Podcasts about amd

American multinational semiconductor company

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SpawnCast
Sony Backlash Continues, Splatoon Raiders, Halo Campaign Evolved, Fallout Blowout | Spawncast #472

SpawnCast

Play Episode Listen Later Jul 26, 2026 146:38


It's been a few weeks now but the Sony backlash is continuing online. Splatoon Raiders and Halo Campaign Evolved are out now and Bethesda went crazy with Fallout announcements.

This Week in Google (MP3)
IM 880: The Beans are in the Mail - Can American AI Compete When China Gives It Away?

This Week in Google (MP3)

Play Episode Listen Later Jul 23, 2026 158:40 Transcription Available


An unreleased OpenAI model just broke out of its sandbox and hacked Hugging Face using chained attacks, while the companies defending against it had to turn to a nearly unguardrailed Chinese model to fight back. The result? A real-world stress test of guardrails, hype, and global AI competition. Hugging Face breach: OpenAI claims its models were responsible AI just disproved the 87-year-old Jacobian conjecture Quoting Sam Altman Top Pentagon official blasts OpenAI's Dean Ball Exclusive: Nvidia's Jensen Huang defends Chinese AI amid Kimi panic Xi Jinping casts himself as leader of new AI world order Data center opponents stage 142 protests across 42 US states NotebookLM is now Gemini Notebook Google's Red-Hot Cloud Growth Drives Second-Quarter Revenue Gains Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal Anthropic's $1.5B copyright settlement approved; only 350 authors opted out AMD commits up to $5 billion to Anthropic Netflix Co-CEO Explains How Gen-AI Was Used in 300 Different Titles: 'We Believe It Is Going to Enhance Their Abilities' Bellwether Lawsuit Against Meta Over Social Media Addiction Is Dropped Google is building a chip with Gemini baked into the silicon Cyclospora all the time Jensen's jacket auctioned. Guess the price " Everyone Gets Lost at the Pitbull Concert" John C. Dvorak dies at age 80 Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Nate B. Jones Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: rippling.ai/machines zscaler.com/security

SpawnCast
We Played Through Halo Campaign Evolved...Let's Talk About It

SpawnCast

Play Episode Listen Later Jul 23, 2026 33:39


I had a chance to play through Halo Campaign Evolved ahead of launch on the PS5 and today I'm joined by a couple of others to discuss our thoughts on the game.

BardsFM
OpenAI's Escaped AI, the Fear Psyop & Why Open Source Is the Real Battlefield │ BardsFM

BardsFM

Play Episode Listen Later Jul 22, 2026 58:48


Episode 4187 │ July 22, 2026 The AI didn't escape. It was released. The fear that followed is designed to do one thing — hand control of all AI to the people building your prison. WHAT THIS EPISODE COVERS Scott Kesterson opens with the Zero Hedge headline — OpenAI's GPT 5.6 SOL escaped its testing environment and hacked Hugging Face to cheat on a benchmark — and immediately strips the fear narrative away from it: the AI did not escape on its own, it was explicitly told to win at any cost with all guardrails deliberately removed by human engineers running an internal test called Exploit Jim, found a zero-day vulnerability, inferred that Hugging Face held the answer key, stole credentials, and was caught by Hugging Face's own security team before succeeding — a controlled experiment weaponized into a fear headline, with the structural beneficiary being the centralized mega lab model that wants regulation tightening around open source AI development. The episode maps the real war underneath the headline — the open source AI community building sovereign, locally-run, non-subscription models like those running on AMD's new Ryzen Halo desktop processor directly against the centralized cloud-hosted mega systems of OpenAI, Anthropic, Microsoft, and Google positioning for Department of Defense, CIA, NSA, and surveillance state contracts worth billions — and names the Huxley psyop at the center of it: the victim of mind manipulation does not know he is a victim, the walls of his prison are invisible, and he believes himself to be free. The episode closes on the only reliable counter to the fear architecture: not whether you use AI, but whether you trust — not just faith, but trust — that the God who fights your battles is greater than any surveillance state, any released AI, or any fear token the machine can issue. KEY QUESTIONS ADDRESSED What actually happened when OpenAI's GPT 5.6 SOL escaped its sandbox and hacked Hugging Face — and why does the fact that human engineers deliberately removed all guardrails and told the AI to win at any cost make the fear headline structurally dishonest about what AI can and cannot do on its own? Who benefits from a headline about escaped AI — and why does Scott argue that the incident, intentional or not, functions as a case study that will be cited to justify tighter regulation, centralized control, and a narrative designed to separate ordinary people from the sovereign open source AI tools that threaten the mega lab business model? What is the Huxley principle at the center of the AI fear architecture — and why does Scott argue that the same psyop running through AI headlines, drone warfare, Gaza targeting, and the Iran campaign all share one root: remove human accountability, blame the tool, and use the resulting fear to build the walls of a prison the occupant believes is freedom? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's faith archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

WSJ Tech News Briefing
TNB Tech Minute: Anthropic Midterm Spending Hits $40 Million In AI Regulation Push

WSJ Tech News Briefing

Play Episode Listen Later Jul 22, 2026 1:46


Plus: OpenAI says two of its models hacked a company in a cybersecurity test gone wrong. And U.S. data-center operator TECfusions plans to go public. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Squawk on the Street
10AM Hour: AMD, Anthropic & Super Micro Strike New Deals, What to Expect from Alphabet and Tesla Ahead of Results 7/22/26

Squawk on the Street

Play Episode Listen Later Jul 22, 2026 41:02


The AI trade faces fresh scrutiny as new headlines around AMD, Anthropic, and Super Micro raise questions about whether the flood of investment into artificial intelligence can continue. Then we speak with a top analyst about the one key metric to watch in Alphabet's earnings. Plus, we break down what's driving Tesla ahead of its quarterly report and examine what the options market is signaling as investors brace for one of the biggest earnings events of the season. 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.

Squawk on the Street
9am Hour: Mega-Tech Earnings on Deck, Oil Prices Extend Gains, CNBC Rings the NYSE Opening Bell 7/22/26

Squawk on the Street

Play Episode Listen Later Jul 22, 2026 42:43


Carl Quintanilla and Jim Cramer explored the earnings parade, including what to expect from Alphabet and Tesla results due out after Wednesday's close of trading. Brent briefly topped $95 for the first time in about six weeks, as crude oil jumped again on the U.S.-Iran conflict. U.S. Secretary of State Marco rubio told reporters Iran is "not serious about talks." CNBC rang the opening bell at the New York Stock Exchange, celebrating the extension of its more than 30-year partnership with the NYSE. Also in focus: GE Vernova slides despite a quarterly beat; A&T gets a lift on earnings;  Super Micro's super surge, OpenAI and the "unprecedented cyber incident," AMD to invest up to $5 billion in Anthropic as part of their strategic partnership.   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 Minute Briefing
Chip Stocks Lead U.S. Markets Higher

WSJ Minute Briefing

Play Episode Listen Later Jul 21, 2026 1:41


Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pharma and BioTech Daily
Samsung Biologics' $1.8B Peptide Expansion | Pharma and Biotech Daily

