Podcasts about amd

Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Playeressence: https://www.youtube.com/@Playeressence Celia: https://x.com/CeliaBeee Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft

This episode of the Hot Options Report delves into the dynamic options market, analyzing key trades and trends from Friday, September 12th. It covers significant activity in VIX, SPY, SPX, small caps, and NASDAQ, with a notable focus on single-name equities. The report counts down the top trades in the following order: #10 Righetti, #9 AMD, #8 Palantir, #7 Oracle, #6 Altria, #5 UNH, #4 Apple, #3 Open, #2 Nvidia, and #1 Tesla. It includes contract volumes, average prices, and the specifics of hot options in these segments.    00:00 Introduction to Options Insider Radio Network 01:28 Explosive Options Activity: VIX and SPY 04:07 Index Roundup: SPX, Small Caps, and NASDAQ 04:45 Single Name Equities: Righetti, AMD, and Palantir 06:29 Oracle's Wild Week 07:56 Dividend Plays: Altria and UNH 10:21 Top Movers: Apple, Open, Nvidia, and Tesla 13:43 Conclusion  

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Join us as we battle illness to bring you the pithy, erudite commentary you crave.  That you deserve even.  Start with software designed cores, mix in some Nvidia domination, season with the largest DDoS attack EVaR, then Ubisoft kills games and finish with fast SSDs.  What an evening you are in for.  Timestamps:00:00 Intro00:36 Patreon02:21 Food with Josh04:29 Intel Nova Lake-S has 52 cores?06:05 Software-defined super cores09:15 Intel admits "we didn't have a good offering this year"16:55 AMD launching Ryzen 9000F series CPUs18:51 ASRock AM5 BIOS update20:36 NVIDIA GPU market share is hard to believe25:46 The latest on the Windows 11 SSD failure saga30:18 Sapphire launching B850 motherboards35:59 Arm AI news48:55 Apple iPhone 1755:12 (In)Security Corner1:12:04 Gaming Quick Hits1:23:32 Jeremy reviews the SK hynix P51 Platinum SSD1:33:20 The 8TB Samsung 9100 PRO is ridiculous 1:37:31 Picks of the Week1:48:39 Outro ★ Support this podcast on Patreon ★

Episode 81: We're back! Lots to discuss in this video, including YouTube weirdness, the future of AMD and Intel's CPU platforms, the good old CPU core debate, upcoming GPU rumors and more.CHAPTERS00:00 - Intro03:13 - Our YouTube views are down, this is what the stats say31:14 - Zen 7 on AM5 and Intel's competing platform54:13 - How important is platform longevity?1:07:58 - Six core CPUs are still powerful for gaming1:17:27 - Will Intel make an Arc B770?1:26:22 - No RTX Super any time soon1:29:14 - 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.

Matt Tuttle swings by Morning Movers to look at this week's tremendous move higher for Oracle (ORCL). Matt says you don't get a ton of alpha by owning Nvidia (NVDA) here and he thinks Oracle is over-extended currently, but longer-term says both are still "must-owns." He loves the chart for Supermicro (SMCI) and says investors need to assess all of the various groups within the A.I. trade to fully position for the next major wave. At some point, Matt adds, A.I. will have a "where's the beef?" moment. Elsewhere in the tech sector, he's more interested in Micron (MU) over AMD Inc. (AMD) and says bitcoin-miner data centers are on his radar. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it's bringing buyers and refinancers out of the woodwork. Plus, Oracle's record breaking market day and the continued rise of the exchange traded fund. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Mortgage applications jumped the most in over three years - Oracle's multi-year backlog and the implications for AI - Exchange Traded Funds outnumbering stocks for the first tim - Stocks (and ETFs) on our radar. Companies discussed: RKT, UPST, ORCL, STX, AMD, QTUM, VTWO Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around. Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.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.

This episode of the Hot Options Report breaks down the day's most active options markets. While VIX and Qs trading was slow, major indices like SPY, SPX, and IWM saw heavy volume. The show highlights explosive single-stock action, with new names appearing on the leaderboard and a massive rally in meme stock OPEN.  Mark discusses the most popular options contracts in each market and provides insight into the potential trades and risks involved. Timestamps: [00:00] VIX [02:00] SPY [03:00] SPX [03:40] IWM [04:20] QQQ [05:20] (10) WBD [06:30] (9) Micron [07:20] (8) Intel [08:15] (7) AMD [09:00] (6) Baba [09:50] (5) Apple [10:50] (4) Oracle [12:20] (3) Nvidia [13:10] (2) Tesla [14:00] (1) OPEN ----------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.    

Apple (AAPL) got a pair of downgrades from DA Davidson and Phillip Securities over concerns it's not taking A.I. seriously enough. Sam Vadas notes that she didn't expect to see much about A.I. at its recent product event but notes the downgrades signal that Apple needs to change its software narrative. She stays on the tech front and describes how valuations in AMD Inc. (AMD) play a key role in Erste Group's downgrade on the stock. Sam later highlights a tentative agreement from Boeing (BA) for St. Louis workers to end a strike there.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On this episode of The Hot Options Report, Mark Longo provides a rundown of the most active options contracts for Wednesday, September 10, 2025. Despite a mixed market day, options volume was surprisingly high. The report covers major indices like VIX, SPY, SPX, IWM, and QQQ, noting significant call and put activity and the prevalence of spreads. The second half of the show is a countdown of the top 10 single-name stocks with the most options volume, featuring a wide range of companies from technology and utilities to a surprise showing from Oracle following a strong earnings report. The report highlights specific strikes, prices, and volumes for the most traded options in each name. Time Stamps 0:00 - Welcome to the show 1:25 - VIX 2:40 - SPY  3:25 - SPX  4:10 - IWM  4:50 - QQQ  5:35 - Single Names - A look at the top 10 single-name stocks with the most options activity. 6:00 - #10 OPEN 6:55 - #9 AVGO 8:10 - #8 AMZN 9:20 - #7 AMD 10:15 - #6 PCG 11:15 - #5 PLTR 12:20 - #4 AAPL 13:20 - #3 ORCL 14:35 - #2 TSLA 15:55 - #1 NVDA 17:00 - Mark wraps up the show and previews the next episode. ---------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

The SPX showed shakiness but bounced off lows and muscled session gains that pushed the index back above 6,500. Kevin Green takes a closer look at the price action and what it means for sessions ahead. He adds that volatility remains "cheap" with inflation risk potential in Wednesday's PPI. On stocks, Kevin analyzes options in AMD Inc. (AMD) and the bull flag pattern that can break out in the coming days.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.In this video, we're ranking the moats of some of the most popular stocks in the market. A moat is what gives a company its competitive edge — the defense that keeps profits flowing and competitors at bay. Some names are strongholds with walls that look unbreakable, while others are stuck in open fields with no protection at all.We walk through the charts, fundamentals, and OVTLYR signals to show where these companies stand right now. The big takeaway: fundamentals don't pay unless the price trend is on your side.Here's what we cover:➡️ Tech Titans: Nvidia, AMD, Microsoft, Google, and Meta — which ones are true strongholds, and which are slipping as competition heats up?➡️ Consumer Favorites: Duolingo, Lululemon, Nike, and Netflix — from rapid growth to brand power, see who still has a moat and who's losing ground fast.➡️ Healthcare & Staples: UnitedHealth and Hims — one a giant with entrenched networks, the other a volatile up-and-comer with big potential but big risks.➡️ Financial Powerhouses: MSCI, S&P Global, and Mastercard — tollbooth businesses that collect revenue every time the market moves.➡️ Big Movers: Tesla, Palantir, Salesforce, and Target — companies with explosive potential, but trends that show how fragile a moat can be.Throughout the breakdown, you'll see how OVTLYR's Nine signals, trend templates, and fear-and-greed data cut through the noise. By focusing on price action instead of headlines, you can spot when a stock is setting up for a bullish run or breaking down into a bearish trend.The lesson is simple: growth, revenue, and fundamentals don't guarantee profits. The only thing that pays is catching the right trend at the right time. Whether you're trading Tesla's volatility, watching Nvidia's dominance, or questioning Netflix's staying power, this video shows you how to evaluate the moat and the market together.If you're ready to save time, make smarter trades, and reduce risk, this ranking will give you clarity on which companies are worth your attention and which ones may not deserve the hype.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

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L'univers de la microélectronique vit peut-être un tournant historique. La Chine a récemment annoncé le lancement de la production de masse des premières puces non binaires hybrides, une technologie inédite qui pourrait redessiner le paysage mondial de l'intelligence artificielle. Encore méconnue du grand public, cette avancée pourrait pourtant bouleverser des domaines entiers : de la robotique à l'aéronautique, en passant par les systèmes de recommandation, les véhicules autonomes ou la cybersécurité.Que signifie “non binaire” ?Les puces électroniques classiques, celles qui font fonctionner nos ordinateurs et smartphones, reposent sur un principe fondamental : le binaire. Chaque bit d'information ne peut être qu'un 0 ou un 1. Cette logique a permis des décennies d'innovation, mais elle atteint aujourd'hui certaines limites en matière d'efficacité énergétique et de traitement massif des données.Les puces non binaires, elles, reposent sur une logique multivalente : au lieu de deux états possibles, elles peuvent en gérer plusieurs (par exemple, 0, 1, 2, 3…). Cela permet d'augmenter drastiquement la densité d'information, tout en réduisant les cycles de calcul et la consommation énergétique.Une première mondiale chinoiseL'entreprise Tianjin Saidi Technology, en lien avec des institutions de recherche gouvernementales chinoises, est à l'origine de cette prouesse. Ses puces hybrides non binaires analogico-numériques sont conçues pour mimer le fonctionnement du cerveau humain, où l'information n'est pas transmise en tout ou rien, mais sous forme de signaux gradués. En combinant analogique et numérique, ces composants pourraient offrir des performances bien supérieures aux puces actuelles pour les tâches d'intelligence artificielle.Un enjeu géopolitiqueCette annonce intervient alors que la Chine fait face à des restrictions sévères sur l'accès aux technologies avancées venues des États-Unis. Incapable d'importer certaines puces NVIDIA ou AMD de dernière génération, Pékin parie donc sur l'innovation de rupture pour reprendre l'avantage.Si ces puces non binaires tiennent leurs promesses, elles pourraient réduire la dépendance de la Chine aux semi-conducteurs occidentaux, tout en ouvrant un nouveau chapitre technologique — un peu comme les transistors ont succédé aux tubes électroniques dans les années 1950.Ce que cela pourrait changerPlus rapides, plus sobres et plus proches du raisonnement biologique, ces puces pourraient révolutionner la conception des IA. Finie l'approche brute-force fondée sur la puissance de calcul brute : place à des machines plus intelligentes, plus économes, et potentiellement… plus proches de l'humain.Le futur de l'IA ne sera peut-être pas binaire. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values - are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Agentic AI - something to look into...   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)

Ubuntu 25.10 has a release date and Rust Coreutils still looks good. Pop OS 24.04 is finally almost ready, Kazeta brings back the game carts, and Arch Linux is still under attack. Torvalds takes out the Trash, Firefox has announced the end of 32, and KDE is nearing an exciting 6.5. For tips we have wpctl set-default for controlling WirePlumber defaults, Feral's gamemode for optimized game performance, and strings for pulling ASCII strings out of binaries. You can find the show notes at https://bit.ly/4g88VLk and have a great week! Host: Jonathan Bennett Co-Hosts: Jeff Massie and Ken McDonald Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

This episode of "The Hot Options Report" recaps the trading week, highlighting the significant market activity on Friday, September 5th. Mark Longo notes that the non-farm payroll data caused a lot of red in the market and a lot of green on the volatility screen. The episode then dives into a countdown of the hottest options, starting with broad market indices like the VIX, SPY, SPX, IWM, and QQQ, before moving on to individual stocks. The host provides details on the trading volume and the most active options for each security. The report concludes by recapping the top 10 single-name stocks with the most options activity, with a special mention of the explosive volume in Nvidia and Tesla, which took the top spot.  Time Stamps 0:00 Introduction  0:45 Sponsor: Public.com 1:25 VIX 2:40 SPY 3:25 SPX 4:10 IWM 4:50 QQQ 5:35 Single Name Stocks Countdown (Top 10) 6:00 10. GOOGL 6:55 9. HOOD 8:10 8. MSTR 9:20 7. AAPL 10:15 6. AMD 11:15 5. PLTR 12:20 4. AVGO 13:20 3. OPEN 14:35 2. NVDA 15:55 1. TSLA 17:00 Closing Remarks ------------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Nvidia (NVDA) is down and AMD Inc. (AMD) is selling off as Broadcom (AVGO) builds up a strong rally on the back of its OpenAI deal. Kevin Green offers technical insight into the rotation in semiconductors and its impact on the A.I. trade. In treasuries, he shows the breakdown happening in 10-year yields after the latest jobs report came in weaker than expected. Kevin also turns to regional banks and the potential breakout forming.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Are browsers the right entry point for AI tools? In episode 71 of Mixture of Experts, guest host Bryan Casey is joined by Gabe Goodhart, Kaoutar El Maghraoui and Mihai Criveti to talk about the verdict in the Google antitrust case and what it means for agentic AI. Next, as Anthropic raised $13 billion in a recent funding round, bringing its valuation to $183 billion, we discuss investment in AI startups. Finally, the discourse on GPT-5 and AI model innovation created “AI winter.” What does this mean for the future of AI innovation? All that and more on today's Mixture of Experts. 00:00 – Intro 1:38 – Safer GPT, IBM and AMD, Amazon Lens Live and AI and Starbucks 2:59 – Google antitrust 27:08 – Anthropic and AI valuation 41:42 – AI winter The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Learn more about artificial intelligence → https://www.ibm.com/think/artificial-intelligence Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts

This episode breaks down the trading activity and hot options in major indices like VIX, SPY, SPX, IWM, and QQQ. It then dives into notable trades in individual stocks, including a dividend-related trade in Bank of America (BAC) and continued long-term bullish bets on MicroStrategy (MSTR). The episode concludes with a recap of the day's top-volume names like Nvidia (NVDA) and Tesla (TSLA). Time Stamps 0:00 - Intro and sponsor information. 2:22 - VIX 3:05 - SPY 4:05 - SPX 5:17 - IWM 6:27 - QQQ 7:41 - #10 Bank of America (BAC) 8:45 - #9 AMD 9:16 - #8 Palantir (PLTR) 10:02 - #7 Alphabet (GOOGL) 11:10 - #6 MicroStrategy (MSTR) 12:12 - #5 Apple (AAPL) 13:16 - #4 Amazon (AMZN) 14:04 - #3 OpenDoor (OPEN) 15:00 - #2 Tesla (TSLA) 15:45 - #1 Nvidia (NVDA) 16:30 - Outro and final sponsor information --------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

The panel examines the U.S. government's $8.9 billion investment in Intel, debating whether it strengthens national security or sets a risky precedent for government ownership in private companies. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Ben Roethig, Jeff Gamet, Eric Bolden, Web Bixby, and Jim Rea discuss Intel's challenges, the role of the CHIPS Act, and political optics. The session also examined Bluesky's withdrawal from Mississippi over strict age-verification laws, and the implications for other states and services. Today's MacVoices is supported by Insta360 and their new GO Ultra, the tiny 4K camera that goes everywhere with you. Visit store.Insta360.com and use the code  “MacVoices” for a free set of Sticky Tabs. Show Notes: Chapters: [0:10] Government investment in Intel [1:30] Concerns about state-owned enterprise [3:49] Intel's struggles and future outlook [5:43] Comparing Intel to past bailouts [7:19] Differences between subsidies and bailouts [7:57] Perspectives on government involvement [9:16] International vs U.S. approaches [11:29] Stratechery analysis on Intel [11:59] CHIPS Act and Intel's funding shift [15:17] Breakdown of grants and obligations [16:40] Political optics of Intel investment [20:30] Bluesky exits Mississippi [21:28] Age-verification law challenges [23:58] Privacy, Facebook, and data security [24:58] Broader implications of restrictive laws Links: Trump confirms US government's 10% stake in Intel, stock climbs https://9to5mac.com/2025/08/22/trump-confirms-us-governments-10-stake-in-intel-stock-climbs/ U.S. Intel https://stratechery.com/2025/u-s-intel/ Bluesky blocks service in Mississippi over age assurance law https://techcrunch.com/2025/08/24/bluesky-blocks-service-in-mississippi-over-age-assurance-law/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Ben Roethig has been in the Apple Ecosystem since the System 7 Days. He is the a former Associate Editor with Geek Beat, Co-Founder of The Tech Hangout and Deconstruct and currently shares his thoughts on RoethigTech. Contact him on  Twitter and Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

What role does mitochondrial dysfunction play in the pathogenesis of AMD? And could intervention change the course of early disease progression. David Lally, MD, shares results from the ReCLAIM-2 study, the phase 2 trial that assessed elamipretide (Stealth BioTherapeutics) in patients with non-central GA. What positive treatment effects were observed?  And Ehsan Rahimy, MD, reviews findings from a retrospective analysis seeking to understand if continuous glucose monitoring could reduce the risk of NPDR progressing to more serious conditions. Listen in to learn what he and his colleagues found.  

O mercado brasileiro de tecnologia está em constante transformação, e neste episódio do Diocast temos o prazer de conversar com Artur Oliveira, Priscila Bianchi e Patrícia Lenny, gerentes de canal de componentes da AMD Brasil. Com uma bagagem sólida e uma visão estratégica afiada, eles compartilham um pouco das suas trajetórias e nos ajudam a entender o papel de quem atua na linha de frente de uma das maiores referências globais em inovação de hardware.A presença da AMD no Brasil também foi pauta. Como a empresa tem se estruturado por aqui? Quais são os principais desafios e oportunidades que surgem ao atuar em um país com tanta diversidade de perfis de consumo e infraestrutura? Os convidados compartilham suas impressões sobre o posicionamento da marca e os caminhos que têm sido trilhados para fortalecer sua atuação local.Falamos ainda sobre o público da AMD no Brasil. Com um portfólio tão amplo, quais são os segmentos que mais se conectam com a marca? Estudantes em busca de performance acessível, profissionais que dependem de alto poder de processamento, gamers apaixonados por gráficos de última geração — quem será que lidera essa corrida? As respostas podem surpreender.E com a ascensão do home office, será que houve uma mudança na forma como a AMD posiciona seus produtos? A conversa trouxe reflexões sobre como o trabalho remoto influenciou as escolhas dos consumidores e como a empresa se adaptou a esse novo cenário, que mistura produtividade, entretenimento e mobilidade.Já no universo das GPUs, a série 9000 — especialmente a 9070XT — tem chamado atenção. Mas qual foi a geração de produtos que causou um verdadeiro impacto no mercado brasileiro? Saibam quais reações que eles têm observado e como esses produtos têm dialogado com as expectativas dos usuários mais exigentes.A inteligência artificial também entrou em pauta. Com a crescente integração de recursos de IA diretamente no hardware, como a AMD está se posicionando? Quais são as apostas da empresa para acompanhar — ou até liderar — esse movimento? Os executivos compartilham uma visão instigante sobre o futuro da tecnologia e os caminhos que estão sendo desenhados.E claro, não podíamos encerrar sem perguntar sobre as linhas Ryzen AI e Ryzen Z. O que podemos esperar desses lançamentos? Quais promessas vêm embutidas nesses nomes que já estão gerando burburinho no mercado? Se você quer descobrir os detalhes, este episódio é o seu convite para mergulhar fundo.---https://diolinux.com.br/podcast/papo-reto-com-amd-brasil.html

Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang covers AMD extending AM4's life again, a recap of security best practices, and more. And of course we answer your questions live! Link: - https://www.pcworld.com/article/2896155/ddr4-ram-is-disappearing-and-getting-more-expensive-than-ddr5.html Check out the audio version of the podcast on iTunes, Spotify, Pocket Casts and more so you can listen on the go, and be sure to subscribe so you don't miss the latest live episode here on YouTube! Join the PC related discussions and ask us questions on Discord: https://discord.gg/SGPRSy7 Follow the crew on X: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Follow PCWorld! Website: http://www.pcworld.com X: https://www.x.com/pcworld ============= #podcast #news #pcgaming

This episode of the Hot Options Report is an early edition, hosted by Mark Longo. The show covers the day's market activity, which is in the red, with the S&P 500 down and the VIX up. The host goes through the most active options in various indices and single-name stocks, including VIX, SPY, SPX, IWM, QQQ, and popular names like Robinhood, Amazon, Alibaba, AMD, MicroStrategy, Apple, Palantir, Open, Tesla, and Nvidia. The host also talks about how active the market has been, with many options contracts expiring today. Time Stamps 0:00: Show introduction  2:40: Market overview: S&P and other indices are down; VIX is up. 3:57: VIX activity analysis, including the top hot option. 5:10: SPY activity and the hottest options contracts. 6:27: SPX activity and the hot options in the index. 7:39: IWM (small caps) activity and the top put option. 9:30: QQQ (Nasdaq) activity and the prevalence of zero-day options. 10:30: Single-name stock analysis begins. 10:52: #10 Robinhood (HOOD) options activity. 12:00: #9 Amazon (AMZN) options activity. 13:00: #8 Alibaba (BABA) options activity. 14:04: #7 AMD options activity, noting high average daily volume. 15:38: #6 MicroStrategy (MSTR) options activity. 17:34: #5 Apple (AAPL) options activity. 18:32: #4 Palantir (PLTR) options activity. 19:54: #3 Open (OPEN) options activity. 21:05: #2 Tesla (TSLA) options activity, including a potential conversion reversal. 22:15: #1 Nvidia (NVDA) options activity, taking the top spot. 23:18: Closing remarks ------------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

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Welcome to HCPLive's 5 Stories in Under 5—your quick, must-know recap of the top 5 healthcare stories from the past week, all in under 5 minutes. Stay informed, stay ahead, and let's dive into the latest updates impacting clinicians and healthcare providers like you! Interested in a more traditional, text rundown? Check out the HCPFive! FDA Accepts Priority Review Application of Omidubicel for Severe Aplastic Anemia  The FDA accepted a priority review application for omidubicel, a cell therapy under investigation for severe aplastic anemia. FDA Approves REMS Label Update for Sparsentan (Filspari) in IgA Nephropathy  The FDA approved an updated REMS label for sparsentan, easing monitoring requirements for patients with IgA nephropathy. FDA Issues CRL to Outlook Therapeutics' ONS-5010 for the Treatment of Wet AMD The FDA issued a complete response letter for ONS-5010 in wet AMD, citing insufficient efficacy evidence from the phase 3 program. ACC Releases Respiratory Disease Vaccination Guidelines for Adults with Heart Disease The ACC released new guidance recommending vaccination against respiratory infections for adults with cardiovascular disease to improve prevention and access. Orforglipron Delivers Weight Loss, A1C Reductions in Phase 3 ATTAIN-2 Trial Eli Lilly reported phase 3 results showing orforglipron improved weight and glycemic control in adults with obesity or overweight and type 2 diabetes.

Our 220th episode with a summary and discussion of last week's big AI news! Recorded on 08/30/2025 Check out Andrey's work over at Astrocade , sign up to be an ambassador here Hosted by Andrey Kurenkov and co-hosted by Daniel Bashir Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/ In this episode: Google's newly released Gemini 2.5 image editing model showcases remarkable advancements, enabling highly accurate modifications of subjects while retaining their original features. Anthropic expands Claude with an AI browser agent for Chrome and adds features to remember past conversations, enhancing the user experience and personalization. NVIDIA and AMD to share revenue from AI chip sales to China with US government, marking a notable shift in export control policies and trade practices. AI companion apps are experiencing substantial growth, with projected revenues expected to reach $120 million by 2025, raising questions about social implications and user engagement. Timestamps + Links: Tools & Apps (00:02:12) Google Gemini's AI image model gets a 'bananas' upgrade | TechCrunch (00:05:32) Anthropic launches a Claude AI agent that lives in Chrome | TechCrunch (00:08:30) Anthropic's Claude chatbot can now remember your past conversations | The Verge (00:11:46) Google Launches AI ‘Guided Learning' Tool to Teach Users (00:14:55) Apple Intelligence's ChatGPT integration will use GPT-5 starting with iOS 26 | The Verge (00:15:39) OpenAI Adds New Features to Codex, Like IDE Extension and GitHub Code Reviews Applications & Business (00:16:49) Lovable projects $1B in ARR within next 12 months | TechCrunch (00:18:56) Decart hits $3.1 billion valuation on $100 million raise to power real-time interacti | Ctech (00:20:19) Cohere raises $500M to beat back generative AI rivals | TechCrunch (00:21:25) Pony AI, Nearing Full-Year Robotaxi Goal, Eyes European Markets - Bloomberg (00:22:41) Co-founder of Elon Musk's xAI departs the company | TechCrunch Projects & Open Source (00:24:39) Meta AI Just Released DINOv3: A State-of-the-Art Computer Vision Model Trained with Self-Supervised Learning, Generating High-Resolution Image Features - MarkTechPost (00:27:02) GLM-4.5: Agentic, Reasoning, and Coding (ARC) Foundation Models (00:29:49) China's DeepSeek Releases V3.1, Boosting AI Model's Capabilities - Bloomberg (00:30:36) Open weight LLMs exhibit inconsistent performance across providers (00:32:02) Microsoft Released VibeVoice-1.5B: An Open-Source Text-to-Speech Model that can Synthesize up to 90 Minutes of Speech with Four Distinct Speakers - MarkTechPost Research & Advancements (00:33:43) Deep Think with Confidence (00:36:30) Generative AI reshapes U.S. job market, Stanford study shows Policy & Safety (00:41:42) Inside the US Government's Unpublished Report on AI Safety | WIRED (00:44:10) U.S. Government to Take Cut of Nvidia and AMD A.I. Chip Sales to China - The New York Times (00:45:13) Anthropic Settles High-Profile AI Copyright Lawsuit Brought by Book Authors (00:46:56) AI companion apps on track to pull in $120M in 2025 | TechCrunch

Estamos vendo nascer um novo capitalismo de Estado nos EUA? Sob Donald Trump, cresce a intervenção do governo em empresas estratégicas — da Apple à Intel, passando pela Nvidia, AMD e até Coca-Cola. Tarifas, acordos bilaterais e até participação acionária do Estado mostram como o “capitalismo com características trumpistas” está mudando a economia americana. Mas até onde isso pode ir?

At VMware Explore in Las Vegas, the buzz wasn't just about generative AI, but about where and how it should run. My guest is Tasha Drew, Director of Engineering for the AI team in the VMware Cloud Foundation division at Broadcom, who has been at the center of this conversation. Fresh off the main stage, where she helped debut VMware's new Private AI Services and Intelligent Assist for VMware Cloud Foundation, Tasha joins me to unpack what these announcements mean for enterprises grappling with privacy, cost, and integration challenges. Tasha explains why private AI is resonating so strongly in 2025, outlining the three pillars that define it: protecting sensitive intellectual property, managing regulated or high-value data, and ensuring role-based control of fine-tuned models. She shares how organizations often start their AI journey in the public cloud, but as experimentation turns to production, cost pressures, data compliance, and proximity to data drive them toward private AI. We also dive into VMware's own evolution toward building an AI-native private cloud platform. Tasha highlights the journey from deep learning VMs and Jupyter notebooks to full AI platform services that empower IT teams to deliver models efficiently, save money, and accelerate deployment of retrieval-augmented generation (RAG) applications. She introduces Intelligent Assist for VMware Cloud Foundation, an AI-powered guide that helps teams navigate complex deployments with context-aware support and step-by-step instructions. Beyond the technology, Tasha reflects on the broader ecosystem shifts, from partnerships with NVIDIA and AMD to the role of Model Context Protocol (MCP) in breaking down integration barriers between enterprise systems. She believes MCP represents a turning point, enabling seamless workflows between platforms that historically lacked incentive to work together. This conversation captures a pivotal moment where private AI is moving from theory into enterprise adoption. For leaders weighing their next move, Tasha provides both the strategic framing and the technical insight to understand why private AI has become one of the most talked-about forces shaping enterprise IT today.

A respectable, but not explosive day in the options market, with volumes generally a bit below their average daily volume (ADV). The market is still in the "dog days of summer," which can often lead to lighter trading. Today's action was influenced by NVIDIA's earnings report, a known market-moving event. Time Stamps 0:00 - Welcome and Introduction 1:46 - VIX 2:50 - SPY 3:32 - SPX 4:22 - Small Caps (IWM) 5:08 - The Qs (QQQ) 6:07 - Single Names 6:50 - #10 - Amazon (AMZN) 7:57 - #9 - Alphabet (GOOGL) 8:48 - #8 - Barrick Gold (B) 10:33 - #7 - Snowflake (SNOW) 11:51 - #6 - AMD 12:50 - #5 - SoFi (OPEN) 13:58 - #4 - Palantir (PLTR) 14:49 - #3 - Apple (AAPL) 15:43 - #2 - Tesla (TSLA) 16:51 - #1 - NVIDIA (NVDA) 18:18 - Conclusion -------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

On this midday Friday, August 29th edition of the Hot Options Report, the hosts cover a day of market sell-offs across the major indices. The VIX is up, reflecting increased volatility, with significant activity in its October 31 calls. The show breaks down the top tickers seeing explosive options action, with a notable theme being the aggressive buying of out-of-the-money calls in major tech names like TSLA and NVDA, despite the overall market downtrend. The top 10 single-name stocks are dominated by companies with recent earnings reports, including Marvell (MRVL) and Baba (BABA). The episode wraps up by noting the need for a significant market reversal in the second half of the day for many of these bullish bets to pay off. Time Stamp 2:30: VIX  3:46: SPY  4:57: SPX  6:05: IWM  7:12: Q's (QQQ)  8:20: Top 10 Single Names 8:55: Marvell (MRVL) - #10  10:00: Weebull (BULL) - #9  11:27: MicroStrategy (MSTR) - #8  12:52: Palantir (PLTR) - #7  14:14: AMD - #6  15:15: Apple (AAPL) - #5  16:03: Open (OPEN) - #4  17:34: Baba (BABA) - #3  18:55: Tesla (TSLA) - #2  20:25: Nvidia (NVDA) - #1  22:00: Closing  ------------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Katie and Danny unpack Nvidia's $47 billion second-quarter revenue – more than it made in all of 2023. But can anyone challenge its dominance? Danny interviews AMD's Lisa Su, head of the American chipmaker that designs the processors powering everything from PCs to data centres, about the company's turnaround, China, and whether Nvidia's crown is within reach.Image: Getty Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry. Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing. The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in! Show Notes: Nandan Nayampally - linkedin.com/in/nandannayampally Carlos Espinal - linkedin.com/in/carloseduardoespinal Baya Systems - bayasystems.com Seedcamp - seedcamp.com

How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings. In this episode: MongoDB's earnings are a warning to other software companies [3:43] Rate cuts are coming: What it means for the market [9:03] Shorting stocks? Avoid this common mistake [16:48] The AT&T/EchoStar spectrum deal: Are the stocks buys? [22:44] Has Eli Lilly finally bottomed? [31:12] Nvidia's earnings report: Key things to watch [38:47] I've changed my tune on AMD [42:27] The latest details on the Curzio One Wealth Forum! [52:14] Editor's note: November 9-11, we're hosting our first-ever Curzio One Wealth Forum—an intimate, two-day event exclusively for Curzio One members—at the legendary Pier Sixty-Six in Fort Lauderdale, Florida.  --Curzio One members can get the details and register here: https://secure.curzioresearch.com/checkout/conference-tickets.php/?utm_source=Libsyn --Not a Curzio One member? Learn more about our most elite membership—and add your name to the waitlist—here: https://www.curzioresearch.com/curzio-one-wait-list/?utm_source=Libsyn Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Welcome to the Hot Options Report for Wednesday, August 27th. In this special midday report, we dive into the day's most active options, analyzing the top tickers and notable trends. The broad market is in a modest rally, but volatility and specific stocks are showing interesting activity. Today's show covers the highlights in VIX, SPY, SPX, and the top 10 most active stocks, including the highly anticipated action in Nvidia ahead of its earnings report. Timestamps 1:17 VIX Market Activity 2:07 SPY Market Activity 2:54 SPX Market Activity 3:35 Small Caps Market Activity 4:15 QQQ Market Activity 5:10 Top 10 Options Overview 5:50 SoFi (#10) 6:45 Robinhood (#9) 7:42 Intel (#8) 8:20 AMD (#7) 9:03 Apple (#6) 10:04 Walgreens Boots Alliance (WBA) (#5) 11:06 Open (#4) 11:58 Palantir (#3) 12:51 Tesla (#2) 13:38 Nvidia (#1) ------------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies like AMD Inc. (AMD) and TSMC (TSM) as other companies investors should watch as potential new leaders in the A.I. space. He also talks about the evolving tech that can shape the landscape, like autonomous vehicles and robotics.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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This week we talk about General Motors, the Great Recession, and semiconductors.We also discuss Goldman Sachs, US Steel, and nationalization.Recommended Book: Abundance by Ezra Klein and Derek ThompsonTranscriptNationalization refers to the process through which a government takes control of a business or business asset.Sometimes this is the result of a new administration or regime taking control of a government, which decides to change how things work, so it gobbles up things like oil companies or railroads or manufacturing hubs, because that stuff is considered to be fundamental enough that it cannot be left to the whims, and the ebbs and eddies and unpredictable variables of a free market; the nation needs reliable oil, it needs to be churning out nails and screws and bullets, so the government grabs the means of producing these things to ensure nothing stops that kind of output or operation.That more holistic reworking of a nation's economy so that it reflects some kind of socialist setup is typically referred to as socialization, though commentary on the matter will still often refer to the individual instances of the government taking ownership over something that was previously private as nationalization.In other cases these sorts of assets are nationalized in order to right some kind of perceived wrong, as was the case when the French government, in the wake of WWII, nationalized the automobile company Renault for its alleged collaboration with the Nazis when they occupied France.The circumstances of that nationalization were questioned, as there was a lot of political scuffling between capitalist and communist interests in the country at that time, and some saw this as a means of getting back against the company's owner, Louis Renault, for his recent, violent actions against workers who had gone on strike before France's occupation—but whatever the details, France scooped up Renault and turned it into a state-owned company, and in 1994, the government decided that its ownership of the company was keeping its products from competing on the market, and in 1996 it was privatized and they started selling public shares, though the French government still owns about 15% of the company.Nationalization is more common in some non-socialist nations than others, as there are generally considered to be significant pros and cons associated with such ownership.The major benefit of such ownership is that a government owned, or partially government owned entity will tend to have the government on its side to a greater or lesser degree, which can make it more competitive internationally, in the sense that laws will be passed to help it flourish and grow, and it may even benefit from direct infusions of money, when needed, especially with international competition heats up, and because it generally allows that company to operate as a piece of government infrastructure, rather than just a normal business.Instead of being completely prone to the winds of economic fortune, then, the US government can ensure that Amtrak, a primarily state-owned train company that's structured as a for-profit business, but which has a government-appointed board and benefits from federal funding, is able to keep functioning, even when demand for train services is low, and barbarians at the gate, like plane-based cargo shipping and passenger hauling, becomes a lot more competitive, maybe even to the point that a non-government-owned entity may have long-since gone under, or dramatically reduced its service area, by economic necessity.A major downside often cited by free-market people, though, is that these sorts of companies tend to do poorly, in terms of providing the best possible service, and in terms of making enough money to pay for themselves—services like Amtrak are structured so that they pay as much of their own expenses as much as possible, for instance, but are seldom able to do so, requiring injections of resources from the government to stay afloat, and as a result, they have trouble updating and even maintaining their infrastructure.Private companies tend to be a lot more agile and competitive because they have to be, and because they often have leadership that is less political in nature, and more oriented around doing better than their also private competition, rather than merely surviving.What I'd like to talk about today is another vital industry that seems to have become so vital, like trains, that the US government is keen to ensure it doesn't go under, and a stake that the US government took in one of its most historically significant, but recently struggling companies.—The Emergency Economic Stabilization Act of 2008 was a law passed by the US government after the initial whammy of the Great Recession, which created a bunch of bailouts for mostly financial institutions that, if they went under, it was suspected, would have caused even more damage to the US economy.These banks had been playing fast and loose with toxic assets for a while, filling their pockets with money, but doing so in a precarious and unsustainable manner.As a result, when it became clear these assets were terrible, the dominos started falling, all these institutions started going under, and the government realized that they would either lose a significant portion of their banks and other financial institutions, or they'd have to bail them out—give them money, basically.Which wasn't a popular solution, as it looked a lot like rewarding bad behavior, and making some businesses, private businesses, too big to fail, because the country's economy relied on them to some degree. But that's the decision the government made, and some of these institutions, like Goldman Sachs, had their toxic assets bought by the government, removing these things from their balance sheets so they could keep operating as normal. Others declared bankruptcy and were placed under government control, including Fannie Mae and Freddie Mac, which were previously government supported, but not government run.The American International Group, the fifth largest insurer in the world at that point, was bought by the US government—it took 92% of the company in exchange for $141.8 billion in assistance, to help it stay afloat—and General Motors, not a financial institution, but a car company that was deemed vital to the continued existence of the US auto market, went bankrupt, the fourth largest bankruptcy in US history. The government allowed its assets to be bought by a new company, also called GM, which would then function as normal, which allowed the company to keep operating, employees to keep being paid, and so on, but as part of that process, the company was given a total of $51 billion by the government, which took a majority stake in the new company in exchange.In late-2013, the US government sold its final shares of GM stock, having lost about $10.7 billion over the course of that ownership, though it's estimated that about 1.5 million jobs were saved as a result of keeping GM and Chrysler, which went through a similar process, afloat, rather than letting them go under, as some people would have preferred.In mid-August of this year, the US government took another stake in a big, historically significant company, though this time the company in question wasn't going through a recession-sparked bankruptcy—it was just falling way behind its competition, and was looking less and less likely to ever catch up.Intel was founded 1968, and it designs, produces, and sells all sorts of semiconductor products, like the microprocessors—the computer chips—that power all sorts of things, these days.Intel created the world's first commercial computer chip back in 1971, and in the 1990s, its products were in basically every computer that hit the market, its range and dominance expanding with the range and dominance of Microsoft's Windows operating system, achieving a market share of about 90% in the mid- to late-1990s.Beginning in the early 2000s, though, other competitors, like AMD, began to chip away at Intel's dominance, and though it still boasts a CPU market share of around 67% as of Q2 of 2025, it has fallen way behind competitors like Nvidia in the graphics card market, and behind Samsung in the larger semiconductor market.And that's a problem for Intel, as while CPUs are still important, the overall computing-things, high-tech gadget space has been shifting toward stuff that Intel doesn't make, or doesn't do well.Smaller things, graphics-intensive things. Basically all the hardware that's powered the gaming, crypto, and AI markets, alongside the stuff crammed into increasingly small personal devices, are things that Intel just isn't very good at, and doesn't seem to have a solid means of getting better at, so it's a sort of aging giant in the computer world—still big and impressive, but with an outlook that keeps getting worse and worse, with each new generation of hardware, and each new innovation that seems to require stuff it doesn't produce, or doesn't produce good versions of.This is why, despite being a very unusual move, the US government's decision to buy a 10% stake in Intel for $8.9 billion didn't come as a total surprise.The CEO of Intel had been raising the possibility of some kind of bailout, positioning Intel as a vital US asset, similar to all those banks and to GM—if it went under, it would mean the US losing a vital piece of the global semiconductor pie. The government already gave Intel $2.2 billion as part of the CHIPS and Science Act, which was signed into law under the Biden administration, and which was meant to shore-up US competitiveness in that space, but that was a freebie—this new injection of resources wasn't free.Response to this move has been mixed. Some analysts think President Trump's penchant for netting the government shares in companies it does stuff for—as was the case with US Steel giving the US government a so-called ‘golden share' of its company in exchange for allowing the company to merge with Japan-based Nippon Steel, that share granting a small degree of governance authority within the company—they think that sort of quid-pro-quo is smart, as in some cases it may result in profits for a government that's increasingly underwater in terms of debt, and in others it gives some authority over future decisions, giving the government more levers to use, beyond legal ones, in steering these vital companies the way it wants to steer them.Others are concerned about this turn of events, though, as it seems, theoretically at least, anti-competitive. After all, if the US government profits when Intel does well, now that it owns a huge chunk of the company, doesn't that incentivize the government to pass laws that favor Intel over its competitors? And even if the government doesn't do anything like that overtly, doesn't that create a sort of chilling effect on the market, making it less likely serious competitors will even emerge, because investors might be too spooked to invest in something that would be going up against a partially government-owned entity?There are still questions about the legality of this move, as it may be that the CHIPS Act doesn't allow the US government to convert grants into equity, and it may be that shareholders will find other ways to rebel against the seeming high-pressure tactics from the White House, which included threats by Trump to force the firing of its CEO, in part by withholding some of the company's federal grants, if he didn't agree to giving the government a portion of the company in exchange for assistance.This also raises the prospect that Intel, like those other bailed-out companies, has become de facto too big to fail, which could lead to stagnation in the company, especially if the White House goes further in putting its thumb on the scale, forcing more companies, in the US and elsewhere, to do business with the company, despite its often uncompetitive offerings.While there's a chance that Intel takes this influx of resources and support and runs with it, catching up to competitors that have left it in the dust and rebuilding itself into something a lot more internationally competitive, then, there's also the chance that it continues to flail, but for much longer than it would have, otherwise, because of that artificial support and government backing.Show Noteshttps://www.reuters.com/legal/legalindustry/did-trump-save-intel-not-really-2025-08-23/https://www.nytimes.com/2025/08/23/business/trump-intel-us-steel-nvidia.htmlhttps://arstechnica.com/tech-policy/2025/08/intel-agrees-to-sell-the-us-a-10-stake-trump-says-hyping-great-deal/https://en.wikipedia.org/wiki/General_Motors_Chapter_11_reorganizationhttps://www.investopedia.com/articles/economics/08/government-financial-bailout.asphttps://www.tomshardware.com/pc-components/cpus/amds-desktop-pc-market-share-hits-a-new-high-as-server-gains-slow-down-intel-now-only-outsells-amd-2-1-down-from-9-1-a-few-years-agohttps://www.spglobal.com/commodity-insights/en/news-research/latest-news/metals/062625-in-rare-deal-for-us-government-owns-a-piece-of-us-steelhttps://en.wikipedia.org/wiki/Renaulthttps://en.wikipedia.org/wiki/State-owned_enterprises_of_the_United_Stateshttps://247wallst.com/special-report/2021/04/07/businesses-run-by-the-us-government/https://en.wikipedia.org/wiki/Nationalizationhttps://www.amtrak.com/stakeholder-faqshttps://en.wikipedia.org/wiki/General_Motors_Chapter_11_reorganization This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

Timestamps: 0:00 Not sure what the alternative is 0:19 iPhone Air, Foldable iPhone, other leaks 1:42 ASRock GPU Cable Fix 2:33 Elon's Macrohard AI Company 3:38 Micro Center! 4:24 QUICK BITS INTRO 4:37 Florida Drone School Defense 5:07 Netflix House Opens in US 5:39 Food Delivery Robot RM5 6:09 Nvidia Jetson AGX Thor Devkit 6:46 AMD 2026–2027 Mobile Roadmap NEWS SOURCES: https://lmg.gg/oMzcB Learn more about your ad choices. Visit megaphone.fm/adchoices

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This is a preview — for the full episode, subscribe: https://newmodels.io https://patreon.com/newmodels https://newmodels.substack.com Theorists Marek Poliks & Roberto Alonso Trillo (co-hosts of the Dis.integrator pod) come on New Models to talk us through their highly anticipated new book, Exocapitalism: Economies with Absolutely No Limits, which is out this month from Becoming Press. Through their radical rethinking of capitalism — its indifference to human scale, its endless appetite for complexity, its rapacious transformation of everything into betting surfaces — Marek and Roberto relieve us of old Leftist frameworks, supplying a decoder ring for the growing incoherence of everyday contemporary life. Exocapitalism: Economies With Absolutely No Limits (Becoming Press, 2025) https://becoming.press/exocapitalism-economies-with-absolutely-no-limits-(2025)-by-marek-poliks-roberto-alonso-trillo Authors: Marek Poliks & Roberto Alonso Trillo https://www.marekpoliks.com/ https://robertoalonsotrillo.com/ https://open.spotify.com/show/4AcGAXHIdRu1toaZYnK3kB Foreward: Charles Mudede Afterward: Alex Quicho Art & Design: Palais Sinclaire Illustrations: Avocado Ibuprofen Names cited: AMD, Amazon/AWS, Amanda Askell, American Express, BlackRock, Bogna Konior, Charles Mudede, ChatGPT, Citadel, Cortical Labs, Daniel Felstead & Jenn Leung, David Graeber, DraftKings, Dunkin', SNAP (US food stamps), Elena Esposito, Gilles Deleuze & Felix Guattari, GUS (Global University Systems), Helen Hester & Nick Srnicek, Hilton Worldwide, Jürgen Habermas, K Allado-McDowell, Karl Marx, Kraft Singles, Luciana Parisi, Luigi Mangione, Nick Land, Nvidia, OpenAI, Ray Brassier, René Benko, Robinhood, Salesforce, Silvia Federici, SpaceX, Starbucks, TSMC

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee. In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices. Check out Left Brain Investment Research Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

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Alan Rozenshtein, Research Director at Lawfare, sits down with Sam Winter-Levy, a Fellow in the Technology and International Affairs Program at the Carnegie Endowment for International Peace; Janet Egan, a Senior Fellow with the Technology and National Security Program at the Center for a New American Security; and Peter Harrell, a Nonresident Fellow at Carnegie and a former Senior Director for International Economics at the White House National Security Council under President Joe Biden.They discuss the Trump administration's recent decision to allow U.S. companies Nvidia and AMD to export a range of advanced AI semiconductors to China in exchange for a 15% payment to the U.S. government. They talk about the history of the export control regime targeting China's access to AI chips, the strategic risks of allowing China to acquire powerful chips like the Nvidia H20, and the potential harm to the international coalition that has worked to restrict China's access to this technology. They also debate the statutory and constitutional legality of the deal, which appears to function as an export tax, a practice explicitly prohibited by the Constitution.Mentioned in this episode:The Financial Times article breaking the news about the Nvidia dealThe Trump Administration's AI Action PlanFind Scaling Laws on the Lawfare website, and subscribe to never miss an episode.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

In this Market Mondays clip, hosts Rashad Bilal, Troy Millings, and Ian Dunlap break down the latest developments surrounding Nvidia, AMD, and the impact of Donald Trump's strategy to allow U.S. chip sales to China—with a unique twist: a potential 15% revenue cut to the U.S. government. The trio explores what this means for American companies dominating the semiconductor space, how business-first policy maneuvers could shape the future, and the ripple effects on tech giants like Dell, Oracle, and Micron.Ian and Troy discuss whether Trump's negotiation style and dealmaking could benefit or hinder companies like Nvidia and AMD, while Rashad dives into the strategic moves NVIDIA and the government are making to ensure industry dominance without losing out to international competitors. The conversation also weighs in on net margins, supply chain risk, and the delicate balance American companies face when tapping into the Chinese market under new restrictions.Key points explored in this clip:Trump's “deal-making” approach to global tech and resource accessHow U.S. chipmakers like Nvidia and AMD stand to gain or lose from a 15% sales fee to the governmentThe role of American tech companies like Dell, Oracle, and Micron in the race for semiconductor leadershipThe impact on net margins for AMD vs. Nvidia and implications for future growth and stabilityThe pressures and strategies required for American firms to maintain market dominance amid trade restrictionsWhether you're an investor, a tech enthusiast, or just curious about the future of American business and policy, this discussion delivers deep insights straight from the Market Mondays team. Make sure to check out the full conversation for a nuanced look at the intersection of politics, tech, and market opportunities!*Watch now and stay ahead of the market curve with Market Mondays.*#MarketMondays #Nvidia #AMD #Trump #Semiconductors #Investing #TechNews #BusinessAnalysis #Dell #Oracle #Micron #China #TradePolicy #StockMarket #AIChips #Finance #ClipOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

For the ad-free version of this episode, subscribe to Politicology+ at https://politicology.com/plus In this episode, Ron Steslow and Isaac Stone Fish (founder and CEO of Strategy Risks) discuss China's influence and the risks associated with corporate exposure to the Chinese Communist Party They explore the shifting public perception of China, the implications of leadership conflicts in major companies like Intel, and the strategic decisions surrounding chip sales by Nvidia and AMD.  Then, they delve into the significant cybersecurity threats posed by China which have targeted U.S. infrastructure.  They discuss the vulnerabilities of the U.S. in the face of potential military conflicts and the broader implications of modern warfare, including economic and information warfare.  Later, Isaac dives into how Hollywood's portrayal of China and Chinese people impacts  public perception. They discuss: (3:00) Corporate exposure to China (5:50) Business and the CCP  (8:55)Shifting public views on China  (11:59) Intel Chief's conflicts in China (15:02) Nvidia and AMD (18:02) Supply chain risks  (20:58) China's global strategy and U.S. response (31:07) Volt Typhoon and Salt Typhoon (34:07) The vulnerability of U.S. infrastructure (38:01) Rethinking modern warfare (40:35) Hollywood's role in perception of China  (46:28) Decoupling from China  (54:14) The TikTok dilemma  Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. Contribute to Politicology at politicology.com/donate Find our sponsor links and promo codes here: https://bit.ly/44uAGZ8 Send your questions and ideas to podcast@politicology.com or leave a voicemail at ‪(703) 239-3068‬ Follow Ron and Isaac on Twitter: https://twitter.com/RonSteslow https://x.com/isaacstonefish Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, a rejuvenated Scott returned from vacation to sit down with his Lawfare colleagues Benjamin Wittes, Daniel Byman, and Kate Klonick to talk through some of the week's big national security news, including:“Occupational Hazards.” The Israeli government led by Prime Minister Benjamin Netanyahu has stated its intent to occupy Gaza City, the last segment of Gaza not under Israeli military control, and displace its civilians to “designated safe areas.” In an apparent response to both domestic and international outrage at the plan, Netanyahu later disavowed any intent to annex Gaza—even as he acknowledged calls to do so from within his coalition—and finally laid out a rough Israeli end-goal for Gaza: namely, a non-Israeli governing entity, led by neither Hamas nor the Palestinian Authority, operating under complete Israeli security control. But will this be enough to assuage these concerns? And what does it tell us about where the Gaza conflict may be headed?“The Rake.” The Trump administration has struck a deal with chip manufacturers NVIDIA and AMD, allowing them to export certain high-end (but not frontier model) chips to Chinese companies engaging in AI research, among other relevant activities, so long as they share 15% of the profits with the government. It's a move that has both Democrats and Republicans worried about major power competition with China crying foul, and lawyers raising serious doubts as to its legal viability. What appears to be driving this recent about-face? And what does it say about the trajectory of U.S. policy on AI (and China)?“The War on Drugs. But, Like, Actually.” According to the New York Times, President Trump has reportedly signed a secret order authorizing the use of military force against drug cartels his administration has designated as terrorist organizations. Exactly what sort of military action may result is not yet clear, but it already has legal and policy experts raising concerns on a number of different fronts. How big a move is this, and what actions might it yield?In object lessons, Dan, in learning more about 18th-century rivalries, recommends the game Imperial Struggle. Ben, in cheerful outrage, revealed his plans for 100lbs of blue and yellow marking chalk. Scott, in humble apology, reveled in his new-found love of pizza beans. Kate, in cheerful anticipation, expects a weekend of reverie with 14 pounds of fruit and vegetables.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

Paramount is paying $7.7 billion to stream the Ultimate Fighting Championship for 7 years… because 100 million Americans watch UFC.Nvidia & AMD will pay the US government 15% of their China sales… it's training wheels for an AI tax.Taylor Swift wore Fazit's face-glitter and sales surged to $40M… Because Fazit had a “Viral Emergency Kit.”The untold origin story of… Instant Ramen.$NFLX $PSKY $NVDA $AMDWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… “Instant Ramen