Podcasts about amd

American multinational semiconductor company

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Latest podcast episodes about amd

SpawnCast
New Switch 2 Model Rumors, Sony Cracks Down, Crazy Highguard Situation | Spawncast #447

SpawnCast

Play Episode Listen Later Jan 25, 2026 123:41


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

SpawnCast
Fable, Forza Horizon 6, Xbox Direct, Ubisoft In Trouble, Switch 2 & PS5 Sales | Spawncast #448

SpawnCast

Play Episode Listen Later Jan 25, 2026 126:29


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 PlayerEssence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft

TD Ameritrade Network
Intel Earnings & Guidance Rattle Bull Case & INTC Options Trade

TD Ameritrade Network

Play Episode Listen Later Jan 23, 2026 8:49


AMD Inc. (AMD) gained on Intel's (INTC) sharp loss following earnings. Marley Kayden turns to the analyst reaction to Intel's strong fourth-quarter results and disappointing first-quarter outlook that have many repricing stock expectations. She explains why one analyst says the bull case is now "several years away." Dan Deming offers a bearish example options trade for Intel with expectations for further downside. ======== 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

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
⚠️WATCH IF YOU OWN #PLTR #SOFI #NVDA #AMD #HOOD #TSLA

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Jan 23, 2026 13:30


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.In today's video, we break down crucial updates every investor needs to know about Palantir (PLTR), SoFi (SOFI), Nvidia (NVDA), AMD, Robinhood (HOOD), and Tesla (TSLA). Whether you're trading short term or holding long, this is the information that could shape your next move in the market.We'll cover what's driving these stocks, how earnings and AI trends are impacting the tech and fintech sectors, and what Wall Street isn't telling you about growth potential going into 2026.If you've been building positions in high-conviction names like PLTR, SOFI, NVDA, AMD, HOOD, or TSLA, this breakdown will help you understand the bigger picture — from valuation trends to institutional sentiment.

WALL STREET COLADA
Rally en pausa vuelve a correr: Trump frena aranceles, $AMD sigue on fire y $LXRX explota tras la FDA

WALL STREET COLADA

Play Episode Listen Later Jan 22, 2026 5:01


SUMMARY DEL SHOW Wall Street apunta a extender el rally: suben futuros tras bajar tensión geopolítica y Trump dar marcha atrás a nuevos aranceles contra Europa. El mercado también digiere el arranque del caso en la Corte Suprema sobre la posible remoción de la gobernadora de la Fed, Lisa Cook, mientras los rendimientos se mueven mixtos. En acciones: $AMD suma su séptima sesión al alza, $O mantiene racha positiva y $LXRX salta +19% tras feedback favorable de la FDA.

The Options Insider Radio Network
The Hot Options Report: 01-20-26

The Options Insider Radio Network

Play Episode Listen Later Jan 21, 2026 11:53


The "Greenland Effect" took hold of the tape this Tuesday as geopolitical friction sent the markets into a sea of red. In this episode of The Hot Options Report, host Mark Longo analyzes a high-stakes session where safe-haven scrambles and tariff threats dominated the flow. While the top 10 required nearly half a million contracts just to break in, the real story was the massive retreat in semi-conductors and tech giants. Inside the Top 10 Options Breakdown: Nvidia (NVDA): The undisputed king puts up exactly 2.00 million contracts as trade war fears drive a 4.5% slide. Are traders loading up on the $180 calls for a late-week bounce? Netflix (NFLX): "Rolling the bones" ahead of earnings. We track the massive 100-strike call volume and the immediate $4 after-hours drop following the bell. Tesla (TSLA): A rough 4.2% haircut. We analyze the heavy activity in the now-in-the-money 425 puts as the 500 level fades into the rearview. The "Greenland" Laggards: Why Apple (AAPL) and Amazon (AMZN) faced a straight drumming, while Micron (MU) and AMD briefly managed to find some green on the screen. Intel (INTC): A surprise move in the March $55 calls—is paper looking for a long-term overwrite or a massive recovery breakout? Resources: Get more options data: TheHotOptionsReport.com

The Options Insider Radio Network
The Hot Options Report: 01-21-26

The Options Insider Radio Network

Play Episode Listen Later Jan 21, 2026 9:47


The options tape was lighting up on Wednesday, January 21, 2026, as the market clawed back from a bruising session. Tech roared back to life, led by a historic run in Intel (INTC) and a massive upside move in AMD. Mark Longo breaks down the top 10 most active names and the "Hot Options" driving the flow. On Today's Report: The Semiconductor Warpath: Micron (MU) continues its rampage, closing up 6.6% as traders pile into the 400 calls. Intel's Epic Run: INTC surges nearly 12% to close at $54.25. We look at the "outlandish" March 60 calls that aren't looking so crazy anymore. AMD Rocking: Up nearly 8% today, AMD put up 1.1 million contracts. Are the 250 calls too rich for your blood? The Tesla Appropriate Strike: TSLA climbs back over $430 on the heels of Greenland headlines. We look at the massive paper in the 420 calls. Nvidia Retakes the Crown: NVDA is back at #1 with 2.38 million contracts. Will the 185s hold through the end of the week? Plus: Analysis of flow in Amazon (AMZN), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and Netflix (NFLX). Get the Data: Don't just listen to the report—see the data yourself at HotOptionsReport.com . Kick the tires and light the fires on your own trading account.

