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25.09.26 - 09:00
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Oracle-Aktie: 18 Milliarden US$ unter Druck – kippt die KI-Wette? (Sharedeals)
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Die Oracle-Aktie verlor am Donnerstag rund -3,5%. Auslöser war ein Schreiben an den Entwickler des geplanten KI-Rechenzentrums „Project Jupiter“: Oracle beruft sich vorsorglich auf höhere Gewalt. Der Schritt bedeutet noch keinen Rückzug aus dem Milliardenprojekt, legt aber offen, wie abhängig die KI-Strategie inzwischen von Stromversorgung, Genehmigungen und externen Geldgebern ist. Oracle will sich gegen Verzögerungen […]
The post Oracle-Aktie: 18 Milliarden US$ unter Druck – kippt die KI-Wette? first appeared on sharedeals.de....
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24.09.26 - 23:42
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MSCI CEO: Investors Are Putting Money Everywhere (Bloomberg)
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Henry Fernandez, Chairman and CEO at MSCI, discusses Oracle's force majeure notice in the context of heavy borrowing and large investments tied to the long-term AI story. He goes on to talk about global inflation that may linger and the Fed may need to hike again, framing the segment around pressure in markets and the cost of capital. He speaks with Romaine Bostick & Sally Bakewell on "The Close." (Source: Bloomberg)...
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24.09.26 - 20:54
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AI Takes Center Stage From Oracle to the White House (Bloomberg)
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Bloomberg's Ed Ludlow breaks down Oracle's latest move to protect itself from mounting costs on a massive New Mexico data center facing regulatory setbacks and local opposition. Plus, Meta comes out with a new palm-sized device for using its popular new AI assistant, Muse; and all eyes are on President Trump and China's President Xi Jinping as they meet in the White House and discuss AI. (Source: Bloomberg)...
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24.09.26 - 19:02
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Trump-Xi Summit, Oracle Buildout Hits New Hurdle (Bloomberg)
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A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after extending the US, China trade truce. Elizabeth Economy breaks down Washington's fading leverage over Beijing. Plus, oil surges as tensions with Iran escalate. And tech billionaire Vinod Khosla joins us on why America can't slow the AI race. (Source: Bloomberg)...
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