Podcasts about amd

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.

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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

What does it take to turn a 300-year-old bank into the UK's biggest fintech? Sharon Doherty is Chief People and Places Officer at Lloyds Banking Group, and over the last four years she's been leading one of the most ambitious organisational transformations in British financial services - 300-year-old institution reinventing itself as the UK's biggest fintech.In this episode, David and Sharon get into what transformation at that scale actually looks like from the inside - the governance, the culture work, the AI strategy, and the tough calls that only leadership can make. How Sharon thinks about her role as CPPO through three lenses: storyteller, tough lover, and disruptorThe AI governance structure at Lloyds, including the control tower she runs with the CTO and the ethics committee underpinning every decisionThe cross-functional super agent Lloyds is building with MicrosoftWhy HR leaders should be fighting to get Places on their remit, and how ownership of the physical environment transforms what the function can deliverHow Lloyds is approaching the shift from AI literacy to AI fluency across 80,000 peopleWhat Sharon thinks the world of work looks like in 2033, and the role HR must play in getting there 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.

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

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   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.

Ben and Tom discuss Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison Homes at a 24% premium as Greg Abel's first big move as CEO and its integration with Clayton Homes for the Sunbelt first-time buyer market, and Nvidia's entry into the Windows PC market with the RTX Spark Superchip in Dell and Lenovo laptops, sending INTC, QCOM, and AMD shares lower.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

Tim Berglund talks to Gunnar Morling (Confluent) about his career in open source Java and data infrastructure. Gunnar's first job: a student PHP developer in AMD's e-learning group. His challenge: building Hardwood, a fast, multi-threaded Parquet engine for Java with minimal dependencies.► The One Billion Row Challenge blog post: https://www.morling.dev/blog/one-billion-row-challenge/SEASON 2 Hosted by Tim Berglund, Adi Polak and Viktor Gamov Produced and Edited by Noelle Gallagher, Peter Furia and Nurie Mohamed Music by Coastal Kites Artwork by Phil Vo  

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Nvidia se ha convertido en la gran protagonista del panorama empresarial tras su participación en la feria Computex celebrada en Taipéi, donde presentó una serie de innovaciones tecnológicas destinadas a marcar el futuro del sector. La elección de Taiwán como escenario principal no ha sido casual. Su director ejecutivo, Jensen Huang, ya adelantó días atrás un ambicioso plan de inversión que podría alcanzar los 150.000 millones de dólares anuales en la isla. Durante la presentación inaugural se proyectó un vídeo en el que se mostraban varias instalaciones de la compañía en territorio taiwanés, además de poner en valor las alianzas estratégicas que mantiene con empresas locales de referencia como Foxconn y TSMC. Entre los anuncios más destacados figura el nuevo chip RTX Spark, destinado al mercado de ordenadores personales y fabricado por TSMC. Con este lanzamiento, Nvidia aspira a reforzar su posición frente a competidores de primer nivel como Intel, AMD, Qualcomm y Apple. El procesador, conocido como N1X, incorporará una GPU basada en la arquitectura Blackwell. Uno de sus principales atractivos será la integración avanzada de inteligencia artificial, permitiendo ejecutar modelos lingüísticos de hasta 120.000 millones de parámetros y manejar contextos de hasta un millón de tokens. En este proyecto, la colaboración con Microsoft desempeñará un papel fundamental mediante la adaptación de Windows 11 para aprovechar plenamente las capacidades de estos nuevos chips. Huang también dedicó parte de su intervención a presentar Vera Rubin, la nueva plataforma de inteligencia artificial de Nvidia. El directivo la definió como una auténtica supercomputadora diseñada específicamente para agentes de IA y destacó que representa un importante avance en la evolución de la informática moderna. Según explicó, empresas como OpenAI, Anthropic y SpaceX ya figuran entre los primeros usuarios de esta tecnología. Además, defendió que la expansión de los agentes inteligentes incrementará significativamente la demanda de capacidad computacional y contribuirá al crecimiento económico sin provocar una destrucción masiva de empleo. Otro de los anuncios relevantes de Computex fue la colaboración entre Nvidia y la compañía china Unitree, especializada en robots humanoides. Gracias a este acuerdo, investigadores de la Universidad de Stanford y de la Universidad de California en San Diego podrán utilizar estas plataformas robóticas en distintos proyectos de investigación. Sin embargo, la relación de Unitree con las autoridades chinas genera ciertas dudas regulatorias, especialmente en Estados Unidos, donde dicha vinculación podría dificultar o ralentizar la adopción de esta tecnología en determinados ámbitos.

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Story of the Week (DR):BP ousts chair over ‘serious' governance, oversight concerns MMThe board said the decision was unanimous. In a statement, Amanda Blanc, BP's senior independent director, described the board as having been caught off guard by what it found: "The board has been surprised and disappointed to learn of governance oversight and conduct issues it deems unacceptable and has taken decisive action."The oil giant's board removed Albert Manifold from his roles as chair and director this week, effective immediately. He faced a contingent of investor opposition at BP's recent annual meeting.Internal leaks and a whistleblower report point to a pattern of "aggressive," "verbally abusive," and "bullying" behavior toward multiple colleagues, alongside accusations of withholding info from the board and leaking privileged data.Ousted BP Chair Hits Back at ‘Lies' About His ConductThe boardroom turmoil at BP deepened after its ousted chair, Albert Manifold, claimed allegations about his conduct were “lies”.In a new and lengthy statement, Manifold disputed reports about his conduct, saying: “At no point in my tenure as chairman of BP has anyone raised with me any issue about my conduct or my relationship with my colleagues.”He also described media reports that he wanted to exert control of the FTSE 100 company like an executive chair as “nonsense”. Manifold said he had “many other commitments” and had only spent 13 days in BP's London office so far this year.“What I do not accept is that lies can be told about me, nor that anyone should be allowed to hide behind anonymity when commenting on my time at BP.”Manifold conceded he may have “pushed hard and challenged people directly” amid his “determination to drive change on costs, performance, the balance sheet and shareholder communications”.However, he disputed reports from the company about his behaviour, adding: “There is a considerable distance between driving an organisation with urgency and the characterisation of my conduct that is now being put about.”He said such “accusations” had not been previously made about his behaviour during his 40-year career. He added that he “called out … unnecessary or excessive expenditure” but felt not everyone shared his priorities.Manifold said he turned down many of the benefits traditionally enjoyed by top executives, which he called a “culture of entitlement”, including chauffeur-driven cars, being flown by private jet or taking advantage of corporate hospitality: “I had no interest in having a dedicated chauffeur-driven limousine at my beck and call on the occasions that I was in London. I, like most people, walked, took taxis, trains, etc. I had no interest in taking private aviation nor in availing myself of corporate tickets for sports events. I made my own coffee, bought my lunch in the local cafe. I sat in a small office, eschewing the grand corner-office privilege of previous chairmen.”Ian Tyler has been named interim chair, BP said, with the board set to begin a formal process to identify a permanent successor: "The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it."This marks BP's fourth abrupt top-tier departure in three years, following the rapid exits of previous chair Helge Lund and chief executives Bernard Looney and Murray Auchincloss.BoardIan Tyler Interim Chair 2025Meg O'Neill CEO 2026Kate Thomson CFO 2024 (Interim in 2023)Dame Amanda Blanc Senior Independent Director 2022Dave Hager 2025Tushar Morzaria 2020Hina Nagarajan 2023Satish Pai 2023Dr. Johannes Teyssen 2021Manifold took up the chairmanship just last October. At last month's annual general meeting, just 81.8% of shareholders backed his electionAmong the most consequential decisions of Manifold's short tenure: pushing out former CEO Murray Auchincloss and overseeing the selection of Meg O'Neill to succeed him — a hire that marked the first time BP had recruited an external CEO and the first time a woman had led one of the oil industry's largest players.Dell wins a $9.7 billion Pentagon software deal after donating to Trump accountsDell stock skyrockets 32%, heads for best day ever as AI server revenue soarsMichael Dell added $35.8 billion to his personal fortune in a single day.Michael Dell pledged $6.25 billion to Trump AccountsThis greatly helps with $100M Dell ($4M personally for Michael) had to pay in 2010 for its Intel Cookie jar Scandal: Dell was telling investors that its high profits were due to amazing management and great computer sales. In reality, a massive chunk of their profits came from secret exclusivity payments from Intel so that Intel could shut out their competitor AMD.SpaceX's Unconventional Corporate Arrangements Favor Elon MuskDanish pension fund rejects SpaceX IPO over valuation and governance concernsStandard Chartered CEO apologises for ‘lower-value human capital' remarksStandard Chartered CEO Bill Winters triggered a massive PR firestorm by describing the bank's plan to replace back-office staff with automation as replacing "lower-value human capital" with financial investmentStandard Chartered is cutting roughly 7,800 jobs—representing about 15% of its global back-office corporate support roles—over the next four years to make room for AIJPMorgan's Jamie Dimon downplayed the viral backlash against Standard Chartered CEO Bill Winters—calling it an "inartful" slip-of-the-tongue from a friend.Tyson Foods hands CEO role to directorIncoming CEO Jeffrey K. Schomburger is Lead Independent Director (2016-)Goodliest of the Week (MM/DR):DR: Ride-Share Drivers in Massachusetts Formally Unionize MM DRDR: Maine Senate candidate Graham Platner stands by ad accusing Red Sox private equity owners of ruining the teamDR: Supreme Court lets Vermont's Meta lawsuit proceed, opening door to 50-state legal waveThe Supreme Court on Tuesday rejected a push to avoid a lawsuit alleging that Facebook and Instagram harmed young users, a decision that comes as social media companies increasingly face legal scrutiny.Meta had argued that it can't be sued in Vermont court because neither the company nor the app design has specific ties to the state. Vermont countered that the sites' large number of teen users gives its courts jurisdiction.DR: New Hampshire data center developer withdraws plans hours before opponents were to pack town meetingMM: The world's largest data center was supposed to run on 100% natural gas. Utah's Republican governor says ‘never.'Must include solar, geothermalMM: Labor union participation is on the rise even as U.S. companies spend $1.7 billion annually to halt union formation MM DRAssholiest of the Week (MM):Index funds should just quit pretending DRExxon wins shareholder backing for legal move to Texas71.3% supportWe know ~22% of that is BlackRock, Vanguard, and State StreetWe can GUESS that ~13% of that is retailEstimated 40% of shares are retail28% voted prior to retail vote capture plan by ExxonIf we GUESS that maybe only 10% of retail voters adopted vote plan when they sent it out at the end of 2025, and if we GUESS that half of them were non voters, we can figure that maybe 33% of retail voted this go around - giving management ~13% of the vote before the vote startedWhich means individuals with no idea and index funds voted 35% in favor - and the rest of investors voted 36% in favorYOUR INDEX FUNDS HATE YOUR VOTING RIGHTSThrow in that the SHP to add more options to retail voting plan - which included an option to default vote AGAINST management - only got 23.5% support, and we know that BLK/Vanguard/SS voted against it and retail voted with management, the real vote in favor: 36% - EXACTLY THE NUMBER OF REAL INVESTORS THAT VOTED AGAINST REDOMESTICATIONThis is unlikely a coincidence - ACTUAL INVESTORS with ACTUAL KNOWLEDGE like rights, but index funds and uneducated retail could fucking care lessSafe Harbor Financial Expands Board of Directors with Appointment of Tyler Klimas and Sean TonnerTwo dudes added to an all dude board overseeing weed banking at a non dual class company… because women don't do banks or weed I guess? Investors, what say you?Last year, they said “we don't care” - 97% in favorMeanwhile, in the UK…Investors tell BP to fix shareholder rights and governance after chair removalTech bros should quit pretendingMeta commits additional funding to Oversight Board through 2028$13m - Zuck owns a $300m yacht and spent $13m for a bunch of well meaning reporters, academics, and human rights experts to help him decide what to do about horrible human behavior on his platformsWhen they decide, he listens… 42% of the timeHere's one they listen to: from September 2025, decided in April 2026 (inside a year!), and Instagram post listed the reasons dating someone in a wheelchair is great, and a comment said it was also good because they can't run away. Meta left the comment up, but the board found it in the appeals and said it should come down - and Meta took it down under its bullying policyMeanwhile, for AI driven fake content for war and conflict, Meta is considering it… OpenAI Foundation is committing $250 million to help workers navigate AI disruptionOh, thank god, we're savedMarc Andreessen Sputters Incomprehensibly at Question About How AI Will Actually Benefit Humankind"I mean, look, so it, it is, alright — I mean, alright I'm gonna give you the deepest of all pitches, I'm gonna give you the, the — okay."Just stop pretending it's for “humankind” and not for YOU TO MAKE TRILLIONSThe NY Post and “baby naming expert”New York's most popular baby names trend towards 'traditional' as reaction to woke Mayor Mamdani: expertLiterally everything in this headline is incorrect - and so is this quote from “baby naming expert” Taylor A. Humphrey: ““Mayor Mamdani is so divergent from tradition and I do wonder if that played some part in Gen Z parents moving back towards more traditional heritage,” adding that Mamdani was campaigning, and in the spotlight for much of 2025.”The data is very inconvenient for this narrative - 77 of the 100 names are exactly the same from 2023, and here are the different “new traditional” names according to Taylor:Archer, Arthur, August, Beau, Bennett, Brooks, George, Lincoln, Parker, and Rowan replacing names like…Abraham, Austin, Eli, Hunter, Ian, Jonathan, Jordan, Kai, Ryan, and ZacharyAdeline, Clara, Daisy, Delilah, Eden, Georgia, Iris, Kennedy, Margot, Parker, and Sloane replacing names like… Anna, Ariana, Ashley, Autumn, Bella, Hailey, Jade, Rachel, Rose, Sarah, and SavannahAlternate theory using spurious data, because yes, this is what I spend my time doing:I looked at all 2023 NY state names vs. all 2025 NY state names and compared them to the number of corporate board directors with those names at those times - I can show that the name changes are definitely positively for sure related to the rise or fall of that name on corporate boards because parents are increasingly focused on who runs their companies. The biggest growth was in the name Zoe (ZOHRAN! Not made up!) from 2 active directors to 7 in 2025! In the top 10 of names includes… Amir!!! From 18 to 22 names!Second biggest drop - the decidedly unwoke, “traditional” name Oliver, down 22%Headliniest of the WeekDR: New Website Detects Apocalypse If Billionaire Jets Start Fleeing en MasseMM: Kevin O'Leary slams people who want work-life balance: ‘I hope they work for my competitors'Who Won the Week?DR: BP Bully Albert Manifold's now famous coffee maker. Or maybe Michael DellMM: Illinois state house of reps, lead by Daniel Didech, much to the annoyance of state senator Bill Cunningham who introduced SB 3444 to exempt AI companies from liability for mass death, passed one of the strongest laws in the country to force third party audits of AI companies, and it passed 110-0PredictionsDR: Based on the survey which reveals that 99 Percent of CEOs Are Preparing to Lay Off Workers and Replace Them With AI Within Two Years, it is revealed that the 1% of CEOs who are not preparing to lay off workers and replace them with AI understood AI to mean Actual IntelligenceMM: OpenAI's upcoming S-1 filing reveals that, not to be outdone by Musk's SpaceX insecurities, Sam Altman gives himself dual class shares worth 300 votes and 99% voting power, has a classified board, incorporates in Nevada, has mandatory arbitration clauses and a minimum lawsuit threshold of 100% of the stock ownership, and the first board member is Illinois state senator Bill Cunningham

This is a recap of the top 10 posts on Hacker News on May 28, 2026. This podcast was generated by wondercraft.ai (00:30): Claude Opus 4.8Original post: https://news.ycombinator.com/item?id=48311647&utm_source=wondercraft_ai(01:58): Can we have the day off?Original post: https://news.ycombinator.com/item?id=48302745&utm_source=wondercraft_ai(03:27): Bricks and Minifigs Stole a Man's $200k Lego CollectionOriginal post: https://news.ycombinator.com/item?id=48314136&utm_source=wondercraft_ai(04:56): Disagreement among frontier LLMs on real-world fact-checksOriginal post: https://news.ycombinator.com/item?id=48307887&utm_source=wondercraft_ai(06:25): Show HN: Hallucinate – Massively Multiplayer Online RaveOriginal post: https://news.ycombinator.com/item?id=48304260&utm_source=wondercraft_ai(07:54): Citing 'severe' math deficits, UC faculty demand a return to SAT tests for STEMOriginal post: https://news.ycombinator.com/item?id=48309233&utm_source=wondercraft_ai(09:23): AMD pulls a bait-and-switch on Linux users with Vivado licensing changesOriginal post: https://news.ycombinator.com/item?id=48307231&utm_source=wondercraft_ai(10:52): EU fines Temu €200M for allowing sale of illegal productsOriginal post: https://news.ycombinator.com/item?id=48309302&utm_source=wondercraft_ai(12:21): Anthropic raises $65B in Series H funding at $965B post-money valuationOriginal post: https://news.ycombinator.com/item?id=48313048&utm_source=wondercraft_ai(13:50): Google employee charged with $1M Polymarket insider trading bet on search termOriginal post: https://news.ycombinator.com/item?id=48302822&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai

nFactorial Intelligence - еженедельный обзор новостей из мира стартапов и ИИ Cтратегия DeepSeek на $10 трлн против Nvidia, Марк Андриссен у Джо Рогана за 3:20:00 раздаёт AI-альфу, плагины Higgsfield внутри Adobe Premiere и After Effects, Гэвин Бэйкер объясняет почему AI-цикл избежит пузыря, а Джеффри Хинтон предупреждает что спать спокойно не стоит, AMD пробил $500; Миядзаки в 2016 назвал AI-анимацию оскорблением жизни, Гарри Тан из YC: «moat — это глагол», Андриссен про успешные компании из «product first», Пол Грэм рисует Пифагора 14-летнему сыну и спорит о бросании учёбы в 18, Безос объясняет почему никто не копирует «get-rich-slowly» Баффетта, Стэнфорд доказал что прогулка даёт +60% креатива, парадокс AI от Дэна Шиппера, Канат Байгарин про физику плазмы, почему Кристофер Нолан не пользуется email, Альфред Лин из Sequoia про конечные и бесконечные игры Упомянутые ссылки:  https://spotlight-panic.vercel.app/ - Spotlight Panic: вайб-кодинг игра для nFactorial AI Cup https://frog-pond4.vercel.app/ - Frog Pond Final: ещё одна работа с nFactorial AI Cup https://aldar-kose-aul-quest.vercel.app/ - Aldar Kose Aul Quest: казахский фольклор в вайб-кодинг игре https://nfactorial-school.kit.com/posts/nfactorial-weekly-20-3 - 3 эпизода Acquired про Costco, Nvidia и Berkshire Hathaway https://x.com/Hesamation/status/2059660001581441165 - Миядзаки в 2016 году увидел AI-анимацию и сказал: «оскорбление жизни, конец света близок» https://x.com/ramit/status/2059754959516873149 - Рамит Сэти ушёл в 3,5-месячный саббатикал: Барселона, Париж, Марракеш, Япония https://x.com/levelsio/status/2059351181516816409 - AMD пробил $500: levelsio поздравляет всех, кто зашёл в позицию https://x.com/higgsfield/status/2059690191187824681 - Higgsfield запускает плагины для Adobe Premiere Pro и After Effects https://x.com/paulg/status/2059618578211438884 - Пол Грэм нарисовал 14-летнему сыну доказательство теоремы Пифагора https://x.com/Giuliano_Mana/status/2059634348597330326 - Джулиано Мана: «Я думаю об этом каждый божий день» https://x.com/StartupArchive_/status/2059301030278595016 - Гарри Тан из YC: «Moat — это не существительное, это глагол» https://x.com/ihtesham2005/status/2058920173491695764 - Стэнфорд доказал: прогулка повышает креативность на 60% https://x.com/paulg/status/2059011859953410286 - Пол Грэм: идея стартапа невалидна, если работает только при толпе пользователей https://x.com/gdb/status/1621333381836570627 - Грег Брокман вспоминает как стартовал OpenAI https://x.com/Scobleizer/status/2058720543780786413 - Скобл: пришло время фаундерам подавать заявки на YC и аналоги https://x.com/StartupArchive_/status/2058878244901052849 - Марк Андриссен: успешные компании всегда стартовали «product first» https://x.com/CAronitpereira/status/2058596815679983909 - Кейс Gillette: 100 лет доминирования в бритвах как тезис для инвестиций https://x.com/paulg/status/2058492772726804943 - Пол Грэм против бросания учёбы в 18 ради стартапа https://x.com/nikunj/status/2059772109480718814 - Никундж Котхари: «Покажите миру свою одержимость» https://x.com/MilkRoadMacro/status/2058162358242140326 - Гэвин Бэйкер объясняет, почему этот AI-цикл может избежать пузыря https://x.com/ayushjaiswal/status/2058272419106951345 - Аюш Джайсвал об интервью с Илоном: «лучший опыт собеседования в жизни» https://x.com/SJosephBurns/status/2058108196787499495 - Безос про Баффетта: «Get-rich-slowly — поэтому никто не копирует» https://x.com/MidnightMuse___/status/2058208882636607854 - Почему у японских пар самые стабильные браки: одно правило, которое игнорируют западные терапевты https://x.com/bookwormengr/status/2057909493250539891 - Стратегия DeepSeek на $10 трлн: Китай строит свою AI-индустрию железа https://x.com/itsolelehmann/status/2057909733491937555 - Марк Андриссен у Рогана: 3 часа 20 минут чистой AI-альфы https://x.com/aakashgupta/status/2057744283256696989 - Почему Кристофер Нолан не пользуется e-mail https://x.com/sairahul1/status/2057808907553431946 - Крёстный отец AI: «Если ты спокойно спишь — ты невнимательно следишь» https://x.com/Alfred_Lin/status/2057870289783156835 - Альфред Лин из Sequoia: в бизнесе есть конечные и бесконечные игры — играть надо в обе https://www.youtube.com/watch?v=1gn0i2AUXik - Канат Байгарин про физику плазмы и термоядерный синтез https://www.youtube.com/watch?v=nQVDi79A4JI - Эпизод 1: как строится компания на миллиард долларов https://www.youtube.com/watch?v=4D3hDmGhFhA&list=WL&index=6&t=3365s - Парадокс AI от Дэна Шиппера: больше автоматизации — больше людей и больше работы https://www.youtube.com/watch?v=tqOCyhXnKYA&list=WL&index=2&t=8721s - Бердыев как мыслитель: выше Де Дзерби — только Анчелотти https://www.youtube.com/watch?v=MLagAm1sWIE&list=WL&index=3 - Саша Барон Коэн больше не вернёт Али Джи и снимется в «Ladies First» https://www.youtube.com/watch?v=JOINLHcqvYw&t=2s - TigerBelly 460: Бобби Ли встречает своего «питательного близнеца» Сон Канга https://www.youtube.com/watch?v=ou_DYLKzekk - MADtv: классический скетч «Корейская мыльная опера», все 5 эпизодов https://www.netflix.com/title/80244853 - Кен Чонг: «You Complete Me, Ho» — стенд-ап про Голливуд и «Похмелье» https://www.netflix.com/title/81728168 - The Bus: A French Football Mutiny 

Next-gen Snapdragon X2 Copilot Plus PCs are finally here, delivering real gaming performance and major CPU/NPU upgrades that could shake up your expectations for ARM laptops. Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows 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 Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: canary.tools/twit - use code: TWIT

Next-gen Snapdragon X2 Copilot Plus PCs are finally here, delivering real gaming performance and major CPU/NPU upgrades that could shake up your expectations for ARM laptops. Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows 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 Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord. Sponsor: canary.tools/twit - use code: TWIT

Stock indexes close at record highs after posting modest gains. Plus: Memory-chip maker Micron gains, while other tech stocks, including Nvidia, AMD and Intel retreat. Alexis Green hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Congressional trades, chip chaos, and another wild day on the options tape! Mark breaks down the latest House Yay Scan activity plus unusual flow in AMD, Intel, Micron, Nvidia, Tesla, Ford and more. Which names dominated the options market and where was the smart money positioning? Dive deeper into all of the scans, analytics and unusual activity at TheHotOptionsReport.com.

Too busy to read the Lens? Listen to our weekly summary here! In this week's episode, we discuss:Ocular point-of-care ultrasound performed by emergency department physicians does not significantly reduce the number of ophthalmology consults for eye-related chief complaints.Routine glaucoma follow-up appointments may be delayed up to 60 days among patients with mild, stable disease. Those with moderate or severe disease may have greater odds of progression. Both the SII and INFLA-scores for systemic inflammation demonstrated significant, dose-dependent relationships with increased incidence of cataract formation, POAG, AMD, and DR, and were associated with retinal thinning on OCT.Intravitreal injections of KIO-301, a photoswitch molecule designed to make surviving retinal ganglion cells responsive to light in retinitis pigmentosa, demonstrate a favorable safety profile and early signs of functional vision improvement regardless of underlying gene mutation in the ABACUS-1 trial. 

Are your meetings actually working? Or has your calendar just become a system nobody knows how to switch off? In this episode, David Green is joined by Rebecca Hinds, Stanford-trained organisational researcher, Head of the Work AI Institute at Glean, and author of Your Best Meeting Ever: 7 Principles for Designing Meetings That Get Things Done. In this conversation, David and Rebecca discuss: Why organisations should treat meetings as a product, and what that actually means in practice The concept of meeting debt, and why calendars accumulate bloat in the same way codebases accumulate technical debt What a 48-hour calendar cleanse involves, and what typically happens when organisations rebuild their calendars from scratch The patterns that show up most consistently when mapping how work actually moves between teams How AI is being used to improve meetings, and the ways it can make dysfunctional meeting culture worse What the conversation looks like in the room when CHROs start rethinking collaboration for the AI era 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: Your Best Meeting Ever: 7 Principles for Designing Meetings That Get Things Done Hosted on Acast. See acast.com/privacy for more information.

All links here: ⁠https://hunterwilliamshealth.com/linksSS-31 continues to be one of my favorite peptides of all time, and the more data that comes out on it, the more I think every person over 25 has a use case for it.In this masterclass, I'm breaking down everything I know about SS-31. We cover what it actually does at the cellular level, why it's the first FDA-approved mitochondrial peptide, and why it works differently than almost every other peptide out there. No receptor binding. It goes inside your cells, binds to cardiolipin, and stabilizes the structure of your mitochondria.I walk through the three dosing tiers I use with people, my take on cycling, why I run SS-31 before MOTS-c, how to stack it with GLPs, GH peptides, and the healing peptides, and what to actually track when you're on it. I also cover the troubleshooting stuff people ask me about constantly. Why don't I feel anything? Should I cycle? What about the headaches in the first two weeks?If you're a clinician or just researching for yourself, this is the complete user's guide.For entertainment purposes only.Timestamps00:00 Intro01:00 What this masterclass covers03:18 Why SS-31 matters and what makes it different03:46 FDA approval and the Forzenity brand name04:50 Peptide foundations and how SS-31 is made05:52 The SS-31 sequence and the Seto-Schiller naming origin06:40 Mitochondria 101 and why ATP matters07:28 Mitochondrial dysfunction across chronic disease08:34 Cardiolipin, cristae, and Barth syndrome09:34 Why SS-31 is not a direct antioxidant10:46 How SS-31 actually works (the upstream Godfather effect)11:12 Why no receptor means no desensitization13:36 Who SS-31 is for (mid-30s, athletes, post-illness, metabolic dysfunction)14:24 Who should skip it15:34 The three-tier dosing ladder16:54 The FDA-approved 40mg dose and diminishing returns19:08 Dosing by goal (longevity, performance, recovery, healing)19:48 Cycling logic and the 8-12 week framework20:22 When to dose (morning vs night)21:24 What to expect and when (week-by-week timeline)22:20 Why cycle if it doesn't desensitize24:24 SS-31 before MOTS-c (the structural engineer vs operations manager)26:18 Reconstitution and injection technique28:22 What to track (subjective markers and biomarkers)29:18 Stacking with MOTS-c, Humanin, BPC, GH peptides, and GLPs31:28 Stacking for cognition and visceral fat32:26 Troubleshooting "I don't feel anything"33:54 Injection site reactions34:36 When to discontinue and the first-two-week headache window35:52 FAQ (legality, MitoQ comparison, oral routes, intranasal)36:54 Use cases (weight loss, long COVID, athletic performance, TRT, kids)37:54 Research grade vs pharmaceutical cost difference38:22 Future outlook (AMD, sarcopenia, SBT-272, oral bioavailability)40:30 Final thoughts and where SS-31 sits in the broader picture42:20 Closing

This week on The Necessary Conversation, Chad, Haley, and Mary Lou discuss the biggest political topics of the week while Bob continues to recover.We discuss:

Brad's tired of throttling his CPU due to an inadequate heatsink. Will's been spending a lot more time testing PC hardware of late. Between those two things, we thought it was a good time to do a check-in on CPU cooling, and primarily liquid cooling, so we can establish the facts on the ground about modern AIOs and custom loops with an eye toward helping Brad decide what to get. Turns out, there's more to know than ever, and yet it's also never been simpler. We also talk a little about modern air cooling, CPU spikes in Windows, and other stuff! The GamersNexus video on AIO placement: https://www.youtube.com/watch?v=BbGomv195sk Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

On this episode of Alexa's Input (AI), I sit down with Emilio Andere, co-founder and CEO of Wafer, to talk about the future of AI infrastructure, inference optimization, and the economics driving the AI compute race.We discuss:why “intelligence per watt” may become one of the defining metrics of the AI erathe current GPU and accelerator landscape across NVIDIA, AMD, TPUs, and emerging hardware startupswhy software optimization is becoming just as important as hardware itselfinference optimization strategieswhy AI infrastructure companies are racing up the stackwhat it's actually like building an AI infrastructure startup todayand more!Emilio also shares lessons from founding Wafer, thoughts on the future of open-source AI infrastructure, and why he believes optimizing intelligence itself could become one of the most important engineering problems.General Podcast LinksWatch: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/@alexa_griffith⁠⁠⁠⁠⁠⁠Read: ⁠⁠⁠⁠⁠⁠⁠⁠https://alexasinput.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠Listen:⁠⁠ ⁠⁠https://creators.spotify.com/pod/profile/alexagriffith/⁠⁠⁠⁠More: ⁠⁠⁠⁠⁠⁠https://linktr.ee/alexagriffith⁠⁠⁠⁠⁠⁠Learn more about the host atWebsite: ⁠⁠⁠⁠⁠⁠https://alexagriffith.com/⁠⁠⁠⁠⁠⁠LinkedIn: ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/alexa-griffith/⁠⁠⁠⁠⁠⁠Find out more about the guest at:LinkedIn: https://www.linkedin.com/in/emi-andere/Wafer Website: https://www.wafer.ai/Wafer AI / Y Combinator Article: https://www.ycombinator.com/companies/waferChapters00:00 Exploring AI Conversations and Recent Podcasts02:14 Intelligence per Watt: A New Metric for AI07:35 The Manifesto: Efficiency in Civilization12:40 Founding Wafer: The Journey Begins18:08 The GPU Hardware Landscape and Market Dynamics23:07 AMD's Growing Presence in the GPU Market24:07 Emerging Competitors in the AI Hardware Space26:04 Comparing TPUs and GPUs27:21 Acquisition and Availability of TPUs28:33 Navigating the GPU Marketplace30:05 Understanding Neo Cloud Economics33:30 The AI Bubble Debate36:25 Optimizing AI Models for Performance44:46 Bottlenecks in AI Model Performance48:08 Future Directions in AI Hardware Optimization54:39 Balancing Speed and Cost in AI Performance56:54 Kernel Arena: Benchmarking AI Performance01:03:45 Lessons from Founding: Sales and Emotional Resilience01:07:38 The Future of AI: Trends and Predictions01:13:03 Outro KeywordsAI hardware, inference optimization, intelligence per watt, GPU market, AI infrastructure, Wafer, AI bubble, TPU, GPU bottleneck, AI efficiency AI optimization, large language models, AI hardware, quantization, speculative decoding, benchmarking, AI infrastructure, model training, AI startups

Patrick Moorhead and Daniel Newman return from Dell Technologies World to unpack Google I/O's Gemini-as-operating-system moment, the Blackstone-Google TPU joint venture nobody saw coming, NVIDIA's $81.6 billion quarter with a $91 billion guide, and debate whether or not the "SaaSpocalypse" is finally over. The handpicked topics for this week are: Google I/O 2026: Gemini Becomes the Operating System. Google I/O repositioned Gemini from a product to the operating layer for everything Google does, and the numbers backed it up. 900 million monthly active users, 3.2 quadrillion tokens per month, a 7x jump year over year. Pat's headline: this is about widening distribution, not just model quality. Gemini 3.5 Flash, Antigravity 2.0, Gemini Spark, and Android XR glasses all extend Gemini into surfaces that no competitor can replicate. Daniel's read: the token-cost reckoning is coming, and when enterprise subsidies end, models that can deliver value at a lower cost per token will become the ground zero of the next era. (The Decode) Dell Technologies World 2026: AI Factory Goes Agentic, 1,000 New AI Server Clients. Pat and Dan were both on the ground in Las Vegas and called it the most consequential Dell event in years. Michael Dell and Jensen Huang co-keynoted to launch the next-generation Dell AI Factory with liquid-cooled PowerEdge XE9780 servers, Dell Deskside Agentic AI, and a multi-model ecosystem including Google Distributed Cloud with Gemini 3.0, on-prem OpenAI Codex, and Grok. 1,000 new AI server clients in a single quarter is the cleanest leading indicator of enterprise demand heading into Dell's Q1 print. Pat's biggest takeaway: OpenShell as a control plane for agents spanning from the GB10 all the way to the PowerEdge rack has been the missing orchestration piece. Daniel's read: large enterprises are going to build hybrid AI architectures and want to deliver tokens at the lowest possible on-prem cost, and Dell is ready. (The Decode) Blackstone and Google Launch a $5B TPU Joint Venture. Pat called it the biggest story of the week and the one that went most under the radar. For the first time, a hyperscaler has released its proprietary AI silicon to a third-party distribution entity. The $5 billion deal, up to $25 billion with leverage, targets 500 megawatts of capacity online by 2027. Daniel's framing: Google decided its custom silicon is worth more as a commercially distributed asset than as a captive moat. Pat's note: the proprietary nature of TPU infrastructure means retrofitting existing data centers will require real work, but the sovereign angle gives the JV a natural first market. (The Decode) AMD Helios, $10B Taiwan Investment, and the MI450 Anchor Customer Rumor. AMD dropped a $10 billion Taiwan ecosystem investment alongside confirmation that Helios rack-scale is on track for multi-gigawatt customer deployments beginning 2H 2026. A Citi rumor surfaced Anthropic as the anchor MI450 customer, to be formally announced at AMD's Advancing AI Day in July. Pat's read: Lisa Su has made a commitment and she almost never falls through. The analysts who said AMD would not ship anything in the second half of 2026 are going to be very wrong. (The Decode) OpenAI Guaranteed Capacity: Sam Altman's Moment. OpenAI launched multi-year compute commitment contracts the same week that Anthropic was struggling with capacity outages. Pat called it brilliant and said it makes Sam Altman look like a genius. It's the inference-era analog of cloud reserved instances: guaranteed availability at a locked price for one, two, or three years. Daniel added context: Anthropic's annualized ARR growth is nearly double OpenAI's and is about to lap them, so the model war is far from over. But for enterprises that need reliability, OpenAI just made the most compelling enterprise trust argument of the week. (The Decode) Sovereign AI Crosses $30 Billion at NVIDIA, 14% of Revenue. NVIDIA disclosed sovereign AI as a segment-level line for the first time, at $30 billion in FY26, 3x the prior year. Pat has been tracking sovereign for years and calls this the clearest possible signal that it has moved from marketing term to structural revenue category. Daniel's point: outside of the four or five hyperscalers doing all the major buying, sovereign is where the incremental demand is coming from and it is very real. (The Decode)  The Flip: Is the SaaSpocalypse Over? Daniel took the affirmative and came in loaded. Every earnings report across CrowdStrike, Cloudflare, ServiceNow, Intuit, Salesforce, Atlassian, Notion, and monday.com shows companies growing with the AI tailwind. His core argument: there was a reason SaaS emerged 20 to 30 years ago. Companies do not want to be in the software business. Vibe-coded flat-file apps with no security, no governance, no data lineage look great in a kitchen demo and fall apart at enterprise scale. The SaaSpocalypse is over and he is tired of talking about it. Pat's counter: BofA slapped Salesforce with an Underperform at $160, 8% below where it trades. Snowflake is down 35% year-to-date. A senior Dell executive told him Dell will not buy another SaaS system and is tripling internal software creation. The growth question is real even if the terminal value is not zero. Both agree the tape will tell the real story. (The Flip) NVIDIA Q1 FY27 Results. Record $81.6 billion revenue, up 85% year over year. Data center at $75.2 billion, up 92%. Non-GAAP EPS of $1.87, up 140%. Q2 guide of $91 billion crushed the $86.8 billion consensus by $4 billion at the midpoint. $80 billion buyback authorized, dividend raised 25x. The stock went down after hours for the fifth consecutive time following a massive beat and raise. Pat's read: NVIDIA may be worth $8 to $9 trillion on paper at a sector-average multiple and 75% gross margins held. Daniel's framing: this is the best company in the world, possibly tied with Google, and it is becoming the Apple of this era. He sees a long safe journey of continued growth vs. speculative dollars chasing quantum and space names that can double in a week. (Bulls and Bears) Intuit: Earnings Beat, Revenue Miss. A 17% workforce cut, raised guidance, and $8 billion buyback were authorized. Pat's emerging thesis: these companies are cutting people to afford tokens. Intuit comes at a moment when OpenAI's ChatGPT finance plugin via Stripe is building an intelligence layer that could sit on top of Intuit's products without displacing them directly, at least not yet. (Bulls and Bears) Lenovo: Record $21.6 billion quarterly revenue, up 27% year over year. The company's fastest growth in five years. AI-related revenue is up 84% year over year to 38% of total company revenue. ISG returned to full-year operating profit with a $21 billion AI server pipeline. Pat and Dan both read Lenovo's results as NVIDIA tea leaves, a leading indicator of enterprise AI server demand that directly validates what Dell said on stage about 1,000 new AI server clients. (Bulls and Bears) Analog Devices: Record $3.62 billion revenue, up 37% year over year. EPS up 67%. Q3 guide of $3.9 billion crushed consensus by $270 million. Data center up 90%, industrial up 56%, comms up 79%. The $1.5 billion Empower Semiconductor acquisition adds integrated voltage regulator technology that can reduce AI data center power consumption by 10 to 15% while shrinking the power footprint by up to 4x. Daniel's closing point: you can't build AI servers without players like Analog Devices and Lattice Semiconductor. These essential node companies aren't boring, they're foundational. (Bulls and Bears) Check out all of our Dell Technologies World coverage linked in the show notes including our sit-downs with Michael Dell, Jeff Clark, and key customers. Be part of our community. Hit that subscribe button and see you at Computex.   The Decode Google I/O 2026 — Gemini Becomes the Operating System: 900M MAU, 3.2 Quadrillion Tokens/Month, Gemini Omni, Antigravity 2.0, Gemini Spark, and Android XR Glasses https://blog.google/innovation-and-ai/sundar-pichai-io-2026/ Dell Technologies World 2026 — AI Factory Goes Agentic: Michael Dell + Jensen Huang Unveil PowerEdge XE9780, Dell Deskside Agentic AI, and a Multi-Model Ecosystem; Dell Adds 1,000 AI-Server Clients in the Quarter https://www.dell.com/en-us/blog/dell-technologies-world-a-bright-and-beautiful-road-ahead/ Blackstone + Google Launch $5B (Up to $25B w/ Leverage) JV to Sell Google TPUs Outside Google Cloud — First Time a Hyperscaler Has Released Its Custom Silicon to a Third-Party Distribution Channel; 500 MW Online by 2027, Benjamin Treynor Sloss as CEO https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/ AMD Announces $10B+ Taiwan Ecosystem Investment — Helios Rack-Scale Platform With MI450X GPUs and Venice EPYC on TSMC 2nm Targeting Multi-Gigawatt Deployments 2H 2026; the Clearest Second-Source Signal Yet https://ir.amd.com/news-events/press-releases/detail/1286/amd-announces-more-than-10-billion-in-taiwan-ecosystem-investments-to-accelerate-ai-infrastructure OpenAI Launches Guaranteed Capacity — Multi-Year Compute Commitments Turn Inference Capacity Into a New Enterprise Asset Class https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html The Sovereign AI Government Investment Wave — NVIDIA Discloses ~$30B Sovereign-AI Revenue (14% of Mix); UAE, Saudi, Japan, Australia, France All in Motion This Week https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html   The Flip: Is the SaaSpocalypse Officially Over — or Is BofA's Split Call (ServiceNow Buy, Salesforce Underperform) the Real Signal That Platform AI Monetization Is Going to Be Bifurcated, Not Universal? FOR:  BofA Reinstates Coverage of ServiceNow, Salesforce — Barron's (May 18) https://www.barrons.com/articles/servicenow-salesforce-stock-price-ai-7b109396 Embedded workflow + system-of-record stickiness still wins citing ServiceNow Q1 2026 financial results https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx Intuit Q3 revenue up 10%, cuts 17% of staff — SEC 8-K filing (May 20) https://www.stocktitan.net/sec-filings/INTU/8-k-intuit-inc-reports-material-event-b23073259896.html   AGAINST:  BofA Slaps Salesforce With Underperform Rating, $160 Price Target — 24/7 Wall St (May 18) https://247wallst.com/investing/2026/05/18/bofa-slaps-salesforce-with-underperform-rating-160-price-target-is-the-ai-story-falling-flat/ BofA resets Salesforce price target to Underperform — TheStreet (May 19) https://www.thestreet.com/investing/stocks/bofa-resets-salesforce-stock-price-target-to-underperform-at-160 Snowflake -35% YTD heading into May 27 print is the canary that platform stickiness is being repriced https://eciks.org/4640-22295-snowflake-set-to-report-q1-earnings-may-27-with-ai-strategy-in-focus OpenAI Guaranteed Capacity + Dell on-prem Codex create a credible path to displace seat-based SaaS https://www.cnbc.com/2026/05/19/openai-announces-new-guaranteed-capacity-offering-for-customers-to-secure-compute.html Bulls & Bears NVIDIA Q1 FY27 ACTUALS https://www.cnbc.com/2026/05/20/nvidia-nvda-earnings-report-q1-2027.html Intuit Q3 FY26 Actuals https://investors.intuit.com/news-events/press-releases/detail/1312/intuit-reports-strong-third-quarter-results-and-raises-full-year-revenue-guidance Lenovo Q4 FY26 ACTUALS https://www.cnbc.com/2026/05/22/lenovo-shares-jump-15percent-on-record-earnings-as-ai-revenue-nearly-doubles.html Analog Devices Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/analog-devices-q2-earnings-beat-153000996.html  

Carl Quintanilla, Leslie Picker and Michael Santoli discussed market momentum: The Dow hitting a fresh record high, the S&P 500 on track for an 8-week win streak for the first time since 2023. Which names are riding the rally — and which ones are missing out? AMD shares rose after CEO Lisa Su announced the company's plans to ramp up chip production in Taiwan. The anchors explored a new era at the Fed ahead of Kevin Warsh being sworn in as head of the central bank by President Trump. SpaceX IPO watch: Two banks set to benefit from the massive offering — while Elon Musk marches toward trillionaire status. Also in focus:  Workday jumps, Take-Two slumps, gasoline prices at 4-year highs heading into the holiday weekend.   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.

Tony: -Boo Playstation, BOOOOOO: https://www.polygon.com/sony-playstation-exclusives-officially-ending-pc/?link_source=ta_bluesky_link&taid=6a0b9a3e6ef9770001f9f84e&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky -Further booing of Playstation: https://www.polygon.com/playstation-plus-price-increase-may-2026/?link_source=ta_bluesky_link&taid=6a0b68e36ef9770001f9f5af&utm_campaign=trueanthem&utm_medium=social&utm_source=bluesky -GTA6 dev cost speculation is absurd: https://www.ign.com/articles/gta-6-estimated-to-have-cost-take-two-1-billion-to-15-billion-so-far-ceo-strauss-zelnick-says-it-was-expensive Jarron:  -Steam Controller review -Good job AMD. Finally. AMD Is Bringing Improved FSR 4 Upscaling To Its Older GPUs –New Star Fox: Nintendo announces a new Star Fox for the Switch 2 -Uncharted 4, ten year anniversary Owen: -Double dipping right? nintendo https://www.videogameschronicle.com/news/nintendo-sued-by-players-who-say-they-should-get-any-tariff-refunds-received-by-the-us-government/ Sony https://respawnfirst.com/sony-sued-by-gamers-over-allegedly-pocketing-millions-in-illegal-tariff-windfall/

The Hot Options Report wraps up the week with explosive options flow, quantum momentum, Ford's surprising rally, and a surprisingly muted post-earnings reaction in Nvidia. Mark Longo breaks down the names dominating the tape including NVDA, TSLA, AAPL, AMD, Rigetti, Nokia and more — plus the latest edition of the daily Call Pump Scan, highlighting stocks and ETFs seeing outsized call activity. Want more scans, analytics and options flow data? Visit TheHotOptionsReport.com.

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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/TUCbD5KovlcIn this video, we're breaking down some of the most watched growth stocks on the market right now, including CrowdStrike, Nvidia, AMD, Micron, Rocket Lab, IBM, BlackBerry, and Tesla. These are companies tied to some of the biggest long-term themes in the market: artificial intelligence, cybersecurity, semiconductors, quantum computing, space technology, autonomous driving, enterprise software, and next-generation infrastructure.The goal is not to chase hype. The goal is to understand which stocks may have the kind of growth potential that can create massive wealth over time, while also recognizing the risks that come with fast-moving names. Some of these stocks have already made early investors life-changing returns. Others may still be in the early stages of much bigger trends.We'll look at what makes each company interesting, what investors are watching, and why these tickers continue to attract attention from traders, analysts, and long-term investors. Whether you're focused on AI stocks, tech stocks, semiconductor stocks, cybersecurity stocks, space stocks, or the next major market leaders, this breakdown will help you think through the opportunity with more clarity.Nothing in this video is financial advice. Always do your own research and manage your risk.#CRWD #NVDA #AMD #MU #RKLB #IBM #BB #TSLA #StockMarket #AIStocks #TechStocks #GrowthStocks #Investing #Trading #OVTLYRHere's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingNO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

The market looks strong on the surface… but underneath, things are getting a little shaky. In today's OVTLYR outlook, some of the biggest names like AMD, Nvidia, and Rocket Lab are flashing major sell signals right as the broader market keeps pushing higher.Here's the real story. This rally has been driven by a handful of mega-cap tech stocks. When just a few names carry the entire market, risk builds quietly. And now, we're starting to see cracks. Market breadth warnings like the Hindenburg Omen are popping up, signaling that fewer stocks are մասնակցing in the upside.At the same time, OVTLYR is still showing active buy signals on major indexes, which creates a confusing but important setup. This is where smart positioning matters.Here's what to watch right now:✅ Big sell signals hitting AMD, Nvidia, Tesla, and more✅ Market concentration at record highs in the S&P 500✅ Warning signs like weakening breadth and sentiment shifts✅ New buy opportunities in energy and select defensive sectorsThere's opportunity here, but it's not as simple as “market up, buy everything.” The edge comes from knowing where momentum is fading and where it's just getting started.Stay sharp, stay selective, and don't ignore the signals.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company's journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering inference speeds at 20x that of standard GPUs. Andrew then shares how a remarkable $20 billion deal with OpenAI came together in only four weeks. Plus, Andrew's thoughts on why architecting the future of AI requires the fortitude to be a “professional David” against the Goliaths of tech. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @andrewdfeldman | @Cerebras Chapters: 00:00 – Cold Open 00:36 – Andrew Feldman Introduction 01:19 – Cerebras' Evolution 02:48 – Wafer-Scale Bet Pays Off 06:38 – Challenges and Breakthroughs 08:37 – Crossing the Market Chasm 10:38 – Scaling Software and Hardware 12:03 – Relevance of AI-Generated Coding 13:31 – Leadership and Hiring Culture 17:16 – When to Quit vs. Persist 19:40 – Why Cerebras Went Public 22:57 – The OpenAI Deal 25:54 – Open Source and Post-Trained Workloads 27:37 – How Speed Opens Up New Business 30:33 – Conclusion

NVIDIA cools off after earnings while traders shift their focus to expiration-day positioning across the options market. On this episode of The Hot Options Report, we break down the hottest flow in NVDA, TSLA, AAPL, MU, AMD, META and more, plus unusual overnight movers from the latest scans at TheHotOptionsReport.com. Will expiration traders cash in — or get caught chasing?

Download MP3 | Watch Video Episode Full Timestamps: https://docs.google.com/document/d/e/2PACX-1vT44TUsVZDuKxJqgbhZrh6_hEVMU02wcpfzsQ_7Rfei8DkTcgVVBO3S6sKmPIS8v3-gY5vb0P1CDeeJ/pub The Hardest Card Game I've Ever Played  ONE HUNDRED DOLLARS?!  Here's The Thing: It's a Bad Version of The Thing  Pokemon Cards Anti-scalping Tech: Answer Our Riddles Three  Seeing The Matrix on Opening Weekend HIT DIFFERENT Watch full episodes: https://www.youtube.com/@CastleSuperBeastArchive Reggie In The Lab Limited-time Plushie only available this month! https://www.makeship.com/products/reggie-in-the-lab-plushie - Visit http://drinkag1.com/SUPERBEAST to get a FREE AG1 Flavor Sampler and a bottle of Vitamin D3+K2 in your AG1 Welcome Kit! - Head to http://factormeals.com/castle50off and use code castle50off to get 50% off and free daily greens per box - Sign up for your 1$-per-month trial today at http://shopify.com/superbeast - Invincible VS is out now on PlayStation, Xbox, and PC. Docket: PS5 Class Action Lawsuit Targets Sony Over Price Hikes Jess Cox - This Is A Genius Way To Prevent Scalping PlayStation Has Started Revealing Public Player Counts - Insider Gaming Microsoft has confirmed that Windows Update has been downgrading newer GPU drivers that users install manually from Intel, AMD, or NVIDIA websites. Marvel Tokon: Fighting Souls Was Almost A 1v1 Fighter PlayStation CEO Hermen Hulst says single-player Sony games won't come to PC going forward Random Avatar Matches and Avatar Arcade, two brand-new modes for Street Fighter 6, will be added on May 28 alongside the release of Ingrid GenAI In Games? Most Players Just Don't Care, Study Finds Capcom Execs Still Excited About GenAI, Is Still Ramping Up Hiring  

P.M. Edition for May 20. We're exclusively reporting that ChatGPT maker OpenAI has been working with bankers to prepare to file for an initial public offering in the coming days or weeks. Reporter Berber Jin joins to discuss the timing of the possible IPO and what that could mean for OpenAI's business. Plus, stocks of chipmakers like Intel, Micron and AMD have hit a volatile stretch after weeks of massive gains. We hear from WSJ reporter Jared Mitovich about why they're now looking to Nvidia's earnings for the path forward. The chip company reported its latest record quarter. And the Trump administration has charged former Cuban president Raúl Castro with murder as the U.S. continues its pressure campaign against the island nation's Communist government. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Same-day expiration action dominated the tape as traders piled into TSLA, NVDA, AMD, AAPL, AMZN, MSFT, GOOGL, MU, INTC and POET. On this episode of The Hot Options Report, Mark Longo breaks down the hottest contracts, aggressive upside bets, Nvidia positioning ahead of earnings, Tesla leading volume, and today's MA 200 Minus scan featuring names breaking below their 200-day moving averages. Get more scans and analytics at TheHotOptionsReport.com.

Big tech dominated the options tape as traders positioned into earnings and expiration. On this episode of The Hot Options Report, we break down the hottest flows in TSLA, NVDA, AAPL, AMD, INTC, AMZN and more, including the biggest strikes, unusual activity, and how traders were positioning into the close. Plus: a look at the latest put-bias scan from TheHotOptionsReport.com.

TIMESTAMPS:00:00 Entrepreneurship Mindset00:41 Show Welcome Disclaimer02:03 Upcoming EYL Guests03:41 Lessons From Country Wayne06:09 Community Shoutouts Updates07:27 Trading Tip Portfolio First23:54 Market Fear Discipline29:35 Elon Versus OpenAI39:05 Invest Fest Lineup Reveal42:31 Invest Fest Star Power43:43 Billionaires On The Flyer45:07 Panels And Weekend Schedule46:00 Vendor Booths Change Lives46:58 Why Hear Billionaires Live49:12 Prep And Presentation Mindset49:55 Tech Pullback Explained54:57 AI Infrastructure Plays58:44 Lightning Round Tech Picks01:07:39 Bitcoin Price Levels01:09:12 Barbershop Indicator Warning01:19:24 Market Targets And Volatility01:21:35 VIX And Volatility Levels01:21:52 Hold Long Term Wealth01:22:43 Time Best Indicator01:24:57 Trump China Taiwan Talk01:27:32 Nvidia China Signals01:30:40 SpaceX IPO Six Months01:33:39 Wave Of Mega IPOs01:34:30 Invest Fest Vendor Spotlight01:38:20 Vendor Booth Strategy01:42:34 Patents Trademarks Secrets01:46:21 Scaling With Responsible AI01:53:25 Trademark Classes Global Filing02:02:32 Invest Fest Wrap And OutroToday on Market Mondays, we break down the biggest stories shaping the markets right now — from Bitcoin's recent pullback and the tech selloff to SpaceX's rumored $1.75 trillion IPO valuation. We also dive into Elon Musk's OpenAI legal battle, ServiceNow price targets, and whether investors are underestimating the risks around U.S.-China trade tensions.We also cover the sectors and indicators that matter most in today's market, futures trading strategies, end-of-year targets for the Nasdaq and S&P, and Leopold Aschenbrenner's massive semiconductor options positions involving NVDA, AMD, MU, TSM, and more. Plus, we discuss the best water stocks and ETFs, the “Barbershop Indicator,” and whether Bitcoin still has a path to $55K this year.In addition, we touch on personal finance and real-life money decisions — including Dave Ramsey's viral relationship advice about debt, whether $5 million is enough to leave your 9-to-5, and what investors should really be focused on during this phase of the market cycle.#MarketMondays #Investing #Bitcoin #StockMarket #Tesla #ElonMusk #SpaceX #NVDA #AMD #TSM #Trading #Nasdaq #SP500 #EYL #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Most organisations are asking how to get more from their people. But what if the real question is how to get more from the time they spend at work? In this episode of the Digital HR Leaders podcast, David Green is joined by Joe O'Connor, founder of Worktime Revolution, and Jared Lindzon, future-of-work journalist and author, to explore the research-backed case for the four-day working week, and what it means for how HR leaders design, lead and transform work. Join them as they discuss: Why the five-day working week is a relic of the industrial age What the evidence from global pilots shows about productivity, wellbeing and retention Why organisations moving to a four-day week are also becoming faster AI adopters What it actually takes to make the transition work - and why culture and trust are the real foundations How HR leaders can shift the conversation from top-down mandate to shared, enthusiastic change 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: Do More In Four by Joe O'Connor and Jared Lindzon Hosted on Acast. See acast.com/privacy for more information.

After a couple years off, we're returning to our annual tradition of each picking a year for our birthdays that we want to review in-depth from a tech and science perspective. This time Will picked 2002 because... well, you'll see, but it gave us the opportunity to reflect on a bunch of just-post-turn-of-the-century tech trends, like weird pre-smartphone mobile devices, the venerable WRT54G, all the Y2K techno-optimistic design trends, digital filmmaking going mainstream, a truly momentous March in the Linux world, the state of file sharing and music piracy, and plenty of other stuff. How Dinosaurs May Have Cursed Us With Aging: https://www.youtube.com/watch?v=JWOErbTL9N4 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

Xbox may be preparing its next major hardware push. This week, Luke Lohr, Captain Logun, and Nintendo World Report's John Rairdin discuss the leaked Xbox Elite Controller Series 3, Xbox cloud gaming controller rumors, and what Microsoft's future hardware strategy may actually look like. We also break down the massive review scores for Forza Horizon 6, Valve's new Steam Controller, PlayStation surfacing player count data, AMD's FSR 4.1 tech, Xbox's branding refresh, and Discord's new Game Pass partnership. On the Nintendo side, we dive deep into Star Fox's return on Switch 2, Nintendo's remake strategy, Metroid Prime 4, Zelda remake rumors, Star Fox Adventures, Assault, and whether Nintendo is finally ready to treat Star Fox like a major franchise again. Topics include: • Xbox Elite Controller 3 leaks • Xbox cloud controller rumors • Forza Horizon 6 review scores • Steam Controller impressions • Star Fox Switch 2 reactions • Metroid Prime 4 discussion • Nintendo remake strategy • AMD FSR 4.1 & Xbox Series X • Doom: The Dark Ages DLC • Lego Batman & 007 First Light • Xbox Game Pass + Discord Clear takes. No console-war noise.

Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Celia: https://x.com/CeliaBeee RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec #Sony #Nintendo #Microsoft

Patch Tuesday. Global agencies update SBOM guidance. Iran-linked espionage group Seedworm breached a major South Korean electronics manufacturer. A telehealth platform breach affects 716,000. Foxconn confirms a cyberattack. Maria Varmazis has an update on orbital data centers. A lawmaker questions surveillance pricing. Brandon Karpf, friend of the show, is talking with Dave about "Japan's space systems face growing cybersecurity threats." Robotic lawnmowers on the cutting edge. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today Brandon Karpf, friend of the show, is talking with Dave about "Japan's space systems face growing cybersecurity threats." Selected Reading Microsoft Fixes 17 Critical Flaws in May Patch Tuesday (Infosecurity Magazine) Microsoft Patches Critical Zero-Click Outlook Vulnerability Threatening Enterprises (SecurityWeek) Adobe Patches 52 Vulnerabilities in 10 Products (SecurityWeek) Fortinet, Ivanti Patch Critical Vulnerabilities (SecurityWeek) Chipmaker Patch Tuesday: Intel and AMD   70 Vulnerabilities (SecurityWeek) ICS Patch Tuesday: New Security Advisories From Siemens, Schneider, CISA (SecurityWeek) Global Cyber Agencies Issue New SBOMs for AI Guidance to Tackle AI Supply Chain Risks (Infosecurity Magazine) Seedworm: Iran-Linked Hackers Breached Korean Electronics Maker in Global Spying Campaign (SECURITY.COM) 716,000 Impacted by OpenLoop Health Data Breach (SecurityWeek) Foxconn confirms cyberattack after ransomware crew claims it stole confidential Apple, Nvidia files (The Register) Congressman launches inquiry into how food retailers use surveillance pricing (The Record) Orbital Inference Data Center Bets On Space GPUs (IEEE Spectrum) Cowboy Space raises $275 million to launch AI data centers on brand-new rocket (Space.com) Yarbo responds to robot flaws that could mow down their owners (Malwarebytes) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation. Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet) Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge) WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired) Investor docs: Anthropic's revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ) Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYT) Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Market Mondays, we broke down Micron's incredible run and explained why MU continues to be one of the hottest plays in the AI boom. We also discussed TSM's dominance in the semiconductor space, AMD's next big move, and whether Apple can still maintain its position as one of the most important companies in the market.We also analyzed Robinhood's recent momentum and debated whether the IPO market is officially making a comeback. In addition, we discussed the most overrated market indicators investors rely on and highlighted several sectors we believe investors should stay away from in the current environment.To close the show, we covered Paul Tudor Jones' latest warning about the economy and had an important conversation about debt repayment, investing strategy, and how investors should navigate today's market conditions. This episode is packed with game, market insight, and long-term investing gems for every level of investor.#MarketMondays #Investing #Stocks #MU #TSM #AMD #Apple #Robinhood #StockMarket #AI #TechStocks #Finance #WealthBuilding #EarnYourLeisure #Trading #Investments #Business #WallStreet #InvestingTipsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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