Podcasts about amd

At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for enterprise software and agentically accomplishing anything and everything in a world of embodied, physical AI. Johna... Read more »

At CES in January, NVIDIA, AMD, Siemens and others spun elaborate tales of a world suffused with AI: AI in the cloud, AI at the desktop, AI in the factory, AI underneath enterprise software and as the UI for enterprise software and agentically accomplishing anything and everything in a world of embodied, physical AI. Johna... Read more »

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

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

War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed's quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA)

This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-out from Philips with no real product and little expectation of success. Today, it builds the only machines capable of manufacturing the most advanced chips in the world. To break down ASML, I'm joined by Tom Walsh, portfolio manager at Baillie Gifford. Tom walks through how photolithography works, what's happening inside an extreme ultraviolet machine, and how a small Dutch company came to dominate one of the most complex technologies ever built. This breakdown pairs very well with our breakdowns on AMD, Qualcomm and Cadence. And I'd also highlight the Founders Podcast episode #8 on the Intel Trinity.  Please enjoy this breakdown of ASML. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.    ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠ ⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ⁠⁠⁠⁠⁠portraitresearch.com⁠⁠⁠⁠⁠ ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Timestamps (00:00:00) Update on ASML and Welcome to Business Breakdowns (00:04:01) Intro (00:04:50) The ASML back story (00:08:20) A deep dive into what semiconductors and Lithography are (00:10:10) Alternate business directions ASML could have pursued (00:21:45) How large ASML is in the industry today (00:12:43) A look into the management team over time (00:16:09) Moore's Law and the key components of chip production (00:17:15) Overall size of the machines manufactured (00:18:20) The evolution of UV light and its important role in the advancement of Lithography (00:22:35) Other competing companies within the field (00:25:16) A detailed look into the cost of production industry wide (00:26:10) Unlocked innovations associated with the development technology (00:27:38) The life cycle of a lithography machine (00:29:10) Revenue gained from new versus refurbished machines (00:29:33) The cyclicality of the ASML machine revenue (00:31:38) Potential production limitations due to capacity (00:33:06) Margin profile and how ASML sets prices (00:34:39) What the concentration of customers looks like (00:39:06) Reasons why an acquisition has not taken place to date (00:40:48) He explains where investor cash flow is directed (00:42:07) An investors perspective on ASML opportunities (00:44:30) How milestones in new technology are regulated and measured (00:47:46) Potential business risks (00:51:27) Lessons he's learned from studying ASML

The market may be melting down, but the options tape is heating up! Join us for the Friday, March 6th edition of The Hot Options Report as we wrap up a volatile week. We're diving deep into the "1K Oddball Scan" to uncover massive spreads hidden outside the major indexes and breaking down the massive volume moving the needle in the top 10 most active symbols. In this episode, we cover: The 1K Oddball Scan: Why SM, SMCI, SILJ, ORCL, and SMR are lighting up the scanners with massive ratio spreads. Marvell's (MRVL) Earnings Banger: A nearly 18% rally despite a broader market sell-off—did the $90 calls pay off? The "Almost Index" Volume: Why SoFi (SOFI) is seeing massive 160k contract prints on the March 23 calls. Tech Under Pressure: Breaking down the late-day action and "worthless" sweeps in Nvidia (NVDA), Apple (AAPL), and AMD. Tesla (TSLA) & Amazon (AMZN): A look at the battle for the "Par" strikes as the week comes to a close. Whether you're tracking golden sweeps or hunting for stealthy badges, we have the flow you need to stay ahead. Visit TheHotOptionsReport.com for real-time scans and professional options data.

Chris 'Doc' Tarr joins Kirk Harnack for a fun and practical conversation about “Doc-isms.” These are the short, memorable sayings that Chris has developed over years of troubleshooting transmitters, studio gear, and broadcast workflows under pressure. Each phrase—like “Work the problem,” “Just think in reverse,” and “We’re not going to get any more off the air than we already are!”—comes from real-world engineering situations where clear thinking and good habits make the difference. Whether you’re responding to an off-air emergency or designing systems for long-term reliability, these Doc-isms capture the mindset of experienced broadcast engineers. Tune in for practical wisdom, a few laughs, and lessons learned the hard way. Show Notes:Chris Tarr’s list of “Doc-isms”"We're not going to get any more off the air than we already are!". That's code for slow it down and take your time. "Work the problem!". That means take a break, sit down, and think things through a bit. "Just think in reverse!". My phrase for troubleshooting. The most effective way to troubleshoot is to start at the place the thing isn't working and go backwards. “You know they make those - they’ll even ship them to your door!” Sometimes it’s a better idea to just buy something than to cobble something together to save money. "Failure is not an option!". This isn't as dramatic as it sounds. It's just a reminder that we sometimes don't have the luxury of just walking away when things get tough. It may mean some sort of temporary or hacked together solution until the bigger issue is resolved. "Let's take the victory lap!". Usually said when I leave the site after the problem is fixed and I stop for my iced coffee refill. Guest:Chris ‘Doc’ Tarr, CPBE, AMD, DRB, CBNE - Field Engineer at K-LOVE and Air1 Host:Kirk 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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen Kursrutsch bei Renk, neue Exportregeln für KI-Chips und die Erholung der Online-Reiseplattformen. Außerdem geht es um Phillips 66, Valero Energy, American Airlines, United Airlines, Delta Air Lines, Nvidia, AMD, DHL Group, Merck KGaA, Hensoldt, Rheinmetall, Adidas, Puma, Berkshire Hathaway, Gaxos.ai, Expedia, Booking Holdings, VanEck Gold Miners (WKN: A12CCL), VanEck Junior Gold Miners (WKN: A12CCM), Apple, Xiaomi, Samsung Electronics, SK Hynix und Micron Technology. Hier zur Newsletter-Anmeldung: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ 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

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas. En el análisis de mercados hablamos con Rafael Ojeda, agente y miembro del comité de inversiones de URSUS 3 Capital AV, sobre el impacto geopolítico y tecnológico en los mercados. El foco ha estado en Anthropic, después de que el Pentágono advirtiera de que la compañía supone un riesgo para la cadena de suministro militar de Estados Unidos, pese a que su herramienta Claude Gov es actualmente la única que puede operar en la nube clasificada del Departamento de Defensa. Su CEO, Dario Amodei, ha anunciado que recurrirá la decisión. Además, EE. UU. estudia exigir permisos para las ventas globales de chips de IA de Nvidia y AMD, lo que reabre el debate sobre el posible intervencionismo en sectores estratégicos de inteligencia artificial. También repasamos las principales recomendaciones de analistas sobre compañías como Endesa, Amadeus, Nokia y Eni, así como la decisión de la Casa Blanca de no intervenir por ahora en los futuros del petróleo. En el plano corporativo destacan la suspensión por parte de Maersk de servicios marítimos entre Asia, Oriente Próximo y Europa, el aviso del Pentágono sobre Anthropic, la caída del beneficio de Lufthansa en 2025 y el llamamiento de Bruselas a incrementar la producción en el sector defensa ante el conflicto con Irán. El programa se completa con el Consultorio de Bolsa junto a Pepe Baynat, director de Bolsas y Futuros.com.

Drs. Vakharia and Danzig highlight new AAO 2025 data on high-dose aflibercept, sleep apnea as a potential AMD risk factor, and an AI-guided anti-VEGF regimen that cuts injections while maintaining vision. Together, these advances point toward more personalized, efficient care for patients with neovascular AMD and DME.

Intersect 360 Research CEO Addison Snell talks in depth about the AI innovations powering the Genesis Mission with Assc. Laboratory Director Gina Tourassi from the Oak Ridge National Laboratory. Sponsored by HPE and AMD.

March Market Cap Madness tips off its Final Four this week on Rule Breaker Investing, and you're not just watching—you're playing. Past world champion Andy Cross (6–1 lifetime) squares off against Cinderella contender Loren Horst (1–0) in our first semifinal matchup, with a spot in the World Championship at stake. Grab a pencil, set your ranges, and see whether your market-cap intuition can outscore Andy, Loren… or both. The Madness is on, and the bracket is tightening. Companies mentioned: ACN, AMD, BA, CSU, GLOB, IDXX, INTU, SERV, TCEHY, WIX Sign up for The Motley Fool's Breakfast News here: ⁠⁠⁠⁠⁠www.fool.com/breakfastnews⁠⁠⁠⁠⁠ Order David's Rule Breaker Investing book here: ⁠⁠⁠⁠⁠https://www.amazon.com/gp/product/1804091219/⁠⁠ Host: David GardnerContestants: Andy Cross, Loren HorstProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

You've probably heard about migraine prevention, but what does it actually mean? In Part 1 of this two-part Spotlight on Migraine series, host Molly O'Brien sits down with neurologist and headache specialist Dr. Jessica Ailani to break down the basics of migraine prevention. They discuss types of prevention, who should consider preventive treatment, why reducing migraine frequency matters, and how to set realistic goals focused on improving quality of life—not just lowering headache days. Read the transcript at https://www.migrainedisorders.org/pod... Dr. Ailani explains:  When migraine prevention is recommended (often around 5–6 migraine days per month) How to reshape our thoughts around prevention. It's not all about fewer headache days; it's about reducing disability, improving independence, and bettering quality of life. The full range of prevention options What to consider if you're hesitant to start due to side effects, cost, or insurance barriers This is the first part of the Association of Migraine Disorders' two-part series on migraine prevention. In Part 2, we'll dive into specific treatment options and how to tailor a prevention plan to work best for you. *The contents of this video are intended for general informational purposes only and do not constitute professional medical advice, diagnosis, or treatment. Always seek the advice of a physician or other qualified health provider with any questions you may have regarding a medical condition. AMD does not recommend or endorse any treatment, products, or procedures mentioned. Reliance on any information provided by this content is solely at your own risk.

Dive into the heart of the AI revolution with Gary Brode from Deep Knowledge Investing. In this episode, we unravel the complex world of the semiconductors that power AI. Nvidia's GPU dominance to ARM-based innovations, Intel and AMD's CPU roles, and the massive energy demands of data centres. Learn about key deals like Nvidia-Meta's collaboration, investment risks in hyperscalers, and opportunities in nuclear energy and uranium. Perfect for investors navigating the AI boom.