TD Ameritrade Network
Options Corner: AMD Price Target Boost

TD Ameritrade Network

Play Episode Listen Later Jan 21, 2026 3:39


AMD Inc. (AMD) has vastly outperformed most of its chipmaking peers over the last 12 months though has largely consolidated in recent weeks. Bernstein raised its price target on the stock but doesn't expect much more upside from here. Rick Ducat analyzes AMD's bearish and bullish trends. He later offers an example options trade for the stock. ======== 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

The Tech Blog Writer Podcast
3560: How People.ai is Turning Sales Activity Into Answers Leaders Can Act On

The Tech Blog Writer Podcast

Play Episode Listen Later Jan 20, 2026 33:51


What does sales leadership actually look like once the AI experimentation phase is over and real results are the only thing that matters? In this episode of Tech Talks Daily, I sit down with Jason Ambrose, CEO of the Iconiq backed AI data platform People.ai, to unpack why the era of pilots, proofs of concept, and AI theater is fading fast. Jason brings a grounded view from the front lines of enterprise sales, where leaders are no longer impressed by clever demos. They want measurable outcomes, better forecasts, and fewer hours lost to CRM busywork. This conversation goes straight to the tension many organizations are feeling right now, the gap between AI potential and AI performance. We talk openly about why sales teams are drowning in activity data yet still starved of answers. Emails, meetings, call transcripts, dashboards, and dashboards about dashboards have created fatigue rather than clarity. Jason explains how turning raw activity into crisp, trusted answers changes how sellers operate day to day, pulling them back into customer conversations instead of internal reporting loops. The discussion challenges the long held assumption that better selling comes from more fields, more workflows, and more dashboards, arguing instead that AI should absorb the complexity so humans can focus on judgment, timing, and relationships. The conversation also explores how tools like ChatGPT and Claude are quietly dismantling the walls enterprise software spent years building. Sales leaders increasingly want answers delivered in natural language rather than another system to log into, and Jason shares why this shift is creating tension for legacy platforms built around walled gardens and locked down APIs.  We look at what this means for architecture decisions, why openness is becoming a strategic advantage, and how customers are rethinking who they trust to sit at the center of their agentic strategies. Drawing on work with companies such as AMD, Verizon, NVIDIA, and Okta, Jason shares what top performing revenue organizations have in common. Rather than chasing sameness, scripts, and averages, they lean into curiosity, variation, and context. They look for where growth behaves differently by market, segment, or product, and they use AI to surface those differences instead of flattening them away. It is a subtle shift, but one with big implications for how sales teams compete. We also look ahead to 2026 and beyond, including how pricing models may evolve as token consumption becomes a unit of value rather than seats or licenses. Jason explains why this shift could catch enterprises off guard, what governance will matter, and why AI costs may soon feel as visible as cloud spend did a decade ago. The episode closes with a thoughtful challenge to one of the biggest myths in the industry, the belief that selling itself can be fully automated, and why the last mile of persuasion, trust, and judgment remains deeply human. If you are responsible for revenue, sales operations, or AI strategy, this episode offers a clear-eyed look at what changes when AI stops being an experiment and starts being held accountable, so what assumptions about sales and AI are you still holding onto, and are they helping or quietly holding you back? Useful Links Follow Jason Ambrose on LinkedIn Learn more about people.ai Follow on LinkedIn Thanks to our sponsors, Alcor, for supporting the show.

"Your Financial Future" with Nick Colarossi of NJC Investments 01/17/2026

" Your Financial Future" with Nick Colarossi

Play Episode Listen Later Jan 19, 2026 59:50


We give you some top investment picks right now to kick off your investing year 2026 including top Data Center Stocks and ETFs, Top Defense and Aerospace Stocks and ETFs, and Top Data Center and Storage Stocks and ETFs.  We also review the surprising leading sectors of the S&P 500 to start the year.

The Six Five with Patrick Moorhead and Daniel Newman
EP 290: Celebrating 100,000 Subscribers: AI Milestones, Custom Silicon Debates, and Apple's AI Gamble

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Jan 19, 2026 47:07


Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.  

PC Perspective Podcast
Podcast #852 - 9850X3D Launch Imminent, RTX SUPER Delay, 8GB GPUs, Zoicware, New SK hynix Plant, and MORE

PC Perspective Podcast

Play Episode Listen Later Jan 17, 2026 78:39


Every episode this year just keeps getting better, try it, you'll see.  This food podcast brought to by the tech news!  Also, 9850X3D this month, welcome back 8GB GPUs, and 2026 will be tough for PC hardware enthusiats. Oh, that Micron shut down is really a good thing, trust them.  Enjoy Linux malware, CoPilot exploits, and even a StarCraft based shooter on the way plus so much more!  Seriously, look at the timestamps below.We thank our two sponsors this week:Notion Agent - Bringing all your notes, docs, and projects into one connected space that just works!Zapier - Where tech innovators break the hype cycle and put AI into their workflows - orchestrate it with Zapier!Timestamps0:00 Intro01:54 Patreon03:20 Food with Josh05:17 AMD reportedly launching the 9850X3D this month06:07 NVIDIA to increase 8GB GPU production?08:05 NVIDIA SUPER refresh delay09:32 Micron defends shutting down Crucial12:51 Zoicware is the one true way16:32 SK hynix to build new memory plant17:50 2026 is not going to be a great year for PC builders20:29 Podcast sponsor - Notion21:54 PSUs and CPU coolers are the next to go up in price28:29 Apple's Google Gemini deal31:02 Intel Nova Lake graphics33:06 (In)Security Corner38:37 Podcast sponsor - Zapier40:06 (In)Security Corner, continued46:46 We are not normal57:33 Gaming Quick Hits1:07:38 Picks of the Week1:17:52 Outro ★ Support this podcast on Patreon ★

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
This Just In Radio: A Look Ahead to 2026 with Tony Nunes from AMD

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

Play Episode Listen Later Jan 17, 2026 27:02


On this episode host Justin Barnes invites Tony Nunes, Senior Manager, Healthcare & Life Sciences at AMD for a look ahead to 2026. Along with a sneak peek at the upcoming conference calendar. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

SpawnCast
Our Biggest Nintendo Predictions For 2026 | Game & Talk #60

SpawnCast

Play Episode Listen Later Jan 16, 2026 66:10


Check out the Spawncast Network: https://www.patreon.com/Spawncast Follow Game & Talk Everywhere! (Spotify and other podcast services linked below) https://linktr.ee/Game.and.Talk Follow the cast: Josie Woah: @Josie_Woah RGT 85: @RGT85 Nate The Hate: @NatetheHate Celia Bee: https://twitter.com/CeliaBeee

The Options Insider Radio Network
The Hot Options Report: 01-16-2026

The Options Insider Radio Network

Play Episode Listen Later Jan 16, 2026 11:13


Join Mark Longo for the Friday, January 16th edition of the Hot Options Report as he breaks down a "banger" of a day in the options market. On a day where it took a massive 779,000 contracts just to break into the Top 10, the tape was dominated by explosive moves in semiconductors and some truly wild corporate "shenanigans." Today's Top Options Trading Stories: The Wolf Speed Phenomenon: Ticker WOLF shocks the market by kicking Nvidia and Tesla to the curb for the #1 spot. With 3.44 million contracts traded, the action was fueled by corporate restructuring fallout and a massive 1.14 million block of Jan 2 Puts. * The Semiconductor Surge: It was a banner day for chips. Micron (MU) popped nearly 8%, SMCI rallied 11%, and AMD saw heavy volume despite a late-day fade. We look at the strikes that paid off and the ones that left traders sweating. Tech Titan Tumble: Major names like Apple (AAPL) and Palantir (PLTR) came under pressure, leading to heavy premium-selling activity in near-term weekly options. Tesla & Nvidia Update: Even with massive volume, these perennial leaders fell to #2 and #3. We analyze the heavy interest in Nvidia's 190 calls and Tesla's 440 strike as traders fought for position. Hot Trade Insights: Micron (MU): A happy day for the 360 call buyers who caught the $26 surge. SMCI: High-velocity trading in the 30.5 calls as the stock cleared $32. Intel (INTC): A deep dive into the 50 strike that paper has been watching for weeks. For even more deep-dive data into today's options tape, visit TheHotOptionsReport.com .

Daily Stock Picks

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Startup Project
Inside Story of Building the World's Largest AI Inference Chip | Cerebras CEO & Co-Founder Andrew Feldman

Startup Project

Play Episode Listen Later Jan 16, 2026 63:21


Discover how Cerebras is challenging NVIDIA with a fundamentally different approach to AI hardware and large-scale inference.In this episode of Startup Project, Nataraj sits down with Andrew Feldman, co-founder and CEO of Cerebras Systems, to discuss how the company built a wafer-scale AI chip from first principles. Andrew shares the origin story of Cerebras, why they chose to rethink chip architecture entirely, and how system-level design decisions unlock new performance for modern AI workloads.The conversation explores:Why inference is becoming the dominant cost and performance bottleneck in AIHow Cerebras' wafer-scale architecture overcomes GPU memory and communication limitsWhat it takes to compete with incumbents like NVIDIA and AMD as a new chip companyThe tradeoffs between training and inference at scaleCerebras' product strategy across systems, cloud offerings, and enterprise deploymentsThis episode is a deep dive into AI infrastructure, semiconductor architecture, and system-level design, and is especially relevant for builders, engineers, and leaders thinking about the future of AI compute.

Alles auf Aktien
Rekordjagd eines Chip-Riesen und die Lieblings-ETFs der Deutschen

Alles auf Aktien

Play Episode Listen Later Jan 16, 2026 24:34


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Kampf um Warner Bros. Discovery, die neue Bestmarke von BlackRock und das große Coinbase-Chaos. Außerdem geht es um TSMC, Lam Research, Nvidia, AMD, Broadcom, Aixtron, Suss Microtec, PVA Tepla, Siltronic, Volkswagen, Paramount, Netflix, Adidas, Aker ASA, Thales, Leonardo, Hanwha Aerospace, Saab, RTX, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All-World (WKN: A2PKXG), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), VanEck Defense (WKN: A3D9M1), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0AN), L&G Cyber Security ETF (WKN: A14WU5), VanEck Space Innovators ETF (WKN: A3DP9J), Amundi Stoxx Europe 600 Insurance ETF (WKN: LYX02M), WisdomTree Strategic Metals and Rare Earths Miners ETF (WKN: A3EKKT), Xtrackers MSCI EM Europe Middle East & Africa ETF (WKN: DBX1EA), Xtrackers Vietnam Swap ETF (WKN: DBX1AG), EUWAX Gold II ETC (WKN: EWG2LD), Xtrackers Physical Silver ETC (WKN: A1E0HS). https://www.welt.de/premium/plus255274882/90-Minuten-Kurs-Sieben-einfache-Schritte-zum-erfolgreichen-Depot.html 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

What's Next|科技早知道
Bonus|2026 CES 现场观察:技术趋势已明晰,产品仍在路上

What's Next|科技早知道

Play Episode Listen Later Jan 14, 2026 28:50


上周 Diane 在拉斯维加斯参加了一年一度的「科技春晚」-- 国际消费品电子展 (CES)。2026 年的 CES 给人一种略显反差的感受:趋势已经在台上被讲清楚了,但产品仍然在路上。一方面,在中央舞台上,英伟达、AMD 等公司已经把未来几年的技术路线、基础设施与生态叙事铺陈完毕,而在展馆中,很难看到真正「范式级」的 AI 原生产品。 在展会上,我们也邀请了一位长期深耕控制系统与基础设施层的创业者,从工程与系统视角重新审视 CES:机器人为什么「看起来很热,但离大规模交付还很远」?芯片、服务器、工业系统与 AI 基础设施有哪些创新的机会?在这轮 AI 浪潮中,中国公司面临的机会与风险又是什么? 希望这期节目能帮你看清展会背后的趋势与挑战。 本期人物 秦井武,优联智能创始人兼 CEO 丁教 Diane,「声动活泼」联合创始人、「科技早知道」主播 主要话题 [02:37] 最大感受:趋势已经在主会场完成,英伟达「抢占的不是发布窗口,而是生态高地」 [04:30] 展馆里的反差:AI 原生、范式级产品稀缺,更多是升级、叠加与工程改进 [08:10] 产品之外,讲故事和营销能力成了新竞争力 [08:34] 一些有趣的小产品:AI 对话口罩、Pebble 手表复活背后的故事 [10:24] 成熟赛道的高度内卷,产品创新但并不意外 [12:30] 工业自动化视角看 CES:机器人、AI、系统与交付能力的真实差距 [15:07] 为什么今天的具身机器人更像“工程玩具”? [17:43] 芯片之外,生态、服务器、系统能力是刚需 [19:09] 传统工业机器人正在被 AI 重构:封闭系统走向学习型系统的关键拐点 [24:00] AI 基础设施需求爆发,数据中心、控制系统、供电与冷却成为核心机会 [25:29] 在 AI Infra 时代,新玩家与巨头站在同一起跑线 [26:00] 一句话总结:趋势已经非常清楚了,但产品还在路上 2026 香港 Consensus 大会 在 2025 年首次亚洲举办、门票售罄之后,「Consensus大会」将于 2 月 10 日至 12 日回归香港,并以更大的规模亮相。本届大会预计汇聚来自 100 多个国家的 15,000 余名行业参与者和 6,000 多家企业,覆盖资本、技术、监管与应用等多个层面,被视为连接全球资本与亚太创新的重要平台。三天高密度交流,帮助你快速把握行业走向,捕捉真实的市场信号。诚邀你来到香港,与全球建设者一起,站在这轮变革浪潮的前沿。 如果你也有兴趣参与到香港「Consensus大会」(https://sourl.co/tZ3Chn )中 ,欢迎点击链接购票(https://sourl.co/zD5myC ),输入「SHENGFM」获得「科技早知道」专属折扣! Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/biGyk45g.jpeg 幕后制作 监制:Yaxian 后期:迪卡 运营:George 设计:饭团 商业合作 声动活泼商业化小队,点击链接直达声动商务会客厅(https://sourl.cn/9h28kj ),也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼目前开放商务合作实习生、社群运营实习生和 BD 经理等职位,详情点击招聘入口详情点击招聘入口 (https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from_copylink) 关于声动活泼 「用声音碰撞世界」,声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客:声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动,搜索 声动活泼 即可找到我们。 期待你给我们写邮件,邮箱地址是:ting@sheng.fm 科技早知道 https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/81NaqVaT.jpg 欢迎扫码添加声小音,在节目之外和我们保持联系。 Special Guest: 秦井武.

Daily Stock Picks

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Alles auf Aktien
China versus Indien und 4 Dividenden-Kracher aus Osteuropa

Alles auf Aktien

Play Episode Listen Later Jan 14, 2026 25:26


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Giganten-Attacke auf Adobe, eine Kündigungswelle bei Meta und die irre Rekordjagd der Edelmetallen. Außerdem geht es um Nvidia, J.P. Morgan, Apple, Delta Air Lines, Boeing, Intel, AMD, TSMC, Alibaba, Tencent, Baidu, iShares MSCI China (WKN: A2PGQN), iShares MSCI China Tech (WKN: A3CU00), Reliance Industries, Titan Company, Bajaj Auto, iShares MSCI India (WKN: A2AFCY), Franklin FTSE India (WKN: A2PB5W), Krka, PZU, Bank Pekao, Ignitis Group und OMV Petrom. 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

NPC: Next Portable Console
CES 2026: Foldables, Rollables, and Robot Punches

NPC: Next Portable Console

Play Episode Listen Later Jan 13, 2026 41:03


This week, a whirlwind tour of the handheld news from CES 2026, Switch 2 grips, AR glasses, new chips from AMD, the OneXSugar Wallet, and more. Also available on YouTube here. Links and Show Notes The Portable Gaming News from CES NOW LIVE: Nintendo just officially revealed the new purple/light green Switch 2 Joy Genki Grips: Made to be Held by Human Things Pocket8 Makes PICO–8 Playable On Your iPhone touchHLE homepage The Xreal 1S glasses get a spec bump and 3D conversion The OneXSugar Wallet is the first gaming handheld with a folding screen You can charge Belkin's new Switch 2 power case without opening it Qualcomm's next-gen Snapdragon X2 laptops are here — and they brought a new friend AMD heard you like powerful gaming portables — so here are new Strix Halo chips Lenovo Legion Go 2 with SteamOS launches in June, priced at $1199 Lenovo's new concept gaming laptop goes wide. Really wide. GameSir X Hyperkin Reveal A Controller With GC, N64 & SEGA Attachments Subscribe to NPC XL NPC XL is a weekly members-only version of NPC with extra content, available exclusively through our new Patreon for $5/month. Each week on NPC XL, Federico, Brendon, and John record a special segment or deep dive about a particular topic that is released alongside the "regular" NPC episodes. You can subscribe here: https://www.patreon.com/c/NextPortableConsole Leave Feedback for John, Federico, and Brendon NPC Feedback Form Credits Show Art: Brendon Bigley Music: Will LaPorte Follow Us Online On the Web MacStories.net Wavelengths.online Follow us on Mastodon NPC Federico John Brendon Follow us on Bluesky NPC MacStories Federico Viticci John Voorhees Brendon Bigley Affiliate Linking Policy

TD Ameritrade Network
The Big 3: AMD, CRDO, AMZN

TD Ameritrade Network

Play Episode Listen Later Jan 13, 2026 10:59


Investors should brace for volatility if the Supreme Court rules against tariffs, says Charles Moon from Prosper Trading Academy. He still favors tech even as volatility bubbles under Wall Street. He likes AMD Inc.'s (AMD) breakout potential if it breaches a key level, Credo Technology's (CRDO) bullish support, and Amazon's (AMZN) ability to withstand downside pressure. Charles offers example options trades for his Big 3 while Kevin Green turns to bearish and bullish trends in the charts. ======== 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
NVDA Competition Heating Up? AMD & INTC Rope in New Bull

TD Ameritrade Network

Play Episode Listen Later Jan 13, 2026 6:48


Keybanc becomes a bull on AMD Inc. (AMD) and Intel (INTC), creating questions regarding how much of the AI "pie" Nvidia (NVDA) is allowed to eat. Marley Kayden turns to Keybanc's bullish note and explains where it sees upside in both companies. Tim Biggam analyzes the run-ups both AMD and Intel had and talks about how he would navigate the options front for each tech stock. ======== 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
Tuesday's Tech Movers: GOOGL All-Time High, AMD & INTC Upgrades, HPQ Downgrade

TD Ameritrade Network

Play Episode Listen Later Jan 13, 2026 5:52


After Alphabet (GOOGL) tapped a brand new all-time high and climbed to $4 trillion in market cap, analysts continued to increase price targets for the Mag 7 giant. As Diane King Hall mentions, Alphabet also collected yet another partnership with Wayfair (W). More positive tech headlines hit AMD Inc. (AMD) and Intel (INTC) when Keybanc upgraded both chipmakers. Diane turns to a laggard in HP Inc. (HPQ) after Goldman Sachs downgraded the stock. ======== 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

The Rundown
CPI Steady at 2.7%, Nvidia and Eli Lilly Announce $1B Partnership

The Rundown

Play Episode Listen Later Jan 13, 2026 9:46


Market update for January 13, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:• Google crosses $4 trillion after Apple taps Gemini to power Siri• CPI comes in as expected, with inflation holding steady at 2.7%• What the latest inflation data means for the Fed and rate cuts• JPMorgan kicks off earnings season with a big trading-driven beat• Nvidia and Eli Lilly announce a $1B partnership to use AI in drug discovery• Market movers: Intel and AMD rally, Delta slides after earnings

Motley Fool Money
Intel Hits a 52-Week High: Time to Buy?

Motley Fool Money

Play Episode Listen Later Jan 12, 2026 22:05


On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns. Asit Sharma, Rick Munarriz, and Tim Beyers discuss: - CEO Lip-Bu Tan's meeting with President Trump. - Plans for advanced (or even AI) chipmaking on U.S. soil. - The challenges of growing the foundry business versus the promises cooked into the current share price. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML Host: Tim Beyers Guests: Asit Sharma, Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in Tech (Audio)
TWiT 1066: A Supercomputer in Your Pocket - CES & the Next Leap for On-Device AI Power

This Week in Tech (Audio)

Play Episode Listen Later Jan 12, 2026 184:21


Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT

This Week in Tech (Video HI)
TWiT 1066: A Supercomputer in Your Pocket - CES & the Next Leap for On-Device AI Power

This Week in Tech (Video HI)

Play Episode Listen Later Jan 12, 2026 184:21


Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT

All TWiT.tv Shows (MP3)
This Week in Tech 1066: A Supercomputer in Your Pocket

All TWiT.tv Shows (MP3)

Play Episode Listen Later Jan 12, 2026 184:21


Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT

Radio Leo (Audio)
This Week in Tech 1066: A Supercomputer in Your Pocket

Radio Leo (Audio)

Play Episode Listen Later Jan 12, 2026 184:21


Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT

The Circuit
Ep 148: All the Happenings from CES 2026!

The Circuit

Play Episode Listen Later Jan 12, 2026 58:34


In this episode, Ben Bajarin and Jay Goldberg discuss the highlights from CES 2023, focusing on the significant advancements in robotics, AI infrastructure, and the competitive landscape among major tech companies like NVIDIA, AMD, and Intel. They explore the themes of modularity in data centers, the evolving role of CPUs, and the challenges posed by memory supply constraints. The conversation also touches on the future of autonomous vehicles and the integration of AI in everyday technology, emphasizing the rapid pace of innovation in the tech industry.

All TWiT.tv Shows (Video LO)
This Week in Tech 1066: A Supercomputer in Your Pocket

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Jan 12, 2026 184:21 Transcription Available


Is putting a camera in your toilet the future of health, or have tech companies lost the plot? This episode's panel digs into what's truly innovative versus what's just over the top, as industry leaders spar over privacy concerns and the real impact of AI in everyday devices. We tried to get humanoid robots to do the laundry Boston Dynamics unveils production-ready version of Atlas robot at CES 2026 Hair Drying Robot Jensen Huang Says Nvidia's New Vera Rubin Chips Are in 'Full Production' AMD's Ryzen AI 400 series includes the first Copilot+ desktop CPU — Team Red refreshes Zen 5 APUs and Strix Halo Meta's EMG wristband is moving beyond its AR glasses Lego's Smart Brick Gives the Iconic Analog Toy a New Digital Brain The Alexa Plus website is now available to everyone in early access Throne, from the co-founder of Whoop, uses computer vision to study your poop The Verge Awards at CES 2026 These are the smart home gadgets that impressed me at CES 2026 Host: Leo Laporte Guests: Fr. Robert Ballecer, SJ, Jennifer Pattison Tuohy, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: redis.io bitwarden.com/twit meter.com/twit joindeleteme.com/twit promo code TWIT NetSuite.com/TWIT

EUVC
E679 | This Week in European Tech with Dan, Mads & Lomax

EUVC

Play Episode Listen Later Jan 12, 2026 64:20


Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠ and ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠ cut through the noise shaping tech, venture, and geopolitics in Europe and beyond.This week starts lightly, as all good episodes do, with kids, illness paranoia, and the small joys of enforced medical naps. It escalates quickly.From OpenAI's new health-focused ChatGPT and the FDA's sudden sprint toward deregulation to Trump's Greenland fixation and what it really signals about European sovereignty to Meta buying its way into the AI application layer, pension funds destroying value at scale, and Nvidia's push into physical AI. This is one of those episodes where everything connects.The common thread is power. Who has it? Who's losing it? And who's still pretending nothing has changed?This is Upside, where the takes are sharp, the systems are breaking, and the optimism is… cautiously conditional.ShareWhat's covered:00:00 Intro: ChatGPT Health launch, privacy/encryption, “use with skepticism”00:03 FDA shifts: deregulation + faster approvals for AI medical devices / wearables00:09 Trump + Greenland + NATO: geopolitics, minerals, defense, European sovereignty00:18 France proposing social media ban for under-15s; phones in schools; EU vs US regulation00:23 Meta reportedly buying Manus (AI agents / applications layer)00:25 Octopus Energy's Kraken spin-out: valuation, contracted revenue, European “hidden champion”00:27 Discord IPO chatter: nearing ~$1B ARR; monetization model00:32 UK pensions: pressure to allocate to privates; constraints + risk/return tradeoffs00:42 FTSE 100 hits 10,000; UK vs S&P; defense-driven rally; low tech weighting00:50 CES: Nvidia autonomous driving + open sourcing; “physical AI” + Mercedes partnership00:54 China & Nvidia H20 pressures; AMD vs Nvidia software gap; Intel relevance

Brad & Will Made a Tech Pod.
321: How to Charge Your Knife

Brad & Will Made a Tech Pod.

Play Episode Listen Later Jan 11, 2026 69:16


Another new year means another CES means another roundup of CES news. This year we cover all the announcements from Intel, AMD, and Nvidia (or at least one of those), plus some legitimately exciting stuff like smart Legos, the first vehicle shipping with a solid state battery, computers in keyboards, Stream Decks in keyboards, big-name repairable laptops, what appears to be a real-life Star Wars vibroblade, all the things like memory inflation and tariffs that nobody was talking about at the show, and more.Notes and links for this episode: https://tinyurl.com/techpod-321-ces-2025 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

SpawnCast
It's Going To Be An Interesting Year For Gaming | Spawncast #446

SpawnCast

Play Episode Listen Later Jan 11, 2026 118:50


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

Everyone Talks To Liz Claman – FOX News Radio
Live From CES 2026 With AMD CEO Lisa Su

Everyone Talks To Liz Claman – FOX News Radio

Play Episode Listen Later Jan 10, 2026 10:50


Live from the Consumer Electronics Show (CES) in Las Vegas, Liz connects with Lisa Su, President and CEO of AMD. They discuss the growing demand for AI technology and its applications in consumer electronics, healthcare, and space exploration.   Lisa highlights AMD's competition within the AI market and the potential for the technology to revolutionize creative industries. She also describes the company's cutting-edge chiplet technologies and broad ecosystem partnerships to drive AI innovation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

GameStar Podcast
Spektakuläre Gaming-Laptops - aber wer soll DAS bezahlen?

GameStar Podcast

Play Episode Listen Later Jan 10, 2026 40:57 Transcription Available


Die CES 2026 markiert mit Intels hocheffizienter „Panther Lake“-Architektur einen Wendepunkt für Gaming-Laptops, während Lenovo mit spektakulären, auf 24 Zoll ausrollbaren Displays die Grenzen herkömmlicher Formfaktoren sprengt. Trotz dieser technischen Sprünge und neuer „300-Watt-Monster“ trüben die stagnierende Innovationskraft von AMD sowie die drastisch steigenden Preise durch die globale Speicherkrise die Stimmung für preisbewusste Gamer.

SpawnCast
Our Biggest Predictions For Sony In 2026 |Click R3 #38

SpawnCast

Play Episode Listen Later Jan 9, 2026 159:26


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

TechLinked
Year of the Robot at CES 2026, Intel + AMD cheap shots + more!

TechLinked

Play Episode Listen Later Jan 9, 2026 10:55


Timestamps: 0:00 we're startin' to LOSE IT 0:10 Humanoid robots at CES 2026 2:05 non-humanoid robots 2:36 Intel and AMD say mean things 5:07 QUICK BITS INTRO 5:14 China's 2D chips 6:15 ChatGPT Health, AI prescriptions 7:14 Gmail AI Inbox 7:59 Bose Soundtouch going open source 8:38 Roblox requires facial age checks NEWS SOURCES: https://lmg.gg/QawRu Learn more about your ad choices. Visit megaphone.fm/adchoices

PC Perspective Podcast
Podcast #851 - CES 2026 Highlights - Ryzen 9850X3D & 9950X3D2, DLSS 4.5, MSI LIGHTNING, Reboot, Moza and MORE

PC Perspective Podcast

Play Episode Listen Later Jan 9, 2026 84:16


What if we told you that CES did not feature any new GPUs?  But it did feature more frames!  MSI with LIGHTNING and GPU safeguard, Phison's new controller, and that wily AMD with new Ryzen 7 9850X3D (and confirmed Ryzen 9 9950X3D2) - whee!  Remember the Reboot computer generated cartoon?  Remember D-Link Routers and Zero Days?  Remember Intel?  It's all here! That and everything old is new again with Old GPUs and CPUs coming back .. because RAM.Thanks again to our sponsor with CopilotMoney!  Get on your single pane of financial glass and bring order to your money and spending - it's even actually fun to save again.  Get the web version and use our code for 26% off at http://try.copilot.money/pcperTimestamps:0:00 Intro00:56 Patreon01:37 Food with Josh04:10 AMD announces Ryzen 7 9850X3D05:41 AMD sort of confirmed the 9950X3D207:00 NVIDIA DLSS 4.509:34 Intel was at CES12:50 MSI LIGHTNING returns14:54 MSI also launching GPU Safeguard Plus PSUs19:44 WD_Black is now Sandisk Optimus GX Pro21:54 Phison has the most efficient SSD controller26:11 ASUS ROG RGB Stripe OLED28:44 First computer-animated TV show restored33:29 Podcast sponsor - Copilot Money34:57 (In)Security Corner44:32 Gaming Quick Hits1:06:31 Picks of the Week1:24:08 Outro ★ Support this podcast on Patreon ★

Geekoholics Anonymous Video Game Podcast
A New Year, A New Merry Band of Hosts – Geekoholics Anonymous Video Game Podcast 514

Geekoholics Anonymous Video Game Podcast

Play Episode Listen Later Jan 9, 2026 155:04


BS Section and House Keeping Discord Server geekoholics.com/discord/ Whatcha Been Playing?  Ready Or Not   Demeo X D&D DorfRomantik Stick it to the Stick man Arc Raiders Marvel's Cosmic Invasion Dispatch (completed) Donkey Kong Bananaza (Completed)  Lost Soul Aside News:  Cross Platform / PC / Misc. Vince Zampella, co-creator of Call of Duty and Respawn Entertainment, has died 'It's going into very good hands': CD Projekt is selling GOG Marathon art lead departs Bungie of his own volition, ahead of game's new release date AMD and Nvidia will reportedly raise GPU prices "significantly" in 2026 Yes, aggression-matchmaking is now a thing in Arc Raiders From the Air Force to arcades to home consoles: Sega co-founder David Rosen dies aged 95 Fortnite's latest collab with an adult animated series that's somehow still going is none other than South Park | Rock Paper Shotgun Ubisoft close the studio behind Assassin's Creed Rebellion days after the developers vote to unionise | Rock Paper Shotgun Top Five Most-Played Games on PlayStation and Xbox in 2025 in the US Were the Same as in 2024 - IGN 007 First Light has been Delayed Top Selling Steam games of the year Nintendo   Nintendo will offer an alternative to Switch 2's controversial Game Key Cards, dev claims PlayStation Sony announces the Hyperpop collection PSA's: Epic Games Store Freebies: Bloons TD6 Monthly PS games are out Free 4 All SpongeBob movie Messing around with my Spectrum Steam sale shame Steelseries Nova 7 Wireless V2 Rewatching Reacher Reading Reacher (The book that matches season 3)  Finished Gen V

TechLinked
Dell XPS returns, First WiFi 8 devices, weird storage tech + more!

TechLinked

Play Episode Listen Later Jan 8, 2026 11:25


Timestamps: 0:00 shakin' it up 0:07 Dell un-re-brands, XPS is back 1:47 WiFi 8 devices at CES 2026 3:03 Weird Storage Tech! 5:42 QUICK BITS INTRO 5:51 Nvidia, AMD bringing back old GPUs, CPUs 6:44 First Light game requirements snafu 7:47 Govt probes into Grok 8:50 Texas accuses Samsung TVs of spying 9:32 Wacky keyboard tech at CES 2026 NEWS SOURCES: https://lmg.gg/tBcmY Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI Breakdown: Daily Artificial Intelligence News and Discussions
AI at CES is Not Just Cheesy Gadgets Anymore

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Play Episode Listen Later Jan 7, 2026 30:52


CES 2026 marks a clear turning point for AI, shifting away from novelty gadgets and toward serious, category-defining products from the industry's biggest players. This episode breaks down how Nvidia, AMD, Google, Amazon, and Samsung used CES as a roadmap for where AI infrastructure, devices, and assistants are headed next—and why the conference now feels less like a tech circus and more like a declaration of intent for the year ahead. In the headlines: Wall Street's underappreciated AI risks, inflation fears tied to data center buildouts, and why markets may be pricing in revolution faster than reality.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/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zencoder - From vibe coding to AI-first engineering - ⁠⁠http://zencoder.ai/zenflow⁠⁠Robots & 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

Motley Fool Money
AI Investor Outlook for 2026 and Beyond

Motley Fool Money

Play Episode Listen Later Jan 6, 2026 27:35


Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss: - What real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks - What changes are coming in 2026: faster, cheaper models, and accelerating adoption - How to invest without over-indexing your portfolio to a volatile sector Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook Host: Emily Flippen, Donato Riccio, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Techmeme Ride Home
CES Day Two

Techmeme Ride Home

Play Episode Listen Later Jan 6, 2026 22:15


Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that the most interesting product launch I've seen so far has come from Lego? Nvidia launches Vera Rubin AI computing platform at CES 2026 (The Verge) AMD shows off new higher performing AI chip at CES event (Reuters) I tested Nvidia's Tesla Full Self-Driving competitor — Tesla should be worried (The Verge) Dell Admits It Made a Huge Mistake When It Abandoned XPS (Gizmodo) Robot Vacuum Maker Roborock Shows Off Stair-Climbing Model With Legs (Bloomberg) Lego announces Smart Brick, the ‘most significant evolution' in 50 years (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Tech News Show (Video)
CES 2026 – It's Cars, Chips, and Making Any Toilet Smart – DTNS 5179

Daily Tech News Show (Video)

Play Episode Listen Later Jan 6, 2026 68:17


We cover the latest chip announcements from Nvidia, Intel and AMD, the latest health tech including a pee analyzer, a mirror that predicts your future health by looking at you, and loads of new EVs. Plus a keyboard PC, eyeglasses that focus for you, Bosch's cordless vacuums, personal all-in-one safety device, and Allison and Steve's CES items that pique their interest. Starring Sarah Lane, Tom Merritt, Robb Dunewood, Allison Sheridan, Bodie Grimm, Roger Chang, Joe, Amos Support the show on Patreon by becoming a supporter!

Squawk on the Street
SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26

Squawk on the Street

Play Episode Listen Later Jan 6, 2026 42:26


Carl Quintanilla, Sara Eisen, & David Faber kicked off the hour with some reasons to be optimistic about markets and growth into 2026 - before breaking down the bear case with Cantor Fitzgerald's Chief Equity Strategist who's warning of a drawdown ahead. Plus: what comes next in Venezuela as the President says the U.S. could reimburse energy companies to rebuild there... with one expert who says that's no easy task - and UBS's top picks within the financials as the group kicks off 2026 with a big rally to fresh all-time highs.  Also in focus: the state of the AI race and how demand is holding up - with the CEO of AMD, who sat down with the team for a wide-ranging interview, live from one of tech's biggest conferences of the year. 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.

WSJ Tech News Briefing
TNB Tech Minute: Defense Stocks Gain After Trump Ousts Venezuela's Maduro

WSJ Tech News Briefing

Play Episode Listen Later Jan 5, 2026 2:03


Plus: Shares of Nvidia and AMD tick up. And early-stage venture firm Antler kicks off the year with a new $160 million fund. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money
Investing in 2026: A Plan You Can Stick With

Motley Fool Money

Play Episode Listen Later Jan 1, 2026 22:38


Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to make those New Year's resolutions work, and share tips on how they've built frameworks that can help you build a plan that works for you. Never made a resolution? Neither has one of today's hosts! Companies discussed: LMND, NVDA, AMD, CELH, SHOP, DG Host: Jason Hall, Jon Quast, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices