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Want to start your own AI side hustle? Get our crash course here: https://clickhubspot.com/tyg Was AI used in a crime?, AMD and Open AI's teamup, and Sora's rocky launch. We're covering all that and more in this week's AI update. Join our host Juliet Bennett and Maria Gharib as they take you through our most interesting stories of the day. Follow us on social media: LinkedIn: https://www.linkedin.com/company/thehustle/ Instagram: https://www.instagram.com/thehustledaily/ Wanna watch this episode on YouTube? https://lnk.to/oxsURDRS Thank You For Listening to The Hustle Daily Show. Don't forget to hit subscribe or follow us on your favorite podcast player, so you never miss an episode! If you want this news delivered to your inbox, join millions of others and sign up for The Hustle Daily newsletter, here: https://thehustle.co/email/  If you are a fan of the show be sure to leave us a 5-Star Review, and share your favorite episodes with your friends, clients, and colleagues. The Hustle Daily Show is a part of Hubspot Media, produced by Darren Clarke, edited by Robert Hartwig with help from Alfred Schulz.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week of record-breaking gains across stocks and gold, driven by strong momentum and AI-fueled optimism. AMD led the charge after announcing a major partnership with OpenAI, while xAI's reported $20B raise kept Nvidia in focus. Utilities and Tech outperformed, with Real Estate and Materials trailing amid rising yields and geopolitical pressure. Strong AI demand and investor enthusiasm continued to lift markets.

OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story. Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Sprouts Farmers Market, Inc. (SFM), The Billion-Dollar Gamble: Why OpenAI's Massive Deals with AMD and Nvidia Carry Systemic Risk, Gevo, Inc. (GEVO), Rio Tinto Group (RIO), Taking Social Security, Valterra Platinum Limited (ANGPY), Fixed Income, Novo Nordisk A/S (NVO).Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

From lawmakers cracking down on loud ads to Deloitte caught peddling AI-fabricated reports, this episode explores how tech's greatest promises and worst follies are colliding right now. No more loud commercials: Governor Newsom signs SB 576 | Governor of California ChatGPT Now Has 800 Million Weekly Active Users - Slashdot OpenAI will let developers build apps that work inside ChatGPT Senate Dem Report Finds Almost 100 Million Jobs Could Be Lost To AI - Slashdot Jony Ive's secretive AI hardware reportedly hit three problems Deloitte to refund Australian government after AI hallucinations found in report Anthropic and Deloitte Partner to Build AI Solutions for Regulated Industries America is now one big bet on AI The flawed Silicon Valley consensus on AI Data centers responsible for 92% of GDP growth in the first half of this year Martin Peers: The AI Profit Fantasy A Debate About A.I. Plays Out on the Subway Walls Insurers hesitate at multibillion-dollar claims faced by OpenAI, Anthropic in AI lawsuits Slop factory worries about slop: MrBeast says AI could threaten creators' livelihoods, calling it 'scary times' for the industry CAN LARGE LANGUAGE MODELS DEVELOP GAMBLING ADDICTION? Sycophantic AI Decreases Prosocial Intentions and Promotes Dependence Have we passed peak social media? As Elon Musk Preps Tesla's Optimus for Prime Time, Big Hurdles Remain OpenAI signs huge chip deal with AMD, and AMD stock soars Google CodeMender Introducing the Gemini 2.5 Computer Use model Young People Are Falling in Love With Old Technology Our friend Glenn Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines agntcy.org fieldofgreens.com Promo Code "IM" pantheon.io

Danny and Katie are joined by Rose Wang, COO of BlueSky, the decentralised social network born out of Twitter, to discuss how it's rewriting the rules of social media, why it's turning down ad money, and whether an open, user-curated model can rival the giants. And they look at OpenAI's six gigawatt chip deal with AMD, the growing warnings of an AI bubble and Donald Trump's TikTok return.Image: The Times Hosted on Acast. See acast.com/privacy for more information.

AGENDA:  03:29 OpenAI and AMD's Major Partnership 07:35 Microsoft Have F***** Up the OpenAI Partnership  17:08 OpenAI's Developer Day Announcements 20:45 Why VC is the Most Forgiving Asset Class on Price and Valuation 29:10 What Does it Take to IPO in 2025: Why Snyk Will Not IPO 42:30 Four Strategies Companies Need to Take to Own Their Own Destiny 49:31 Vercel Raises $300M at $9BN: Suicide Round or Strategic 55:39 Does King Making Really Work in Venture Capital: Legora vs Harvey 01:08:11 Chamath Raises Latest SPAC: SPACs are Back 01:10:56 Polymarket Raises $2BN at a $9BN Valuation 01:14:53 Quick Fire Questions and Wrap-Up  

From lawmakers cracking down on loud ads to Deloitte caught peddling AI-fabricated reports, this episode explores how tech's greatest promises and worst follies are colliding right now. No more loud commercials: Governor Newsom signs SB 576 | Governor of California ChatGPT Now Has 800 Million Weekly Active Users - Slashdot OpenAI will let developers build apps that work inside ChatGPT Senate Dem Report Finds Almost 100 Million Jobs Could Be Lost To AI - Slashdot Jony Ive's secretive AI hardware reportedly hit three problems Deloitte to refund Australian government after AI hallucinations found in report Anthropic and Deloitte Partner to Build AI Solutions for Regulated Industries America is now one big bet on AI The flawed Silicon Valley consensus on AI Data centers responsible for 92% of GDP growth in the first half of this year Martin Peers: The AI Profit Fantasy A Debate About A.I. Plays Out on the Subway Walls Insurers hesitate at multibillion-dollar claims faced by OpenAI, Anthropic in AI lawsuits Slop factory worries about slop: MrBeast says AI could threaten creators' livelihoods, calling it 'scary times' for the industry CAN LARGE LANGUAGE MODELS DEVELOP GAMBLING ADDICTION? Sycophantic AI Decreases Prosocial Intentions and Promotes Dependence Have we passed peak social media? As Elon Musk Preps Tesla's Optimus for Prime Time, Big Hurdles Remain OpenAI signs huge chip deal with AMD, and AMD stock soars Google CodeMender Introducing the Gemini 2.5 Computer Use model Young People Are Falling in Love With Old Technology Our friend Glenn Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines agntcy.org fieldofgreens.com Promo Code "IM" pantheon.io

From lawmakers cracking down on loud ads to Deloitte caught peddling AI-fabricated reports, this episode explores how tech's greatest promises and worst follies are colliding right now. No more loud commercials: Governor Newsom signs SB 576 | Governor of California ChatGPT Now Has 800 Million Weekly Active Users - Slashdot OpenAI will let developers build apps that work inside ChatGPT Senate Dem Report Finds Almost 100 Million Jobs Could Be Lost To AI - Slashdot Jony Ive's secretive AI hardware reportedly hit three problems Deloitte to refund Australian government after AI hallucinations found in report Anthropic and Deloitte Partner to Build AI Solutions for Regulated Industries America is now one big bet on AI The flawed Silicon Valley consensus on AI Data centers responsible for 92% of GDP growth in the first half of this year Martin Peers: The AI Profit Fantasy A Debate About A.I. Plays Out on the Subway Walls Insurers hesitate at multibillion-dollar claims faced by OpenAI, Anthropic in AI lawsuits Slop factory worries about slop: MrBeast says AI could threaten creators' livelihoods, calling it 'scary times' for the industry CAN LARGE LANGUAGE MODELS DEVELOP GAMBLING ADDICTION? Sycophantic AI Decreases Prosocial Intentions and Promotes Dependence Have we passed peak social media? As Elon Musk Preps Tesla's Optimus for Prime Time, Big Hurdles Remain OpenAI signs huge chip deal with AMD, and AMD stock soars Google CodeMender Introducing the Gemini 2.5 Computer Use model Young People Are Falling in Love With Old Technology Our friend Glenn Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines agntcy.org fieldofgreens.com Promo Code "IM" pantheon.io

In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year double-digit runs really are. The discussion then shifts to AMD’s landmark deal with OpenAI and what it signals about the AI arms race, before diving into Constellation Software’s latest conference call, leadership transition, and evolving view on capital deployment. The episode wraps up with a thoughtful conversation on economic moats how they’re built, how AI may erode them, and why management ultimately determines how durable they are. Tickers of stocks discussed: SPY, ZSP, ZCN, BTC, GLD, AMD, NVDA, CSU.TO, ADBE, CNR.TO, CP.TO 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.

From lawmakers cracking down on loud ads to Deloitte caught peddling AI-fabricated reports, this episode explores how tech's greatest promises and worst follies are colliding right now. No more loud commercials: Governor Newsom signs SB 576 | Governor of California ChatGPT Now Has 800 Million Weekly Active Users - Slashdot OpenAI will let developers build apps that work inside ChatGPT Senate Dem Report Finds Almost 100 Million Jobs Could Be Lost To AI - Slashdot Jony Ive's secretive AI hardware reportedly hit three problems Deloitte to refund Australian government after AI hallucinations found in report Anthropic and Deloitte Partner to Build AI Solutions for Regulated Industries America is now one big bet on AI The flawed Silicon Valley consensus on AI Data centers responsible for 92% of GDP growth in the first half of this year Martin Peers: The AI Profit Fantasy A Debate About A.I. Plays Out on the Subway Walls Insurers hesitate at multibillion-dollar claims faced by OpenAI, Anthropic in AI lawsuits Slop factory worries about slop: MrBeast says AI could threaten creators' livelihoods, calling it 'scary times' for the industry CAN LARGE LANGUAGE MODELS DEVELOP GAMBLING ADDICTION? Sycophantic AI Decreases Prosocial Intentions and Promotes Dependence Have we passed peak social media? As Elon Musk Preps Tesla's Optimus for Prime Time, Big Hurdles Remain OpenAI signs huge chip deal with AMD, and AMD stock soars Google CodeMender Introducing the Gemini 2.5 Computer Use model Young People Are Falling in Love With Old Technology Our friend Glenn Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines agntcy.org fieldofgreens.com Promo Code "IM" pantheon.io

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they've raised to pay off lawsuits since they can't get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia's Huang says he's surprised AMD offered OpenAI 10% of company in ‘clever' deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor's office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Windows 25H2 update is shrouded in mystery, but does it actually bring anything new to the table... or just more headaches for upgraders? Paul has been updating the Field Guide for 25H2, which will be an all-new addition. This is a chance to re-evaluate workarounds on unsupported hardware. This one still works: You can easily upgrade any Windows 10 or 11 PC, supported or not, using the 25H2 ISO and the D:setup.exe /product server command line. Windows 11 25H2 is out. Or is it? (New segment: This week in no one has 25H2 yet) New Dev and Beta builds enforce MSA at first sign-in This is the right choice for everybody, and enthusiasts can still use a local account sign-in After a leak, Microsoft announces new OneDrive client with Copilot integration and agents are on the way (of course they are), with new mobile clients etc. Mozilla Firefox finally supports profiles, PWAs Also, Brave has over 100 million users now AI OpenAI inks a major deal with AMD too ChatGPT is now a platform with support for third-party apps Perplexity Comet now free to all with usage limits Xbox and gaming Hand-wringing over Xbox reaches all-time high with Game Pass Ultimate price hike How bad is it and what can Xbox do to reassure fans? Microsoft: Just kidding on Game Pass Ultimate price hike, but only in certain countries Microsoft: No, we have not cancelled the next-gen Xbox console Hands-on with the Legion Go 2! Windows can work as a mobile gaming platform. Just not right now New Game Pass titles across PC, console, and cloud for early October a bit later than usual Free, ad-supported Xbox Cloud Gaming tier is on the way Total victory for Epic Games in Epic v. Google, Google must open up Play Store this month Tips & picks Tip of the week: Upgrade to Windows 11 on unsupported hardware App pick of the week: Opera Neon RunAs Radio this week: Managing for Failure with Amy Norris Brown liquor pick of the week: Weller 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows 1password.com/windowsweekly zapier.com/windows

Today's episode digs into a question that has been with us since ChatGPT launched: is AI a boom or a bubble? The conversation has surged this week after deals between OpenAI and AMD and Nvidia and xAI, as well as reports around the thinness of Oracle's margins. NLW breaks down five arguments on each side — from circular investments and overbuilt data centers to explosive real revenues and unprecedented demand. The discussion reveals how investor psychology, corporate strategy, and market timing are shaping the next phase of the AI economy.Brought to you by:Is your enterprise ready for the future of agentic AI?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit AGNTCY.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit Outshift Internet of Agents⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Notion AI today with Notion 3.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ntn.so/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Insightwise - AI for the entire consulting lifecycle ⁠⁠⁠⁠⁠https://www.insightwise.ai/⁠⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai

The Windows 25H2 update is shrouded in mystery, but does it actually bring anything new to the table... or just more headaches for upgraders? Paul has been updating the Field Guide for 25H2, which will be an all-new addition. This is a chance to re-evaluate workarounds on unsupported hardware. This one still works: You can easily upgrade any Windows 10 or 11 PC, supported or not, using the 25H2 ISO and the D:setup.exe /product server command line. Windows 11 25H2 is out. Or is it? (New segment: This week in no one has 25H2 yet) New Dev and Beta builds enforce MSA at first sign-in This is the right choice for everybody, and enthusiasts can still use a local account sign-in After a leak, Microsoft announces new OneDrive client with Copilot integration and agents are on the way (of course they are), with new mobile clients etc. Mozilla Firefox finally supports profiles, PWAs Also, Brave has over 100 million users now AI OpenAI inks a major deal with AMD too ChatGPT is now a platform with support for third-party apps Perplexity Comet now free to all with usage limits Xbox and gaming Hand-wringing over Xbox reaches all-time high with Game Pass Ultimate price hike How bad is it and what can Xbox do to reassure fans? Microsoft: Just kidding on Game Pass Ultimate price hike, but only in certain countries Microsoft: No, we have not cancelled the next-gen Xbox console Hands-on with the Legion Go 2! Windows can work as a mobile gaming platform. Just not right now New Game Pass titles across PC, console, and cloud for early October a bit later than usual Free, ad-supported Xbox Cloud Gaming tier is on the way Total victory for Epic Games in Epic v. Google, Google must open up Play Store this month Tips & picks Tip of the week: Upgrade to Windows 11 on unsupported hardware App pick of the week: Opera Neon RunAs Radio this week: Managing for Failure with Amy Norris Brown liquor pick of the week: Weller 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows 1password.com/windowsweekly zapier.com/windows

The Windows 25H2 update is shrouded in mystery, but does it actually bring anything new to the table... or just more headaches for upgraders? Paul has been updating the Field Guide for 25H2, which will be an all-new addition. This is a chance to re-evaluate workarounds on unsupported hardware. This one still works: You can easily upgrade any Windows 10 or 11 PC, supported or not, using the 25H2 ISO and the D:setup.exe /product server command line. Windows 11 25H2 is out. Or is it? (New segment: This week in no one has 25H2 yet) New Dev and Beta builds enforce MSA at first sign-in This is the right choice for everybody, and enthusiasts can still use a local account sign-in After a leak, Microsoft announces new OneDrive client with Copilot integration and agents are on the way (of course they are), with new mobile clients etc. Mozilla Firefox finally supports profiles, PWAs Also, Brave has over 100 million users now AI OpenAI inks a major deal with AMD too ChatGPT is now a platform with support for third-party apps Perplexity Comet now free to all with usage limits Xbox and gaming Hand-wringing over Xbox reaches all-time high with Game Pass Ultimate price hike How bad is it and what can Xbox do to reassure fans? Microsoft: Just kidding on Game Pass Ultimate price hike, but only in certain countries Microsoft: No, we have not cancelled the next-gen Xbox console Hands-on with the Legion Go 2! Windows can work as a mobile gaming platform. Just not right now New Game Pass titles across PC, console, and cloud for early October a bit later than usual Free, ad-supported Xbox Cloud Gaming tier is on the way Total victory for Epic Games in Epic v. Google, Google must open up Play Store this month Tips & picks Tip of the week: Upgrade to Windows 11 on unsupported hardware App pick of the week: Opera Neon RunAs Radio this week: Managing for Failure with Amy Norris Brown liquor pick of the week: Weller 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows 1password.com/windowsweekly zapier.com/windows

Kaseya made headlines at DattoCon by announcing its shift to becoming an “AI-first” company, highlighted by its acquisition of INKY, a generative AI email security provider. Alongside this, the company unveiled new Datto products and teased its upcoming Cyber Resiliency Platform for 2026. While Kaseya's vision of unified, intelligent automation sounds ambitious, many managed service providers (MSPs) remain skeptical, wanting to see real product integration rather than marketing promises.AI's impact on the workforce also dominated discussion, with reports showing that one in seven U.S. jobs faces automation risk. However, experts emphasize that AI isn't eliminating jobs—it's transforming them. The real challenge for businesses lies in broken workflows and poor operational readiness, not the technology itself. For MSPs, this creates a new opportunity to help organizations document processes, integrate AI effectively, and deliver measurable ROI.Meanwhile, OpenAI's trillion-dollar compute deals with major tech firms reveal the escalating financial pressure behind the AI race. Despite massive commitments with Nvidia, AMD, and Oracle, analysts question the sustainability of such spending as compute costs surge. This “AI bubble” highlights that power and price, not innovation, may soon be the industry's greatest constraints, pushing businesses toward efficiency and smarter workloads.Finally, companies like Snowflake, IBM, Otter.ai, and Google are leading the next evolution of AI—turning it into infrastructure. From data management and cost-efficient models to meeting automation and browser-based AI agents, these developments mark the shift from experimentation to real-world integration. The emerging “intelligence layer” means that AI will soon underpin how services, systems, and workflows connect, defining the next frontier for MSPs and tech providers alike. Four things to know today 00:00 At DattoCon, Kaseya Sells an AI Future — But MSPs Want Proof, Not Promises04:19 AI Isn't Taking Jobs — It's Exposing Broken Workflows and Creating a New Service Market06:41 AI's Real Risk: Not Job Loss, But Business Disorganization and Soaring Compute Costs08:42 The Intelligence Layer Emerges: Snowflake, IBM, Otter, and Google Show How AI Becomes Infrastructure  This is the Business of Tech.     Supported by:  https://scalepad.com/dave/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the market implications of the ongoing government shutdown, the surge in gold prices, and what investors should expect from the Fed. They also dig into the booming AI investment cycle, shifting momentum across market caps, and why the labor market remains resilient even as hiring slows.Key TakeawaysGold Shines Bright:  Gold has remained on the rise, nearing $4,000 an ounce as central banks buy aggressively and inflation concerns persist.Shutdown, Not Slowdown:  Despite Washington gridlock, the S&P 500 keeps hitting record highs. Historically, markets shrug off shutdowns and focus on Fed policy instead.Rate Cuts Coming:  Fed futures signal multiple cuts starting this fall. Weak hiring but low layoffs point to a cooling, not collapsing, economy.AI Spending Surge:  OpenAI, NVIDIA, AMD, and others are driving a wave of capital investment, with AI-related spending now accounting for roughly 6% of U.S. GDP.Market Momentum Builds:  Strong seasonality, easing rates, and improving earnings expectations set the stage for a solid Q4, even as mid-caps lag under tariff pressure.Connect with Ryan: • LinkedIn: Ryan Detrick • X: @RyanDetrickConnect with Sonu: • LinkedIn: Sonu Varghese • X: @SonuVargheseQuestions about the show? We'd love to hear from you — factsvsfeelings@carsongroup.com#FactsVsFeelings #CarsonGroup #Gold #FederalReserve #AI #GovernmentShutdown #Investing #StockMarket #WealthManagement #EconomicOutlook #MarketInsights

¡Vótame en los Premios iVoox 2025! El oro acaba de superar los 4.000 dólares por onza por primera vez en la historia. Este incremento sostenido de los últimos dos años nos habla de muchas cosas, pero sobre todo de la preferencia de los inversores por activos seguros ante la incertidumbre que se ha adueñado de las principales economías. Desde 2023 el precio del oro ha crecido más del 50% dejando en nada las alzas registradas durante la pandemia y la crisis financiera de hace quince años. Todo lo más que podemos encontrar similar a esto fue el repunte que tuvo durante la segunda crisis del petróleo en 1979. A diferencia de la subida registrada durante la pandemia, que vino impulsada por la creación de dinero fiduciario y la consiguiente pérdida de valor de las monedas, el actual repunte no está ligado a una crisis de estas características. La inflación se ha moderado desde 2022, por lo que hay otros factores que entran en juego. Un elemento importante es la errática política económica de Donald Trump, cuya intención de reestructurar el comercio mundial y presionar a la Reserva Federal para reducir los tipos de interés ha generado nerviosismo en el mercado. Estas medidas amenazan la independencia de la Fed y contribuyen que muchos inversores se refugien en activos no vinculados al dólar. El repunte propiamente dicho comenzó hace tres años. En origen lo provocaron grandes compras de bancos centrales e inversores chinos. Desde el año pasado han sido los inversores occidentales los que han ido empujando el precio hacia arriba. Junto a eso, en el mes de agosto durante la conferencia de Jackson Hole, el presidente de la Fed, Jerome Powell, anunció que iría reduciendo los tipos de interés. Todo a pesar de que la inflación se mantiene por encima del objetivo que se había fijado el propio Powell. Esta decisión, junto a la amenaza de aranceles y un déficit público elevado, ha reforzado la demanda de oro. Los bancos centrales han comprado 415 toneladas de oro en el primer semestre de este año convirtiendo al oro en el segundo activo de reserva más importante después del dólar. Esta acumulación, junto con la fiebre de inversores particulares y el auge de las empresas mineras, ha disparado los precios. Algunos analistas piden calma y advierten de que el oro podría estar cerca de su máximo. Las rachas alcistas suelen ser muy peligrosas ya que vienen seguidas de correcciones muy duras. Aún así, muchos son los que prevén que la onza alcance los 5.000 dólares el año próximo porque el apetito de los bancos centrales no ha remitido y el oro se sigue percibiendo como un refugio frente a la inflación y a la deuda pública estadounidense, que crece a un ritmo de 6.500 millones de dólares diarios. Otros activos refugio como la plata (que se aproxima a los 50 dólares por onza) y el Bitcoin (que ha superado ya los 125.000 dólares), también están en máximos históricos. No es para menos en un momento en el que las principales economías occidentales están fuertemente endeudadas, con déficits disparados y con la amenaza de que la inflación vuelva a castigar a los consumidores. Todo eso incide en la confianza que se tenía en las divisas tradicionales. El mercado de oro siempre ha sido volátil, pero hoy la inestabilidad se encuentra en los datos macro que aportan los Gobiernos. Mientras eso se mantenga, lo hará también la fiebre por el metal amarillo. En La ContraRéplica: 0:00 Introducción 3:46 La nueva fiebre del oro 29:49 Premios iVoox - https://premios.ivoox.com/ 32:07 La inmigración sobre los barrios 39:36 AMD y la IA 43:44 La flotilla a Gaza · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #oro #dolar Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

The Windows 25H2 update is shrouded in mystery, but does it actually bring anything new to the table... or just more headaches for upgraders? Paul has been updating the Field Guide for 25H2, which will be an all-new addition. This is a chance to re-evaluate workarounds on unsupported hardware. This one still works: You can easily upgrade any Windows 10 or 11 PC, supported or not, using the 25H2 ISO and the D:setup.exe /product server command line. Windows 11 25H2 is out. Or is it? (New segment: This week in no one has 25H2 yet) New Dev and Beta builds enforce MSA at first sign-in This is the right choice for everybody, and enthusiasts can still use a local account sign-in After a leak, Microsoft announces new OneDrive client with Copilot integration and agents are on the way (of course they are), with new mobile clients etc. Mozilla Firefox finally supports profiles, PWAs Also, Brave has over 100 million users now AI OpenAI inks a major deal with AMD too ChatGPT is now a platform with support for third-party apps Perplexity Comet now free to all with usage limits Xbox and gaming Hand-wringing over Xbox reaches all-time high with Game Pass Ultimate price hike How bad is it and what can Xbox do to reassure fans? Microsoft: Just kidding on Game Pass Ultimate price hike, but only in certain countries Microsoft: No, we have not cancelled the next-gen Xbox console Hands-on with the Legion Go 2! Windows can work as a mobile gaming platform. Just not right now New Game Pass titles across PC, console, and cloud for early October a bit later than usual Free, ad-supported Xbox Cloud Gaming tier is on the way Total victory for Epic Games in Epic v. Google, Google must open up Play Store this month Tips & picks Tip of the week: Upgrade to Windows 11 on unsupported hardware App pick of the week: Opera Neon RunAs Radio this week: Managing for Failure with Amy Norris Brown liquor pick of the week: Weller 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: helixsleep.com/windows 1password.com/windowsweekly zapier.com/windows

Timestamps7:00 – AirPod Review

Episode 686: Neal and Toby dive into the massive multibillion-dollar deal between OpenAI and AMD. Then, France's Prime Minister resigns just after 27 days of taking over, causing a political earthquake and financial markets trembling. Also, Deloitte has to refund the Australian government after a report made with AI is riddled with errors. Meanwhile, Toby looks into why craft beer is failing to regain its footing as sales continue to struggle. Finally, flights across the US experience delays due to a shortage of air traffic staff, thanks to the government shutdown. And a major bank merger creates the 9th largest bank in the US. Spend $250 on your first campaign on LinkedIn Ads and get a free $250 credit for the next one. Check out https://www.linkedIn.com/mbd for more. Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Join us for October trivia night! https://mbd-trivianight-oct2025.splashthat.com/  Vote for MBD in the Signal Awards!  Best Daily Podcast: http://bit.ly/3W4e5ik  Best Commute Podcast: https://bit.ly/4pxZidv Best Business Podcast: https://bit.ly/3IE7lEP  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show:*How many weirdly circular mega-deals is OpenAI going to sign this year?On a new TWiST, Jason and Alex consider OpenAI's latest agreement with AMD, how the biggest American companies keep trading cash and chips back and forth, and whether or not the entire AI economy might be a house of cards.PLUS what kind of fan/leafblower tech is Tesla working on… what can Jevons Paradox tell us about the AI landscape… how easy is it to master games in the YC Arena… and WHY has NASA never built a base on the moon? We're asking the TOUGH QUESTIONS so you don't have to, only on the #1 tech podcast, “This Week in Startups.”Timestamps:(0:00) Jason and Alex open the show discussing hunting and traditional Texas meat exchanges(2:16) ANOTHER weirdly circular OpenAI mega-deal? How many mega-deals can one company MAKE?(3:50) Are all these “bizarre” OpenAI deals creating a house of cards?(10:00) Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.(20:00) Oracle - Try OCI and save up to 50% on your cloud bill at https://oracle.com/twist⁠⁠⁠(21:14) Is the Tesla Roadster 2 coming soon? Or maybe a leaf blower?!(22:00) Datacenters in space! Is it getting crowded up there?(26:22) Why no moon base yet? Jason demands a moon base.(27:00) We're playing games in the YC Arena… Can Jason guess which pitches got accepted?(30:00) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(32:00) How Jason picks companies to invest in, based on a few signals and metrics(04500) We found out what Figure's bots are actually doing for BMW(53:00) Sharpies figured out how to make their pens here in the US… who's next?!(57:00) Could ChatGPT really replace Deloitte consultants? Considering the latest controversy…(01:03:29) It's another Gamma Pitch: Welcome Ryan Yannelli of NextVisit AI, which helps therapists take notesSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:Stripe Startups - Stripe Startups offers early-stage, venture-backed startups access to Stripe fee credits and more. Apply today on stripe.com/startups.Oracle - Try OCI and save up to 50% on your cloud bill at https://oracle.com/twist⁠⁠⁠Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

EU governments have agreed to limit the travel of Russian diplomats, analysts are worried about a flurry of circular AI deals, and France lost another prime minister after less than a month in office. Plus, why the weaker dollar is helping big US exporters, while domestic-focused companies lose out.Mentioned in this podcast:EU to curb Russian diplomats' travel as suspected spy attacks mountOpenAI targets 10% AMD stake via multibillion-dollar chip dealFrance in fresh political and market turmoil after prime minister resignsMultinationals race ahead as dollar slump divides US stock marketToday's FT News Briefing was produced by Fiona Symon, Sonja Hutson, and Lulu Smyth. Additional help from Alexander Higgins, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

OpenAI's massive new deal with AMD could reshape the AI hardware race — and may prove even more significant than DevDay itself. The episode explores the implications for OpenAI's relationship with Nvidia, the detials of a 6-gigawatt chip buildout, and why the deal's stock-option structure is raising eyebrows across Silicon Valley. It also examines market reactions, renewed bubble debates, and what the DevDay “apps and agents” rollout signals for the next era of AI platforms.Brought to you by:Is your enterprise ready for the future of agentic AI?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit AGNTCY.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit Outshift Internet of Agents⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Notion AI today with Notion 3.0 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ntn.so/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Insightwise - AI for the entire consulting lifecycle ⁠⁠⁠⁠https://www.insightwise.ai/⁠⁠⁠⁠Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai

This week on the Trading Justice Podcast, Mark and Matt ask a big question: is the bull just getting started? Matt kicks things off with a deep technical breakdown of the S&P 500, including wave counts, intraday setups, and how to assess momentum versus overextension. Then Mark lays out his Top 5 Bullish Pillars for the Next 12 Months—from resilient earnings to the AI supercycle to global liquidity—and why he believes the foundation for the bull run remains strong heading into year-end. We close with Stock It or Drop It, breaking down AMD, Microsoft, Micron, Nike, and A&F, followed by Coaches Corner where the guys tackle questions on the government shutdown and spotting shifting volatility at the top of trends. Highlights: - Market Skyline: Wave 3 analysis, overextension vs. momentum, intraday setups under 6,800 - 5 Bullish Pillars: Earnings power, AI narrative, global liquidity, seasonality, capital flows - Stock It or Drop It: AMD, MU, MSFT, NKE, ANF — tactical vs. long-term reads - Coaches Corner: Government shutdown impact + spotting volatility shifts

As the government shutdown enters its seventh day, all eyes are on the transportation sector. Transportation Secretary Sean Duffy joins to discuss how the shutdown is affecting air travel and the growing concerns among air traffic controllers. Meanwhile, CEOs are expressing greater confidence despite operating in an environment of constant uncertainty. Tim Walsh, KPMG U.S. chairman and CEO, breaks down findings from the firm's latest survey of 400 executives. Plus, there's more on the partnership between OpenAI and AMD, and Tesla is reportedly gearing up for a major announcement. Emily Wilkins - 09:13Sec. Sean Duffy - 18:18Tim Walsh - 32:19 In this episode:Sean Duffy, @SecDuffyRobert Frank, @robtfrankMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer delve into the OpenAI trade fueling the rally in tech stocks -- including AMD extending its gains after soaring Monday on its partnership with the maker of ChatGPT. Our team took some time testing out OpenAI's "Sora" app -- you'll want to see the results. Gold also in rally mode, surpassing $4,000 per ounce for the first time ever. Jim explains why we are in "the year of magical investing" -- and previews Tuesday's CNBC Investing Club Monthly Meeting featuring Nvidia CEO Jensen Huang. Also in focus: The buzz surrounding Tesla's product event, Intercontinental Exchange's strategic $2 billion investment in Polymarket.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equity futures are slightly softer. Asian markets are mostly higher, and European equities opened flat to lower. US stocks extended record highs Monday on continued optimism around AI and stable Fed expectations, while AMD surged after announcing a multibillion-dollar partnership with OpenAI. Political developments dominated global headlines — French Prime Minister Lecornu resigned, and Japan's new LDP leader Takaichi's victory fueled expectations for debt-funded stimulus. Rating agencies warned about France's credit outlook, with BCA Research calling French bonds “uninvestable.”Companies Mentioned: Apollo Global Management, Itron, Science Applications International

¡Vótame en los Premios iVoox 2025! OpenAI y AMD acaban de anunciar un acuerdo multimillonario para que los primeros utilicen los procesadores de los segundos en centros de datos dedicados a tareas de inteligencia artificial. Según el acuerdo, OpenAI comprará chips a AMD por un consumo equivalente a 6 gigavatios, una unidad de medida que es la que últimamente se emplea para las grandes adquisiciones de semiconductores. No es extraño, los sistema de IA tienen un consumo energético muy elevado y los compradores tratan de ajustar su capacidad eléctrica a los chips instalados en sus centros de datos. El acuerdo, que supone todo un desafío para Nvidia, generará una facturación millonaria en los próximos años equilibrando ligeramente el terreno de juego. Aunque no se conocer el precio exacto, se estima en decenas de miles de millones de dólares por gigavatio los que pagará OpenAI que, además, recibirá warrants por hasta 160 millones de acciones de AMD (más o menos el 10% de la empresa) a 1 centavo por acción. Eso sí, estos warrants están condicionados al incremento en el precio de las acciones de AMD. Tras el anuncio, las acciones de AMD subieron un 23,7%, lo que le consolida como el principal competidor de Nvidia, que controla el 75% del mercado de este tipo de semiconductores. Los chips de AMD se usarán principalmente para funciones de inferencia, esenciales para que ciertas aplicaciones de IA como los chatbots respondan rápidamente a las consultas de los usuarios. Es, de hecho, la creciente demanda de computación de inferencia lo que impulsa el acuerdo. OpenAI se asegura capacidad de procesamiento, mientras que AMD refuerza su presencia en el mercado de chips para IA. Este acuerdo se suma a otros que está negociando OpenAI con gigantes del sector como Oracle o la propia Nvidia. Pero no es AMD lo único que debe temer Nvidia. Algunas tecnológicas como Google o Amazon están empezando a desarrollar su propia circuitería, pero el mercado no hace más que crecer, así que por ahora hay espacio para todos. AMD es un enano bursátil al lado de Nvidia, pero su desempeño en los últimos diez años ha sido excelente. Cuando su directora general, Lisa Su, fue nombrada para el cargo la empresa valía 3.000 millones, hoy vale 330.000, pero sigue siendo 14 veces más pequeña que Nvidia. En este tiempo AMD ha ido ajustándose a la demanda. Ha pasado de diseñar tarjetas gráficas y procesadores para ordenadores personales, a centrarse en semiconductores específicos para la IA. A diferencia de Intel, AMD se deshizo de su división de fabricación hace años y eso le ha permitido mantener el pulso competitivo. El auge de la IA ha llevado a muchos a temer que nos encontremos ante una burbuja no muy diferente de la punto com de hace un cuarto de siglo. Las inversiones son elevadísimas. Sólo OpenAI va a gastar 16.000 millones de dólares en servidores este año. De aquí a 2029 serán 400.000 millones, pero su facturación es de sólo 13.000 millones. La viabilidad de muchas empresas es incierta, por eso chips más asequibles y con mayor disponibilidad como los de AMD podrían redefinir el mercado. Aunque una burbuja es posible, estas inversiones fomentan la innovación lo que, a largo plazo, beneficia a toda la industria. En La ContraRéplica: 0:00 Introducción 3:52 La carrera de la IA se calienta 35:00 Premios iVoox - https://premios.ivoox.com/ 37:31 Gaza y el nuevo orden internacional 46:35 La alcaldada de Isabel Izquierdo Peraile · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #nvidia #amd Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

OpenAI's halo effect crowns a new AI kingmaker, shaking up a space once ruled by Nvidia's Jensen Huang. AMD's Lisa Su rides early gains as tech euphoria lifts markets to record highs. Meanwhile, AI euphoria and a big tech rebound push the Nasdaq and S&P to record highs, though futures signal a pullback as Wall Street reacts to a new warning from a famed investor. And finally, in Washington, the shutdown hits day seven, raising fears of an economic shock. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI announced it will invest big time in chipmaker AMD, potentially in exchange for a stake in the firm. As AI investment has ramped up, similar deals have become common. Do these partnerships signal a strengthening sector? Or are they a symptom of an AI bubble headed toward a burst? Also in this episode: Regional banks merge under Trump appointees' relaxed regulatory rule, retailers are optimistic about the upcoming holiday shopping season, and Houston's housing market experiences knock-on effects of deportation duress.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

P.M. Edition for Oct. 6. OpenAI and Advanced Micro Devices announced a multibillion-dollar partnership to collaborate on AI data centers, sending AMD's stock soaring. WSJ Heard on the Street columnist Dan Gallagher joins to discuss what the deal means for AMD, and how it will challenge market leader Nvidia. Plus, Paramount has acquired popular news and opinion site the Free Press, and is installing its founder Bari Weiss as the editor in chief of CBS News. We hear from Joe Flint, who covers media and entertainment for the Journal, about what Weiss is expected to bring to the role, and why the move is a strategic one for Paramount CEO David Ellison. And Fifth Third bank is acquiring Comerica for $10.9 billion, a move that would create one of the top 20 largest banks in the U.S. WSJ reporter Gina Heeb talks about whether this is the start of a wave of consolidation in the industry. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beyers: - Discuss their views of the AI spending race and three stocks poised to profit regardless. - Make three reckless predictions for the A.I. industry. - Play another game of Faker or Breaker with three recent IPO stocks. Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST Host: Tim Beyers Guests: Asit Sharma, Yasser El-Shimy Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI announced it will invest big time in chipmaker AMD, potentially in exchange for a stake in the firm. As AI investment has ramped up, similar deals have become common. Do these partnerships signal a strengthening sector? Or are they a symptom of an AI bubble headed toward a burst? Also in this episode: Regional banks merge under Trump appointees' relaxed regulatory rule, retailers are optimistic about the upcoming holiday shopping season, and Houston's housing market experiences knock-on effects of deportation duress.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It's not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ) AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware) OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT) US and investors gambling on unproven nuclear technology, warn experts (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI is dropping a visual agent builder

LAS NOTICIAS CON CALLE DE 6 DE OCTUBRE DE 2025 - LUMA se queda sin tercer helicóptero, prometen de que regrsarán, pero no tienen fecha - El Vocero Empiezan hoy los despidos federales dice casa blanca - CNBCGobernadora logra traer de vuelta a Ricky, Fortuño, pero no van Wanda ni Pierluisi - El Nuevo Día Gobernadora sale en defensa de zar de energía y a Domenech tras expresiones de Rivera Schatz - El Vocero Sube poco el petróleo tras acuerdo de aumentar producción por un poco - Bloomberg Muchos mayores de 60 buscando trabajo ante crudeza del retiro - El Nuevo Día Dicen que está cerca la apertura del Parque de las Cavernas de Camuy - El Vocero Aumenta el costo de la luz otra vez - Primera Hora Manejo de basura mejora con nueva trituradora para materia orgánica para extender la vida de vertederos - El Nuevo Día Molestos con los pensionados de la AEE la gente por pagar el cargo - Primera HoraMás cargos criminales a la gente de Auto Gallery, iban 216 y ahora 118 más - Primera HoraMuere sujeto tras taser de la policía, alegan estaba desorientado y mordiendo y tirando piedras - Primera HoraTrump envía Guardia Nacional de California a Oregon tras jueza decirle que no podía enviar la de Oregon - Primera HOraEl gasto gigante de la dueda de la AEE continúan aunque solo queda un miembro - El Vocero Hoy hay vista del interdicto del tribunal federal por lío de dueños de Genera  - El Vocero Hoy presentan memorando en el tribunal federal por caso de Wanda Vázquez, ¿recomendarán cárcel? - El Vocero No arranca el DOGE Boricua porque no le han asignado presupuesto, culpan a la Junta  - El Vocero Entra menos drogas a PR dice la policía - El Vocero Gobierno no ha cobrado 560 millones en multas - El Vocero Ricky dice que es momento de pedir la estadidad con todo y Trump a cargo - El Vocero Jueza resuelve que tienen que volver a dejar los miembros de la Junta que Trump botó - Cuarto PoderRegresan a las escuelas Tus Valores Cuentan - El Vocero Al Senado proyecto para eliminar baños inclusivos - El Vocero Pablo José logra alianza con MVC y PD contra enmiendas al Código Electoral y PNP logra que miembros del PD vayan al PNP - El Nuevo Día Iberia añade vuelo de San Juan a Madrid operando dos por día - El Nuevo Día En quiebra la ciudad deportiva Roberto Clemente - El Nuevo Día Dicen que podemos revivir las plantas gemelas para darle valor añadido en PR - El Nuevo Día OpenAI va a meterse en negocio de AMD para microchips - CNBC Llegó el momento de las arañitas a Martins BBQ! Pide el mejor y más sabroso pollo asado a la vara de Puerto Rico en combo con arañitas de plátano…fresquecitas, acabaditas de hacer en Martin 's BBQ, Justo como te gusta!  Entregando con Ubereats y Doordash en tiendas participantes,Pide tus arañitas en MMMMartins BBQ comida fresca, hecha todos los dias.Asado, Jugoso, Sabroso..hoy voy pa Martins bbqIncluye auspicio 

OpenAI announced a computing deal with AMD. Plus: Comerica stock surges after merger announcement. And Sony stock rises following the Japanese election results. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we discuss OpenAI and AMD's megadeal, whether the AI investment cycle is a disaster waiting to happen, and how NVIDIA might feel about the arrangement. We also discuss Sam Altman and Jony Ive's struggles in developing their own AI device and how all tech companies seem to be building the same AI enabled ambient computing. Finally, we pour one out for the Vision Pro. Tune in for a deep discussion of tech's biggest news with one of the industry's leading analysts. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Billionaire hedge fund manager Paul Tudor Jones says market conditions are primed for a powerful rally before the current bull market peaks. He compares today's environment to the lead-up to the dot-com bubble in late 1999, marked by surging tech stocks and heightened speculation. Meanwhile, as the government shutdown enters its sixth day, White House National Economic Council Director Kevin Hassett discusses its economic impact and the status of U.S. trade negotiations. Plus, CNBC's MacKenzie Sigalos covers OpenAI's new partnership with chipmaker AMD, and Taylor Swift is bringing Swifties back to movie theaters. MacKenzie Sigalos - 11:18Kevin Hassett -19:34Eamon Javers - 33:45Paul Tudor Jones  - 37:30 In this episode:MacKenzie Sigalos, @KenzieSigalosEamon Javiers, @eamonjaversPaul Tudor Jones, @ptj_officialJoe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with a big development in the world of AI: AMD shares soared more than 30% after the company and OpenAI announced a multi-year partnership. The agreement calls for the maker of ChatGPT to purchase six gigawatts of AMD's "Instinct" GPUs -- and receive a warrant that could result in 10% ownership in the chipmaker. AMD CEO Lisa Su and OpenAI Co-Founder & President Greg Brockman joined the program "First on CNBC" to discuss the partnership.Also in focus: Fifth Third Bancorp buys Comerica for $10.9 billion in stock, Tesla teases a Tuesday event, what Nike CEO Elliott Hill told Sara Eisen about his company's turnaround plan.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI announced a partnership with AMD to provide six gigawatts of computing power for AI datacenters, video generation app Sora adds protections for user cameos, and Discord disclosed a third-party customer service data breach. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none ofContinue reading "OpenAI and AMD Announce Chip Supply Partnership – DTH"

AMD jumps more than 20 percent after the company reached a deal with Open AI leader for  a 10 percent stake in the chipmaker, Investors shrugged off worries about the U.S. government shutdown which has now dragged on into a second week, More on the Thursday October 16th Retirement and Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio as well as the Pints and Portfolios Sunday October 26th 11am to 1pm in Berkeley with Rob and EP Wealth Advisors

AMD surges as OpenAI enters another multi-billion dollar partnership, but one venture capitalist is watching for red flags. A technical check on gold as it hits its 42nd record high this year. Plus, can Fannie and Freddie help lower home prices? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MRKT Matrix - Monday, October 6th S&P 500 rises to start week, AMD lifts the Nasdaq (CNBC) Paul Tudor Jones says ingredients are in place for massive rally before a ‘blow off' top to bull market (CNBC) Record-High Number of S&P 500 Technology Companies Issuing Positive EPS Guidance for Q3 (FactSet) AMD Inks Landmark OpenAI Chip Deal That Triggers Explosive Rally (Bloomberg) Figma's stock pops as much as 16% after OpenAI CEO Altman touts ChatGPT integration (CNBC) OpenAI Lets ChatGPT Users Connect With Spotify, Zillow In App (Bloomberg) Fifth Third to Acquire Comerica in $10.9 Billion Deal (WSJ) AppLovin Probed By SEC Over Its Data-Collection Practices (Bloomberg) Bitcoin Option Traders Eye $140,000 After Record-Setting Rally (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Discord Channel: https://discord.gg/pqKsMKp6SA “The Debasement Trade” — it's the buzzword sweeping through Wall Street right now. But what does it really mean for traders and investors? On today's show, we'll unpack the logic behind this growing narrative, how it ties into monetary policy, and what it could signal for stocks, bonds, and crypto going forward. We'll also dive into the latest headlines surrounding AMD, the ongoing shake-up in the cryptocurrency markets, and a full update on my latest trades — what worked, what didn't, and what's next. If you care about protecting (and growing) your purchasing power in an era of financial manipulation, this is one episode you don't want to miss. #TraderMerlin #TheDebasementTrade #Inflation #AMD #Crypto #Bitcoin #StockMarket #Investing #FinancialMarkets #TradingPodcast   Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: -          Clik -          TradeStation -          Tradingview

OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology's Alex Kantrowitz on the promise—and peril—of tech's big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham's Bernie McTernan explains AppLovin's meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

OpenAI and AMD have signed a multi-year chip deal which may generate tens of billions in revenue for AMD, helping accelerate their momentum in the AI chips industry. Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Episode 84: Tim and Steve respond to their internet crimes of using DLSS while testing and saying APUs suck. Then we chat more about Intel fixing B580 CPU overhead in some games, AMD's FSR 4 INT8 version and Microsoft destroying the value of Game Pass.CHAPTERS00:00 - Intro00:27 - Why we tested Borderlands 4 with DLSS enabled08:58 - APUs are not a good option for desktop gaming today29:26 - Intel fixes B580 CPU overhead in some games45:47 - AMD FSR 4 INT8 is pretty good54:07 - Microsoft makes Game Pass way more expensive1:03:57 - Updates from our boring livesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.