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22.08.26 - 01:48
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Wall Street Week | AI Hits Wages, USMCA Under Pressure, Colorado River Crisis (Bloomberg)
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This week, Former IBM CEO Sam Palmisano discusses why companies may benefit from having a “Plan B” for AI implementation. And, AI may not be causing mass layoffs yet, but early data suggest it is already slowing wage growth in exposed occupations.
Plus, Canada may have dodged Trump's newest tariffs, but the deal could leave lasting damage to USMCA, North American manufacturing and trust between two longtime allies. Later, who pays when the Colorado River can no longer meet the West's demand?
(Source: Bloomberg)...
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21.08.26 - 21:18
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Wall Street Struggles to Absorb AI′s Debt Boom (Bloomberg)
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Broadcom is lining up another massive bet on AI. Bloomberg has learned the chipmaker is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power. The deal highlights a bigger concern hanging over the AI trade: the cost of funding it all. Erica Klauer, Science and Technology Partners founder and CIO, discusses concerns around circular financing and why the AI buildout is so challenging. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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21.08.26 - 18:36
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MÄRKTE USA/Etwas fester - Renditen legen weiter zu (Dow Jones)
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DOW JONES--Mit Aufschlägen zeigt sich die Wall Street am Freitagmittag (Ortszeit). Der Dow-Jones-Index verbessert sich um 0,8 Prozent auf 53.167 Punkte. Der breiter gefasste SP-500 klettert um 0,6 Prozent und für die technologielastigen Nasdaq-Indizes ......
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