Podcasts about Alphabet

What's going on everyone?! Today I join up with the Occult Rejects and AJ from Ball Don't Lie, to discuss the magic behind our alphabet and the strange synchronicities with gematria and major tragedies. I'm new to gematria, so this was a fun conversation full of mind blowing info, I hope you enjoy it as well!

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more. 01:43 Addressing Criticisms and Mailbag Introduction02:28 Comparing Google and America03:49 Political Parallels and Alphabet's Strengths06:41 The Future of Alphabet and AI11:02 Antitrust and Alphabet's Potential Breakup14:42 Hypothetical Scenarios and Market Stability20:03 Historical Context and International Relations27:15 Global Perspectives on American Capital29:53 Debate on Endphase and Solar Industry38:58 International Expansion of Enphase44:18 Savvy Trader Portfolio Performance45:42 Overrated and Underrated StocksCompanies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

The Icelandic horse is the next on our Breeds of the Alphabet with Andrea Barber of Sand Meadow Farm. And then two product reviews for you today with Auditor Angela reviewing the Kerrits Watershed Rain Jacket and Glenn doing a Horse Husbands Review of the EGO Battery POWER+ String Trimmer. Listen in….HORSES IN THE MORNING Episode 3699 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm and Glenn the GeekGuest Co-Host: Ashley Winch from Sleep Stories for EquestriansTitle Sponsor: WERM FlooringGuest: Andrea Barber of Sand Meadow Farm on the Islandic HorseGuest: Auditor Angela Bailey Product Review on the Kerrits Watershed Rain Jacket Link: Glenn's review of the EGO POWER+ String Trimmer Additional support for this podcast provided by: COSEQUIN® ASU Balance, Spalding Labs - Code HRN10 to get 10% off, Equine Network and Listeners Like YouTIME STAMPS:03:30 - Horse Husband Product Review09:30 - Daily Whinnies15:15 - Sarah Bright Phillips38:20 - Auditor Angela Bailey Product Review

Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.” 

The Icelandic horse is the next on our Breeds of the Alphabet with Andrea Barber of Sand Meadow Farm. And then two product reviews for you today with Auditor Angela reviewing the Kerrits Watershed Rain Jacket and Glenn doing a Horse Husbands Review of the EGO Battery POWER+ String Trimmer. Listen in….HORSES IN THE MORNING Episode 3699 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm and Glenn the GeekGuest Co-Host: Ashley Winch from Sleep Stories for EquestriansTitle Sponsor: WERM FlooringGuest: Andrea Barber of Sand Meadow Farm on the Islandic HorseGuest: Auditor Angela Bailey Product Review on the Kerrits Watershed Rain Jacket Link: Glenn's review of the EGO POWER+ String Trimmer Additional support for this podcast provided by: COSEQUIN® ASU Balance, Spalding Labs - Code HRN10 to get 10% off, Equine Network and Listeners Like YouTIME STAMPS:03:30 - Horse Husband Product Review09:30 - Daily Whinnies15:15 - Sarah Bright Phillips38:20 - Auditor Angela Bailey Product Review

Shawn O'Malley and Daniel Mahncke break down Shopify (ticker: SHOP), a leading e-commerce platform company enabling e-commerce merchants across the world to seamlessly manage nearly every part of their business in one place. Shopify has been locked in a power struggle with Amazon, as the two present distinct visions for the future of e-commerce: Amazon tries to pull merchants to its marketplace and to conform with its standardized shopping experience, while Shopify empowers merchants to manage their own websites that go direct-to-consumer. In this episode, you'll learn how Shopify started humbly as a snowboard website, what makes Shopify such a killer app, how Shopify and Amazon compete but also have found ways to strategically co-exist, why Shopify may have multiple moats working to its advantage, and whether Shopify is attractively valued given its compelling growth prospects, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠here⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:30 - Why the enterprise software market was ripe for disruption. 10:50 - Shopify's origin story as a simple snowboard website in Canada. 14:47 - How Shopify's value proposition differs from Amazon. 36:42 - Why Shopify abandoned its logistics business just one year after making a major acquisition. 42:42 - How Shopify has responded to Amazon encroaching on its turf. 01:01:38 - What to make of Shopify's share split and ownership structure. 01:12:28 - Why Shopify's growth story may only be just beginning. 01:16:32 - Whether Shawn & Daniel add SHOP to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠. Business Breakdowns podcast on Shopify. Quartr's overview of Shopify. Clayton Christensen's The Innovator's Dilemma. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠Nintendo⁠⁠⁠⁠, ⁠⁠⁠⁠Airbnb⁠⁠⁠⁠, ⁠⁠⁠⁠AutoZone⁠⁠⁠⁠, ⁠⁠⁠⁠Alphabet⁠⁠⁠⁠, ⁠⁠⁠⁠Ulta⁠⁠⁠⁠, ⁠⁠⁠⁠John Deere⁠⁠⁠⁠, and ⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠here⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠TikTok⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠here⁠⁠⁠⁠. Try Shawn's favorite 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: CFI Education Airbnb Connect with Shawn: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ | ⁠⁠⁠⁠Email⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠rating and review⁠⁠⁠⁠ on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Tech reporter Mike Isaac rejoins us to talk about the antitrust trials against Meta and Alphabet currently winding their way through the US justice system… but we enjoy a pretty significant detour into the world of the paint mafia. Also discussed is a startup “reinventing banking” to help ordinary people invest in high risk private capital projects with their pension funds, the great burrito bust out, and xAI's wild turn as a white genocide guy. Get the whole episode on Patreon here! *MILO ALERT* Check out Milo's tour dates here: https://miloedwards.co.uk/live-shows *TF LIVE ALERT* We'll be performing at the Big Fat Festival hosted by Big Belly Comedy on Saturday, 21st June! You can get tickets for that here! You can also get tickets for our show at the Edinburgh Fringe festival here! Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

ICYMI: Hour Two of ‘Later, with Mo'Kelly' Presents – A look at the overwhelming prevalence of illegal fireworks in Southern California AND the protocol for dealing with death on a cruise ship out to sea…PLUS – Thoughts on the successful expansion of Alphabet's Waymo robotaxis - on KFI AM 640…Live everywhere on the iHeartRadio app & YouTube @MrMoKelly

Jason Brown says he's cautious for the market's short-term trading action but bullish on long-term prospects. On his Big 3, he talks about Alphabet's (GOOGL) new A.I. prospects as a signal of strength, Mid-American Apartment Communities (MAA) as a tariff insulator, and his bearish take on MGM Resorts (MGM). Rick Ducat turns to the technicals support Jason's research.======== 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

Tesla a focus today after David's wide-ranging and rare interview with CEO Elon Musk: Carl Quintanilla, Morgan Brennan, and David Faber broke down key takeaways from the tape – from Robotaxis to Chinese competition – along with Musk's vision for the future. Plus: the Co-CEO of Waymo's reaction to Musk's claims Tesla's tech is safer… and more with one analyst who's arguing Waymo should be spun-off - along with Alphabet's other ancillary businesses - to unlock more shareholder value here.  On the broader markets front: a few key movers – Target, Coreweave, United Health, and more… The team discussed what's driving the moves – in addition to fresh consumer color from executives at Toll Brothers, and the latest out of Washington when it comes to President Trump's “Big Beautiful Bill”. Squawk on the Street Disclaimer

Critics of Alphabet (GOOGL) said the company was late entering the A.I. space compared to its Mag 7 peers. Now, the company is launching its own "A.I. Mode" that seeks to disrupt Alphabet's own Google search model. Diane King Hall talks about the reasoning leaders have to shaking up their search engine as the company battles other headwinds pressing down the stock.======== 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

P.M. Edition for May 20. Google is adding an AI chatbot feature to its iconic search page, allowing it to more closely rival competitors like ChatGPT. WSJ reporter Katherine Blunt discusses Google's parent, Alphabet, plans to bet even bigger on artificial intelligence. Plus, despite the fear of an immigration crackdown from the Trump administration, many workers without legal status are still going to work. Paul Kiernan, who covers the U.S. economy for the Journal, joins to talk about why that is, and what it means for industries dependent on migrant labor. And President Trump pressures Republican dissenters in the House to drop their objections to his tax and spending bill which could go on vote as early as tomorrow. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet kicks off its adeveloper event Google I/O today – we look at the tech giant's delicate balancing act between prioritizing AI while maintaining its core search business

In this BizNews Briefing, Bronwyn Nielsen previews President Cyril Ramaphosa's high-stakes meeting with Donald Trump, amid domestic uproar over his “cowards” comment about Afrikaner refugees. Hear strong reactions from Neil de Beer, Julius Malema, and Gerhard Papenfus, plus Ret. Colonel Chris Wyatt's conversation with Afrikaner refugee Thea van Staden, detailing her US experience so far. Internationally, focus shifts to Prosus's global tech ambitions and why some analysts think breaking up Alphabet might unlock real value.

Daniel Mahncke and Shawn O'Malley break down Visa (ticker: V), the global payments powerhouse that acts as the invisible engine behind billions of transactions every day. Visa doesn't issue cards, lend money, or handle customer accounts — instead, it operates the network that connects banks, merchants, and consumers in over 200 countries. Whether you're tapping your card for a coffee, shopping online, or sending money abroad, there's a good chance Visa is taking a small slice behind the scenes. Visa is to the global economy what highways are to cars — an essential infrastructure layer that makes modern commerce move. In this episode, you'll learn how Visa evolved from a consortium of banks to a dominant public company, how it defends its massive competitive moat, where growth will come from beyond traditional card payments, whether emerging technologies like account-to-account payments pose a real threat, how to think about Visa's valuation, plus so much more! Prefer to watch? Click ⁠⁠⁠here⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:04 - How Visa's business model works and how it earns money from transactions17:49 - Why every player in the payment process needs Visa26:54 - Visa's origin story and how BofA's BankAmericard changed banking forever55:36 - Where Visa's growth will come from in the future47:50 -  What are Visa's Value Added Services and New Flows57:44 - Why Visa's Moat is so impenetrable1:01:31 - Who are Visa's competitors and what are the overarching risks1:10:07 - Whether Visa is attractively valued at current levels1:19:10 - Whether Shawn & Daniel add V to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠. Visa's latest Annual Report. Book to understand Payments: The Pay Off. The Acquired Podcast on Visa. Visa Investor Day 2025 Presentation. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠Nintendo⁠⁠⁠, ⁠⁠⁠Airbnb⁠⁠⁠, ⁠⁠⁠AutoZone⁠⁠⁠, ⁠⁠⁠Alphabet⁠⁠⁠, ⁠⁠⁠Ulta⁠⁠⁠, ⁠⁠⁠John Deere⁠⁠⁠, and ⁠⁠⁠Madison Square Garden Sports⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠here⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠Premium Feed⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠X (Twitter)⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠TikTok⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠here⁠⁠⁠. Try Shawn's favorite 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: • CFI Education • ⁠Airbnb Connect with Shawn: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ Connect with Daniel: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Email⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠rating and review⁠⁠⁠ on ⁠⁠⁠Spotify⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Welcome to episode 303 of The Cloud Pod – where the forecast is always cloudy! Justin, Ryan and exhausted dad Matt are here (and mostly awake) ready to bring the latest in cloud news! This week we've got more news from Nova, updates to Claude, earnings news, and a mini funeral for Skype – plus a new helping of Cloud Journey! Titles we almost went with this week: Claude researches so Ryan can nap The best AI for Nova Corps, Amazon Nova Premiere JB If you can't beat them, change the licensing terms and make them fork, and then       reverse course… and profit Q has invaded your IDE!! Skype bites the dust A big thanks to this week's sponsor: We're sponsorless! Want to get your brand, company, or service in front of a very enthusiastic group of cloud news seekers? You've come to the right place! Send us an email or hit us up on our Slack channel for more info.  Follow Up  02:50 Sycophancy in GPT-4o: What happened and what we're doing about it OpenAI wrote up a blog post about their sycophantic Chat GPT 4o upgrade last week, and they wanted to set the record straight.  They made adjustments at improving the models default personality to make it feel more intuitive and effective across a variety of tasks.  When shaping model behavior, they start with a baseline principle and instructions outlined in their model spec.  They also teach their models how to apply these principles by incorporating user signals like thumbs up and thumbs down feedback on responses.  In this update, though, they focused too much on short-term feedback and did not fully account for how users’ interactions with ChatGPT evolve. This skewed the results towards responses that were overly supportive – but disingenuous.  Beyond rolling back the changes, they are taking steps to realign the model behavior, including refining core training techniques and system prompts to explicitly steer the model away from sycophancy.  They also plan to build more guardrails to increase honesty and transparency principles in the model spec. Additionally, they plan to expand ways for users to test and give direct feedback before deployments. Lastly, OpenAI continues to expand evaluations building on the model sync and our ongoing research.  04:43 Deep Research on Microsoft Hotpatching: Yes, they’re grabbing money and screwing you. Basically.  07:06 Justin – “I'm not going to give them any credit on this one. I appreciate that they created hotpatching, but I don't like what you want to charge me for it.”  General News It's Earnings time – cue the sound effects! 08:03 Alphabet’s Q1 earnings shattered analyst expectations, sending the stock 

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(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? Follow Sundar: https://x.com/sundarpichai Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

What happens when Apple hints that Google's search dominance may be cracking, triggering a $155 billion wipeout in Alphabet's value?Many still think Google search is untouchable, but a shift in user behavior and a few lines in DOJ testimony may signal otherwise.In this episode, Chris Saad, Yaniv Bernstein, and Amir Shevat explore how Apple's revelation about declining Safari search traffic could mark a turning point for Google, what's really behind Trump's Middle East ‘AI investment tour,' and how YC's latest startup wishlist shows where the next wave of disruption will come from.In this episode, you will:Understand why Apple's testimony may be a warning shot for Google SearchLearn how AI is reshaping the definition—and monetization—of ‘search'Analyze Trump's Saudi tech tour and its real impact on US innovationEvaluate the shift from ad-driven to subscription-based AI business modelsExplore why Y Combinator wants startups to go ‘full stack' instead of selling to incumbentsUnpack the risks of shiny-object AI ideas vs. defensible startup modelsDiscover which overlooked AI sectors still have white space for new foundersFrom Google's search slowdown to Trump's headline-grabbing AI deals and YC's startup roadmap, this episode gives you the strategic insight founders need to navigate tech's shifting landscape.The Pact Honor the Startup Podcast Pact! If you have listened to TSP and gotten value from it, please:Follow, rate, and review us in your listening appSubscribe to the TSP Mailing List to gain access to exclusive newsletter-only content and early access to information on upcoming episodes: https://thestartuppodcast.beehiiv.com/subscribe Secure your official TSP merchandise at https://shop.tsp.show/ Follow us here on YouTube for full-video episodes: https://www.youtube.com/channel/UCNjm1MTdjysRRV07fSf0yGg Give us a public shout-out on LinkedIn or anywhere you have a social media followingKey linksThe Startup Podcast is sponsored by Vanta. Vanta helps businesses get and stay compliant by automating up to 90% of the work for the most in-demand compliance frameworks.With over 200 integrations, you can easily monitor and secure the tools your business relies on. For a limited-time offer of US$1,000 off, go to www.vanta.com/tsp .Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A The Startup Podcast website: https://www.tsp.show/episodes/Learn more about Chris and YanivWork 1:1 with Chris: http://chrissaad.com/advisory/ Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/ Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthurIntro Voice: Jeremiah Owyang https://web-strategist.com/

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über zwei gelungene Börsengänge, einen weiteren Tiefschlag für Bayer und einen Absturz bei Tui. Außerdem geht es um Etoro, Pfisterer Holding, Super Micro, AMD, Nvidia, Coreweave, Cisco, Eon, Daimler Truck, Brenntag, Renk, Hapag Lloyd, Baidu, WeRide, Uber, General Motors, Mercedes-Benz, BMW, Volkswagen, Pony.AI, Momenta Technology, Tesla, Alphabet, Archer Aviation, Marvell Technology, Broadcom, The Trade Desk, Datadog, MongoDB, Adobe, Diamondback Energy, Regeneron Pharmaceuticals, Warner Bros Discovery, Rheinmetall, Siemens Energy. 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 und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Opsporing verzocht. Apple wordt aangevallen door iemand uit eigen land. Hij draagt vaak een rood petje, gebruikt een bronzer en heeft een lange stropdas. Je hoort het goed: president Trump heeft de aanval geopend op Apple.Hij is helemaal klaar met Tim Cook, laat 'ie weten. Die is productie van China naar India aan het verplaatsen. iPhones moeten voortaan in India gemaakt worden, om zo Trumps heffingen te ontlopen. Tot woede van Trump, die wil juist dat de telefoons in Amerika worden gemaakt.Apple zit door de ruzie in een onmogelijke positie. Of het blijft in China en betaalt zich scheel aan heffingen. Of Apple gaat voor India, maar dan heeft het ruzie met Trump. Gaat het naar de VS, dan heeft Apple ruzie met klanten. Want die moeten dan honderden dollars meer betalen... Deze aflevering proberen we Cook (en jou als Apple-belegger) op weg te helpen met dat vraagstuk. Praten we ook over Netflix. Dat heeft juist een luxeprobleem. Het gaat ten onder aan zijn eigen succes!Ook hebben we het over het vertrek van Hein Schumacher bij Unilever. Die ging (totaal onverwachts) ineens via de achterdeur weg. We weten nu de reden.Verder hebben we het over de cijfers van Alibaba, die belangrijker zijn dan ooit. Die van Walmart, belangrijker dan ooit. En we vertellen je welke autobouwer het gigantisch goed doet. Je hoort het goed: een autobouwer, die het in deze tijd goed doet.See omnystudio.com/listener for privacy information.

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

Apple unveils a new slew of accessibility features ahead of WWDC. Apple is looking to line up 2027 with a slew of new planned products to be released that year. The new Pope is rocking an Apple Watch. And you could receive up to $100 if eligible for a settlement payout over allegations of Siri-enabled spying on private conversations! iOS 18.5 now available with these new features. Apple unveils powerful accessibility features coming later this year. Can we still love Apple? Should we ever have? Alphabet shares sink 7% after Apple's Cue says AI will replace search engines. Netflix getting user interface with AI, has no plans to bring back App Store subscriptions. Nearly three decades later, Apple owes everything to the iMac. Apple's 2027 product blitz can't come soon enough. Pope Leo XIV wears Apple Watch in first official mass. Don't delete that 'Lopez Voice Assistant' email — it's about Apple's Siri settlement. Trump says China will 'open itself up to American business'. Trump says he talked to Apple CEO Tim Cook after China tariff rollback. Jude Law & Andrew Garfield to play Siegfried & Roy in limited series ordered by Apple TV+. Picks of the Week: Jason's Pick: iPhone 16e Leo's Picks: windy.com & Ulanzi Quick Release Mount Alex's Pick: Cadrage Andy's Pick: Graphic for Mac and iOS Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit storyblok.com/twittv-25 cachefly.com/twit

David Welch, Detroit Bureau Chief, Bloomberg joined Grayson Brulte on The Road to Autonomy podcast to discuss Waymo's growing competitive advantage in the market, Uber's strategy and the many challenges facing Tesla.Waymo continues to strengthen its market share in the robotaxi sector, recently announcing a strategic partnership with Magna to significantly expand autonomous vehicle manufacturing capabilities. While Uber leverages its robust marketplace platform to drive substantial demand for autonomous rides through key partnerships, Waymo has diversified manufacturing to meet demand.Tesla, despite its ambitions with Full Self-Driving (FSD), faces ongoing technical challenges, including difficulties accurately identifying pedestrians, animals, and school zones, underscore the complexity in deploying fully autonomous vehicles at scale.Simultaneously, the autonomous vehicle industry's competitive landscape remains fluid, as traditional automakers struggle with limited autonomy programs and unclear strategies. With renewed investor interest, fresh funding rounds, and upcoming commercial deployments, the autonomous mobility market is entering a pivotal phase. Autonomy companies must now navigate strategic decisions concerning scale, partnerships, and profitability.Episode Chapters0:00 Scaling Waymo's Operations3:58 Tesla FSD5:17 Tesla's Upcoming Austin Robotaxi Launch7:47 Did GM Pull the Plus on Cruise Too Early?11:33 GM's Continued Investments in EVs14:48 Software16:35 Licensing Autonomy & OEM Partnerships20:41 Foxconn Contract Manufacturing AVs25:53 Uber's Autonomous Vehicle Fleet Strategy28:50 Uber / Waymo Relationship34:33 Zoox35:31 Alphabet's Commitment to Waymo37:28 Merge Waymo One into Uber?39:12 Car Rental Companies40:32 Autonomy as a Business44:52 Key TakeawaysRecorded on Thursday, May 8, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/autonomy-economy/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Depois de ter sido condenado por monopólio, o Google pode ser obrigado vender o Chrome. A ideia é que ter o maior navegador do mundo dá uma vantagem desproporcional à empresa dona do maior buscador do mundo, acabando com a concorrência no mercado de busca. Mas qual será o valor de um Google Chrome sem o Google?No episódio de hoje, a gente analisa os players que poderiam comprar o Google Chrome e discute se ter o navegador mais popular já seria o suficiente para dominar o mercado. Você usaria um Microsoft Chrome? E um ChromeGPT? Pra viajar nessas possibilidades, dá o play e vem com a gente! ParticipantesThiago MobilonJosué de Oliveira Emerson AlecrimAna MarquesMande seu recadoGrupos da Caixa Postal do Tecnocast: Telegram: t.me/caixapostaltecnocast WhatsApp: tbnet.me/caixapostaltecnocast Você pode mandar comentários (inclusive em áudio, vai que você aparece no Tecnocast?), dúvidas, críticas e sugestões. Participe!Se preferir, você pode se comunicar conosco pela Comunidade e através do e-mail tecnocast@tecnoblog.net.Entre também nos Canais do TB no WhatsApp Canal do Tecnoblog Canal do Achados do TB CréditosProdução: Josué de OliveiraEdição e sonorização: Ariel LiborioArte da capa: Vitor Pádua

Hello and welcome to Story Time with Mama V. I am so excited to read to you again!Today I'm reading Alphabet Space written by Lashana Standard.  This story is a very fun way for our younger listeners to learn the alphabet as throughout the story we get to visit different spaces, each beginning with a different letter of the alphabet.  Grab your copy of the book on AMAZONListen in to the full story and share this episode with another friend who is learning their letters to help them learn in a fun and a creative way. Thank you for listening!Bye for Now,Victoria aka Mama VSupport the show

The McCullough Report with Dr. Peter McCullough – I explore Robert F. Kennedy Jr.'s “Make America Healthy Again” and its impact on health freedom and education communities. I introduce Laura St. John, the Alphabet Chef, who transforms her theatrical talents into engaging nutrition lessons for young children. Discover her methods inspire healthy food choices and her programs bring real fun to nutrition education.

The McCullough Report with Dr. Peter McCullough – I explore Robert F. Kennedy Jr.'s “Make America Healthy Again” and its impact on health freedom and education communities. I introduce Laura St. John, the Alphabet Chef, who transforms her theatrical talents into engaging nutrition lessons for young children. Discover her methods inspire healthy food choices and her programs bring real fun to nutrition education.

Beth Kindig says there's no evidence of Google search slowing today, though its outlook faces certain headwinds. Alphabet (GOOGL) saw notable year-over-year search revenue growth, but Beth admits A.I. platforms like ChatGPT and Anthropic will eat into Alphabet's market share. John Belton says we're entering the "end of Google search dominance," pointing to Microsoft (MSFT) as a potential winner with its partnership in ChatGPT's parent company, OpenAI.======== 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

Sun, 11 May 2025 14:00:00 GMT http://relay.fm/material/515 http://relay.fm/material/515 Andy Ihnatko and Florence Ion Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. clean 4453 Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. This episode of Material is sponsored by: Vitally: A new era for customer success productivity. Get a free pair of AirPods Pro when you book a qualified meeting. Links and Show Notes: New ways to interact with information in AI Mode A Simple Google Search Is Now a Thing of the Past Apple's plan to offer AI search options on Safari a blow to Google dominance Google Plans to Roll Out Gemini A.I. Chatbot to Children Under 13 Suppo

Sun, 11 May 2025 14:00:00 GMT http://relay.fm/material/515 http://relay.fm/material/515 Not Totally Screwed 515 Andy Ihnatko and Florence Ion Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. clean 4453 Google Search as you know it is over, Apple makes Alphabet's stock fall, and Gemini is coming for the kids. This episode of Material is sponsored by: Vitally: A new era for customer success productivity. Get a free pair of AirPods Pro when you book a qualified meeting. Links and Show Notes: New ways to interact with information in AI Mode A Simple Google Search Is Now a Thing of the Past Apple's plan to offer AI search options on Safari a blow to Google dominance Google Plans to Roll Out Gemini A.I. Chatbot to Children Under 13 Support Materi

One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be.As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss:Warren Buffett's 3 latest stock picksAll the trade war newsAustralian property prices—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This week's testimony from Apple (AAPL) executive Eddy Cue on implementing A.I. into Safari search sparked a big sell-off in Alphabet (GOOGL). Jeff Pierce says investors are now seeing "real early innings of an inflection point" in Google search disruption. However, Jeff believes the development offers a bright spot for Alphabet in its antitrust case. Prosper Trading Academy's Charles Moon is bullish in his example options trade for the Big Tech giant.======== 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

Group Chat News is back with some of the hottest stories of the week including the Fed holding interest rates steady while warning of rising economic risks tied to tariffs, Alphabet's stock tumbling after Apple's Eddy Cue hints that AI could kill search as we know it, and a Q1 earnings breakdown from Revolve Group. Plus, DoorDash posts a surprise profit and makes bold moves to acquire both Deliveroo and SevenRooms, and everyone's favorite, WINNERS LOSERS CONTENT.

President Trump unveiling the framework for a trade deal with the UK, his first since the ‘reciprocal' tariff pause. How those details will impact broader markets. Plus, the latest move in Alphabet after yesterday's search drama, and what a “most favored nation” policy means for drug pricing and stocks. One top health care analyst weighs in.  Fast Money Disclaimer

Apple and Alphabet dip after one top exec weighs in on the AI/search engine revolution. What one tech analyst sees in store for the industry, and if there's any reason to be bullish on the group. Plus, China stocks slide despite stimulus and a rate cut, as President Trump holds steady on tariffs. And the whole new world for Disney  as the media giant plans to put magic in the middle east.Fast Money Disclaimer

US equities were higher in very choppy Wednesday trading, a bit off session highs, with the Dow Jones, S&P500, and Nasdaq closing up 70bps, 43bps, and 27bps respectively. FOMC takeaways were mixed, noting the bank is attentive to fears on both sides of its dual mandate though market still pricing in a slightly more dovish Fed outlook. Trump administration is planning to rescind chip curbs and will not enforce Biden-era AI diffusion rule. Bloomberg reported about Apple exploring AI search for its browser causing shares of Alphabet to slump.

Alphabet Club is a weekly podcast from Shannon Beveridge that celebrates the full spectrum of queer identity, community, and culture, one letter, one guest, and one joyful conversation at a time. Each week, Shannon welcomes a new voice into the world's most inclusive club, where laughter, honesty, and vulnerability all have a seat at the table. From trans joy to chosen family, first crushes to queer liberation, no topic is off limits as we build our ever-evolving gay agenda together. Every guest leaves with a pin, a pledge, and a place in the Alphabet Club. This show is a love letter to queerness in all its forms. And yes, you're already on the list. To watch Alphabet Club on YouTube: ⁠⁠⁠ ⁠⁠https://www.youtube.com/@nowthisisliving⁠⁠⁠ Don't forget to rate and subscribe to the podcast for free wherever you're listening or by using this link: ⁠https://bit.ly/AlphabetClub⁠ Website: ⁠⁠⁠https://bit.ly/TheAlphabetClubWebsite⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Quantum computing and AI are no longer theoretical concepts for tomorrow—they're shaping how organizations must secure their infrastructure today. In this episode of the podcast, Marc Manzano, General Manager of Cybersecurity at SandboxAQ, joins the conversation to share how his team is helping organizations confront some of the most urgent and complex cybersecurity shifts of our time.SandboxAQ, a company spun out of Alphabet, operates at the intersection of quantum technology and artificial intelligence. Manzano highlights two immediate challenges that demand new approaches: the looming need for quantum-resistant cryptography and the unchecked proliferation of AI agents across enterprise systems.Post-Quantum Migration and Cryptographic AgilityManzano describes an industry-wide need for massive cryptographic migration in response to the quantum threat. But rather than treating it as a one-time fix, SandboxAQ promotes cryptographic agility—a framework that enables organizations to dynamically and automatically rotate credentials, replace algorithms, and manage certificates in real-time. Their approach replaces decades of static key management practices with a modern, policy-driven control plane. It's not just about surviving the post-quantum era—it's about staying ready for whatever comes next.Taming the Complexity of AI Agents and Non-Human IdentitiesThe second challenge is the surge of non-human identities—AI agents, machine workloads, and ephemeral cloud infrastructure. SandboxAQ's platform provides continuous visibility and control over what software is running, who or what it communicates with, and whether it adheres to security policies. This approach helps teams move beyond manual, one-off audits to real-time monitoring, dramatically improving how organizations manage software supply chain risks.Real Use Cases with Measurable ImpactManzano shares practical examples of how SandboxAQ's technology is being used in complex environments like large banks—where decades of M&A activity have created fragmented infrastructure. Their platform unifies cryptographic and identity management through a single pane of glass, helping security teams act faster with less friction. Another use case? Reducing vendor risk assessment from months to minutes, allowing security teams to assess software posture quickly and continuously.Whether it's quantum cryptography, AI risk, or identity control—this isn't a vision for 2030. It's a call to action for today.Learn more about SandboxAQ: https://itspm.ag/sandboxaq-j2enNote: This story contains promotional content. Learn more.Guest: Marc Manzano, General Manager of Cybersecurity at SandboxAQ | https://www.linkedin.com/in/marcmanzano/ResourcesLearn more and catch more stories from SandboxAQ: https://www.itspmagazine.com/directory/sandboxaqLearn more and catch more stories from RSA Conference 2025 coverage: https://www.itspmagazine.com/rsac25______________________Keywords:marc manzano, marco ciappelli, sean martin, cryptography, quantum, ai, cybersecurity, nonhuman, keymanagement, rsac2025, brand story, brand marketing, marketing podcast, brand story podcast______________________Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More 

Daniel Mahncke and Shawn O'Malley break down Mercedes-Benz (ticker: MBG), one of the world's most iconic automakers known for luxury, engineering, and performance. From the invention of the automobile to perfecting the engineering craft, Mercedes has shaped the way the world moves — and it wants to continue to do so, now with a stronger focus on EVs and in-car technology. In this episode, you'll learn how Mercedes grew out of the industrial revolution and invented the modern car, how its legacy and brand power influence the company's strategy today, how it's navigating the shift to electrification and digital software, whether Chinese EV competition is an existential threat, how Mercedes plans to monetize its own operating system, and whether the stock's high dividend yield and low valuation make it a hidden gem — plus plenty more along the way. Prefer to watch? Click ⁠here⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 11:40 - Mercedes' origin story and how it built the first automobile 18:21 - How Mercedes dominated motorsports 24:53 - How Mercedes makes money and what business segments they have 31:22 - Why Mercedes' EQ lineup has failed 32:40 - What Mercedes has changed for the new EVs 37:06 - How the industry and competitive landscape have changed 43:31 - What role China plays and how Mercedes is performing in China 58:38 - Whether Mercedes is attractively valued at its current beaten-down levels 59:35 - How Mercedes performed recently and what KPIs matter most 1:01:02 - Whether Shawn & Daniel add MBG to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Mercedes' latest Annual Report. CEO Ola Källenius 2022 interview on the Decoder Podcast. Value Investor's Club Pitch on Mercedes. Check out our previous Intrinsic Value breakdowns: ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet⁠, ⁠Ulta⁠, ⁠John Deere⁠, and ⁠Madison Square Garden Sports⁠. Check out the books mentioned in the podcast ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try Shawn's favorite 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: ⁠CFI Education⁠ ⁠Airbnb⁠ Connect with Shawn: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ Connect with Daniel: ⁠Twitter⁠ | ⁠LinkedIn⁠ | ⁠Email⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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After flying 100 million miles and making over 1.4 million deliveries using autonomous drones, Zipline CEO and co-founder Keller Rinaudo Cliffton is looking to transform how same-day delivery works in the U.S. His company has spent years shipping medical supplies across countries like Rwanda, Ghana and Kenya. But will Zipline become a household name by flying burritos and salads to backyards in the U.S.? And how is the startup competing with tech giants like Amazon and Alphabet? Cliffton speaks to WSJ's Christopher Mims and Tim Higgins on the latest episode of the Bold Names podcast. Correction: Zipline has flown more than 100 million commercial autonomous miles. An earlier version of this podcast incorrectly stated that it's flown 50 million miles without human pilots. (Corrected on May 2.) Check Out Past Episodes: Could Amazon's Zoox Beat Tesla and Waymo in the Robotaxi Race? Palmer Luckey's 'I Told You So' Tour: AI Weapons and Vindication Humanoid Robot Startups Are Hot. This AI Expert Cuts Through the Hype. Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column. Read Tim Higgins's column. The Drone-Delivery Service Beating Amazon to Your Front Door Learn more about your ad choices. Visit megaphone.fm/adchoices

Kara and Scott break down Alphabet's strong earnings, and why the company continues to dominate. Then, the Trump meme coin grift that's raising serious corruption questions. Plus, Trump appears to flip on Ukraine, Treasury Secretary Scott Bessent says all the tariff chaos is just "strategic uncertainty," and the new, affordable, all-American EV truck. Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: https://x.com/andrewrsorkin Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D https://x.com/nic__carter/status/1909066161464959070 https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html https://x.com/TheTranscript_/status/1915116330534998440 https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372 https://truthsocial.com/@realDonaldTrump https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev https://x.com/EconomyApp/status/1915501252420784499 https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025 https://doge.gov/savings https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

Why did Capital One's merger news please investors? And how are tariffs worrying consumer conglomerates like Procter & Gamble? Plus, how Google parent Alphabet's financials are holding up–for now. Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter .  Learn more about your ad choices. Visit megaphone.fm/adchoices