02:27 – Der große Meta-Vergleich: 18 Milliarden statt einer Billion

• AP über KOB 4: Meta reaches landmark $18 billion settlement with states in trial over teen social media addiction
• Free Speech Center: Meta reaches landmark $18 billion settlement

• AP über KOB 4: Details des Vergleichs

• Texarkana Gazette (AP): Meta reaches landmark $18 billion settlement

17:49 – Nvidia kauft Hugging Face für 13 Milliarden

• CNBC: Nvidia agrees to buy Hugging Face for $12.9 billion, report says
• TechCrunch: Nvidia closes in on Hugging Face acquisition
• Forbes: Nvidia Has Reportedly Agreed To Buy Hugging Face For $13 Billion

19:46 – Nvidia investiert in Perplexity

• The Information: Nvidia Discusses Perplexity Investment at $30 Billion-Plus Valuation
• Reuters über Yahoo Finance: Nvidia discusses Perplexity investment at $30 billion-plus valuation

24:30 – WSJ: Nvidias Rechenzentrums-Deals und die Wettbewerbsfrage

• Techstrong.ai: NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust Scrutiny
• TNW: Nvidia has paused parts of the revenue-sharing programme it launched in July
• Tom's Hardware: Nvidia denies pausing AI cloud commitments initiative after reported partner backlash

27:36 – Anthropic: 30 Billionen TAM und die MHS-Ankündigung — mit Agnieszka

• Anthropic: Previewing the Model Hardware Standard
• CNBC: Anthropic pushes into physical world with new standard to help AI agents operate machines
• Fortune: Anthropic makes first move into physical AI with universal standard
• The Register: Anthropic proposes plumbing spec to link AI agents to lab kit and robots
• Fortune: Anthropic's $30 trillion market size estimate is outlandish. That may be the point.
• Quartz: Anthropic pitches IPO investors on $30 trillion market opportunity

38:23 – Nvidia-Quartalszahlen: der Ausbruch aus dem Negativstrudel

• CNBC: Nvidia earnings takeaways – Huang forecasts 70% fiscal 2028 revenue growth, far above estimates
• Kiplinger: Nvidia Earnings – Updates and Commentary August 2026

• Motley Fool: Nvidia (NVDA) Q2 2027 Earnings Call Transcript

• CNBC: Huang forecasts 70% fiscal 2028 revenue growth

47:17 – CrowdStrike: Cybersecurity als Boom-Markt

• StockStory über FinancialContent: CrowdStrike Surprises With Q2 CY2026 Sales, Stock Jumps 11.7%
• Timothy Sykes: CrowdStrike Stock Jumps As AI Security Fuels Record Growth

49:44 – SaaS-Apokalypse? Salesforce-Zahlen und Agentforce

• CNBC: Salesforce stock jumps 18% on AI growth and Anthropic investment gain
• CNBC: Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics
• TechTimes: Salesforce Launches Claudeforce, Posts Four-Year Revenue High as AI Threat Thesis Collapses

• Motley Fool: Here's Why Salesforce Stock Soared Today