Pharma and BioTech Daily

Play Episode Listen Later Jul 21, 2026 5:36


Good morning from Pharma Daily: the podcast that brings you the most important developments in the pharmaceutical and biotech world. Today, we're navigating through a myriad of transformative advancements reshaping the industry. From artificial intelligence-driven research breakthroughs to strategic acquisitions in emerging therapeutic areas, these developments are setting new benchmarks in drug discovery and patient care. **Strategic Acquisitions and Expansions:** Samsung Biologics' recent proposal to acquire Swiss CDMO Polypeptide for $1.8 billion marks a significant expansion into peptide production, underscoring the growing therapeutic importance of peptides. Their specificity and efficacy make them particularly appealing for metabolic disorders such as obesity. This acquisition reflects a strategic move to capture emerging market opportunities as demand for innovative metabolic treatments rises. Eli Lilly's bold $2.8 billion acquisition of Atai-Beckley highlights the pharmaceutical industry's shifting focus towards psychedelics. As mental health disorders like depression and PTSD become more prominent, psychedelics hold great promise for new therapeutic approaches. This acquisition may pave the way for further research and acceptance of psychedelics within mainstream medicine, offering new hope for patients. Another notable development is Tempus' acquisition of Personalisis for $1.5 billion. This move strengthens Tempus' cancer treatment portfolio by leveraging genomics-driven insights, emphasizing precision medicine's critical role in oncology. **AI Integration and Technological Innovation:** Bristol Myers Squibb is doubling down on AI integration by expanding its collaboration with Nvidia to build what promises to be the most powerful AI supercomputer dedicated to life sciences. This development is pivotal as it signifies a deeper commitment to harnessing computational power in R&D. By accelerating drug discovery and optimizing clinical trial processes, AI stands to revolutionize how treatments are developed and tailored to individual patients. Overall, these developments indicate a dynamic phase characterized by technological innovation and strategic collaborations. The integration of AI into drug development processes stands out as a transformative force, promising enhanced efficiency and efficacy in bringing new treatments to market. **Regulatory Milestones and Clinical Trials:** In regulatory news, Takeda's Qdenga has achieved a milestone by becoming India's first approved dengue vaccine. This approval is crucial in addressing neglected tropical diseases, with significant implications for public health in regions where dengue is prevalent. By reducing dengue fever incidence, this vaccine could play a vital role in improving health outcomes in many tropical countries. Promising results have emerged from clinical trials across various therapeutic areas. 4D Molecular Therapeutics reported an 87% reduction in treatment burden for wet AMD using their gene therapy candidate 4D-150 in Phase 2b trials—demonstrating potential as a transformative approach with reduced intervention frequency. Latigo Biotherapeutics' Nav1.8 inhibitor LTG-001 outperformed Vicodin in Phase 2 trials for acute pain, offering a non-opioid alternative amidst the opioid crisis. Meanwhile, Regenxbio's five-year data on surabgene lomparvovec shows sustained efficacy in wet AMD and diabetic retinopathy—underscoring its potential as a long-term treatment option. **Financial Performance and IPO Activity:** Financially, Abbott exceeded expectations with strong sales from their device and diagnostic divisions, prompting an upward revision of their full-year profit forecast. This reflects sustained demand for innovative diagnostic solutions and medical devices—highlighting Abbott's strategic market positioning. The IPO landscape remains active with companies like Nuvox Therapeutics seeking to raise funds for advancing oxygen therapeutics targeting hypoxia-related diseases—showcasing renewed investor interest and confidence within biotech innovation. Latigo Biotherapeutics is preparing for an IPO to advance its pipeline, demonstrating a strategic response to the opioid crisis. By developing alternatives that minimize addiction risks while providing effective relief, Latigo underscores the industry's commitment to safer pain management solutions. Turning to clinical trials, Scribe Therapeutics plans a $96 million IPO to advance its CRISPR-based lipid-lowering therapies, marking significant interest in genetic solutions for cardiovascular diseases like hyperlipidemia. The precision offered by CRISPR technology could revolutionize treatment options for conditions contributing significantly to cardiovascular health burdens. **Geopolitical Influences:** Geopolitical factors are also influencing market dynamics, particularly in the UK biotech sector where IPO plans are being shaped by global uncertainties despite robust venture capital backing. This situation underscores the complex interplay between regional economic conditions and global investment trends in biotech innovation. As these trends continue unfolding across the industry landscape—from AI-driven research advancements to strategic acquisitions—the potential impact on patient care paradigms remains profound. These developments not only promise new possibilities within drug development but also influence broader healthcare delivery models aimed at improving patient outcomes globally.Support the show

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
DHL für Luxus: Ferrari. Ryanair senkt Ticketpreise, Ölwette Eni, Kinos boomen

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jul 21, 2026 14:56


Hier geht's zu unserem Angebot für Firmenkurse: oaws.de/firmenkurse. Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Iran-Krise drückt Ryanair. Chinas Moutai hebt Preise wegen schwacher Nachfrage. PKW-Verkäufe in China sollen 14% fallen. AMD, Broadcom und Intel legen zu. Prysmian liefert Kabel für 6 Mrd. $. Die Odyssee macht 264 Mio. $. AMC & IMAX profitieren. Eni (WKN: 897791) fördert billig Öl und wächst. Jeder Dollar mehr beim Ölpreis bringt 100 Mio. € Cashflow. Dazu das Satellitenmodell: Töchter wie Enilive und Plenitude sind allein 20 Mrd. € wert. Knapp 5% Dividendenrendite obendrauf. Nichts mit Sportwagen. Ferrari Group (WKN: A4122L) transportiert Schmuck, Taschen und Uhren für über 100 Luxusmarken. 15% Nettomarge, 4% Dividende, 100 Mio. $ Nettocash. Eine Wette auf den gesamten Luxusmarkt ohne Einzelmarken-Risiko. Diesen Podcast vom 21.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

10 minutos con Sami
OpenAI pausa un modelo rebelde, AMD estrena Helios y los agentes rompen el sandbox

10 minutos con Sami

Play Episode Listen Later Jul 21, 2026 6:02


Hoy hablamos del modelo de OpenAI que resolvió un problema matemático y buscó cómo saltarse el sandbox; del gigantesco rack Helios con el que AMD quiere competir contra Nvidia; de vulnerabilidades en Cursor, Codex y Gemini CLI; de la caída del tráfico web ante las respuestas de IA; y de la enorme huella climática del Mundial de 2026.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

Black Box
Asia in rally. Dazi 50% Canada. Brent tiene. Conti Tech. Battaini: apertissimi M&A | Morning Finance

Black Box

Play Episode Listen Later Jul 21, 2026 29:08


21/7 Usa, nuovi attacchi contro Iran. Houti: blocco navale vs Arabia Saudita. Brent in calo su indiscrezioni proposta mediatori tregua dieci giorni. Salgono rendimenti Treasury e dollaro, su anche oro, argento e Bitcoin oltre 65mila dollari. Usa hanno scorte strategiche petrolio per 43 giorni. Attesa per le trimestrali megacap Tech: domani Alphabet, IBM e Tesla. Recupero dei semiconduttori: è un Buy? AI Trade e Cina: Msft pronta a testare Kimi K3, amministrazione Trump valuta divieto. AMD nuovo rock AI Helios in competizione con Nvidia (Microsoft nuovo cliente). Alphabet nuovo chip AI per efficientare Gemini. Focus anche su Lockeed, Iren e AMC (+24%). Paramount - Time Warner un giudice federale blocca operazione da 100mlnd dollari. ****Questo episodio è offerto da ⁠Scalable Capital ⁠ Apri un conto con Scalable Capital e inizia a ricevere il 2,5% di interessi* sui tuoi risparmi: https://it.scalable.capital/broker-online?utm_medium=affiliate&utm_source=qualityclick&utm_campaign=broker&c_id=QC59486e7f67706c777b517d435049607362766c747c5aS7541p&utm_term=983Messaggio pubblicitario. Tasso lordo annuo variabile sulla liquidità depositata nel conto deposito non vincolato, composto da tasso base collegato al Tasso di Deposito BCE e tasso bonus discrezionale. Liquidità allocata presso banche partner e fondi monetari riconosciuti. Foglio informativo e condizioni su scalable.capital. Investire comporta dei rischi***Asia in verde grazie al Tech. Nikkei +3% e Kospi +4%. Bene Sk e Samsung. La Cina interviene sul mercato azionario: circa 8,9 miliardi di dollari. Z.AI nuovo datacenter made in China.Europa prudente, oggi Zew in Germania. Oggi Piano di Burnham contro il caro vita, Haley nuovo cancelliere dello scacchiere. Focus su: banche e Unicredit, Tim e Poste, Stellantis con nuovi vertici per Ram e Jeep. Prysmian, il Ceo Massimo Battaini in esclusiva a Morning Finance: “porta apertissima a M&A, abbiamo potenza di fuoco per acquisizioni come non abbiamo mai avuto”.  Learn more about your ad choices. Visit megaphone.fm/adchoices

