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New DeepSeek, Alibaba Models Take On Anthropic, OpenAI | The China Show | 8/3/2026
Bloomberg Television· 2026-08-03 04:46
♪ >> IT’S 9:00 A. M. IN SHANGHAI, SHENZHEN AND YOU’RE WATCHING "THE CHINA SHOW." I’M AVRIL HONG HERE WITH DAVID INGLES.DAVID: BOTH TOKYO AND WASHINGTON EARLIER CONFIRMED THEIR FIRST JOINT INTERVENTION IN 15 YEARS. AVRIL: THE UNVEILING OF DEEPSEEK’S NEW MODEL. OIL PRICES FALL AS THE U.S. AND IRAN PLAN A RETURN TO THE NEGOTIATING TABLE.DAVID: WE’LL WATCH CHINA’S A. I. MODEL MAKERS AT THE OPEN WITH DATA SHOWING DEEP SEEK’S LATEST RELEASE COMPETING AT A FRACTION OF THE COST.AVRIL: AND WE’LL HEAR FROM ADRIENNE C ...
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Bloomberg· 2026-08-03 04:35
Emerging-market equities fell for the first time in three days, led down by South Korean chipmakers unwinding some of the record gains they made on Friday https://t.co/DZpfdeVNki ...
Yen Rises Sharply With Traders on Intervention Watch | The Asia Trade 8/3/2026
Bloomberg Television· 2026-08-03 04:32
>> THIS IS THE ASIA TRADE. >> THE TOP STORIES THIS HOUR. WHERE INTERVENTION AFTER COORDINATED OPERATIONS IN JAPAN AND THE U.S. TRIGGERED A REBOUND IN THE CURRENCY.>> TRUMP SAYS NEW IRAN NEGOTIATIONS WILL BEGIN MONDAY AFTER SCRAPPING A PLAN TO ATTACK. OIL SLUMPS. >> CHINA'S AI RACE HEATS UP.DEEPSEEK LAUNCHES A MODEL AIMED AT CUTTING COSTS. >> $84.46% FOR A BARREL OF BRENT AFTER PRESIDENT TRUMP HOLDS OFF ON NEW STRIKES ON IRAN AND SAYS NEGOTIATIONS START MONDAY. WE WILL GET YOU MORE DETAILS IN A MOMENT.OPEC-P ...
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Bloomberg· 2026-08-03 02:59
🎙️ LIVE NOW: South Korea’s stock market has whipsawed from an AI-driven rally to a historic slump. Join Bloomberg reporters to ask your questions about what’s next. https://t.co/Euw8V0YF00 ...
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Bloomberg· 2026-08-03 01:10
South Korean stocks slipped, as heavyweight chipmakers faced selloffs after Friday’s record gains while investors cut back leverage-backed trades https://t.co/pY50KUerd3 ...
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Bloomberg· 2026-08-03 00:15
Analyst opinions are more polarized on CXMT than any other stock in Asia, delineating the key arguments driving volatility in the memory-chip stock trade https://t.co/rRYrvVYkLS ...
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Bloomberg· 2026-08-02 13:20
Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market https://t.co/QS26ry0HuI ...
史詩級股災前兆來了?AI資本支出失控。華爾街正醞釀下一波風暴
邦妮區塊鏈 Bonnie Blockchain· 2026-08-02 13:02
Capital Expenditures and Investment Trends - Meta announced a massive artificial intelligence capital expenditure of 135 billion US dollars [1] - Alphabet committed an artificial intelligence capital expenditure of 185 billion US dollars [1] - Amazon further increased its artificial intelligence capital expenditure to 200 billion US dollars [1] Market Dynamics and Industry Risks - Technology giants continue heavy artificial intelligence spending primarily driven by competitive pressure rather than optional growth, as any slowdown in capital expenditure is interpreted by Wall Street as weakening artificial intelligence demand [1] - The technology sector faces potential valuation bubble and market crash risks reminiscent of historical financial crises due to relentless capital expenditure escalation [1]