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22.05.26 - 12:24
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Tech-Giganten schlagen schon wieder alle Erwartungen ? jetzt wird die Börsenstory noch heißer (Ariva)
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Die Magnificent 7 haben im ersten Quartal alle Erwartungen geschlagen. FactSet zeigt: Nvidia, Amazon, Alphabet und Meta treiben den S&P 500 weiter massiv an. Die großen US-amerikanischen Technologiekonzerne haben im 1. Quartal deutlich besser abgeschnitten als erwartet. Nachdem Nvidia am 20. Mai seine Zahlen vorgelegt hat, liegen nun alle Ergebnisse der sogenannten Magnificent Seven vor. Laut FactSet meldeten alle 7 Unternehmen positive ......
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19.05.26 - 16:48
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Meta′s AI Worker Shift; Home Depot Sales Fall Short | Stock Movers (Bloomberg)
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On this episode of Stock Movers with Alexis Christoforous:
- Shares of CoreWeave (CRWV) and other neo-cloud companies slump premarket after Alphabet agreed to create an artificial intelligence cloud business with Blackstone. Google agreed to create an AI cloud business with Blackstone.
- Meta (META) shares are moving as it's reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. The new corporate structure will be "flatter" and mean "smaller teams", according to Chief People Officer Janelle Gale.
- Home Depot (HD) shares are moving in the premarket after sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below the average of analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, which have sparked a pullback in home purchases and upgrade projects. (Source: Bloomberg)...
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08.05.26 - 21:12
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months (ZeroHedge)
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Taiwan Semiconductor April Sales Grow At Slowest Pace In 6 Months
Taiwan Semiconductor, world's largest dedicated independent semiconductor foundry, posted its slowest pace of monthly revenue expansion since October, highlighting the challenges of sustaining torrid AI-fueled pace of growth.
Sales in April rose 17.5% to NT$410.7 billion ($13.1 billion), their smallest rise in about six months. While the rise reflects just 30 days of business and its revenue can fluctuate month-to-month, the drop was notable; analysts expect the company's June-quarter revenue to grow almost twice as fast, or at about 35% which means that May and June sales will have to be gangbusters to compensate for April's slowness.
Taiwan's largest company has become an essential player in the global AI industry by making cutting-edge semiconductors for the likes of Nvidia and AMD. That's as Alphabet, Amazon.com, Meta and Microsoft said they are setting aside $725 billion for AI this year, significantly more than prev...
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01.05.26 - 00:06
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again (ZeroHedge)
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Apple Drops After Mixed Results: America, Europe Revenue Miss; Iphone Sales Disappoint, But China Surges Again
Ahead of today's AAPL earnings report, we've had a mixed picture from Mag 7 earnings so far: GOOGL soared to a record high, MSFT and AMZN both dropped (although they recovered much of their losses throughout the day) and META crashed, all on different reads of their capex. Which leaves AAPL to complete the picture of the big 5 megacaps (with NVDA set to report in a few weeks). As we previewed earlier, focus today will be on how soaring memory prices are impacting the company's profit margin, as well as hearing from new CEO John Ternus.
With that in mind, here is what the company just reported for its fiscal second quarter:
EPS $2.01 vs. $1.65 y/y, beating estimates of $1.96
Revenue $111.18 billion, +17% y/y, beating estimates of $109.66 billion
Products revenue $80.21 billion, +17% y/y, beating estimates of $79.26 billion
IPhone revenue $56.99 billion, +22% y/y, barely beati...
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30.04.26 - 23:01
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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026 (Bloomberg)
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Bloomberg's Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company's new AI tools and partnership with Google.
(Source: Bloomberg)...
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30.04.26 - 19:01
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Apple mit Zahlen: Reicht das fürs Allzeithoch? (Der Aktionaer)
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Heute Abend legt Apple Zahlen vor – und diesmal reicht ein solides Quartal wohl nicht. Die Aktie notiert nur wenige Prozent unter ihrem Allzeithoch. Alphabet, Amazon, Meta und Microsoft haben bereits geliefert. Die Botschaft aus den Big-Tech-Zahlen bisher: KI treibt Wachstum, kostet aber gigantische Summen....
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