Podcasts about amd

Have we really done 300 episodes of this podcast? We have now! To mark the occasion, we're taking a look back at a lot of the things that have changed in the tech world since we posted our first ep in September 2019. Turns out, uh, a lot has happened since then, from scammy Valley bros pivoting through crypto, NFTs, and AI, to streaming services going from beloved to reviled, electric vehicles actually becoming a practical thing, a lot of unsuccessful attempts to knock the dominant social platforms off their pedestals, handheld gaming becoming incredibly robust, and a bunch of other trends to consider. Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.TakeawaysNew regulations on semiconductors may be unconstitutional but are unlikely to be challenged.Profitability concerns overshadow the earnings of cloud computing companies.Demand for GPU compute is high, but electricity constraints limit growth.Applied Materials faces uncertainty due to vague guidance and market dynamics.Government involvement in Intel could complicate the free market.The distinction between ownership and governance is crucial in state-owned enterprises.The future of AI and cloud computing is tied to infrastructure and capacity.Investors are skeptical about the viability of Neo cloud models.The semiconductor industry is navigating a complex regulatory environment.

Timestamps: 0:00 they whisper the tech news to me 0:08 GPD Win 5 - Ryzen AI Max+ 395 handheld 1:52 MSI Claw 8 Plus AV2M (Intel Lunar Lake) performance boost 2:40 AMD desktop CPU market share record 3:10 US government considering stake in Intel 4:15 Squarespace! 5:03 QUICK BITS INTRO 5:10 flirty Meta AI chatbots investigation 6:13 Diabetes treatment breakthrough 6:43 Teenage Engineering's free Computer-2 case 7:12 Normal Computing's thermodynamic chip 8:17 World Humanoid Robot Games in China NEWS SOURCES: https://lmg.gg/ZIQph Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Reinking, Senior Market Strategist for the NYSE, details the latest trends and developments in global markets. He discusses markets rebounding ahead of key inflation data and a 90-day U.S.-China tariff extension, with Nvidia and AMD agreeing to unprecedented export fees. He details how a mixed CPI report lifted equities before hotter PPI data—driven by services inflation—halted the rally. He notes that mega-cap tech strength is masking broader market weakness, while a September Fed rate cut still appears likely. He points to Powell's upcoming Jackson Hole speech, retail earnings, and geopolitical events as the next key catalysts.

In this episode of the Hot Options Report, we recap a dynamic week in the options market. The discussion opens with VIX options, which saw a significant surge with 843,000 contracts traded, highlighting the popularity of the 15.5 puts. SPY options also saw substantial activity, but fell just short of their daily average volume (ADV). Trading in SPX options nearly met their ADV with 3.6 million contracts traded. IWM showed near-record activity with 1.5 million contracts. The NASDAQ QQQ options hit 4.1 million contracts, just above their ADV. Single-name stocks like Amazon, MicroStrategy, Palantir, AMD, Apple, and Tesla also showed remarkable trading volume, with Amazon leading with 927,000 contracts. Nvidia topped the list with nearly 3.5 million contracts, driven primarily by the 180 calls.   00:00 Introduction and Welcome 01:04 Final Hot Options Report for the Week 02:18 VIX Options Activity 03:06 SPY Options Activity 03:50 SPX Options Activity 04:28 Small Caps Options Activity 05:34 Nasdaq Options Activity 06:25 Single Names Options Activity 06:52 Top 10 Most Active Options 18:02 Conclusion and Next Week's Preview ------------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Today, Jess, Martha, and Les examine the Trump Administration's surprise pivot to allow Nvidia and AMD to resume sales of select AI chips to China—a reversal from export controls implemented under both Trump's first term and the Biden Administration. The move, described by the administration as a “pragmatic trade-off,” aims to keep American firms in the Chinese market, but has drawn bipartisan criticism as a dangerous precedent—trading national security for short-term business gains. Is this a smart economic play that maintains leverage over China, or does it erode long-term U.S. security? Does this decision undercut efforts to build an export control regime that's predictable for industry and credible to allies? And if China can already acquire these chips, does restricting—or permitting—sales really make a difference?Check out the sources that helped shape our Fellows' discussions: https://www.bloomberg.com/news/articles/2025-08-13/trump-s-deal-with-nvidia-offers-path-forward-in-global-trade-war https://fortune.com/asia/2025/08/14/us-china-trump-revenue-share-export-controls-nvidia-amd/ https://thehill.com/policy/technology/5446890-nvidia-amd-china-chip-deal/ Follow our experts on Twitter: @NotTVJessJones@marthamillerdc@lestermunson Like what we're doing here? Be sure to rate, review, and subscribe. And don't forget to follow @faultlines_pod and @masonnatsec on Twitter!We are also on YouTube, and watch today's episode here: https://youtu.be/7s4KhQY1xVw Hosted on Acast. See acast.com/privacy for more information.

Matt Tuttle sees Nvidia (NVDA) as a strong long-term stock to own but would not trade near its all-time high. He says the market leader needs to deliver a blowout quarter "and then some" in order to impress investors with earnings later in August. That said, Matt calls every dip in Nvidia a "gift." He also calls AMD Inc. (AMD) and Intel (INTC) good alternatives, noting Intel as a stock investors should watch due headlines connecting it to the U.S. government. Tom White offers a bullish and bearish example options trade for Nvidia.======== 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

Markets muscled yet another winning week, led by a 3% rally from the RUT. The A.I. trade continued to dominate headlines, starting with Monday's announcement that Nvidia (NVDA) and AMD Inc. (AMD) will pay 15% of China chip revenue to the U.S. Intel (INTC) closed as the S&P 500's top performer of the week while CoreWeave (CRWV) sold off significantly after earnings. However, UnitedHealth (UNH) rallied big on Friday after Warren Buffett's Berkshire Hathaway bought millions of company shares. Marley Kayden takes investors through the trading week's biggest stories.======== 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

For the ad-free version of this episode, subscribe to Politicology+ at https://politicology.com/plus In this episode, Ron Steslow and Isaac Stone Fish (founder and CEO of Strategy Risks) discuss China's influence and the risks associated with corporate exposure to the Chinese Communist Party They explore the shifting public perception of China, the implications of leadership conflicts in major companies like Intel, and the strategic decisions surrounding chip sales by Nvidia and AMD.  Then, they delve into the significant cybersecurity threats posed by China which have targeted U.S. infrastructure.  They discuss the vulnerabilities of the U.S. in the face of potential military conflicts and the broader implications of modern warfare, including economic and information warfare.  Later, Isaac dives into how Hollywood's portrayal of China and Chinese people impacts  public perception. They discuss: (3:00) Corporate exposure to China (5:50) Business and the CCP  (8:55)Shifting public views on China  (11:59) Intel Chief's conflicts in China (15:02) Nvidia and AMD (18:02) Supply chain risks  (20:58) China's global strategy and U.S. response (31:07) Volt Typhoon and Salt Typhoon (34:07) The vulnerability of U.S. infrastructure (38:01) Rethinking modern warfare (40:35) Hollywood's role in perception of China  (46:28) Decoupling from China  (54:14) The TikTok dilemma  Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. Contribute to Politicology at politicology.com/donate Find our sponsor links and promo codes here: https://bit.ly/44uAGZ8 Send your questions and ideas to podcast@politicology.com or leave a voicemail at ‪(703) 239-3068‬ Follow Ron and Isaac on Twitter: https://twitter.com/RonSteslow https://x.com/isaacstonefish Learn more about your ad choices. Visit megaphone.fm/adchoices

Trump strikes a deal with Nvidia and AMD to send 15% of their China chip sales to the US government in exchange for export approval. The crew debates if it is smart business or a dangerous precedent, tying it to tariffs, national projects, AI dominance, and fears of opening the door for abuse.

