Podcasts about ai boom

Investors' exuberance is fueling this year's stock rally, but will key economic risks dampen the market's mood? The current bull run has lifted stocks from their springtime lows to higher levels in autumn. The artificial intelligence boom is one of the big factors driving it. Meanwhile, the Federal Reserve is dealing with the challenging situation of balancing the weakening job market and stubborn inflation. The Fed cut interest rates for the first time in 2025 in the third quarter, but the path forward from here is less certain. Morningstar Inc Senior Markets Reporter Sarah Hansen discusses seven key market factors you should watch in Q4 2025.Nvidia's investment of up to $100 billion in ChatGPT creator OpenAI could shatter records. The big bet is helping feed two simple narratives about the AI era, according to Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe. First, there's too much investment in the technology, and booms tend to lead to busts. Second, AI has changed the rules of investing and returns. Kemp cautions investors to remember that there are a wide range of possible outcomes than these easy stories.  On this episode:You examine the highs and lows during each quarter and write about it. What do you think are the biggest takeaways from Q3? Stocks are climbing higher despite a lot of risks. What signals is the market ignoring, and could it be at its own peril? The AI boom is driving what's going on in the market. Mega-cap tech companies are making huge investments. Where's the money going, and how long is this level of spending expected to continue? The hot IPO market has benefited from AI. Some of the most successful IPOs this year involved the industry. Can you describe this revival? The first interest rate cut of 2025 is in the books. The Federal Reserve pointed to the softening job market as one reason for the move. What are strategists telling you as the markets await the Fed's next move? Inflation is still not tamed and hovering above the Fed's 2% target. There are expectations that tariffs could raise prices for a while. What are the outlooks from Morningstar and other strategists? As the Fed cuts rates, short-term yields will come down. What about the rest of the bond market? Where do people see the risks? The federal funding fight is continuing in Washington, D.C. Let's timestamp this moment. It's Tuesday, Sept. 30. The US government would shut down on Oct. 1 if there's not an agreement. How does uncertainty like this affect the markets, and what should investors think? Earnings season is coming up in a couple weeks. What is your team watching for? What's the takeaway for investors as we enter Q4?We talked on last week's Investing Insights about inflation. The Federal Reserve's preferred tracker showed inflation slightly ticked up in August as forecasters expected. It also revealed consumer spending rose. What do you think that's signaling about the US economy? In this week's Markets Brief column, you highlighted Nvidia's potentially record-breaking investment. The chipmaker announced it would invest up to $100 billion in OpenAI. How should investors think about this deal?New economic data is due out this week. What are you tracking for next week's Markets Brief? Read about topics from this episode.  13 Charts on Q3's Tech-Driven Stock Rally Will the AI Boom in Semiconductor Stocks Continue? What Investors Need to Know About the Steepening Yield Curve The Fed's ‘Difficult Situation': Reading Between the Lines of the September Dot Plot Forecasts for August PCE Report Shows Some Cooling, but Tariff Impacts Persist What Investors Need to Know About a US Government Shutdown Markets Brief: Nvidia's AI Spending Spree Raises Boom and Bust Fears  What to watch from Morningstar. Is Your Dividend Income at Risk? Here's How to Spot Dividend Traps Should You Hold Cash Investments After the Fed Cuts Interest Rates?What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold Investors Read what our team is writing.Sarah HansenDan KempIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Artificial intelligence has cemented itself as the latest world-altering technology. It follows the same lineage as electricity, the television, the internet — the list goes on. Depending on who you talk to, AI is the greatest thing ever or the thing that will destroy the world, with lots of room in the middle for discussion and experimentation. But within the bigger AI fascination, there's a smaller yet critical conversation about how this technology might help or harm people who learn and think differently. That's why we brought in Dr. Amy Gaeta for this week's “Hyperfocus.” She's an AI ethicist and researcher who also has autism, giving her a unique insight that she shares on our latest episode. For more on this topicAmy's websiteWhat is assistive technology?6 ways AI can help you manage ADHD symptomsHow software and apps can help with math challengesUnderstood AssistantTimestamps(03:40) AI in the workplace(10:16) Disability justice and technology(13:45) AI's built-in bias against disability (17:15) How to find helpful, safe AI uses(21:08) Chatbot therapy (25:14) What does the future hold for AI and neurodivergence? For a transcript and more resources, visit the Hyperfocus page on Understood.org. We love hearing from our listeners! Email us at hyperfocus@understood.org. Explore Through My Eyes today. Step into the world of three kids with ADHD, dyslexia, and dyscalculia — helping you see differently so you can act differently.Understood.org is a nonprofit organization dedicated to empowering people with learning and thinking differences, like ADHD and dyslexia. If you want to help us continue this work, donate at understood.org/give Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

(0:00) Intro(1:36) About the podcast sponsor: The American College of Governance Counsel(2:23) Start of interview(3:11) Brad's origin story(4:54) Venture Capital Beginnings(5:39) The Rise of the Internet(8:10) His role in Softbank Technology Ventures and later Mobius Venture Capital. Reference to Heidi Roizen E6, E108 and E116(12:26) Transition to Techstars and Foundry(13:36) Origin and focus of his book Startup Boards. Reference to his blog post: Feld Thoughts. "Boards (and board members) for private companies operate on a bell curve" (some are excellent, some are horrific, and most are average).(15:31) The Evolution of Founder-Friendly Terms(30:06) Effective Board Composition(35:00) Defining a Great Board: the Board as a Team. Reference to Matt Blumberg's Rule of 1s: see E52 (2022)(38:05) "The goal of the board is to get different skill sets around the table" "I think a founder should fight against investors having additional observer seats."(41:13) Why he considers it a red flag when a director claims they're acting out of "fiduciary duty." *Reference to the Startup Litigation Digest(44:50) Governance concerns in the AI Boom(47:37) Books that have greatly influenced his life:Zen and the Art of Motorcycle Maintenance by Robert Pirsig (1974)The entire pantheon of Neal Stephenson and William Gibson Science fiction written by female writers (as a category)Hyperion Cantos by Dan Simmons(50:05) His mentors: Len Fassler and his uncle, Charlie Feld.(51:55) Quotes that he thinks of often or lives his life by: from his Dad: "If you're not standing on the edge, you're taking up too much space.", from Len: "Brad, they can't kill you and they can't eat you. Suit up."(53:00) An unusual habit or an absurd thing that he loves. "I love philanthropically funding bathrooms." Also, the Banana Lounge at MIT.(55:38) The living person he most admires: his wife Amy Batchelor.Brad Feld has been an early-stage investor and entrepreneur since 1987. He co-founded two venture capital firms, Foundry Group and Mobius Venture Capital, and multiple companies, including Techstars.  You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years. Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. (1:04) Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system. (18:31) Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors. (36:39)

