Podcasts about amd

Meta secured a deal with AMD that shows that all roads do not lead to Nvidia, and Dan Campos tells us about Mexico's use of robot dogs for security.Starring Jason Howell, Tom Merritt and Dan Campos.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Trumps Netflix-Forderung, Angst vor einem historischen Cut bei OpenAI und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Netflix, BASF, Bayer, Evonik, Amazon, Microsoft, Anthropic, Nvidia, Crowdstrike, Cloudflare, TEQ - Disruptive Technologies (WKN: DNA10X), TEQ - General Artificial Intelligence ETF (WKN: A41AXG), Xtrackers Artificial Intelligence & Big Data (WKN: A2N6LC), Invesco EQQQ Nasdaq 100 ETF (WKN: 801498), Caterpillar, AMD, ASML, TSMC, Trane Technologies, Dycom Industries, Vertiv, Eaton, SentinelOne, Lumentum und MongoDB. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts 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. Der Börsen-Podcast 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

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

Powering AI 2.0 is no longer just a technology story — it's an energy and infrastructure story reshaping capital markets and the global economy. As artificial intelligence scales from training to real-world inference, electricity demand is accelerating at a pace few anticipated.In this episode of The Bid, host Oscar Pulido is joined by Will Su from BlackRock's Fundamental Equities Group to examine how Powering AI 2.0 is transforming utilities, natural gas markets, renewables, and nuclear power. With data centers expanding rapidly and gigawatt-scale facilities coming online, the AI build-out is driving a structural shift in U.S. electricity demand after more than a decade of stagnation.Will explains why the energy sector sits at the center of AI investing. From the rise of “bring your own power” models to the growing role of natural gas as a dispatchable, scalable fuel source, the infrastructure required to support AI represents one of the largest capital investment cycles in modern history. The conversation also explores renewables, battery storage, and nuclear power — including the limits of restarts and the long timeline for new reactor construction.Key moments:00:00 Introduction Power Is Knowledge: AI's Exponential Energy Appetite02:31 From Tokens to ‘Yottaflops': Why Smarter Models Need More Electricity05:04 Training LLMs vs. Inference: The Next Wave of AI Power Demand06:45 Data Centers at City Scale: How Big Is the Load?11:15 Bring Your Own Power (BYOP): Why Natural Gas Is Back in Focus16:04 Renewables Reality Check: Solar Momentum, Wind Headwinds, and Batteries19:14 Nuclear's Comeback - Restarts Now, New Builds Later21:26 Can AI Beat Humans at Investing? Man + Machine as the Edge23:33 Wrap-Up, What's NextKey insights from this episode:· Why natural gas has emerged as a key “here and now” fuel for AI infrastructure· How renewables and battery storage fit into the AI electricity mix· The long-term outlook for nuclear power and reactor construction· What “bring your own power” means for hyperscalers and utilities· How electrification and reshoring intersect with AI investing· Why the relationship between compute and energy is reshaping stock market trendsPowering AI 2.0, AI investing, infrastructure, capital markets, energy transition, utilities, stock market trends, megaforcesSources: “From CES 2026 to Yottaflops: Why the AMD Keynote Highlights a Turning Point for AI Compute”, AMD 2026; “The Industrial Revolution, coal mining, and the Felling Colliery Disaster”, Lancaster University, 2026; Bureau of Economic Analysis data 2026; “Stargate's First Data Center Site is Size of Central Park, With At Least 57 Jobs”, Bloomberg 2026; “Energy Demand from AI”, IEA 2026; “Scaling bigger, faster, cheaper data centers with smarter designs”, McKinsey 2025; EEI 2024 Review; “Data Centers Ditching the Power Grid, Mark Carney's Viral Speech, and Some Joy”, Clearview Energy; “2024 North American Energy Inventory”, IER;This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The options tape was scorching this Friday as we wrap up a dense week of trading. Host Mark Longo breaks down a massive session where it took over 714,000 contracts just to crack the Top 10. From Nvidia's staggering volume at the $190 strike to Alphabet's 4% rally that erased its yearly losses, we analyze the biggest movers in the game. We dive deep into the intraday volatility of Micron, the "untamed beast" of 2026, and track the heavy flow in Tesla's $415 calls. Whether you're tracking Palantir, AMD, or Microsoft, we highlight where the smart money was sweating and where the premium buyers got burned at the close. In this episode: The Top 10 Countdown: A breakdown of the most active underlying products today. Winner of the Day: How Alphabet (GOOGL) bulls capitalized on the $310 calls. The Nvidia Monster: Analyzing the 515,000 contracts traded at the $190 strike. Weekly Recap: Insights from the Volatility Death Match and what's next for the crypto and equity markets.

