Podcasts about alphabet google

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Best podcasts about alphabet google

Latest podcast episodes about alphabet google

Windows Weekly (MP3)
WW 930: Flocculation & Saponification - Profanity filter, EU digital commitments, FY25 Q3

Windows Weekly (MP3)

Play Episode Listen Later Apr 30, 2025 160:31


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

All TWiT.tv Shows (MP3)
Windows Weekly 930: Flocculation & Saponification

All TWiT.tv Shows (MP3)

Play Episode Listen Later Apr 30, 2025 160:31 Transcription Available


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

Radio Leo (Audio)
Windows Weekly 930: Flocculation & Saponification

Radio Leo (Audio)

Play Episode Listen Later Apr 30, 2025 160:31


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

Windows Weekly (Video HI)
WW 930: Flocculation & Saponification - Profanity filter, EU digital commitments, FY25 Q3

Windows Weekly (Video HI)

Play Episode Listen Later Apr 30, 2025 160:31


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

All TWiT.tv Shows (Video LO)
Windows Weekly 930: Flocculation & Saponification

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Apr 30, 2025 160:31 Transcription Available


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

Radio Leo (Video HD)
Windows Weekly 930: Flocculation & Saponification

Radio Leo (Video HD)

Play Episode Listen Later Apr 30, 2025 160:31 Transcription Available


YOU ARE THE PRODUCT! But... are you? In Russia, Windows 11 uses you! Plus, something happened to Paul on the way to dual-booting Ubuntu 25.04 on Surface Laptop 7, but all is well! Also, you should be using Brave. But if you don't like/trust Chromium, Firefox 138 finally added profile management support. Windows Windows 11 24H2 preview update for April finally arrives Now we know why Microsoft waited: It wanted to announce the "general availability" of Recall, Click to Do, and "improved Windows Search" (we're still struggling with a name for that one) Dev and Beta (24H2) builds add a profanity filter, a Pen shortcut for Click to Do, improved Windows Search for work and school accounts, Accessibility flyout in Quick settings Microsoft (sort of) explains why Windows Insider Preview channels don't follow a logical order anymore Microsoft deprecates Map app in Windows 11 That makes sense. But also VBS Enclaves in pre-24H2 versions, which is interesting Corporate Microsoft says it will defend EU companies against US government Alphabet/Google is doing just great, thanks Intel earnings are flat, and that's as good as that news gets Samsung posts record revenues on strong S25 series sales Dev Build and Google I/O are coming in hot Google is holding a separate Android event for the first time, ahead of I/O What about Surface? At Build last year, the company announced Copilot+ PC AI Microsoft has an OpenAI problem - duh and/or hello Microsoft is part of an AI unholy quaternity on new Moto phones Duolingo announces controversial "AI first" strategy - And then announces 148 new AI-based courses Apple on Apple Intelligence: Just kidding! OpenAI on GPT-4o: Just kidding! ChatGPT goes shopping and OpenAI improves Deep Research Google updates NotebookLM audio overviews with support for over 50 languages YouTube starts testing AI overviews for videos - and Spotify is using AI for playlists Adobe updates Firefly models, adds third party support DuckDuckGo's Duck.ai now supports real-time model switching Meta launches a standalone AI app that no one should want Xbox Xbox-exclusive game Towerborne is here in preview on Xbox, PC, and Game Pass Tips and Picks Tip of the week: Be prepared App pick of the week: Firefox 138 RunAs Radio this week: Modern Work in 2025 with Karoliina Kettukari Brown liquor pick of the week: Highwayman Whisky Abbey 2024 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: uscloud.com cachefly.com/twit

VG Daily - By VectorGlobal
Google rompe récords, Intel en aprietos y Amazon desafía la elasticidad

VG Daily - By VectorGlobal

Play Episode Listen Later Apr 25, 2025 20:35


En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay arrancan comentando el giro inesperado en las relaciones comerciales entre China y Estados Unidos, luego de que la embajada china negara estar en negociaciones arancelarias con Washington, desmintiendo así rumores y generando una reacción negativa  en los futuros del mercado. A partir de este contexto geopolítico, el episodio avanza hacia el análisis del sólido reporte trimestral de Alphabet (Google), destacando su sorprendente crecimiento de ingresos y utilidades, el aumento del dividendo y un ambicioso plan de recompra de acciones, así como el impacto de la inteligencia artificial en su negocio principal.La conversación se traslada luego al entorno del comercio electrónico, donde discuten un reporte sobre cómo vendedores en Amazon han estado subiendo precios, enlazando este fenómeno con el concepto de elasticidad de precios y cómo los cambios en costos y tarifas pueden trasladarse rápidamente al consumidor final. Finalmente, el episodio cierra con un análisis del reporte de Intel, sus retos operativos y perspectivas para el resto del año, y una discusión sobre las expectativas para los reportes de las otras cinco grandes tecnológicas, anticipando posibles tendencias y sorpresas en el sector.

Linea mercati
Caffè Affari (ristretto) | Bpm boccia l'offerta di Unicredit, confusione Usa-Cina sui dazi e le altre storie

Linea mercati

Play Episode Listen Later Apr 25, 2025 5:02


Banco Bpm boccia l'offerta di Unicredit; Dopo l'assemblea delle Generali, la partita si sposta a Siena; Alphabet (Google) festeggia conti oltre le attese; Guidance deludente per Intel, pronta a nuovi licenziamenti; Dazi: confusione Usa-Cina, confronto Giorgetti-Bessent. Puntata a cura di Elisa Piazza - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices

C-Sweet Talks
77 - Shaping the Future of AI: Shubhi Rao's Journey to Empower Women in Tech

C-Sweet Talks

Play Episode Listen Later Apr 10, 2025 19:56


In this episode of C-Sweet Talks, Co-CEOs Dianne Gubin and Beth Hilbing sits down with Shubhi Rao, Founder & CEO of UpLevyl. With her extensive experience at global tech giants like Alphabet/Google, Tesco, Shubie discusses her groundbreaking work in AI and her mission to build technology that's female-forward and inclusive.Shubie opens up about her leadership journey, how she broke barriers as the first woman and person of color to serve as treasurer at both Google, Tesco, and why gender data is crucial for building AI that represents everyone.This episode is a must-listen for aspiring leaders, tech enthusiasts, and anyone passionate about diversity, technology, and innovation.Join the community!www.CSweet.org

Get Started Investing
4 simple steps for anyone to pick great stocks

Get Started Investing

Play Episode Listen Later Apr 7, 2025 22:55


Want to start investing in single stocks but don't know where to start? We've made a simple checklist to help you spot great companies. Listener Bailey wanted to move beyond his ETF-only portfolio and start investing in individual stocks. But like many, he wasn't sure how to tell if a company is actually a good investment.So we created a 4-step stock analysis checklist that anyone can use to analyse any company. It's a stock analysis tool for beginners & beyond (that you won't need a finance degree to use).In this epsiode we cover:Why your investing style matters when picking stocksOur 4-step checklist to analyse any companyFinding the info you need to complete the checklistA real-life example using Alphabet (Google) to bring it all together☑️ Download the FREE Checklist to Analyse Any Stock We've made our checklist downloadable to work through at your own pace.

#MenschMahler - Die Podcast Kolumne - podcast eins GmbH

250407PC: Hilft im Handelskrieg EU-Patriotismus?Mensch Mahler am 07.04.2025 Donald Trump schürt den Handelskonflikt und nervt die Weltwirtschaft mit Zöllen. Hilft es, US-Produkte zu meiden und möglichst nur noch "europäisch" zu kaufen?Boykott kann eine Lösung sein – aber sie ist immer ein zweischneidiges Schwert. Beispiel Russland: Schattenflotte, Umgehen der Boykottmaßnahmen, Vorteile für die Länder, die aus der internationalen Solidarität ausscheren, Schaden für die eigenen Volkswirtschaft.Tatsächlich lässt sich sehr vieles, was Amerikaner anbieten, durch Hersteller aus Europa ersetzen.Von einem einst riesigen US-Wirtschaftszweig sind nur drei große Autobauer übriggeblieben: Ford, General Motors und Tesla. Würde hierzulande niemand mehr US-Autos kaufen, wären in Deutschland mehr als 40.000 Arbeitsplätze in Gefahr.Tanken muss man nicht bei den US-Anbietern Jet und Esso. Briten, Polen, Franzosen und Italiener bieten genügend Sprit und Zapfsäulen. Bei Jet und Esso ginge es in Deutschland um einen Jahresumsatz von rund 15 Milliarden Euro. Aber auch um grob geschätzte 10.000 Jobs allein an deren Tankstellen.Ist Fastfood amerikanischer Art notwendig? Sicher nicht. Rund und sieben Milliarden Euro setzen US-Ketten jährlich in Deutschland um. Allein fünf Milliarden entfallen auf McDonald's. Gefolgt von Burger King, Subway, KFC und Starbucks. Und der Coca-Cola-Konzern (Fanta, Sprite, Mezzo Mix, Lift, Fuze Tea, Apollinaris, Vio) setzt hierzulande rund drei Milliarden Euro pro Jahr um.Ja, man kann Adidas statt Nike kaufen, Diesel und Pepe statt Levi's und Lee. Man kann bei anderen Versandhändlern bestellen als bei Amazon. Neben Amazon Prime bieten die US-Konzerne Disney, Netflix, Comcast (WOW), Paramount und Apple Video-Inhalte in Deutschland an. Ein Verzicht auf die Nutzung von Angeboten der US-Plattform-Konzerne Meta (Facebook, Instagram, Whatsapp), Alphabet (Google, Youtube) und Elon Musks X (Twitter) ist möglich. Weitaus schwieriger wäre die Abkehr von US-Betriebssystemen für Computer und Smartphones.Ohne Android (Alphabet) und Apples OS funktioniert heute kaum noch ein Smartphone; ebenso wenig medizinische Behandlungen ohne die Produkte von Pfizer, Johnson & Johnson oder Merck (US)."Buy from EU" ist sicher ein guter Gedanke. Aber bei allem gesunden Verbraucherpatriotismus: Wirtschaftliche Abschottung mindert tendenziell Wettbewerb und Fortschritt, erhöht Preise und kann zu steigender Arbeitslosigkeit führen. Und: Nicht jede amerikanische Firma agiert wie die von Elon Musk und jene von ein paar anderen US-Milliardären. Ein differenzierter Blick auf die Haltung lohnt sich – für alle Beteiligten. Dies- und jenseits des Atlantiks. Hosted on Acast. See acast.com/privacy for more information.

X22 Report
Largest Pedo Platform Shutdown, Bongino Sends Message, Do No Mistake Silence For Inaction – Ep. 3611

X22 Report

Play Episode Listen Later Apr 3, 2025 98:05


Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Biden gave away tax dollars to fake think tanks, these think tanks were propped up by China. Trump moves forward with the tariffs, he has begun the process of breaking free of the [CB]. EU, Canada are now scrambling, Ford is reducing prices so people by American. The tariffs are being used to destroy the [CB], time to end the endless. The [DS] narrative is continually falling short, each time they speak they are destroying themselves. Why interfere with an enemy while they are in the process of destroying themselves. The largest pedo platform has now been shutdown. Dan Bongino sends a message to the people, just because you have not see arrests does not mean nothing is happening. Leakers were fired from the WH. We only have one chance to do this right.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/mattdizwhitlock/status/1907602473482662025 https://twitter.com/LeaveDelaware/status/1907565039067758626 https://twitter.com/Geiger_Capital/status/1907553323387072774   "Mag7 problem": "Mag7" is shorthand for the "Magnificent Seven," a group of seven major U.S. tech companies—Apple, Amazon, Tesla, Alphabet (Google), Microsoft, Meta, and Nvidia. These firms have been key drivers of market performance in recent years due to their size, influence, and heavy weighting in indices like the Nasdaq. Bessent suggests that the selloff is primarily driven by issues specific to these tech giants, such as overvaluation, slowing earnings growth, or sector-specific pressures (e.g., competition in AI or shifts in investor sentiment), rather than broader economic or political factors. "Not a MAGA problem": "MAGA" stands for "Make America Great Again," a slogan associated with President Donald Trump and his policy agenda, particularly following his re-election in November 2024. Policies tied to MAGA, like steep tariffs or deregulation, have been speculated to impact markets. Bessent, as Treasury Secretary in Trump's administration, is arguing that the selloff isn't a result of these Trump-related policies but rather stems from the dynamics affecting the Mag7 stocks. Stock Market Today: Dow down 1,200 points, S&P 500 and Nasdaq plunge as Trump tariffs roil markets; Apple, Nvidia and Nike slump; dollar and gold dive. https://twitter.com/KobeissiLetter/status/1907769203714560132 https://twitter.com/KobeissiLetter/status/1907782385141268493   VW Among Several European Automakers To Halt Vehicle Shipments, Raise Prices, In Response To Tariffs European automakers are hiking prices and shifting production to the U.S. in response to Trump's auto tariffs. Volkswagen will add import fees to vehicle prices, while Volvo and Mercedes-Benz are considering expanding U.S. manufacturing to avoid the 25% duties, according to Bloomberg. Mercedes may move production of a model to Alabama to offset tariffs and is weighing pulling its cheaper cars from the U.S. after a 58% sales jump in its top-selling import, the GLC SUV. Germany's economy minister backed EU talks with the U.S. but warned of a “clear and decisive response” if no deal is reached, calling the tariffs a risk to global stability. Volkswagen, which builds cars in Tennessee, still imports key models from Europe and Mexico. The U.S. now makes up 20% of its revenue, helped by a 7% sales boost in 2024. BMW imports 60% of its U.S. sales and depends on European parts for its South Carolina plant. Mercedes' Alabama factory faces similar supply chain exposure. Volvo plans to expand U.S. production,

Techzine Talks
Google Cloud gaat met overname Wiz voor multi-cloud security

Techzine Talks

Play Episode Listen Later Mar 24, 2025 23:44


Alphabet (het moederbedrijf van Google) deed vorige week de grootste overname uit het bestaan van het bedrijf. Het is bereid om niet minder dan 32 miljard dollar te betalen voor het jonge en relatief kleine Wiz. Cloud security is hip, zoveel is duidelijk. Maar is het ook een zinnige overname? We bespreken het in deze aflevering van Techzine Talks.Vorig jaar was Alphabet ook al in de markt voor Wiz, maar toen vonden de oprichters en eigenaren van het Israëlische cloud-security bedrijf 23 miljard niet voldoende. Dat is op zich al opvallend, want zo hoog was en is de omzet van Wiz in absolute zin niet. Het bedrijf verwacht in de loop van dit jaar op een ARR (Annual Recurring Revenue) van 1 miljard dollar te komen. Dat is weliswaar erg knap gezien de jonge leeftijd van Wiz (5 jaar oud), maar een overnamebod van 23 en nu dus 32 miljard dollar is op het eerste gezicht erg stevig.Wiz is echter best een bijzonder bedrijf, dat zich in zeer korte tijd naar de toplijstjes heeft gewerkt binnen de CNAPP (Cloud-Native Application Protection Platform)-wereld. Dit heeft het vooral gedaan met het Cloud Security Posture Management (CSPM)-onderdeel van het aanbod. Dat is volgens wie je er ook over spreekt of wat je er ook over leest echt heel erg goed. Het is in ieder geval de voornaamste reden geweest voor de snelle opkomst. Inmiddels zijn er naast Wiz Cloud ook nog Wiz Code en Wiz Defend. Deze onderdelen richten zich respectievelijk op code security en detectie en respons.Wat wil Alphabet (Google) met Wiz?De belangrijkste vraag is uiteraard wat de plannen zijn vanuit Google Cloud Platform (GCP) met Wiz. Wil het Wiz volledig integreren in GCP en als een uniek onderdeel van de Google public cloud aanbieden? Of laat het Wiz min of meer zelfstandig opereren en gaat het daarmee voor multi-cloud security. Dat laatste is altijd het doel van Wiz geweest. Het zou vervelend zijn voor klanten van Wiz als dit nu zou veranderen. De overname van Wiz zorgt er in ieder geval voor dat GCP het security-aanbod een stuk completer maakt. Met Chronicle en Mandiant was er al SIEM, threat intelligence en incident respons, nu komt daar ook cloud security bij. Alphabet en Google moesten toch juist kleiner worden?Met 32 miljard is de overname van Wiz zoals al aangegeven met afstand de grootste ooit voor Alphabet. Hiervoor was dat de 12,5 miljard die het betaalde voor Motorola. Laten we in ieder geval hopen voor de klanten van Wiz dat deze overname beter afloopt dan die van Motorola. Daar heeft Google een beetje een potje van gemaakt. Het verkocht dat onderdeel vrij snel door aan Lenovo met een stevig verlies. Het is naast een zeer grote overname ook best wel een merkwaardige overname wat ons betreft. Google ligt op andere vlakken toch best onder vuur vanwege de dominantie die het heeft. Zo gaan er geluiden dat Google de Chrome-tak moet verkopen en gaat het ook tussen de EU en Google bepaald niet soepel, met name rondom Search. Dan is het best bijzonder dat een ander onderdeel van hetzelfde bedrijf een enorme overname doet. Luister snel naar Techzine Talks om alles te weten te komen over deze mega-overname, wat deze betekent voor Google Cloud, de markt en de klanten die in de markt zijn voor cloud security.

Freedom Achievers Podcast with David Adam Kurz

Ever wondered why companies like Apple, Microsoft, NVIDIA, Amazon, and Alphabet (Google) have reached unparalleled financial success? In this episode, Coach David Adam Kurz dives deep into America's richest companies, exploring their visionary leadership, innovative strategies, and customer-focused approaches that have propelled them to trillion-dollar valuations.  

Becker Group C-Suite Reports Business of Private Equity
The 5 Largest Companies By Market Cap 3-10-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Mar 10, 2025 1:16


In this episode, Scott Becker discusses the market caps of the five largest companies—Apple, Microsoft, NVIDIA, Alphabet (Google), and Amazon—amid recent NASDAQ declines.

Becker Group Business Strategy 15 Minute Podcast
The 5 Largest Companies By Market Cap 3-10-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Mar 10, 2025 1:16


In this episode, Scott Becker discusses the market caps of the five largest companies—Apple, Microsoft, NVIDIA, Alphabet (Google), and Amazon—amid recent NASDAQ declines.

Inter Invest
#699 Bom dia, Inter: 5/02/2025

Inter Invest

Play Episode Listen Later Feb 5, 2025 3:56


Nesse episódio, Gabriela Joubert, Estrategista-chefe do Inter, comenta sobre Techs pesam nos índices e China segue na mira de Trump.  Bolsas operam sob pressão do setor de tecnologia nesta manhã, após resultados mais fracos que o esperado da Alphabet (Google) e da AMD. Os receios sobre uma guerra comercial também continuam afetando os mercados e o índice VIX volta a subir, enquanto Xi e Trump negociam. A temporada de balanços na Europa traz bons números, com destaque para Santander e Novo Nordisk. Dólar perde força e o iene e o ouro atuam como porto-seguro.   Cadastre-se para receber nossas análises ⁠https://interinvest.inter.co/⁠   O propósito deste material é divulgar informações e oferecer transparência ao investidor, não significando oferta de venda de fundos de investimentos.

Our Curious Amalgam
#306 How Do I Make a Competition Law Complaint in India? A Practical Discussion About Approaching the CCI

Our Curious Amalgam

Play Episode Listen Later Dec 30, 2024 43:27


India is now one of the most important competition law jurisdictions in the world. With direct court action against anti-competitive practices not an option, how can a third party seek to persuade the Competition Commission of India to become involved? Abir Roy, partner and co-founder of Sarvada Legal, joins Matthew Roberts and Matthew Hall to discuss the underlying rules and practical issues involved in bringing an information (complaint) before the CCI. Listen to this episode to learn more about precedent cases, the evidence required, the various stages of an investigation, timeframes, confidentiality, remedies, the availability of compensation and other issues involved in this area. With special guest: Abir Roy, partner and co-founder, Sarvada Legal Related Links: Order in Alphabet/Google case 2022 Order in Alphabet/Google case 2024 Competition Commission of India webpage (Filing of Information) Competition Commission of India press release (Meta fine) Hosted by: Matthew Reynolds, Huth Reynolds LLP and Matthew Hall, McGuireWoods London LLP

DH Unplugged
DHUnplugged #733: Santa Quantum!

DH Unplugged

Play Episode Listen Later Dec 25, 2024 65:56


Shutdown..... AVERTED Mergers - Auto Industry big move Lots of Trump Talk The Market's new favorite stocks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? Thank you for all who gave to the Thanksgiving Holiday Campaign... Warm-Up - Shutdown..... AVERTED - Mergers - Auto Industry big move - Lots of Trump Talk - Deli Stock Scheme - Update - Holiday Tidings! - Markets - S&P 500 Equal weight down 6% MTD, Small Caps down 8% - The New favs? Quantum Computing Stocks - Santa Like them..... - Index inclusion has become a thing Checking out the early CTP Cup Standings EVERYONE IS IN! - 7 Contestants.... Fed Meeting Dec 18th - Fed freaked out markets - All of a sudden they are projecting that inflation is not going to come down to their 2% level into 2026 - DJIA was donw 1000 points and it was an ugly day overall. - Onc day later, PCE comes out not too far aay from assumptions and market takes off - Just goes to show that DJIA - Records? - Follow up - it was 10 days and the last time that happened was 1974 Meanwhile - XMAS Rally - Once big day down, then a test and BOUNCE - Most of the Fed Day losses have been wipe out - still much damage in December --- Once again - Mega cap holding things up ---- EVEN though 10Yr >4.6%  - this is an important price point... Failed  couple of times before. Quantum Computing Stocks - Ever since Alphabet (Google) announced that they made progress, been some crazy moves on a few names - with YTD returns -- D-Wave Quantum Inc  QBTS  (825%) -- Rigetti Computing Inc   RGTI  (1,050%) -- Quantum Computing Inc   QUBT  (1,900%) -- Defiance Quantum ETF   QTUM (51%) -- IONQ Inc    IONQ   (240%) ---(none seem to be making any money  - actually losing a ton) More Quantum - Willow's speed is almost incomprehensible — according to Google, it's able to perform a computation in under five minutes that would take one of today's fastest supercomputers 10 septillion years to solve. Ten septillion is 10,000,000,000,000,000,000,000,000 years. - Concern has turned to the potential for this technology to break down crypto (or other) cryptography. --- It may take years - but this could be something we need to watch as a byproduct, the need for better security from quantum hacks Auto Merger - Japanese automakers Nissan and Honda on Monday announced they had entered into official talks to merge and create the world's third-largest automaker by sales. - The deal would aim to share intelligence and resources and deliver economies of scale and synergies while protecting both brands - Nissan's strategic partner Mitsubishi has been offered the chance to join the new group and will take a decision by the end of January 2025. - Lots of things to iron out before this deal gets done Index Traders - Hang on... - Huge moves to reset these days - Companies are competing to get to NASDAQ and NYSE to gain inclusion as they know share prices will potentially pop - Palatntir is banking on that as they said in their recent announcement and one reason was to get inclusion in the NASDAQ 100 - These kind of index changes has buig impacts on stocks - - ALSO, there should be some movement over the next month as there will be re-balancing going on as 2024 big run for markets/stocks Trump Talk/Plans - Trump said he will not let the canal fall into the 'wrong hands' - Trump accused Panama of charging excessive fees to use the canal - Panama's President Mulino defends canal's independence and fees - US handed over control of the canal in 1999 - Talk that we could take it back - Twitter: "Every square meter of the Panama Canal and the surrounding area belongs to Panama and will c...

The KE Report
Sean Brodrick - The Trump Trade Post-Election Has Been Buy Crypto And Tech Stocks, But Sell Gold And Silver

The KE Report

Play Episode Listen Later Nov 13, 2024 17:38


Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to unpack the post-election "Trump Trade," which has been strong buying in cryptos, crypto stocks, tech stocks, and large US equities, but conversely strong selling in gold, silver, commodities, and resource stocks.   We also discuss renewable energy and nuclear energy trends, as it relates to policies under question now from the 2022 Inflation Reduction Act.    We start off reviewing the correction and consolidation seen over the last 2 weeks in gold, silver, and the PM stocks, and why Sean could see a corrective move in the yellow metal back down to $2475. He explains why he sold many gold and silver equities last week to pull profits, and rotated more funds into Bitcoin via the iShares Bitcoin Trust (IBIT) and crypto related stocks like MicroStrategy Inc (Nasdaq: MSTR) and Marathon Digital Holdings (NASDAQ: MARA) to keep riding that trend higher. This leads to a discussion on the dynamics around gold versus bitcoin, and the different drivers for each.   Sean points to 3 key factors in policy changes and company adoption of cryptos that has been bullish for that sector, but also makes the case that despite the corrective move in gold, silver, and the PM equities, that he still believes there is far more upside left in the ongoing precious metals bull market medium to longer-term.    The conversation then pivots into the opportunities Sean is seeing in US equities, particularly in online finance and fintech with ETFs like Amplify Transformational Data Sharing ETF (BLOK), and companies like Block, Inc. (NYSE: SQ).  Additionally, Sean remains constructive on large companies and mega-cap tech stocks that can weather the higher for longer interest rates, like Nvidia, Amazon, and Alphabet/Google.    Next we discuss how the Trump administration has been vocal about revoking portions of the Inflation Reduction Act targeting funds for renewable energy, critical minerals, and even nuclear power.  Sean believes sectors like wind and solar energy may indeed languish, for a number of reasons, but is far more bullish on the uranium equities and nuclear power stocks. We wrap up with a nuanced discussion on the importance of having a diversified investing approach and how Sean approaches his own diversified portfolio.    Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends   Click here to learn more about Resource Trader

Empiricus Puro Malte
PODCA$T #70 - O mundo está desacelerando? Big techs, Dólar e Nubank

Empiricus Puro Malte

Play Episode Listen Later Nov 1, 2024 60:43


{ACESSE ABAIXO AS CARTEIRAS MENSAIS PARA OUTUBRO}Ações: https://emprc.us/JZgVPV BDRs: https://emprc.us/5uMAJaDividendos: https://emprc.us/qD3SwgFIIs: https://emprc.us/ADxPqj----------------------Este é o septuagésimo episódio do Empiricus Podca$t, que tem como objetivo falar de tudo que está acontecendo no mundo dos investimentos de forma descomplicada.Nessa edição do programa Larissa Quaresma e João Piccioni, recebem Enzo Pacheco, analista internacional da Empiricus Research e Pedro Carvalho, especialista de tecnologia da Empiricus Gestão para bater um papo sobre as coisas mais relevantes do mercado financeiro.

Levante Ideias de Investimento
Fechamento de Mercado - 30 Out. 24

Levante Ideias de Investimento

Play Episode Listen Later Oct 30, 2024 46:47


Conheça o método SGR através do grupo exclusivo: https://lvnt.app/evowa8 30/10 - Bolsa estável, Carrefour +4%, WEG -5% e Dólar R$ 5,76 Olá, seja bem-vindo a mais um Fechamento de Mercado, comigo Flávio Conde e Ricardo Afonso, e hoje é quarta, dia 30 de outubro, e o programa de hoje é dedicado a equipe de Vendas da Levante. Escreva para o Whatsapp 11984353455. O Ibovespa fechou praticamente, aos 130.683 pontos, com volume mais fraco ainda de R$ 15 bi, R$ 10 bi abaixo da média de R$ 25 bi das terças. Por que a Bolsa performou assim? 1º. A bolsa abriu em alta e bateu a máxima do dia, 131 mil, às 11h, para depois dicar oscilando entre 130,5 mil e 130,9 mil sem direção definida. No Brasil, as altas do petróleo e minério não foram suficientes para fazerem as ações de Petrobras e Vale subirem, mas sim a insistência do dólar em nível alto de R$ 5,76 e a impaciência do mercado com a demora do ministro Haddad de vir com um conjunto de medidas para cortar despesas do governo federal em 2024 e 25. Os bancos tiveram comportamento misto enquanto Suzano e JBS continuam a avançar e PRIO seguiu a alta do petróleo. WEG com resultados crescentes e sólidos no 3T24 caíram -5%, mas isso já tinha ocorrido em outros trimestres com no terceiro de 2023, quando as ações despencaram 10% a R$ 31,50 com algumas corretoras, como a Goldman, não gostando do baixo crescimento de receitas e lucros. Hoje, a Goldman fez o mesmo: não se animou com os resultados e reiterou a recomendação de venda. Assim, as ações WEGE3 fecharam a R$ 53,85. 2º. Na B3, 7 ações subiram entre as 15 ações mais negociadas com destaques para: PRIO3 1,6% R$ 41,18, SUZB3 1,1% R$ 60,19 e VIVT3 1,4% R$ 52,62. 3º. Já 8 ações caíram entre as mais negociadas com destaques para: WEGE3 -5% R$ 53,85, PETR4 -0,30% R$ 35,91 e VALE3 -0,20% R$ 62,53. 4º. O preço do petróleo subiu 2,5%, a US$ 73,0 de US$ 71,6, ontem, dentro do limite da volatilidade diária de -/+2%, e foi mais um correção técnica depois da queda de ontem.. 5º. O minério de ferro subiu 0,8% para US$ 110 de US$ 109 por tonelada, como ontem, e sem novidades. 6º. As bolsas americanas caíram um pouco, -0,56% o Nasdaq e -0,22% o Dow, com investidores animados com os resultados da Alphabet (Google) acima do esperado e a cia. dizendo que os investimentos em inteligência artificial (IA) estão começando a dar fruto. Porém, a alta das taxas de juros dos títulos de 10-anos para 4,30% a.a. de 4,25% a.a. 7º. O dólar à vista ficou estável em R$ 5,76, que é um nível alto, porque continua a preocupação do mercado com as contas públicas que estão negativas – déficit fiscal – esse ano e até agora nenhuma medida de corte de gastos pelo governo federal. MAIORES ALTAS CVCB3 +4.35% R$ 2,16 MGLU3 +4.01% R$ 9,60 CRFB3 +3.32% R$ 7,47 MRVE3 +3.02% R$ 7,17 CYRE3 +3.01% R$ 21,87 MAIORES BAIXAS WEGE3 -5.16% R$ 54,00 EMBR3 -2.08% R$ 49,08 IRBR3 -1.73% R$ 43,14 RDOR3 -1.69% R$ 29,62 UGPA3 -1.28% R$ 20,82 Conheça a Levante Investimentos: Conheça nossas *Séries de Investimentos*: https://lvnt.app/4q3u3b Acompanhe nosso Instagram: https://www.instagram.com/levante.investimentos/ Fique ligado nas principais notícas do mercado no nosso canal no Telegram: https://lvnt.app/zuntm0

Finansredaksjonen
Analytiker-massasje og sannhetens time

Finansredaksjonen

Play Episode Listen Later Oct 30, 2024 26:27


Oktober er en skummel måned. Ikke bare er det Halloween. Det er også fremleggelse av tredje kvartals resultater.I ukens episode av Finansredaksjonen snakker vi om hvorfor tredje kvartal er en sannhetens time for mange selskaper.I tredje kvartal begynner selskapene å gjøre opp status for året. Har de klart å nå målene de satt ved inngangen av året eller ikke. Signaler sendes ut til analytikerne i meglerhusene som følger selskapene og selv om det selvfølgelig ikke kan gis konkrete tall om det kommende resultatet, så forsøkes det nok å si noe om stoda. – Analytiker-massasje, kaller børskommentator Thor Christian Jensen det. For Daytradere er resultatsesongen en god mulighet til å tjene raske gevinster. Resultater skaper ofte kursbevegelser – i en eller annen retning – og volatilitet er dopet daytradere er avhengig av. Tirsdag kveld leverte det første av de store amerikanske tech-selskapene resultat, Alphabet (Google). Selskapet fortsetter å tjene vanvittig med penger, og ble sendt rett opp på Wall Street. I Norge har det kommet en rekke resultater som har slått analytikernes forventninger. Orkla overrasket positivt og fikk en belønning på fem prosent kurshopp på børsen. Endelig begynner strategien å virke, sier Jensen. Telenor, DNB, Equinor, Storebrand, Gjensidige og Kongsberggruppen har også levert svært gode resultater for tredje kvartal. Hosted on Acast. See acast.com/privacy for more information.

Levante Ideias de Investimento
Fechamento de Mercado - 28 Out. 24

Levante Ideias de Investimento

Play Episode Listen Later Oct 28, 2024 45:10


Conheça o método SGR através do grupo exclusivo: https://lvnt.app/evowa8 28/10: Bolsa +1%, AZUL4 +14% e HYPE3 -8% Olá, seja bem-vindo a mais um Fechamento de Mercado, comigo Flávio Conde e Ricardo Afonso, e hoje é 2ª. feira, dia 28 de outubro, e o programa de hoje é ao Nicoletti, Sarkis, Gílson, Eliseu de Santa Teresa RJ, Robson, Fabíola, Giovanini, Costa e Careca Russo (Brava?) O Ibovespa fechou em alta de +1%, aos 131.212 pontos, com volume fraco de R$ 17 bi, R$ 8 bi abaixo da média de R$ 25 bi das sextas. Por que a Bolsa performou assim? 1º. A bolsa abriu em alta e subiu o dia inteiro com leve recuos e voltando sempre para cima fechando com alta de +1% aos 131.212 pontos. A alta do Ibovespa foi causada pela combinação de petróleo despencado -5% a US$ 72 em função dos mísseis de Israel terem atingido apenas alguns alvos militares diminuindo sensivelmente o risco de escalada da guerra no Oriente médio, mais a subida de +2,3% do minério de ferro na China para US$ 110 por tonelada, mais a estabilidade do dólar e leve queda dos juros futuros que fez ações de bancos subirem lideradas pela Bradesco que divulgará resultados na quinta, mais alta de ações de cias. de carnes. 2º. Na B3, apesar do volume fraco e sem nenhuma ação ter alcançado R$ 1 bilhão de volume financeiro, 11 ações subiram entre as 15 ações mais negociadas com destaques para: AZUL4 14% R$ 6,11% em função de acordos com seus atuais detentores de títulos de dívida da cia. que possibilitará até US$ 500 milhões (R$ 2,850 bilhões ao câmbio de R$ 5,70); VALE3 1,8% R$ 62,88 por conta da alta de 2,3% do minério mais o bom momento pós-acordo de indenização das vítimas – pessoas físicas até governos - sobre desastre de Mariana (Samarco, VALE + BHP); SUZB3 0,70% R$ 59,37 ainda refletindo os resultados recordes da cia. no 3T24; ITUB4 1,5% R$ 35,84 com expectativa positiva de resultados, a serem divulgados dia 4/11, com lucro líquido recorde em torno de R$ 11 bi; e BBDC4 1,8% R$ 15,20 que divulgará dia 31/10, 5a. feira, antes das 10h, com projeções de lucro entre R$ 5,0 bi e R$ 5,2 bi. 3º. Apenas 5 ações caíram entre as mais negociadas com destaques para: PETR4 -0,20% R$ 36,09 em função da queda do preço do petróleo, BBAS3 -0,20% R$ 26,32, PRIO3 -1,7% R$ 40,95 e HYPE3 -8,7% R$ 23,92. 4º. O preço do petróleo despencou -5%, a US$ 72 de US$ 75,9, sexta, muita acima do limite da volatilidade diária de -/+2%, com investidores acreditando que a guerra no Oriente Médio pode não aumentar e, portanto, parte do sobrepreço do petróleo teria sido tirado hoje. 5º. O minério de ferro apresentou alta de 2,3% para US$ 110,0 de US$ 108,1 por tonelada, sexta, com parte de investidores acreditando que recentes medidas de estímulos monetários pelo governo chinês surtirão efeitos na economia e na procura por aço que demandará mais minério. 6º. As bolsas americanas subiram, 0,30% o Nasdaq e 0,65% o Dow, com investidores de novo comprando ações das big techs que divulgarão resultados nessa semana: Alphabet/ Google (terça), Meta/Facebook e Microsoft (quarta), e Apple e Amazon (quinta). O Dow subiu liderado pela Dow, 4%, Goldman, 2%, JPMorgan, 1.4% e McDonald´s, 1,4% 7º. O dólar à vista ficou estável a R$ 5,70, seguindo o dólar no exterior. 8º. O saldo de investimentos estrangeiros no mercado secundário da Bovespa, de ações já em circulação, ficou negativo em R$ 45 milhões na quinta-feira, 24 de outubro, conforme dados da B3. No mês de outubro, o saldo acumulado pelos estrangeiros está negativo em R$ 3,1 bilhões. No ano, os estrangeiros tiraram da Bovespa R$ 23,4 bilhões. Os estrangeiros respondem por 58,30% do volume negociado em outubro e por 55,20% do volume no ano. MAIORES ALTAS AZUL4 +13.99% R$ 6,11 IRBR3 +6.80% R$ 44,16 BRFS3 +4.71% R$ 25,56 UGPA3 +4.48% R$ 21,00 JBSS3 +4.07% R$ 36,03 MAIORES BAIXAS HYPE3 -8.70% R$ 23,92 PRIO3 -1.68% R$ 40,95 BRAV3 -1.35% R$ 16,80 EMBR3 -1.25% R$ 48,94 PCAR3 -0.95% R$ 3,14

Marketplace All-in-One
Notes from a Nobel winner

Marketplace All-in-One

Play Episode Listen Later Oct 15, 2024 9:06


On today’s program, we’re joined by Simon Johnson at MIT, who yesterday was one of several U.S. economists to win the Nobel Memorial Prize in Economic Sciences. He studied which systems and institutions contribute to prosperity and which contribute to poverty and inequality. We’ll hear Johnson’s conversation with “Marketplace Morning Report” host David Brancaccio. Also, Alphabet/Google is turning to nuclear reactors to fuel artificial intelligence systems.

Marketplace Morning Report
Notes from a Nobel winner

Marketplace Morning Report

Play Episode Listen Later Oct 15, 2024 9:06


On today’s program, we’re joined by Simon Johnson at MIT, who yesterday was one of several U.S. economists to win the Nobel Memorial Prize in Economic Sciences. He studied which systems and institutions contribute to prosperity and which contribute to poverty and inequality. We’ll hear Johnson’s conversation with “Marketplace Morning Report” host David Brancaccio. Also, Alphabet/Google is turning to nuclear reactors to fuel artificial intelligence systems.

Alles auf Aktien
Zweifel an iPhone-KI und der Aktien-Gamechanger Riester 2.0

Alles auf Aktien

Play Episode Listen Later Oct 8, 2024 22:33


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über steigende Ölpreise und Renditen, fallende Big-Tech-Titel und einen Aktienrückkauf bei Hellofresh. Außerdem geht es um Apple, Alphabet (Google), Amazon, Tesla, Adobe, Rio Tinto, Arcadium Lithium, Sayona Mining, Lithium Americas, Albemarle, Sociedad Quimica y Minera de Chile, Rock Tech Lithium, Zinnwald Lithium, Tesla, CATL, BYD, LG Energy, Panasonic, Samsung SDI, Ganfeng Lithium, Tianqi Lithium, Sigma Lithium, Global X Lithium & Battery Tech ETF (WKN: A2QPB3). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Health Literacy 2.0 Podcast
Episode 46 - Shubhi Rao from Uplevyl

The Health Literacy 2.0 Podcast

Play Episode Listen Later Oct 7, 2024 28:47


In this episode of The Health Literacy 2.0 Podcast, Seth Serxner is joined by Shubhi Rao, founder and CEO of Uplevyl, a platform dedicated to using AI and technology to support and uplift women in the workforce while also supporting holistic health and wellness.Shubhi Rao is a distinguished executive who began her career as an engineer, holding dual degrees in Computer Science and Biomedical Engineering. After five years in engineering, she transitioned into leadership roles at companies like Alphabet/Google, Tesco, PwC, Tyco, and Ford, becoming the first woman and person of color to serve as Treasurer at both Alphabet/Google and Tesco. Shubhi is currently a Board Member at Open Lending Corp and the founder of Uplevyl, an AI platform aimed at closing the gender gap in organizations. She holds an MBA from the University of Michigan.Uplevyl is a generative AI platform powered by women's insights, offering personalized development tools to equip organizations for future challenges while fostering women leaders and enhancing their overall well-being. The platform provides resources not just for personal, financial, and professional growth, but also for health and wellness, recognizing that personal and professional success are deeply interconnected.In a wide-ranging conversation, Shubhi and Seth discuss:☑️ How Uplevyl utilizes AI and technology to democratize leadership resources for women and support their well-being.☑️ The challenges women face in male-dominated industries and the impact on their mental and physical well-being.☑️ The importance of personalized content that promotes both professional and personal growth.☑️ Shubhi's unique approach to curating high-quality, applicable resources that include insights on health and wellness, finance, career development, and more.☑️ And much more.Learn About EdLogicsWant to see how EdLogics' gamified platform can boost health literacy, drive engagement in health and wellness programs, and help people live happier, healthier lives? Visit EdLogics.

Smartinvesting2000
September 20th, 2024 | Retail Sales, Fed's Rate Cut, S&P 500, Dividends, Rate Reductions for Refinancing, Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU)

Smartinvesting2000

Play Episode Listen Later Sep 20, 2024 55:40


Retail sales shows the consumer is still spending August retail sales were expected to decline 0.2% in the month, but the consumer was more resilient than anticipated as they actually grew 0.1% compared to the month of July. Compared to last August, retail sales were up 2.1%. Gas stations were the biggest negative in the report as lower prices for oil and gasoline lead to a 6.8% decline compared to the prior year. If this volatile category was excluded from the headline number, retail sales would have climbed by a more impressive 2.9%. Areas of strength included nonstore retailers (+7.8%), healthcare & personal care stores (+3.5%), food services & drinking places (+2.7%), and electronics & appliance stores (+1.9%). Two areas that continued to bring down retail sales were furniture & home furnishing stores (-0.7%) and building material & garden equipment & supplies dealers (-0.1%). While this report doesn't point to a booming consumer, it definitely doesn't show an economy that is in recession.    What should investors do after the Fed's rate cut? What should investors expect going forward when interest rates decline? Going back 50 years, when the Fed begins its interest rate cuts, 16 out of 23 times 6 months after the first cut the stock market was higher. Could this be like one of those seven times it is not higher six months from now? Investors have to realize that valuations for the market are very high and this could lead investors holding those high valuation equities to sell the news. I do believe if you were a strong investor and have watched what you have paid for the earnings and cash flow of what you have invested in, you should be OK. But if you do hold in your portfolio equities trading at 25 to 35 times forward earnings, this could be a buy the rumor, sell the news situation. At our firm, Wilsey Asset Management, I know our portfolio has an average forward P/E ratio of around 12. I believe this is a very comfortable place to be in this crazy time. I would advise you to analyze your portfolio to be sure it is not overvalued.   Why you should be careful investing in the S&P 500! People continue to shift towards index investing and have a desire to invest in the S&P 500 index fund because they believe it is a good diversified investment. I continue to worry that people do not realize how risky this index has become with the overconcentration in just a few expensive stocks. The S&P 500 currently has a forward P/E of around 22-23x, which is well above the historical average of around 16-17x. The reason for this elevated figure is the outsized weight of the expensive growth stocks. If you look at the 10 largest stocks, which are Apple, Microsoft, Nvidia, Amazon, Alphabet (Google), Meta (Facebook), Berkshire Hathaway, Eli Lilly, Broadcom, and Tesla they now occupy over 35% of the entire index and their average forward P/E is lofty at nearly 40x. People believe they are getting a diversified portfolio, but Apple (6.86%), Microsoft (6.72%), and Nvidia (6.24%) all have larger weights than the entire sectors of real estate (2%), materials (2%), utilities (2%), energy (4%), and consumer staples (6%). Communication services has a weighting of 9%, but Meta and Alphabet make up a combined 43% of the Communication Services SPDR ETF. Consumer discretionary has a weighting of 10%, but Amazon and Tesla make up over 38% of the Consumer Discretionary SPDR ETF. While the performance of the S&P 500 has been great over the last decade, if the performance of these mega cap stocks turn so will the index. With these expensive valuations, I just don't see exciting returns over the next decade. I definitely don't believe they will even be close to what we saw over the last 10 years. Just for reference, the remaining sectors of the S&P 500 are industrials (8%), healthcare (12%), financials (13%), and technology (31%).    How will dividends impact the stock market's return? People may not realize that stock dividends historically have accounted for around 40% of the total return in the stock market. However, because of the unbalanced market over the last 10 years, dividends have accounted for just 16% of the total return. I believe over the next decade as markets adjust to more normalcy, dividends should once again play a larger role in the total return and I wouldn't be surprised to see it return to a similar rate of around 40%. Places you can look for dividends would include real estate investment trusts, utilities, energy, along with financial stocks and healthcare. But as always, when investing, be sure to make sure the investment is not overpriced and is fundamentally strong based on the financial statements.    How Much of a Rate Reduction is Needed to Refinance? With interest rates coming down, more people are starting to wonder if refinancing makes sense, but how much of an interest rate reduction do you need to be worth it? Half a percent, one percent, more? A lot of people get hung up on the interest rate alone, but you must also factor in the costs associated with getting the loan. When you get a new mortgage there are three types of costs- fees paid to originate the loan like points and underwriting fees, prepaid expenses like interest and homeowner's insurance, and other 3rd party fees like title and recording fees. When deciding on a refinance, the prepaid fees are irrelevant because they will still be paid whether you refinance or not. That leaves the origination and 3rd party fees as the actual cost it takes to get a new loan. It is important to differentiate the two because mortgage companies often advertise no point or no cost refinances, but they are generally referring to the origination fees. As the borrower you still have to pay the other miscellaneous fees, you just aren't paying them to the lender. Most people are familiar with points which are upfront fees in exchange for a lower interest rate. Over time the interest savings makes up for the points but only if you keep the same loan. You would not want to pay points if you expect to refinance again or sell in the foreseeable future. Since most people agree that interest rates are at least slightly coming down, most borrowers should not be paying points as there will likely be an opportunity to refinance at a lower rate. Instead of paying points, you can do the opposite and accept a higher interest rate in exchange for “lender credits”. These credits can then be used to pay the fees which results in a true “no-cost” refinance. Consider a situation where you have a mortgage at 7% and the ability to refinance into a 6% loan but at a cost of $15,000 in fees. Instead, it would likely make sense to refinance into a higher 6.5% loan using credits to cover the cost and then refinance again in 6 months assuming rates will be lower. In other words, you wouldn't want to spend an extra $15,000 to save $1,500 in interest over the next 6 months. With this logic, even the smallest rate reduction at no cost would still make sense.   Companies Discussed:  Nike Inc. (NKE), Snap Inc. (SNAP) & Lululemon Athletica Inc (LULU)

NY to ZH Täglich: Börse & Wirtschaft aktuell
Es überwiegt die Gier! – Wird die FED auch liefern? | Die Marktwoche | Swissquote

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later Sep 16, 2024 34:39


Mon, 16 Sep 2024 04:00:00 +0000 https://markt-trends-swissquote.podigee.io/1135-new-episode b32e3494cc4e01b35c7cf74a3dd6354f Der Markt hat sich entschieden – und will wieder hoch. Es sieht so aus, als das alles auf Rallye eingestellt ist. Das das auch nur ein Trugschluss sein kann, zeigt Wieland Arlt, CFTe und Präsident der IFTA in dieser Ausgabe der Marktwoche im Detail auf. 00:00 Begrüßung und Einleitung 02:04 Aktuelle Daten 07:54 FDAX (Future) 13:40 SMI (Future) 16:39 Nikkei 225 (Future) 18:38 S&P500 (Future) 21:39 Nasdaq 100 (Future) 24:06 Dow Jones (Future) 25:44 Alphabet (Google) 28:28 Visa 30:58 Apple 32:50 Abschluss 34:28 Disclaimer Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 20 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. DAX #SMI #DowJones #SP500 #Nasdaq100 #Alphabet #Visa #Apple full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Üb

Alles auf Aktien
Nasdaq-Sparplan mit Hebel und Hoffen auf neuen iPhone-Superzyklus

Alles auf Aktien

Play Episode Listen Later Sep 10, 2024 19:25


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über eine Spielverderberin bei Adidas, eine Hedgefonds-Attacke bei Ubisoft und den Ritterschlag von Palantir. Außerdem geht es um Sartorius Vz., Alphabet (Google), AT&T, Microsoft, IBM, Oracle, Amazon, ARM Holding, ResMed, Invesco EQQQ Nasdaq-100 thesaurierend (WKN: A2N6RV), WisdomTree NASDAQ 100 3x Daily Leveraged ETF (WKN: A3GL7E). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Levante Ideias de Investimento
Fechamento de Mercado - 06 Set. 24

Levante Ideias de Investimento

Play Episode Listen Later Sep 6, 2024 43:00


Quer melhorar a performance da sua carteira e minimizar os riscos? Preencha o formulário para participar da pré consultoria com o meu time de especialistas e conhecer a estratégia de maior sucesso da Levante: https://app.pipefy.com/public/form/Jy... 06/09 - Bolsa Cai -1,4%, CMIN +4%, AZUL -6% e R$ 5,59 O Ibovespa voltou a cair bem, -1,4%, para 134.572 pontos, com volume fraco de R$ 18 bilhões, R$ 7 bilhões abaixo da média de R$ 25 bilhões das sextas. Por que a Bolsa performou assim? 1º. A bolsa já abriu caindo e recuou quase 2 mil pontos no dia. O motivo da queda acentuada foram as baixas das bolsas, -2,5% o Nasdaq e -1%, em função da geração de empregos abaixo do esperado em agosto, 142 mi versus 160 mil esperado, e julho, que foi revisado de 114 mil (já baixo) para 89 mil (pior ainda). Esses dois números de empregos gerou um temor exagerado de que a economia americana está desacelerando mais do que esperado. Aí, parte de investidores resolveram vender ações principalmente, ações de tecnologia que vinham subindo bem no ano como: Nvidia, Amazon, Alphabet Google, Meta Facebook e AMD. 2º. Na B3, pela primeira vez no ano, 15 das 15 ações mais negociadas caíram sendo as piores: 3R -5%, MGLU3 -4%, EMBRE3 -3,9%, B3SA3 -2,9% e PRIO3 -2,4%. 3º. O preço do petróleo voltou a cair, -1,7% hoje, fechando a US$ 71,5 de US$ 72,7, ontem, dentro do limite da volatilidade diária de -/+2%, e seguindo a piora do mercado americano. 4º. O preço do minério de ferro subiu 1% para US$ 96,5 de US$ 95,6 por tonelada, ontem, dentro da volatilidade diária de -/+2%, mas continua num preço baixa e pouco atrativo. 5º. O dólar à vista finalmente voltou a subir para R$ 5,59, 2 centavos acima dos R$ 5,67, de ontem, e sem novidades. 6º. Nos EUA, os títulos de 10-anos caíram pelo dia e foram de 3,72% para 3,71% a.a. com os dados mais fracos da geração de empregos em agosto e julho. No Brasil, as taxas de juros dos títulos do Tesouro do Brasil recuaram, de novo, seguindo as taxas americanas, com o Prefixado 2031 indo 12,02% para 11,88% a.a., numa das maiores quedas desde julho. 7º. O saldo de investimentos estrangeiros ficou positivo em R$ 276 milhões na quarta-feira, 4 de setembro, conforme dados da B3. Com isso, o saldo acumulado em setembro está negativo em R$ 59 milhões. No ano pelos estrangeiros está negativo em R$ 21,5 bilhões. MAIORES ALTAS CMIN3 +4.22% R$ 6,18 BRKM5 +3.00% R$ 18,90 CSNA3 +0.61% R$ 11,60 VIVA3 +0.47% R$ 27,97 STBP3 +0.29% R$ 13,68 MAIORES BAIXAS AZUL4 -6.33% R$ 4,44 RRRP3 -5.57% R$ 22,87 PCAR3 -4.69% R$ 3,05 RECV3 -4.17% R$ 19,28 MGLU3 -4.07% R$ 11,80 Conheça a Levante Investimentos: Conheça nossas *Séries de Investimentos*: https://lvnt.app/4q3u3b Acompanhe nosso Instagram:   / levante.investimentos   Fique ligado nas principais notícas do mercado no nosso canal no Telegram: https://lvnt.app/zuntm0

The Chad & Cheese Podcast
Upwork Over Indeed

The Chad & Cheese Podcast

Play Episode Listen Later Aug 16, 2024 45:26


This week, the boys discuss the Olympics, layoffs at Paramount and Cisco. Plus, they analyze the financial performance and strategies of companies like Indeed, Upwork, ZipRecruiter, and Seek. They also touch on the challenges faced by job boards and the impact of AI on the industry. Additionally, they discuss the potential breakup of Alphabet (Google) due to antitrust concerns and the use of OnlyFans by Olympic athletes to fund their dreams. Chapters 00:00 - Introduction and Olympics Recap 08:21 - Leadership Decisions at Paramount and Cisco 16:15 - Starbucks Goes Off the Deep End 18:09 - Earnings Reports: ZipRecruiter, Recruit Holdings, Upwork, and Seek 19:16 - Concerns about Layoffs and Adaptation 23:12 - The Impact of AI on Jobs 24:09 - Challenges Faced by Job Boards 27:45 - Sprockets: A Poor Man's Paradox 29:11 - The State of the Recruitment Industry 37:15 - Google's Potential Breakup and Remote Work 43:00 - Olympic Athletes on OnlyFans Keywords Chad and Cheese, podcast, Olympics, layoffs, Paramount, Cisco, earnings reports, ZipRecruiter, Recruit Holdings, Upwork, Seek, recruitment industry, financial performance, strategies, job boards, AI, Indeed, Upwork, ZipRecruiter, Seek, Alphabet, Google, antitrust, OnlyFans, Olympic athletes

Empiricus Puro Malte
PODCA$T #59 - SUPER QUARTA! COMPRA OU VENDE: DÓLAR, TECH E BRASIL

Empiricus Puro Malte

Play Episode Listen Later Aug 1, 2024 53:52


ACESSE AS MELHORES BDRS PARA AGOSTO: https://emprc.us/ClXwCb-------Este é o quinquagésimo nono episódio do Empiricus Podca$t, que tem como objetivo falar de tudo que está acontecendo no mundo dos investimentos de forma descomplicada.Nessa edição do programa Larissa Quaresma e João Piccioni, recebem Matheus Spiess, analista especialista em macroeconomia da Empiricus e Enzo Pacheco, analista de ações internacionais da Empiricus, para bater um papo sobre as coisas mais relevantes do mercado financeiro.

StockInvest.us Stock Podcast
#31/2024 - The Week Of Quarter Results

StockInvest.us Stock Podcast

Play Episode Listen Later Jul 28, 2024 26:11


Week 31 will be a week where more than 170 companies present their quarter results, included big companies like Microsoft, Meta, Boeing, Apple, Pfizer, Starbucks, McDonald and Advanced Micro Devices to mention some. In last week's podcast we mentioned a highly volatile market with the chance of red days with more than 3% fall and the possible good bet on a short in Alphabet (Google). This week will be yet a bumpy ride where the good day traders have the chance to net some real solid profits. This and much more in this week's "Trading Tips With Jim". Tune in!

VG Daily - By VectorGlobal
¿La inteligencia artificial está funcionando? Revelaciones en los reportes de Google, Visa y Tesla

VG Daily - By VectorGlobal

Play Episode Listen Later Jul 24, 2024 15:32


En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos analizan los últimos reportes corporativos, comenzando con Visa y el futuro del procesamiento de pagos. Luego, discuten en profundidad el reporte de Tesla, examinando las razones detrás de estos malos resultados y su futuro. Finalmente, detallan los resultados de Alphabet (Google), destacando el crecimiento en su negocio de publicidad y servicios en la nube​.

Capital, la Bolsa y la Vida
Podcast: Google (Alphabet) prepara la mayor compra de su historia

Capital, la Bolsa y la Vida

Play Episode Listen Later Jul 15, 2024 1:51


Alphabet (Google) ultima la compra de de Wiz por 23.000 millones de dólares

Alles auf Aktien
Sommersonnenwende bei Tech-Titeln und KI-Mirakel bei Accenture

Alles auf Aktien

Play Episode Listen Later Jun 21, 2024 19:59


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Gileads Durchbruch mit einer neuartigen HIV-Medizin, Gold, das von wieder erwachter Zinssenkungsfantasie profitiert und auf welche Weise Euch Kunst wirklich bereichert. Außerdem geht es um Nvidia, Dell, Super Micro Computer, AMD, Evotec, Hypoport, Encavis, Aurubis, Salzgitter, Accenture, Alphabet (Google) und iShares Core MSCI World (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Alles auf Aktien
Apples KI-Enttäuschung und unglaublich gute Dividenden-Aktien

Alles auf Aktien

Play Episode Listen Later Jun 11, 2024 17:42


In der heutigen Folge von “Alles auf Aktien” sprechen die Finanzjournalisten Laurin Meyer und Nando Sommerfeldt über strauchelnde Nachbarn nach der Europawahl, dunklere Wolken über SMA Solar und einen Schock für Nvidia-Aktionäre. Außerdem geht es um BNP Paribas, Société Générale, Crédit Agricole, Nordex, AMD, Microsoft, Amazon, Alphabet (Google), York Water, Church & Dwight, Procter & Gamble, Dover Corporation, Genuine Parts, Altria, Johnson&Johnson, Coca-Cola, Sysco, Cincinnati Financial, Emerson Electric, Generali, Allianz, TotalEnergies, Sanofi, Novartis und Munich Re. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

StockInvest.us Stock Podcast
#17/2024- Quarter Results & Inflation Numbers | Time for SNAP?

StockInvest.us Stock Podcast

Play Episode Listen Later Apr 22, 2024 30:37


This week, heavy hitters like Meta, Microsoft, General Motors, General Electric, Alphabet (Google), and Tesla will release their quarterly results. By the end of the week, we'll have more insights into the GDP and inflation, as PCE numbers are set to be released on Friday. Expect a volatile week where the oversold Nasdaq could bounce back, at least temporarily. In the $1,000 challenge, Asteria (ATXS) has been sold at a loss, setting the portfolio back to $1,944, which will be reinvested into Snap Inc (SNAP) this week. Tune in for a brief podcast covering the main events of the week.

Alles auf Aktien
Wende beim Halbleiter-Hype und die abgestrafte Wein-Aktie

Alles auf Aktien

Play Episode Listen Later Apr 22, 2024 19:57


In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über Ernüchterung bei TUI-Aktionären, die nächste Rabatt-Aktion bei Tesla und einen neuen Interessenten für Paramount Global. Außerdem geht es um RTX Corp. (Raytheon), Bitcoin, Nvidia, Broadcom, AMD, Intel, TSMC, Arm, Micron Technology, Meta Platforms, Alphabet (Google), Amazon.com und Hawesko. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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.) Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Minimum Competence
Legal News for 4/16 - Giuliani Fails to Overturn $148M Verdict, SCOTUS Rules on Idaho Trans-care Ban, Implications of 1/6 Riot cases on DJT and Claims Against Zuck Dismissed

Minimum Competence

Play Episode Listen Later Apr 16, 2024 9:04


This Day in Legal History: MLK's Letter from Birmingham JailOn April 16, 1963, Martin Luther King, Jr., a central figure in the American civil rights movement, penned one of the most significant literary pieces in American history—his "Letter from Birmingham Jail." His writing came during a pivotal time for civil rights, following his arrest for participating in nonviolent demonstrations against segregation in Birmingham, Alabama. King's letter was a response to a public statement made by eight white Alabama clergymen criticizing his actions and the protests, calling them "unwise and untimely."In his letter, King eloquently defended the strategy of nonviolent resistance to racism, arguing that people have a moral responsibility to break unjust laws and to take direct action rather than waiting potentially forever for justice to come through the courts. He addressed the criticism of "outsiders coming in," asserting his rights to be anywhere in the country as a citizen and highlighting the interconnectedness of communities.King's letter not only responded to the specific criticisms of the clergymen but also discussed the broader issues of justice, the pain of racial prejudice, and the urgent need for change. His profound insights included the famous quote, "Injustice anywhere is a threat to justice everywhere." This letter is celebrated for its eloquent language and its poignant call for understanding and empathy toward the struggles of African Americans.The "Letter from Birmingham Jail" remains a cornerstone in the literature on civil and human rights and a seminal piece in American legal and social history. It has been used in university curricula, quoted by scholars, and remains a powerful example of effective communication and advocacy. King's insights continue to be relevant in discussions about justice, equality, and human rights, resonating with audiences around the world and influencing movements for social justice. This day in legal history not only marks a moment of profound individual reflection but also a landmark in the collective struggle for civil rights in America.A judge has dismissed Rudolph Giuliani's attempt to overturn a $148 million defamation verdict awarded to two Georgia poll workers he wrongfully accused of rigging the 2020 presidential election. Giuliani, the former mayor of New York, had appealed to the US District Court for the District of Columbia to reverse a December ruling that held him liable for defamation and intentional infliction of emotional distress. The judge, Beryl A. Howell, described Giuliani's arguments for a new trial or a reduced award as "threadbare" and indicated that a retrial would likely yield the same outcome.Judge Howell also dismissed Giuliani's claims that the emotional distress suffered by poll workers Ruby Freeman and her daughter Shaye Moss was not directly caused by his actions. Additionally, Giuliani's consistent failures to adhere to court procedures, including discovery and payment of attorney fees, further weakened his case, leading Howell to affirm the substantial judgment against him.Following the ruling, Giuliani, who declared bankruptcy in December, is now struggling to protect his assets, including a $3.5 million condo in Palm Beach and a $5.6 million Manhattan home he plans to sell. His financial disclosures reveal assets of $10.6 million against liabilities nearing $153 million. The ongoing legal battle continues as Freeman and Moss are represented by Willkie Farr & Gallagher LLP, while Giuliani is represented by Camara & Sibley LLP.Giuliani Loses Bid to Reverse $148 Million Defamation VerdictThe U.S. Supreme Court has allowed Idaho to enforce a ban on gender-transition care for minors, affecting a significant cultural and legal debate over transgender rights. This decision temporarily sets aside a federal district court ruling that had prevented Idaho from implementing the law statewide, with the exception of the two teenagers who brought the lawsuit and can continue their treatment. The majority of justices emphasized that their decision focused more on the scope of the lower court's injunction rather than the legality of the ban itself.Justices Neil Gorsuch and Brett Kavanaugh, in separate opinions, addressed the problematic nature of broad injunctions issued by single judges, suggesting a need to reconsider such judicial powers. Kavanaugh, supported by Justice Amy Coney Barrett, hinted at potentially backing restrictions on nationwide and statewide injunctions to reduce emergency interventions by the Supreme Court.This procedural decision represents a setback for transgender-rights advocates. The American Civil Liberties Union, representing the two teens, criticized the ruling for disrupting essential care for many families. On the other hand, dissenting Justices Elena Kagan, Sonia Sotomayor, and Ketanji Brown Jackson expressed that the Supreme Court's intervention was unnecessary at this stage.Idaho's law prohibits various treatments for transgender youth, including puberty blockers and hormone therapy, with severe penalties for healthcare providers. The state argues that the law protects children from potentially harmful medical procedures. However, opponents contend that the ban contradicts established clinical guidelines for treating gender dysphoria and violates constitutional rights, including the equal protection clause and parental rights to medical decision-making for their children.This legal battle continues amid broader national discussions, with similar laws in other states facing legal challenges. The Supreme Court's upcoming decisions could further shape the national landscape of healthcare rights for transgender minors.Supreme Court Lets Idaho Enforce Trans-Care Ban for Now (1)The U.S. Supreme Court is currently considering the case of Joseph Fischer, a Pennsylvania man implicated in the January 6, 2021, Capitol riot, who is attempting to evade an obstruction charge. This case holds significant implications for the broader federal prosecution, including that of former President Donald Trump. The charge in question involves obstructing an official proceeding, specifically the congressional certification of President Joe Biden's electoral victory, which the rioters aimed to halt.Fischer's defense argues that the obstruction charge should be narrowly applied only to acts of evidence tampering. This interpretation, if upheld by the Supreme Court, could complicate—but not preclude—the application of the same charge against Trump, who faces similar accusations in a case brought by Special Counsel Jack Smith.Currently, about 350 out of approximately 1,400 individuals charged in connection with the Capitol attack are facing obstruction charges, which can carry a sentence of up to 20 years. However, those convicted on this charge have generally received much lighter sentences.Fischer also faces six additional criminal counts, including assaulting officers and civil disorder. He was involved in direct confrontations with police during the Capitol breach, including charging at officers and pressing against an officer's riot shield. He was in the Capitol for a brief period before being expelled by police.The legal battle over the scope of the obstruction statute follows a reversal by the U.S. Court of Appeals for the District of Columbia Circuit, which countered a lower court's decision that limited the charge to evidence tampering. This ongoing legal debate occurs as Trump, who is also facing other federal criminal charges, continues to declare his innocence and denounce the proceedings as politically motivated. The outcome of Fischer's case could potentially influence the legal strategies in Trump's prosecution regarding his actions surrounding the 2020 election.US Supreme Court tackles rioter's obstruction case, with Trump implications | ReutersMark Zuckerberg, CEO of Meta Platforms, recently achieved a partial legal victory when U.S. District Judge Yvonne Gonzalez Rogers dismissed several claims against him personally in ongoing lawsuits. These lawsuits involve allegations that Facebook and Instagram, owned by Meta, have caused harm to children. The claims centered around accusations that Zuckerberg, as a public figure and a central voice for Meta, had a duty to truthfully disclose the risks associated with the platforms, especially their potential harm to children.However, Judge Rogers ruled that the plaintiffs could not base their case on Zuckerberg's public prominence or his deeper insights into Meta's operations to establish that he had a personal duty to disclose such risks. She stated that accepting such a premise would unjustly extend a duty of disclosure to any well-known individual.Despite the dismissal of claims against Zuckerberg personally, Meta Platforms still faces numerous lawsuits. These cases, filed by children and their representatives, accuse Meta and other social media giants like Alphabet (Google and YouTube), ByteDance (TikTok), and Snap (Snapchat) of addicting users to their platforms and causing various types of harm, including anxiety, depression, and suicidal behavior.The lawsuits seek both damages and a cessation of practices deemed harmful. The litigation is vast, with many cases still pending that involve multiple states and school districts which have also initiated legal actions against Meta. The outcome of these collective lawsuits could have significant implications for social media regulation and the accountability of tech company executives.Judge dismisses some claims against Meta's Zuckerberg over social media harm | Reuters Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

Equity Mates Investing Podcast
Move over Magnificent 7, meet the Magnificent 11, Bryce's small cap investment & Compounding continued

Equity Mates Investing Podcast

Play Episode Listen Later Apr 7, 2024 36:24


You've probably heard of America's Magnificent 7 - Nvidia, Apple, Microsoft, Alphabet (Google), Tesla, Amazon and Meta (Facebook). In this episode we introduce you to the latest grouping of stocks to watch - the Magnificent 11. Here's what else we cover in this episodeWhy the Magnificent 11 are also known as the GRANOLASWhy Ren isn't convinced by the Magnificent 11 just yetWhich group of stocks have performed better over the past year - the 7 or the 11?Bryce's latest investment - a small cap fund managerWhat you need to do to enjoy the benefits of compoundingResources discussed: Listen to our episodes with Fairlight's Nick CreganListen to our episodes with Fairlight's Will DowdHave a question? Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion Group—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Future of Mobility
#199 - Timothy Papandreou | ETA - The Purpose of Mobility, Systems Thinking & Reimagining Transportation

Future of Mobility

Play Episode Listen Later Mar 17, 2024 60:12


Timothy Papandreou works towards bridging the gap between bleeding-edge innovations, their real-world application, and their impact on the way we live, work, learn, play, heal, and do business. He advises many startups and is a keynote speaker and workshop facilitator on several emerging technology spaces - including generative and predictive AI, supply chain automation, robotics, teleoperations, smart cities, ag-tech, bioplanning, blockchain, digital twins, space economy, and web3. He joins to discuss the purpose and importance of mobility in connecting people to the most important moments in their lives, and what we need to do to do this better. Takeaways The purpose of mobility is to connect people to the most important moments in their lives, whether it's family, work, learning, or other significant experiences. Seamless mobility is crucial for creating a positive city experience, where different modes of transportation work together effectively. Solving mobility issues requires a systems thinking approach, considering the interconnectedness of various factors such as housing, zoning, and transport infrastructure. Addressing housing affordability and zoning is essential for creating more livable and sustainable cities. Implementing fair transport user fees can help allocate resources more efficiently and encourage sustainable modes of transportation. Dealing with pushback and resistance to change requires understanding people's perspectives and finding ways to communicate the benefits of mobility solutions. Storytelling and action are crucial in creating change. The challenge of changing the status quo requires experimentation and feedback. The declining affordability of essential services affects the majority of the population. Empathy and perspective shifting are important in understanding the needs of different stakeholders. Systems thinking and design thinking are valuable approaches in problem-solving. The intersection of AI and systems thinking has the potential to transform various industries. Links: Show notes: http://brandonbartneck.com/futureofmobility/timpapandreou www.emergingtransport.com www.timpapandreou.com Bio Timothy works towards bridging the gap between bleeding-edge innovations, their real-world application, and their impact on the way we live, work, learn, play, heal, and do business. He advises many startups and is a keynote speaker and workshop facilitator on several emerging technology spaces - including generative and predictive AI, supply chain automation, robotics, teleoperations, smart cities, ag-tech, bioplanning, blockchain, digital twins, space economy, and web3. Timothy founded ETA, a global advisory firm to help startups, governments, and corporations accelerate emerging technology innovation. He's held positions for Alphabet/Google's X Moonshot Factory (now as a key advisor on AI Moonshots) with Waymo where he was part of the commercialization team that launched the world's first automated robo-taxi/truck system, and as Chief Innovation Officer for Transport with the City of San Francisco leading various first-of-its-kind policies and projects. Company Description ETA, is a global advisory firm to help startups, governments, and corporations accelerate emerging technology innovation. Future of Mobility: The Future of Mobility podcast is focused on the development and implementation of safe, sustainable, effective, and accessible mobility solutions, with a spotlight on the people and technology advancing these fields. Edison Manufacturing and Engineering: Edison is your low volume contract manufacturing partner, focused on assembly of complex mobility and energy products that don't neatly fit within traditional high-volume production methods. linkedin.com/in/brandonbartneck/ brandonbartneck.com/futureofmobility/

The AI Breakdown: Daily Artificial Intelligence News and Discussions
Bing's Sydney is Back, Unhinged and Very Unaligned

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Play Episode Listen Later Feb 27, 2024 18:04


While everyone has been watching the Gemini controversy (which wiped about $70B off of Alphabet/Google's marketcap yesterday), Bing's Sydney has quietly resurfaced with some disturbing comments. NLW explores the latest. ABOUT THE AI BREAKDOWN The AI Breakdown helps you understand the most important news and discussions in AI.  Subscribe to The AI Breakdown newsletter: https://theaibreakdown.beehiiv.com/subscribe Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown Join the community: bit.ly/aibreakdown Learn more: http://breakdown.network/

Becker Group C-Suite Reports Business of Private Equity
Alphabet Google – 5 Key Points 2-1-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Feb 1, 2024 1:56


In this episode, Scott shares 5 key points on Alphabet Google.

The Financial Exchange Show
Wall Street doesn't love the Microsoft and Google's earnings

The Financial Exchange Show

Play Episode Listen Later Jan 31, 2024 37:39


Chuck Zodda and Paul Lane dissect the earnings reports from Microsoft and Alphabet (Google) and wonder why Wall Street responded the way it did. Todd Lutsky drops by for his weekly segment, Ask Todd. This week, Todd shares what you need to know about qualifying for Medicare at the last minute.

Best In Wealth - Best Practices for Real People, Investments, Retirement Planning, Money Management, Wealth Building, Financi

BRICS is an acronym that denoted the emerging economies of Brazil, Russia, India, China, and South America. The stock market returns were really good. The economies were expected to continue to explode. So people started pouring into the BRICS. Many people who invested did poorly because they were late to the game. Before BRICS, it was popular to invest in the Nifty Fifty (the 50 most popular companies). News columnists are always looking for the next bright, shiny object. The current “Shiny object” is the Magnificent Seven. What is the Magnificent Seven? How do they perform compared to the US stock market? How is the Magnificent Seven performing year-to-date? Will the stock returns persist? I share what you need to know about the Magnificent Seven in this episode of Best in Wealth. [bctt tweet="Should you invest in the Magnificent Seven? I share some research (and my personal opinion) in this episode of Best in Wealth! #investing #PersonalFinance #FinancialPlanning" username=""] Outline of This Episode [1:27] Investing in the BRICS and the Nifty Fifty [4:07] What are the Magnificent Seven? [7:01] How well are the Magnificent Seven doing? [11:03] Will their high performance continue? [16:54] Should you invest in the Magnificent Seven? What are the Magnificent Seven? The Magnificent Seven consists of seven companies in America that are doing the best. It probably won't surprise you that the companies are: Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Tesla, and Meta. These companies have performed very well in 2023. At the end of July, the stock market was doing well. The US stock market return (mostly the S&P 500) was up over 20%. The next few months were horrible. November and December have improved. The S&P 500 was up 24.5% when I recorded this episode. What if we took that 20% return and stripped out the Magnificent Seven companies? The return would go from 20.3% to 10.8%—almost halved. Seven companies—out of 4,000—comprised almost half of the return. Unbelievable. How well are Magnificent Seven doing? These companies have done well in 2023. Secondly, they are so big that when they perform well, it will shock the US Market compared to smaller companies doing well. Ending 12/14/2023, these company's returns are astounding: Apple: Up 58.4% YTD Microsoft: Up 52.74% YTD Google: Up 48.5% YTD Amazon: Up 71.78% YTD Tesla: Up 132% YTD Facebook: Up 167% YTD Nvidia: Up 238% YTD Isn't that Magnificent? But we saw outsized performance just like this in the BRICS, when compared to the US stock market. [bctt tweet="How well are Magnificent Seven doing? Will they continue to perform? What does the research tell us? Learn more in episode #237 of Best in Wealth! #investing #PersonalFinance #FinancialPlanning" username=""] Will their high performance continue? The Magnificent Seven have been performing well for a long time. In his article, “Magnificent 7 Outperformance May Not Continue,” Wes Crill and his team share that they do not believe the high performance will continue. Looking at annualized returns in excess of the US market before and after joining the top 10 largest US stocks, starting in January 1927–December 2022. 10 years before, the average return was 12% 5 years before, the average return was 20.3% 3 years before, the average return was 27% However, things changed significantly after joining the top 10. 3 years after, the average return was 0.6% 5 years after, the average return was -0.9% 10 years after, the average...

WEALTHTRACK
Finding Compelling Values: Insights from Star Portfolio Manager David Giroux

WEALTHTRACK

Play Episode Listen Later Dec 16, 2023 25:41


David Giroux discusses the impact of AI on companies' cost structures and margins, highlighting the potential for increased productivity. Companies like Alphabet (Google) and their use of AI to make programmers more productive, leading to margin expansion. Giroux also discusses investment opportunities in sectors like utilities, healthcare, and industrials, emphasizing the importance of a longer time horizon for investment success. WEALTHTRACK # 2025 broadcast on December 15, 2023 More Info: https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/ Bookshelf: Thinking, Fast and Slow https://amzn.to/3NvHRbR --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support