Podcasts about Advanced Micro Devices

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

Singapore shares started trading in positive territory today. In early trade, the Straits Times Index (STI) was up 0.2 per cent at 3,829.69 points after 24.9 million securities changed hands in the broader market. In terms of counters to watch, we have Keppel, after the firm recorded a profit of S$528 million from its continuing operations for the second half ended Dec 31. Elsewhere, from the US Postal Service suspending inbound parcels from China and Hong Kong, to disappointing reports from Google parent Alphabet and Advanced Micro Devices, more international and corporate headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management.See omnystudio.com/listener for privacy information.

'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

En Estados Unidos, suben los rendimientos de los bonos y hay ligeras caídas para índices principales. Destaca en positivo Russell2000 de pequeñas capitalizaciones. Hay megacaps protagonistas. Tesla supera los 400 dólares por primera vez desde enero de 2022. Deutsche Bank ha mejorado precio objetivo de 295 a 370 dólares . Las acciones de Nvidia caen porque el regulador del mercado chino abre una investigación sobre la empresa por presunta violación de la ley antimonopolio del país. Y los títulos de Advanced Micro Devices caen un 4%, hasta su nivel más bajo en 3 meses. BofA rebaja a "neutral" desde "comprar" y recorta su valoración a 155 dólares desde 180 dólares. En Europa destacan las subidas en Francia. Más del 1% el Cac40. Kering, LVMH y SG son los mejores valores. Ayuda al sector lujo las medidas en China. También a mineras y recursos básicos. En Bolsa española, lideran al Ibex en verde Acerinox, ArcelorMittal y Puig. Al frente de los descensos se ponen Colonial, Merlin Properties e Iberdrola. Esta hora tenemos análisis con Blackbird.

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

Marc Ribes, cofundador y CEO de Blackbird Bank, analiza los títulos de Tesla, Zalando, Capri, Advanced Micro Devices, Zoom o la banca del Ibex 35.

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.

AMD wil met een overname ter waarde van bijna vijf miljard dollar een slag slaan in de strijd tegen Nvidia. Joe van Burik vertelt erover in deze Tech Update. AMD, oftewel Advanced Micro Devices, wil voor omgerekend 4,4 miljard euro ZT Systems overnemen, dat zich specialiseert in dataclusters voor bedrijven. Dat betekent dat bedrijven die AI-systemen ontwikkelen en uitrollen, dat zo sneller kunnen doen. ZT is geen bekend bedrijf, maar is al vijftien jaar actief en draait jaarlijks 10 miljard dollar omzet. ZT Systems levert trouwens ook cloud-computer-systemen die zich niet beperken tot AI, maar daar wil AMD na deze overname eigenlijk van af, meldt Reuters. Als die divisie wordt afgestoten, gaat daarmee ook het gros van het personeel weg. Er blijven dan maar duizend van de 2.500 mensen bij ZT Systems over. Verder in deze Tech Update: Supermarktketen Boni heeft te kampen met een cyberaanval, waarbij 16 GB aan financiële gegevens, persoonsgegevens en interne bedrijfsbestanden gestolen zouden zijn OpenAI heeft laten weten dat de gesloten betatest van SearchGPT vol zit, daar nemen nu tienduizend mensen aan deel 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.

Week 31 will be a week where more than 170 companies present their quarter results, included big companies like Microsoft, Meta, Boeing, Apple, Pfizer, Starbucks, McDonald and Advanced Micro Devices to mention some. In last week's podcast we mentioned a highly volatile market with the chance of red days with more than 3% fall and the possible good bet on a short in Alphabet (Google). This week will be yet a bumpy ride where the good day traders have the chance to net some real solid profits. This and much more in this week's "Trading Tips With Jim". Tune in!

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

  Data Centers + AI Growth Requires More Energy, is Nuclear an Option?   AZ TRT S05 EP20 (235) 5-19-2024    What We Learned This Week: Data Centers use lots of Energy with demand growing 15% per year AI Models are large software files, and this leads to more data Alternative Ideas like Clean Energy, smaller Data Centers, & Cooling Nuclear SMR (Small Modular Reactor) may be the Future of Energy Stock Investment Ideas - How can you Make Money $ off the increase of Data Centers?     Notes:   Seg. 1 Clips about AI from: Software Delivered AI w/ Brian Stevens of Neural Magic AZ TRT S05 EP08 (223) 2-25-2024  What We Learned This Week Neural Magic Deepsparse software helps B2B Clients incorporate AI into their tech stack Large Language Learning Models of AI can be costly & require massive computing power Their clients now control their AI Model Opensource AI Foundation Models for training AI uses a Recommendation Model         Guest: Brian Stevens Chief Executive Officer of Neural Magic   Brian Stevens is chief executive officer of Neural Magic. A tech veteran with more than 30 years of experience, Brian has a rich history of building/advising high-impact companies and driving disruptions that transform the industry.   NEURAL MAGIC   https://neuralmagic.com/     About: Neural Magic is an AI company, born out of the Massachusetts Institute of Technology (MIT), on a mission to help customers innovate with machine learning, without added complexity or cost. While pursuing research at MIT, founders Nir Shavit and Alexander Matveev launched Neural Magic, a software-delivered AI solution, to address their frustration with the constraints of GPUs and existing hardware.   Full Show: Here     Clips about Data Centers and Energy from:   The New Modular Data Center by Redivider w/ Tom Frazier BRT S04 EP31 (194) 8-6-2023   What We Learned This Week · Redivider Data centers are smaller modular size like a shipping container vs a standard data center which could be a huge warehouse The new data centers are mobile, eco friendly, carbon neutral, plus allow for both scale & cost savings ·Technology will be used to help the growth of the smart city or cloud and edge computing services · The growing use of AI programs like ChatGPT impacts the water supply as the needed cooling for data centers is massive, and not sustainable long term ·Re-divider: Focus on The Three P's, People, Planet, Profit   Guest: Tom Frazier - Co-Founder & CEO Tom Frazier, the co-founder and CEO of Redivider, boasts an impressive 25-year career, driving transformational and disruptive initiatives in future tech, B2B, and public sectors. Committed to prioritizing people, planet, and profits, Tom is devoted to spearheading innovation in the digital economy. https://www.linkedin.com/in/tomfrazier/      Meet Redivider and Tom Frazier     https://www.redivider.co/products/data-centers    Leading with People, Planet and Profits , Tom Frazier and Eric Appelblom are flipping the traditional enterprise data center on its head with hydrogen powered data centers—reducing carbon foot print and increasing jobs.  The companies advisory team is a shows who in environmental and ESG.     Full Show: HERE     Seg. 2 https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html AI is poised to drive 160% increase in data center power demand On average, a ChatGPT query needs nearly 10 times as much electricity to process as a Google search. In that difference lies a coming sea change in how the US, Europe, and the world at large will consume power — and how much that will cost.  For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted. Now, as the pace of efficiency gains in electricity use slows and the AI revolution gathers steam, Goldman Sachs Research estimates that data center power demand will grow 160% by 2030. At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn't been seen in a generation. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030.   Goldman Sachs research on AI and power needs https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf   https://www.goldmansachs.com/intelligence/pages/gs-research/ai-data-centers-global-power-surge-and-sustainability-impact/report.pdf   https://www.goldmansachs.com/intelligence/pages/AI-poised-to-drive-160-increase-in-power-demand.html     https://futurism.com/the-byte/ai-data-centers-power-built-in-nuclear-reactors AI DATA CENTERS NEED SO MUCH POWER THEY MAY NEED BUILT-IN NUCLEAR REACTORS "DATA CENTRES ARE POWER HUNGRY THINGS, BUT WITH AI WE'RE MOVING INTO A NEW LEVEL OF POWER REQUIREMENTS."   Nuclear Option It's no secret that keeping an AI data center running requires an immense amount of power. To meet those skyrocketing energy demands, experts are now looking for alternative sources, the BBC reports — including small nuclear reactors that could power individual data centers. "Our industry has to find another source of power," Digital Realty CTO Chris Sharp told the broadcaster. Small and Modular For years, scientists have been developing small modular reactors (SMR), which are scaled-down power plants that can provide power in situ and thereby dramatically reduce companies' dependence on the grid. Despite an entire burgeoning industry dedicated to their realization, there still aren't any commercial ones in operation anywhere in the world, as the BBC notes. It's an intriguing idea that has inspired some of the biggest players in the AI field to invest in the idea. Job listings last year suggested Microsoft was looking to roll out its own plan for SMRs, with the goal of eventually using them to power its AI data centers. Even OpenAI CEO Sam Altman has invested in a nuclear startup called Oklo, which is working on self-regulating SMRs. (Altman has also suggested that AI is so power hungry that it'll require a breakthrough energy source.) "Data centres are power hungry things, but with AI we're moving into a new level of power requirements," director at the Centre for Nuclear Engineering at Imperial College London Michael Bluck told the BBC. But it'll likely be a while before companies start producing SMRs at scale to meet those requirements. "There are about 50 SMR designs out there," Bluck added. "The challenge is to build them in repeatable units, factory style, standardizing production lines." One big hurdle to still overcome is regulation. After all, nuclear energy comes with some obvious risks. The US Nuclear Regulatory Commission has been "engaged in varying degrees of pre-application activities with several SMR designers over the past several years," per its official website. In 2020, the commission approved the first SMR design, developed by an Oregon-based startup called NuScale Power. However, despite clear momentum behind the idea, it's unclear if SMRs will end up being the answer to our rapidly rising energy needs. Companies are desperately looking for ways to scale up operations now — and not years from now. More on SMRs: Microsoft Needs So Much Power to Train AI That It's Considering Small Nuclear Reactors   https://www.iaea.org/newscenter/news/what-are-small-modular-reactors-smrs Small modular reactors (SMRs) are advanced nuclear reactors that have a power capacity of up to 300 MW(e) per unit, which is about one-third of the generating capacity of traditional nuclear power reactors. SMRs, which can produce a large amount of low-carbon electricity, are: Small – physically a fraction of the size of a conventional nuclear power reactor. Modular – making it possible for systems and components to be factory-assembled and transported as a unit to a location for installation. Reactors – harnessing nuclear fission to generate heat to produce energy.       https://www.nbcnews.com/tech/tech-news/nuclear-power-oklo-sam-altman-ai-energy-rcna139094 The AI industry is pushing a nuclear power revival — partly to fuel itself A nuclear startup backed by OpenAI chief Sam Altman wants to power data centers and homes alike. It's racing against surging demand while working to satisfy regulators.   Excerpt: Oklo is one of the nuclear startups backed by Sam Altman, the CEO of OpenAI who has described AI and cheap, green energy as mutually reinforcing essentials to achieving a future marked by “abundance.” “Fundamentally today in the world, the two limiting commodities you see everywhere are intelligence, which we're trying to work on with AI, and energy,” he told CNBC in 2021 after investing $375 million in Helion Energy, a nuclear fusion startup that Altman chairs. Microsoft last year agreed to buy power from Helion starting in 2028. Oklo, which Altman also chairs, is focused on the opposite reaction, fission, which generates energy by splitting an atom; fusion does so by merging atomic nuclei. Representatives for Altman, through his special acquisition company AltC, didn't respond to a request for comment. In rural southeastern Idaho, Oklo is working to build a small-scale nuclear powerhouse that could fuel data centers like the ones OpenAI and its competitors need. But the company also wants to supply mixed-use communities and industrial facilities, and is already contracted to build two commercial plants in southern Ohio.   Stocks to Review:   https://www.techopedia.com/investing/best-data-center-stocks Best Data Center Stocks to Buy in 2024 Here's a quick overview of the best data center stocks available today: Equinix: The US-based, large-cap data center real estate investment trust (REIT) rents out server space and provides  fast direct internet connections. It operates 260 data centers in 33 countries on five continents.  Prologis: The REIT specializes in leasing to logistics companies. It plans to spend more than $25 billion to branch out into building and leasing data centers. It owns 5,613 buildings covering 1.2 billion square feet. Vertiv: The US company provides power, cooling and IT infrastructure and services to data centers. It sells equipment such as embedded computing systems, static transfer switches and data center racks. Eaton Corporation: The Irish company provides power management, electrical components and systems to data centers, as well as to utility, machine building, aerospace, and mobility markets. Digital Realty Trust: The real estate investment trust (REIT) has a big footprint globally, with 300 data centers across 25 countries. It offers data center and colocation services. Oracle Corporation: Its products and platforms are helping drive demand for more data center space. In addition, Oracle said it plans to spend around $10 billion in 2025 on data center expansion. Iron Mountain: The US large-cap REIT specializes in leasing out data center space and secure storage. It owns 21 data centers in North America, Europe and Asia. It serves 225,000 customers. Arista Networks: It delivers cloud-to-cloud networking for large data centers, campus and routing environments, and has more than 8,000 cloud customers worldwide. Its revenue has grown for 15 quarters. American Tower: The REIT, known for owning and leasing cell and communications towers, has expanded into data centers and cloud computing over the past four years after buying CoreSite. Snowflake: The company is a cloud-based data platform that uses the infrastructure of large cloud providers to run its services. Its platform allows companies to securely share data among users.       https://www.cnbc.com/2024/05/21/cramer-looks-at-why-enterprise-and-data-tech-companies-are-winning.html Cramer looks at why enterprise and data tech companies are winning: ‘Follow the money'   ·                     As consumers tighten spending, CNBC's Jim Cramer told investors to focus on companies that deal with data and have primarily enterprise customers. ·                     “Right now, you have to follow the money, and it's currently flowing to businesses that cater to other businesses and the ones that need to interrogate the data,” he said. “The rest? Not much there.” ·                     Cramer said the biggest names in tech are part of this data surge, including Amazon, Alphabet, Microsoft, Meta and Apple.     https://www.fool.com/investing/2024/05/20/forget-nvidia-jim-cramer-says-this-company-could-b/ Forget Nvidia: Jim Cramer Says This Company Could Be About to Cash In on Artificial Intelligence (AI) Data Centers By Adam Spatacco – May 20, 2024 at 8:21AM KEY POINTS ·         Data center services are dominated by tech giants including Nvidia, Advanced Micro Devices, and Vertiv. ·         Energy companies are a tangential beneficiary of the rising demand in data centers. ·         Constellation Energy represents a compelling opportunity, given the company's capabilities with nuclear power and its relationships with big tech. Stock – CEG / Constellation Energy – deals in natural Gas and Nuclear Energy   Utility Stocks of note for Energy: EQT Corp., Southern Co, PNW Pinnacle West Cap, WEC Energy, Bloom Energy   Clean Energy Stock: First Solar   Tech Stocks of note for AI & Data Centers: Google, Amazon, Nvida, Oracle, Microsoft     Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.    

This week I'm reading from Robert Powell's book 'UFOs: A Scientist Explains What We Know (And Don't Know)'.Robert Powell, a founding Board member of the Scientific Coalition for UAP Studies, has studied the UFO subject for 17 years. His work is encapsulated in UFOs: A Scientist Explains What We Know (And Don't Know) which provides a scientific rationale for the reality of non-terrestrial craft that are intelligently controlled.Powell begins his book by familiarizing the reader with the history of UFOs and he identifies the more enigmatic and interesting UFO sightings. He examines the characteristics of these sightings that argue against a prosaic explanation: extreme acceleration, electromagnetic interference, bending light, no obvious propulsion mechanisms, and a lack of interaction with the atmosphere. Powell discusses the recent events that have caused our government to change the term from UFO to UAP. Included is information never before released indicating the government possesses not just two videos but five videos from 2015 of UFOs operating in the vicinity of the USS Roosevelt nuclear aircraft carrier.Powell's later chapters in the book discuss the extraterrestrial hypothesis considering the thousands of exoplanets that have been discovered in the last twenty years. Powell challenges the reader to consider all the implications that must be considered if intelligent life discovers us first. He looks at how we as individuals and as a society react to UFOs. He documents actions taken by our military that include instances when we have fired on UFOs.Powell argues that it is time for a change in the study of UFOs. The phenomenon has been with us for 75 years and we have learned very little as the decades have passed. The author makes the case for what needs to be done going forward. The solution he proposes will require a paradigm shift in our thinking and his book provides the information needed to understand that paradigm shift.BioRobert Powell was born in La Rochelle, France in 1953 and moved to the U.S. when he was 3 years old. He has a BS in Chemistry and is a former collegiate debater. He has 28 years experience in engineering management in the semiconductor industry. He helped Advanced Micro Devices develop its first flash memory technology that is used in today's flash cards for cameras, PCs, video cameras, and other products. His experience includes managing a state-of-the-art chemistry laboratory and managing a Research and Development group that worked on nanotechnology using atomic force microscopes, near-field optical microscopy, and other techniques. Robert is also a co-holder of four patents related to nanotechnology.Robert Powell was the Director of Research at the Mutual UFO Network (MUFON) from 2007-2017 and also founded MUFON's Science Review Board. Currently he is on the Board of the Scientific Coalition for the study of UAPs. He is also a member of the Society for Scientific Exploration, the UFODATA project, and the National Space Society. He enjoys researching, writing and making presentations related to the UFO phenomenon. Robert currently resides in Austin, Texas.Amazon link https://tinyurl.com/55t7zamnhttps://www.explorescu.org/https://www.pastliveshypnosis.co.uk/https://www.patreon.com/alienufopodcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/alien-ufo-podcast--5270801/support.

This week I'm talking to Robert Powell about his book 'UFOs: A Scientist Explains What We Know (And Don't Know)'.Robert Powell, a founding Board member of the Scientific Coalition for UAP Studies, has studied the UFO subject for 17 years. His work is encapsulated in UFOs: A Scientist Explains What We Know (And Don't Know) which provides a scientific rationale for the reality of non-terrestrial craft that are intelligently controlled.Powell begins his book by familiarizing the reader with the history of UFOs and he identifies the more enigmatic and interesting UFO sightings. He examines the characteristics of these sightings that argue against a prosaic explanation: extreme acceleration, electromagnetic interference, bending light, no obvious propulsion mechanisms, and a lack of interaction with the atmosphere. Powell discusses the recent events that have caused our government to change the term from UFO to UAP. Included is information never before released indicating the government possesses not just two videos but five videos from 2015 of UFOs operating in the vicinity of the USS Roosevelt nuclear aircraft carrier.Powell's later chapters in the book discuss the extraterrestrial hypothesis considering the thousands of exoplanets that have been discovered in the last twenty years. Powell challenges the reader to consider all the implications that must be considered if intelligent life discovers us first. He looks at how we as individuals and as a society react to UFOs. He documents actions taken by our military that include instances when we have fired on UFOs.Powell argues that it is time for a change in the study of UFOs. The phenomenon has been with us for 75 years and we have learned very little as the decades have passed. The author makes the case for what needs to be done going forward. The solution he proposes will require a paradigm shift in our thinking and his book provides the information needed to understand that paradigm shift.BioRobert Powell was born in La Rochelle, France in 1953 and moved to the U.S. when he was 3 years old. He has a BS in Chemistry and is a former collegiate debater. He has 28 years experience in engineering management in the semiconductor industry. He helped Advanced Micro Devices develop its first flash memory technology that is used in today's flash cards for cameras, PCs, video cameras, and other products. His experience includes managing a state-of-the-art chemistry laboratory and managing a Research and Development group that worked on nanotechnology using atomic force microscopes, near-field optical microscopy, and other techniques. Robert is also a co-holder of four patents related to nanotechnology.Robert Powell was the Director of Research at the Mutual UFO Network (MUFON) from 2007-2017 and also founded MUFON's Science Review Board. Currently he is on the Board of the Scientific Coalition for the study of UAPs. He is also a member of the Society for Scientific Exploration, the UFODATA project, and the National Space Society. He enjoys researching, writing and making presentations related to the UFO phenomenon. Robert currently resides in Austin, Texas.Amazon link https://tinyurl.com/55t7zamnhttps://www.explorescu.org/https://www.pastliveshypnosis.co.uk/https://www.patreon.com/alienufopodcastBecome a supporter of this podcast: https://www.spreaker.com/podcast/alien-ufo-podcast--5270801/support.

S&P Futures are flat and rather non directional this morning. Markets will be paying attention to comments from Fed speaker and key corporate developments today. Fed Gov Waller typically creates market volatility when he speaks. In company news, Microsoft will offer cloud-computing customers the option of using AI chips from Advanced Micro Devices instead of Nvidia AI processors. RDDT announced a deal with Open AI and last night's earnings action was underwhelming. China announced its long await stimulus package to help shore up its property markets. In Europe, markets are showing weakness due to monetary comments from ECB officials on the path of interest rates. Oil prices are weakening this morning due to forward demand concerns.

Best Ethical, ESG Stocks, for 2024. Covers stocks from AI, to tech, to healthcare, renewable energy, healthcare, and many more.   By Ron Robins, MBA Transcript & Links, Episode 129, May 3, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 129 titled “Best Ethical, ESG Stocks, for 2024.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 6 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Best Ethical, ESG Stocks, for 2024 I'm starting this episode with this article, 13 Best Ethical Companies to Invest in 2024. It's by Ramish Cheema at Insider Monkey and appeared on finance.yahoo.com. Here are some quotes from Mr. Cheema from his article. “We ranked the top 30 most valuable holdings of the Vanguard ESG U.S. Stock ETF (ESGV) by the number of hedge funds that had bought the shares during the fourth quarter of 2023 and picked the top stocks… Hedge funds' top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here). 13. Adobe Inc. (NASDAQ:ADBE) Hedge Fund Shareholders: 105 Its Photoshop software is one of the best known image editing software in the world, and in April 2024, Adobe shared that it will add artificial intelligence features to Photoshop later this year. 12. Thermo Fisher Scientific Inc. (NYSE:TMO) Hedge Fund Shareholders: 111 Thermo Fisher Scientific is one of the biggest medical instruments and devices companies in the world. The shares are rated Buy on average. 11. UnitedHealth Group Incorporated (NYSE:UNH) Hedge Fund Shareholders: 113 UnitedHealth Group is the largest healthcare benefits provider and plan manager in the U.S. 2024 has been quite a controversial year for the firm after it was targeted through a cyber attack earlier this year that disrupted healthcare services across America. 10. Advanced Micro Devices, Inc. (NASDAQ:AMD) Hedge Fund Shareholders: 120 Advanced Micro Devices is an American semiconductor designer that makes and sells CPUs, GPUs, and other silicon products… Wall Street appears to be quite optimistic about the firm's future prospects, as it has rated the shares Strong Buy. 9. Salesforce, Inc. (NYSE:CRM) Hedge Fund Shareholders: 131 Salesforce is an American enterprise software company that enables firms to manage their customer relationships… the shares are up after reports indicate that Salesforce is no longer pursuing a multi billion dollar acquisition to grow its business operations. 8. Apple Inc. (NASDAQ:AAPL) Hedge Fund Shareholders: 131 April 2024 hasn't been a great month for the firm, as not only have its shares proved to be lackluster in gains, but multiple reports share that consumer interest in the Apple Vision Pro headset is declining. 7. Mastercard Incorporated (NYSE:MA) Hedge Fund Shareholders: 141 Mastercard is a financial technology firm that acts as a gateway between merchants and consumers. It's… rated (a) Strong Buy on average. 6. Visa Inc. (NYSE:V) Hedge Fund Shareholders: 162 Visa Inc. is another payment gateway platform and services provider. Like Mastercard, it was also at the center of a bullish analyst note from Morgan Stanley in April 2024 that indicated that Visa Inc. was benefiting from the surge in global travel. 5. NVIDIA Corporation (NASDAQ:NVDA) Hedge Fund Shareholders: 173 NVIDIA Corporation is Wall Street's artificial intelligence darling. Its shares are up by 198% over the past year… 4. Alphabet Inc. (NASDAQ:GOOGL) Hedge Fund Shareholders: 214 Alphabet Inc. is one of the biggest technology companies in the world. The firm was out with an announcement worthy of its size in April 2024 when it announced that it would invest $640 million to set up a new data center in The Netherlands. 3. Meta Platforms, Inc. (NASDAQ:META) Hedge Fund Shareholders: 242 Meta Platforms, Inc. is the biggest social media and communications company in the world. Its CEO Mark Zuckerberg appeared to have thrown a curve ball in the AI market in April 2024 when Meta Platforms announced its Llama 3 model which it claims is one of the most powerful open source AI platforms in the world. 2. Amazon.com, Inc. (NASDAQ:AMZN) Hedge Fund Shareholders: 293 Amazon.com is one of the biggest eCommerce retailers in the world. Like other mega cap stocks, it is also focusing heavily on AI, and announced plans in April through which its AWS business division seeks to host other businesses' AI models. 1. Microsoft Corporation (NASDAQ:MSFT) Hedge Fund Shareholders: 302 Microsoft is a global consumer software and enterprise computing giant. The firm scored a big win in April 2024 when beverages giant Coca Cola signed a $1.1 billion deal with it to use Microsoft's AI and cloud computing platforms.” End quotes. ------------------------------------------------------------- 2) Best Ethical, ESG Stocks, for 2024 This next article comes from investorplace.com, a site with a prolific output of articles related to renewable energy. This new article is titled The Power of the Sun: 3 Solar Energy Stocks Primed for 5X Gains. It's by Faizan Farooque. Now some quotes from Mr. Farooque. “1. Array Technologies (NASDAQ:ARRY) has surpassed Wall Street projections four times… Despite tremendous success, Array stock is down 31% in 2024 due to lower-than-expected annual expectations. The company's reduction of its annual prediction has lowered the stock's price, making it ideal for investors looking for inexpensive solar stocks. Analysts predict a 68% upside. 2. Canadian Solar (NASDAQ:CSIQ) The company has missed profit expectations seven times in a row, with the most recent miss being 350%. All it can do is focus on its business and grow. To do this, Canadian Solar is constructing a 5GW solar cell factory in Jeffersonville, Indiana, at a cost of $800 million… Investors will hope the expansion into China and the new $800 million plant will help realize the stock's 84% upside potential. 3. First Solar's (NASDAQ:FSLR) path forward will depend on its aggressive expansion in the solar business. It's spending $1.2 billion to expand its U.S. manufacturing capabilities… First Solar also paid $38 million to buy the Swedish perovskite expert Evolar. It is hoped that this buy will speed up the creation of very efficient tandem photovoltaic (PV) technology… The potential upside of over 22% reflects this narrative, placing it highly among solar stocks.” End quotes. ------------------------------------------------------------- 3) Best Ethical, ESG Stocks, for 2024 This third article comes by way of a new website to me, techopedia.com. The article is titled Best ESG Stocks to Invest in 2024 and it's by Jim Halley. Now some brief comments by Mr. Halley on each company. “1. ASML Holding (NASDAQ: ASML) The Dutch company has a monopoly on EUV lithography machines that are used to imprint patterns on silicon chips. 2. Microsoft (NASDAQ: MSFT) The tech company hasn't let its profit goals get in the way of ESG progress and has invested heavily in renewable energy. It has set ambitious goals for reducing water use and to be carbon neutral. 3. Hermes International (OTC: HESAF) The luxury goods retailer sells longer-lasting goods to protect the environment and has a science-based target to lower greenhouse gas emissions in its supply chain and operations. 4. Fortinet (NASDAQ: FTNT) The cybersecurity company has lowered its carbon footprint, avoiding 455 tons of CO2 emissions by using eco-friendly packaging. It also uses 100% renewable energy in 80% of its owned sites. 5. Check Point Software Technologies (NASDAQ: CHKP) The Israeli company focuses on cybersecurity services. It said it's looking to be carbon neutral by 2040. It also focuses on charitable work and gender equality. 6. Colgate-Palmolive (NYSE: CL) Founded in 1806, it's one of the oldest companies in the US stock market. It has a diverse workforce, with 42% of its senior managers and directors being minorities (Black, Asian or Latino). 7. Adobe (NASDAQ: ADBE) The software company gets high sustainability scores by using renewable energy sources and reducing waste. It also has several diversity and inclusion initiatives.  8. Brookfield Renewable Partners (NYSE: BEP) It develops and operates renewable power and sustainable assets, including hydroelectric, wind, utility-scale solar power. It pays an above-average dividend.  9. Constellation Energy (NASDAQ: CEG) The electrical power and natural gas management services provider has the US's largest carbon-free nuclear presence after investing in the South Texas Project Electric Generating Station.  10. Applied Materials (NASDAQ: AMAT) The world's No. 1 semiconductor wafer fabrication equipment maker gets high ESG scores because it uses 100% renewable energy – wind and solar power – in the US, and 70% globally.” End quotes ------------------------------------------------------------- 4) Best Ethical, ESG Stocks, for 2024 The fourth article is another one from the investorplace.com site titled 7 Alternative Energy Stocks to Buy on the Fossil Fuel Fallout. It's by Josh Enomoto. Here are some quotes from Mr. Enomoto on each of his picks. “1. NextEra Energy (NYSE:NEE) generates, transmits, distributes and sells electric power to retail and wholesale customers in North America. Per its public profile, the company generates electricity through wind, solar, nuclear, natural gas and other clean energy... It's one of the alternative energy stocks to keep on your radar. 2. Cameco (NYSE:CCJ) provides uranium for electricity generation. It operates through multiple segments, with its mainline uranium unit involved in the exploration for, mining, milling, purchase and sale of uranium concentrate. It also features a fuel unit that engages in the refining and fabrication of the commodity… It's an unignorable component of alternative energy stocks to buy. 3. Ormat Technologies (NYSE:ORA) (Is engaged in geothermal energy production.) Geothermal is exactly what it sounds like — extracting energy from the earth's core. It's sustainable, renewable and doesn't involve building ugly wind turbines that could impact wildlife. Notably, the company is a strong financial performer. Last fiscal year, it posted an average positive earnings surprise of 22.58%. 4. First Solar (NASDAQ:FSLR) provides photovoltaic (PV) solar energy solutions in the United States, France, Japan, Chile and internationally. Per its public profile, the company manufactures and sells PV solar modules with a thin film semiconductor technology that provides a lower-carbon alternative to conventional crystalline silicon PV solar modules… It's still risky but it could be a compelling wager for alternative energy stocks. 5. Clearway Energy (NYSE:CWEN) Per its corporate profile, Clearway has approximately 6,000 net megawatts (MW) of installed wind, solar and energy generation projects. It also features approximately 2,500 net MW of natural gas-fired generation facilities… The most optimistic analyst believes that Clearway Energy has… over 62% upside potential. 6. Brookfield Renewable (NYSE:BEPC) owns and operates a portfolio of renewable power and sustainable solution assets primarily in the U.S., Europe, Colombia and Brazil. According to its corporate profile, Brookfield operates hydroelectric, wind, solar and distributed energy and sustainable solutions with an installed capacity of approximately 19,161 MW… Shares feature a moderate buy consensus view. 7. Clean Energy Fuels (NASDAQ:CLNE) provides natural gas as alternative fuels for vehicle fleets and related fueling solutions in the U.S. and Canada… Clean Energy Fuels ranks as the highest-risk, highest-reward prospect on this list of alternative energy stocks. Analysts rate shares a consensus strong buy… projecting over 215% upside potential.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order 1. Title: Qualcomm a Top Socially Responsible Dividend Stock With 2.1% Yield (QCOM) on nasdaq.com. By BNK Invest. 2. Title: This ESG ETF Is Bucking the Trend on etftrends.com. By Nick Peters-Golden. 3. Title: 10 Best Brokers For ESG Investing in 2024 on benzinga.com. By Sam Boughedda. 4. Title: Invest in the Planet: 3 Sustainable Stocks for Earth Day 2024 on investorplace.com. By Andrea van Schalkwyk. 5. Title: 3 Renewable-Focused ETFs Just Hit 3-Year Lows. Are They Worth Buying Now? On fool.com. By Daniel Foelber. 6. Title: 7 stock picks for ESG-conscious investors on equities.com. By Faizan Farooque. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Best Ethical, ESG Stocks, for 2024.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on May 17th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

APAC stocks were mostly higher but with gains capped heading into month-end alongside a slew of data and earnings.Official Chinese NBS Manufacturing and Caixin Manufacturing PMIs topped forecasts but Non-Manufacturing PMI disappointed.European equity futures indicate a flat open with the Euro Stoxx 50 future unchanged after the cash market closed down 0.5% on Monday.DXY is a touch firmer in an attempt to unwind recent losses, USD/JPY tested 157 to the upside, EUR/USD is holding above 1.07.Looking ahead, highlights include French CPI, GDP, German Unemployment Rate, Import Prices, Retail Sales, Spanish GDP, Italian GDP, CPI, EZ CPI, GDP, US Employment Cost Index, Chicago PMI, Consumer Confidence, RBNZ FSR, Supply from UK, Germany & Netherlands.Earnings from Logitech, Lufthansa, Adidas, Mercedes, Volkswagen, Stellantis, UniCredit, Amazon, McDonald's, Advanced Micro Devices, Eli Lilly, Mondelez, Air Products and Chemicals, Coca-Cola, 3M, PayPal, Marathon & Starbucks.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed, though have tilted lower as the session progressed; US equity futures modestly softerDXY is flat, EUR benefits from strong EZ GDP metrics, USD/JPY firmer and just shy of 157.00Bonds are lower, dragged down by French/German and finally EZ figuresCrude is incrementally firmer as Gaza peace talks continue, XAU at session lows and base metals in the redLooking ahead, US Employment Cost Index, Chicago PMI, Consumer Confidence, RBNZ FSR. Earnings from Amazon, McDonald's, Advanced Micro Devices, Eli Lilly, Mondelez, Air Products and Chemicals, Coca-Cola, 3M, PayPal, Marathon & Starbucks.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, we talk about Investing in uncertain times. Shell's stock nears an all-time high, prompting discussions about the competitiveness of European oil and gas companies against their U.S. counterparts. Medical Properties Trust sells healthcare facilities in the U.S. while increasing its dividend. Meanwhile, tensions between Israel and Iran raise concerns about inflation. We explore Derek's reflections on navigating the Covid Crash and his strategies for managing risk and evaluating stocks. Christian Ilmberger brings up the shift in the fear-greed index and its potential impact on market trends. Here's a list of companies mentioned along with any relevant tickers: 1. Shell - Ticker: SHL 2. Medical Properties Trust - Ticker: MPW 3. The Procter & Gamble Company - Ticker: PG 4. Agree Realty Corporation - Ticker: ADC 5. Zoetis - Ticker: ZTS 6. Starbucks - Ticker: SBUX 7. Greggs - Private company, not publicly traded 8. HSY (Hershey Company) - Ticker: HSY 9. NKE (Nike, Inc.) - Ticker: NKE 10. VICI Properties Inc. - Ticker: VICI 11. Nvidia Corporation - Ticker: NVDA 12. Crowdstrike Holdings, Inc. - Ticker: CRWD 13. Advanced Micro Devices, Inc. - Ticker: AMD 14. Marks & Spencer (M&S) - Private company, not publicly traded 15. Sainsbury's - Private company, not publicly traded 16. Global Water Resources - Ticker: GWRS 17. Universal Music Group - Ticker: UMG.AS (listed in Amsterdam)

March CPI The March Consumer Price Index (CPI) report spooked investors and sent the likelihood of a Fed rate cut in June to around 20%, which was a sharp drop from the greater than 50% chance that was priced in before the data was released. The concern came as headline CPI was 3.5% over the last 12 months, which topped the estimate of 3.4% and core CPI rose 3.8% from a year ago, compared with the estimate of 3.7%. Last month the annual rate for headline CPI was 3.2% and for core CPI it was 3.8%. Energy prices were a benefit to headline CPI over the last year or so, but with the recent increase in energy we are beginning to see them not benefit the headline number as much and I soon worry they will cause the headline number to top the core CPI reading. In the March report, energy was up 2.1%, but as we lap the easy comparisons from last year the annual increase could climb substantially which would cause the headline CPI to increase. Shelter continues to be a major weight on the numbers as the index climbed 5.7% compared to last year and accounted for over 60% of the climb in core CPI. Transportation services were also a major negative as they climbed 10.7% compared to last year. I believe this can largely be attributed to rising energy prices. Also, motor vehicle insurance continues to be a major negative as it saw an increase of 22.2% over the last year. While this report wasn't overly positive, I would like to wait and see the PCE release on April 26th before abandoning the idea for a potential of three rate cuts this year.  March PPI The March Producer Price Index (PPI) report looked much more favorable than the CPI. Headline PPI rose 0.2% for the month, less than the 0.3% estimate and core PPI matched the estimate as it also rose 0.2% in the month. On a 12-month basis, PPI rose 2.1% which was the biggest gain since April 2023. While that may sound concerning, the inflation rate is near the Fed's target so I would not say that is problematic. Core PPI rose 2.4% over the last year, which was the highest since September. Like the headline number, I don't believe this is problematic considering the rate is still very reasonable in relation to the Fed's 2% target.  Investing Highs and Lows I love to read information from smart people like Daniel Kahneman, who unfortunately passed away at age 90 on March 27. He was a pioneer in behavioral economics, although he felt he was really a psychologist. If investors would listen to his advice, their returns would probably be much higher and their psychological well-being would be far better when it came to investing. He mentions that people who lost on an investment feel at least twice as much pain as the gains feel pleasant. He also discusses how people do not incorporate all available information and people believe that short streaks in a random process enables them to predict what will come next. Interestingly, he also points out that based on research of asking people if they want to take a risk with an 80% chance of success, most people say yes. However, if you flip-flop that around and ask if they incurred the same risk with a 20% chance of failure, they say no. Obviously the risk is the same, but the psychology is different. I believe this is why many people get into bad investments. Sales people just focus on the positive side and leave the unsuspecting investor to do their own risk analysis.  Semiconductor Industry While the semiconductor industry is likely to continue growing, I do worry about China hurting the growth of US semiconductor companies. Shares of chip companies like Intel and Advanced Micro Devices fell after the Wall Street Journal reported that China is ordering the country's largest telecommunications carriers to cease use of foreign chips. According to the Journal, Chinese officials issued the directive earlier this year for the telecom systems to replace non-Chinese core processors by 2027. China also recently set new guidelines to remove U.S. chips from government computers and servers. The problem here is China still remains a major market for US chip companies as the country accounted for 27% of Intel's revenue in 2023 and AMD generated 15% of sales from China. Data from S&P Global showed that U.S. chip giants Intel, Broadcom, Qualcomm and Marvell Technology all generate more revenue from China compared with the U.S. The relationship with China is definitely worth keeping an eye on if you are investing in semiconductor companies, especially since most of them now trade at lofty valuations. To Reinvest or Not Reinvest Dividends From a retirement planning standpoint, it can be helpful to not reinvest dividends, especially in non-retirement accounts. In a non-retirement account, or a taxable account as they are called, dividends are taxed exactly the same way whether they are reinvested or not. In retirement, the focus shifts from accumulation to building tax-advantaged cashflow. When a dividend is automatically reinvested, it repurchases the same holding it came from. On the other hand if it is paid in cash, it will remain in the account where it can be invested or withdrawn. Therefore, when a dividend is paid in cash and incurs its normal tax, that cash can be accessed without any additional tax consequences. Alternatively, when dividends are automatically reinvested which is still taxable, if cashflow is needed, sells will also need to be made to generate that cash which can result in additional capital gain taxes. In a way, you're getting taxed twice to create the same amount of cashflow. From a tax perspective, if a dividend is produced from a holding that is held for more than 60 days within the 121-day period surrounding the ex-dividend date, it will be considered a qualified dividend and taxed at the lower long-term capital gain rate. That criterion is a little technical but basically it means dividends from long-term holdings are taxed at the lower rate. It is popular to have dividends reinvested but this can force unnecessary taxation in retirement and can limit other planning opportunities like Roth Conversions. Stocks Discussed: BP (BP), Redfin (RDFN) and Highwood Properties (HIW)

US equity futures are indicating a lower open as of 05:00 ET. This follows mostly lower markets in Asia, while European equity markets are softer. Markets are turning defensive, as investors await several key catalysts. China unveiled a 2024 growth target of around 5% and a deficit target of 3%, as expected. Today's economic calendar features ISM services PMI.Companies Mentioned: Viavi Solutions, Spirent Communications, Advanced Micro Devices

Henssler Money Talks – March 2, 2024Season 38, Episode 9This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence reading. Josh and Peter advise a family about the missed opportunities when taking a payout from a 401(k) to pay off student loans. The hosts conclude the show with listeners' questions on rolling 529 Plan funds to a Roth IRA and tech companies Advanced Micro Devices and Symbiotic Inc. Timestamps and Chapters00:00 Market Roundup: Feb. 26 – Mar. 1, 202422:23 Case Study: Using a 401(k) Payout to Pay off Student Loans34:30 Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this video, we'll perform an AMD stock analysis and figure out what Advanced Micro Devices looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for AMD. And answer is Advanced Micro Devices one of the best stocks to buy at the current price? Find out in the video above! Global Value's Advanced Micro Devices (AMD) stock analysis. ⏩ Timestamps ⏩ 00:00 Introduction 01:05 AMD Overview 01:53 AMD vs SPY 02:10 AMD vs Competitors 02:53 AMD's Financial Numbers 08:26 AMD Valuation #1 09:24 AMD Valuation #2 11:11 AMD Valuation #3 11:31 AMD Business Qualities 13:44 AMD Fair Value Price Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! -

Fed Chair Powell gave a rare interview on “60 Minutes” reiterating a slow move towards rate cuts. While the market slumped early, it just refuses to stay down. Many of the leaders are extended but there are still a few that are actionable. Advanced Micro Devices formed a recent three-weeks-tight pattern that's worth watching. JFrog broke out of a flat base today. Expedia is forming a very shallow flat base ahead of its earnings report on Thursday.

Our big interview with Personalis CEO Chris Hall (PSNL) with groundbreaking cancer-detecting genomics. Also Alphabet (GOOG) dragged down by weak search results. Advanced Micro Devices' – life as the number two AI chip maker (AMD). And Qualcomm (QCOM) brings AI to the mobile device – with help from Samsung. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It's business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of Six Five Media and The Futurum Group, a leading global technology advisory, media and research firm. Six Five Media media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Advanced Micro Devices stock failed to meet semiconductor expectations when it came to the MI300X, is this bad news for AI Stocks like Nvidia Stock?A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 545% as of 1/18/2024 and measured against the S&P 500 returns of 138% as of 1/18/2024. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $NVDA $AMD $TSMDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions. 

Advanced Micro Devices's Q4 2023 earnings call, unedited

Chips, halvledere og semiconducturs. Kært barn har mange navne, og i dag finder vi luppen frem og gransker de kære små dimser, der sidder i alt fra din brødrister til din bil. Mikrochips er nemlig over det hele, og de er så essentielle for vores dagligdag, at supermagterne kæmper om, hvem der må producere dem. Meget mere om den kamp og chipsektoren generelt i Millionærklubben sammen med Mads Christiansen, fondsmanager i New Deal Invest og Anders Bæk, tech-fokuseret privatinvestor og fast porteføljeforvalter i Millionærklubben.   Du kan blandt andet høre om ASML, Nvidia, TCM Corporation, Samsung, Broadcom, Advanced Micro Devices og Qualcomm. Vært: Signe TerpSee omnystudio.com/listener for privacy information.

As Chair and CEO of AMD, Lisa Su leads the transformation of the strategy and product execution of one of the fastest growing semiconductor companies in the world. She's the recipient of numerous awards, and a recent appointee to the President's Council of Advisors on Science and Technology. In this episode, she discusses her upbringing as the daughter of a mathematician, her early interest in engineering and figuring out how things work, and why she thinks this is the most exciting time in hardware in recent decades.  Lisa Su | AMD   Kevin Scott   Behind the Tech with Kevin Scott   Discover and listen to other Microsoft podcasts.   

Advanced Micro Devices shares rise 9.9% on positive news about its chips. PlusMortgage rates fall for the sixth straight week. J.R. Whalen reports. Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Lena Zimmermann über einen Dämpfer für Rüstungsaktien, Rückenwind für SAP und neue Gerüchte um den Superkäufer Adnoc. Außerdem geht es um Rheinmetall, Hensoldt, Siemens, Linde, Bayer, BASF, Harbour Energy, Microsoft, Johnson & Johnson, RWE, Deutsche Telekom, Siemens Energy, Fresenius, Mercedes, Amazon, Meta, Alphabet, Uber, Advanced Micro Devices, Seagen und Visa. Mehr Infos zu dem Black-Friday-Angebot von WELT findet ihr unter www.welt.de/blackfriday-podcast Wir freuen uns an Feedback über aaa@welt.de. 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. Hier findet ihr alle AAA-Bonus-Episoden bei WELT – dazu den AAA-Newsletter und noch weitere WELTplus-Inhalte: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ 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

Advanced Micro Devices, Inc., Q3 2023 Earnings Call, Oct 31, 2023

Sama 2023 ML Pulse ReportML Pulse Report: How AI Happens Live WebinarAMD's Advancing AI EventOur guest today is Ian Ferreira,  the Chief Product Officer for Artificial Intelligence over at Core Scientific until they were purchased by his current employer Advanced Micro Devices, AMD, where he is now the Senior Director of AI Software. In our conversation, we talk about when in his career he shifted his focus to AI, his thoughts on the nobility of ChatGPT and applications beyond advertising for AI, and he touches on the scary aspect of Large Language Models (LLMs). We explore the possibility of replacing our standard conceptions of search, how he conceptualizes his role at AMD, and Ian shares his insights and thoughts on the “Arms Race for GPUs”. Be sure not to miss out on this episode as Ian shares valuable insights from his perspective as the Senior Director of AI Software at AMD. Key Points From This Episode:An introduction to our guest on today's episode: Ian Ferreira.The point in his career when AI became the main focus. His thoughts on the idea that ChatGPT is noble. The scary aspect of Large Language Models (LLMs).The possibilities of replacing our standard conceptions of search.Ian shares how he conceptualizes his role as Senior Director of AI Software at AMD, and the projects they're currently working on. His thoughts on the “Arms Race” for GPUs. Ian underlines their partnership with research companies like the Allen Institute.Attempting to make a powerful GPU model easily available to the general public.He explains what he means by a sovereign model. Ian talks about AMD's upcoming events and announcements. Quotes:“It's just remarkable, the potential of AI —and now I'm fully in it and I think it's a game-changer.” — @Ianfe [0:03:41]“There are significantly more noble applications than advertising for AI and ChatGPT was great in that it put a face on AI for a lot of people who couldn't really get their heads wrapped around [AI].” — @Ianfe [0:04:25]“An LLM allows you to have a natural conversation with the search agent, so to speak.” — @Ianfe [0:09:21]“All our stuff is open-sourced. AMD has a strong ethos, both in open-source and in partnerships. We don't compete with our customers, and so being open allows you to go and look at all our code and make sure that whatever you are going to deploy is something you've looked at.” — @Ianfe [0:12:15]Links Mentioned in Today's Episode:Advancing AI EventIan Ferreira on LinkedInIan Ferreira on XAMDAMD Software StackHugging FaceAllen InstituteOpen AIHow AI HappensSama

Advanced Micro Devices just reported Q3 earnings causing AMD stock price to jump, very similar to Intel's Q3 Earnings and INTC Stock price movement. Nvidia Stock does have some recent updates dealing with AI GPUS and AI Competition. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $NVDA $AMD Semiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Bloomberg Economics US Economist Stuart Paul and Steven Skancke, Chief Economic Advisor at Keel Point, discuss the Federal Reserve meeting and provide a preview of Wednesday's rate decision. Bloomberg Technology Co-Host Ed Ludlow breaks down Advanced Micro Devices reporting a lackluster revenue forecast and looks at the latest EV news. Martina Larkin, CEO of Project Liberty, talks about efforts to return ownership and control of personal data to individuals. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Media and Entertainment Reporter Samantha Stewart share the details of Samantha's Businessweek Magazine story Hollywood Has Perfected the Lucrative Business of Horror Movies. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group.Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Advanced Micro Devices, AMD Stock, is expected to report earnings this Tuesday. Top Semiconductor Stock Intel just reported one of its best earnings, is this good news for AMD stock or bad news for Semiconductor Investors?A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $NVDA $AMDSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

The AI market is booming, what is the top Artificial Intelligence stock to buy now? Advanced Micro Devices is one of my favorite plays, but many semiconductor investors are curious about Super Micro Computer Stock.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measured against the S&P 500 returns of 126% as of 10/10/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $AMD $NVDASemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Also: CVS shares rose 3.3% after the healthcare company reported higher sales. Advanced Micro Devices shares fell 7%, Nvidia shares were down 4.8%. J.R. Whalen reports.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Monetize Your Content Roy Taylor, Ryff Inc.   – The Sharkpreneur podcast with Seth Greene Episode 923 Roy Taylor Roy Taylor has been Founder and CEO of Ryff Inc. since the company was formed in June 2018. Ryff is the inventor & world leader in VPP (Virtual Product Placement) which delivers real-time, digital dynamic brand integration for sport, social media, film, and television.  Until December 2021 he was also a Director for the Board of BAFTA (British Academy of Film & Television Arts) North America. Chairman Emeritus to the Infinity Film Festival he is also Technology Advisor to three film schools, the Beijing Film Academy, Dodge Chapman and The Johnny Carson Center of Emerging Arts. Previously he was Corporate Vice President and Worldwide Head of AMD Entertainment Studios based out of Hollywood, Los Angeles. Before that Mr. Taylor ran worldwide channel sales at Advanced Micro Devices responsible for $2 Billion annual revenue. He worked at AMD from January 7, 2013.  Prior to AMD Mr. Taylor served as Executive Vice President and General Manager of Display Devices Division at MasterImage 3D, where he was responsible for autostereoscopic (glass-free) 3D business. From 1998 to 2010, Mr. Taylor served as Executive Vice President NVIDIA, first as a founder of NVIDIA Europe and later internationally after a transfer to NVIDIA headquarters in Santa Clara in 2005. Mr. Taylor is principally known for the invention of the ecosystem business model whilst at NVIDIA and for his roles in supporting the video game industry. Mr. Taylor is synonymous with his ‘The Way Its Meant To Be Played' campaign and the catch phrase ‘Can it play Crysis?'. More recently he has been a vocal advocate for the metaverse including VR, AR and AI. In his role as head of AMD Studios Mr. Taylor was Executive Producer of VRLA, the worlds largest VR event and during this time he picked up Executive Producer credits for three VR productions and the India's most successful film, Baahubali.   Listen to this informative Sharkpreneur episode with Roy Taylor about monetizing your content. Here are some of the beneficial topics covered on this week's show: - How Ryff delivers perfection that is rooted in authenticity. - Why you don't want to sell more to spend more, you want customer activation. - How it's important to find the content that resonates with your customers. - Why all decisions are based in emotion. - How you should direct your content to the people buying your products.   Connect with Roy: Guest Contact Info Twitter @ryff_co Instagram @ryffco LinkedIn linkedin.com/company/ryff   Links Mentioned: ryff.com   Learn more about your ad choices. Visit megaphone.fm/adchoices