#382 | $18 Mrd. Meta-Vergleich, Nvidia kauft Hugging Face, Anthropic MHS, Quartalszahlen Nvidia, CrowdStrike, Salesforce

02:27 – Der große Meta-Vergleich: 18 Milliarden statt einer BillionAP über KOB 4: Meta reaches landmark $18 billion settlement with states in trial over teen social media addictionFree Speech Center: Meta reaches landmark $18 billion settlementAP über KOB 4: Details des VergleichsTexarkana Gazette (AP): Meta reaches landmark $18 billion settlement17:49 – Nvidia kauft Hugging Face für 13 MilliardenCNBC: Nvidia agrees to buy Hugging Face for $12.9 billion, report saysTechCrunch: Nvidia closes in on Hugging Face acquisitionForbes: Nvidia Has Reportedly Agreed To Buy Hugging Face For $13 Billion19:46 – Nvidia investiert in PerplexityThe Information: Nvidia Discusses Perplexity Investment at $30 Billion-Plus ValuationReuters über Yahoo Finance: Nvidia discusses Perplexity investment at $30 billion-plus valuation24:30 – WSJ: Nvidias Rechenzentrums-Deals und die WettbewerbsfrageTechstrong.ai: NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust ScrutinyTNW: Nvidia has paused parts of the revenue-sharing programme it launched in JulyTom's Hardware: Nvidia denies pausing AI cloud commitments initiative after reported partner backlash27:36 – Anthropic: 30 Billionen TAM und die MHS-Ankündigung — mit AgnieszkaAnthropic: Previewing the Model Hardware StandardCNBC: Anthropic pushes into physical world with new standard to help AI agents operate machinesFortune: Anthropic makes first move into physical AI with universal standardThe Register: Anthropic proposes plumbing spec to link AI agents to lab kit and robotsFortune: Anthropic's $30 trillion market size estimate is outlandish. That may be the point.Quartz: Anthropic pitches IPO investors on $30 trillion market opportunity38:23 – Nvidia-Quartalszahlen: der Ausbruch aus dem NegativstrudelCNBC: Nvidia earnings takeaways – Huang forecasts 70% fiscal 2028 revenue growth, far above estimatesKiplinger: Nvidia Earnings – Updates and Commentary August 2026Motley Fool: Nvidia (NVDA) Q2 2027 Earnings Call TranscriptCNBC: Huang forecasts 70% fiscal 2028 revenue growth47:17 – CrowdStrike: Cybersecurity als Boom-MarktStockStory über FinancialContent: CrowdStrike Surprises With Q2 CY2026 Sales, Stock Jumps 11.7%Timothy Sykes: CrowdStrike Stock Jumps As AI Security Fuels Record Growth49:44 – SaaS-Apokalypse? Salesforce-Zahlen und AgentforceCNBC: Salesforce stock jumps 18% on AI growth and Anthropic investment gainCNBC: Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skepticsTechTimes: Salesforce Launches Claudeforce, Posts Four-Year Revenue High as AI Threat Thesis CollapsesMotley Fool: Here's Why Salesforce Stock Soared Today