Podcasts about Alphabet

This week, we discuss the AI hype cycle, Astronomer's viral moment, and yet another YAML flavor — KYAML. Plus, private equity is coming for your donuts. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) 531 (https://www.youtube.com/live/Lul4dCCIT24?si=qeBAZXHmFBdRuuAx) Runner-up Titles Sometimes it's hard to make money I've given into Big Donut Maybe you can fake your way through life At some point you have to have some expertise AI has no taste Can you fix my PowerPoint? There is a chance we're all going to be naked soon Gobbling up the dark fiber WHYAML Waymo for Babies Rundown Beloved Texas doughnut chain sold to California equity firm (https://www.khou.com/article/news/local/shipley-do-nuts-sold-private-equity-houston-texas/285-259116a6-8819-4b32-8ca8-20359bb4f1e1) AI Mid-Year Hype-Cycle Check-in Gartner hype cycle (https://en.wikipedia.org/wiki/Gartner_hype_cycle) Betting on AI: The Delusion Driving Big Tech - Last Week in AWS Podcast (https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/betting-on-ai-the-delusion-driving-big-tech/) Clouded Judgement 7.25.25 - TAMs Lie (https://cloudedjudgement.substack.com/p/clouded-judgement-72525-tams-lie?utm_source=post-email-title&publication_id=56878&post_id=169176822&utm_campaign=email-post-title&isFreemail=true&r=2l9&triedRedirect=true&utm_medium=email) Microsoft's AI CEO thinks Copilot will age and ‘have a room that it lives in' (https://www.theverge.com/news/713715/microsoft-copilot-appearance-feature-age-mustafa-suleyman-interview) Flaw in Gemini CLI coding tool could allow hackers to run nasty commands (https://arstechnica.com/security/2025/07/flaw-in-gemini-cli-coding-tool-allowed-hackers-to-run-nasty-commands-on-user-devices/) Claude Code is a slot machine (https://rgoldfinger.com/blog/2025-07-26-claude-code-is-a-slot-machine/) The Hater's Guide to the AI Bubble (https://www.wheresyoured.at/the-haters-gui/) 2025 Stack Overflow Developer Survey (https://survey.stackoverflow.co/2025/) 2025 Stack Overflow sentiment and usage section (https://survey.stackoverflow.co/2025/ai/#sentiment-and-usage) Astronomer Data Pipelines with Apache Airflow (https://www.thecloudcast.net/2025/07/data-pipelines-with-apache-airflow.html) Astronomer (@astronomerio) on X (https://x.com/astronomerio/status/1948890827566317712?s=46&t=EoCoteGkQEahPpAJ_HYRpg) Ryan Reynolds' ad agency, was behind the Gwyneth Paltrow Astronomer ad (https://www.businessinsider.com/ryan-reynolds-maximum-effort-gwyneth-paltrow-astronomer-ad-2025-7) Introducing KYAML, a safer, less ambiguous YAML subset / encoding (https://github.com/kubernetes/enhancements/blob/master/keps/sig-cli/5295-kyaml/README.md#summary) Palo Alto Networks to acquire CyberArk in $25 billion deal (https://www.cnbc.com/2025/07/30/palo-alto-networks-cyberark-deal.html) Relevant to your Interests Microsoft's Satya Nadella says job cuts have been 'weighing heavily' on him (https://www.cnbc.com/2025/07/24/microsoft-satya-nadella-memo-layoffs.html) IBM shares drop as software revenue misses (https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html) MSFT Teams in your car? (https://www.theverge.com/news/708481/microsoft-teams-mercedes-benz-integration-in-car-camera-support) Y2K38 bug? Debian switching to 64-bit time for everything (https://www.theregister.com/2025/07/25/y2k38_bug_debian/) A.I.-Driven Education: Founded in Texas and Coming to a School Near You (https://www.nytimes.com/2025/07/27/us/politics/ai-alpha-school-austin-texas.html) How Anthropic teams use Claude Code (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code?utm_source=changelog-news) Anthropic unveils new rate limits to curb Claude Code power users (https://techcrunch.com/2025/07/28/anthropic-unveils-new-rate-limits-to-curb-claude-code-power-users/) Alphabet's Q2 revenue beats estimates as cloud computing surges (https://www.fastcompany.com/91373657/alphabet-google-earnings-q2-cloud-ai) Listener Feedback Steve recommends Lessons from Production (https://podcast.techwithkunal.com) Podcast (https://podcast.techwithkunal.com) Conferences Sydney Wizdom Meet-Up (https://www.wiz.io/events/sydney-wizdom-meet-up-aug-2025), Sydney, August 7. Matt will be there. SpringOne (https://www.vmware.com/explore/us/springone?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/watch?v=f_xOudsmUmk). Explore 2025 US (https://www.vmware.com/explore/us?utm_source=organic&utm_medium=social&utm_campaign=cote), Las Vegas, August 25th to 28th, 2025. See Coté's pitch (https://www.youtube.com/shorts/-COoeIJcFN4). Wiz Capture the Flag (https://www.wiz.io/events/capture-the-flag-brisbane-august-2025), Brisbane, August 26. Matt will be there. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CFP closes August 3rd (https://www.papercall.io/txlf2025). CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th to 16th, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Uber Teen (https://www.uber.com/us/en/ride/teens/) Matt: Software Defined Interviews - Chris Dancy (https://www.softwaredefinedinterviews.com/105) Photo Credits Header (https://unsplash.com/photos/white-and-black-floral-round-decor-qZ6uvJHLHFc)

Today we use letters every day, but the alphabet had to be invented. Ancient peoples like the Phoenicians and Greeks created systems to represent sounds with symbols, making reading and writing faster and more accessible. This episode traces the alphabet's journey from pictures and symbols to the ABCs we know today—and explains how it transformed human communication.

In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise. Tickers of stocks discussed: TFII.TO, CNR.TO, L.TO, GOOG Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this unapologetically clear episode, Antoinette Wolf—a former corporate executive turned entrepreneur, mother, and philanthropist—dives into why alignment is no longer a luxury for today's executive leaders.This episode is exclusively for adults who come from college-educated households or families that emphasized higher education, and who now lead—or are building careers—in corporate executive spaces.Antoinette unpacks:Why personal and professional alignment with other accredited executives is non-negotiableThe legacy risk of associating with misaligned individualsWhat Silicon Valley giants Satya Nadella (CEO of Microsoft) and Sundar Pichai (CEO of Alphabet & Google) say about deep expertise, AI, and the future of leadershipWhy protecting the investment in your children's private education starts with who you allow into your circleThis is the room for leaders who were raised with structure, vision, and standards—and who are done making exceptions.Tune in. Stand firm. Align intentionally.New episodes drop every Wednesday at 9 PM PST.

In this exhilarating episode of Metal Massacre, Lucian and Dustin welcome back the multi-talented Dustin Treinen of The Man from Alphabet! The trio dives deep into the wild world of indie horror films, specifically the new release, "Popeye: The Slayer Man," featuring Dustin's band providing the theme song. They discuss the creative whirlwind that led to the song's rapid production, the unexpected connections made in the vegan community, and the hilarious behind-the-scenes moments from the premiere. As they explore Dustin's journey in voice acting and music, the conversation takes a turn towards the current renaissance of indie films and the absurdity of blending childhood nostalgia with horror. With plenty of laughs and insightful commentary, this episode is a must-listen for fans of metal, movies, and creativity! Don't miss out on the fun!Support the Show on PatreonCheck out our Merch

YouTube gaat alsnog onder het socialmediaverbod voor kinderen onder de 16 jaar oud vallen in Australië. Dat heeft de Australische minister-president Anthony Albanese bekend gemaakt tijdens een persconferentie. Niels Kooloos vertelt erover in deze Tech Update. 'Sociale media brengen onze kinderen sociale schade toe, en ik wil dat Australische ouders weten dat wij hen steunen', zei Albanese woensdag. Dat YouTube ook onder het verbod gaat vallen heeft onder andere te maken met het feit dat het platform algoritmische aanbevelingen doet aan gebruikers. Daarom mogen kinderen onder de 16 vanaf eind dit jaar geen YouTube-account meer hebben. Het platform blijft dus nog wel toegankelijk zonder account, maar maakt algoritmische aanbevelingen en interactie met andere gebruikers op die manier onmogelijk. YouTube heeft laten weten dat het actie gaat nemen tegen het besluit van de Australische overheid. Volgens moederbedrijf Alphabet is YouTube vooral een 'educatief platform' en daarom zou het een uitzondering moeten krijgen. Verder in deze Tech Update: Meta is van plan om sollicitanten AI te laten gebruiken tijdens hun solliciatiegesprek NotebookLM, de AI-samenvattingstool van Google, kan nu ook AI-explainervideo's maken van de bronnen die jij uploadt See omnystudio.com/listener for privacy information.

Toyota meldt recordverkopen, terwijl de concurrentie dramatisch draait. Hermes verkoopt veel meer en dat terwijl de concurrentie steeds minder verkoopt. En de Amerikaanse economie draait als een zonnetje en merkt (nog) niks van Trumps tarieven.Je leest het goed: heel veel goed nieuws, maar ook veel onverwachts nieuws. Want waarom draaien Toyota en Hermes zo goed, terwijl andere bedrijven er niks van bakken? We zoeken deze uitzending uit hoe dat zit.We vertellen je ook over de miljardendeals die Elon Musk voor Tesla aan het sluiten is. Musk lijkt ineens een betere dealmaker dan president Trump. Over Trump gesproken: zijn team is nog steeds in overleg met de Chinezen. Ondertussen haalt hij wel uit naar India. Dat land wordt getrakteerd op 25 procent aan importheffingen. Verder bespreken we de cijfers van Just Eat Takeaway en JDE Peets. Vooral dat laatste bedrijf springt eruit. Buiten de Amsterdamse beurs kijken we ook, nog naar de cijfers van Adidas. Die kwartaalcijfers van de Duitsers zien er niet slecht uit, maar vallen wel slecht bij aandeelhouders. Starbucks komt ook nog voorbij, een mega-overname door cybersecuritybedrijf Palo Alto én het gaat over Australie. Daar raakt Youtube ineens een hele doelgroep kwijt! See omnystudio.com/listener for privacy information.

In this episode of the Hot Options Report, Mark Longo dives into the latest trends and unusual activities in the options market as of Tuesday, July 29th. Key discussions include significant volume spikes in VIX options with over a million contracts, a detailed breakdown of active trades in SPY, S&P 500, small caps, and NASDAQ, and unusual large-volume trades in specific equities like Palantir, Alphabet, Apple, SoFi, Tesla, AMD, and Nvidia. Additionally, the episode spotlights some curious trades in United Health, including a notable 28,000 contracts of the January 2027 500 calls.    01:05 Welcome to the Hot Options Report 01:43 Today's Market Overview 02:44 VIX Options Activity 04:30 SPY and S&P 500 Options Insights 05:46 Small Caps and QQQs Analysis 07:01 Single Name Equity Options Highlights 07:16 Top 10 Options Movers 15:18 Conclusion   -------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

In this episode of The Refresh, host Kait unpacks some of the most significant shifts in media, search, and publishing. Alphabet reported record-breaking Q2 earnings driven by cloud and search, despite concerns about AI competition. Newsweek is proactively adjusting its business model to combat AI-related traffic threats, and the Paramount–Skydance merger finally got the FCC's green light, complete with political controversy and a timely South Park takedown. Alphabet's Blowout Quarter: Alphabet hit $96.4 billion in Q2 revenue, driven by strong performance in cloud (up 32%) and ad sales (up 10.4%), with YouTube capturing nearly 13% of all U.S. TV screen time. Publisher Impact from Generative AI: Google's AI overviews and search innovations are reducing referral traffic to publishers, with its network division down $100M this quarter—an early signal of monetization shifts. Newsweek's Monetization Overhaul: Facing declining search-driven traffic, Newsweek aims to lower its ad revenue dependency by investing in healthcare adtech, subscriptions, and syndication deals to charge AI bots for crawling content. Paramount–Skydance Merger Approved: The FCC approved the controversial Paramount-Skydance deal, just days after a $16M Trump settlement and CBS' cancellation of The Late Show with Stephen Colbert. South Park Weighs In: South Park's season premiere mocked the Paramount merger and its political ties—airing hours after a $1.5B content deal was finalized between the show's creators and Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, host Mark Longo along with his co-hosts Andrew "The Rock Lobster" Giovinazzi (The Option Pit) and "Uncle" Mike Tosaw (St. Charles Wealth Management) dive into the latest trends and activity in the options market. The hosts analyze feedback from their audience on recent trades and trends, including an in-depth look at options activity for names like MicroStrategy, Alphabet, Amazon, and more. They also examine recent earnings reports and make future predictions. The Odd Block segment features a deep dive into unusual options activity, focusing on specific trades like the Aug six puts in Itau Unibanco Holding SA. In the Strategy Block, Uncle Mike provides essential tips on safeguarding financial information against potential breaches. The episode concludes with a preview of key events and market movements to watch for the rest of the week.   01:56 Kicking Off the Week with Options Talk 02:15 Hot Options Report and Pro Trading 03:47 80s Trivia Challenge 06:59 Market Analysis and Trading Block 08:35 Remembering Hulk Hogan 11:22 Big Tech Earnings and Market Trends 16:48 Volume and Trading Activity 27:51 Tesla's Earnings and Market Reaction 29:44 Upcoming Earnings Reports 31:00 Boeing and SoFi Earnings Preview 32:03 EA and Other Tech Earnings 34:57 Options Activity Analysis 44:38 Security Measures for Financial Accounts 48:51 Around the Block: Market Watch  

This episode of The Hot Options Report provides a comprehensive analysis of the most active options in the market. Key highlights include insights into VIX options with 25,000 of the August 18 puts traded, SPY options with 728,000 of the 638 calls, and QQQ options with 372,000 of the 568 calls. Discussions also cover notable options activity in individual stocks such as Amazon, Alphabet, Open, SoFi, Intel, Palantir, SMCI, AMD, Nvidia, and Tesla. The episode emphasizes the significance of options volume, the role of external events such as earnings, and market trends impacting these trades.   01:04 Welcome to the Hot Options Report 02:29 Exploring VIX Options Activity 03:48 SPY Options Insights 05:21 Small Caps and NASDAQ Highlights 07:14 Top 10 Options Movers 14:56 Conclusion and Stay Tuned --------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Earnings season will soon heat up with reports from tech giants Meta Platforms (META) and Microsoft (MSFT) reporting Wednesday, followed by Apple (AAPL) and Amazon (AMZN) on Thursday. Sheraz Mian previews the group's 2Q earnings and weighs in on whether Alphabet's (GOOGL) strong report and A.I.-driven capex growth could be a positive sign for the group. He notes why Apple's cautious approach to A.I. investments might be a concern.======== 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

Dave and Brandon cover this week's earnings reports from Google, GE Vernova, and Newmont Corporation. Dave gives an update on trade talks

In today's Cloud Wars Minute, I break down Google Cloud's explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals.Highlights00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition. It's made huge strides there. These are AI-hungry customers who realize they've got potentially a great partner in Google Cloud.01:05 — Q2 revenue for Google Cloud was up 32% to $13.6 billion. The backlog for Google Cloud was up 38% to $106 billion. This is a number that Google Cloud has not released publicly before. It was buried deep in their numbers. But it brought it up on the earnings call. One quarter ago, it was about $90 billion. It's now at $106 billion. Billion-dollar deals surged.02:39 — It added 28% more in Q2 than it did in Q1 — huge. Again, a sense of momentum. It's bringing in new revenue, new customers, new prospects. Also, Google Cloud's parent company, Alphabet, is boosting CapEx by $10 billion for this year — up from the original $75 billion plan.03:38 — I'll be looking to see, on July 30, when Microsoft releases its numbers: did they see the same kind of growth acceleration that Google Cloud did? In Q1, Google Cloud's revenue grew 28%. This quarter, it improved to 32%. While Microsoft's cloud business is much bigger than Google Cloud, it's understandable that Google Cloud would have a higher growth rate.04:35 — Google Cloud is doing a lot of things right — from its AI-native technology and cloud infrastructure business, to what it's doing in data analytics, and the way it's forged partnerships with everybody: Oracle, SAP, ServiceNow, Salesforce, Workday. It's really opened it up.05:00 — It's making it easier for customers to put together the complex types of solutions needed as we move into this very different future. Hats off to Google Cloud and Thomas Kurian for a great quarter. Visit Cloud Wars for more.

This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue on YouTube, up 13% YoY and Alphabet's plan to increase capex investment in 2025 to approximately $85 billion, in addition to the cord-cutting numbers from Charter and Verizon. We cover the latest rumors of the NFL's interest in acquiring an equity stake in ESPN, HBO Max's expansion to more than 90 markets, and Paramount and Skydance's merger receiving FCC approval. We detail viewership figures from Netflix's latest boxing event, along with TV and streaming viewership numbers across baseball, golf, tennis, car racing, hockey and DAZN's video workflow for its successful stream coverage of the FIFA Club World Cup. Finally, we discuss why companies conduct layoffs even amid record profits, the impact of AI investments, and why, despite many talking about strategy, a company's culture eats the best strategy all day.Podcast produced by Security Halt Media

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über den Taser-Boom bei Axon Enterprise, goldene Zeiten für Newmont und den Puma-Absturz. Außerdem geht es um Volkswagen, Mercedes-Benz, Redcare Pharmacy, Vonovia, TAG Immobilien, Patrizia, Bitcoin, Porsche AG, Meta, Microsoft, Apple, Amazon, Alphabet, Salzgitter, Nintendo, Bandai Namco, Mattel, Hasbro, Sanrio. Den Podcast „Cashing Feelings“ von unseren Kolleginnen Christine van den Berg und Derman Deniz findet ihr hier: https://podcasts.apple.com/us/podcast/cashing-feelings-ki-chatbots-und-das-gesch%C3%A4ft-mit-gef%C3%BChlen/id1821547105 oder hier: https://open.spotify.com/show/4oXwK4KB07rVpHvafYjcVc. 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

In this episode, host Mark Longo along with his co-hosts Andrew "The Rock Lobster" Giovinazzi (The Option Pit) and "Uncle" Mike Tosaw (St. Charles Wealth Management) dive into the latest trends and activity in the options market. The hosts analyze feedback from their audience on recent trades and trends, including an in-depth look at options activity for names like MicroStrategy, Alphabet, Amazon, and more. They also examine recent earnings reports and make future predictions. The Odd Block segment features a deep dive into unusual options activity, focusing on specific trades like the Aug six puts in Itau Unibanco Holding SA. In the Strategy Block, Uncle Mike provides essential tips on safeguarding financial information against potential breaches. The episode concludes with a preview of key events and market movements to watch for the rest of the week.   01:56 Kicking Off the Week with Options Talk 02:15 Hot Options Report and Pro Trading 03:47 80s Trivia Challenge 06:59 Market Analysis and Trading Block 08:35 Remembering Hulk Hogan 11:22 Big Tech Earnings and Market Trends 16:48 Volume and Trading Activity 27:51 Tesla's Earnings and Market Reaction 29:44 Upcoming Earnings Reports 31:00 Boeing and SoFi Earnings Preview 32:03 EA and Other Tech Earnings 34:57 Options Activity Analysis 44:38 Security Measures for Financial Accounts 48:51 Around the Block: Market Watch  

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Wir haben einen Deal mit EU und USA. Die Berichtssaison treibt den S&P 500 auf neues Rekordhoch. Charter und Intel sind davon maximal weit entfernt. VW leidet auch, aber weniger als erwartet. Alphabet, Union Pacific und LVMH haben Deals oder wollen Deals. Ein Corona-Profiteur wird zum KI-Profiteur. Das ist zumindest das Ziel von Clorox (WKN: 856678). Kaum jemand kennt Trump so lange wie LVMH (WKN: 853292). Kann die Firma davon profitieren oder ist die Krise dauerhaft? Diesen Podcast vom 28.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

En este nuevo capítulo de MiTrading, Giancarlo Prisco analiza la situación de los mercados financieros a cierre de julio de 2025. Un mes marcado por la resiliencia del mercado frente a la incertidumbre macroeconómica, los riesgos geopolíticos y la tensión en materias primas.

¿Google es la gran oportunidad del momento? Alphabet ha presentado resultados trimestrales y los analistas están hablando. En este video, Edgar analiza si estamos ante una de las mejores oportunidades dentro de las 7 Magníficas. ✅ Te explicamos si los resultados justifican su valoración actual y si puede haber recorrido alcista. ══════════════ Noticia importante: Si estás dentro del newsletter de Locos de Wall Street, ya sabes que mañana empieza algo grande dentro de Financial Research. Vamos a lanzar una oferta exclusiva para los suscriptores. No va a estar en redes, no se va a publicar en abierto y — lo más importante — no se va a repetir. Estamos en un momento muy clave del año. Muchos pueden perder lo ganado en cuestión de semanas, y de lo que vamos a hablar en el newsletter esta semana es de exactamente cómo vamos a jugar eso. Vamos a desvelar las claves de nuestra filosofía de inversión, las mismas que nos ha hecho batir índices desde 2022 sin despeinarnos… Y también hablaremos un sector olvidado, con una asimetría brutal, que creemos que puede marcar el resto del año. Mañana empieza todo. El primer mail donde revelaremos la oferta será el lunes pronto por la mañana. Si estás dentro del newsletter, lo verás en tu bandeja. Y si aún no estás dentro del newsletter, puedes darte de alta aquí descargando esta guía gratuita sobre opciones: https://locosdewallstreet.com/form-descarga-ebook-curso-gratuito-opciones/ Importante: marca las dos casillas del formulario: ✅ Aceptar términos y condiciones ✅ Aceptar recibir información de cursos y productos Si no las marcas, el mail de mañana no te llega. ══════════════ Taller Opciones Lunes 28/06/2025 https://t.co/GSCQQs7Pp8 Webinar Oil con Jorge Arjona: https://streamyard.com/watch/TXvrD7qiKDzd ══════════════ NUEVOS CURSOS ABIERTOS: NUEVA EDICIÓN Programa de Análisis, Valoración y Modelización de Empresas: https://locosdewallstreet.com/producto/programa-de-especializacion-en-analisis-financiero-valoracion-y-modelizacion-empresas-7-edicion/ Invertir con Cabeza: https://locosdewallstreet.com/producto/curso-invertir-con-cabeza-y-ganar-dinero-a-largo-plazo-6/ y llévate gratis DESTINO OMAHA INTENSIVO DE VERANO: Curso de Inversión en Shipping- https://locosdewallstreet.com/producto/intensivo-verano-curso-de-inversion-en-shipping/ ️ Excel para inversores: https://locosdewallstreet.com/producto/curso-de-excel-para-inversores/ ══════════════ Í : Síguenos en Twitter: https://x.com/LocosWallStreet https://x.com/lwsresearch https://x.com/EFernandezVidal https://x.com/ahidalgoa https://x.com/aleix_amoros / locosdewallstreet / los-locos-de-wall-street SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. Analizar muy detenidamente y con precisión cualquier inversión. En caso de duda consultes con un asesor financiero certificado por CNMV Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #Google #Alphabet #InvertirEnTecnología #AnálisisBursátil #7Magníficas #Acciones2025 #LocosDeWallStreet #ValueInvesting #ResultadosEmpresariales

Daniel Mahncke and Shawn O'Malley dive into PayPal's post-pandemic reset, tracing the fintech pioneer's slide from market darling to value-story candidate. Once lifted by lockdown spending and eBay tailwinds, PayPal has seen its growth stall, its take-rate decline, and investors seem to have given up on it. In this episode, Shawn and Daniel unpack whether new CEO Alex Chriss's “profitable growth” playbook, Fastlane one-click checkout, a margin-focused Braintree overhaul, and fresh bets on Ads and the PYUSD stablecoin, can restore momentum. They also debate how realistic PayPal's ambitious goals for the future are, what a sustained 6% share shrink via buybacks does for long-term EPS, how the new management team is incentivized, and whether PayPal's consumer moat still matters in an Apple-Pay world. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - How PayPal became the No.1 payment provider and what the PayPal Mafia is. 09:47 - Why investors fell out of love with PayPal's stock. 14:03 - What the next chapter under the new CEO will look like. 26:42 - Which new businesses could make PayPal dramatically more profitable? 33:31 - How the new strategy shows up in the numbers. 50:06 - Why the management incentive structure is a big benefit for shareholders. 51:36 - Whether stablecoins are bearish or bullish for PayPal. 01:01:11 - Whether PayPal is attractively valued at its current levels. 01:10:05 - Whether Shawn & Daniel add PYPL 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. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠ Emerging Value Substack ⁠Article⁠. Crossroad's ⁠Interview⁠ with Alex Chriss. PayPal 2025 ⁠Investor Day⁠. The Reservist ⁠Article⁠ on the Payment Industry. Jimmy Soni's Book on The ⁠PayPal Mafia⁠. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Uber,⁠⁠⁠⁠Nike,⁠⁠ ⁠⁠Reddit,⁠⁠ ⁠⁠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: ⁠⁠Harvest Right⁠⁠ 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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In this week's episode of WSJ's Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl's, and how the factors driving this are different from 2021. Then they get into President Trump's latest trade deal with Japan and how it's showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve's meeting this week to discuss interest rates, and the release of the latest jobs report.  Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI.  This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or thevideo page of WSJ.com. Further Reading:  Kohl's and Opendoor Headline a New Class of Meme Stocks  With Hectic Trading in Krispy Kreme and OpenDoor, Stocks Head for a Meme Reversion  Trump's New Trade Standard Takes Shape With 15% Tariff Deal How Nvidia Became the World's First $4 Trillion Company  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog.  Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

What's half the price of Nvidia and makes twice the revenues? Find out on this week's PlayingFTSE Show!Neither Steve has done as well as they were hoping this week. Steve W's disappointed to find himself between the indexes and Steve D's had some big fallers. Reports of Google losing market share don't seem to be hitting Alphabet's revenues… yet. There's strong growth across the board, especially in the Cloud division.There's also news of YouTube continuing to grab market share in US screen time. But what should investors think about the ongoing issues around monopolistic practices?Steve D has a new stock – Manhattan Associates. It's not an office REIT, it's a tech company with some legitimate software credentials and a focus on supply chains. In terms of market position, it has a closer focus than some of its competitors. And as it shifts over to subscriptions, could now be a good time to consider buying?Shares in Judges Scientific fell 15% in a day after the firm's H1 results. Sales and profits were up as a result of a coring expedition, but the firm cut its guidance for the full year.The company's long-term strengths are still intact despite a recovery taking longer than expected. As a result, Steve W has a growing list of stocks to buy in August…It's time for another check-in with Vakuumventile AG (VAT Group). Its results are interesting, with some strong sales despite slow order growth. There are signs of a recovery coming from China, though, which could be good for a number of businesses. But what has Steve D noticed in the latest report?Only on this week's PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show...► Timestamps:0:00 INTRO & OUR WEEKS9:06 ALPHABET EARNINGS25:39 MANHATTAN ASSOCIATES41:04 JUDGES SCIENTIFIC52:13 VAT GROUP► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla and Alphabet's Q2 2025 earnings calls, Tesla's growing robotaxi ambitions and the launch of Zoox's limited fixed-route service in Las Vegas.Tesla's Robotaxi expansion ambitions are growing, and on their Q2 2025 earnings call, Elon Musk disclosed that Tesla is looking to expand robotaxi service to Nevada, Florida, Arizona and the Bay Area as soon as this weekend. Two key factors behind Tesla's ability to scale quickly are its expansive Supercharger network and its streamlined sensor suite, which is much simpler than those used by Waymo.In Las Vegas, Zoox which requires a robust sensor-suite opened service to members of the public through what the company calls an “Explorers Program”. The operation is highly restricted running only between Resorts World and Luxor, with every ride requiring concierge assistance, giving it the feel of a Disneyland ride rather than an robotaxi service.While robotaxis are scaling, the autonomous trucking industry continues to work through its business model. Multiple models are emerging, with some companies focused on licensing their technology and others building vertically integrated operations.This week, Walt joined the PACCAR earnings call to ask a question about their partnership with Aurora.Episode Chapters0:00 Tesla Q2 2025 Earnings / Robotaxi4:26 FSD Take Rate6:53 Safety9:38 Robotaxi Expansion to Las Vegas?11:15 Zoox Las Vegas Service17:55 Who Launches Commercial Service First in Vegas? Zoox or Tesla?18:46 Amazon's Commitment to Zoox21:24 Scaling Robotaxi26:31 Robotaxi Bay Area Launch28:21 VW's Continued Autonomous Driving Struggles 32:36 Alphabet's Commitment to Waymo34:14 Bot Auto Steves & Sons Partnership 37:24 Autonomous Trucking40:02 PACCAR Q2 2205 Earnings Call45:19 Next WeekRecorded on Friday, July 25, 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/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Merz' „Made for Germany“-Runde soll hunderte Milliarden Investitionen mobilisieren, während Musk mit xAI schon die nächste Milliardenfinanzierung und ein noch größeres GPU-Cluster ankündigt. Anthropic ringt um Golf-Kapital, OpenAI baut mit Oracle eine neue Serverfarm und warnt zugleich vor KI-gestütztem Stimmenbetrug. Gerüchten zufolge steht GPT-5 kurz vor dem Launch. Alphabet meldet starkes Wachstum in Cloud und Werbung, Google testet immer aggressivere KI-Overviews, eine Studie zeigt deren Einfluss auf Klicks. SAP, ServiceNow und Tesla legen Zahlen vor – mit sehr unterschiedlichen Reaktionen. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Merz' „Made for Germany“-Investitionsgipfel (00:10:50) xAI (00:20:00) Anthropic sucht Geld aus den Golfstaaten (00:23:50) OpenAI & Oracle: 2 Mio. GPUs (00:31:30) Alphabet Earnings (00:57:30) ServiceNow Earnings (00:58:00) Tesla Earnings Shownotes Auch viele Tech-CEOs sagen Milliarden-Investitionen zu – golem.de Made for Germany: Gipfel mit Friedrich Merz - Entstehung – sueddeutsche.de Musk-Verbündete wollen bis zu 12 Milliarden Dollar für xAI-Chips aufbringen – wsj.com Elon Musk: Ziel von @xAI  – x.com Geleaktes Memo: Anthropic-CEO strebt Investitionen aus Golfstaaten an – wired.com Oracle liefert OpenAI 2 Millionen KI-Chips für Rechenzentren – bloomberg.com OpenAI plant Start von GPT-5 im August – theverge.com Alphabet profitiert von KI und Cloud-Nachfrage – bloomberg.com Barry Schwartz über X: Weniger Klicks auf Links bei AI Overviews – x.com Googles neues Web-Guide-Suchexperiment nutzt KI – techcrunch.com Byrne Hobart auf X – x.com Robo-Taxis to Cover About 'Half the U.S. Population' by End of 2025: Musk – barrons.com wann Tesla den Besitzern erlauben wird, ihre Autos im Robotaxi-Dienst einzusetzen – x.com David Sacks über X: "Bundesregierung kauft kein WokeAI." – x.com The Platform Group: Das riskante Spiel manager-magazin.de Spahn – instagram.com Starlink-Satelliteninternet weltweit ausgefallen – theverge.com Trump fordert Zwangseinweisung Obdachloser – washingtonpost.com US-finanzierte Verhütungsmittel werden in Frankreich verbrannt – reuters.com

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Meme stock mania returns - Alphabet's $85 billion AI bet - Fantasy stock draft - 60-second earnings takes - Radar stocks Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de las acciones de MEME, de la decision del Banco Central Europeo, de Jerome Powell y del dia de la liberacion 2. Nos da los reportes de ingresos de Lockheed Martin, DR Horton, Enphase Energy, Chipotle, Tesla, IBM y Alphabet. Después da una actulizacion del mercado de Inteligencian Artificial antes de la actualizacion de crypto donde habla de Strategy y de una nueva Ofetra Inicial. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

US equity futures are slightly higher. Asian markets finished mostly lower and European markets opened lower. The market focus remained on corporate earnings and trade policy. GOOGL's results supported AI-driven optimism, while TSLA's weaker outlook weighed on sentiment. Reports suggested the US and EU are close to finalizing a trade deal involving new tariffs. Meanwhile, Treasury Secretary Bessent's upcoming meeting with China's Vice Premier has drawn attention. Sentiment was also shaped by mixed US economic data, with better-than-expected jobless claims but weaker new home sales and ongoing inflation pressure tied to tariffs. Other notable event today: Trump is scheduled to visit the Fed headquarters at 4pm Eastern.Companies Mentioned: Samsung Electronics, OpenAI, Perplexity AI, Alphabet, Paramount Global, Southwest Airlines, Boeing

In this episode, the discussion focuses on the week's dominant options activities up to Friday, July 25th. The episode highlights notable low activity in VIX options due to seasonal quiet periods, other notable stock activities including SPY, IWM, Nasdaq, and several individual stocks like Robinhood, Alphabet, Apple, AMD, and Nvidia. Furthermore, there's an emphasis on Tesla's return to high trading volumes with over 5.5 million contracts.   01:04 Welcome to the Hot Options Report 01:44 Exploring Today's Options Market 02:41 Volatility and VIX Options Analysis 03:59 SPY and SPX Options Activity 05:30 Small Caps and NASDAQ Insights 06:50 Single Name Equity Options Highlights 08:04 Top Options Movers of the Day 14:24 Conclusion and Listener Engagement   -----------------------------------------------------   All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

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:(01:24) Meme Stocks and American Eagle(03:02) Alphabet's Earnings Report(23:24) Philip Morris: Market Trends and Performance(29:00) OpenDoor: A Meme Stock Analysis(36:59) Tesla: Market Reactions and Insights(47:13) Chipotle's Declining Performance and Market Position(53:30) Home Builders: Current Trends and Future Predictions*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Like a supermarket, major airports are laid out and configured to try to get you to spend money while you are there. Listen and discover how they do it and when you are most likely to open your wallet at an airport. https://www.neatorama.com/2015/06/11/12-Behind-the-Scenes-Secrets-of-Airports/ How many times have you used "therapy-speak" to descibe someone - words like toxic or narcissist or psychopath? It's a handy and very descriptive way to talk about someone – but there are potential problems with doing it. Those words are often used by psychologists to describe serious conditions that most of us are not equipped to diagnose. And there are other bigger concerns which you will hear about from my guest, Isabelle Morley. She is a clinical psychologist, couples therapist and a contributing author to Psychology Today. She is also author of the book called They're Not Gaslighting You: Ditch the Therapy Speak and Stop Hunting for Red Flags in Every Relationship (https://amzn.to/40xjTUr) Fun and work are a bit like oil and water – at least in many workplaces. But maybe if work was more fun, people would do better work, stay at their jobs longer and improve the quality of their lives. So says my guest, Bree Groff. She is a leading expert in company culture and a senior advisor at the global consultancy SYPartners. Her clients have included leaders at Target, Pfizer, Microsoft, Calvin Klein, NBCUniversal, and Alphabet. Bree is author of the book Today Was Fun: A Book About Work (Seriously) (https://amzn.to/4kwSklg) Listen as she explores ways to incorporate more fun at work and why it is such a great idea. UPS drivers drive a lot. And you just might find that some of the strategies and hacks they use to navigate around town could be useful to you. Listen as I reveal some driving tips from UPS. https://www.mentalfloss.com/article/60556/18-secrets-ups-drivers PLEASE SUPPORT OUR SPONSORS!!! SHOPIFY: Shopify is the commerce platform for millions of businesses around the world! To start selling today, sign up for your $1 per month trial at⁠⁠⁠ https://Shopify.com/sysk⁠⁠⁠ INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! QUINCE: Stick to the staples that last, with elevated essentials from Quince! Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! HERS: Hers is transforming women's healthcare by providing access to affordable weight loss treatment plans, delivered straight to your door, if prescribed. Start your initial free online visit today at ⁠⁠⁠https://forhers.com/something⁠⁠⁠ DELL: Upgrade your learning experience during Dell Technologies' Back to School event with AI PCs starting at $749.99! Discover a smarter way to learn at ⁠⁠⁠https://Dell.com/deals⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alphabet and ServiceNow - IBM's surprisingly strong AI business - Figma's upcoming IPO Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW Host: Matt Frankel Guests: Tom Gardner, Jon Quast, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Another busy day of earnings drove the top of the show, where Carl Quintanilla, David Faber, and Jim Cramer broke down the results out of Tesla and Alphabet. The two stocks moved in different directions after Alphabet posted a big beat, while Tesla missed on the top and bottom lines. The anchors also mentioned UnitedHealth after the company revealed it is facing a DOJ investigation over its Medicare billing practices, which sent shares of the Dow component lower. Also in the mix; Commerce Secretary Howard Lutnick joined the program to discuss the country's latest trade talks with the EU. Squawk on the Street Disclaimer

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning's biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says the company could save as much as $4.5B through AI automation… And later on: former Assistant Attorney General Jonathan Kanter's take on news UnitedHealth is now the subject of a Department of Justice investigation.Squawk on the Street Disclaimer

Scott Wapner and the Investment Committee debate what the AI arms race means for the rally as Alphabet increases its spending plans. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights another name on his “Best Stocks in the Market.”

Today, a roundup of the key earnings reported after the close yesterday - especially Tesla, which dumped more than 5% on dire results as well as on CEO Elon Musk's guidance for the next few quarters. This inspired a little deep dive into the autonomous driving space, as we discuss Alphabet's Waymo and a surprising possible competitor in the coming years that isn't Tesla. Also, we look at Alphabet's positive report, the latest in FX and a look ahead at today's key earnings reports and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.

Nasdaq and S and P 500 hit fresh records, Given the size and influence of big tech and artificial intelligence the Alphabet results were a nice little tailwind, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

MRKT Matrix - Thursday, July 24th Nasdaq, S&P 500 hit fresh records after strong Alphabet earnings (CNBC) Trump Says Countries Will Face Tariffs Ranging From 15% to 50% (Bloomberg) Tensions simmer as Xi courts EU while Brussels demands trade rebalance (CNBC) Tesla Braces for ‘Rough' Quarters as US Ends EV Incentives (Bloomberg) Is AI Killing Google Search? It Might Be Doing the Opposite (WSJ) Sydney Sweeney sparks latest meme stock rally as American Eagle soars 18% (CNBC) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Big Tech earnings are rolling in and Alphabet just dropped a strong quarter, with search and cloud firing on all cylinders. Anthony and Piers unpack why fears of AI eating into Google's ad machine are overblown (for now), and what a mind-bending $85 billion AI spend tells us about the battle for dominance.Meanwhile, Tesla's numbers paint a rougher picture. Revenue down, profits off a cliff, and EV incentives scrapped. But Musk's betting big on robotaxis and he's not alone. The guys break down the race between Tesla, Waymo, and Amazon's Zoox for the future of driverless mobility.Also in this episode: Trump's new Japan trade pact sends Japanese automakers soaring, a look at how the carry trade could backfire on the US, and why meme stocks like Krispy Kreme are suddenly back in the spotlight.(00:00) Intro(03:07) Alphabet Earnings(07:08) Google Cloud & AI(09:26) $85B AI Spend(14:29) Mag 7 Check-In(16:53) Tesla Misses(21:24) Musk's Big Bets(23:20) RoboTaxi Showdown(28:39) Can Tesla Win?(32:38) Trump's Japan Deal(36:54) Carry Trade Risk(40:43) Meme Stocks Return(46:23) WallStreetBets Redux

In this episode of The Option Block, host Mark Longo and his co-hosts Henry Schwartz (Cboe Global Markets) and Mike Tosaw (St. Charles Wealth Management) discuss the latest trends in the options market, including a surprising dip in VIX to a 14 handle and a spike in Mara. The team also delves into unusual activity in the stocks like Bloom Energy (BE) and Opendoor Technologies (OPEN), which has experienced significant volatility. Subsequent discussions include how various economic indicators and sectors like technology and industrials are performing. The episode also features tributes to the recently deceased Hulk Hogan, marking the iconic wrestler's impact on pop culture.   01:18 Meet the Hosts and Co-Hosts 03:15 Show Kickoff and Recent Additions 05:11 Special Segment: Remembering Hulk Hogan 10:25 Market Analysis and Trading Block 28:19 The Saga of OPEN Stock 29:32 Alphabet and Nvidia Updates 29:57 Tesla's Earnings and EV Market 30:42 Earnings Highlights: American Airlines, Nokia, and More 33:50 Unusual Options Activity: The Odd Block 39:15 Bloom Energy's Resurgence 43:17 Airlines in Focus: American Airlines 47:28 Wendy's and Market Trends 49:11 Audience Polls and Market Insights 54:38 Concluding Remarks and Upcoming Shows  

Walmart to hire a former Instacart executive to lead its AI ambitions. Google's parent company Alphabet and Tesla release earnings. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet and Tesla kick off earnings season for the Mag-7, and Deepwater's Gene Munster is weighing in on the tech results. Plus, Stocks jumping on the latest tariff news, including Trump's trade deal with Japan. And even more earnings action with Chipotle, IBM and Las Vegas Sands all reporting.  Fast Money Disclaimer 

U.S. stocks climb as European Union negotiates trade deal. Plus: AT&T gains more wireless and internet subscribers than expected. Hilton Worldwide posts better-than-projected results. Earnings forecast for Texas Instruments disappoints analysts. And Google parent Alphabet's stock takes a hit after earnings report. Charlotte Gartenberg hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the most important days of earnings season with reports this afternoon from Alphabet, Tesla, IBM, Chipotle, and more: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with one Alphabet shareholder who says the company's “intrinsic value” has fallen due to the rise of ChatGPT – and broke down his bull case for financial stocks like Capital One… Plus: the CEO of regional bank Keycorp brought his read on the consumer, as he says tariffs are less of a drag than feared, and could even boost the market in the 2nd half. Also in focus: the growing demand for energy, after prices from the biggest U.S. power auction jumped above the record high levels seen just last year. The CEOs of OKLO and Liberty Energy joined the team fresh off a new partnership for a deep-dive spanning demand tied to AI, the future of regulation, and more… and at the end of the interview, President Trump just releasing his administration's AI action plan: the team broke down key details. Squawk on the Street Disclaimer

Breeds of the Alphabet continues with Manjeev Chaudhary of India telling us all about the Marwari Horse. In the final part of our saddle series we have Miriam Boutros-Dale, Managing Director of Schleese Saddlery, discussing how poor saddle fit can masquerade as something else entirely. Plus, some mighty weird news. Listen in…No Post Show.HORSES IN THE MORNING Episode 3738 – Show Notes and Links:Hosts: Jamie Jennings of Flyover Farm and Glenn the Geek Guest: Miriam Boutros-Dale | Managing Director of Schleese SaddleryGuest: Manjeev Chaudhary of India on the Marwari Horse breedAdditional support for this podcast provided by: Daily Dose Equine, Spalding Fly Predators, use code HRN for an additional discount. Equine Network and Listeners Like YouTIME STAMPS:05:00 - Daily Whinnies06:00 - Jamie's New Direction11:30 - Manjeev Chaudhary27:12 - Miriam Boutros-Dale45:00 - Weird News

Today, a look at the US-Japan trade deal and the market reaction, especially forceful in Japan. Elsewhere, we rundown the first really impactful earnings reports for this quarter as Google-parent Alphabet, Tesla and IBM are set to report earnings after the close today. IBM has a "new" angle that could see considerable focus. Also, a look at FX, incoming event risks and much more. Hosting the pod is Saxo Global Head of Macro Strategy John J. Hardy.   Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.