monetarisierung seit geraumer Zeit eine große Rolle: "Es geht darum, ein Bewertungsniveau zu finden, das gerechtfertigt ist." Auf Kosten gesellschaftlicher Konsequenzen? "Das ist sicher. Aber ich erwarte auch Opportunitäten. Wir wollen für unsere Anleger in diesem Umfeld das Beste herausholen." Der große Engpass bei KI: Energie. Hier bieten sich Chancen (in der ersten und zweiten Reihe). "Stichwort: Rohstoffe. Ohne Kupfer wird die Elektrifizierung eher nicht funktionieren."...
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03.02.26 - 10:06
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Nvidia CEO to attend Dassault Systèmes and Cisco summits (Digitimes)
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Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026" and the Cisco AI Summit. As AI reshapes industries worldwide, Dassault Systèmes and Cisco are focusing their annual conferences on how AI transforms end-to-end design and manufacturing processes, as well as its impact on global economic systems and regulatory frameworks....
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