|
|
|
07.11.26 - 11:42
|
The Guardian view on the AI backlash: American voters want a say in their future | Editorial (The Guardian)
|
|
|
Tech stocks have lost trillions while voters have rejected the industry's political champions. The billionaire-led boom is facing a democratic reckoningThis week's midterms showed that the political bill for the AI boom is falling due. The Democratic sweep intensified fears over runaway spending, mounting debt and resistance to datacentres, sending tech shares tumbling. On Thursday Wall Street suffered its worst day since the pandemic as $3.2tn was wiped from markets. Anthropic, developer of the Claude chatbot, is hoping to float within the next fortnight for $1.5tn (£1.1tn), but it may not now get even a trillion dollars. The dominant AI chipmaker Nvidia saw its value crash by more than $400bn. The world's richest man, Elon Musk, lost $113bn in two days.While a few very rich people may be a little less wealthy, the sell-off may not be a bad thing. It brings a needed dose of reality to an industry whose spending plans and valuations depend on heroic expectations of future profits. That is a view ...
|
|
|
|
|
|
|
07.11.26 - 08:51
|
Megatrend Folger: Nvidia – Buffett-Satz zur Nasdaq-Korrektur (Der Aktionaer)
|
|
|
Der heftige Tech-Abverkauf vom Donnerstag wirkt noch nach. Der Nasdaq geriet deutlich unter Druck, vor allem hoch bewertete KI- und Technologiewerte wurden verkauft. Auslöser waren erneut Sorgen rund um hohe Investitionen, Rechenzentren und die Frage, ob der KI-Boom zu teuer geworden ist....
|
|
|
|
|
|
|
07.11.26 - 04:06
|
US stocks: Wall street bounces back after hitting 18-month low as chipmakers rally (Times of India)
|
|
|
Wall Street showed signs of recovery on Friday, driven primarily by semiconductor stocks, following earlier losses. The semiconductor sector, particularly companies like Nvidia and AMD, experienced significant rebounds in share prices. Concerns regarding potential regulatory changes in the AI industry persist, creating investor uncertainty about future market stability. Meanwhile, global markets, including European and Asian stocks, continued to experience declines over the week....
|
|
|
|
|
|
|
07.11.26 - 00:54
|
TSMC May Enter The Memory Chip Production Game Amid Global Squeeze (ZeroHedge)
|
|
|
TSMC May Enter The Memory Chip Production Game Amid Global Squeeze
Taiwan Semiconductor Manufacturing Co. is reportedly considering producing advanced memory chips as a severe chip shortage squeezes margins at some of the world's largest device makers and pushes up prices for products ranging from Apple's iPhones to Sony's PlayStation consoles. The Information reported that TSMC is weighing the move at Nvidia's request. Producing memory chips would give the world's largest contract chipmaker a much larger role in the AI hardware supply chain ecosystem, providing better visibility into industry trends and eventually helping to ease the shortage. The effort centers on three-dimensional dynamic random-access memory, or 3D DRAM, according to the report.BOOM*TSMC MULLS EXPANDING INTO ADVANCED MEMORY CHIPS: INFORMATION— zerohedge (@zerohedge) November 6, 2026
TSMC already manufactures Nvidia's AI processors. Producing memory as well could give its AI customers - such as Nvidia - ...
|
|
|
|
|
|
|
|
|
|
|
06.11.26 - 20:42
|
Microsoft Pulls The Plug On Oracle AI Rental As Post-Election Data Center Fallout Spreads (ZeroHedge)
|
|
|
Microsoft Pulls The Plug On Oracle AI Rental As Post-Election Data Center Fallout Spreads
More bad news for Oracle.About an hour after we checked in with Oracle's PR team on how that whole "force majeure is commonplace" thing was working out...Hey guys, any updates here? https://t.co/GCPReT2mE1— zerohedge (@zerohedge) November 6, 2026
... we got our answer, just not from Oracle:Guess not:*MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY https://t.co/2MizsjS9yq— zerohedge (@zerohedge) November 6, 2026
According to Bloomberg, Microsoft has spent recent months switching off the computing capacity it rented from Oracle after declining to renew the contract. The reason is about as unflattering as it gets for a company that has staked its balance sheet on AI infrastructure: the Oracle hardware ran on older-generation Nvidia chips and, over time, "no longer fit the company's specifications."ORCL promptly slid 4%, which put it, in our words, below the $116 equi...
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