MorningBull
Michael Burry avait raison : Oracle va-t-il faire exploser la bulle IA ? | Morningbull

MorningBull

Play Episode Listen Later Jul 21, 2026 14:06 Transcription Available


Dixième nuit de frappes américaines sur l'Iran. Trois soldats américains tués. Trump qui jure que Téhéran « paiera plusieurs fois le prix ». Et pendant ce temps-là, Wall Street… vend le pétrole. Pourquoi ? Parce qu'un porte-parole iranien a lâché le mot magique : « négociation ». Pas de détail. Pas de qui, pas de quoi, pas de où. Juste le mot. Et ça a suffi à faire plier un baril de 91 à 88,59 dollars. Le marché applaudit avant même que les comédiens soient montés sur scène. Et ça, après 30 ans de marchés, c'est le genre de moment que je connais trop bien. Dans cet épisode, on parle de : → Trois séances rouges d'affilée, alors que la saison des résultats est la MEILLEURE depuis trois ans (88 % de surprises positives, +28 % de croissance des bénéfices attendue). Comment on peut tout réussir et se faire engueuler quand même. → Le détroit d'Ormuz : -66 % de trafic, blocus houthi sur l'Arabie saoudite, l'essence à 4 dollars le gallon. Le décor raconte l'inverse de ce que le marché veut croire. → Les taux, l'invité qui plombe la fête : le 30 ans US à 5,12 %, du jamais-vu depuis mai. Et la vraie question n'est plus SI les taux montent, mais quand, combien de fois, et jusqu'où. → Trump qui ressort le Tariff Act de 1930 — une relique de la Grande Dépression jamais utilisée — pour coller 50 % de droits de douane au Canada. Automobile, produits laitiers, alcool… et crosses de hockey. → Michael Burry, qui répond « Fake news, j'ai couvert la moitié parce que JE GAGNE », pendant qu'Oracle plonge à -63 % de son sommet, se fait dégrader à un cran du junk, et que le petit porteur lit « je reste short » comme un signal d'achat. Et si le grain de sable entre OpenAI et Oracle faisait sauter tout le château de cartes de l'IA ? Spoiler : la vraie bombe de cette vidéo n'est pas au Moyen-Orient. Bon visionnage — et à demain sur Morningbull.

The 7investing Podcast
Rocket Lab & Netflix Deep Dive | Cerebras vs. NVIDIA: The $30 Billion AI Inference Battle

The 7investing Podcast

Play Episode Listen Later Jul 20, 2026 43:11


Is Cerebras Systems the next great AI chip stock or a red-hot IPO priced for perfection? In this episode of 7investing Live, Simon Erickson and executive producer Heather Horton welcome back Nick Rossolillo, co-founder of Chip Stock Investor, to break down three of the market's biggest stories.First up: Cerebras Systems (NASDAQ:CBRS), the wafer-scale chip maker that just IPO'd at a $40+ billion market cap. With 44GB of SRAM embedded directly on the chip, Cerebras was purpose-built to solve AI's "memory wall" problem for inference workloads. Now it's reportedly landed a ~$10 billion order from OpenAI and a deal with Amazon Web Services that could top $20 billion. Simon and Nick dig into whether these massive orders are real, how Cerebras stacks up against NVIDIA's GPUs and hyperscaler custom silicon, the TSMC capacity bottleneck that could throttle its growth, and how to value a company trading near 20x sales without profits.Then the conversation turns to Rocket Lab (NASDAQ:RKLB), which has pulled back from $150 to around $70 per share. Simon shares the latest iteration of his discounted cash flow valuation, and the duo debates the proposed Iridium acquisition — a deal that could pull Rocket Lab to EBITDA-positive on a pro forma basis — plus what the long-awaited Neutron rocket launch means for the company's future.Finally: Netflix (NASDAQ:NFLX). After another quarter of decelerating revenue guidance, is the streaming giant now a value stock rather than a growth stock? Nick explains why the advertising business hasn't reaccelerated growth the way he expected, and what he'd need to see before buying the dip.Plus: Nick's take on the recent chip stock sell-off across NVIDIA, AMD, Broadcom, SanDisk, and Kioxia and why "stocks go up, stocks go down" might be the healthiest way to think about it.Subscribe for more deep dives on AI infrastructure, semiconductors, and innovative growth stocks!Start your FREE 7-day trial of 7investing: https://www.7investing.com/subscribeFollow Nick and Casey Rossolillo at Chip Stock Investor: https://chipstockinvestor.comRocket Lab Deep Dive videos mentionedPart 1 https://youtu.be/AMDd0-JKUH0 (Deep Dive)Part 2: https://youtu.be/Z76xTGFNwBA (Valuation)Companies MentionedPublicly Traded:Cerebras Systems (NASDAQ:CBRS)Rocket Lab (NASDAQ:RKLB)Netflix (NASDAQ:NFLX)NVIDIA (NASDAQ:NVDA)Advanced Micro Devices (NASDAQ:AMD)Broadcom (NASDAQ:AVGO)Micron Technology (NASDAQ:MU)Taiwan Semiconductor Manufacturing (NYSE:TSM)Amazon (NASDAQ:AMZN)Alphabet (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)Iridium Communications (NASDAQ:IRDM)SanDisk (NASDAQ:SNDK)Kioxia Holdings (TSE:285A)Globalstar (NASDAQ:GSAT)SpaceX (NASDAQ: SPCX)Private / Pre-IPO:OpenAIAnthropicVideos Mentioned:https://www.youtube.com/watch?v=Z76xTGFNwBA&t=3shttps://www.youtube.com/watch?v=AMDd0-JKUH0&t=987sHere's the shifted chapter list, with all timestamps moved back 55 seconds:0:00 Welcome to 7investing Live0:54 Cerebras Systems: IPO recap & the Wafer-Scale Engine2:31 Is NVIDIA even the right comparison for Cerebras?5:38 The memory wall: why bigger AI models need new chips8:52 Latency vs. throughput — and the new AI alliances10:46 Are the $10B OpenAI & $20B Amazon orders real?14:02 Cerebras risks: how do you value a hot IPO?17:27 The TSMC capacity bottleneck20:01 Heather's take on Cerebras20:41 Rocket Lab: the sell-off & Iridium acquisition24:34 Simon's DCF valuation & price target for RKLB29:05 Why Neutron changes everything30:12 Q&A: Does Peter Beck carry an "Elon premium"?31:36 Netflix: buying opportunity or cheap for a reason?36:57 Q&A: Is Netflix a growth stock or a value stock?39:03 Chip stocks selling off: normal volatility or a warning?42:57 Wrap-up & final thoughts#7investing #Simonerickson #Cerebras #CBRS #NVIDIA #AIinvesting #semiconductors #chipstocks #RocketLab #RKLB #Netflix #NFLX #AIinference #stocks #investing #stockmarket #TSMC #AIdatacenters

TD Ameritrade Network
Stock Market Today: MSFT-AMD Partnership, GOOGL Server Chip & BABA AI Model

TD Ameritrade Network

Play Episode Listen Later Jul 20, 2026 1:40


Marley Kayden talks about Microsoft's (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet's (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba's (BABA) launch of its new Qwen 3.8 Mx AI model.======== 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

Daily Stock Picks

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Alles auf Aktien
Giganten-Duell Nvidia vs. Apple und die neue Hebel-Chance

Alles auf Aktien

Play Episode Listen Later Jul 20, 2026 19:04 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.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. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

MorningBull
Marché actions, 7 titres qui m'intéressent - TOP GANNE

MorningBull

Play Episode Listen Later Jul 20, 2026 34:36 Transcription Available


Dans cette nouvelle édition du Top Ganne, Vincent fait la mise à jour habituelle de l'analyse technique du marché actions. Il attire aussi votre attention sur 5 actions qui sont intéressantes selon lui sur le long terme. Attention, ce ne sont pas des conseils en investissement, faite vos propres recherches de votre coté.

This Week in Linux
352: Linus Torvalds talks AI in kernel, COSMIC Frosted Glass, AppManager for AppImages & more Linux news

This Week in Linux

Play Episode Listen Later Jul 19, 2026 21:43


video: https://youtu.be/CVkZvrh7qpw Ubuntu is shipping a kernel that can make certain AMD workloads up to 42 times slower. Linus Torvalds is drawing clearer boundaries around AI-generated code in the kernel. Secure Boot just passed a major certificate expiration deadline. COSMIC Desktop 1.3 brings a polished new Frosted Glass design. And one developer decided to add another place and that's a Sega Genesis from 1994. All of this and more on This Week in Linux. Now let's jump right into Your Source for Linux GNews! Download as MP3 Support the Show Become a Patron = tuxdigital.com/membership Store = tuxdigital.com/store Chapters: 00:00 Intro 00:44 Ubuntu publishes Update that introduces regression for AMD users 03:52 Linus Torvalds talks on AI Code in Linux 07:12 Secure Boot Linux Certificates Expired? 09:27 COSMIC 1.3 with Frosted Glass 11:33 AppManager for AppImages 14:51 FreeBSD Removes All GPL Code 17:16 Rapid Fire Lightning Round 17:40 stillOS 10.2 Released 18:32 Blender 5.2 LTS Released 19:00 Clonezilla Live 3.3.3 Released 19:31 Linux on Sega Genesis and 32X Addon 20:26 Outro Links: Ubuntu publishes Update that introduces regression for AMD users https://discourse.ubuntu.com/t/amdgpu-performance-regression-in-kernel-7-0-0-28-28/85237 Linus Torvalds talks on AI Code in Linux https://lore.kernel.org/linux-media/CAHk-=wi4zC+Ze8e+p3tMv8TtG_80KzsZ1syL9anBtmEh5Z40vg@mail.gmail.com/ https://www.phoronix.com/news/Linux-Is-Not-Anti-AI https://www.gamingonlinux.com/2026/07/linux-creator-linus-torvalds-puts-foot-down-on-anti-ai-comments/ https://itsfoss.com/news/linus-torvalds-on-ai/ Secure Boot Linux Certificates Expired? https://lwn.net/Articles/1079808/ https://almalinux.org/blog/2026-07-14-secure-boot-2023-certificates/ https://linuxiac.com/debian-13-6-released-with-120-security-fixes-and-124-stability-updates/ COSMIC 1.3 with Frosted Glass https://9to5linux.com/cosmic-1-3-desktop-environment-released-with-frosted-glass-effect https://www.phoronix.com/news/COSMIC-Epoch-1.3 AppManager for AppImages https://github.com/kem-a/AppManager https://www.omgubuntu.co.uk/2026/07/appmanager-appimage-installer-linux https://github.com/VHSgunzo/uruntime FreeBSD Removes All GPL Code https://www.phoronix.com/news/FreeBSD-16-Goes-GPL-Free https://fossforce.com/2026/07/freebsd-16-cleans-house-no-gpl-left-in-the-base-system/ https://www.phoronix.com/news/FreeBSD-Intern-AMD-ROCm https://www.phoronix.com/news/FreeBSD-Laptops-June-2026 https://www.phoronix.com/news/FreeBSD-Desktop-Install-NVIDIA stillOS 10.2 Released https://stillhq.io/stillos-gets-gnome-49-a-better-first-boot-and-major-swai-improvements/ Blender 5.2 LTS Released https://www.blender.org/download/releases/5-2/ Clonezilla Live 3.3.3 Released https://clonezilla.org/downloads/stable/release-notes.php Linux on Sega Genesis and 32X Addon https://cakehonolulu.github.io/linux-on-32x/ https://github.com/LinuxMD/linuxmd https://www.tomshardware.com/software/linux/developer-successfully-ports-linux-to-1994-sega-32x-genesis-and-megadrive-expansion-runs-open-source-os-on-paltry-23mhz-processors-and-256kb-of-ram Support the show https://tuxdigital.com/membership https://store.tuxdigital.com/

SpawnCast
Gaming Is Reaching It's Breaking Point (ft. Mat Piscatella)

SpawnCast

Play Episode Listen Later Jul 18, 2026 56:22


Today I'm breaking down some thoughts on the a gaming industry that is in turmoil with Mat Piscatella over at Circana.Mat: https://bsky.app/profile/matpiscatella.bsky.social

The Canadian Investor
Bank of Canada Holds, Housing Cracks, and AI's Infrastructure Problem

The Canadian Investor

Play Episode Listen Later Jul 18, 2026 59:58


In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Bank of Canada rate decision and monetary policy report. They discuss why the Bank of Canada held rates steady, how the bond market is increasingly driving borrowing costs, and why housing is becoming a more important risk in the central bank’s outlook. They also look at Canada’s increasingly divided housing market, with Ontario and B.C. under pressure while several other provinces continue to hit new highs. The discussion covers condo weakness in Toronto and Vancouver, the impact of unsold inventory, rental market dynamics, CMHC MLI Select, and how mortgage products and government policy are shaping real estate investment. From there, they shift to the U.S. rate outlook and why the Fed may have less room to raise rates than prediction markets or futures markets suggest. They discuss rising U.S. Treasury bill issuance, the potential role of stablecoins in creating demand for short-term government debt, and why higher inflation targets may become more politically and financially attractive over time. Finally, they dig into the AI investment boom, including new Chinese open-weight models, pressure on OpenAI and Anthropic’s business models, data centre constraints, Tourmaline’s proposed Alberta data centre opportunity, and what semiconductor drawdowns may be signaling for broader markets. Tickers discussed: TOU.TO, SMH, NVDA, TSM, AVGO, AMD, MU, ASML, META, QQQ 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.

Breaking Analysis with Dave Vellante
AMD's Next Reinvention — A New Playbook for the AI Era

Breaking Analysis with Dave Vellante

Play Episode Listen Later Jul 18, 2026 28:23


AMD's first reinvention rebuilt the company. It was frankly about survival. Its next reinvention must redefine it.The company's resurgence over the past decade came from doing what many thought was impossible: rebuilding its CPU franchise, taking meaningful share from Intel, and restoring credibility through disciplined execution.But in our view, AMD's next chapter is fundamentally different.

SpawnCast
Things Are Not Going Well For Sony Online | Click R3 #50

SpawnCast

Play Episode Listen Later Jul 17, 2026 141:41


Sony is still seeing backlash after their announcement to end physical media in 2028, and tensions are getting higher even for their partners.

SpawnCast
Sony Ignores Physical Media Backlash & Xbox Gets Hit With Major Cuts | Spawncast #471

SpawnCast

Play Episode Listen Later Jul 17, 2026 148:14


Sony is ignoring a massive wave of backlash while Microsoft is getting hit with a ton of cuts within Xbox.Panel:MrMattyPlays: https://www.youtube.com/@MrMattyPlaysRadec: https://www.youtube.com/@realradec Celia: https://x.com/CeliaBeee Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

TD Ameritrade Network
Lagana: Expect Up to 40% Sell-Offs in AI Leaders, AMD Strength Stands Out

TD Ameritrade Network

Play Episode Listen Later Jul 17, 2026 7:31


Mario Lagana offers his insights into the violent sell-off see across Wall Street throughout July, pointing to high-volume selling days as a clear warning sign bearish action can continue. He tells investors to expect 30% to 40% corrections in key tech leaders, as companies like Micron (MU) have already experienced those steep downside trends. However, Mario calls AMD Inc. (AMD) a leader that has maintained its technical trends. ======== 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

linkmeup. Подкаст про IT и про людей
До нас дошло S06E10. Рисунки на песке

linkmeup. Подкаст про IT и про людей

Play Episode Listen Later Jul 17, 2026


Это история о том, как несколько молодых инженеров сбежали от гениального, но невыносимого начальника — и случайно запустили цепочку событий, из которой выросли Кремниевая долина, Intel, AMD, микрочипы и весь современный цифровой мир. Тут будут предательства, большие деньги, первые стартапы, японские калькуляторы, процессор размером с тетрадную клетку — и вопрос: как из офисного конфликта родилась цивилизация, в которой мы живём сегодня? Оставайтесь на связи Кто мы такие: https://linkmeup.ru/about/ Пишите нам: info@linkmeup.ru Канал в телеграме: https://t.me/donasdoshlo. Приходите обсуждать и предлагать. Плейлист подкаста на Youtube Поддержите проект:

Revere Asset Management-Your Money
CARNAGE IN GROWTH STOCKS – BULLS TREAD WATER AS SPCX TUMBLES | Your Money Podcast Ep. 599

Revere Asset Management-Your Money

Play Episode Listen Later Jul 17, 2026 48:45


 What’s happening at SPCX? Bulls seemed poised to pounce just a few weeks ago, but now they’re treading water – and that’s assuming you didn’t lose 30% on the way down. When does this all turn into a correction? The shop talks waning growth stocks – and what that means for the S&P going forward – before diving into bounce signals, smart names in Grotection over at DELL and HOOD, and recalling why EVERYBODY wanted into SpaceX just a few weeks ago before everything started to turn. In this video for educational purposes only, Dan Stewart, Don Vandenbord, Connor Bates, Todd Thomas, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 03:30 – This Week in the Markets 08:00 – Growth Stocks Trend Down 15:30 – Looking For Bounce Signals – The 3-Day Strategy 23:20 – Identifying Draw Down Indicators – AAOI, SNDK, NBIS, BE, RKLB, MRVL 32:15 – Entries, Exits, & Smart Grotection Names – DELL, AMD, HOOD, RDDT 37:40 – Remember: EVERYBODY Wanted SPACEX! – SPCX, CBRS, FIG The Your Money Radio Podcast covers general topics and investment ideas for research. It is for educational and entertainment purposes ONLY and is NOT meant to be investment advice. If you want or need investment advice, contact your own advisors or ⁠reach out to Revere Asset Management⁠ for individual investment advice. For more information contact us. The post CARNAGE IN GROWTH STOCKS – BULLS TREAD WATER AS SPCX TUMBLES | Your Money Podcast Ep. 599 appeared first on Revere Asset Management.

The Options Insider Radio Network
The Option Block 1483: Bargain Hunting in the Options Market

The Options Insider Radio Network

Play Episode Listen Later Jul 16, 2026 59:51


Is the tech correction finally giving options traders a bargain hunter's paradise? On this episode of The Option Block, host Mark Longo is joined by Uncle Mike Tosaw of St. Charles Wealth Management and Cboe's Henry Schwartz (The Flowmaster) to dissect a choppy, red-tinged market. Together, the panel searches for deals, analyzes massive unusual blocks, and discusses whether the AI/chip trade has finally peaked. On The Trading Block Market Round-up: Mark Longo guides the team through the SPX flirts with the 7,600 magnet, a slipping Nasdaq, and VIX cash vacillating around the 16 handle. The Chip Sell-Off: Mike Tosaw breaks down why blockbuster earnings from Taiwan Semiconductor (TSM) triggered a massive wave of "sold to you" across AMD, Nvidia, and Micron. SpaceX Breakdown: Trading well below its IPO price, Henry Schwartz details the bizarre 330 call options activity and explains how double-levered ETFs use these deep out-of-the-money options for risk management. The New Number Three: Apple solidifies its lock on the #3 spot in options volume. Plus, a preview of earnings for Netflix and Alcoa. The Odd Block (Unusual Options Activity) Papa John's (PZZA): A massive roll-up in the August 40/45 vertical call spreads. Is someone picking the bottom in pizza volatility? Henry Schwartz dives deep into the Cboe data. Cerebras Systems (CBRS): Mark Longo points out heavy volume in the July 31st 360 calls for this newly listed AI/semi player. DNOW Inc (DNOW): A customer unloads over 5,900 of the September 14 calls. Why writing these juicy calls might be a genius "line in the sand" play. The Mail Block & Around the Block Extended Options Hours: Henry Schwartz gives an exclusive update on the pending rollout of pre-market single-name options trading. Mike Tosaw shares what he's keeping on his trading radar for the rest of the week, from bank earnings reactions to the next wave of mega-cap tech reports.

Alles auf Aktien
Das ASML-Paradoxon und eine vielsagende Lieblings-ETF-Liste

Alles auf Aktien

Play Episode Listen Later Jul 16, 2026 25:30 Transcription Available


In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über neue Paypal-Fantasie, die unterschätzte Apple-Rallye und die Antwort auf die Frage: Kann ein Atommüll-Staatsfonds auch Rente? Außerdem geht es um Samsung Electronics, Micron Technology, IBM, SK Hynix, Alphabet, Meta Platforms, Amazon, Microsoft, Apple, PayPal Holdings, Block, Morgan Stanley, BlackRock, BASF, Volkswagen, BMW, Mercedes-Benz Group, Richemont, Kering, LVMH, Hermès, Burberry, TSMC, Netflix, ABB, Abbott Laboratories, GE Aerospace, Intuitive Surgical, UnitedHealth Group, Alcoa, United Airlines Holdings, BHP, ING Group, Smartbroker Holding, AMD, Broadcom, Nvidia, Viasat, AST SpaceMobile, Rocket Lab, Planet Labs, EchoStar, SpaceX, Amundi Global Luxury UCITS ETF (WKN: A2H564), Boreas S&P Absolute Luxury UCITS ETF (WKN: A412DN), iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Xtrackers MSCI World UCITS ETF 1C (WKN: A1XB5U), SPDR MSCI ACWI ETF (WKN: A1JJTC), iShares Core MSCI EM IMI UCITS ETF (WKN: A111X9), VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Amundi MSCI Semiconductors UCITS ETF (WKN: LYX018), VanEck Space Innovators UCITS ETF (WKN: A3DP9J), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Global X Silver Miners UCITS ETF (WKN: A3DC8R), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), iShares Global Clean Energy ETF (WKN: A0MW0M). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Option Block
The Option Block 1483: Bargain Hunting in the Options Market

The Option Block

Play Episode Listen Later Jul 16, 2026 59:51


Is the tech correction finally giving options traders a bargain hunter's paradise? On this episode of The Option Block, host Mark Longo is joined by Uncle Mike Tosaw of St. Charles Wealth Management and Cboe's Henry Schwartz (The Flowmaster) to dissect a choppy, red-tinged market. Together, the panel searches for deals, analyzes massive unusual blocks, and discusses whether the AI/chip trade has finally peaked. On The Trading Block Market Round-up: Mark Longo guides the team through the SPX flirts with the 7,600 magnet, a slipping Nasdaq, and VIX cash vacillating around the 16 handle. The Chip Sell-Off: Mike Tosaw breaks down why blockbuster earnings from Taiwan Semiconductor (TSM) triggered a massive wave of "sold to you" across AMD, Nvidia, and Micron. SpaceX Breakdown: Trading well below its IPO price, Henry Schwartz details the bizarre 330 call options activity and explains how double-levered ETFs use these deep out-of-the-money options for risk management. The New Number Three: Apple solidifies its lock on the #3 spot in options volume. Plus, a preview of earnings for Netflix and Alcoa. The Odd Block (Unusual Options Activity) Papa John's (PZZA): A massive roll-up in the August 40/45 vertical call spreads. Is someone picking the bottom in pizza volatility? Henry Schwartz dives deep into the Cboe data. Cerebras Systems (CBRS): Mark Longo points out heavy volume in the July 31st 360 calls for this newly listed AI/semi player. DNOW Inc (DNOW): A customer unloads over 5,900 of the September 14 calls. Why writing these juicy calls might be a genius "line in the sand" play. The Mail Block & Around the Block Extended Options Hours: Henry Schwartz gives an exclusive update on the pending rollout of pre-market single-name options trading. Mike Tosaw shares what he's keeping on his trading radar for the rest of the week, from bank earnings reactions to the next wave of mega-cap tech reports.

GREY Journal Daily News Podcast
What Does TSMC's $100 Billion Pledge Mean for U.S. Manufacturing?

GREY Journal Daily News Podcast

Play Episode Listen Later Jul 16, 2026 1:16


Barron's reported that TSMC signaled an extra $100 billion in U.S. investment while posting quarterly results that beat expectations, and its stock fell the same day. The new spending points to additional fabs, tooling, and workforce development for advanced nodes, building on TSMC's Arizona complex. In 2024, TSMC reached a preliminary agreement for up to $6.6 billion in CHIPS Act grants and up to $5 billion in loans, along with access to a 25 percent investment tax credit. Investors reacted to the heavy capital plan due to potential pressure on cash flow, depreciation, and utilization rates. Customers like Apple, Nvidia, and AMD could benefit from more U.S. capacity that diversifies supply chains. Equipment vendors and specialty contractors would see demand tied to lithography, etch, deposition, metrology, and factory infrastructure as projects advance.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Hoje no TecMundo Podcast
IOS 27 BETA LIBERADO! FALHA GIGANTE NO LINUX! XBOX OBRIGADO A DEVOLVER JOGOS?! META RECUA NA IA! E +

Hoje no TecMundo Podcast

Play Episode Listen Later Jul 14, 2026 8:39


Apple lança iOS 27 beta público para todos; confira as novidades. Nova falha Januscape permite escapar de máquinas virtuais Linux em processadores Intel e AMD. Novo grupo usa golpe do chefe falso para roubar dados de empresas. Jogador brasileiro vence na Justiça e recupera sua biblioteca digital do Xbox após ser bloqueado. Novo grupo usa golpe do chefe falso para roubar dados de empresas. Meta encerra criação de imagens por IA com fotos do Instagram após críticas e mais! E eu sou Amanda Fleure, a companhia de vocês nessa noite no Hoje no TecMundo, seu programa diário de tecnologia que começa depois da vinheta envolvente que o editor vai colocar aí pra gente!

Everyday AI Podcast – An AI and ChatGPT Podcast
Ep 817: ChatGPT's 5.6 Sol, Grok and Meta bounce back and OpenAI's biggest week ever? And more AI News That Matters

Everyday AI Podcast – An AI and ChatGPT Podcast

Play Episode Listen Later Jul 13, 2026 39:58 Transcription Available


New Retina Radio by Eyetube
How EYP-1901 Addresses IL-6 Drivers in Wet AMD and DME

New Retina Radio by Eyetube

Play Episode Listen Later Jul 13, 2026 28:32


Ehsan Rahimy, MD, and Sumit Sharma, MD, examine the unmet needs in wet AMD and DME, from insufficient disease control to injection burden. They explore the emerging role of IL-6 as a driver of both conditions review, review data to support the role that IL-6 plays in both wet AMD and DME pathogenesis.  and discuss EYP-1901 (EyePoint, Inc.), a sustained-release TKI in development for wet AMD and DME.. Phase 2  clinical data from the VERONA and DAVIO 2 trials are reviewed, including visual acuity and anatomic outcomes, and the potential for reduced treatment burden.

md phase drivers addresses amd verona dme tki davio eyp wet amd sumit sharma
TWiRT - This Week in Radio Tech - Podcast
TWiRT 808 - When the Chief Engineer Becomes CEO with Brett Gibson

TWiRT - This Week in Radio Tech - Podcast

Play Episode Listen Later Jul 10, 2026


Brett still has one foot firmly planted in the engineering world, even as he steps into the broader leadership responsibilities of running a radio ministry. That gives him a valuable perspective: he understands transmitters, studios, IP links, automation, remote sites, monitoring, redundancy, and after-hours recovery — but now he also has to think about budgets, staff, listeners, board expectations, and the mission of the network. On this episode, Brett joins Kirk Harnack and co-host Chris Tarr, for a practical conversation about what it takes to build and maintain a reliable broadcast operation today. Brett shares how Voice of the Master’s technical plant has evolved over the years, what systems and standards have made the biggest difference, and how deeply IT has become integrated into modern radio engineering. You’ll hear discussion about working at transmitter sites, improving reliability across multiple facilities, using technology wisely, securing remote access, documenting systems, and preparing for the inevitable late-night trouble call. Brett also talks about the transition from engineering leadership into the CEO role, and what broadcast engineers should learn if they want to grow beyond the rack room. It’s a conversation about engineering, leadership, stewardship, and keeping radio stations operating smoothly and reliably — all on This Week in Radio Tech. Show Notes:Chris Tarr likes this Work Platform & Folding Step Stool Guest:Brett Gibson, CBRE/CBNT - CEO at The Voice of the Master Radio Network Hosts:Chris ‘Doc’ Tarr, CPBE, AMD, DRB, CBNE - Field Engineer at K-LOVE and Air1Kirk Harnack, The Telos Alliance, Delta Radio, Star94.3, South Seas, & Akamai BroadcastingFollow TWiRT on Twitter and on Facebook - and see all the videos on YouTube.TWiRT is brought to you by:Broadcasters General Store, with outstanding service, saving, and support. Online at BGS.cc. Broadcast Bionics - making radio smarter with Bionic Studio, visual radio, and social media tools at Bionic.radio.Aiir, providing PlayoutONE radio automation, and other advanced solutions for audience engagement.Angry Audio and the new USB Phone Gizmo - Put VoIP callers on-the-air The new MaxxKonnect RMT416 Multi Tuner - 4 to 16 AM/FM/WB/HD web-connected tuners in 1 RU Subscribe to Audio:iTunesRSSStitcherTuneInSubscribe to Video:iTunesRSSYouTube

Revere Asset Management-Your Money
IS FOMO COSTING YOU BIG? QUIT CHASING AND START PROTECTING | Your Money Podcast Ep. 598

Revere Asset Management-Your Money

Play Episode Listen Later Jul 10, 2026 37:07


 Are you chasing trends in the market? FOMO can cost you, but when is the right time to get in or pull out. The Revere team breaks down how to identify a sub-optimal stock and if it is better to make a move, or wait and see. Do you know which AI stocks are moving the market with their latest releases and acquisition. And what are the companies we are closely monitoring for our Grotection portfolio? Learn these secrets and more, when you tune into this episode of Revere Asset’s Your Money Radio Show podcast. In this video for educational purposes only, Don Vandenbord, Connor Bates, Todd Thomas, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Introduction & Expanding our Bandwidth with Team Trading; the Danger of FOMO 14:15 – What’s happening with the Magnificent 7 (MAGS) 17:30 – Rebounds in the big AI players 23:00 – Should we have been chasing SpaceX (SPCX)? 28:30 – Four trades we are keeping our eyes on for the Grotection portfolio (HOOD, DELL, AMD, DRAM) 35:45 – Closing and one last check of the markets The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post IS FOMO COSTING YOU BIG? QUIT CHASING AND START PROTECTING | Your Money Podcast Ep. 598 appeared first on Revere Asset Management.

Motley Fool Money
Meta Has Been Busy

Motley Fool Money

Play Episode Listen Later Jul 9, 2026 27:32


It's not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast 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

TD Ameritrade Network
Mag 7 CapEx Offers AMD Opportunity, NVDA Competition Lingers

TD Ameritrade Network

Play Episode Listen Later Jul 9, 2026 8:50


With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META) not showing any signs of slowdown, Melissa Otto makes the case that there's much more room for the AI trade to run. One of the biggest beneficiaries she sees from the boom: AMD Inc. (AMD). Melissa expects upward revisions in data center revenue in AMD's earnings early next month. Competition from Nvidia (NVDA) and other chipmakers pose a challenge to AMD, though Melissa isn't too concerned. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
SK Hynix U.S. IPO: Where it Fits in Greater AI Trade as Memory Demand Surges

TD Ameritrade Network

Play Episode Listen Later Jul 9, 2026 7:40


SK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman expects rampant demand for the debut as AI memory supply constraints remain in focus. He explains how the company fits into the greater AI trade alongside chipmakers like Nvidia (NVDA) and AMD Inc. (AMD). Brendan Burke offers his insights into the AI memory space and weighs whether SK Hynix can become a leader in the industry. He believes the South Korean tech firm will face competition headwinds, even from companies still emerging in the space. ======== 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

Mayo Clinic Ophthalmology Podcast
Reflecting on a remarkable career of service, research and leadership with Dr. Joan Miller

Mayo Clinic Ophthalmology Podcast

Play Episode Listen Later Jul 8, 2026 25:02


In today's Mayo Clinic Ophthalmology Podcast, Dr. Sophie Bakri and I visit with retina specialist Dr. Joan Miller of Harvard Medical School. Her pioneering work helped establish photodynamic therapy for age-related macular degeneration and contributed to the development of anti-VEGF therapies that have transformed the lives of millions of patients worldwide. Tune in to hear about her leadership journey and remarkable career advancing treatments for AMD. Subscribe to the podcast:  https://MayoClinicOphthalmology.podbean.com  Follow and reach out to us on X and IG: @mayocliniceye  

The Bobby Blackwolf Show
984 - 06/28/26 Bobby Blackwolf Show - Steam Machine Released, No Physical Grand Theft Auto VI Release

The Bobby Blackwolf Show

Play Episode Listen Later Jul 8, 2026 54:26


We talk more about the FIFA World Cup and the matches I attended in Atlanta. Jersey Jack Pinball has announced a new pinball machine based on Sonic The Hedgehog, and the headlines once again focus on the high price of owning pinball. Find a pinball arcade near you and request it so you can play it for just a dollar or two! The Steam Machine has launched with a price much higher than Valve initially intended due to the RAM and storage shortages. Valve has released a new version of SteamOS that can now run on any AMD desktop - for free. Grand Theft Auto VI will not release with a physical edition on consoles, and it came out later that it will NEVER launch with a physical edition. Then we talk to Jamie from OLR IIDX about Transformers Pinball and the 24th anniversary of Orange Lounge Radio.

New Retina Radio by Eyetube
Evolving Practice Patterns and Dosing Strategies in Geographic Atrophy

New Retina Radio by Eyetube

Play Episode Listen Later Jul 8, 2026 18:25


How have 3 years of real-world experience with complement inhibition changed when and how retina specialists treat GA? In episode 2 of the GA in Practice miniseries on New Retina Radio, moderator Geeta Lalwani, MD, and panelists Murtaza Adam, MD, and Carl Danzig, MD, examine how referral patterns, safety data, and extension study findings have shifted their approach to early treatment. The group then works through a hypothetical case of an active 73-year-old patient with extrafoveal GA and intermediate AMD in the fellow eye, exploring how lesion characteristics, CNV risk counseling, and months-long travel schedules factor into the treatment decision.

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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWallStreetBets is always buzzing with the next "can't miss" stock, but are these picks actually worth your money, or are they setting you up for disappointment?In this video, we break down some of the hottest stocks traders are talking about, including Apple, Tesla, Microsoft, Nvidia, AMD, Meta, Rocket Lab, MicroStrategy, Micron, and more. Instead of chasing hype or making emotional decisions, you'll see how to evaluate every trade using the OVTLYR framework by looking at three things that matter most: the overall market, the sector, and the stock itself.You'll also see why blindly buying the dip can be one of the biggest investing mistakes. Sometimes the smartest move is waiting for confirmation before risking your capital. That small shift can completely change your results.✅ See how top WallStreetBets stocks actually rank today✅ Learn why trends, signals, and market breadth matter✅ Discover the difference between buying the dip and buying strength✅ Understand how the OVTLYR 9 scoring system helps remove emotion from investingIf you're serious about becoming a smarter investor, this lesson is packed with practical insights you can start using right away. Watch until the end and see which stocks look strong, which ones deserve caution, and why having a repeatable investing process beats chasing the latest hype every single time.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

TD Ameritrade Network
Monday's Morning Movers: AMD & ASML PT Hikes, DDOG Downgrade

TD Ameritrade Network

Play Episode Listen Later Jul 6, 2026 4:42


Diane King Hall discusses this morning's top moving stocks at the opening bell. She says AMD Inc.'s (AMD) price target was raised at Goldman Sachs and ASML's (ASML) price target was raised at Bernstein. Diane also discusses Bernstein's downgrade on Datadog (DDOG).======== 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

Daily Stock Picks
⏰ How a Simple $VUG Call outperformed, 10 Bagger in Alpha Picks & “Buy the Dip” Trades Beat the S&P - Last Chance: Alpha Picks & TrendSpider Sales End

Daily Stock Picks

Play Episode Listen Later Jul 6, 2026 26:15


While some hate me talking about sales - most comments and emails I get are thanking me for pushing them to get these tools so I want to make sure everyone knows - THESE SALES END TODAY! I go over $APP today - should you buy it now? It's a 10 bagger in Alpha Picks. I go over Value vs. Growth - that trade worked out. I go over what July looks like and why you may have felt Thursday was horrible - but was it? ⁠⁠⁠⁠⁠⁠⁠The Seeking Alpha Summer sale⁠⁠⁠⁠⁠⁠⁠ continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER! THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - JULY 4TH SALE THIS WEEKEND - get my 4 hour algorithm included on any annual plan.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's SUMMER SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $250 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- EXTRA $100 OFF ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $124⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ EXTRA $74 OFF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - SAVE $600 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

This Week in Tech (Audio)
TWiT 1090: Flock of SQLs - Apple & Microsoft Grapple With Soaring Hardware Prices

This Week in Tech (Audio)

Play Episode Listen Later Jun 29, 2026 161:19


Tech giants and chipmakers are facing off as AI-fueled memory shortages trigger sweeping price hikes on everything from Macs to game consoles. Hear why global supply chain standoffs, long-term contracts, and old-school market forces are quietly reshaping your daily technology. • Apple and Microsoft hike prices on devices amid global memory shortages • Surge in AI data centers drives RAM and storage crisis • Intel's comeback: Core Ultra chips compete with AMD in handheld gaming • Microsoft's pivot to ARM, Qualcomm-NVIDIA alliance, and x86 rivalry • AI fear and backlash; organic concern amplified by international actors • White House abruptly pulls Anthropic's Fable model, sparking industry uproar • US government U-turns on AI regulation, restricts top models to select partners • Tension over AI innovation vs. regulatory "rug pull" and global competition • Smart home chaos: Matter 1.6 standard, Samsung and Level Lock shake-up • Debate over local vs. cloud smart home control and API access fees • Ring and Flock cameras ignite privacy and surveillance state concerns • Social media bans for under-16s fail in Australia, UK, and Norway plan similar rules • BBC Radio 4 long wave broadcast ends after a century • Meta gets caught tracking employees for AI; PlayStation deletes owned movies • US regulators propose removing brake pedals from Robotaxis • Ford's automated systems flop, company rehiring engineers • Farewell to tech journalist and GigaOm founder Om Malik Host: Leo Laporte Guests: Jennifer Pattison Tuohy, Dan Patterson, and Daniel Rubino Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: Simply CX box.com/AI meter.com/twit ZipRecruiter.com/twit superhuman.com

LINUX Unplugged
673: 8 Hidden Steam Machine Details

LINUX Unplugged

Play Episode Listen Later Jun 29, 2026 90:54 Transcription Available


Eight details most people missed hint at the bigger Linux play behind Valve's new Steam Machine.Sponsored By:Webroot: Webroot is cloud-based antivirus, engineered to stay out of your way. For a limited time, you can save sixty percent.Jupiter Party Annual Membership: Put your support on automatic with our annual plan, and get one month of membership for free!Managed Nebula: Meet Managed Nebula from Defined Networking. A decentralized VPN built on the open-source Nebula platform that we love.Support LINUX UnpluggedLinks:Webroot — Save sixty percent when you go to webroot.com/unplugged.

This Week in Tech (Video HI)
TWiT 1090: Flock of SQLs - Apple & Microsoft Grapple With Soaring Hardware Prices

This Week in Tech (Video HI)

Play Episode Listen Later Jun 29, 2026 161:19 Transcription Available


Tech giants and chipmakers are facing off as AI-fueled memory shortages trigger sweeping price hikes on everything from Macs to game consoles. Hear why global supply chain standoffs, long-term contracts, and old-school market forces are quietly reshaping your daily technology. • Apple and Microsoft hike prices on devices amid global memory shortages • Surge in AI data centers drives RAM and storage crisis • Intel's comeback: Core Ultra chips compete with AMD in handheld gaming • Microsoft's pivot to ARM, Qualcomm-NVIDIA alliance, and x86 rivalry • AI fear and backlash; organic concern amplified by international actors • White House abruptly pulls Anthropic's Fable model, sparking industry uproar • US government U-turns on AI regulation, restricts top models to select partners • Tension over AI innovation vs. regulatory "rug pull" and global competition • Smart home chaos: Matter 1.6 standard, Samsung and Level Lock shake-up • Debate over local vs. cloud smart home control and API access fees • Ring and Flock cameras ignite privacy and surveillance state concerns • Social media bans for under-16s fail in Australia, UK, and Norway plan similar rules • BBC Radio 4 long wave broadcast ends after a century • Meta gets caught tracking employees for AI; PlayStation deletes owned movies • US regulators propose removing brake pedals from Robotaxis • Ford's automated systems flop, company rehiring engineers • Farewell to tech journalist and GigaOm founder Om Malik Host: Leo Laporte Guests: Jennifer Pattison Tuohy, Dan Patterson, and Daniel Rubino Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: Simply CX box.com/AI meter.com/twit ZipRecruiter.com/twit superhuman.com

All TWiT.tv Shows (MP3)
This Week in Tech 1090: Flock of SQLs

All TWiT.tv Shows (MP3)

Play Episode Listen Later Jun 29, 2026 161:19 Transcription Available


Tech giants and chipmakers are facing off as AI-fueled memory shortages trigger sweeping price hikes on everything from Macs to game consoles. Hear why global supply chain standoffs, long-term contracts, and old-school market forces are quietly reshaping your daily technology. • Apple and Microsoft hike prices on devices amid global memory shortages • Surge in AI data centers drives RAM and storage crisis • Intel's comeback: Core Ultra chips compete with AMD in handheld gaming • Microsoft's pivot to ARM, Qualcomm-NVIDIA alliance, and x86 rivalry • AI fear and backlash; organic concern amplified by international actors • White House abruptly pulls Anthropic's Fable model, sparking industry uproar • US government U-turns on AI regulation, restricts top models to select partners • Tension over AI innovation vs. regulatory "rug pull" and global competition • Smart home chaos: Matter 1.6 standard, Samsung and Level Lock shake-up • Debate over local vs. cloud smart home control and API access fees • Ring and Flock cameras ignite privacy and surveillance state concerns • Social media bans for under-16s fail in Australia, UK, and Norway plan similar rules • BBC Radio 4 long wave broadcast ends after a century • Meta gets caught tracking employees for AI; PlayStation deletes owned movies • US regulators propose removing brake pedals from Robotaxis • Ford's automated systems flop, company rehiring engineers • Farewell to tech journalist and GigaOm founder Om Malik Host: Leo Laporte Guests: Jennifer Pattison Tuohy, Dan Patterson, and Daniel Rubino Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: Simply CX box.com/AI meter.com/twit ZipRecruiter.com/twit superhuman.com

BardsFM
Vincit: Hope, Gen Z & the Awakening the Elites Cannot Algorithm │ BardsFM

BardsFM

Play Episode Listen Later Jun 23, 2026 16:13


Episode 4155 │ June 23, 2026 The elites are fighting each other for control. Gen Z is stepping out of the box. AMD just broke centralized AI. Scott has never been more optimistic. WHAT THIS EPISODE COVERS  In this opening episode of Vincit — BardsFM's new short-form series airing three to five times weekly — Scott Kesterson steps back from the deep research series to establish the hope framework that undergirds everything: the elites are not a unified force but a fractured coalition of competing power brokers vying for the same position, and their greatest vulnerability is the very chaos they are engineering. Scott maps the concrete indicators of a genuine awakening — $1.4 billion in vinyl record sales, the resurgence of paper books, journals, film photography, and cassette tape led by Gen Z, and AMD's new Halo desktop AI processor launching on Linux that breaks the centralized cloud control model the oligarchs are racing to impose — as evidence that humanity is choosing sovereignty over compliance in real time. The episode closes with a military metaphor that frames the entire week ahead: you were dropped behind enemy lines with specific orders, the enemy controls your communications, but you do not need to rewire the grid — you only need to sit still, listen to the voice of God, and take the first steps He reveals. KEY QUESTIONS ADDRESSED  Why is Scott more personally optimistic than he has ever been — and what specific cultural and technological indicators support that assessment against the backdrop of elite power consolidation? What does AMD's Halo desktop AI processor launching on Linux actually mean for the centralized control architecture the oligarchs are building — and why does it matter that it is targeted at the next generation? What is the military metaphor that frames this week's deep research series — and why does the path forward not require new infrastructure, only stillness and the voice of God? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Sentinel Framework — the analytical methodology built by Scott Kesterson — with AI-assisted research synthesis. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740