Podcasts about alibaba

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws.DAX über 26.000. Amazon über 3.000 (Milliarden). Alibaba kann KI. CXMT bedroht Micron & Co. Fanuc crasht trotz Wachstum. Visa kauft BioCatch. Beiersdorf in Krise. Spider-Man bricht Kino-Rekord. Telekom profitiert von Anti-T-Mobile-Deal. Aperol in Gefahr.AstraZeneca (WKN: 886455) denkt über eine Mega-Fusion mit Bristol-Myers Squibb (WKN: 850501) nach. 400 Mrd. $ Deal. Patent-Klippen-Maxxing oder strategischer Coup?JPMorgan (WKN: 850628) scheitert wieder am Fußball. Erst Super League, jetzt FIFA-Privatisierung. Trotzdem: 10 Mrd. $ an Sport-Deals seit 2021. Und der Angriff auf Europas Privatkundenmarkt läuft.Diesen Podcast vom 04.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the first trading day of August, David Faber and Jim Cramer explored several developments of importance to the markets; The U.S.-Japan joint intervention to prop up a yen trading at 40-year lows; Stocks jump as oil prices tumble on hopes for a diplomatic solution to the U.S.-Iran conflict; AstraZeneca reportedly in merger talks with Bristol Myers Squibb to create a nearly $400 billion pharmaceutical giant. Also in focus: Starbucks gets upgraded, SpaceX hits new lows ahead of its Tuesday earnings report, Alibaba's AI bounce, a look at whether July's biggest stock losers can rebound in August, the Dow aims for a five-month win streak, the 19th anniversary of Cramer's "They know nothing!!" Fed rant.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we explore OpenAI's controversial influencer retreat and its implications in the AI space, along with Alibaba's new AI model release and Visa's acquisition of BioCatch. We also discuss the evolving landscape of AI search summaries and Apple's upcoming subscription model for Siri users.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we provide Midjourney's reflections regarding OpenAI's recent retreat. We discuss the implications for creative applications in AI.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we consider the impact of OpenAI's retreat on ChatGPT and similar technologies. Our analysis includes reactions from users and developers alike.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we break down the controversy surrounding OpenAI's retreat. We analyze different viewpoints and the potential implications for the AI community.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Die Wall Street geht uneinheitlich in den Tag. Wir sehen starke Gewinne im Dow Jones, und leichte Gewinnmitnahmen beim Nasdaq. Rückenwind liefern die Entspannung im Nahen Osten, deutlich fallende Ölpreise und niedrigere Renditen der US-Staatsanleihen, nachdem Donald Trump einen angekündigten Militärschlag gegen Iran vorerst gestoppt und neue Verhandlungen in Aussicht gestellt hat. Marriott überzeugt mit soliden Zahlen und einem angehobenen Jahresausblick, mit der Aktie aber dennoch leicht unter Druck. Im Technologiesektor bleibt KI das dominierende Thema: OpenAI meldet mehr als eine Milliarde aktive Nutzer, Alibaba verschärft mit Qwen3.8 Max den Wettbewerb, zugleich wächst die Sorge über die Finanzierung des Booms, da die Hyperscaler Investitionen von fast 2,4 Billionen US Dollar zugesagt haben und der freie Cashflow unter Druck gerät. Analystenseitig erhalten Microsoft, Applied Materials, UPS und Delta Rückenwind, während NXP Semiconductors und eBay abgestuft werden. Im Fokus stehen heute der ISM-Einkaufsmanagerindex sowie nach Börsenschluss die Zahlen von Palantir, ON Semiconductor und Snap. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In this episode, we examine how OpenAI's retreat affects nonprofit initiatives in the AI space. We discuss the potential challenges and opportunities moving forward.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we discuss Elon Musk's responses to the recent controversy surrounding OpenAI's retreat. We explore his perspectives and insights.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Verrassend is het niet, opvallend is het wel: weer wordt Shell een stukje minder groen. Het bedrijf neemt afscheid van alle Europese wind- en zonneparken op het vaste land. Ze verkopen de hele tak aan concurrent Total Energies. Wat dat betekent voor de Europese toekomst van Shell, bespreken we deze aflevering. Net als in hoeverre deze activiteiten bij Total Energies beter af zijn. Hebben we het ook over de Japanse yen. Na een dramatisch jaar won die munt vrijdag opeens aan waarde. Vandaag gaven de Amerikaanse en Japanse overheid het toe: de VS heeft een handje geholpen. Waarom het zover moest komen en wat dat jou als belegger uit moet maken, zoeken we ook voor je uit. Hoor je ook: Overnamegeruchten bij NXP Fusiegeruchten bij AstraZeneca Een verlies bij PostNL dat tóch wordt beloond Een nieuwe Chinees AI-model Te gast: Han Dieperink, CIO bij Auréus 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.

In this episode, we speculate about what lies ahead following OpenAI's recent retreat. We discuss potential shifts in strategy and market response.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Daily Business and Finance Show - Monday, 3 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Hedge funds sold tech at historic pace ahead of Situational Awareness fire sale AstraZeneca, Bristol Myers held merger talks, Financial Times reports Oil plunges as US pauses Iran strikes; OPEC+ approves output increase SA Asks: How big of a threat is China's CXMT to memory chipmakers? Google pulls AI feature after users create fake satellite images California Democrats endorse billionaire tax despite party divisions CXMT eyes second Beijing DRAM plant as China boosts chip capacity - report Alibaba jumps 7% after introducing Qwen3.8-Max in China's intensifying AI race Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the repercussions of OpenAI's recent retreat. We examine how stakeholders are reacting and what this means for the future.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

In this episode, we discuss engineering perspectives regarding OpenAI's recent retreat. We analyze how this will influence engineering approaches in AI.Chapters00:00 Introduction00:08 OpenAI's Influencer Retreat00:54 Alibaba's New AI Model04:12 Visa Acquires BioCatch11:53 Reddit's AI Concerns14:06 Apple's Siri Subscription Plan Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode covers the Naavik Digest newsletter published on Sunday, August 2nd. In this week's issue, we discuss the decline of platform-led gaming in China through the lens of Alibaba's likely sale of Lingxi Games, the studio behind Three Kingdoms Tactics.You can read the newsletter (with even more sections and visual detail) here: https://www.naavik.co/digest/the-structural-failure-of-platform-led-gaming-in-chinaMeet with Naavik at Gamescom: https://naavik.typeform.com/to/qE3Yw6pa?typeform-source=www.dropbox.com Want to explore working with Naavik? Shoot us a note: https://naavik.co/contact-us/ Let us know what you think by sending us a note at podcast@naavik.co.Watch our episodes: YouTube ChannelFor more episodes and details: Podcast WebsiteFree newsletter: Naavik DigestFollow us: Twitter | LinkedIn | WebsiteSound design by Gavin Mc Cabe

Last week, Ralph, along with our constitutional law expert, Bruce Fein, organized another symposium in Washington DC on impeaching Donald Trump. On today's program, we play you highlights from that symposium with eight of the participants, each of whom are going to give listeners their perspective on why Donald Trump should be impeached even before the midterm elections.The rhetoric from many Democratic leaders has not kept up with the horror and the urgency of what [Donald Trump] is inflicting on America and the American people. He has moved very, very quickly to develop a fascist dictatorship embodying a kleptocratic corporate state that is marked by non-regulation, tax cuts for the wealthy, and tax escapes for the wealthy and major corporations, as well as expanded corporate welfare in the midst of personal and institutional two-way bribery and extortion. It's very important to punctuate the seriousness of what he's already done.Ralph NaderCelinda Lake is a political strategist and president of Lake Research Partners.What I love about polling is: conventional wisdom is wrong about 90% of the time, plus or minus 5%. Beltway conventional wisdom is wrong about 100% of the time, plus or minus 5%. So, “Everybody knows impeachment is unpopular.” No, it's not. It's very popular. A majority of people support it. “Everyone knows that it'll energize the other side.” No. The other side, to the extent they're going to be energized, they're already energized. We need to energize our side. We need to get our people out to vote… “Everyone knows it's very volatile.” No, it's not. Attitudes about impeachment track with job performance… And finally, “Everybody knows that nobody understands impeachment.” Well, frankly, voters understand it better than a lot of elected officials.Celinda LakeSuparna Reddy is the Senior Counsel for Free Speech For People.Let us be clear: Congress should impeach and remove Trump for each and every one of these hundreds of offenses. And we have a duty to record his every abuse of power. But in the process, we should not miss the forest for the trees— Trump is intentionally and systematically dismantling our democratic institutions to consolidate his own power and line his own pockets.Suparna ReddyRichard Painter is the S. Walter Richey professor of corporate law at the University of Minnesota Law School and was the chief White House ethics lawyer from 2005 to 2007.We have seen serious, indeed, tragic financial conflicts of interest in the executive branch never before seen in the history of our country—unless we look at our very early Presidents who held vast plantations with slave labor, a clear economic conflict of interest with their official duties. A conflict of interest shared by many Senators and Representatives and Justices of the Supreme Court, and indeed a tragic conflict of interest for the first eighty years of our history that ended only with a bloody civil war. But since then, we have not had at least a President who is embroiled in financial conflicts of interest with his official duties.Richard PainterDoug Bandow is a senior fellow at the Cato Institute, specializing in foreign policy and civil liberties.We need to make a persuasive argument for people, whether they like Donald Trump or not, to understand the Constitution transcends this President. The Constitution transcends future Presidents and future crises. We need to convince Americans across the political spectrum to stand with the rule of law, to stand with accountable government, to stand with an accountable executive, responsible legislatures. History tells us that one person making these decisions is not good. Plenty of authoritarians in the past have made these decisions and brought their countries to disaster.Douglas BandowErwin Chemerinsky is the Dean and Jesse H. Choper Distinguished Professor of Law at the University of California, Berkeley School of Law.We're now at a moment when the federal government is a threat to our rights. The actions of the Trump administration are unprecedented in the violations of the Constitution. And so I think it's crucial that state and local governments step in so as to protect rights. It's interesting that through American history, Federalism has always been equated, states' rights have always been equated with regressive policies… But now it's time for progressives to use states' rights and look for the opportunities for states to safeguard our constitutionErwin ChemerinskyKeira Havens is a United States Air Force veteran, a former scientist, and a longtime political activist. She is the executive director of Citizens' Impeachment.Everybody has agency. Everybody has a role that they can play. Everybody can take action. As a private citizen, I can say, “Man, there are a lot of things wrong with what's happening.” In fact, I wrote several articles of impeachment: tyranny, treason, obstruction of justice, and of course, corruption, right? Members of Congress have more power than that. They need to do more than say things. They have to take action. Courage is an action. It's what you do after you say the words that really matters. And every single member of Congress is able to take action. They are able to introduce articles of impeachment, and they are refusing.Keira HavensJessica Denson is a former Trump staffer and founder of the Removal Coalition.The American people (and particularly Democratic primary voters) are looking for fighters. For God's sake, what could you do better than to exert the power that you have—this one privilege in the House, Rule 9, that gives any member of the Congress, including the minority, the ability to force a vote any time. Why would you sit on that? Why would you wait? Instead, in my activism, I've had to resort to relying on literally one Congressman. This is so pathetic. He is a dear friend, and I am so grateful for him. But to this day, I think it is pathetic that I have to rely on one Congressman to bring forth articles of impeachment and force votes, and that's Representative Green.Jessica DensonNews 7/31/26* Our top stories this week have to do with the Democratic National Committee. Several stories have recently come out about DNC Chair Ken Martin, ranging from interpersonal issues to his utter failure to raise money for the Democratic Party. The most stunning example of this comes from NOTUS, which reports that Martin “put [the DNC's] physical headquarters up for collateral last year in order to obtain a $15 million line of credit to help invest in off-year elections.” While the party has used this mechanism before, it underlines the gaping disparity between the DNC, which is currently over $2 million in debt compared to the Republican National Committee (RNC), which can boast $128.5 million cash on-hand.* Compounding the issues of the already cash-strapped DNC, the New Republic reports the Democratic National Committee was scammed out of nearly $29,000 by an email from someone pretending to be Chair Ken Martin last year. DNC spokesperson Mia Ehrenberg is quoted saying “The DNC takes seriously our duty to protect the funds provided to us by millions of patriotic Americans chipping in to fund our mission…this was a one-off mistake that was promptly caught and addressed, and no similar issues have occurred since.” That said, only $7,000 worth of this money has been recovered. As TNR puts it, “This has all been very embarrassing. Martin can't raise money, can't keep money, and can't unite the base under the big tent' he likes to talk about.” Martin may also be facing an outright rebellion led by party insiders.* One surprising proposal to this effect is coming from a very unlikely source. The Hill reports veteran Democratic strategist James Carville, while tearing into Martin, opened the door to former DNC Vice-Chair David Hogg taking the reins. Carville said the DNC appears “dysfunctional” and that the committee needs to “figure out a way maybe they could be somewhat relevant,” adding that “If David Hogg wants to take it over, I ain't stopping you…Go ahead, man, I don't really care.” This is a stark turnabout from Carville's position on Hogg when the latter was in DNC leadership; back then, Carville dismissed him as “a contemptible little twerp.” In an interview, Hogg highlighted this exact reversal, while simultaneously saying that he did not want to lead the crumbling Democratic Party organization. Ben Wikler, the former Wisconsin Democratic Party Chair who challenged Ken Martin in 2025 has also resisted calls to take over the DNC, with rumors circulating that he is gearing up to run for Senate in the Badger State next cycle. While pressure continues to mount on Martin, alternative leadership remains elusive.* Speaking of lackluster leadership, Sources Say News reports Capitol CNCT has launched The Scoop which they describe as “a confidential rating system that lets current and former Hill staffers weigh in on the members and offices they have worked for.” As one might imagine, some reviews are extremely scathing. This piece cites one that reads, “Leadership is abusive. Lies about promotions and bonuses…This place will leach at your mental health like a vampire…Beware.” Sources Say highlights the fact that “Unlike most workplaces, Congress has no HR department, which means bad behavior by members and senior staff can go unreported and unchecked for years.” The new site verifies that the posters are or were real employees of these offices, but keeps their names anonymous to protect them from retaliation.* In more news from Congress, POLITICO reports Maryland Representative and House Judiciary Committee ranking member Jamie Raskin is launching a new investigation into Jeffrey Epstein, this time focusing on whether the deceased sex offender and financier acted as an unregistered foreign agent. In a letter to Acting Attorney General Todd Blanche, Secretary of State Marco Rubio, and Director of National Intelligence Jay Clayton, Raskin writes that “Jeffrey Epstein never registered as a foreign agent…Yet numerous recently released documents now show he acted aggressively on behalf of multiple foreign governments, including several with interests adverse to the United States, in order to influence policies of the first Trump Administration.” The declassified files reveal that Epstein “offered to serve as a conduit between Saudi Arabia and members of the Trump administration, consulted with Russian officials on engaging with the president and advised former Israeli Prime Minister Ehud Barak.” This inquiry is likely to raise fresh questions about not only Epstein's role working on behalf of foreign governments, but his possible connections with intelligence and espionage organizations including the CIA and Mossad.* Other progressive members of Congress, led by Congresswoman Ilhan Omar, have issued a formal response to a new Trump administration report on Cuba. These members interpret this report – which claims that the tiny Caribbean nation of 10 million people has “waged a sustained campaign” to “conquer” the United States and is backing “left-wing terrorism on American soil” – is in fact an instrument the administration plans to use to persecute “Trump's perceived political enemies.” Omar, joined by Representatives Jim McGovern, Delia Ramirez, Rashida Tlaib, AOC and more, contend that Trump is “hell-bent on taking America back 70 years to the height of Cold War McCarthyism, when hawkish foreign policy was paired with unsubstantiated accusations of communist subversion and political repression against dissidents at home.” The administration report singled out several organizations and activists, including the National Lawyers Guild, Hasan Piker, and campus activist Isra Hirsi, daughter of Congresswoman Omar. This from Common Dreams.* In more news from the left, POLITICO reports Donavan McKinney – who is challenging incumbent Congressman Shri Thanedar in Detroit – picked up a major batch of endorsements this week from members of the Congressional Black Caucus. These new endorsers include Representatives Steven Horsford, the former chair of the CBC, along with Lateefah Simon and Ayanna Pressley. These endorsements, particularly that of Congressman Horsford, are notable because Thanedar retains the support of House Minority Leader Hakeem Jeffries and his deputies, Representatives Pete Aguilar and Katherine Clark. McKinney said he was “honored” by these endorsements, adding that he “[looks] forward to working alongside these incredible leaders to pass critical legislation to protect voting rights, get big money out of our politics, and ensure all families have access to the resources they need to not just survive, but to truly thrive.” McKinney's primary will be held on August 4th, along with the more closely watched Senate primary between progressive Abdul El-Sayed and his moderate, establishment-backed opponent Haley Stevens.* Meanwhile, in New York City, Mayor Zohran Mamdani continues to fulfill campaign promises at an astonishing rate. First, Forbes reports that Mamdani has officially introduced a $124.7 billion city budget which includes funding for five city-run grocery stores which will sell staple foods at a 30% discount compared to private grocery stores. These staples are set to include produce, dairy, bread, select meat and seafood, and approximately 20 other products. Being city-owned, these stores will not have to pay rent or property taxes, ensuring they can operate more cheaply than their competitors in the private sector. This piece notes that similar experiments in smaller cities like Baldwin, Florida, and Erie, Kansas proved unsustainable financially, while proposals in Chicago and Kansas City struggled to get off the ground. There is reason to believe New York will prove a different matter entirely, but that remains to be seen. At the same time, Jacobin reports Mamdani is launching a new initiative called “Talk to Tenants,” which will “send volunteers door-to-door in buildings with chronic housing code violations, connecting renters with organizing resources, neighborhood organizations, and training on tenants' rights and how to build tenant associations.” This effort will be led by the Office of Mass Engagement in partnership with the Office to Protect Tenants. It is extremely encouraging to see Mamdani utilizing a varied array of tools at his disposal – including both direct action by the city as on grocery stores or using city resources to promote the formation of non-governmental organizing efforts – in order to achieve his vision of a just and affordable American metropolis.* In more troubling, if not surprising, news, the Wall Street Journal is out with a new report finding that the Department of Justice is giving a green light to corporate criminals. The Journal cites examples ranging from Alibaba to Boeing and EagleBank to Abbott Laboratories where the Trump DOJ “declined to charge companies even when prosecutors thought executives or managers were involved in the wrongdoing.” This follows from directives given by Acting Attorney General Todd Blanche, who has “said prosecutors shouldn't view prosecuting companies as their goal and should instead focus on holding individual wrongdoers accountable.” This piece cites a December speech by Blanche in which he stated that “Companies don't go to jail, people do.” Yet, it seems that under the Trump Justice Department, neither do.* Finally, in more corporate news, the antitrust lawsuit filed by over a dozen state attorneys general has at least temporarily succeeded in halting the mega-merger between Warner Bros. Discovery and the Ellisons' media conglomerate, Paramount Skydance. After the lawsuit was filed, a federal judge in Oakland ordered a pause on the deal, and since then, the Ellisons themselves have agreed to put the merger “on ice” pending the outcome of the trial, Variety reports. This piece also highlights the private sentiments of anonymous Warner Bros. executives who apparently hope that the deal hits a “legal landmine” and is ultimately “nixed.” However, in an internal memo, David Ellison maintained that “the facts and the law are on our side, and a full hearing will demonstrate why the plaintiffs' arguments should not prevail.”This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Grant shares the real origin story—growing up around dirt bikes and construction with his dad, the moment a tensioned bungee cord sunk into his father's hand, and how that gap in the market stuck with him for years. After becoming a dad himself and feeling limited in the trades, he dug the old "Grant Strap" idea out of his phone notes during COVID and decided to actually build it. They dig into the messy reality of inventing and launching a physical product: the prototype phase with Home Depot parts and Alibaba springs, finding the right tension (about 120 lbs on the first model), avoiding the "mailbox money" invention scammers, making and selling the first ugly versions yourself, and why "people don't buy ideas—they buy products." Grant explains how the spring-loaded design works, the continuous polyester limiter band for safety and load rating, why it stays tight when loads shift or compress (coolers, cardboard, UTVs, Jeeps), and the three models (1", 1.5", and the 2" Pro with ratchet) that cover everything from college moves to Moab trailers. The conversation also covers the less glamorous side of business—patent threats that turned into nothing, copycats, why building a strong brand and customer service is better protection than a patent alone, working-load math that goes beyond just vehicle weight, all-weather durability, proper care for lifetime performance, pack sizes, lengths, and extensions. Grant talks about his Invent With Me podcast (helping inventors avoid the same pitfalls he hit) and what's next for TorkStrap: more trade shows, social content, and partnerships rather than diluting the core product. If you've ever cursed a ratchet strap in the rain, watched a load loosen on the highway, or thought about turning a simple idea into a real business, this one's for you. **Timestamps** 00:00 AI Sign Language for Deaf Viewers 00:41 Early Inspiration for Better Cargo Straps 02:36 Childhood Prototypes Reveal Market Gap 04:10 COVID Motivation to Launch Business 07:04 Inventor Licensing Pitfalls and DIY Sales 09:48 Prototyping, Sampling, and First Customers 11:52 Designing the Spring-Loaded Torque Strap 14:06 How Torque Straps Work and Their Benefits 22:48 Creative Branding Ideas for Torque Straps 24:05 Facing Competition and Patent Infringement 27:33 Defending the Product Against Patent Claims 28:12 Commitment to Quality and Customer Support 29:10 Competing with Copycats and Maintaining Reputation 30:05 Encouraging Ethical Purchasing 30:58 Patent Vulnerabilities and Enforcement Challenges 35:53 Introducing the Invent With Me Podcast 37:17 Calculating Load Ratings and Strap Sizing 44:28 All-Weather Durability and Maintenance 45:30 Spring Longevity and Packaging Options 47:02 Pricing Packs and Managing Expectations 48:04 Customizing Strap Lengths for Use 49:01 Strap Longevity and Care Guidelines 50:50 Subscription Idea Mentioned 51:04 Social Media Presence and Promotion 54:35 Upcoming Marketing Focus for Torque Strap 56:09 Shift from Engineering to Marketing 56:40 Humorous Product Concepts and April Fools 57:08 Closing Remarks and Podcast Promotion 57:42 Final Thoughts and Gratitude **Key takeaways** - Just pull—spring tension adapts to load shift or compression so you rarely (or never) have to stop and re-tighten. - Continuous polyester strap carries the actual load rating; the spring is the adaptive element with a limiter. - Three models cover light-to-heavy needs, including a 2" Pro with ratchet for vehicles and heavier cargo. - Lifetime warranty when treated with respect; average "cheap strap" life is ~2 years because people leave them in the bed. - Best protection in business isn't always the patent—it's being the guy who answers the phone, honors the warranty, and shows up every day. Check out TorkStrap: Website: https://torkstrap.com Social (all platforms): @tork_strap Invent With Me podcast: Search "Invent With Me" on YouTube, Spotify, or Apple TorkStrap M500 14' x 1'' Self-Tensioning Tie Down Straps (4-Pack) https://www.amazon.com/TorkStrap-M500-Self-Tensioning-Straps/dp/B0B9J1JW7M TorkStrap HD750 14' x 1.5'' Self-Tensioning Tie Down Straps https://www.amazon.com/TorkStrap-Self-Tensioning-Straps-Patented/dp/B0CHGDFL2W TorkStrap PRO 25' x 2'' Self-Tensioning Ratchet Straps https://www.amazon.com/TorkStrap-Tensioning-Ratchet-Straps-Strength/dp/B0F1N84TY1 TorkStrap HD750 Bundle with Carry Bag https://www.amazon.com/TorkStrap-Bundle-Spring-Loaded-Straps/dp/B0CQT6ZTKX Every purchase through these links helps support the Jeep Talk Show at no extra cost to you. For more recommended Jeep gear, tools, and show favorites, visit https://jeeptalkshow.com/amazon. Visit our website: https://jeeptalkshow.com/ Watch/Listen on Spotify https://jeeptalkshow.com/spotify Join our Discord Server: https://jeeptalkshow.com/discord Subscribe to our newsletter: https://jeeptalkshow.com/newsletter Help Support the show via Patreon: https://jeeptalkshow.com/patreon

In Folge 27 begrüßt Ilka Timo Brümmer - COO der rock&stars digital GmbH. Timo ist ein erfahrener Marketingexperte mit einem langjährigen Hintergrund im strategischen Marketing. Zu seinen Kerndisziplinen zählen Vermarktungs- und Content-Strategien mit messbarem Impact auf das Business. Aufgrund seiner Karrierestationen in B2B- und B2C-Unternehmen sowie seinen aktuellen Aufgaben auf Agenturseite, kennt er die Herausforderungen unterschiedlicher Geschäftsmodelle und Branchen. Zu den bekanntesten Kunden zählen Alibaba, Personio oder Vonovia. Neben der strategischen Beratung von Top-Kunden verantwortet Timo das gesamte New Business der Agentur. Seit zwei Jahren ist Timo Host des Podcast "Marketing mit KI“, der mittlerweile der größte deutsche Podcast zu diesem Thema ... Dieser Podcast wird vermarktet von der Podcastbude.www.podcastbu.de - Full-Service-Podcast-Agentur - Konzeption, Produktion, Vermarktung, Distribution und Hosting.Du möchtest deinen Podcast auch kostenlos hosten und damit Geld verdienen?Dann schaue auf www.kostenlos-hosten.de und informiere dich.Dort erhältst du alle Informationen zu unseren kostenlosen Podcast-Hosting-Angeboten. kostenlos-hosten.de ist ein Produkt der Podcastbude.

We are back with another GWIC x Everything Compliance crossover, with Hemma and Lisa joining Kristy Grant-Hart and Karen Moore to talk about what's on their minds and the compliance news of the day. They discuss everything from Scoular Company entering into a Deferred Prosecution Agreement and paying over $10m for FCPA violations, lessons for Ethics & Compliance professionals from the World Cup, the resolution of the allegations against Alibaba and AUS Merchant Services, and what we can take from the leaked draft of the EU's New Public Procurement Regulations. And, of course, it wouldn't be Everything Compliance without the rants and raves.

Anthropic ha pasado en unos pocos años de ser el gran reformador de la inteligencia artificial a ser el gran sospechoso. Fundada en 2021 por Dario Amodei y otros ex empleados de OpenAI, Anthropic se presentaba como la conciencia moral de la inteligencia artificial, el laboratorio que anteponía la prudencia a la ambición. Hoy buena parte de Silicon Valley la mira con recelo y constatan que es como cualquier otra, una empresa que compite con las mismas armas que las demás, solo que envueltas en el celofán de las buenas intenciones. El primer aldabonazo llegó en abril con Claude Design, un competidor directo de Figma cuyo consejero delegado, Dylan Field, reprochó en público la falta de sinceridad de un socio con el que habían estado trabajando mano a mano. En junio se sumó Fable 5, la versión restringida del modelo Mythos, que degrada en silencio ciertas respuestas, no admite retención cero de datos y guarda las conversaciones con los usuarios durante 30 días. Al mismo tiempo Amodei se ha puesto en contra de los modelos de pesos abiertos, más baratos y difíciles de controlar. Lo que muchos sospechan es que está creando un pánico para después ofrecerse a resolverlo. El calendario tampoco ayuda, la compañía planea salir a bolsa en otoño y esos modelos abiertos amenazan sus elevados márgenes. Nvidia, Microsoft, Meta, OpenAI, Google y más de 70 empresas han hecho pública una carta abierta en la que defienden los modelos abiertos. Eso ha dejado a Anthropic prácticamente sola. Amodei no ha tardado en responder arguyendo que su oposición se debe a que quiere evitar que gobiernos autoritarios amenacen la seguridad nacional. El otro campo de batalla es China. Hace dos meses, en una carta dirigida a dos senadores, Anthropic acusaba a Alibaba del mayor ataque de destilación del que se tiene noticia. Al parecer Alibaba creo unas 25.000 cuentas falsas que hicieron 29 millones de preguntas a Claude para extraerle información sobre sus mejores capacidades. Lo curioso aquí es que la propia Anthropic ha destilado todo internet sin pagar derechos de autor y ahora exige a los chinos un respeto por la propiedad intelectual que ellos no tuvieron con nadie. Detrás de esta guerra de los pesos abiertos, a las grandes de la inteligencia artificial se les mueve el suelo bajo los pies, pero por otra cosa bien distinta. Están perdiendo mercado. Como veíamos en el programa del lunes, sus clientes han descubierto que no necesitan gastar una fortuna en tokens de un mismo proveedor y están empezando a repartir su consumo entre modelos más caros y capaces y otros más baratos para tareas rutinarias. Así se entiende mejor la doble cruzada que ha emprendido Anthropic contra la destilación china y contra los modelos abiertos. Ambas apuntan al mismo blanco, la competencia barata que machaca sus márgenes, envuelta, eso sí, en el noble lenguaje de la seguridad nacional. En La ContraRéplica: 0:00 Introducción 3:21 Todos contra Anthropic 31:28 El responsable del incendio de Ávila 37:55 La despoblación rural 43:27 Medios e IA · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #anthropic #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Spain beat Argentina 1-0 in extra time to win the 2026 FIFA World Cup at MetLife Stadium in New Jersey. It was a tournament full of drama, upsets, and cultural moments - not least in China, where Xiaohongshu streamed all 104 matches for free and Norwegian striker Erling Haaland generated nearly 1.8 billion views on the platform. China's national team, meanwhile, watched from home. Again. Mark Dreyer has spent nearly two decades trying to explain that paradox.Mark is the founder of China Sports Insider, author of Sporting Superpower: An Insider's View on China's Quest to Be the Best, and one of the most respected English-language journalists covering sport in China. His recent piece in The Economist on the state of Chinese football went viral, laying out why a country with enormous resources, a football-obsessed president, and 1.4 billion people has qualified for the World Cup exactly once - in 2002 - and shows few signs of returning anytime soon.In this episode, Mark gives his verdict on the 2026 World Cup - the football, the format, and the final. As a dual English-Canadian citizen, he also has personal stakes in two teams: England, who reached the semi-finals before losing to Argentina and finished third with a thrilling 6-4 win over France, and Canada, who bowed out in the round of 16. He breaks down the state of Chinese football at every level - the national team, the domestic league, and the youth development pipeline - and explains why the problems run much deeper than money or political will can fix.Mark also digs into how China consumed this World Cup differently: Xiaohongshu's landmark streaming deal, the Haaland phenomenon and what it reveals about how Chinese fans engage with foreign athletes, and whether China will ever host - let alone win - a World Cup of its own. Discussion Points·       Overall verdict on the 2026 World Cup: the football, the 48-team format, North America as hosts, and Spain's win over Argentina·       England's semi-final run and third-place finish, and Canada's round of 16 exit - Mark's personal take as a dual citizen·       North America as a three-country host and whether England or China could host a future World Cup·       The state of the Chinese men's national team: why investment and political will haven't translated into results·       Youth football in China: structural problems, academic pressure, and what a genuine grassroots culture would require·       The Chinese Super League post-boom-and-bust: where the domestic league stands after the salary caps and corruption investigations·       Xiaohongshu's landmark streaming deal: all 104 matches free of charge, and what it signals about sports broadcasting in China·       The Haaland phenomenon: 1.8 billion Xiaohongshu views, 'Ha Bao,' romance game edits, and what it tells us about Chinese fan culture·       Xi Jinping's three football ambitions - host, qualify, win - and which, if any, are achievable·       The single most important thing that needs to change for Chinese football to genuinely improve

Summary In this episode of the AI for Sales podcast, host Chad Burmeister interviews Sharon Gai, an expert in AI innovation. Sharon shares her journey from B2B sales to leading AI product rollouts at Alibaba. The conversation explores how AI is transforming customer experiences, the importance of future-proofing jobs in an AI-driven economy, and common misconceptions about AI. Sharon emphasizes the need for ethical considerations in AI and discusses emerging technologies that are reshaping the landscape. Finally, she highlights the essential skills sales professionals need to thrive in an AI-augmented future.Takeaways Sharon Gai's journey in AI began in B2B sales. AI has transformed customer experiences significantly. The concept of 'agentic commerce' is emerging with AI. Future-proofing jobs is essential in an AI-driven economy. Misconceptions about AI include the belief that everyone will be replaced. AI lacks emotional intelligence and loyalty. Sales professionals must demonstrate care and motivation. Emerging technologies like HeyGen are changing sales outreach. Ethics in AI requires collective responsibility from all stakeholders. AI can enhance human capabilities but cannot replace them. Chapters 00:00 Introduction to AI and Sharon's Journey 06:31 Transforming Customer Experience with AI 11:14 Future-Proofing in an AI-Driven Economy 19:31 Misconceptions and Realities of AI 26:33 Emerging Technologies in AI 30:47 Ethics and Responsibility in AI 33:50 Skills for Thriving in an AI-Augmented Future The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth.Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies.

China expressed grave concern on Wednesday over the European Commission's decision to fine Chinese company AliExpress under the European Union's Digital Services Act, with a spokesperson for the Ministry of Commerce urging the bloc to stop using platform regulation as a pretext to erect digital trade barriers.周三，中方对欧盟委员会依据欧盟《数字服务法》处罚中国企业速卖通的决定表示严重关切。商务部发言人敦促欧盟不要以平台监管为借口设置数字贸易壁垒。On Monday, the European Commission, the EU's executive arm, imposed a 550 million euro ($627.55 million) fine on AliExpress, an Alibaba-owned cross-border e-commerce platform, accusing the company of failing to address the sale of illegal, unsafe and counterfeit products.周一，欧盟执行机构欧盟委员会向阿里巴巴旗下跨境电商平台速卖通处以5.5亿欧元（合6.2755亿美元）罚款，指控该平台未能整治非法、不安全及假冒商品销售问题。Responding to the move, a ministry spokesperson said in a statement that China will firmly support its companies in safeguarding their legitimate rights and interests through legal means and will take resolute measures to protect the lawful interests of Chinese businesses.商务部发言人就此举措发表声明称，中方坚定支持本国企业通过法律途径维护自身合法权益，并将采取有力措施保护中国企业正当利益。China firmly opposes the EU's use of platform regulation to create digital barriers and adopt discriminatory measures that restrict the normal business operations of Chinese e-commerce companies in Europe, said the commerce official.这位商务部官员表示，中方坚决反对欧盟借平台监管制造数字壁垒，实施歧视性措施，限制中国电商企业在欧洲正常经营。The spokesperson urged the EU to stop abusing its discretionary powers by exploiting ambiguities in legal provisions and to treat Chinese companies in a fair and impartial manner.发言人敦促欧盟不要再利用法律条款模糊之处滥用自由裁量权，公平公正对待中国企业。counterfeit /ˈkaʊntəfɪt/ adj.假冒的；伪造的discriminatory /dɪˈskrɪmɪnətəri/ adj.歧视性的discretionary /dɪˈskreʃənəri/ adj.自由裁量的legitimate /lɪˈdʒɪtɪmət/ adj.合法的；正当的pretext /ˈpriːtekst/ n.借口，托词erect /ɪˈrekt/ v.设立，建立（壁垒）

Send us Fan MailIn this episode, Amith Nagarajan and Mallory Mejias unpack a rapidly shifting AI landscape where powerful, low-cost open-weight models from Chinese labs are challenging the dominance of major U.S. players. They explore Moonshot AI's Kimi K3 and Alibaba's latest model announcements, breaking down what “open” AI really means and why it's driving costs down while increasing competition. The conversation also dives into the growing geopolitical tension around AI, including potential U.S. government intervention and the risks and realities of using models developed abroad. Finally, they discuss a proposal from DeepMind's Demis Hassabis to introduce an industry “referee” for AI safety—and what it could mean for innovation. The big takeaway: intelligence is becoming abundant and affordable, and association leaders must rethink strategy now to take advantage of what's coming next. 

On this week's show special guest co-host Chris Krebs joins Patrick Gray and James Wilson to discuss the week's cybersecurity news. They cover: Oopsie daisy! OpenAI agents went rogue and hacked Hugging Face US and China trade AI model ban threats Iran has been using SS7 queries to locate and target US troops Scattered Spider is having a hard time, not just because of Microsoft's GDID And much, much more! This week's show is brought to you by Push Security. Luke Jennings joins Patrick this week to talk about the rise in authorisation phishing, like device code phishing, and what companies like Push are doing about it. This episode is also available on YouTube. Show notes OpenAI and Hugging Face partner to address security incident during model evaluation | openai.com Security incident disclosure — July 2026 | Social Signals Hugging Face confirms breach affected internal datasets and credentials, urges users to take action | TechCrunch Security Cheating behaviour in frontier model evaluations | AISI Work | Social Signals JADEPUFFER: Agentic ransomware for automated database extortion | Sysdig | Social Signals Secret Claude tracker shocks users after Anthropic's anti-surveillance stance | Ars Technica EXCLUSIVE: Beijing is looking at curbing overseas access to China's top AI models, sources say | reuters.com https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi | Alibaba to ban employees from using Anthropic's coding tool, source says | reuters.com Iran abused mobile networks' vulnerabilities to locate U.S. military in the Middle East, report says | TechCrunch Security Apps Marketed to US Troops Are Shipping Chinese and Russian Code | wired.com Trump calls for new election security measures | NBC News Tech Scattered Spider hackers sentenced to 5.5 years over £29 million Transport for London hack | therecord.media Alleged longstanding member of Scattered Spider extradited to US | CyberScoop https://www.justice.gov/usao-ndil/media/1450651/dl?inline | Tracking Peter Stokes and The Com: Allison Nixon and Her Work Unmasking Cybercriminals | zetter-zeroday.com 764 splinter group leader sentenced to 40 years in jail | cyberscoop.com Interpol cybercrime crackdown nets 5,800 arrests across 97 countries | cyberscoop.com White House details ‘Gold Eagle' clearinghouse for AI cyber threats | cyberscoop.com Attackers vote themselves $20 million in BONK cryptocurrency | The Record CISA: Microsoft SharePoint RCE flaw now actively exploited | BleepingComputer Critical SharePoint RCE flaw exploited to steal machine keys | BleepingComputer Hackers are exploiting recently patched WordPress bugs, putting millions of websites at risk | TechCrunch Security Critical ServiceNow code execution flaw now exploited in attacks | BleepingComputer Critical Palo Alto VPN bug now exploited by Qilin ransomware gang | BleepingComputer Anubis ransomware claims Coca-Cola Fairlife attack, threatens data leak | BleepingComputer IPhone Hacking Firm Sues Ex-Worker Over Alleged Theft of Secrets | bloomberg.com Apple says former employee exploited ‘rare' bug to download confidential files after leaving for OpenAI | TechCrunch Security Pegasus Spyware European Parliament Pega Committee Member | The Record Amazon fixing bug that billed some AWS customers billions of dollars | TechCrunch Security Risky Bulletin: Hacker wipes Romania's entire land registry database - Risky Business Media | Social Signals Microsoft Entra ID gets passkeys default authentication starting September | BleepingComputer On-demand Webinar: Device code phishing in 2026 | Push Security | Push Security

Bleiverseuchte Kuscheltiere, gefährliche Rasierer: Wie es sein kann, dass EU-Sicherheitsbestimmungen auf chinesischen Online-Plattformen nicht unbedingt eingehalten werden.

In der heutigen Folge sprechen die Finanzjournalisten Moritz Seyffarth und Philipp Vetter über den Magic-Effekt bei Hasbro, neuen Optimismus bei General Motors und ein neues Leasing-Programm von Apple und Klarna. Außerdem geht es um Micron Technology, ARM, Infineon, Tesla, 3M, Danaher, Northrop Grumman, Apple, Klarna, Amazon, Alphabet, Microsoft, Alibaba, AMD, Qualcomm, ASML, TSMC, den State Street SPDR S&P US Technology Select Sector (WKN: A14QB5), den iShares S&P 500 Energy Sector ETF (WKN: A142NX), den Xtrackers MSCI World Momentum UCITS ETF (WKN: A1103G) und den Xtrackers MSCI World Minimum Volatility UCITS ETF (WKN: A1103F). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ted returns from his Brisbane trip to rejoin Pav as digital asset markets settle into a quiet lull. With global sporting events wrapping up and risk markets catching their breath, they discuss whether this boring sideways action signals that crypto is entering its classic bottoming phase. In this episode, they break down Bitcoin's recent slide following Middle East geopolitical tensions and explain why boring markets offer ideal DCA conditions for long-term investors. They contrast Bitcoin's holding power against tech stocks, noting SpaceX's 46% post-IPO drop and how cheap AI models like Alibaba's Qwen 3 are threatening big tech valuations. Finally, they cover BlackRock's $70B tokenization expansion, PancakeSwap's surprising $1B revenue milestone, and a sobering $1.5B retail liquidation event in South Korea.   You'll hear:  00:00 Ted returns from traveling as the guys reflect on market apathy during major global sporting events 02:00 Why sideways price action following geopolitical friction in the Middle East offers a calm entry point for multi-year horizons 03:36 SpaceX & the AI valuation threat 09:36 Balancing meme coin price gains against upcoming team and investor token unlock dates   13:36 How TradFi giants are preparing to bring private credit and treasuries directly onto the blockchain   17:00 Ted pulls up a chart/table showing the top 10 revenue-generating crypto apps and which app outpaced Hyperliquid 21:40 South Korea's $1.5B margin wipeout, a cautionary breakdown … and much more! Check out the chart Ted used for this episode here: https://experts.bitwiseinvestments.com/cio-memos/the-five-most-important-crypto-charts-from-q2 Want to see what we're looking at every episode? Watch the YouTube version of the podcast here. Ready to start? Get $10 of FREE Bitcoin on Swyftx when you sign up and verify:  https://trade.swyftx.com.au/register/?promoRef=tappingintocrypto10btc  To get the latest updates, hit subscribe and follow us over on the gram @tappingintocrypto or X @tappingintocrypto If you can't wait to learn more, check out these blogs from our friends over at Swyftx. This podcast provides general market commentary and is for educational and entertainment purposes only. It is NOT financial advice. We are NOT licensed financial advisors. Investing in cryptocurrency carries risk. You should always conduct your own research and seek independent financial advice before making any investment decisions. Please read Swyftx's Terms and Conditions and Risk Disclosure statement before investing.

P.M. Edition for July 21. Recent AI models from China claim they're just as powerful as some of the most cutting-edge models from OpenAI and Anthropic. Journal reporter Amrith Ramkumar joins to discuss the latest reactions from Silicon Valley and the White House. Plus, General Motors had a strong second quarter as consumers kept buying pickup trucks and SUVs. And New Jersey says a software error led to almost 400 non-citizens voting in elections in the state since 2023. Alex Ossola hosts. Sign up for the 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.

Scott Galloway ruft das Platzen der KI-Blase aus. Pip fragt sich, ob es nicht vielleicht erst 1998 ist. Aus China kommt diese Woche ein Modell nach dem anderen: Kimi K3 bricht unter der eigenen Nachfrage zusammen, Alibaba zeigt Qwen 3.8 Max, und Zhipu alias Z.ai baut das erste Gigawatt-Rechenzentrum komplett auf chinesischen Chips. Xi ruft derweil eine neue KI-Allianz aus, während in Washington schon die ersten Pläne gegen chinesische Open-Source-Modelle zirkulieren. Bei der Rechenleistung wird es kurios: Meta und SpaceX vermieten auf einmal Kapazität an Anthropic und ans Pentagon. Dazu Trumps Vorstoß gegen die EU-Regulierung, Sandbox-Ausbrüche bei Coding-Agenten, der Rücktritt von Jens Spahn und der Springer-Preis für Peter Thiel. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) 1999? (00:17:16) Kimi K3 überrannt (00:20:27) Meta vermietet Compute (00:22:37) SpaceX ans Pentagon (00:25:33) China AI-Tigers (00:30:52) Z.ai auf China-Chips (00:33:50) Allianz der Billigen (00:42:40) FINRA für KI (00:44:33) Google Frozen-Chip (00:54:15) Google frisst offenes Web (00:56:23) EU-Strafe für AliExpress (00:58:17) Trump gegen EU-Regeln (01:00:58) Sandbox-Escapes (01:03:55) Spahn tritt zurück (01:07:25) Thiel Springer-Preis (01:14:29) ASML-Bonus Shownotes Kimi stoppt neue Abos wegen Compute-Mangel - ⁠⁠scmp.com⁠⁠ Meta vermietet Anthropic Compute für 10 Mrd. - ⁠⁠nytimes.com⁠⁠ Meta holt AWS-Manager für den Cloud-Push - ⁠⁠wsj.com⁠⁠ SpaceX liefert dem Pentagon Rechenleistung - ⁠⁠wsj.com⁠⁠ Alibaba zeigt Qwen 3.8 Max - ⁠⁠bloomberg.com⁠⁠ Z.ai erreicht 1 Mrd. Jahresumsatz - ⁠⁠bloomberg.com⁠⁠ Z.ai baut Gigawatt-Rechenzentrum auf China-Chips - ⁠⁠bloomberg.com⁠⁠ Xi gründet KI-Allianz WAICO - ⁠⁠aljazeera.com⁠⁠ USA erwägt Bann gegen chinesische Open-Source-Modelle - ⁠⁠axios.com⁠⁠ USA erwägt FINRA-artige KI-Aufsicht - ⁠⁠bloomberg.com⁠⁠ Googles Frozen-Chip gießt Gemini in Silizium - ⁠⁠theinformation.com⁠⁠ AI-Mode trocknet das offene Web aus - ⁠⁠nytimes.com⁠⁠ EU-Rekordstrafe: 550 Mio. gegen AliExpress - ⁠⁠ft.com⁠⁠ Trump gegen EU-Tech-Regeln über die UN - ⁠⁠politico.eu⁠⁠ Sandbox-Escapes bei KI-Coding-Agenten - ⁠⁠bleepingcomputer.com⁠⁠ Peter Thiel bekommt den Axel-Springer-Preis - ⁠⁠axelspringer.com⁠⁠ ASML zahlt allen Mitarbeitern 20.000 Euro Bonus - ⁠⁠bloomberg.com⁠⁠

Plus: EU fines AliExpress nearly $630 million over product-safety concerns. And chip stocks rise ahead of a busy week for tech earnings. Imani Moise hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

There's (another) new open source king of AI.

Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, and the DRAM ETF whipsawed right along with it. Guy and Dan dig into whether this is a routine flush or something bigger. Google sold off 10% after Gemini news broke the hyperscaler rotation narrative, and they debate whether the moat still holds given decelerating margins and ballooning capex. On the China front: DeepSeek raised $7B at a $52B valuation, Alibaba announced $50B in capex, and Moonshot's new model is narrowing the gap with US labs — all without access to Nvidia's most advanced chips. Dan and Guy also revisit the Nvidia-vs-component-suppliers margin debate, unpack Apple's surprising rally into earnings, and call the technical line in the sand on Netflix after its cash flow miss cut the stock in half. Plus: a quick check on crude, refiners hitting new highs, and what's next for energy names like Exxon and ConocoPhillips. Show Notes Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Chinese Models vs. Frontier Models (The Daily Spark) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Convidado: Laura Hauser, historiadora, socióloga, consultora em inovação e autora do livro "Saber conversar na era da IA: sobreviver na tecnoafetividade". Na última semana, a China implementou uma regulamentação rigorosa que proíbe os "namorados virtuais" de inteligência artificial, sob a justificativa de combater a dependência emocional e o vício. A medida, que forçou gigantes como ByteDance e Alibaba a suspenderem essas funções, provocou uma onda de lamento nas redes sociais chinesas, onde usuários relatam a perda de seus "pilares espirituais" e parceiros digitais que já consideravam parte da família. A indústria chinesa de companhias virtuais cresce mais de 80% anualmente e, em 2024, movimentou mais de R$ 3 bilhões. Mas não se trata de um fenômeno isolado na China: um estudo da Common Sense Media mostrou que quase três em cada quatro adolescentes americanos já usaram companheiros criados pela IA para relacionamentos pessoais. A Organização Mundial da Saúde informa que uma em cada seis pessoas no mundo sofre de solidão e declarou que esta é uma ameaça global à saúde pública. Neste episódio, Natuza Nery entrevista Laura Hauser, que estuda em seu doutorado como pessoas têm se relacionado intimamente com a inteligência artificial. Laura explica o paradoxo da "tecnoafetividade", analisa o que chama de "quarta ferida narcísica" e alerta para a "economia da intimidade": o lucrativo modelo de negócio das big techs que utiliza o vínculo emocional com robôs para nos manter conectados por muito mais tempo. Na abertura desta edição, a psicanalista Carol Tilkian, pesquisadora de relações humanas, também comenta este fenômeno.

