28 juin
• China's DeepSeek AI model triggers a broad tech rout with Nasdaq down sharply, Nvidia $NVDA falling 16% on fears of cheaper Chinese competition undermining U.S. AI chip demand #tech #ia #actions
• Federal Reserve economists signal no rate hikes expected in 2026 despite market bets, supporting a dovish pivot and weakening the "higher for longer" narrative that has pressured equities and bonds #macro #taux #forex
• Volkswagen $VLKAY plans up to 100,000 job cuts and four plant closures in historic overhaul, accelerating European carmakers' crisis as Chinese EV rivals flood the market and energy costs soar #actions #automobile #europe
• Austria pushes EU to welcome Anthropic amid U.S. AI restrictions, signaling geopolitical fragmentation in AI development and creating opportunities for European tech champions to gain ground #tech #ia #geopolitique
• Starlink expands free mobile service to Venezuelan customers, extending Musk's telecom footprint in emerging markets while Aramco $ARAMCO helicopter crash kills 14 in Ras Tanura, reigniting Middle East supply concerns #tech #telecom #energy
• Memory chip makers rally on AI demand surge with prices accelerating, contradicting oversupply fears and validating SK Hynix $SKHYNIX and Micron $MU as key beneficiaries of data center capex boom #tech #semiconducteurs #ia
• Federal Reserve economists signal no rate hikes expected in 2026 despite market bets, supporting a dovish pivot and weakening the "higher for longer" narrative that has pressured equities and bonds #macro #taux #forex
• Volkswagen $VLKAY plans up to 100,000 job cuts and four plant closures in historic overhaul, accelerating European carmakers' crisis as Chinese EV rivals flood the market and energy costs soar #actions #automobile #europe
• Austria pushes EU to welcome Anthropic amid U.S. AI restrictions, signaling geopolitical fragmentation in AI development and creating opportunities for European tech champions to gain ground #tech #ia #geopolitique
• Starlink expands free mobile service to Venezuelan customers, extending Musk's telecom footprint in emerging markets while Aramco $ARAMCO helicopter crash kills 14 in Ras Tanura, reigniting Middle East supply concerns #tech #telecom #energy
• Memory chip makers rally on AI demand surge with prices accelerating, contradicting oversupply fears and validating SK Hynix $SKHYNIX and Micron $MU as key beneficiaries of data center capex boom #tech #semiconducteurs #ia
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