Oracles Jupiter-Beben und die Gewinner des Agenten-Kriegs

Alles auf Aktien – Die täglichen Finanzen-News

The episode explores the current state of global stock markets, noting a period of 'relaxed' trading despite geopolitical tensions in the Middle

Key takeaways

• Oracle's Project Jupiter in New Mexico faces potential failure or delays due to local protests and lack of power grid connectivity.
• A 'funding gap' is a growing concern for the AI boom, as hyperscalers may lack sufficient cash flow to meet massive data center investment needs by 2028.

Main topics

• AI Infrastructure Risks
• The Agent War

Notable quotes

The Internet has made information cheaper. AI agents make changing cheaper.

Conclusion

The transition to an agent-led economy presents a systemic risk to tra

Transcript preview

Speaker 1 (0:00) These are the finance topics of the day. Speaker 2 (0:04) We talk about deep, relaxed stock exchanges, agent fantasy at Meta and Microsoft and about what else is important this week. The topic of the day is the evil oracle for the financial center. And in the EEE-Idea we call you the winners in the agent fight against your convenience. Speaker 3 (0:28) Alles auf Aktien, der tägliche Börsenshot. Es begrüßen euch Philipp Vetter und Holger Zschäpitz Speaker 2 (0:34) aus der Weltwirtschaftsredaktion. Die Speaker 1 (0:42) im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Speaker 3 (0:55) The markets are presented Speaker 1 (0:56) to Speaker 3 (0:56) you by our partner Smart Broker Plus. Together with Smart Broker we have just recorded our AAA Live podcast on the Finance 26. There were exclusive insights and podcast hosts to touch on. Who missed that, can still benefit now, because Smart Broker makes a special offer to the Finance 26. Who opens a new depot at Smart Broker until October 30, will get a 50 euro share at the start, and not from any winded share. but from one of the classic base investments, the iShares Core MSCI World ETF. You Speaker 1 (1:31) only get the Speaker 3 (1:31) start advantage via the exclusive action link and you can find it, of course, like all information, in our show notes. Speaker 1 (1:42) Today is Speaker 2 (1:44) Monday, September 28th and we wish you a deep and relaxed start into the week. And that's the week at the end of our wonderful AAA Summit. At this point you have to be deeply relaxed. And at the stock exchange, as I said, the mood is also deep and relaxed, because despite high interest rates and a wobbly situation in the Middle East, it was enough at the stock exchange last week for the first week with plus signs after two weeks with negative balance. For the S &P 500 it was 0.5 % on it. The Nasdaq, which was over the week, even Speaker 3 (2:16) increased by 3 Speaker 2 (2:16) .3%. At Speaker 3 (2:19) the weekend, the situation with Iran was controversial. Trump rejected Tehran's proposal. The street of Hormuz has to be reopened within seven days. And according to the Wall Street Journal, he expects it to be bombed again after the midterms, i.e. the midterm elections in November. On the Speaker 2 (2:34) other hand, Trump announced to Axios that there will be further talks this week. Speaker 3 (2:39) WTI oil cost 93 Speaker 2 (2:41) dollars on Speaker 3 (2:41) hyperliquid on Sunday, around 1 % more than at the end of Friday of 92.41 dollars. After Trump's announcement, it went short on Saturday to 94 dollars, since then a little down again, Brent was just under 99 dollars. Speaker 2 (2:58) And you heard it last week, WTI was down by almost 8 % because of the talks at the end of the UN General Assembly. Since the beginning of the year, the oil price is still around 60 % in the plus. And that is also one of the puzzles of these days. It also has to do with the returns. Oil and returns have gone up. The 10-year American return on Friday rose to 5.18%. And that is the highest since the financial crisis. And the stock exchanges are still... nah ihre Allzeit hoch ist. Also das ist halt, wie gesagt, das Rätsel. Speaker 3 (3:31) Well, the Wall Street Journal has written the history books for it. In 1994, Greenspan, the then Fed boss, overrun the markets with a raise in interest rates. The S &P 500 fell by up to 8 % and then recovered despite further rising returns. In 2016, shares and returns even increased together and 2022 was a horror year for both. That means, bulls and bears each find the right year for their thesis. But what's different this time? Speaker 2 (4:00) Or even special. And what's special is that the growth of a gigantic AI investment boom of tech companies is hanging and the interest rates seem to be quite indifferent to them. And an analysis service has brought it together very nicely. The mood on the market, one is Taco, the other is Muse. Taco we know, Trump always chickens out. In doubt, he will roll back. Then we have seen it with Iran. And Muse is Meta's new AI agent. And Meta's share in the past week, despite setbacks, Friday and 13 percent and scratches a 2 billion dollar mark. Speaker 3 (4:35) Am Freitag hat Microsoft nachgezogen und war mit plus 3,7 Prozent Spitzenreiter im DAO. Der Konzern hat Copilot neu aufgestellt, samt einem Daueragenten namens Autopilot als digitalem Kollegen. Beim KI-Boom lohnt ein zweiter Blick. Das Journal fragt, woran man merkt, dass die Party vorbei ist. Die Antwort, wenn das frische Kapital versiegt. Das Stichwort heißt Funding Gap. Den Begriff kennt man aus der Dotcom-Zeit, als Pets.com das Geld ausging. Speaker 2 (5:03) Well, and the big AI players don't seem to be able to get rid of the money. There were a few smaller signs. OpenAI has closed the stock market this year. Antropic has moved it from October to November. But that doesn't mean that there is no more money. There is still money flowing. Antropic has closed a seven-year contract with Akamai over 11.6 billion dollars. And the Akamai stock has increased by 16 % on Friday. And in the end, the plus is still around 10%. Speaker 2 (5:55) 3%. And uncomfortably, it could also start with Kyivstar. That's the Ukrainian mobile phone provider that is on the stock exchange in America. Russia has bombed the main seat in Kyiv from