Cette semaine : Xenoblade Chronicles X: Definitive Edition sur Swtich 2, gros patch pour Avowed, State of Play - le plein de jeux PS5, Bytedance pourrait vendre Moonton pour 7 milliards de dollars, du drama chez Bazzite, Ardour passe en version 9, Tipper - Cloaked, une bonne nouvelle : AMD continue de monter en part de marché, RAMpocalypse : CXMT & YMTC : la porte s'ouvre sur les US, RAMpocalypse : les disques durs magnétiques également impactés, le Steam Deck n'est pas épargné par les pénuries, et les consoles ? c'est la sauce aussi… Lisez plutôt Torréfaction #362 : Patchs pour Xenoblade Chronicles X et Avowed, décorticage du State of Play Sony et la (grosse) météo côté RAMpocalypse avec sa vraie mise en page sur Geekzone. Pensez à vos rétines.

On today's episode of The Hot Options Report, Mark Longo breaks down a unique session where volume wasn't "explosive," but the nature of the flow was certainly "weird and wild." From a massive influx of deep-in-the-money (ITM) puts to the "Petroleum Div Day" dominating the energy sector, we're dissecting the tape to see where the big money is moving. On the Docket Today: The Dividend Play: Why Shell (SHEL) and BP hit the top 10 with massive in-the-money call action. Crypto & MSTR: MicroStrategy catches a bid—is the $4.00 premium for the 130 calls a smart play or a sacrifice to the crypto gods? The Deep ITM Put Mystery: Unusual heavy put flow in AMD, Palantir (PLTR), and Amazon (AMZN). The Big Three: Breaking down the late-session fades in Apple (AAPL), Microsoft (MSFT), and Tesla (TSLA). Nvidia (NVDA): Sitting at the #1 spot on light volume—can it threaten the 190 strike before the week is out?

The Vol Death Match Hangover: Micron Rallies While Zero-Day Sellers Feast One day after the legendary Vol Death Match 2.0, the options tape is heating up with massive moves in semi-conductors and a heavy dose of 0DTE (Zero Days to Expiration) risk harvesting. In this episode of the Hot Options Report, Mark Longo breaks down the top 10 most active names dominating the tape, including a wild 33% year-to-date run for Micron (MU) and the "artist formerly known as Facebook" showing resilience despite regulatory headlines. On Today's Countdown: The Semi Surge: Why Micron is the talk of the tape after a $21 leap and what it means for those $420 calls. Big Tech Breakdown: Analyzing the flow in Meta, Apple (AAPL), and Amazon (AMZN) as Warren Buffett trims his stakes. The 0DTE Game: Are traders getting bold? We look at the massive selling of near-dated premium in Microsoft (MSFT), Tesla (TSLA), and Nvidia (NVDA). Dark Side Activity: Why the $195 Puts were the "Hot Option" in AMD today. Dividend Distortions: A deep dive into the massive volume spike in DHT Holdings. Check out the Data: Run your own reports and kick the tires on the best data in the biz at https://www. HotOptionsReport.com. Go Pro: Want to see the Vol Death Match 2.0 replay? Visit https://www. TheOptionsInsider.com/Pro to join the community.

Next-gen investing experts Julia Ostian, Jack Bowman, and Kenio Fontes share their investment strategies (0:30) Rare earths and precious metals (2:20) Amazon, Apple, AMD and tech - concerns and excitement (9:00) Portfolio allocations (41:00)Show Notes:Nvidia Q4: Why Even A Record 'Beat' Could Sink The StockThe Mag 7 Hit A Critical LevelNot A Bear Market Yet, But It's Already A Stock Picker's DreamHigh Conviction Ideas With Next Gen InvestorsEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The Information's Sri Muppidi talks with TITV Host Akash Pasricha about OpenAI finalizing its massive $100 billion funding round and what the new Series C structure means for a 2026 IPO. We also talk with Ann Gehan about Hungryroot's potential public offering and the resurgence of high-quality consumer IPOs, Avery Marquez about the "race to go public" between AI titans, and we get into AMD's strategic financial backstop for Crusoe with Miles Kruppa. Finally, we discuss the "SaaS is dead, long live SaaS" shift with Dallas Dolen from PwC.Articles discussed on this episode: https://www.theinformation.com/articles/openai-finalizing-first-commitments-100-billion-mega-roundhttps://www.theinformation.com/articles/hungryroot-posts-55-revenue-growth-eyes-potential-2026-ipohttps://www.theinformation.com/articles/amd-backstop-300-million-crusoe-loan-following-nvidia-playbookSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Market Sentiment - what is it? How can you measure it? This is why good stocks get taken down and present a great "buy the dip", but when should you buy? Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $75 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang is testing out a new remote streaming solution so we decided to do an all Q&A episode. And of course we answer questions live! Links: - Steam Deck out of stock: https://www.pcworld.com/article/3059692/the-steam-deck-is-out-of-stock-at-the-worst-possible-time.html - Discord is cooked: http://pcworld.com/article/3059670/discord-is-cooked-users-are-jumping-ship-and-seeking-alternatives.html - AMD desktop market share: https://www.pcworld.com/article/3058885/amd-surges-10-percent-in-desktop-pc-share.html - 5090 catches fire: https://www.pcworld.com/article/3058558/watch-this-rtx-5090-burst-into-flames.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall @WillSmith Learn more about your ad choices. Visit megaphone.fm/adchoices

Drs. Kat Talcott and Nita Valikodath join for a journal club episode discussion of three recent publications:‍ ‍ ‍ ‍Hemorrhagic PVD Follow-Up (https://www.aaojournal.org/article/S0161-6420(25)00791-2/fulltext)‍ ‍GLP-1 Agonists and AMD (https://www.ophthalmologyretina.org/article/S2468-6530(25)00597-4/abstract)‍ ‍Preoperative Anti-VEGF for Diabetic Vitrectomy (https://www.ophthalmologyretina.org/article/S2468-6530(25)00600-1/abstract)‍ ‍

Our episode takes us from dormitories in Dubai to data centres in Seattle as investors navigate a market that feels both ambitious and anxious. Centurion Corp eyes Middle East expansion as Amazon stumbles, AMD faces scepticism, and Anthropic rides a post-Super Bowl surge - all while the STI flirts with the 5,000 mark. In this episode, hosted by Michelle Martin with Ryan Huang, we unpack Centurion’s “baby steps” into migrant housing demand across the Gulf. US markets pause but remain jittery, with AI reshaping sentiment around Amazon, AMD and Palo Alto Networks. Corporate earnings from Walmart and DoorDash add to the week’s catalysts as India hosts the AI Impact Summit featuring Microsoft and Anthropic. Back home, Yangzijiang Shipbuilding and Keppel Corp outperform while DBS lags the STI.Plus, in UP or DOWN, we size up GuocoLand’s movies and whether Anthropic’s marketing momentum signals something bigger. Hear about:Centurion Corporation, Amazon, AMD, Anthropic, Microsoft, Palo Alto Networks, DoorDash, Walmart, GuocoLand, Yangzijiang Shipbuilding, Keppel Corp, DBS.See omnystudio.com/listener for privacy information.

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

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

Tony: -Division 1 Definitive edition is not a remake: https://www.ign.com/articles/the-division-definitive-edition-quietly-launches-but-its-not-the-remaster-some-had-hoped-for -Baldur's Gate turning into a show: HBO is turning Baldur's Gate into a TV show -BL4 is not likely on Switch 2: https://www.neonlightsmedia.com/blog/borderlands-4-switch-2-port-paused Jarron:  -GOG working on native Linux support: GOG is already working on native Linux support -Steam Machine may not be out for a bit longer with increased pricing: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing -Next Gen Xbox coming out next year? AMD hints Microsoft could launch its next-gen Xbox in 2027 -Switch is Nintendo's best-selling console of all time: The Switch is Now Nintendo's Best-Selling Console of All Time -Co-op Horizon game announced https://blog.playstation.com/2026/02/05/announcing-horizon-hunters-gathering-guerrillas-new-co-op-action-game/ -Nintendo Direct https://www.nintendolife.com/guides/nintendo-direct-partner-showcase-february-2026-every-announcement-game-reveal-trailer -This dongle allows you to use PS5 controllers with the Switch 2: GuliKit's tiny USB dongle lets you connect your PS5 controller to your Switch 2 Owen: -No Humans Allowed https://arstechnica.com/ai/2026/02/after-moltbook-ai-agents-can-now-hang-out-in-their-own-space-faring-mmo/

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The Second Act Executive delivers a powerful, strategic recalibration for leaders navigating their second act.This episode, titled The Alpha Frequency, is not about hustle. It is about infrastructure. It is about authority. It is about aligning capital, clarity, and confidence at a stage of life where preservation, positioning, and legacy matter more than applause.Hosted by a former corporate executive turned entrepreneur, philanthropist, investor, licensed real estate professional, author, and mother, this episode unpacks:• The evolution of Wolf Vibrations, LLC — from its early aesthetic wellness roots to the successful expansion of B Wellness Center with Nikki B Wellness• The strategic alignment with Pinnacle Advisement Group, expanding into mortgages, lending, tax structuring, and executive private practice transitions• The 360° Market Mastery Kit featuring Jim Cramer's How to Make Money in Any Market• Deep dives into AMD, Microsoft, Apple, and Palantir — with infrastructure-level analysis for mature investors• The philosophy behind Peter Thiel's Zero to One and why competition is a distraction for legacy builders• High-functioning low self-esteem and financial autonomy for women over 50• A direct acknowledgment of financial abuse dynamics and the importance of asset control• The distinction between emotional courage and financial preparedness• A reminder that Waking Up and Walking Away: A Roadmap to Freedom by Tawnie Wolf exists as a resource for those rebuilding autonomy• The assisted living crisis, elder advocacy, and why presence is a form of protection• The shift from hustle culture to authority culture in your 50s and beyondThis is a structured, strategic conversation about becoming the monopoly of your own life.It is about transitioning from employee to architect.From reactive to intentional.From earning to preserving.From being blessed to being a blessing.The podcast is The Second Act Executive.This episode is The Alpha Frequency.Come hell or high water, the second half of your life belongs to you.

This week on the podcast we go over our reviews of the ASUS ROG Kithara Gaming Headset and the ASRock X870 Taichi Creator Motherboard.  We also discuss if NVIDIA is planning to release a TITAN Blackwell card or something that would sit above the RTX 5090, the RTX 60 series being delayed, a new AMD game bundle, the Steam Machine being delayed, and so much more!

In this episode of The 20/20 Podcast, Dr. Harbir Sian sits down with MaryAnn Klassen, a long-time leader in the eye care industry whose career has closely mirrored — and influenced — some of optometry's most significant clinical shifts over the past four decades.MaryAnn takes listeners through her journey from the early days of contact lenses, when extended-wear lenses first disrupted traditional practice models, to the evolution of AMD management, and ultimately to today's rapidly expanding understanding of dry eye disease. Having worked with major industry players such as CIBA Vision, Novartis Ophthalmics, and Bausch + Lomb, she offers a rare, behind-the-scenes perspective on how optometrists adapt to change — and what it takes for new ideas to gain traction in a profession that values evidence and patient safety above all else.The conversation then turns to MaryAnn's entrepreneurial leap: the creation of the Meivertor, a patented medical device designed to make upper eyelid eversion easier, safer, and more efficient. Sparked by a real clinical frustration she experienced firsthand, MaryAnn shares how the idea moved from a simple observation to a globally patented product now used in practices around the world. She walks through the realities of device development, including prototyping, patenting, workflow challenges, and the often-overlooked importance of technician confidence and training.Beyond the device itself, this episode explores bigger themes — innovation in optometry, behavior change in clinics, empowerment of staff, and the mindset required to build something meaningful while still working full-time. It's a candid, insightful conversation that blends clinical relevance with business wisdom and personal reflection.Key TakeawaysOptometry evolves when evidence supports change — history proves it repeatedlyThe upper eyelid contains critical diagnostic information that is often overlookedSmall workflow improvements can create outsized clinical and efficiency gainsEmpowering technicians improves diagnostics, confidence, and job satisfactionSuccessful innovation requires persistence, clarity, and hard work — not luckMemorable Quotes“Optometry continually has to evolve — and it does when the evidence supports the shift.”“There has to be a single-handed solution to this problem.”“The upper lids matter.”“If you give optometrists a legitimate reason and support it clinically, they will adopt it.”“I don't believe in luck. Your goal affects your behavior — it's all hard work.”Learn MoreMeivertor: https://meivertor.comConnect with MaryAnn Klassen on social channels and via email: maryann@meivertor.comLove the show? Subscribe, rate, review & share! http://www.aboutmyeyes.com/podcast/

Charles Schwab's Joe Mazzola is back on the Watch List to talk about the firm's STAX report for January. He notes a "buy the dip" mentality that persisted in Big Tech, with investors scooping up shares in Microsoft (MSFT) post-earnings. Nvidia (NVDA), Tesla (TSLA), and Netflix (NFLX) were among other top buys. Joe does note a theme of "selling into strength" for January with top sells including AMD Inc. (AMD), Boeing (BA), and Costco (COST). ======== 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

This week: Everything announced at last week's Nintendo Direct Partner Showcase, Switch finally surpasses the Nintendo DS to become Nintendo's best-selling console, Valve updates hardware launch timing due to component pricing, and AMD suggests the next-gen Xbox will arrive in 2027. Also: poor game-playing conditions, comparing ourselves to game characters, healthy food, odd gaming habits, angry gaming, favourite ice levels in games, and more! Games Discussed: Pragmata, Baby Steps, Battlefield 6, Donkey Kong Country, Arc Raiders. SUPPORT Patreon CONTACT Website Discord Bluesky Threads Instagram Facebook FOLLOW TCGS on Bluesky David on Bluesky Sean on Bluesky Mat on Bluesky James on Bluesky WATCH Twitch YouTube LISTEN Spotify Apple Podcasts Pocket Casts CREDITS Music by Nick Parton Art by Dave Chong

This week on Market Mondays, we break down what really matters in the markets right now. From the investing fact and trading tip of the week to the Bitcoin selloff and potential recovery, we cover how to navigate volatility and position yourself with clarity. We also dive into whether the recent Nasdaq drop is behind us and what smart re-entry could look like.The conversation continues with practical ideas for investors looking for opportunity: the best stocks under $20, how to think about top long-term core holdings, and whether Microsoft under $400 presents a real buying opportunity. We also analyze AMD's recent pullback, Robinhood's connection to Bitcoin, and whether Micron has room for a short-term move.To close it out, we shift from markets to entrepreneurship with the inspiring business story behind Harlem Chocolate Factory — a real example of brand, culture, and execution coming together.Invest Fest Tickets: investfest.comRed Panda: Ianinvest.com EYL University: https://eyluniversity.com/#MarketMondays #Investing #StockMarket #Bitcoin #Crypto #Nasdaq #Microsoft #AMD #Micron #Robinhood #StocksUnder20 #LongTermInvesting #WealthBuilding #Entrepreneurship #BusinessStory #HarlemChocolateFactorySupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join XNC Podcast with Hosts @colteastwood & @Middleagegamegy to discuss AMD has REVEALED Xbox's Plans! Xbox Handheld - Starfield 2.0 | State of Play Xbox News Cast 239Join the channel to early access: https://www.youtube.com/channel/UCyGYHo1qVIeGq3ZLnSDaEcg/joinMerchandise: https://teespring.com/stores/colteastwood-merchFollow: https://twitter.com/ColteastwoodAdd me on Xbox Live: ColteastwoodPatreon: https://www.patreon.com/colteastwoodTopics Covered on the Colteastwood Channel:Microsoft Sony Xbox One Xbox One X Xbox Two Xbox Scarlett Xbox Project Scarlett Xbox 2 Next Generation Consoles Playstation PS4 PS5 Playstation 5 Exclusive Games Console Exclusives xCloud Project xCloud Xbox Game Pass Xbox Game Pass Ultimate Xbox games Playstation Games Xbox Lockhart Xbox Anaconda Danta Xbox Consoles Game Streaming Cloud Streaming Zen 2 Zen 2+ Navi GPU SSD Next Gen Consoles Xbox One S Xbox Live Xbox Live Gold Xbox Rewards Microsoft Rewards E3 E3 2019 E3 2020 X019 Xbox Leaks Rumor News Gears Halo Fable IV Forza Horizon Motorsports Halo Infinite Playstation Now PSNow Phil Spencer Xbox Game Studios Exclusives PS Now PSNow Xbox Series X Xbox Series S Playstation 5 PS5

The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they've explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft's Maia 200 inference push, to NVIDIA's $2B CoreWeave bet, OpenAI's Codex closing the coding gap, the "SaaSpocalypse" panic, Cisco's AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready. The handpicked topics for this week are: Inside Abu Dhabi's Full-Stack AI Play: From universities to healthcare to hyperscale infrastructure — Pat shares a firsthand perspective on how the UAE is quietly building an end-to-end AI ecosystem. Optics, Cooling, and the Hidden AI Infrastructure Layer: Why companies like Coherent matter as much as GPUs — and how photonics, co-packaged optics, and rack-level cooling are becoming critical to scaling AI factories. Inference Takes Center Stage: Microsoft's Maia 200 shows real progress — and why hyperscalers are building custom silicon to boost capacity, economics, and control. NVIDIA's $2B CoreWeave Bet Circular finance or strategic genius? We unpack what NVIDIA's latest investment signals about AI factories, cloud capacity, and long-term infrastructure buildout. Codex vs. Claude: The Coding Wars Heat Up: OpenAI closes the gap fast — and developers start hopping between tools as AI coding becomes a moving target. The "SaaSpocalypse" Narrative: Is software really dead? We separate market panic from reality — and explain why SaaS won't disappear, but will never be valued the same again. Cisco's AI Summit Reality Check: From hype to execution: what stood out from Cisco's AI Summit and why networking, security, and enterprise integration matter more than demos. Are AI Agents Enterprise-Ready? The Flip Debates: real-world workflows vs. reliability, governance, and security — where agents work today, and where they still fall short. Big Tech Earnings Whiplash: AWS, Google, Microsoft, Meta, NVIDIA, AMD, Palantir, and Coherent — massive CapEx, cloud acceleration, and what Wall Street is getting wrong about AI ROI.   Be sure to subscribe to The Six Five Pod so you never miss an episode.

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Xbox's marketing beat for 2025 was "The Year Of Obsidian Entertainment." Frankly, it made sense. No matter how you feel about the quality of these games, the fact that this team shipped Avowed, Outer Worlds 2, and Grounded 2 all within a calendar year (while many other teams within the first party fold continue to stumble around) was worthy of all the praise. Well, Obsidian has some thoughts on that marketing tagline. Indeed of it being a rallying cry, Obsidian's own Josh Sawyer defined as a "sign that something went wrong." Both Avowed and Outer Worlds 2 were in development for over six years and the result is that both these games failed to meet financial expectations. What lessons can they learn after shipping so many games? What can they do to cut development costs? What games should they make to meet Xbox's new profit margins? Part of the solution to the team at Obsidian is Avowed 2, but it's anyone's guess what lies beyond that. Thanks to a transparent conversation with Obsidian, the Dukes now dig into the company with this new perspective. Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:06:36 - Reading Recs0:14:58 - Ashes Of Creation is the latest scam in gaming0:28:31 - The suspicious Dispatch censorship situation0:36:02 - Is Nioh finally coming to Xbox?0:45:17 - Tekken Season 3 revealed0:51:03 - Forza Horizon 6 supports cross save0:54:24 - Highguard moves up to Mixed on Steam as it gets 5v5 mode0:57:26 - Ex Bethesda dev talks Morrowind Remaster1:14:06 - The Amazon Fallout countdown ends1:21:29 - Epic Games plans to take on Steam1:26:59 - AI surveys conducted at GDC1:34:33 - Ubisoft says volunteer to get fired or get fired1:39:39 - The Division: Definitive Edition isn't what we expected1:42:10 - Beyond Good & Evil 2 officially has a pulse1:43:58 - RIP Comcept1:48:04 - Cairn passes 200K copies sold1:50:49 - Nintendo sales update1:56:53 - What We're Playing2:22:05 - The Year Of Obsidian isn't quite what we made it out to be2:55:22 - AMD hints at next gen launch plans3:04:39 - Xbox is the least desired console to develop for Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shownotes - https://billfairchild.notion.site/NNP-134-2fb2150ee84f8074ae68d9e210c897e6https://www.youtube.com/fanthedeckhttps://www.youtube.com/retrogamecorpshttps://www.youtube.com/thephawxhttps://www.youtube.com/nerdnestMain Topics Covered:Estimating the time to beat our Steam libraries (with surprising numbers from Russ, Rich, and Cary)The recent delays and pricing predictions for Valve's Steam Machine and Steam FramePotential release timelines and the importance of timing for hardware in a competitive marketRumors and implications of AMD's GPU pricing strategies amid supply shortagesEpic Games Store's new overhaul and potential integration with next-gen consolesThe Nintendo Partner Showcase: new game announcements including "Orbitals" and "Indiana Jones"Sony's PS5 sales performance and digital sales insightsThe upcoming release of GTA VI and industry expectationsThe future of game libraries, backward compatibility, and digital ownership

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

►Patreon: http://www.patreon.com/McFixer  In this episode of 'My Xbox and Me', we discuss Take Two's assurances that GTA6 WILL be released this year! We also discuss the 'dissapointing sales' of Avowed and Outer Worlds 2 and another week of Ubisoft cancellations ►Please Subscribe www.youtube.com/myxboxandme  ► BRAND NEW MXAM DISCORD - https://discord.gg/aQDSbAy8QH   ► Twitter: @MCFixer @Kreshnikplays @MattPVideo @PaulDespawn  ► Twitch: https://www.twitch.tv/McFixer   ► Twitch: https://www.twitch.tv/Kreshnik  ► Twitch: https://www.twitch.tv/PaulDespawn  Timecodes: 00:00 Intro  03:58 GTA 6 Will Release in 2026  09:49 Whats been in our Box? (Red Dead Redmption 2 RP, Farcry 3, Farcry Primal, Highguard, Deadlock, Arknights Endfield, World of Warcraft) 52:05 Outer Wolrds 2 and Avowed failed to meet sales epectations  01:02:19 Next Gen Xbox on track for 2027 according to AMD  01:05:08 Assassins Creed Coop game cancelled 01:09:08 Guess that Game 01:16 Fixers Sack

Recorded February 4, 2026. We also cover the upcoming Steam Machine, sad GPU trends, and the arc of the Arc B770. We've got our review of the Thrustmaster T248R and rapidly dive into AMD's glorious financial success, plus a splash of ARM's Q3 results.  Surprise!  There are discussions on memory prices, Nvidia's RTX 50 series supply, and the weeks "best" security breaches.Powered by Clippy.Timestamps:0:00 Intro00:25 Patreon01:16 Food with Josh02:36 AMD Financials08:43 Arm Financials11:45 AMD says Steam Machine still on track for early 2026 (until it isn't)13:30 New memory price outlook has DDR5 doubling again in Q114:48 Low VRAM GPUs reportedly 75 percent of NVIDIA Q1 supply16:45 AMD also in the lower VRAM game19:45 Intel Arc B770 is supposedly canceled22:17 Spinning rust lives on25:33 Qualcomm loses chief CPU architect27:09 PCPer (possibly) influences Microsoft to backpedal on AI features!31:31 5GbE is getting more affordable33:44 (In)Security Corner43:32 Gaming Quick Hits47:56 Josh reviews the Thrustmaster T248R55:45 Picks of the Week1:07:56 Outro ★ Support this podcast on Patreon ★

David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on market valuation, AI investing, Mag 6 dynamics, utilities, healthcare, fixed income, and how to think independently in volatile markets. David shares his framework for exploiting structural market inefficiencies, why market drawdowns can create opportunity, how he evaluates the S&P 500 at the micro level, and what investors are getting wrong about AI, profit margins, and the current cycle.Main topics covered in this episode• Exploiting structural market inefficiencies in GARP stocks, high yield, and double B credit• Why market drawdowns often lower forward risk and increase expected returns• Strategic equity allocation during periods of fear and volatility• Rethinking S&P 500 valuation through 500 company bottom up analysis• The changing composition of the index and its impact on profit margins• Where the most overvalued and undervalued areas of the market may be today• AI investing framework including Nvidia, AMD, cloud providers, and software risk• How AI could reshape margins, labor productivity, and enterprise software• Differences between today and the dotcom bubble• Overweight positioning in utilities and healthcare and the thesis behind each• Fixed income positioning including the belly of the Treasury curve and fiscal risk• Commodities, gold, and fiscal sustainability• Lessons for portfolio managers on independent thinking and making high conviction betsTimestamps00:00 Market drawdowns and forward returns02:09 Exploiting structural market inefficiencies06:28 Strategic equity allocation during selloffs11:22 Is the market expensive and how to value the S&P 50015:00 Profit margins and index composition17:13 Where valuation excess exists outside the Mag 620:38 How to think about AI and enterprise adoption27:18 AI disruption risk across sectors39:20 AI versus the dotcom bubble42:30 Apple versus Meta and capital allocation46:53 Overweight utilities and healthcare52:57 Fixed income opportunities and risks57:32 Commodities, gold, and fiscal concerns01:00:15 Lessons for new portfolio managers

This week's podcast opens with a market update as we break down earnings from the tech giants and what those results signal about growth expectations in the months ahead. We'll also discuss Wall Street's response to President Trump's nomination of Kevin Warsh as the next Fed Chair, and what the debate means for interest rates, inflation, and the future direction of monetary policy. Plus, we take a closer look at Friday's sharp selloff in gold and silver, separating short-term headline reactions from longer-term portfolio considerations.Insurance is designed to provide protection—but over time, it can quietly become a drag on your financial plan. In this conversation, we examine extended warranties and common coverage decisions, how to evaluate which risks truly need to be insured, and when self-insuring may make more sense. We'll also walk through the different types of insurance and what coverage is essential for long-term peace of mind.We'll then turn to Elon Musk's latest move to reshape his business empire, combining SpaceX with artificial intelligence startup xAI as the new entity positions itself for what could be one of the largest IPOs in history. We'll discuss what a vertically integrated AI, aerospace, and satellite internet company could mean for investors, how the merger changes the risk profile of both businesses, and why regulatory scrutiny may become an increasingly important part of the story. As always, we'll separate the headline excitement from the underlying fundamentals as AI spending and capital requirements continue to rise.And finally, the Big Game isn't just about football—it's shaping up to be one of the largest betting events of the year. We'll talk about how sportsbooks are pricing the Seahawks vs. Patriots matchup, where public and professional money are landing, and the types of bets drawing the most attention heading into the weekend.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 7, 2026  |  Season 40, Episode 6Timestamps and Chapters6:11: Profit Reports, Policy Shifts, and a Metal Meltdown26:03: The Price of Protection and Peace of Mind52:40: Rockets, Orbital Data Centers, and a Trillion-Dollar Bet59:57: Big Game BetsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

This week we talk about AMD's CEO hinting at a new Xbox in 2027, 9th gen console sales numbers are revealing, Ashes Of Creation shut down in the worst way, Baldur's Gate is getting a show and much more. Click this link for my socials, all of my other content and ways to support: https://linktr.ee/baundiesel 00:00:00 Intro00:01:27 New Xbox In 202700:15:25 9th Gen Console Sales00:23:56 Ashes Of Creation Disaster00:26:16 Wolfenstein 300:29:42 Baldur's Gate Show00:38:21 Obsidian Founder Interview00:49:26 Resident Evil 9 Trailer00:53:52 Sony Loves AI00:57:16 Open World Mass Effect 501:01:16 Steam Machine Is Dead01:04:03 Overwatch Reboot01:05:23 Crimson Desert Isn't Real01:08:55 Apex Legends Leaves Switch01:12:41 Final Fantasy 7 Part 301:13:55 Planet Of Lana 2 Nears01:15:31 Fallout Season 2 Thoughts01:17:09 Content Updates01:18:13 Outro

This week on The Nerd Chat:-Xbox Q2 2026 earnings are down-AMD says the next Xbox is still on track for 2027-PlayStation announces Horizon Fortnite-Nintendo Direct February 2026 reactions-Games coming to Game Pass in February 2026Plus what we've been playing and the best food we had this week.0:00 Hello and welcome to the show6:45 Xbox Q2 2026 earnings are down19:30 AMD says next Xbox still on track for 202732:00 PlayStation announces Horizon Fortnite42:15 Nintendo Direct February 202650:20 Coming to Game Pass February 202656:25 Shoutouts1:01:50 What have we been playing or watching1:20:30 The best food we had this week1:32:45 Closing and end of showGaming. Food. The Good Old Days.Streaming Thursday nights. New episodes posted Fridays. #SeeYouOnlineFollow us everywhere: @TheNerdChatAll links: https://linktr.ee/thenerdchat#Xbox #PlayStation #Nintendo #GamePass #GamingPodcast #SeeYouOnline

Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political turmoil hit the pound, while tech stocks continued to unravel — AMD plunged 17%, Qualcomm disappointed, and Alphabet slid after announcing a massive increase in AI spending. Precious metals saw extreme volatility again, with silver crashing 15%, gold slipping, and oil falling after the U.S. and Iran agreed to hold talks. In macro data, German factory orders surged, but Eurozone retail sales fell, raising concerns about consumer demand. In crypto, Bitcoin dropped to $69,000, pushing the market back into Extreme Fear. Bhutan appears to be selling BTC it has mined since 2019, ETH hovered near $2,000, and scrutiny intensified around Trump-linked World Liberty Financial. CME also hinted it may explore issuing its own token.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Follow The Trophy Room Patreon: https://www.patreon.com/pstrophyroom Apple Podcast: https://apple.co/2PglU1a Discord: https://discord.gg/wPNp3kC Twitter: https://twitter.com/PSTrophyRoom ****** This week on Let's Square Up the News, we break down the biggest gaming industry headlines shaping the future of PlayStation, Xbox, and PC gaming. AMD leadership signals that Microsoft's next-gen Xbox is progressing toward a potential 2027 launch window, lining up with the typical console lifecycle as current hardware approaches its seventh year. Meanwhile, Valve's upcoming Steam hardware push is expected to begin shipping new devices powered by AMD chips, expanding the Steam gaming ecosystem. We also dive into Sony's controversial generative AI patent, which proposes personalized gaming news podcasts voiced by PlayStation characters using player data and LLM technology — raising questions about voice actor rights, AI ethics, and the future of gaming media. Plus, we unpack Take-Two's response to rumors about GTA 6 skipping physical release at launch, the latest confidence signals around the game's roadmap, and what it means for collectors and physical media fans. Also in the episode: • Obsidian confirms no plans for The Outer Worlds 3 after the sequel underperformed • Marathon ranked mode leak details and progression system explained • Overwatch drops the “2” and launches new heroes to revive the franchise • Helldivers 2 major update adds vehicles, weapons, and new war content • Stardew Valley 1.7 update adds new romance options • Fallout TV countdown disappointment explained • The Last of Us TV future and God of War casting updates If you care about next-gen consoles, gaming industry trends, PlayStation vs Xbox strategy, and major upcoming releases like GTA 6, this is your weekly gaming news hub.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Timestamps: 0:00 feeeeeeling hot hot hot! 0:15 Adobe Animate discontinued, then not 2:14 Intel hires GPU veteran... 3:52 Moltbook (last time) + Rent-a-human site 7:22 QUICK BITS INTRO 7:33 Copilot in File Explorer 8:08 France raids X offices, Spain social ban 9:11 MORE Ryzen CPUs fried in ASRock mobos 10:07 AMD adopting Intel's 'FRED' 10:54 GitHub's plan to deal with vibe coding slop NEWS SOURCES: https://lmg.gg/C94rA Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work. From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates. We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset. Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Click this link https://www.boot.dev?promo=KINDAFUNNY and use my code KINDAFUNNY to get 25% off your first payment for boot.dev. Thank you Boot.Dev for Sponsoring! GTA 6 marketing will kick off this summer, AMD hints 2027 for a next-gen Xbox, and a Nintendo Direct has been announced for tomorrow. Also, Overwatch Is SO Back! Thank you for the support! Run of Show - - Start - GTA 6 Marketing Will Kick Off This Summer, as Take-Two Confidently Reaffirms November Release Date - Take-Two denies GTA 6 will launch without a physical version - Jigglypuff is Warming Up For a Pokémon 30th Anniversary 'Special Video' at The Super Bowl - AMD hints Microsoft could launch its next-gen Xbox in 2027 - BREAKING - Overwatch Drops the 2 - A Nintendo Direct has been announced for tomorrow! - Wee News! - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices

Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today's key macro and market headlines — from Claude's AI plugin rattling software firms to AMD's 9% plunge and a weak U.S. jobs print. Gold hits $5,000, geopolitics flares up, and inflation cools in Europe. Meanwhile, crypto remains weak with 44% of Bitcoin supply now underwater. Plus: Pro Members — don't miss Jamie Coutts' AMA and his upcoming interview with Charles Edwards on the quantum threat. Free Members — tune in to Kris and Bijan on Trading the Markets.

Chip stocks, including AMD, saw a broad selloff. Plus: Eli Lilly shares jump on the strength of its GLP-1 drugs. Katherine Sullivan 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

Another day of early software stock declines:Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead.  Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber.  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.

AMD shares fall on weaker than expected guidance. One of wall street's top chip analysts, Bernstein's Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Epic plans to overhaul Games Store, AMD and Uber earnings disappoint, Egypt moves to ban Roblox. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support the show on Patreon, ThankContinue reading "Anthropic Targets OpenAI, Says Claude Will Stay Free – DTH"

Tech leading today's sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company's deal with OpenAI. Plus, AMD and Chipotle report results, Bitcoin's slide continues, and the next move for Novo Nordisk after the stock tanks on a sales warning from the company.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.