Podcasts about amd

Wafer Co-Founder and CEO Emilio Andere talks with TITV Host Akash Pasricha about optimizing open source models for non-Nvidia chips. We also talk with New Enterprise Associates Partner Mustafa Neemuchwala about Nvidia's $3.5 billion convertible bond investment in MediaTek, and we get into the VC case for building software in the AI era with The General Partnership Co-Founder Phin Barnes.Articles discussed on this episode: https://www.theinformation.com/newsletters/ai-agenda/wafer-inference-provider-uses-non-nvidia-chips-lands-acquisition-offers-200-million-plus-valuationSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Wafer Raises $40M Series A at $200M+ Valuation03:42 - Optimizing Open Weight Models for AMD & Non-Nvidia Chips11:26 - OpenAI's Jalapeño Chip & Agentic Workflows12:56 - Nvidia Invests $3.5B in MediaTek Convertibles17:42 - Does Nvidia-MediaTek Deal Deepen Circular Financing?23:30 - The VC Case for Building Software in the AI Era28:45 - The VC Mechanics Driving Mega-Rounds & Pivots34:02 - Outcome-Based Pricing vs. Predictable SaaS Margins

In this week's Stock Market Options Trading Podcast, I break down an XSP 0DTE trade I entered at the market open and how I was able to turn the position into a risk-free trade after the market moved in my favor.We'll walk through the trade structure, why I started with an in-the-money call credit spread, and how adding the opposing spread converted the position into an Iron Condor with no remaining downside risk.I also take a first look at CBOE's newer Magnificent 10 Index (MGTN), an equal-weighted index featuring the Magnificent 7 plus Broadcom, Palantir, and AMD. We'll look at why cash-settled index options are interesting for traders, along with the biggest issue with MGTN right now: liquidity.Plus, this week's episode covers:• The current SPX market setup and important gamma levels• What I'm watching as the market trades below 7700• This week's major economic and employment reports• Tuesday's SPX Opening Range Breakout statistics• The return of the X Files segmentThe goal is always the same: use data, backtesting, and market statistics to find practical ways to trade the S&P 500 and index options.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcAI is everywhere right now… but what happens when the technology powering the AI boom starts running into real-world limits? This conversation takes a deeper look at the AI bubble debate, and the biggest risks might have less to do with the technology itself and more to do with power, chips, competition, and expectations.There's a part in here that really hits. AI needs two critical things to keep scaling: chips and electricity. And while the US is pouring massive amounts of money into data centers and AI infrastructure, the power needed to support that growth is becoming a serious bottleneck. China is rapidly expanding its electricity generation, while US data center projects are facing long interconnection queues and years of delays.The energy infrastructure angle gets especially interesting too. Gas turbines are becoming a critical bridge for AI data centers that can't wait years for new grid capacity. GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries are positioned right in the middle of this trend, while turbine demand and backlogs continue to rise. GE Vernova and Siemens Energy have already seen huge gains as investors recognize just how much power the AI boom is going to require.Then there's the China problem. US restrictions on advanced AI chips may have slowed China down in the short term, but they're also pushing the country to build its own semiconductor ecosystem. SMIC is already producing advanced chips using older technology, while Chinese AI models are becoming increasingly competitive and significantly cheaper. If the gap continues to close, a potential AI price war could put pressure on the enormous spending plans that investors have already priced into the market.And this is where the stock market analysis gets really interesting. If an AI correction actually starts, the semiconductor leaders could be among the first places to look. Nvidia, Broadcom, Micron, AMD, Intel, Qualcomm, Marvell, and other major chip stocks could provide an early warning. Nvidia is especially important because of its enormous market cap weighting in the S&P 500. After an explosive move, Nvidia has now been struggling around the same levels it traded at months ago, creating a frustrating and choppy environment for traders.✅ AI bubble risks, power constraints, and data center demand✅ Nvidia, Broadcom, Micron, AMD, Intel, and semiconductor analysis✅ GE Vernova, Siemens Energy, and the AI power infrastructure boom✅ China, AI chips, SMIC, and growing competition in artificial intelligence✅ AI valuations, market concentration, order blocks, momentum, and riskIf you've been wondering whether the AI boom is getting overheated… this one is worth watching. The technology might continue changing the world, but that doesn't mean every AI stock can keep going up forever. Sometimes the biggest warning signs are hiding underneath the story everyone is excited about.Video Link:https://www.youtube.com/watch?v=PMwIW8ZT69o&t=692sSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWhat if the biggest stock market winners were actually giving you clues before the breakout happened?That's exactly what we're digging into today.We're breaking down the Callimachi breakout strategy and testing it against the top 100 stock market gainers. And the results are seriously interesting.The big idea? Stop staring at charts after the move and start asking what the stock looked like BEFORE it exploded.Here's what we're looking for:✅ Strong momentum and a major move higher✅ Price holding the 10, 20, and 50 EMAs✅ Higher lows and tight consolidation✅ Narrowing price action before the breakout✅ Breakouts backed by momentum and volumeWe also look at real examples including Nvidia, AMD, Celsius, and other explosive winners, plus how order blocks, overhead resistance, market trends, and sector strength can stack the odds in your favor.And here's the part that really caught my attention: the study found 58 clean setups among the top 100 performers, with an average risk of 3% versus an average return of 62%.But finding the setup is only half the battle. The real challenge is having the discipline to let your winners run.If you want to become a better trader, this one is worth watching.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die neue Zinsangst, den Glatzen-Boom an der Börse und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Nvidia, AMD, Airbus, Veradermics, Absci, Cosmo Pharmaceuticals, Alphabet, Microsoft, Amazon, Tesla, Intel, Veolia, Xylem, Dow, Abacus Global Management, Blackstone, Apollo Global Management, iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Pictet Water (WKN: 933349), BNP Paribas Aqua (WKN: A14UBP), KBI Water Fund (WKN: A1JDDT), L&G Clean Water UCITS ETF (WKN: A2PM52) und Amundi MSCI Water UCITS ETF (WKN: LYX0CA). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear thesis on AI infrastructure and software at once. Patrick Moorhead and Daniel Newman also cover Hot Chips 2026, the NVIDIA-Hugging Face acquisition rumor, and debate whether Anthropic's SaaS reassurances hold up on Ep. 317 of The Six Five Pod. The handpicked topics for this week are: Claudeforce Turns Salesforce Into Anthropic's Enterprise Front End. Salesforce and Anthropic launched Claudeforce, positioning Claude as the interface across roughly 27 Salesforce services while Anthropic supplies the underlying AI engine. Marc Benioff and Dario Amodei appeared together on CNBC to make the case for the partnership, and both stocks rallied on the news. Moorhead flags one open question: how Anthropic protects Salesforce customer data without collecting the usage traces that AI systems typically retain. (The Decode) AWS Adds 2 Million NVIDIA GPUs on Top of Its GTC Commitment. AWS committed to another 2 million NVIDIA GPUs, layered onto the 1 million it pledged at GTC five months earlier, alongside its own Trainium and Graviton silicon build-out. Moorhead estimates the deal at 6 to 7 gigawatts and $80 billion to $120 billion in NVIDIA revenue, and reads the pairing of NVIDIA's Vera CPU with Graviton as evidence that agentic workloads need capabilities Amazon's own silicon doesn't yet cover. The commitment reinforces Moorhead's argument that wafer, packaging, and memory supply set the ceiling on AI infrastructure buildout, regardless of how many custom silicon projects come online. (The Decode) Hot Chips 2026 Draws Mainstream Attention as Custom and Merchant Silicon Both Scale. What was once an academic gathering turned into a press and social media event, with OpenAI's Jalapeño inference chip drawing the most attention for its bandwidth-heavy first-generation performance. IBM and Arm detailed a joint development agreement enabling IBM Z mainframes to run Arm code natively at sub-nanosecond switching latency, and AMD showed a full Helios rack while Arm walked through its AGI chip architecture. Moorhead notes that Jalapeño almost certainly relied on Synopsys or Cadence EDA tools rather than in-house design tooling. (The Decode) The NVIDIA-Hugging Face Acquisition Rumor Raises the Stakes on Model Distribution. Reports from The Information, Reuters, and Bloomberg point to a roughly $12.9 billion deal between NVIDIA and Hugging Face, though neither company has confirmed it. Moorhead and Newman question whether NVIDIA would treat Hugging Face as a neutral, GitHub-style repository to keep the open source community on side, or use it as a route into inference services without building out its own datacenter business directly. Newman raises the regulatory exposure of a chipmaker owning the leading open model distribution layer. (The Decode) The Flip: Dario's CNBC Appearance and Claudeforce Put Anthropic's SaaS Intentions to the Test. In this simulated debate, Daniel makes the case for Dario Amodei, pointing to Claudeforce's integration with Salesforce's identity graph, field-level permissions, and audit trail as evidence that Anthropic wants to operate as the intelligence layer sitting on top of enterprise systems of record. Patrick makes the case against this, framing the CNBC appearance as a Trojan horse and citing Amodei's past comments about a small number of AI companies eventually controlling the market as evidence that owning the UI, and the pricing power that comes with it, remains the actual goal. (The Flip) NVIDIA Posts a Quadruple Beat and Commits to a $700 Billion Revenue Target. NVIDIA reported $96.22 billion in quarterly revenue, with $89 billion from data center; it guided Q3 total revenue toward $108 billion and pointed to a $700 billion annualized revenue target Moorhead calls increasingly credible. The company's new AI Clouds, Industrial, and Enterprise reporting category grew 138%, outpacing the roughly 100% growth of the rest of the data center business and easing the concentration risk bears have flagged. Goldman Sachs, Morgan Stanley, Bernstein, and Raymond James all raised price targets on the print. (Bulls and Bears) Salesforce Raises Guidance as Agentforce ARR Grows 240%. Salesforce raised full-year guidance to $46.1 billion to $46.4 billion, with Agentforce ARR reaching $1.5 billion on 240% growth and non-GAAP EPS of $5.90. Moorhead points to premium SKU bookings more than doubling quarter over quarter and half of AI bookings coming from existing customer expansion as the durability signal Agentforce needed. Newman reads the results, paired with the CNBC appearance, as the market correcting its overreaction to the SaaSpocalypse narrative. (Bulls and Bears) Synopsys Beats Across the Board Despite Investor Confusion Over IP Revenue. Synopsys reported $2.48 billion in revenue, up 42%, with $711 million from Ansys, and raised guidance, with operating expense control around the Ansys integration paying off ahead of an expected 2027 revenue lift from the combined businesses. The stock still declined on investor confusion over IP segment reporting differences between FactSet and LSEG data. Newman highlights the company's unit-based royalty model and its early visibility into custom AI chip demand through both its EDA and Ansys simulation businesses. (Bulls and Bears) HP Beats on Revenue and Earnings But the Market Wants an Edge AI Story. HP reported $15.68 billion in revenue, up 12.5%, and EPS of $0.83, both ahead of consensus, with strong personal systems growth as supply constraints give the company pricing power on premium devices. Moorhead reads the sell-off as a margin trust discount tied to tariffs and lingering uncertainty over the company's interim CEO search, with device demand holding up. Newman is looking for HP to show how it monetizes distributed AI and on-device token economics, from lower-cost workstations up through devices like the $100,000 DGX Station. (Bulls and Bears) Everpure Grows Revenue 38% and Raises Guidance on a Second Hyperscaler Win. Everpure, formerly Pure Storage, grew revenue 38% to $1.19 billion, beat EPS at $0.70 versus $0.58 expected, and raised full-year guidance by more than $500 million on a second top-five hyperscaler design win landing in fiscal 2028. Newman points to eight straight quarters of accelerating revenue growth and expanding gross margin dollars even as pricing holds steady. The stock fell roughly 15% despite the beat, which Moorhead and Newman attribute to elevated investor expectations. (Bulls and Bears) Marvell Meets Expectations as the Market Waits for Google Deal Detail. Marvell posted data center revenue up 46% to $2.17 billion, total revenue up 37% to a record $2.739 billion, and Q3 guidance of $3.15 billion, essentially matching estimates, with its full-year outlook raised to roughly $18 billion. Shares fell more than 10% on investor appetite for a guidance raise tied to the Google custom silicon deal, which Moorhead expects Marvell to detail further at its October Financial Analyst Day. Newman frames the quarter as steady execution on socket wins, with the stock up 187% year to date, without the guidance drama some investors wanted. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode Claudeforce: Salesforce and Anthropic Announce Claudeforce  https://www.salesforce.com/news/pressreleases/2026/08/26/salesforce-and-anthropic-announce-claudeforce/ AWS and NVIDIA to Deliver 2 Million Additional GPUs  https://nvidianews.nvidia.com/news/aws-and-nvidia-to-deliver-2-million-additional-gpus-and-next-generation-infrastructure-for-agentic-and-physical-ai Hot Chips 2026: IBM Brings Arm Inside the Mainframe https://www.forbes.com/sites/jonmarkman/2026/08/25/ibm-brings-arm-inside-the-mainframe-with-a-new-dual-architecture-chip/ Hot Chips 2026: OpenAI's Jalapeño Chip Isn't Hot, and That's a Good Thing https://www.forbes.com/sites/luisromero/2026/08/27/openais-jalapeo-chip-isnt-hot-and-thats-a-good-thing/ NVIDIA Discussed Buying AI Startup Hugging Face, Insider Says https://www.bloomberg.com/news/articles/2026-08-27/nvidia-discussed-buying-ai-startup-hugging-face-insider-says The Flip  FOR (Dario is being sincere): CNBC Exclusive Transcript, Benioff and Amodei with Jim Cramer  https://www.cnbc.com/2026/08/26/cnbc-exclusive-transcript-salesforce-chair-ceo-marc-benioff-and-anthropic-co-founder-ceo-dario-amodei-speak-with-cnbcs-jim-cramer-on-closing-bell-overtime-today.html AGAINST (Dario's reassurance is a displacement play) https://finsee.ai/earnings/crm/2027/q2/en/ Bulls and Bears NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 Salesforce Delivers Record Second Quarter Fiscal 2027 Results https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx Synopsys Beats Q3 2026 Estimates, Shares Slip After Hours https://www.investing.com/news/transcripts/earnings-call-transcript-synopsys-beats-q3-2026-estimates-shares-slip-after-hours-93CH-4878035 HP Inc. Reports Fiscal 2026 Third Quarter Results https://www.hp.com/us-en/newsroom/press-releases/2026/hp-inc-reports-fiscal-2026-third-quarter-results.html Everpure Announces Second Quarter Fiscal Results https://finance.yahoo.com/markets/stocks/articles/everpure-announces-second-quarter-fiscal-200500505.html Marvell Technology Reports Second Quarter of Fiscal Year 2027 Financial Results https://investor.marvell.com/news-events/press-releases/detail/1031/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2027-financial-results  

Panel:Cade: https://www.youtube.com/@Cade_Onder RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Celia: https://x.com/CeliaBeee Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

Thanks to AMD for being a great partner and sponsoring this series! Check out their latest offerings at https://lmg.gg/f6PMg Go to https://bit.ly/3Ugy9k8 to enter the sweepstakes to win an AMD RYZEN™ 7 9800X3D CPU and a GIGABYTE Gaming OC RADEON™ RX 9070 XT GPU! Level up your streaming and recording game with XSplit Broadcaster! Get 30% off your first purchase or subscription with code WANSHOW30 at https://lmg.gg/xsplitwan Thanks to Infinite Cables for sending a bunch of cables over for Whale LAN! Check them out at https://www.infinitecables.com/ The LTT x DeltaHub collab Carpio 2.0 is available on LTTStore.com! Grab one here: https://www.lttstore.com/products/deltahub-ltt-wrist-rest Get a Circuit Board skin for your device so dbrand can keep messing with Linus at https://dbrand.com/pcb Check out the Razer Blade series of laptops; perfect for work or pleasure: https://lmg.gg/wanrazerblade Game or work in comfort on a Razer Iskur V2: https://lmg.gg/wanrazeriskur Get a special deal on Private Internet Access VPN today at https://www.piavpn.com/LinusWan Purchases made through some store links may provide some compensation to Linus Media Group. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplanThe market is setting up for a potentially important Monday—and these seven stocks could be right in the middle of it.In today's OVTLOOK, Christopher Uhl breaks down the market setup and the key signals to watch in MU, AMD, MSFT, AAPL, TSLA, INTC, and CRWD before the opening bell.Wall Street is focused on headlines. We're focused on trend, market breadth, sector leadership, risk, and the opportunities hiding beneath the surface.In this video, you'll discover:• The overall market setup heading into Monday• Which sectors and stocks are showing strength or weakness• What to watch in MU, AMD, MSFT, AAPL, TSLA, INTC, and CRWD• How to prepare a trading plan without chasing emotion

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

With Apple and Nvidia unleashing hardware that makes powerful local AI a reality, this episode unpacks the tech arms race changing how we run models at home and in business. Are we witnessing the end of the GPU monopoly and the start of real AI independence? (538) Qwen on X: "⚡Meet Qwen3.8-Flash, a multimodal MoE and an early preview of the Qwen4 architecture, now open-weight! The production version Qwen3.8-Flash will be available soon via QwenCloud API at just $ 0.16/1M input tokens and $ 0.47/1M output tokens. 125B parameters + 51B N-gram https://t.co/SScnmzWS7O" / X Thomson Reuters built its own AI model on Chinese open-source tech to slash AI costs Now introducing Gemini Enterprise for Legal Meta reaches $16.68 billion settlement over social media harms to children Twitch and Amazon hit with lawsuit for training AI with streamers' content Three Takeaways From Bill Gates's 5,784-Word Warning on AI: 'There Is No Plan' (214) Breaking911 on X: "WATCH: A humanoid robot training for the "Robot Olympics" in Beijing runs too fast, fails to stop, slams into a safety cushion, and breaks at the waist https://t.co/WEHdYCiPlO" / X Nvidia Is Spending $6 Billion to Build a Powerful U.S. Alternative to Chinese AI A Drone Killed Three Ukrainians. It Was Guided Entirely by A.I. Inside Musk's First Address to Cursor: Grok Is Falling Behind Introducing Butter Box | Butter | Life without internet made smoother. Silicon Valley's Newest Status Symbol Is a Super-Rare Sam Altman Swiss Watch Hosts: Leo Laporte and Jeff Jarvis Co-Host: Christina Warren Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: outsystems.com/twit scribe.how/machines framer.com/machines

Dr. Rukhsana Mirza is joined Dr. Dr. Anne Coleman. They discuss Dr. Coleman's study evaluating whether the Pooled Cohort Equations cardiovascular risk scores are associated with the future development and can predict future development of age-related macular degeneration, glaucoma, diabetic retinopathy, retinal vein occlusion, and hypertensive retinopathy. From her Ophthalmology article, "Cardiovascular Risk and Eye Health: A Cohort Study of the Pooled Cohort Equations and Ocular Disease Incidence." Cardiovascular Risk and Eye Health: A Cohort Study of the Pooled Cohort Equations and Ocular Disease Incidence. Sun D, et al. Ophthalmology, Volume 133, Issue 5, 645-653. The 2026–2027 BCSC Section 12: Retina and Vitreous features expanded updates on AMD and recently approved intravitreal injections and gene therapies, updated hydroxychloroquine guidance, 15 new surgical and diagnostic videos, and two interactive case studies. Order Section 12 today at www.aao.org/BCSC Join colleagues from around the world at AAO 2026, October 9-12 in New Orleans. Experience four days of expert education, hands-on learning, the Expo, meaningful connections and the moments that make this the ophthalmology event of the year. Advance registration savings end September 9. Register now at www.aao.org/RegNow

If there were any doubts about who's wearing the crown in the AI revolution... Nvidia just delivered another monster quarter. In today's episode, we're breaking down the latest earnings from Nvidia—and these aren't numbers that matter only to NVDA shareholders. Nvidia reported $96.2 BILLION in quarterly revenue, up an incredible 106% from a year ago. Even more impressive, its Data Center business generated $89 billion, up 117% year over year. Think about that for a moment. Nvidia isn't just growing. A company of this size just more than DOUBLED its revenue in one year. So the big question for today's show isn't simply whether Nvidia had a good quarter. It's: Can Nvidia—and the AI boom—keep this going? We'll dive into the numbers and look at what Nvidia's results tell us about the entire artificial-intelligence ecosystem. We'll discuss: Nvidia's latest earnings – What jumped out from the report and where the growth is coming from. Data Center dominance – What $89 billion in quarterly Data Center revenue tells us about global AI infrastructure spending. The AI spending boom – Are Microsoft, Meta, Amazon, Alphabet and other hyperscalers still willing to spend enormous amounts of money building AI infrastructure? Semiconductors – What Nvidia's results could mean for AMD, Broadcom, Micron and the rest of the chip sector. Memory – More AI computing means enormous demand for high-performance memory. Does Nvidia's growth strengthen the case for DRAM and HBM? Energy & infrastructure – All those GPUs have to go somewhere—and they require data centers, electricity, cooling, networking and an enormous infrastructure buildout. Valuation – At some point, even incredible growth can become fully priced in. Has Nvidia reached that point? The broader market – Nvidia has become so large and influential that its results can impact the Nasdaq, S&P 500 and overall investor sentiment. That's what makes this earnings report so important. Nvidia is no longer simply a semiconductor company investors watch four times a year. It's become one of the market's primary gauges of the entire AI investment cycle. Going into today's report, options markets were pricing roughly a 5.4% move in Nvidia shares, representing approximately $280 BILLION in potential market-cap movement in either direction. That's larger than the entire market capitalization of most companies! And with concerns growing recently about massive AI spending, stretched technology valuations and whether companies are generating enough return on their AI investments, Nvidia's results provide an important reality check. If AI is a bubble, somebody forgot to tell Nvidia's customers. But that doesn't mean the risks have disappeared. We'll separate the incredible fundamentals from the stock's valuation and ask the question traders actually care about: Great company... but is it still a great trade? For additional research, check out Nvidia Investor Relations and Nvidia Financial Reports. Listen now:

I guarantee the next 80% gain in 3 months is staring you in the face. Finding those stocks is hard, but I show you today 5 stocks that I own, 5 stocks that youtubers love and stocks that both Perplexity and Sidekick think could be the next big movers through the end of the year. FORMULA - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks + Seeking Alpha Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠+ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trendspider and Sidekick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠JUST THIS LINK ONLY ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's SUMMER SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Episode 4210 │ August 25, 2026 Anthropic admitted degrading their own AI's output quality to comply with EU watermarking law. Mike Adams says that changed the entire race. WHAT THIS EPISODE COVERS  Scott Kesterson sits down with Mike Adams for their first conversation in a year, opening with the oracle versus librarian framework both have independently arrived at — AI as a tool for research and task execution, never as a divine verdict-giver — and using the Chinese farmer Wu's destroyed sesame crop as the case study for why blaming AI rather than human accountability misdiagnoses every failure. Adams delivers the most significant claim of the interview: Anthropic publicly admitted to watermarking all model outputs under EU law by statistically biasing token selection, a technical concession that provably reduces output quality, while China's DeepSeek, Qwen, and other open-published models have pulled ahead of the US frontier labs specifically because Chinese companies shared their research openly instead of hoarding it as classified defense technology. The conversation closes on the sovereign computing model both are independently building — desktop AI on AMD's Strix Halo chip, open-weight models run locally on solar power, and a coming economy where owning hardware and generating your own energy matters more than money, because decentralized cognition is, in Adams's words, the single greatest threat to globalist control of what people are allowed to know. KEY QUESTIONS ADDRESSED  What did Anthropic publicly admit about watermarking their AI model outputs to comply with EU law — and why does Mike Adams argue this technical concession provably reduces the quality of every response, even for US domestic users who never consented to it? How did China overtake the US in the AI race — and why does Adams argue that China's strategy of openly publishing research papers and sharing innovations like sparse attention mechanisms and KV cache compression across companies proved more effective than the secrecy-driven US model treating AI as classified defense technology? What is the sovereign computing model Scott and Mike Adams are both building — and why does running open-weight AI models locally on solar-powered hardware represent, in Adams's words, decentralized augmented cognition and the single greatest threat to globalist controllers who have always sought to limit public access to knowledge? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. DOWNLOADS Citizen's Guide - Community Organizing Against Data Centers: click here Citizen's Guide - Auditing Automatic License Plate Readers: click here Citizen's Guide - Auditing Your State's Driver License Data: click here AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave

For years, the conversation with AMD patients has largely been about one thing: How do we slow this down? But Dr. Dalton Brothers and Dr. Chris White are having a very different conversation with their patients today – they talk about how to maintain and improve it.  In this week's episode of Power Hour, Eugene Shatsman sits down with Dr. Dalton Brothers, Owner and Founder of Brothers Vision Consulting and OD at Brothers, Bezold & Associates, and Dr. Chris White, OD at San Juans Vision Source, to explore how they are using photobiomodulation with AMD patients: what the evidence suggests, what they are seeing clinically, and what this emerging treatment model could mean for both patients and practices. Dalton now has roughly 200 AMD patients in treatment. Chris treated his first patient less than a year ago and has already built more than 40 cases while adding another two to three patients in a typical week. And they brought real-world cases to prove why they are paying attention.  

In this week's episode of the Windows Central Podcast, Daniel Rubino and Zac Bowden break down the latest Windows 11 insider features, focusing heavily on major overhauls coming to context menus, File Explorer polish, and options to force apps to open full-screen. They also dive into a surprising new Signal 65 processor study highlighting how Qualcomm's Snapdragon X2 chips stack up against Intel and AMD, wrap up recent Windows 11 improvements from March onward, and touch on various tech ecosystem shifts. This episode of the Windows Central Podcast is sponsored by Surfshark VPN. Unlimited devices, access your content from anywhere, and auto-block malware on Windows, Edge, and other platforms from $2.50/mo, with 3 months extra FREE. Sign up today! 00:00 — Introduction & Welcome 03:45 — Qualcomm Snapdragon X2 vs. Intel & AMD: Analyzing the Signal 65 processor study results, showing how Qualcomm beats out Intel and AMD chips in recent laptop testing. 10:15 — Windows 11 Context Menu Overhaul: Breaking down new customizable, faster context menus in Windows 11 Insider builds, including default cleanups and third-party app management. 24:30 — File Explorer Improvements: Reviewing massive performance updates, elimination of freezing/hang delays, and better UI polish for File Explorer. 42:10 — Forcing Apps to Open Full-Screen: Discussing the new Windows settings toggle that allows users to automatically launch apps in full-screen mode. 52:00 — Recap of Windows 11 K2 Features & General State of the OS: A look back at the overall quality-of-life improvements rolled out to Windows 11 since March. 1:05:15 — Wrap-Up & Outro

00:03 — According to recent reports, Microsoft is set to reveal its Maia 300 AI accelerator as early as September this year. For context, Microsoft launched Maia 200 back in January with the direct aim of reducing the cost of AI inference. 00:27 — The Maia 300 is expected to support both AI training and inference, but the key story here is the scale of ambition behind it. Now, Microsoft is once again partnering with TSMC, Taiwan Semiconductor Manufacturing Company, who delivered the first iteration of Maia chips. However, this time, the scale is much larger. increasing from tens of thousands of Maia 200 accelerator units. 00:54 — It's increasing from tens of thousands of Maia 200 accelerator units to potentially hundreds of thousands, or even over a million Maia 300 chips. For me, this initiative is really about Azure. By investing in these chips, Microsoft isn't necessarily trying to compete with NVIDIA. Rather, it aims to ensure that Azure doesn't rely entirely on NVIDIA infrastructure. 01:14 — This move will give Microsoft greater control over the cost, supply, and performance of the AI infrastructure running on Azure. And beyond that, Microsoft CEO Satya Nadella has stated that building the company's own silicon to work alongside NVIDIA and AMD chips is a priority. 01:35 — The successful launch of Maia 200 demonstrated that Microsoft's custom silicon strategy can work, albeit on a relatively small scale. The hope now is that Maia 300 will enable Microsoft to scale this strategy into a genuine competitive advantage for Azure. Visit Cloud Wars for more.

A tongue twister of a move – Bessent's Big Bond Blunder (say that a few times). Bitcoin moving higher – not for the reasons you think. The shine is off the penny – Investors rethinking their tech bets. This week’s guest – all over SpaceX, Tesla and the latest tech is  – 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 (https://thedisciplinedinvestor.com/blog/tdi-strategy/) Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA), (SPCX)

Panel:RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Celia: https://x.com/CeliaBeee Josie: https://www.youtube.com/@Josie_WoahKimerex: https://www.youtube.com/@KimerexProjekt

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia's reported $105B backing of OpenAI's Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia's narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and private equity. Brandon agrees scarcity has extended older GPU usefulness but warns the market could be flooded with newer, cheaper, more efficient hardware, leaving debt tied to obsolete equipment. Aaron likens GPUs to airplanes, expensive assets requiring constant utilization, while noting new AI builds demand entirely new data centers for power and cooling. The group questions widespread lack of profitability, compares the financing trend to past bubbles, and debates the optimistic case that breakthroughs could ultimately justify the investment.SHOW: 1056SHOW TRANSCRIPT: The Enterprise AI Show #1056 TranscriptSHOW VIDEO: https://youtu.be/vTLTdIZueJMSHOW SPONSORS:Nasuni - Activate your data for AI and request a demoShow topic: Nvidia's Pivot from Chipmaker to FinancierNvidia just backed $105B for OpenAI's Ohio data center and helped mobilize $500B+ in Wall Street financing (Apollo, Blackstone, BlackRock, Goldman, KKR) to fund GPU purchases, while AMD, Google, and Cerebras chip away at its tech lead. The moat is moving from silicon to balance sheet.Core question: Is a GPU actually securitizable like real estate or aircraft, or is this circular financing dressed up as infrastructure?The bull case: GPUs as productive, cash-flow-generating assets (compute-as-a-service) → financeable like data centers or planes, unlocking capital hyperscalers alone couldn't raise.The bear case: Depreciation risk; GPUs age fast, unlike buildings. What's the residual value of an H100-class chip in 2030? Securitizing a depreciating, obsolescence-prone asset is a very different bet than securitizing land.Circularity concern: Nvidia financing the customers who buy Nvidia chips, who generate the revenue that justifies Nvidia's valuation, echoes vendor financing bubbles (Cisco/telecom, 2000).Precedent: Compare to aircraft leasing/securitization models: what made those work (long asset life, resale markets, standardized valuation), and whether GPUs have any of that yet.Who bears the risk if utilization or model economics don't pan out: Nvidia, the banks, or the credit markets buying the paper?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

In the second hour of The Shelley Wynter Show, Shelley and Bill Crane talk about the elections. Shelley also plays a breaking news story from Rick Jackson. Amd to end the hour Shelley shares a story about Cobb County

Episode 112: For some reason, YouTube decided to change the view counter. Also, AMD didn't bother sampling RX 9050s for review, but we reviewed it anyway. Later in the podcast we chat about some of the weird matchups between AMD and Nvidia that have been created due to high GPU pricesCHAPTERS00:00 - Intro00:39 - YouTube Changes the View Counter13:44 - RX 9050 Review Samples were Blocked41:00 - Nvidia vs AMD GPU Pricing51:36 - Nova Lake Naming Leak58:49 - Updates From Our Boring LivesSUBSCRIBE TO THE PODCASTAudio: https://shows.acast.com/the-hardware-unboxed-podcastVideo: https://www.youtube.com/channel/UCqT8Vb3jweH6_tj2SarErfwSUPPORT US DIRECTLYPatreon: https://www.patreon.com/hardwareunboxedLINKSYouTube: https://www.youtube.com/@Hardwareunboxed/Twitter: https://twitter.com/HardwareUnboxedBluesky: https://bsky.app/profile/hardwareunboxed.bsky.social Hosted on Acast. See acast.com/privacy for more information.

Ryan Shrout examines Nvidia's (NVDA) setup ahead of its upcoming earnings report, including expectations for CEO Jensen Huang and the rollout of the company's Vera Rubin technology. He also discusses Nvidia's competitive advantages, the durability of its GPU leadership and the challenge posed by rivals such as AMD Inc. (AMD).======== 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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplanSell signals are starting to appear across the stock market heading into Monday—and investors need to be prepared.In this video, I break down the latest market warning signs, what the data is showing, and how I'm approaching key names including NVDA, GOOG, MU, AMD, PLTR, TSLA, and MRNA.We'll cover:• Why market conditions may be shifting• The stocks flashing potential sell signals• What market breadth and momentum are telling us• How to manage risk without making emotional decisions• What to watch before the opening bell on MondayThe goal is not to predict—we follow the signals, protect capital, and stay ready for the next high-probability opportunity.Get started with OVTLYR: https://www.ovtlyr.comSubscribe for daily market analysis, actionable stock ideas, and a data-driven approach to trading.*This video is for educational purposes only and is not financial advice.*

Cette semaine : Mistfall Hunter, Defender of the Crown - The Legend Returns, Street Fighter 6 Year 4 Character Pass, Marvel Tokon: Fighting Souls, GeForce Now : sortie de bêta sur Linux, Escape from Tarkov se met au season pass, The Finals - mode Heavy Hitter, Ghost Recon Wildlands: Last Rites, Quake: Dawn of the Machine, S.T.A.L.K.E.R. 2 : la grosse update 2.0, TMOG, Quatermaster, Cult 48 - The Veil Oblique, AMD nous insulte avec la Radeon RX 9050, et la DRAM DU LOL... Lisez plutôt Torréfaction #379 : Marvel Tokon: Fighting Souls, Mistfall Hunter, Defender of the Crown, des patchs de fou pour Quake (!), GR Wildlands (!!), S.T.A.L.K.E.R. 2, EFT et toujours le DRAM du matos avec sa vraie mise en page sur Geekzone. Pensez à vos rétines.

Yahoo Finance reported that Nvidia is in talks with South Korean AI chip startup Rebellions about a potential deal, with no terms disclosed. Nvidia, led by CEO Jensen Huang, seeks to extend its platform reach as startups look for distribution, software compatibility, and market access. A partnership could take the form of a minority investment, joint development, or distribution, with developer tooling and CUDA integration central to adoption. Supply considerations and local support in South Korea could influence delivery timelines and procurement. Competitive pressure from AMD, Intel, cloud providers' custom silicon, and local players like FuriosaAI provides context. Regulatory reviews, shaped by precedents such as Mellanox's approval and Arm's failed sale, may affect scope and timing. Founders should prepare for heterogeneous AI fleets, multi-chip support, and co-selling requirements in enterprise sales.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In Europe, Science Corporation has commercially launched PRIMA, a retinal implant designed to restore central vision in people with geographic atrophy (GA). The treatment has been shown in clinical trials to restore functional central vision in people with GA who until now had no way to get lost central vision back. While PRIMA is available in Europe, it is still going through FDA approvals in the U.S. Geographic atrophy is an advanced form of age-related macular degeneration (AMD) that leads to progressive vision loss. AMD is the most common cause of blindness in individuals over the age of 55 in developed countries.

As AI shifts from training to inference and call-and-response chatbots give way to autonomous agents, AMD's Brayden Mahdavi explains why...

It's the dog days of summer, and the options market is feeling the heat — or lack thereof. On this episode of The Hot Options Report, we break down an unusually quiet day on the options tape as chip stocks come under pressure. NVIDIA (NVDA), AMD, Micron (MU), and Intel (INTC) all move lower, but options traders are already positioning for potential rebounds. We also dig into the latest options activity in Apple (AAPL), Tesla (TSLA), Amazon (AMZN), Meta (META), Microsoft (MSFT), and SpaceX, including short-dated calls and puts attracting attention across the market. Plus, we take a quick trip through the crypto markets to see what's moving in Zcash, Aave, Toncoin and more. Go to TheHotOptionsReport to run your own options reports.

Two hours. One subject. Every documented corruption and abuse of power question about the Trump administration, in order, with the receipts attached and the counterargument stated out loud every single time. John Yoo wrote the torture memos. He is, by a wide margin, the most expansive thinker on presidential power in modern American life. And he looked at a US military strike that killed two unarmed men clinging to wreckage and wrote that it was, quote, simply murder. That is where this episode starts. Here is the thread running through all of it, and it is not the one you are expecting: most of what I cover here is legal. The president is exempt from the conflict of interest law that binds nearly every other federal employee. Blind trusts are a tradition, not a requirement. The pardon power has almost no limits. So the question is not only did he break the law. It is whether any president should be able to do this at all. Enrichment and entrenchment. Using the office to make money, and using it to remove the things that could stop you. Both count. I keep them separate. This is a special edition, and it is only the tip of the iceberg. CHAPTERS 00:00 Cold open 04:40 John Yoo wrote the torture memos 06:05 Why this episode, and what corruption actually means here 11:15 The 927 page disclosure and the 2.2 billion dollar year 13:31 World Liberty Financial and 187 million dollars from Abu Dhabi 17:16 The memecoin, and who lost money on it 19:32 Justin Sun and the SEC case that disappeared 21:45 Nvidia, AMD, and the 15 percent chip fee 23:16 The 400 million dollar ballroom and its anonymous donors 27:01 The enforcement that quietly went away 29:16 Suing the IRS for 10 billion dollars 33:00 The judge who threw the whole thing out 34:32 Blanche confirmed 50 to 49 36:01 The 230 million dollars he asked taxpayers to pay him 37:32 Firing Pam Bondi 39:02 Comey, Letitia James, and a prosecutor who had never tried a case 47:16 1,800 pardons 48:00 January 6th clemency 51:01 Pardoning the 2020 election lawyers 52:32 Binance, crypto, and a very convenient pardon 54:03 The 2 billion dollars owed to victims that vanished 57:01 The honest comparison to Clinton, Biden and Obama 1:00:00 Seventeen inspectors general fired in one night 1:03:46 Closing every channel a whistleblower could use 1:05:17 Firing the person who reports the jobs numbers 1:08:15 The law firms: he lost four for four and it worked anyway 1:12:46 Columbia, Brown, and Harvard 1:15:00 Paramount, CBS, and the merger approval 1:17:18 Subpoenas served on reporters and their families 1:22:30 Trump v. Slaughter and the Election Assistance Commission 1:24:01 Dismantling election security 1:26:16 The mail ballot order now at the Supreme Court 1:28:31 Georgia said no, and why that belongs here 1:30:45 The boat strikes 1:33:01 Venezuela, Greenland, Iran 1:37:31 The steel man: the best case against everything I just said 1:45:46 What I left out, and why that matters 1:49:30 Closing LINKS Podcast website: https://www.purplepoliticalbreakdown.com ALIVE Podcast Network: https://alivepodcastnetwork.com/ Substack: https://open.substack.com/pub/purplepoliticalbreakdown All links: https://linktr.ee/purplepoliticalbreakdown Join the Discord: https://discord.gg/ptPAsZtHC9 THIS WEEK'S RESOURCES Equal Vote Coalition and STAR Voting: voting methods that make every vote count equally, with no wasted votes and no strategic voting. https://www.equal.vote/star Future is Now Coalition: a grassroots movement working to restore democracy through transparency, accountability and technology. https://futureis.org/ Independent Center: resources for independent political thinking and civic engagement. https://www.independentcenter.org/ r/policysolutions: a community for political solutions rather than political noise. https://www.reddit.com/r/policysolutions/ Political Solutions Without Political Bias.

Hey Geeks, this week's discussion is about a few things. The Blizzard scandal that was never a scandal. We don't recommend The End of Oak Street. We do recommendation some creators on YouTube though. AMD released their latest GPUs and one of them shouldn't exist. Insomniac is getting flack for some new Wolverine gameplay that was shown. And have any of you wanted to play Destiny 1 on PC but couldn't because they refused to port it and jumped everyone directly to Destiny 2? Well you may finally get your chance but not because of Bungie.

In this episode of New Retina Radio, host Barry Kuppermann, MD, PhD, sits down with Bob Jahr, CEO of Outlook Therapeutics, to discuss the FDA approval of LYTENAVA™ (bevacizumab-vikg), the only FDA-approved ophthalmic bevacizumab formulation for nAMD.1,2 They explore the regulatory journey over the course of more than 8 years,3 the rigorous FDA review process,4 manufacturing and product quality, commercialization plans, payer considerations, and future development. Please see the Important Safety Information and full US Prescribing Information for LYTENAVA. Intended for a US audience only. Sponsored by Outlook Therapeutics References 1. Harp MD. FDA approves Outlook Therapeutics' LYTENAVA for the treatment of wet AMD. Ophthalmology Times. Published July 24, 2026. Accessed July 28, 2026. https://www.ophthalmologytimes.com/view/fda-approves-outlook-therapeutics-lytenava-for-the-treatment-of-wet-amd 2. LYTENAVA™ (bevacizumab-vikg) prescribing information. Outlook Therapeutics; 2026. 3. Outlook Therapeutics. Oncobiologics changes name to Outlook Therapeutics; announces next steps in executing ONS-5010 clinical and regulatory strategy. Published December 3, 2018. Accessed July 24, 2026. https://ir.outlooktherapeutics.com/news-releases/news-release-details/oncobiologics-changes-name-outlook-therapeutics-announces-next 4. US Food and Drug Administration. The FDA's drug review process: ensuring drugs are safe and effective. Updated January 4, 2018. Accessed July 28, 2026. https://www.fda.gov/drugs/information-consumers-and-patients-drugs/fdas-drug-review-process-ensuring-drugs-are-safe-and-effective

Show DescriptionHaving type two fun, email branding with BIMI, accessibility details in icons and favicons, using AI as a coding and maintenance partner, CSS @layer property, design systems, and the economics of fast AI hardware. Listen on WebsiteWatch on YouTubeLinks How and Why to Implement BIMI Selectors - BIMI Group You kinda want an orange favicon. – Chris Coyier Thinking Horizontally in CSS @layer AMD snaps up Toronto chip startup Taalas | Financial Post

Micron and SpaceX bring some heat to an otherwise quiet August options market. On this episode of The Hot Options Report, we break down the most active options trading across the market, including a strong rally in Micron, continued strength in SpaceX, and notable activity in NVIDIA, Tesla, Apple, Amazon, Meta, Microsoft, Intel and AMD. We also look at which calls and puts were attracting traders, where intraday moves gave option buyers opportunities to cash in, and which trades ultimately faded by the closing bell. Plus, we kick things off with a look at the latest names triggering the Golden Cross technical scan. Go to TheHotOptionsReport.com to create your own options reports.

Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and names AMD Inc. (AMD) as a key winner. ======== 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

Panel:RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Celia: https://x.com/CeliaBeee Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity. ======== 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

TMCP #656 hits the road with six interviews packed into one episode. Rob starts at US Car Tool with Ryan Renadette, where the big news is the creation of brand-new reproduction 1968–69 Dodge Charger bodies built from AMD sheet metal. From there, Scotty Stapp takes over from RoadKill Nights 2026 with Mike Finnegan, David Kruk and his yellow Super Bee, Dodge's Sam Barbeau, Jeff Turk from Blackbird Performance Products, and Chuck Sundstrom from Radford Racing School. Along the way, Finnegan talks Roadkill cars and current projects, Dodge discusses the 710-horsepower Durango Hellcat, Blackbird dives into Gen III HEMI performance, and Radford explains everything from defensive driving to drag racing and advanced road-course training. Plus, Rob gives a Dallas Kibbe Racing update and shares the TURBO15 SimpleTire promotion for 15% off a qualifying set of four Lexani, Lionhart, or Rolling Big Power tires. The post TMCP #656: Brand-New '68-'69 Charger Bodies + Mike Finnegan at RoadKill Nights 2026 first appeared on The Muscle Car Place.

What sent the Dow to a new record high? And why did chip stocks stumble despite blockbuster earnings? Plus, who's behind SpaceX's most recent rally? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What sent the Dow to a new record high? And why did chip stocks stumble despite blockbuster earnings? Plus, who's behind SpaceX's most recent rally? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A New Mexico judge ordered Meta to pay $942M over harms to kids, with a trillion-dollar trial next. ByteDance started pretraining a 10T-parameter model, AMD bought Taalas to etch weights into silicon, and OpenAI's 2027 gadget leaked. Links Meta Ordered to Pay $942 Million to Address Harm to Kids From Social Media (The Wall Street Journal) Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5 (Financial Times) AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon with the promise to boost inference performance, for an undisclosed sum (The Register) Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality and will likely cost $300+ (Bloomberg) Longreads Scientists trained AI on genetic sequences to design viruses not found in nature, yielding 16 viable viruses that can infect bacteria but don't threaten humans (The New York Times) David Imel: you could be taking way better photos on your phone (The Verge) Subscribe to the ad-free feed.

Stay informed on current events, visit www.NaturalNews.com  - FDA's Approval of mRNA-Based Flu Shot (0:11) - Mechanism and Risks of mRNA Vaccines (3:56) - Impact on Elderly and Nutritional Deficiencies (7:33) - Historical Context and Ethical Concerns (11:01) - Depopulation Agenda and Genetic Integrity (20:27) - Survival Strategies and DNA Repair (27:06) - Energy Crisis and Water Scarcity (43:19) - Impact of Data Centers on Local Communities (61:34) - Competitive Escalation and Tax Incentives (64:28) - Public Health and Environmental Impact (70:29) - AMD's Impact on AI Performance and Market Potential (71:53) - Proposed AI Server and Legal Considerations (78:00) - Surveillance State and Data Center Expansion (81:33) - Water Consumption by Data Centers (85:28) - Local Community Action Against Data Centers (94:58) - Economic Bubble and Future of Data Centers (100:55) - Human Ingenuity and Decentralized Solutions (107:07) - Promotion of Above Phone and Brighteon AI (107:45) - Introduction to the UNA and Asset Protection (129:34) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Markets whipsawed this week as Trump called off strikes, Iran denied talks, and stocks surged then pulled back on every new headline. Learning to separate signal from noise when geopolitical events drive extreme short-term volatility is one of the most valuable skills a long-term investor can develop.Today's Stocks & Topics: The Walt Disney Company (DIS), Market Wrap, Aya Gold & Silver Inc. (AYA), Airlines, Expedia Group, Inc. (EXPE), Iran Peace Signals and Market Volatility: How to Invest When Headlines Move Markets, Taking Profits, Palo Alto Networks, Inc. (PANW), Advanced Micro Devices, Inc. (AMD), Artificial intelligence (AI) Use.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

A.M. Edition for Aug 5. Michigan awaits the results of a Democratic Senate primary seen as a referendum on the party's identity. We'll get the latest as the vote count continues. Plus, SpaceX shares slide after the company discloses huge AI investments. And struggling private colleges are increasingly tapping restricted donor endowments to cover day-to-day operating expenses, something WSJ's Douglas Belkin reports is in many cases being done without donor knowledge or consent. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is moving fast, and this week we're breaking down the biggest stories every investor needs to know. From Palantir and AMD earnings to Amazon's rebound and the future of AI chip stocks, we explain what's driving the market and where the biggest opportunities could be heading.We also discuss the collapse of Leopold Aschenbrenner's fund, whether Federal Reserve policy or corporate earnings will have the biggest impact over the next 12 months, and which stocks we believe are still flying under the radar. Plus, we debate whether traditional investing rules still apply in today's AI-driven market.Whether you're a long-term investor or an active trader, this episode is packed with market insights, investing strategies, and actionable ideas to help you stay ahead. Be sure to like, subscribe, and share your biggest takeaway in the comments.#MarketMondays #Investing #Stocks #StockMarket #Palantir #AMD #Amazon #ArtificialIntelligenceAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy