Podcasts about Alphabet

Shawn and Daniel break down DoorDash (ticker: DASH), America's dominant meal-delivery company that's rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America's leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportunity DoorDash's founders saw and the story of its origins as Palo Alto Delivery 00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery 00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally 00:28:41 - How a tipping scandal nearly destroyed the brand 00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash's business 01:15:35 - The company's approach to management comp 01:21:07 - How to think about modeling DASH's intrinsic value *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠ to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Business Breakdowns' coverage of DoorDash The Acquired podcast's coverage of DoorDash Modern MBA on DoorDash and the myth of profitable food delivery Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on 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: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

On today's episode, Clay is joined by Shawn O'Malley to discuss what he's learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:42 - How The Intrinsic Value Portfolio has performed this year 00:18:23 - Why a sizable portion of The Intrinsic Value Portfolio is invested in big tech companies 00:28:41 - How Shawn gets comfortable investing in retail companies 00:43:07 - Why Nike is included in The Intrinsic Value Portfolio 00:49:27 - The best opportunities Shawn sees in today's market 00:58:16 - Why Shawn is bullish on Adobe despite the collapsing stock price 01:17:23 - Shawn's estimate of the intrinsic value of Adobe 01:24:19 - Shawn's process for researching stocks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out The Intrinsic Value Podcast. Check out The Intrinsic Value Newsletter. Check out The Intrinsic Value Portfolio. Check out The Intrinsic Value Community. Mentioned Episode: TIP741: The Intrinsic Value of Uber & Reddit. Related Episode: TIVP019: Adobe (ADBE): Designing a Creative Empire. Related Episode: TIVP033: Lululemon (LULU): Still the King of Athleisure? Follow Clay on LinkedIn & X. Follow Shawn on LinkedIn & X. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Alexa+ Vanta Amazon Ads reMarkable Shopify Onramp Public.com - See the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

How did the alphabet we use today take shape?Matt Lewis welcomes Danny Bates to explore how the medieval period shaped the alphabet we use today. They discuss the transformation of Egyptian hieroglyphs, the significant impact of the Norman Conquest of 1066, and the eventual disappearance of medieval letters like thorn (þ) and ash (æ). This is a journey across millennia from the adaptability of letters during the fall of Rome to innovations in medieval script and chaotic English rules.MOREMedieval Writers, Extraordinary WomenListen on AppleListen on SpotifyThe Origins of EnglishListen on AppleListen on SpotifyGone Medieval is presented by Matt Lewis. Audio editor is Amy Haddow, the senior producer is Anne-Marie Luff.All music used is courtesy of Epidemic Sounds.Gone Medieval is a History Hit podcast.Sign up to History Hit to watch the new Medieval Rebels series plus hundreds of hours of original documentaries, with a new release every week. Sign up at https://www.historyhit.com/subscribe. You can take part in our listener survey here: https://insights.historyhit.com/history-hit-podcast-always-on Hosted on Acast. See acast.com/privacy for more information.

In this episode, Scott Becker shares 6 insights on today's top market cap leaders, including the rise of Alphabet and Nvidia, Amazon's challenges, and the companies poised to become the next generation of mega caps.

This episode features a large news slate: November private payrolls unexpectedly fell by 32,000, Alphabet's AI chips business could be worth nearly Bad Bunny is back on top of Spotify's annual list. Roundtable: DOL registryhttps://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

My guest is Kelli Anderson, the artist, designer, and tinkerer behind interactive books like This Book is a Camera. Kelli's latest book, Alphabet in Motion, is a pop-up book that explores the history of how letterforms got their shapes. We chat about how she discovered the craft of paper engineering, problem-solving the design problems of a pop-up book, teaching, and as usual, the art of paying attention. Check out Alphabet in Motion and Kelli's Instagram.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Microsoft-Barometer und seine Folgen, das Inditex-Luxusproblem und gute Stimmung bei Salesforce. Außerdem geht es um Eli Lilly, AbbVie, Johnson & Johnson, Novo Nordisk, AstraZeneca, Abbott Laboratories, UnitedHealth Group, Bristol Myers Squibb, Dexcom, Align Technology, ResMed, Hims & Hers, JD Health International, iRhythm Technologies, Pro Medicus, Oscar Health, Xtrackers MSCI World Health Care (WKN: A113FD), Amundi S&P World Health Care Screened (WKN: A3DSTC), Franklin Future of Health and Wellness (WKN A3EFKW), Global X Telemedicine & Digital Health (WKN A2QKQ1), Xtrackers MSCI Genomic Healthcare Innovation (WKN: DBX0R2), Agilent, Roche, Vertex, Microsoft, Meta, Alphabet, Amazon, Nvidia, Salesforce, SAP, Snowflake, Inditex, H&M, Next, LVMH, Hermès, Aumovio, TKMS, Hellofresh, Gerresheimer, Ottobock, Tonies, PSI Software, Verbio, LPKF, Stratec, Thyssenkrupp Nucera, Procredit, Amadeus Fire, Bayer, BASF, Corteva, Syngenta, Formycon und PNE. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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. +++ 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

AndrewRed Rising: https://www.amazon.com/Red-Rising-Deluxe-Slipcase/dp/0593871529/ref=sr_1_2Dice Advent Calendar: https://www.amazon.com/Christmas-Calendar-Vacation-Surprise-Suitable/dp/B0FDFLYDLD/ref=sr_1_2_sspaJoyride, Wheel of Doom Mystery Box: https://www.target.com/p/joyride-sour-strips-surprise-box-candy-3-5oz/-/A-94938813Plur1bus: https://www.imdb.com/title/tt22202452/?ref_=nv_sr_srsg_0_tt_5_nm_3_in_0_q_plAlphabet in Motion: https://www.amazon.com/Alphabet-Motion-Letters-Their-Shape/dp/0997175915/ref=sr_1_1Alphabet in Motion, with Adam Savage: https://www.youtube.com/watch?v=eKCcqlJnZcALaurenWicked, Part 2: https://www.imdb.com/title/tt19847976/?ref_=nv_sr_srsg_4_tt_3_nm_4_in_0_q_wiCritical Role, Campaign 4: https://www.youtube.com/@criticalroleMighty Nein: https://www.imdb.com/title/tt26453092/?ref_=nv_sr_srsg_0_tt_6_nm_2_in_0_q_mighVox Machina: https://www.imdb.com/title/tt11247158/?ref_=nv_sr_srsg_0_tt_4_nm_4_in_0_q_voxStranger Things Season 5, Part 1: https://www.imdb.com/title/tt4574334/?ref_=nv_srb_trend_title_0PatrickMVP Gyropalooza Box: https://discgolfdealsusa.com/products/mvp-gyropalooza-special-edition-player-packBuild by Tony Fadell: https://www.amazon.com/sThe Lady and The Dale: https://www.imdb.com/title/tt12837188/?ref_=fn_t_1Will and Harper: https://www.imdb.com/title/tt30321133/?ref_=nv_sr_srsg_0_tt_8_nm_0_in_0_q_will%2520and%2520harTwitch - Live Every Monday at 7pmhttps://www.twitch.tv/mof1podcast Don't forget to sign up for Secret Santa on Slack!  Watch us live on Twitch every Monday at 7pm CT: https://www.twitch.tv/mof1podcast

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:(00:00) Introduction(19:18) Focus on Infrastructure Investments(22:09) Case Study: GE Aerospace and Safran(27:39) Alphabet's Journey and Management Challenges(36:07) Evaluating Risk in Alphabet's Investment(44:41) Takeaways from Chris Hohn's Investment Strategy*****************************************************Sign up for our stock research service, Emerging Moats: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian reveal a stunning stat: just two companies—Alphabet and Nvidia—are responsible for a third of the S&P 500’s returns this year. If you think you’re diversified just because you own an index fund, think again. They dive into the historical precedent for today’s market concentration, the real risks of overexposure to big tech, and what smart investors should consider instead—including equal-weight ETFs, buffered products, and direct indexing. See omnystudio.com/listener for privacy information.

From the R-word yesterday, to the B-word today. Gov. Tim Walz got the Trump insult missile and it switched to Rep. Ilhan Omar today when Trump called her and her friends "garbage" and "all they do is bitch". We break it all down. Speaking of missiles: Pete Hegseth comments on the drug boat strikes off Venezuela that some are calling war crimes. Also on the show: Odell Beckham Jr. argues, unsuccessfully, that it's impossible to build generational wealth on a $100M contract, Towanna Murphy has an unforgettable interview after getting served a restraining order, and we play two rounds of Impossible Trivia. See omnystudio.com/listener for privacy information.

Émission du 02/12/2025 présentée par Amaury de Tonquédec avec Éric Lewin, Stratégiste actions chez Bourse Direct, et Alain Pitous, Consultant stratégie ESG. Vos questions en live : - Je veux investir sur les marchés financiers car il parait que c'est rentable sur le long terme, mais j'entends le mot bulle partout … Quels sont les secteurs ou valeurs qu'il faut éviter en ce moment pour éviter de “dégonfler son portefeuille ?- Je cherche des bonnes affaires en bourse pour être bien positionnée en 2026, Qu'est ce que j'achète ? - J'ai 100 000 euros à investir maintenant, que faire ? - Le yuan s'impose dans le commerce du pétrole et du gaz entre la Russie et la Chine. Le dollar est-il menacé ? Quelle conséquences pour les marchés boursiers ?

John Giannandrea, Apple's (AAPL) A.I. chief, is stepping down and offering his seat to a former lead engineer for Alphabet's (GOOGL) Google Gemini. Marley Kayden notes this is the latest A.I. shakeup surrounding Apple, adding that the company is currently under the microscope when it comes to A.I. software developments. She talks about how Apple is "often late to the game" and ways it can still win the A.I. race. ======== 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

Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It"

Unlock the science of self-belief in this inspiring episode as Klaudia Mitura sits down with Caroline Brewin, author of the new book “Confident.” Dive into how neuroscience shapes our inner dialogue and discover practical, science-backed ways to build authentic confidence. Caroline shares her holistic model for confidence, the power of understanding our self-talk, and actionable strategies you can use right away. Together, they tackle the reality of imposter syndrome, the importance of self-acceptance, and why celebrating your wins matters.Get involved:

In this episode, Scott Becker highlights why Alphabet stands out as the 2025 company of the year, pointing to its resilience in AI, soaring stock performance, and more.

Signs of a slowing economy, and speculation of a very dovish new Federal Reserve chairman in May 2026, are behind the futures market pricing in substantial rate cuts over the next year. Historically, substantially lower rates weaken the dollar and boost precious metals. Silver has made a new high and has formed what is arguably the most bullish technical pattern, William O'Neil's “cup and handle” formation. On the technology front, Alphabet's low-cost semiconductors present unexpected competition for Nvidia. Things like that will determine the performance of technology companies' share prices for the foreseeable future. Longer term, the “Holy Grail” that technology companies seek is Artificial General Intelligence - AI that thinks like a human. Its impact to humanity could be very beneficial, or deeply detrimental.

This episode of the Hot Options Report with Mark Longo from The Options Insider, provides insights into the fast-moving options market for Monday, December 1st. The show highlights the top 10 equity options dominating the market, including companies like Palantir, Alphabet, Intel, AMD, Amazon, Beyond Meat, Apple, MSTR, Tesla, and Nvidia. Detailed trading data such as contract volumes, price changes, and hot options for each company are discussed. Listeners can access comprehensive options data at TheHotOptionsReport.com.

John Buckingham considers Alphabet (GOOGL) "growth at a reasonable price stock" compared to its A.I. peers. While he calls Nvidia (NVDA) the "clear" leader in the space, John says Alphabet is a buy even at current levels. John Freeman believes Alphabet still has room to run with its "platform game" and "vertical" approach to A.I. When it comes to the tech trade, he urges investors to stay "picky." ======== 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

Ali Mogharabi wasn't shocked to see the stark rally in Alphabet (GOOGL). Cloud growth is one factor he points to when characterizing the Mag 7 stock's stunning climb from April lows, with Gemini 3.0 adding to its software moat. Additionally, Ali expects Alphabet's Waymo autonomous driving unit to become a market leader as the technology becomes more common. He later analyzes the company's chipmaking business as a potential disruptor to Nvidia (NVDA). ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this episode, Scott Becker highlights why Alphabet stands out as the 2025 company of the year, pointing to its resilience in AI, soaring stock performance, and more.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über eine gemischte Black-Friday-Bilanz, Gerüchte um eine AI-Gigafactory und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Meta, Oracle, Alphabet, Deutsche Telekom, Adobe, Mastercard, Microsoft, Shopify, Salesforce, Bitcoin und Pfisterer, iShares MSCI ACWI ETF (WKN: A1JMDF), Neuer Instagram-Auftritt von AAA: https://www.instagram.com/alles_auf_aktien/ Die aktuelle „Alles auf Aktien“-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns über Feedback an 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. +++ 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

Im Dezember gehen Tim und Jan das Alphabet zu weihnachtlichen Themen durch.

Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P's Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P's Market Intelligence Business 00:07:54 - About S&P Global's founding story 00:38:52 - About S&P's Index Business 00:48:45 - About S&P's Commodity Insight Business 00:58:10 - About S&P's Mobility Business 01:03:45 - How S&P thinks about Capital Allocation 01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠ to track our Portfolio. Barron's Interview with Former SPGI CEO Doug Peterson. S&P Global Investor Day Presentation 2025. TIVP Episode on MSCI. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Paypal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠,⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reddit,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TSMC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LVMH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on 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: ⁠⁠⁠⁠⁠⁠⁠Public.com⁠⁠ 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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Our 226th episode with a summary and discussion of last week's big AI news!Recorded on 11/24/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode: New AI model releases include Google's Gemini 3 Pro, Anthropic's Opus 4.5, and OpenAI's GPT-5.1, each showcasing significant advancements in AI capabilities and applications.Robotics innovations feature Sunday Robotics' new robot Memo and a $600M funding round for Visual Intelligence, highlighting growth and investment in the robotics sector.AI safety and policy updates include Europe's proposed changes to GDPR and AI Act regulations, and reports of AI-assisted cyber espionage by a Chinese state-sponsored group.AI-generated content and legal highlights involve settlements between Warner Music Group and AI music platform UDIO, reflecting evolving dynamics in the field of synthetic media.Timestamps:(00:00:10) Intro / Banter(00:01:32) News Preview(00:02:10) Response to listener commentsTools & Apps(00:02:34) Google launches Gemini 3 with new coding app and record benchmark scores | TechCrunch(00:05:49) Google launches Nano Banana Pro powered by Gemini 3(00:10:55) Anthropic releases Opus 4.5 with new Chrome and Excel integrations | TechCrunch(00:15:34) OpenAI releases GPT-5.1-Codex-Max to handle engineering tasks that span twenty-four hours(00:18:26) ChatGPT launches group chats globally | TechCrunch(00:20:33) Grok Claims Elon Musk Is More Athletic Than LeBron James — and the World's Greatest LoverApplications & Business(00:24:03) What AI bubble? Nvidia's strong earnings signal there's more room to grow(00:26:26) Alphabet stock surges on Gemini 3 AI model optimism(00:28:09) Sunday Robotics emerges from stealth with launch of ‘Memo' humanoid house chores robot(00:32:30) Robotics Startup Physical Intelligence Valued at $5.6 Billion in New Funding - Bloomberg(00:34:22) Waymo permitted areas expanded by California DMV - CBS Los Angeles - Waymo enters 3 more cities: Minneapolis, New Orleans, and Tampa | TechCrunchProjects & Open Source(00:37:00) Meta AI Releases Segment Anything Model 3 (SAM 3) for Promptable Concept Segmentation in Images and Videos - MarkTechPost(00:40:18) [2511.16624] SAM 3D: 3Dfy Anything in Images(00:42:51) [2511.13998] LoCoBench-Agent: An Interactive Benchmark for LLM Agents in Long-Context Software EngineeringResearch & Advancements(00:45:10) [2511.08544] LeJEPA: Provable and Scalable Self-Supervised Learning Without the Heuristics(00:50:08) [2511.13720] Back to Basics: Let Denoising Generative Models DenoisePolicy & Safety(00:52:08) Europe is scaling back its landmark privacy and AI laws | The Verge(00:54:13) From shortcuts to sabotage: natural emergent misalignment from reward hacking(00:58:24) [2511.15304] Adversarial Poetry as a Universal Single-Turn Jailbreak Mechanism in Large Language Models(01:01:43) Disrupting the first reported AI-orchestrated cyber espionage campaign(01:04:36) OpenAI Locks Down San Francisco Offices Following Alleged Threat From Activist | WIREDSynthetic Media & Art(01:07:02) Warner Music Group Settles AI Lawsuit With UdioSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Send us a textABA on Tap is proud to present Matt Tapia (Part 2 of 2):Matt Tapia is a dually-credentialed professional, holding licenses as both a Licensed Marriage and Family Therapist (LMFT) in Arizona and California and a Board Certified Behavior Analyst (BCBA). This unique background allows him to offer a comprehensive, integrated perspective on mental health and behavior, drawing from both clinical counseling and applied behavior analysis.Matt's therapeutic approach is heavily influenced by third-wave behavioral therapies, including Acceptance and Commitment Therapy (ACT), Dialectical Behavior Therapy (DBT), Mindfulness, and Cognitive Behavioral Therapy (CBT). His work focuses on helping individuals, couples, and families navigate a broad spectrum of challenges, such as anxiety, depression, trauma, relationship issues, life transitions, and caregiving stress, particularly for those within the autism and neurodivergent communities.In addition to his clinical practice, Matt serves as a Subject Matter Expert for the Behavior Analyst Certification Board (BACB) where he helps develop and review national exam questions for aspiring BCBAs and RBTs. He holds a master's degree in Counseling Psychology from Santa Clara University and is an active member of several professional organizations, including the Association for Contextual Behavioral Science (ACBS). With a commitment to meeting clients where they are, Matt uses a collaborative, team-based approach to help people build meaningful and fulfilling lives.Support the show

StocksToTrade's Tim Bohen joins Schwab Network ahead of Black Friday's opening bell to explain how traders can take advantage of volatility. He sees all of the pullbacks in A.I. stocks as strong buying opportunities, believing 2026's A.I. trade will "make 2025 look like a joke." Tim's favorite stock moving forward is Alphabet (GOOGL) and makes the case that Alphabet's strength won't weaken Nvidia (NVDA). ======== 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

CFRA's Angelo Zino believes Alphabet's (GOOGL) recent rally has been "long overdue." He credits the company's tech execution for the huge upside surge it saw in recent weeks, noting the potential Gemini 3.0 and Google Cloud has to the A.I. trade. Angelo considers Berkshire Hathaway's (BRK/B) investment into Alphabet validation for the Mag 7 giant's future prospects. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(21:42) Alphabet's Resurgence: The AI Narrative Shift(38:02) Amazon's Competitive Edge: A Moat Like No Other(39:50) Thanksgiving Turkey Characteristics in Companies(48:25) Legacy Companies and Market Disruption(50:55) Gratitude in the Investment World(53:57) Thanksgiving Leftovers: Companies to Watch(56:16) Black Friday Deals: Stocks to Consider(01:00:54) Zoom and Mercadolibre: Current Opportunities*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

A new week means new questions! Hope you have fun with these!Hinge, pivot, ball and socket are three types of what skeletal structure?In Canada, what province is the capital city located?Stanisław II August ruled from 1764 to 1795 and was the last king of which country, the fifth largest EU country?What element has the highest melting point?In 1926 Gertrude Ederle swam what in 14 1/2 hours, breaking the men's record by 2 hours, and the inspiration for the Daisy Ridley film "Young Woman and the Sea"?Which Aristophanes comedy shares its name with a 1963 natural horror film directed by Alfred Hitchcock?What was the first horror film to be nominated for Best Picture?The word "Alphabet" comes from the first two letters of what language?In operation since 1930, London's Great West Aerodrome later became the site of what?Traditionally, what color are the community chest cards in a game in Monopoly?In "The Office" what does Michael Scott eat at lunch to make him fall asleep?What is the best selling album of the 21st century thus far?In 2010, Jonathan Franzen was the first American novelist to appear on the cover of TIME since what legendary and prolific American writer?MusicHot Swing, Fast Talkin, Bass Walker, Dances and Dames, Ambush by Kevin MacLeod (incompetech.com)Licensed under Creative Commons: By Attribution 3.0 http://creativecommons.org/licenses/by/3.0/Don't forget to follow us on social media:Patreon – patreon.com/quizbang – Please consider supporting us on Patreon. Check out our fun extras for patrons and help us keep this podcast going. We appreciate any level of support!Website – quizbangpod.com Check out our website, it will have all the links for social media that you need and while you're there, why not go to the contact us page and submit a question!Facebook – @quizbangpodcast – we post episode links and silly lego pictures to go with our trivia questions. Enjoy the silly picture and give your best guess, we will respond to your answer the next day to give everyone a chance to guess.Instagram – Quiz Quiz Bang Bang (quizquizbangbang), we post silly lego pictures to go with our trivia questions. Enjoy the silly picture and give your best guess, we will respond to your answer the next day to give everyone a chance to guess.Twitter – @quizbangpod We want to start a fun community for our fellow trivia lovers. If you hear/think of a fun or challenging trivia question, post it to our twitter feed and we will repost it so everyone can take a stab it. Come for the trivia – stay for the trivia.Ko-Fi – ko-fi.com/quizbangpod – Keep that sweet caffeine running through our body with a Ko-Fi, power us through a late night of fact checking and editing!

On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Looking for Merch? Get exclusive designs on Teepublic and Bonfire! Teepublic: https://www.teepublic.com/stores/morning-cup-of-murder?ref_id=35179&utm_campaign=35179&utm_medium=affiliate&utm_source=Morning%2BCup%2Bof%2BMurder Bonfire: https://www.bonfire.com/store/morningcupofmurder/ Join us on Patreon! For as little as $1 get amazing bonus content you can't hear anywhere else! https://www.patreon.com/morningcupofmurder Want to drop us a line or see what else we have going on? Find all things Morning Cup of Murder at our website: morningcupofmurder.com Want kid-friendly chills? Check out our show The Cryptid Catalog where my son Killian and I weave a biweekly cryptid creature feature. https://open.spotify.com/show/7vwn8JNkTPOmxwRoHsVDc1 Subscribe on Youtube for special episodes: https://youtube.com/@morningcupofmurder?si=y6y52dP-CUcPBEaW Stay Safe - A Morning Cup of Murder Podcast Coming Soon! Have a close call with something horrifying? A dark family story you've been needing to share? What about an unexplained encounter? Share your stories with us by emailing them to staysafesubmissions@.com and they could be read on a future episode! Information on today's episode: November 26th: Last of Alphabet Murders Victims Reported Missing (1973) Sometimes there are coincidences in a case that can muddle an investigation. On November 26th 1973 the last of three victims were reported missing in what was called the Alphabet Murders. A case that, many believe, the main detail might have been nothing more than a coincidence. https://en.wikipedia.org/wiki/Alphabet_murders, https://www.newsweek.com/double-initial-murders-alphabet-murders-alphabet-killer-rochester-new-york-1844558, https://www.oxygen.com/crime-news/alphabet-murders-victims-dna-suspects-rochester-new-york, https://allthatsinteresting.com/alphabet-murders, https://medium.com/the-history-insider/the-alphabet-murders-that-terrified-rochester-ny-for-three-years-remains-unsolved-today-32c7a7891b0c, https://biographics.org/the-alphabet-killer-letters-of-obsession/, https://www.nbcnews.com/news/us-news/suspects-diary-alphabet-murders-case-describes-victims-flna6c10924814, https://www.democratandchronicle.com/story/news/investigations/2009/03/01/double-initial-murders-remain-mystery-after-35-years-police-still/77384622/, https://www.aetv.com/real-crime/double-initial-murders-alphabet-unsolved-child-murders Learn more about your ad choices. Visit megaphone.fm/adchoices

On the last trading day before Thanksgiving, the AI trade once again takes center stage. Carl Quintanilla, David Faber and Sara Eisen explored Alphabet nearing a $4 trillion valuation versus Nvidia's rough November. The anchors reacted to a note from HSBC — it says OpenAI might need to raise at least $207 billion in financing by 2030.Dell shares rose after its upbeat guidance overshadowed a revenue miss. Also in focus: Airlines and the Thanksgiving travel rush, Deere falls despite an earnings beat, the healthcare sector rally, bitcoin slump effect, Campbell's controversy, how AI is transforming the holiday season, Santa visits the NYSE ahead of Macy's Thanksgiving Day Parade. 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.

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The episode covers notable movements in major indices such as VIX, SPY, SPX, IWM, QQQ, and single-name equities like Barrick Mining, Robinhood, Palantir, Amazon, Alphabet, MicroStrategy, AMD, Apple, Tesla, and Nvidia. Key trades and options statistics are discussed, providing valuable insights into the fast-moving options market. Despite Thanksgiving Eve being a typically slow day, markets showed remarkable activity. Visit TheHotOptionsReport.com for more detailed data and analytics.

P.M. Edition for Nov. 25. It's been a brutal month for tech companies. But the stock of Google parent Alphabet is up nearly 18% since the Nasdaq's peak on October 29. WSJ Heard on the Street columnist Dan Gallagher talks about what Google is doing differently. Plus, Character.AI, which makes popular chatbots, is cutting off access for users under 18 because of mental-health concerns. We hear from Journal tech reporter Georgia Wells about how the company arrived at the decision. And U.S. officials say Ukraine is open to signing a newly crafted peace deal. However, diplomatic hurdles remain. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Sara Eisen, and David Faber began the hour with fresh data and earnings commentary around the health of the consumer - before diving into the AI trade with a focus on Google. Hear one AI expert's take on the state of play - and who's winning the war so far. Plus: the Executive Chairman of Dick's Sporting Goods joined the team to breakdown earnings from the name - and a decision to close some Footlocker stores.  Also in focus: the TSA projecting a record breaking Thanksgiving travel week - the team sat down with the CEO of newly listed AeroMexico to talk demand, along with any possible shutdown hangover for the airlines.  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.

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade: Alphabet on the cusp of hitting a $4 trillion market cap for the first time — with Meta shares also moving higher. The parent of Facebook is reportedly considering using Google AI chips in its data centers. Nvidia shares fell sharply on that report. Hear what Cramer said about selling the stock now. Also in focus: What Treasury Secretary Scott Bessent told CNBC about the Fed, what's extending Oracle's stock slump, Kohl's soars as part of a retail earnings parade, reaction to September inflation and retail sales data released after being delayed due to the government shutdown.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.

Scott Wapner and the Investment Committee discuss the resurgence in tech and Alphabet's climb to a $4 Trillion market cap. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day and how to trade them. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI laggard Alphabet rapidly moving to the front of the pack, on track to hit a $4T market cap. Consumer confidence hits a 7-month low as recession fears rise. Plus, Best Buy beats estimates and raises guidance... why one analyst says this holiday season could be especially strong for the retailer. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom discuss the potential Russia/Ukraine peace deal, Meta in talks to use Alphabet's TPUs, and Nvidia's "We're not Enron" memo.Song: Mountain Music - AlabamaFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Carl Quintanilla, Jim Cramer and David Faber discuss what's next for the AI trade after big tech comes off its worst week since April.Alphabet continues to be a bright spot, rallying to new record highs. Plus, the Rotation into Health Care. How to play this sector, as Lilly hits a major milestone that no other big pharma stock has ever hit before. We'll also get you ready for key retail earnings this week, as the holiday shopping season gets underway.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.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate over the state of inflation - and what it means for the Fed - on the heels of new data out of NABE... with key analysis from Citi's U.S. Equity Strategist Scott Chronert soon thereafter. Plus: tech yet again the focus of early trading - the team started with breaking news out of Amazon when it comes to their satellite business, before also getting a breakdown of Elon Musk's AI chip ambitions (helping boost Tesla shares), and a deep-dive on Alphabet's big move higher to fresh record highs.  Also in focus: the state of the economy - and what a volatile government could mean for markets, in a wide-ranging and rare interview with former Treasury Secretary Jack Lew this hour.  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.

"I have never felt so naked. That's how exposed I felt at the idea that my handwriting was going to be seen by the world," says Tim Brookes, founder of the Endangered Alphabets Project and author of the new book about handwriting By Hand: Can the Art of Writing Be Saved? Writing the book (yes, by hand!) celebrates the act of handwriting, even overcoming the shame arising from his own.Visit theallusionist.org/scribe for more information about Tim's work and today's topics, plus a transcript of the episode.Support the show at theallusionist.org/donate and as well as keeping this independent podcast going, you also get to list your creative works in this year's Allusioverse Gift Guide, plus behind-the-scenes info about every episode; livestreams with me reading from my ever-growing collection of dictionaries; and the charming and nurturing Allusioverse Discord community, where among daily sharing of thoughts and amusements, we're watching The Princess Bride, the current season of Great Canadian Baking Show, and Game of Wool.This episode was produced by me, Helen Zaltzman, on the unceded ancestral and traditional territory of xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh (Squamish), and səlilwətaɬ (Tsleil-Waututh) Nations. Martin Austwick. Download his own songs at palebirdmusic.com and on Bandcamp, and listen to his podcasts Song By Song and Neutrino Watch.Find the Allusionist at youtube.com/allusionistshow, instagram.com/allusionistshow, facebook.com/allusionistshow, @allusionistshow.bsky.social… If I'm there, I'm there as @allusionistshow. Our ad partner is Multitude. If you want me to talk compellingly about your product, sponsor an episode: contact Multitude at multitude.productions/ads. This episode is sponsored by:• Greenwood Lake Roasters, purveyors of small batch craft coffee roasted just outside of NYC. Go to GreenwoodLakeRoasters.com to place your order - do it between now and December 31st and use the checkout code ALLUSIONIST to get 10% off small batch coffee and subscription orders. • Squarespace, your one-stop shop for building and running your online forever home. Go to squarespace.com/allusionist for a free trial, and get 10 percent off your first purchase of a website or domain with the code allusionist.• Home Chef, meal kits that fit your needs. For a limited time, Home Chef is offering Allusionist listeners fifty per cent off and free shipping on your first box, plus free dessert for life, at HomeChef.com/allusionist.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.