Podcasts about Advanced Micro Devices

No surprise to me that there's a glut of apartments on the market  I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought.    Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings?  Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has!    China is no longer just manufacturing; they are also beginning to innovate.  For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power    Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging.     Companies Discussed:  Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)  

Advanced Micro Devices is betting big on AI. CEO Lisa Su discusses AMD's latest earnings, the company's $100 billion data center chip target, and its partnership with OpenAI. She shares her outlook on AI demand, export controls, and the competitive landscape in the AI arms race. Then, Olympic gold medalist and The Snow League co-founder Shaun White explains his new professional snowboarding and free-skiing league and the future of winter sports. Plus, airlines warn flight cancellations may continue even after the government shutdown ends, and the White House is considering a rule that could upend shareholder voting by limiting the power of proxy advisers and index fund giants. Lisa Su - 15:21Shaun White - 42:07 In this episode:Lisa Su, @LisaSuShaun White, @ShaunWhiteBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dominan las ganancias en Bolsas americanas. Suben principales índices salvo Nasdaq. El Dow Jones alcanza máximos históricos, ante el probable fin del cierre más prolongado del Gobierno de Estados Unidos y las optimistas perspectivas de beneficios de Advanced Micro Devices, que reavivan el optimismo sobre la inteligencia artificial. Los bancos muy bien. Algunos analistas ya hablan de que las autoridades de EE. UU. han llegado a un acuerdo para suavizar ciertos requisitos de capital para la banca, una medida que, de implementarse, incentivaría a las entidades a mantener mayores volúmenes de bonos del Tesoro. Los índices en Europa suben más del 1% apoyados en resultados de ABN Amro e Infineon. Nos valora el mercado Javier Cabrera, de XTB. Y, en el marco de MIND 2025, hablamos con Diego Rueda Moltó, de Unicaja Asset Management. Como todos los miércoles, repaso a los productos cotizados de Société Générale, con Hélio da Silva.

The federal government is forming a $1 billion partnership with Advanced Micro Devices for two supercomputers designed to tackle a range of problems, including cancer treatments and national security. Learn more about your ad choices. Visit podcastchoices.com/adchoices

US, European and Asian markets have all reacted positively to news in the US yesterday. Private payrolls and ISM data revealed that the economy is more resilient than had been feared. Advanced Micro Devices' Q3 earnings beat expectations, and their tide lifted other AI boats globally. And the Supreme Court hinted that it may well place limits on President Trump's tariffs, although we'll have to wait a while for any decision there. Our Head of Next Generation Research, Carsten Menke, provides insights into the rollercoaster ride that copper has been on recently, sharing his thoughts on what might come next.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (06:58) - Copper: Carsten Menke, Head of Next Generation Research (11:05) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In der heutigen Folge sprechen die Finanzjournalisten Holger Zschäpitz und Lea Oetjen über den Vibe Shift an den Börsen, ein europäisches KI-Bollwerk auf deutschem Boden und die “Rule of 40”. Außerdem geht es um Palantir, Nvidia, Applovin, Diamondback Energy, Micron, Marvell Technology, Microsoft, Meta Platforms, Lam Research, Broadcom, Advanced Micro Devices, Arista Networks, Pinterest, Rivian, Uber, Tesla, Fresenius Medical Care, Fresenius, Elmos Semiconductor, Deutsche Telekom, SAP, Siemens, Deutsche Bank, Quantum Systems, PhysicsX, Perplexity AI, Ionos, Schwarz Gruppe, Hims & Hers Health, SoundHound AI, Mara Holdings, Plug Power, Quantum Computing, C3.AI. www.businessinsider.de/informationen/newsletter/businessinsider/ Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Palantir topped consensus estimates and investors await Advanced Micro Devices after today's close. Chip stocks keep rallying, but breadth is narrowing, a possible sign of caution.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-1125) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exhaustion signals TESLA - a rabbit out of a hat! Fed meeting in focus S&P earnings week - its a big one PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Don't fight the tape - Exhaustion signals everywhere - but plenty of money floating around it seems - Seeing lots of overheated signs..... - BUT, everything is fine. Nothing to worry about Markets - Fed Meeting today and tomorrow - Rate decision on Wednesday - Biggest week for earnings (S&P) - ATH - Let' GO! First time over 6,780 for the S&P 500 - Profit margins with those Tariffs - Surprise! - Emerging markets - On FIRE! Factoid - Ft Lauderdale Boat Show - The economic impact of the Fort Lauderdale International Boat Show (FLIBS) is significant, generating over $1.78 billion in economic output for Florida, supporting more than 100,000 jobs, and creating millions in sales and taxes. The Fort Lauderdale International Boat Show is considered to be the largest boat show in the world, with over 3 million square feet of exhibition space across multiple marinas. Godcaster is turning churches into local radio stations - Get the Godcaster app on Android and iOS - An Adam Curry Project Fed Meeting - Stock and All time highs - GOLD, SILVER rocking - Crypto doing just fine - GDP good - Employment good - Housing market improving - Limited information about economic activity due to Government is CLOSED - Inflation is well about Fed's own measures (3%) - FED IS GOING TO LOWER RATES REMEMBER - NOTHING TO WORRY ABOUT - TRUST THE GOVERNMENT  CPI - The consumer price index showed a 0.3% increase on the month, putting the annual inflation rate at 3%, both lower than expected. - Excluding food and energy, core CPI showed a 0.2% monthly gain and an annual rate also at 3%, less than forecast. - The Bureau of Labor Statistics released the data specifically because the Social Security Administration uses it as a benchmark for cost-of living adjustments in benefit checks. Otherwise, the federal government has suspended all data compilation during the shutdown. Quick Meme Update - BYND - fell back to earth - down to $1.75 from $7 last week... - We should have shorted for the game like we talked about - It was supposed to be the next Apple! Qualcomm News! - They are in the game now - seems that Qualcomm now has the goods to compete with AMD and NVDA - Stock up 15% on this news (AMD and NVDA unfazed) - Qualcomm's data center chips are based on the AI parts in Qualcomm's smartphone chips called Hexagon neural processing units, or NPUs. - Nearly $6.7 trillion in capital expenditures will be spent on data centers through 2030, with the majority going to systems based around AI chips, according to a McKinsey estimate. (3% of of annual GDP for the ext 5 years) Why Not Intel? - The U.S. has formed a $1 billion partnership with Advanced Micro Devices  to construct two supercomputers that will tackle large scientific problems ranging from nuclear power to cancer treatments to national security, Energy Secretary Chris Wright and AMD CEO Lisa Su told Reuters. - The U.S. is building the two machines to ensure the country has enough supercomputers to run increasingly complex experiments that require harnessing enormous amounts of data-crunching capability. The machines can accelerate the process of making scientific discoveries in areas the U.S. is focused on. NVDA Spending Spree - Massive announcements today and $1billion stake in Nokia - Nokia announced on Tuesday that Nvidia is taking a $1 billion stake in the networking company, the latest partnership for the artificial intelligence chipmaker. - Shares of Nokia soared 26% higher following the news.

