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Zorgen om oplopende olieprijs bezorgen Wall Street verlies

NEW YORK (ANP) - De aandelenbeurzen in New York zijn woensdag met verliezen gesloten. Beleggers maken zich zorgen over de oplaaiende gevechten tussen Iran en de Verenigde Staten en stijgende energieprijzen. De prijs voor een vat Brentolie kwam voor het eerst sinds juli boven de 100 dollar uit.

De vrees is dat duurdere energie en brandstoffen zich vertalen in een langere periode van hoge inflatie. Daarmee neemt ook de kans op renteverhogingen toe, en daarvan worden beleggers zenuwachtig. De publicatie van nieuwe inflatiecijfers voor de VS op vrijdag biedt ze mogelijk meer duidelijkheid.

De Dow-Jonesindex zakte 0,8 procent tot 52.380,66 punten. De bredere S&P 500 zakte 0,5 procent tot 7636,36 punten en techgraadmeter Nasdaq verloor 0,6 procent tot 26.253,34 punten.

Olie

Uit het Midden-Oosten kwamen berichten over beschietingen over en weer tussen Iran en de Verenigde Staten. Iran liet weten voorbereid te zijn op een escalatie van het geweld.

Een vat Brentolie werd rond het sluiten van de New Yorkse beurzen voor 101,55 dollar verhandeld, een stijging van 3,7 procent. Amerikaanse olie werd 4 procent duurder op 96,71 dollar per vat. Olieconcerns ExxonMobil en Chevron stegen tot 2,2 procent dankzij de duurdere olie.

Nieuwe iPhone

Apple eindigde 0,3 procent lager. Het techbedrijf onthulde zijn eerste opvouwbare iPhone, die zo'n 2000 dollar moet kosten. De nieuwe iPhone 18 Pro en Pro Max gaan 100 dollar meer kosten dan hun voorgangers, bleek verder uit de productpresentatie.

Dow zakte 0,6 procent. Het concern overweegt uit een gezamenlijk chemiebedrijf met olieconcern Saudi Aramco te stappen, schrijft persbureau Bloomberg op basis van ingewijden.

Google-moederbedrijf Alphabet sloot 2,3 procent lager na de bekendmaking van een grote investering in Finland. Google wil er 13 miljard dollar steken in nieuwe AI-datacenters, de grootste investering ooit van het bedrijf in Europa.


Nieuwe Houthi-aanvallen op meerdere steden in Saudi-Arabië

ABHA (ANP/RTR) - De Houthi's hebben voor de tweede dag op rij meerdere Saudische steden aangevallen. Volgens de door Saudi-Arabië geleide coalitie die het in Jemen tegen de Houthi's opneemt, zijn onder meer Abha, Khamis Mushait en Jazan bestookt met ballistische raketten en drones.

Die steden werden dinsdag ook al onder vuur genomen. Toen raakten 73 mensen gewond. De Houthi's hebben de afgelopen weken vaak Saudische doelen beschoten, maar zo'n omvangrijke aanval als op dinsdag is zeldzaam.

Saudi-Arabië heeft de afgelopen twee dagen ook grote luchtaanvallen uitgevoerd op doelen van de Houthi's. Daarnaast zijn de Jemenitische regeringstroepen een nieuw offensief begonnen om gebied van de Houthi's te veroveren. De door Saudi-Arabië geleide coalitie heeft gezegd ook op de meest recente aanvallen te zullen reageren.


The Register

Biting the hand that feeds IT — Enterprise Technology News and Analysis

Samsung to help fortify OpenAI's semiconductor supply chain

OpenAI will design its next-generation AI accelerators with the help of South Korean foundry giant Samsung Electronics. This move could help the ChatGPT maker with memory, process tech, or other key things it needs to succeed. The announcement, made by OpenAI Korea general manager Harrison Kim in a press conference Wednesday, comes just weeks after the company showed its first-generation “Jalapeño” accelerators besting Nvidia’s Blackwell GPUs across a slew of inference workloads. "One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips we are developing," he said, according to Reuters. But now that the hype has died down and Wall Street has convinced themselves that the rise of AI ASICs isn’t the threat to Nvidia’s dominance they feared, OpenAI still has to contend with the realities of being a fabless chip designer. The vast majority of leading edge silicon made today comes from a single company: TSMC. That means securing meaningful capacity requires competing with AMD, Nvidia, and practically every other chip biz and hyperscaler designing their own chips. But TSMC isn’t the only leading edge wafer fab out there. They’re just the biggest. Smaller, less popular options include Samsung Electronics and Intel Foundry. The supply of high-bandwidth memory (HBM), which OpenAI’s (and Broadcom if we’re being honest here) designs make extensive use of, is similarly constrained with just three major manufacturers capable of producing it in volume: SK Hynix, Micron, and you guessed it, Samsung Electronics. This puts OpenAI in a tough spot of having to compete with larger, higher volume chip designers for both logic and memory silicon. As such, OpenAI’s tie-up with Samsung could go two ways. The most obvious, but also the least interesting, is that Samsung will supply all or at least some of the HBM used in the model dev’s next-gen chips, which we’ll call Habanero for lack of an official code name. Detailed at Hot Chips last month, OpenAI’s Jalapeño AI inference chip uses HBM4, the same tech used by AMD and Nvidia’s latest GPUs. That tells us that there's a pretty good chance Habanero will likely use the faster HBM4E. And given the ongoing memory shortage, if OpenAI wants to secure ample supply, it’s going to need to forge these relationships early. Besides supply chain, timing is important because there’s a good chance OpenAI’s next chip will take advantage of custom base dies to move things like memory controllers or even some logic from the compute silicon to the HBM stack itself. If you recall Nvidia’s disclosures around NVHBM a few weeks back, it’s the same idea. However, these custom base dies require some coordination with the HBM supplier, so fostering a close relationship with Samsung now would benefit OpenAI, even if the compute chiplets themselves end up being manufactured by TSMC. While the most obvious reason for OpenAI’s tie-up with Samsung is memory-related, that’s not to say they couldn’t fab their next chip on Samsung’s 2 nm process tech just to have an alternative supplier to TSMC. Samsung is the second largest leading edge foundry operator in the world and used to produce a lot of silicon for the likes of Nvidia, Apple and others. Nvidia’s Ampere generation used Samsung’s 8 nm process tech for the majority of its PCIe-based cards, while its HBM-equipped accelerators were exclusively fabbed by TSMC. But a number of factors, including the rise of multi-die architectures requiring advanced packaging and broader adoption of HBM-based accelerators, made TSMC the more attractive option. Reported challenges with Samsung’s yields across its 3 nm process tech probably didn’t help either. But as of 2026, Samsung is looking a lot more compelling, with chip designers including Rebellions, Tenstorrent, and Groq building sophisticated AI accelerators at its fabs. Rebellions’ Rebel100 accelerator is a particularly useful proof point as it utilizes a multi-die architecture and HBM3E, both of which require sophisticated advanced techniques to stitch everything together. The chip shows that Samsung is more than capable of producing OpenAI’s next chip. What’s more, doing so could open the door to larger allocations than they would get from TSMC alone. We reached out to OpenAI for comment on its silicon strategy, but had not heard back as of publication. ®

this isn't happiness.

ART, PHOTOGRAPHY, DESIGN & DISAPPOINTMENT INSTAGRAM ★ ELSEWHERES

Eldorado, Christopher Soukup

Eldorado, Christopher Soukup

You’ll be happy, Michelle Thompson

You’ll be happy, Michelle Thompson

Clouds Melbourne to Perth

braart has added a photo to the pool:

Clouds Melbourne to Perth

Qantas Airlines

Sargasso

Hopeloos Genuanceerd

Closing Time | Lucifer’s Cold Embrace

Nou ja! Zoveel moois, gewoon uit Arnhem! Oubliette is van het debuutalbum van Lucifer’s Cold Embrace, genaamd The Elegy of Lilith, uit 2018. Dat is ook het enige album van het gezelschap, maar op basis van deze kwaliteit mag er nog wel een plaatje verschijnen.

The Guardian

Latest news, sport, business, comment, analysis and reviews from the Guardian, the world's leading liberal voice

Champions League roundup: Raphinha shines as Barcelona thrash Feyenoord

  • Brazilian scores twice in 5-1 victory at the Camp Nou

  • Demirovic scores hat-trick as Stuttgart beat Viking

Raphinha let his goals do the talking after being omitted from the Ballon d’Or shortlist, striking twice as Barcelona eased to a 5-1 win over Feyenoord in the Champions League.

The Brazilian was a surprise omission from this week’s 30-strong list of candidates for the prestigious award but brushed any disappointment aside to continue his early season hot streak at a rain-soaked Camp Nou. The forward finished brilliantly in the third minute and added a second just before the hour mark to down the Eredivisie side and take his tally to eight goals in six outings at the start of the campaign.

This report will be updated.

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The Fire Within You review – overheated family Christmas boils up too many stereotypes

Venice film festival: Edoardo De Angelis’s claustrophobic drama brings a raging mother up from Naples for the holidays, with a capon. What could possibly not go wrong?


If there were a Golden Lion award for the most Italian film in Venice competition it would go to Edoardo De Angelis’s squawking domestic spat of a picture which contains an imperious matriarch, a pained Catholic priest, an argumentative family, and food, so much food. Bowls are stirred and pans are brandished. Pots are seen rattling angrily on the stove. The festival organisers like to deploy a little judicious home cooking when it comes to the selection and De Angelis is already a favoured guest, having opened the 2023 event with his war drama Comandante. But I fear they may have miscalculated with this one. It’s overdone, on the turn and too liberally salted with tears. It’s liable to provoke the occasional stab of heartburn.

At the head of the table sits the incorrigible Angela (Vanessa Scalera). She’s up from Naples (where she was presumably once a girl from the backstreets, begging in rags) to supervise Christmas Eve dinner at her son’s book-lined apartment in Milan. Angela’s a relic of the old world, breezily unreconstructed and openly disgusted by the woke state of her grandchildren. “One’s a gay dancer and the other’s a vegetarian,” she scoffs. They in turn are perturbed by the fact that she has brought in a live chicken to be cooked as the main course. Who’s going to catch it? Who’s going to kill it? What even is this creature, exactly? “It’s not a hen, it’s a capon,” sighs middle-aged Anto (Lino Musella), who dearly wishes his mother had never come at all. She’s a beautiful woman, he says, but she smells.

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TRAILER. Nathan Fielders A24-'docu' over Theranos-oprichter Elizabeth Holmes in het StamCafé

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Nathan Fielder, een soort cabareteske cultheld. Elizabeth Holmes, eigenlijk ook. Verzon ooit onder de naam Theranos ooit een gehele 'uitvinding' bij elkaar die voor een fractie van de gangbare prijs bloedanalyses uit kon voeren, haalde daarmee de ene na de andere gigant als Henry Kissinger, James Mattis en George Shultz aan boord als bestuurslid, en werd gevalueerd op $9 miljard zonder ook maar één werkend prototype. De 'docu' werd geschoten in de 5 weken voordat Holmes eind mei 2023 11 jaar naar de gevangenis ging, en schijnt nogal desoriënterend te zijn. Variety schrijft

"“You Can See Everything” is just about the furthest thing from a “pure” documentary you’ve ever seen. That’s part of its appeal — it’s a one-of-a-kind reality-TV-as-hangout-movie psychodrama circus. Yet it’s been made with a spirit of true inquiry, driven by Fielder’s acidly quizzical personality (...). Whatever the motivation, Fielder, who has often operated in a nether zone between fiction and reality, was looking for a project to collaborate on with Lance Oppenheim, a documentarian he’d become friendly with. (...) The Elizabeth Holmes we see has a winsome soft presence, with a Cupid’s-bow grin and eyes that beam without blinking too much. She resembles the ’80s and ’90s actress Kim Greist, and has a manner that’s disarming in its gentleness. Yet when Fielder asks about the crimes she was convicted of, she pleads a strange kind of ignorance. She claims she did nothing wrong, and it’s clear she believes it."

Zoals genoegzaam bekend: hier houden we van fantasten, en dat is vanavond niet anders. Proost makkers.

Het verhaal van Holmes' Theranos

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Dhr. Fielder

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