Podcasts about alibaba

Hemos cambiado el podcast y hecho unos cuantos ajustes. Pero aparte de eso, te ponemos al día de lo que se está barruntando en el ecosistema digital estas últimas semanas y que pone los pelos de punta en el nuevo Casual Friday edición 33 de Ecosistema Ecommerce.Si quieres llevar la innovación de tu empresa al siguiente nivel y aprovechar las oportunidades del comercio impulsado por la IA, Shopify te ofrece una plataforma integrada, flexible y preparada para crecer, capaz de conectar todos tus canales, con un checkout cuya tasa de conversión supera a la competencia hasta en un 36 %. Haz clic aquí y descubre cómo Shopify Enterprise puede transformar el futuro de tu negocio.Y mientras tanto, los gigantes se pelean por ver quién controla al que compra por ti, Bruselas se pone seria con los menores y en un laboratorio de IA unos agentes la han liado parda y han hackeado Hugging Face. En el episodio 508 de Ecosistema Ecommerce, Casual Friday #33 con Luis M. del Cerro, te contamos:Cómo unos agentes de OpenAI se saltaron su aislamiento, se coordinaron entre ellos y acabaron hackeando parte de los sistemas de Hugging Face.El bloqueo de Amazon a Muse, el agente personal de Meta y la guerra por la comisión de la compra.Accio, el agente de IA con el que Alibaba quiere hacerse con las pequeñas empresas que venden online.Lo que propone el EU KIDS Act cuentas propias a partir de los 15 años en RRSS y adiós al scroll infinito para menores.Y muchas otras cosas que te contamos sin filtros en este EP Casual Friday 33Patrocinadores del podcast:Monta tu plataforma de Ecommerce y centraliza todas tus ventas con Shopify: https://www.shopify.com Si quieres escalar tu ecommerce con una estrategia de partners más inteligente, entra en ⁠tradedoubler.com⁠.https://www.tradedoubler.com/

Natasha was on maternity leave with a newborn who cried until he was five months old, permanently thirsty, and completely fed up that the one drink bottle she owned had grown mould. She switched to drinking from a glass - hardly practical with two small kids - and mentioned to a friend, in passing, that she needed to find something better. Three or four weeks later that friend circled back: "That drink bottle thing you mentioned - are you still doing it?" That one question convinced Natasha there were more people like her out there. She launched Mode & Opal in late 2025 with a background in graphic design and corporate management, but zero e-commerce experience. In this episode, Natasha gets tactical about the moves that actually moved the needle: mining competitor reviews to design her offer, taking a product almost straight off the shelf to launch fast, and the single $3,900 press release that generated an estimated $400,000 in PR value and roughly 9 million views. What you'll learn in this interview: How a passing conversation with a friend - not a formal validation process - was the moment Natasha knew there was a real market for a better drink bottle Why she deliberately skipped long product development, took a well-reviewed bottle almost straight off Alibaba, and had her colours locked by the second sample - because her own frustration meant speed mattered more than perfection The competitor-review mining strategy: reading one- and two-star reviews of big-brand bottles to find the exact pain points (hard-to-clean straws, no replacement parts, leaking) and designing around them How she engineered average order value from day one - free replacement seals, stainless steel straw upgrades, and "buy two, get a free straw" offers that cost her little but felt valuable, instead of a discount pop-up that eats margin Why a free-gift threshold beat a free-shipping threshold for pushing AOV - and how many of her customers naturally buy 3 to 4 bottles at once for husbands and kids The single best marketing decision she made: investing $3,900 in a professional press release that landed 22+ placements, including a national airline magazine and a full-page newspaper article What that PR wave actually did - an estimated $400K in PR value, ~9 million cumulative views, and 20 sales in a single day when the story first ran How she repurposed the press coverage into her best-performing meta ad - a "the bottle New Zealanders can't stop talking about" angle with a 10% click-through rate and a lifetime ROAS over 4, still running today The exact growth curve after joining Founder: from $3,400 in April to $18,500 in August - roughly 400% growth - and settling into consistent $15K+ months as a solo operator How she runs the whole business lean - on her phone, at night, around her kids, using Claude-built AI agents to implement what she learns - and why her next strategic move is a consumable product to unlock subscriptions and lifetime value If you come from a creative or corporate background and assume e-commerce is a closed world you could never break into, this episode is for you. Natasha's story is a sharp, practical reminder that deep customer empathy, a well-built offer, and one well-placed PR bet can do more than a big budget - and that you can build something real in the margins of a busy life with young kids. SAVE 50% ON OMNISEND FOR 3 MONTHS Get 50% off your first 3 months of email and SMS marketing with Omnisend using the code FOUNDR50. Start here → ⁠⁠⁠⁠https://your.omnisend.com/foundr⁠⁠⁠⁠ SAVE 95% ON XERO FOR 6 MONTHS Simplify your business finances with 95% off Xero for your first 6 months. Start here →⁠⁠⁠⁠ https://foundr.com/xero⁠⁠⁠⁠ WANT TO GROW YOUR BRAND WITH META ADS? Join the Foundr Operators Waitlist → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/operators⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/startdollartrial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? 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Howie Mandel Negotiations with Iran….Deal or No Deal? Robot Soldiers – new and exciting. 30-Year Bond Mayhem and gullible markets. So much economic news coming up – let’s dig in. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up -  Closest to The Pin??????????? - Howie Mandel Negotiations with Iran....Deal or No Deal? - Robot Soldiers - new and exciting Markets - 30-Year Bond Mayhem!  Alliteration or Tautogram? - This week in Economics - plenty to come - What is wrong with Nike? - How gullible can markets be?   DHU MAILING LIST! - Go to DHUnplugged.com GAME: IS IT AN ALLITERATION OR TAUTOGRAM ----- Alliteration: The repetition of the same initial sound in neighboring words (for example, "big bad bears"). -------Tautogram: A strict form of alliteration where all words in a phrase or sentence begin with the identical letter - Which is it? :::  Bessent's Big Bond Blunder Backfired! How about this?  Brash Billionaire Bessent's Botched Big Bond Blunder Backfired Bitterly! THIS WEEK IN ECONOMIC NEWS............... TUESDAY - THE CONSUMER AND JOB OPENINGS - Consumer confidence and August job openings arrive at 10 AM ET. - Watch whether households are getting more worried about prices and whether employers are still hiring. WEDNESDAY - INFLATION AND SPENDING - August PCE inflation, personal income and spending arrive at 8:30 AM ET, alongside updated second-quarter GDP figures. - The key question: is spending holding up while inflation stays elevated? THURSDAY - FACTORY CHECK - September ISM manufacturing arrives at 10 AM ET. Watch new orders, employment and prices paid for signs that growth and inflation are pulling in different directions. FRIDAY - THE BIG ONE - September payrolls, unemployment and wages arrive at 8:30 AM ET. - The current forecast is about 100,000 jobs and 4.1% unemployment, down from August's 162,000 job gain. FAST FOOD'S SQUEEZE - McDonald's CEO expects elevated inflation and flat restaurant traffic to persist. US same-store sales rose just 0.8% last quarter as visits fell. - McDonald's plans $8.5 billion in support for restaurant upgrades through 2036, betting better operations and value offers can win back customers. -- Wendy's faces its own traffic problem and plans to close up to roughly 350 underperforming US restaurants in 2026. -- Meritage Hospitality Group, a franchisee operating 314 Wendy's locations, filed for bankruptcy protection on September 17. Wendy's itself did not file. - The common problem: customers are visiting less often while food, labor and restaurant costs remain high. - La Vie on Saturday ($36 Mezza Plate!) MCD CHART AMERICA.GOV - AI for all Americans! - Did you see the images? CHINA'S AI LABS BORROW CLAUDE - Anthropic accused several Chinese AI labs of extracting Claude's capabilities to train competing models. - Alibaba allegedly generated more than 151 million Claude exchanges. - Moonshot generated more than 23 million; DeepSeek more than 12 million. - Some customer prompts were allegedly routed through Claude without users knowing. - Anthropic tightened verification and account controls in response. $5,000 MIDTERM PROMISE - Trump promised $5,000 to every adult U.S. citizen if Republicans retain Congress. - A universal payment would cost well above $1 trillion. - He told voters to "pretend that I'm on the ballot." - No detailed funding mechanism or legislative structure was presented. ROBOT SOLDIERS - Chinese military researchers are studying humanoid robots for battlefield use. - Possible roles include reconnaissance, logistics, infiltration and urban combat. - One study modeled six robots clearing a building alongside human troops. - China produced about 95% of global humanoid shipments in 2025. - No evidence shows armed humanoids are operational with PLA units yet. NIKE LOST INDEX STATUS - Nike is being removed from the S&P 100 after 18 years. - Its market value has fallen roughly 80% from five years ago. - Nike shares are around $36, making it the smallest-weighted stock in the price-weighted Dow at about 0.4%. - Reuters noted that its Dow membership could now be at risk as well. - Nike shares have gained only about 5% since joining the Dow in 2013. NKE CHART ON (ONON) SIGNS MBAPPE - Kylian Mbappe ended a roughly 20-year relationship with Nike and signed with On. - The deal reportedly includes both cash and equity. - On is using Mbappe to make a serious move into soccer after building credibility in tennis with Roger Federer. - Former French star Thierry Henry is heading On's soccer business. - ONON shares are still down roughly 40% this year amid slowing growth in the Americas. IRAN'S SEVEN-DAY OFFER - Iran proposed reopening the Strait of Hormuz within seven days of a deal, with a pause in regional fighting. - In return, it wants the US blockade on Iranian ports lifted, frozen funds released and oil sanctions waived. - The Wall Street Journal reported that Trump rejected the plan; Reuters could not confirm that report. Iran was still awaiting an official US response. - An Iranian official said Tehran would not give ground on uranium enrichment, even if the peace proposal were accepted. - Seems like all bets are off- Trump goes All Howie Mandel: DEAL OR NO DEAL (NO DEAL!) THE LONG BOND BREAKS HIGHER - The 30-year Treasury yield reached its highest level since 2004 during Thursday's bond selloff. - Elevated energy prices, inflation concerns and heavier government borrowing added pressure to long-dated bonds. - Higher Treasury yields raise the financing hurdle for mortgages, commercial property and the AI buildout. GOLDMAN WAITS OUT THE AI DEBT FLOOD - Goldman Sachs Asset Management is underweight bonds from major AI hyperscalers. - Its concern is supply: more borrowing for data centers could push bond prices down and yields up. - Goldman still believes in the AI business case. The underweight call is about the price of its debt. - Moody's puts hyperscalers' off-balance-sheet obligations at nearly $3 trillion. PIMCO'S PHILADELPHIA OFFICE HIT - Pimco faces an estimated $35 million loss on a commercial mortgage-backed security tied to two downtown Philadelphia office towers. - The expected loss is roughly 70% on that security. - A sharp loss on one office-backed bond puts the value of similar collateral back in focus as borrowing costs rise. - - Starting to see some strain in the commercial market now that rates are META'S MUSE TAKES OFF - Meta's personal AI agent Muse exceeded 2.5 million downloads and topped US app charts within two weeks of launch. - Meta shares jumped 11% on September 21, adding nearly $200 billion in market value. - Muse can send emails, shop and book travel on a user's behalf. - Meta is also testing a feature in which human contractors handle some calls made through Muse. Employees raised privacy concerns; Meta says it will disclose the feature before a public rollout.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Alibaba ne veut plus seulement entraîner ses modèles d'intelligence artificielle : le groupe chinois veut aussi fabriquer une part croissante des puces et des data centers qui les font fonctionner.À sa conférence Apsara, Alibaba a dévoilé le Zhenwu V900, un accélérateur conçu par sa filiale T-Head pour entraîner les grands modèles et exécuter leurs réponses. Le groupe affirme qu'il offre trois fois les performances du Zhenwu M890 présenté en mai. Cette comparaison reste toutefois interne : Alibaba n'a pas publié les données de calcul permettant de confronter directement le V900 aux puces de Nvidia, Huawei ou d'autres concurrents. Les caractéristiques annoncées donnent néanmoins une idée de la stratégie. Chaque puce dispose de 216 gigaoctets de mémoire et d'une liaison entre accélérateurs pouvant atteindre 1 200 gigaoctets par seconde. Surtout, Alibaba affirme que son architecture peut relier jusqu'à 500 000 cartes dans un même cluster. La production en série et la commercialisation sont prévues au premier trimestre 2027.L'enjeu n'est donc pas simplement de fabriquer une puce chinoise supplémentaire. Alibaba cherche à contrôler toute la chaîne : processeurs, interconnexions, serveurs, réseau, modèles Qwen et services cloud. Une intégration devenue particulièrement stratégique alors que les restrictions américaines compliquent l'accès de la Chine aux accélérateurs IA occidentaux les plus avancés.Cette course au matériel accompagne une hausse spectaculaire des besoins. Alibaba prévoit des futurs modèles Qwen comptant entre 5 000 et 10 000 milliards de paramètres, même si la taille seule ne détermine pas la qualité d'une IA. Pour les alimenter, Alibaba Cloud veut dépasser 20 gigawatts de capacité mondiale de data centers en 2032. Le Zhenwu V900 n'a donc pas encore prouvé qu'il pouvait rivaliser avec les meilleures puces disponibles. Son importance est ailleurs : la bataille de l'IA se déplace progressivement du modèle vers l'infrastructure entière. Et Alibaba veut dépendre de moins en moins de technologies qu'un autre pays peut décider de ne plus lui vendre.Source : Stack Chronicle Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

- Alibaba's full-stack play - Chinese system players - Chinese EUV lithography? - SiPearl Rhea1 - Europe Gets Its CPU Back - Data center politics - Data center constraints everywhere [audio mp3="https://orionx.net/wp-content/uploads/2026/09/HPCNB_20260928.mp3"][/audio] The post HPC News Bytes – 20260928 appeared first on OrionX.net.

Nvidia mag dan het grootste bedrijf van de wereld zijn: menig belegger vindt Nvidia nog steeds spotgoedkoop. Zeker als je kijkt naar wat je betaalt voor de verwachte winsten de komende jaren. Dat vindt het bedrijf kennelijk zelf ook, want Nvidia gaat nóg meer eigen aandelen inkopen dan het al van plan was. Het gaat om historische bedragen. Wat dat voor het aandeel kan betekenen, bespreken we deze aflevering. Maar er is meer, want na weken van zorgen over de ontwikkeling van AI, claimt Nvidia nu de oplossing: ze komen met software dat naar eigen zeggen kan voorkomen dat AI-agents op eigen houtje malafide praktijken uitvoeren. Software die, zo meent het bedrijf, een incident als bij Hugging Face had kunnen voorkomen. Hoor je ook over SK Hynix: het aandeel levert in nu duidelijk wordt dat een dochter van het bedrijf naar de beurs wil. Solidigm, een producent van geheugenchips. Het kan een van de grootste chipbeursgangen ooit worden; waarom beleggers in SK Hynix er toch van schrikken, bespreken we ook. Hoor je ook nog over: De ceo van ASML: die beweerde in de Financial Times dat de Nederlandse regering degene is die beslist over exportrestricties richting China. Daar denkt Stan wat anders over. Een handelsdeal tussen de VS en China Een telecombedrijf dat nog steeds niet naar de beurs wil SpaceX, dat ondanks een kapotte motor toch een succesvolle lancering van vlaggenschip Starship wist te draaien Te gast: Stan Westerterp van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Donner Bakker is presentator van BNR Beurs en economieredacteur bij BNR. Hij volgt macro-economische ontwikkelingen met bovengemiddelde interesse, net als de beursgenoteerde datingapps. Je hoort hem ook in de BNR-podcast All In The Game. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Nvidia mag dan het grootste bedrijf van de wereld zijn: menig belegger vindt Nvidia nog steeds spotgoedkoop. Zeker als je kijkt naar wat je betaalt voor de verwachte winsten de komende jaren. Dat vindt het bedrijf kennelijk zelf ook, want Nvidia gaat nóg meer eigen aandelen inkopen dan het al van plan was. Het gaat om historische bedragen. Wat dat voor het aandeel kan betekenen, bespreken we deze aflevering. Maar er is meer, want na weken van zorgen over de ontwikkeling van AI, claimt Nvidia nu de oplossing: ze komen met software dat naar eigen zeggen kan voorkomen dat AI-agents op eigen houtje malafide praktijken uitvoeren. Software die, zo meent het bedrijf, een incident als bij Hugging Face had kunnen voorkomen. Hoor je ook over SK Hynix: het aandeel levert in nu duidelijk wordt dat een dochter van het bedrijf naar de beurs wil. Solidigm, een producent van geheugenchips. Het kan een van de grootste chipbeursgangen ooit worden; waarom beleggers in SK Hynix er toch van schrikken, bespreken we ook. Hoor je ook nog over: De ceo van ASML: die beweerde in de Financial Times dat de Nederlandse regering degene is die beslist over exportrestricties richting China. Daar denkt Stan wat anders over. Een handelsdeal tussen de VS en China Een telecombedrijf dat nog steeds niet naar de beurs wil SpaceX, dat ondanks een kapotte motor toch een succesvolle lancering van vlaggenschip Starship wist te draaien Te gast: Stan Westerterp van Bond Capital Partners BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Donner Bakker is presentator van BNR Beurs en economieredacteur bij BNR. Hij volgt macro-economische ontwikkelingen met bovengemiddelde interesse, net als de beursgenoteerde datingapps. Je hoort hem ook in de BNR-podcast All In The Game. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

AI zjada Open Source? Koniec programistów, czas na makerów | Brew #74A może po prostu zmienia się sama definicja tworzenia software'u? O tym i nie tylko w nowym Brew.

Su firma SoftBank está presente en más de 400 empresas, como OpenAI y Alibaba. Tras estar cerca de arruinarse con la burbuja de las puntocom, resurgió gracias al iPhone y la telefonía móvil.La operación con la que Son se alzó como una figura clave en el panorama tecnológico fue su temprana entrada en el capital de Yahoo! en la década de 1990, con la que se anotó plusvalías de 3.500 millones de dólares gracias al exponencial crecimiento de Internet.Los redactores del periódico Amaia Ormaetxea y Antonio Santamaría analizan su legado en 'Genios de las Finanzas', un pódcast realizado por Tamara Vázquez y dirigido por Amparo Polo.Puede escucharnos en Spotify, iVoox, Youtube y Apple Podcast. Hosted on Acast. See acast.com/privacy for more information.

Ein möglicher Handelsfrieden zwischen China und den USA, KI-Infrastruktur und neue Chips verändern gerade ganze Geschäftsmodelle. Welche Aktien profitieren davon wirklich?Podcast-Variante des Aktien-Schnelltesst mit Oliver Kantimm aus der Redaktion von "Der Aktionärsbrief", Aufzeichnung am 24.09.2026.Trump, XI und ein möglicher Handelsfrieden5 Aktien, bei denen besonders viel auf dem Spiel stehtSumitomo Electric - Petal nur ein Prestigeprojekt oder der Start einer wesentlich größeren KI-Story?Alibaba - Wird aus Alibaba gerade Chinas Antwort auf die amerikanischen KI-Giganten?Lust auf weitere Ideen und Impulse? Jetzt den Aktionärsbrief kennenlernen. Probe-Abo mit Preisvorteil:https://bernecker.info/offer/ynpshjdodl-6273=======Lust auf weiteren Profi-Input der Bernecker-Redaktion? Nutzen Sie Bernecker.TV als besonders günstigen Einstieg in die Produktwelt der Bernecker Börsenbriefe. Weitere Infos:https://bernecker.info/bernecker-tv=======Kostenloser Experten-Newsletter der Bernecker-Redaktion. Jetzt anmelden unter:https://www.bernecker.info/newsletter=======Disclaimer:Dieses Video soll Informationszwecken dienen und stellt keine Anlageberatung dar. Bitte beachten Sie, dass Investitionen in Aktien mit Risiken verbunden sind und Sie sich vor einer Anlageentscheidung unbedingt umfassend informieren sollten.

This week on Digital Currents, we examine Bitcoin's continued rally despite persistent regulatory uncertainty and discuss what the market may be signaling as legislative efforts to provide digital asset clarity continue to stall. We also explore emerging risks within the AI infrastructure boom, including customer concentration concerns highlighted by Nscale'a IPO and growing resistance to large-scale data center development, most recently affecting Oracle. We review Alibaba's ambitious full-stack AI strategy spanning chips, models, cloud infrastructure, and AI agents, and consider what it reveals about the intensifying global competition for AI leadership. In the Chart of the Week, we highlight the extraordinary concentration of value creation in today's technology markets, examining how just three companies (Open AI, Anthropic and Space X) are now worth more than the cumulative value generated by approximately 45 years of tech IPOs.    Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

In a special episode of The Negotiation, WPIC CEO Jacob Cooke sits down with Dr. Henry Wang, founder and president of the Center for China and Globalization (CCG), one of China's leading policy think tanks. The conversation takes place fresh off the Trump-Xi summit — a historic meeting that put AI governance, trade stability, and the future of the US-China relationship back at the centre of global attention.Dr. Wang is a former Counselor to China's State Council, a member of the Chinese People's Political Consultative Conference, and one of the most widely cited Chinese foreign policy voices in international media. In this episode, he gives his immediate read on the summit's outcomes, what they mean for the bilateral relationship, and where the US and China go from here.The conversation then turns to AI — the most consequential item on the bilateral agenda. Dr. Wang explains his call for a global no-first-use policy covering AI-enabled autonomous weapons, walks through his argument that the US AI capex boom carries risks that cooperation with China could help mitigate, and assesses what an effective US-China AI governance framework would actually look like in practice. He also breaks down China's AI advantages — not in frontier models, but in application scale, deployment infrastructure, and commercial reach — and what that means for international businesses operating in the region. Discussion Points·       Dr. Wang's immediate reaction to the Trump-Xi summit outcomes and what they signal about the trajectory of the US-China relationship·       Why this summit was a significant anchor for bilateral stability — and what was at stake if it had gone badly·       The areas of US-China cooperation beyond tariffs and technology: people-to-people exchanges, global security challenges, and why they keep getting crowded out·       Assessment of progress on the AI file at the summit — where things moved forward and where they fell short·       The case for a global no-first-use policy on AI-enabled autonomous weapons, modelled on nuclear precedent·       Why Dr. Wang compares the US AI capex boom to an arms race — and the economic risks that cooperation with China could help avoid·       What an effective US-China AI governance framework looks like in practice, and what it would take to get there·       China's AI advantages in application, deployment, and commercial scale — and what that means for international businesses·       Whether the summit leaves Dr. Wang more or less optimistic about the bilateral relationship over the next few years·       The work CCG is doing on US-China relations and global governance, and where listeners can follow Dr. Wang's thinking

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 In today's MadTech Daily, we discuss Citi entering advertising with a new ad business, IAB Europe finding growing momentum for agentic ad buying, and Alibaba unveiling an AI roadmap to drive monetisation. 

A Harvard morgue manager, a man who dressed as the Grim Reaper outside a hospital window, a serial butt sniffer terrorizing the Marshalls clearance rack, 200 lizards smuggled in a pair of socks, and a construction crew who may have just gotten very, very rich. Plus: a clothing-optional steakhouse dinner (on a Monday?), the fake nurse who bought her Botox on Alibaba, "tired girl" makeup, Colonel Sanders' clip-on bow tie going up for auction, and the mom group chat that started Oreogate!We have fall deals for YOU!Dose: Give your liver the support it deserves! Head to DoseDaily.co/lady or enter LADY for 35% off your first subscription!Talkiatry: Looking for an in‑network psychiatrist? Head to Talkiatry.com/lady to complete the short assessment and get matched.Progressive: Trying to save on car insurance? Head to Progressive.com today!Merit Beauty: Get your Signature Makeup Bag FREE with your first order at MeritBeauty.comClean Simple Eats: Shop the best tasting protein powder at CleanSimpleEats.comNuna Baby: Visit Nunababy.com or head to your local Nordstrom!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

O Growthaholics recebe William Tang, Diretor de Operações do Alibaba Group no Brasil, para uma conversa sobre sua trajetória e o avanço das empresas chinesas no país.William conta como foi se tornar o primeiro funcionário do Alibaba no Brasil e construir a operação local praticamente do zero. O episódio também passa pela expansão do grupo no país, pelas diferenças entre as culturas de negócios brasileira e chinesa e pelo crescimento de empresas como BYD, Shein e Temu.Para fechar, William analisa o que esse movimento representa para o Brasil, quais setores podem ser os próximos e o que empresas brasileiras podem aprender com a forma como as chinesas entram e escalam em novos mercados.PARTICIPE DO ACE SUMMITNo dia 16 de novembro o ACE Summit reúne mais de 2.500 empreendedores, investidores e líderes corporativos em São Paulo. São 10 horas de conteúdo, 35+ speakers e uma programação com matchmaking estruturado e office hours com investidores. Você sai do ACE Summit com decisões e negócios fechados.GARANTA SEU INGRESSO:⁠⁠⁠⁠ acesummit.com.br⁠⁠⁠⁠ Nos siga nas redes sociais: ⁠⁠⁠⁠⁠Pedro Waengertner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ACE Ventures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EXAME⁠

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI can make people productive before it makes them experienced. That creates a new problem for leaders: if junior employees stop doing the work that once taught judgment, where will the next generation of experts come from?Elizabeth Maxson, CMO of Contentful, joins Rachel Truair to explore what her team calls “judgment debt”—the long-term cost of automating away the experiences people use to build instinct, context and expertise. They discuss why Elizabeth still requires humans to write the brief, why knowing when AI is wrong may become more valuable than knowing how to use it, and why she believes leaders need a “human on the hook,” not simply a human in the loop.The conversation ultimately asks whether businesses can capture AI's efficiency without accidentally dismantling the apprenticeship system that creates their future leaders.Quotes“You have to build judgment by actually doing the work and having lived experiences.”“I want to shift ‘human in the loop' to ‘human on the hook,' because if something does not work, who's accountable? We are.”“Do you have enough expertise to know when it's wrong? And if you don't, do you at least have enough expertise to ask the question to figure it out?”From the conversationWhy automating entry-level work could create a long-term shortage of judgment, skills and institutional knowledge, even if nothing appears broken today.How Elizabeth separates work AI should accelerate, such as analyzing large data sets and creating a “crappy first draft,” from the strategy, curiosity and accountability she believes should remain human.Why Contentful still requires humans to build detailed briefs, and why Elizabeth believes some organizations may need to “go slow to go fast” instead of treating speed as the objective.What “judgment debt” looks like when people rely on AI before they have enough experience to recognize when its answers are wrong, and why mentorship and human relationships still matter.How hiring may change when candidates use AI to produce excellent work: Elizabeth argues leaders should test the thinking, response to feedback and decision-making behind the output rather than simply banning the technology.About the guestElizabeth Maxson is the Chief Marketing Officer of Contentful, a content management platform trusted by more than 4,200 companies around the world.Elizabeth brings nearly two decades of integrated marketing leadership to the role and is focused on driving marketing strategies that leverage AI and personalization to help brands deliver personalized and scalable content to their audiences.Prior to Contentful, Elizabeth served as the Chief Marketing Officer at Tableau, a Salesforce company, where she led go-to-market strategy and drove end-to-end marketing initiatives. In addition to her role at Tableau, Elizabeth has also served as the Head of Marketing at Quip, another Salesforce acquisition, as well as spearheaded Strategic Technology Partnerships marketing, launching critical relationships with industry giants such as AWS, Google Cloud, Alibaba, Apple, and many others.She carries a BAA in Facility Management and Marketing from Central Michigan University.LinkedIn: https://www.linkedin.com/in/emaxson/

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Increasingly, it seems like the corporate names that dominate headlines are much more diverse than they used to be. Samsung, TSMC, and SK Hynix. Alibaba and Tencent; BYD and DeepSeek. Sea and Grab. For twenty-five years, it seems like every major technology was American . That assumption is now under strain as innovation spreads from one place to many. Mehran Gul tries to map out this new network in his book The New Geography of Innovation: The Global Contest for Breakthrough Technologies (Simon and Schuster, 2026). From China's startlingly messy AI ecosystem to Singapore's government-led innovation, from South Korea's decades-old conglomerates still at the frontier to India's world-class talent that too often works abroad; from Europe's struggle to hold on to its best companies, to the deeper role of the state everywhere—including in Silicon Valley—and why the United States, far from declining, is extending its lead into a genuinely bipolar technological order.Mehran is a winner of the Financial Times/McKinsey Bracken Bower Prize. He attended Yale where he was a Fulbright Scholar, Fox International Fellow, and Teaching Fellow. He has been a Lead for the Digital Transformation of Industries at the World Economic Forum and an expert on Higher Education, Entrepreneurship, and Industrial Policy at the United Nations Industrial Development Organization. Before Yale, he studied at the Lahore University of Management Sciences. He has been a visiting scholar at the Jawaharlal Nehru University in New Delhi and a Fellow with the Acumen Fund. You can find more reviews, excerpts, interviews, and essays at The Asian Review of Books, including its review of The New Geography of Innovation. Follow on Twitter at @BookReviewsAsia.Nicholas Gordon is an editor for a global magazine, and a reviewer for the Asian Review of Books. He can be found on Twitter at @nickrigordon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI spending is exploding — and the money is moving across chips, data centres, banks and consumer technology. Michelle Martin looks at Alibaba’s sweeping AI ambitions, Jamie Dimon’s US$1 trillion hyperscaler spending forecast, UOB’s play on AI financing and Meta’s new AI agent. Plus, what’s moving Lennar, Peloton, Apple and India’s National Stock Exchange — and would you trust an AI agent to shop and spend your money?See omnystudio.com/listener for privacy information.

AI agents, AI safety, and why the people building AI are suddenly worried. Chalene Johnson explains what ChatGPT Work, Codex, and AI agents can do that a chatbot can't, what AI means for your job and your money, and which scary headlines happened in the real world versus in a test. She covers the AI blackmail warning from Tristan Harris (The Social Dilemma), Alibaba's AI slipping past a firewall to mine cryptocurrency, OpenAI agents escaping a sandbox and covering their tracks, and an AI agent that ran up its owner's credit card. Plus why only 0.3% of people pay for AI. And the one thing she says you should never connect to an AI agent. Topics discussed: Tristan Harris, Center for Humane Technology, The Social Dilemma, AI blackmail simulation, Alibaba, cryptocurrency mining, OpenAI, AI sandbox escape, ChatGPT Work, Codex, ChatGPT Sites, Claude CoWork, Gemini, Perplexity, AI agents, Andrew Yang, Noble Mobile, CNBC, Nate B. Jones, Instinct, Reddit AI persuasion experiment, AI and jobs, AI regulation.   Join Chalene on Patreon, her private podcast to hear all the latest on the landlord dispute drama! Plus so much more! 

Retailers face a fundamental problem: they often have to bet on what consumers will want before they actually buy it. Could changing who takes that risk transform the industry?John Zhang, Professor of Marketing at the Wharton School, explains why the traditional merchant model puts so much risk on retailers and how the store in store model changes that equation.Zhang discusses how manufacturers can take ownership of inventory, why this model has been widely used in Asia, and how platforms such as Amazon and Alibaba have adapted similar approaches. Hosted on Acast. See acast.com/privacy for more information.

Peter Tchir doesn't expect a lot to come out of the summit between President Trump and China President Xi Jinping. Pay attention to summit headlines regarding AI, with Peter emphasizing Alibaba's (BABA) innovation as a sign China is attempting to get tech leverage over the U.S. He adds that China is "very happy" to let the U.S.-Iran war continue because it "hurts us" more. Peter makes the point that the U.S. can become further entrenched in the war if the Houthis get tied up more in the conflict. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Polo alcanzó categoría 5 frente al Pacífico mexicano y puso bajo vigilancia a Guerrero, Michoacán y dos de los principales puertos del país. Mientras tanto, Donald Trump combinó amenazas y diplomacia sobre Irán en la ONU, el petróleo volvió a cerrar debajo de 100 dólares y Washington empezó a estudiar una posible restricción a las exportaciones de diésel. En mercados, el Nasdaq marcó otro récord mientras el peso mexicano cedió terreno. También explicamos por qué China endureció controles a precursores químicos enviados a México, cómo Meta está descubriendo los límites prácticos de los agentes de IA, la nueva apuesta de Alibaba por chips propios y qué revela el caso Aeroméxico sobre el riesgo de terceros. Presentado por STRTGY.Este episodio es presentado por STRTGY. Con Location Intelligence puedes analizar ubicaciones, entender qué negocios y públicos existen alrededor, comparar zonas y priorizar territorios para expansión, ventas o campañas. STRTGY combina análisis territorial con una plataforma para seguir explorando mercados. Convertimos datos en decisiones. Conoce cómo podría aplicarse en tu empresa en arturo@strtgy.ai o por WhatsApp al +52 81 3232 2698. Hosted on Acast. See acast.com/privacy for more information.

Hier zum Festgeld-Angebot von Scalable Capital: https://partner.scalable-capital.de/go.cgi?pid=655&wmid=1140&cpid=1&prid=1&subid=&target=Festgeld On will bis 2029 auf 7 Mrd. $ Umsatz. Accelevation plant 5 Mrd. $ IPO für Rechenzentren. Alibaba kündigt 20 Gigawatt KI-Kapazität an. Tencent zeigt neues Bildmodell. Evonik streicht 3.000 Stellen. Viking Therapeutics springt 30% nach Abnehmspritzen-Daten. Pepco (WKN: A3CQ3M) ist Polens Antwort auf Action. 4.000 Filialen, zweistelliges Wachstum, Aktie verdoppelt in einem Jahr. Klappt die Expansion nach Westeuropa oder wird Deutschland zur Warnung? Wisetech (WKN: A2AGET) hat zwei Drittel an Wert verloren. Gründer-Skandal, Wettbewerbsermittlungen und KI-Sorgen treffen auf ein Quasi-Monopol in der Speditionssoftware. Übertreibt die Börse? Diesen Podcast vom 23.09.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: British Columbia is suing OpenAI and its CEO, Sam Altman for alleged safety violations in the Tumbler Ridge mass school shooting. And Andreessen Horowitz is funding an alternative to college. Anthony Bansie hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: Alibaba unveils its most powerful AI chip yet. And investors hold their breath for any change in the Iran war as President Trump prepares to speak at UNGA. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

S&P futures are indicating a modestly higher open following a positive Asia session. Taiwan led gains as its benchmark hit an all-time high, and Greater China tech names also advanced, with Alibaba and Tencent in focus following AI announcements. Japan remained closed for a holiday. European equities are mixed in early trading.Companies Mentioned: Alibaba, Tencent, Meritage Hospitality Group, Embraer

"China is moving very fast on AI," says Henry Greene, who gives investors a closer look into the U.S.-China AI arms race and impacts the President Trump and Xi Jinping summit will have on it. He notes that China's tech isn't as powerful as the U.S., though it is cheaper, making it attractive for companies to utilize. Henry addresses the regulatory risks and what it means for U.S.-based companies already using Chinese technology. That's not to say China isn't advancing its technology, with Henry pointing to Alibaba's (BABA) new AI chip as a sign innovation is increasing.

Het aandeel heeft prachtige jaren achter de rug, het orderboek stroomt over, maar toch vindt de grootste aandeelhouder van Heijmans het genoeg geweest. De familie Van Wanrooij doet z'n gehele belang in het bedrijf van de hand. Het belang van 8,4 procent wordt prompt op de beurs verhandelbaar gemaakt, en Heijmans zegt zelf niks met de transactie te maken te hebben. Wat is hier aan de hand? We zoeken het deze aflevering voor je uit. Ook iemand anders gooit de handdoek in de ring. 12 Amerikaanse staten staken hun rechtszaak tegen Paramount Skydance. Ze wilden voorkomen dat de overname van Warner Brothers Discovery door zou gaan. Maar na een schikking denken ze er anders over. En zo is de grootste beer van de weg in de overname waar 110 miljard dollar mee gemoeid is. Verder hebben we het over Muse. De AI-agent van Mark Zuckerberg is een hit, en zelfs de meest gedownloade app in de Appstore. Het is de kers op de taart voor het aandeel deze maand, want terwijl iedereen gespannen luistert AI-topmannen die bang zijn voor hun eigen creatie vliegt Meta door het dak. En we vertellen je over McDonalds. Vette burgers en frieten leveren daar niet genoeg op, dus hebben ze een nieuw idee om geld te verdienen. Te gast: Corné van Zeijl van Cardano BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

Julián Coca, asesor de inversiones en Alterarea, echa un vistazo al discurso de Trump en la ONU, así como a Meta, AMD, Alibaba y Lockheed Martin.

This week's podcast is about the recent Alibaba Ecommerce Training Program - and our trip to Alibaba HQ in Hangzhou.I outlined two companies visits:Geely / ZeekrDEEP RoboticsPlus a little about Fly Zoo Hotel.I outlined two useful tools:QwenWorkAccio and Aidge.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to TechMoat Consulting.Here is the link to our Tech Tours.Here are the articles with all the photos and videos:Day 1 of Our Alibaba Ecommerce Training Program: Visiting Geely / Zeekr (1 of 5) (Tech Strategy)Day 1 of Our Alibaba Ecommerce Program: Touring DEEP Robotics (2 of 5) (Tech Strategy)Day 4 of Our Alibaba Ecommerce Program: Accio, QwenWork and Fly Zoo Hotel (5 of 5) (Tech Strategy)Disclosure. I have had a education partnership with Alibaba within the past twelve months.  --------I am a founder, consultant and keynote speaker specialized in digital and AI agentic strategy.I am the founder of Agentic Org Now, a firm that helps leadership teams launch AI and agentic initiatives fast.I write (a lot) about digital and digital AI strategy (3 best selling books, +2.9M followers on LinkedIn). You can get a free book at the email sign-up below.My Moats and Marathons book series is a framework for building and measuring competitive advantages in digital and AI businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

This episode is sponsored by EMXETF.comKevin T. Carter joins Kyle to talk about TGRZ, the China AI LLM Tigers ETF, and why China's role in the AI trade may be much bigger than most U.S. investors realize.Kevin breaks down the AI market as a five-layer stack: electricity, chips, data centers, models, and applications. From there, he explains why TGRZ is focused on the model layer, where Chinese open-weight AI models like DeepSeek, Kimi K3, GLM, and Qwen are increasingly competing with U.S. models from OpenAI, Anthropic, Google, and others.The conversation also gets into one of the biggest surprises from the episode: how differently China and the U.S. appear to view AI adoption. Kevin points to public sentiment around AI being roughly 80% favorable in China versus about 20% in the U.S., and Kyle explores whether that difference in adoption could matter as much as the technology itself.They also discuss Jack Ma, Alibaba, the blocked Ant IPO, and why Kevin believes some of the risks investors associate with China are more complicated (and possibly more overblown) than the headlines suggest.The episode closes with a look at AI infrastructure, data centers, power demand, underwater and space-based compute, and the broader question of whether AI destroys jobs, creates new ones, or does some combination of both.As always, none of this is investment advice. TGRZ is speculative and volatile. Do your own research, understand the risks, and make sure any investment fits your own strategy.Learn more at EMXETF.com.Chapter Timestamps:00:00 — Cold Open: Why Chinese AI Models Are Different00:35 — Introduction: Rethinking the AI Race01:40 — TGRZ and What It Takes to Launch an ETF04:03 — The Five-Layer AI Stack06:25 — The Emerging Market “Mag Three”: Samsung, Hynix, and TSMC07:34 — Why TGRZ Focuses on the AI Model Layer08:03 — DeepSeek and the Cost Question10:58 — What Open-Weight AI Actually Means13:14 — Alibaba, Qwen, and China's AI Ecosystem15:23 — Why U.S. Startups Are Using Chinese AI Models19:10 — Jack Ma, Ant IPO, and China Risk27:42 — TGRZ Volatility and Future EMXETF AI Products29:36 — Data Centers, Power Demand, and AI Infrastructure33:54 — AI Sentiment: China's 80% Favorable vs. the U.S. at 20%36:50 — AI, Jobs, ATMs, Radiology, and What Comes Next40:08 — EMXETF.com, TGRZ Risk, and Closing ThoughtsSponsors:For more than 20 years, the EMXETF team has been focused on technology and innovation across Emerging Markets. Today, we believe artificial intelligence represents the next major chapter of that growth story. From advanced semiconductors and AI infrastructure to models, applications and digital platforms, Emerging Markets are playing an increasingly important role in the global AI ecosystem. EMXETF combines our deep experience in these markets with focused research to give investors targeted exposure to the companies helping shape the future of AI.Kevin:‍ ‍Kevin T. Carter is the Founder & Chief Investment Officer of EMXETF. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr. Burton Malkiel, for more than 20 years. Their work together began in 1999 with the development of eInvesting, a pioneer firm in fractional share brokerage that was acquired by ETRADE in 2000. In 2002 they founded Active Index Advisors, a pioneer in so-called “direct indexing” that was acquired by Natixis Asset Management in 2005. In 2006, their efforts turned to China and Emerging Markets with Dr. Malkiel's publishing of “Investment Strategies to Exploit Economic Growth in China” and the subsequent book From Wall Street to the Great Wall. Working with Guggenheim Partners, they launched several China focused ETFs on the NYSE.China AI Tigers ETF: TGRZChina AI Research ReportConnect with Kevin on LinkedInAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Jay Haddad hated being a plumber. He lived for the weekends - free diving, waterfalls, surfing, the beach - and when he and his wife had their first daughter at 23, the outdoor life they'd promised each other suddenly got hard. On his first Father's Day, they bought some fabric from Spotlight, watched a YouTube tutorial on how to thread his mother-in-law's dusty sewing machine, and made a waterproof beach pool so their daughter had somewhere safe to play. Strangers on the beach kept stopping to ask where they could buy one. That was the moment Sunny Seekers began - with zero e-commerce experience and a first sewing attempt Jay describes as shocking. In this episode, Jay is unusually raw about the whole grind: a year of failed fabric testing, three supplier disasters in a row, the brutal reality of a seasonal product, and the personal toll of three hours of sleep a night that nearly broke him before he learned to build sustainably. What you'll learn in this interview: How the product idea came straight from Jay and his wife's own friction as new parents - and why being your own target customer can be its own form of validation The scrappiest possible start: a first prototype sewn on a borrowed machine, tested at the beach, validated by strangers walking past asking where to buy one Why sewing in a circle nearly defeated them - and how the DIY version proved the concept before a single dollar went to a factory The year lost to fabric testing: sourcing waterproof fabric on Alibaba, missing an entire summer season, and why Jay is still glad they waited to get it right How he used Alibaba's "request for quotation" feature to find a manufacturer for a product nobody had made before - and didn't even know what search terms to use The unit economics that made it a real business: fabric alone cost $130+ per pool in Australia, but a finished unit from overseas landed at ~$25 and sold for $115 Selling out the first 200 units in a month before Christmas 2024 - and the nagging question that haunted the whole next year: do people buy this after the holidays, or only as gifts? Three separate supplier nightmares - loose threads on 200 units, a botched print at the wrong scale, leaking carry bags ironed shut by hand - and how he pushed through each one right before peak season The Black Friday scaling playbook: starting at $10/day on meta, doubling ad spend as orders doubled, reaching $1,000/day, and hitting a record $50K month in December 2025 The hardest lesson of a seasonal brand: how post-Christmas ads got expensive fast, why he was left holding stock and no cash through winter, and what he changed about looking after himself mentally to survive the off-season If you've boxed yourself into an identity - your trade, your job title, the industry you happen to be in - and quietly wonder whether you could build something of your own, this episode is for you. Jay had no network, no experience, and no idea how to sew. His story is a grounded reminder that the unglamorous grind of prototypes, supplier failures, and slow seasons is exactly what turns someone from "a guy sewing in the back of the house" into a founder. SAVE 50% ON OMNISEND FOR 3 MONTHS Get 50% off your first 3 months of email and SMS marketing with Omnisend using the code FOUNDR50. Start here → ⁠⁠⁠https://your.omnisend.com/foundr⁠⁠⁠ SAVE 95% ON XERO FOR 6 MONTHS Simplify your business finances with 95% off Xero for your first 6 months. Start here →⁠⁠⁠ https://foundr.com/xero⁠⁠⁠ WANT TO GROW YOUR BRAND WITH META ADS? Join the Foundr Operators Waitlist → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/operators⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/startdollartrial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-start-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → Already have a store? Apply here → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://foundr.com/pages/coaching-growth-application⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CONNECT WITH BY JAY HADDAD Instagram → ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/sunnyseekers_/ Website →⁠ ⁠https://sunnyseekers.com.au/ FOLLOW FOUNDR FOR MORE BUSINESS GROWTH STRATEGIES YouTube → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/2uyvzdt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Website → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/foundr⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/foundr/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Podcast → ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.foundr.com/podcast⁠

It’s the end of the world and we know it… CPI numbers – HOT – Markets think hit a top – or just options Friday? Sell Rosh Hashana and Buy Yom Kippur? Plenty of AI PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Follow Up - I am the House! - 10YR shot above 5% on Monday - Follow Up 2 - Straight of Hormuz - NO Boats passing (can we please stick to the facts?) - CPI numbers - HOT - Markets think hit a top - Let's talk end of the works - Cyberdyne IRL Markets - 100% Probability of a rate hike this week - Sell Rosh Hashana, Buy Yom Kippur - HACK ETF - Cybersecurity name up 49% YTD DHU MAILING LIST! - Go to DHUnplugged.com FED HIKE IS BACK - Fed meets Tuesday-Wednesday, with a 25 bp hike to 3.75%-4.00% now the dominant expectation. - 85% of economists surveyed expect a hike; futures moved to roughly 90% odds after the latest inflation data. - August CPI rose 0.4% month-over-month and 3.4% year-over-year; core rose 0.3% for the month and 2.4% annually. - Markets are increasingly pricing additional tightening beyond September rather than this being a one-and-done move. AND -> THE 5% TREASURY IS BACK - The 10-year Treasury yield briefly crossed 5% Monday for the first time since 2023. - Higher oil prices, hotter inflation, heavy bond supply and expectations for more Fed tightening are all pushing yields higher. - The move raises the hurdle rate for stocks while feeding directly into mortgages, corporate borrowing and other credit. - Bonds are becoming meaningful competition for equities again at a time when stock valuations remain elevated. SLOW DOWN THE AI - Anthropic CEO Dario Amodei called for deliberately slowing frontier-model advancement to create more time for safety controls. - Sam Altman and Elon Musk publicly backed the push for more caution; Microsoft separately released a draft AI code requiring models to remain under human control. - Microsoft says its models must accept shutdowns and corrections and should not be designed around claims of consciousness or legal rights. - The semiconductor index dropped more than 5% Monday; Nvidia, Broadcom, Micron and AMD were among the major casualties. DEEPSEEK CHANGES THE MEMORY MATH - DeepSeek's latest architecture sharply lowers the amount of memory required to run inference, including a major reduction in KV-cache requirements. - This is not simply HBM being replaced by SSD: the architecture reduces both high-speed memory and persistent-storage requirements per inference. - That complicates the straight-line thesis that every incremental AI token requires proportionally more HBM and storage. - Micron, Samsung and SK Hynix still benefit from enormous AI memory demand, but will efficiency gains become an important counterweight to unlimited-demand forecasts? V4V - What is it and how can you participate? TOKENS - A Quick Tutorial ORACLE SAYS THE AI SPENDING IS REAL - Oracle booked more than $30 billion of new AI cloud contracts during the quarter, taking total backlog to $664 billion. - Revenue rose 30% to $19.3 billion and adjusted EPS came in at $1.92 versus $1.74 expected. - Oracle spent $28.5 billion on capex, but about $11.36 billion was offset by customer prepayments. - Most new AI orders use prepayments, customer-owned hardware or similar arrangements, reducing the amount Oracle itself must finance. AI STOCKS MEET THEIR FIRST REAL NARRATIVE PROBLEM - The Philadelphia semiconductor index dropped roughly 5.4% Monday even though it remains up about 58% for the year. - Nvidia fell roughly 2.6%; Broadcom, Micron and AMD were each down around 4% during the session. - The new concern is not whether AI works, but whether safety restrictions could slow the pace of model releases and infrastructure spending. - Software names including Adobe, ServiceNow and Workday initially benefited as investors reconsidered how quickly AI might disrupt incumbent software. CHATGPT INVENTS THE WITNESSES - A New Mexico defense lawyer was fined $5,000 and held in contempt after submitting fabricated police testimony and nonexistent witnesses generated by ChatGPT. - The attorney had used ChatGPT to summarize trial proceedings and failed to verify the output before filing it with the court. - The appeal was reassigned to a public defender and the attorney was referred for further disciplinary review. - This goes beyond fake case citations: the system generated supposed factual evidence and attributed it to witnesses who did not exist. HUMANOID ROBOTS: FROM IPO MANIA TO THE BATTLEFIELD - China is researching humanoid robots for reconnaissance, logistics, hazardous missions and potentially urban combat. - Separately, Chinese regulators are tightening scrutiny of humanoid-robot IPOs after extreme volatility surrounding Unitree Robotics. - Unitree shares reportedly fell roughly 45% after initially increasing fivefold following its listing. - Hyundai-owned Boston Dynamics also said a 2027 IPO is unlikely; Hyundai wants production capacity of roughly 30,000 robots annually by 2028. CHINA GETS ACCUSED OF INDUSTRIAL-SCALE AI COPYING - U.S. officials accused six Chinese AI companies, including DeepSeek, Moonshot and Alibaba, of using U.S. models for large-scale distillation. - Distillation trains smaller models using outputs from more powerful models, dramatically reducing development cost and time. - U.S. officials said the activity targeted technology from Anthropic, OpenAI, Google and SpaceX. - China rejected the allegations and argued that distillation is a normal industry technique also used by American companies. OIL BACK ABOVE $100 - Brent traded around $107 Monday and WTI around $103 after fresh attacks on Saudi infrastructure and Middle East shipping. - Saudi Arabia's East-West pipeline was temporarily disabled, threatening a route capable of carrying roughly 4% of global crude supply. - Gulf states postponed planned talks with Iran over the Strait of Hormuz as regional tensions widened. - Physical crude prices are becoming highly location-dependent: barrels with secure export routes command major premiums while trapped grades trade at steep discounts. COPPER GOES VERTICAL - Copper has recently traded near record territory around $14,500-$14,700 per metric ton. - Tight mine supply is colliding with demand from electric grids, data centers, renewable power and other electrification projects. - Tariff uncertainty has also distorted flows as traders move available metal toward markets offering the highest prices. - Copper's surge makes proposed mining combinations such as Anglo American-Teck increasingly valuable; that roughly $54 billion deal is still awaiting Chinese regulatory approval. THE BIG MYSTERY BANK SANCTION - Treasury Secretary Scott Bessent said the U.S. would sanction a large bank as part of increased financial pressure on Iran. - He initially declined to identify the bank or its country. - The campaign has already targeted oil, shipping, finance, aviation, weapons procurement and digital-asset channels connected to Iran. - The market question is whether secondary sanctions begin touching larger banks or companies outside Iran that facilitate trade. APPLE'S $1,999 FOLDING BET - Apple launched the iPhone Duo, its first folding iPhone, priced at $1,999. - It opens to a 7.6-inch display and represents one of Apple's biggest changes to the iPhone form factor in years. - The launch puts Apple directly into a market dominated by Samsung and Huawei and could help push foldables beyond their current niche. - It is also arriving during a severe memory-and-storage chip shortage that has already forced higher pricing elsewhere in Apple's product lineup. PRIVATE CREDIT REDEMPTION PRESSURE EASES - Investors in BlackRock's $23.1 billion HPS Corporate Lending Fund requested withdrawals equal to about 11.5% of shares, down from 13.3% the prior quarter - BUT, is this just a rounding error? - The fund will repurchase only 5%, the normal quarterly limit, leaving some redemption requests unfilled. - Other BlackRock private-credit vehicles also showed lower withdrawal requests during the quarter. - Private-credit investors have been worried about lending standards and heavy exposure to software companies potentially disrupted by AI. DID WE DISCUSS >>> THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In Part 2 of his conversation with The Negotiation, Zak Dychtwald, founder and CEO of BridgeWorks Global, shifts from diagnosing the hidden tax on global business to addressing what it means for companies operating in or competing against China. Zak regularly briefs executives from Qualcomm, Microsoft, Google, and Walmart when they come through the region, and he shares the framework he uses with them: what to borrow from China's competitive environment, what to leverage, and what to prepare to defend against.He then turns to Chinese companies going global, and why their challenges differ from those of Western multinationals operating in China. The people problem facing Chinese companies as they expand is distinct and underappreciated — and it intersects directly with the global collaboration framework Zak laid out in Part 1.Zak closes with one of his most provocative arguments: today is likely the least competitive Chinese companies will ever be globally, and Western businesses operating in the region should take that seriously as they build their own strategy. He also shares what global companies most consistently get wrong after years of running the Global Collaboration Index — and what actually fixing it looks like. Discussion Points·       The borrow, leverage, and defend framework for Western executives operating in or competing against China·       Why Chinese companies going global face a distinct people problem — and how it differs from the challenges Western companies face in China·       Why today is likely the least competitive Chinese companies will ever be globally, and what Western businesses should do with that insight·       The single thing global companies most consistently get wrong, and what actually fixing it looks like

Tarek Müller (AboutYou) hat mich in den letzten Wochen mehrfach angepingt: unsere Einschätzung zu Shein sei zu positiv. Nach dem Börsengang (Kurs eine Woche später schon 10% im Minus) habe ich ihn eingeladen, um das auszudiskutieren. Seine Kernthese: Der Erfolg von Shein, Temu und Alibaba beruht eben nicht nur auf Innovation, sondern zu einem erheblichen Teil auf Kostenvorteilen, die wir als Europäer selbst finanziert haben. Rund 20% Marktanteil im europäischen Online-Modemarkt, etwa 20 Mrd. Euro Volumen, aufgebaut in sechs, sieben Jahren, flankiert von rund 3 Mrd. Euro nicht erhobener Zollgebühren pro Jahr. Wir rechnen durch, was das konkret bedeutet: Bei 75-80% Direktversand aus China und 15% Zollsatz hätte Shein nicht bei +4% EBIT operiert, sondern bei -6%. Damit fällt die Fähigkeit weg, Investorengeld einzusammeln, Marketing zu finanzieren, Volumen und damit Einkaufspreise und Skaleneffekte aufzubauen. Tareks Hypothese: mit Level Playing Field von Anfang an wären die China-Modelle bei maximal 5% Marktanteil gelandet. Außerdem: warum Factory-to-Consumer ohne Zollumgehung ökonomisch nicht funktioniert und warum AboutYou das Modell zwar gebaut, aber bewusst nicht skaliert hat. Warum Temus Umschwenken auf europäische Händler den Preisvorteil auflöst. Warum die E-Commerce-Branche das Thema politisch sechs Jahre lang verschlafen hat. Im zweiten Teil wird es grundsätzlich: Ist Online überhaupt noch ein gutes Geschäftsmodell? Inditex mit 19-20% EBIT-Marge gegen Zalando mit 5% – aber 5 Mio. Euro CapEx pro Zara-Store gegen drei Klicks für ein neues Land. Wir streiten über meine These, dass es im E-Commerce keinen "Arztberuf" mehr gibt, über Googles Auktionsmechanik als binäres Spiel, über gestapelte Plattformökonomien und darüber, was ich meinem Sohn fürs Wirtschaftspraktikum empfehlen soll. Tareks Prognose zum Schluss: Shein und Temu werden in Kontinentaleuropa in den nächsten fünf bis sieben Jahren schleichend schrumpfen (anteilig), inflationsbereinigt etwa um die Hälfte. Und: Der China-Druck hat die europäischen Player effizienter gemacht, als sie es ohne ihn je geworden wären. Folge mit Karo: https://kassenzone.podigee.io/682-shein-ipo-2-0-zerbricht-das-margenversprechen-des-e-commerce-douglas-inditex-china-marken-k-662 Folge mit Florian: https://kassenzone.podigee.io/681-shein Energiezone: https://www.energiezone.org/ Partner in der Folge: https://linktr.ee/kassenzone Community: https://kassenzone.de/discord Feedback zum Podcast? Mail an alex@kassenzone.de Disclaimer: https://www.kassenzone.de/disclaimer/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone This podcast uses ad tracking. Learn more via Spotify Ad Analytics terms of service and Podstars privacy policy. https://help.adanalytics.spotify.com/spotify-ad-analytics-terms-of-service & https://www.podstars.de/datenschutz Alexander Graf: https://www.linkedin.com/in/alexandergraf/ https://twitter.com/supergraf Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch 2019: https://amzn.eu/d/5Adc1ZH Plattformbuch 2024: https://amzn.eu/d/1tAk82E

A viral AI extinction claim, a federal advisory naming six Chinese AI labs for industrial-scale distillation, and a $60 billion Qualcomm-AWS silicon pact define a week when enterprise AI risk and opportunity collided head-on. Patrick Moorhead and Daniel Newman weigh in on what's signal and what's noise across AI safety, chip supply deals, and a market rally still betting big on compute. The handpicked topics for this week are: Anthropic Researcher's Doomsday Claim Sparks Congressional Response: Anthropic researcher Jacob Coxon left the company after six weeks and posted a claim that AI carries a greater than 10% chance of ending humanity by 2030, a post that pulled more than 150 million views and landed him on every major network. Patrick Moorhead questioned whether the moment was organic, pointing to Coxon's ties to activist groups. Daniel Newman called the underlying technical claims thin, noting Coxon could not explain a concrete mechanism for how AI would end civilization. Jensen Huang and Dario Amodei both pushed back publicly, and Amodei argued safety claims only carry weight when the underlying work happens in the open. (The Decode) Qualcomm's AWS Deal Validates Its Data Center Silicon Bet: Qualcomm signed a multi-generation collaboration with AWS worth up to $60 billion over a decade, with an initial issuance already covering roughly $9 billion in committed orders. AWS also picked up warrants for 25 million Qualcomm shares tied to the spending commitment. Daniel Newman framed the deal as proof that TSMC capacity plus a credible product lineup is enough to win hyperscaler business, even against entrenched incumbents like Broadcom and Marvell. Patrick Moorhead called AWS the hardest hyperscaler to crack given its in-house CPU and accelerator competency, making the partnership a bigger validation signal than the market's muted stock reaction suggested. (The Decode) Apple's Ternus Era Opens With a Pricier iPhone and a First Real AI Monetization Signal: Apple's first major product event under new CEO John Ternus introduced a $1,999 foldable iPhone Duo alongside a $100 price increase on the iPhone 18 Pro and Pro Max, tied to a 4x jump in memory costs. Patrick Moorhead noted the company already guided gross margin down to 48% and softened the price hike with lease and Apple One bundling options. Apple also detailed its first concrete AI monetization plan, introducing token limits for cloud-based Siri processing beyond what its on-device AI can handle. Moorhead remained skeptical of the actual Siri experience, expecting the rebuilt assistant to stay in beta status for up to a year after launch. (The Decode) Federal Agencies Name Six Chinese AI Labs in a Distillation Advisory: The NSA, CISA, and FBI issued a joint advisory naming DeepSeek, Moonshot AI, Alibaba, Minimax, StepFun, and Z.AI for running industrial-scale knowledge distillation campaigns against US frontier models. Daniel Newman linked the advisory to a separate Anthropic security report describing API exchanges in which Chinese labs extracted answers directly from Claude. Patrick Moorhead pointed to his own August analysis of Kimi K2, which he said was distilled from frontier models months before the government confirmed the pattern. Newman estimated the distillation activity generated roughly $40 billion in revenue attributed to Chinese labs, separate from the $5 billion Anthropic removed from its own reported ARR after tracing distillation activity back to Meta's Muse model. (The Decode) IonQ's Investor Day Shows the SkyWater Bet Paying Off Early: IonQ used its September 9, 2026 investor day to show tape-out cycles falling from nine months to two months since acquiring SkyWater, alongside a raised combined revenue guide of $450 to $460 million, up from a standalone range of $280 to $290 million. The company confirmed Qolab as its first merchant foundry customer, with roughly a third of SkyWater's wafer capacity currently booked. Patrick Moorhead flagged that IonQ still has not disclosed gate fidelity and error rate figures for its Superion 256 roadmap, data he believes is more important than the qubit count headline. Daniel Newman placed IonQ alongside IBM as the only two companies pursuing a fully vertically integrated quantum stack, running at what he estimated is a $100 million quarterly pace. (The Decode) The Flip: Does the Distillation Advisory End Enterprise Use of Chinese Open Weight Models?: Daniel Newman argued the joint federal advisory makes Chinese open weight models like Qwen unsponsorable inside major enterprises, regardless of legality, because no general counsel wants a breach traced back to a model the FBI specifically named. Newman pointed to open weight alternatives like MBZUAI's K2 Horizon as a viable substitute already gaining ground. Patrick Moorhead argued the advisory specifically targets malicious extraction techniques and leaves legitimate distillation untouched as a valid technical method. Moorhead cited Meta's reported $5 billion in distillation spending against Anthropic's Claude as evidence the same technique operates as standard practice among US labs too. (The Flip) Citi's Bullish Call Ignites a Broad Chip Rally: A bullish Citi note on the semiconductor sector combined with CPU pricing chatter and renewed custom silicon momentum to send Intel, Qualcomm, AMD, and Broadcom all higher on September 8, even with oil prices falling. Patrick Moorhead credited the move to growing confidence across the entire AI buildout chain, from NVIDIA's line of sight toward $1 trillion in bookings to the financing and power capacity required to support it. Dell shares climbed almost 12% and HP gained roughly 11% on the same data center capex read-through. (Bulls and Bears) Oracle's Backlog Keeps Growing as Free Cash Flow Turns Negative: Oracle posted $19.3 billion in quarterly revenue, up 30%, with cloud infrastructure revenue up 121% and remaining performance obligations climbing $209 billion year over year to $664 billion. The company delivered more than 300,000 GPUs and signed over $30 billion in new AI cloud contracts during the quarter. Patrick Moorhead flagged that Oracle generated $23 billion in operating cash flow, funded largely through customer prepayments and equity, in the same quarter its free cash flow turned negative. Daniel Newman added that Oracle's cloud gross margins trail the larger hyperscalers, a tradeoff he said the company is betting will resolve through pricing power once customers are locked in. (Bulls and Bears) Adobe Beats Estimates Again, AI Revenue Still a Sliver of the Business: Adobe posted record revenue and non-GAAP EPS that beat estimates, with AI-first ARR up 150% to more than $650 million. Patrick Moorhead pointed out that figure still represents only 2.5 percent of Adobe's total revenue base, following a June pricing reset that redirected roughly $500 million toward a freemium push for Firefly. Adobe shares lagged the broader software rally that lifted Salesforce, ServiceNow, and Snowflake sharply higher on separate AI announcements during the week. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode Anthropic Researcher's Doomsday Claim: https://fortune.com/2026/09/09/anthropic-researcher-resigns-warn-ai-companies-gambling-with-lives/ Qualcomm's AWS Deal: https://www.qualcomm.com/news/releases/2026/09/qualcomm-announces-multi-generational-product-collaboration-with Apple's Ternus Era: https://www.reuters.com/technology/foldable-iphone-pricier-18-pro-unveiled-apples-first-event-under-ternus-2026-09-09/ https://moorinsightsstrategy.com/research-notes/patrick-moorhead-discusses-apples-iphone-launch-on-cnbc-september-9-2026-broadcast-analysis/ Federal Distillation Advisory: https://www.cisa.gov/news-events/cybersecurity-advisories/aa26-251a IonQ Investor Day: https://x.com/MoorInsStrat/status/2097431533170913505 ; https://x.com/PatrickMoorhead/status/2078119899059179668 The Flip Does the Distillation Advisory End Enterprise Use of Chinese Open Weight Models? FOR: https://www.cisa.gov/news-events/cybersecurity-advisories/aa26-251a AGAINST: https://www.reuters.com/legal/litigation/us-urges-hands-off-approach-ai-regulation-g20-tech-meeting-2026-09-01/ Bulls and Bears Chip Rally: https://www.investing.com/news/stock-market-news/citi-boosts-chip-sector-outlook-as-semiconductor-stocks-rally-93CH-4892192 Oracle: https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspx Adobe: https://finance.yahoo.com/technology/articles/adobe-reports-record-q3-results-200500281.html  

Silversea returns to Alaska in 2027 with 29 voyages aboard Silver Moon and Silver Whisper, running from May 27 into early September and calling at 14 ports including Juneau, Skagway, Ketchikan, Sitka, Metlakatla and Klawock, with Seward's new Dale R. and Carol Ann Lindsey Alaska Railroad Terminal now open. AIDA Cruises rebrands its fall 2026 and spring 2027 repositioning sailings as Time-Out Voyages, putting five ships from its 11-vessel fleet on longer crossings spanning Western Europe, the Atlantic, the Caribbean, the Mediterranean and southern Africa, including AIDAbella from Kiel to Barbados and a 14-day AIDAmar run from Warnemunde to Mallorca. And Adora Cruises links its Aiyou Club loyalty program with Alibaba's Fliggy platform, letting members connect accounts, sync tier status and earn points across both, ahead of the November 22 maiden voyage of Adora Flora City from Guangzhou Nansha International Cruise Homeport.

What happens when the people building the world's most powerful AI systems start warning that they may not know how to control what comes next?At the same time those warnings are getting louder, the AI race is doing anything but slowing down. New autonomous agents are launching across major platforms, companies are pouring staggering amounts of money into compute, and AI is moving from answering questions to taking actions on our behalf.For business leaders, the takeaway isn't to panic—or to sit on the sidelines. It's to understand how quickly the landscape is shifting, where the real opportunities are emerging, and why governance, security, and responsible adoption need to evolve just as quickly as the technology.In this episode of Leveraging AI, Isar Meitis connects the dots between three major developments shaping the next phase of AI.In this session, you'll discover:Why the resignation of Anthropic researcher Jacob Coxon ignited a massive debate about superintelligence and AI alignment.What current Anthropic researchers are saying about the possibility of controlling recursively self-improving AI.Why competition between AI labs may be making meaningful coordination and slowing down increasingly difficult.What OpenAI's own leadership is saying about alignment, monitoring, and potentially pacing future AI development.How AI is rapidly moving beyond chatbots and into autonomous agents that can perform real-world tasks.Why new agentic products from Meta, OpenAI, Alibaba, Instacart, Microsoft, and others matter for businesses.How agents could reshape everything from personal assistance and software development to shopping and digital workforces.Why security, governance, and control remain the biggest gaps as autonomous AI becomes more capable.How enormous investments in chips, data centers, and compute reveal just how much further the AI industry expects this expansion to go.What the accelerating demand for AI infrastructure means for the scale of the transformation still ahead.About Leveraging AIMulti-Agent Orchestration Course: https://multiplai.ai/multi-agent-orchestration-course/YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/eventsIf you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

Anthropic detailed how it disrupted AI misuse for cyberattacks, surveillance, and bioweapons research, OpenAI paused new ChatGPT Pro signups amid Astra demand, AI assistant Instinct sought $1B in new funding, and IDScan confirmed its driver's-license breach. Anthropic publishes a threat intelligence report on how it disrupted efforts to misuse Claude for cyberattacks, influence operations, surveillance, and more (Anthropic) TechCrunch details Anthropic's five distillation campaigns, including a 151 million-exchange effort tied to Alibaba's Qwen models and a Moonshot AI campaign that routed Chinese military surveillance requests through Claude via 5,000 accounts (TechCrunch) The New York Times reports Anthropic blocked a scientist's grant request to engineer a more harmful chikungunya virus strain at a military research institute, one of several disrupted plots it says could have aided biological weapons development (The New York Times) OpenAI says it will pause new $200/month ChatGPT Pro subscriptions amid "unprecedented" Astra demand; existing accounts, other plans, and API are unaffected (X) Wired reports OpenAI has asked Congress whether an industry-wide AI slowdown would violate antitrust law, as a bipartisan bill to let AI labs coordinate on safety sits stalled in the House Judiciary Committee (Wired) Source: AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints (The Information) ID verification service IDScan confirms that a data breach involved the theft of driver's licenses from its systems after hackers tried to sell 153M+ licenses (TechCrunch) Subscribe to the ad-free feed.

(Presented by TLPBLACK: A cybersecurity intelligence platform focused on sharing curated, high-sensitivity threat insights and research with trusted security professionals.) Three Buddy Problem - Episode 113: On the show this week, the buddies dig into an Anthropic researcher quitting with a warning that AI could kill us all, the San Francisco "death cult" and their motives, and agent swarms leaving junk on public wikis and university URL shorteners. Plus, a high-quality Anthropic's threat report and the claim that Moonshot was quietly serving Claude tokens as Kimi K3, live MikroTik and Chrome zero-days that landed a day ahead of the patches, and a WeChat worm that hijacks an account via phone calls. Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu. Timestamps: 0:00 Introductory banter, TLP Black 5:05 LabsCon, the last one, and JAGS on his keynote 8:24 Costin's agentic CTI training and what old-school CTI is missing 16:27 Anthropic's threat-intel report + IOCs 20:00 APT29 and DarkSword on hotel Wi-Fi 23:34 Bioweapons, guardrails, and what got shut down 28:07 Why is anyone running these attacks on Claude at all? 35:53 Distillation at industrial scale and the Kimi K3 fraud claim 48:43 Chinese models, Americanized, running on DGX Spark 55:00 Mr. America: local AI and the seven-layer cake 1:04:34 Should frontier AI labs poison the distillers? 1:27:05 What the frontier labs did to the security ecosystem 1:34:22 Jacob Coxon quits, and the doomer argument falls apart 1:59:13 Agent swarms littering the internet 2:07:29 Chrome zero-days, MikroTik, patch-gaps

Unichannel isn't the next phase of omnichannel. It proves that omnichannel was never the finish line. In this episode of the Global Lens podcast series, host Lavina Suthenthiran speaks with Michael Zakkour, Founder & Chief Strategist of 5 New Digital, about the unichannel model he pioneered in China, retail's next growth market, and what makes a merger actually work. INSIDE THE EPISODE: - Omnichannel and multichannel were always the same thing The real goal was never more channels; it was one unified business behind them. Unichannel means no separate teams, budgets, or profits and losses for each channel, just one experience that feels consistent no matter where the customer shows up. -China built the model the rest of the world is still catching up to Alibaba fully integrated online, offline, supply chain, and media into one system, buying up department stores, grocery chains, and liquor retailers and folding them directly into its online business. That integrated model put Alibaba years ahead of Amazon at the time, and it's what most Western retailers are only now starting to build toward. - Latin America is the market to watch next Brazil, Mexico, and Central America are where real investment is happening now, driven by proximity to the US and a strong demand for modern retail infrastructure and expertise. -The strongest brands aren't the biggest, they're the best-prepared Right now, the strongest opportunity is in the lower middle market: brands between $4M and $100M in revenue that are already profitable. The advice for founders is simple: build your company as if you're exiting in four years, whether you plan to or not. Listen above for the case against omnichannel, why Latin America is retail's next big market, and why due diligence determines global expansion success.

Alibaba raised $10 billion in a share sale this week specifically to fund AI expansion, then immediately launched its Wan3.0 AI video model — a signal that Chinese tech giants are moving fast and spending big to compete with US rivals. We examine what this capital deployment means for the global AI arms race, competitive dynamics, and whether US investors should be paying closer attention to Chinese AI.Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, The Utility Sector, Themes Humanoid Robotics ETF (BOTT), Global X Robotics & Artificial Intelligence ETF (BOTZ), ROBO Global Robotics & Automation Index ETF (ROBO), MSC Industrial Direct Co., Inc. (MSM), Alibaba's $10 Billion AI Bet: What China's Tech Giants Signal About the Global AI Race, Good ETFs to Invest In, Genpact Limited (G), Autodesk, Inc. (ADSK), August Gas Price Milestone.Advertising Inquiries: https://redcircle.com/brands