Podcasts about alphabet google

Announcing the CTP for SpaceX. MahJong Craze gone wild. Goodbye to Alan Greenspan – The Maestro. Have you seen RAM prices? 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Announcing the CTP for SpaceX - MahJong Craze - Goodbye to Alan Greenspan - The Maestro - Have you seen RAM prices? Markets - Economic Collapse Imminent? - Breathe is narrowing again - chips chips chips are the only play - Spacex coming back down to earth? What is that sucking sound? -- Markets getting weird..... 3% down for NASDAQ 100 today - 8% for SMH and 14% for Memory ETF - Just announced - Alphabet (Google) will replace Verizon in DJIA DEDICATION: Alan Greenspan - Died Monday at age 100 Google Enters DJIA - High priced shares - Moves tech to 22% of DJIA from 17% or so - very meaningful move - Every $1 move for Google = $7 move on DJIA - Tech:  S&P 500 (~30%+), Nasdaq (~50%+) Computer Pricing - What as $2,000 a year ago for a nice desktop is not like $4,000 - Dell not holding pricing quotes - and even if they do, back ordered so prices could go up after order - Will IPOs put more money in the pocket of tech companies to buy gear at any price? Endless - SpaceX recently finalized two massive, multibillion-dollar artificial intelligence contracts: a $6.3 billion computing power agreement with Reflection AI and a $60 billion acquisition of the AI coding startup Cursor. - AI Compute Deal with Reflection AI - - - - The Terms: Reflection AI agreed to pay SpaceXAI $150 million per month from July 2026 through the end of 2029. - - -- - - The Infrastructure: The startup will tap into hardware and GB300 chips housed at SpaceX's Colossus 2 data center in Memphis, Tennessee. More SpaceX - SpaceX shares were as high as $220 post IPO. - Sharea ahve been down over the past 3 days. - Most that got in POST IPO probably bought in at about $162-$165 - Newsline: SpaceX shares slipped for a third straight day, shedding hundreds of billions of dollars in market value, after the company said it is selling investment-grade bonds for the first time. - The stock fell 16% Monday to close at $154.60, the lowest level since the company's first day of trading, pushing its three-day loss to 23% and erasing over $600 billion in value over that period. - SpaceX is seeking to raise at least $20 billion from the first bond offering to fund its artificial-intelligence ambitions. Missed Opportunity - Short the Mattress companies he said...... ----- Got squeezed out....Never to return Swing and a Miss Maybe Because this can happen... - Shares of Getty Images Holdings Inc. soared as much as 145% on Monday after it announced a licensing deal with OpenAI. - Getty said that images from its library will appear in the search and discovery features of ChatGPT, marking a key reversal for the firm. - The partnership with OpenAI could improve “licensing optics” and shift the narrative on the stock, according to analyst Mark Zgutowicz. - Getty shares were up 118% to $1.32 as of 12:44 p.m. in New York, putting them on track for the best session since July 2022. The stock had fallen about 55% this year to close at 61 cents on Thursday before the Juneteenth holiday weekend began. KOREA - SK Hynix - New #1 in South Korea: SK Hynix surpassed Samsung Electronics on Monday to become the country's most valuable listed company. - Remarkable turnaround: A striking reversal for a chipmaker that nearly collapsed under heavy debt roughly two decades ago. (CYCLES) - AI memory leader: Now the dominant supplier of high-bandwidth memory (HBM) chips powering AI systems. - Marquee customers: Key buyers include Nvidia (NVDA) and Alphabet's Google (GOOGL). - Massive 2026 rally: Shares are up more than 340% year-to-date, fueled by the global AI boom. - Market cap milestone: Valuation now exceeds both Samsung and Micron (MU). Markets Get Chopped - Questions being asked about if AI spend boom producing fast enough return - Back to earth on valuation scare - (all of a sudden?) - KOSPI down 11% - Chips getting hit - 12% for Memory ETF - MU down 9%, Intel 4%, ASML 7% RAM Prices... - Looking at some additional RAM today for some office computers .... --- ARE THEY KIDDING? RAM Prices Imminent Collapse???? - President Donald Trump said the prospect of global economic collapse was a big reason he signed an interim peace deal with Iran. - According to sources, the deal reopened the Strait of Hormuz and set in motion waivers for sanctions on Iran's oil sales to the international market, with the effect being an immediate drop in oil prices and a rise in US stocks. - The agreement has been seen as skewed in Iran's favor, giving the country broad gains before the next round of talks, and has prompted pushback and anger from Republican lawmakers. - MOU signed lat Wednesday - also now more waivers of sanctions on sale of Iranian oil - 60 day reprieve. China - Weak economic conditions - H Shares about to enter bear market - Hong Kong - Close to a technical bear market, dragged down by weak domestic consumption, a struggling property sector, and an exodus of funds fleeing "old tech" for AI plays elsewhere in Asia. - A-shares are listed in mainland China (Shanghai/Shenzhen) and primarily target domestic investors. H-shares are listed in Hong Kong and are freely available to international investors More China - Retail sales declined for the first time since December 2022, dropping 0.6% from a year earlier. - China's urban fixed-asset investment contracted 4.1% as of end-May, dragged by real estate and manufacturing. - Manufacturing fixed-asset investment contracted for the first time since December 2020. - Industrial output was the lone bright spot, rebounding from April's near three-year low. - The national unemployment rate fell to 5.1% in May, compared with 5.2% in April. Marrrr Jonggg - Mahjong can be highly addictive due to its rewarding blend of strategy, luck, and social interaction. The rapid tile-drawing, need for pattern recognition, and "just one more round" mentality trigger dopamine releases. If compulsive play disrupts your finances or daily life, it can become a behavioral addiction requiring intervention. - Tactile and Auditory Appeal: Many users on community forums like Reddit agree that the physical weight, texture, and distinct clinking sound of shuffling tiles provide soothing, sensory satisfaction. - There has been a 70% surge in mahjong content on TikTok in the past year - Yelp recently named the Chinese tile game a top trend of 2026, noting that searches for mahjong clubs surged 4,467% year over year for the period from September 2024 to August 2025 and that searches for mahjong lessons rose 819%. Alphabet - WHAT>????*&*^ - Alphabet shares slid 7%, on track for the search giant's worst day in a year. - Alphabet's Google has seen consecutive high-profile researchers leave in the last several days. - The company also has exposure to the market's concerns around commoditized AI and ballooning capital expenditures. - The share slide also came on the heels of a Sunday Wall Street Journal interview with Microsoft CEO Satya Nadella, who called for less dependence on “AI Giants” and said the AI market was commoditized. Back to Oracle - Oracle reduced workforce by 21,000 employees over past twelve months. - Cuts broader than previously disclosed, driven by artificial intelligence adoption. - Global headcount fell from 162,000 to 141,000 full-time employees year-over-year. - Workforce reductions generated $1.8 billion in restructuring costs, company reported. - Company warned AI deployment may continue resulting in workforce reductions. NVDA - Underperforming - Nvidia shares slipping recently despite remaining up about 12% in 2026. - Stock down roughly 3% past month, underperforming semiconductor peers. - SMH ETF surged 84% year-to-date, gaining 15% last month. - Traders predict Nvidia chip pricing power is beginning to decline. - Wall Street focus shifting toward memory and infrastructure AI buildout. - Micron and Sandisk shares jumped nearly 60% over past month. Gloom and Doom - JCD sent interesting take from Chris Bloomstran - Traditionally asset light companies with all sorts of revenue, high margins now.... ---- Converting into asset heavy with no real understanding of what the profitability or even revue will be in the future ----- Here are the highlights of his commentary we can explre: ------------AI buildout shifting markets from asset-light toward capital-intensive infrastructure cycle - Hyperscaler capex surge reflects move into heavy, long-duration asset base - Massive capital requirements challenge economics versus prior asset-light models - Depreciation burden rising sharply as infrastructure scales across AI ecosystem - Returns depend on utilization of expensive, long-lived physical compute assets - Asset-heavy cycles historically lead to overbuild, weak returns, eventual consolidation - Infrastructure spending absorbing nearly all operating cash flow for hyperscalers - Off-balance-sheet financing masking true scale of capital intensity shift - AI economics hinge more on physical capacity than software-driven scalability - Echoes of past asset-heavy booms with eventual oversupply and value destruction Amazon Day - Today - June 26th - US consumers will spend $26.3 billion online at Amazon and other retailers during the four-day sale, up 9% from last year's event in July, according to Adobe Inc. - About 201 million Amazon shoppers in the US were Prime subscribers as of March, up about 3% from a year earlier - Amazon will capture about 60% of all US online spending during Prime Day, its highest market share since 2019, according to estimates from EMarketer Inc. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. FedEx Earnings - FedEx posted strong fiscal fourth-quarter earnings on Tuesday in the company's last quarter that included the freight business before its spin off. - FedEx Freight spun off into a separate publicly traded company on June 1. - The company said it saw a 3% year-over-year increase in domestic volume. - Stock down 6% A/H   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); ANNOUNCING the THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Looking back at Alphabet Google over the year so far, Do you sell in this current market, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Looking back at Alphabet Google over the year so far, Do you sell in this current market, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

In this episode, Scott Becker covers markets rising on optimism about a potential Middle East peace agreement, along with Alphabet Google reaching a 26% year to date gain.

In this episode, Scott Becker covers markets rising on optimism about a potential Middle East peace agreement, along with Alphabet Google reaching a 26% year to date gain.

Investorerne havde travlt onsdag aften, hvor teknologikæmperne Meta, Microsoft, Amazon og Alphabet (Google) leverede friske regnskaber indenfor få minutter. Dagens panel i Millionærklubben fælder dom over regnskaberne, og diskuterer hvad det siger om udviklingen indenfor kunstig intelligens. Derudover retter vi fokus mod råvaremarkederne, hvor olieprisen her til morgen brager op. Panelet består af Christian Jain Kongsted, der er copytrader på handelsplatformen eToro, og investor, økonom og forfatter Andreas Steno. Vært: Adam Geil See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den Absturz von Spotify, den „lächerlichen“ Dämpfer für KI-Aktien und die Laufschuhe von Warren Buffett. Außerdem geht es um Amazon, Meta, Microsoft, Alphabet (Google), SoftBank Group, AMD, Broadcom, Nvidia, Oracle, Arm Holdings, BYD, Coca-Cola, PepsiCo, Keurig Dr Pepper, Booking Holdings, Robinhood Markets, Seagate Technology, Starbucks, T-Mobile US, Visa, Qiagen, Bayer, Salzgitter, Asics, Adidas und Berkshire Hathaway. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience *A deeper look at the key themes and proposals in the Proxy Preview 2026 report by As You Sow and Proxy Impact* The 2026 proxy season is arriving amid one of the most turbulent regulatory environments shareholder advocates have faced in decades. Actions by the Securities and Exchange Commission (SEC) under Chair Paul Atkins have introduced a series of new barriers to shareholder participation — limiting who can file resolutions, restricting exempt solicitations on EDGAR, and signaling a broader retreat from the corporate disclosure requirements that have defined the modern era of investor oversight. Filing thresholds have been quietly tightened. The procedural goalposts have moved. And the agency that once served as a neutral referee on what does and does not belong on a proxy ballot has, in practice, stepped off the field. And yet, shareholders are not retreating. As Proxy Preview publisher Andrew Behar puts it, they are “standing shoulder to shoulder” — the early warning system that corporations have long relied on, whether they admit it or not. The proposals filed this year are, if anything, more ambitious than in seasons past. Investors are not waiting to see how the regulatory landscape settles. They are filing, litigating, and engaging on the assumption that the right to ask questions about material risk is theirs to exercise regardless of who chairs the SEC. This year’s Proxy Preview, produced by As You Sow and Proxy Impact, offers a sweeping look at the environmental, social, and governance (ESG) proposals headed to shareholder votes in 2026. The themes range from the data center buildout reshaping America’s electricity grid, to the legal liabilities mounting against Big Tech, to the quiet but consequential question of who gets to decide what counts as “proper business” at an annual meeting. Here’s what investors need to know. The Political and Legal Backdrop The story of the 2026 season cannot be told without first addressing what happened to the SEC’s no-action process. Historically, when a company wanted to exclude a shareholder proposal from its proxy statement, it would file a no-action request with the SEC, which would review the proposal on its merits and issue guidance. That process — imperfect but functional — was effectively suspended this year, triggered in part by a prolonged government shutdown that left the agency without the bandwidth to render decisions. The result was a free-for-all. Companies, sensing an opening, filed notices of intent to exclude proposals on a range of novel theories. The most aggressive of these was the so-called “Delaware Proper Business” argument, which holds that advisory shareholder proposals — the non-binding resolutions that have been the backbone of shareholder advocacy for decades — are not “proper business” for an annual meeting under Delaware corporate law. If accepted, that theory would effectively wipe out the entire category. Shareholders pushed back, hard. Lawsuits were filed against AT&T, Axon, Chubb, BJ’s Wholesale, and PepsiCo. AT&T and Pepsi settled quickly, restoring the proposals to their proxies. At Axon, a federal court ordered the parties to explore a negotiated resolution rather than rule on the merits — a signal that judges are skeptical of the broad exclusion theories companies have been advancing. The Chubb and BJ’s cases remain in active litigation as of this writing. Meanwhile, in a parallel front, a federal court struck down Texas Senate Bill 13 — the state’s anti-ESG law that restricted public pension funds from doing business with financial firms deemed to “boycott” fossil fuel companies — as unconstitutionally overbroad and vague. It is the first federal court decision to invalidate this type of statute, and it sets up a potential precedent that could unwind similar laws in roughly a dozen other states. The pattern, taken together, is clear. Where companies and state legislatures have tried to use procedural and legal tools to silence shareholder voice, the courts have so far been unwilling to go along. Climate: Data Centers, Stranded Assets, and Insurance If there is one new climate story dominating the 2026 season, it is the AI buildout. The numbers are striking. In 2025, the number of proposed fossil gas plants in the U.S. nearly tripled, driven almost entirely by soaring electricity demand from new data centers. Utilities that had been quietly retiring coal and gas capacity are now reversing course, citing grid commitments to hyperscale tech customers as the rationale. Investors are responding. Proposals at Amazon, Meta, and Alphabet request disclosure on how the companies’ growing data center operations are compatible with their previously announced climate commitments — many of which include net-zero pledges that look increasingly difficult to reconcile with multi-gigawatt computing expansion. Similar proposals target the utility side of the equation, including Dominion Energy and Southern Company, both of which are major suppliers to data center hubs in Virginia and Georgia. At the same time, the U.S. is in the middle of a climate-driven insurance crisis that is starting to attract serious investor attention. Insured natural-catastrophe losses reached $117 billion in 2024 — more than double the ten-year average. Homeowners insurance premiums rose 24% between 2021 and 2024, and entire ZIP codes in California, Florida, and Louisiana have effectively become uninsurable on the private market. As You Sow has filed a novel “subrogation” proposal at Chubb, asking the insurer to explore using subrogation claims against large emitters to offset climate-related losses. The legal theory borrows from the playbook used against tobacco and opioid manufacturers: if you can identify the parties whose conduct caused the harm, you can pursue them for the cost of paying out claims. Climate transition planning remains a critical investor concern more broadly. Proposals at Harley-Davidson and Verizon push these companies — both of which have ambitious net-zero commitments but published no sustainability reports in 2025 — to develop credible, stand-alone transition plans. The implicit argument is that a target without a plan is not a commitment; it is a press release. Biodiversity: Horseshoe Crabs and Avocado Supply Chains Two of the most distinctive proposals this season concern biodiversity, and both illustrate how shareholder advocacy can move industries that regulators have not. The pharmaceutical industry’s dependence on horseshoe crab blood for drug safety testing is under fresh scrutiny. The compound extracted from the crabs — limulus amebocyte lysate, or LAL — is used to detect bacterial endotoxins in injectable drugs and implantable medical devices. Each year, roughly 1.1 million horseshoe crabs are harvested and bled, with the industry historically claiming low post-bleeding mortality. Independent research suggests the actual mortality rate is closer to 30%, with knock-on effects for shorebirds and other species that depend on horseshoe crab eggs as a food source. Synthetic alternatives — recombinant Factor C, or rFC — have been commercially available since 2003 and are used routinely by Eli Lilly and others. The U.S. Pharmacopeia, the standards body that governs pharmaceutical testing in the U.S., updated its standards in November 2024 to place rFC on equal regulatory footing with the animal-derived test. That removes the last meaningful technical barrier to transition. Proposals at Abbott and Merck request disclosure about transition timelines. The avocado story is, in some ways, a more hopeful one — a case study in what sustained shareholder engagement can accomplish over time. Mexican avocado production has long been linked to illegal deforestation, with growers clearing protected forest in Michoacán to plant new orchards. As You Sow’s decade-long push for Pro Forest Avocado (PFA) certification — a satellite-based system that monitors orchards in real time for evidence of land-use change — has transformed the supply chain. As of March 2026, over 60 Mexican avocado packers are PFA-certified, and major U.S. retailers including Costco, Walmart, and Kroger have committed to sourcing from certified suppliers. The notable holdout is Albertsons, which has not responded to repeated engagement requests and is the focus of a 2026 proposal. Social: Human Rights, Surveillance, and Child Safety Big Tech is facing what Michael Passoff of Proxy Impact calls its “Big Tobacco moment” — the period