Podcasts about ai boom

David Faber and Jim Cramer discussed he AI boom helping to boost the tech rally. Nvidia hitting a new all-time and surpassing Microsoft to become the world's most valuable company. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss the role AI played in the chipmaker's better-than-expected earnings and upbeat guidance. Also in focus: Microsoft and Meta go after OpenAl for different reasons, Tesla vs. Waymo on robotaxis, McCormick's spicy earnings, Q1 GDP shrinks more than expected, RFK Jr.'s vaccine panel backs Merck's RSV shot for infants, Cramer's message on skyrocketing stocks and the "FOMO" trade. Squawk on the Street Disclaimer

On today's episode, cohosts Yasmin Gagne and Josh Christensen discuss the latest news in the world of business and innovation. Topics include Zohran Mamdani's stunning victory in the New York City mayoral primary, Tesla's robotaxi launch, and another round of layoffs for dating app Bumble. (00:46) Next, for the past six years, OpenAI and Microsoft have enjoyed a moderately mutual partnership. Microsoft invested a significant amount into OpenAI, leading to the development of AI Boom and ChatGPT. Now, they find themselves at a crossroads. Josh and Yaz discuss with Fast Company contributing writer Chris Stokel-Walker and senior editor Max Ufberg how the two tech giants are presenting a united front to the press, while privately bickering about intellectual property, profit-sharing, and the structure of OpenAI. (05:34) Finally, Josh and Yaz talk to Fast Company senior editor and author of An Exercise in Uncertainty: A Memoir of Illness and Hope, Jon Gluck, about his battle with multiple myeloma, a rare and incurable blood cancer. (28:31) For more of the latest business and innovation news, go to https://www.fastcompany.com/news To read Chris Stokel-Walker's article on Microsoft and Open AI: https://www.fastcompany.com/91353775/openai-microsoft-ai-partnership-breakup To find out more about Jon Gluck's memoir: https://www.grassrootsbookstore.com/item/ZoOPMvNQhqYA3gQ-9mg8pg/lists/LFUIg6W8hc9s/

AI reasoning models were supposed to be the industry's next leap, promising smarter systems able to tackle more complex problems. Now, a string of research is calling that into question. In June, a team of Apple researchers released a white paper titled “The Illusion of Thinking,” which found that once problems get complex enough, reasoning models stop working. Even more concerning, the models aren't “generalizable,” meaning they might be just memorizing patterns instead of coming up with genuinely new solutions. Researchers at Salesforce, Anthropic, and other AI labs have also raised red flags. The constraints on reasoning could have major implications for the AI trade, businesses spending billions on AI, and even the timeline to superhuman intelligence.

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Text us a question and we'll answer it on the podcast...The AI sector in the UK is projected to grow to £800 billion by 2035, representing one-third of the economy and growing 30 times faster than other sectors. This rapid growth signals fundamental changes in how we work and live, requiring new approaches to human performance through Brain State Intelligence.• UK government announcing major AI investments during London Tech Week• AI sector projected to exceed £800 billion by 2035, about one-third of UK economy• Growing evidence that businesses are replacing medium-charge human work with AI• Future value will come from consistently accessing high-charge brain states• Human+AI plateaus in performance while Brain State Intelligence+AI creates a J-curve effect• Success Cycle approach works for both work projects and personal improvement goals• Brain State Intelligence improves sleep, confidence, focus and leadership abilities• Organizations will soon seek human-AI performance psychology coaches• Free 60-minute training program "Train Your Brain for the AI Revolution" available nowRemember you're only ever one Brain State habit away.

Enrgy demand is on the increase globally, but in the US the seemingly endless build-out of data centres and application of power-hungry AI is forcing the market to step up activity to cater for a growing need.  IJGlobal senior editor Ila Patel talks to Richard Lum, one of the founders of Victory Hill Capital Partners, about energy demand not abating anytime soon. As he says: “It's increasing obviously, but it's increasing in a way that is also changing the behaviour of how energy is consumed.”  In a podcast that runs for 21 minutes, Richard talks about how renewable energy alone cannot enable the transition within the context of the US: “You still need the predominance of dependable energy sources that aren't constrained by intermittency.”  

AI is no longer the future—it's happening right now, in fact, it has been for years:-). From kids creating books with a few clicks to businesses saving hours with smart tools, artificial intelligence is transforming how we work, create, and connect. In this exciting episode, Franziska sits down with the brilliant Kevin Bees to explore […] The post S15 EPISODE 10: The AI Boom Is Here – What It Means for You as a Business Owner with Kevin Bees first appeared on Basic Bananas.

