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07.02.26 - 10:24
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China′s software sector braces for spillover from AI-led global sell-off (SCMP)
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Fears that increasingly capable AI agents pose existential threats to the traditional software business have rippled through global equity markets, triggering a sharp sell-off in US software stocks this week and spilling over to China's software-as-a-service (SaaS) sector.
Analysts say the impact on China could be just as profound, but shaped by different structural dynamics.
“SaaS growth in China in the next few years will be driven by several leading companies in cloud services and AI –......
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06.02.26 - 15:27
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Futures Rebound To Session High As Software, Gold And Bitcoin All Jump (ZeroHedge)
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Futures Rebound To Session High As Software, Gold And Bitcoin All Jump
US equity futures are poised to open higher with Software companies finally bouncing (as previewed here), even though Amazon continues to be deep in the red after its eye-watering capex outlook. US stocks will cap a bruising week in which a rush to unwind crowded trades - from AI shares to precious metals and crypto - triggered margin calls and amplified the market's slide. With the S&P 500 on track for its worst week this year, S&P futures are 0.6% higher at 8:15a.m. ET while contracts on the Nasdaq 100, which just suffered its ugliest three days since Trump's trade war sent markets into a tailspin in April, were up 0.8% after erasing an earlier decline while precious metals and cryptocurrencies climb after falling sharply on Thursday. In premarket trading, Mag 7 are mostly higher except for AMZN which is down -7% post-earnings on a staggering capex guidance ($200BN, vs $146BN est); NVDA +2.7%, MSFT +1.6%. Yields are ...
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06.02.26 - 12:24
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ROUNDUP 2: Amazon plant Investitionen von 200 Milliarden Dollar - Aktie sackt ab (DPA-AFX)
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Amazon übertrifft bei geplanten Investitionen selbst seine ausgabefreudigen Tech-Rivalen: Der Handelsriese will in diesem Jahr rund 200 Milliarden US-Dollar (aktuell rund 170 Milliarden Euro) in KI, Chips, Robotik und Satelliten stecken. Für Anleger war die Zahl schwer zu verdauen: Die Aktie fiel im vorbörslichen US-Handel um fast acht Prozent. Am Vorabend hatte sie teils zweistellig an Boden verloren.. --- Der Umsatz der Cloud-Sparte AWS wuchs im vergangenen Quartal im Jahresvergleich um 24 Prozent auf 35,6 Milliarden Dollar und übertraf damit die durchschnittlichen Erwartungen der Analysten.. --- Im vergangenen Quartal wuchs der Konzernumsatz um 14 Prozent auf 213,4 Milliarden Dollar. Unterm Strich gab es einen Gewinn von 21,2 Milliarden Dollar. Im Vorjahr waren es 20 Milliarden Dollar gewesen.. --- Amazon selbst verändert sich ebenfalls. Der Konzern baut in zwei Wellen rund 30.000 Bürojobs ab..
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06.02.26 - 10:06
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Hanmi Semiconductor Q4 Earnings Fall (AFX)
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SEOUL (dpa-AFX) - Hanmi Semiconductor Co., Ltd. (042700.KS), a manufacturer and seller of semiconductor equipment, on Friday reported that net income decreased in the fourth quarter compared with ......
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06.02.26 - 02:12
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Stocks Slide as Software Selloff Deepens; Bitcoin Falls | The Close 2/5/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are BNY Wealth's Sinead Colton Grant, Bob's Discount Furniture's Bill Barton, Raymond James' Wilma Burdis, XPO's Mario Harik, Tapestry's Joanne Crevoiserat, Zacks Investment Management's Brian Mulberry, Atlassian's Mike Cannon-Brookes, Wedbush Securities' Dan Ives, Former Whole Foods' Errol Schweizer, BetMGM's Adam Greenblatt, The Benchmark Company's Mark Palmer, and Tether's William Quigley. (Source: Bloomberg)...
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05.02.26 - 22:42
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Arrow Electronics Inc. Q4 Income Climbs (AFX)
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WASHINGTON (dpa-AFX) - Arrow Electronics Inc. (ARW) released a profit for its fourth quarter that Increases, from the same period last yearThe company's earnings totaled $194.60 million, or $3.75 ......
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