Podcasts about alphabet google

Představte si, že si přes aplikaci objednáte taxi. Přijede nablýskaný bílý Jaguar, ale za volantem nikdo nesedí. Sedadlo řidiče je prázdné, volant se sám otáčí a auto vás plynule proveze pětiproudou dálnicí v hustém odpoledním provozu. Sci-fi? V arizonském Phoenixu je to každodenní realita.V nejnovějším díle Dopravního podcastu vás Ondřej Matěj Hrubeš vezme na jihozápad USA. Jeho hostem je starosta Prahy 6, Jakub Stárek, který se do Phoenixu vydal s jasným cílem: na vlastní kůži otestovat systém Waymo (autonomní vozy od společnosti Alphabet/Google) a zjistit, zda je tato technologie přenositelná i do ulic Prahy.V této epizodě se dozvíte:Jaký je to pocit, když auto za vás vyřeší krizovou situaci na dálnici lépe než člověk.Proč Phoenix? Jak se z pouštní metropole stal největší legislativní „testbed“ pro autonomní mobilitu na světě.Autonomní doprava v českých městech: Může se Praha 6 stát evropským lídrem v testování technologií?Městské legendy vs. realita: Jsou autonomní auta bezpečná, nebo je dokáže zastavit „gang bezdomovců“, jak tvrdí internetové fámy?"Auto se pohybovalo bezpečněji a sebevědoměji než kdyby jej řídil kdejaký taxikář nebo já sám," popisuje své zážitky Jakub Stárek. Poslechněte si fascinující vhled do dopravy budoucnosti, která je v Arizoně již současností.__Dopravní podcast natáčí Ondřej Matěj Hrubeš od roku 2015.__CELÉ EPIZODY A KOMUNITA:patreon.com/dopravnipodcastherohero.co/dopravnipodcast__SLEDUJTE:@dopravnipodcast@omh86www.dopravnipodcast.czwww.MHD86.cz Support the show

En este episodio de VG Daily, Valentina Orduz y Juan Manuel de los Reyes abordan la emisión del bono a 100 años de Alphabet/Google, una operación rara en el mundo corporativo que abre la conversación sobre cómo las grandes tecnológicas se financian para la carrera de la inteligencia artificial y la infraestructura de largo plazo. Luego, el análisis se traslada al terreno macroeconómico con los movimientos recientes de los precios de importaciones y exportaciones de Estados Unidos y las cifras de ventas minoristas, usando estos datos para entender mejor la dinámica de inflación, demanda interna y la solidez del consumidor. Finalmente, el episodio cooncluye conectando el panorama macro con el mundo corporativo a través de los reportes de Coca-Cola y CVS, dos compañías ligadas al consumo cotidiano que sirven como termómetro del bolsillo y de los cambios en hábitos de gasto. 

IT spending continues to expand, with North America projected to lead a 12.6% increase to $2.6 trillion, primarily due to hyperscaler investments in AI infrastructure. However, the proportion of technology spending funneled through channel partners is declining, now at 61% compared to over 70% four years ago, according to a survey by Omnia. This shift signals that while the market is growing, traditional margin and resale opportunities for MSPs are narrowing as vendors redirect a larger share of revenue direct while still relying on partners for implementation, support, and customer operations.Data from Salesforce underscores a near-universal trend toward partner involvement in sales, with 94% of surveyed global salespeople leveraging partners to close deals and 90% using tools to manage relationships. Despite this, Dave Sobel clarifies the distinction between involvement and compensation, highlighting that partner influence on deals does not guarantee economic participation at previous levels. These dynamics reinforce that MSPs must adapt to a reality where their role in the value chain is being separated into influence and execution, with the middle tier facing increasing pressure.Additional analysis draws attention to labor market changes and technology commoditization. U.S. job openings have fallen to their lowest point in over five years, undermining MSP growth strategies dependent on seat expansion. Simultaneously, the AI market is fragmenting at the application layer—with Google's Gemini app, Grok, and OpenAI's ChatGPT shifting market shares rapidly—while hyperscalers like Alphabet (Google) commit unprecedented capital expenditures, fueling an infrastructure arms race even as front-end AI tools become more interchangeable.The practical implication for MSPs and IT service providers is increased pressure to re-evaluate business models, operationalize AI offerings, and focus on defensible, productized services. Reliance on a single vendor or seat-based growth forecasts presents heightened risk. Successful adaptation will require a shift toward managed services around AI operations, governance, and productivity—emphasizing accountability, optionality, and measurable ROI—rather than assuming historic revenue models will persist.Three things to know today:00:00 Partners Essential to Sales but Losing Economic Share, Survey Shows05:44 US Job Market Shows Low Hiring, Low Firing Despite Falling Openings       08:00 Alphabet Plans $180B AI Capex as Gemini Hits 750M UsersThis is the Business of Tech.   Supported by: Small Biz Thoughts Community

Alphabet (Google) verdubbelt zijn investeringen in AI! Goeie zet volgens Siddy Jobe? Onze beursgast bespreekt ook de verkoopgolf in de software-aandelen door AI. Trends Beleggen is een podcastkanaal van Trends. Meer info en advies voor uw beleggingen op www.trends.be/beleggen. Elke dag beleggingsadvies in uw mailbox, registreer u gratis op één van de e-newsletters op www.trends.be/newsletters. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The silver market just faced a massive "annihilation," and the Option Block panel is here to pick up the pieces. Join Mark Longo, Andrew "The Rock Lobster" Giovinazzi (Option Pit), and "Uncle" Mike Tosaw (St. Charles Wealth Management) as they break down a wild start to February. From a 30% single-day drop in Silver (SLV) to unusual activity in "non-woven substrates," this episode covers the high-stakes world of volatility and metal meltdowns. In this episode, the panel dives into: The Trading Block: A look at the market rally toward all-time highs despite the "metals apocalypse." The team discusses whether the silver squeeze is finally unwinding and what the new Fed Chair means for interest rate stabilization. The Odd Block: Unusual activity in some truly unique names, including Magna Corp (MAGN)—a leader in the "sexy" world of substrates—and defensive put buying in Hercules Capital (HTGC). Strategy Block: Uncle Mike breaks down the power of diversification in covered call strategies. Learn why individual stock selection often yields better premiums than broad index ETFs like SPY. Around the Block: Predictions for the upcoming earnings gauntlet, featuring Alphabet (Google), Amazon, Disney, and the "AI bellwether" movement.

The silver market just faced a massive "annihilation," and the Option Block panel is here to pick up the pieces. Join Mark Longo, Andrew "The Rock Lobster" Giovinazzi (Option Pit), and "Uncle" Mike Tosaw (St. Charles Wealth Management) as they break down a wild start to February. From a 30% single-day drop in Silver (SLV) to unusual activity in "non-woven substrates," this episode covers the high-stakes world of volatility and metal meltdowns. In this episode, the panel dives into: The Trading Block: A look at the market rally toward all-time highs despite the "metals apocalypse." The team discusses whether the silver squeeze is finally unwinding and what the new Fed Chair means for interest rate stabilization. The Odd Block: Unusual activity in some truly unique names, including Magna Corp (MAGN)—a leader in the "sexy" world of substrates—and defensive put buying in Hercules Capital (HTGC). Strategy Block: Uncle Mike breaks down the power of diversification in covered call strategies. Learn why individual stock selection often yields better premiums than broad index ETFs like SPY. Around the Block: Predictions for the upcoming earnings gauntlet, featuring Alphabet (Google), Amazon, Disney, and the "AI bellwether" movement.

In this episode, Scott Becker discusses why Alphabet continues to look like a compelling growth stock ahead of its upcoming earnings report.

In this episode, Scott Becker discusses why Alphabet continues to look like a compelling growth stock ahead of its upcoming earnings report.

Google about to snatch the crown… and a lot of y'all still stuck worshipping Nvidia like it's the only AI play that matter. I'm telling you right now: the market switches leaders — and when that leadership flips, it leaves people behind who don't see the shift coming.In this episode I break down why I believe Alphabet (Google) can become the #1 most valuable company, how AI chips + Gemini + YouTube + Cloud partnerships are stacking the deck, and why Nvidia still can run… but the competition is finally heavy. We also get into Apple picking Gemini, big tech power moves, Meta spending like a maniac on nuclear energy, and the 2026 IPO watchlist (SpaceX, OpenAI, Anthropic, Databricks, Stripe, Revolut, Canva — and my sleeper pick will surprise you).High-intent SEO keywords we touch naturally: Google stock, Alphabet stock, Gemini AI, Nvidia competition, AI chips, Big Tech leadership rotation, Apple Gemini deal, Google Cloud, YouTube revenue, AI investing, market leadership switching, Meta nuclear energy deal, 2026 IPOs, SpaceX IPO, OpenAI IPO, Anthropic IPO, Databricks IPO, Stripe IPO, Canva IPO, AI infrastructure stocks.Apple Picked Google Gemini. Bad News for Nvidia?Join our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.

On peut parler d'un véritable exploit : alors qu'elle valait deux fois moins en mai dernier, la maison mère de Google vient de se placer juste derrière le numéro un en bourse, Nvidia.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den digitalen Euro, einen Kurssprung bei Sandisk und Trumps Warnung an den Iran. Außerdem geht es um Rheinmetall, Nvidia, Apple, RocketLab, SpaceX, Microsoft, Meta Platforms, Alphabet (Google), Tesla, Amazon, Droneshield, Renk Group, Thyssenkrupp Marine Systems, MiniMax, Zhipu AI, Teamviewer und AstraZeneca. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we start with news of gold and other commodity prices have pushed up into record territories again as geopolitical risks rise. (Crypto's are notable by their impotence in the background, irrelevant in this environment.)Perhaps one reason is in the US, where the President has used his weaponised Justice Department to pressure the Federal Reserve to bow to his will. The clearly bogus criminal charges are being resisted by chairman Powell. The unseemly crisis could aggravate risk premiums worldwide. So far interest rates have remained stable (you can be sure that bond markets will be watching intensely), but the USD is noticeably weaker.It has not been in the limelight recently, but we should note that US grain farmers are facing tough trading, with them being shut out from the China trade for soybean and corn. Trump seem to have thrown them under the bus.In India, consumer price inflation rose to 1.3% in December from 0.7% in November but below the market consensus of 1.5%. Despite the rise, this rate remains well below the Reserve Bank of India's tolerance limit of 2%-6%. Prices fell less for food (down -2.7%), which represent nearly half of the consumer basket.In Australia, household spending rose strongly in November, up +1.0% from October, up +6.3% from November a year ago. This result was much better than expected.And Australia said it will y and stockpile key rare-earth minerals from domestic producers to strengthen defence and technology supply chains and reduce reliance on China. They are initially focusing on antimony and gallium under a new A$1.2 bln program.The UST 10yr yield is now just over 4.18%, up +1 bp from this time yesterday. Wall Street has opened its week with the S&P500 very little-changed, up +0.1%. We should perhaps note that serial underperformer Rakon has received another takeover bid from a previous suitor, this one less than the last, and the frustrated shareholders look like they will finally accept. They will put the mismanagement misery behind them, it seems. They will be selling for $1.55/share. These shares peaked at $5.60 back in the day, $2.08 in 2022. Today they are $1.36, so the market isn't yet pricing in a full chance of the takeover.At the other end of the scale we should also note that Alphabet (Google) briefly hit US$4 ​trln in market valuation earlier today, the second company to do that after Nvidia, as they sharpened their AI gains, both with impressive integrated solutions, and a recent deal with Apple (who was pushed into third place on the valuation table).The price of gold will start today at US$4617/oz, and up +US$108 from yesterday on the risks from the unsettled US Fed. Silver is now up at over US$80.50/oz.American oil prices are unchanged from yesterday at just on US$59/bbl, while the international Brent price is still at just under US$63.50/bbl.The Kiwi dollar is up +40 bps from yesterday, now at just under 57.7 USc. Against the Aussie we are up +10 bps at 85.8 AUc. Against the euro we are up +10 bps as well at just under 49.4 euro cents. That all means our TWI-5 starts today just on 61.7, and up +30 bps from yesterday.In offshore trading the Chinese yuan (CNH) has strengthened well past the 4:USD level, and rising.The bitcoin price starts today at US$92,071 and up +1.2% from this time yesterday. Volatility over the past 24 hours has been modest, also at just on +/- 1.2%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.

La industria militar europea repunta en bolsa tras el nuevo paquete de compras que ha aprobado Alemania por valor de 52.000 millones de euros. Para convertir al ejército germano en el más poderoso de Europa. El objetivo del gobierno es incrementar el gasto en defensa para 2029 hasta los 162.000 millones de euros frente a los 95.000 millones de este año. Un aumento significativo que refleja la urgencia de fortalecer las capacidades defensivas del país ante un entorno internacional cada vez más complejo. En clave empresarial, la UE investiga a Alphabet (Google) por el temor de que haya abusado de su posición para eliminar a la competencia en herramientas para la IA. El BCE va a proponer simplificar las normas sobre los colchones de capital exigidos a los bancos, recortando parte de la compleja regulación implementada tras la crisis financiera global. De vuelta a la actualidad nacional, el Tesoro despide el año con la venta de 2.252 millones en deuda a corto plazo. Temas que debatiremos en la Tertulia de Cierre de Mercados con Antonio Alvarez-Ossorio, del despacho de abogados Alvarez-Ossorio Miller, y Juan Pablo Calzada, economista y analista financiero.

Während Dietmar Deffner in Dubai die Sonne genießt, hat sich Holger Zschäpitz das „schwäbische Schlitzohr“ der Tech-Szene ins Studio geholt: Thomas Rappold, Silicon-Valley-Investor und Buchautor, redet Tacheles über den aktuellen KI-Hype und überrascht mit einer gewagten These: Für ihn gehört der Börsenliebling Nvidia 2026 nicht mehr zu den Top-Favoriten. Stattdessen erklärt Rappold, warum Alphabet (Google) für ihn das bessere Investment ist und wieso er jetzt massiv auf verprügelte Software-Aktien wie GitLab oder DocuSign setzt. Außerdem: Warum ein US-Steuergesetz („One Beautiful Bill“) den Tech-Boom 2026 neu entfachen könnte und welche Rolle „langweilige“ Aktien wie Visa oder Siemens Healthineers in seinem Depot spielen. Eine Episode voller konkreter Aktien-Ideen – von der „Everything-App“ für die persönlichen Finanzen bis zum Metaverse-Play Roblox. DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode, Scott Becker breaks down Google’s 68% year to date surge.

In this episode, Scott Becker breaks down Google’s 68% year to date surge.

Ist Nvidia das neue Enron? Es gibt massive Vorwürfe gegen den Star der KI-Revolution. Tricksen Tech-Giganten wie Nvidia und sind die Gewinne schön gerechnet? Ich erkläre dir, was es mit den Abschreibungen der Chips auf sich hat... In diesem Video zerlegen wir den KI-Hype einmal komplett:

Los responsables de Tesys visitan Tu Dinero Nunca Duerme: en su opinión, no estamos ante una burbuja en el sector tecnológico. Todo está por las nubes. Del oro al Ibex, del bitcoin al S&P500 o a la vivienda. Hay quien piensa que tiene lógica, porque el paradigma está cambiando y lo que antes era normal, ya no lo es tanto. También hay quien tiene mucho miedo y siente que no hay ningún sitio en el que encontrar buenas oportunidades. Para comentar esta situación de mercado, en Tu Dinero Nunca Duerme nos acompañan esta semana Cesar Sala y Antonio Fernandez Quesada, presidente y director de Inversiones de Tesys Activos Financieros. Así lo ven ellos: "Los mercados están en máximos, pero también los beneficios y la liquidez. No es raro que la Bolsa alcance nuevos máximos. Es lo normal a largo plazo, porque las empresas quieren ir mejorando sus beneficios. Un inversor que hace un año no hubiera invertido en Tesys Internacional porque estaba en máximos, habría perdido mucho dinero". ¿Y cuando llegue la corrección?: "En algún momento, el mercado cae. Pero no pasa nada. A largo plazo, el mercado sigue a los negocios: si el negocio va bien, la acción lo hará bien". Tesys Activos Financieros es una gestora peculiar dentro del mundo del value (quizás en su caso más quality) nacional. Porque sí han apostado por muchas empresas tecnológicas, quizás las más establecidas, como Alphabet (Google), Amazon, Meta… Por qué esta composición de la cartera: "No tenemos Nvidia, porque es un negocio más cíclico. Ahora sí hacen falta microchips, pero el día de mañana ya veremos. Tenemos empresas que no dependen de la IA para tener ingresos y que ya los tienen; son negocios que generan caja. ¿Si viene la IA? Mucho mejor, porque será una nueva línea de negocio que sumará a lo que ya tienen". Una de las dudas que mantienen los especialistas tiene que ver con el cambio de modelo de negocio. Los grandes gigantes tecnológicos han crecido con necesidades de inversión muy bajas. Parecía el mundo perfecto: unos pocos desarrolladores, unas cuantas patencias-licencias, efecto red… y a hacer caja sin apenas jugártela. Pocas veces en la historia se habían visto márgenes como los que han mostrado algunas de estas empresas. Ahora, esto ha cambiado, y se están disparando los costes de inversión en centros de datos, servidores, fuentes de energía, etc.: "La cantidad de Capex que están destinando a centros de datos es enorme. Es una desventaja porque necesitan una gran inversión para crecer. Pero también es una gran ventaja, porque generas unas barreras de entrada para futuros competidores. El negocio de los centros de datos, que es crítico para las empresas, es casi un oligopolio. Por eso, aunque sea más intensivo en capital, el retorno esperado de estas inversiones, creemos que va a ser alto". ¿Y Nvidia? Tesys todavía no la tiene en su cartera: "Es una empresa que está en un momento dulce. Porque todo el mundo demanda centros de datos y chips. Es una empresa que ya genera caja y que tiene un buen negocio. Sus principales clientes son las grandes tecnológicas con centros de datos: y si esos clientes ven que pueden quitarse parte de lo que hace Nvidia, lo intentará. Nvidia no se quedará parada, pero es más cíclica. Por eso no estamos, me gustan compañías con ingresos más recurrentes".

APROVEITE A BLACK FRIDAY EMPIRICUS: https://emprc.us/HGGywv As gigantes de tecnologia voltaram a dominar o noticiário financeiro. Alphabet (Google), Microsoft, Meta, Amazon e Apple divulgaram resultados trimestrais muito acima das expectativas, impulsionadas pelo boom da inteligência artificial (IA). O avanço do Google Cloud, Azure, AWS e da publicidade digital reforça que o ciclo da IA continua gerando crescimento acelerado, lucros recordes, novos investimentos em infraestrutura e oportunidades bilionárias para investidores em ações de tecnologia.Enquanto isso, o Federal Reserve (Fed) cortou os juros nos EUA em 25 pontos-base, mas surpreendeu ao afirmar que novos cortes não estão garantidos. A decisão veio em meio à falta de dados oficiais de inflação e emprego, às divisões internas no comitê e ao anúncio do fim do aperto quantitativo em dezembro. Jerome Powell comparou a situação a “dirigir na neblina”, alertando para um cenário de cautela econômica, mercado volátil e incerteza nos próximos meses.No quadro Compra ou Vende, nossos analistas discutem:- Nvidia (US$ 5 trilhões em valor de mercado) e as expectativas para seus resultados impulsionados pela IA;- Vale, com destaque para o balanço do 3º trimestre e o impacto das commodities globais;- ETF ARGT, influenciado pela vitória de Javier Milei na Argentina e os reflexos para o mercado latino-americano.Com Larissa Quaresma, Matheus Spiess e Enzo Pacheco, analistas da Empiricus Research, debatendo os principais temas de macroeconomia, política e investimentos da semana.Aproveite a Black Friday da Empiricus: acesso a todas as carteiras da casa pelo preço de uma única premium — uma chance única de diversificar seus investimentos com inteligência: https://emprc.us/HGGywv

ภาพของ Magnificent Seven ทั้ง Nvidia , Microsoft, Apple, Alphabet หรือ Google ที่เรารู้จัก, Amazon, Meta Platforms เจ้าของ Facebook กับ Instagram, และ Tesla ได้กลายเป็นเหมือนสูตรสำเร็จของนักลงทุนทั่วโลก ใครๆ ก็พูดว่าถ้าอยากจะเติบโตไปกับเมกะเทรนด์ AI ก็ต้องมีหุ้นกลุ่มนี้ติดพอร์ตไว้ แต่… เรื่องมันไม่ได้ง่ายแบบนั้นเสมอไปครับ เพราะวันนี้ ดูเหมือนว่า “ความยิ่งใหญ่” ของทั้ง 7 บริษัท เริ่มจะมีรอยร้าวให้เห็น… บทบาทความเป็นพระเอกที่เคยแบกตลาดไว้ทั้งกลุ่ม กำลังจะถูกท้าทาย และถึงเวลาแล้วที่เราอาจจะต้องโยนตำราการลงทุนเล่มเก่าทิ้งไป แล้วถามคำถามสำคัญว่า… ยุคของ Magnificent Seven จบลงแล้วจริงหรือ? และถ้าใช่… ใครกันที่จะขึ้นมาเป็นผู้นำคนต่อไป? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #หุ้นAI #Magnificent7 #Mag7 #วิเคราะห์หุ้น #การลงทุน #หุ้นเทคโนโลยี #หุ้นอเมริกา #ตลาดหุ้นสหรัฐ #Nvidia #Microsoft #Google #Apple #Tesla #Palantir #Broadcom #Oracle #ปัญญาประดิษฐ์ #เทคโนโลยี #เศรษฐกิจ #สาระความรู้ #geekdaily #geekforeverpodcast

We hebben beeld! De IEX BeleggersPodcast is vanaf nu niet alleen te beluisteren, maar ook te bekijken. Vandaag zijn IEX-analisten Hildo Laman en Teun Verhagen te gast bij host Pieter Kort. Zij bespreken zoals gebruikelijk het belangrijkste beursnieuws, delen hun opmerkelijke beleggingszichten en beantwoorden vragen van luisteraars.In deze aflevering aandacht voor de volgende onderwerpen:Pas op voor Teun-imitaties op Instagram!AI-CEO's op de koffie bij TrumpEen rechter verklaart importheffingen onwettig, met een opvallende marktreactieObligatierentes in de lift, met die in Frankrijk en het VK vooropLigt er een nieuwe schuldencrisis op de loer?Goud sorteert alvast voor met nieuwe koersrecordsWordt Amsterdam de cryptohoofdstad van Europa?Alphabet/Google haalt opgelucht adem. Beleggers ook?Broadcom zet de achtervolging van Nvidia inAegon verkoopt aandelen ASR aan...ASRAvantium hangt aan een zijden emissiedraadLuisteraarsvragen: Besi en Heijmans

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das endgültige Aus von Intel in Deutschland, einen neuen Rekord bei Nvidia und eine Dauerläufer-Aktie, die Tech und Tradition verbindet. Außerdem geht es um IBM, Tesla, Chipotle Mexican Grill, Alphabet (Google), LVMH, Deutsche Bank, Atoss Software, Constellation Software, Brown & Brown, Vitec Software, Alimentation Couche-Tard, DSV, Deere & Co., CNH Industrial und Kubota. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Alphabet's Recent Earnings Report(01:08) Capital Expenditures Analysis(02:05) CapEx Trends and Future Outlook(02:55) Financial Metrics and Free Cash Flow(05:08) Reverse Discounted Cash Flow Analysis(07:22) Conclusion Nick and Kasey own shares of Alphabet

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan los resultados financieros del segundo trimestre de 2025 de Tesla y Alphabet (Google), destacando sus principales avances y desafíos. Tesla enfrenta riesgos por la expiración de incentivos en EE.UU., y dependencia regulatoria. Mientras tanto, Alphabet muestra un sólido crecimiento del 14% en ingresos, impulsado por su negocio de búsqueda, YouTube y Google Cloud, y mantiene su dominio en búsquedas globales gracias a un crucial acuerdo con Apple.El episodio también profundiza en la competencia con modelos de IA como ChatGPT, que aunque domina el 74.8% del nicho de IA generativa, representa solo el 1.5% de todas las búsquedas web, manteniendo intacto por ahora el liderazgo de Google. Así, se expone una comparación clara entre Tesla, que vive una etapa de alta incertidumbre y riesgo, y Alphabet, que consolida su posición dominante en IA e innovación con un desempeño financiero destacado, ofreciendo una visión integral sobre el futuro de la autonomía y la inteligencia artificial.

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

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

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

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

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

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

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.

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

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.

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,

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.  

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.

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.

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

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...

{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.

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

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

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.

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.

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

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

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

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.

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/

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