when accumulating evidence of harm crosses the threshold from controversial to legally actionable, and the financial consequences begin to compound. The numbers from the past twelve months are difficult to dismiss. In March 2026, Meta was found guilty of violating New Mexico’s consumer protection law and penalized $375 million for its handling of minors on Instagram. Separately, a California court found Meta and Google guilty of creating addictive platform designs that harm young users’ mental health, in a verdict that is likely to be the template for similar cases in other states. Meta’s stock dropped 8% following the verdicts, suggesting the market is finally beginning to price in legal risk that shareholders have been flagging for years. On surveillance, investors at Alphabet/Google and Home Depot are pressing for oversight of customer and user data. The specific concerns are concrete. Home Depot cameras installed in parking lots have, according to public reporting, enabled ICE raids targeting day laborers. Google was hit with a $425.7 million verdict for tracking 98 million users after they had explicitly turned location tracking off. In both cases, the proposals ask not for the companies to change their business models, but for the boards to take responsibility for the data practices their products create. New this year, and likely to attract significant attention: a proposal at Palantir asking the company to conduct a Human Rights Impact Assessment related to its products and services. The proposal follows reports that Palantir’s software is being used by ICE to track and target migrants, including in operations that have separated families and detained individuals without prior criminal records. Palantir has historically resisted human rights disclosure on the grounds that its government contracts are confidential; the proposal tests whether shareholders can compel disclosure of the broader policy framework even when specific contract terms remain under seal. Political Spending and Lobbying Corporate political spending is under heightened scrutiny as the 2026 midterm elections approach. The Center for Political Accountability (CPA), which has been the leading shareholder voice on this issue for two decades, filed disclosure proposals at 29 companies this proxy season. The proposals ask for disclosure of corporate political contributions, including those made to trade associations and other intermediaries that often serve as a workaround for direct disclosure requirements. What is striking is the response. Despite the SEC’s effective invitation to exclude most shareholder proposals this year, only 7 of the 29 companies chose to do so. The other 22 let the proposals proceed to a vote — a tacit acknowledgment that the political risk of being seen to suppress shareholder voice on political spending now outweighs the cost of disclosure. The CPA proposal averaged 41.4% support over 13 votes in 2025, including five majority votes, putting it well above the threshold at which boards typically engage seriously with proponents. The lobbying disclosure campaign also continues, though with a revised proposal structure following a 2025 setback when the SEC sided with Air Products and Chemicals on a technical exclusion argument. The new, streamlined proposal — focused on direct federal and state lobbying amounts and third-party recipients — is being filed at 7 companies including Goldman Sachs, J.P. Morgan Chase, and Morgan Stanley. The narrower scope is designed to be procedurally bulletproof, leaving the substantive question — should a public company tell its owners how much it spends to influence legislation — on the table for shareholders to answer. Governance: Board Accountability and Executive Pay Several governance proposals this season cut to the question of what boards are actually responsible for. Shareholders are requesting that boards provide specific oversight of AI development, climate change, Indigenous peoples’ rights, and data protection — areas where the gap between executive decision-making and board supervision has become particularly wide. A notable Vote No campaign: NYC Pension Funds, the third-largest public pension system in the country, urged Starbucks shareholders to vote against the re-election of two directors, citing over 700 unfair labor practice charges, 60 adverse administrative law decisions, and the quiet disbanding of a labor relations oversight committee that had been formed in response to earlier shareholder pressure. The campaign is significant not only for its scale but for the specificity of its case: this is not a general grievance about management, but a documented record of regulatory findings the directors are charged with overseeing. A new executive compensation proposal at Meta links CEO and executive bonuses to improvements in child safety metrics — a direct response to the company’s mounting legal liability over platform harms to minors. The proposal is structurally interesting because it does not ask the company to take any specific action; it asks only that the compensation committee tie pay to outcomes the company itself has acknowledged as material. If child safety is, as Meta has repeatedly stated in public, a top priority, then linking executive pay to it should be uncontroversial. The vote will reveal whether the board agrees. The Bottom Line The 2026 proxy season is, more than anything, a test of whether shareholders can maintain their voice in corporate governance amid a hostile regulatory environment. The evidence so far is encouraging. When companies have tried to unilaterally exclude proposals, they have largely faced legal challenges and backed down. When state legislatures have tried to penalize ESG-aligned investing, federal courts have intervened. When boards have tried to ignore mounting legal liability, the markets have begun to do the disciplining themselves. As shareholder advocate Nell Minow writes, the likely cost-benefit analysis from executives “who thought they could keep the proposals from going to a shareholder vote was not clear to them until they faced the very real possibility that a court ruling on the legitimacy of the challenged proposal would be a much bigger problem.” In other words: the bet that the SEC’s retreat would translate into a free hand for management has not paid off. The deterrents have simply moved from the regulator to the courts and the proxy ballot itself. Fundamental ownership rights — the right to ask questions about material risks — are not granted by regulators. They are inherent to ownership itself. The 2026 season is shaping up to be the year that principle gets tested, and so far, it is holding. — *Sources: Proxy Preview 2026, published by As You Sow and Proxy Impact. Full report available at [proxypreview.org](https://www.proxypreview.org/).*

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den AirBnB-Pivot, die Zoll-Rückzahlungs-Gewinner und was der zukünftig mächtigste Mann der Geldwelt für Euer Depot bedeutet. Außerdem geht es um Walmart, Best Buy, Nike, Costco, FedEx, Adobe, Microsoft, Alphabet (Google), Nvidia, BASF, Evonik, Lanxess, Wacker Chemie, SABIC, Formosa Plastics, Wanhua Chemical, iShares S&P 500 Financials Sector ETF (WKN: A142NY), iShares S&P US Banks ETF (WKN: A2JHXR). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Could smart glasses replace the smart phone as the number one consumer device? If you're like me, you probably remember the failure of Google Glass, which ended in 2015. Google may have exited the space early considering in 2025 global shipments of smart glasses hit 8.7 million units, which quadrupled 2024's level. Meta currently holds 85% of the market but realize that Apple, Alphabet/ Google, and Samsung are expected to launch AI equipped eyewear soon. I do wonder if this will hurt or help Apple since people may be buying more smart glasses and less high-end iPhones? There are concerns about privacy and data collection. Currently Meta is facing a lawsuit in the US that is seeking class action status. Seems like Meta can't get out of the news or the courtroom, but they do state that what the glasses collect stays on the user's device unless they choose to share it with the company. The smart glasses can see what you see and hear what you hear. You can have a conversation with the glasses the same as if you're talking to a person. Which means you may look like a crazy person standing there talking to yourself if people don't realize you have smart glasses on. Companies that would benefit from an increase in manufacturing of smart glasses, excluding the big companies I already mentioned, would include companies such as EssilorLuxottica, which is the owner of Ray-Ban and Meta's manufacturing partner, Qualcomm, which provides the central processor or the brains of the glasses, and Global Foundries. which takes care of the display technology. It appears this time; smart glasses may become as common as a smart phone in the next few years.   Is the market too expensive to buy the dip this time? With the increasing cost of oil and the turmoil in Iran the markets did see a correction, which is a drop of 10% or more from the peak. People have become so accustomed to just buying the dips without knowing the valuations of what they're buying, and many will probably do the same thing this time. Unfortunately, dip buying does not always work and given the current valuations, investors could be in for a bad surprise. Even with the recent pull back, the forward price/earnings ratio for the S&P 500 sits at 20 and is still 20% higher than the 20-year average. So even with the dip you're not buying companies on sale at these levels. Earnings can be adjusted and moved around with accounting rules, which means you're probably paying more than you believe if you don't understand accounting. Another indicator to look at is the forward price to free cash flow. This indicator takes out all the accounting craziness of how much some tech companies are spending on capital expenditures for artificial intelligence. Often, I find these two measures converge once the accounting catches up to the heavy capex spending and understanding both earnings and free cash flow is an important balance. The index currently has a forward price to free cash flow of 27.4 and that is nearly 40% above the 20-year average. Smart investors really should stop and think. They should realize they're paying a lot more for the S&P 500 than they thought. Free cash flow is not an accounting measure, and companies are not required to compute it for you. It's not that hard to calculate though as you start with cash from operations and then deduct all the capital expenditures. This is where the devil is in the details because this is where you will see how overvalued many tech companies are because of the billions of dollars they're spending. The big risk here is the return on investment will likely not come very quickly and maybe not at all. This doesn't mean you shouldn't invest in stocks as you can still find good quality equities that are generating very good cash flow and that you're not overpaying for the earnings or the free cash flow. Personally, those are the types of businesses I'm looking for when investing for myself and my clients.   Consumer prices spike in March due to Iran war While it was in line with expectations, the headline CPI rose 3.3% compared to last year. This was the highest annual rate since April 2024, and it was substantially higher than February's reading of 2.4%. The obvious reason for the increase was the change in oil prices. Energy showed an increase of 12.5%, largely due to a spike of 18.9% in gasoline prices. Month over month gasoline prices climbed 21.2%, which was the largest monthly increase since 1967 when the series was first published. Outside of the energy spike, prices did not look problematic considering core CPI, which excludes food and energy, saw an increase of 2.6% on an annual basis. This was relatively in line with recent months and was 0.1% below the forecast. While the Fed may be able to look through these inflation numbers, if energy remains elevated the concern is it will start to impact core CPI as well. Companies will need to start raising prices to offset their higher expenses due to energy costs. For example, airline fares, which rose 14.9% over the past 12 months would see further pressure. Deutsche Bank estimates that if jet fuel prices stay near current levels for a full year, airlines would have to increase ticket prices by about 17% to offset those cost pressures. Transportation would also be problematic with companies like Amazon, UPS, and FedEx needing to pay more to move goods around the economy. We have already seen the introduction of fuel and logistics surcharges and those will likely climb further if problems persist. On a positive note, the shelter index rose just 3.0% on an annual basis, which was tied for its lowest level since August 2021. As I have mentioned before, I anticipate shelter inflation will continue to decline as the year progresses. Overall, the main takeaway is if this Iran war can be contained and energy prices start to decline, which I think they will, inflation should not be a problem in 2026.     Financial Planning: Reporting a Backdoor Roth IRA Normally when income is above $236k for joint filers or $150k for single filers, the ability to make Roth IRA contributions is phased out.  A backdoor Roth IRA is a strategy that allows high-income taxpayers to fund Roth IRAs, but it needs to be done correctly.  It is a two-step process that involves making a traditional IRA contribution and then converting that contribution into a Roth IRA.  This can only be done if the account holder does not have any other pre-tax IRAs.  When the initial contribution is made to the traditional IRA, it needs to be reported as a non-deductible contribution.  When the funds are converted, a 1099-r is generated, and as long as the initial contribution was reported correctly, the conversion is not taxable.  The end result is a Roth IRA that can grow tax-free.  While this can be a benefit, it is crucial that everything is reported correctly to prevent filing errors, overcontributions, and amended tax returns.   Companies Discussed: ServiceNow, Inc. (NOW), NIKE, Inc. (NKE), RH (RH) & Invesco Ltd. (IVZ)

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.

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.

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...

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.