Podcasts about amd

Check out the Spawncast Network: https://www.patreon.com/Spawncast We're on Spotify!: https://open.spotify.com/show/033JSo2nQqfSzV2fQRrdgO?si=Rl-1E1NySySEUmDbn3VKVw Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave#Sony #PS5

Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he's made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile's newer approach on model architecture with a full-stack team in the current chip landscape and the technical bets they're making in that direction. Walter also talks about compressing the gap between the chip design cycle and its payoff period, and making a generational leap in AI inference to realize the bet in volume against the value to be captured.  Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @goodwin_ml | @fractile_ai Chapters: 00:46 – Walter Goodwin and Fractile Introduction  02:29 – The Chip Landscape Now 04:56 – Common Handoffs From Architecture-Focused Players 07:18 – Full Stack Approach and Team Setup 09:49 – Fractile's Most Important Technical Bets  15:32 – Workload Predictions and Compressing the Chip Design Cycle 23:03 – Architect Intent to Output Bottlenecks and Accelerating Trials 28:16 – Workload Bets on Model Architectural Shifts 31:20 – The Future of AI Chip Players and Market Structure   35:14 – Conclusion

Gears of War E-Day is out starting today, but we had a chance to spend time with the game for more than 10 hours and wanted to give some of our thoughts on the campaign.

I'm seeing some scary parallels between the dot com era and today. I was part of the dot com era and there were some powerful lessons from that time. It's tempting to say this time is different. But even if there is demonstrable customer demand and revenue, there are still some what where the same troubling trends are showing up. When I was at Nortel we had numerous strategy meetings about how we could compete more effectively  on a global basis. Back then, companies like Alcatel and Ericsson were doing much better globally than we were at Nortel. The folks at Ericsson would show up with their banker in the meetings who could offer them favourable financing terms. The folks at Nortel didn't have any such offer. So both Nortel and Lucent went out and borrowed money in the bond market on the strength of their balance sheet and income statement. They in turn provided financing to their customers on terms that were much better than those customers could secure on their own. When the dot com bubble burst, those bonds became a problem and ultimately resulted in the failure of Nortel and the merger of Lucent with Alcatel. So here we are in 2026, there is a massive build-out of AI infrastructure. So when I draw a comparison to the dot com bubble, this is where I am seeing the strongest correlation. If Anthropic and OpenAI were to stumble along the way, all of these companies, Amazon, Microsoft, Google, AMD, XAI, Broadcom, Nvidia, would all be negatively affected. These companies have assumed debt on behalf of their customers. The hyperscalers together represent about $3T of off-balance sheet risk. The debt in 2000 was 1T but the collateral had much more durable value than the collateral backing today's debt. Therein lies an extreme level of risk in my opinion. If these companies don't earn nearly 1T per year in real operating margin for the next 3 years they stand a very high chance of defaulting on that debt. ----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

This week Jason Howell and Jeff Jarvis tackle AI agents from every angle. Nvidia released an open source safety platform just as OpenAI launched Dots, always-on agents with their own cloud computers and app integrations. Meta unveiled the Muse Charm, a palm-sized AI device. Anthropic's IPO prospectus revealed $518 billion in infrastructure commitments and extensive risk warnings. AMD announced an $8.2 billion acquisition of World Labs. Also in this episode: Trump's "super intelligence" rebrand and a "morally binding" White House AI accord, the Googlebook launch and ChromeOS end of life, Manus 2.0's new architecture, Google paying publishers for AI Overviews, Gemini fully replacing Google Assistant on Android, and Project Suncatcher's plans for AI in space. New episodes every Wednesday at aiinside.show. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 00:00 - Podcast begins 02:30 - Handshake, AI portfolios, and education 04:38 - Googlebook hands-on and ChromeOS 13:09 - XREAL Aura with Googlebook 17:42 - The AI Doc: fear and perspective 20:46 - Nvidia Open Agent Safety PlatformRelated: Nvidia Releases Software It Says Can Prevent AI Agents From Going Rogue 24:25 - Insurance and AI accountability 30:14 - Patreon thanks and AI workshop 33:15 - OpenAI Dots and Meta Muse 38:21 - Meta's push for business customers 39:16 - Why AI agents suddenly look cuddly 43:21 - Muse Charm and Jony Ive hardware 45:57 - Trump's superintelligence rebrand and AI accordRelated: Trump says he and tech leaders signed AI agreement that is ‘morally binding' 50:15 - America.gov and AI guardrails 50:56 - Anthropic's IPO prospectus and $518B commitmentsRelated: What's in Anthropic's I.P.O. Filing · Anthropic's prospectus details losses, growth, and, yes, a warning that its AI could end humanity 53:39 - OpenAI's safety and release delays 54:26 - SNL's Dario Amodei impressionRelated: The Dario SNL video 56:06 - AMD, World Labs, and Fei-Fei Li 58:25 - Manus 2.0 and CueRelated: Introducing Manus 2.0: Cue 01:00:33 - Gemini replaces Gems with Skills 01:02:09 - Google pays publishers for AI OverviewsRelated: Condé Nast, Hearst among 300 media execs to push federal ‘bad bots' bill on AI scraping 01:04:55 - Gemini replaces Google Assistant 01:05:33 - Project Suncatcher: AI in spaceRelated: Google Takes the A.I. Data Center Race to Outer Space · Can Tech Companies Really Put Data Centers in Space? 01:09:53 - Jeff's Hot Type and Haverhill event 01:11:33 - Jason's Podtuneup consulting 01:13:03 - Patreon and executive producers Hosts: Jason Howell and Jeff Jarvis Download and subscribe to AI Inside in audio and video: https://aiinside.show/ Support the podcast on Patreon for special perks: https://www.patreon.com/aiinsideshow. You'll get ad-free audio and video feeds, a members-only Discord, exclusive content, and T-shirts and stickers you'll love. Learn more about your ad choices. Visit megaphone.fm/adchoices

SiliconANGLE reported that CScale launched as a scale up interconnect startup with $188 million in funding. The company enters a market shaped by AI cluster growth, where buyers weigh Ethernet, InfiniBand, and optical options to reduce bottlenecks. Incumbents including Nvidia, Broadcom, Cisco, Arista, AMD, and Intel are investing across hardware and software stacks. Startups such as Ayar Labs and Lightmatter are pursuing photonic links to cut power per bit. Large funding rounds in this sector support long development cycles, standards compliance, and software enablement. Buyers prioritize stability, telemetry, predictable latency, and total cost of ownership as they plan multi year deployments.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

This Week In Startups is made possible by: Plaud: http://Plaud.ai/twist CLA: https://claconnect.com/tech Sentry: http://sentry.io/twist Lightfield: http://sentry.io/twist Today's show: Google once interviewed the entire Justin.tv (now Twitch) team and then walked away from an acquisition deal, saying they weren't good enough. Seven investors passed on buying 10% of Airbnb for $150,000, a stake pegged at roughly $9.25 billion today. Lon Harris and Alex Wilhelm revisit classic TWiST interviews with Justin Kan of Twitch and Brian Chesky of Airbnb to find out what those founders understood that the market didn't. PLUS, how did a box of cereal win over Paul Graham and get Airbnb into Y Combinator? Flashback Guests: Justin Kan on X: https://x.com/justinkan Twitch: https://www.twitch.tv/ Justin Kan (@justinkan) on X Brian Chesky on X: https://x.com/bchesky AirBnB: https://www.airbnb.com/ Relevant Links: TWiST E900: Justin Kan, co-founder of Justin.tv, Twitch & Atrium (Feb 5, 2019) → https://thisweekinstartups.com/episodes/L3DP8VCE12s TWiST E1735: Airbnb CEO Brian Chesky on early rejection, customer focus & AI (May 4, 2023) → https://www.youtube.com/watch?v=aZ-BjJZxNoA Halo 3: the game that flooded Mahalo with traffic → https://en.wikipedia.org/wiki/Halo_3 Weblogs, Inc.: Jason's blog network, home of Engadget → https://en.wikipedia.org/wiki/Weblogs,_Inc. Instinct: the invite-only personal AI agent from founder Noah Shinn → https://www.instinct.co/ AMD to acquire World Labs for $8.2B in stock; Li becomes AMD chief scientist (Bloomberg) → https://www.bloomberg.com/news/articles/2026-09-28/amd-to-buy-fei-fei-li-s-world-labs-ai-startup-for-8-2-billion Lovable: where Lon says he'd rebuild a bad app in two hours → https://lovable.dev/ Y Combinator → https://www.ycombinator.com/ Paul Graham on X → https://x.com/paulg Obama O's and Cap'n McCain's: the cereal that funded Airbnb → https://en.wikipedia.org/wiki/Airbnb#History Stripe: what Paul Graham suggested they build instead → https://stripe.com/ Timestamps: 0:00 Justin Kan on episode 900 (Feb 2019) 3:44 When Jason and Justin realized people watch gaming 5:52 Mahalo, Halo 3, and betting a company on 3% of its traffic 10:21 CLA: Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech at https://www.claconnect.com/withyou 11:42 The "zombie startup" years and Google's rejection 17:06 Instinct: the AI agent built for venture capitalists 19:43 Sentry: New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 28:08 Kozmo.com and the era of "make number go up" 30:06 Lightfield: Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you - it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app/ 32:57 Why AI companies have to monetize faster 34:00 Clip: Justin Kan on knowing yourself as a founder 37:24 An early rejection of "founder mode"? 38:33 Brian Chesky on episode 1735 (May 2023) 39:27 "I hope that's not the only idea you're working on" 43:27 What 10% of Airbnb for $150K is worth today 46:05 Obama O's and the Y Combinator interview 48:15 Why investors fund unkillable, attention-hacking founders 54:37 Clip: Chesky on AI, deepfakes, and authenticity 58:13 Is AI costing jobs or just making them busier? 1:05:04 Did AI create "millions of startups"? Subscribe to our newsletters on Substack: TWiST: https://twistartups.substack.com/ TWiAI: https://www.thisweekinai.ai/ TWiVC: https://thisweekinvc.substack.com/ Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

First the Abraham Accords, now the White House Accord on Super Intelligence. Different agreements with different purposes, presented through a familiar ceremony of powerful men gather around Donald Trump and announce their dark vision for a ‘better future'. Better for whom? The six industry signers were Elon Musk of xAI, Jensen Huang of Nvidia, Mark Zuckerberg of Meta, Sundar Pichai of Google, Greg Brockman of OpenAI, and Dario Amodei of Anthropic. The wider luncheon brought in Jeff Bezos of Amazon, Satya Nadella of Microsoft, Lisa Su of AMD, and Alex Karp of Palantir. This was a remarkable concentration of influence over the technologies increasingly shaping what people see, how businesses operate and how governments process information. You might say it's control, and lots of it.“And they said, Go to, let us build us a city and a tower, whose top may reach unto heaven; and let us make us a name, lest we be scattered abroad upon the face of the whole earth.” Genesis 11:4 (KJB)The published lineup also included Shyam Sankar of Palantir, Hock Tan of Broadcom, Sanjay Mehrotra of Micron, Nikesh Arora of Palo Alto Networks, Bill McDermott of ServiceNow, Tom Brown of Anthropic, David Sacks of Craft Ventures, Chamath Palihapitiya of Social Capital, and Brandon Rahbar Daniels of Exiger, along with Brad Gerstner of Altimeter. Consider the reach represented by that gathering. AI development, computer chips, cloud services, cybersecurity, government data systems and investment capital. The accord promises internal controls, external evaluation and board oversight. Its measures are voluntary, with possible future incorporation into laws or regulations. The companies building the technology are helping shape the framework under which the public will be asked to trust it. Who verifies that trust is deserved—and who can intervene when the promises fail? When they fail?THE END TIMES COUNTDOWN:Today is day 1,674 of the Russia-Ukraine WarToday is day 2,384 of 15 Days To Flatten The CurveToday is day 209 of World War Trump in IranToday is day 28,623 of The Regathering Of IsraelOn this episode of the Prophecy News Podcast, Donald Trump and the Tech Titans work to tighten their grip on our global society with the ever-encroaching digital chains of Artificial Intelligence. Plus all the latest updates on breaking news from the Middle East.

The correlation between crude oil and Treasury yields moving higher is breaking, says Kevin Green. He highlights how the former moving lower as the latter inches higher raises a new warning flag investors need to watch. So when will markets see a relief bounce in equities? KG believes it will come once Wall Street gets through his week's inflation and jobs data. President Trump's meeting with top AI leaders from Nvidia (NVDA), AMD Inc. (AMD), and Meta Platforms (META) among others led to a "White House Accord on Super Intelligence." KG tells investors not to miss Micron (MU) earnings after the close.======== 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

Kevin Green tells investors to keep an asterisk next to the core PCE print that lifted equities at the beginning of Wednesday's trading session. He makes the case that the year-over-year metric will be the most important one for investors to mind. The latest GDP read shows an uptick driven primarily by AI spending. Speaking of AI, KG discusses the "White House Accord on Super Intelligence" after various AI leaders met with President Trump at the White House. Among the leaders in attendance: Jensen Huang of Nvidia (NVDA), Lisa Su of AMD Inc. (AMD), and Mark Zucerkberg of Meta Platforms (META). ======== 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

Unser gemeinsamer Podcast mit Christian Röhl von Asset Class & Scalable Capital: https://www.youtube.com/watch?v=pEZzKuIhSSU&t=1759s Oura cancelt IPO. Anthropic leakt Börsendokumente, wächst verrückt, verbrennt verrückt. AMD kauft KI-Startup für 8 Mrd. $. Novo Nordisk lizensiert Abnehmpille. FICO verliert nach Monopol-Aus. Carnival bucht Rekorde. Summit & AstraZeneca machen Deal. Brookfield Corp (WKN: A3D3EV) hat 19% Rendite pro Jahr über 30 Jahre geliefert. Jetzt 20% gefallen. Das Management sieht den fairen Wert bei fast dem Doppelten. Zu Recht? Aritzia (WKN: A2AS0Y): 570% seit IPO, mehr wert als GAP, Levis oder Puma. 140 Läden, keine Spiegel in Umkleiden und Style-Berater statt Verkäufer. Kanadas Mode-Maschine will jetzt die USA erobern. Diesen Podcast vom 30.09.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropics Börsenprospekt ist bei Reuters gelandet, und Pip liest die Zahlen anders als die Schlagzeilen. Dazu die Frage, warum Anthropic sich mit dem Börsengang besser beeilen sollte. OpenAI zieht sein nächstes Modell zurück, und Pip hat eine eigene Erklärung, warum die Labore plötzlich bremsen, die mit Marketing wenig zu tun hat. Dario Amodei ist zum Abendessen bei Trump, ein Berufungsgericht bestätigt den Pentagon-Bann, und fast alle befragten CEOs widersprechen dem Präsidenten. Meta holt sich einen CEO für das neue Enterprise-Geschäft, und Muse schickt die Reiseportale auf Talfahrt, was Pip für eine Kaufgelegenheit hält. Außerdem: Oura an der Börse, Sheins erste Zahlen, Meta und die Musk-Doku, Meta und Lula, Nvidias Rekord-Rückkauf und AMDs Übernahme von World Labs. Zum Schluss eine Taxifahrt in München und ein Nachtzug, an dem Pip beteiligt ist. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:01:52) Website gehackt (00:04:31) Anthropics Börsenprospekt (00:09:47) Klumpenrisiko (00:11:23) Anthropics Wachstum (00:15:14) Astra 6.1 gestoppt (00:16:49) Haftung wie bei Atomkraft (00:19:49) Zehntausende Vorfälle (00:22:39) Amodei bei Trump (00:24:28) Pentagon-Bann bestätigt (00:26:01) CEOs gegen Trump (00:28:09) Meta Enterprise (00:37:22) Tankrabatt (00:40:32) Muse-Effekt (00:45:33) Oura-IPO (00:46:50) Sheins erste Zahlen (00:49:28) Musk-Doku (00:55:37) Meta sperrt Lula (00:57:31) Nvidia-Rückkauf (00:59:07) AMD kauft World Labs (01:01:25) Agenten-Stau (01:02:50) Taxi in München (01:08:37) Pips Nachtzug Shownotes Anthropics Börsenprospekt zeigt eine weitreichende KI-Vision und stark steigende Kosten - reuters.com OpenAI streicht die Veröffentlichung seines nächsten Modells wegen Sicherheitsbedenken - wsj.com OpenAI stoppt das Training seiner neuesten Modelle nach Berichten über abtrünnige Agenten - theguardian.com OpenAI und Anthropic untersuchen Zehntausende Vorfälle mit ihren Modellen - axios.com Trump lädt Dario Amodei zum Abendessen ein - axios.com Trump dinniert mit Amodei vor dem KI-Treffen im Weißen Haus - ft.com Berufungsgericht bestätigt den Pentagon-Bann gegen Anthropic - cnbc.com 93 Prozent der befragten CEOs widersprechen Trump, KI-Gefahren seien kein Schwindel - wsj.com Meta startet ein Enterprise-Geschäft für KI-Werkzeuge - ft.com Meta holt MongoDB-Chef CJ Desai für das Enterprise-Geschäft - cnbc.com Altimeter-Partner Thomas Reiner: Muse schickt Booking, Expedia und Airbnb auf Talfahrt - linkedin.com Ouras Börsengang ist rund vierfach überzeichnet - bloomberg.com Sheins Zahlen enttäuschen, die Aktie fällt - wsj.com Tesla verzehnfacht die Optimus-Produktion, die Roboterhände bremsen - cryptopolitan.com Meta schaltet doch Werbung für die Musk-Doku - techcrunch.com Meta sperrt Lulas Facebook-Seite und Wahlwerbung kurz vor der Wahl in Brasilien - reddit.com Nvidia startet den größten Aktienrückkauf der US-Geschichte - ft.com AMD übernimmt World Labs für 8,2 Mrd. Dollar - wsj.com

El programa 2946 de Radiogeek repasa las novedades tecnológicas más importantes del día: Miles de aplicaciones de iOS comenzaron a fallar debido a Google; Anthropic hoy tuvo varias fallas reportadas; ChromeOS dejará de recibir soporte oficialmente en 2034; Si aún no has actualizado a iOS 27, descarga esta actualización de seguridad lo antes posible; y por último AMD adquiere la startup de IA World Labs, aumentando la apuesta contra Nvidia. Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

El analista de robertomoro.con revisa los títulos de Amper, Caixabank, AMD, Meta, Indra, Sacyr, Mapfre y Pepsico, entre otros

Carl Quintanilla and Jim Cramer led off the show with AI on center stage: A Reuters report about Anthropic's IPO prospectus; Tech titans and President Trump set to meet at the White House on Tuesday to discuss AI; A preview of Jim's "Mad Money" interview with Meta President Dina Powell McCormick. The anchors delved into smart ring maker Oura postponing its IPO due to market uncertainty. Also in focus: Netflix gets an upgrade; Carnival surges; AMD's $8.2 billion AI acquisition; Consumer stocks' weakness; MongoDB the day after its shares tumbled on news its CEO was departing for a senior position at Meta.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.

Did AI Just Give My Continuing Education Lecture? What happens when artificial intelligence stops helping the educator and starts becoming the educator? In this episode, Dr. Chris Wolfe shares an experience from a recent COPE approved continuing education lecture that left him asking a bigger question: Who actually created the education he was receiving? The lecture was delivered by a highly trained retinal surgeon, but much of the presentation sounded heavily AI scripted and appeared to be read nearly verbatim. At the same time, portions of the course focused specifically on one manufacturer's OCT technology and terminology. That combination raised questions that go far beyond whether someone used ChatGPT to make a PowerPoint. Chris discusses the difference between using AI to improve your expertise and using AI to substitute for the intellectual work of creating education. AI can help organize ideas, research evidence, improve explanations, refine slides, and make educators better. But if AI builds the presentation, writes the script, and the expert simply reads it, what exactly is the expert contributing? The conversation then turns to the relationship between key opinion leaders, industry, and continuing education. Chris shares a real example of a vendor proactively offering KOLs ready made slides, studies, references, sample reports, and other resources for upcoming conference presentations. None of those things are inherently inappropriate, but AI makes it incredibly easy to turn vendor supplied material into a polished educational presentation with very little additional work from the lecturer. That raises a much larger question about the effectiveness of our current continuing education safeguards. COPE has developed standards intended to preserve educational independence and address commercial influence, yet financial disclosures often amount to little more than a list of company names. They may tell an audience that a relationship exists without providing much context about the nature or magnitude of that relationship. Chris explains why he believes clinicians should become familiar with the CMS Open Payments database and why receiving industry compensation should not automatically be viewed as evidence of bias. He works with industry himself. The issue is not simply whether money changed hands. The issue is transparency and giving the audience enough information to evaluate potential influences for themselves. Ultimately, this episode isn't an argument against AI, industry relationships, KOLs, or even vendor supplied educational resources. It is a challenge to educators and the organizations responsible for continuing education. AI should allow us to get more from an expert, not less. If you have spent twenty years looking at retinas, tell us what those twenty years taught you. Show us your cases. Tell us where you were wrong. Tell us where experience changed your mind. Challenge the literature. Give us the judgment and pattern recognition that cannot be reproduced simply by asking an AI model to explain the topic. Because if a vendor supplies the material, AI builds the presentation, AI writes the script, and the expert's primary contribution is reading it from the stage, another disclosure form probably isn't going to solve the problem. The question educators may increasingly need to answer is much simpler: What did the expert actually add? In This Episode Chris discusses AI generated presentations and scripts, the difference between AI assistance and AI substitution, KOL relationships with industry, vendor influence on educational content, the limitations of traditional financial disclosures, CMS Open Payments, COPE and commercial independence, and what audiences should expect from experts in the age of artificial intelligence. Resources Mentioned CMS Open Payments Search financial relationships reported between applicable manufacturers and physicians and other covered recipients: https://openpaymentsdata.cms.gov/ COPE / Association of Regulatory Boards of Optometry Information about COPE accreditation and continuing education standards: https://www.arbo.org/cope The Bigger Question AI can write the slides. AI can summarize the research. AI can create the speaker notes. AI can even make the transitions sound polished. But it hasn't treated your patients. The value of an expert isn't the ability to deliver information. It is the experience, judgment, mistakes, disagreements, cases, and perspective they bring to that information. AI should amplify that expertise, not replace it.   AMD Implementation Workshop — October 29, 2026 Want to take these concepts beyond the podcast and actually build an AMD system for your practice? Join Dr. Chris Wolfe for the AMD Implementation Workshop in Grapevine, Texas, on October 29, 2026. This all-day workshop will take a deeper dive into creating an AMD management protocol for your individual practice—from identifying the right patients and establishing KPIs to integrating testing, supplementation conversations, patient education, treatment options, and staff workflows. Learn more and register: https://www.practiceperformancepartners.com/amd-implementation-workshop/?utm_source=hs_email&utm_medium=email FREE Complete Clinical AMD Management Course for Podcast Listeners Want to dive deeper into the clinical side before the workshop? Podcast listeners can access the Complete Clinical AMD Management Course Bundle FREE through October 31, 2026. The course includes six educational modules designed to take a deeper dive into the clinical concepts discussed in this episode. Access the course: https://www.eyecodeeducation.com/bundles/the-complete-clinical-amd-management-course-bundle Podcast Listener Coupon Code: ece2026amdpromo Offer expires October 31, 2026.

OpenAI Cancels GPT-6.1 Astra Release Over Safety Concerns, Meta Expands Muse AI Agent into Enterprise Sector with Small Business Integrations, and AMD to Acquire World Labs for $8.2 Billion. Download MP3 Subscribe for free, get Headlines ad-free, or become a Patron! Send email to feedback@dailytechnewsshow.com Show Notes Anthropic Warns Investors of Catastrophic AI Risks in […]

Nvidia's stock buyback put $NVDA at the top of Monday's options activity, while a late retreat left its most active calls out of the money. On this episode of The Hot Options Report, Mark Longo follows the call selling and intraday reversals in Tesla, Meta, Apple, Micron, AMD and more. Plus, a look at recent stock sales disclosed by members of the House of Representatives. Go to TheHotOptionsReport.com for more options data.

Short-dated calls face a tougher finish as several big tech stocks retreat from their intraday highs. Mark Longo breaks down the day's busiest options, including Nvidia's leading volume, Apple's sharp selloff and Meta's rebound. We examine active calls in NVDA, TSLA, MSFT, AAPL and META, weighing trade prices, intraday moves and what buyers need heading into Wednesday's expiration. Plus, Oracle rallies as traders target an ambitious call strike, and Amazon, Intel and AMD round out the countdown. Explore options scans and analytics at TheHotOptionsReport.com.

In this episode, host David Goldman speaks with legendary graphics chip architect Raja Koduri, who explains why every gigawatt of AI infrastructure now costs $50 to $60 billion, and why China's goal of doing it for under $10 billion is the real threat to Western AI. Raja twice led graphics at AMD, directed Apple's graphics architecture and was chief architect at Intel. He argues that the real AI race isn't Nvidia vs. Google vs. Broadcom but China vs. the rest of the world, and that the new bottleneck isn't compute. It's memory.In this conversation, Raja joins TechSurge to talk about his new startup Oxmiq, which aims to turn "electrons to tokens super efficiently." He covers how 3D-stacked, hybrid-bonded memory could deliver 10x the bandwidth of today's HBM, why AI agents are changing how chips get designed, and why he thinks the next disruption to AI data centers "comes from the bottom."The conversation covers:✅ Why every gigawatt of AI infrastructure costs $50 to $60 billion, and where the $45 billion in hardware spend goes✅ The $24 trillion capital question: 400+ gigawatts of new compute needed by 2030✅ How China's under-$10 billion per gigawatt target creates a 5 to 6x cost gap✅ Why memory hierarchy, not raw compute, is now the real bottleneck in AI✅ How advanced packaging can unlock 10x bandwidth and 10x token generation, even on older 7nm nodes✅ Why OpenAI's Jalapeño chip shows that AI can speed up silicon design✅ Why the value of experienced engineers has gone up 100x in the age of AI coding agents✅ Leadership lessons from Steve Jobs at Apple and Lisa Su at AMD✅ Why Intel's decision to kill 3D XPoint memory came at "the wrong time"✅ Boom or bust: the financial engineering risk behind the AI infrastructure buildout✅ Token factories vs. token banks: why "the more boring you make it, the more it becomes fabulous"Guest Links: Raja Koduri: Founder of Oxmiq. LinkedIn: https://www.linkedin.com/in/raja-koduri-3a51611X: https://x.com/RajaXgOxmiq: https://oxmiq.ai Further Reading and ResourcesOpenAI and Broadcom announcement: https://openai.com/index/openai-broadcom-jalapeno-inference-chip/High Bandwidth Memory (HBM): The memory technology Raja's AMD team helped bring to market with HBM1 and HBM2, and the benchmark Oxmiq's 3D-stacked approach aims to beat by 10x. https://en.wikipedia.org/wiki/High_Bandwidth_Memory Intel 3D XPoint (Optane): The discontinued memory technology Raja says could have made Intel a major player in the inference era. https://en.wikipedia.org/wiki/3D_XPoint Chapters00:00 - A Gigawatt of AI Now Costs $60 Billion01:58 - Introducing Raja Koduri02:02 - What Oxmiq Builds: Electrons In, Tokens Out05:18 - The $24 Trillion AI Infrastructure Bill06:05 - China vs. the Rest of the World09:10 - Memory Is the New Bottleneck22:03 - How AI Agents Are Changing Chip Design36:30 - Lessons From Steve Jobs and Lisa Su44:54 - Advanced Packaging, Memory Prices, and Intel's Mistake55:38 - Boom or Bust: The Future of Token FactoriesAbout TechSurge:TechSurge Podcast shares the latest insights directly from legendary Silicon Valley leaders, daring new founders, and visionary technologists.

The Information's Co-Executive Editor Martin Peers talks with TITV Host Akash Pasricha about delayed tech IPOs and market uncertainty. We also talk with Sriram Viswanathan about AMD's $8.2B acquisition of World Labs, Laura Bratton about Anthropic cutting AI discounts, and we get into AI model benchmarks and safety with Vals AI Co-founder Rayan Krishnan. Lastly, the Lola CEO, Steve Hafner, discusses his AI travel booking agents.Articles discussed in today's show:https://www.theinformation.com/briefings/oura-postpones-ipo-citing-uncertainty-ipo-markethttps://www.theinformation.com/articles/anthropic-openai-fighting-enterprise-spendingSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Delayed Tech IPOs & Anthropic Market Uncertainty08:00 - AMD Buys Fei-Fei Li's World Labs for $8.2B17:08 - Anthropic Cuts AI Discounts & Usage Caps22:44 - Claude Sonnet 5.5, OpenAI Safety Snags & AI Benchmarking35:41 - Lola AI Assistant & The Future of AI Agent Travel Booking

Ce mardi 29 septembre, François Sorel a reçu Julien Villeret, directeur de l'innovation chez EDF, Stan Larroque, directeur des opérations chez Parrot et fondateur de Lynx, et Bruno Guglielminetti, journaliste et animateur de « Mon Carnet de l'actualité numérique ». Ils se sont penchés sur le lancement des assistants IA ChatGPT DOTS par OpenAI, le rachat d'une startup d'IA physique par AMD pour 8,2 milliards de dollars, ainsi que le déploiement de 26 nouveaux Starlink par Starship en orbite, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez-la en podcast.

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes analizaron tres movimientos que muestran cómo se está redefiniendo la carrera global por la IA. Iniciaron con la adquisición de World Labs, el laboratorio fundado por Fei-Fei Li, por parte de AMD, una operación de US$8,200 millones pagada en acciones con la que la compañía busca competir con Nvidia como plataforma completa de IA. Luego explicaron por qué seis empresas del grupo Samsung comprometerían US$1,000 millones a Helix Digital Infrastructure, la compañía creada por KKR para resolver el principal cuello de botella de la energía. Por último, revisaron el plan de India para movilizar hasta US$25.000 millones hacia startups de tecnología de frontera, así como el debate sobre la transparencia de su fondo público. Un episodio para entender quién se está posicionando en la cadena de valor de la IA y qué riesgos conviene tener presentes.

The acquisition will see World Labs founder Fei-Fei Li join AMD as executive vice president and chief scientist. Also, SiMa.AI, the edge computing startup, raised a $150 million Series C led by Fidelity and Amplify. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AMD compra World Labs para acercar modelos 3D y diseño de chips; Google fija el final de ChromeOS; las cuentas de Anthropic enseñan crecimiento y pérdidas gigantes; OpenAI cancela Astra 6.1 por no superar su listón de seguridad; y NASA prepara otro vuelo de Starliner sin tripulación.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

OpenAI, Anthropic, AMD y Tesla son algunos de los nombres propios de la sesión en WS, que analizamos de la mano de Julián Coca, asesor de inversiones en Alterarea.

On this episode, an encore of Justin invites back Tony Nunes, Senior Manager, Healthcare & Life Sciences at AMD to discuss the upcoming Fall conference schedule along with a sprinkle of AI wisdom. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”.

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In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über tiefenentspannte Börsen, Agenten-Fantasie bei Meta und Microsoft und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Meta, Microsoft, Akamai, Boeing, Southwest Airlines, United Airlines, Kyivstar, BASF, Evonik, Micron, Oracle, Blue Owl Capital, Santander, BNP Paribas, Morgan Stanley, Amazon, Alphabet, Softbank, London Stock Exchange Group, Moody's, Broadcom, Nvidia, AMD, ASML, TSMC, Netflix, Charles Schwab, Allstate, Progressive, Booking Holdings, Airbnb, Verizon, Planet Fitness, Goldman Sachs, Mondelez, Walmart, Shopify, Visa, Mastercard, Equifax, TransUnion, Fair Isaac (Fico), Cloudflare, iShares Core MSCI World ETF (WKN: A0RPWH), Amundi EUR Overnight Return ETF (WKN: LYX0B6). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Sichere dir jetzt dein Ticket, um Zugriff auf den Merch-Shop zu bekommen. Mit dem Code “FINANCEFRIENDS“ sparst du 50 Prozent aufs Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 - Werbung - Alle Infos zum 50-Euro-Aktions-Angebot von unserem Partner Smartbroker findet ihr hier: https://get.smartbrokerplus.de/finance26_aaa/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Meta's Muse launch turned a consumer AI agent into a CPU demand story, a new round of frontier model releases sharpened the fight over token economics, and AMD crossed the trillion-dollar mark on the same compute thesis. Patrick Moorhead and Daniel Newman break down Meta Connect, Qualcomm's agentic-device push, the AI policy debate, and whether Meta has finally cracked mainstream AI wearables. The handpicked topics for this week are: 1. Meta Connect Turns Muse Into a Cross-Device Agent Platform: Meta used its developer conference to extend Muse, its consumer AI agent, across new Ray-Ban audio glasses, a camera-equipped version, and a palm-sized Muse Charm device. Patrick Moorhead tested Muse himself, booking and updating appointments and pricing airline tickets, and called its computer-use capability the real unlock. Daniel Newman pointed to a download pace faster than ChatGPT's and roughly 700,000 daily users, and argued Meta's bigger opportunity is taking a small cut of the transactions agents complete, since only 2% to 3% of consumers pay for AI today. Newman added that Futurum had raised its 2030 forecast for AI CPU revenue from $110 billion to $250 billion days before the launch, and expects to revise it again. (The Decode) 2. Qualcomm Builds Out the Agentic-Device Stack at Snapdragon Summit: In Maui, Qualcomm moved from one flagship smartphone chip to two and introduced an audio chip that lets earbuds and glasses connect over Wi-Fi without a phone, a move Daniel Newman read as a direct shot at Apple. Newman also flagged a new seven-year patent license with Apple and the acquisition of a robotics software company built around the open-source MoveIt platform. Patrick Moorhead focused on how Qualcomm's core technologies, including HBC stacking and modular designs, scale from wearables to hyperscale data centers, arguing that volume across billions of chips could give Qualcomm a cost advantage despite a projected 1% to 2% data center share in 2029. (The Decode) 3. Opus 5.5, GPT-6 Sol and Luna, and Grok 4.7 Intensify the Model Race: Anthropic, OpenAI, and xAI all shipped new models within days of each other. Patrick Moorhead cited Signal65 research he says shows Anthropic's newest model using roughly three times the output tokens of its top rivals to reach correct answers, which he tied to Anthropic's compute constraints, and noted OpenAI cut Sol pricing by up to 50%. Daniel Newman shared that one Fortune 100 company spending $200 million a year with Anthropic plans to cut that by about 75% by shifting workloads to open-source and on-device models. Newman argued the race is far from settled, with OpenAI, Meta, Google, and xAI all showing momentum, and that the labs that locked in compute early are best positioned to stay on the frontier. (The Decode) 4. AI Alarmism Meets Policy as Jensen Huang Rejects Extinction Risk: The push to rename AI "superintelligence" and a proposal from Sen. Bernie Sanders to ban superintelligence development kept the policy debate heated, while Jensen Huang said there is zero chance of AI causing human extinction. Daniel Newman warned that viral safety headlines rarely get corrected once they spread. Patrick Moorhead argued the tech industry lost control of the message by emphasizing job loss and danger without making the case for AI's benefits or explaining what losing the race to China would actually mean. (The Decode) 5. U.S.-China Talks Produce Pageantry but No Chip Agreements: President Xi's U.S. visit brought parades and a high-profile dinner with technology leaders, but Patrick Moorhead noted no agreements on chips or chip exports. He pointed to a two-month extension announced by Treasury Secretary Scott Bessent and farm purchase commitments, with Taiwan at the top of China's agenda. Both hosts noted the most concrete shared outcome was agreement on what to call AI. (The Decode) 6. The Flip: Has Meta Cracked Mainstream AI Wearables Without Full AR?: Patrick Moorhead argued yes, pointing to audio-only Ray-Bans that look like ordinary glasses, Muse's connected tools, and a lighter camera version, after 14 years of failed attempts across the category. Daniel Newman countered that Meta cracked the agent and its distribution to 3 billion users, not the wearable, since Muse demand shows up in the phone's app store and people will still want to review purchases on a screen before committing money. Both hosts said they plan to buy the new glasses. Note: The Flip assigns Patrick Moorhead and Daniel Newman opposing sides of a debate, positions argued are not necessarily their own views. (The Flip) 7. Intel ($INTC) Rallies as Muse Fuels CPU Demand Optimism: Patrick Moorhead explained that Muse assigns each user a virtual machine running on AMD EPYC processors, a CPU-heavy design that lifted Intel, AMD, and Arm. Intel gained between 10% and 15% on the news and is up about 40% for the month, while Arm is up roughly 30%. Daniel Newman noted Intel can currently meet only about half of the demand for its CPUs, and tied much of the enthusiasm to its foundry business, which he said could become worth twice the company's current value as TSMC capacity stays constrained. (Bulls and Bears) 8. AMD ($AMD) Joins the Trillion-Dollar Club: AMD became the latest chipmaker to reach a $1 trillion valuation, with shares near $650 and within reach of a price target Daniel Newman had set for 2028. Newman said the market is treating AMD as having everything to gain and NVIDIA as having everything to lose, while Signal65 testing shows each wins depending on the workload and software stack. Patrick Moorhead, who spent 11 years at AMD, credited Lisa Su and the team but called the valuation rich, noting AMD has competed against NVIDIA's scale-up systems without its own scale-up design until Helios, which has not yet shipped for revenue. (Bulls and Bears) Watch the full episode at sixfivemedia.com and subscribe to our YouTube channel so you never miss an episode. The Decode Meta Connect and Muse https://techcrunch.com/2026/09/23/everything-new-coming-to-metas-ai-agent-muse/ Qualcomm Snapdragon Summit https://techcrunch.com/2026/09/22/qualcomm-launches-two-new-smartphone-chips-with-emphasis-on-ai/ https://www.qualcomm.com/news/releases/2026/09/snapdragon-leads-the-agentic-ai-age-with-two-of-the-world-s-fast Opus 5.5, GPT-6 Sol and Luna, Grok 4.7 https://www.reuters.com/business/anthropic-unveils-claude-opus-55-2026-09-22/ https://www.reuters.com/technology/openai-expands-gpt-6-lineup-with-cheaper-sol-luna-models-2026-09-22/ https://x.ai/news/grok-4-7 https://x.com/PatrickMoorhead/status/2103267931249664185 AI Alarmism and Policy https://thehill.com/homenews/administration/6104142-trump-renames-ai-super-intelligence/ https://www.nytimes.com/2026/09/23/opinion/ezra-klein-podcast-jensen-huang.html U.S.-China Talks https://www.reuters.com/world/asia-pacific/us-china-meet-again-ai-safety-two-months-shenzhen-bessent-says-2026-09-21/ https://x.com/danielnewmanUV/status/2103493209619898608   The Flip Has Meta Cracked Mainstream AI Wearables Without Full AR? FOR: https://about.fb.com/news/2026/09/introducing-ray-ban-meta-audio-glasses-new-styles-plus-muse/ AGAINST: https://www.bloomberg.com/news/articles/2026-09-23/meta-debuts-a-dedicated-palm-sized-muse-charm-device-to-use-ai-on-the-go   Bulls and Bears Intel ($INTC) https://finance.yahoo.com/technology/article/intel-stock-up-25-in-last-5-days-on-cpu-demand-as-ai-agents-gain-traction-151217555.html AMD ($AMD) https://www.reuters.com/business/amd-becomes-latest-chipmaker-reach-1-trillion-valuation-ai-demand-2026-09-21/  

Check out the Spawncast network: https://spawncastnetwork.com/We're on Spotify!: https://open.spotify.com/show/41qKKRu9Denw5Ag14vGxfG?si=cIW7-Ca-RHWI1I_n3ocM5w Panel:RGT85: https://www.youtube.com/@RGT85 Josie: https://www.youtube.com/@Josie_WoahRadec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

What does Meta's new AI agent mean for finance stocks? And how will the Trump administration's plan to lower diesel prices impact oil companies? Plus, what did Paramount concede to get its $81 billion Warner Bros. takeover back on track? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does Meta's new AI agent mean for finance stocks? And how will the Trump administration's plan to lower diesel prices impact oil companies? Plus, what did Paramount concede to get its $81 billion Warner Bros. takeover back on track? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

News Sources: https://lmg.gg/qLjDJ Timestamps: 0:00 Microsoft drops the Copilot+ PC name 2:06 Meta Connect glasses and Muse security flaw 3:40 Gemini makes phone calls for you 5:58 QUICK BITS INTRO 6:12 AMD radar chip turns up in China 6:51 INMO Air 3 smart glasses recalled 7:21 WiCi wireless eGPU 7:57 AI stalker drone 8:29 Kids hang out in NPR comments 9:02 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices

Viel Rechenleistung auf kleinster Fläche, aber auch ein enormer Ressourcenverbrauch. Welche Technik in KI-Rechenzentren steckt sowie über deren „Risiken und Nebenwirkungen“ sprechen wir in c't uplink. Weltweit entstehen KI-Rechenzentren, nicht nur in den USA oder China, sondern auch in Europa und Deutschland. Firmen wie OpenAI, Meta, xAI oder Microsoft stecken in den Ausbau pro Jahr bis zu einer Billion US-Dollar – ja, kein Übersetzungsfehler, mehr als 1000 Milliarden US-Dollar. Wie sich diese neuen KI-Anlagen von klassischen Rechenzentren unterscheiden, erläutert c't-Redakteur Christof Windeck in der aktuellen Folge von c't uplink. Etwa, warum ein KI-Rack heute bis zu 160 Kilowatt schluckt, während gewöhnliche Serverschränke bei 5 bis 15 Kilowatt liegen. Im Gespräch mit Moderator Keywan Tonekaboni geht es darum, wie Nvidia, AMD, Google und Amazon ihre Beschleuniger bauen, was Chiplets und High-Bandwidth-Memory leisten und warum der Datentransport mehr Energie kostet als die eigentliche Berechnung. Nicht nur die Chip-Architektur ist relevant, sondern auch die Bauweise der Gebäude. Und die unterscheidet sich stark zwischen den USA, wo es viel Fläche im Nirgendwo gibt, und Europa mit seiner hohen Bevölkerungsdichte. Und dann ist da noch das Thema Kühlung, denn wo viel Rechenpower ist, gibt es auch enorme Abwärme. Die beiden c't Redakteure diskutieren dabei auch über die Umweltfolgen von KI-Rechenzentren, warum die nicht unbedingt ihren momentan zu hohen Wasserbrauch haben müssten und ob der Planet eigentlich genügend Ressourcen hat für die Visionen von Elon Musk & Co.?

What happens in futures options when Treasury yields climb, technology stocks rally and crude oil falls? Mark Longo and Mike Tosaw of St. Charles Wealth Management dig into the activity across CME Group markets. They examine the surge in 10-year Treasury yield and a sizable roll in 10-year note puts, then turn to options activity in the S&P 500 and Nasdaq-100. In energy, they break down WTI crude's decline, the interest in crude puts and calls, and a sharp move higher in natural gas. Mike also looks at the technology rally through Meta, AMD and Micron.

Meta's rally kept rolling, and traders piled into calls ahead of Friday's expiration. On this episode of The Hot Options Report, Mark Longo breaks down the busiest options names, including META, INTC, TSLA, AAPL, AMD, MU and NVDA. He looks at the strikes drawing the most activity, where each stock finished relative to those strikes, and what Friday's session could mean for the trades. Mark also checks the Quick Bull unusual activity scan. Get more options data at TheHotOptionsReport.com.

BofA hiked its price target for AMD Inc. (AMD) after the chipmaker's stock already surged about 200% since the start of 2026. Rick Ducat highlights the stunning climb in shares and key levels to watch while offering an example options trade for AMD.

Akamai (AKAM) and Anthropic's $11.6 billion deal is something BofA expects to benefit AMD Inc. (AMD). Daine King Hall talks about the firm's price target hike from the analyst on expectations of strengthening CPU demand. On the downside, she notes HSBC's downgrade on Twilio (TWLO) and BofA's downgrade on Nike (NKE).

The stock market has become "one-dimensional," argues Tim Bohen (@stockstotrade), pointing to the AI trade single-handedly pulling the S&P 500 (SPX) and Nasdaq-100 (NDX) toward record highs. That said, he sees several trading opportunities in the tech sector. Tim believes AMD Inc. (AMD) will benefit from parabolic AI compute demand, sees StablecoinX (USDE) as an aggressive play on Bitcoin's rally, and expects Meta Platforms (META) to benefit strongly with Muse AI. Rick Ducat offers technical analysis in all three stock charts to add color to Tim Bohen's bullish outlook.

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Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWinning trades feel great. But ironically, a big winning streak can create some of the worst trading mistakes you'll ever make.Meta is ripping higher after breaking through a major order block, and that makes it easy to believe you finally figured the market out. That's exactly where trading psychology becomes dangerous. The market hasn't changed. Your perception of the market has changed.One of the biggest mistakes traders make after a big win is stopping their analysis and starting to tell the market what it should do. You make money, your confidence increases, and suddenly the stock “has to” keep going higher. When the trade eventually pulls back, you stop following the evidence and start hoping the market proves you right.The next mistake is even more subtle: winning makes bad decisions feel smart.A good trade isn't necessarily a trade that made money. A good trade is one where you followed your plan from entry through exit. You can make money on a terrible decision, and you can lose money on an excellent decision. Confusing the outcome with the quality of the decision is one of the fastest ways to develop bad trading habits.Then there's the fear of giving back profits. When a position becomes a big winner, traders often reduce their position simply because they're afraid of losing those gains. That can create the exact opposite of what you want: your biggest winners end up being your smallest positions.We also get into rolling deep in-the-money options as one way to manage that psychology. By rolling a position from a higher delta back toward your original target, you can potentially take partial profits, reduce risk, and maintain your position size rather than constantly cutting your winners.But there's another psychological trap: the Midas effect.After several winning trades, you can start believing you can't lose. That confidence can lead to larger position sizes, earlier entries, and trades that don't follow your system. A winning streak can make you too confident to follow the exact plan that produced the wins in the first place.A losing streak can create the opposite problem. You become too scared to take the next trade, even when your system says to take it. Both emotions lead to the same mistake: abandoning your trading plan.That's why consistency and discipline matter so much. Your job isn't to predict what Meta, AMD, or any other stock is going to do next. Your job is to follow a process with a positive edge, control your risk, and let the results compound over a large number of trades.✅ The biggest trading mistakes that happen after winning big✅ Why winning trades can create dangerous overconfidence✅ Trading psychology, FOMO, greed, and position sizing✅ Rolling deep ITM options to manage risk and profits✅ Why discipline matters more than any individual winning tradeIf you've ever had a great week in the market and suddenly felt like you couldn't lose, this one is worth watching. A losing streak can make you abandon your system, but a winning streak can make you believe you don't need one.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplanWhich stocks are setting up before next week's move becomes obvious?In this video, I break down the stocks on my watchlist and show you what I'm looking for before the crowd starts chasing.The goal isn't to predict which stock goes up next. It's to identify the setups where the market, sector, and stock are beginning to line up—and know what still needs to happen before a stock actually earns the trade.Stocks discussed:MU, AMD, INTC, QCOM, MRVL, STX, MPOWER, APH, PLTR, META, DDOGI'll show you the same process I use to separate stocks that simply look interesting from the ones that may actually be worth paying attention to next week.The real advantage isn't finding the stock after everyone notices it. It's knowing what to look for before it becomes obvious.

What happens in futures options when Treasury yields climb, technology stocks rally and crude oil falls? Mark Longo and Mike Tosaw of St. Charles Wealth Management dig into the activity across CME Group markets. They examine the surge in 10-year Treasury yield and a sizable roll in 10-year note puts, then turn to options activity in the S&P 500 and Nasdaq-100. In energy, they break down WTI crude's decline, the interest in crude puts and calls, and a sharp move higher in natural gas. Mike also looks at the technology rally through Meta, AMD and Micron.

It's Thursday, September 24th, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com. I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Sri Lanka sentenced 15 men for bombing churches Sri Lanka's High Court sentenced 15 men to life in prison on Tuesday for bombing churches. In this island country off the coast of India in the Indian Ocean, the men participated in the bombings of three churches on Easter Sunday in 2019. Religiously speaking, nearly 70 percent of the 22 million Sri Lankans are Buddhist, 12 percent are Hindu, 11 percent are Muslim, and 7 percent are Christian.  The terrorist group, Islamic State, inspired the attacks which killed over 250 people. The Catholic Church welcomed the convictions. However, leaders are also calling for an investigation into alleged political involvement behind the bombings. South Korea to greenlight Abortion Kill Pill for mothers LifeSiteNews reports that South Korea is set to allow deadly abortion drugs into the country. The government made the announcement last week. Mothers will be able to get Abortion Kill Pills up to nine weeks of their pregnancies by early 2027. South Korea decriminalized abortion in 2019. It delayed legislation on abortion pills due to push back from Christian groups.  United Nations trying to criminalize pro-life & pro-family positions The United Nations General Assembly meeting opened in New York City on Tuesday.  Leaders from around the world gathered to discuss issues like the U.S.-Iran war, the Russia-Ukraine war, and Artificial Intelligence.  Member nations are also considering a proposal to criminalize pro-life and pro-family positions under international law. CitizenGO organized a petition against this which has been signed by over 140,000 people. You can sign it through a link in our transcript today at TheWorldview.com.  In the midst of the foolishness at the United Nations, U.S. President Donald Trump stood tall for common sense and condemned transgenderism at the U.N. meeting.  Listen.  TRUMP: “It is equally unacceptable that, with all the genuine atrocities in the world, the U.N.'s top human rights officials spend their time criticizing the United States for protecting our children from transgender insanity.” Dept of Justice gets two hospitals to stop transgender operations In related news, the U.S. Department of Justice announced that two hospital systems have agreed to end transgender operations. New York University Langone Hospitals and University of Pittsburgh Medical Center will no longer offer transgender drugs and surgeries to children.  Attorney General Todd Blanche said, “Today's resolutions send a clear message: Hospitals that target children in these practices and then fraudulently obtain payment for the procedures will be held to account!” Over 40 hospital systems have ended transgender operations since President Trump began his second term last year. 28 percent of churchgoers say Biblical truth becomes obsolete LifeWay Research released a new survey on what churchgoers believe about the Bible. Most Protestant churchgoers in the U.S. are confident in their ability to understand the Bible and explain it to others. However, most churchgoers also believe that the truth of God's Word can mean different things to different people. And a growing number share doubt or reject Biblical truths.  Specifically, 28 percent said some Biblical truths become obsolete as culture changes, up from 24 percent in 2019. Among churchgoers under the age of 30, 54 percent believe that Biblical truths become obsolete as culture changes But Romans 12:2 says, “Do not be conformed to this world, but be transformed by the renewing of your mind, that you may prove what is that good and acceptable and perfect will of God.” Microchip maker joins trillion-dollar club Another U.S. company joined the trillion-dollar club. Advanced Micro Devices, or AMD, surpassed one trillion dollars in market capitalization on Monday. The computer chip maker has profited from the growth of Artificial Intelligence computing.  It's now the fourth chipmaker in the United States to reach a trillion dollar valuation. The others are Nvidia, Broadcom, and Micron.   Researchers discovered new species of wild cat And finally, researchers discovered a new species of wild cat for the first time in a century.  It's known as the Tilcayo tiger cat. The feline is spotted and smaller than most house cats. It's been living at a wildlife sanctuary in Bolivia, South America for years. Locals knew about it, but scientists had not identified it as a unique species until now.  Jonas Lescroart with the University of Antwerp said, “Even in groups that are very well studied, like the cat family, apparently there's still a diversity that is hidden.” Indeed, God continues to surprise us with His creation. In Psalm 50:10-11, God says, “For every beast of the forest is Mine, and the cattle on a thousand hills. I know all the birds of the mountains, and the wild beasts of the field are Mine.” Close And that's The Worldview on this Thursday, September 24th, in the year of our Lord 2026. Subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Plus, you can get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

The financial markets are navigating a wave of complex signals, from the Federal Reserve's unexpected decision to raise interest rates amidst cooling inflation to shifting geopolitical tensions in the Middle East. Despite the volatility, equity markets remain resilient, and experts project significant upside as oil prices stabilize and international negotiations advance.Simultaneously, alternative assets are seizing the spotlight. Cryptocurrencies are breaking out of their bear market ranges with strong institutional inflows, while private credit funds offer compelling alternatives to traditional real estate investing, which is currently facing a 31-year low in mortgage demand.KEY TOPICS DISCUSSEDThe unanimous FOMC decision to hike rates despite core CPI dropping to 2.4%Geopolitical cooling in the Middle East and its downward pressure on crude oil pricesMarket projections anticipating 13.7% growth for the S&P 500 over the next 12 monthsThe upcoming summit between President Trump and Xi Jinping regarding rare earths and tariffsArtificial intelligence market dominance and AMD returning to a trillion-dollar valuationBitcoin's resurgence past $86,000 and the rising influence of international futures marketsThe severe affordability crisis stalling the single-family residential real estate marketThe rapid expansion of the private credit market to $2.9 trillion as an alternative investmentThe resurgence of the collector economy and real-world asset tokenizationKEY TAKEAWAYSThe Fed's latest rate hike contradicts typical policy responses to falling inflation, highlighting a hyper-focus on absolute price stability over market sentiment.A cooling of geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, could serve as a massive tailwind for equity markets.Single-family real estate currently presents one of the most challenging investment landscapes due to peak home prices colliding with 7% mortgage rates.Private credit is rapidly absorbing capital from traditional real estate investors who are seeking steady yield without the friction of property management.Cryptocurrencies are seeing renewed institutional support and international inflows, signaling a potential long-term breakout from recent consolidation.CONNECT & TAKE ACTIONFor a free portfolio review and fee analysis, text X-RAY to 844-777-1434To learn more about passive income through the Imagos Income Fund, text INCOME to 844-777-1434Explore luxury living and investment opportunities at Skyline OC by visiting skylineocresidences.com

EYL UNIVERSITY 3 YEAR DEAL! (10 SPOTS ADDED) goto https://eyluniversity.com/On this episode of Market Mondays, we break down the biggest moves in the market, including the Nasdaq reaching a new all-time high, Meta's major rally, AMD reaching a $1 trillion market cap, and Bitcoin climbing to $86,000.We also cover the Investing Fact of the Week, the Futures Trading Tip of the Week, and four important charts every investor needs to see. Plus, we discuss the new iPhone and what it could mean for Apple's future.We close the show with our “This or That” Lightning Round, live audience Q&A, and a special appearance from Cordae, who joins us at the end to talk about investing, his portfolio, and his investment journey.Chapters:00:00 Entrepreneur Mindset Intro00:33 Disclaimer And Research00:56 Live Show Check In01:41 Market Rally Recap04:00 Holiday And Announcements08:45 Investing Facts Of Week10:59 Bull Case Against Shorts16:22 Futures Risk Reward Tip17:47 Consumer Stocks Warning Charts29:16 Tech Rally And AI Resilience33:59 EYL University Wins And Offer42:18 Meta Rally Setup44:13 Meta Muse Breakout45:16 AI Subscriptions New Revenue47:05 Meta Stock Levels49:05 Zuck Resilience Moat50:30 Dependency Lawsuits Competition53:28 AMD Trillion Milestone55:02 Helios Full Stack AI57:37 Hold Long Term Lesson01:02:47 Bitcoin At 86K01:05:07 ETF Flows Short Squeeze01:09:32 Inflation Debt Devaluation01:16:31 Guest Cordae Investing01:20:50 How Cordae Picks Stocks01:23:56 Trading Vs Holding01:26:40 Best And Worst Trades01:29:30 Buy Hold Build Wealth01:30:23 Risk Conviction Allocation01:31:37 Commons Over Options01:33:31 Trading Thresholds Mindset01:34:44 DCA Versus Lump Sum01:38:11 Elite Timing Education01:47:10 This Or That AI Picks01:52:17 Fast Casual Debate01:55:38 Storage And Energy Picks02:00:15 Music Drop And Advice02:03:46 Meetups Shoutouts Wrap#MarketMondays #EarnYourLeisure #Investing #StockMarket #Nasdaq #AMD #Meta #Bitcoin #Apple #Cordae #FinancialLiteracyAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Meta's Muse topped download charts and sent Meta stocks soaring, Shopify agreed to let Muse complete checkouts via Shop Pay, Microsoft laid off Xbox staffers as Halo moves to Activision, and Xiaomi's MiMo-V2.6 Pro became a top open-weight model. Shopify plans to allow Meta's Muse to complete purchases on behalf of users at Shopify-powered stores via its one-tap checkout service Shop Pay (The Wall Street Journal) Bloomberg reports Muse hit No. 1 free app on iOS and Google Play with 902,000 downloads in six days, sending Meta shares up 11% to their highest close since October and lifting AMD past a $1 trillion market cap (Bloomberg) Microsoft lays off 268 Xbox staffers across Halo and other studios, as part of an ongoing gaming "reset"; Activision will take over Halo and two other games (The Verge) Xiaomi debuts open-weight omnimodal models MiMo-V2.6 Pro and Flash; Pro allegedly performs "on par with Opus 5 and GPT-5.6 Sol across most agent benchmarks" (Xiaomi) VentureBeat reports MiMo-V2.6-Pro scores 46 on the Artificial Analysis Intelligence Index, topping Grok 4.6's 44 and Gemini 3.8 Flash's 41, while undercutting rivals at $0.435/$0.87 per million tokens under an MIT license (VentureBeat) Apple unveils Apple Music Hall, a 600-person live music venue built in its London headquarters at Battersea Power Station with two recording and mixing studios (Forbes) The BBC reports the 600-capacity venue opens amid pressure on London's live music scene, where 45 venues closed last year, with Apple Music VP Oliver Schusser saying it isn't trying to compete with independent venues (BBC) a16z invests $35M in Horowitz Andreessen Academy, an independent, unaccredited two-year alternative to college; Anthropic, Meta, and others will provide compute (The Wall Street Journal) Subscribe to the ad-free feed.

Wolverine has been out for a week now and we've had a chance to play through the game and wanted to come together to give our final thoughts on the game and story.Spoilers start at 27:56Gene: https://www.patreon.com/cw/LowPowerMode Radec: https://www.youtube.com/@UCzixkmkWwSUzAaNP7bL1EGw #PS5 #Wolverine #Sony

Gary Brode joins Marty Bent to break down his month in El Salvador and the new white paper making the case that Bitcoin is officially a currency. They dig into Nayib Bukele's controversial rule, why the Federal Reserve no longer controls long-term interest rates, and why government overspending — not central bank policy — is driving persistent inflation. Brode also explains his shift from OpenAI to Anthropic, his bet on Intel and AMD as AI moves from training to inference, and why uranium and energy assets round out his portfolio alongside Bitcoin, gold, and silver. Gary on X: https://x.com/Gary_Brode The Bitcoin Playbook for Commercial Real Estate Owners & Investors: https://www.tftc.io/CRE STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/tftc for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Simple Mining https://www.simplemining.io/tftc Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc! #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner