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“The current state of the art AI technology is prone to some errors… you have to learn to use these tools for what they are good at, and not blindly trust everything they say.”Faisal Islam speaks to Sundar Pichai, chief executive of Google and its holding company Alphabet, about artificial intelligence and its impact on how we live and work. He tells me that we are at an extraordinary moment in technology, with the potential for enormous benefits but also risks. AI should not be blindly trusted, he says, as it is still prone to errors. And it will disrupt society through its impact on jobs, but also on the climate, thanks to its “immense” energy needs. Trillions are being invested in artificial intelligence, raising fears it could create a bubble reminiscent of the dotcom boom in the 1990s. If it were to burst, Sundar Pichai warns no company, not even his, would be immune. Thank you to Faisal Islam and Priya Patel for their help in making this programme. The Interview brings you conversations with people shaping our world, from all over the world. The best interviews from the BBC. You can listen on the BBC World Service on Mondays, Wednesdays and Fridays at 0800 GMT. Or you can listen to The Interview as a podcast, out three times a week on BBC Sounds or wherever you get your podcasts.Presenter: Faisal Islam Producers: Lucy Sheppard and Priya Patel Editor: Justine Lang(Image: Sundar Pichai. Credit: CAMILLE COHEN/AFP via Getty Images)

Stocks surge after the odds of a December rate cut climb. Bitcoin on pace for its worst week in three years. Plus, Alphabet's AI momentum is worrying some of its rivals. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted 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 GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

HOST: Mark Longo, The Options Insider In this episode, we cover an intense week in the options market, examining trading volumes and key market movements for Friday, November 21st. Mark provides insights into various hot options, including VIX, SPY, IWM, QQQ, Amazon, Apple, Palantir, Alphabet, AMD, Tesla, and Nvidia, detailing significant trades and market reactions. The episode emphasizes how the markets settled mostly in the green, VIX's notable activity, and hefty contract volumes in multiple single-name equities.  Explore additional options data and reports from QuikOptions at: http://TheHotOptionsReport.com.

Grok and AIGolfClick StickFull Swing Golf MonitorFairway ~60%, 8ft putt 50%, green in Regulation: 175-200yds = 50%. 150-175yds = 63%TrumpBig Dinner with Trump and moguls. Ronaldo. Elon. Crown Prince Mohammed bin Salman of Saudi ArabiaTrump with Mamdani“Shared purpose of serving New Yorkers and how to help with affordability”Fascist? INSPIRINGPolitical AbsurdityMy Post on X. Politicians and Investing"They've got the WORST policies. But I don't talk about them. Because if I talk about it, they might change." Larry Summers - Secretary of Treasury. Summers resigned his seat on the OpenAI board. Then Harvard announced it would take a fresh look at his and other faculty members' ties to Epstein.The immediate cause of Summers's undoing was the release of a passel of messages in which he asked advice from his friend Epstein on “getting horizontal” with a woman he was pursuing.“She's already beginning to sound needy :) nice,” Epstein notedMarketsBought: Tesla Down 20% Meta Down 26% VOO Down ~5%Bitcoin$125,000 in October$87,000 todayDown $38k or 30%My Financial AcronymsFATMAANN. Up 160% (85% without Nvidia), compared to S&P 57%Facebook, Amazon, Tesla, Microsoft, Alphabet, Apple, Netflix, NvidiaTAMPANBorn: Nov 6, 2025Tesla, Amazon, Meta, Palantir, Apple, NvidiaNVIDIANVIDIA Earnings Q3 2025Record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago.AI Build, Tesla, NvidiaUS Saudi Investment Forum. Full interview here. Elon and Jensen Huang. Play at 7.37Work will be optional. Elon Musk says if current AI and robotics trends continue "money will stop being relevant in the future." Then to Jensen. HahahaPlay at 14.50.  Elon and Jenson announcing 500 mw or gw? Gazillion $'s. HaHaHa Play at 18.35. AI in Space. Netflix Per WSJ Bids for Warner Brothers.  At the same time, Warner Discovery continues to move forward with plans to separate its assets into two companies: one to house its studios and streaming business, and the other comprising its cable networksStock Split. 10:1RecommendationsGet a hobbyRestrung my guitarWriting a rhythm, lead and lyrics to a song

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.

Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el momento del mercado. En la sesión del jueves vimos fuertes caídas en los índices, arrastrados por el comportamiento de las tecnológicas y sobre todo de Nvidia. Llegó a subir casi un 6% en las operaciones posteriores al cierre, cayó más de un 3% al final de la sesión. Al mercado le preocupa sus cuentas por cobrar y los acuerdos que hay entre las grandes corporaciones, ya que para algunos tienen un carácter especulativo. “La caída del mercado no es por culpa de Nvidia”, asegura el invitado. Además, destaca que sus cuentas lo que implica es “cuánta demanda hay de la demanda de la inteligencia artificial y que convicción tienen sus clientes”. El miedo a la burbuja sigue latente. A pesar de ello, el analista destaca que “hay burbuja o ciertas valoraciones exageradas en muchos valores”. Uno de estos valores es Oracle, ya que su deuda neta se sitúa en 2,5 veces su ebitda. Después de dos meses de su acuerdo con Open AI, ha perdido en Bolsa más de 315.000 millones de dólares. A pesar de esto, el experto piensa que es más importante “seleccionar qué valores o sectores queremos estar y lo hemos visto”. Pone el ejemplo de Warren Buffet, que ha adquirido una participación de 4.900 millones de dólares en Alphabet el trimestre pasado. En el mercado también pesa el informe de empleo de septiembre, que sorprendió de forma positiva con la creación de 119.000 nuevos puestos de trabajo. Esto complica la decisión de tipos de la Reserva Federal, ya que da la razón a los miembros que quieren apostar por no bajar los tipos en la próxima reunión de diciembre. “Cada vez va a haber más disensión dentro de la Fed para poder bajar esos tipos como quiere Trump”, asegura el country manager en Iberia de Leverage Shares.

Der amerikanische Chip-Konzern Nvidia meldet einen Milliardengewinn nach dem anderen. Hatten auch professionelle Anleger zunehmen gedacht, das Unternehmen werde nicht wie bislang weiter wachsen und Geld verdienen, belehrte sie Nvidia-Konzernchef Jensen Huang abermals eines besseren vor wenigen Tagen: Die Zahlen stimmen, der Umsatz wächst schneller als gedacht, der Gewinn ebenfalls, die Marge ist beeindruckend hoch. Waren und sind die Warnungen vor einer KI-Blase doch übertrieben? Klar ist: Die Nervosität der Anleger ist hoch. Die Euphorie nach den neuen Geschäftsergebnissen dauerte nicht lange an. Und dann wachsen die Zweifel, ob die vielen Deals zwischen den Tech-Unternehmen wirklich so wertsteigernd sind, wie sie daherkommen. Etwa wenn es um das KI-Unternehmen OpenAI geht, das viel Geld von Nvidia bekommt und dafür eben Nvidia-Chips in nicht unbeträchtlichem Umfang erwirbt. Huang hob wiederum das Geschäft mit Nvidias jüngster Chipgeneration Blackwell hervor und sagte, dessen Umsätze gingen „durch die Decke“. Schwierig bleibt indessen der chinesische Markt, wo Nvidia sich Exportbeschränkungen gegenübersieht. Schon unter dem früheren US-Präsidenten Joe Biden wurden Restriktionen beschlossen, die dem Unternehmen den Verkauf seiner fortschrittlichsten Chips in China untersagten. Darauf reagierte Nvidia mit der Entwicklung der weniger leistungsstarken Chipreihe H20 speziell für China. Im April dieses Jahres hat der jetzige Präsident Donald Trump auch für diese Chips Exportbeschränkungen verhängt. Im Sommer hat er sie wieder aufgehoben, dabei allerdings ausgehandelt, dass Nvidia künftig 15 Prozent seiner Umsätze in China an die US-Regierung abführen muss. In der Zwischenzeit kam auch aus China selbst Gegenwind, und die dortige Regierung hat Unternehmen aufgefordert, keine Nvidia-Chips zu kaufen. Unter dem Strich bedeutet all das, dass Nvidias Geschäft in China einen Kollaps erlebt hat. Die Umsätze mit der H20-Reihe waren nach Darstellung des Unternehmens im vergangenen Quartal „unerheblich“. Finanzchefin Colette Kress sagte in einer Telefonkonferenz, Nvidia sei „enttäuscht“ über diese Entwicklung, bleibe aber weiter in Gesprächen mit den Regierungen in China und den USA. Im Quartalsbericht wies das Unternehmen derweil auch darauf hin, dass die Abmachung mit der US-Regierung über den Exportzoll von 15 Prozent noch immer nicht festgezurrt sei. Im vergangenen Geschäftsjahr hat Nvidia in China noch einen Umsatz von 17 Milliarden Dollar erzielt. Wie geht es nun weiter? Wie schlagen sich eigentlich die übrigen Tech-Unternehmen? Und kommt KI inzwischen in der Breite so an, wie sich das die Tech-Manager im Silicon Valley erhoffen? Über all das sprechen wir in dieser Episode.