It's an AI showdown. Elon Musk has been building out two massive data centers in Memphis as he plays catch-up in the AI race. But will it be enough? Meanwhile, AI chips underdog Advanced Micro Devices rocked the market last week when it landed a multibillion-dollar partnership with OpenAI, directly challenging industry leader Nvidia. We'll tell you about the old-school CEO leading AMD. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do stock dividends give you better returns? With the S&P 500 currently paying a dividend of only 1.1%, which is the lowest in about 25 years, people may wonder if they should even care about dividends. In 2024, dividends were only 36% of profits, which was 20 points below the average going back nearly 100 years. Looking at return figures, if you go back 65 years, reinvested dividends did account for roughly 85% of the S&P 500's total return. With the market at all-time high valuations, investors should not give up on investing in companies that pay good dividends, but they also should do plenty of research to verify the dividend is strong and will last. And never ever buy a company just because it pays a dividend! When looking for companies that pay dividends, look for stocks with new or increasing dividends because since 1973 they returned on average 10.2% versus 6.8% for those companies that did not increase their dividend. Over the same timeframe, those stocks not paying dividends had a return of only 4.3%. Remember when looking at investing in dividend stocks to check that the company has a good amount of cash flow, a reasonable payout ratio to pay that dividend and a strong balance sheet that does not have excessive debt and a good amount of cash for liquidity.   How will the US government shutdown affect you and the economy? Over the last 50 years, the government has shutdown 21 times with the longest being December 2018 when it lasted 34 days. The shutdown will affect mostly those consumers who are traveling with experts from the travel industry saying it will lose about one billion dollars a week. Think about all the national parks that will be closed and the frustrations at the airports will probably curtail travelers' enthusiasm for traveling. Even with all the negative headlines, stocks tend to do well during a government shutdown with the average three month return after the shutdown at 9.5% and one year later at 22.4%. I would not encourage people to think they will get a 22% return this time around because of the valuation on the stock market these days. Unfortunately, bonds don't do as well with the three-month return being a -37% and a one-year return on bonds being a -10.7%. What this means is during a government shutdown generally long-term interest rates increase as bonds fall, and this would be detrimental to the housing market as we would then see mortgage rates increase if history repeats itself. On the shorter end of the yield curve, the Federal Reserve who sets short term interest rates will be handicapped because they will not be getting economic information such as the labor report and other government data to make their decision for interest rates cuts. It is possible if the shutdown is still ongoing at the end of October, the Federal Reserve may not cut interest rates because of the lack of data. The million-dollar question of how long it will last is a difficult one to answer as no one knows for sure but it appears since both sides are so far apart, they will not come to the negotiating table and until some negativity starts showing up in the economy there is not much pressure on the politicians. That means this shutdown could be one for the record books and could perhaps last a month or two!   Public debt looks strong, but private debt not so much Public debt, which are bonds that trade on the public market, is looking rather strong based on the small yield margin between investment grade and speculative grade securities compared with the risk-free government debt. In September, $207 billion of corporate bonds were issued and that's the fifth highest monthly amount on record. Year to date returns for those holding public corporate bonds stands between 7 to 8%. Private debt on the other hand is starting to have issues as companies such as Tricolor Holdings, which is a lender to individuals with low credit ratings, filed for chapter 7 bankruptcy in September. The debt holders may get something, but when a company files chapter 7 bankruptcy, the government receives their money first along with the attorneys and then what is left over if any, goes to the debt holders then equity holders. Also, last month an auto parts company called First Brands filed for chapter 11 bankruptcy, they had $6 billion of leveraged loans outstanding. This could be the beginning of an avalanche of defaults in private credit as I believe if the economy continues to slow down, these products will have some major problems. Hopefully you weren't sold anything that deals with private debt, equity or real estate by your broker.   Financial Planning: Updated Tax Brackets for 2026 For 2025, married couples filing jointly will see their standard deduction rise from $31,500 to $32,200 with an additional $1,650 per spouse for those age 65 or older and a new $6,000 deduction per spouse for households with adjusted gross income (AGI) under $150,000, bringing the total possible standard deduction to $47,500. The 12% federal tax bracket will now apply to taxable income up to $100,800 (up from $96,950), and the 0% capital gains and qualified dividend threshold will increase to $98,900 (from $96,700). When calculating tax liability, AGI minus the standard deduction equals taxable income.  For retirees, this means the $150,000 AGI level is an especially important threshold to stay under. It unlocks the extra $6,000 standard deduction, keeps all ordinary income in the 10% and 12% brackets, and ensures that capital gains and dividend income remain tax-free. These inflation adjustments give married couples, especially retirees and middle-income earners, more room to keep their income in lower tax brackets and reduce their overall taxable income going into 2026.   Companies Discussed: Verizon Communications Inc. (VZ), Cal-Maine Foods, Inc. (CALM), International Paper Company (IP) & Advanced Micro Devices, Inc. (AMD)

Advanced Micro Devices has signed a deal with OpenAI to deploy 6 gigawatts of AI chips over multiple years, in a deal that could generate tens of billions of dollars in new revenue. AMD CEO Lisa Su and OpenAI President Greg Brockman speak with hosts Ed Ludlow and Caroline Hyde to discuss the deal. See omnystudio.com/listener for privacy information.

P.M. Edition for Oct. 6. OpenAI and Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers, sending AMD's stock soaring. WSJ Heard on the Street columnist Dan Gallagher joins to discuss what the deal means for AMD, and how it will challenge market leader Nvidia. Plus, Paramount has acquired popular news and opinion site the Free Press, and is installing its founder Bari Weiss as the editor in chief of CBS News. We hear from Joe Flint, who covers media and entertainment for the Journal, about what Weiss is expected to bring to the role, and why the move is a strategic one for Paramount CEO David Ellison. And Fifth Third bank is acquiring Comerica for $10.9 billion, a move that would create one of the top 20 largest banks in the U.S. WSJ reporter Gina Heeb talks about whether this is the start of a wave of consolidation in the industry. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

I will look into what a $2 million nest egg really means for retirement— and how lifestyle, spending, and smart planning can determine whether it's truly enough. Today's Stocks & Topics: Everest Group, Ltd. (EG), Market Wrap, National Grid plc (NGG), Datavault AI Inc. (DVLT), Is $2 Million Enough to Retire Comfortably?, Momentum Trading, Avantis US Small Cap Value ETF (AVUV), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Safe-Haven, Philip Morris International Inc. (PM), Altria Group, Inc. (MO), Advanced Micro Devices, Inc. (AMD).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über Rückenwind für die Hannover Rück, den erfolgreichen Börsengang der Kryptobörse Gemini und fehlende Friedensfantasie bei Heidelberg Materials. Außerdem geht es um Warner Bros Discovery, Tesla, Micron Technology, Palantir, Advanced Micro Devices, Microsoft, Strategy, Trade Republic, EQT, Apollo Global Management, Merck & Co., Amgen, Boeing, Nike, Coinshares Physical XRP (WKN: A3GRUE), Bitwise Physical XRP (WKN: A3GYNB) und Invesco Physical Bitcoin (WKN: A3GU8J). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In a highly unusual move, the Trump Administration announced the government will take a 10 percent equity stake in computer chipmaker Intel. The new arrangement makes the U.S. government the largest shareholder in Intel, a relationship many economists, policy experts and elected officials say is problematic, unnecessary and signals an overreach of presidential power. Earlier in August, fellow chipmakers Nvidia and Advanced Micro Devices agreed to pay the United States 15 percent of their revenue from selling chips in China. We talk about what those deals mean, the administration's strategy and why experts say this is a step toward fascism. Guests: Louise Matsakis, senior business editor, WIRED Tad DeHaven, policy analyst for federal and state economic and fiscal policy issues, Cato Institute - a think tank Nils Gilman, chief operating officer, executive vice president of programs and deputy editor of Noema Magazine, Berggruen Institute - a think tank Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street recorded a negative night ahead of Powell's speech at the Jackson Hole Economic Policy Symposium early in the next session. Fear of a hawkish tone being reflected in markets over the past couple of days. S&P 500 down 0.40%, Nasdaq fell 0.34%. Dow recorded another choppy session, finding some strength toward the end. Closed mid-range, down 153 points. Most sectors down. Energy and Materials the exceptions, former followed oil upwards. Staples and Cyclicals the worst performers, defence and growth, showing caution ahead of Jackson Hole was widespread. Staples were dragged lower by Walmart which fell 4.5% despite raising full-year sales and profit guidance, citing strong demand across income groups, as it reported its first earnings miss in three years.In corporate news, Walmart was the main story after its earnings report with margin pressure from tariffs souring sentiment, weighing on peers like Target and Home Depot, which fell 1.7% and 1.1%. Similarly, Coty endured a steep 21.6% plunge after forecasting softer sales, underscoring fragility in discretionary spending. Tech weakness persisted, with Nvidia down 0.2%, Meta fell 1.2%, Amazon dropped 0.8% and Advanced Micro Devices retreated 0.9%, extending recent losses in the sector as concerns grow over stretched valuations and political risk.Resources mixed. Oil rose as Russia-Ukraine peace talks stalled and US demand remained resilient. Copper and aluminium recorded gains while nickel and zinc both fell.ASX to fall. SPI futures down 12 points (-0.13%). Results in focus.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor. 