Zu Gast in neuen Podcast ist Tobias Hann, CEO von Mostly AI. Mostly AI ist ein Wiener Jungunternehmen, das schon lange vor dem großen AI-Boom das Potenzial dieser Technologie erkannt hat. Obwohl es das Unternehmen schon seit acht Jahren gibt, sieht es sich immer noch im Geiste als ein Startup.Die Jungfirma konzentriert sich auf den Bereich der KI-gestützten Datenanalyse und hat in den letzten Jahren mehrere hohe Finanzierungsrunden aufgestellt. Mostly AI fördert neuerdings auch Teams aus dem Datenanalyse-Sektor mit dem sogenannten Mostly AI Prize. Die Themen im Interview mit Tobias Hann:- Die Hintergrundgeschichte des Jungunternehmens- Der Fokus auf den Bereich der synthetischen Daten- Wie Mostly AI den KI-Boom erlebt hat- Warum die Jungfirma neuerdings auf Open Source setzt- Der Mostly AI Prize- Wieso Mostly AI sich nach acht Jahren immer noch "Startup" nenntWenn dir diese Folge gefallen hat, lass uns doch fünf Sterne als Bewertung da und folge dem Podcast auf Spotify, Apple und Co. Für Anregungen, Kritik, Feedback oder Wünsche zu künftigen Gästen schick uns jederzeit gerne eine Mail an ⁠⁠⁠⁠⁠⁠⁠feedback@trendingtopics.at.

We welcomed Paul Reimer onto the podcast for a discussion around AI, technology, and the companies innovating in these areas. Paul shares views he's formed as a result of his extensive career and experience with technology and investment management, giving perspective on what we're seeing in the market today around technology stocks.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk. Hosted on Acast. See acast.com/privacy for more information.

Most everyone remembers the tale of David and Goliath, one of the greatest underdog stories. We have seen the story repeat itself in business, across sectors from food and car companies to consumer products and tech. But what about AI? The AI computer chip wars are heating up—on fire actually—as companies attempt to topple the Goliath that Nvidia has become. Our David for this episode is Cerebras Systems, one of the rapidly-growing AI chip powerhouses that has built some of the world's fastest supercomputers. This increase in speed wasn't just a few percent faster either, tests are showing that Cerebras' work came in up to 75 times faster than their competitors. Cerebras CMO, Julie Choi, joins this episode of The Reboot Chronicles Show for an insider's look into how they created the next-gen technology which is driving their record-breaking success. Julie has seen Cerebras through their $700 million in funding, filing to take the company public to raise $1B, and building strategic partnerships with businesses like the Mayo Clinic and the Department of Energy. Now, on a mission to accelerate generative AI by building a new class of AI supercomputer, that could change the course of progress, Julie shares stories about both the nerdy side of chips and the future of technology as this industry hits breakneck speeds around the globe.

Fundstrat's Mark Newton joins Maggie Lake to break down why markets are rallying, and why technical analysis points to even more upside ahead. Despite recession fears and volatile headlines, Newton says the S&P 500 could hit 6,650 by year-end. He argues April marked peak fear and explains how charts (not narratives) reveal the real trends across stocks, bonds, crypto, and commodities. Key Topics Why the recent rally is more than just a bounce Treasury yields could fall below 4 % between June and September Tech and AI remain long-term secular winners Bitcoin may pull back before heading to $135-150 K by year-end Gold (target $3,750-3,800) and silver look strong heading into fall He also sees the U.S. dollar dipping to the low 90s before rebounding Chapters: 0:23 - How Can Technical Analysis Guide Us in a Headline-Driven Market?   3:13 - Why Is the S&P's April Low a Launchpad?   8:04 - Is This ‘Sell the Rip' or Still a Buying Opportunity?   9:26 - Which Sectors Will Lead the Next Leg Higher?   12:37 - Are U.S. Stocks Set to Outshine Global Markets?   14:13 - What Must Happen in Treasuries for Stocks to Climb?   18:38 - When Could 10-Year Yields Slide Below 4%?   21:00 - Do Charts Signal a Weaker Dollar Ahead?   23:26 - Is Bitcoin Really Decoupling from Risk Assets?   29:12 - Where Could Gold Head as Yields Fall?   31:35 - Is the Tech Rally Broader Than the ‘Mag 7'?   33:57 - Is the AI Boom a Bubble or a Secular Trend?   35:44 - Should Tesla Be Viewed as an AI Play?   Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4k1l0U4 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #TechnicalAnalysis #Treasuries #Bitcoin #Gold #Silver #AIStocks #S&P500 #Crypto #MarketOutlook #stocks #TA #Tariffs ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com.I sat down with Robert Scoble and we talked about the future. He's been around for the first Tesla ride, the early days of Uber, and now he's deep into AI, smart glasses, and even Neuralink. We covered where tech is heading next, why most people are still sleeping on it, and what happens when AI starts watching you and giving you advice. He also shared his thoughts on China's rise, virtual beings, and why America better wake up.You can find Robert on X at https://x.com/scobleizer where he posts his list of 800+ AI tools, aka “The Holodeck.”Timestamps below. Enjoy!---Watch this on YouTube instead here: tkopod.co/p-ytAsk me a question on or off the show here: http://tkopod.co/p-askLearn more about me: http://tkopod.co/p-cjkLearn about my company: http://tkopod.co/p-cofFollow me on Twitter here: http://tkopod.co/p-xFree weekly business ideas newsletter: http://tkopod.co/p-nlShare this podcast: http://tkopod.co/p-allScrape small business data: http://tkopod.co/p-os---00:00 The Future of AI: Underhyped or Overhyped?02:58 The Evolution of Mixed Reality and Wearable Tech06:08 AI in Everyday Life: Tools and Gadgets08:58 The Impact of AI on Business and Entrepreneurship12:05 Neuralink and the Future of Human-Machine Interaction14:55 Comparing the AI Boom to the Dot-Com Boom18:10 The Global Race in AI and Robotics20:51 Innovation and Creativity in a Competitive Landscape

This week on the GeekWire Podcast: The rapid acceleration of artificial intelligence takes center stage in business technology spending, in Washington D.C., and in the global tech power struggle. We break down a headline-grabbing U.S. Senate hearing on AI and U.S.–China competitiveness, featuring testimony from Microsoft’s Brad Smith and OpenAI’s Sam Altman. There was also a fun Seattle tech callback in the form of a hot-mic moment from Sen. Maria Cantwell during Sen. Ted Cruz's opening statement. Plus, we dive into a new global survey from Amazon Web Services showing just how quickly companies are making generative AI their top tech priority — even ahead of cybersecurity. U.S. Senate Committee on Commerce, Science, and Transportation: Winning the AI Race: Strengthening U.S. Capabilities in Computing and Innovation OpenAI CEO Sam Altman: ChatGPT will ‘probably not’ replace Google as top search engine Previously: Microsoft asks Trump to loosen chip export limits Bloomberg: Trump plans to rescind AI chip export curbs Amazon Web Services Generative AI Adoption Index Generative AI tops cybersecurity in 2025 tech budget priorities, new AWS study finds With GeekWire co-founders Todd Bishop and John Cook.See omnystudio.com/listener for privacy information.

Startup investment reached approximately $300 billion annually, doubling over the past decade. Since 2014, three key trends emerged: - Investment spread globally, with over half occurring outside the U.S. after 2016, though the U.S. captured 56% of funding last year due to substantial AI investments.- Megarounds, defined as funding deals of $100 million or more, represented more than half of total funding last year, a rise from 40% in 2016.- Funding to AI-related companies exceeded $100 billion in 2024, constituting one-third of global funding, fueled by many billion-dollar deals.In 2021, startup funding doubled, marking an exceptional year, but excluding this anomaly, growth from 2014 to 2024 represented a slowdown compared to the previous decade. While venture funding expanded globally, recent AI interest shifted focus back to the U.S. As megarounds grew, smaller deals under $50 million decreased significantly, with a notable rise in deals between $5 million and $50 million maintaining a steady share of total funding. The AI sector demonstrated substantial growth potential, with its evolution expected to continue influencing venture capital dynamics.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Think pre-IPO investments are just for billionaires? Think again. Welcome back to another episode of The Richer Geek Podcast! Today's guest is Mike Ivancie, CMO at UpMarket, an alternative investment platform that's opening the door for accredited investors to access private market opportunities once reserved for the ultra-wealthy. Since 2019, UpMarket has helped individuals invest over $150 million into assets like pre-IPO shares in SpaceX, Neuralink, Stripe, and OpenAI, as well as hedge funds, private equity, and real estate. Mike's mission is to break down barriers and grow the platform to over $1 billion in transactions. Before joining UpMarket, he led growth at CNote, an impact investment platform, where he helped raise over $100 million for underserved communities In this episode, we're discussing… Democratizing Alternative Investments: Upmarket provides accredited investors access to private market opportunities, including pre-IPO companies, private equity, and private debt. Accessing Pre-IPO Giants: Learn how you can potentially invest in high-growth companies like OpenAI, SpaceX, and Anthropic before they go public. Understanding the Investment Process: Mike explains the mechanics of investing through UpMarket, from minimum investment amounts to the process of potential liquidity events like IPOs. Weighing the Pros and Cons: Gain insights into the potential benefits (high growth potential) and risks (illiquidity, higher fees) associated with pre-IPO and alternative investments. The AI Investment Landscape: Explore the current skepticism and future potential of AI investments, including the significant energy demands and potential industry shifts. Impact Investing Explained: Understand the definition and real-world utility of impact investing, considering the trade-offs between financial returns and social good. The Intertwined Future of AI and Energy: Discover the staggering projected energy consumption of AI data centers and the potential role of nuclear energy in meeting these demands. Getting Started with UpMarket: Learn how to explore investment opportunities and educational resources on the UpMarket website (upmarket.co) and connect with Mike Ivancie directly.       Resources from Mike Ivancie      LinkedIn | UpMarket | Email     Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob  

“It's always a case of fit for purpose, or what we call a proper engineering”. Some down-to-earth facts and analysis were coined by Pr PS Lee, one of the world's top experts in liquid cooling - and Pr. Heng Wang - a renowned expert in digital governance - while cross-analysing Singapore's main challenges from an infrastructure and governance perspective of the ongoing AI Boom. Among the topics covered in this episode recorded live from the Green IO Singapore conference with Gael Duez were our imperfect, incomplete and unpredictable knowledge on AI, the fit for purpose approach with the right mix of cooling solution, dealing with legacy datacenter infrastructure, the moratorium on new data center and the other tools used by the Singapore government to cap energy consumption, and much more!

AI Boom & Trump’s Tech Tariff Twist: What’s Next for Stocks in 2025? In 2025, markets may see tempered gains after two years of 25%+ returns, yet optimism remains fueled by AI's rising role and strong U.S. equity prospects. While investor sentiment shifts from skepticism to optimism, caution is key as signs of euphoria loom. Meanwhile, Trump’s April 2025 tariff exemptions on key tech imports—including iPhones, chips, and laptops—offer a temporary lifeline to tech giants like Apple and Nvidia. Though the move softens trade war impacts, long-term manufacturing shifts remain uncertain amid global supply chain dependencies and geopolitical risks. On Cyrus Says & Mangalam Maloo discuss the about the same.See omnystudio.com/listener for privacy information.

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets. 00:48 Ben Carlson's Career Journey01:54 Investment Strategies and Asset Allocation02:51 Impact of the Great Financial Crisis09:22 The Role of a Wealth Manager11:55 DIY Investing vs. Professional Advice15:50 Navigating Market Noise and Historical Context22:31 The AI Boom and Investment Implications26:27 Market Predictions and Diversification28:03 Realistic Expectations in Wealth Management29:39 Personal Investment Strategies32:51 Avoiding Market Timing Pitfalls35:49 Automating Investments for Success42:51 Balancing Saving and SpendingCompanies mentioned: NVDAFind Ben's work at: https://awealthofcommonsense.com/*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*Terms and Conditions apply.*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

The tariff rollercoaster has created a lot of uncertainty in the tech industry. We're digging into how its playing out for makers of consumer tech, e-commerce platforms and AI. Marketplace's Meghan McCarty Carino speaks with Paresh Dave, senior writer at Wired, about all these topics for this week's Tech Bytes.

The tariff rollercoaster has created a lot of uncertainty in the tech industry. We're digging into how its playing out for makers of consumer tech, e-commerce platforms and AI. Marketplace's Meghan McCarty Carino speaks with Paresh Dave, senior writer at Wired, about all these topics for this week's Tech Bytes.

Meet Sharad Sanghi who built India's first data center, he spent 25 years building Netmagic, India's largest data center company. He came to India in 1995, worked at VSNL as the country was discovering the internet, and built a company focused on internet for businesses.Now he is building Neysa, an AI cloud startup, which recently raised $50M to help businesses adopt AI, all from India. With Neysa businesses can use AI without writing a lot of code or use five different tools to run it. And do everything—train models, test them, deploy them, and monitor them—in one single dashboard.Sharad has a lot of perspective to share—as someone who was at the forefront while India adopted the internet, and now, the AI wave.If you're building in AI, part of an enterprise exploring AI, or simply thinking about where India is in the AI race—this episode is for you.0:00 – Trailer02:00 – How Neysa makes AI easy & cheap?04:37 – From datacentre to AI06:54 – 1200 GPUs & 15 Clients07:24 – Selling internet to Businesses12:03 – Why India Needs Local AI Clouds13:20 – How Neysa Plans to Stand Out15:14 – Is Scaling a Hyperscaler Easy?19:26 – Can India Shift from IT to AI?26:40 – AI in Large Enterprises vs Mid-Market27:51 – AI Revolution vs Cloud in 200631:06 – What's the Moat for AI Startups?33:08 – Is Private Data the Real AI Goldmine?35:59 – Why Product & GTM Matter Early On38:06 – Why Scaling must come before Demand42:12 – OpenAI's edge on Deepseek?44:52 – How should enterprises navigate AI?46:32 – Did Only NVIDIA Predict the AI Boom?48:17 – Founder 1.0 V/S 2.0-------------Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

Magnificent 7 stocks down again today as markets reel from President Trump's tariff announcement. We look at how tariffs could hit the hyperscalers where it counts, threatening to dent multi-billion dollar data center plans. 

Alex Duys from Umthombo Wealth on PPC going ahead with its new Western Cape plant and Datatec's latest update: Is this a stock worth watching? Ann Sebastian from Terebinth Capital talks food producers and retailers on the JSE. Simon offers his hacks on investing in single commodities.

Renowned market commentator and Cornell professor Dave Collum joins us for an unfiltered, no-holds-barred conversation on the forces tearing through the global economy. From the deliberate demolition of economic structures to the speculative insanity around AI and private equity, Dave breaks down why he believes we're living in a financial illusion, and what comes next. We cover distorted markets, fake job booms, recession denial, and the misunderstood gold narrative. It's punchy, provocative, and packed with hard truths every investor should hear.---------------

Jason and Paul Lizell discuss the current state of the real estate market, with Paul sharing his insights from being on the ground and Jason predicting a severe housing shortage by 2030. They also touched on long-term demographic trends, the potential for reduced interest rates, and the impact of these trends on the real estate market. Jason expressed optimism about the real estate market, predicting at least 3% appreciation this year, and encouraged others to invest. Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! Today's sponsor https://JasonHartman.com/Connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today! #RealEstateInvesting #HousingMarket #InterestRates #RentalMarket #InvestmentProperty #RealEstateTrends #EconomicOutlook #FinancialFreedom #PropertyInvestment #JasonHartman Key Takeaways: 1:30 Get your tickets to https://EmpoweredInvestorLive.com/ 2:25 A view from someone on the ground 6:29 The housing affordability Gap 7:48 Ai Boom and the housing market 12:07 https://jasonhartman.com/connected 13:28 Mortgage rates and pressure on rents 17:18 A crazy time to start investing in real estate 18:20 Shadow inventory vs. shadow demand and the confidence in investing now 22:32 Jason's long-term prediction, population and the FED rates 26:31 Trump cross currents 28:20 Learn how to BUY HOUSES AT AUCTION. Visit https://www.JasonHartman.com/REO today! https://empoweredinvestorlive.com/   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Delve into William Blair's latest generative AI report, “Navigating the Boom: Confronting GenAI's Most Pressing Questions.” Featuring insights from technology analysts Jason Ader, Arjun Bhatia, and Sebastien Naji, this episode explores the current state of AI, industry trends, and the future of AI development.

Super Micro Computers has become a go to supplier for the hyperscaling tech companies, who are all rushing to build the next generation of infrastructure: AI data centers. On this Claman Countdown Encore, we revisit Liz's conversation with Super Micro Computer CEO and founder Charles Liang. Charles talks to Liz about how Super Micro's past troubles are behind them and his confidence that the AI boom will only continue from here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, we discuss Discord's IPO plans, Cursor's big raise, and how much coding developers actually do. Plus, is Southwest making a huge mistake with bag fees and assigned seats? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/JmkVmwAMw6U?si=ywGs_F3DImUFC0LZ) 510 (https://www.youtube.com/live/JmkVmwAMw6U?si=ywGs_F3DImUFC0LZ) Runner-up Titles Cote's not here, so we'll keep it tight They treated me like I'm stupid I'm not here to buy into the culture Go eats some rocks and glue My head is full of simultaneous thoughts Fly high Icarus, fly high We are certain of the uncertainty Rundown Southwest Airlines shifts to paid baggage policy to lift earnings (https://www.reuters.com/business/aerospace-defense/southwest-airlines-shifts-paid-baggage-policy-lift-earnings-2025-03-11/) Discord in Early Talks With Bankers for Potential I.P.O. (https://www.nytimes.com/2025/03/05/technology/discord-ipo.html?unlocked_article_code=1.1k4.eQrV.NtKK_GpiT-Di&smid=nytcore-ios-share&referringSource=articleShare&sgrp=p) IDE Follow up DevTasks outside of the IDE (PDF) (https://www.microsoft.com/en-us/research/uploads/prod/2019/04/devtime-preprint-TSE19.pdf) How Much Are LLMs Actually Boosting Real-World Programmer Productivity? — LessWrong (https://www.lesswrong.com/posts/tqmQTezvXGFmfSe7f/how-much-are-llms-actually-boosting-real-world-programmer) [AI [CursorStartup Anysphere in Talks for Close to $10 Billion Valuation (https://www.bloomberg.com/news/articles/2025-03-07/ai-startup-anysphere-in-talks-for-close-to-10-billion-valuation) Market Trends Nvidia Is Down 27% From Its Peak. (https://www.fool.com/investing/2025/03/07/nvidia-stock-down-27-from-peak-history-says-this/) Millennium Loses $900 Million on Strategy Roiled by Market Chaos (https://www.bloomberg.com/news/articles/2025-03-08/millennium-loses-900-million-on-strategy-roiled-by-market-chaos) Relevant to your Interests OpenAI executives have told some investors about plans for a $20,000/month agent (https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents> |

Top Stories: Amazon announced Alexa+ with new features Nvidia says AI Boom is far from over OpenAI's Sora will get ChatGPT Integration to produce better videos After 2 years, the UK gives Microsoft and OpenAI clearance form Antitrust officials McDonald's is implementing AI in their restaurants HP and Google team up on Project Starline for 3D video calling

Artificial intelligence is generating a ton of money and buzz. But could we be in a bubble? WSJ reporter Rolfe Winklers tells us what lessons we can learn from the early 2000s. Plus, can traditional data-storage companies keep up with AI's demands? WSJ reporter John Keilman explores innovations in hard-disk drives. Shara Tibken hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Cohen and John Ruffolo dive into the growing exodus of Canadian talent to the U.S., breaking down why top founders and engineers are choosing Silicon Valley over homegrown opportunities. They discuss OpenAI's latest move to charge up to $20,000 per month for AI-powered research agents and how companies are rethinking hiring in light of these powerful tools. The conversation also covers the controversial CoreWeave IPO, highlighting its rapid $1.9B revenue surge, heavy reliance on Microsoft, and whether it signals a coming shake-up in cloud computing. On the political front, they analyze the potential for an early Canadian election, shifts in party leadership, and how economic policies—like capital gains tax hikes—are driving entrepreneurs out of the country.Canada's Tech Exodus: Why Founders Are Flocking to the U.S. (07:00)A striking rise in Canadian emigration has raised concerns about the country's ability to retain top talent. In 2024, 81,601 Canadians left the country, the highest number since 2017—half of them from Ontario.* Capital gains tax hikes pushing high-net-worth individuals and founders to relocate.* U.S. venture capital firms providing better funding opportunities for Canadian startups.* YC founder exodus: More Canadian founders are moving to the U.S. post-Y Combinator Demo Day, as confirmed by YC CEO Gary Tan.John Ruffolo's take:* Canada risks losing its top tech talent permanently if it doesn't address the capital and policy gaps driving this migration.* Founders aren't leaving out of convenience—it's about better market access, capital, and scaling opportunities.OpenAI's $20K/Month AI Agents: A Game-Changer? (18:00)OpenAI is rolling out three tiers of AI-powered assistants, capable of advanced research, software development, and business strategy—at a hefty price tag.Pricing breakdown:* $2K/month: Handles advanced knowledge worker tasks.* $10K/month: AI for software development.* $20K/month: PhD-level AI agents for deep research.Why this matters:* AI-powered coding tools like Cursor.dev have already grown to $100M ARR in 18 months.* Founders are increasingly opting for AI engineers over hiring multiple full-time developers.* This signals a shift in the labor market, potentially disrupting high-paid professional roles in tech, research, and consulting.CoreWeave's $2B Revenue IPO—Boom or Bust? (12:00)CoreWeave, a cloud computing startup that stockpiled NVIDIA GPUs early, is racing toward a high-profile IPO.Key numbers:* Revenue skyrocketed from $16M in 2022 to $1.9B in 2023.* Microsoft accounts for 62% of its revenue, sparking concerns over customer concentration.* The company holds $11B in debt, raising questions about profitability.* Founders cashed out $500M pre-IPO, raising red flags.John Ruffolo's analysis:* This looks like a high-risk, low-margin business that may struggle to justify its valuation.* Heavy debt financing and reliance on Microsoft contracts make it a shaky bet.* If public markets reject CoreWeave, it could be a warning sign for other AI and cloud IPOs.Will Canada See an April Election? (03:00)With Canada's Liberal Party leadership race heating up, rumors suggest an election could be called as early as March 16, with a vote on April 22.* The Liberals want a short election to limit Conservative fundraising advantages.* Mark Carney is positioned as the Liberal frontrunner, but he doesn't currently hold a parliamentary seat.* Coalition talks between Liberals, NDP, and the Green Party could reshape Canada's political landscape.Projected outcomes:* Conservative majority is still likely, but the margin has narrowed.* A left-wing coalition could prevent a Conservative landslide.The Bigger Picture: Where is Canada Headed?From AI disruption and talent migration to political uncertainty, this episode of Tank Talks dives into the forces reshaping Canada's future. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Taiwan Semiconductor Manufacturing Co. (TSMC) is investing another $100 billion in U.S. chip production, bringing its total commitment to $165 billion. This move strengthens the U.S. as a global AI leader and could reshape real estate markets in tech hubs like Phoenix and Sherman, TX. Kathy Fettke explores how this massive investment, along with President Trump's AI infrastructure deal with Oracle, OpenAI, and SoftBank, could drive property values, job growth, and demand for commercial space. Could this be the next big tech-driven real estate boom? Tune in to find out. 00:00 US Chip Production Investment 00:51 TSMC 01:13 President Trump's Announcement 01:45 AI and US Technology 02:04 Real Estate Impact  LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN Sources: 1. https://www.connectcre.com/stories/breaking-news-tsmc-to-invest-100b-more-in-u-s-chip-manufacturing/ 2. https://www.cnbc.com/2025/01/21/trump-ai-openai-oracle-softbank.html 

Just one query to ChatGPT takes as much energy as powering a lightbulb for some 20 minutes. As AI balloons, so does its demand for electricity. That's driving tech companies to increase their demand for fossil fuels.

If you want to hear a comparison of the best thematic ETFs covering Artificial Intelligence on the ASX, this is it! We are back with our Best ETF For series and this time we're answering a question from Lachie, who noticed some interesting differences in some ETF products harnessing the AI movement.In this episode we:cover why you should invest in AIdebate whether an ETF or single stock investing is the best way to do itunpack 3 of the most popular AI thematic ETFs on the ASX: SEMI, GXAI & RBTZIf you want to see these ETFs compared and follow along while you listen, download this google sheet our producer made for this episode!ETFs Covered:Global X Artificial Intelligence ETF (GXAI)Betashares Robotics & Artificial Intelligence (RBTZ)Global X Semiconductor ETF (SEMI) Listen to this AI 'Picks and Shovels' episode on Equity MatesHave an investing question? Record a voice note or send us a message on our website and we'll answer it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our original podcast: Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial Hosted on Acast. See acast.com/privacy for more information.

Data centers are filled with servers, basically a bunch of beefed-up computers stacked on top of each other in buildings that can be as big as warehouses. So they need a lot of electricity. And there are more of those projects in the works. For example, Meta has said it's planning to build out at least one data center that’s going to be so big it could cover a good chunk of Manhattan. Wall Street Journal tech reporter Meghan Bobrowsky explained to Hughes what kinds of companies are benefitting from this data center construction boom.

Data centers are filled with servers, basically a bunch of beefed-up computers stacked on top of each other in buildings that can be as big as warehouses. So they need a lot of electricity. And there are more of those projects in the works. For example, Meta has said it's planning to build out at least one data center that’s going to be so big it could cover a good chunk of Manhattan. Wall Street Journal tech reporter Meghan Bobrowsky explained to Hughes what kinds of companies are benefitting from this data center construction boom.

Soaring demand for AI has accelerated the building of massive data centers to support the technology, including in the Bay Area. As more centers are built, local residents and environmentalists are concerned about how they disrupt local communities and pose significant health and environmental risks. Links As California AI Data Centers Grow, So Does Dirty Energy Learn more about your ad choices. Visit megaphone.fm/adchoices

https://www.youtube.com/@Coffeeandamike In this episode, host Mike Ferris sits down with Matt Smith to discuss a revolutionary economic plan purportedly being executed by the Trump administration. They delve into the aggressive reshoring of gold, potential devaluation of the U.S. dollar, and plans for a sovereign wealth fund. Matt emphasizes the far-reaching consequences of these actions, drawing parallels with historical events like the 1971 gold standard abandonment and the 1985 Plaza Accord. The conversation explores how these economic strategies aim to reshape America's monetary and trade relations fundamentally. They also discuss the potential implications for ordinary Americans, the role of gold, and the importance of technological advancements. The episode concludes with insights into Matt's upcoming book 'The Preparation,' which offers young men an alternative to traditional university education. 00:00 Introduction and Overview 01:15 The Big Story: Trump's Economic Plan 02:07 Gold Market Dynamics 02:56 Implications of Gold Accumulation 06:39 Devaluation of the Dollar 09:02 Historical Context: 1971 and 1985 10:23 China's Economic Policies 12:17 Sovereign Wealth Fund and U.S. Assets 14:51 Inflation and Economic Strategy 16:48 Potential Outcomes and Challenges 17:21 The Role of Tariffs and Trade Wars 20:09 Market Reactions and Speculations 27:18 Future of Crypto and CBDCs 37:53 Civil War at the Top 43:24 Setting Up the Sovereign Wealth Fund 44:57 Trump's Economic Strategy and Philosophical Core 45:48 The Gaza Conflict and Philosophical Implications 48:03 Surveillance State and Digital Currency 51:28 AI Boom and Economic Disruption 55:36 Managing Capital and Economic Policies 57:16 The Future of the U.S. Economy 01:00:21 Gold Investment and Financial Advice 01:10:12 Global Trade and Economic Relations 01:12:16 Final Thoughts and Personal Reflections

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry's most accomplished voices, Rise Growth Partners' Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar! 2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold? 3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux? And much more!

John Reade from the World Gold Council explores a record-breaking year for gold demand, driven by aggressive central bank buying in Q4.

In this episode, hosts Pat and Tevo discuss various topics including the use of ChatGPT in podcasting, the impact of Dry January on the bar industry, and the rise of artificial intelligence in business. They explore how AI tools can assist in content creation and research, the changing trends in alcohol consumption, and the implications of market volatility on investments, particularly in companies like Nvidia. In this conversation, Pat and Tevo explore the complexities of financial markets, the role of government and insurance during crises, and the increasing necessity for individuals to trade out of financial need. They discuss the impact of inflation on investment strategies and the pervasive presence of AI in everyday life, highlighting the disparity between perceived and actual AI usage in businesses. The dialogue culminates in innovative marketing strategies in the bar industry, showcasing how unique promotions can drive customer engagement and sales. 00:00 Introduction to the Podcast and Hosts 01:50 Exploring the Role of ChatGPT in Podcasting 15:29 The Impact of Dry January on Business 28:22 The Rise of Artificial Intelligence in Business 35:21 The Role of Government and Insurance in Financial Crises 37:12 Navigating the Risks of Trading and Investment 39:18 The Impact of Inflation on Investment Strategies 43:07 The Dangers of Trading Out of Necessity 46:23 Understanding AI's Ubiquity in Daily Life 50:16 The Business Landscape of AI Adoption 58:23 The Future of AI in Business and Marketing Strategies YouTube and Socials https://mtr.bio/sorry-were-closed-Pod

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A remarkable growth story unfolds in this episode of the Product-Led Podcast as David, CEO and founder of Submagic, shares how his company scaled from $0 to $1 million ARR in just three months. Learn the strategies behind their success, including timing with the AI boom, a unique affiliate program, and an unwavering focus on customer feedback. Discover the practical steps and tools used by Submagic to build a sustainable business, and how their lean team of 15 now serves over 2 million users globally. Show Notes: [00:09] Introduction: From $0 to $1 Million ARR in 3 Months [00:40] The Perfect Timing: Leveraging the AI Boom [01:16] Submagic's Vision and MVP Process [02:03] Building the Affiliate Strategy with Small TikTok Creators [05:13] Gamification and Incentives for Affiliates [07:00] Scaling Beyond the Affiliate Model [09:12] Focus on Three Pillars: Product, Distribution, and Customer Experience [12:10] Structuring a Lean Team for Growth [13:14] Insights into Customer Engagement and Feedback Loops [16:04] Sustaining 10% Monthly Growth and Competing in the Market [18:06] Upcoming Features: Saving Time with Magic Clips [20:09] Habits for Product-Led Growth: Listening and Prioritizing [21:27] Final Takeaways for Founders About David David is the CEO and founder of Submagic, a bootstrapped SaaS company that focuses on empowering businesses with short-form content creation tools. His leadership blends creative expertise and a relentless focus on customer-centric growth. About Submagic Submagic revolutionizes short-form content creation for businesses with AI-powered tools designed for simplicity, efficiency, and scalability. Connect with David LinkedInSubmagic

The AI Boom or Bust, AI in the Medical Industry and the Military, More on the Road To Retirement Seminar Saturday February 1st 10am to Noon at the Palo Alto Elks Lodge with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

The AI Boom or Bust, AI in the Medical Industry and the Military, More on the Road To Retirement Seminar Saturday February 1st 10am to Noon at the Palo Alto Elks Lodge with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Hold on tight. The rollercoaster that was 2024 is finally coming to an end. Marketers may find themselves dizzy from the many ups and downs the industry experienced this year. 2024 saw more ads on streaming platforms, but also an ad price correction that favored ad buyers' wallets. There was also the generative AI boom (or bauble, depending on who you ask). Of course, there was Google's long kiss goodnight with third-party cookies, in which the tech giant decided to keep cookies after all but let users decide if they want to opt in or not. And who could forget the 2024 presidential election, the gift that kept on giving to news publishers. To help the industry make sense of this past year, this episode of the Digiday Podcast is a vignette-style look back at 2024. Hosts Tim Peterson, executive editor of video and audio at Digiday, and Kimeko McCoy, senior marketing reporter, revisit the biggest moments (and podcast episodes) of 2024. Here are the full episode interviews that they mention in the podcast: Third-party cookies are hanging on, but Epsilon says brand marketers should still focus on first-party data  Inside Dow Jones's AI governance strategy, with Ingrid Verschuren  Duolingo's head of global social strategy, Katherine Chan, talks about making unhinged content work and learning from mistakes  From scratch to slam dunk: New York Liberty's Shana Stephenson on building basketball team's brand and keeping fans in the game  A postmortem on this year's TV and streaming upfront ad market with UM Worldwide's Marcy Greenberger  How the Martin family went from part-time vloggers to a family of social media mavens  Digiday editors on Trump administration picks and the impact on the ad industry

Tech companies such as Google, Amazon and Microsoft need loads of electricity to power their artificial intelligence goals, and they are looking into all options, including nuclear power, to achieve them. That's why Microsoft has partnered with a utility company to restart a reactor at Three Mile Island, the site of the worst nuclear disaster in US history. The FT's US energy editor Jamie Smyth explains what challenges lie ahead with a 2028 deadline looming. Clips from CBS News, ABC News, WNEP- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:Restart of Three Mile Island tests US appetite for nuclear revivalResurgent US electricity demand sparks power grid warnings Big Tech's dash for nuclear power- - - - - - - - - - - - - - - - - - - - - - - - - - Follow Jamie Smyth and Michela Tindera on X (@JamieSmythF) (@mtindera07), on Bluesky (@jamiesmythft.bsky.social), (@mtindera.bsky.social) or follow Michela on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.