On this week's Stansberry Investor Hour, Dan and Corey welcome Marc Chaikin back to the show. Marc is the founder of our corporate affiliate Chaikin Analytics and a market veteran of more than 50 years. Marc kicks off the show by explaining why he's bullish through the first quarter of next year, the implications behind a Federal Reserve rate-cutting cycle, the opportunity today in homebuilders and biotech, and what's happening in the bond market with the "bond vigilantes." He breaks down the three factors driving the market right now and lists a few "less obvious" sectors and companies that are benefiting from these factors. (1:04) Next, Marc discusses his Power Gauge system and how it gives you an inside look into what folks on Wall Street are doing. After, he delves into how the current AI boom resembles the dot-com boom, a "mini bubble in the making" for data-management company Oracle, and China being behind gold's soaring price. Using the Power Gauge in real time, Marc gives listeners several gold-mining and construction stocks that are rated bullish by his system. (18:31) Finally, Marc reminds listeners that small caps were the real winners when the dot-com bubble burst, so that could happen again when the AI bubble inevitably bursts. This leads to a conversation about the late investment adviser Marty Zweig and his timeless advice for investors. Then, to close the show out, Marc speaks about the significance of this leg of the bull market being fueled by capital spending rather than customers... millennials investing in stocks... and fundamentals not mattering for younger investors. (36:39)

Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense? Robert Bryce has spent a lot of time thinking about this question. He's a journalist and energy analyst who's spent years digging into power grids, critical minerals, and U.S.-China supply chains. He's also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry. In this episode, Robert and I discuss: - China's stranglehold on rare earths and magnet manufacturing - Can the U.S. reshore mining? - The long, costly road to new copper supply - Why the AI/data-center boom is really a natural-gas story Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader's reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

This week, we cover Oracle's OpenAI deal, the RubyGems drama, and Atlassian buying DX. Plus, does anyone still use widgets? Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) 539 (https://www.youtube.com/live/ptnxBcE_6FQ?si=lapKMarRCBFbeAET) Runner-up Titles It's a two knob problem The healthy jaundice of success My homework is to go home Are you enjoying the widgets? I get you on the Ponzi Scheme Hanlon's Razor strikes again Blogging: Hardest form of social media Rundown Oracle Exclusive | Oracle, OpenAI Sign Massive $300 Billion Cloud Computing Deal (https://www.wsj.com/business/openai-oracle-sign-300-billion-computing-deal-among-biggest-in-history-ff27c8fe) Oracle and OpenAI are full of crap (https://bsky.app/profile/edzitron.com/post/3lynpe7zmas2k) OpenAI doesn't have the cash to pay Oracle $300 billion — raising it will test the very limits of private markets (https://sherwood.news/markets/openai-doesnt-have-the-cash-to-pay-oracle-usd300-billion-raising-it-will/) Nvidia stock jumps on $100 billion OpenAI investment as Huang touts 'biggest AI infrastructure project in history (https://finance.yahoo.com/news/nvidia-stock-jumps-on-100-billion-openai-investment-as-huang-touts-biggest-ai-infrastructure-project-in-history-171740509.html) Ruby Central Takes Over RubyGems (https://mjtsai.com/blog/2025/09/23/ruby-central-takes-over-rubygems/) Atlassian Atlassian acquires DX, a developer productivity platform, for $1B (https://techcrunch.com/2025/09/18/atlassian-acquires-dx-a-developer-productivity-platform-for-1b/) Atlassian acquires developer productivity startup DX for $1B (https://siliconangle.com/2025/09/18/atlassian-acquires-developer-productivity-startup-dx-1b/) The AI Shift: Static Software vs. Living AI Systems (https://cloudedjudgement.substack.com/p/clouded-judgement-91925-the-ai-shift) RSS co-creator launches new protocol for AI data licensing (https://techcrunch.com/2025/09/10/rss-co-creator-launches-new-protocol-for-ai-data-licensing/) Nvidia to Invest $5 Billion in Intel, Furthering Trump's Turnaround Plan (https://www.wsj.com/tech/ai/nvidia-intel-5-billion-investment-ad940533?mod=hp_lead_pos1) Relevant to your Interests Tesla Wants Out of the Car Business (https://www.theatlantic.com/technology/archive/2025/09/tesla-elon-musk-master-plan-robotaxi/684122/) Google is shutting down Tables, its Airtable rival | TechCrunch (https://techcrunch.com/2025/09/11/google-is-shutting-down-tables-its-airtable-rival/) Oracle's stock pump, Meta's $600B, Bronny Ellison and Warner Bros, European stereotypes (https://platformonomics.com/2025/09/platformonomics-tgif-99-september-12-2025/) Atlassian goes cloud-only, customers face integration issues (https://www.theregister.com/2025/09/09/atlassian_will_go_cloudonly_customers/) Getting a slice of the Kubernete$ management pie (https://newsletter.cote.io/p/getting-a-slice-of-the-kubernete) Cote on Multicloud (https://cote.io/2025/09/14/i-think-this-means-thing.html) ServiceNow Says Windsurf Gave Its Engineers a 10% Productivity Boost (https://bsky.app/profile/thenewstack.io/post/3lyvqw6lc6522) Most Work is Translation (https://open.substack.com/pub/aparnacd/p/most-work-is-translation?r=2d4o&utm_medium=ios) Microsoft warns users that Windows 10 is in its final days (https://go.theregister.com/feed/www.theregister.com/2025/09/16/windows_10_final_countdown/) How to use Tahoe's new Use Model shortcut to summarize articles (https://cote.io/2025/09/16/how-to-use-tahoes-new.html) Credit scores drop at fastest pace since the Great Recession | CNN Business (https://www.cnn.com/2025/09/16/economy/debt-credit-score-student-loans) Workday to buy AI firm Sana for $1.1 billion as HR software deal-making heats up (https://www.reuters.com/business/workday-buy-ai-firm-sana-11-billion-hr-software-deal-making-heats-up-2025-09-16/) Wasm 3.0 Completed - WebAssembly (https://webassembly.org/news/2025-09-17-wasm-3.0/) Exclusive: AI's ability to displace jobs is advancing quickly, Anthropic CEO says (https://www.axios.com/2025/09/17/anthropic-amodei-ai) From the facepalm community on Reddit: Meta's live AI cooking demo fails spectacularly (https://www.reddit.com/r/facepalm/s/VI8YmDY29p) Meta CTO explains the cause of its embarrassing smart glasses demo failures (https://www.engadget.com/wearables/meta-cto-explains-the-cause-of-its-embarrassing-smart-glasses-demo-failures-123011790.html) New H-1B rules sparked weekend chaos (https://www.morningbrew.com/stories/2025/09/22/new-h-1b-rules-sparked-weekend-chaos) The Man Calling Bullshit on the AI Boom (https://www.readtpa.com/p/the-man-calling-bullshit-on-the-ai?utm_campaign=post&utm_medium=web) Trump's H-1B visa fee isn't just about immigration, it's about fealty (https://www.theverge.com/report/782289/trumps-h-1b-visa-fee-isnt-about-immigration-its-about-fealty) Vivaldi takes a stand: keep browsing human | Vivaldi Browser (https://vivaldi.com/blog/keep-exploring/) Zoom Bets on Agentic AI With AI Companion 3.0 Amid Sluggish Growth (https://diginomica.com/zoom-unveils-ai-companion-30-betting-agentic-ai-drive-enterprise-growth) The Secret Service has dismantled a telecom threat near the UN. It could have disabled cell service in NYC (https://www.pbs.org/newshour/nation/the-secret-service-has-dismantled-a-telecom-threat-near-the-un-it-could-have-disabled-cell-service-in-nyc) Enterprise AI Looks Bleak, But Employee AI Looks Bright (https://www.dbreunig.com/2025/09/15/ai-adoption-at-work-play.html) Obot AI Secures $35M Seed to Build Enterprise MCP Gateway - obot (https://obot.ai/obot-ai-secures-35m-seed-to-build-enterprise-mcp-gateway/) Announcing the 2025 DORA Report | Google Cloud Blog (https://cloud.google.com/blog/products/ai-machine-learning/announcing-the-2025-dora-report/) Conferences Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), NYC November 3-5, London November 17-19 SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Task (https://www.rottentomatoes.com/tv/task) Matt: OpenCore Legacy Patcher (https://dortania.github.io/OpenCore-Legacy-Patcher/) Photo Credits Header (https://unsplash.com/photos/black-ipad-on-white-table-Sw-JgeAosME)

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction (02:26) AI Boom and Market Implications(08:35) Electricity Consumption and AI(16:43) Drafting Future Share Cannibals(21:09) Criteria for Selecting Share Cannibals(41:39) Mark Leonard's Legacy and Constellation Software(47:10) Yelp's Business Model and Market Position(53:15) Compass's Disruption in Real Estate(59:14) Listener Questions *****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

China has released a nationwide policy guideline to promote the development and application of artificial Intelligence. The guideline aims to integrate and commercialize AI across six key areas: technology, industry, consumer upgrades, public welfare, governance, and international cooperation. According to the plan, the adoption rate of AI technology in smart devices is expected to reach 70% by 2027 and 90% by 2030. What does China's AI Plus initiative really mean? How does it tie into China's national strategy? What does it mean for schools, jobs, and global competition?

Sustainable Stock and ETF Picks September 2025. Includes reviews of solar, wind, green and sustainable stocks, dividend stocks, and ETFs. By Ron Robins, MBA Transcript & Links, Episode 159, September 26, 2025 Hello, Ron Robins here. Welcome to my podcast episode 159, published on September 26, 2025, titled “Sustainable Stock and ETF Picks September 2025.” This podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. I have a great crop of 15 articles for you in this podcast! Note: Some companies are covered more than once. ------------------------------------------------------------- Can Solar Power the AI Boom? Top Stocks to Watch This podcast edition is going to be heavy on solar stocks. And for good reason! I'm beginning with this article titled Can Solar Power the AI Boom? Top Stocks to Watch on finance.yahoo.com. It's by Ethan Feller and originally published on zacks.com. Here are some quotes. “It's hard to overstate how attractive solar stocks look right now, even without considering the potential AI infrastructure catalyst… the stocks highlighted here have already shown powerful momentum year-to-date. 1. SolarEdge Technologies (SEDG) With shares trading at depressed valuations and demand for utility-scale inverters likely to rebound, SolarEdge Technologies offers contrarian upside if execution improves. Though it isn't yet reflected by the Zacks rank, SolarEdge Technologies currently has a Zacks Rank #3 (Hold) rating, it has experienced some significant revisions higher to its earnings estimates… Sales are also projected to grow by more than 24% both this and next year. 2. Nextracker Inc. (NXT) As the leading provider of solar trackers, Nextracker directly benefits from the shift to utility-scale projects. Its technology boosts panel efficiency and lowers costs, making it a natural winner as large-scale solar buildouts accelerate. The stock has moved significantly higher this year, up 85%, yet the company still trades at just 16.6x forward earnings. 3. Sunrun (RUN) A pure play on residential solar Sunrun has struggled under higher interest rates. But as financing conditions ease and consumer adoption of solar-plus-storage grows, Sunrun could be positioned for a strong recovery. Based on recent revisions, earnings are expected to inflect meaningfully positive over the next year. 4. Array Technologies (ARRY) Like Nextracker, Array builds solar tracking systems that enhance utility-scale efficiency. With a global footprint and strong backlog, Array offers solid exposure to the utility-scale solar buildout at a reasonable valuation. With earnings projected to grow 21.6% annually over the next three to five years and a forward earnings multiple of 14.2x, Array boasts a Price/Earnings to Growth ratio of 0.66. The combination of strong growth and reasonable valuation offers a compelling risk reward opportunity. 5. Shoals Technologies Group (SHLS) Shoals specializes in balance-of-system components — wiring, connectors, and infrastructure that every solar farm needs. Its recurring demand base and high margins make it a steady, less flashy way to play the solar boom. Shoals Technologies Group is in an especially advantaged vertical and is the only name in the group with a Zacks Rank #2 (Buy) rating, reflected by upward trending earnings revisions. Solar's Role in Powering the AI Revolution If AI data centers really do scale toward hundreds of gigawatts of demand, solar will almost certainly claim a portion, and potentially large share of that market, making now an opportune time to consider exposure to the sector before the market fully prices in this growth.” End quotes. ------------------------------------------------------------- 3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity Continuing on the solar power theme is this article. It's titled 3 Stocks to Buy as Solar Power Set to Drive 50%+ of New Capacity on finance.yahoo.com. I had to include it as the author is a favourite on this site. Her name is Aparajita Dutta. Here are some quotes on her picks. “Positive projections from the Energy Information Administration show solar powering over half of new U.S. electricity generation in 2025, signaling a rebound. While headwinds remain, growing demand and installation trends should sustain U.S. solar industry momentum. 1. Sunrun (RUN) Based in San Francisco, CA, the company develops, owns, manages and sells residential solar energy systems… The Zacks Consensus Estimate for Sunrun's 2025 revenues indicates an improvement of 11.2% from the prior-year reported figure… The company currently sports a Zacks Rank #1 (Strong Buy). Sunrun Inc. (RUN): Free Stock Analysis Report. 2. Shoals Technologies (SHLS) Based in Portland, TN, the company manufactures a diverse portfolio of solar balance of systems products, including combiner/re-combiner boxes, disconnect boxes, custom harnessing solutions, junction boxes, wire, in-line fuses and racking and monitoring solutions… The stock boasts a long-term (three-to-five years) earnings growth rate of 24%. The Zacks Consensus Estimate for 2025 sales indicates an improvement of 15.3% from the prior-year reported figure. The company currently carries a Zacks Rank #2 (Buy). Shoals Technologies Group, Inc. (SHLS): Free Stock Analysis Report. 3. Tigo Energy Inc.(TYGO) Based in Campbell, CA, the company is a provider of intelligent solar and energy storage solutions. On Sept. 2, 2025, Tigo Energy announced that its three-phase Tigo EI Residential solution has successfully completed mandatory compliance testing with a Slovak distribution system operator. This certification confirms that the solution complies with local grid requirements and Slovak regulatory standards, ensuring safe, efficient, and innovative solar energy management… The Zacks Consensus Estimate for 2025 sales indicates an improvement of 91.9% from the prior-year reported figure… It currently carries a Zacks Rank #2. Tigo Energy, Inc. (TYGO): Free Stock Analysis Report.” End quotes. ------------------------------------------------------------- Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs This next article is a useful compilation in chart form of the top sustainable ETFs. It's titled Green ETFs 2026, Best Sustainable ETFs USA, Top Environmentally Friendly ETFs on garadesud.md. It's by Barrett Schaefer. “The sustainable investing ETF list below highlights the top funds known for eco-conscious selections and healthy returns. ETF Name Focus Area Expense Ratio 1-Year Return (%) Carbon Footprint Reduction (%) Dividend Yield (%) iShares Global Clean Energy ETF (ICLN) Renewable Energy 0.42% 18.4 45 1.5 Vanguard ESG U.S. Stock ETF (ESGV) ESG Broad Market 0.12% 15.7 38 1.8 SPDR S&P 500 ESG ETF (EFIV) Low Carbon Footprint 0.10% 14.8 50 1.9 Invesco Solar ETF (TAN) Renewable Energy - Solar 0.69% 22.2 48 0.3 iShares MSCI USA ESG Optimized ETF (ESGU) ESG USA Market 0.15% 16.0 40 1.6 First Trust NASDAQ Clean Edge Green Energy ETF (QCLN) Clean Energy Tech 0.60% 19.0 43 0.0 BMO Clean Energy ETF (CLNR) Renewable Energy 0.55% 20.1 46 1.2 Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) ESG USA Market 0.10% 15.2 42 1.7 Global X Renewable Energy Producers ETF (RNRG) Renewable Energy 0.68% 21.5 47 1.0 iShares ESG Aware MSCI USA ETF (ESGU) ESG Broad Market 0.15% 15.9 39 1.6 “ End quotes. ------------------------------------------------------------- A few Top Sustainable Dividend-Paying Stocks for September 2025 1. Why United Parcel Service is a Top Socially Responsible Dividend Stock (UPS) on nasdaq.com. By BNK Invest. Quote. “United Parcel Service Inc (Symbol: UPS) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 7.4% yield.” End quote. 2. PFG Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com. By The Online Investor Staff. Quote. “Principal Financial Group Inc (NASDAQ: PFG) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… [with] a strong 3.9% yield.” End quote 3. TXN Named A Top Socially Responsible Dividend Stock on nasdaq.com. By BNK Invest. Quote. “Texas Instruments Inc. (Symbol: TXN) has been named a Top Socially Responsible Dividend Stock by Dividend Channel… including a strong 3.2% yield.” End quote. ------------------------------------------------------------- Renewable Energy Dividend Stocks: A Double Win of Green Investment This last article is titled Renewable Energy Dividend Stocks: A Double Win of Green Investment on nai500.com. It's by Sunlight Xiang. Here are a few quotes on the picks. “1. Brookfield Renewable Partners (NYSE: BEP) With a market cap of $7 billion and a dividend yield of 5.89%, it is one of the world's largest renewable energy platforms. It operates over 5,300 power generation facilities across four continents, with a total generation capacity of nearly 40 gigawatts (GW). While it is a leader in hydroelectric power, it is actively expanding into wind, solar, and energy storage. In July 2025, it signed a 3 GW hydroelectric supply agreement with Google's parent company, Alphabet, setting a record for corporate hydroelectric procurement. The company expects continued cash flow growth and has a project pipeline of 24 GW. Its investment-grade balance sheet and conservative dividend payout ratio support its expansion capabilities. Combining its dividend yield and growth potential, its expected annualized return is around 15%. 2. NextEra Energy (NYSE: NEE) Although its subsidiary XPLR Infrastructure suspended its dividend, the parent company maintains a strong dividend track record: it has increased its payout for 30 consecutive years, with a compound annual growth rate of 10% since 2007. Its dividend yield stood at 3.2% in mid-2025, roughly double the S&P 500 average. This Fortune 200 company, which owns the largest utility in the U.S. (Florida Power & Light), added 1.1 GW of solar, wind, and storage capacity in the second quarter of 2025, with capital expenditures reaching $2 billion. Despite policy headwinds, it added 3.2 GW to its project backlog during the quarter, bringing the total backlog to approximately 30 GW (compared to 38 GW of operating capacity). 3. Clearway Energy (NYSE: CWEN) Boasting a market cap of $3 billion and a dividend yield of 7.52%, it owns nearly 12 GW of renewable energy capacity, in addition to operating 2.8 GW of natural gas generation facilities and district energy systems. Long-term PPAs ensure stable cash flow, and its annual dividend is expected to grow by 5% to 8% in the coming years. Although it paused a 200-megawatt solar project in Hawaii due to wildfire risks, it reached a deal in April 2025 to supply power to Microsoft from its planned 335-megawatt Mount Storm wind farm project in West Virginia. Thanks to its close ties with project developer Clearway Energy Group, it has access to a 30 GW project pipeline. A reasonable dividend payout ratio and ample liquidity underpin its resilience.” End quotes. ------------------------------------------------------------- More articles with Sustainable Investment Picks for September 2025 from around the world. 1. Title: Sempra Named Top Socially Responsible Dividend Stock with 3.1% Yield on ainvest.com. By BNK Invest. 2. Title: 3 Alternative Energy Stocks to Watch Amid Impacts of Policy Shift on finance.yahoo.com. By Aparajita Dutta. 3. Title: Boston financial group launches tool to promote Biblical… on wng.org. By Christina Grube. 4. Title: Is Ethereum's $5,000 Breakout a Sustainable Investment Opportunity or a Market Overextension? On ainvest.com. By BlockByte. 5. Title: GE Vernova (GEV) Gets Price Target Boost Amid Stronger Outlook on msn.com. By Neha Gupta. 6. Title: ESG lives on: Sustainable fund picks for every investment style on trustnet.com. By Emmy Hawker. 7. Title: Solar Stocks: Trump Guidance Offers New Dawn. This Is The Next Growth Driver. On investors.com. By Kit Norton. 8. Title: Top Wind Energy Stocks to Consider For Solid Returns & Portfolio Growth on finance.yahoo.com. By Avisekh Bhattacharjee. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Sustainable Stock and ETF Picks September 2025.” Please click the like and subscribe buttons 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 tumultuous times! Contact me if you have any questions. Thank you for listening. My next podcast will be on October 24th. See you then. Bye for now. © 2025 Ron Robins, Investing for the Soul

In dieser Folge nehmen Luisa und Tina euch wieder mit hinter die Kulissen der Podcast-Welt. Freut euch auf alles, was gerade so abgeht: Von überraschenden Markt-News – wie plötzlichen Abschieden großer Player oder spannenden Zusammenschlüssen – bis hin zu nerdigen Deep Dives in die neuesten Podcast-Studien und echte Insights dazu, wie, wann und warum überhaupt Podcasts heute gehört werden.Links:https://www.ranieriandco.com/post/wondery-we-owe-you-onehttps://www.hollywoodreporter.com/business/digital/ai-podcast-start-up-plan-shows-1236361367/https://podnews.net/extras/download/podcast-study-growth-2025Podcast-Tips:Nicht mehr mein Land (ARD), Deutsches Denken - Rechte Intellektuelle in der Bundesrepublik (Zeitfragen.Feature DLF),The Turning Season 3 (iHeart), Pivot - Scott Free August,Hands Tied (BBC),Murder in Perugia (co-production of OnePodcast and Worldcrunch),Crimes of the Times (LA TIMES) 3.Staffel: Pandora's Box Hosted on Acast. See acast.com/privacy for more information.

Show Notes: Uday Turaga runs ADI Analytics, a boutique firm specializing in oil and gas, energy, and chemical industries. ADI Analytics was founded in 2009, has 20 employees, and operates globally. The firm focuses on the value chain across oil and gas, energy, and chemicals, including upstream exploration, midstream natural gas and LNG markets, downstream fuels, power utilities, and energy transition. In 2017, ADI Analytics acquired Chemical Market Resources, expanding its capabilities in the chemicals and materials spaces. Oil and Gas Projects Uday discusses various oil and gas projects, including work with large oil and gas majors like Exxon, BP, and Shell. ADI Analytics helps refining independents explore export markets in Latin America due to the US refining complex's gasoline surplus. The firm conducts feasibility studies for LNG export terminals on the US Gulf Coast, analyzing competitive positioning, technology, risks, and financing. He explains that scenario planning for an oil major focuses on long-term energy demand, and how it can be affected by the growing demand for natural gas from data centers and emerging markets globally. About ADI Analytics  Uday talks about ADI Analytics. They work with large chemical players like BASF, Dow, and SABIC, covering the entire value chain, and help them on the feedstocks conversion into key building blocks in the chemicals industries, such as olefins, aromatics, and then all the derivatives, and further down into plastics, polymers and and how those plastics and polymers end up in our lives as consumers. He explains why the chemical industry is distressed, and how the firm helps clients understand the cost competitiveness of different chemicals globally and the impact of energy transition on the industry. Projects include due diligence for private equity firms on specialty chemical and materials markets and mapping the impact of energy transition on supply chains. Data Center Growth in the US Uday provides an overview of the data center landscape, noting the significant growth in data center capacity in the US Hyperscalers are building larger data centers, often in non-traditional locations like Texas, Oklahoma, and Louisiana, driven by the need for secure energy and power. He explains how large the demand for electricity from data centers is with hyperscalers requiring up to a gigawatt of power, which is challenging to secure. Energy needs between households and data centers are compared to give an example of the scale needed. However, the process of adding new power generation capacity to the grid is slow, with interconnection queues taking multiple years, leading to delays in meeting data center power needs. Energy Sources and Strategies for Data Centers  Hyperscalers are pursuing various strategies to secure power, including building data centers in non-preferred locations, partnering with utilities, and investing in early-stage technologies like geothermal and small modular nuclear reactors. Uday discusses the challenges of securing power for data centers, including the need for significant new power generation capacity and the difficulties in connecting to the grid. The conversation highlights the importance of low-carbon energy sources for data centers, with interest in geothermal, nuclear, and hydrogen. ADI Analytics is involved in projects helping tech companies identify sources of low-carbon energy and exploring opportunities for oil and gas majors in the power generation space. Geothermal Energy and Small Modular Nuclear Reactors Uday explains the potential of geothermal energy, including traditional hydrothermal resources and advanced geothermal systems (EGS). EGS involves drilling deep into the Earth's surface to extract heat, but the technology is still in development and faces challenges like high costs and engineering complexities. Small modular nuclear reactors (SMRs) are gaining interest due to growing electricity demand from data centers and industrial electrification. The conversation covers the regulatory and permitting challenges for SMRs, the need for innovation in nuclear power, and the potential for these technologies to address energy needs. Politics and Policy on Energy Projects The conversation turns to the impact of political and policy decisions on energy projects, including the opposition to renewable energy projects and support for nuclear power. Uday highlights the need for a balanced energy policy that supports all forms of energy, recognizing the unique advantages and challenges of each technology. He emphasizes the importance of allowing markets to determine the most competitive energy solutions, rather than imposing political or regulatory barriers. The discussion concludes with a call for a more cohesive and market-driven energy policy to meet the diverse energy needs of the future. Timestamps 02:22 Oil and Gas Project Examples  04:56: Chemical Industry Projects 08:16: Data Center Trends and Challenges  23:45: Energy Sources and Strategies for Data Centers 25:28: Geothermal Energy and Small Modular Nuclear Reactors  33:18: Political and Policy Considerations  Links: ADI Analytics website: www.adi-analytics.com  LinkedIn: https://www.linkedin.com/in/turaga/   Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com.  

In this episode of Tank Talks, host Matt Cohen is joined by John Ruffolo to dive into a wide range of topics affecting Canada's economy, from energy and tech to blockchain. They discuss the government's announcement of major projects like LNG Canada's expansion and the critical need for nuclear energy. The conversation also touches on Canada's role in the global energy market, especially with the growing importance of renewables and the challenges of balancing carbon-based energy.The episode shifts to AI and blockchain, exploring how Canada can stay competitive in the tech race. They also dive into the rise of stablecoins in Canada with Tetra Digital Group's new Canadian peg stablecoin aimed at transforming B2B payments. Lastly, the episode examines the increasing presence of Canadian executives in U.S. tech companies and the risks of overvaluation in the AI startup space.A Quick Word from our Sponsor, FaskenAt Fasken, our clients don't wait for the future. They build it. As the first and largest dedicated emerging tech practice in Canada, our team is composed of founders, ex in-house counsel, developers and business advisors who have guided clients from startup, to scale-up, to exit. The trust of our clients has enabled us to consistently rank at the top of every major Canadian M&A, Capital Markets and Venture Capital league table. With deep industry knowledge and experience across all areas of emerging and high growth technology including ClimateTech, MedTech, Artificial Intelligence, Fintech, and AgTech we're your partners within the innovation ecosystem as you transform the landscape of what's possible.Tomorrow starts here. Own it with us.For more information, visit fasken.com/emergingtech and follow us on LinkedIn.LNG, Nuclear & Energy Future: Canada's Next Big Steps (00:07:13)Matt and John discuss the announcement of major energy projects in Canada, including LNG Canada's expansion and the importance of investing in nuclear energy for the future.Stablecoin Innovation: The Canadian Peg Stablecoin (00:15:01)Tetra Digital Group in Calgary launches a Canadian peg stablecoin set to revolutionize B2B payments. John and Matt explore how it could impact Canada's financial landscape.Opendoor's New CEO: Canadian Leadership in U.S. Tech (00:18:25)Opendoor appoints a Canadian executive as CEO, sparking a conversation about the growing influence of Canadian tech talent in major U.S. companies.AI Valuations: Are We Heading for a Tech Crash? (00:25:39)With the AI boom in full swing, Matt and John examine the potential for overvaluation and the risks of an AI bubble, echoing insights from Vinod Khosla on market “carnage.”AI's Future: Innovation or Overhype? (00:26:15)Matt and John delve into the power law of investing, discussing how capital is flowing into AI and why only a few companies will win big while many others will fail.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ 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

How much do foundation models matter?  It might seem like a silly question, but it's come up a lot in conversations with AI startups, which are increasingly comfortable with businesses that used to be dismissed as “GPT wrappers,” or companies that build interfaces on top of existing AI models like ChatGPT. Also, following its long-awaited launch of lossless streaming for paid subscribers, Spotify is upgrading its service for free users, too. On Monday, the company announced that free users globally will now be able to search and play any song they want or play a song shared by a friend or an artist they follow on social media. And AI-powered chatbots are playing a growing role in spiritual life. A New York Times story that examined the popularity of religious chatbots and apps. For the most part, these apps are supposed to point people to religious doctrine and scripture to answer their questions, although at least one website purports to allow users to chat with God. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed's shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Join us at Digital Asset Summit in London October 13-15. Use code FORWARD100 for £100 OFF https://blockworks.co/event/digital-asset-summit-2025-london __ Weekly Roundup Charts: https://drive.google.com/file/d/1ogspUIuKxnHZh7REVA9tKpo7tyPCA52W/view?usp=sharing — This Forward Guidance episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHFelix Learn more about the VanEck Fabless Semiconductor ETF (SMHX): vaneck.com/SMHXFelix — Timestamps: (00:00) Introduction (02:40) DAS London (02:59) Inflation Update (08:15) No High-Yield Problem (12:11) Rate Cuts vs Inflation (13:40) VanEck Ad (14:24) Rate Cuts vs Inflation (15:40) Problems in the Labor Market (20:35) Small-Caps & Productivity Boom (23:05) Fiscal Dominance & Inflation (26:46) VanEck Ad (27:27) SPX Implied Vol & Market Structure (32:12) AI Boom & CapEx (38:24) Bipolar Market Outcomes (42:17) Centralization vs Diversification (49:11) What's Next for Markets? (52:56) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around. Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

A new study from Common Sense Media, a group that studies and advocates for using screens and digital media sensibly, found that 70 percent of teens have used AI companions, platforms designed to serve as “digital friends.” As the technology gets more sophisticated, experts worry about AI's potential to exacerbate crises of loneliness and youth mental health. Brandon Jones, the executive director of the Minnesota Association for Children's Mental Health, joined Minnesota Now to share more about this. Hear more from our special series on AI in schoolsPerspective from a Minnesota teacher turned AI education consultantSt. Paul teacher says it's 'like bringing a forklift to the gym'Minnesota high school student weighs the benefits and pitfalls of AI

Want to grow your business? Download your free roadmap today: coltivar.com/growth Major moves and market momentum in this week's top financial stories, including: Stocks Rally as Fed Cut NearsJob Growth Revised Sharply LowerMortgage Rates Hit 11-Month LowOracle Signs $300B Deal with OpenAISaudi Arabia Bets Big on SolarTune in for smart commentary, sharp context, and the financial insight you need to lead in a changing world — only on FinWeekly._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

I visited the Bay Area again after a year for another round of talks and visits. The AI boom is entering its third year. In some ways, that is young. To compare, the mobile boom at three years had yet to see the iPhone 4. The App Store was just taking off. Year three for the AI Boom feels different. It feels like things are becoming for sure. Certain assumptions and feelings are locking in. At the same time, the OpenAI dream has fired up a new generation of builders. And for that reason, I think Silicon Valley is more exciting than it has been for many years. As always, this write-up is all about vibes. No data. But the thing to realize is that we must embrace the vibes. Since that's how things seem to operate nowadays.

I visited the Bay Area again after a year for another round of talks and visits. The AI boom is entering its third year. In some ways, that is young. To compare, the mobile boom at three years had yet to see the iPhone 4. The App Store was just taking off. Year three for the AI Boom feels different. It feels like things are becoming for sure. Certain assumptions and feelings are locking in. At the same time, the OpenAI dream has fired up a new generation of builders. And for that reason, I think Silicon Valley is more exciting than it has been for many years. As always, this write-up is all about vibes. No data. But the thing to realize is that we must embrace the vibes. Since that's how things seem to operate nowadays.

AI Daily Rundown: September 11th, 2025Hello AI Unraveled listeners, and welcome to today's news where we cut through the hype to find the real-world business impact of AI.Today's Headlines:☁️ OpenAI signs $300 billion cloud deal with Oracle

Jeff Dornik, founder and CEO of Pickax and host of The Jeff Dornik Show, breaks down a stark warning from one of the pioneers of computer science. According to this expert, artificial intelligence is set to cause extreme unemployment across multiple industries, wiping out millions of jobs, while at the same time driving corporate profits to record highs. Jeff explores what this means for workers, the economy, and whether America is prepared for the seismic shift AI is about to unleash.

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Bill Mazzetti of Rosendin to break down the explosive growth of AI-driven data centers, behind-the-meter power strategies, and the future of energy infrastructure in the U.S. From Abilene's gas-turbine projects to modular nuclear, battery mandates, and California's near-blackout save, this episode dives into why utilities, tech, and energy sectors must now collaborate like never before. Mazzetti, a 40-year veteran, shares real-world insights, regulatory hurdles, and why modular nuclear is a “when, not if” solution for grid-hungry AI.This was an enlightening discussion around data center, natural gas, and real-world problems. It is clear that Bill has the solutions lined up and can hit the ground running. Having a leader like Rosendin running a project can make it happen on time and on budget. I really enjoyed his wide knowledge base of the entire data center rollout from a project standpoint. Having them lead your project could save millions, and in this AI Data Center race Connect with Bill on his LinkedIn: https://www.linkedin.com/in/bill-mazzetti-8b66311/Check out Rosendin Data Center: https://www.rosendin.com/Highlights of the Podcast 00:00 - Intro00:40 – Bill's Data Center Journey01:21 – U.S. Data Center Hotspots03:33 – Stargate Abilene & Behind-the-Meter Power05:20 – Load Interactive Grid Planning06:36 – ERCOT Rules & Real-World Grid Saves08:33 – Fuel Choices: Gas, Renewables & SMRs11:44 – Cloud Growth Beyond AI12:24 – Turbine Shortages & Project Planning13:40 – Grid Strain Is Broader Than Data Centers15:26 – Oilfield Innovation Meets Data Infrastructure17:50 – Nuclear's Regulatory Wall19:32 – Transmission Bottlenecks & Urban Realities21:03 – Cleaner Power & Carbon Capture21:29 – Bill's Return Invite22:25 – Contacting Bill Mazzetti23:14 – Wrap-Up & ThanksFull Transcript: https://theenergynewsbeat.substack.com/

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Listen Now: Listen and subscribe to Morningstar's The Long View from your mobile device: Apple Podcasts | SpotifyOur guest on the podcast today is Joe Davis, global chief economist at Vanguard and global head of the firm's Investment Strategy Group. He chairs the firm's Strategic Asset Allocation Committee, which governs multi-asset class investment solutions. And he is a member of the senior portfolio management team of Vanguard's Fixed Income Group. Joe is the author of a new book called Coming Into View: How AI and Other Megatrends Will Shape Your Investments. Joe earned his B.A. from St. Joseph's University and his master's and Ph.D. in economics at Duke University.BackgroundBioComing Into View: How AI and Other Megatrends Will Shape Your InvestmentsTariffs and Treasury Bonds“Tariffs and Market Volatility: Perspectives for Investors,” by Joe Davis, vanguard.com, April 7, 2025.“Vanguard Warns of 9% Treasury Bond Yields if Deficits Keep Ballooning,” by Sam Bourgi, investorsobserver.com, June 17, 2025.“US Equity Outperformance,” video commentary by Joe Davis, vanguard.com, Feb. 4, 2025.Artificial Intelligence and Megatrends“America Needs an AI Boom to Grow Out of Our Debt Problem. There Is No Guarantee,” by Joe Davis, barrons.com, May 23, 2025.“AI's Impact on Productivity and the Workforce,” by Joe Davis, vanguard.com, March 4, 2025.“Active Investing? Don't Overlook Value in the Age of AI,” by Joe Davis, vanguard.com, Feb. 20, 2025.“Megatrends and the US Economy, 1890-2040,” by Joe Davis, Lukas Brandl-Cheng, and Kevin Khang, papers.ssrn.com, June 10, 2024.Other“Joe Davis: ‘We Will See China-Like Growth for a Time in the United States,'” The Long View podcast, Morningstar.com, April 14, 2021.

PLUS: Chasing productivity and happiness in a time of return-to-the office orders; Palestinian-Canadians say a program meant to help bring family to Canada from Gaza is failing; The Roses are back, but should you watch this dark comedy remake?; Why the Sims is still thriving, 25 years after its debut; and Riffed from the Headlines, our weekly musical news quiz.

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)

US AI chipmaker Nvidia, the world's most valuable company, posted record $46 billion sales in the latest quarter, showing strong demand from clients like OpenAI, Microsoft, Amazon, Alphabet and Meta. However, the company's lack of shipments of chips to China is clouding the horizon. In this edition, we explain the geopolitics affecting Nvidia's business. Plus, FRANCE 24's Yuka Royer speaks to France's Minister for Foreign Trade Laurent Saint-Martin about the country's dire public finances.

Nvidia, the world's most valuable company, reported another quarter of sustained sales growth in its earnings statement Wednesday, with $46.7 billion in revenue, a 56% increase compared to the same period last year. That growth was largely fueled by AI-dominated data center business, which saw a 56% year-over-year increase in revenue. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Will AI change everything, or are markets repeating the 1999 .COM bubble? In this insightful interview, Brett Rentmeester, Founder & Managing Director of WindRock Wealth Management, tells Maggie Lake why markets are caught between the explosive rise of AI and the crushing weight of debt and money printing. He warns that today's valuations echo the dot-com bubble, why most investors are dangerously underexposed to gold, silver, and farmland, and why these hard assets may be the ultimate safe haven.

Machine learning is already saving office workers from laborious research, but it also could herald the end of professional services' fee structure. In this Viewsroom podcast, Breakingviews columnists debate how lawyers, auditors and other consultants can mitigate the risk. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial intelligence is fueling a surge in electricity demand, and U.S. power companies are suddenly seeing a rare opportunity for new growth and investment from the tech industry. POLITICO's Debra Kahn breaks down this emerging tech-energy alliance and how the AI boom could actually be both a blessing and a curse for utility companies. Plus, EPA is planning to cancel a $7 billion program funding solar projects in low-income communities across the country. Debra Kahn is the editor of POLITICO's California Climate newsletter and author of Currents, a reported column about the energy, environment and climate debates. Nirmal Mulaikal is the co-host and producer of POLITICO Energy.  Alex Keeney is a senior audio producer at POLITICO.  Gloria Gonzalez is the deputy energy editor for POLITICO.  Matt Daily is the energy editor for POLITICO. For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Music courtesy of www.epidemicsound.com Learn more about your ad choices. Visit megaphone.fm/adchoices

David Faber and Jim Cramer engaged in wide-ranging discussion about President Donald Trump's Tuesday morning appearance on CNBC. The anchors reacted to what he had to say about everything from trade to who might replace Jerome Powell as Fed Chair. JPMorgan Chase responded to Trump's accusation that big banks discriminate against conservatives. Palantir -- this year's top performing stock on the S&P 500 -- jumped to a fresh record high on a blowout quarter fueled by AI. Also in focus: Earnings winners and losers including Caterpillar, which missed on the bottom line and said it expects up to $1.5 billion in tariff-related costs this year.  Squawk on the Street Disclaimer

We've seen this bubble before. Back in the late 90s, the dot-com boom sent company valuations through the roof, anything with “.com” in its name could raise millions overnight, whether it made money or not.    Then the bubble burst, wiping out trillions and leaving just a few giants like Amazon and Google standing. Fast forward to today, and it feels like déjà vu. AI is the new dot-com.    Companies with “AI” in the headline are hitting billion-dollar valuations before they've even launched a product. The hype, the FOMO, the money pouring into the sector, it's the same playbook, but just like the internet, when this bubble pops, only a few key players will survive, and the rest will be collateral damage.   In this episode, I dig into the wild parallels between the dot-com boom and the AI frenzy we're seeing today. I share stories of dot-com-era madness, the rise and fall of crypto and Non Fungible Tokens (NFTs), and what history can teach us about spotting real, lasting value in a sea of hype. AI is real, but the bubble around it is going to leave a lot of casualties before the dust settles.   Tune in for the stats, the case studies, and the lessons from past tech bubbles to ensure you don't catch a cold when this AI Bubble bursts!    Success and failure are both very predictable.   I hope you enjoy. This isn't a theory. It's a proven Blueprint.

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss what is going on with bitcoin, artificial intelligence, economy, stock market, how so many companies are beating on earnings, and why the interest rate cuts will be so bullish. ========================Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It's officially the rise of the retail investor. On September 12th in NYC, I'm hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We're bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.TICKETS: ⁠⁠⁠https://www.independentinvestor.co⁠⁠⁠/ (use promo code POMPYT25)=====================This episode is brought to you by Figure (https://figuremarkets.com/mobile/refer/CCI3O02A), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. Access interest rates starting at 9.9%, the lowest fixed interest rate in the industry at 50% LTVs all with decentralized custody which allows you to see a segregated, personal Bitcoin wallet with your Bitcoin in it on chain. Unlock your crypto's potential today. Download their app (https://figuremarkets.com/mobile/refer/CCI3O02A) and take out your Bitcoin backed loan (https://figuremarkets.com/mobile/refer/CCI3O02A) at industry low rates! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.=======================Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you're an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit www.bitwiseinvestments.com to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit www.bitwiseinvestments.com/disclosures/ to learn more.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Mike Ghaffary is a General Partner at Burst Capital, a venture capital firm specializing in early-stage investments in marketplace, software, and AI companies. With an impressive background spanning roles at Canvas Ventures and Social Capital, as well as co-founding Stitcher, he has been instrumental in the growth of companies like Yelp and Eat24, demonstrating his expertise in scaling businesses. Mike has a background in computer science and holds both a JD and MBA from Harvard, and he's invested in high-growth companies like Strava, Superhuman, Faire, and Optimizely. In this episode… The rise of artificial intelligence has sparked widespread anxiety about job displacement and economic upheaval. With rapid advancements outpacing traditional training models and workforce development, many are left asking: Will AI only benefit a select few, or can it create meaningful work opportunities for the broader population? Mike Ghaffary, a seasoned investor and founder in tech and marketplaces, believes AI has enormous potential to generate — not eliminate — jobs, if applied wisely. Drawing on historical parallels from the Industrial Revolution and the early internet era, Mike explains that while disruption is inevitable, new opportunities always emerge. He highlights the importance of equipping workers to collaborate with AI, especially in skilled trades like HVAC and electrical, which are essential to supporting infrastructure like data centers. Mike also cautions founders about the risks of chasing venture-scale growth at all costs, advocating instead for profitability and strategic patience. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Mike Ghaffary, General Partner at Burst Capital, about how AI will fuel job creation and transform Main Street. Mike also shares insights on scaling Eat24, landing a game-changing partnership at TrialPay, and why the future belongs to software-powered small businesses.

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. Squawk on the Street Disclaimer

Is AI finally ready for the enterprise? In this AI Infra Summit 2025 interview, Luke Norris, CEO of Kamawaza, reveals how Fortune 500 and Global 2000 companies are moving beyond AI experiments to real-world, production-level deployments—saving millions and reshaping industries.Luke shares insights from Kamawaza's groundbreaking work with over 20 Fortune 500 clients, including a live demo with the Department of Homeland Security and massive cost savings for major enterprises. Learn why consulting firms are feeling the heat, how the AI partner ecosystem is evolving, and what's next for enterprise AI—including game-changing breakthroughs in open-source models like Quen 3.0 and the rise of Model Context Protocol (MCP).

(July 30, 2025)DOJ finds UCLA violated Jewish students' civil rights. Why Americans can't chill out about ice-free European beverages. Who pays? AI boom sparks fight over soaring power costs. NYC shooting: How did a lone gunman breach security at one of New York's most secure skyscrapers?

Data centers are the digital world's beating heart—and they're hungry for power. With energy demand soaring from AI, cloud services, and high-performance computing, traditional grid infrastructure is struggling to keep up. Enter hydrogen.In this episode of The Hydrogen Podcast, host Paul Rodden dives deep into:

U.S. stocks are hitting all-time highs, but can the rally continue? According to Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, the answer is a resounding yes. In this high-energy interview, Adam makes the bullish case for American innovation, explains why AI is the most transformative force of our time, and names the companies poised to dominate the next decade. From autonomous trucking and warehouse robotics to Tesla's humanoid factory workers, Adam reveals the real-world AI applications already disrupting industries—and how investors can position for it. He also shares how he manages risk, takes profits, and navigates volatility in a market full of mixed signals.

Welcome back to Tank Talks! In this episode, host Matt Cohen and John Ruffolo dive deep into the latest developments at the intersection of AI, tech, finance, and Canadian sovereignty. From Canada's battle over data center sovereignty to the rapid rise of secondary funds in venture capital, Matt and John cover it all in a fast-paced, thought-provoking conversation.Canada's Looming Data Sovereignty Crisis (00:30)Matt and John kick things off with a critical discussion on Canada's data sovereignty issues. With foreign powers potentially controlling key Canadian data centers, they explore the risks and the urgent need for Canada to develop a more self-reliant infrastructure.The Great AI Infrastructure Rush (03:23)The Canadian pension funds (also known as the Maple 8) are making huge moves in the AI infrastructure space. But is this just the tip of the iceberg? Matt and John unpack the massive investments pouring into data centers and AI infrastructure, and what Canada could do to ensure it doesn't just become a resource extractor for foreign companies.The Growing Secondary Market: Northleaf's $663 Million Fund (07:56)Secondary funds are taking center stage in the private equity world. Northleaf Capital Partners recently raised $663 million for its secondary fund, and Matt and John break down the growing trend of secondary transactions in venture capital. Will more firms follow Northleaf's lead? Tune in to find out!The Issue of Zombie Assets in Venture Capital (10:57)John introduces the concept of “zombie assets” that are sitting stagnant in venture capital funds. These assets are causing liquidity problems, and Matt and John discuss how secondary funds like Northleaf are stepping in to help.Sovereignty and Stablecoins: A National Security Risk? (12:57)As the US dominates the stablecoin market, Matt and John discuss Canada's vulnerability in the crypto space. Should Canada be concerned about losing control of its monetary policy to foreign stablecoins and cryptocurrencies? The conversation takes a deep dive into how these digital assets are changing global financial power dynamics.Regulating Crypto and Stablecoins in Canada (16:42)John brings up a troubling development, Canada's slow response to the rise of stablecoins, and the risks of leaving its financial sovereignty at the mercy of foreign-backed assets. With the US moving fast on crypto regulation, what should Canada do to protect its financial system?A Wake-Up Call for Canadian Banks (19:47)Matt and John discuss the changing landscape for Canadian banks as crypto and stablecoins grow in popularity. What should Canadian financial institutions do to ensure they don't lose out on this emerging market? The hosts explore potential strategies for banks to adopt in response to the rapid growth of decentralized finance.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ 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

The tech bros of Silicon Valley are dominating the AI race, using the most advanced computer chips and US expertise. But there's an artificial intelligence boom underway in China giving them a run for their money.US President Donald Trump doesn't like it; he's vowing he won't allow America's adversaries to control the algorithms. Today, Kyle Chan from the global policy think tank the Rand Corporation on what's at stake in the battle for global AI dominance. Featured: Kyle Chan, post-doctoral researcher at Princeton University and an adjunct researcher at the Rand Corporation

Outrageous growth and not enough investor money? Jason Shapiro, founder of the Crowded Market Report, joins the Investing with IBD podcast to discuss why this sector is set to surge on the generative AI trade — but is often overlooked by investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand. Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia. They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators. This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia's head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Nvidia's Sustainability Report:Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottleMichael's piece on AI efficiency: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

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/

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