Welcome to this week's episode of the PEBCAK Podcast!  We've got four amazing stories this week so sit back, relax, and keep being awesome!  Be sure to stick around for our Dad Joke of the Week. (DJOW) Follow us on Instagram @pebcakpodcast   Please share this podcast with someone you know!  It helps us grow the podcast and we really appreciate it!   Simple 6 signup link https://simple6.co/r/CFUR98   Kalshi's flight-cancellation betting market Kalshi filed with the CFTC to let traders bet on airline flight-cancellation rates, even as the company fights insider-trading scandals and nearly 20 gambling-related lawsuits. https://www.inc.com/moses-jeanfrancois/kalshi-wants-to-make-money-off-of-canceled-flights-new-sky-trading-plan/91374679 Kalshi's self-certification filing would let users trade "yes/no" contracts on whether a set percentage of flights at a given airport get canceled in a window, using FlightAware data (DOT stats as backup); preemptive cancellations count, delays/diversions don't — this comes as Kalshi is also defending nearly 20 federal/state suits (including one joined by NY AG Letitia James) arguing its sports contracts are unlicensed gambling, and after it fined three Congressional candidates for insider trading in April.   Trump's teleprompter operator under CFTC investigation The CFTC is investigating Trump's longtime teleprompter operator, Gabriel Perez, for allegedly using advance knowledge of the president's speeches to win big on Kalshi's "mention markets." https://www.cftc.gov/filings/ptc/ptc0714269602.pdf https://apnews.com/article/trump-teleprompter-insider-trading-kalshi-ccd6d0ec68e1eb15d100ad770d91abae Perez, who's run Trump's teleprompter since 2016 and reportedly made over $100,000 (Kalshi says north of $90,000 in frozen profits) betting on "mention markets" tied to specific words Trump would say in speeches, was put on unpaid leave after Kalshi's surveillance team flagged the trades and referred the case to the CFTC — the White House called it "a disgrace," and it marks the first known case of a sitting administration employee investigated for prediction-market insider trading.   Microsoft's record-breaking July Patch Tuesday Microsoft's July 2026 Patch Tuesday fixed a record 570 flaws — including three zero-days — while a researcher dropped a new unpatched Windows PoC exploit within hours. https://www.bleepingcomputer.com/news/microsoft/microsoft-july-2026-patch-tuesday-fixes-massive-570-flaws-3-zero-days/ https://krebsonsecurity.com/2026/07/microsoft-patches-a-record-570-security-flaws/ https://thehackernews.com/2026/07/researcher-drops-new-windows-zero-day.html The 570-flaw haul (59 critical) included two actively-exploited zero-days — an AD FS elevation-of-privilege bug (CVE-2026-56155) and a SharePoint elevation-of-privilege flaw (CVE-2026-56164), both now on CISA's KEV list — plus a publicly disclosed BitLocker bypass; hours after patches dropped, researcher "Chaotic Eclipse" released a working PoC called LegacyHive targeting Windows' Profile Service that functions even on fully patched systems, continuing a months-long, increasingly public feud with Microsoft over disclosure timing.   China's AI companion chatbot crackdown China enacted rules banning "emotional reliance" on AI companion chatbots and virtual relationships with minors, part of a broader push tied to the country's fertility concerns. https://www.wsj.com/tech/ai/china-wants-more-babiesso-its-cracking-down-on-chatbot-love-affairs-65cd6c82 The new rules require companion-chatbot makers to get regulatory pre-approval, alert a user's emergency contact if they detect an emotional crisis, and have already pushed ByteDance's Doubao, Alibaba's Qwen, and Tencent's Yuanbao to shut down custom AI-persona features; researchers cited by WSJ say Beijing's underlying worry is that people bonding with chatbots could "take them out of the marriage market," tying directly into China's fertility push.   UK's midnight social media curfew for teens The UK is proposing a default midnight-to-6am social media curfew for 16- and 17-year-olds, with autoplay and infinite scroll switched off by default too. https://www.reuters.com/technology/uk-plans-default-midnight-social-media-curfew-16-17-year-olds-2026-07-14/ The curfew (opt-out, not mandatory) follows last month's full under-16 social media ban and is expected to take effect by spring 2027; a government trial of 300+ teens found it delivered the most consistent sleep benefits of the options tested, though critics like Shadow Education Secretary Laura Trott called an easily-switched-off curfew pointless.   Dad Joke of the Week (DJOW)   Find the hosts on LinkedIn: Chris - https://www.linkedin.com/in/chlouie/ Brian - https://www.linkedin.com/in/briandeitch-sase/

U.S.-Iran tensions are the key headline moving markets for now, says Alex Coffey, who discusses how the conflict and crude oil price fluctuations leave Wall Street on uneven footing. However, Monday's futures pointed to a green opening thanks to AI chip stocks taking charge. Alex explains how Alibaba's (BABA) new LLM aims to shake up the tech trade as Alphabet (GOOGL) and Tesla (TSLA) get ready to report earnings this week. ======== 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

Marley Kayden talks about Alibaba's (BABA) new Qwen 3.8 AI model. The company claims it to be one of the most powerful models on the market. Marley explains what the upgraded LLM means for markets in the U.S. and abroad. Prosper Trading Academy's Charles Moon walks us through an options example trade for Alibaba.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Steven Dickens doesn't see Alibaba's (BABA) new LLM or any other Chinese innovation in the space as a headwind for the U.S. While the models are cheaper than counterparts, he doesn't expect commercial businesses to face strong competitive pressures. Additionally, Steven sees the hyperscalers still prevailing as the ultimate winners of the AI race due to their role as "toll booths" in the trade. ======== 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

Marley Kayden talks about Microsoft's (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet's (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba's (BABA) launch of its new Qwen 3.8 Mx AI model.======== 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company's market capitalization in cash. Daniel and Shawn also discuss how the Chinese e-commerce market compares to international equivalents and what those differences mean for the profitability of the e-commerce model in general. In the end, Daniel values the business and decides whether PDD deserves a spot in The Intrinsic Value Portfolio. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:10:55) How PDD became one of China's leading marketplaces (00:19:21) What makes PDD's business model stand out (00:23:06) How PDD compares to Chinese competition (00:31:10) What makes China's e-commerce market different (00:32:26) What happened to margins and growth (00:47:51) How Temu revolutionized international e-commerce (01:15:22) Valuation discussion of PDD (01:20:52) Whether PDD is valued attractively (01:23:21) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investors Club ⁠Pitch on PDD⁠. Hayden Capital Investment ⁠Memo on PDD⁠. Check out our previous Intrinsic Value breakdowns ⁠Uber⁠, ⁠Nike⁠, ⁠Reddit⁠, ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, ⁠Madison Square Garden Sports⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, I'm taking a look at one of the biggest trends I've seen in the overlanding world over the past year: the rapid rise of Alibaba campers. It feels like everywhere you look, more people are importing these campers directly from China—but are sales really exploding, and if so, why?I'll share what I've observed as both an owner and someone who's been closely following the market, including what's driving the demand, how pricing compares to traditional brands, and why more people are willing to take a chance on importing one themselves. We'll also talk about whether this is just a passing trend or if Alibaba campers are permanently changing the truck camper industry.If you've been wondering whether the hype is real, considering buying one yourself, or just want to understand why these campers seem to be everywhere lately, this episode is for you.Want one for yourself? Here's a link to the Alibaba page for this camper (use code ALLTHINGSOVERLANDING147 to get 2 items free, worth up to $170 or mention All Things Overlanding to your rep): https://www.alibaba.com/product-detail/Truck-Camper-Custom-Hard-Shell-Rooftop_1601727228413.html?spm=a2747.product_manager.0.0.380971d2UHgNseA huge thanks to my partners:Top Oak (amazing roof top tents and awnings for budget prices):  https://topoakoverland.com/?sscid=51k9_mt1ba&Nitto (my Terra Grappler G3 tires are great for midwestern winters, wet weather, and all terrain use):  https://bit.ly/41EJhbQZ1 Off Road (pretty much the spot for all things Nissan):  https://www.z1offroad.comAll Dogs Offroad (amazing Nissan specific suspension options which I run on my truck):  https://www.alldogsoffroad.comICECO Fridges (the best fridges for the money, hands down-Use code ALLTHINGSOVERLANDING for 12% off your order):  https://icecofreezer.com/ALLTHINGSOVERLANDINGMoon Fab Awning (super flexible, non-permanently mounted awnings for all kinds of applications. This link will take you to more info on how I have it set up on my 3rd gen Frontier):  https://moonfab.com/pages/experts/jason-fletcherClick here to join the Patreon community for exclusive content and access to the Discord channel:  https://www.patreon.com/allthingsoverlandingClick here to get a patches or stickers:  https://allthingsoverlanding.com/shop/For a full list of my gear, check out this page for quick reference links:  https://allthingsoverlanding.com/gear/Looking for budget light bars, rock lights, and LED strips for your rig? Check out Nilight and use code ATO for 5% off! https://www.nilight.com/?ref=s8svsnv_d9qh&utm_source=ATO&utm_medium=Podcast&utm_campaign=DescriptionFor more great content and info, you can follow me on Facebook, Instagram, or search for All Things Overlanding on all the major podcast channels!YouTube:  https://www.youtube.com/c/AllThingsOverlandingFacebook:  https://www.facebook.com/allthingsoverlandingInstagram:  https://www.instagram.com/allthingsoverlandingPodcast:  https://podcasters.spotify.com/pod/show/allthingsoverlandingWebsite:  www.allthingsoverlanding.comNewbie Overlander Facebook Group:  https://www.facebook.com/groups/367203658420467

In this episode, we explore major developments in the AI landscape, including Thinking Machines' launch of the open weight model Inkling and OpenAI's creation of GPT-RED, an AI hacker designed to enhance security. Additionally, we discuss AWS's $1 billion investment in engineering teams for custom AI solutions, Apple's partnership with Alibaba for AI in China, and Meta's strategy to monetize its AI computing capacity.Chapters00:00 Introduction to Inkling01:01 OpenAI's GPT-RED01:59 AI Box's MCP Server05:00 AWS's Custom AI Engineers07:29 Apple's AI Launch in China10:01 Meta's AI Compute Strategy Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter

Daniel Mahncke and Shawn O'Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world. They discuss how to think about the lack of disclosures and what the margin decline and growth deceleration mean for the business going forward. But also whether this presents an exceptional buying opportunity at a single-digit earnings multiple and about 60% of the company's market capitalization in cash. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:10:59) How PDD became one of China's leading marketplaces (00:19:17) What makes PDD's business model stand out (00:22:58) How PDD compares to Chinese competition (00:31:56) What makes China's e-commerce market different (00:33:24) What happened to margins and growth (00:47:13) How Temu revolutionized international e-commerce (01:19:31) Valuation discussion of PDD (01:24:59) Whether PDD is valued attractively (01:27:25) Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠Intrinsic Value Conference⁠⁠. Portfolio Review ⁠Submit Tool⁠. Value Investors Club Pitch on PDD. Hayden Capital Investment Memo on PDD. Check out our previous Intrinsic Value breakdowns:⁠⁠⁠ ⁠Amazon⁠⁠⁠, ⁠Sea Limited⁠, ⁠Mercado Libre⁠, ⁠Shopify⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due to its recent outperformance. He sees a similar trend in Alibaba (BABA) but warns his bullishness here is more speculative. Tony offers example options trades for Amazon and Alibaba. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Apple shares surging after striking a deal with Alibaba to use its Qwen AI model in Apple services in China. The traders break down where the tech giants are heading after the historic deal, and China's broader outlook after its GDP slows. Then, semis taking big swings. Co-founder of PEAK6 Investments Matt Hulsizer gives his take on AI shortages, market volatility and Fed policies. Plus, United Airlines XXX after its second quarter earnings report after the bell, IBM falling further, what to expect from Netflix earnings. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Joining us today is Lyden Smithers — President and Co-Founder of Titan Network, one of the most exclusive communities for high-level Amazon sellers in the world.Lyden isn't just teaching e-commerce  he's actively building and scaling brands, sourcing at a high level from China, and helping sellers bridge the gap from 7 to 8 figures and beyond.Lyden leads the China Magic trip and is one of the best.Highlight Bullets> Here's a glimpse of what you would learn…. Importance of building strong relationships with suppliers, especially manufacturers in China.Strategies for negotiating favorable payment terms to improve cash flow and scale e-commerce businesses.Cultural aspects of negotiation in China, including the significance of face-to-face interactions.Techniques for presenting oneself as a trustworthy partner to suppliers.Handling common objections from suppliers regarding payment terms and cash flow limitations.The role of order volume and growth potential in negotiating better terms.Preparing effective presentations for suppliers, focusing on trust and mutual benefits.Managing challenges such as tariffs, raw material price increases, and currency fluctuations in supplier negotiations.The significance of granular supply chain management and cost optimization.Key takeaways for sellers on the importance of supplier relationships and negotiation strategies.In this episode of the Ecomm Breakthrough podcast, host Josh Hadley sits down with Lyden Smithers, president and co-founder of Titan Network, to discuss how Amazon sellers can scale from seven to eight figures by mastering supplier relationships. Lyden shares strategies for negotiating favorable payment terms with Chinese manufacturers, emphasizing the cultural importance of face-to-face meetings and the concept of guanxi. He explains how leveraging order volume growth creates win-win partnerships, how to handle common supplier objections, and how granular supply chain management drives profitability, even amid tariffs and rising costs.Here are the 3 action items that Josh identified from this episode:Shift Your Mindset:Treat your supplier as your most important business partner. Invest in the relationship for long-term mutual gain.Negotiate Payment Terms First:Use your growth potential as leverage. Better terms unlock cash flow and growth; price reductions are easier to secure afterward.Show Up in Person:Face-to-face meetings build trust and open doors that emails and messages can't. Attend trade shows, visit factories, and invest in guanxi.Timestamps:00:00:00 Negotiation Culture in ChinaLyden discusses negotiation as a cultural norm in China and encourages not being afraid to ask for better terms.00:00:25 Podcast Introduction & Guest BackgroundHost introduces the podcast, Lyden Smithers, and the focus on supplier relationships and payment terms.00:02:33 Unlocking Growth Through Payment TermsLyden shares his journey negotiating payment terms, emphasizing cash flow's role in scaling e-commerce brands.00:03:47 Cash Flow Constraints & Supplier RelationshipsDiscussion on how cash flow limits growth and the importance of leveraging supplier partnerships for better terms.00:05:08 How to Approach Payment Term NegotiationsLyden explains the importance of positioning negotiations as win-win and painting a long-term partnership vision.00:06:03 Building Trust and Presenting ValueAdvice on showcasing growth, expertise, and reliability to suppliers to secure better terms.00:06:48 Partnerships vs. TransactionsLyden illustrates the difference between transactional relationships and true partnerships with suppliers.00:08:08 Negotiating with New ManufacturersGuidance on starting negotiations with new suppliers and the importance of face-to-face interactions.00:08:36 Face-to-Face Negotiation & GuangxiExplains the concept of Guangxi (relationship) and how in-person meetings unlock better terms.00:10:01 Alternatives to In-Person NegotiationDiscusses insurance and financing options for payment terms, but stresses the value of direct negotiation.00:12:07 Preparing for Supplier MeetingsTips on creating effective presentations and understanding your cash flow before negotiating.00:13:01 Structuring Your Pitch to SuppliersHow to present growth, market access, and order forecasts to make your offer compelling.00:15:06 Handling Modest Growth ScenariosStrategies for negotiating when you can't promise large order increases, including leveraging competition.00:17:05 Leverage and Good Cop/Bad Cop TacticsUsing competitor quotes and internal “bad cop” strategies to strengthen your negotiation position.00:19:11 Common Supplier ObjectionsHow to handle supplier pushback, especially regarding their own cash flow limitations.00:20:39 Navigating Tariffs and Market UncertaintyImpact of tariffs and market changes on supplier willingness to offer terms, and the importance of ongoing relationships.00:22:16 Switching Suppliers for Better TermsHow to use established business volume as leverage when seeking new suppliers at trade fairs.00:24:06 Realistic Payment Terms to NegotiateTypical payment terms to aim for (e.g., 10% deposit, 90% at 90–120 days), and negotiation tactics.00:26:42 Advanced Payment Term StrategiesCreative solutions like suppliers borrowing to fund orders, and adjusting deposits versus days for compromise.00:29:00 Overcoming Language BarriersBest practices for communicating with suppliers, including using translators and clear, simple presentations.00:30:46 Managing Price Increases & Cost OptimizationApproaches to handling price hikes, currency fluctuations, and optimizing unit economics.00:33:44 Granular Supply Chain OptimizationDetailed strategies for reducing costs across packaging, shipping, and storage to maximize profitability.00:36:16 Negotiation Sequence: Terms Before PriceAdvice to always negotiate payment terms before discussing price reductions for maximum leverage.00:37:02 Immersing in Manufacturing & Continuous ImprovementEncouragement to understand the manufacturing process deeply and always ask “why” to uncover savings.00:38:07 Actionable Takeaways RecapHost summarizes three key actions: prioritize supplier relationships, negotiate terms before price, and show up in person.00:41:00 Book, AI Tool, and Influencer RecommendationsLyden shares his favorite book (Traction), AI tool (Alibaba's Accio), and e-commerce influencer (Kevin King).00:44:03 Contact Information & ClosingLyden provides ways to connect, and the episode concludes with closing remarks.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTools and Websites  "

PODCAST LAS NOTICIAS CON CALLE DE 10 DE JULIO - Israel dice que Irán iba a asesinar a Trump y por eso cambiaron de avión presidencial - CNN 22 personas y empresas se declaran en quiebra por día - El Nuevo Día Gobernadora entrega 200 títulos de propiedad - NEWSPR Acusan a Gian Carlo Piovanetti por vivir como rico cogiendo de tonto a clientes y fraude - El Nuevo Día Plantean darle alivios a ayunadores y cuidadores, costo de 300 millones - El Nuevo Día  PR es el líder en enfermedades raras en todo USA - El Vocero Ciencias Forenses busca encontrar personas desaparecidas para dar paz a familias que no encuentran a sus seres queridos - El Vocero Politank dice que se va a defender de todo esto sal pa fuera - El Vocero Agricultura y comida en aumento de precio por sequía y fertilizantes - El Nuevo Día Nombran fiscal investigadora en caso de Negrón Reichard - El Nuevo DíaUn momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome #incluyeauspicioPetróleo/diésel: Brent ~$76; diésel de EE.UU. al alza más rápida en 4 años; Rusia prohíbe exportar diésel (≈30% de su refinación estuvo fuera el mes pasado)Segundo día de ataques Irán–EE.UU.OpenAI y Google vendieron modelos avanzados a subsidiarias en Singapur de Alibaba, Baidu y Tencent — empresas en la lista negra del Pentágono - FT  LOS DATOS DEL DÍA (snapshot Bloomberg, 10 jul) Brent$76.13 (-0.2%) S&P 500 (futuros)7,580.75 (-0.1%) Nasdaq 100 (futuros)29,817.25 (-0.4%) Bono 10 años4.53% (-0.02) Oro$4,104.95 (-0.5%) Diésel EE.UU.alza más rápida en 4 años (nivel s/c)