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From Honeywell's CEO declaring AI will 'redefine automation' amid mounting labor shortages, to global capitalism doubling down on an AI future that alarms voters, the artificial intelligence investment story is entering a new and more complex phase. We examine whether AI's promises are translating into real economic returns and how investors should position themselves.Today's Stocks & Topics: Amazon.com, Inc. (AMZN), Markt Wrap, How A Senior Should Invest, SEC rule change, AI Automation Stocks to Watch: Are Workers and Investors Ready for What's Coming?, IonQ, Inc. (IONQ), International Business Machines Corporation (IBM), Alphabet Inc. (GOOG), Silvercrest Asset Management Group Inc. (SAMG), Industrial Logistics Properties Trust (ILPT), China.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
En Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa en una jornada marcada por el optimismo de los inversores tras las noticias sobre un acuerdo entre Estados Unidos e Irán que permitiría reducir la tensión en Oriente Próximo y garantizar la reapertura del estrecho de Ormuz. Las bolsas asiáticas celebran la noticia con fuertes avances, lideradas por el Nikkei japonés y el Kospi surcoreano, mientras que los futuros europeos apuntan a una apertura claramente alcista impulsada por la caída del precio del petróleo y la mejora de las perspectivas para la economía global. En el primer análisis de la mañana, Eduardo Bolinches, analista de Invertia, examina cómo están reaccionando los mercados a este nuevo escenario. Analizamos el impacto del descenso de las tensiones geopolíticas sobre la renta variable, las materias primas y los bonos, así como el protagonismo que siguen manteniendo los grandes valores tecnológicos. La atención de los inversores también continúa centrada en la histórica salida a bolsa de SpaceX y en las próximas operaciones corporativas del sector tecnológico, con especial interés por compañías como Anthropic y Alphabet Inc.. Además, analizamos el papel de la Reserva Federal en un entorno donde la evolución de la inflación y la energía seguirá siendo determinante para la política monetaria. En la Entrevista Internacional, conversamos con José Luis Kaisser, profesor del Máster en Relaciones Internacionales del IEB, para analizar las consecuencias geopolíticas del acuerdo anunciado por Estados Unidos e Irán, la reapertura de Ormuz y el papel que están desempeñando las principales potencias internacionales en la región. También abordaremos la reunión del G7, marcada por la crisis iraní y por el protagonismo de Donald Trump y Emmanuel Macron, así como el debate abierto en Switzerland sobre inmigración y crecimiento demográfico.
Another good month – investors are giddy. Oil – CRITICALLY LOW inventory (Inside Baseball). Fed governor admits inflation is hard to control. A major name says they are reducing stocks – but are they really? Announcing the Winner of the CTP for Salesforce (CRM). 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 - Another good month - investors are giddy - Oil - CRITICALLY LOW inventory (Inside Baseball) - Fed governor admits inflation is hard to control - A major name says they are reducing stocks - but are they really? - Announcing the Winner of the CTP for Salesforce Markets - Huge reversal in Software stocks - A few names on the move - and moving BIG! - SpaceX IPO - could drain markets - More AI valuations through the roof Pizza Mouth ! Reversal - Software stocks bounced this week on strong results from Snowflake and Okta, which both recorded their best days on record. - The results signal that investors may have been too quick to declare the end of software with the emergence of artificial intelligence. - Even as AI displaces certain tools and job functions, many software companies continue to show growth, assisted by their own AI products. - The iShares Expanded Tech-Software exchange-traded fund rose 8% this week and closed May up 21%, the best monthly performance for the ETF since October 2001. - With this month's rally, the iShares software ETF is only down 3.8% for the year, still badly trailing the Nasdaq, which has gained 18% in 2026. Snowflake - Amazon said Wednesday that its cloud division has landed a $6 billion spending commitment from Snowflake, which includes the use of the company's custom silicon and chips for artificial intelligence. - Snowflake's purchase of services and technology from Amazon Web Services will occur over five years, according to a press release about the agreement. - Snowflake intends to expand its use of Amazon's Graviton general-purpose chips, as well as cloud-based graphics processing units for AI. - Snowflake and Amazon are frenemies - they compete but also partner with each other. - Stock up 36% on this news DELL!!!!!!!!!!!! - Dell Technologies Inc. shares surged due to an outlook for annual sales that far surpassed expectations on demand for servers that power artificial intelligence work. - Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts' average estimate of $142.1 billion. - The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, with Chief Operating Officer Jeff Clarke saying “The AI opportunity shows no signs of slowing.” - The shares surged 33% to $420.91 at the close Friday in New York, the biggest single-day increase in the more than seven years since the hardware maker returned to the public markets after a five-year hiatus as a private firm. - Up 150% YTD More Dell - New XPS 13 at $699 targets price-sensitive market - Aims to compete with MacBook Neo, lower-end Windows devices - Launch amid global memory chip crunch to gain market share - WINING OVER JCD: -- 13.4-inch screen (very compact footprint) Options: 2K / 2.5K LCD (120Hz) OLED touchscreen (higher contrast)| - Very thin bezels ? almost edge?to?edge screen - Weighs 2.2 lbs - one of the lightes out there and a rival to Apple's Macbook Neo Infighting - OpenAI may release multi-chip AI software, challenging Nvidia's (NVDA) ecosystem advantage, according to The Information - Oh, and NVDA is now releasing a CPU for PCs that is aggrevating Intel and AMD Kaboom! - Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad, dealing a major setback to the company. - The explosion is the latest blow to New Glenn's reputation as a reliable alternative to SpaceX's Falcon 9, and Blue Origin's launch schedule is certain to suffer significant delays. - The incident will also affect Amazon's ambitions to build out its Leo satellite network and may delay Blue Origin's role in NASA's Artemis program, which aims to send humans back to the moon. - As important as it will be for Blue Origin to diagnose the cause of the rocket explosion, it could take many months to repair its launchpad in Florida. Taking Down - Really? - BlackRock Inc. is trimming its bet on stocks across its model-portfolio business as US equities surge to record highs following a strong earnings season. - The firm cut its overweight position in equities from 3% to 1%, triggering billions of dollars of flows between BlackRock's exchange-traded funds. - BlackRock remains confident in equities and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending, but is rotating away from longer-dated US debt in favor of global fixed-income and liquid alternatives. Slight - SpaceX is targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. - The company is seeking to raise as much as $75 billion, which would make it the biggest IPO of all time, and is expected to start formal marketing of its IPO as soon as June 4. -SpaceX had $18.7 billion in revenue in 2025, and the company's pitch to investors shows its evolution into an AI services and infrastructure giant with a total addressable market of $28.5 trillion. - 3-5% of the shares will be floated (TIGHT) Strategy: keep supply constrained, which: supports price discovery maintains founder control creates early scarcity dynamics - - - SpaceX has reserved 5% of the shares ?in its planned initial public offering for certain employees and individuals selected by its executive officers, exempting them from post-IPO lock-up restrictions AND.. Even more Valuations - AI giant Anthropic is now worth more than OpenAI. - Anthropic announced a $65 billion Series H financing at a $965 billion valuation, a round led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. - The financing puts its valuation above that of rival AI lab OpenAI. - The valuation has TRIPLED since February Let's GO! - Shares of LG Electronics surged as much as 24% after the company announced a series of automotive innovations built with technology from Alphabet Inc.'s Google. - The company said its new range of solutions is built on Android automotive operating systems. Its system can control multiple displays with different aspect ratios at the same time by using a single-on-chip, which is different from other conventional in-vehicle display systems, LG said. - But 24% on this news? - More reason that the KOSPI is moving higher No One Care - But... - Inflation has been above the 2% target for 5 years now - Minneapolis Federal Reserve President Neel Kashkari said Thursday that bringing down inflation in the U.S. remains his top priority, warning that consumer prices are still “much too high.”| - Speaking to CNBC's Kaori Enjoji at the Bank of Japan-IMES Conference, Kashkari said that the U.S. central bank would continue taking a “balanced approach” to its dual mandate of price stability and full employment. - 5 YEARS! ---- What that tells us is that the Fed is totally unable to do anything about inflation .... Are we the only ones that see that? Inside Baseball - From a colegie that will go un-named. --- Let's just say he is someone who knows what they are talking about and runs BIG money ----- This is what he said to me..... - Apparently, oil execs were opining with POTUS in meetings yesterday that oil inventories are at alarmingly low levels and oil prices could soon skyrocket (I might soften that language a bit but they know the oil biz better than me) if SoH does not open soon. - I ran a few numbers on total oil inventories including and excluding the SPR. - Total supplies are 10th percentile vs history (although that includes a period when the SPR ramped from 0 to 600mln barrels in the 1980's). - Today it is 4th percentile if you start from 1990 when the SPR was basically full. - The 4 week net and % draw the last 3 weeks are the largest draws of all time. - And not surprising the 1 week net and % draw of the SPR are also the 2 largest draws of all time the last 2 weeks. Surprised - No.... --- This is another story similar to what we saw a few months ago - Taiwan prosecutors suspect that three individuals smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan. - The trio was detained for allegedly falsifying documents related to exports of Super Micro Computer Inc. servers containing advanced Nvidia chips, which the US has barred from sale to China without a license. - Taiwan authorities seized about 50 servers for which they accuse the trio of preparing fraudulent export documents, but at least one shipment had already gone through Taiwan customs and made it to Hong Kong. Under/Over? - Tesla will be somehow folder/merged or taken over by SpaceX in an all stock deal - Tesla market cap is $1.6 Trillion so that will be a tough one to take on as SpaceX is about equal in size. ---- If this happens, when ? Mini Retirement - Is this a THING? - A mini retirement is when you take a planned break from working, usually for a few months to a couple of years, instead of waiting until age 65+ to fully retire. - Tim Feerris popularized this... (4 day workweek dude) Step 1: Work & save aggressively 2–10+ years Build a specific “freedom fund” Step 2: Take time off 3 months to 2 years Travel, recharge, pursue interests, or experiment with new ideas Step 3: Return to work Same career… or pivot to something new Then repeat if desired. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM) 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
What a way to close out the month. May is officially in the books, and for investors, it was hard to complain. Strong earnings, resilient economic data, and continued momentum in big tech helped push markets higher, leaving many traders wondering: Can this rally keep going? In today's Trading Week Wrap Up, we break down the biggest stories that shaped the month and the latest price action in the market's heavyweight leaders, including Microsoft, Alphabet Inc., and several other members of the Magnificent 7. We'll discuss: Why tech continues to lead the charge Whether AI enthusiasm is still driving the market What the latest price action is telling us Where opportunities and risks may be developing And of course, I'll provide updates on my own trades, including position management, recent adjustments, and lessons learned from the week's action. As always, we'll focus on what matters most: price, probabilities, and preparation. Because while headlines come and go, the market leaves clues every day. Listen now:
Today's top stories, with context, in just 15 minutes.On today's podcast:1) The US and Iran have reached a preliminary deal to extend a ceasefire by 60 days and discuss the future of Tehran’s nuclear program, according to a person with knowledge of the matter. Vice President JD Vance said the US and Iran are “going back and forth on a couple of language points,” including over issues relating to Tehran’s nuclear capabilities, and that Iran appears to be negotiating in good faith. The US Treasury Secretary reiterated President Trump’s three “red lines” — reopening the Strait of Hormuz, Iran surrendering highly enriched uranium and ending its nuclear program — remain in place.2) Dell shares soared in extended trading after the company gave an outlook for annual sales that far surpassed analysts’ estimates. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, according to the company. Dell’s server business has been viewed as an AI winner this year, sparking the stock more than 150% higher through Thursday’s close.3) Anthropic PBC raised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment. The funding was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, with each of the lead investors putting in more than $2 billion. Alphabet Inc.'s Google and Amazon.com Inc. also invested in the round, with Google contributing several billion dollars and Amazon investing $5 billion.See omnystudio.com/listener for privacy information.
Transkrypcja:Transkrypcję tego odcinka znajdziesz tutaj. Czy seria omawiająca technologiczne spółki z indeksu S&P 500 zostanie dokończona? TAK! W tym odcinku bierzemy na tapet Alphabet Inc. (Google). #BoCzemuNie ? POBIERZ ODCINEK Partnerzy technologiczni: > iDream – Apple Premium Reseller, Apple Premium Service Provider > Pancernik – Akcesoria do telefonów i nie tylko Partner odcinka: > BETA ETF – pierwszy dostawca polskich funduszy ETF, jest ich już ponad 15! (współpraca płatna) Linki: Zadaj pytanie w odcinku lub zgłoś temat! Newsletter podcastu Myślisz o podcaście? Sprawdź warsztat „Poznaj podcasting” Mateusz Mucha Poprzednie odcinki o spółkach S&P 500 Książka Johna C. Bogle'a Odcinek podcastu „Echa Rynku” – Mała czerwona książka Bogle’a „Złota klatka usług Apple” Bądźmy w kontakcie: X | Facebook | Instagram | kontakt@boczemunie.pl > Prowadzący: Krzysztof Kołacz Mam prośbę: Oceń ten podcast w Apple Podcasts oraz na Spotify i YouTube. Zostaw tyle gwiazdek, ile uznasz. Twoja opinia ma znaczenie! Zainteresowany współpracą? Pogadajmy. > Liczby znajdziesz na boczemunie.pl/partner/ Słuchaj, gdzie chcesz: YouTube | Apple Podcasts | Spotify | Overcast FM i przez RSS Dobrego odbioru! Bo czemu nie? Rozdziały: (00:00:00) PARTNERZY (00:00:27) INTRO (00:01:02) Wstępniak (00:02:33) Gość: Mateusz Mucha (00:07:57) Mała czerwona książeczka (00:24:03) Gadżeciarz? (00:26:46) Pogadajmy o spółce Alphabet Inc. (Google) (01:08:04) Dywersyfikuj!
US equity futures rose, reversing earlier declines, helped along by late-market gains in Alphabet Inc. and Amazon.com Inc. Meanwhile, Meta Platforms Inc. shares slid in post-market trading alongside Microsoft Corp., keeping alive lingering concerns over artificial intelligence spending. We heard from Maribel Lopez, Lopez Research Founder and Principal Analyst. She spoke to Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East. Four officials voted against the decision, including three who objected to language in their post-meeting statement that suggested the central bank would eventually resume cutting rates. In what will be his last press conference as Fed chair, Jerome Powell said he intends to remain at the central bank as a member of its Board of Governors. We heard from Jeanette Garretty, Robertson Stephens Chief Economist. She spoke to Bloomberg's Haidi Stroud-Watts and Shery Ahn. See omnystudio.com/listener for privacy information.
Your morning briefing. All the news you need to start your day.On today's podcast:(1) A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc.’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind.(2) Brent oil rallied to a wartime high after Axios reported that US President Donald Trump is set to receive a briefing on new military options for action in Iran, signalling the potential for fresh escalation in the Middle East.(3) President Donald Trump said the US is reviewing its troop levels in Germany and will decide soon whether to reduce that number, escalating tensions with a top NATO ally over the war in Iran.(4) Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.(5) The Bank of England is likely to keep interest rates on hold on Thursday as policymakers play for time amid the febrile standoff between the US and Iran.(6) Standard Chartered posted record first-quarter earnings that surged past analyst estimates, as record wealth inflows offset precautionary charges linked to escalating tensions in the Middle East.Podcast Conversation: Rolex, Cartier Court Gen Z Buyers With Shift to Smaller WatchesSee omnystudio.com/listener for privacy information.
In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar afterward. From Apple Inc. to Alphabet Inc., Shopify Inc., Brookfield Corporation and more, we break down why we sold, what we learned, and how those experiences shaped our investing philosophy today. We also discuss the emotional side of investing, why patience matters, and how short-term thinking can destroy long-term returns. Plus, we react to Lululemon Athletica Inc. hiring a former Nike, Inc. executive as CEO and whether the selloff could create an opportunity for investors. If you’ve ever sold a stock too soon, this episode is for you. Tickers of stocks discussed: AAPL, GOOGL, SHOP, BN, BIP, BEP, FFH, PWR, LULU, NKE, ATZ, AAPL, OVV Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Join us for an in-depth conversation with John L. Hennessy, Chairman of Alphabet and Co-founder of the Knight-Hennessy Scholars Program. This episode explores the rapid progress of artificial intelligence, breakthroughs in chip technology, quantum computing, and the evolution of leadership in the era of complexity. We discuss agentic models, world models, advances in drug discovery, robotics, and the vibrant startup ecosystem at Stanford, all through the lens of one of the world's most accomplished innovators.Whether you're a tech enthusiast, startup founder, or leader navigating the complexities of today's world, this episode offers invaluable insights, practical recommendations, and a vision for the future shaped by AI and innovation.Subscribe for more episodes featuring visionary leaders and experts!
Your morning briefing. All the news you need to start your day.On today's podcast:(1) President Donald Trump insisted that freedom of navigation through the Strait of Hormuz be part of any deal to end the Middle East war and escalated threats to obliterate key Iranian infrastructure if his terms aren’t met before a Tuesday deadline. (2) By warning that the US would deliberately bomb civilian infrastructure in Iran and effectively bring the country to its knees if officials there don’t reopen the Strait of Hormuz, President Donald Trump drew criticism that he was threatening to commit war crimes. His comments also raised questions about whether he could ever be punished for such conduct.(3) Britain will host a meeting of allied military officers to discuss plans for securing the Strait of Hormuz as Donald Trump’s deadline for Iran to reopen the waterway looms.(4) Five European Union members urged the bloc to tax windfall profits energy companies are reaping as a result of the US-Israeli war on Iran.(5) Rivals OpenAI, Anthropic PBC, and Alphabet Inc.’s Google have begun working together to try to clamp down on Chinese competitors extracting results from cutting-edge US artificial intelligence models to gain an edge in the global AI race.(6) NASA’s four Artemis astronauts swung behind the moon and are headed home, in a journey that shattered space travel distance records and brought people the closest they’ve been to the lunar surface in more than 50 years.Podcast Conversation: Injured US Airman in Iran Used Boeing Device to Signal Rescuers See omnystudio.com/listener for privacy information.
Si apre oggi e prosegue fino a domenica 29 marzo la 57ª edizione di Cosmoprof Worldwide Bologna, da oltre cinquant’anni evento di riferimento per le aziende e i professionisti della filiera cosmetica. Anche quest’anno Radio 24 è presente con la sua postazione nel Centro Servizi della manifestazione. L’evento si svolge nel quartiere fieristico del capoluogo emiliano, con BolognaFiere che nel 2025 ha registrato un fatturato record di 306,7 milioni di euro, confermandosi piattaforma internazionale di riferimento per il settore beauty. L’edizione 2026 conta 3.104 espositori da 68 Paesi, oltre 10mila brand rappresentati e una manifestazione sold-out, con oltre 250mila visitatori attesi. Forte la spinta internazionale: l’80% degli espositori arriva dall’estero e il 37% è rappresentato da nuovi partecipanti, con un aumento significativo di interesse da Stati Uniti, Medio Oriente, Asia e Africa. Sono presenti 33 collettive nazionali, incluse nuove partecipazioni da Arabia Saudita, Belgio, Portogallo, Ungheria e Uzbekistan. In questo contesto, il settore cosmetico italiano conferma la propria solidità: nel 2025 ha raggiunto un fatturato di 18 miliardi di euro (+2,9%), trainato dalle esportazioni che superano gli 8,6 miliardi (+4,1%) e rappresentano circa la metà del totale. Il mercato interno vale 12,8 miliardi (+3,2%), con una crescita sostenuta da digitale e fragranze.Ci colleghiamo con Gianpiero Calzolari (nella foto a sinistra), presidente di BolognaFiere; Benedetto Lavino (nella foto a destra), presidente di Cosmetica Italia dai nostri studi a BolognaGiuria California, Meta e Google responsabili per dipendenza dai socialUna giuria di Los Angeles ha condannato Meta Platforms e Alphabet Inc. a risarcire una giovane donna per danni legati all’uso dei social media, segnando un nuovo passaggio nella crescente pressione legale sulle Big Tech. Il caso non è isolato: poche ore prima un’altra giuria, in New Mexico, aveva già sanzionato Meta per non aver protetto adeguatamente i minori, con una multa complessiva di 375 milioni di dollari. Le accuse riguardano meccanismi che favorirebbero dipendenza e problemi di salute mentale, in un contesto dominato da modelli di fruizione come lo scroll infinito e la cosiddetta “tiktokizzazione” dei contenuti, ormai diffusa anche su Instagram e YouTube. Gli esperti parlano di un possibile “momento Big Tobacco” per il settore tecnologico, con il rischio di una revisione profonda dei modelli di business. Intanto negli Stati Uniti cresce la pressione politica per introdurre nuove norme a tutela dei minori, mentre le aziende cercano un dialogo con l’amministrazione Trump. Il commento è di Biagio Simonetta, Il Sole 24 Ore.Crisi energetica e guerra in Medio OrienteLa crisi in Medio Oriente torna al centro del dibattito internazionale, con il conflitto tra Stati Uniti, Israele e Iran che alimenta tensioni geopolitiche e timori economici globali. Al centro delle preoccupazioni anche lo stretto di Hormuz, snodo strategico per l’energia mondiale, il cui futuro resta incerto. Durante gli incontri dell’Aspen Institute a Venezia, gli analisti hanno sottolineato come il conflitto stia già producendo effetti sull’economia, tra aumento dei costi energetici, inflazione e rallentamento della crescita. L’Europa e l’Italia, pur avendo diversificato le fonti energetiche dopo la crisi del gas russo, restano esposte a nuove vulnerabilità. Sul piano geopolitico, qualsiasi evoluzione del conflitto rischia di lasciare un Medio Oriente ancora più instabile, mentre la Cina osserva e sul fronte diplomatico emergono timidi segnali di movimento. Il commento è di Giulio Tremonti, deputato (FdI) e presidente della commissione Affari esteri ed europei della Camera, Aspen Institute Italia.
Major League Baseball's exclusive partnership with Polymarket signals the growing acceptance of prediction markets in mainstream finance. These platforms are evolving from niche betting sites to legitimate forecasting tools that could reshape how markets price risk and uncertainty.Today's Stocks & Topics: SM Energy Company (SM), Market Wrap, Federal Agricultural Mortgage Corporation (AGM), Private Equity vs. Private Credit, How to Shorth a Stock, Zebra Technologies Corporation (ZBRA), Prediction Market Platforms: How Polymarket and Sports Betting Are Reshaping Finance, Microsoft Corporation (MSFT), 401/457 Plans, Alphabet Inc. (GOOGL), Denison Mines Corp. (DNN), Current Economic and the 2008 Financial Crisis.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
This Day in Legal History: Jones ActOn March 2, 1920, Congress passed the Merchant Marine Act of 1920, better known as the Jones Act. Enacted in the aftermath of World War I, the statute reflected a national effort to strengthen the United States' merchant marine fleet. Lawmakers believed that a robust domestic shipping industry was essential to both economic growth and national defense. The Act required that goods transported between U.S. ports be carried on vessels that are built in the United States, owned by U.S. citizens, and crewed primarily by Americans. Senator Wesley L. Jones sponsored the measure, arguing that reliance on foreign ships posed strategic risks.The law reshaped American maritime commerce for decades. By limiting coastwise trade to qualifying vessels, Congress sought to ensure a steady demand for American shipyards and maritime labor. Supporters have long maintained that the Act protects domestic jobs and guarantees a ready fleet in times of war or national emergency. Critics, however, argue that the restrictions reduce competition and raise shipping costs. Those higher costs are often felt most sharply in non-contiguous states and territories such as Puerto Rico and Hawaii, which depend heavily on maritime transport.Over time, the Jones Act has generated extensive litigation and recurring legislative proposals for reform or repeal. Courts have been called upon to interpret its scope, exemptions, and application to modern shipping practices. More than a century after its passage, the statute remains a focal point in debates over free trade, federal power, and national security.President Donald Trump ordered federal agencies to stop using artificial intelligence products from Anthropic after the company declined to support certain military applications. The dispute arose when Anthropic said it would not provide its technology for mass domestic surveillance or fully autonomous weapons systems. Trump accused the company of trying to impose its own political views on the Department of Defense and claimed its stance threatened national security. Shortly after the president's directive, Defense Secretary Pete Hegseth announced that military contractors and partners could no longer conduct business with Anthropic. The Defense Department said it would phase out the company's technology within six months while transitioning to another provider.Anthropic CEO Dario Amodei had stated that while AI can support lawful foreign intelligence efforts, mass surveillance of Americans raises serious civil liberties concerns. He also argued that fully autonomous weapons lack the reliability and oversight needed to ensure responsible use. According to Anthropic, the Defense Department required contractors to agree to “any lawful use” of AI systems, including applications the company views as risky. The government also threatened to label Anthropic a national security “supply chain risk,” a designation the company says is usually reserved for foreign adversaries. Anthropic maintains that such a move would be legally questionable and has pledged to challenge it in court. The company further argues that any formal designation would likely apply only to government contract work, not to all commercial activity.Trump Tells Federal Agencies To Drop ‘Woke' Anthropic Tech - Law360Trump admin blacklists Anthropic; AI firm refuses Pentagon demandsOpenAI has completed a massive $110 billion funding round that values the company at $730 billion. The investment was led by Amazon with a $50 billion contribution, while Nvidia and SoftBank each committed $30 billion. The deal was advised by Wachtell Lipton Rosen & Katz on behalf of OpenAI.As part of the transaction, OpenAI also entered into a strategic cloud partnership with Amazon and secured access to Nvidia's next-generation graphics processing units to expand its AI capabilities. The company said additional investors may join the round as it continues. OpenAI highlighted that more than 9 million paying business customers use ChatGPT, alongside roughly 900 million weekly active users.The funding reflects the accelerating competition among major technology companies to build AI infrastructure, including cloud systems, chips, and data centers. Amazon has already announced plans to invest about $200 billion in AI-related capital spending next year. Across the tech sector, companies such as Meta Platforms and Alphabet Inc. are also committing hundreds of billions of dollars to AI development. OpenAI described the moment as an infrastructure race, emphasizing that scaling capacity quickly will determine leadership in the industry.Wachtell Lipton Steers OpenAI On $110B Amazon-Led Funding - Law360A Los Angeles trial judge warned members of the press that she may impose a gag order in the high-profile social media bellwether case involving claims that major platforms harmed a young user's mental health. Carolyn B. Kuhl said a news report appeared to reference juror conversations overheard in a courthouse hallway, which she viewed as a violation of her directive to keep distance from jurors. She emphasized that preserving the integrity of the proceedings is critical and stated she would hold a hearing on a gag order if necessary.The case, pending in Los Angeles County Superior Court, is the first bellwether trial among more than 1,000 consolidated lawsuits. The plaintiff, identified as Kaley G.M., alleges that platforms such as Meta Platforms Inc.'s Instagram and Google LLC's YouTube used addictive design features that contributed to her mental health struggles. The judge has repeatedly instructed jurors not to discuss the case or consume media coverage, and she has taken steps to physically separate them from reporters and the public. She also restricted any physical descriptions of the plaintiff because her claims relate to harm suffered as a minor.Tensions over courtroom conduct have surfaced before. The judge previously warned attendees about unauthorized recordings and removed a plaintiffs' attorney from a leadership role for filming inside the courthouse. Meanwhile, the trial has included testimony from the plaintiff and expert witnesses who argue that social media addiction is real and harmful. The defendants maintain that other factors, including family dynamics, contributed to her condition. With additional trials planned, the outcome of this bellwether proceeding could influence settlement discussions and expose the companies to significant financial liability.Social Media Trial Judge Threatens Media With Gag Order - Law360Improper juror access in social media case, judge warns mediaA juror in the recent trial of Thomas Goldstein said the defendant's own testimony was a turning point in the case that led to his conviction on multiple tax and mortgage fraud charges. The juror described Goldstein's time on the stand as polished but theatrical, suggesting it felt more like a performance than a candid explanation. Goldstein had argued that errors in his tax filings stemmed from bookkeeping mistakes and reliance on outside accountants, and he claimed he overstated certain gambling winnings. Prosecutors, however, alleged that he intentionally failed to report millions in income, improperly deducted personal expenses, and misrepresented debts on mortgage applications.The jury convicted him on 12 of 16 counts, including tax evasion and mortgage fraud, while acquitting him on several charges tied to later tax years. He has been ordered to remain under home confinement pending sentencing. According to the juror, the government's extensive documentary evidence — including bank records, emails, and text messages — ultimately carried significant weight. Testimony about Goldstein's spending habits and lifestyle was also presented, though the juror said personal matters such as alleged affairs were not decisive.The defense emphasized accounting errors and challenged the venue for certain mortgage counts. Still, the juror said responsibility rested with Goldstein because he signed the tax returns. Prosecutors have praised the verdict, while the defense has not publicly commented. The case was tried in the U.S. District Court for the District of Maryland.Goldstein Testimony ‘Solidified' Case, Juror Says - Law360District of Maryland | Prominent Lawyer Thomas Goldstein Convicted of Tax Evasion and Mortgage Fraud | United States Department of Justice This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Addressing one of his biggest audiences at perhaps the lowest moment of his second term, President Trump returned again and again in his State of the Union speech to the same message on the economy: Everything is going great. A resolute Trump was determined to will Americans into a better economic mood, seeking to paint over the affordability concerns at the center of upcoming midterm elections with statistics and self-congratulation. “Inflation is plummeting. Incomes are rising fast. The roaring economy is roaring like never before,” Trump boasted early in the nearly two-hour speech. The US president didn’t even feel compelled to roll out fresh policy ideas to address the cost of living. And where he did allow that voters might have some misgivings about cost of living, he followed his well-worn playbook of pinning blame elsewhere. Ahead of the speech, Trump’s advisers had framed the evening as an opportunity to lay out a forward-looking economic agenda that could serve as a reset ahead of the midterms. But he focused more on touting his signature tax legislation and trade policies than major new cost-of-living proposals — a hint that the issue is still vexing the White House. 2) Four days after deriding the US Supreme Court justices who struck down most of his signature tariffs, President Trump was far milder in his criticism with some of them in the room. Delivering his State of the Union address Tuesday, Trump criticized Friday’s 6-3 ruling against his sweeping global tariffs as “very unfortunate” and “disappointing.” The four justices who attended — Chief Justice John Roberts and Justices Elena Kagan, Brett Kavanaugh and Amy Coney Barrett — sat stoically in their front-row seats. Even in their relatively mild form, Trump’s comments marked a rare instance of high court criticism during a State of the Union address. In 2010, then-President Barack Obama criticized the just-issued Citizens United campaign-finance ruling, accusing the court of ignoring a century of precedent.3) Nvidia Corp. is facing a high-stakes moment with its latest quarterly results on Wednesday, with the world waiting for fresh evidence that the AI spending boom remains on track. To satisfy investors, Nvidia likely needs to deliver another blockbuster report. That means easily topping the forecasts it gave three months ago and setting new targets that are above current Wall Street estimates. The company has done this repeatedly, but concerns have grown that the AI spending frenzy isn’t sustainable. Nvidia is the dominant supplier of processors used to develop and run AI models, making it the biggest bellwether of the artificial intelligence economy. Chief Executive Officer Jensen Huang has assured investors in public appearances that demand remains high and customers such as Meta Platforms Inc. and Alphabet Inc. have rolled out more aggressive spending plans. Investors also will be looking for additional ways for Nvidia to accelerate growth. That may include pushing further into China, where US export curbs — and Chinese pushback — have limited sales.See omnystudio.com/listener for privacy information.
En el Radar Empresarial de hoy ponemos el foco en los compromisos económicos de gran envergadura que ha dejado la cumbre global de inteligencia artificial celebrada en la India. El encuentro, encabezado por el primer ministro Narendra Modi, reunió a destacados dirigentes internacionales como Emmanuel Macron y Luiz Inácio Lula da Silva. La cita tuvo como propósito principal examinar los desafíos y oportunidades que plantea el desarrollo de la inteligencia artificial en el país asiático, así como su impacto en la economía global. Además de los líderes políticos, participaron figuras clave del sector tecnológico, que aprovecharon el foro para anunciar ambiciosos planes de inversión. Entre los anuncios más relevantes destacó el de Thomas Kurian, máximo responsable de Google Cloud, quien confirmó una inversión de 15.000 millones de dólares durante los próximos cinco años. El proyecto contempla la creación de un gran centro integral de inteligencia artificial en Visakhapatnam. Por su parte, Sundar Pichai, consejero delegado de Alphabet Inc., comunicó la puesta en marcha de dos nuevas rutas de fibra óptica para reforzar la conectividad regional, y subrayó la relevancia estratégica que la IA tiene ya en la vida cotidiana y en la competitividad empresarial. Otra de las grandes protagonistas fue Microsoft. Su presidente, Brad Smith, avanzó un compromiso inversor de 50.000 millones de dólares hasta el final de la década con el fin de ampliar el acceso tecnológico en el sur global. Aunque se esperaba la intervención de Bill Gates, finalmente canceló su participación para que la atención se centrara en los objetivos esenciales del foro. Estas cifras se suman a los 17.000 millones ya destinados el año anterior, consolidando a India como un mercado prioritario. También OpenAI anunció avances significativos. La empresa creadora de ChatGPT se asoció con Tata Consultancy Services para levantar dos centros de datos dentro del proyecto Stargate, con una capacidad inicial de 100 megavatios ampliable hasta un gigavatio. Su director ejecutivo, Sam Altman, incidió en el papel transformador de la IA. La cumbre dejó además una imagen llamativa: Altman y Dario Amodei, máximo responsable de Anthropic, evitaron estrecharse la mano en la despedida oficial.
It's not just Nvidia anymore. We will discuss the earnings from companies like ARM and Broadcom, analyzing the shift toward "Custom Silicon" designed specifically for distinct AI models.Today's Stocks & Topics: Tenet Healthcare Corporation (THC), CMOC Group Limited (CMCLF), Market Wrap, Banco Bilbao Vizcaya Argentaria, S.A. (BBVA), Cloudflare, Inc. (NET), Semiconductors: The "Custom Chip" War, How to Rollover a 401k, Dollar General Corporation (DG), Alphabet Inc. (GOOG), Housing Market, Equinix, Inc. (EQIX).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Today's top stories, with context, in just 15 minutes.On today's podcast:1) The relentless surge in memory chip prices over the past few months has driven a vast divide between winners and losers in the stock market, and investors don’t see any end in sight. Companies from game console maker Nintendo Co. to big PC brands and Apple Inc. suppliers are seeing shares slump on profitability concerns. Memory producers, meanwhile, are soaring to unprecedented heights. Money managers and analysts are now assessing which firms can best navigate the squeeze by locking in supplies, raising product prices or redesigning to use less memory. A Bloomberg gauge of global consumer electronics makers is down 10% since the end of September while a basket of memory makers including Samsung Electronics Co. has surged roughly 160%. The question now is how much is priced in.2) Alphabet Inc. is selling sterling and Swiss franc-denominated bonds for the first time, including an ultra-rare issue of a 100-year note, following a bumper $20 billion deal in the US. Google’s parent company is offering five tranches each of sterling and Swiss franc notes, according to people familiar with the matter, who asked not to be identified. The 100-year sterling bond is the first sale of such long-dated debt by a technology firm since the dot-com era. The sterling issue includes tenors of three to 32 years as well as the 100 year bond. The Swiss franc deal includes maturities of three, six, 10, 15 and 25-year bonds. Both deals are expected to price later today, the people said.3) President Trump said his pick to lead the Federal Reserve can stoke the economy to grow at a rate of 15%, an exceedingly rosy target that nonetheless underscores the pressure that Kevin Warsh will face if confirmed to the role. Trump, speaking in an interview with Fox Business, said Warsh was the “runner up” in his last search and that it was a big mistake to pick Fed chair Jerome Powell. It was not fully clear if Trump was referring to year-over-year growth or some other metric. The US economy, which is seen expanding 2.4% this year, has grown at an average annual rate of 2.8% over the past five decades. Gross domestic product has only risen at a 15%-plus pace a few times since the 1950s, including in the third quarter of 2020 as businesses reopened following pandemic-related closures.See omnystudio.com/listener for privacy information.
Technology stocks came under renewed selling pressure, dragging US equity markets lower - Dow fell -167-points or -0.34% to 49,240.99 after touching a record intra-day high of 49,653.13. Nvidia Corp fell -2.87%, with Chief Executive Officer (CEO) Jensen Huang saying in an interview with CNBC that the chipmaker's plan to invest in OpenAI remains “on track” after recent reports suggested brewing tension between the two sides. Mr Huang said that Nvidia would invest in OpenAI's next fundraising round, which he called the “largest private round ever raised in history.” OpenAI is engaging in fundraising discussions for a round that could raise as much as US$100B, according to a CNBC report last month. Retail giant Walmart Inc rose +2.94% and joined the club of stocks with a market capitalisation more than US$1 trillion. Only 11 other companies are larger, with Nvidia and Alphabet Inc (-1.22%) having market capitalisations greater than >US$4 trillion.
Technology stocks came under renewed selling pressure, dragging US equity markets lower - Dow fell -167-points or -0.34% to 49,240.99 after touching a record intra-day high of 49,653.13. Nvidia Corp fell -2.87%, with Chief Executive Officer (CEO) Jensen Huang saying in an interview with CNBC that the chipmaker's plan to invest in OpenAI remains “on track” after recent reports suggested brewing tension between the two sides. Mr Huang said that Nvidia would invest in OpenAI's next fundraising round, which he called the “largest private round ever raised in history.” OpenAI is engaging in fundraising discussions for a round that could raise as much as US$100B, according to a CNBC report last month. Retail giant Walmart Inc rose +2.94% and joined the club of stocks with a market capitalisation more than US$1 trillion. Only 11 other companies are larger, with Nvidia and Alphabet Inc (-1.22%) having market capitalisations greater than >US$4 trillion.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) The world’s largest tech firms show no signs of easing up on AI spending, a record wave that’s propelling hardware providers like Samsung Electronics Co. and SK Hynix Inc. That’s even as doubts persist about the staying power of artificial intelligence demand to justify all that capital. Meta Platforms Inc. alone revealed ambitions to spend as much as $135 billion this year — one of the biggest planned outlays of the business sphere. Meta, Microsoft and fellow hyperscalers such as Amazon.com Inc. and Alphabet Inc., are driving a wave of global spending on chips, servers and computers that’s firing up hardware suppliers around the world, particularly in Asia. A procession of industry linchpins’s results this week further underscored how voracious the appetite for AI hardware has grown — and how that’s likely to extend well into 2026.2) Tesla Inc. has planned $20 billion of spending this year to streamline its electric-vehicle lineup and shift resources toward robotics and AI, part of a sweeping set of changes pushing the company further from its roots as an automobile manufacturer. The capital expenditure plans laid out Wednesday – roughly twice as much as Wall Street was expecting – will support production expansion at multiple factories, scaling up the nascent robotaxi business and building out AI infrastructure. Tesla also revealed plans to discontinue the Model S and X vehicles and devote that plant capacity to building Optimus humanoid robots.3) Jerome Powell has two more opportunities to adjust interest rates before his term as Federal Reserve chair ends — and he may not need them. After the Fed kept borrowing costs on hold Wednesday, Powell talked up a “clear improvement” in the US outlook and said the job market shows signs of steadying. It signals a cautious optimism: Fed officials delivered three cuts last fall, and see nothing in the latest data to suggest more are needed to prop up the economy. Futures markets expect no shift in rates before June. By then, Powell’s term as chair will have ended and a new one should be in place — likely opening another phase of President Trump’s campaign for lower rates, which has upended the Fed over the past year. In a potential sign of what’s coming, the only two officials who voted for another cut this week were Governor Stephen Miran — on leave at the Fed from his post as a top Trump aide — and Governor Christopher Waller, one of four names on Trump’s shortlist of potential Powell successors.See omnystudio.com/listener for privacy information.
As interest rates stay high, defaults are starting to appear in the opaque world of "Private Credit." We will discuss the risks hiding in non-traded funds and business development companies (BDCs).Today's Stocks & Topics: IRADIMED CORPORATION (IRMD), Market Wrap, A-I Data Centers, Netflix, Inc. (NFLX), “The "Private Credit" Crack”, Costco Wholesale Corporation (COST), 7% Sell Rule, Small and Mid-Caps, Oracle Corporation (ORCL), Microsoft Corporation (MSFT), Alphabet Inc. (GOOG), CEOs and A-I.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands
On today's podcast:1) President Trump ordered a blockade of sanctioned oil tankers going into and leaving Venezuela, ratcheting up pressure on Caracas as the US builds up its military presence in the region. The move threatens to choke off the economic lifeblood of a country that was already under severe financial pressure. But it will have a less profound impact on global markets due to the diminished status of Venezuela’s oil industry. The OPEC member’s crude output has slumped about 70% through more than 25 years of socialist rule to less than 1 million barrels a day. It could potentially rebound if the governing regime were to change.2) The US is preparing a fresh round of sanctions on Russia’s energy sector to increase the pressure on Moscow should President Vladimir Putin reject a peace agreement with Ukraine, according to people familiar with the matter. The US is considering options, such as targeting vessels in Russia’s so-called shadow fleet of tankers used to transport Moscow’s oil, as well as traders who facilitate the transactions, said the people who spoke on condition of anonymity to discuss private deliberations. The new measures could be unveiled as early as this week.3) OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp. The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added. A deal would mark a win for Amazon’s fledgling semiconductor division. While Nvidia dominates the market for the powerful chips required to create AI platforms, developers such as Meta Platforms Inc. are starting to explore rival offerings from the likes of Alphabet Inc.’s Google.See omnystudio.com/listener for privacy information.
On today's podcast:1) US presidential envoy Steve Witkoff, fresh from the triumph of the Gaza peace deal, held a phone call last month with a senior Kremlin official to suggest they work together on a similar plan for Ukraine — and that Vladimir Putin should raise it with Donald Trump.2) White House National Economic Council Director Kevin Hassett is seen by advisers and allies of President Donald Trump as the frontrunner to be the next Federal Reserve chair, according to people familiar with the matter, as the search for a new central bank leader enters its final weeks.3) Stocks climbed as elevated expectations for US interest-rate cuts helped sustain traders’ newfound optimism into the Thanksgiving holiday. The S&P 500 was set to extend a three-day, 3.5% rally marked by broad gains across sectors. Alphabet Inc. rose 1.5% in premarket trading after three straight closes at all-time highs. The US benchmark also drew technical support as it moved back above its 50-day moving average. The dollar headed for back-to-back losses, while Treasuries eased.See omnystudio.com/listener for privacy information.
Asian stocks extended their gains into a third day, tracking advances on Wall Street as weak US consumer data lifted bets on a Federal Reserve interest-rate cut next month. MSCI's regional stock gauge rose 1.2%. Almost all of the 11 industry groups in the index advanced, with as many as three stocks gaining for every one that fell. That came after US benchmarks posted their third day of gains. Chinese equities opened steady as Alibaba Group Holding Ltd. shares fell as much as 2.8% in Hong Kong trading after its earnings. For more outlook on the markets, we spoke to William Bratton, Head of Cash Equity Research for the Asia Pacific at BNP Paribas. Plus - US consumer confidence slid in November by the most in seven months on growing anxiety about the labor market and the economy. The Conference Board's gauge decreased 6.8 points to 88.7, data out Tuesday showed. The figure was weaker than all estimates in a Bloomberg survey of economists. A gauge of expectations for the next six months declined to the lowest level since April, while a measure of present conditions slumped to a more than one-year low. And in regards to individual stock movers, Alphabet Inc. came off session highs that had driven the search giant closer to a $4 trillion valuation, after The Information reported that Meta Platforms Inc. is in talks to use Google's AI chips. Shares of Nvidia Corp., Advanced Micro Devices Inc. and Oracle Corp. remained lower. We get perspective from Jim Worden, CIO, The Wealth Consulting Group.See omnystudio.com/listener for privacy information.
On today's podcast:1) President Trump’s firm control of Washington showed signs of weakening Tuesday as Congress voted to compel the Justice Department to release its files on sex trafficker Jeffrey Epstein, whose earlier ties to the president have been the subject of intense scrutiny. The legislation overwhelmingly passed the House in a 427 to 1 vote. Within hours, the Senate agreed unanimously that the bill would be passed without further action once it arrives in the Senate. It will then be sent to Trump, who has said he’ll sign it. Trump late Sunday relented on his prior opposition and directed Republicans to vote to release the files. Senate Republicans ignored calls by Speaker Mike Johnson to give the Justice Department additional leeway to withhold documents. 2) President Trump said he would formally designate Saudi Arabia as a major non-NATO ally in a further strengthening of ties between the two countries, capping a day of dealmaking between the US leader and the kingdom’s Crown Prince Mohammed bin Salman. The designation for nations with close strategic relationships with the US provides financing and priority access for purchases of certain military equipment, as well as the ability to participate in joint research efforts. Saudi Arabia will become the 20th ally designated under the status, joining other nations in the Middle East including Egypt, Israel, and Qatar. MBS, as Saudi Arabia’s de facto leader is known, was joined by prominent executives and celebrities including Elon Musk and soccer star Cristiano Ronaldo at the Tuesday evening event, with Apple CEO Tim Cook, Nvidia’s Jensen Huang, and FIFA President Gianni Infantino also in attendance.3) Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when Nvidia reports its earnings after the bell on Wednesday. Analysts expect the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. The reason is fairly straightforward. Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. — which taken together represent more than 40% of Nvidia’s sales — are projected to increase their combined AI spending by 34% over the next 12 months to $440 billion, according to data compiled by Bloomberg. The risk is that these numbers could become unreliable if the big AI spenders, in particular closely held OpenAI, have to pull back on their commitments.See omnystudio.com/listener for privacy information.
We speak to the tech executive leading Google and its parent company Alphabet Inc. Sundar Pichai gives us his take on the 'AI bubble', saying no company is immune if the bubble bursts on the "irrational elements" of the boom. He says AI will cause "social disruption" for jobs, even replace CEOs, and says people will have to adapt. Is the world ready?If you'd like to get in touch with the programme, our email address is businessdaily@bbc.co.ukPresenter: Faisal Islam Producers: Priya Patel, Elisabeth Mahy, Hannah Bewley(Picture: Google CEO, Sundar Pichai. Credit: Getty Images)
On today's podcast: 1) President Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit on Thursday, potentially stabilizing relations between the world’s biggest economies after months of turmoil. In the first sitdown between leaders since Trump’s return to the White House, the pair agreed China would pause sweeping controls on rare-earth magnets in exchange for what Beijing said was a US agreement to roll back an expansion of restrictions on Chinese companies. The US will also halve fentanyl-related tariffs on Chinese goods, while Beijing resumes purchases of soybeans and other agricultural products. The US is also extending a pause on some of its so-called reciprocal tariffs on China “for an additional year,” the Commerce Ministry in Beijing said in a statement, adding that China “will properly resolve issues related to TikTok with the US side.” Trump said he would visit China next April, with Xi planning to head to the US afterward. Despite speculation that Trump might make additional concessions — including the US opening access to Nvidia Corp.’s most advanced Blackwell line or changing its policy toward Taiwan — the president indicated that those issues hadn’t been part of the discussions. Trump and Xi did discuss access to some of the chipmaker’s other products, however, with the US president saying he planned to speak with Nvidia CEO Jensen Huang. 2) The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. Three bellwethers from different corners of the technology world – Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last quarter. That’s up 89% from a year earlier. Most of that cash was destined for data center construction and graphics processing units and other gear to fill them. Each increased their forecasts for future outlays. That was enough to rattle investors conditioned to expect enormous spending. 3) Treasuries fell the most in nearly five months after Federal Reserve Chair Jerome Powell cast doubt on a December interest-rate cut, even as a sagging labor market prompted policymakers to bring down borrowing costs Wednesday. While the central bank delivered a widely expected reduction in the benchmark lending rate to 3.75%-4%, Powell’s hawkish outlook ruffled the $30 trillion US bond market. At his afternoon press conference, Powell said a further reduction in rates at the December meeting “is not a foregone conclusion,” sending yields across tenors up by the most since June. See omnystudio.com/listener for privacy information.
In the late hours in the US, Alphabet Inc. reported solid sales. Meta Platforms Inc. sees total expenses to significantly rise in 2026. Microsoft Corp.'s expansion in its Azure unit failed to inspire traders. For more on the latest earnings, we turn to Daniel Newman, CEO of the Futurum Group.Plus - Federal Reserve Chair Jerome Powell's blunt warning that investors need to rein in expectations for a December interest-rate cut underscored a growing tug-of-war among US policymakers who are opposed in their outlooks for jobs and inflation. While Powell made it clear that the primary concern for some is a cooling job market, others inside the Fed are warning persistent inflation will limit room for more easing. And a freeze on the release of official economic data during the ongoing government shutdown is only hardening the divide.Powell's comments came after the Federal Open Market Committee voted 10-2 to lower the target range for the federal funds rate by a quarter percentage point, to 3.75%-4%. It was the second straight rate cut, but for the first time in six years, there were dissents in both directions — with one official advocating a larger reduction and another preferring to stay on hold. For more, we turn to Sean Clark, Chief Investment Officer at Clark Capital. **Disclaimer, at the time of this recording, US President Donald Trump and Chinese President Xi Jinping have not met yet. They are set to meet later on Thursday in South Korea (local time). See omnystudio.com/listener for privacy information.
On today's podcast:1) Netflix shares fell in premarket trading on Wednesday after the streaming-video company reported third-quarter results it said were hurt by a tax dispute with Brazil. The results came in the wake of reports that Netflix and Comcast are among the companies weighing bids for parts of Warner Bros Discovery. Warner's board will evaluate “a broad range” of options, including a planned split-up of the company by mid-2026, an outright sale or separate deals for its studios and streaming or cable-TV units, according to a statement Tuesday. Separately, shares of Texas Instruments fell after the chipmaker gave an outlook that is weaker than expected, indicating that some customers are slowing orders as they navigate mounting trade tensions.2) Anthropic PBC is in discussions with Alphabet Inc.’s Google about a deal that would provide the artificial intelligence company with additional computing power valued in the high tens of billions of dollars, according to people familiar with the matter. The plan, which has not been finalized, involves Google providing cloud computing services to Anthropic, according to the people, who asked not to be named because the information is private. The deal will allow Anthropic to use Google’s tensor processing units, or TPUs — the company’s chips that are custom designed to accelerate machine learning workloads, one of the people said. Google is a previous investor in, and cloud provider for, Anthropic.3) President Trump predicted an upcoming meeting with his Chinese counterpart, Xi Jinping, would yield a “good deal” on trade — while also conceding that the highly anticipated talks may not happen. While Trump foresaw the sit-down as being “very successful,” he said the possibility remains that it could fail to materialize. The two leaders are scheduled to meet later this month at the Asia-Pacific Economic Cooperation summit in South Korea.See omnystudio.com/listener for privacy information.
You don't always need to pick the hot technology stocks to get great returns Investing is very emotional and it's always nice to be part of the crowd and buy the hot stocks like Apple, Alphabet and Amazon, but they are not always the top performers. Sometimes your boring, undervalued companies can do very well. As an example, Apple over the years has performed nicely, but over the last five years the gain was 114%. Not a bad return, but if you held a boring company like Tractor Supply over the same five years, you would have a gain of 119%. Even an old insurance company like Allstate over the last five years was up 115%. Five years ago, if you saw the value in a company called Tapestry, which owns Coach and Kate Spade, your return was over 545%. Apple's not the only big tech company that was surpassed by these boring companies. If you look at Amazon over the last five years, you'll see a return of only 49%. One other area that is often discounted is that many of your boring companies are also paying dividends and generating cash flow that can be used to purchase other equities on sale. You may be thinking Apple does pay at dividend but it's important to note the yield is only 0.45%. Sometimes being boring is good and not being so concentrated in the hot stocks can pay off in the long run. I especially think this will be the case as we look out over the next 5-10 years! Another weak job report likely solidifies a Fed rate cut August non-farm payrolls increased by just 22,000, which was well below the estimate of 75,000. This weak report also comes with another month of negative revisions as employment in June and July combined is 21,000 lower than previously reported. Healthcare and social assistance continued to lift the headline number as the sectors added 31k and 16k jobs respectively. Many other areas in the report actually saw declines with payrolls in construction falling 7,000, manufacturing declining 12,000, and professional and business services dropping 17,000. Government also saw a decline of 16,000 jobs and I worry this is a ticking time bomb since employees on paid leave or receiving ongoing severance pay are counted as employed in the establishment survey and those that opted to take the government's offer at the beginning of the year will start coming off severance pay as the deal lasted through September. The most recent data I saw was that 75,000 federal employees took the offer, but not all were accepted into the program. I guess we will see the actual data and its impact over the next couple of months. With the weakness, I was surprised to see leisure and hospitality produce a gain of 28,000 jobs in the month. While much of this sounds concerning, the unemployment rate held relatively steady at 4.3% and that doesn't incorporate the fact that 1.9 million or 25.7% of all unemployed people were jobless for 27 weeks or more. My belief is that many of those that have been unemployed that long are skewing the data as I can't imagine they have been looking for a job that hard. With the unemployment rate low and deportations potentially weighing on the supply of workers, I just don't see how it would be possible to maintain strong job growth given the limited supply. Because of this I still don't remain overly concerned by the weak showing. Even with my lack of concern, this will likely lead to a Fed rate cut this month with markets now essentially putting odds for a 25-basis point cut at 100% and even a 50-basis point cut is now on the table with markets putting those odds at 12% after the job print. That's up from a zero percent chance on Thursday. Should you panic over the job opening data? The Job Openings and Labor Turnover Survey showed job openings fell to 7.18 million in the month of July. This was below the estimate of 7.4 million and also marked the lowest reading since September 2024. It was only the second time since the end of 2020 that job openings came in below 7.2 million. While this may sound troubling, I believe it just illustrates how crazy the labor market got after Covid. If we look at job openings before 2020, nearly 7.2 million openings would have been a great number. In 2016, job openings averaged 5.86 million; in 2017, job openings averaged 6.12 million; in 2018, job openings averaged 7.11 million; and in 2019, job openings averaged 7.15 million. So, while the headline may sound troubling, I still believe we could have job openings fall into the low 6 million range and it wouldn't be problematic, especially given the fact that unemployment remains extremely low. Even with that, I do believe the Fed will use this as further evidence of a softening labor market and that will give them the excuse to cut rates at the meeting this month. I'm still not convinced that is the right move, but we did hear from Fed Governor Christopher Waller, who is supposedly on the short list to replace Powell as Fed chair, that he believes there should be multiple cuts over the next few months, saying interest rates today are perhaps 1.0 to 1.5 percentage points above their “neutral” level. American luxury brands are destroying Europe's luxury brands It appears that European luxury brands like Gucci, Hermes and LVMH have increased their prices beyond what the average consumer is willing to pay. Currently, American consumers are spending the lowest share of discretionary income on luxury goods since 2019. The European luxury brands seem to have their heads in the clouds thinking American consumers would pay any price for a luxury purse from Europe. I think they have now discovered that the American consumer has reached their limit. Two luxury American brands have benefited from the ignorance of the European luxury brands. Both Ralph Lauren and Tapestry, which owns Coach and Kate Spade, have seen their sales increase. A chart of these luxury brands stocks shows European brands dropping while American brands have been increasing. One may be thinking now is the time to step in and buy Tapestry or Ralph Lauren, but with the recent stock increase they are no longer a great value as Ralph Lauren trades at over 20 times forward earnings and Tapestry is now over 19 times forward earnings. I would take a different side of the coin as I believe investors should understand that the European luxury brands will likely not just sit on their hands and do nothing and they will likely try and win back market share. With the increase in prices over the years I'm sure the profit margins are very fat, and they may have a good amount of space to do some heavy discounts to get their market share back. Both Tapestry and Ralph Lauren are dealing with the current tariff situation and that could hurt their profit margins going forward as well. On a side note, in years past we have warned people paying the high prices for European purses that they would not appreciate as much if at all. I have not researched it, but I feel pretty confident that if sales are down as much as they are, the resale on those expensive purses has probably dropped as well. Financial Planning: Mortgage rates reach 2025 low Mortgage rates have fallen to their lowest level of the year, reaching levels not seen since last October. Throughout 2025, 30-year mortgage rates have fluctuated between 6.5% and 7%, and as of Friday, September 5, they dipped as low as 6.29%. While this presents an opportunity for buyers and homeowners considering a refinance, caution is warranted. Rates are still likely to experience volatility even as the broader declining trend continues over the next several years. In 2024, mortgage rates actually rose at year-end despite the Federal Reserve implementing three rate cuts. In 2025, it is widely expected that the Fed will cut again in September, with additional cuts likely by year-end. This current window of lower rates may be worth taking advantage of, but paying upfront points may not be wise just yet, as there will likely be future opportunities to capture even lower rates. Companies Discussed: The Kraft Heinz Company (KHC), Best Buy Co., Inc. (BBY), Snowflake Inc. (SNOW) & Alphabet Inc. (GOOGL)
On today's podcast: 1) President Donald Trump took aim at Chinese leader Xi Jinping as he hosted foreign leaders at a major military parade in Beijing, a reminder of the lingering tensions between the two sides over trade, tech and other issues.“Please give my warmest regards to Vladimir Putin, and Kim Jong Un, as you conspire against The United States of America,” Trump said on his Truth Social site, referring to the leaders of Russia and North Korea, without elaborating.2) Global bonds are facing renewed selling pressure as jitters around inflation, debt sales and fiscal discipline erode sentiment toward what had previously been some of the world’s safest assets. 3) Alphabet Inc.’s Google will have to share some of its search data with competitors, but will not have to sell its popular Chrome web browser, a federal judge ruled Tuesday in the Justice Department’s landmark antitrust case against the search engine. The ruling allows Google to avoid one of the most severe remedy requests from the US government after the court found the company had an illegal monopoly in the search market.See omnystudio.com/listener for privacy information.
pWotD Episode 3038: Google Welcome to popular Wiki of the Day, spotlighting Wikipedia's most visited pages, giving you a peek into what the world is curious about today.With 1,467,444 views on Tuesday, 26 August 2025 our article of the day is Google.Google LLC ( , GOO-gəl) is an American multinational corporation and technology company focusing on online advertising, search engine technology, cloud computing, computer software, quantum computing, e-commerce, consumer electronics, and artificial intelligence (AI). It has been referred to as "the most powerful company in the world" by the BBC and is one of the world's most valuable brands. Google's parent company, Alphabet Inc., is one of the five Big Tech companies alongside Amazon, Apple, Meta, and Microsoft.Google was founded on September 4, 1998, by American computer scientists Larry Page and Sergey Brin. Together, they own about 14% of its publicly listed shares and control 56% of its stockholder voting power through super-voting stock. The company went public via an initial public offering (IPO) in 2004. In 2015, Google was reorganized as a wholly owned subsidiary of Alphabet Inc. Google is Alphabet's largest subsidiary and is a holding company for Alphabet's internet properties and interests. Sundar Pichai was appointed CEO of Google on October 24, 2015, replacing Larry Page, who became the CEO of Alphabet. On December 3, 2019, Pichai also became the CEO of Alphabet.After the success of its original service, Google Search (often known simply as "Google"), the company has rapidly grown to offer a multitude of products and services. These products address a wide range of use cases, including email (Gmail), navigation and mapping (Waze, Maps, and Earth), cloud computing (Cloud), web navigation (Chrome), video sharing (YouTube), productivity (Workspace), operating systems (Android and ChromeOS), cloud storage (Drive), language translation (Translate), photo storage (Photos), videotelephony (Meet), smart home (Nest), smartphones (Pixel), wearable technology (Pixel Watch and Fitbit), music streaming (YouTube Music), video on demand (YouTube TV), AI (Google Assistant and Gemini), machine learning APIs (TensorFlow), AI chips (TPU), and more. Many of these products and services are dominant in their respective industries, as is Google Search. Discontinued Google products include gaming (Stadia), Glass, Google+, Reader, Play Music, Nexus, Hangouts, and Inbox by Gmail. Google's other ventures outside of internet services and consumer electronics include quantum computing (Sycamore), self-driving cars (Waymo), smart cities (Sidewalk Labs), and transformer models (Google DeepMind).Google Search and YouTube are the two most-visited websites worldwide, followed by Facebook and Twitter (now known as X). Google is also the largest search engine, mapping and navigation application, email provider, office suite, online video platform, photo and cloud storage provider, mobile operating system, web browser, machine learning framework, and AI virtual assistant provider in the world as measured by market share. On the list of most valuable brands, Google is ranked second by Forbes as of January 2022 and fourth by Interbrand as of February 2022. The company has received significant criticism involving issues such as privacy concerns, tax avoidance, censorship, search neutrality, antitrust, and abuse of its monopoly position.This recording reflects the Wikipedia text as of 01:55 UTC on Wednesday, 27 August 2025.For the full current version of the article, see Google on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Mastodon at @wikioftheday@masto.ai.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm neural Niamh.
In its first six years from 1998 to 2004, Google built one of the greatest products of all time (and certainly the greatest business of all time) with Search. Then in its next six years from 2005 to 2011, Google built seven (!) more billion+ user products: Gmail, Maps, Drive and Docs, YouTube, Chrome, Android, and Photos — all either started from scratch internally or acquired as startups that were still in their infancy. This six-year period of wild innovation STILL stands unmatched in technology history… no other tech company counts more than four billion+ user products in its portfolio total. And of course, this “Google 2.0” era culminated in the transformation of the very company itself into Alphabet.So the question we answer today is… how did they do it?? And why? What was the strategy that led a once “pure play” search company into such far flung fields as email, mapping, funny cat videos and operating systems? We unpack the brilliant (and sometimes accidental) strategies behind each product, the simultaneous three-front war Google fought against Microsoft, Apple, and Facebook, and the spectacular failure of Google Plus that nearly destroyed the company's culture — before ultimately setting the stage for both Alphabet and the AI revolution to come.Sponsors:Many thanks to our fantastic Summer ‘25 Season partners:J.P. Morgan PaymentsAnthropicStatsigVercelLinks:Sign up for email updates and vote on Fall Season episodes!Jeff Dean and Sanjay Ghemawat New Yorker articleEric Schmidt on stage at the iPhone keynote (!)Bill Gurley's classic “Less than Free” Android postOur recent ACQ2 episode with Bret Taylor and Clay BavorWorldly Partners' Multi-Decade Alphabet StudyEpisode sourcesCarve Outs:Bluey x Camp in NYCSteam Deck vs Switch 2 (Part 2)ClaudeSony RX100 VIICarissimi clothingMore Acquired:Get email updates and vote on Fall Season episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and “Trump's AI Roadmap” (The Decode) https://x.com/PatrickMoorhead/status/1947644571627757683 https://x.com/PatrickMoorhead/status/1948044849858437209 https://x.com/PatrickMoorhead/status/1948045885939531813 https://x.com/PatrickMoorhead/status/1948063418696511930 https://x.com/PatrickMoorhead/status/1948057960636158019 https://x.com/danielnewmanUV/status/1948059191182045549 https://x.com/PatrickMoorhead/status/1948116469612527820 Pat on Yahoo Finance breaking the event down https://x.com/PatrickMoorhead/status/1948547645011525860 https://www.cnbc.com/2025/07/26/china-ai-action-plan.html US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode) https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/ https://x.com/PatrickMoorhead/status/1949535107288801287 https://x.com/danielnewmanUV/status/1949534884655145434 US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode) https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/ https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/ Trump announces ‘massive trade' agreement with Japan (Bulls and Bears) https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us Earnings Season (Bulls and Bears) Tesla Earnings https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html https://x.com/danielnewmanUV/status/1948525488936484961 IBM Q2 Earnings https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html Alphabet Inc. - Q2 2025 https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html https://x.com/danielnewmanUV/status/1947371163526570418 https://x.com/danielnewmanUV/status/1947724737813107160 T-Mobile US - Q2 2025 Earnings https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html ServiceNow Q2 2025 https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html https://x.com/PatrickMoorhead/status/1947726458891141274 https://x.com/danielnewmanUV/status/1947712998501462422 Intel - Q2 2025 Earnings https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html TSMC - Trillion Dollar Market Cap (Bulls and Bears) https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor
12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026. 2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now. © 2025 Ron Robins, Investing for the Soul
The record-breaking run in global stocks got fresh fuel to power the rally after the US reached a trade deal with Japan, an agreement with a key trading partner that eases concerns about the tariff war. MSCI's benchmark gauges for global equities and Asian shares both rose Wednesday. Contracts for the S&P 500 edged up on the tariff news after closing at its highest level Tuesday. Stocks in Japan jumped more than 2% with Toyota Motor Corp. and other automakers leading the gains. We break down the day's developments with David Aspell, Partner and Co-Chief Investment Officer at Mount Lucas Management. Plus - investors are also focused on megacap companies this week. Big Tech's strength will be on full display over the next few weeks as the group begins unveiling quarterly earnings. Tesla Inc. and Alphabet Inc. are reporting Wednesday. The so-called Magnificent Seven companies are expected to post a combined 14% rise in second-quarter profits, while earnings for the rest of the US equity benchmark are predicted to be relatively flat, according to Bloomberg Intelligence data. We discuss the role AI will play in those reports with Stephanie Leung, Chief Investment Officer at StashAway.See omnystudio.com/listener for privacy information.
Sergey Brin is a prominent technology entrepreneur and computer scientist. He is best known as one of the co-founders of Google, one of the world's leading technology companies. Sergey Brin was born in Moscow, Russia, on August 21, 1973, and emigrated to the United States with his family at the age of six.While pursuing his studies at Stanford University, Sergey met Larry Page, and together they developed the idea for a new and more efficient search engine that would later become Google.In 1998, they officially founded Google Inc., with the mission to organize the world's information and make it universally accessible and useful.Under Sergey Brin's leadership as President of Alphabet Inc. (Google's parent company) until his departure in 2019, Google grew into a multinational conglomerate and one of the most influential technology companies in the world.The company's innovations and products, including Google Search, Gmail, Android, Google Maps, and numerous others, have significantly shaped the digital landscape.He is also tied to Jeffrey Epstein according to court documents and eye witness accounts. In this episode, we dive into that relationship and see how Jeffrey Epstein allegedly was able to rope Brin in and get him as a customer for JP Morgan Chase.(commercial at 9:13)to contact me:bobbycapucci@protonmail.comsource:Jeffrey Epstein helped JPMorgan land Google's Sergey Brin as client (nypost.com)
Sergey Brin is a prominent technology entrepreneur and computer scientist. He is best known as one of the co-founders of Google, one of the world's leading technology companies. Sergey Brin was born in Moscow, Russia, on August 21, 1973, and emigrated to the United States with his family at the age of six.While pursuing his studies at Stanford University, Sergey met Larry Page, and together they developed the idea for a new and more efficient search engine that would later become Google.In 1998, they officially founded Google Inc., with the mission to organize the world's information and make it universally accessible and useful.Under Sergey Brin's leadership as President of Alphabet Inc. (Google's parent company) until his departure in 2019, Google grew into a multinational conglomerate and one of the most influential technology companies in the world.The company's innovations and products, including Google Search, Gmail, Android, Google Maps, and numerous others, have significantly shaped the digital landscape.He is also tied to Jeffrey Epstein according to court documents and eye witness accounts. In this episode, we dive into that relationship and see how Jeffrey Epstein allegedly was able to rope Brin in and get him as a customer for JP Morgan Chase.(commercial at 9:13)to contact me:bobbycapucci@protonmail.comsource:Jeffrey Epstein helped JPMorgan land Google's Sergey Brin as client (nypost.com)Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.
The start of a busy week for Corporate America saw stocks giving up most of their gains, with traders looking for signs of resilience in earnings amid tariff risks. Treasury yields fell alongside the dollar. While the S&P 500 closed above 6,300 for the first time, the gauge rose just 0.1%. Energy shares joined a decline in oil. Chipmakers almost erased their advance as Nvidia Corp. slipped. Fellow megacaps Tesla Inc. and Alphabet Inc. will kick off the group's earnings season this week. The stakes will again be high as investors look for updates on artificial-intelligence spending. We break down the day's price action with Ed Butowsky, Managing Partner at Chapwood Investments. Plus - shares in Tokyo gained 1% as trading resumed after a public holiday Monday. The MSCI regional stock gauge advanced 0.3% in early trading. Market participants are focused on the performance of Japanese markets as investors weigh policy uncertainty after the ruling Liberal Democratic Party's historic loss in Sunday's elections. For a closer look, we hear from Sean Darby, Managing Director at Mizuho Securities Asia. He speaks with Bloomberg's Shery Ahn and Paul Allen on The Asia Trade.See omnystudio.com/listener for privacy information.
On today's podcast: 1) Senate Majority Leader John Thune is rushing to meet President Donald Trump’s July 4 deadline for pushing through his massive tax and spending bill, but first he has to work through a list of approximately eight Republican senators who have expressed opposition to portions of it.2) US equity futures climbed as progress in trade negotiations between the Trump administration and key partners added to the upbeat sentiment that had pushed the S&P 500 to a fresh record high.3) Canada has withdrawn its digital services tax on technology companies such as Meta Platforms Inc. and Alphabet Inc. in a move to restart trade talks with the US.See omnystudio.com/listener for privacy information.
The Alphabet Inc. unit entered its fifth major city on Tuesday, operating robotaxis in a partnership with Uber in a 65-square-mile portion of the Georgia capital. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Sandeep A Saha, MD, MS, FHRS, Oregon Heart Center PC is joined by Saket Sanghai, MD, FHRS, Oregon Health & Science University, and Naga Venkata Krishna Chand Pothineni, MD, Kansas City Heart Rhythm Institute, to discuss how the study evaluated the effectiveness of implantable loop recorders (ILRs) in detecting arrhythmias in patients with hypertrophic cardiomyopathy (HCM). Traditional monitoring methods, like Holter monitors, often miss intermittent arrhythmic events in HCM patients. ILRs, offering continuous long-term monitoring, were found to identify clinically significant arrhythmias that might otherwise go undetected. The findings suggest that ILRs can play a crucial role in risk stratification and management of HCM patients, potentially guiding decisions regarding interventions such as implantable cardioverter-defibrillator (ICD) implantation. Overall, ILRs enhance the detection of arrhythmias in HCM, leading to improved patient care. https://www.hrsonline.org/education/TheLead https://www.jacc.org/doi/10.1016/j.jacep.2025.03.005 Host Disclosure(s): S. Saha: Honoraria/Speaking/Consulting Fee: Medtronic Membership on Advisory Committees: Medtronic Inc. Contributor Disclosure(s): S. Sanghai: Research: Siemens Healthcare Stocks (Publicly Traded): Apple Inc., Alphabet Inc., Amazon Stock Options (Publicly Traded): Intel K. Pothineni: Honoraria/Speaking/Consulting Fee: Medtronic, Inc., Biosense Webster, Inc., Boston Scientific
On today's podcast: 1) European stocks surrendered most of an early advance and Wall Street futures pared gains as China played down progress in its trade dispute with the US. 2) Google parent Alphabet Inc. reported first-quarter revenue and profit that exceeded analysts’ expectations, buoyed by continued strength in its search advertising business. 3) Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.See omnystudio.com/listener for privacy information.
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.
Sergey Brin is a prominent technology entrepreneur and computer scientist. He is best known as one of the co-founders of Google, one of the world's leading technology companies. Sergey Brin was born in Moscow, Russia, on August 21, 1973, and emigrated to the United States with his family at the age of six.While pursuing his studies at Stanford University, Sergey met Larry Page, and together they developed the idea for a new and more efficient search engine that would later become Google.In 1998, they officially founded Google Inc., with the mission to organize the world's information and make it universally accessible and useful.Under Sergey Brin's leadership as President of Alphabet Inc. (Google's parent company) until his departure in 2019, Google grew into a multinational conglomerate and one of the most influential technology companies in the world.The company's innovations and products, including Google Search, Gmail, Android, Google Maps, and numerous others, have significantly shaped the digital landscape.He is also tied to Jeffrey Epstein according to court documents and eye witness accounts. In this episode, we dive into that relationship and see how Jeffrey Epstein allegedly was able to rope Brin in and get him as a customer for JP Morgan Chase.(commercial at 9:13)to contact me:bobbycapucci@protonmail.comsource:Jeffrey Epstein helped JPMorgan land Google's Sergey Brin as client (nypost.com)
Welcome to #Millennial, the home of pretend adulting and real talk - But very demure, mind you. Don't forget to subscribe at the $10 tier at our Patreon to get this year's physical gift, the M Word Cloud T-shirt! Sign up by September 6th. Listener Mariann sends some encouraging feedback to another listener we spoke to in After Dark last week, and reveals a heartwarming connection to Laura. Trump has finally agreed to the September 10th ABC debate with Kamala Harris (mainly because he kinda has to). Google has been found to have an illegal monopoly on search functionality as the result of a case filed by the Trump administration.Is regulating Big Tech the one thing that can bridge the ideological divide? According to this ruling, one of the many ways Google has cornered the market on search is by paying Apple $20 billion yearly to be the default search engine on iPhones. Could this ruling lead to a breakup of Alphabet Inc., Google's parent company? Is the government equipped to keep up with regulating quickly evolving technology? Speaking of tech, Andrew has a bone to pick with people who complain about Elon, but continue to maintain their Twitter platforms. Is Twitter muscle memory when trying to get quick reactions out there? Why won't Laura just succumb to Threads?! Speaking of Elon, he isn't the only high-profile person who continues to double down on terrible takes: JK Rowling made headlines during the Olympics for spreading misinfo about Algerian boxer Imane Khelif's gender identity. Subsequently, both JK and Elon were named in a cyberbullying lawsuit Khelif filed in France. Where do we draw the line with personally cancelling famous people and platforms? We've got only the best recommendations lined up for y'all, as always: Amazon Prime's 'I Am: Celine DIon,' which follows Celine's battle with stiff person syndrome (Andrew), Laura and Pam's D23 recap and reaction on What The Hype?! (Laura), and the Halo Bolt for all your portable car jump starter and power banking needs (Pam). And in this week's installment of After Dark, available on Patreon and Apple Podcasts: Inspired by TikTok user bran_flakezz, we ask ourselves: "what is a friendship lesson that you've had to learn the hard way as an adult?" What really resonates with our panel? People who gossip to you are also probably gossiping ABOUT you! We share our own lessons learned, along with anecdotes about the times when we've either had to let friendships go, or reset our expectations and boundaries with them. Learn more about your ad choices. Visit megaphone.fm/adchoices
On the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week's episode, we discuss Tesla, Ford, and GM earnings, Rivian R2, and more. The show is live every Friday at 4 p.m. ET on Electrek's YouTube channel. As a reminder, we'll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps: Apple Podcasts Spotify Overcast Pocket Casts Castro RSS We now have a Patreon if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast: Tesla (TSLA) releases Q2 2024 results: billion-dollar revenue beat Tesla gives encouraging update on 4680 battery cells Tesla accelerates plans for cheaper electric vehicles, but not the $25,000 EV Tesla Robotaxi unveiling now planned for October 10, Elon hints at ‘one more thing' Elon Musk would be ‘surprised' if Tesla doesn't have ‘unsupervised self-driving' next year Elon Musk signals reaching limit of Tesla's HW3 despite self-driving promise Tesla warns against wet towel trick to speed up Supercharging Ford misses Q2 earnings by a wide margin as EV losses reach $2.5 billion in 2024 GM claims its next cycle of EV growth is coming, but when? Rivian R2 pre-orders ‘well over' 100,000 and climbing Porsche scales back 80% EV goal by 2030 amid falling sales, shifting market Google's Alphabet Inc. doubles down on robotaxis, committing another $5 billion into Waymo Here's the live stream for today's episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET): https://www.youtube.com/live/t-hN0dNoTe8
Craig Newmark and pancakes After years of uncertainty, Google says it won't be 'deprecating third-party cookies' in Chrome Amazon's Prime Day causes worker injuries, Senate probe finds Helping our customers through the CrowdStrike outage Technical Details: Falcon Update for Windows Hosts Windows 3.1 saves the day during CrowdStrike outage — Southwest Airlines scrapes by with archaic OS NYT vs OpenAI Google's goo.gl links will stop working in August 2025 Deadpool and Wolverine are Google's first Easter eggs in Circle to Search [Gallery] Google's Alphabet Inc. doubles down on robotaxis, committing another $5 billion into Waymo X replaced the water pistol emoji with a regular gun, for some reason CNN attempts to answer the question: What does it mean to be brat? An Oscar Mayer Wienermobile Rolls Over. The 'Hotdoggers' Are OK. The quiet rise of Nick Pickles: the Yorkshireman gaining power at Elon Musk's X Mark Zuckerberg says he's "more comfortable" with new appearance after AI interview Google wants to steal Ray-Ban maker from Meta for Gemini smart glasses "Ignore all previous instructions" The first GPT-4-class AI model anyone can download has arrived: Llama 405B Taylor Lorenz: We're all learning about major events through increasingly bizarre digital formats. Stolen Buttons Succession comes to life Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to this show at https://twit.tv/shows/this-week-in-google. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: betterhelp.com/TWIG bitwarden.com/twit
Craig Newmark and pancakes After years of uncertainty, Google says it won't be 'deprecating third-party cookies' in Chrome Amazon's Prime Day causes worker injuries, Senate probe finds Helping our customers through the CrowdStrike outage Technical Details: Falcon Update for Windows Hosts Windows 3.1 saves the day during CrowdStrike outage — Southwest Airlines scrapes by with archaic OS NYT vs OpenAI Google's goo.gl links will stop working in August 2025 Deadpool and Wolverine are Google's first Easter eggs in Circle to Search [Gallery] Google's Alphabet Inc. doubles down on robotaxis, committing another $5 billion into Waymo X replaced the water pistol emoji with a regular gun, for some reason CNN attempts to answer the question: What does it mean to be brat? An Oscar Mayer Wienermobile Rolls Over. The 'Hotdoggers' Are OK. The quiet rise of Nick Pickles: the Yorkshireman gaining power at Elon Musk's X Mark Zuckerberg says he's "more comfortable" with new appearance after AI interview Google wants to steal Ray-Ban maker from Meta for Gemini smart glasses "Ignore all previous instructions" The first GPT-4-class AI model anyone can download has arrived: Llama 405B Taylor Lorenz: We're all learning about major events through increasingly bizarre digital formats. Stolen Buttons Succession comes to life Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to this show at https://twit.tv/shows/this-week-in-google. Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Sponsors: betterhelp.com/TWIG bitwarden.com/twit