News zum Sektor Elektronik / Software aus Ukraine

 

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Shon Manasco, Palantir International Defense Lead; Anna Rosenberg, Amundi Head of Geopolitics; John Studzinski, PIMCO Vice Chair & Managing Director; Radosław Sikorski, Polish Minister of Foreign Affairs and Deputy Prime Minister; Anya Manuel, Aspen Security Forum, Executive Director. (Source: Bloomberg)...

Five Insights Into The Trilateral Russian-Ukrainian-US Talks Authored by Andrew Korybko, Russia's agreement to this format represents a significant policy shift. Kremlin spokesman Dmitry Peskov confirmed that the second round of the trilateral Russian-Ukrainian-US talks in Abu Dhabi will be held on 1 February. There haven't been many leaks from the first round so observers can only speculate about the subject and significance of this new format. Nevertheless, it's still possible to intuit some insight into this based on what's known and has been reported, thus enabling folks to obtain a better understanding of this latest development. What follows are five important points: 1. Territory Is Reportedly The Last Remaining Issue Putin's top aide Yuri Ushakov said on the eve of the first round of talks that “bringing about a lasting settlement would be unlikely without addressing the territorial issue based on the formula as agreed in Anchorage.” This was followed by US Secretary of S...

Während Russland die Energieinfrastruktur der Ukraine immer wieder unter Beschuss nimmt, steigt China für Kiew zum wichtigsten Lieferanten elektrotechnischer Bauteile auf. Im vergangenen Jahr lag der Anteil der Volksrepublik an den ukrainischen Importen bei mehr als 85 Prozent....

US equity futures drop as Intel extends decline on a lackluster outlook and a warning on manufacturing snags. Russia, Ukraine and the US are set to continue peace talks in the UAE after the Kremlin said the “territorial issue” remains unresolved. TikTok and ByteDance close a long-awaited deal to transfer parts of their US operations to American investors, avoiding a nationwide ban in the US. Seema Shah of Principal Asset Management discusses a structural shift happening in markets as investors diversify with non-US assets. Kevin Mahn of Hennion & Walsh Asset Management sees more short-term volatility ahead in stocks. (Source: Bloomberg)...

Russlands neue Jet-Drohne fliegt dreimal schneller als ihre Vorgänger. Ihre Elektronik basiert maßgeblich auf westlicher Technologie, darunter einem Bauteil aus Deutschland. Brisant ist auch das Herstellungsdatum einiger Komponenten....

Dmitry Kuzyakin emphasized that Qualcomm possesses the highest expertise in machine vision, mobile computing, communication equipment, and communications organization...

Viele Anleger sind von KI fasziniert und haben die Aktienkurse vor allem der Hauptakteure in die Höhe getrieben. Inzwischen fragen immer mehr Anleger, ob es sich hierbei um eine Blase handelt und wann diese platzt. Tatsächlich gibt es ernst zu nehmende Warnsignale. Dies gilt vor allem für die zunehmenden Abhängigkeiten und Verflechtungen der Unternehmen untereinander. Die Befürchtung ist, dass die Unternehmen durch gegenseitige Lieferverträge ihre Umsätze aufblähen. Wechselseitige Beteiligungen erhöhen das systemische Risiko, weil die Zukunft vieler Unternehmen dadurch aneinander gekoppelt wird.. --- Die hohen Bewertungen der KI-Aktien sehen wir dagegen weniger kritisch --- Alles in allem dürfte die Unabhängigkeit der FED deutlich sinken. Die Fed wird die Geldpolitik wohl stärker lockern, als es die ökonomischen Daten rechtfertigen. Wir rechnen damit, dass sie den Leitzins bis zum Jahresende auf nur 2,5% senken wird.. --- Fällt der Aufschwung in Deutschland aus? --- Droht eine Staatsschuldenkrise in der EU?..

'Bribes For Votes' Scheme Uncovered In Ukraine Parliament Involves Members Of Zelensky's Party Via Remix News, Ukraine's anti-corruption authorities have announced charges against members of an organized crime group that operated in the Verkhovna Rada. Among the suspects are five members of parliament from Volodymyr Zelensky's party, reports Do Rzezcy. The National Anti-Corruption Bureau of Ukraine (NABU) and the Special Anti-Corruption Prosecutor's Office (SAP) announced that the charges were filed regarding bribes paid for votes in parliament. According to investigators' findings, MPs were paid to influence decisions made in the legislative chamber in a persistent and well-organized manner. In an official statement posted on Telegram, NABU announced that, in cooperation with SAP, an undercover investigation had identified an organized criminal group that included serving members of Ukraine's parliament. The investigation's findings indicate that members of this group accepted illeg...

Modern Warfare: Lessons From Ukraine Authored by Adam Sharp via DailyReckoning.com, Before Russia invaded Ukraine in 2022, we had very little insight into what modern warfare would look like. How would hypersonic and cruise missiles perform? What impact would drones have on the battlefield? How important is artillery in modern warfare? How relevant are tanks? And what about electronic warfare? All these questions have been answered by this war. Today let's review what we've learned so far. The future of war is looking more science-fiction by the day. Drones are Key The soldier, with a GoPro camera strapped to his helmet, hides in an abandoned building. He's breathing heavily. Suddenly, the loud whir of a drone appears. The soldier whispers a prayer and takes cover. BOOM! The drone explodes nearby. Screaming from a wounded soldier erupts. I've seen this situation play out dozens of times. For both Russian and Ukrainian soldiers. It's a terrifying scenario. Sometimes I'll see a video ...

The White House got out its stick and threatened to cut Ukraine off from its intelligence and arms supplies if Bankova rejects a proposed 28-point peace plan floated earlier this week, Reuters reports citing two sources said....

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DOW JONES--Der Druck auf Europas Börsen hält am Freitagmittag weiter an. Der DAX verliert 0,6 Prozent auf 23.151 Punkte, der Euro-Stoxx-50 fällt um 0,9 Prozent auf 5.521 Punkte. Der überraschende Dreh der US-Märkte ins Minus vom Vorabend trotz guter ......

Finland's President Alexander Stubb has warned that a ceasefire in Russia's war against Ukraine is unlikely to materialise before spring, and urged Western allies to sustain support for Kyiv despite recent corruption scandals....

Trump Approves Giving Ukraine Intel For Missile Strikes Deep Inside Russia The Kremlin is downplaying reports out of the Wall Street Journal and Reuters which cite unnamed US officials to say the Trump White House has quietly reversed policy on providing Ukraine with intelligence to assist in hitting long-range targets on Russian territory. The entrenched narrative is that the US under Trump had resisted this, and that it was Biden who had really put in place the American intelligence-sharing apparatus in Ukraine. Specifically, as The Wall Street Journal reports, "The U.S. will provide Ukraine with intelligence for long-range missile strikes on Russia's energy infrastructure, American officials said, as the Trump administration weighs sending Kyiv powerful weapons that could put in range more targets within Russia." But Moscow's response has been unexpectedly calm and cool, with a statement describing that nothing in fact has change, highlighting that US intelligence had alread...

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Bolton Attacks Trump For 'Utterly Incoherent' Ukraine Policy Days After FBI Raid Former national security adviser John Bolton has gone after President Trump, blasting his Ukraine strategy as "incoherent" in an opinion piece published Monday, just a few days after federal agents raided his Maryland home and D.C. office over the handling of classified documents. "President Donald Trump's Ukraine policy is no more coherent today than it was last Friday when his administration executed search warrants against my home and office," Bolton said in Washington Examiner. Bolton's op-ed title went all-in: "Trump's utterly incoherent Ukraine strategy." He wrote that "Collapsing in confusion, haste, and the absence of any discernible meeting of the minds among Ukraine, Russia, several European countries, and America, Trump's negotiations may be in their last throes, along with his Nobel Peace Prize campaign." AFP/Getty Images Hoped-for momentum towards an ...

Vance Says US 'Done Funding Ukraine War' - Demands Europe Step Up Vice President JD Vance stated on Sunday that Washington will no longer directly fund the purchase of weapons for Ukraine amid the seeminglyl never-ending war with Russia, and expressed hope that Europe would step up. "We're done with the funding of the Ukraine war business. We want to bring about a peaceful settlement to this thing," Vance told Fox News' "Sunday Morning Futures". "Americans, I think, are sick of continuing to send their money, their tax dollars of this particular conflict but if the Europeans want to step up and actually buy the weapons from American producers we're OK with that, but we're not going to fund it ourselves anymore," the vice president continued. So while this seems a step in the right direction of finding peace settlement, his comments still signify a White House greenlight of sorts to keep the proxy war going. Already this more 'indirect' system of supplyin...

Ahead Of Trump-Putin Summit, Zelensky Warns Any Decisions Taken Without Ukraine Are "Stillborn" By Jane Foley, senior FX strategist The Nasdaq ended Friday at a fresh all-time high, lifted by big tech and a very good week for Apple. The week brought the start of new tariff rates on exports from dozens of countries to the US, but sentiment found support on news of concessions, particularly the exemption on semiconductor tariffs for companies that produce in the US. Over the weekend news emerged that Nvidia and AMD have agreed to give the US government 15% of revenues received from chip sales in China in exchange for export licences. The news highlights the controversy over the sales of H20 chips to China. Some US security commentators have warned that the chips will enhance China's military and undermine the US' relative strength in AI.  Looking ahead, some countries are still hoping for a reduction in their specific tariff rate, Switzerland and India amongst them. The Swiss govern...

Nvidia Corp. and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses. The arrangement reflects US President Donald Trump's effort to engineer a financial payout for America in return for concessions on trade, according to the text. Elsewhere, Stocks erased gains as traders dialed back optimism that a summit between US President Donald Trump and Russia's Vladimir Putin would bring the war in Ukraine closer to a resolution. S&P 500 futures were little changed after the index ended Friday just shy of a record high. Europe's main equity benchmark was also flat, having earlier risen as much as 0.4%. Brent crude trimmed losses to trade down 0.4% around $66.30 a barrel. Today's guests: Subitha Subramaniam, Sarasin & Partners Investment Strategy Head, Yacov Arnopolin, PIMCO Emerging Markets Portfolio Manager (Source: Bloomberg)...