The AI race is no longer just about models — it's about infrastructure, security, and who controls the pipes. On this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down NVIDIA's $4 billion investment in optical networking leaders Lumentum and Coherent, strengthening its AI supercomputing supply chain as competition with AMD and Meta intensifies. They examine the “ClawJacked” vulnerability impacting locally hosted AI agents and what it reveals about governing high-privilege AI systems. A new paper from the Association for Computing Machinery by Mark Russinovich and Scott Hanselman raises concerns that generative AI tools could shrink the junior developer pipeline if companies fail to rethink mentorship. They also discuss reports that attackers leveraged Anthropic's Claude and OpenAI's ChatGPT during a breach of Mexican government systems, underscoring AI's growing role in cybercrime. Plus, Google folds robotics firm Intrinsic into its core business to accelerate physical AI, Accenture acquires Ookla for $1.2 billion to expand AI-driven network services, and Qualcomm outlines its AI-native wireless strategy at Mobile World Congress 2026 as the industry looks ahead to 6G.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:20 - NVIDIA Invests $4B in Lumentum and Coherent to Power AI's Optical Future4:42 - OpenClaw Flaw Lets Malicious Websites Take Over Local AI Agents8:08 - Microsoft Leaders Warn AI May Shrink the Developer Talent Pipeline13:36 - Hacker Uses Claude and ChatGPT to Breach Mexican Government Systems16:51 - Google Moves Toward “Android for Robotics” with Intrinsic Integration20:11 - Accenture Acquires Ookla from Ziff Davis24:21 - Claude Outage Follows Surge in Demand Amid White House Dispute28:33 - Qualcomm Unveils AI-Native Wireless Vision at MWC 202632:38 - The Weeks Ahead: Upcoming Tech Field Day Events35:11 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Dive into the heart of the AI revolution with Gary Brode from Deep Knowledge Investing. In this episode, we unravel the complex world of the semiconductors that power AI. Nvidia's GPU dominance to ARM-based innovations, Intel and AMD's CPU roles, and the massive energy demands of data centres. Learn about key deals like Nvidia-Meta's collaboration, investment risks in hyperscalers, and opportunities in nuclear energy and uranium. Perfect for investors navigating the AI boom.

OpenAI just raised $110 billion — the largest funding round in Silicon Valley history. Meanwhile, the Pentagon is threatening to blacklist Anthropic over AI safety limits. This is the biggest week in AI news — here's everything you need to know.In this episode of The AI Report Podcast, we break down the 5 biggest AI stories from the week of February 23–27, 2026:

SUMMARY DEL SHOW Futuros caen fuerte por escalada en Medio Oriente: crudo más caro vuelve a presionar crecimiento e inflación y complica el timing de recortes de la Fed. Golpe directo a semis: KOSPI $KOSPI se desploma ~7%, Samsung $SSNLF y SK Hynix $HXSCF caen ~10%–11%; contagio en EE. UU. pega a $NVDA, $AMD, $AVGO, $MU, $ASML y $LRCX. Morgan Stanley sube $NVO a Equal weight, pero recorta PT y ve 2026 como transición; destaca tracción de Wegovy Pill y mantiene a $LLY como rival clave.

Take a Network Break! We start with follow-up on the proper pronunciation of the US state of Nevada, and then sound the alarm about new research that gets around WiFi client isolation and could enable man-in-the-middle attacks. On the news front, AMD and Meta strike a massive deal in which AMD will sell its stock... Read more »

Take a Network Break! We start with follow-up on the proper pronunciation of the US state of Nevada, and then sound the alarm about new research that gets around WiFi client isolation and could enable man-in-the-middle attacks. On the news front, AMD and Meta strike a massive deal in which AMD will sell its stock... Read more »

Take a Network Break! We start with follow-up on the proper pronunciation of the US state of Nevada, and then sound the alarm about new research that gets around WiFi client isolation and could enable man-in-the-middle attacks. On the news front, AMD and Meta strike a massive deal in which AMD will sell its stock... Read more »

In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the semiconductor market, the rise of AI agents, and the future of SaaS. The conversation highlights the importance of profitability, strategic partnerships, and the evolving competitive landscape in the tech sector.

O Prêmio Canaltech chegou à sua 9ª edição reconhecendo os principais produtos e marcas do mercado de tecnologia no Brasil. A premiação reúne especialistas, jornalistas e profissionais do setor para avaliar desempenho, inovação e impacto real para o consumidor em diversas de categorias, que vão de smartphones e hardware até games e dispositivos inteligentes. No episódio de hoje do Podcast Canaltech, Fernanda Santos conversa com executivos de empresas vencedoras para entender o que essas conquistas representam e quais tendências estão moldando o futuro da tecnologia. Participam do episódio representantes de marcas como Samsung, AMD, ASUS, Logitech, Huawei, Meta e Kepler Interactive, além de Felipe Szatkowski, fundador e diretor do Canaltech, que comenta o crescimento do prêmio e as mudanças desta edição. Você também vai conferir: Hackers usam anúncios do Google para golpes, China aposta em trocar bateria em minutos e OpenAI lança curso gratuito para professores. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Jaqueline Sousa, Paulo Amaral e Viviane França, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Livia Strazza e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

AI funding rounds are getting bigger. Infrastructure bets are getting steeper. And the SaaS model is back under pressure. On episode 294 of The Six Five Pod, Patrick Moorhead and Daniel Newman break down the $110B OpenAI raise, Amazon's expanded role, AMD's $100B Meta deal, sovereign cloud momentum, and whether or not the SaaS premium is being permanently eroded. The handpicked topics for this week are: OpenAI's $110B Funding Round & Amazon's $50B Commitment: OpenAI secured a $110B round backed by Amazon, NVIDIA, and SoftBank. Amazon committed $50B over eight years, including Tranium capacity, co-development, Bedrock integration, and custom model initiatives. Microsoft remains the exclusive API cloud provider, but the competitive cloud dynamics are shifting. Anthropic, the Pentagon & the AI Safety Line: Anthropic risks a $200M DoD contract over refusing to drop safety restrictions related to mass surveillance and automated weapons. Pat and Dan explore the ethics and competitive positioning of this, and what happens if another lab steps in. Model Distillation & IP Risk: Anthropic cited 24,000 fraudulent accounts generating 16 million interactions to distill model capabilities. The episode examines IP theft, enforcement gaps, and global competition. DeepSeek & NVIDIA Blackwell Reports: Recent reports suggest DeepSeek leveraged NVIDIA Blackwell chips. The hosts discuss export controls, enforcement realities, and whether this was ever realistically in doubt. Microsoft Sovereign Cloud Goes GA: Microsoft introduced full-stack Azure sovereign cloud capabilities with support for disconnected operations. Sovereignty, regulatory compliance, and latency management are becoming core enterprise and government requirements. AMD's $100B Meta AI Infrastructure Deal: AMD secured a massive multi-gigawatt inference-focused deal with Meta using MI450. The discussion centers on competitive dynamics with NVIDIA, scale-up architecture, and whether AMD can materially shift market share. Intel & SambaNova Alignment: Intel Capital invested in SambaNova's Series E. The hosts examine inference strategy, CPU resurgence, and how Intel rounds out its AI positioning while advancing its GPU roadmap. The Flip: Is SaaS Permanently Repriced? Are enterprise SaaS multiples structurally resetting due to AI agents and consumption models, or is the market misreading enterprise AI adoption speed? Nuance emerges around consolidation, consumption pricing, and the durability of complex enterprise platforms. Bulls & Bears: NVIDIA, Salesforce, Synopsys, Dell, Snowflake, IBM, Everpure, HP Strong earnings across several big tech companies met with mixed market reactions. Terminal value concerns, consumption transitions, stock-based compensation, and memory constraints shape sentiment more than raw performance. For a deeper dive into each topic, subscribe to The Six Five Pod so you never miss an episode.

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

Feb 18, 2026: What's Next for AI AcceleratorsAMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trillion during the next five years.If those forecasts are even directionally correct, both AMD and NVIDIA will still have quite an extended growth runway in this red hot semiconductor sector.But are these admittedly self-serving forecasts actually realistic?Or is AI hardware likely to become commoditized and lower-priced during that timeframe?And are there other competitors who might also pose a challenge in this two-horse race?On Wednesday's show, I was joined by Chip Stock Investor founder Nick Rossolillo to describe what lies ahead for both NVIDIA and AMD.We also discussed why Apple is spending significantly on CapEx less than its other Big Tech peers, whether Moore's Law is actually dead, and the role of newcomers like Cerebras Systems and IonQ.#NVIDIA #AMD #semiconductors #AIchips #JensenHuang #LisaSu #chipstocks #datacenter #investing #Broadcom #Apple #TSMC #Cerebras #quantumcomputing #7investing #chipstockinvestor #techinvesting #AIinfrastructure #hyperscalers #GPUvsCPU #waferschale #FormulaOne #poleposition #techanalysis #stockmarket2026

These massive AI deals look concerning The numbers are exciting when companies like Meta or OpenAI announce they'll be purchasing billions of dollars in chips or computing power from companies like Nvidia or AMD, but there always seems to be a catch. Most recently, Meta announced that it entered a multiyear deal with AMD to deploy up to 6 gigawatts of the company's graphics processing units for artificial intelligence data centers and includes use of AI-optimized central processing units, or CPUs. This deal comes a week after Meta committed to using millions of Nvidia's processors to power its AI expansion. While I have my concerns with all the money Meta is spending, my bigger concern with this new AMD deal is the use of stock warrants. Full details for the deal weren't announced, but we did see the deal includes a performance-based warrant for Meta to acquire 160 million AMD shares, about 10% of the company. The first tranche vests when the first 1GW of Instinct GPUs are shipped. Other tranches vest as Meta, makes purchases to 6GW. Vesting is also tied to stock price thresholds for AMD and technical and commercial milestones for Meta. AMD also struck a similar deal with OpenAI where they received warrants to acquire 160 million shares of AMD and it was tied to deployment and stock price benchmarks. The reason this is concerning is because of the potential dilution and again the circular nature of these deals. Essentially these companies are saying they will spend $30 B buying our products and we will give you $30 B in stock warrants back. Stock warrants give holders the right but not the obligation to buy or sell shares at specific strike price before an expiration date. If they are exercised, it creates new stock, which would dilute current shareholders. Based on what I have seen, the exercise price for these warrants is $0.01. Ultimately, I just don't believe this will end well for all players in this space, and I think there is a lot of money that will be lost by investors.    2025 trade deficit looks deceiving Some people are saying that the tariffs didn't work because the trade deficit in 2025 only fell to about $901.5 B from just over $903 B in 2024. However, if you break down the numbers quarter by a quarter, it tells a different story. The first three months of the year, there was a $400 billion trade deficit, but each quarter after that it began to decline. In the second quarter, it fell drastically to $180 billion. There wasn't much of a change in the third quarter with a slight drop to $175 billion and then in the fourth quarter there was a drop to $145 billion. We try to explain to people that the US economy at $31.5 trillion is like a big ship in the ocean; it cannot turn quickly. If people would be patient, I think they would see by the end of 2026 there would be further progress and I believe it's possible the trade deficit could see a decline to somewhere around $600-$700 billion based on the fourth quarter of 2025. I know there's a snafu with the Supreme Court ruling that the International Emergency Economic Powers Act, which was used in the first quarter last year to implement many of the tariffs, was ruled illegal. But there are other ways to impose tariffs such as section 122 of the Trade Act of 1974 or section 301 of the Trade Act that the president used in his first term. Also available is section 232 of the Trade Expansion Act of 1962. I don't believe the Supreme Court ruling will lead to an end of tariffs as the Administration will look at these other avenues. One major positive from these tariffs has been the announcements of various trade deals that have resulted in trillions of dollars promised by other countries to build manufacturing and other things in our economy.   Why is automobile insurance so high? Your first thought may be the insurance companies are gouging their customers just to make big profits. First off, insurance companies are generally public companies that have shareholders who would not be investing in their company if it was losing money and not paying dividends. The high cost of premiums is not the insurance companies' fault as in recent years things have really changed. Over the past five years, physical damage costs have increased by 47%. This is because of the higher price of cars and all the extra bells and whistles that add up when there's damage to a vehicle. Bodily injury claims are up 52% over the last five years because of the vast amount of new personal injury lawyers who have come on the scene and are pushing for higher settlements, even on small fender benders. Around 95% of these cases are settled and do not go to court. Many of your less reputable attorneys know this and hold the insurance companies' hostage. Either settle up with us now or go to court and spend a lot more money and time. Unfortunately, if you're a responsible driver that makes your premium payments, you are helping absorb the cost of uninsured and underinsured motorists which is up 72%. I'm not a big person for government regulation, but I do believe governments need to step in and verify that all people on the road have auto insurance and a reasonable amount. There's a trend starting in Florida, which is tort reform that has reduced litigation, and the top five insurance companies in the state have requested rate reductions of 5.9%. There is something in the auto insurance industry called fender bender litigation and this tort reform would help states like New York, California and other states to prevent insurance companies from having to pay ridiculous settlements for little dings and dents and fake injuries. Wouldn't it be nice if the state of California passed laws to help consumers to pay less for auto insurance?   Financial Planning: What Is the Goal of Tax Planning? Most people would assume the goal of tax planning is simply to reduce taxes, or even to reduce lifetime taxes, but that should not be the focus.  The true purpose of tax planning is to increase the level of after-tax income by intentionally managing assets and income sources. If the objective were merely to pay less in taxes, the solution would be simple: stop earning money. But earning less would also leave you with fewer resources and less freedom. What people ultimately want is more net income, more access to money, because that provides flexibility, security, and the ability to live life on their terms. Effective tax planning achieves this by building assets and income streams and structuring them in a way that allows you to access them efficiently. This means investing in the right types of assets, placing them in the right types of accounts, adjusting the strategy over time as income and tax laws change, and withdrawing funds at the right time and in the right manner. When you understand that the true purpose of tax planning is to maximize after-tax access to wealth, not merely minimize taxes, you make better decisions that improve your financial life.   Companies Discussed: Vulcan Materials Company (VMC), Leidos Holdings, Inc. (LDOS), Packaging Corporation of America (PKG) & Caesars Entertainment, Inc. (CZR)

Tony: -Sony State of Play announcements: https://www.ign.com/articles/sony-playstation-state-of-play-february-2026-everything-announced -Father of Sega Hardware dies: https://www.eurogamer.net/father-of-sega-hardware-hideki-sato-has-reportedly-died -Valve fill in where AMD won't: https://frvr.com/blog/valve-helps-amd-gpus-gain-significant-ray-tracing-and-vulkan-improvements-on-steam-deck-and-more/ -Interesting take on Xbox Shake-up: https://www.eurogamer.net/xbox-insider-report-paints-different-picture-of-spencer-retirement-and-bond-departure -Wolverine release date: https://www.engadget.com/gaming/playstation/marvels-wolverine-will-hit-ps5-on-september-15-175500927.html Jarron:  -Bluepoint Games is shutting down because the leaders of Sony don't know what they're doing: https://www.engadget.com/gaming/playstation/sony-is-shutting-down-the-studio-behind-the-demons-souls-remake-195234213.html?src=rss -Blind test of DLSS 4.5 proves it's better than native and competing solutions: https://www.tomshardware.com/pc-components/gpus/nearly-half-of-pc-gamers-prefer-dlss-4-5-over-amds-fsr-and-even-native-rendering-nvidia-scores-clean-sweep-in-blind-test-of-six-titles -9850X3D review Owen: -Lightning Round? Farewell King of Meat. https://www.polygon.com/king-of-meat-canceled-amazon-game-studios-refunds/?utm_source=chatgpt.com Lando: -Slay the Spire 2 is the new Silksong https://kotaku.com/slay-spire-2-steam-roguelike-delay-2000672790

In this week's Roundup, we start with a discussion on Figure's and Nvidia's quarterly results, choppy digital asset markets, Circle's 45% post-earnings move, and cost reductions at Block. From there, we zoom out to the AI and compute stack, including Anthropic's stance on AI safeguards and a potentially landmark 6-gigawatt AI infrastructure deal between AMD and Meta. We close with our Chart of the Week, Why Inference Workloads Could Account for as Much as 40% of Global Data-Center Demand by 2030, and what this may mean for investors.  Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

AI is not just getting smarter. It is getting faster by learning how to optimize the hardware it runs on. In this episode, Sharon Zhou, VP of AI at AMD and former Stanford AI researcher, explains how language models are beginning to write and optimize their own GPU kernel code. We explore what self improving AI actually means, how reinforcement learning is used in post training, and why kernel optimization could be one of the most overlooked scaling levers in modern AI. Sharon breaks down how GPU efficiency impacts the cost of training and inference, why catastrophic forgetting remains a challenge in continual learning, and how verifiable rewards from hardware profiling can help models improve themselves. The conversation also dives into compute economics, synthetic data, RLHF, and why infrastructure may define the next phase of AI progress. If you want to understand where AI scaling is really happening beyond bigger models and more data, this episode goes under the hood. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Preview and Intro (00:25) Sharon Zhou's Background and Transition to AMD (02:00) What Is Self-Improving AI? (04:16) What Is a GPU Kernel and Why It Matters (07:01) Using AI Agents and Evolutionary Strategies to Write Kernels (11:31) Just-In-Time Optimization and Continual Learning (13:59) Self-Improving AI at the Infrastructure Layer (16:15) Synthetic Data and Models Generating Their Own Training Data (20:48) AMD's AI Strategy: Research Meets Product (23:22) Inside the NeurIPS Tutorial on AI-Generated Kernels (30:59) Reinforcement Learning Beyond RLHF (39:09) 10x Faster Kernels vs 10x More Compute (41:50) Will Efficiency Reduce Chip Demand? (42:18) Beyond Language Models: Diffusion, JEPA, and Robotics (45:34) Educating the Next Generation of AI Builders

Andrew Arons thinks it might be time to buy the dip on some stocks. His picks include Netflix (NFLX) as it rises after losing out on Warner Bros. Discovery (WBD). He thinks AMD Inc. (AMD) looks cheap right now; he doesn't believe we're in an AI bubble and anticipates strength in the next few years. Cava (CAVA) is his last pick, and he notes it surpassed $1B in revenue and is expanding aggressively, “following the Chipotle playbook.”======== 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

Send a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:51 - Stripe Initiates $159B Tender01:29 - Stripe Annual Letter Shows Scale and Faster Cohorts03:16 - Stripe PayPal Optionality Creates a Valuation Spread04:15 - Plaid Employee Liquidity Up-Round at $8B05:19 - Saronic Targets Mega-Round at $8.5B06:18 - Profound Hits $1B at 18-Month Pace07:35 - Cerebras Reopens IPO Window With $10B Compute Deal08:29 - Axelera AI Funds Edge Inference Buildout09:17 - Basis Crosses $1B With Accounting AI Penetration Metrics10:20 - Anthropic Claude Code Security Turns Reasoning Into AppSec11:18 - Anthropic Consumer Momentum Accelerates12:15 - Anthropic Tender Formalizes Late-Stage Liquidity13:02 - Anthropic Targets Mainframe Modernization With COBOL13:55 - OpenAI $110B Round at $840B Post-Money Sets New Bar15:04 - OpenAI Hardware Roadmap Points to 2027 and 202816:12 - OpenAI Consultants Push Enterprise Adoption in 202617:05 - AMD and Crusoe Use Credit to Accelerate Chip Pull-Through18:10 - Starlink Drops Prices To Accelerate Growth, Subscribers at 10M19:37 - Canva Buys Motion and Ad Optimization as Scale Compounds20:44 - Mistral and Accenture Signal Consultant-Led Distribution

In this episode Michael and Mark talk with guest Blake Strom about the origins of the MITRE ATT&CK framework, how it was developed, and how it has evolved over time. We also discuss how the framework is used in the industry and its impact on cybersecurity.We also discuss Azure Security news about Azure Monitor, Azure Application Gateway, AKS, Azure Front Door, AMD v6 Confidential VMs, and xxxhttps://aka.ms/azsecpod

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA's earnings and investigates into some of the challenges for the future Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA's earnings - The evolving landscape for CPUs and GPUs - The bull vs. bear look at MercadoLibre's earnings - The Trade Desk's quarterly results Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU 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

SUMMARY DEL SHOW Futuros planos tras el reporte de $NVDA: beat y guía “por margen amplio”, pero sin euforia en índices; hoy el foco pasa a datos macro y balance de la Fed. $NVDA entrega un 4T explosivo y guía alta: data center domina, márgenes cerca de 75% y narrativa de “agentic AI”, con más competencia en CPUs frente a $INTC y $AMD. Reuters cuestiona el timeline de robotaxis de $TSLA en California; encuesta de Schwab muestra traders retail más cautelosos y menos euforia por IA.

DOD – Disrupter Disrupters China markets reopening after Lunar New Year Mexico Cartel Wars Refunds requested for the illegal tariffs PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - The CTP for Caterpillar announced - DOD - Disrupter Disrupters - China markets reopening after Lunar New Year - Mexico Cartel Wars (Jalisco) Markets - Mortgage Rates - looking good! - Tariffs found illegal - that is not stopping anything - Refunds requested for the illegal tariffs - Monday's big drop and AI taking a bite out of stock prices Tariffs - First, who actually knows what is going on. 100% chaos - Supreme court ruled illegal (6-3) - 10% flat across all countries immediately added - Wait a day and make that 15% - FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority - Numerous lawsuits expected for IEEPA tariff refunds - Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND) --- Estimate that $175B tariffs have been collected alreay - A group of 22 U.S. Senate Democrats on Monday introduced legislation that would require President Donald Trump's administration to fully refund within 180 days all of the revenue, with interest, collected from tariffs struck down by the U.S. Supreme Court. - The legislation would require the Customs and Border Protection agency, which collects tariffs at U.S. ports of entry, to prioritize small businesses. - The U.S. Customs and Border Protection agency said it will halt collections of tariffs imposed under the International Emergency Economic Powers Act at 12:01 a.m. EST (0501 GMT) on Tuesday Stop The Presses - After years of JCD's rants....... - Apple will soon introduce MacBooks with touch screens - Apple Inc.'s initial touch Macs will have the Dynamic Island at the center top of the display and OLED screen technology. The new MacBook Pro models will have a refreshed, dynamic user interface that can shift between being optimized for touch or point-and-click input. Europe Reacts - "The current situation is not conducive to delivering 'fair, balanced, and mutually beneficial' transatlantic trade and investment, as agreed to by both sides" in the joint statement setting out the terms of last year's trade agreement, the Commission said. "A deal is a deal." - All active discussions are halted on any USA/Europe trade deal The Potential Winners - Brazil and China may be the winners here - Chinese President Xi Jinping has a boost in bargaining power after the US Supreme Court invalidated Donald Trump's broad emergency tariffs, a key point of leverage over China. - The removal of tariff threats will make it harder for Trump to press Xi for larger purchases of certain products and leaves him without a key weapon to strike back if Chinese negotiators make fresh demands. - Xi's team will likely push harder for access to advanced semiconductors, the removal of trade restrictions on Chinese companies, and reduced US support for self-ruled Taiwan, according to Wu Xinbo, director at Fudan University's Center for American Studies. NVDA Earnings - NVIDIA drops its fiscal Q4 2026 (ended Jan 2025) results tomorrow—another make-or-break moment for the AI trade. - The bar is sky-high after years of blowout beats, but whispers of "peak AI" and slowing growth momentum have investors on edge. --- Consensus Expectations : ----Revenue: ~$65.6–$66.1 billion (up ~67–68% YoY from last year's ~$39B; guided $65B ±2% in prior report) ------EPS (adjusted/non-GAAP): ~$1.50–$1.53 (up ~70–72% YoY from $0.89). --------Gross margins: Targeting ~75% non-GAAP (holding strong despite supply chain noise). -----------Key driver: Data Center segment expected to crush ~$58–$60B, fueled by Blackwell ramp and hyperscaler spend. Home Depot Earnings - The home-improvement retailer gained 2.7% after posting fourth-quarter adjusted earnings of $2.72 per share on revenues of $38.20 billion. - That exceeded the per-share earnings of $2.54 on revenues of $38.12 billion expected by analysts polled by LSEG. AMD News - The semiconductor maker rose about 11% after it inked a multiyear deal with Meta to lend up to 6 gigawatts of its graphics processing units to artificial intelligence data centers. - The cost of the deal is unclear, but the companies' agreement includes a a performance-based warrant that could amount to up to 160 million of AMD shares, according to a statement dated Tuesday. - Meta has committed to deploying up to 6 gigawatts (GW) of AMD's Instinct GPUs (high-end graphics processing units optimized for AI workloads) to power its massive AI data centers. - Analysts estimate the GPU portion alone could be worth $60–$100+ billion over 5+ years Mortgage Rates - The average rate on the popular 30-year fixed mortgage fell to 5.99% on Monday, according to Mortgage News Daily, matching its lowest levels since 2022. - Last year at this time the rate was 6.89%. - A buyer putting 20% down on the median priced home, about $400,000 according to the National Association of Realtors, would have a monthly payment of $1,916 for the principal and interest. One year ago, that payment would have been $2,105, a difference of $189. Life Insurance Record - Manulife Financial Corp. sold a $300 million life insurance policy in Singapore, topping what Guinness World Records certified as the most valuable policy ever issued. - The policy surpasses the previous record of $250 million, set by HSBC Life in Hong Kong in 2024. Manulife said in a statement Tuesday that the deal reflects growing demand from ultra-wealthy clients to preserve their assets. - In Singapore over the past 12 months, Manulife has issued 25 individual policies each worth more than $50 million. Bitcoin Rout - Gemini said it was axing as much as a quarter of its staff and exiting the UK, European Union and Australia entirely. - This week, it parted with its chief operating officer, chief financial officer and chief legal officer, all in a single day. - Its stock has fallen more than 80% from a post-listing high last year, collapsing its market value from a peak of almost $4 billion to under $700 million. Over the Greenland - USA sending a "hospital ship" over - Trump's post on the ship came hours after Denmark's Joint Arctic Command said it had evacuated a crew member who required urgent medical treatment from a U.S. submarine in Greenlandic waters, seven nautical miles outside of Greenland's capital, Nuuk. - Greenland said thanks but no thanks So Long! - U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive. - In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010 AI Disruption - DOD (Disruption of Disrupters) - CrowdStrike -9.8% and other cybersecurity names under heavy pressure again as AI disruption fears build following Anthropic's Claude Code release - - Cybersecurity stocks are under broad pressure today, extending recent weakness following Friday's launch of Claude Code Security by Anthropic. Claude Code Security scans codebases for vulnerabilities and suggests software patches for human review, fueling a narrative that AI platforms may be moving more quickly into parts of the security workflow than investors had previously expected. For cybersecurity, that raises concern around the forward demand outlook and competitive positioning, particularly in areas tied to application security, cloud security, identity workflows, and security operations automation, where AI-native tools could start to narrow perceived differentiation. - The move suggests investors are still sorting through the implications for product overlap, pricing power, and competitive positioning as AI capabilities evolve quickly. - IBM shares dropping toward lows of the session; attributed to news that Claude can automate cobol modernization COBOL (Common Business-Oriented Language) is a high-level, English-like programming language created in 1959 for business, finance, and administrative data processing. It is renowned for its verbosity, readability, and reliability, processing massive amounts of transactions on mainframe systems,, notes NetCom Learning and IBM. Despite being decades old, it remains critical in banking, insurance, and government sectors. - It is estimated that 70-80% of the world's business transactions are processed by COBOL Grok's Prediction about Future of OpenAi/ChatGPT Scenario Likelihood (My Estimate) Key Factors Outcome for OpenAI/ChatGPT Thriving Leader Medium (40%) Sustained breakthroughs, partnerships (e.g., Microsoft), regulatory wins OpenAI as AI giant; ChatGPT as ecosystem hub for agents/robots Evolved Survivor High (50%) Adaptation to agents/hardware; mergers Exists but rebranded; ChatGPT integrated into daily life tools Decline/Acquisition Low (10%) Overcompetition, funding collapse Absorbed or legacy; ChatGPT commoditized or obsolete Quick check on Europe Shares - European company earnings growth is picking up this reporting season against a tentatively improving economic backdrop, but wary investors are demanding more than solid results to justify sky-high valuations. - Companies representing 57% of Europe's market capitalization have reported so far, achieving average earnings growth of 3.9% in the fourth quarter, ahead of estimates for a final result of a contraction of 1.1% --- That is a big differential.... +3.9 vs -1.1 Iran Talks - News over the weekend that Iran will look to discuss a variety of items and potentially get a deal.... energy, mining and aircraft - Best guess: Iran will string us along like Russia is doing and we will say we have some kind of bogus deal. --- There is some talk of US "going in" as we are building military presence. Supposedly there are some saying it could be a multi-week incursion. - What is the plan - Regime change? What is this? - A divided Supreme Court on Tuesday ruled that Americans can't sue the U.S. Postal Service, even when employees deliberately refuse to deliver mail. - By a 5-4 vote, the justices ruled against a Texas landlord, Lebene Konan, who alleges her mail was intentionally withheld for two years. Konan, who is Black, claims racial prejudice played a role in postal employees' actions. - Justice Clarence Thomas, writing for a majority of five conservative justices, said the federal law that generally shields the Postal Service from lawsuits over missing, lost and undelivered mail includes “the intentional nondelivery of mail.” - So can ballots just be thrown in garbage for mail-ins for one party that will throw out another party's?     Love the Show? Then how about a Donation? HE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The AI disruption trade finally saw some consolidation yesterday, ironically the day after a viral report on profound AI disruption sweeping over the market. Elsewhere, we have Meta going big on its commitment to AMD and Nvidia and key software-as-a-service names reporting today after the close. In FX, the JPY is tumbling as dovish BoJ appointments have the market questioning whether Japan's PM Takaichi has any commitment to corral JPY weakness, which may have also provided the fresh lift in gold and silver. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

US equity futures are modestly higher. Asian markets were broadly stronger, while European equities are trading firmer. Markets are stabilizing after pushback against earlier AI disruption fears, with sentiment helped by the Anthropic enterprise event emphasizing partnerships rather than displacement. A major AMD compute deal with Meta and expectations for Nvidia earnings are supporting the chip and AI infrastructure theme. President Trump's State of the Union highlighted economic achievements and outlined retirement and healthcare proposals, while striking a measured tone on tariffs and Iran. Consumer confidence improved in the latest reading, though regional manufacturing data remained soft, and Fed officials signaled inflation progress has slowed, keeping rate expectations cautious.Companies Mentioned: Microsoft, Unity Software

Host Mark Longo breaks down today's "Retail Giant" scan, highlighting high-volume retail activity in Sony (SONY) and Unilever (UL). We dive into the massive 8% rally in MicroStrategy (MSTR), volatility shifts in AMD and Meta, and the high-stakes positioning in Nvidia (NVDA) ahead of their major earnings announcement. Key Highlights: Retail Scans: Sony, Unilever, and MercadoLibre. The Monster: Analyzing the MSTR $130 call surge. Earnings Watch: Breaking down the NVDA $200 par strike. Visit TheOptionsInsider.com for more.

Raphael Bostic, president of the Atlanta Federal Reserve Bank since 2017, will step down from his post this week. “Marketplace” host Kai Ryssdal spoke with Bostic about where he sees inflation and the labor market headed, and how the central bank is weighing it all. In this episode, we bring you some of their conversation. Plus: Meta announces $100 billion deal with chipmaker AMD, and average tariffs on Chinese goods come down after SCOTUS ruling.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

P.M. Edition for Feb. 24. Defense Secretary Pete Hegseth told Anthropic CEO Dario Amodei at a meeting today that the company has until Friday to comply with the Pentagon's demands on using its artificial-intelligence models, or Anthropic's contract may be canceled. Plus, Meta and AMD announce a chip deal worth $100 billion. Journal reporter Robbie Whelan discusses what the deal entails, and why it's got investors excited. And, in an exclusive, we're reporting that the Trump administration is considering requiring banks to collect citizenship information from customers. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Raphael Bostic, president of the Atlanta Federal Reserve Bank since 2017, will step down from his post this week. “Marketplace” host Kai Ryssdal spoke with Bostic about where he sees inflation and the labor market headed, and how the central bank is weighing it all. In this episode, we bring you some of their conversation. Plus: Meta announces $100 billion deal with chipmaker AMD, and average tariffs on Chinese goods come down after SCOTUS ruling.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in focus: Home Depot's earnings beat, Anthropic announces new AI tools, State of the Union speech countdown, Warner Bros. Discovery says it is reviewing Paramount Skydance's new takeover offer.    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.

Panasonic Hands Over Global TV Business to China’s Skyworth, Meta Strikes Major Deal with AMD for Instinct GPUs, and Discord Ends UK Age Verification Test Amid Privacy Concerns. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If youContinue reading "Apple to Some Move Mac Mini Production to Houston Facility – DTH"

Stocks rose led by gains in Advanced Micro Devices and software stocks, AMD jumped 8 percent after Meta announced a multiyear deal, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFPStephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm

Meta striking a massive deal with AMD, but should Meta be in the chips business? Financials post their worst day since last April, and one technician says the slump will continue. Plus, FedEx is taking the Trump administration to court. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lauren Taylor Wolfe, Managing Partner at Impactive Capital, argues that indiscriminate selling and algorithm-driven moves may be creating selective opportunities for long-term investors. In semis and mega-cap tech, AMD and Meta strike a new deal as capital spending and stock-based strategies draw scrutiny. Ben Bajarin of Creative Strategies breaks down what the agreement means for Meta, AMD, NVIDIA and the broader software trade. John Arnold of Arnold Ventures discusses the intersection of energy and AI, plus venture capital trends and the rise of betting and prediction markets. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes key chart levels and momentum signals shaping the tape. Finally, Chad Anderson of Space Capital explains why AI could serve as a tailwind rather than a threat to the space industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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