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Tech giants and chipmakers are facing off as AI-fueled memory shortages trigger sweeping price hikes on everything from Macs to game consoles. Hear why global supply chain standoffs, long-term contracts, and old-school market forces are quietly reshaping your daily technology. • Apple and Microsoft hike prices on devices amid global memory shortages • Surge in AI data centers drives RAM and storage crisis • Intel's comeback: Core Ultra chips compete with AMD in handheld gaming • Microsoft's pivot to ARM, Qualcomm-NVIDIA alliance, and x86 rivalry • AI fear and backlash; organic concern amplified by international actors • White House abruptly pulls Anthropic's Fable model, sparking industry uproar • US government U-turns on AI regulation, restricts top models to select partners • Tension over AI innovation vs. regulatory "rug pull" and global competition • Smart home chaos: Matter 1.6 standard, Samsung and Level Lock shake-up • Debate over local vs. cloud smart home control and API access fees • Ring and Flock cameras ignite privacy and surveillance state concerns • Social media bans for under-16s fail in Australia, UK, and Norway plan similar rules • BBC Radio 4 long wave broadcast ends after a century • Meta gets caught tracking employees for AI; PlayStation deletes owned movies • US regulators propose removing brake pedals from Robotaxis • Ford's automated systems flop, company rehiring engineers • Farewell to tech journalist and GigaOm founder Om Malik Host: Leo Laporte Guests: Jennifer Pattison Tuohy, Dan Patterson, and Daniel Rubino Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: Simply CX box.com/AI meter.com/twit ZipRecruiter.com/twit superhuman.com
Episode 4155 │ June 23, 2026 The elites are fighting each other for control. Gen Z is stepping out of the box. AMD just broke centralized AI. Scott has never been more optimistic. WHAT THIS EPISODE COVERS In this opening episode of Vincit — BardsFM's new short-form series airing three to five times weekly — Scott Kesterson steps back from the deep research series to establish the hope framework that undergirds everything: the elites are not a unified force but a fractured coalition of competing power brokers vying for the same position, and their greatest vulnerability is the very chaos they are engineering. Scott maps the concrete indicators of a genuine awakening — $1.4 billion in vinyl record sales, the resurgence of paper books, journals, film photography, and cassette tape led by Gen Z, and AMD's new Halo desktop AI processor launching on Linux that breaks the centralized cloud control model the oligarchs are racing to impose — as evidence that humanity is choosing sovereignty over compliance in real time. The episode closes with a military metaphor that frames the entire week ahead: you were dropped behind enemy lines with specific orders, the enemy controls your communications, but you do not need to rewire the grid — you only need to sit still, listen to the voice of God, and take the first steps He reveals. KEY QUESTIONS ADDRESSED Why is Scott more personally optimistic than he has ever been — and what specific cultural and technological indicators support that assessment against the backdrop of elite power consolidation? What does AMD's Halo desktop AI processor launching on Linux actually mean for the centralized control architecture the oligarchs are building — and why does it matter that it is targeted at the next generation? What is the military metaphor that frames this week's deep research series — and why does the path forward not require new infrastructure, only stillness and the voice of God? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Sentinel Framework — the analytical methodology built by Scott Kesterson — with AI-assisted research synthesis. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939. EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740
Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Gene: https://www.washingtonpost.com/people/gene-park/ RGT: https://www.youtube.com/@RGT85 Celia: https://x.com/CeliaBeee Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft
Bloomberg reported that Qualcomm is nearing a deal to acquire Modular, an AI software startup known for the Mojo programming language and an inference engine for cross hardware deployment. The reported move aligns with Qualcomm's push to expand on device AI on Snapdragon platforms, including PCs that meet Microsoft's Copilot Plus NPU requirements. Competitive pressure from Nvidia, Apple, Intel, and AMD is driving chipmakers to pair silicon with software to lower developer friction. Recent AI transactions such as Databricks' acquisition of MosaicML and investments in Anthropic show a broader consolidation of tools and compute. Regulators in the United States and Europe have increased scrutiny of AI deals, raising interoperability and licensing questions. Founders and IT buyers should evaluate portability, licensing, and performance baselines as potential ownership changes develop.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
eBanking Phishing Delivered Through IPv4-Mapped IPv6 Address https://isc.sans.edu/diary/eBanking%20Phishing%20Delivered%20Through%20IPv4-Mapped%20IPv6%20Address/33090 NGINX ngx_http_v3_module vulnerability CVE-2026-42530 https://my.f5.com/manage/s/article/K000161616 Squidbleed (CVE-2026-47729) https://blog.calif.io/p/squidbleed-cve-2026-47729 AMD will reinstate memory encryption on Ryzen 9000 CPUs through a BIOS update in July https://www.tomshardware.com/pc-components/cpus/amd-will-reinstate-memory-encryption-on-ryzen-9000-cpus-through-a-bios-update-in-july-tsme-is-coming-back-after-valuable-community-feedback My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich
Well well, what do we have here? Another episode of the PCPer Podcast for your enjoyment! Commodore is making phones, Steam Machine is starting to make waves, iGPUs are getting dropped, 12vHPWR is making lightning, a very special segment on pricing of olde, a critical Copilot vulnerability (suprise?), and a Bitlocker Zero Day. Steam hardware survey, brown cooling, and the infamous Podcast sound board.Relax and take it all in.Timestamps:0:00 Intro1:06 Patreon5:12 Josh fails to deliver a food segment6:31 Steam Machine benchmarked8:06 Zen 6 desktop CPUs may lose iGPU, add NPU11:16 Intel and NVIDIA collaborate on upcoming processor12:51 A trip down memory (and storage) lane18:37 AMD giveth, and AMD taketh away22:19 Noctua NL-LC1 liquid cooler reviewed at TPU26:08 Handheld with Arc G3 Extreme pricing28:22 IQUNIX Ghost in the Shell hall effect keyboards30:24 Commodore Callback34:53 Logitech folding mouse38:40 Another melting 12VHPWR connector story42:02 (In)Security Corner53:44 Gaming Quick Hits1:05:52 Picks of the Week1:16:45 Outro ★ Support this podcast on Patreon ★
We dive into the top-performing AI and Electrification ETFs. (1:30) - What Are Super Cycles And How Can You Invest In Them? (8:05) - VistaShares Artificial Intelligence Supercycle ETF: AIS (18:25) - VistaShares Electrification Supercycle ETF: POW (26:30) - Episode Roundup: MU, AMD, MRVL, POWL Podcast@Zacks.com
Mark Gibbens expects a 2.5% to 3% increase in economic data like GDP before the year's end, pointing to easing geopolitical tensions and the AI trade offering a lift for the U.S. Sticking with AI, he likes AMD Inc. (AMD) and sees it holding a strong edge in the chipmaking space even as Nvidia (NVDA) maintains leadership. He also expects Credo Technology (CRDO) to gain traction as the company gets an outperform rating from Evercore ISI. Mark then points to Goldman Sachs (GS) as a beneficiary from the booming IPO market with debuts like SpaceX (SPCX) and Cerebras (CBRS). ======== 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
InfoComm is one of the biggest shows for the AV industry. It's not just a place to see the latest innovations in display, collaboration and so much more. It's a chance to see our colleagues in the AV community and join in a celebration of our industry. But mostly, to see some really cool gadgets. We sit in Midwich's wonderful booth space to talk to those attending the show in many different sectors of AV.The video version of this podcast can be found here.First we talk to Chris Neto from Midwich alongside Justin Watts of AMD to discuss their show experience and the value of seeing this technology up close. Afterwards, we have a mini-HETMA corner with Erin Maher-Moran from Johns Hopkins University and Joe Way of UCLA to discuss what their side of InfoComm was like.Host: Tim AlbrightGuests:Chris Neto – MidwichJustin Watts – AMDErin Maher-Moran – HETMAJoe Way – UCLASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode 104: Upon our return from Computex, we chat about the current graphics card market, including AMD's bizarre release of the Radeon RX 9070 GRE.CHAPTERS00:00 - Chat About the Radeon RX 9070 GRE22:42 - The Current State of GPU Sales50:08 - 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.
Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr.
Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr. Mit dabei: Florian Müssig Moderation: Jan Schüßler Produktion: Tobias Reimer ► Mehr zu Nvidia RTX Spark und Intel Panther Lake lesen Sie bei heise+ (€): - Analyse: Wie Nvidias Einstieg bei Notebookprozessoren den Markt verändert: https://www.heise.de/hintergrund/Analyse-Wie-Nvidias-Einstieg-bei-Notebookprozessoren-den-Markt-veraendert-11321616.html - Vergleichstest: Vier Notebooks mit Core Ultra 300 alias Panther Lake: https://www.heise.de/tests/Vergleichstest-Vier-Notebooks-mit-Core-Ultra-300-alias-Panther-Lake-11168671.html
Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr. Mit dabei: Florian Müssig Moderation: Jan Schüßler Produktion: Tobias Reimer ► Mehr zu Nvidia RTX Spark und Intel Panther Lake lesen Sie bei heise+ (€): - Analyse: Wie Nvidias Einstieg bei Notebookprozessoren den Markt verändert: https://www.heise.de/hintergrund/Analyse-Wie-Nvidias-Einstieg-bei-Notebookprozessoren-den-Markt-veraendert-11321616.html - Vergleichstest: Vier Notebooks mit Core Ultra 300 alias Panther Lake: https://www.heise.de/tests/Vergleichstest-Vier-Notebooks-mit-Core-Ultra-300-alias-Panther-Lake-11168671.html
Check out the Spawncast Network: https://www.patreon.com/Spawncast Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave #Sony #PS5
This Week In Startups is made possible by:Deel - deel.com/twistLinkedIn - linkedIn.com/twistNorthwest Registered Agent - northwestregisteredagent.com/twistPlaud - https://Plaud.ai/twistToday's show:Anthropic stabbed Cursor in the back. Then SpaceX swooped in with $60 billion. Today, TWiST connects the dots on the biggest deal in AI since the Microsoft-OpenAI partnership, and why it's a warning sign for every startup building on top of a frontier model. Jason is joined by Bling Capital's Ben Ling, Banana Capital's Turner Novak, and co-host Alex to go deep on the future of coding models, the current golden age of venture liquidity, OpenAI's financials, and the ‘Four Ds' of venture investing. The show closes with a tribute to Josh Baer, the founder of Capital Factory.Guest Links:Ben Ling https://x.com/bling0?lang=enBling Capital https://www.blingcap.com/Turner Novak https://x.com/TurnerNovakBanana Capital https://www.bananacapital.vc/Show Links:Hanover Park https://www.hanoverpark.com/SpaceX buys Cursor https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.htmlCursor Composer 2.5 https://cursor.com/blog/composer-2-5OpenAI financials source https://www.wheresyoured.at/exclusive-openai-financials/AMD's new deskside data center https://www.amd.com/en/products/processors/desktops/ryzen/ryzen-ai-halo.htmlPerplexity Model Council https://www.perplexity.ai/hub/blog/introducing-model-councilTimestamps:0:00 Guest introductions1:15 Guest introductions2:43 SpaceX acquires Cursor for $60B6:13 The golden era of M&A9:13 Northwest Registered Agent: Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist12:04 Cursor's negative gross margins & the compute problem13:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!15:04 Rolling your own model: When does it make sense?19:35 LinkedIn: Thanks to our partners at LinkedIn! Post your job for free at https://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant.22:53 The "headless product" thesis28:31 Deel: Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.34:22 OpenAI financials leaked: $13B revenue, $38.5B net loss40:13 Where does AI value accumulate?45:34 Portfolio Spotlight: Hanover Park48:37 Seed stage graduation rates have fallen from 50% to 25%54:59 The four Ds of venture: Deal flow, Decisions, Doubling down, Distributions1:06:36 How to find 'undiscovered gems'1:30:59 Snap Specs AR glasses: $2,195, and a bit chunky1:39:29 Tribute to Joshua Baer, Capital Factory's founderSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck 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 McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com
On today's episode, we discuss the latest round of Tesla updates—from Glenn's Cybertruck now summoning itself in from the rain and parking neatly under his portico, to the newly unlocked “a‑hole mode” and all the juvenile branding that seems to delight Elon Musk as much as his fans. The crew then dives into SpaceX's blockbuster IPO and national‑security designation for its AI data center, talking about how that “too big to fail” status protects Musk from certain lawsuits even as 80 Texas homeowners sue over Starship launch damage. From there, they unpack the proposed Bitcoin Clarity Act, arguing over whether it represents dangerous regulation or useful “deregulation” that could let pension funds, IRAs, and treasuries safely hold crypto, and they explain why NFTs may have a second life as authenticity certificates in a world of AI‑generated fake apps and media. They also hit a string of AI stories: Anthropic allegedly logging user data against its own policies, Perplexity's sometimes‑flattering but misleading language about “keeping things in mind,” and AMD's new “AI box” hardware meant to run large models locally without constant internet access. The episode closes with a rapid‑fire look at how AI‑built interfaces could make many standalone apps obsolete, why governments are suing or shielding tech giants like OpenAI and Musk almost simultaneously, and what this all might mean for ordinary users just trying to drive their cars, protect their privacy, and not get left behind by the next software update. Don't miss it!
This week's guest on The PR Week podcast is Mike Neumeier, cofounder and CEO of Arketi Group. In a wide-ranging interview, Neumeier talks about everything from the Atlanta PR market to making AI an effective part of an agency's workflow. He also chats about the firm's aggressive expansion strategy and what it looks for in prospective deals. Plus, the biggest marketing and communications news of the week: the first round of the 2026 World Cup, the Knicks winning the NBA title, AMD's new chief communications officer and much more. PRWeek.comTheme music provided by TRIPLE SCOOP MUSICJaymes - First One Follow us: @PRWeekUSReceive the latest industry news, insights, and special reports. Start Your Free 1-Month Trial Subscription To PRWeek Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
TKIs are all the rage. But what do the data tell us about their ability to effectively treat wet AMD? Akshay Thomas, MD, outlines findings from DAVIO 2, the phase 2 study assessing the safety and efficacy of EYP-1901 (EyePoint Pharmaceuticals) for the treatment of wet AMD. And Aaron Lee, MD, MSCI, and Cecelia Lee, MD, MS, recap their Cogan Award Lecture from this year's ARVO annual meeting. Hear how they envision a future of ophthalmic research driven by AI and machine learning—and how they know we can only get there by looking back at where we've been.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über Zweifel am Debasement Trade, die große Biontech-Debatte, und die Hausse des Gebrauchtwagenhändlers Auto1. Außerdem geht es um SpaceX, Moderna, BioNTech, AMD, Arm, Broadcom, Intel, Micron, Apple, Auto1, Kroger, BMW, Volkswagen, Mercedes-Benz, Tesla, BYD, SAIC, Commerzbank, Goldman Sachs. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Next-gen investing experts Julia Ostian, Kenio Fontes, and Jack Bowman share their thoughts on today's market (0:20). Kevin Warsh's 1st meeting; market's a little too hawkish (3:00) SpaceX IPO bewilderment (6:00) AI dominance (7:20) Meta: 2 bulls, 1 contrarian (25:50) How to properly value tech stocks (38:45) Private credit picks (52:00)Show Notes:SpaceX: The Most Misunderstood IPO In Decades The Terrifying Truth Behind The SpaceX IPO The Fed Is Looking Through The May CPI Report Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Matthew "Oki" O'Connor is the CEO of Scientific Affairs at Cyclarity Therapeutics, a clinical-stage biotech building a new class of medicines designed not to slow the accumulation of vascular damage but to reverse it. Oki and Chris first crossed paths as postdocs at Lawrence Berkeley National Lab in the mid-2000s — Oki was in Irina Conboy's lab, not far from the late Judy Campisi's group, where Chris was then working on cellular senescence. After Berkeley, Oki spent nearly a decade running the research program at the SENS Research Foundation, the organization most identified with the "damage repair" framing of aging biology, before co-founding Cyclarity (then known as Underdog Pharmaceuticals) in 2019 to translate one of SENS's most drug-tractable ideas into an actual molecule.When Oki was last on the show in March of 2023 (Episode 36), Cyclarity was deep in IND-enabling work and its lead asset, UDP-003, had only ever seen the inside of a mouse artery. At the end of that conversation, Chris asked what Oki hoped to be discussing the next time he visited. He answered, bluntly, that he wanted to be presenting human data. Last month, at the AHA Vascular Discovery Sessions, Cyclarity reported the results of their first-in-human Phase 1 trial of UDP-003 — a designed cyclodextrin that selectively binds 7-ketocholesterol, the oxidized cholesterol species that drives foam cell formation and arterial plaque. He's back to discuss what the drug actually did when it went hunting for 7KC inside a living human being.In this episode, Chris and Oki cover the unmet need that lipid-lowering drugs — statins, PCSK9 inhibitors, the coming Lp(a) agents — still don't address: none of them remove the damage already sitting in an artery wall. Oki explains the basic chemistry of 7-ketocholesterol and why macrophages, lacking the machinery to recycle it, collapse into foam cells and seed the necrotic core of advanced plaque. They walk through the engineering of UDP-003 as a dimeric beta-cyclodextrin "double cone" tuned for a single oxidized cholesterol species, the design of the 72-volunteer Australian Phase 1, and the exploratory pharmacodynamic readout that has the field's attention: dose-dependent urinary excretion of 7KC, stoichiometric with drug, cleared within a day. The conversation then turns to the 150-patient Phase 2 plan in coronary artery disease patients with plaque imaging as the primary biological readout, the funding math that stands between Cyclarity and that trial, the platform's reach into NASH, vascular dementia, AMD, and aging itself, and how all of this descends from the SENS damage-repair philosophy that Oki has been carrying since LBL.The Finer Details:- Why current standard of care is not enough — statins, PCSK9 inhibitors, GLP-1s, and the soon-to-arrive Lp(a) lowering agents all act by slowing the accumulation of arterial damage, not by reversing what's already there; despite 30 years on the market, statins have never demonstrated an all-cause mortality benefit in a clinical trial, and even the best statin imaging data shows only 1–2% plaque volume regression at very high doses in a subset of patients- The scale of the problem — atherosclerosis is estimated to contribute to roughly 40% of all human deaths once heart attack, stroke, and a surprisingly large COPD contribution are risk-adjusted in, on top of an enormous morbidity tail that includes angina, peripheral artery disease (up to and including amputation), and a growing case for vascular dementia as an undercounted driver of cognitive decline- The biology of 7-ketocholesterol — when an oxygen free radical reacts with cholesterol, it preferentially attacks the 7 position, and a second oxidation step locks the molecule into 7KC, a stable toxic species cells were essentially never equipped to recycle; it builds up in long-lived cells like macrophages, eventually shutting down their ability to traffic lipids back to the liver via HDL and converting them into foam cells that seed soft plaque and, over years, the necrotic core of advanced lesions- The molecular design of UDP-003 — cyclodextrins are naturally occurring carbohydrate rings; the beta size fits half a cholesterol molecule, and Cyclarity's in silico work showed that two beta-cyclodextrins facing wide-side to wide-side form a "double cone" that can fully encapsulate a single cholesterol; engineered correctly, that wrapper can be made selective for 7KC over native membrane cholesterol, which is what gives the drug its therapeutic window- The Phase 1 trial design and result — a traditional 72-volunteer safety study in Australia, split between single ascending dose and multiple ascending dose arms, escalating up to six doses at what Cyclarity believes will be the efficacious level; no serious adverse events, no bioaccumulation, drug excreted essentially completely in the urine (as predicted preclinically), and — the headline exploratory endpoint — dose-dependent urinary 7-ketocholesterol appearing on the same timescale as the drug, consistent with one molecule of UDP-003 binding one molecule of 7KC and leaving the body together- What the urinary 7KC readout can and cannot tell you — the easiest 7KC to mobilize is the free pool in circulation, but there is not nearly enough of it floating in the bloodstream to account for what came out in urine, which means the drug is reaching deeper compartments; how much is coming from vessel wall plaque versus liver versus other peripheral tissues will require the imaging endpoints of Phase 2 to answer- The Phase 2 plan — 150 coronary artery disease patients (the coronary being, as Oki puts it, the artery most likely to kill you), with baseline plaque imaging, a year of dosing, and a repeat scan; safety and PK continue, inflammatory biomarkers come on, and plaque volume change is the prize — for context, a 1% change in plaque volume is associated with roughly a 20% change in next-year risk of heart attack or stroke- The funding math and the platform — Cyclarity has raised $33M to date and needs roughly $45M more to run the Phase 2, with Phase 3 cardiovascular outcomes trials running into the hundreds of millions and likely requiring a pharma partner; beyond atherosclerosis, 7KC is elevated in NASH livers, in Alzheimer's brains, and in the retinal cells that die in age-related macular degeneration, and the underlying chemistry — designed binders that drag a specific toxic molecule out of the body — is meant to generalize into a pipeline against other accumulated damage species, the direct intellectual descendant of the SENS damage-repair programQuotes:"Atherosclerosis, or the plaque that builds up in your blood vessels in your arteries, is estimated to cause approximately 40% of all human death.""When [the macrophage] eats up too much oxidized cholesterol, it just accumulates it… And that's when you get this transition to these kind of monster blob cells called foam cells.""One molecule of our drug is supposed to bind one molecule of 7-ketocholesterol and then go away and never be seen again. You excrete both of them together.""A 1% change in plaque volume is associated with a 20% risk in the next year of your probability of having a heart attack or a stroke.""You pick one target at a time, you do it well, and you take it all the way to the clinic and hopefully prove that you can actually cure patients, help them get better, help their plaque shrink away, and prove that this approach can work."Links:Cyclarity Therapeutics: https://cyclarity.com
On this episode of Women Crush Wednesday, hosted by Ghost-D on the Pain Pill Podcast, we spotlight one of the most influential women in technology today: Lisa Su.From humble beginnings as an immigrant child to becoming the CEO of AMD and one of the most powerful business leaders in the world, Lisa Su's journey is a masterclass in intelligence, perseverance, and leadership.We'll explore:How Lisa Su fell in love with engineering at a young ageHer journey through MIT and the world of semiconductorsThe challenges she faced as a woman in a male-dominated industryHow she rescued AMD from the brink of collapseHer role in the AI revolution and the future of technologyThe leadership principles that helped her reach the topWhy her story continues to inspire women and innovators around the worldThis episode is about vision, resilience, and proving that greatness isn't determined by where you start—it's determined by how far you're willing to go.Pain Pill PodcastHosted by Ghost-D
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Evil MSI Background: BASE64 Statistical Analysis https://isc.sans.edu/diary/Evil%20MSI%20Background%3A%20BASE64%20Statistical%20Analysis/33072 Cisco Catalyst SD-WAN Manager Arbitrary File Write Vulnerability https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-sdwan-arbfw-c2rZvQ TSME/SME not activating on Ryzen 7 9700X https://github.com/AMDESE/AMDSEV/issues/292 Deep-Research Agents Can Be Poisoned via User-Generated Content https://arxiv.org/pdf/2605.24245 My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich
How do you rebuild a company's entire capability infrastructure — and fund the transformation through the savings it generates? Zaka Farhat is Global SVP for Talent, Learning, Organisation and Capability Development at GSK, where she leads the company's enterprise-wide skills, learning and capability agenda. In this episode, Zaka shares the full story of how GSK rebuilt its capability infrastructure in 18 months - retiring more than 20 legacy systems, building a single skills and learning ecosystem, and funding the transformation through the savings it generated. Join them as David and Zaka discuss:Why GSK's skills transformation began with a commercial question about capability and cost The five conditions for organisational readiness that had to be in place before any platform launched How GSK approached skills taxonomy, job architecture and inference, and what they had to redo along the way What personalised learning looks like at scale, and how skills data is now shaping workforce planning decisions What GSK chose to stop, and why decommissioning is the step most transformations skip How Zaka's team is measuring impact across three KPI layers This episode is sponsored by TechWolf. The world of work is being rewritten faster than HR systems can keep up. Skills age in months. Roles get redesigned quarter by quarter. CHROs have quietly become AI transformation leads, and the data they need to lead it doesn't exist in any HR system. That's why the world's most forward-looking enterprises such as HSBC, AMD, T-Mobile, GSK, ServiceNow, Pfizer, have built on TechWolf. As the data layer for the AI era of work, TechWolf gives enterprises the skills, they need to move faster and lead with confidence. Skills Intelligence, Work Intelligence, and Market Intelligence, in one layer. Visit techwolf.ai. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we discuss the promising results of intravitreal gene therapy for neovascular AMD with 4D-150 with Dr. Arshad Khanani of Sierra Eye Associates and Clinical Professor of Ophthalmology at the University of Nevada Medical School, Reno.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über das SpaceX-Wunder, Nvidias billigen Finanztrick und die überkaufteste Aktie der US-Börsengeschichte. Außerdem geht es um Western Digital, Morgan Stanley, SanDisk, Fox, Roku, Salesforce, Rheinmetall, Hensoldt, Leonardo, Deutsche Telekom, RWE, E.on, AT&S, AMD, Commerzbank, UniCredit, ExxonMobil, Chevron, Shell, BP, Cheniere, Redcare Pharmacy, Jefferies, DocMorris, Amazon. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
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The back episodes finally make it online, this is number 3 in a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is very fine, up to our usual standards. Computex hits (and misses), the 5800X3D comeback, our RX 9070 GRE review, the ZimaCube 2 Pro and even a VS Code zero day and ZeroSpace gaming! Enjoy!Timestamps:0:00 Intro1:09 Patreon1:38 Food with Josh (or not)3:38 Computex highlights begin - AMD was busy6:47 Ryzen 7 5800X3D returns8:57 Reviewing the RX 9070 GRE (and extended pricing discussion)22:57 NVIDIA at Computex34:00 Intel wants to build back their reputation36:36 Noctua at Computex40:11 Corsair's announcements include a pretty sweet looking case46:32 RIP 24-pin ATX connector as everything shrinks49:52 Qualcomm has potentially gone insane with the 6G stuff58:43 MSI has world's first triple mode QD-OLED gaming monitor1:01:02 A very fast NAS (just don't try to buy big HDDs right now)1:06:43 (In)Security Corner1:13:55 Gaming Quick Hit1:19:52 Picks of the Week1:32:55 Outro ★ Support this podcast on Patreon ★
The back episodes finally make it online, this is number 4 in a series of episodes - wait - this IS the current episode!Brett is back, so the episodes are getting posted almost on time! Windows is starting to support ARM more, RAM pricing hysterics, Windows 11 CPU boost, Intel improves with iBOT, Microsoft 365 brings the CoPilot, and bots surpass humans on the network. On with the show, enjoy!0:00 Intro1:15 Patreon2:09 Food Stories with Josh (just words, no photos)3:54 3DMark adds native Arm Windows support6:55 Josh talks about the latest Arm developments9:43 Memory prices may double this year (and related discussion)16:45 Windows 11 performance boost?19:05 Intel expands iBOT with 7 more games23:31 AMD reaches almost 45 percent CPU share on Steam25:23 Office 365 Copilot auto-install returns33:59 Bots take over the Internet36:59 Apple iOS 27 has an "agentic" solution for compromised passwords39:42 (in)Security Corner54:15 Gaming Quick Hits1:01:32 Picks of the Week1:10:02 Outro ★ Support this podcast on Patreon ★
On this episode of Data Driven, hosts Frank La Vigne and Candace Gillhoolley are joined by hardware and open source expert Michael Makowski to discuss the shifting landscape of developer workstations and AI hardware. As Windows usage declines among developers and AI engineers, Linux is experiencing a surge in desktop adoption. Michael takes us inside the latest efforts to make Linux not just accessible, but enterprise-grade—sharing how his team is driving advancements in stability, reliability, and user experience for validated Linux hardware.We talk about the dramatic improvements in Linux desktop support, the importance of privacy and avoiding surveillance-driven proprietary systems, and the game-changing features coming to market—like automated system rollback and curated app installs. Plus, we explore the current state of gaming on Linux, the technical edge unified memory brings to AI development, and why companies are increasingly opting for supported, Linux-based workstations. Whether you're Linux-curious, rethinking your hardware choices, or just passionate about the future of developer tools and data engineering, this conversation will equip you for what's next.LinksMike's Company Website - https://kfocus.org/Mike's LinkedIn Profile - https://www.linkedin.com/in/michael-mikowski-7601393/Watch this show on YouTube - https://youtu.be/E03EObEa2lQTime Stamps00:00 Website security concerns and solutions05:03 Supporting KDE for long-term stability09:45 Desktop environment compatibility issues10:46 Conflicts in desktop environments15:07 AMD vs Intel & Nvidia Performance18:58 Showing the production site23:49 Steam's Linux runtime environment25:43 Running Windows games on Linux29:47 Concerns about software privacy issues33:31 Migrating from Windows challenges37:48 Setting up machine learning hardware41:31 Resolving system issues efficiently42:59 Setting up a VPN correctly47:40 Running VMs on alternative OS52:49 Upcoming OS Upgrade Details56:19 Rigorous testing and development process57:25 Tuning BTRFS for performance
The market is throwing a massive party following a surprise Middle East deal and Elon Musk's highly anticipated SpaceX IPO. The major indices are ripping higher, and the VIX is crashing hard—briefly touching a 15 handle. But is this explosive rally a "done deal," or are the markets setting up for a sharp reversal? In this episode, Mark Longo, "Uncle" Mike Tosaw, and Andrew "the Rock Lobster" Giovinazzi kick things off with a bizarre 1980s history trivia challenge before diving headfirst into the madness across the equities and options landscape. On the Block: The Trading Block: Breaking down a wild 2% surge in the S&P and a massive 3% rip in the Nasdaq. Plus, a look at crashing crude, collapsing volatility (VIX & VVIX), and Mama Lobster's exclusive allocation of SpaceX shares. The Odd Block: Bizarre, questionable, and "no-bid" options activity in Fiserv Inc. (FISV) after their CEO abruptly jumps ship, and massive call buyers loading the boat on a seemingly impossible weekly strike for Morgan Stanley (MS). The Strategy Block: Uncle Mike breaks down a comprehensive case study using a 1-by-2 ratio spread as a powerful stock repair and risk-management strategy for skyrocketing AI plays like AMD. Around the Block: What to watch during a truncated holiday week, upcoming FOMC minutes, and what the future holds for the new Fed Chair.
David Schassler outlines how geopolitical tensions and supply chain risks are fueling a massive global infrastructure build tied to AI, driving demand for key materials like copper and rare earths alongside semiconductor names beyond Nvidia (NVDA), including Micron (MU) and AMD Inc. (AMD). He also points to the scale of investment required and potential currency debasement, highlighting gold and Bitcoin as beneficiaries of this long-term AI-driven buildout.======== 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
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. 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 Anzeige: 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/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The market is throwing a massive party following a surprise Middle East deal and Elon Musk's highly anticipated SpaceX IPO. The major indices are ripping higher, and the VIX is crashing hard—briefly touching a 15 handle. But is this explosive rally a "done deal," or are the markets setting up for a sharp reversal? In this episode, Mark Longo, "Uncle" Mike Tosaw, and Andrew "the Rock Lobster" Giovinazzi kick things off with a bizarre 1980s history trivia challenge before diving headfirst into the madness across the equities and options landscape. On the Block: The Trading Block: Breaking down a wild 2% surge in the S&P and a massive 3% rip in the Nasdaq. Plus, a look at crashing crude, collapsing volatility (VIX & VVIX), and Mama Lobster's exclusive allocation of SpaceX shares. The Odd Block: Bizarre, questionable, and "no-bid" options activity in Fiserv Inc. (FISV) after their CEO abruptly jumps ship, and massive call buyers loading the boat on a seemingly impossible weekly strike for Morgan Stanley (MS). The Strategy Block: Uncle Mike breaks down a comprehensive case study using a 1-by-2 ratio spread as a powerful stock repair and risk-management strategy for skyrocketing AI plays like AMD. Around the Block: What to watch during a truncated holiday week, upcoming FOMC minutes, and what the future holds for the new Fed Chair.
In this episode Derek Champagne talks with NY Times best selling author Liane Davey. Liane has spent more than 25 years researching and advising teams on how to perform at their best. Known as the “teamwork doctor,” she works with teams from the frontlines to the boardroom, across industries and around the world, from Boston to Bangkok. Through her work with hundreds of teams, including 26 Global Fortune 500 companies (and counting), she has developed a practical, research-backed approach to solving the challenges that prevent teams from working effectively together.Liane is a New York Times bestselling author of You First: Inspire Your Team to Grow Up, Get Along, and Get Stuff Done and The Good Fight: Use Productive Conflict to Get Your Team and Organization Back on Track. She is a regular contributor to Harvard Business Review and a sought-after expert for media outlets including CNN, NPR, USA Today, The Globe & Mail, and Forbes. Her work focuses on increasing productivity, strengtheningengagement, developing leaders, and helping teams navigate conflict in healthier, more effective ways.Liane's clients have included Amazon, Walmart, TD Bank, RBC, AMD, MD Anderson, Google, Bayer, KPMG, Aviva, UNICEF, and SONY Interactive Entertainment. While she works across a wide range of industries, she customizes every conversation to reflect the realities of each audience.In Thoughtload, Liane tackles today's most pressing management challenges: over-burdened systems, burned-out teams, and plateauing results. However, contrary to conventional wisdom, Davey argues that the problem is not with out-sized workloads. The root cause of the madness sapping productivity in today's offices is our excessive thoughtload.Thoughtload is the cumulative and often overwhelming burden of increasing cognitive and emotional demands, worsened by decreasing physical and mental energy. In this brilliant, highly prescriptive guide, Davey lays out the steps for reducing thoughtload, so that managers and their teams feel more focused―and get more done.For free resources and to order a copy of Thoughtload visit: Thoughtload.comBusiness Leadership Series Intro and Outro music provided by Just Off Turner: https://music.apple.com/za/album/the-long-walk-back/268386576
On this episode, host Justin Barnes shares a conversation with Tony Nunes, Sr. Manager, Healthcare & Life Sciences, AMD from a recent AI in Action virtual summit. Their discussion focused on, From Data to Decisions: Making AI Analytics Actually Actionable. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen
This episode of RBC Pathfinders in Biopharma explores how next-generation retinal gene therapies could transform treatment for patients with wet AMD and diabetic macular edema. CCBO of 4D Molecular Therapeutics, Chris Simms, discusses the promise of reducing the burden of frequent injections through long-lasting therapies designed to preserve vision for years. The conversation also examines the firm's commercial opportunity, global roll-out ambitions, and why sustained retinal care could reshape the future of retina.
We wrap up information on the big SpaceX IPO and review some top semiconductor stocks that may still be undervalued even after the recent big run up in semiconductor stock prices.
SpaceX IPO excitement dominated the headlines, but traders found plenty of action across the options market as another volatile week came to a close. On this episode, Mark Longo breaks down the names that lit up the tape, including Tesla riding the SpaceX buzz, Nvidia's relentless options activity, Apple's continued weakness, Intel's surprising surge, and another wild session in Micron. Plus, we dive into today's Retail Giant Scan from QuikOptions to see where smaller traders were making their biggest bets. Along the way, we examine: SpaceX IPO excitement and what it could mean for options trading next week Tesla's rally and the Musk halo effect Nvidia remains an options volume powerhouse Apple's latest selloff Intel's unusual deep in-the-money call activity Micron's breathtaking intraday swings AMD, Robinhood, Microsoft and Amazon's busiest contracts Retail-focused options flow and unusual activity scans from QuikOptions
Professor of ophthalmology Daniel Palanker is a physicist who has combined his skills in optics and electronics to create PRIMA – the Photovoltaic Retinal Implant. Inserted beneath the retina, it restores vision to patients blinded by retinal degeneration, allowing them to read and write – and with the next-generation software, to recognize faces. PRIMA's photovoltaic pixels act like tiny solar panels, converting light into electricity to stimulate the remaining retinal neurons. Better yet, the growing field of brain-computer interfaces may have implications beyond ophthalmology. “Unlike medicine, where the road ends with curing a disease or restoring lost function, the prospects for brain-machine interfaces may be infinite,” Palanker tells host Russ Altman on this episode of Stanford Engineering's The Future of Everything podcast. Have a question for Russ? Send it our way in writing or via voice memo, and it might be featured on an upcoming episode. Please introduce yourself, let us know where you're listening from, and share your question. You can send questions to thefutureofeverything@stanford.edu. Episode Reference Links: Stanford Profile: Daniel Palanker Connect With Us: Episode Transcripts >>> The Future of Everything Website Connect with Russ >>> Threads / Bluesky / Mastodon Connect with School of Engineering >>> Twitter/X / Instagram / LinkedIn / Facebook Chapters: (00:00:00) Introduction Russ Altman introduces guest Daniel Palanker, a professor of ophthalmology and electrical engineering at Stanford University. (00:03:17) Path into Ophthalmology How Palanker's background in physics and optics led him to vision research. (00:04:33) How Vision Works A primer on the eye, retina, photoreceptors, and the neural code of sight. (00:08:50) Retinal Degeneration How diseases like macular degeneration and inherited retinal disorders damage vision. (00:13:18) The PRIMA Implant How a photovoltaic retinal implant converts light into electrical stimulation. (00:15:05) Augmented Reality Glasses How camera-equipped glasses amplify and project images to power the implant. (00:17:42) From Reading to Face Recognition Why grayscale vision is the next step toward recognizing faces. (00:20:18) Implanting the Device How the wireless chip is placed under the retina and powered by light. (00:21:45) Replaceable Vision Technology How future generations of implants could be swapped in for higher resolution. (00:22:28) Limits of Resolution Why geometry and proximity to neurons determine how small pixels can get. (00:24:00) Moving to 3D Electrodes How pillar-shaped electrodes help neurons move closer to the implant. (00:26:28) Clinical Path Forward The status of European trials, FDA discussions, and future patient access. (00:28:10) Safety and Real-World Use What trials reveal about surgical risks, durability, and patients using implants at home. (00:30:11) Future In a Minute Rapid-fire Q&A: neural coding, brain-machine interfaces, and restoring vision. Connect With Us:Episode Transcripts >>> The Future of Everything WebsiteConnect with Russ >>> Threads / Bluesky / MastodonConnect with School of Engineering >>>Twitter/X / Instagram / LinkedIn / Facebook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Anthropic has warned about the next phase of 'recursive AI', where agents could become capable enough to build and train models themselves without human intervention. The idea is that “self-improving” armies of agents could create purely AI-run, zero-person companies that optimise while you're sleeping. If that's the story in Silicon Valley, in the UK Katie is at London Tech Week, where everyone from Prime Minister Keir Starmer to AMD's Lisa Su is focused on tech sovereignty and the question of who owns, controls and shapes AI, not just how fast the technology is advancing. Plus, Cisco's Jeetu Patel joins Danny and Katie to discuss the potentially catastrophic consequences of the agentic era for cybersecurity, and share his insights on the trillion-dollar IPOs potentially coming from OpenAI, SpaceX and Anthropic.Is Britain losing the AI race? Get in touch: techpod@thetimes.co.ukProducer: Marnie DukeExecutive Producer: Priyanka DeladiaImage: Getty Hosted on Acast. See acast.com/privacy for more information.
Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD). ======== 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
Ryan Lee, Senior VP at Direxion, discusses the ongoing AI-driven surge in semiconductor stocks and highlights tools like the SOXL ETF and a Micron (MU)-focused product. He notes the AI cycle is still in its early stages, supporting continued growth across the space. Lee points to broad exposure in SOXL, including AMD Inc. (AMD), Nvidia (NVDA), Marvell (MRVL), Intel (INTC), ASML Holding (ASML), and TSMC (TSM).======== 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
How do the world's most forward-thinking organisations use skills intelligence, market intelligence and work intelligence together to stay ahead? In this episode of the Digital HR Leaders podcast, host David Green is joined by Mik Wornoo, co-founder and President of US at TechWolf, to explore how organisations are using three signals together to build a strategic workforce planning strategy that can keep pace with AI, and what that looks like in practice. In this conversation, David and Mik discuss: What skills intelligence, work intelligence and market intelligence each bring to strategic workforce planning, and why all three matter What work intelligence actually means in practice, and how decomposing work into tasks is changing how organisations understand the impact of AI on their workforce How AI is actively reshaping roles right now, and what that means for strategic workforce planning, job architecture and redeployment Real-world case studies from organisations using all three signals to make smarter workforce decisions and align their people strategy with their AI strategy What it actually looks like to get started, and why the barrier to entry is lower than most HR leaders think This episode is sponsored by TechWolf. The world of work is being rewritten faster than HR systems can keep up. Skills age in months. Roles get redesigned quarter by quarter. CHROs have quietly become AI transformation leads, and the data they need to lead it doesn't exist in any HR system. That's why the world's most forward-looking enterprises such as HSBC, AMD, T-Mobile, GSK, ServiceNow, Pfizer, have built on TechWolf. As the data layer for the AI era of work, TechWolf gives enterprises the skills, they need to move faster and lead with confidence. Skills Intelligence, Work Intelligence, and Market Intelligence, in one layer. Visit techwolf.ai. Resources: TechWolf podcast Hosted on Acast. See acast.com/privacy for more information.
Andrew, Ben, and Tom discuss China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Taiwan's tightening AI chip export controls, Korea's 8% rebound after yesterday's circuit breaker, OpenAI's S-1 filing as it races Anthropic to be the first AI lab to go public, the finalized $36 billion Apollo-Blackstone-Google-Anthropic-Broadcom TPU financing deal, and Apple's underwhelming WWDC keynote with a slow Siri AI rollout limited outside the US.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
What happens when you strip away decades of engineering abstractions and let AI navigate the wild west between your initial intent and the final outcome? This week on Dev Interrupted, Anush Elangovan, VP of AI Software at AMD, returns to unpack the rapid shift toward an agentic software development lifecycle. Anush introduces the concept of "Agentic IO," a workflow where engineers focus strictly on high-level goals while AI handles the complex implementation. The conversation also highlights the expanding productivity wingspan of modern developers, the power of local open source models, and why speed remains the ultimate competitive moat. Learn why: LinearB is a Leader in the 2026 Gartner® Magic Quadrant™ for Developer Productivity Insight PlatformsFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's guest:AMD ROCm: Learn more about AMD's open-source software stack for AI at rocm.docs.amd.com and on GitHub.AMD Advancing AI 2026: Register for AMD's flagship global AI event taking place July 22-23 in San Francisco at amd.com/advancing-ai.Follow Anush on LinkedIn: Anush Elangovan | AMD blogOFFERSStart Free Trial: Get started with LinearB's AI productivity platform for free.Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era.LEARN ABOUT LINEARBAI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production.AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance.AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil.MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.
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Everyone's saying crypto has been left behind by the stock market. David digs into the numbers — VVV outperformed SanDisk YTD, Hyperliquid beat NVIDIA and AMD, Stellar beat NVIDIA. The market is selecting winners. Plus: $4B of Bitcoin ETF outflows in 13 days (it's not as bad as it looks), and Microsoft's new "quantum-breaking" chip. TIMESTAMPS: (00:00) Intro (01:05) Crypto Left Behind? (10:24) Bitcoin ETF Flows (14:35) Microsoft Quantum Chip FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW › The Breakdown Newsletter — https://blockworks.com/newsletter/the-breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Nvidia is betting that AI is going to change the way you use your computer — and with a new chip, the RTX Spark, it's hoping to ensure it powers that new-fangled AI machine. During a big week for the PC industry, with the Computex trade show and Microsoft's Build developer conference happening simultaneously, The Verge's Sean Hollister explains what's inside the Spark, why Nvidia is taking on Apple, Intel, AMD, and the rest of the chip industry, and whether the world's most valuable company has a shot at reinventing the personal computer. Without costing a fortune. Nvidia announces RTX Spark as ‘the most efficient PC chip ever built' This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark These are the first Nvidia RTX Spark laptops AMD's new pitch: our old tech is so good you should just keep using it We're also on video! Check us out on YouTube. Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway's homebuilder acquisition before closing with a question regarding passive investing trends. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Nvidia's new Vera CPU -The potential fallout in the CPU markout -Berkshire Hathaway's latest acquisition -Passive investing's impact on the stock market Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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