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk through the rise of crypto treasury companies, the US government's 15% revenue share on China-specific chip revenue from Nvidia and Advanced Micro Devices, and Amazon's new same-day grocery delivery rollout. ---

Shares of Nvidia are down slightly as their rival chipmaker AMD is gaining steam. Reports suggest Jensen Huang and his team were concerned about Nvidia falling behind Advanced Micro Devices, so who will be the apex predator of the chipmakers? Defiance ETFs CEO and CIO Sylvia Jablonski joins Charles to explain why she thinks there is room in the AI chip space for two big players and her thoughts on the state of trade relations between the U.S. & China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In an unusual deal, Nvidia and Advanced Micro Devices have agreed to pay the US government 15% of their revenue from AI chips they sell to China. The US has blocked the sale of other, more powerful chips to China on the basis of national security, but the exception underscores the Trump administration’s openness to make exceptions… if the price is right. On today’s Big Take podcast, Bloomberg economic statecraft reporter Joe Deaux joins host Sarah Holder to explain the unprecedented nature of the deal, concerns about its legality and how it fits into Trump’s approach to trade with global competitors.See omnystudio.com/listener for privacy information.

In an unusual deal, Nvidia and Advanced Micro Devices have agreed to pay the US government 15% of their revenue from AI chips they sell to China. The US has blocked the sale of other, more powerful chips to China on the basis of national security, but the exception underscores the Trump administration’s openness to make exceptions… if the price is right. On today’s Big Take podcast, Bloomberg economic statecraft reporter Joe Deaux joins host Sarah Holder to explain the unprecedented nature of the deal, concerns about its legality and how it fits into Trump’s approach to trade with global competitors.See omnystudio.com/listener for privacy information.

China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...

US President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world's two largest economies. Trump signed an order extending the truce through November 10th, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. China said it too would extend its own suspension for a further 90 days. Meanwhile, Nvidia and Advanced Micro Devices have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual, legally questionable deal that reflects the Trump administration's willingness to soften export controls in exchange for financial payouts. We discuss the day's developments with Derek Wallbank, Senior US Economy and Government Editor for Bloomberg News. Plus - Wall Street refrained from making big bets ahead of a key inflation report, with stocks losing steam after climbing to the brink of all-time highs. With the earnings season almost done, investors are turning to economic data for clues on whether the Federal Reserve will be able cut rates in September. Data due Tuesday is forecast to show US consumers saw a slight pickup in inflation as retailers gradually raised prices on a variety of items subject to higher import duties. We break down the potential market implications with Joy Yang, Head of Product Management at MarketVector Indexes.See omnystudio.com/listener for privacy information.

Israel targeted a journalist tent in Gaza City, killing five Al Jazeera journalists Sunday, including prominent correspondent Anas al-Sharif. The Committee to Protect Journalists says at least 192 journalists have been killed since the start of the war nearly two years ago. Mohamed Moawad, Al Jazeera's managing editor, joins us to talk about the loss of his colleagues.And, President Trump took the unprecedented move on Monday of placing the Washington, D.C. police department under federal control and sending in National Guard troops to fight crime in the nation's capital, despite statistics showing violent crime declining 26% since last year. WAMU's Alex Koma details White House plans to use federal forces in D.C.Then, Chipmakers Nvidia and Advanced Micro Devices are selling advanced artificial intelligence chips to China, and national security experts have major concerns. The deal requires the two companies to pay 15% of chip sales revenue to the U.S. government. The Jamestown Foundation's Peter Mattis explains more.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

The debate over whether AI chipmakers should be allowed to sell their products to China has taken an unusual turn. The US government has reportedly given NVIDIA and Advanced Micro Devices permission to make the sales but for one big catch: 15 percent of the sales. In other news, AOL said it will discontinue its dial-up service on September 30, officially marking the end of an era in Internet history. It may come as a shock to most that AOL still runs its dial-up Internet service, but some thousands of users still rely on this outdated method as an affordable way to access the Internet in more rural areas. And it appears the movie version of the arcade game Space Invaders is back in the works. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) Nvidia and Advanced Micro Devices agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing. (2) European nations are seeking to talk to Donald Trump ahead of the US president’s planned meeting in Alaska with Russian leader Vladimir Putin, according to people familiar with the matter. (3) Israeli Prime Minister Benjamin Netanyahu defended his plan for a military sweep against the final Hamas strongholds in Gaza, calling it the best available option for recovering hostages while safeguarding his country’s long-term security — an argument that’s met vocal opposition at home and abroad. (4) It was a “trailblazing” project - and for the two small pension funds that helped finance it, a chance to prop up the retirement savings of dentists and pharmacists in rural northern Germany. We look at Germany's biggest property crash since the financial crisis. (5) The UK jobs market weakened across the board in July as employers cut their payroll budgets in response to Chancellor of the Exchequer Rachel Reeves’ £26 billion ($34.9 billion) tax increase, according to a survey closely monitored by the Bank of England. (6) European Central Bank officials will wait until December to deliver their next interest-rate cut in what is likely to be the final move in the cycle, a Bloomberg survey showed.Podcast Conversation: Teach Your Kids Poker the Easy WaySee omnystudio.com/listener for privacy information.

Wall Street recorded a negative session as markets await tonight's inflation release to gauge the path of rates and the inflationary effects of tariffs. S&P 500 down 0.25%, Nasdaq down 0.30%. Dow dropped at the open, almost fully recovered by noon, but then continued to fall. Closed near low, down 201 points. Mixed sector performance. Energy, REITs and Industrials all down despite oil rising and yields being rather flat. At the opposite end, Cyclicals was up, benefitting from Tesla's 2.8% rise, while Healthcare and Staples also recorded slim gains.In corporate news, Nvidia and Advanced Micro Devices slipped 0.35% and 0.28% after agreeing to hand 15% of China chip sales revenue to the US government, a move seen pressuring margins. Micron jumped 4% on upgraded Q4 revenue and profit guidance, while Intel rose 3.5% as its CEO visited the White House. TKO leapt 10% after Paramount bought the exclusive rights to UFC distribution in a $7.7Bn deal.Resources mixed. Oil rose on US-Russia talks. Copper, aluminium and zinc all fell while nickel rose, as did iron ore on Chinese steel mill demand.ASX to fall. SPI futures down 13 points (-0.15%).Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Advanced Micro Devices shares fell on Wednesday after the company failed to deliver a clear outlook for resuming sales in China, a crucial market for the second-largest maker of artificial intelligence processors. CEO Lisa Su speaks to Bloomberg's Ed Ludlow and Caroline Hyde as tariff concerns overshadow its upbeat AI Forecast.See omnystudio.com/listener for privacy information.

US President Donald Trump said Tuesday that tariffs on semiconductor and pharmaceutical imports would be announced "within the next week or so," as the administration prepares to target key economic sectors in its effort to remake global trade. Trump also added that he was "getting very close to a deal" with China to extend the trade truce that saw the two countries agree to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies. For more, we hear from Jill Disis, Bloomberg News Desk Editor in Hong Kong. Plus - the S&P 500 was on the brink of all-time highs on Tuesday, before losing steam. In late hours, Advanced Micro Devices gave a stronger-than-expected sales forecast, but warned that its access to the crucial China market remains uncertain. The pullback highlights investor anxiety over the Fed's next move, with economic data complicating the central bank's balancing act between controlling inflation and sustaining growth. Stocks had rallied in the prior session amid growing bets on potential rate cuts after weak jobs data last week. We get perspective from Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank. He speaks with Bloomberg's Heidi Stroud-Watts and Haslinda Amin on The Asia Trade.See omnystudio.com/listener for privacy information.

Los futuros de los índices bursátiles estadounidenses están en verde. Siguen ayudando esas crecientes expectativas de que la Reserva Federal recorte los tipos de interés este año. Además, hoy se digiere una nueva oleada de beneficios empresariales. Advanced Micro Devices pierde un 6%. El fabricante de chips decepciona men ingresos. Lo mismo Super Micro. Arrastran a perfiles similares como Dell Technologies y HP Enterprise. Disney, Uber y McDonald's también han rendido cuentas. El daño de la guerra comercial de Estados Unidos en los resultados de Yum Brands, Caterpillar y Marriott , así como una serie de datos económicos débiles empujaron a Wall Street a la baja el martes. En Bolsas europeas, y dentro del Ibex 35, las mayores subidas son para Repsol, Sabadell y Telefónica. Lideran los recortes Rovi, IAG y Grifols. El análisis es de Víctor Álvarez, de Tressis.

Singapore shares nudged higher as at afternoon time today as investors continue to mull the evolving global trade situation. The Straits Times Index was 0.37% higher at 4,224.17 points at 3.01pm Singapore time, with a value turnover of S$906.23M seen in the broader market. In terms of companies to watch today, we have Keppel, after the group yesterday amended the terms of the sale of its 70 per cent stake in Saigon Sport City, with lower prices than previously announced. Elsewhere, from more on Advanced Micro Devices’ latest earnings and its comments on a possible return to the crucial China market, to how Cathay Pacific Airways said it would place a US$8.1 billion (S$10.4 billion) order for 14 Boeing 777-9 jets in its first deal with the US planemaker in 12 years – more corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Asian stocks moved lower in the early Wednesday session after relatively tame inflation data failed to ease Wall Street's worries about the impacts of tariffs, with initial rallies in US stocks and bonds sputtering on bets the Federal Reserve will keep rates on hold for now. The S&P 500 retreated after earlier topping 6,300. A gauge of US financial giants sank as Wells Fargo & Co. cut its guidance for net interest income. JPMorgan Chase & Co. dropped even as investment bankers eked out a surprise gain. Citigroup Inc. hit the highest since 2008 on a stock-buyback plan. While short-dated Treasuries led losses, longer maturities also slid - with 30-year yields topping 5%. We get reaction to the day's market action from Chuck Cumello, President and Chief Executive Officer at Essex Financial Services. Plus - Nvidia said late Monday that it received assurances that the US government would allow it to export some chips to China. Advanced Micro Devices, Nvidia's chief rival, quickly followed with a similar announcement. These export license approvals could generate billions of dollars in total revenue for the companies this year — and they mark a dramatic reversal after the Trump administration said the issue wasn't even up for debate. We take a closer look at what it means for the chip sector with Ray Wang, Research Director for Semiconductors, Supply Chain, & Emerging Tech at The Futurum Group. He speaks with Bloomberg's Haidi Stroud-Watts and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.

Neue Allzeithochs in den USA. Neue Rekordstände, Hoffnungen auf Zinssenkungen und Entspannung im Handelskonflikt mit Kanada trieben die Kurse. Zum Halbjahresende liegt der S&P 500 rund 4,5 % im Plus und auch die Technologiebörse Nasdaq hat sich von Trumps "Liberation Day" erholt. Wie groß kann die Abkühlung im Sommer an den Börsen sein? Der Schwung scheint für den Moment raus, ein Indexstand über 24.000 Punkten ist attraktiv für Gewinnmitnahmen. Echte positive Impulse sind derzeit eher Mangelware. Kaufen, verkaufen, halten oder Hebel: Beiersdorf, Nike, PepsiCo, Procter & Gamble, Verbio, Commerzbank, Geely, Siemens Energy, Advanced Micro Devices, BYD. Werden Sie Clubmitglied. Hier der direkte Link zum Interview: https://go.brn-ag.de/427 . Hier geht es zur täglichen Hotline von Heiko Thieme: https://www.heiko-thieme.club/taeglicher-marktbericht2-2/

Asian stocks traded in narrow ranges early Wednesday after US benchmarks wiped out their 2025 losses on signs the global trade war is cooling and after US inflation climbed less than forecast. Equities were mixed in Japan while they crept lower in Australia. US contracts were little changed after chipmakers led Tuesday's rally on Wall Street, following news Nvidia and Advanced Micro Devices will supply semiconductors to Saudi Arabian firm Humain for a data-center project. We get a look at the market landscape with Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments. Plus - former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He speaks with Bloomberg's David Gura.See omnystudio.com/listener for privacy information.

Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.On this week's Grit, the Marvell CEO shares how he refocused the company's strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.Chapters:00:00 Trailer00:47 Introduction03:00 Huge company, taking the long view10:28 Market cap shift to big tech14:44 The data infrastructure opportunity20:30 Massive economic opportunity31:33 Semiconductor industry and geopolitics40:46 Taiwan and Moore's Law 44:05 Getting hammered down 50%47:05 Silicon Valley51:15 All in despite risks55:37 The CEO checkbox1:01:22 Email from Matt, subject: Grit1:07:35 The higher you go1:15:44 Who Marvell is hiring1:20:14 What “grit” means to Matt1:24:40 OutroMentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris KoopmansLinks:Connect with MattLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

In 2014, when Lisa Su took over as CEO of Advanced Micro Devices, AMD was on the verge of bankruptcy. Su bet hard on hardware and not only pulled the semiconductor company back from the brink, but also led it to surpass its historical rival, Intel, in market cap. Since the launch of ChatGPT made high-powered chips like AMDs “sexy” again, demand for chips has intensified exponentially, but so has the public spotlight on the industry — including from the federal government.  In a live conversation, at the Johns Hopkins University Bloomberg Center, as part of their inaugural Discovery Series, Kara talks to Su about her strategy in face of the Trump administration's tariff and export control threats, how to safeguard the US in the global AI race, and what she says when male tech leaders brag about the size of their GPUs. Listen to more from On with Kara Swisher here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A 9-day SPX win streak is over as investors await trade deals and fret over inflation. The Fed meets today with no rate cut seen, and chip firm Advanced Micro Devices reports.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0525)

In 2014, when Lisa Su took over as CEO of Advanced Micro Devices, AMD was on the verge of bankruptcy. Su bet hard on hardware and not only pulled the semiconductor company back from the brink, but also led it to surpass its historical rival, Intel, in market cap. Since the launch of ChatGPT made high-powered chips like AMDs “sexy” again, demand for chips has intensified exponentially, but so has the public spotlight on the industry — including from the federal government.  In a live conversation, at the Johns Hopkins University Bloomberg Center, as part of their inaugural Discovery Series, Kara talks to Su about her strategy in face of the Trump administration's tariff and export control threats, how to safeguard the US in the global AI race, and what she says when male tech leaders brag about the size of their GPUs. Questions? Comments? Email us at on@voxmedia.com or find us on Instagram, TikTok, and Bluesky @onwithkaraswisher. Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. semiconductor companies Nvidia and Advanced Micro Devices will contend with new export restrictions on specialized chips for China and other nations. WSJ reporter Asa Fitch explains how that will hit the companies' future earnings. Then, Meta CEO Mark Zuckerberg has tried many avenues to prevent the Federal Trade Commission's antitrust case from going to trial. WSJ reporter Rebecca Ballhaus has an exclusive look at some of those efforts. Victoria Craig hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

'Tariffs' has become the buzzword this week, following last week's focus on DeepSeek. However, this week's attention is primarily centered on major quarterly earnings reports from industry leaders including Google, Palantir, Advanced Micro Devices, Chipotle, Amazon, Roblox, Pfizer, Spotify, and Snap. Looking specifically at Palantir, our systems expect a minimum price movement of ±8% following their earnings release. While over 50% of technical signals indicate bullish sentiment, the question remains: Will this translate into upward momentum for Palantir's stock? Join me to explore these topics and more in this week's 'Trading Tips With Jim.' #Trading #StockMarket #Investing #TradingTips #WallStreet #Finance #PLTR #GOOGL #AMD #AMZN #CMG #RBLX #PFE #SPOT #SNAP, trading tips, jim trading, palantir stock, earnings report, stock analysis, market analysis, technical analysis, tariffs, deepseek, quarterly results, trading strategy, bullish signals, financial markets, market trends, investment education