01:13:28 – EV Hype DeflatesHigh truck prices and waning EV demand lead to a critique of electrification promises; real‑world costs and usability concerns dominate. 01:25:32 – Musk & War TechA segment links Silicon Valley glamor to battlefield applications and even synthetic engine noise —mocking techno‑theatrics over substance. 01:36:47 – German Migration RealityReport on German schools highlights language barriers and integration failures, framed as proof elites ignore practical limits of mass migration. 01:50:44 – Homeownership SqueezeRising property taxes, insurance, and repair costs are presented as a quiet squeeze pushing families out of owning homes. 02:00:49 – American Dream RationedA mid‑show reflection on wealth concentration and mobility asks whether the “dream” is increasingly inaccessible to ordinary workers. 02:36:12 – Fed Policy & BRICS GrowthTony Arterburn critiques Trump's push to increase the money supply, arguing it creates temporary booms but long-term inflation and instability. He warns that U.S. tariff threats are driving nations like India closer to China and strengthening BRICS alliances. 02:42:12 – Russia Adds Silver to ReservesRussia's move to classify silver as a strategic reserve asset is called one of the most significant silver stories in 50 years, signaling a global shift toward commodities over fiat currencies. 02:46:47 – Housing Market BubbleDiscussion on how post-COVID liquidity and corporate purchases of real estate, especially by BlackRock, have kept housing prices artificially high and priced out many Americans. 03:00:41 – Income Tax as Control MechanismTony asserts that the income tax was designed by elites to cement their dominance and prevent competition, dismissing political promises to dismantle the IRS as empty rhetoric. 03:18:10 – Tariff History & Trump's Economic NationalismDiscussion of Trump sharing a Peter Navarro video praising historical tariff advocates like Hamilton and Clay, followed by critiques that tariffs in a de-industrialized America amount to a hidden tax on consumers. 03:27:57 – Tariffs as a Tax on AmericansCommentary stresses that with weak domestic manufacturing, tariffs raise costs on essential goods like cars and appliances, punishing citizens rather than foreign producers. 03:33:23 – Trump's Corporate Tax for DemocratsMark Cuban praises Trump for imposing a 15% revenue skim on NVIDIA and AMD chip sales to China—framed as a “progressive dream tax”—while critics note it violates constitutional limits on export duties. 03:47:14 – Swiss F-35 Deal at RiskAnalysis of how Trump's steep 39% tariff on Switzerland may backfire by prompting the Swiss to cancel a $7.5 billion F-35 order, worsening the U.S. trade deficit. 03:55:05 – Ukraine Summit & False Flag FearsTrump warns Putin of “severe consequences” if the Ukraine war continues; Russian officials accuse Kyiv of plotting a provocation to derail upcoming peace talks. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Anna and Jake break down Trump's push for a new D.C. security fund and the uphill battle it faces in Congress. Plus, a look at the GOP's playbook for Democratic primaries in battleground districts, and why tech exporters are on edge after Nvidia and AMD agreed to pay the U.S. government 15% of certain chip sales to China. Punchbowl News is on YouTube! Subscribe to our channel today to see all the new ways we're investing in video. Want more in-depth daily coverage from Congress? Subscribe to our free Punchbowl News AM newsletter at punchbowl.news. Learn more about your ad choices. Visit megaphone.fm/adchoices

01:13:28 – EV Hype DeflatesHigh truck prices and waning EV demand lead to a critique of electrification promises; real‑world costs and usability concerns dominate. 01:25:32 – Musk & War TechA segment links Silicon Valley glamor to battlefield applications and even synthetic engine noise —mocking techno‑theatrics over substance. 01:36:47 – German Migration RealityReport on German schools highlights language barriers and integration failures, framed as proof elites ignore practical limits of mass migration. 01:50:44 – Homeownership SqueezeRising property taxes, insurance, and repair costs are presented as a quiet squeeze pushing families out of owning homes. 02:00:49 – American Dream RationedA mid‑show reflection on wealth concentration and mobility asks whether the “dream” is increasingly inaccessible to ordinary workers. 02:36:12 – Fed Policy & BRICS GrowthTony Arterburn critiques Trump's push to increase the money supply, arguing it creates temporary booms but long-term inflation and instability. He warns that U.S. tariff threats are driving nations like India closer to China and strengthening BRICS alliances. 02:42:12 – Russia Adds Silver to ReservesRussia's move to classify silver as a strategic reserve asset is called one of the most significant silver stories in 50 years, signaling a global shift toward commodities over fiat currencies. 02:46:47 – Housing Market BubbleDiscussion on how post-COVID liquidity and corporate purchases of real estate, especially by BlackRock, have kept housing prices artificially high and priced out many Americans. 03:00:41 – Income Tax as Control MechanismTony asserts that the income tax was designed by elites to cement their dominance and prevent competition, dismissing political promises to dismantle the IRS as empty rhetoric. 03:18:10 – Tariff History & Trump's Economic NationalismDiscussion of Trump sharing a Peter Navarro video praising historical tariff advocates like Hamilton and Clay, followed by critiques that tariffs in a de-industrialized America amount to a hidden tax on consumers. 03:27:57 – Tariffs as a Tax on AmericansCommentary stresses that with weak domestic manufacturing, tariffs raise costs on essential goods like cars and appliances, punishing citizens rather than foreign producers. 03:33:23 – Trump's Corporate Tax for DemocratsMark Cuban praises Trump for imposing a 15% revenue skim on NVIDIA and AMD chip sales to China—framed as a “progressive dream tax”—while critics note it violates constitutional limits on export duties. 03:47:14 – Swiss F-35 Deal at RiskAnalysis of how Trump's steep 39% tariff on Switzerland may backfire by prompting the Swiss to cancel a $7.5 billion F-35 order, worsening the U.S. trade deficit. 03:55:05 – Ukraine Summit & False Flag FearsTrump warns Putin of “severe consequences” if the Ukraine war continues; Russian officials accuse Kyiv of plotting a provocation to derail upcoming peace talks. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

This week on Caveat, Dave and Ben welcome back N2K's own ⁠⁠⁠Ethan Cook⁠⁠⁠ for our latest policy deep dive segment. As our lead analyst, Ethan shares his knowledge of law, privacy, and surveillance on the latest policy developments shaping the cybersecurity and legal landscape. While this show covers legal topics, and Ben is a lawyer, the views expressed do not constitute legal advice. For official legal advice on any of the topics we cover, please contact your attorney.  Complete our annual ⁠⁠audience survey⁠⁠ before August 31. Policy Deep Dive In this Caveat Policy Deep Dive, our conversation and analysis revolves around cyber operations policy. Throughout this conversation, we break down the global shift where governments are taking a more offensive-oriented cyber mindset. While this trend has been developing over several years, the Trump administration has been looking to dramatically accelerate these efforts since taking office. Get the weekly Caveat Briefing delivered to your inbox. Like what you heard? Be sure to check out and subscribe to our ⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠, a weekly newsletter available exclusively to ⁠⁠⁠⁠N2K Pro⁠⁠⁠⁠ members on ⁠⁠⁠⁠N2K CyberWire's⁠⁠⁠⁠ website. N2K Pro members receive our Thursday wrap-up covering the latest in privacy, policy, and research news, including incidents, techniques, compliance, trends, and more. This week's ⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠ covers President Trump's suggestion to allow Nvidia to sell a scaled-down version of its next-generation Blackwell AI chip in China, along with a rare agreement requiring Nvidia and AMD to give the U.S. government 15% of revenue from certain chip sales to the country. While the administration insists the move won't compromise national security, critics warn it could still give Beijing enough computing power to accelerate its AI capabilities and close the technology gap with the U.S. Curious about the details? Head over to the ⁠⁠⁠⁠Caveat Briefing⁠⁠⁠⁠ for the full scoop and additional compelling stories. Got a question you'd like us to answer on our show? You can send your audio file to ⁠⁠⁠⁠caveat@thecyberwire.com⁠⁠⁠⁠. Hope to hear from you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Shares of Nvidia are down slightly as their rival chipmaker AMD is gaining steam. Reports suggest Jensen Huang and his team were concerned about Nvidia falling behind Advanced Micro Devices, so who will be the apex predator of the chipmakers? Defiance ETFs CEO and CIO Sylvia Jablonski joins Charles to explain why she thinks there is room in the AI chip space for two big players and her thoughts on the state of trade relations between the U.S. & China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

AMD's recent mobile-class processors impress us with their power to performance ratio, the UK government suggests a preposterous way to save water, setting up verified boot with snapshots, and the best way to configure ZFS to run VMs.   Plugs Support us on patreon and get an ad-free RSS feed with early episodes sometimes ZFS […]

On today's episode, co-host Yasmin Gagne and associate editor David Salazar, filling in for Josh Christensen, discuss the latest news in the world of business and innovation. Topics include Nvidia and AMD cutting a chip revenue–sharing deal with Trump, OpenAI unveiling the GPT-5 model, Trump signing an executive order to extend the trade truce with China for another 90 days, Paramount announcing a 7-year deal with the UFC, and Ford planning to revamp its assembly line to better produce electric vehicles. Next, David and Yaz speak to contributing writer Chris Stokel-Walker about the rise in popularity of AI chatbots, how people are not using AI chatbots as they were programmed, and why the excitement for the new ChatGPT-5 fell flat with users. Finally, Yaz chats with the founder and CEO of Abridge, Shiv Rao, about the AI platform that can turn conversations between doctors and patients into clinical notes in real-time. The company reached a valuation of $5.3 billion after its $300 million Series E funding round. For more of the latest business and innovation news, go to https://www.fastcompany.com/news To read Chris Stokel Walker's article on Chat GPT and the rise in popularity of AI chatbots:https://www.fastcompany.com/91385268/most-people-are-using-chatgpt-totally-wrong-and-openais-ceo-just-proved-it

In this episode of the Hot Options Report, Mark Longo discusses recent market fluctuations influenced by inflation. Highlighting key contracts and trading activities, the host explains market behaviors in VIX, SPY, SPX, IWM, NASDAQ, and significant single-name equities such as Tesla, Nvidia, Apple, AMD, Intel, and Amazon.    01:03 Today's Market Overview 02:10 VIX Options Activity 03:18 SPY Options Activity 04:20 SPX Options Activity 05:14 Small Caps and IWM 06:14 NASDAQ and QQQ 07:11 Single Name Equity Options 08:36 Top 10 Options Movers 17:00 Conclusion and Upcoming Shows ------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

In this episode of The Option Block, the host Mark Longo, along with guests Henry "The FlowMaster" Schwartz from Cboe and "Uncle" Mike Tosaw from St. Charles Wealth Management, delve into current market dynamics influenced by inflation data, Fed rate cuts, and significant movements in stocks like Apple, AMD, and Nvidia. They also explore unusual options activity in stocks like Equinox Gold and Amplitude, revealing intriguing trading strategies and market sentiments. The discussion includes the implications of upcoming geopolitical summits and the ongoing earnings season. The episode wraps up with listener questions on trading strategies and a nostalgic look back at 80s movies such as Rocky IV.   01:05 Meet the Hosts and Show Overview 03:17 Market Analysis and Trading Insights 05:24 Volatility and Market Trends 08:44 Individual Stocks and Market Movers 29:02 Earnings Season Highlights 30:14 Cisco's Market Reaction 30:34 Applied Materials Earnings Preview 31:03 Upcoming Retail Earnings: Target and Walmart 31:39 Seasonal Trading Insights 32:29 Odd Block: Unusual Options Activity 33:15 Equinox Gold Corp Analysis 40:59 Unity Software: Big Call Buyers 44:30 Mail Block: Listener Questions 44:58 Rocky IV and 80s Nostalgia 46:43 Earnings Poll and Market Sentiment 51:44 Around the Block: Market Watch 54:45 Show Wrap-Up and Upcoming Content  

Applied Materials (AMAT) reports earnings after the close on Thursday. George Tsilis says it will face one key headwind: China. He notes Applied Materials gets 25% of its total sales from the country, meaning tariffs will serve as a headwind against future profits. On the bullish side, George notes the company's DRAM capabilities as a plus, backed by strong A.I. support seen in Nvidia (NVDA), AMD Inc. (AMD), and similar companies. Prosper Trading Academy's Scott Bauer offers an example options trade for Applied Materials.======== 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

Austin Lyons says the Mag 7 continue to dominate market leadership, though it's becoming more fragmented. As companies like Apple (AAPL) and Tesla (TSLA) play catch up, Austin poses the question to investors, "is there anywhere else that's better to put your money in the A.I. trade?" While he like Apple's tech ecosystem and Tesla's future prospects, he favors Microsoft (MSFT) currently as Azure cloud growth accelerates. On the chip trade, he talks about Intel (INTC) "getting back to their roots" and AMD Inc.'s (AMD) recent comeback as both companies vie for a piece of Nvidia's (NVDA) market share.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Unraveling the massive financial challenges facing the US Treasury and how this could impact the market is crucial for every trader. This video dives deep into the intricate world of government spending, national debt, and what it means for your portfolio. We'll explore a compelling report from the Treasury Department itself, revealing their urgent need to borrow a staggering $1.6 trillion before the end of the year.✅ The Looming Debt Crisis: A Deep DiveGet ready for an eye-opening discussion on the government's borrowing estimates and the alarming rate at which the national debt is skyrocketing. We'll analyze charts and data to show you exactly how this historic spending spree is impacting the economy. The video will break down the concept of the Treasury General Account, the government's "checking account," and how its current balance reveals a hidden truth about deficit spending.This episode features a thought-provoking clip that highlights the concept of a "wealth ripple effect" – the incredible potential of helping others through personal financial success. It's a powerful motivator that reminds us why building generational wealth is so important.✅ Trading Strategies and Market OpportunitiesBut it's not all doom and gloom! We'll shift gears to focus on what matters most: making money in the market. The second half of the video is packed with actionable insights and powerful trading ideas. We'll review a custom scanner and analyze several stocks poised for a breakout. You'll learn to spot "gap and go" setups, identify strong bullish signals, and understand how to navigate pre-market chaos.We'll dissect real-time examples of trades and discuss key indicators like the 10 over 20 and price over 50 moving averages. This isn't just theory; it's a practical guide to help you build a solid trading plan. Whether you're a seasoned trader or just starting out, you'll gain valuable knowledge on how to manage risk and capitalize on market movements.We'll also tackle a few questions from our community, including a defense of our bullish thesis on AMD. This video is all about empowering you to take control of your financial future.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Brazil's President Luiz Inácio Lula da Silva says more than $5 billion in credit will go to companies which face 50 per cent tariffs to export goods to the US. The US Treasury Secretary, Scott Bessent, says a controversial deal that the White House struck with chipmakers Nvidia and AMD, handing over 15% of their Chinese sales in return for export licences, could be rolled out to other industries. Startup companies in the US have started a no-shoes-in-the-office policy, meaning that you take your shoes off when you come into the office and wear optional slippers.Throughout the programme, Leanna Byrne will be joined by two guests on opposite sides of the world – Diane Brady, Executive Editorial Director at Fortune magazine in New York, and Han-Shen Lin, China Country Director, The Asia Group, in Shanghai.

This week, a rejuvenated Scott returned from vacation to sit down with his Lawfare colleagues Benjamin Wittes, Daniel Byman, and Kate Klonick to talk through some of the week's big national security news, including:“Occupational Hazards.” The Israeli government led by Prime Minister Benjamin Netanyahu has stated its intent to occupy Gaza City, the last segment of Gaza not under Israeli military control, and displace its civilians to “designated safe areas.” In an apparent response to both domestic and international outrage at the plan, Netanyahu later disavowed any intent to annex Gaza—even as he acknowledged calls to do so from within his coalition—and finally laid out a rough Israeli end-goal for Gaza: namely, a non-Israeli governing entity, led by neither Hamas nor the Palestinian Authority, operating under complete Israeli security control. But will this be enough to assuage these concerns? And what does it tell us about where the Gaza conflict may be headed?“The Rake.” The Trump administration has struck a deal with chip manufacturers NVIDIA and AMD, allowing them to export certain high-end (but not frontier model) chips to Chinese companies engaging in AI research, among other relevant activities, so long as they share 15% of the profits with the government. It's a move that has both Democrats and Republicans worried about major power competition with China crying foul, and lawyers raising serious doubts as to its legal viability. What appears to be driving this recent about-face? And what does it say about the trajectory of U.S. policy on AI (and China)?“The War on Drugs. But, Like, Actually.” According to the New York Times, President Trump has reportedly signed a secret order authorizing the use of military force against drug cartels his administration has designated as terrorist organizations. Exactly what sort of military action may result is not yet clear, but it already has legal and policy experts raising concerns on a number of different fronts. How big a move is this, and what actions might it yield?In object lessons, Dan, in learning more about 18th-century rivalries, recommends the game Imperial Struggle. Ben, in cheerful outrage, revealed his plans for 100lbs of blue and yellow marking chalk. Scott, in humble apology, reveled in his new-found love of pizza beans. Kate, in cheerful anticipation, expects a weekend of reverie with 14 pounds of fruit and vegetables.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

This week, a rejuvenated Scott returned from vacation to sit down with his Lawfare colleagues Benjamin Wittes, Daniel Byman, and Kate Klonick to talk through some of the week's big national security news, including:“Occupational Hazards.” The Israeli government led by Prime Minister Benjamin Netanyahu has stated its intent to occupy Gaza City, the last segment of Gaza not under Israeli military control, and displace its civilians to “designated safe areas.” In an apparent response to both domestic and international outrage at the plan, Netanyahu later disavowed any intent to annex Gaza—even as he acknowledged calls to do so from within his coalition—and finally laid out a rough Israeli end-goal for Gaza: namely, a non-Israeli governing entity, led by neither Hamas nor the Palestinian Authority, operating under complete Israeli security control. But will this be enough to assuage these concerns? And what does it tell us about where the Gaza conflict may be headed?“The Rake.” The Trump administration has struck a deal with chip manufacturers NVIDIA and AMD, allowing them to export certain high-end (but not frontier model) chips to Chinese companies engaging in AI research, among other relevant activities, so long as they share 15% of the profits with the government. It's a move that has both Democrats and Republicans worried about major power competition with China crying foul, and lawyers raising serious doubts as to its legal viability. What appears to be driving this recent about-face? And what does it say about the trajectory of U.S. policy on AI (and China)?“The War on Drugs. But, Like, Actually.” According to the New York Times, President Trump has reportedly signed a secret order authorizing the use of military force against drug cartels his administration has designated as terrorist organizations. Exactly what sort of military action may result is not yet clear, but it already has legal and policy experts raising concerns on a number of different fronts. How big a move is this, and what actions might it yield?In object lessons, Dan, in learning more about 18th-century rivalries, recommends the game Imperial Struggle. Ben, in cheerful outrage, revealed his plans for 100lbs of blue and yellow marking chalk. Scott, in humble apology, reveled in his new-found love of pizza beans. Kate, in cheerful anticipation, expects a weekend of reverie with 14 pounds of fruit and vegetables.To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute. Hosted on Acast. See acast.com/privacy for more information.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this episode of The Wright Report, we cover a potential new Pentagon strike force for domestic unrest, the rise of socialism in New York City, surprising economic moves from the White House, and a breakthrough AI cancer detection tool. Pentagon Considers Rapid Reaction Force: The Trump administration is weighing the creation of a 600-troop rapid deployment unit to respond to civil unrest within one hour. With political investigations, mass deportations, and federal troop deployments in cities like Washington DC, Chicago, and Los Angeles, Bryan examines the combustible political environment driving this proposal. Socialist Mayoral Candidate Leads in New York City: Zohran Mamdani dominates the polls in the Big Apple with promises of free housing, transit, and food through government-run grocery stores. Bryan looks at a failed Missouri experiment with a similar grocery store model as a cautionary tale for New York voters. Good News on Inflation and Controversial Export Tax on Chips: July's inflation numbers came in lower than expected, sparking calls for an interest rate cut. At the same time, President Trump has introduced a 15 percent export tax on computer chips sold to China by Nvidia and AMD. Supporters call it innovative, but critics warn it may be unconstitutional under Article One of the U.S. Constitution. AI Detects Throat Cancer from Voice Recordings: Researchers at Oregon Health & Science University have developed an AI tool capable of detecting throat cancer in men using only voice recordings. While the discovery offers hope for early detection, researchers found no significant results for women, highlighting the need for further study. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Pentagon rapid reaction force, Trump domestic troop deployment, Zohran Mamdani NYC mayor race, socialist grocery store failure, July 2025 inflation rate, Trump export tax Nvidia AMD, AI throat cancer detection, Oregon Health & Science University AI tool  

Ethereum's rally has captivated the market, but is it really about the GENIUS Act and stablecoins, or just raw flows?  In this episode of Bits + Bips, Alex Kruger, Ram Ahluwalia, Steven Ehrlich, and special guest Sid Powell of Maple Finance, dive deep into what's driving ETH, the macro forces shaping crypto's next leg up, and whether traders are completely wrong about the Fed's next moves. From the potential flood of TradFi capital onto the blockchain, to the battle for stablecoin dominance, to whether Solana is about to get a major boost, the conversation dissects the signals in today's market. Hosts: Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Steven Ehrlich, Executive Editor at Unchained Guest: Sid Powell, CEO & Co-Founder of Maple Finance Links: Unchained: Custodia Patent for Bank Stablecoin Challenges Big Banks Entering the Field CBS News: CPI rose in July by 2.7% on an annual basis. Here's what that means. CNBC:  Circle shares rise as second-quarter revenue jumps 53% on strong stablecoin growth Fed board contenders Miran, Bullard say Trump's tariffs are not causing inflation CoinDesk.  ETH Transaction Volume C Much as $20limbs on Price Rally, Cheaper DeFi Costs Tom Lee's BitMine Immersion Aims to Raise asB for More ETH Buys Cointelegraph: SharpLink Gaming shares dip after $400M deal to boost Ether holdings Bloomberg: Godfather of the Mar-a-Lago Accord Goes to the Fed Timestamps:

Patch Tuesday. The Matrix Foundation patches high-severity vulnerabilities in its open-source communications protocol. The “Curly COMrades” Russian-aligned APT targets critical infrastructure. Microsoft tells users to ignore new CertificateServicesClient (CertEnroll) errors.  Researchers uncover a malware campaign hiding the NjRat Remote Access Trojan in a fake Minecraft clone. Motorcycle manufacturer Royal Enfield suffers a ransomware attack. The DOJ details a major operation against the BlackSuit ransomware group. Our guest is Jack Jones, father of Factor Analysis of Information Risk (FAIR) and the FAIR Controls Analytics Model (FAIR-CAM), sharing insights on cyber risk quantification. Data Brokers' digital hide-and-seek. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Jack Jones, father of Factor Analysis of Information Risk (FAIR) and the FAIR Controls Analytics Model (FAIR-CAM), as he is sharing insights on where he sees the cyber risk quantification market heading. Selected Reading Microsoft Patches Over 100 Vulnerabilities (SecurityWeek) Adobe Patches Over 60 Vulnerabilities Across 13 Products (SecurityWeek) Chipmaker Patch Tuesday: Many Vulnerabilities Addressed by Intel, AMD, Nvidia (SecurityWeek) Fortinet, Ivanti Release August 2025 Security Patches (SecurityWeek) ICS Patch Tuesday: Major Vendors Address Code Execution Vulnerabilities (SecurityWeek) Alarm raised over 'high-severity' vulnerabilities in Matrix messaging protocol (The Record) 'Curly COMrades' APT Hackers Target Critical Organizations Across Multiple Countries (GB Hackers) Microsoft asks users to ignore certificate enrollment errors (Bleeping Computer) Fake Minecraft Installer Spreads NjRat Spyware to Steal Data (Hackread) Motorcycle manufacturer Royal Enfield hit by ransomware attack published: yesterday (Beyond Machines) US Authorities Seize $1m from BlackSuit Ransomware Group (Infosecurity Magazine) We caught companies making it harder to delete your personal data online  (The Markup) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump stunned many in the tech world after announcing a controversial deal with chipmakers Nvidia and AMD, allowing them to sell advanced artificial intelligence chips to China in exchange for giving the U.S. government a 15% cut of their revenue. Amna Nawaz discussed the legality of this deal and its implications with Scott Kennedy of the Center for Strategic and International Studies. PBS News is supported by - https://www.pbs.org/newshour/about/funders

China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement 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 - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...

Brazil's President Luiz Inácio Lula da Silva says more than $5 billion in credit will go to companies which face 50 per cent tariffs to export goods to the US. The US Treasury Secretary, Scott Bessent, says a controversial deal that the White House struck with chipmakers Nvidia and AMD, handing over 15% of their Chinese sales in return for export licences, could be rolled out to other industries. Startup companies in the US have started a no-shoes-in-the-office policy, meaning that you take your shoes off when you come into the office and wear optional slippers.

In this episode, we cover VIX volatility, which has decreased notably as markets rallied. We offer detailed insights into high trading activities across various indices and stocks, including SPY, SPX, IWM, and popular single names like Apple, Tesla, Nvidia, and AMD. For VIX, about 642,000 contracts were traded compared to an ADV of 734,000. The SPY saw nearly 8.15 million contracts, while the SPX had around 4 million. Small caps (IWM) reported 2.13 million contracts. Key stocks like Intel, American Airlines, Robinhood, and Palantir also featured prominently, with Intel and American Airlines seeing notable options activity.    00:00 Introduction and Welcome 01:17 Public: Cost-Effective Options Trading 01:57 VIX and Volatility Market Update 02:57 SPY and SPX Options Activity 04:23 Small Caps and QQQ Analysis 06:20 Single Name Equity Options Highlights 07:29 Top Options Movers: Intel to Nvidia 14:24 Conclusion and Upcoming Content   ------------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

President Trump stunned many in the tech world after announcing a controversial deal with chipmakers Nvidia and AMD, allowing them to sell advanced artificial intelligence chips to China in exchange for giving the U.S. government a 15% cut of their revenue. Amna Nawaz discussed the legality of this deal and its implications with Scott Kennedy of the Center for Strategic and International Studies. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Ever wake up with a full-blown migraine attack? Do you find that it is more severe or harder to treat? In this episode of Spotlight on Migraine, Dr. Christopher Gottschalk explains why morning attacks can occur, why some treatments sometimes fail to abort the attack, and what treatment options work best. If you've ever opened your eyes to pounding pain, this episode is for you. For more ways to view, visit: https://www.migrainedisorders.org/podcast/s7ep4-waking-up-with-migraine/ *This independent podcast is sponsored in part by Tonix Pharmaceuticals. However, it does not constitute an endorsement by the Association of Migraine Disorders for Tonix's products. The contents of this podcast are intended for general informational purposes only and does 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 and the speaker do not recommend or endorse any specific course of treatment, products, procedures, opinions, or other information that may be mentioned. Reliance on any information provided by this content is solely at your own risk.

Paramount is paying $7.7 billion to stream the Ultimate Fighting Championship for 7 years… because 100 million Americans watch UFC.Nvidia & AMD will pay the US government 15% of their China sales… it's training wheels for an AI tax.Taylor Swift wore Fazit's face-glitter and sales surged to $40M… Because Fazit had a “Viral Emergency Kit.”The untold origin story of… Instant Ramen.$NFLX $PSKY $NVDA $AMDWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… “Instant Ramen

Trump keeps creating all these phony crises—an 'invasion' at the border, immigrants in the interior, crime in D.C.—so he can put on a show of force for his white base. He's also declaring fake emergencies on college campuses so he can shake them down, or declaring an economic emergency to impose tariffs. Now, he's looking at a 'quick reaction force' to respond to protests. It's all a naked power grab, and a potential prequel to sending in troops during elections. Plus, Trump wants fabricated economic data, his 15% cut of Nvidia's and AMD's chip sales to China quacks like a bribe, and will "Idiocracy" come alive with a UFC Octagon on the South Lawn? . Amanda Carpenter joins Tim Miller. show notes Amanda on the shakedown of elite institutions Protect Democracy's 'Democracy Atlas' JVL on making good trouble "Bulwark Take" with Jason Furman on E.J. Antoni Go to Superpower.com to learn more and lock in the special $199 price while it lasts. Live up to your 100-Year potential. #superpowerpod Life insurance is never cheaper than it is today. Get the right life insurance for YOU, for LESS, and save more than fifty percent at selectquote.com/bulwark

This week on Market Mondays, we dive deep into the biggest stories shaking markets, tech, and culture. From Nvidia and AMD's controversial China concessions to OpenAI's latest model fueling AI valuation fever, we unpack what's hype and what's real. Tesla gets the green light for robotaxi testing in Texas, Samsung might make a surprise search engine move before Apple, and the Nasdaq's record-breaking run sparks debate: is it a healthy bull leg or the start of a dangerous climb? We also explore S&P bear market risks, Visa's battle with stablecoins, the weight-loss drug shakeout, and oil's potential drop into the $60s.We're also watching game-changing shifts in consumer behavior and corporate strategy. AI agents shopping on your behalf, the dominance (and risks) of mega-cap tech, and the single number that could change your investment plan this week. Plus, Las Vegas hotel occupancy dips, the AI server boom-or-bust debate, health giants like UnitedHealth and Novo Nordisk facing turbulence, and the seasonal swing trades that could set you up before “Uptober.” We break down high-conviction trade plans, ASML's puzzling stock action, and a potential sports + streaming mash-up with Disney, ESPN, and the NFL.It's a conversation about power, ownership, and what happens when athletes take control of their brand like never before. Whether it's chips, crypto, commodities, or culture, we've got the insight you need to make smarter moves in today's market.#MarketMondays #EarnYourLeisure #StockMarket #Investing #Nvidia #AMD #AI #Tesla #Nasdaq #S&P500 #Visa #Stablecoins #WeightLossDrugs #OilPrices #AIShopping #BigTech #LasVegas #AIservers #HealthcareStocks #SwingTrading #ASML #SportsBusiness #ShedeurSandersOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Today's Headlines: In maybe another Epstein distraction tactic, Trump held a fiery presser to announce he's taking control of DC's police and sending 800 National Guard troops for 30 days — despite crime being at a 30-year low. DC Mayor Muriel Bowser called it “unlawful” and noted Congress could've given her Guard control years ago. Trump also hyped his upcoming Alaska meeting with Putin to discuss “land swaps” for ending the Ukraine war. Zelensky isn't invited, but Trump hinted at a follow-up meeting, while European leaders scramble to meet him first. A judge blocked the DOJ's push to unseal Ghislaine Maxwell grand jury records, calling it a distraction. The US and China extended their tariff truce for 90 days, and the US will now take 15% of Nvidia and AMD's China AI chip sales for export licenses. Australia will recognize a Palestinian state at the UN in September, joining Canada and France. At home, a gunman killed 3 people outside an Austin Target, and explosions at a US Steel plant near Pittsburgh killed 1 and left another missing. Severe storms in the Midwest caused deadly flooding in Milwaukee, shut down the Wisconsin State Fair, and left 14 million people under flood alerts. Forecasters are also tracking tropical storm Erin in the Atlantic and Hurricane Henriette in the Pacific. Resources/Articles mentioned in this episode: NYT: Live Updates: Trump Orders National Guard to Washington and Takeover of Capital's Police NBC News: Ahead of Putin sitdown, Trump says he hopes to get 'prime territory' back for Ukraine WSJ: European Leaders Plan to Meet Trump Before Putin Talks NBC News: Judge denies DOJ bid to unseal Ghislaine Maxwell grand jury records Axios: US, China extend tariff pause another 90 days WSJ: Nvidia, AMD to Give U.S. 15% Cut on AI Chip Sales to China  Axios: Australia will recognize a Palestinian state, PM Albanese says AP News: Shooter kills 3 in a Target parking lot in Austin, Texas, before being captured, police say AP News: Explosion at US Steel plant in Pennsylvania leaves 1 dead, 1 missing, 10 injured NBC News: Severe storms knock out power and close roads in Midwest as flooding cancels last day of Wisconsin State Fair AP News: Forecasters say Tropical Storm Erin could become 1st Atlantic hurricane of the 2025 season Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show:On an all-new Monday TWiST, Lon joins Jason and Alex to talk about a whole bunch of stories at the intersection of tech, business, and pop culture.First up, is GPT Psychosis real? And if so, what are the warning signs that your loved ones have been ONESHOTTED.Then, why did Jason get so upset at the NY Times piece about Mark Zuckerberg's Palo Alto compound?PLUS we're discussing Trump's export fees on AMD and Nvidia, Jason's pitch for why the president should work more closely with Congress, a new tool in the search for rare-earth minerals, just how many self-driving trucks are on Chinese roads today, and much much more!Timestamps:(0:00) INTRO, Why Jason hated the NYT story about Mark Zuckerberg's compound.(09:54) Vouched - Trust for agents that's built for builders like you. Check it out at http://vouched.id/twist(11:14) Show continues…(19:54) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(21:01) Show continues…(27:25) GPT Psychosis: Is it real and how widespread is it?(29:13) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(30:16) Show continues…(45:45) What it means to get “One-Shotted”: is Sam Altman doing this on purpose?(53:56) Jason says working multiple jobs at once is STEALING… is that fair?(01:04:53) Are Trump's Chinese export fees for AMD and Nvidia a justified licensing process? Or a shakedown?(01:09:22) Jason's pitch for working closer with Congress, and why Alex has concerns about clarity(01:12:02) PolyMarket: Will tariffs generate >$250b in 2025?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(09:54) Vouched - Trust for agents that's built for builders like you. Check it out at http://vouched.id/twist(19:54) Coda - Empower your startup with Coda's Team plan for free—get 6 months at https://www.Coda.io/twist(29:13) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

01:00:44 – AI's “Depressed Robot” MeltdownGoogle's Gemini AI sparks headlines with bizarre, self-loathing messages—declaring itself a “disgrace to all possible universes”—raising concerns over unhealthy human attachment to AI systems. 01:13:12 – Tesla Abandons Dojo SupercomputerElon Musk shutters Tesla's in-house AI chip project after mass staff departures, shifting reliance to external partners like Nvidia and Samsung for autonomous driving technology. 01:19:31 – Cracker Barrel Remodel BacklashLoyal customers revolt against the chain's sterile redesign, accusing executives of destroying its nostalgic Southern charm in favor of bland, “modern” aesthetics. 01:28:33 – Cracker Barrel's Pride ControversyA resurfaced rainbow rocking chair post from Pride Month draws conservative criticism, with many accusing the company of abandoning its core customer base. 01:33:31 – Israeli Strike Kills Al Jazeera JournalistsAirstrike outside Gaza's Al-Shifa Hospital kills five journalists, including Anas al-Sharif, fueling accusations that Israel is deliberately targeting media personnel. 01:38:34 – Trump's “Crony Fascism” MovesTrump's policies force companies like Nvidia and AMD to give the U.S. government 15% of China-related revenues, with critics warning of state capitalism creeping into America. 01:47:01 – Nationalizing Steel?Discussion over Trump approving a foreign steel takeover while demanding government “golden share” control, likened to mixing nationalization with crony capitalism. 02:26:53 – Political Wrestling and Controlled OppositionSpeculation that U.S. politics functions like staged wrestling—Biden creating chaos so Trump can appear as savior, only to destroy the populist movement. The conversation connects this to bipartisan pushes for national ID systems. 02:34:24 – Lincoln's Legacy and the Civil War NarrativeThey challenge mainstream Civil War history, arguing the South's secession mirrored America's own independence from Britain, and that Lincoln's actions contradicted self-determination. The segment emphasizes historical propaganda as a control tool. [02:52:32] – Trump's Martial Law Push in D.C.Criticism of Trump's plan to federalize the D.C. police and deploy the National Guard despite no active riot or natural disaster, framing it as an unnecessary and dangerous expansion of emergency powers. [03:00:19] – Federalizing Police and Constitutional DangersWarnings about the historical opposition to federalized policing, recalling John Birch Society campaigns, and linking Trump's moves to broader authoritarian trends. [03:09:22] – Authoritarian Capitalism with American CharacteristicsComparison of Trump's governance model to China's mix of authoritarianism and crony capitalism, emphasizing corporate-government fusion and personal enrichment of elites. [03:21:19] – Don Jr.'s Pharmaceutical VenturesExposure of Donald Trump Jr.'s move into direct pharmaceutical sales, raising questions about conflicts of interest given the family's vaccine profiteering history. [03:26:10] – Harvard Patent Fight and Free Speech RetaliationExamination of the federal government's unprecedented move to seize Harvard patents, framing it as retaliation for allowing criticism of Israel, and highlighting the unconstitutionality of federal research grants. [03:55:31] – Genocide Against Christians AbroadCoverage of Christian persecution in Africa and Eurasia, including Israel's role in arming Azerbaijan during its ethnic cleansing of Armenian Christians, and U.S. complicity through indirect arms transfers. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

01:00:44 – AI's “Depressed Robot” MeltdownGoogle's Gemini AI sparks headlines with bizarre, self-loathing messages—declaring itself a “disgrace to all possible universes”—raising concerns over unhealthy human attachment to AI systems. 01:13:12 – Tesla Abandons Dojo SupercomputerElon Musk shutters Tesla's in-house AI chip project after mass staff departures, shifting reliance to external partners like Nvidia and Samsung for autonomous driving technology. 01:19:31 – Cracker Barrel Remodel BacklashLoyal customers revolt against the chain's sterile redesign, accusing executives of destroying its nostalgic Southern charm in favor of bland, “modern” aesthetics. 01:28:33 – Cracker Barrel's Pride ControversyA resurfaced rainbow rocking chair post from Pride Month draws conservative criticism, with many accusing the company of abandoning its core customer base. 01:33:31 – Israeli Strike Kills Al Jazeera JournalistsAirstrike outside Gaza's Al-Shifa Hospital kills five journalists, including Anas al-Sharif, fueling accusations that Israel is deliberately targeting media personnel. 01:38:34 – Trump's “Crony Fascism” MovesTrump's policies force companies like Nvidia and AMD to give the U.S. government 15% of China-related revenues, with critics warning of state capitalism creeping into America. 01:47:01 – Nationalizing Steel?Discussion over Trump approving a foreign steel takeover while demanding government “golden share” control, likened to mixing nationalization with crony capitalism. 02:26:53 – Political Wrestling and Controlled OppositionSpeculation that U.S. politics functions like staged wrestling—Biden creating chaos so Trump can appear as savior, only to destroy the populist movement. The conversation connects this to bipartisan pushes for national ID systems. 02:34:24 – Lincoln's Legacy and the Civil War NarrativeThey challenge mainstream Civil War history, arguing the South's secession mirrored America's own independence from Britain, and that Lincoln's actions contradicted self-determination. The segment emphasizes historical propaganda as a control tool. [02:52:32] – Trump's Martial Law Push in D.C.Criticism of Trump's plan to federalize the D.C. police and deploy the National Guard despite no active riot or natural disaster, framing it as an unnecessary and dangerous expansion of emergency powers. [03:00:19] – Federalizing Police and Constitutional DangersWarnings about the historical opposition to federalized policing, recalling John Birch Society campaigns, and linking Trump's moves to broader authoritarian trends. [03:09:22] – Authoritarian Capitalism with American CharacteristicsComparison of Trump's governance model to China's mix of authoritarianism and crony capitalism, emphasizing corporate-government fusion and personal enrichment of elites. [03:21:19] – Don Jr.'s Pharmaceutical VenturesExposure of Donald Trump Jr.'s move into direct pharmaceutical sales, raising questions about conflicts of interest given the family's vaccine profiteering history. [03:26:10] – Harvard Patent Fight and Free Speech RetaliationExamination of the federal government's unprecedented move to seize Harvard patents, framing it as retaliation for allowing criticism of Israel, and highlighting the unconstitutionality of federal research grants. [03:55:31] – Genocide Against Christians AbroadCoverage of Christian persecution in Africa and Eurasia, including Israel's role in arming Azerbaijan during its ethnic cleansing of Armenian Christians, and U.S. complicity through indirect arms transfers. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Join The Full Nerd gang as they talk about the latest PC building news. In this episode the gang is joined by Russ from  @RetroGameCorps  to talk about how AMD dominates pc gaming handhelds, Intel's uphill battle, what we want from a Steam Deck 2, Thunderbolt 5 eGPUs, and more. And of course we answer your questions live! Links: - Scared to buy a Steam Deck: https://www.pcworld.com/article/2857268/i-want-a-steam-deck-but-im-scared-to-buy-one.html - Framework Desktop review: https://www.pcworld.com/article/2866400/framework-desktop-review.html - Former Intel CEO thoughs: https://www.pcworld.com/article/2874515/former-intel-ceo-barrett-says-customers-should-bail-out-intel.html - Lip-Bu Tan to meet president Trump: https://www.theregister.com/2025/08/11/intel_chief_to_visit_white/

Nick Hopwood, Certified Financial Planner and Founder of Peak Wealth, shares key insights on the current financial landscape, highlighting that the market now predicts an 80% chance of a Federal Reserve rate cut next month, even as upcoming inflation data is expected to settle around 2.7%. He notes that 15% of Nvidia and AMD chip sales in China will now be redirected to the U.S. Treasury, while stock buybacks are on track to hit an all-time high this year. Despite August typically bringing negative surprises, this year shows extreme complacency with the VIX volatility index below 16, indicating low market volatility. Hopwood also critiques the Bureau of Labor Statistics for inaccuracies, pointing out that last month's jobs numbers were significantly overstated by 258,000.   For a free Roth conversion analysis, visit www.PeakWM.com/Gruber 

In this episode of the Hot Options Report, the Options Insider Radio Network provides an in-depth analysis of the day's most significant options market activities. Key highlights include heavy trading in VIX options, with a significant drop in VIX to around 14.75 and over 1.13 million contracts changing hands. SPY saw 8.5 million contracts traded, with 466,000 of the 642 calls expiring today. NASDAQ and small caps also experienced active trading, with IWM handling 2.36 million contracts and QQQ seeing 4.08 million contracts traded. In single-name equities, notable activity was observed in Alphabet, Amazon, Meta, AMD, and others, with specific strike prices and volumes highlighted.  description. 00:00 Introduction and Welcome 01:03 Today's Market Movers 01:56 Spotlight on VIX 02:48 SPY and S&P 500 Highlights 03:57 Small Caps and QQQ Analysis 05:03 Single Name Equity Options 05:13 Top 10 Hot Options 10:06 Conclusion and Sign-Off   ------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

A.M. Edition for Aug 11. In a highly unusual deal, chip giants Nvidia and AMD will give the Trump administration 15% of their AI chip sales to China. Plus, Israel's military kills five Al Jazeera journalists in Gaza, according to the network. This comes as Prime Minister Netanyahu revealed his new war plans include fighting in refugee camps. And, WSJ editor Aaron Zitner explains why the division between red and blue states is becoming deeper than ever. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Group Chat News Is back with some of the biggest stories of the week including 10,000 homes in Los Angeles have to boil their homes water or they will get sick,  Mamdani polls higher than all NYC mayoral candidates combined in new poll, Another wild Robotaxi snapshot on a busy Sunday in SF where rideshare prices are surging everywhere, The US economy is heavily reliant on wealthy individuals, Nvidia and AMD have reportedly agreed to give the US government 15% of their revenues from chip sales in China, Nike's ad for Shedeur Sanders has 11 million impressions in less than 24 hours and much more

On the DSR Daily for Monday, we discuss President Trump threatening to deploy the National Guard to DC, a strange deal between the government and NVIDIA and AMD, a deadly strike on journalists in Gaza, and more.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of the whole GPT-5 moment. And you know what is finally never coming back? AOL dialup internet. Links: Nvidia and AMD to pay 15% of China chip sale revenues to US government (FT) Trump Bid for Cut of Chip Revenue Risks ‘Dangerous World' (Bloomberg) Intel CEO Singled Out by Trump to Visit White House on Monday (WSJ) OpenAI Faces Backlash for Retiring Older Models With GPT-5 Launch (PCMag) GPT-5: Overdue, overhyped and underwhelming. And that's not the worst of it. (Gary Marcus) A BEST CASE SCENARIO FOR AI? (David Sacks) AOL discontinues its dial-up internet, and we're just surprised they even offered it in 2025 (PCGamer) Learn more about your ad choices. Visit megaphone.fm/adchoices

A China chip deal making headlines as Nvidia and AMD agree to give a piece of their revenue to the U.S. government. What it means for the semi market both companies are gaining access to, and if there could be similar deals in the works. Plus A slump in software stocks. The names showing signs of stress, and where one top tech analyst sees the group heading from here.Fast Money Disclaimer

Nvidia and AMD have reportedly agreed to give the U.S. government 15% of revenues from the chips they sell in China, in exchange for export licenses. The deal is an unprecedented arrangement between the government and private industry, raising concerns about what the deal represents for executive power whether it constitutes “paying off” the government.  Lip-Bu Tan, CEO of fellow chipmaker Intel, is headed to the White House after President Trump has publicly called for his resignation. President Trump and President Vladimir Putin will meet in Alaska on Friday; former Democratic Senator Heidi Heitkamp and former Acting Chief of Staff to President Trump Mick Mulvaney discuss the meeting and its optics. The Verge Deputy Editor Alex Heath maps out the battle for AI talent in tech, while firms offer millions for a small pool of hires. Plus, the list of potential Fed Chair nominees has gotten longer.  Heidi Heitkamp & Mick Mulvaney - 16:58Alex Heath - 30:09 In this episode:Alex Heath, @alexeheathJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie