Podcasts about amd

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

AMDはゲーマーに支持されるもインテルとの差は埋まらない状況です

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Tony: -Division 1 Definitive edition is not a remake: https://www.ign.com/articles/the-division-definitive-edition-quietly-launches-but-its-not-the-remaster-some-had-hoped-for -Baldur's Gate turning into a show: HBO is turning Baldur's Gate into a TV show -BL4 is not likely on Switch 2: https://www.neonlightsmedia.com/blog/borderlands-4-switch-2-port-paused Jarron:  -GOG working on native Linux support: GOG is already working on native Linux support -Steam Machine may not be out for a bit longer with increased pricing: Valve's Steam Machine has been delayed, and the RAM crisis will impact pricing -Next Gen Xbox coming out next year? AMD hints Microsoft could launch its next-gen Xbox in 2027 -Switch is Nintendo's best-selling console of all time: The Switch is Now Nintendo's Best-Selling Console of All Time -Co-op Horizon game announced https://blog.playstation.com/2026/02/05/announcing-horizon-hunters-gathering-guerrillas-new-co-op-action-game/ -Nintendo Direct https://www.nintendolife.com/guides/nintendo-direct-partner-showcase-february-2026-every-announcement-game-reveal-trailer -This dongle allows you to use PS5 controllers with the Switch 2: GuliKit's tiny USB dongle lets you connect your PS5 controller to your Switch 2 Owen: -No Humans Allowed https://arstechnica.com/ai/2026/02/after-moltbook-ai-agents-can-now-hang-out-in-their-own-space-faring-mmo/

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The Second Act Executive delivers a powerful, strategic recalibration for leaders navigating their second act.This episode, titled The Alpha Frequency, is not about hustle. It is about infrastructure. It is about authority. It is about aligning capital, clarity, and confidence at a stage of life where preservation, positioning, and legacy matter more than applause.Hosted by a former corporate executive turned entrepreneur, philanthropist, investor, licensed real estate professional, author, and mother, this episode unpacks:• The evolution of Wolf Vibrations, LLC — from its early aesthetic wellness roots to the successful expansion of B Wellness Center with Nikki B Wellness• The strategic alignment with Pinnacle Advisement Group, expanding into mortgages, lending, tax structuring, and executive private practice transitions• The 360° Market Mastery Kit featuring Jim Cramer's How to Make Money in Any Market• Deep dives into AMD, Microsoft, Apple, and Palantir — with infrastructure-level analysis for mature investors• The philosophy behind Peter Thiel's Zero to One and why competition is a distraction for legacy builders• High-functioning low self-esteem and financial autonomy for women over 50• A direct acknowledgment of financial abuse dynamics and the importance of asset control• The distinction between emotional courage and financial preparedness• A reminder that Waking Up and Walking Away: A Roadmap to Freedom by Tawnie Wolf exists as a resource for those rebuilding autonomy• The assisted living crisis, elder advocacy, and why presence is a form of protection• The shift from hustle culture to authority culture in your 50s and beyondThis is a structured, strategic conversation about becoming the monopoly of your own life.It is about transitioning from employee to architect.From reactive to intentional.From earning to preserving.From being blessed to being a blessing.The podcast is The Second Act Executive.This episode is The Alpha Frequency.Come hell or high water, the second half of your life belongs to you.

This week on the podcast we go over our reviews of the ASUS ROG Kithara Gaming Headset and the ASRock X870 Taichi Creator Motherboard.  We also discuss if NVIDIA is planning to release a TITAN Blackwell card or something that would sit above the RTX 5090, the RTX 60 series being delayed, a new AMD game bundle, the Steam Machine being delayed, and so much more!

In this episode of The 20/20 Podcast, Dr. Harbir Sian sits down with MaryAnn Klassen, a long-time leader in the eye care industry whose career has closely mirrored — and influenced — some of optometry's most significant clinical shifts over the past four decades.MaryAnn takes listeners through her journey from the early days of contact lenses, when extended-wear lenses first disrupted traditional practice models, to the evolution of AMD management, and ultimately to today's rapidly expanding understanding of dry eye disease. Having worked with major industry players such as CIBA Vision, Novartis Ophthalmics, and Bausch + Lomb, she offers a rare, behind-the-scenes perspective on how optometrists adapt to change — and what it takes for new ideas to gain traction in a profession that values evidence and patient safety above all else.The conversation then turns to MaryAnn's entrepreneurial leap: the creation of the Meivertor, a patented medical device designed to make upper eyelid eversion easier, safer, and more efficient. Sparked by a real clinical frustration she experienced firsthand, MaryAnn shares how the idea moved from a simple observation to a globally patented product now used in practices around the world. She walks through the realities of device development, including prototyping, patenting, workflow challenges, and the often-overlooked importance of technician confidence and training.Beyond the device itself, this episode explores bigger themes — innovation in optometry, behavior change in clinics, empowerment of staff, and the mindset required to build something meaningful while still working full-time. It's a candid, insightful conversation that blends clinical relevance with business wisdom and personal reflection.Key TakeawaysOptometry evolves when evidence supports change — history proves it repeatedlyThe upper eyelid contains critical diagnostic information that is often overlookedSmall workflow improvements can create outsized clinical and efficiency gainsEmpowering technicians improves diagnostics, confidence, and job satisfactionSuccessful innovation requires persistence, clarity, and hard work — not luckMemorable Quotes“Optometry continually has to evolve — and it does when the evidence supports the shift.”“There has to be a single-handed solution to this problem.”“The upper lids matter.”“If you give optometrists a legitimate reason and support it clinically, they will adopt it.”“I don't believe in luck. Your goal affects your behavior — it's all hard work.”Learn MoreMeivertor: https://meivertor.comConnect with MaryAnn Klassen on social channels and via email: maryann@meivertor.comLove the show? Subscribe, rate, review & share! http://www.aboutmyeyes.com/podcast/

