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01.06.26 - 20:12
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Nvidia Gets Into the PC Market With New Chip | Bloomberg Tech 6/1/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss Nvidia's next target: the PC. A new AI chip sends Nvidia and related stocks soaring while rivals slide after Jensen Huang's Computex keynote. Plus, all eyes on SpaceX as the upcoming mega IPO is already reshaping Wall Street. And, what to expect from New York Tech Week, kicking off today. (Source: Bloomberg)...
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01.06.26 - 18:31
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Open Interest 6/1/2026 | Jensen Huang′s Bullish Software Call (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Tech leads the charge as Nvidia pushes deeper into the PC market and Jensen Huang makes the bullish case for software stocks. Berkshire Hathaway makes its first major deal under Greg Abel, buying Taylor Morrison for nearly $7 billion. Plus, Silicon Data CEO Carmen Li on the rise of AI futures markets, Meredith Whitney on housing and the fading American Dream, and Mercedes-AMG's Michael Schiebe on why performance still matters in the EV era. (Source: Bloomberg)...
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01.06.26 - 13:36
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Nvidia Enters PC Market; Oil Rebounds as US, Iran Clash | Bloomberg Brief 6/1/2026 (Bloomberg)
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US equity futures rise after the S&P 500 closed May with a fresh record high. Nvidia enters the PC market with its new chip, RTX Spark, preparing to take on Intel and AMD. Oil rebounds from a six-week low amid uncertainty over an interim US-Iran peace deal. Keith Lerner of Truist discusses the AI equity rally. French Ambassador for International Investments Pascal Cagni joins as President Macron announces $108 billion in foreign investment pledges to the nation including SoftBank and Salesforce. (Source: Bloomberg)...
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01.06.26 - 13:31
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KI verändert die Machtverhältnisse: Software-Investments im Umbruch: Wer gewinnt, wer unter Druck gerät (Das Investment)
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Fazit: KI ersetzt Software nicht. Sie führt vielmehr zu einer Neubewertung des Softwaremarkts, indem sie den Wert weg von personalintensiven Modellen hin zu Unternehmen verlagert, die in KI-gesteuerte Infrastrukturen, Daten und Unternehmenskoordination verankert sind. Das weltweit genutzte Softwarevolumen wird mit ziemlicher Sicherheit wachsen. Wir gehen jedoch davon aus, dass sich die Verteilung der Wertschöpfung deutlich von der des vergangenen Jahrzehnts unterscheiden wird..
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