Il sistema bancario italiano è in fermento. Dopo il tentativo di Unicredit di acquisire Commerzbank e Banco Bpm e quello di Banca Ifis di rilevare Illimity, ora è Monte dei Paschi di Siena a lanciare un offerta su Mediobanca. Il brutto anatroccolo vuole comprarsi la più blasonata delle banche italiane. La potenziale fusione di Mps-Mediobanca, rispetto alle altre operazioni, però, ha un carattere più strategico. Infatti, il gruppo senese è sostanzialmente una banca commerciale, mentre Mediobanca è una banca private e un investment-bank, con una ingombrante partecipazione: Assicurazioni Generali.Fatto sta che oggi si è tenuto il cda di Mediobanca e Piazzetta Cuccia ha risposto stizzita ricordando anche gli interessi incrociati dei due protagonisti dell'operazione: Caltagirone e Delfin. Il cda «rigetta» l offerta pubblica di scambio «non concordata» di Mps, ritenuta «fortemente distruttiva di valore». Lo si legge in una nota dell istituto guidato da Alberto Nagel. «L Offerta non è stata concordata ed è da ritenersi ostile e contraria agli interessi di Mediobanca». Facciamo chiarezza con Luca Davi, Il Sole 24 Ore.Deepseek, momento Sputnik cinese o caos programmato? Un'intelligenza artificiale low cost di pechino nella giornata di ieri ha fatto crollare il Nasdaq e innescato un piccolo terremoto nel settore hi tech negli USA nella giornata di ieri. 1000 miliardi bruciati in un giorno. Su8lla scia dei risultati sorprendenti dell'app Deepseek, il colosso dei microchip Nvidia ha perso oltre il 17% in Borsa. In rosso sono finiti a Wall Street Broadcom (-16%), Microsoft (-4%), Micron (-8%) e Advanced Micro Devices (-5%). Sotto pressione Constellation Energy (-12%) e Vistra (-19%), impegnati in progetti energetici per IA. Al contrario, le aziende cinesi collegate a DeepSeek, tra cui Zhejiang Orient Holdings e Zhuhai Huajin Capital, sono salite del 10%. L'app cinese potrebbe rappresentare il momento Sputnik dell'intelligenza artificiale. Questa start up cinese, nata come spin off del fondo di investimento High-Flyer, ha rilasciato un chatbot che ha messo in discussione la leadership occidentale (o meglio, americana) nel settore dell'AI, sgretolando certezze su una presunta superiorità tecnologica che ora potrebbe essere più difficile da dimostrare. Cerchiamo di capirne di più con l'intervento di Biagio Simonetta, Il Sole 24 Ore e Nicola Gatti, professore ordinario in ingegneria informatica del politecnico di Milano e direttore del centro di ateneo per la ricerca e innovazione in intelligenza artificiale.

Ben Rains explores where the stock market stands heading into 2025. The episode then dives into two technology stocks—Micron and Advanced Micro Devices—trading over 50% below their average price targets that investors might want to buy in 2025 and hold for long-term artificial intelligence (AI) growth. (0:15) - Stock Market Update: Everything You Need To Know Before 2025 (2:10) - Micron Slips After Earnings: Should You Buy The Dip? (9:00) - AMD Looks to Gain Market Share Against Nvidia: Is Now The Time To Invest? Podcast@Zacks.com

L'Istat stima che il Pil italiano si appresti a chiudere il 2024 con un progresso dello 0,5%, la metà rispetto alla previsione del governo su cui è stata costruita la legge di bilancio, c'è da dire però che anche Istat aveva previsto a giugno una crescita del +1%. Il dato Istat si allinea a quello diffuso ieri dall'Ocse. Per il 2025 è invece atteso un progresso dello 0,8%, inferiore dello 0,4% rispetto a quanto indicato dal governo Meloni.Secondo l'Istat, l'economia italiana risente nel 2024 della debolezza della domanda interna, in particolare dal lato dell'offerta. La dinamica calante della produzione industriale, alimentata dalla debolezza della economia tedesca, principale mercato di sbocco delle nostre esportazioni e dalla crisi di alcuni comparti produttivi (automotive su tutti), spiega l'Istituto, ha inciso negativamente sugli investimenti fissi lordi e sulle importazioni.Per il 2025, pur permanendo le incertezze di natura geopolitica e i rischi legati a pressioni protezionistiche, si sconta invece una stabilizzazione della domanda mondiale e un leggero rafforzamento del commercio internazionale. I consumi privati beneficerebbero quindi del graduale, anche se parziale, recupero delle retribuzioni e della prosecuzione, pur se a ritmi meno vivaci di quanto osservato di recente, dell'occupazione.Il commento di Mario Deaglio, docente Economia Internazionale Università di Torino ai microfoni di Sebastiano Barisoni.Incognita Intel dopo le dimissioni del CEOL'improvvisa uscita del ceo, Pat Gelsinger, costretto a dimettersi dopo le pressioni del Cda nella giornata di lunedì 2 dicembre, ha posto Intel in una posizione decisamente in bilico, negli ultimi giorni. La società ha comunicato di aver nominato il cfo David Zinsner e la vicepresidente esecutiva Michelle Johnston Holthaus come co-ceo ad interim. L azienda, che stava recuperando brio a Wall Street dopo l elezione di Donald Trump, è ora alle prese con incognite future: un tempo leader nel settore dei semiconduttori, ha faticato a tenere il passo con rivali come Nvidia e Advanced Micro Devices, in particolare nell'intelligenza artificiale. Un mix di rischi e opportunità che hanno dato campo libero alla speculazione sul titolo, che a inizio settimana, nel giro di 24 ore, ha prima guadagnato il 5%, e poi perso il 10%.Sarà importante capire se il nuovo ceo di Intel (ancora sconosciut0) sarà pronto a smantellare un azienda che un tempo dominava il settore dei chip, specie perchè questa mossa complicherebbe la capacità di Intel di ottenere 7,9 miliardi di dollari di sovvenzioni federali nell ambito dello US Chips and Science Act. La componentistica è oggi diventata terreno di battaglia decisivo tanto per lo sviluppo delle nuove tecnologie, quanto per la rivalità tra le grandi potenze, lo dimostrano due svolte avvenute nel settore nella stessa giornata di lunedì. Oltre alle dimissioni di Gelsinger infatti, lunedì è arrivata anche l'annuncio da parte degli Usa di nuovi bandi alle esportazioni verso la Cina. Washington ha aggiunto 140 aziende della Repubblica popolare alla lista di quelle che non possono ricevere le attrezzature per produrre i chip. Le misure, secondo l'amministrazione USA, sono adottate per diminuire le capacità di Pechino di alimentare le proprie ambizioni militari più che per ostacolare lo sviluppo economico della Cina.L'intervento di Alessandro Plateroti, Direttore Newsmondo.it a Focus Economia. Sardegna, per le rinnovabili idoneo l'1% del territorioLa Sardegna ha la sua mappa con le aree idonee per l installazione di impianti per la produzione di energia da fonti rinnovabili: comprenderà circa l 1% del territorio. Ieri il Consiglio regionale ha approvato il Dl 45 (Disposizioni per l individuazione di aree e superfici idonee e non idonee all installazione di impianti a fonti rinnovabili) con 35 voti a favore e 14 contrari. È un atto che chiude un percorso iniziato qualche tempo fa con una serie di ricorsi per la richiesta di connessioni a Terna (circa 700) e poi con le mobilitazioni generali.«Siamo la prima regione d Italia ad approvare una legge sulle aree idonee con circa 3 mesi di anticipo rispetto alla nuova scadenza prevista dal Governo», ha commentato subito dopo la votazione la presidente della Regione Alessandra Todde: «La Sardegna, da tempo considerata un fanalino di coda, oggi diventa un modello di tutela e pianificazione del territorio per le altre regioni italiane. Quando siamo arrivati al governo della Sardegna, abbiamo trovato un territorio spaventato e abbiamo respirato la preoccupazione dei sardi rispetto alle speculazione energetica». Tutti gli impianti, sia quelli nuovi sia quelli in autorizzazione, potranno essere realizzati solo nelle aree idonee. Non inciderà ovviamente su quelli già autorizzati.Il commento di Davide Madeddu, Il Sole 24 Ore

Wie Alphabet of Google zegt, denkt meteen aan één ding: de zoekmachine. Maar van dat imago neemt Google afscheid. Het verbaast analist én belegger met de inkomsten die het uit de cloud haalt. Het is de snelst groeiende tak, die ook een steeds groter deel van de winst uit gaat maken. Maar kan het de concurrentie met Amazon en Microsoft ook aan? Dat hoor je in deze aflevering. En dan hebben we het ook over AMD. Dat voldoet aan de verwachtingen van analisten, maar toch krijgt het aandeel klappen. AMD wil namelijk maar al te graag de productie opschalen, om aan de vraag naar AI-chips te voldoen. Maar die productie wordt uitgevoerd door TSMC, en die kan die vraag niet bijbenen. Of wíl het die vraag niet bijbenen? De Volkswagen-topman heeft nu cijfers om te bewijzen dat hij met het kapmes door z'n personeelsbestand heen moet. De hele autogroep lijdt onder de stroeve automarkt, maar het merk Volkswagen staat er het allerslechtst voor. Op de gemiddelde auto wordt daar nog maar een marge van 2 procent gemaakt. En je krijgt een lesje chipmachinemakers van onze gast, Jordy Beuving. Want omdat beleggers niet goed weten wat het verschil tussen ASM International, ASML en Besi is, lopen ze bakken met geld mis.See omnystudio.com/listener for privacy information.

Advanced Micro Devices Chair, President, & CEO Lisa Su discusses rob taxis, AI, new products, new microchips and where they go next.  Su spoke with Bloomberg's Ed Ludlow. See omnystudio.com/listener for privacy information.

Nvidia, Meta Platforms and Advanced Micro Devices all gained more than 2 percent, Disney reported an earnings and revenue beat but its U.S. theme parks business was weighed down by lower consumer demand and inflation, Uber profits as consumers' gig economy habits prove sticky

Nvidia, Meta Platforms and Advanced Micro Devices all gained more than 2 percent, Disney reported an earnings and revenue beat but its U.S. theme parks business was weighed down by lower consumer demand and inflation, Uber profits as consumers' gig economy habits prove stickySee omnystudio.com/listener for privacy information.

The rotation out of tech, especially chips, continued ahead of earnings from Microsoft and Advanced Micro Devices. The BoJ and Fed meetings loom, also raising uncertainty levels.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

MRKT Matrix - Monday, June 10th S&P 500 and Nasdaq close at fresh records, clinch first winning day in three as Fed decision approaches (CNBC) Stocks making the biggest moves midday: Southwest Airlines, GameStop, Advanced Micro Devices and more (CNBC) JPMorgan Warns of a Shock to Stock Market's Calm From CPI, Fed (Bloomberg) Apple Debuts Long-Awaited AI Tools, Including ChatGPT Tie-Up (Bloomberg) OpenAI Hires Sarah Friar as CFO, Kevin Weil as Chief Product Officer (The Information) Nvidia could one day be an unprecedented 15% of the S&P 500, predicts Evercore ISI (CNBC) ‘AI bar remains high' for AMD, says Morgan Stanley as it slashes rating (MarketWatch) Elliott Takes Big Stake in Southwest Airlines (WSJ) FDA advisers say Eli Lilly's Alzheimer's treatment is effective (CNBC) Office Building Losses Start to Pile Up, and More Pain Is Expected (NYTimes) The Unlikely New Real-Estate Darling: Restaurants (WSJ) Gas prices see ‘ultra-rare' drop to start summer (MarketWatch) Meta Gets Supreme Court Review on Investor Data-Harvesting Suit (Bloomberg) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Plus, Advanced Micro Devices unveils its latest AI chips. And Spotify plans to raise prices. Zoe Thomas hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices