Podcasts about amd

American multinational semiconductor company

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Dev Interrupted
Speed is the moat | AMD's Anush Elangovan

Dev Interrupted

Play Episode Listen Later Nov 18, 2025 52:21


In the race to define the future of AI, what's the one advantage that truly lasts? It's not proprietary tech, argues Anush Elangovan, VP of AI Software at AMD, but the sustainable speed of innovation. He explains why AMD is rejecting the "walled garden" model for its open source ROCm stack, betting that an open community flywheel is the key to victory. Listen to understand how this open strategy is designed to out-innovate closed systems by empowering developers to solve everything from frontier-model challenges to the mundane, everyday problems that define the "last mile" of AI.LinearB: Your AI productivity journey starts hereFollow 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(s):Follow Anush LinkedIn | XAMD ROCm Software: github.com/ROCmAMD Developer CloudLearn more at: amd.comOFFERS Start 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 LINEARB AI 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.

This Week in Tech (Audio)
TWiT 1058: Furry Little Potatoes - Smart Glasses & Everyday "Surveillance"

This Week in Tech (Audio)

Play Episode Listen Later Nov 17, 2025 201:50


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

This Week in Tech (Video HI)
TWiT 1058: Furry Little Potatoes - Smart Glasses & Everyday "Surveillance"

This Week in Tech (Video HI)

Play Episode Listen Later Nov 17, 2025 199:52


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

All TWiT.tv Shows (MP3)
This Week in Tech 1058: Furry Little Potatoes

All TWiT.tv Shows (MP3)

Play Episode Listen Later Nov 17, 2025 201:50


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

Radio Leo (Audio)
This Week in Tech 1058: Furry Little Potatoes

Radio Leo (Audio)

Play Episode Listen Later Nov 17, 2025 201:50


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

All TWiT.tv Shows (Video LO)
This Week in Tech 1058: Furry Little Potatoes

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Nov 17, 2025 199:52


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

Alles auf Aktien
Schamlose Schweizer und die neue Lieblingsaktie der Hedgefonds

Alles auf Aktien

Play Episode Listen Later Nov 17, 2025 23:21


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden.  Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ 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] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! 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

The Six Five with Patrick Moorhead and Daniel Newman
The Six Five Pod | EP 285: AMD's $100B Data Center Vision, SoftBank's $5B Nvidia Exit, Government Shutdowns and GPU Shortages

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Nov 17, 2025 61:12


On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AMD Financial Analyst Day Breakdown: AMD presents long-term growth projections with over 35% revenue CAGR. Pat & Dan discuss AMD's 10-15% GPU market share projection, emphasizing Lisa Su's track record of execution and credibility.    SoftBank's Strategic Repositioning: SoftBank sold its entire stake in Nvidia for $US5.83 billion ($8.9 billion). Masayoshi Son, Chairman of Japan's SoftBank Group plans to reallocate capital to OpenAI and other AI infrastructure investments. Hosts discuss the potential of ARM-based AI chip development.   Anthropic's Infrastructure Investment: New $50 billion data center construction commitment with FluidStack. Claude Code is driving significant revenue and a path to 2028 profitability. Comparison with OpenAI's infrastructure strategy and independence goals.   Cloud Infrastructure and Capacity Deals: Nebius secures $3 billion deal with Meta for GPU capacity. Meta's strategy of risk-sharing and outsourcing during demand peaks.   The Depreciation Debate: Patrick argues there's a 6-year depreciation period for GPUs based on historical usage patterns, citing continued use of A-, V-, and H-series GPUs. Questions are raised about reticle limits and performance scaling sustainability.   Government Shutdown Resolution: Senate votes to reopen government after 43-day closure, leaving in its wake and estimated $11 billion permanent economic loss and $16 billion in missed wages. Hosts break down the market's mixed response with AI sector concerns overshadowing the reopening.   Cisco Earnings Analysis: Beat on revenue and earnings with solid enterprise performance. AI infrastructure orders are expected to triple to $3 billion in 2026. Hyperscale AI orders are at $1.3 billion with a strong growth trajectory.   CoreWeave Market Position: Stock down 33% from three-month peak, but still up 16% over six months. Data center build-out delays appear to be impacting capacity and revenue projections.   Applied Materials Performance: Beat expectations despite revenue decline from the China market loss. Future growth potential from TSMC, Intel, and Samsung US expansion. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Radio Leo (Video HD)
This Week in Tech 1058: Furry Little Potatoes

Radio Leo (Video HD)

Play Episode Listen Later Nov 17, 2025 199:52


Meta's Ray-Ban Display glasses steal the spotlight on a Rome trip, triggering debates about privacy, wearable tech etiquette, and the uncomfortable power of recording the world through your eyewear. Plus, gadgets scanning your urine, bots shaping your inbox, and the future of Disney+! Counting Renaissance butts in Rome with the Meta Ray-Ban Display Jury says Apple owes Masimo $634M for patent infringement Google ordered to pay $665 million for anticompetitive practices in Germany Disney and YouTube TV reach deal to end blackout The future of Disney Plus could involve AI-generated videos X is finally rolling out Chat, its DM replacement with encryption and video calling Tim Cook could step down as Apple CEO 'as soon as next year' iPhone Pocket revealed in hands-on videos of new Apple accessory AMD continues to chip away at Intel's X86 market share — company now sells over 25% of all x86 chips and powers 33% of all desktop systems Google DeepMind is using Gemini to train agents inside Goat Simulator 3 George Lucas' narrative art museum opens next year in LA Spotify's new audiobook recap feature uses AI to remind you of the story so far PNG is back! 3 SeatGuru alternatives for finding the best airline seats What Are We Going to Do With 300 Billion Pennies? Withings Beamo Host: Leo Laporte Guests: Victoria Song and Christina Warren 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 shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/twit deel.com/twit zscaler.com/security helixsleep.com/twit ventionteams.com/twit

CLM Activa Radio
DIARIO EN MOVIMIENTO 17-11-2025 Resumen noticias 10-16 de noviembre

CLM Activa Radio

Play Episode Listen Later Nov 17, 2025 45:28


En el episodio 756 del podcast hago un resumen de la actualidad tecnológica más destacada de la semana. De nuevo OpenAI y Apple tiene mucho que decir mientras la crisis actual por la ciberseguridad sigue en un momento álgido debido a los continuos ataques que afectan a millones de empresas y usuarios. 10/11/25 OpenAI pide a la administración Trump ampliar los créditos fiscales de la Ley Chips para incluir los centros de datos de IA. 10/11/25 Apple prepara una nueva generación de funciones por satélite para el iPhone. 11/11/25 China flexibiliza las restricciones a la exportación de chips de Nexperia destinados a uso civil. 11/11/25 La Unión Europea estudia una posible prohibición de Huawei y ZTE en las redes móviles de sus Estados miembros. 11/11/25 Australia exigirá a las plataformas de streaming invertir al menos el 10 % en contenido local. 11/11/25 Apple pospone el lanzamiento del próximo iPhone Air ante la débil demanda del modelo actual. 12/11/25 OpenAI estudia lanzar herramientas de salud personal impulsadas por inteligencia artificial. 12/11/25 Microsoft invertirá 10.000 millones de dólares en un gran centro de datos de IA en Portugal. 12/11/25 Estados Unidos se enfrenta a una crisis de confianza en su ciberdefensa tras el debilitamiento de la CISA. 13/11/25 Un tribunal alemán falla contra OpenAI por infringir derechos de autor al usar letras de canciones en el entrenamiento de ChatGPT. 13/11/25 IBM presenta el chip cuántico “Loon” y fija el horizonte de las computadoras cuánticas útiles para 2029. I 13/11/25 Europa se inclina por otorgar a las telecos la mayor parte del espectro de 6 GHz en plena pugna con la industria del wifi. 14/11/25 AMD impulsa a los mercados con un agresivo plan de crecimiento en el sector de la IA. 14/11/25 Singapur acelera la tokenización financiera con pruebas de deuda digital y un marco legal para las monedas estables. 15/11/25 Tesla estudia integrar Apple CarPlay en sus vehículos, un giro significativo en su estrategia de software. 15/11/25 Apple rebaja al 15 % las comisiones para las miniaplicaciones dentro de la App Store. 16/11/25 Disney se prepara para una disputa prolongada con YouTube TV y alerta sobre el impacto en su negocio televisivo. 16/11/25 Google propone cambios en su tecnología publicitaria para satisfacer a la UE, pero evita vender parte del negocio. No dejes de suscribirte al podcast en tu plataforma favorita para escuchar cada mañana a las 7:00 (hora española peninsular) un nuevo episodio.

The Disciplined Investor
TDI Podcast: R2D2 – The Truth About AI (#947)

The Disciplined Investor

Play Episode Listen Later Nov 16, 2025 76:10


The Government is back open – is that a good thing? October's economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)

SpawnCast
Valve Steam Machine, Sony State of Play Japan, Metroid Prime 4 Previews, Dispatch | Spawncast #440

SpawnCast

Play Episode Listen Later Nov 16, 2025 90:54


Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Celia: https://x.com/CeliaBeee #Nintendo #Sony #Microsoft

Stripped by SIA
#254 - Confronting Whorephobia in the Adult Industry with AM Davies of YAS Work

Stripped by SIA

Play Episode Listen Later Nov 16, 2025 73:25


Returning guest, AM Davies of YAS Work and I chat about the implications within the sex work community. We explore the hierarchy that exists among different types of sex workers, the impact of coded language used by society and policymakers, and the challenges faced in securing funding for sex work advocacy. In this conversation, Steph Sia and AMD discuss various aspects of sex work, including the stale jokes surrounding it, the importance of autonomy and education, the complexities of empowerment, and the impact of whorephobia on society. They also touch on the need for professionalism in sex work, the importance of consultation and collaboration, and the relationship between pole dancing and whorephobia. The conversation emphasizes the need for recognition of the origins of dance and the importance of supporting sex workers.

Trading in the New Economy
This Isn't a Crash – It's the Valuation Reset We Needed

Trading in the New Economy

Play Episode Listen Later Nov 16, 2025 34:41


Recent volatility has a lot of investors asking whether this is the start of a crash. In this week's update I explain why, in my view, what we're seeing is better described as a valuation reset and change of character in the most expensive parts of the market, not the beginning of a major bear market. High PE technology and AI leaders have finally flinched, money is rotating into other sectors, and intraday swings have picked up. But earnings in the US remain broadly solid and there is still plenty of liquidity. The key is to understand what's really driving the moves so you can respond rationally, not emotionally. For the full experience, watch the YouTube video at https://www.youtube.com/watch?v=pv_HiRporDs

The Investing Podcast
Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Nov 14, 2025 25:04


Andrew, Ben, and Tom discuss what happened in yesterday's market, the bidding war for Warner Bros, portable mortgages, and the week ahead. Song: Kokomo - The Beach BoysFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

The Options Insider Radio Network
The Hot Options Report: 11-14-2025

The Options Insider Radio Network

Play Episode Listen Later Nov 14, 2025 14:24


HOST: Mark Longo, The Options Insider Mark Longo wraps up a wild trading week marked by extreme intraday whipsaw and soaring options volume. The VIX jumped and saw massive contract volume, while the indices (SPY, QQQ) reversed sharp early losses to close mixed. Get the full breakdown of the day's Hot Options, including explosive activity in Tesla (TSLA) and Nvidia (NVDA), plus the single names that dominated the tape, from AMD and Apple (AAPL) to BABA and MSTR. The Hot Options Report is brought to you by Quik Options. Learn more at http://TheHotOptionsReport.com.

HS Visio -podcast
Peter Sarlin: AMD vs Nvidia, salainen ase tekoälysodassa

HS Visio -podcast

Play Episode Listen Later Nov 14, 2025 40:38


Kun yhdysvaltalainen AMD halusi haastaa Nvidian tekoälymarkkinoilla, se osti suomalaisen Silo AI:n 614 miljoonalla eurolla. Syy oli yksinkertainen: AMD:n sirut olivat tehokkaita, mutta ohjelmistokerros jäljessä.Nyt Peter Sarlinin perustama Silo on AMD:n tuotekehityslaboratorio Euroopassa. ”Asiakkaat, jotka haluavat hyödyntää AMD:n laskentasuorittimia, autamme siinä että he saavat niistä mahdollisimman paljon irti, ja sen mukana tulee meidän ohjelmistokerros”, Sarlin kertoo HS Visio -podcastissa.”Meidän tiimi on nyt uniikissa positiossa siivittämässä AMD:ta eteenpäin. Samalla varmistamme, että maailmalla on vaihtoehto. On tärkeää, että ei käytetä vain yhden yrityksen suorittimia”, Sarlin sanoo.Pörssissä sijoittajat hermostuvat: teknologiajätit pumppaavat satoja miljardeja datakeskuksiin, mutta milloin tekoäly alkaa tuottaa oikeasti rahaa? Sarlin näkee asian toisin: "Tekoäly on mennyt joka puolelle. Tulevat aallot – lääketeollisuus, autot, kemia – ovat vasta tulossa."Kuuntele, miksi 39-vuotias teknologiavaikuttaja maksoi viime vuonna enemmän veroja kuin Microsoft Suomessa – ja miten hän rakentaa tekoälyn ekosysteemiä 222 miljoonalla eurolla.Studiossa toimittajat Alex af Heurlin ja Elina Lappalainen. Jakson leikkasi Jonne Piltonen.

Techmeme Ride Home
Valve Takes On Consoles And VR

Techmeme Ride Home

Play Episode Listen Later Nov 13, 2025 21:21


Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets “warmer.” Cursor's new raise means it has 10x'd its valuation in the span of a year. And we're one step closer to your phone completely replacing your wallet. Valve brings back Steam Machine and Steam Controller — hands-on with Valve's new AMD-based living room gaming hardware (Tom's Hardware) The Steam Frame is a surprising new twist on VR (The Verge) Microsoft to Use OpenAI's Custom Chip Work to Help In-House Effort (Bloomberg) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options (The Verge) The AI Coding Startup Favored by Tech CEOs Is Now Worth $29.3 Billion (WSJ) Apple launches Digital ID, a way to carry your passport on your phone for use at TSA checkpoints (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

FYI - For Your Innovation
Curing Hair Loss With Sean McClain

FYI - For Your Innovation

Play Episode Listen Later Nov 13, 2025 54:18


In this episode, ARK's Cathie Wood and Brett Winton sit down with Sean McClain, Founder and CEO of AbSci, to explore how generative AI is reshaping drug discovery, development timelines, and clinical costs. Sean walks through real-world examples of AI-designed antibodies—such as AbSci's breakthrough HIV antibody and a regenerative treatment for hair loss—and explains how these platforms are helping unlock previously “undruggable” biology.They discuss AbSci's Phase 2-ready hair growth antibody (BS201), the company's partnerships with Caltech and AMD, and why the FDA's evolving embrace of AI could accelerate the end of animal testing. The conversation closes with a forward-looking discussion on the role of regenerative medicine in longevity—and why AI drug discovery might just pull biotech out of its multi-year bear market.Key Points From This Episode:(00:00:00) How AbSci uses generative AI to design antibodies from scratch(00:02:42) HIV, ion channels, and the promise of targeting "undruggable" biology(00:06:28) AbSci's BS201 drug for hair regrowth: mechanism, speed, and cost advantages(00:13:20) Clinical timeline: From concept to Phase 2 readout in 3.5 years(00:15:34) Bringing costs down: $100–150M vs. the industry average of $2.4B(00:17:36) Why AI enables “keys designed for specific locks” in drug targeting(00:22:58) What AbSci's models are trained on—and how prompts work in drug inference(00:25:32) The future of clinical testing: AI replacing animal models(00:36:43) Sarcopenia, strength loss, and regenerative approaches to aging(00:48:10) BS201 as a long-acting pulse therapy—and how it compares to transplants

The Options Insider Radio Network
The Hot Options Report: 11-12-2025

The Options Insider Radio Network

Play Episode Listen Later Nov 13, 2025 10:26


HOST: Mark Longo, The Options Insider This episode covers major indices performance, including S&P, Nasdaq, Dow, and individual highlights of VIX, SPY, SPX, small caps, and the QQQs. It also delves into major single-name equities options trading, featuring companies like Amazon, SoFi, Apple, Meta (formerly Facebook), Palantir, Tesla, AMD, CTRA, OPEN, and Nvidia.  Run your own options report at TheHotOptionsReport.com.  

The Options Insider Radio Network
The Hot Options Report: 11-13-2025

The Options Insider Radio Network

Play Episode Listen Later Nov 13, 2025 13:30


HOST: Mark Longo, The Options Insider This show covers significant activity in VIX, SPY, SPX, and small caps, among others, on a market downturn day. Key statistics such as volumes and average daily volumes (ADV), are discussed for the most active equity options for the day (TSLA, NVDA, PLTR, AMD, AAPL, INTC, SOFI, AMZN, MSTR, META). Go to TheHotOptionsReport.com for more options information.

The Options Insider Radio Network
The Hot Options Report: 11-12-2025

The Options Insider Radio Network

Play Episode Listen Later Nov 13, 2025 10:26


HOST: Mark Longo, The Options Insider This episode covers major indices performance, including S&P, Nasdaq, Dow, and individual highlights of VIX, SPY, SPX, small caps, and the QQQs. It also delves into major single-name equities options trading, featuring companies like Amazon, SoFi, Apple, Meta (formerly Facebook), Palantir, Tesla, AMD, CTRA, OPEN, and Nvidia.  Run your own options report at TheHotOptionsReport.com.  

Investing Experts
AI spending surge, contrarian take on tech stocks

Investing Experts

Play Episode Listen Later Nov 13, 2025 40:06


Tech Contrarians explains the market's AI obsession, and why fears of a bubble might be premature (1:00). OpenAI's spending spree (3:20). Big tech's CapEx surge and what it signals about market anxiety (5:40). Red flags may indicate short-term supply chain hiccups not AI collapse (8:00). AI bubble or deflation? Mid-2026 more likely for major corrections (10:15). AMD, Nvidia & Broadcom (15:30). Intel's turning point (25:40). Why data storage and HBM memory are long-term AI plays (33:50). Opportunities outside AI (36:00).Episode TranscriptsShow Notes:AMD: OpenAI Got A Bargain - I Wouldn't Hold Into EarningsTaking Profits For Yield And Growth With David Alton ClarkMichael Burry to shut down hedge fundRegister for Top Income & AI Growth Stocks Worth Watching: https://bit.ly/4ifR7PPFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Retina Synthesis
Intravitreal Gene Therapy for Neovascular AMD

Retina Synthesis

Play Episode Listen Later Nov 13, 2025 19:49


We discuss  the early results of gene therapy of neovascular AMD by intravitreal administration of the vector with Dr. Glenn Yiu, Professor of Ophthalmology, University of California, Davis.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Shortseller schließt Strategy-Position” - AMD, Foxconn, On, Circle, Infineon & AON

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Nov 13, 2025 13:54


Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. AMD will stärker wachsen, Infineon ist optimistisch und Foxconn verdient mehr als gedacht - der KI sei jeweils Dank. On wächst besonders stark in Asien, RWE überzeugt und Bayer spart gut. Ledger will an die Börse, Coinbase nicht kaufen und Circle enttäuscht. 70-Mrd.-$-Konzern AON (WKN: A2P2JR) verkauft nicht selbst Versicherungen, sondern vermittelt Kunden die passende Versicherung von anderen Firmen. Heißt: Risiko niedrig, Umsätze stabil. Ein Shortseller hat seit Ende 2024 gegen Strategy (WKN: 722713) gewettet. Jetzt hat er die Position geschlossen. Probleme hat der Konzern, der gerne eigene Aktien verkauft und Bitcoins kauft, trotzdem. Diesen Podcast vom 13.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: ON's Big Run, AI's Big Questions & STI's Record Climb

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Nov 13, 2025 22:49


Swiss sneaker-maker On, chip giant AMD, Cisco Systems, and local names like ComfortDelGro, ST Engineering, AEM, Food Empire, JB Foods, and Seatrium take centrestage, as markets react to blockbuster guidance upgrades and renewed AI optimism. We break down what’s driving the surge in On’s sales, the key soundbites from AMD’s Lisa Su, and Cisco’s profit engine. Plus -UP or DOWN verdicts across Singapore corporates as the STI hits fresh records led by Jardine Matheson and Hongkong Land. And in the “Last Word,” a mall becomes a theme park as Netflix launches “Netflix House.” All that and more - hosted by Michelle Martin with Ryan Huang.See omnystudio.com/listener for privacy information.

GREY Journal Daily News Podcast
Is the AI Stock Surge a Bubble or a Boom?

GREY Journal Daily News Podcast

Play Episode Listen Later Nov 13, 2025 4:32


AI stocks have experienced volatility, with companies like Nvidia, Oracle, Palantir, CoreWeave, and Snowflake at the forefront. The MAGS ETF dropped nearly five percent since late October, while capital spending on AI infrastructure increased. Nvidia announced up to $100 billion in investments in OpenAI, Broadcom and AMD secured major AI chip deals, and CoreWeave expanded its AI cloud services. Palantir and Snowflake outperformed in data management, while Salesforce, ServiceNow, Adobe, Workday, and HubSpot saw declines. OpenAI launched new products and reached a $500 billion valuation. Cloudflare, CrowdStrike, and Arista Networks advanced in their sectors. Meta invested in Scale AI and shifted its AI strategy, while Apple developed new AI features for Siri. The industry is transitioning from training AI models to running applications, with investors monitoring risks and opportunities.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

On The Tape
Deirdre Bosa: You Can't Ignore How Little China Spends on AI CapEx

On The Tape

Play Episode Listen Later Nov 12, 2025 22:15


Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and Chinese AI CapEx spending, drawing on insights from a Bloomberg tweet thread. The conversation highlights China's commoditization strategy in AI and its implications for US-China tech competition. They also scrutinize tech companies like Core Weave, Meta, and AMD, examining their financial strategies, AI ambitions, and market performance. The challenges of power constraints, valuation concerns, and investor sentiment shifts in the AI and tech sectors are thoroughly explored. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Today on the AI Daily Brief, NLW covers two stories that may signal a major shift in the AI landscape: Yann LeCun's departure from Meta and Dr. Fei-Fei Li's new argument that spatial intelligence and world models—not just LLMs—will define the next era of AI, exploring what world models actually are, why some researchers think they're essential for robotics, science, and creativity, and how this connects to Meta's internal reorg. Plus in the headlines: Eleven Labs' celebrity voice marketplace, SoftBank's Nvidia liquidation, AMD's push to challenge Nvidia, Blue Owl's $3B Stargate investment, and the surprising surge in Meta AI traffic.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - ⁠⁠⁠⁠⁠⁠⁠https://rovo.com/⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

Squawk Pod
AMD's Lisa Su on AI Chips & Shaun White's Snow League 11/12/25

Squawk Pod

Play Episode Listen Later Nov 12, 2025 48:53


Advanced Micro Devices is betting big on AI. CEO Lisa Su discusses AMD's latest earnings, the company's $100 billion data center chip target, and its partnership with OpenAI. She shares her outlook on AI demand, export controls, and the competitive landscape in the AI arms race. Then, Olympic gold medalist and The Snow League co-founder Shaun White explains his new professional snowboarding and free-skiing league and the future of winter sports. Plus, airlines warn flight cancellations may continue even after the government shutdown ends, and the White House is considering a rule that could upend shareholder voting by limiting the power of proxy advisers and index fund giants. Lisa Su - 15:21Shaun White - 42:07 In this episode:Lisa Su, @LisaSuShaun White, @ShaunWhiteBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
SOTS 2nd Hour: Delta CEO Talks Shutdown, Jefferies Chief Market Strategist, Bostic Retires & Anthropic News 11/12/25

Squawk on the Street

Play Episode Listen Later Nov 12, 2025 43:27


Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices... Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta.  Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpawnCast
Our Reactions To That Sony State of Play Japan | ClickR3 #35

SpawnCast

Play Episode Listen Later Nov 12, 2025 159:02


Check out the Spawncast Network: https://www.patreon.com/Spawncast Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave #Sony #PS5

The Full Nerd
Episode 373: New Steam Machine, Ryzen Market Share, PCWorld Best Of 2025 & More

The Full Nerd

Play Episode Listen Later Nov 12, 2025 130:40


Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang covers all of Valve's new announcements including the Steam Machine and Steam Controller 2, AMD's recent earnings call pointing out how successful Ryzen has been, breaking down the Best of 2025 picks from PCWorld staff members, and so much more. And of course we answer your questions live! Links: - Steam Machine: https://www.theverge.com/tech/818111/valve-steam-machine-hands-on-preview-specs-announcement - Ryzen roadmap: https://www.pcworld.com/article/2968903/amd-confirms-zen-7-cpu-plans-offers-look-at-gpu-npu-roadmap.html - Record Ryzen sales: https://www.pcworld.com/article/2962359/amd-sees-its-record-cpu-sales-continuing.html - PCWorld best of 2025: https://www.pcworld.com/article/2965913/the-best-pc-hardware-and-software-of-2025-2026.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/WWnEzTDhw Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup =============

The Investing Podcast
Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Nov 12, 2025 20:19


Andrew, Ben, and Tom discuss Bessent's latest comments on tariffs, AMD reenergizing data center interest, and the US Navy considering a temporary base near Gaza. Song: Pinball Wizard - The WhoFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

FactSet Evening Market Recap
Evening Market Recap - Wednesday, 12-Nov

FactSet Evening Market Recap

Play Episode Listen Later Nov 12, 2025 4:58


US equities finished mixed in Wednesday afternoon trading, and off best levels, with the Dow Jones and S&P500 closing up 68bps and 6bps respectively, while the Nasdaq closed down 26bps, in another session characterized by better breadth. AI sentiment helped by positive AMD analyst day takeaways and Foxconn earnings, though a number of big tech names were soft. Fedspeak for the day included Atlanta's Bostic noting he favors keeping funds rate steady until clearer evidence inflation moving lower, and Miran again noted his preference for a 50 bp December cut. Treasury's $42B 10-year note auction tailed by 0.6 bp with the lowest bid-to-cover since August of 2024.

TD Ameritrade Network
AMD's Bullish Guidance & Investor Patience Amid A.I. Infrastructure Race

TD Ameritrade Network

Play Episode Listen Later Nov 12, 2025 7:33


After what Marley Kayden called a "digestion period" for investors, AMD Inc.'s (AMD) stock rallied Wednesday after CEO Lisa Su shared bullish guidance at the company's first analyst day in years. Su expects AMD to capture a "double-digit" share of a "$1 trillion" data center business by 2030 and expects 35% revenue growth in the next three to five years. However, as Marley explains, the company's OpenAI deal and A.I. spending remained key questions for analysts.======== 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

TD Ameritrade Network
Analysts Bullish on AMD Outlook, Questions Surround OpenAI Deal

TD Ameritrade Network

Play Episode Listen Later Nov 12, 2025 7:24


AMD Inc. (AMD) rallied 10% in the first hour of Wednesday's trading session after CEO Lisa Su made comments on guidance at the company's analyst day that many investors and analysts alike saw as bullish. Marley Kayden talks about the slew of price target hikes for AMD surrounding the chipmaker's long-term revenue expectations. Some raised questions around AMD's deal with OpenAI. Prosper Trading Academy's Scott Bauer calls the announcements and the stock rally "too perfect," offering a bearish example options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

TD Ameritrade Network
Shutdown Latest, AMD Pop, Watching U.S./Vietnam Trade Deal Updates

TD Ameritrade Network

Play Episode Listen Later Nov 12, 2025 7:11


Kevin Green kicks off Morning Movers with a look at market activity as optimism mounts that the government shutdown bill could pass the House of Representatives later tonight. KG points to the health care and energy sectors as ones to watch. On the stock front, he looks at the move in AMD Inc. (AMD) following the company's analyst day. KG discusses the chipmaker's updated data center guidance and growth targets for the next several years. For Oklo Inc. (OKLO), he looks at the nuclear energy stock's wider-than-expected loss alongside fundamental sentiment for the space. On the S&P 500 (SPX), KG is looking at 6905 for upward resistance and 6850 for downside support. He cautions investors to look out for possible trade deal announcements, saying Vietnam could be one to watch.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Daily Stock Picks

The Black Friday sales are live - Get the "Gary Bundle" with Trendspider (the best charting program out there) and the Seeking Alpha Bundle that includes both Premium and Alpha Picks. Get both for around $1,000 and start using the tools I have shown you for years now! The savings add up to around $1,000! DON'T WAIT.The show highlight is where I use Sidekick to evaluate $AMAT earnings - is it worth the risk? Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - BLACK FRIDAY SALE - UP TO 70% OFF - up to 52 training sessions INCLUDED ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Spotlight on Migraine
Working With Migraine: Managing Your Career, Health, and Hard Decisions

Spotlight on Migraine

Play Episode Listen Later Nov 12, 2025 32:54


Living with migraine can affect every part of your professional life — from productivity and job performance to long-term career goals. In this episode of Spotlight on Migraine, host Molly O'Brien speaks with clinical psychologist and researcher Dr. Dawn Buse to explore how migraine can impact work, identity, and ambition. Together, they discuss when and how to disclose migraine in the workplace, what accommodations may help you keep your job, and how to navigate the complex emotions that arise when migraine forces a change in your career path. This conversation goes beyond managing attacks and focuses on communication, self-advocacy, emotional resilience, and redefining success while living with migraine. Read the transcript at migrainedisorders.org/podcast/s7ep7-migraine-and-work/ *The contents of this video are intended for general informational purposes only and do not constitute professional medical advice, diagnosis, or treatment. Always seek the advice of a physician or other qualified health provider with any questions you may have regarding a medical condition. AMD does not recommend or endorse any treatment, products, or procedures mentioned. Reliance on any information provided by this content is solely at your own risk.

VG Daily - By VectorGlobal
¿Endeudarse medio siglo o invertir en el futuro?

VG Daily - By VectorGlobal

Play Episode Listen Later Nov 12, 2025 19:26


En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan la polémica propuesta de crear hipotecas a 50 años en Estados Unidos, una idea impulsada recientemente en el ámbito político con la promesa de aliviar los pagos mensuales, pero que despierta fuertes críticas por el costo total en intereses y el riesgo de perpetuar la falta de acceso a vivienda.En la segunda parte, el foco pasa al mundo de la inteligencia artificial, con los movimientos de AMD y Foxconn. Analizamos cómo la CEO de AMD, Lisa Su, proyecta crecer su negocio de data centers, y cómo Foxconn que históricamente dependiente de Apple, empieza a transformar su modelo, con los servidores de IA representando ya el 41% de sus ingresos y superando por primera vez al negocio de smartphones.Un episodio que conecta dos caras del presente económico: de los hogares que buscan crédito más barato a las corporaciones que apuestan por la próxima revolución tecnológica.

Bloomberg Daybreak: US Edition
House to Return for Shutdown Vote; Trump to Host Finance CEOs at White House

Bloomberg Daybreak: US Edition

Play Episode Listen Later Nov 12, 2025 15:37 Transcription Available


On today's podcast:1) The US House of Representatives will be back at work Wednesday for the first time in 53 days to vote on a bill that would end the longest government shutdown record. The legislation would relieve the sharpest pain points, including delayed SNAP benefits, air travel chaos and government worker furloughs. But it won’t address the main trigger for the shutdown: the expiration of Obamacare premium subsidies that prompted Democrats to block a government funding bill in the first place. The small group of centrist Democrats who broke ranks with their party to end the shutdown won a promise from Senate Majority Leader John Thune that he’ll allow a vote on extending the subsidies - but no guarantees are in place. While some moderate Senate Republicans want to see the subsidies extended with conditions, like an income cap or minimum monthly payment, leading GOP voices on health-care policy are starting to pitch on alternative plans.2) President Trump will host financial industry executives for dinner Wednesday at the White House, according to two officials familiar with the plans, the latest effort by the administration to bring the country’s business elite behind his policies. JPMorgan Chase & Co. CEO Jamie Dimon is among the attendees, one of the officials said, speaking on condition of anonymity to detail the president’s plans. Nasdaq’s Adena Friedman was also among the chief executive officers invited, along with Goldman Sachs Group’s David Solomon, BlackRock’s Larry Fink and Morgan Stanley’s Ted Pick, according to people briefed on the event. The dinner comes as Trump faces rising political pressure on the economy and affordability — issues that anchored Democratic electoral wins in New Jersey and Virginia last week.3) Advanced Micro Devices - Nvidia's closest rival in AI chips - predicts accelerating sales growth over the next five years, driven by strong demand for its data center products. Annual revenue growth will average more than 35% over the next three to five years, Chief Executive Officer Lisa Su said Tuesday at a company event in New York. AMD’s AI data center revenue will increase by an average of 80% over the same period, she said. The stock rallied in extended trading Tuesday after executives also said adjusted profit will reach more than $20 a share and operating margin will exceed 35% in that time frame. AMD updated investors on its long-term outlook amid increasing concern that the massive spending on new computer systems for artificial intelligence work can’t continue at the current elevated levels.See omnystudio.com/listener for privacy information.

Closing Bell
Closing Bell: AI Under the Microscope 11/11/25

Closing Bell

Play Episode Listen Later Nov 11, 2025 43:19


A flurry of AI headlines have investors talking today. Deirdre Bosa breaks all of those down for us – and we discuss with our panel Trivariate's Adam Parker, New York Life Investment's Lauren Goodwin and JPMorgan's Jordan Jackson. Plus, of all the mega-cap companies dolling out hundreds of billions in cap-ex, Apple has escaped much of that scrutiny. The company has often been criticized for being late to the AI party… but could that be a blessing in disguise? We break that down with Steve Kovach and Big Technology's Alex Kantrowitz. And, AMD held its first analyst day in years. We run through the biggest headlines and what it could mean for the stock.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Options Insider Radio Network
The Hot Options Report: 11-11-2025

The Options Insider Radio Network

Play Episode Listen Later Nov 11, 2025 12:00


HOST: Mark Longo, The Options Insider Get FREE options data at: TheHotOptionsReport.com In this episode, Mark reviews the day's trading activity in the options market for November 11. Key highlights include a mixed market performance with notable trading volumes in VIX, SPY, SPX, and IWM. Single name stocks like SMCI, Rivian, Pfizer, Palantir, Open, AMD, Core Weave, Apple, Tesla, and Nvidia are discussed with details on active options contracts and pricing. 

TD Ameritrade Network
Options Corner: AMD "Passively Bullish" Trade

TD Ameritrade Network

Play Episode Listen Later Nov 11, 2025 5:21


Rick Ducat tackles the technicals on AMD's (AMD) chart as shares have attempted to muscle back some of its recent selling action. Rick identifies the momentum and moving average studies that show signs of support during its recent downtrend after falling from all-time highs. Rick indicates significant trading volume near its standard +1 deviation. Tom White later swings by with an example options trade, demonstrating a put vertical trade using the Nov. 21 expiry date. He calls it a "passively bullish" type of trade.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

SURVIVING HEALTHCARE
390. DMSO TRANSFORMS EYE TREATMENT

SURVIVING HEALTHCARE

Play Episode Listen Later Nov 11, 2025 49:29


A summary of "A Midwestern Doctor's (AMD's)" phenomenal recent post.Support the show

On The Tape
The AI Arms Race: Capital Flows & Billion-Dollar Bluffs with CNBC's Deirdre Bosa + Shanon Murphy of iConnections

On The Tape

Play Episode Listen Later Nov 10, 2025 66:23


Dan Nathan and Deirdre Bosa discuss recent developments in the tech and AI sectors on the Risk Reversal podcast. Deirdre returns after a three-month maternity leave to a significantly changed market landscape, with the NASDAQ up 14% and the S&P 500 up 10%. The conversation focuses on the rapid growth and potential bubbles in the AI market, including emerging threats from Chinese AI models and the competition between leading tech companies like Nvidia, Google, AMD, and OpenAI. They also explore specific deals, such as Apple's new arrangement with Google to power Siri and Snap's collaboration with Perplexity. The episode touches on the economic impact of AI, the ongoing US-China AI race, and investor sentiments. The upcoming challenges and opportunities in the AI sector, both in the US and China, are considered in-depth, alongside broader market implications. After the break, Dan and Guy are joined by Shanon Murphy, Head of Research at iConnections. Shanon shares her journey from academia to Wall Street, and eventually to iConnections, discussing her unique background in theology and its impact on her approach to behavioral finance. The conversation delves into the iConnections platform, which facilitates connections between asset allocators and capital seekers through innovative technologies, including AI. Shanon provides insights into the significant capital flows observed within the platform, driven by evolving market conditions and strategies. The episode also highlights the platform's global reach and growing interest in diverse investment opportunities across various regions. Show Notes Deutsche Bank explores hedges for data centre exposure as AI lending booms (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

The Disciplined Investor
TDI Podcast: The Emperor's Clothes Again (#946)

The Disciplined Investor

Play Episode Listen Later Nov 9, 2025 56:23


The Emperor New Clothes - looks familiar. A closer look at valuations Tariffs under fire - Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com  - Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay's investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals. Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)