Căderea pieței cripto a adus din nou în atenție riscurile pentru investitori. Prăbușirea valorii bitcoin arată volatilitatea pieței și atrage atenția asupra așa-numiților „investitori turiști” care vin și pleacă foarte repede. Este simpatic să vezi cum marii susținători ai investițiilor în criptomonede dispar fără urmă din spațiul public, acum când valoarea bitcoin tocmai a scăzut cu 30% față de vârful atins la începutul lunii octombrie a.c. Mulți dintre cei care la fiecare mică mișcare a criptomonedelor săreau imediat cu previziuni de creștere fulminantă s-au retras în aceste zile. Au rămas în schimb analiștii care încearcă să găsească tot felul de explicații pentru prăbușirea bitcoin. Cel mai distractiv este că în bunul obicei al specialiștilor în piețe financiare se vorbește despre corecție, nu despre cădere. Adică, o prăbușire de la o valoare de 126.000 de dolari pentru un bitcoin la 88.500 de dolari ar fi de fapt o corecție. Faptul că piața bitcoin a pierdut într-o lună și jumătate 1.000 miliarde de dolari din capitalizare, adică aproape 30%, nu este o cădere în gol, ci o corecție. Dincolo de termenii folosiți pentru a îndulci momentul, analiștii caută motivele scăderii valorii criptomonedelor. O variantă este legătura pe care ar putea să o aibă căderea pieței cripto cu acțiunile de pe piața Nasdaq, respectiv cu valoarea acțiunilor companiilor de tehnologie, precum Meta, Nvidia, Alphabet sau Amazon, care a crescut foarte mult din luna aprilie a.c. Unii analiști cred că scăderea bitcoin anunță o scădere a prețului acțiunilor firmelor de tehnologie, dar în ultimele săptămâni este la modă să prevestești spargerea „bulei” de inteligență artificială. Alții și-au adus aminte de resorturile care au dus la creșterea de anul acesta. A fost vorba despre sentimentul investitorilor că Rezerva Federală americană va reduce dobânzile de mai multe ori, ceea ce va elibera bani care vor fi îndreptați către activele riscante. O a doua explicație pentru creșterea la bursă a pieței cripto a fost creșterea ETF-urilor pe bitcoin. Dar, acum este vorba despre scăderea nu despre creșterea valorii criptomonedelor. Evoluția pieței a schimbat tendința. Unii investitori mai mici sau mai mari au început să piardă bani ceea ce a făcut ca nivelul vânzărilor să crească. Alții, au vândut pentru a câștiga, adică pentru a evita o evoluție defavorabilă a pieței. Pe de altă parte, investitorii de retail nu au cumpărat chiar dacă prețurile au scăzut, așa cum se întâmplă în cazul acțiunilor, semn că au considerat cotația cripto încă prea ridicată. Acum, însă, analiștii și-au amintit brusc de toate inconvenientele criptomonedelor. Adică, bitcoin a mai scăzut cu 30% în anul 2014 și chiar cu 45%, în anul 2022. Unii experți susțin că este o diferență importantă între episoadele anterioare de scădere și ceea ce se întâmplă în ultimele zile. Și anume, în 2022, a fost vorba despre o panică instalată din cauza războiului din Ucraina și a evoluțiilor geopolitice, acum, vânzările sunt făcute de cei care câștigă din creșterea prețurilor sau cum se spune în limbaj de specialitate „își marchează profitul”. Nu este nimic anormal în acest lucru, numai că volatilitatea pieței își arată colții. Analizele subliniază că piața cripto este dominată de așa-numiți „investitori turiști”, care sunt sensibili la fluctuațiile de preț. Cu alte cuvinte, în momentele complicate toate zonele gri ale pieței cripto se transformă în puncte negre, în sensul că investitorii interesați de obținerea de randamente rapide se grăbesc să vândă. În acest moment, bitcoin a avut o performanță financiară mai scăzută decât obligațiunile americane ceea ce este cu totul atipic pentru un activ promovat ca un vehicul de creștere și diversificare. Prăbușirea valorii ar putea să slăbească aura criptomonedelor. Investitorii vor înțelege pe pielea lor că parteneriatul cu bitcoin și ethereum nu este doar la câștig, ci și la pierdere. De fapt, dincolo de de explicațiile savante, lucrurile sunt mult mai simple piața cripto este supusă volatilității și escrocheriilor. Despre riscuri, adepții cripto evită să vorbească.

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering.

A forint továbbra is 52 hetes csúcsokon kereskedik a fontos devizákkal szemben. A kamatkülönbözet ennek a fő hajtóereje. A japán jen ezzel ellentétben érdemi gyengülő hullámban van a japán hozamkörnyezet szignifikáns emelkedése mellett. A behemót amerikai technológia teljesen kettészakadt, az Alphabet és az Apple ereje mellett nagyon gyenge a Meta Platforms és az Oracle. A Fed nagy dilemmában lehet, miközben a piac árazza ki a kamatcsökkentési várakozásokat, addig közelít a leépítési cunami. Az Nvidia kirobbanó formában van továbbra is: az utolsó negyedéves árbevétel meghaladta a 2021-es és 2022-es összesített árbevételt. Kell-e majd jövőre a befektetőknek a dán dog az idei minták alapján?Jónap Richárd, Móró Tamás és Tunkli Dániel beszélgetése. Olvass minden nap a világ történéseiről egy Concorde-os szemüvegén keresztül: https://www.concordeblog.hu/Kövess bennünket minden csatornánkon:https://www.linkedin.com/company/concordecsoport/https://www.instagram.com/concordecsoport/https://www.facebook.com/concorde/https://www.youtube.com/@concorde_csoport

Dr. Kenneth Levy discusses how every therapist should at least be aware of multiple treatments for Borderline Personality Disorder, DBT, TFP, and so on. They don't need to practice them all, but they should know about them.

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market. Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD 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.

HOST: Mark Longo, The Options Insider In this episode of the Hot Options Report, Mark delves into a tumultuous day in the options market. Nvidia, expected to be the savior of the market, initially saw a massive rally but eventually led to a decline with S&P down 1.56%, Nasdaq off over 2%, and the Dow down about 0.85%. VIX surged to over 26, with 1.61 million contracts changing hands. SPY experienced record volume with 16.6 million contracts traded, blowing past its previous high. Other indices like IWM and SPX also saw significant activity. Single stock equities were highly active, with notable mentions including Microsoft, Amazon, Alphabet, MicroStrategy, and Tesla, with Nvidia leading the pack with 6.72 million contracts. The episode also highlights significant options trades and strategies observed during the day.  Explore additional options data and reports available at: http://TheHotOptionsReport.com.

Chuck Zodda and Mike Armstrong discuss the strongest buyer's housing market in over a decade. The American middle class is shrinking. Is that such a bad thing? Blue Owl money machine sputters in face of private credit cracks. Buffett's Alphabet blessing puts valuation paradox in focus. Teens seek mental-health help from Chatbots. Yikes!

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down the true art of asset location—why it’s not just about what you invest in, but where you hold those investments. They walk through real-life scenarios for high-net-worth investors, explaining how to use pre-tax, Roth, and taxable accounts to build smarter, tax-savvy portfolios. Then, a surprising move from tech giants: Amazon, Alphabet, and Meta are flooding the market with corporate bonds. Why now? And what does that mean for income-focused investors? Plus, career expert Julie Bauke joins the show to unpack the “Executive Dilemma”—when to stay, when to jump, and how to evaluate your next big move. Also: tech-heavy indexes, the rise of private credit, and what to do with a lump sum after selling a rental property. And Brian's surprising take on the gig economy.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Feiern von Alphabet, den erfreulichen Rüstungs-Dämpfer, das endgültige Comeback von SMA Solar und die Crash-Risiken, die ihr unbedingt kennen solltet. Außerdem geht es um Berkshire Hathaway, Lowe's, Home Depot, Target, GE Vernova, Rheinmetall, Renk, Hensoldt, Heidelberg Materials, Adobe, Semrush, Palo Alto, Meta, Oracle. Unsere Black-Friday-Aktion ist gestartet! Für kurze Zeit gibt es das digitale WELT-Abo zum Aktionspreis von nur 1,49€ statt 3,49€ pro Woche, ein Discount von 57%. Top-Journalismus für schmale 6,45€ pro Monat unter welt.de/angebot. 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

#warrenbuffett #alphabet #berkshirehathaway Warren Buffett tritt ab. Mit 95 Jahren sagt die Investment-Legende: „I'm going quiet“ – keine großen Aktionärsbriefe mehr, keine Auftritte auf der Bühne der Hauptversammlung. In diesem Video sprechen wir darüber, was dieser Schritt für Berkshire Hathaway, für Alphabet und für dich als Anleger bedeutet. ✍️ Frankfurter Investmentblog - Kapitalmarktupdates und Einzeltitel-Analysen: https://www.shareholdervalue.de/frankfurter-investmentblog ✍️ Frank Fischer Kolumne - Politik, Börse und Fonds-Updates: https://www.shareholdervalue.de/frank-fischer-kolumne

A huge moment for markets with Nvidia results in just a few hours:Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the earnings front - including exclusive color on the consumer from Target's CFO - before getting into the tech trade with Truist Wealth's Chief Investment Officer, who remains bullish on the sector here. Plus: hear one longtime tech investor's take on what to watch out for when Nvidia reports (Melius Research Ben Reitzes), and whether Alphabet's new rally to record highs has legs here... In addition to one crypto CEO's take on the recent sell-off there (Bullish's Tom Farley).Also in focus: an exclusive with Goldman Sachs Chairman & CEO David Solomon... Spanning markets, M&A, and how AI is changing his business. Hear his comments in full this hour. cnbc.com/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.

Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of tariffs. Plus, the tech that Google used to build Gemini 3.0 could pose the biggest threat yet to Nvidia. Those details, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Gemini-3-Debüt, Chaos durch Cloudflare und Kredit-Probleme bei Klarna. Außerdem geht es um Microsoft, Amazon, Alphabet, Strategy, Home Depot, Lowe's, Walmart, Target, RTL Group, ProSiebenSat.1, WPP, Hypoport, Meta. 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

Het is officieel: ASML is het beurslievelingetje van Nederland geworden. Het stoot Shell van de troon als meest populaire aandeel in de beleggingsportefeuille. Onder de leus 'never sell Shell' maakte de oliereus in de afgelopen 25 jaar een koersstijging van precies nul procent door. Dus gaat het er bij ASML dan anders uitzien? Dat hoor je in deze aflevering. Dan hoor je ook of die portefeuille verder een beetje op orde is. En of Nederland Spaarland ook het archief in kan. Want voor het eerst hebben Nederlanders meer dan 200 miljard euro in hun beleggingen zitten. Verder hebben we het over Warner Bros Discovery. Dat gooit het verkoopbord wel heel duidelijk in de voortuin nu. Concurrent Paramount Skydance heeft al verschillende keren een bod gedaan op Warner Bros, maar liep telkens tegen een afwijzing aan. En nu laat Warner Bros weten dat ze een krabbel zetten als er een bod van meer dan 74 miljard dollar komt. Je hoort ook nog hoe de rijksten ter wereld nog meer geld weten te slaan uit hun goudstaven. En hoe Amazon met een ouderwetse truc probeert de markt van zelfrijdende taxi's te veroveren.See omnystudio.com/listener for privacy information.

Wall Street gave up early gains as investors turned cautious ahead of Nvidia’s earnings, while the latest Fed minutes showed many officials leaning against a December rate cut. Elsewhere, Alphabet shares jumped on rave reviews for its new Gemini AI model, Lowe’s beat profit estimates on strong online growth, and Target’s scaled-back outlook signalled a tougher road ahead for its incoming CEO. In commodities, oil slumped on a US inventory build while copper rebounded on supply concerns, and the US dollar climbed to a five-week high. Back home, Aussie shares are expected to edge higher ahead of a busy week of AGMs. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Southern Sun's October occupancy jumps to 73.3% – the highest since the 2010 World Cup – signalling a major recovery for South African tourism, with the group committing R500m to a 50-year Durban hotel lease. Pick n Pay stabilises as the Ackerman family backs the turnaround, while rising power tariffs force retrenchments at Merafe. Plus, local is lekker proves true in a four-year investment contest, and in a surprise move, Berkshire Hathaway buys $5bn of Alphabet shares.

Today, the CEO of Google gives a rare interview to discuss AI, economic risk, climate change and much more. Faisal Islam has been speaking to Sundar Pichai, the head of Google's parent company Alphabet, about the future of the AI bubble.The tech boss warned that “no company is going to be immune” if the AI bubble bursts after its current period of boom. This comes as some analysts expressed fear that stock markets are heading for a repeat of the dotcom bubble burst of the late 1990s.They also discussed the environmental cost of powering AI, the potential risks to jobs and whether the UK will benefit from the current boom. BBC economics editor Faisal Islam joins Adam in the studio.You can listen to a longer version of the interview with Sundar Pichai here - https://www.bbc.co.uk/sounds/play/p0mh56kjYou can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscordGet in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480.New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenter was Adam Fleming. It was made by Jack Maclaren with Shiler Mahmoudi and Anna Harris. The social producer was Beth Pritchard. The technical producer was James Piper. The assistant editor is Chris Gray. The senior news editor is Sam Bonham.

If the artificial intelligence bubble were to burst, every company would be affected, the head of Google's parent firm Alphabet has told the BBC.Sundar Pichai said, while the growth of AI investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom. Is a bubble burst inevitable and would it be painful?Also in the programme: the US hails UN security council backing for its Gaza peace plan; and does the world -- or the world's restaurants -- need a universal spice index?(Photo shows Sundar Pichai during an interview at Google's California headquarters on 17 November 2025. Credit: BBC News)

The Street starting to split on hyperscalers with Rothschild & Co Redburn downgrading Microsoft and Amazon, while Loop upgrades Alphabet. Bitcoin turns negative for the year. Plus, Victoria Greene's three stocks to buy in the pullback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The boss of Alphabet tells the BBC no company will be immune if the AI bubble bursts. Plus, reselling tickets to live events for a profit is to be banned by the government.

巴菲特和老友蒙格早在八年前就表示懊悔沒買Google，為什麼這一次買了？難道Alphabet算得上價值投資？Google下一個重磅催化劑即將現身？ 文：張詠晴 製作團隊：莊志偉、張雅媛 ＊閱讀零時差，點這看全文

Don't be shy, send me a message!Thomas Felix Creighton continues The Alphabet of Britishness, looking especially at Queen Victoria.The first ten minutes covers:Thomas' top three cinematic and TV depictions of Queen VictoriaMrs. Brown (1997)The Private Life of Sherlock Holmes (1970)Doctor Who “Tooth and Claw” (modern season 2, episode 2)...and also in brief some other 'V' topics such as:Victoria & Albert MuseumVauxhall (London)VermouthVesper (seems silly not to)Victory! Although perhaps we'll cover this far more in the next installment…Vicar - again a great suggestion for a deep diveViceroy – check out my video and podcast episode looking at my top five books on the British Empire: www.youtube.com/britishcultureVickers machine gun The main part of this podcast comprises of two readings, one on the height of the Victorian Era, the Queen's Diamond Jubilee of 1897, and the second on The Great Exhibition of 1851.“Pax Britannica: The Climax of the Empire” by James / Jan Morris.“A Portrait of Britain Between the Exhibitions 1851 – 1951” by Donald Lindsay and E.S. Washington, part of the Oxford Introduction to British History series.Visit the website: https://albionneverdies.com/ Support the show

Sundar Pichai, chief executive of Google and Alphabet, acknowledges that no company is immune from the risks of an AI investment bubble, including Google itself, and warns that the rapid growth of artificial intelligence will lead to significant societal disruptions. Speaking to BBC Economics Editor Faisal Islam he explains that, despite the company's scale and diversified approach, overinvestment in artificial intelligence could still require Google to navigate challenging phases, just as any other business would. This admission comes as Google's annual AI infrastructure spending surpasses $90 billion, reflecting the extraordinary scale and pace of global investment in the sector.The interview explores the implications of this rapid growth, with Pichai highlighting the unprecedented demand for energy and the need for new sources of power to support AI development. He outlines Google's efforts to invest in renewables, nuclear, and geothermal energy, and describes the company's commitment to achieving 95% carbon-free operations in the UK by 2026. Pichai notes that the speed of AI expansion is testing the limits of existing sustainability targets, but maintains that technological progress can support both economic and environmental objectives.He also addresses the evolution of copyright frameworks, and the responsibilities of technology companies. He discusses the UK's ambition to become an AI superpower, the importance of scaling energy infrastructure, and the need for responsible development to ensure that the benefits of AI are widely shared.00:20 Felicity and Faisal set out interview 02:00 Sundar Pichai joins the interview 03:30 Google now spending 90 billion dollars annually on AI 04:05 Is AI a Bubble? 05:51 Google's AI strategy 07:03 The power and potential of AI agents 08:34 Automation, jobs, and societal Impact 11:07 Advice for the next generation 11:50 AI accuracy, and truth 14:22 Energy demands & climate impact 16:48 Google's UK investments 18:25 Copyright issues 22:26 Immigration, talent, and innovation 23:12 AI as Open Source 25:31 Quantum computing & future technologies

Daily Snippet vom 18.11.2025 Ein kompletter Markttag im Minus. Nur eine Aktie im Plus. Alphabet. Der Auslöser ist kein Zufall, sondern eine der größten neuen Positionen im Berkshire Portfolio. Im heutigen Audio-Snippet sage ich dir, warum der Einstieg so viel Bedeutung hat. —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/berkshire-google Folge mir für ehrliche Finanz-Einblicke!  —— Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: 

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Peter Thiels Nvidia-Trennung, den Netflix-Split, die XPeng-Enttäuschung und eine Bank, die Europas Champion werden möchte. Außerdem geht es um Nvidia, Apple, Siemens Healthineers, DWS, Alphabet, Berkshire Hathaway, Dell, HP Enterprise, Saab, American Express, Bank of America, Coca-Cola, Chevron, Occidental, Moody's, Chubb, Kraft-Heinz, Deutsche Bank, iShares Core MSCI World ETF (WKN: A0RPWH). 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

En de verkopen exploderen. Vijf keer zo veel denken ze te gaan verkopen in de komende vijf jaar. Waar ze afgelopen jaar nog voor 10 miljard euro aan bommen en tanks verkochten, ziet het Duitse defensiebedrijf Rheinmetall dat in 2030 toenemen naar 50 miljard euro. En daarbij gaan ze uit van een aantal scenario's, die niet mals zijn. En die ook nog eens opgesteld zijn in samenwerking met geheime diensten. Wat die zijn en wat dat voor defensie-aandelen betekent, hoor je in deze aflevering. Verder zwaaien we alwéér een AEX-bedrijf uit. AkzoNobel heeft een fusiepartner gevonden in het Amerikaanse Axalta. Samen worden ze een verf- en coatingbedrijf van zo'n 17 miljard dollar. En op termijn moet het dan ook gedaan zijn met de notering in Amsterdam. We zoeken voor je uit of je AkzoNobel straks moet gaan missen. En je hoort over de topman van Google. Zelfs hij heeft het over een mogelijke AI-bubbel. En hij heeft een onheilspellende boodschap. Als die bubbel knapt, gaat iedereen dat voelen. Maar hij vindt al die miljardeninvesteringen dan wel weer geheel terecht.See omnystudio.com/listener for privacy information.

Julián Coca, gestor del fondo Alinea Global, pone al frente de su análisis firmas como Alphabet, HOME DEPOT, Medtronic y Nvidia.

The 5 things you need to know before the stock market opens today: Berkshire Hathaway has taken a roughly $5 billion stake in Google parent Alphabet, the Financial Times is reporting that Apple is stepping up the search for CEO Tim Cook's successor, Treasury Secretary Scott Bessent says the Trump Administration plan to send Americans rebate checks from tariff revenue would require legislation, Netflix's 10-for-1 stock split happens today, and YouTube and Disney reach a deal after a two-week standoff.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Donald Trump is rolling back tariffs on more than 200 food products, from coffee and beef to bananas and orange juice, as the White House faces rising frustration from Americans over grocery prices. National Economic Council Director Kevin Hassett explains the administration's push for affordability and the persistence of inflation. Then, Legendary Filmmaker Ken Burns walks through his newest project, The American Revolution, and the stories that shaped the nation. Plus, RBC Capital Markets' Lori Calvasina breaks down market sentiment and Alphabet rallies after Berkshire Hathaway takes a new stake. Lori Calvasina - 09:13Kevin Hassett - 23:19Ken Burns - 35:11 In this episode:Ken Burns, @KenBurnsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen covered market volatility and the AI trade ahead of this week's Nvidia earnings report. Alphabet shares jumped after Berkshire Hathaway disclosed a $5 billion stake in the company. The anchors reacted to a Financial Times report which states Apple is ramping up its succession plan for CEO Tim Cook. Also in focus: Morgan Stanley's S&P 500 price target of 7800, Dell downgraded, retail earnings preview and the consumer, what Anthropic's CEO told CBS' "60 Minutes" about AI and jobs, Netflix's 10-for-1 stock split goes into effect, Fed Vice Chair Philip Jefferson's comments on risks, Fmr. Federal Reserve Governor Kevin Warsh slams the central bank in a WSJ op-ed. 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.

Andrew, Ben, and Tom discuss Apple stepping up its succession planning for Tim Cook, Berkshire's stake in Alphabet, and the week ahead. Song: Wrapped Around Your Finger - The PoliceFor 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

Wall Street and the three-year-old bull market look to rebound despite fresh doubts and a shaky AI trade. Plus, a delayed September jobs report. A wave of retail earnings. Nvidia's make-or-break results on Wednesday. And later, Buffett boosts Berkshire's tech bets, sending Alphabet jumping. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warren Buffett's Berkshire Hathaway (BRK/B) now has Alphabet (GOOGL) as its 10th biggest holding. The firm revealed in a recent filing that it added a $3.4 billion stake in the Mag 7 giant while trimming its Apple (AAPL) stake by over $10 billion. Marley Kayden explains what makes the move so significant as Buffett begins to make his exit as Berkshire's leader. ======== 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

Wall Street is drifting at the start of the week.

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan los movimientos más recientes de Berkshire Hathaway y cómo Warren Buffett  reconfiguró parte clave de su portafolio, desde la inesperada entrada en Alphabet hasta los recortes en Apple y Bank of America. A partir de ahí, el episodio se mueve hacia la mirada macro de Dr. Kelly, quien advierte sobre la creciente brecha entre la realidad económica y la percepción social, y cómo esa desigualdad está moldeando el consumo, la política y la volatilidad de los mercados. Finalmente, Eugenio y Andre cierran con lo que viene esta semana, reportes cruciales como el de Nvidia y datos macroeconómicos que podrían marcar el tono del mercado en los próximos días. 

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden.  Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). 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

Daniel Mahncke and Shawn O'Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:19 - What TransDigm does, and how was it founded 00:14:45 - What makes TransDigm's founders and philosophy so special 00:18:05 - How TransDigm uses debt to leverage returns 00:34:34 - Why TransDigm is basically a monopoly 00:49:41 - What TransDigm's M&A Playbook looks like 00:54:14 - Where future growth is coming from 01:16:15 - Whether TransDigm is fairly valued 01:20:06 - Whether Shawn & Daniel add TDG 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. Howley Interview with William Thorndike at the 50x Podcast. Clay's Deep Dive into TransDigm Competitor Heico. Clay's Interview with Niklas Sävås about Serial Acquirers. TransDigm 2024 Analyst Day Webcast. 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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In this week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech companies going to fund the rest?  Then after the break, Telis is joined by Guy LeBas, chief fixed income strategist at wealth management and investment banking firm Janney Montgomery Scott, to explore how the AI revolution will be financed. Oracle, Meta and Google parent Alphabet have made bond offerings valued in the tens of billions. LeBas explains that the trillions needed to help fund data centers will force tech hyperscalers to issue massive new debt, potentially increasing the size of the corporate bond market by 20% a year. And he talks about whether the AI bubble could find its way into the bond market. 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. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? 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 the video page of WSJ.com Further Reading Who Will Pay for the AI Revolution? Retirees Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Meta Finishes Jumbo Bond Sale; Yield Climbs While Stock Slides BlackRock Among Biggest Investors in Meta's Giant Data-Center Debt Deal AI Borrowing Floods Debt Markets Big Tech Is Spending More Than Ever on AI and It's Still Not Enough Oracle's $18 Billion Bond Sale Meets Strong Investor Demand 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.  Follow Gunjan Banerji here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Berkshire Hathaway takes $4.3 billion stake in Alphabet, OpenAI tests group chats in ChatGPT, Tesla tests Apple’s CarPlay in its vehicles. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can supportContinue reading "Apple CEO Tim Cook To Step Down In 2026? – DTH"