Charles Schwab's Joe Mazzola is back on the Watch List to talk about the firm's STAX report for January. He notes a "buy the dip" mentality that persisted in Big Tech, with investors scooping up shares in Microsoft (MSFT) post-earnings. Nvidia (NVDA), Tesla (TSLA), and Netflix (NFLX) were among other top buys. Joe does note a theme of "selling into strength" for January with top sells including AMD Inc. (AMD), Boeing (BA), and Costco (COST). ======== 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

This week: Everything announced at last week's Nintendo Direct Partner Showcase, Switch finally surpasses the Nintendo DS to become Nintendo's best-selling console, Valve updates hardware launch timing due to component pricing, and AMD suggests the next-gen Xbox will arrive in 2027. Also: poor game-playing conditions, comparing ourselves to game characters, healthy food, odd gaming habits, angry gaming, favourite ice levels in games, and more! Games Discussed: Pragmata, Baby Steps, Battlefield 6, Donkey Kong Country, Arc Raiders. SUPPORT Patreon CONTACT Website Discord Bluesky Threads Instagram Facebook FOLLOW TCGS on Bluesky David on Bluesky Sean on Bluesky Mat on Bluesky James on Bluesky WATCH Twitch YouTube LISTEN Spotify Apple Podcasts Pocket Casts CREDITS Music by Nick Parton Art by Dave Chong

This week on Market Mondays, we break down what really matters in the markets right now. From the investing fact and trading tip of the week to the Bitcoin selloff and potential recovery, we cover how to navigate volatility and position yourself with clarity. We also dive into whether the recent Nasdaq drop is behind us and what smart re-entry could look like.The conversation continues with practical ideas for investors looking for opportunity: the best stocks under $20, how to think about top long-term core holdings, and whether Microsoft under $400 presents a real buying opportunity. We also analyze AMD's recent pullback, Robinhood's connection to Bitcoin, and whether Micron has room for a short-term move.To close it out, we shift from markets to entrepreneurship with the inspiring business story behind Harlem Chocolate Factory — a real example of brand, culture, and execution coming together.Invest Fest Tickets: investfest.comRed Panda: Ianinvest.com EYL University: https://eyluniversity.com/#MarketMondays #Investing #StockMarket #Bitcoin #Crypto #Nasdaq #Microsoft #AMD #Micron #Robinhood #StocksUnder20 #LongTermInvesting #WealthBuilding #Entrepreneurship #BusinessStory #HarlemChocolateFactorySupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Join XNC Podcast with Hosts @colteastwood & @Middleagegamegy to discuss AMD has REVEALED Xbox's Plans! Xbox Handheld - Starfield 2.0 | State of Play Xbox News Cast 239Join the channel to early access: https://www.youtube.com/channel/UCyGYHo1qVIeGq3ZLnSDaEcg/joinMerchandise: https://teespring.com/stores/colteastwood-merchFollow: https://twitter.com/ColteastwoodAdd me on Xbox Live: ColteastwoodPatreon: https://www.patreon.com/colteastwoodTopics Covered on the Colteastwood Channel:Microsoft Sony Xbox One Xbox One X Xbox Two Xbox Scarlett Xbox Project Scarlett Xbox 2 Next Generation Consoles Playstation PS4 PS5 Playstation 5 Exclusive Games Console Exclusives xCloud Project xCloud Xbox Game Pass Xbox Game Pass Ultimate Xbox games Playstation Games Xbox Lockhart Xbox Anaconda Danta Xbox Consoles Game Streaming Cloud Streaming Zen 2 Zen 2+ Navi GPU SSD Next Gen Consoles Xbox One S Xbox Live Xbox Live Gold Xbox Rewards Microsoft Rewards E3 E3 2019 E3 2020 X019 Xbox Leaks Rumor News Gears Halo Fable IV Forza Horizon Motorsports Halo Infinite Playstation Now PSNow Phil Spencer Xbox Game Studios Exclusives PS Now PSNow Xbox Series X Xbox Series S Playstation 5 PS5

The Six Five Pod is back with Episode 291. Daniel Newman and Patrick Moorhead are fresh off trips to Davos and Abu Dhabi, where they've explored the full AI stack up close (models, infrastructure, healthcare/genomics). This episode dives into what really matters right now in the markets and tech. From Microsoft's Maia 200 inference push, to NVIDIA's $2B CoreWeave bet, OpenAI's Codex closing the coding gap, the "SaaSpocalypse" panic, Cisco's AI Summit, and a no-BS debate on whether AI agents are actually enterprise-ready. The handpicked topics for this week are: Inside Abu Dhabi's Full-Stack AI Play: From universities to healthcare to hyperscale infrastructure — Pat shares a firsthand perspective on how the UAE is quietly building an end-to-end AI ecosystem. Optics, Cooling, and the Hidden AI Infrastructure Layer: Why companies like Coherent matter as much as GPUs — and how photonics, co-packaged optics, and rack-level cooling are becoming critical to scaling AI factories. Inference Takes Center Stage: Microsoft's Maia 200 shows real progress — and why hyperscalers are building custom silicon to boost capacity, economics, and control. NVIDIA's $2B CoreWeave Bet Circular finance or strategic genius? We unpack what NVIDIA's latest investment signals about AI factories, cloud capacity, and long-term infrastructure buildout. Codex vs. Claude: The Coding Wars Heat Up: OpenAI closes the gap fast — and developers start hopping between tools as AI coding becomes a moving target. The "SaaSpocalypse" Narrative: Is software really dead? We separate market panic from reality — and explain why SaaS won't disappear, but will never be valued the same again. Cisco's AI Summit Reality Check: From hype to execution: what stood out from Cisco's AI Summit and why networking, security, and enterprise integration matter more than demos. Are AI Agents Enterprise-Ready? The Flip Debates: real-world workflows vs. reliability, governance, and security — where agents work today, and where they still fall short. Big Tech Earnings Whiplash: AWS, Google, Microsoft, Meta, NVIDIA, AMD, Palantir, and Coherent — massive CapEx, cloud acceleration, and what Wall Street is getting wrong about AI ROI.   Be sure to subscribe to The Six Five Pod so you never miss an episode.

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Xbox's marketing beat for 2025 was "The Year Of Obsidian Entertainment." Frankly, it made sense. No matter how you feel about the quality of these games, the fact that this team shipped Avowed, Outer Worlds 2, and Grounded 2 all within a calendar year (while many other teams within the first party fold continue to stumble around) was worthy of all the praise. Well, Obsidian has some thoughts on that marketing tagline. Indeed of it being a rallying cry, Obsidian's own Josh Sawyer defined as a "sign that something went wrong." Both Avowed and Outer Worlds 2 were in development for over six years and the result is that both these games failed to meet financial expectations. What lessons can they learn after shipping so many games? What can they do to cut development costs? What games should they make to meet Xbox's new profit margins? Part of the solution to the team at Obsidian is Avowed 2, but it's anyone's guess what lies beyond that. Thanks to a transparent conversation with Obsidian, the Dukes now dig into the company with this new perspective. Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:06:36 - Reading Recs0:14:58 - Ashes Of Creation is the latest scam in gaming0:28:31 - The suspicious Dispatch censorship situation0:36:02 - Is Nioh finally coming to Xbox?0:45:17 - Tekken Season 3 revealed0:51:03 - Forza Horizon 6 supports cross save0:54:24 - Highguard moves up to Mixed on Steam as it gets 5v5 mode0:57:26 - Ex Bethesda dev talks Morrowind Remaster1:14:06 - The Amazon Fallout countdown ends1:21:29 - Epic Games plans to take on Steam1:26:59 - AI surveys conducted at GDC1:34:33 - Ubisoft says volunteer to get fired or get fired1:39:39 - The Division: Definitive Edition isn't what we expected1:42:10 - Beyond Good & Evil 2 officially has a pulse1:43:58 - RIP Comcept1:48:04 - Cairn passes 200K copies sold1:50:49 - Nintendo sales update1:56:53 - What We're Playing2:22:05 - The Year Of Obsidian isn't quite what we made it out to be2:55:22 - AMD hints at next gen launch plans3:04:39 - Xbox is the least desired console to develop for Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shownotes - https://billfairchild.notion.site/NNP-134-2fb2150ee84f8074ae68d9e210c897e6https://www.youtube.com/fanthedeckhttps://www.youtube.com/retrogamecorpshttps://www.youtube.com/thephawxhttps://www.youtube.com/nerdnestMain Topics Covered:Estimating the time to beat our Steam libraries (with surprising numbers from Russ, Rich, and Cary)The recent delays and pricing predictions for Valve's Steam Machine and Steam FramePotential release timelines and the importance of timing for hardware in a competitive marketRumors and implications of AMD's GPU pricing strategies amid supply shortagesEpic Games Store's new overhaul and potential integration with next-gen consolesThe Nintendo Partner Showcase: new game announcements including "Orbitals" and "Indiana Jones"Sony's PS5 sales performance and digital sales insightsThe upcoming release of GTA VI and industry expectationsThe future of game libraries, backward compatibility, and digital ownership

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

►Patreon: http://www.patreon.com/McFixer  In this episode of 'My Xbox and Me', we discuss Take Two's assurances that GTA6 WILL be released this year! We also discuss the 'dissapointing sales' of Avowed and Outer Worlds 2 and another week of Ubisoft cancellations ►Please Subscribe www.youtube.com/myxboxandme  ► BRAND NEW MXAM DISCORD - https://discord.gg/aQDSbAy8QH   ► Twitter: @MCFixer @Kreshnikplays @MattPVideo @PaulDespawn  ► Twitch: https://www.twitch.tv/McFixer   ► Twitch: https://www.twitch.tv/Kreshnik  ► Twitch: https://www.twitch.tv/PaulDespawn  Timecodes: 00:00 Intro  03:58 GTA 6 Will Release in 2026  09:49 Whats been in our Box? (Red Dead Redmption 2 RP, Farcry 3, Farcry Primal, Highguard, Deadlock, Arknights Endfield, World of Warcraft) 52:05 Outer Wolrds 2 and Avowed failed to meet sales epectations  01:02:19 Next Gen Xbox on track for 2027 according to AMD  01:05:08 Assassins Creed Coop game cancelled 01:09:08 Guess that Game 01:16 Fixers Sack

Recorded February 4, 2026. We also cover the upcoming Steam Machine, sad GPU trends, and the arc of the Arc B770. We've got our review of the Thrustmaster T248R and rapidly dive into AMD's glorious financial success, plus a splash of ARM's Q3 results.  Surprise!  There are discussions on memory prices, Nvidia's RTX 50 series supply, and the weeks "best" security breaches.Powered by Clippy.Timestamps:0:00 Intro00:25 Patreon01:16 Food with Josh02:36 AMD Financials08:43 Arm Financials11:45 AMD says Steam Machine still on track for early 2026 (until it isn't)13:30 New memory price outlook has DDR5 doubling again in Q114:48 Low VRAM GPUs reportedly 75 percent of NVIDIA Q1 supply16:45 AMD also in the lower VRAM game19:45 Intel Arc B770 is supposedly canceled22:17 Spinning rust lives on25:33 Qualcomm loses chief CPU architect27:09 PCPer (possibly) influences Microsoft to backpedal on AI features!31:31 5GbE is getting more affordable33:44 (In)Security Corner43:32 Gaming Quick Hits47:56 Josh reviews the Thrustmaster T248R55:45 Picks of the Week1:07:56 Outro ★ Support this podcast on Patreon ★

David Giroux, CIO of T. Rowe Price and manager of the Capital Appreciation strategy, joins Excess Returns for a wide ranging discussion on market valuation, AI investing, Mag 6 dynamics, utilities, healthcare, fixed income, and how to think independently in volatile markets. David shares his framework for exploiting structural market inefficiencies, why market drawdowns can create opportunity, how he evaluates the S&P 500 at the micro level, and what investors are getting wrong about AI, profit margins, and the current cycle.Main topics covered in this episode• Exploiting structural market inefficiencies in GARP stocks, high yield, and double B credit• Why market drawdowns often lower forward risk and increase expected returns• Strategic equity allocation during periods of fear and volatility• Rethinking S&P 500 valuation through 500 company bottom up analysis• The changing composition of the index and its impact on profit margins• Where the most overvalued and undervalued areas of the market may be today• AI investing framework including Nvidia, AMD, cloud providers, and software risk• How AI could reshape margins, labor productivity, and enterprise software• Differences between today and the dotcom bubble• Overweight positioning in utilities and healthcare and the thesis behind each• Fixed income positioning including the belly of the Treasury curve and fiscal risk• Commodities, gold, and fiscal sustainability• Lessons for portfolio managers on independent thinking and making high conviction betsTimestamps00:00 Market drawdowns and forward returns02:09 Exploiting structural market inefficiencies06:28 Strategic equity allocation during selloffs11:22 Is the market expensive and how to value the S&P 50015:00 Profit margins and index composition17:13 Where valuation excess exists outside the Mag 620:38 How to think about AI and enterprise adoption27:18 AI disruption risk across sectors39:20 AI versus the dotcom bubble42:30 Apple versus Meta and capital allocation46:53 Overweight utilities and healthcare52:57 Fixed income opportunities and risks57:32 Commodities, gold, and fiscal concerns01:00:15 Lessons for new portfolio managers

This week's podcast opens with a market update as we break down earnings from the tech giants and what those results signal about growth expectations in the months ahead. We'll also discuss Wall Street's response to President Trump's nomination of Kevin Warsh as the next Fed Chair, and what the debate means for interest rates, inflation, and the future direction of monetary policy. Plus, we take a closer look at Friday's sharp selloff in gold and silver, separating short-term headline reactions from longer-term portfolio considerations.Insurance is designed to provide protection—but over time, it can quietly become a drag on your financial plan. In this conversation, we examine extended warranties and common coverage decisions, how to evaluate which risks truly need to be insured, and when self-insuring may make more sense. We'll also walk through the different types of insurance and what coverage is essential for long-term peace of mind.We'll then turn to Elon Musk's latest move to reshape his business empire, combining SpaceX with artificial intelligence startup xAI as the new entity positions itself for what could be one of the largest IPOs in history. We'll discuss what a vertically integrated AI, aerospace, and satellite internet company could mean for investors, how the merger changes the risk profile of both businesses, and why regulatory scrutiny may become an increasingly important part of the story. As always, we'll separate the headline excitement from the underlying fundamentals as AI spending and capital requirements continue to rise.And finally, the Big Game isn't just about football—it's shaping up to be one of the largest betting events of the year. We'll talk about how sportsbooks are pricing the Seahawks vs. Patriots matchup, where public and professional money are landing, and the types of bets drawing the most attention heading into the weekend.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 7, 2026  |  Season 40, Episode 6Timestamps and Chapters6:11: Profit Reports, Policy Shifts, and a Metal Meltdown26:03: The Price of Protection and Peace of Mind52:40: Rockets, Orbital Data Centers, and a Trillion-Dollar Bet59:57: Big Game BetsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

On this episode of The GAP Luke Lawrie and Joab Gilroy talk about the new movie based on a video game, Iron Lung. The Games they've been playing this week include Highguard, YAPYAP, Absolum, Deadlock, Monster Train 2, Nullpoint Protocol, Dead by Daylight, Red Dead Redemption 2, and Arken Age. Over in the news Take-Two provides an update on GTA VI and shuts down digital-only rumours, AMD teases next-gen Xbox hardware, Valve shares an update on new Steam hardware, and Overwatch 2 rebrands back to Overwatch. This episode goes for 2 hours, it also contains coarse language. Timestamps – 00:00:00 – Start 00:04:03 – Iron Lung 00:12:06 – Arken Age 00:19:57 – Red Dead Redemption 2 00:25:58 – Dead by Daylight 00:31:52 – Nullpoint Protocol 00:37:23 – Monster Train 2 00:52:24 – Deadlock 01:10:21 – Absolum 01:15:41 – YAPYAP 01:22:21 – Highguard 01:37:02 – News 01:45:23 – Questions 01:53:52 – Weekly Plugs 01:56:55 – End of Show Subscribe in a reader iTunes / Spotify

Veerender makes his triumphant return to the show as the team discusses AMD revealing the next Xbox's launch timing, the Nintendo Partner Direct news, and getting some great hands on with Dosa Divas! Video games! Subscribe and rate us via iTunes Subscribe on: Amazon Podcasts, Spotify, iHeartRadio, Pandora DISCORD LINK Watch us on TWITCH! RSS feed: http://sidequesting.podbean.com/feed Hosts: Dali, J.J., Zach, Taylor, Sam, Tom, Jonny, Tyler With Special Guest: Veerender Singh Jubbal SIDEQUESTING PATREON EXECUTIVES: Punkdefied SIDEQUESTING PATREON PRODUCERS: Tess Eller, Zero the Prototype, Exageneus, Jeff Grubb Topics: AMD says the next Xbox is coming 2027 The Steam Machine is getting a delay Nintendo has a partner Direct What We're Enjoying: Dosa Divas (preview) Morsels Duel Masters Suika Game Planet Review & Preview products supplied by publishers SnackQuesting: Coffee Music Intro: Zero The Prototype – Powerr Music Outro: N.I.M. – Choice Comments? Questions? Email us at: sidequesting @ gmail.com Image courtesy: Capcom

After a down week, the Dow set a new all-time high of 50,000!  We review the market areas working best right now, some will surprise you!  We also review what highly respected Wall Street Advisor Nancy Tengler was buying on the pullbacks last week and review her "Top 6 for 26", her biggest stock convictions for the year.  

In this Breaking Analysis we squint through the statements made by company managements on this week's earnings calls, including what we see as some assumptions that conflict with our scenario for how the AI buildout will evolve. In particular, while operators are understandably focused on Nvidia's gross margins, we believe observers are underestimating the cost advantages that Nvidia will have relative to GPU alternatives, including those from AMD, Intel and hyperscalers. 

This week we talk about AMD's CEO hinting at a new Xbox in 2027, 9th gen console sales numbers are revealing, Ashes Of Creation shut down in the worst way, Baldur's Gate is getting a show and much more. Click this link for my socials, all of my other content and ways to support: https://linktr.ee/baundiesel 00:00:00 Intro00:01:27 New Xbox In 202700:15:25 9th Gen Console Sales00:23:56 Ashes Of Creation Disaster00:26:16 Wolfenstein 300:29:42 Baldur's Gate Show00:38:21 Obsidian Founder Interview00:49:26 Resident Evil 9 Trailer00:53:52 Sony Loves AI00:57:16 Open World Mass Effect 501:01:16 Steam Machine Is Dead01:04:03 Overwatch Reboot01:05:23 Crimson Desert Isn't Real01:08:55 Apex Legends Leaves Switch01:12:41 Final Fantasy 7 Part 301:13:55 Planet Of Lana 2 Nears01:15:31 Fallout Season 2 Thoughts01:17:09 Content Updates01:18:13 Outro

This week on The Nerd Chat:-Xbox Q2 2026 earnings are down-AMD says the next Xbox is still on track for 2027-PlayStation announces Horizon Fortnite-Nintendo Direct February 2026 reactions-Games coming to Game Pass in February 2026Plus what we've been playing and the best food we had this week.0:00 Hello and welcome to the show6:45 Xbox Q2 2026 earnings are down19:30 AMD says next Xbox still on track for 202732:00 PlayStation announces Horizon Fortnite42:15 Nintendo Direct February 202650:20 Coming to Game Pass February 202656:25 Shoutouts1:01:50 What have we been playing or watching1:20:30 The best food we had this week1:32:45 Closing and end of showGaming. Food. The Good Old Days.Streaming Thursday nights. New episodes posted Fridays. #SeeYouOnlineFollow us everywhere: @TheNerdChatAll links: https://linktr.ee/thenerdchat#Xbox #PlayStation #Nintendo #GamePass #GamingPodcast #SeeYouOnline

Tonight's topics:- Sony financials- Nintendo financials- AMD says next Xbox due in 2027- Obsidian RPGs didn't sell well- GTA6 marketing kicks off this summer- Steam Machine delayed- Ubisoft Ls- Horizon Hunters Gathering revealedThanks as always to Shawn Daley for our intro and outro music. Follow him on Soundcloud: https://soundcloud.com/shawndaleyWhere to find Throwdown Show:Website: https://audioboom.com/channels/5030659Twitch: https://www.twitch.tv/throwdownshowTwitter: https://twitter.com/ThrowdownShowYouTube: https://www.youtube.com/throwdownshowDiscord: https://discord.gg/fdBXWHT

Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political turmoil hit the pound, while tech stocks continued to unravel — AMD plunged 17%, Qualcomm disappointed, and Alphabet slid after announcing a massive increase in AI spending. Precious metals saw extreme volatility again, with silver crashing 15%, gold slipping, and oil falling after the U.S. and Iran agreed to hold talks. In macro data, German factory orders surged, but Eurozone retail sales fell, raising concerns about consumer demand. In crypto, Bitcoin dropped to $69,000, pushing the market back into Extreme Fear. Bhutan appears to be selling BTC it has mined since 2019, ETH hovered near $2,000, and scrutiny intensified around Trump-linked World Liberty Financial. CME also hinted it may explore issuing its own token.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Follow The Trophy Room Patreon: https://www.patreon.com/pstrophyroom Apple Podcast: https://apple.co/2PglU1a Discord: https://discord.gg/wPNp3kC Twitter: https://twitter.com/PSTrophyRoom ****** This week on Let's Square Up the News, we break down the biggest gaming industry headlines shaping the future of PlayStation, Xbox, and PC gaming. AMD leadership signals that Microsoft's next-gen Xbox is progressing toward a potential 2027 launch window, lining up with the typical console lifecycle as current hardware approaches its seventh year. Meanwhile, Valve's upcoming Steam hardware push is expected to begin shipping new devices powered by AMD chips, expanding the Steam gaming ecosystem. We also dive into Sony's controversial generative AI patent, which proposes personalized gaming news podcasts voiced by PlayStation characters using player data and LLM technology — raising questions about voice actor rights, AI ethics, and the future of gaming media. Plus, we unpack Take-Two's response to rumors about GTA 6 skipping physical release at launch, the latest confidence signals around the game's roadmap, and what it means for collectors and physical media fans. Also in the episode: • Obsidian confirms no plans for The Outer Worlds 3 after the sequel underperformed • Marathon ranked mode leak details and progression system explained • Overwatch drops the “2” and launches new heroes to revive the franchise • Helldivers 2 major update adds vehicles, weapons, and new war content • Stardew Valley 1.7 update adds new romance options • Fallout TV countdown disappointment explained • The Last of Us TV future and God of War casting updates If you care about next-gen consoles, gaming industry trends, PlayStation vs Xbox strategy, and major upcoming releases like GTA 6, this is your weekly gaming news hub.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Timestamps: 0:00 feeeeeeling hot hot hot! 0:15 Adobe Animate discontinued, then not 2:14 Intel hires GPU veteran... 3:52 Moltbook (last time) + Rent-a-human site 7:22 QUICK BITS INTRO 7:33 Copilot in File Explorer 8:08 France raids X offices, Spain social ban 9:11 MORE Ryzen CPUs fried in ASRock mobos 10:07 AMD adopting Intel's 'FRED' 10:54 GitHub's plan to deal with vibe coding slop NEWS SOURCES: https://lmg.gg/C94rA Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility. We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work. From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates. We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset. Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Welcome to Xbox On, a podcast with one host, about one console, Xbox. I am said host, Jesse DeRosa, and on today's episode we'll be talking the latest Xbox news for the week of February 5, 2026 including, is your confidence in the Xbox platform shaking?, AMD hints that the next Xbox console could be coming next year, Outer Worlds 3 probably is not happening, and more! New episodes every Thursday! ______________________________________________________________ Main YouTube Channel: www.youtube.com/channel/UCtW7KhvTGMgYnR6HvsY12Qg ______________________________________________________________ Twitch: www.twitch.tv/lightningmcstream ______________________________________________________________ Time stamps: 00:30 Opening Banter 01:45 New Game Releases 02:48 Updates 05:43 Is Your Xbox Faith Shaking? 22:06 News 46:33 What I've been eating 50:48 What I've been playing 55:50 Listener Comments 1:27:38 Outro (Music by BB Murder Case

Join Mark Longo for a high-octane breakdown of a "mostly blood red" Wednesday in the options market. While the broader indices took a hit, specific names saw explosive options activity following earnings and analyst upgrades. In this episode, we dive into the top 10 most active names on the tape, including: AMD's Post-Earnings Massacre: How the $220 puts turned into a "home run" as the stock plummeted 17%. Apple's Green Island: Breaking down the heavy call volume and Goldman Sachs upgrade that kept the fruit company soaring. MicroStrategy (MSTR) Gambles: With earnings on the horizon, we track the massive bet on $150 calls. Nvidia (NVDA) & Tesla (TSLA): Tracking the heavy volume at the $177.50 and $400 strikes as these heavyweights continue to dominate the Wednesday weekly expirations. We also cover unusual activity in SMCI, Amazon, Micron, Microsoft, and Palantir. Get the Data: Want to see the numbers we're crunching? Visit TheHotOptionsReport.com for unbeatable data at an unbeatable price.

AMD's talks shipments for its components of Valve's Steam Machine's imminent launch and the next Xbox is supposedly being prepared for a 2027 debut. Nintendo gives financial numbers with Switch 2 having sold over 17 million units since launch while the original Switch sells 155 million units. Take-Two apparently will begin GTA 6 marketing this summer. Lastly, an Obsidian interview reveals only Grounded 2 was successful among its three games they released last, closing the door on The Outer Worlds getting a third game. #amd #valve #xbox #nintendo #switch #gta6 #obsidian #allyoucangeek #aycg #podcast

Dylan Patel (SemiAnalysis) joins Matt Turck for a deep dive into the AI chip wars — why NVIDIA is shifting from a “one chip can do it all” worldview to a portfolio strategy, how inference is getting specialized, and what that means for CUDA, AMD, and the next wave of specialized silicon startups.Then we take the fun tangents: why China is effectively “semiconductor pilled,” how provinces push domestic chips, what Huawei means as a long-term threat vector, and why so much “AI is killing the grid / AI is drinking all the water” discourse misses the point.We also tackle the big macro question: capex bubble or inevitable buildout? Dylan's view is that the entire answer hinges on one variable—continued model progress—and we unpack the second-order effects across data centers, power, and the circular-looking financings (CoreWeave/Oracle/backstops).Dylan PatelLinkedIn - https://www.linkedin.com/in/dylanpatelsa/X/Twitter - https://x.com/dylan522pSemiAnalysisWebsite - https://semianalysis.comX/Twitter - https://x.com/SemiAnalysis_Matt Turck (Managing Director)Blog - https://mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFirstMarkWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCap(00:00) - Intro(01:16) - Nvidia acquires Groq: A pivot to specialization(07:09) - Why AI models might need "wide" compute, not just fast(10:06) - Is the CUDA moat dead? (Open source vs. Nvidia)(17:49) - The startup landscape: Etched, Cerebras, and 1% odds(22:51) - Geopolitics: China's "semiconductor-pilled" culture(35:46) - Huawei's vertical integration is terrifying(39:28) - The $100B AI revenue reality check(41:12) - US Onshoring: Why total self-sufficiency is a fantasy(44:55) - Can the US actually build fabs? (The delay problem)(48:33) - The CapEx Bubble: Is $500B spending irrational?(54:53) - Energy Crisis: Why gas turbines will power AI, not nuclear(57:06) - The "AI uses all the water" myth (Hamburger comparison)(1:03:40) - Circular Debt? Debunking the Nvidia-CoreWeave risk(1:07:24) - Claude Code & the software singularity(1:10:23) - The death of the Junior Analyst role(1:11:14) - Model predictions: Opus 4.5 and the RL gap(1:14:37) - San Francisco Lore: Roommates (Dwarkesh Patel & Sholto Douglas)

From Disney's new CEO to Googles game "maker". GTA 6 is locked in, and so is the final Fast and Furious. But what does it mean for you? Meanwhile Overwatch is shedding its 2, and going old school.

Microsoft is burning through billions on AI, but Wall Street is finally demanding to see where the payoff is. The earnings announcement triggered a $357 billion valuation wipe-out, the largest in Microsoft's history and the second-largest in history overall (Nvidia managed to lose $593 billion in value in the wake of DeepSeek in early 2025).Windows Windows 11 has over one billion users - and, surprise, it got their faster than Windows 10 without any of the shenanigans Microsoft to address the quality issues in Windows 11 in 2026 There is already evidence that Microsoft is trying to make Windows 11 suck less: Recent OneDrive changes that address a key ensh*ttification, and let's not forget all those security advances What did Microsoft really promise? Not much Microsoft has new EVPs for Security and Quality Microsoft belatedly delivered the January Week D update last Thursday, a preview of this month's Patch Tuesday Dev and Beta builds both deliver Mark Russinovich's sysmon tool Microsoft earnings deep dive Microsoft reported a net income of $38.5 billion on revenues of $81.3 billion in the quarter ending December 31. Those figures represent gains of 60 percent and 17 percent, respectively, year-over-year Earnings analysis: All eyes are on AI and no one is happy Microsoft spent $37.5 billion on AI infrastructure (capex) in the quarter, up 66 percent YOY, and it's on track to spend $150+ billion in the fiscal year Every single question was about this and how it will ever recoup the costs There are now 15 million paid Microsoft 365 Copilot seats out of 450+ million Microsoft 365 seats OpenAI is Microsoft's biggest Azure customer, but it's unclear if there is any real money there because of accounting tricks Windows, Edge, and Bing all "gained share," PC maker revenues were up just 1 percent, the Windows 10 upgrade cycle was mostly a bust (it's likely that most of it was tied to RAM pricing fears, too) Xbox fell off a cliff with content and services revenues down 5 percent in a holiday quarter somehow and Xbox hardware revenue declined an astonishing 32 percent YOY Standalone Office 2025 suite was a surprise hit, Hood is curious if that continues Microsoft 365 "cost of business" up 10 percent YOY because of AI costs AMD revenues up 34 percent to $10.3 billion Apple delivers record revenues of $143.8 billion; iPhone made more revenues by itself than all of Microsoft AI Microsoft is going to basically make an app store for content makers who wish to be paid for use by AI Anthropic advertises that Claude will be advertising-free, unlike ChatGPT The next Firefox will include the promised AI kill switch and Vivaldi "extends the middle fingerˮ to AI Xbox and games AMD reveals next Xbox console in 2027 We're getting a solid collection of Xbox Game Pass titles for the beginning of February Battlefield 6 was the best-selling shooter of 2025 and EA made $1.9 billion in Q4 Epic Games has big plans for its PC launcher/store Nintendo has now sold 17 million Switch 2s as OG Switch hits 155 million units Tips and picks Tip of the week: Make OneDrive Folder Backup work for you App pick of the week: Bitwarden (TWiT sponsor) RunAs Radio this week: Getting Started using Purview with Erica Toelle Brown liquor pick of the week: Glendronach Ode to These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/969 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsor: zscaler.com/security

Click this link https://www.boot.dev?promo=KINDAFUNNY and use my code KINDAFUNNY to get 25% off your first payment for boot.dev. Thank you Boot.Dev for Sponsoring! GTA 6 marketing will kick off this summer, AMD hints 2027 for a next-gen Xbox, and a Nintendo Direct has been announced for tomorrow. Also, Overwatch Is SO Back! Thank you for the support! Run of Show - - Start - GTA 6 Marketing Will Kick Off This Summer, as Take-Two Confidently Reaffirms November Release Date - Take-Two denies GTA 6 will launch without a physical version - Jigglypuff is Warming Up For a Pokémon 30th Anniversary 'Special Video' at The Super Bowl - AMD hints Microsoft could launch its next-gen Xbox in 2027 - BREAKING - Overwatch Drops the 2 - A Nintendo Direct has been announced for tomorrow! - Wee News! - SuperChats & You‘re Wrong Learn more about your ad choices. Visit megaphone.fm/adchoices

Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today's key macro and market headlines — from Claude's AI plugin rattling software firms to AMD's 9% plunge and a weak U.S. jobs print. Gold hits $5,000, geopolitics flares up, and inflation cools in Europe. Meanwhile, crypto remains weak with 44% of Bitcoin supply now underwater. Plus: Pro Members — don't miss Jamie Coutts' AMA and his upcoming interview with Charles Edwards on the quantum threat. Free Members — tune in to Kris and Bijan on Trading the Markets.

Chip stocks, including AMD, saw a broad selloff. Plus: Eli Lilly shares jump on the strength of its GLP-1 drugs. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Another day of early software stock declines:Carl Quintanilla, Jim Cramer and David Faber broke down the biggest moves - and names Jim thinks are worth buying the dip for. Chips in focus after a wide-ranging interview with Nvidia CEO Jensen Huang on Mad Money overnight - who shot down rumors of strain in their OpenAI partnership - along with AMD earnings... Hear AMD CEO Lisa Su herself breakdown the numbers and where she sees growth ahead.  Plus: the team also discussed how to trade some of the morning's biggest earnings reports - from Chipotle to Eli Lilly to Uber.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AMD shares fall on weaker than expected guidance. One of wall street's top chip analysts, Bernstein's Stacy Rasgon, helps lay out where the stock could go next. Then Treasury Secretary Scott Bessent testifies on Capitol Hill, taking questions from the House Financial Services Committee. Including a heated back and forth with ranking member Rep. Maxine Waters. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Epic plans to overhaul Games Store, AMD and Uber earnings disappoint, Egypt moves to ban Roblox. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can support the show on Patreon, ThankContinue reading "Anthropic Targets OpenAI, Says Claude Will Stay Free – DTH"

Tech leading today's sell-off, with investors dumping software stocks as the AI revolution threatens the sectors growth model. The names getting hit, and the latest comments from Nvidia CEO Jensen Huang on the company's deal with OpenAI. Plus, AMD and Chipotle report results, Bitcoin's slide continues, and the next move for Novo Nordisk after the stock tanks on a sales warning from the company.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We track some big moves in software stocks – and have an all-star line-up of reporters to tell us which companies are down the most and why this is all happening. Plus, it's a new era for Disney. We hear from Jim Stewart – who wrote the book on that company – about what could be next for the media giant with a new CEO in charge. And, we break down what to watch from Amgen, Chipotle and AMD earnings. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.