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Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%, experienced a cybersecurity incident involving unauthorized access to certain company systems by a sophisticated nation-state threat actor. WHO DO YOU BLAME?The Risk committee: Dreyer, Klein, Montoya, Budnik*Chair Marianne Budnik is deemed to have Cybersecurity experience because she serves as a Chief Marketing Officer in the cybersecurity industryPeter Klein was the CFO at Microsoft for less than 4 years, then was the CFO for WME for 6 months and then has only been a director since 2014.Risk committee member Michael Montoya specifically. F5 revealed that the director mysteriously resigned in the same filing it disclosed the cyberattack, despite having served for only 4 years. According to the proxy, had “extensive experience as an information security executive.” Following his resignation from the Board, Mr. Montoya continued his service with the Company and has been appointed as F5's Chief Technology Operations Officer.The entire board, for doing dumb modern day board things: announced that CEO François Locoh-Donou, would assume the additional role of Chair of the Board following the Company's next Annual Meeting of Shareholders 12 days after they announced the cyberattack.Investors. 98% YES average this year: 7 over 99.2%, including Risk Committee Chair Marriane Budnik with 99.6%. Nobody feels like they have to work hard to impress anyoneF5! It's a god damn cybersecurity company!How climate change is fueling Hurricane Melissa's ferocity. WHO DO YOU BLAME?Exxon CEO Darren Woods because he sued his own shareholders last year: Arjuna Capital, LLC and Follow ThisExxon CEO Darren Woods because just yesterday: Exxon sues California over new laws requiring corporate climate disclosuresExxon CEO Darren Woods because gas and oilClimate ChangeOpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil' WHO DO YOU BLAME?The fear-and-spending geniuses behind the original Cold War: Truman, Stalin, ChurchillPeople who historically ignored Eisenhower and his statements on the U.S. military-industrial complex when he explicitly warned that defense contractors and the military could exert undue influence on government policy. Sound familiar?Anyone who empowered the board to not be empowered when they tried to fire Sam Altman for such reasons as:Conflicts over OpenAI's rapid growth and direction, especially the tension between aggressive AI deployment vs. safety oversight.Power dynamics between Altman, key researchers, and board members — some may have felt he had too much unilateral control.The college that let Sam Altman drop outSammy Altman Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boot. WHO DO YOU BLAME?The entire Compensation, Performance Management and Culture CommitteeThese two long-tenured Compensation, Performance Management and Culture Committee membersDiana L. Taylor* 10 other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Peter B. Henry*8 other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)The lowest common denominator effect of bank compensation committees:Wells Fargo CEO Charlie Scharf: ~$30M special equity grant tied to becoming Chair as well as CEO (3 months after meeting)Goldman Sachs: CEO David Solomon & COO John Waldron ~$80M each (retention RSUs vesting in ~5 yrs)KeyCorp: CEO Chris Gorman & four other senior execs: ~$8M for Gorman; ~$17M combined for the five NEOsThe passive ownership (re: management-friendly) of BlackRock, State Street, and Vanguard (combined 22%): without their votes at Goldman then Say on Pay was nearly tied, which might have dissuaded the year of one-off bonuses for banking CEOs??The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO [Sunny Verghese, CEO of food and ag company Olam Group] says. WHO DO YOU BLAME?The world's top 28 richest people (those worth ~$160 B each) together would equal $4.5 trillionThe world's greatest sycophant Tesla chair RobynDenholm: “On the pay package specifically: “It's not about the money for him. If there had been a way of delivering voting rights that didn't necessarily deliver dollars, that would have been an interesting proposition.”Any two of these basically redundant techbro companies' market caps would sufficeNvidia ~$4.2 trillion Microsoft ~$3.8 trillion Apple ~$3.1 trillion Amazon ~$2.4 trillion Alphabet ~$2.2 trillion Meta Platforms ~$1.8 trillion Broadcom ~$1.3 trillion Taiwan Semiconductor Manufacturing Company ~$1.2 trillionBill Ackman. Because he's a douche.MATTTarget is eliminating 1,800 roles as new CEO Michael Fiddelke gets set to take over the struggling retailer - WHO DO YOU BLAME?Current CEO Brian Cornell, who's “stepping down” to the role of Executive Chair - which is basically still CEO, just on the board and doesn't have to talk to employees anymore, so he can eliminate 1800 jobs and then fade away into a multimillion dollar unaccountable board roleFuture CEO Michael Fiddelke, who starts February 1, 2026, but is current COO and was forced to send the memo to employees telling them 8% of the workforce will be cutMonica Lozano, chair of the compensation and human capital management committee of the board, who's also on the BofA and Apple boards and is the most connected board member at a highly connected board - does the chair of the human capital committee have to weigh in on firing?OpenAI - the memo makes zero mention of the fact that part of Target's problem is that it shit on gays and blacks because of a feckless internet toad named Robby Starbuck, but feels very written by AI which would account for phrases like:“Adjusting our structure is one part of the work ahead of us. It will also require new behaviors and sharper priorities that strengthen our retail leadership in style and design and enable faster execution so we can: Lead with merchandising authority; Elevate the guest experience with every interaction; and Accelerate technology to enable our team and delight our guests.”Does anyone know what that word salad actually means? Doesn't it just mean “you're fired because we basically sucked at our jobs”?Hormel recalls 4.9M pounds of chicken possibly 'contaminated with pieces of metal' - WHO DO YOU BLAME?The audit committee, the closest committee responsible for enterprise risk (ie, metal in chicken) - Stephen M. Lacy, William A. Newlands (also lead director), Debbra L. Schoneman, Sally J. Smith (chair), Steven A. White, Michael P. ZechmeisterThe governance committee - James Snee, the now retired CEO who retired somehow in January but the company still hasn't found a permanent replacement 9 months later - so they're being run by Jeff Ettinger, interim CEO? Chair Gary C. Bhojwani, Elsa A. Murano, Ph.D., William A. Newlands (also lead director), Debbra L. Schoneman, Steven A. WhiteThe one black guy on the board - Steve White - who works at Comcast, is somehow qualified to be on Hormel board, and is on BOTH the audit committee AND governance committeeThe conveyor belt that spit pieces of metal as large as 17mm long into “fire braised chicken” sent to hotels and restaurantsCervoMed appoints McKinsey veteran David Quigley to board of directors - WHO DO YOU BLAME? Board is 2 VCs, a longtime biotech CFO, and five MD/PhDs. And among those 8, there are just two woman - the co-founder/wife of the CEO and a VC. And when they did their search, they could only find a longtime professional opinion haver - a consultant from the big three?Nominating committee for lack of imaginationEx or current McKinsey, Bain, and BCG employed directors - the opinion industrial complex - make up a whopping 4% of ALL US DIRECTORSAmong boards with MULTIPLE ex opinion directors: Kohl's is 25% consultantStarbucks is 27% consultantDisney is 30% consultantsWilliams-Sonoma is 38% consultantCBRE is 40% consultant!Nominating committee chair Jane Hollingsworth, for not looking around the room and saying, “hey dudes, can we add, like, maybe, ONE other lady?”Co founders Sylvie Gregoire and John Alam (also CEO) who own 17.3% of voting power - add in Josh Boger, board chair and 12.3% voter, and you basically have the CEO daddy and his buddy Josh with 29.6% of voting controlSylvie and John's bios, which neglect to mention they're married to one anotherWe are all terrified of the future - which headline is worse for your terror? WHO DO YOU BLAME?The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO saysBill Gates Says Climate Change ‘Will Not Lead to Humanity's Demise' - ostensibly because billionaires in bunkers will, in fact, survive on cans of metal-filled Hormel chili.Sorry, Yoda. Mentors are going out of styleMan Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His HouseJennifer Garner's baby food company is going public on the NYSE — should investors be putting their eggs in this basket?Woman Repeatedly Warned by Canadian Exchange Not to Transfer Crypto, Gets Scammed AnywayOpenAI completes restructure, solidifying Microsoft as a major shareholder - MSFT owns 27%, the non profit which controlled the company “for the benefit of humanity” now will only control it for 26% of humanity?Tesla risks losing CEO Musk if $1 trillion pay package isn't approved, board chair says - IF MUSK LEAVES, WHO DO YOU BLAME?Robyn Denholm, board chair, whose job it is to manage Musk, but does it like an overwhelmed permissive mother who parents with chocolate and Teletubbies when the kid has a tantrumKimbal Musk - I was told by a bunch of directors and institutional investors at a conference, no joke, that Kimbal was still on the board (ie, not voted out) to control his brother's ketamine intake and crazy episodes. So if he throws a tantrum and leaves, isn't it bro's fault? This is a binary trade - Musk gets extra pay/control, stock goes up and isn't de-meme'd. Musk doesn't, he leaves and the stock is de-meme'd and drops arguably by 66% or more to be more like a car company with some tech. So do we blame investors, no matter what they do? They meme'd the stock in the first place, he couldn't get a trillion extra dollars if they hadn't pumped up the stock - and now they could vote with humanity (no pay) or meme capitalism (pay)!Techbro middle school conservatism - is this Ben Shapiro and Joe Rogan's fault? A Yale economist paper suggests that Musk's politics cost between 1 and 1.26 million Tesla car sales… Would we even be worried if Musk stayed out of politics? Wouldn't the market have just paid him whatever?Pop quiz: which directors stay on the board if Musk leaves in a tantrum?Jeffrey StraubelKimbal MuskRobyn DenholmJames MurdochKathleen Wilson-ThompsonIra EhrenpreisJack HartungJoe Gebbia
Story of the Week (DR):Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boota one-time equity award (the Award), consisting of Restricted Stock Units (RSUs) with a grant date value of $25 million and 1.055 million Citigroup stock optionsthe Compensation, Performance Management and Culture CommitteeDuncan P. Hennes (Chair)*Peter B. Henry*Other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)Renée J. JamesOther directorships: Oracle Corporation, Sabre Corporation, Vodafone Group Plc, President's National Security Telecommunications Advisory Committee (Member and Prior Chair), and University of Oregon (Trustee)Gary M. Reiner*Diana L. Taylor*Other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Casper W. von KoskullCommittee Meetings in 2024: 15Citi elected CEO Jane Fraser as ChairJohn Dugan, who served as Chair of Citi's Board since 2019, will become Lead Independent DirectorCEO armies MMElon Musk Wants ‘Strong Influence' Over the ‘Robot Army' He's BuildingIn a Tesla earnings call Wednesday, the world's richest man pondered the future of his company's Optimus robots—and his control over them.“If we build this robot army, do I have at least a strong influence over this robot army?” he told investors. “Not control, but a strong influence… I don't feel comfortable building that robot army unless I have a strong influence.”His repeated use of the word “army” certainly stands out, suggesting the robot could eventually be used as a weapon. Is Musk considering having his robots be deployed as soldiers?Elon Musk Threatens to Leave Tesla if Shareholders Don't Approve His Trillion-Dollar Pay Package – Warns, “Which Other Automotive CEO Would You Like to Run Tesla Because It Won't Be Me”Secret Plans Reveal Amazon Plot to Replace 600,000 Workers With Robot ArmyThe ongoing CEO/Trump Oligarchical BromanceTrump pardons convicted Binance founder Changpeng ZhaoZhao, who is widely known as CZ, had pleaded guilty in 2023 to enabling money laundering while CEO of the huge cryptocurrency exchange.Zhao's plea was part of a $4.3 billion settlement Binance reached with the DOJ in 2023.The pardon of Zhao, widely known as CZ, came two months after The Wall Street Journal reported that the Trump family's own crypto venture, which has generated about $4.5 billion since the 2024 election, has been helped by “a partnership with an under-the-radar trading platform quietly administered by Binance.”NBC News, citing a public disclosure filing from Monday, reported that Binance in September had retained the services of the lobbyist Charles McDowell, who is a friend of the president's son, Donald Trump Jr.Trump calls off planned 'surge' of federal forces in San Francisco after talking to Jensen Huang and Marc BenioffHere are the donors contributing to Trump's White House ballroomIn summary: techbros, oil, tobacco, cryptoCorporationsAltria Group, tobacco (donated $1 million to Trump's 2025 inauguration fund)Amazon (donated $1 million to Trump's 2025 inauguration fund)Apple (donated $1 million to Trump's 2025 inauguration fund)Booz Allen HamiltonCaterpillarCoinbase (donated $1 million to Trump's 2025 inauguration fund)In February, the SEC dropped a pending case against the firm.Comcast Corporation (donated $1 million to Trump's 2025 inauguration fund)Google (donated $1 million to Trump's 2025 inauguration fund)$22 million toward the ballroom came from a settlement Trump reached with the Google-owned video site YouTube, ending a lawsuit he brought over the company's 2021 decision to suspend his account in the wake of the Jan. 6, 2021, attack on the U.S. Capitol.Hard Rock InternationalHP Inc.Lockheed MartinIn an emailed statement, the company said it was “grateful for the opportunity to help bring the President's vision to reality and make this addition to the People's House, a powerful symbol of the American ideals we work to defend every day.”Meta Platforms (donated $1 million to Trump's 2025 inauguration fund)In January, Meta agreed to pay $25 million to settle a 2021 lawsuit brought by Trump that alleged the company's suspension of his social media accounts after the Jan. 6, 2021, attack on the U.S. Capitol amounted to an act of censorship.Micron Technology (donated $1 million to Trump's 2025 inauguration fund)MicrosoftNextEra Energy (donated $1 million to Trump's 2025 inauguration fund)Palantir TechnologiesHas won hundreds of millions of dollars in new and expanded business since Trump's second term began, including contracts at the FAA, CDC, and further contracts with the U.S. military.Ripple (donated $4.9 million to Trump's 2025 inauguration fund)In March, the company's CEO announced that the SEC would drop its long-running litigation over whether its cryptocurrency is a security.Reynolds American, tobacco company.T-MobileTether AmericaThe company, which has ties to Commerce Secretary Howard Lutnick, is the issuer of the world's largest stablecoin, a type of cryptocurrency designed to hold a steady value.Union Pacific RailroadIndividualsStefan E. Brodie: an American businessman, convicted felon, and political donor known for co-founding The Bro-Tech Corporation (Purolite Company), a chemical manufacturing firmHarold Hamm: the billionaire oil executive played a key role in helping Trump raise funds from oil industry donors during the 2024 electionBenjamin Leon Jr., the health-care company founder was nominated as U.S. Ambassador to Spain in March.The Lutnick Family: Commerce Secretary Howard Lutnick is a billionaire and former Wall Street executive.Isaac “Ike” Perlmutter: former Marvel NEO who donated over $25 million towards the 2024 Republican campaign.Stephen A. Schwarzman: Blackstone CEO who donated $40 million to Republican organizations for last year's election.Konstantin Sokolov: private equity investor.Kelly Loeffler and Jeff Sprecher: Loeffler is head of the Small Business Administration; Sprecher is CEO/CHair/founder of Intercontinental ExchangePaolo Tiramani: founder of prefabricated homes company BOXABL Cameron Winklevoss and Tyler Winklevoss: co-founders of crypto platform Gemini.Activist investor group that includes Travis Kelce aims to revive struggling Six FlagsTravis Kelce is part of an activist investor group (with JANA Partners and others) that has acquired roughly a 9 % economic interest in Six Flags. The group's stated intention is to engage with Six Flags' management and board to improve performance, guest experience, marketing, etc. In the reporting by Reuters, it explicitly says that “Consumer executive Glenn Murphy and technology executive Dave Habiger … could, along with Kelce, serve as potential board nominees.”Goodliest of the Week (MM/DR):DR: Hundreds of Power Players, From Steve Wozniak to Steve Bannon to Richard Branson, Just Signed a Letter Calling for Prohibition on Development of AI Superintelligence"Nobody developing these AI systems has been asking humanity if this is OK."The letter cites recent polling from FLI, which was cofounded by the Massachusetts Institute of Technology professor Max Tegmark, showing that only five percent of Americans are in favor of the rapid and unregulated development of advanced AI toolsMM: Linda McMahon mixed up AI and A.1. — so of course now the steak sauce is all over itAssholiest of the Week (MM):Robot armies DRSecret Plans Reveal Amazon Plot to Replace 600,000 Workers With Robot ArmyElon Musk defends $1 trillion pay package: ‘I just don't feel comfortable building a robot army here and then being oustedMeta tells some employees their jobs are being replaced by tech: read the memoAWS Outage That Took Down Internet Came After Amazon Fired Tons of Workers in Favor of AIUS firm's Star Wars-style humanoid robot soldier brings sci-fi to battlefield2024: What Is a ‘Clanker'? New Slur for Robots Catches On (it's also from Star Wars)Fake retirementJeff Bezos Says He's the 'Least Retired Person in the World'...And He'll 'Never Retire Because Work Is Too Much Fun'In our data, there are 251 US board chairs that are executives at the company, WERE the CEO, but are NOT the CEO now - that's 251 Jeff Bezos' who get paid like a CEO to work how they want without any accountabilityThey don't give press conferences or earnings callsThey don't answer to the CEO, they answer to themselvesThey control the board without having to answer to it122 of them are NOT family or founder firms - meaning they were just the CEO and they're sticking aroundThat includes Donald Umpleby at CaterpillarAt Schwab, Charles Schwab is a CO-chair with ex-CEO Walter Bettinger II, and the board has a THIRD CEO on it in Richard WursterThe average TSR performance of these people is .477 - below averageIn zero situations is it worth having any of these people on the boardBoysTrump says Jensen Huang and Mark Benioff helped convince him not to send troops to San FranciscoCiti CEO's $25 Million Bonus Is Excessive, Top Bank Analyst Mike Mayo SaysElon Musk got feisty about his $1 trillion pay package in the final minutes of Tesla's earnings callMicrosoft CEO Satya Nadella's annual pay jumps to $96.5 millionPalmer Luckey says he told Anduril investors they can't complain if he takes time off to be on 'Survivor'Elon Musk Accuses Head of NASA of Being “Gay”Bill Ackman calls Trump the 'most pro-business president we've ever had'Integrity for sportsWhile the Trump Administration inserts itself in every crypto venture with no oversight, openly insider trades, and Congress does the same, heaven forbid it happen in sports… Chauncey Billups, others arrested in FBI probe linking NBA to Mafia gambling ringHeadliniest of the WeekDR: Airbnb CEO Brian Chesky has one question he likes to ask every entrepreneur: ‘Why does your company deserve to exist?'MM: SPEED ROUNDTesla recalls over 63,000 Cybertrucks due to the front lights being too brightMosquitoes found in Iceland for first timeCracker Barrel CEO Says Logo Update Wasn't 'Woke' — Just Easier to ReadReading IS woke!McDonald's CEO says he eats at the chain '3 or 4 times a week'Who Won the Week?DR: obviously JaneMM: MosquitosPredictionsDR: In 2070, future MetaSoul (née Facebook/Meta Platforms) CEO August Zuckerberg has one question she likes to ask every non-AI human: ‘Why do you deserve to exist?'MM: McDonald's CEO Chris Kempczinski goes from his reported weight of 158lbs to 220lbs inside a year
Microwave Journal editors Pat Hindle and Del Pierson review the products in the Oct Passive Components and Integrated Assemblies themed issue, interview ADI about converter technology for phased arrays, and review industry news/events. Sponsored by RFMW and Analog Devices.
Peter Delos, Principal Engineer in the Advanced Data Converter Group at Analog Devices, talks with Microwave Journal about data converter technology, clocking and overall system performance related to phased arrays. Sponsored by Analog Devices. Quad Apollo: 16T16R X-Band Platform: https://wiki.analog.com/resources/eva... Quad MxFE: 16T16R S-Band Platform: https://www.analog.com/en/resources/e...
Foundations of Amateur Radio The other day I received an email from Frank K4FMH asking me about an idea I'd worked on some time ago, namely the notion that I might monitor solar flux at home using a software defined radio. At the time I was attempting to get some software running on my PlutoSDR and got nowhere fast. Before I continue, a PlutoSDR, or more formally an ADALM Pluto Active Learning Module by Analog Devices, is both a computer and a software defined radio receiver and transmitter in a cute little blue box. I've talked about this device before. It's an open design, which means that both the software and hardware are documented and available straight from the manufacturer. Out of the box it covers 325 MHz to 3.8 GHz. You can connect to a PlutoSDR using USB or via the network, wireless or Ethernet, though I will mention that neither of those last two is currently working for me, but more on that later. Encouraged by Frank's email, I set out to explore further and came across a 2019 European GNU Radio days workshop, which discussed some of the tools that are available for the PlutoSDR, accompanied by two PDF documents walking you through the experience. One comment around why the PlutoSDR uses networking as one of the connectivity options spoke to me. From a usability perspective, networking makes it easier to access the PlutoSDR from a virtual machine, since most of the time that already has network connectivity, whereas USB often requires drivers. As you might recall, network connectivity is one of the many things that I'm trying to achieve with a project that I'm calling Bald Yak, since by the time we're done, there's not going to be much hair left from all the Yak Shaving. The Bald Yak project aims to create a modular, bidirectional and distributed signal processing and control system that leverages GNU Radio. As a result, I set about trying to actually walk myself through those PDF tutorials .. and got stuck on the first sentence on the first page, which helpfully states: "The necessary prerequisites have been installed on the local lab machine." It went on to supply a link to a page with instructions on how to acquire those very same prerequisites. Two days later, after much trial and error, I can now report that I too have these installed and because I cannot help myself, I made it into a Docker container and published this on my VK6FLAB GitHub page. To put it mildly, there's a few moving parts and plenty of gotchas. As an aside, if you think that installing Docker is harder than installing these tools, I have some news for you .. trust me .. by a long shot .. it's not. Right now I'm working on writing the documentation that accompanies this project such that you can actually use it without needing to bang your head against the desk in frustration. Mind you, the documentation part of this is non-trivial. For reasons I don't yet understand, my Pluto does not want to talk to the network directly over either WiFi or Ethernet, and connecting over USB through a virtual machine inside a Docker container is giving me headaches, so right now I'm connected across the network to a Raspberry Pi that's physically connected to the Pluto. As a result, I can now use the tools inside my Docker container, connected to the Pluto through the Pi and if you're curious, 'iiod' is the tool to make that happen .. more documentation. At this point you might well ask, why bother? This is a fair question. Let me see if I can give you an answer that will satisfy. Monitoring solar flux typically occurs at 2.8 GHz, which is outside the range of RTL-SDR dongles which top out at about 1.7 GHz. For the PlutoSDR however, it's almost perfectly within the standard frequency range. One of the tools that is introduced by the talk is an application called 'iio-scope', which as the name suggests, is an oscilloscope for 'iio' or Industrial I/O devices, of which the PlutoSDR is one. As an aside, the accelerometer in your laptop, the battery voltage, the CPU temperatures, fans, and plenty of others, are all 'iio' devices that you can look at with various tools. So, once I've finished the tutorials, I suspect that I will understand a little better how some of the various parts of the PlutoSDR hang together, and I can set it up to monitor 2.8 GHz. Of course, that's only step one, the next step is to make a Raspberry Pi record the power levels over time, better still, record it on the PlutoSDR itself, and see if we can actually notice any change .. without requiring anything fancy like a special antenna, some massive filters, a special mount and all the other fun and games that no doubt will reveal themselves in good time. It also means that, if I got this right, I have the beginnings of the bits needed to get the PlutoSDR to talk to GNU Radio. Why? Because I can, and because Frank asked, also Yak Shaving. I'm Onno VK6FLAB
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
1014: “The speed is so incredible. I can't tell if I'm getting older and I'm slower, or if just the speed of this technology is so exponentially faster.” As CIO of Analog Devices, Nancy Avila leads digital transformation for a $9.5B semiconductor company at the forefront of AI innovation. In this episode of Technovation with Peter High, Nancy Avila, Chief Information Officer of Analog Devices, shares how she returned from retirement to lead IT, data, and AI strategy at a company powering intelligent edge technologies. Nancy outlines her three-pillar strategy of operational excellence, process optimization, and innovation highlighting the company's shift toward enterprise-wide adoption of agentic AI. She details how AI agents are boosting engineering productivity, improving anomaly detection in manufacturing, and transforming internal knowledge access. Nancy also discusses her approach to transparent decision-making in AI and cloud spend, how CIOs can shape business strategy in technical organizations, and her experience serving on public boards.
Microwave Journal editors Pat Hindle and Del Pierson discuss the September Automotive and Connected Vehicles issue articles, Interview ADI about chiplet technology and review industry news/events. Sponsored by RFMW and Analog Devices.
Dan Green, Senior Technical Director at Analog Devices, talks with Pat Hindle about chiplet technology, how the landscape has changed and where the technology is heading. Sponsored by Analog Devices.
Für den US-Chipkonzern läuft es schon länger nicht rund. Jetzt ging es nochmals mit der Aktie bergab. Rüdiger und Robert analysieren die Gründe.Erwähnte Titel: Intel, Berkshire Hathaway, Newsmax, Analog Devices, Pool Corp., Tesla, Flughafen Wien, FACC, PorrDieser Podcast wird unterstützt von Raiffeisenfonds, einer Marke der Raiffeisen Kapitalanlage GmbH. Wir sind einer der größten Fondsmanager Österreichs und feiern heuer unser 40-jähriges Jubiläum: Vier Jahrzehnte Erfahrung und Expertise im Fondsmanagement. Vom Sparen zum Investieren: Mit unseren Fonds eröffnen sich neue Möglichkeiten für Ihre Finanzen. Schon ab 50 Euro monatlich können Sie auch digital abschließbar in Fonds von Raiffeisen investieren. Nutzen Sie unsere bewährten Strategien und fundiertes Wissen, um Ihre finanziellen Ziele zu erreichen.Bitte beachten Sie dabei, dass Investitionen in Fonds mit höheren Risiken verbunden sind, die auch zu Kapitalverlusten führen können. Raiffeisenfonds bieten eine breite Palette an Anlagemöglichkeiten, die von eher sicherheitsorientiert bis chancenorientiert reichen. Mehr dazu unter http://raiffeisenfonds.at/fondsfinderAlle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.
In Episode 37, of Season 5 of Driven by Data: The Podcast, Kyle Winterbottom was joined by Ash Dhupar, Chief Data & AI Officer at Analog Devices (Fortune 500) where we explore how data leaders can link their work directly to measurable EBIT and revenue gains, and how the Chief Data Officer role has shifted from “data quality” to “profitability driver.” Ash shares a real life example of unlocking $50M in yield improvements by connecting siloed manufacturing data, and why predictive AI is key to stopping costly waste before it happens. We unpack the importance of the three-legged stool; balancing technology, business alignment, and process change, and why CDOs must own delivery end-to-end to shift the outdated perception that data is “just reporting.” You'll hear why scaling AI demands new skills, how too many “chiefs” has slowed progress can slow progress. We also discuss why agentic AI at scale is still 18–24 months away, and how AI-first strategies can multiply EBIT impact by 2–10x to create lasting competitive advantage.Thanks to our sponsor, Data Literacy Academy.Data Literacy Academy is leading the way in transforming enterprise workforces with data literacy across the organisation, through a combination of change management and education. In today's data-centric world, being data literate is no longer a luxury, it's a necessity.If you want successful data product adoption, and to keep driving innovation within your business, you need to start with data literacy first.At Data Literacy Academy, we don't just teach data skills. We empower individuals and teams to think critically, analyse effectively, and make decisions confidently based on data. We're bridging the gap between business and data teams, so they can all work towards aligned outcomes.From those taking their first steps in data literacy to seasoned experts looking to fine-tune their skills, our data experts provide tailored classes for every stage. But it's not just learning tracks that we offer. We embed a deep data culture shift through a transformative change management programme.We take a people-first approach, working closely with your executive team to win the hearts and minds. We know this will drive the company-wide impact that data teams want to achieve.Get in touch and find out how you can unlock the full potential of data in your organisation. Learn more at www.dl-academy.com.
Could Donald Trump's plan to impose a 100% tariff on imported semiconductors serve to derail Clare and the Mid West? Last week, the US president again threatened to announce separate tariffs on semiconductor and pharmaceutical imports “within the next week or so”. Mr Trump also made particular mention of Ireland in doing so during an interview with CNBC. That's despite confirmation from the White House that the 15% tariff agreed between the European Union and the United States includes pharmaceuticals and semiconductors. Analog Devices, Microchip and Onsemi are huge employers in the MidWest and also produce huge volumes of semi-conductors. What affect would such a hike have, if President Trump carries out his threat? To discuss this further, Alan Morrissey was joined by Pat Clarke Browne, Owner-operator at Munster Business in Shannon.
More Top ESG ETFs and Companies. Includes reviews and links to 16 articles with great ETF and stock recommendations globally. By Ron Robins, MBA Transcript & Links, Episode 154, June 13, 2025 Hello, Ron Robins here. Welcome to my podcast episode 154, published June 13, 2025, titled “More Top ESG ETFs and Companies.” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 16 articles for you in this podcast! ------------------------------------------------------------- More Top ESG ETFs and Companies (1) My first review article appeared on a favourite investor website, morningstar.com. It's titled Five Top ESG ETFs for US Investors and is written by Hannah Hummel. Here are some brief comments on each ETF from Ms. Hummel. “To find these 174 sustainable ETFs, we applied multiple screens across all exchange-traded funds in Morningstar's database, selecting only equity investments that are both domiciled in the United States and traded on a United States Exchange. Next, we filtered the remaining ETFs down to only those Morningstar designates as an ‘ESG Intentional Investment – Overall.' (Read here.)… All fund sizes are as of June 2, 2025. 1. iShares ESG Aware MSCI USA ETF ESGU Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI USA ETF tops our screen with $13.37 billion in assets under management. Incepted in December 2016, the fund has returned 0.48% year to date, trailing a 1.06% return for the S&P 500 and a 0.86% return for the Morningstar US Market Index in 2025. Over the past three years, the fund has posted a 13.59% annualized return, underperforming the S&P 500 at 14.41% and the Morningstar US Market Index at 14.05%. This passively managed fund tracks the MSCI USA Extended ESG Focus Index. 2. Vanguard ESG US Stock ETF ESGV Morningstar Category: Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran The only ETF offered by a provider other than iShares that places among our screen's five largest vehicles is the $10.16 billion Vanguard ESG US Stock ETF. The Silver Morningstar Medalist was launched… in September 2018. Year to date, investors have seen a negative 0.21% return, leaving the fund trailing the S&P 500 and the Morningstar US Market Index by 1.27 percentage points and 1.07 percentage points, respectively. In the past three years, however, the fund has delivered a 14.45% annualized return, slightly overperforming the S&P 500 at 14.41%. Like the other four largest funds in our screen, Vanguard ESG US Stock ETF is passively managed, designed to replicate the performance of the FTSE USA All Cap Choice Index. 3. iShares ESG Aware MSCI EAFE ETF ESGD Morningstar Category: Foreign Large Blend Morningstar Medalist Rating: Silver Morningstar ESG Risk Rating: Above Average Analyst: Zachary Evens The largest ETF falling under the foreign large-blend Morningstar Category and the third largest across our screen overall is the $9.73 billion iShares ESG Aware MSCI EAFE ETF. Opened to investors in June 2016, this Silver medalist has returned an impressive 16.7% year to date against a 5.22% return for the Morningstar Global Markets Index. The fund's three-year annualized return is 11.3%, trailing the Morningstar Global Markets Index by 0.42 percentage points. In keeping with the remainder of the five largest funds in our screen, iShares ESG Aware MSCI EAFE ETF is passively managed, tracking the MSCI EAFE Extended ESG Focus Index. 4. iShares ESG Aware MSCI EM ETF ESGE Morningstar Category: Diversified Emerging Markets Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: Above Average Analyst: Lan Anh Tran IShares ESG Aware MSCI EM ETF ranks fourth in our screen with $4.73 billion in assets under management. Launched in June 2018, the IShares ESG Aware MSCI EM ETF has returned 9.74% in 2025, beating a 7.54% return for the Morningstar Emerging Markets Index. Looking over a longer horizon, the fund's three-year annualized return is 4.62%, trailing a 5.46% return for the Morningstar Emerging Markets Index. This Bronze Morningstar Medalist is passively managed, seeking to replicate the performance of the MSCI Emerging Markets Extended ESG Focus Index. 5. iShares ESG MSCI KLD 400 ETF DSI Morningstar Category: Large Blend Morningstar Medalist Rating: Bronze Morningstar ESG Risk Rating: High Analyst: Ryan Jackson Rounding out our list of the top five largest US-domiciled ESG Equity ETFs is iShares ESG MSCI KLD 400 ETF with $4.5 billion in assets under management. Incepted in November 2006, it is the oldest fund among the five largest in our screen by nearly a decade. Year to date, DSI has returned negative 0.88%, trailing the S&P 500 by 0.18 percentage points, but outperforming the Morningstar US Market Index by 0.02 percentage points. This Bronze Morningstar Medalist passive fund seeks to replicate the performance of the MSCI KLD 400 Social Index.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (2) Now, another article by Hannah Hummel on morningstar.com. This one is titled 2 Top Undervalued EV Stocks to Watch Now. Again, some brief quotes on each stock by her. Morningstar Data as of May 13, 2025. “1. Analog Devices ADI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.93 Morningstar Rating: 4 stars Sector: Technology Analog Devices is a leading global manufacturer of mixed-signal and analog chips. [Its] chips function by translating environmental conditions like temperature and sound into viable digital signals. The company supplies chips to a diverse range of end markets, including automotive companies, as well as manufacturers of medical devices, robots, and industrial machinery. In both fiscal 2022 and 2023, the adjusted operating margin for the firm hit 49%, though it has since declined to 41% in fiscal 2024. Morningstar anticipates, however, that the adjusted operating margin for Analog Devices could reach 50% by fiscal 2028, bolstered by a projected 9% average annual growth in sales. Considering Morningstar's current fair value estimate of $245 per share, projections for fiscal 2025 are in line with a 3% free cash flow yield. At a recent $226.68 per share, Analog Devices was trading at a 7% discount to Morningstar's fair value estimate. 2. NXP Semiconductors NXPI Morningstar Economic Moat Rating: Wide Price/Fair Value: 0.76 Morningstar Rating: 4 stars Sector: Technology NXP Semiconductors is a prominent player among automotive semiconductor manufacturers. Like Analog Devices, the firm's expertise is not limited solely to automotive chipmaking, as it also sells to the mobile, communications infrastructure, and industrial markets. Moreover, through enabling near-field communication, or NFC, NXP Semiconductors powers the mobile wallet offerings of multiple high-profile clients, the likes of which include Google GOOGL and Apple AAPL. Although the firm lost 5.0% in revenue in 2024 and Morningstar models an 8.5% decrease in revenue this year amid tariff-related market challenges, Morningstar anticipates a recovery by 2026. Indeed, Morningstar models indicate that NXP Semiconductors' revenue could increase 6% in 2026 as EV designs call for an increasing proportion of chips embedded into their systems. Morningstar's fair value estimate for NXP Semiconductors currently sits at $280 per share, indicating a 6% free cash flow yield for 2025. At a recent $212.40 per share, NXP Semiconductors was trading at a 24% discount to Morningstar's fair value estimate.” End quotes. ------------------------------------------------------------- More Top ESG ETFs and Companies (3) My third article brings us back to a favourite sector for ethical and sustainable investors. The article is titled 3 Alternative Energy Stocks to Watch Amid Escalated Tariff Uncertainty and was found on zacks.com and is by analyst Aparajita Dutta. Her article is a comprehensive review and analysis of the industry and a few of its leading companies. Here are some quotes by Ms. Dutta from her article. “The Alternative Energy Industry has outperformed its sector as well as the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively surged 41.9% in the past year against the Oils-Energy sector's 9.8% decline. The Zacks S&P 500 composite has gained 11.7% in the same time frame… 1. Ormat Technologies ORA Based in Reno, NV, the company is primarily engaged in the geothermal energy power business. On May 27, 2025, Ormat Technologies announced a $62 million Hybrid Tax Equity partnership with Morgan Stanley Renewables to support its Lower Rio and Arrowleaf energy storage and solar projects, expected to be operational by the end of 2025. This innovative financing will help Ormat monetize $160 million in tax benefits in 2025, boosting profitability and supporting its long-term energy storage growth strategy. The Zacks Consensus Estimate for the company's 2025 sales implies an improvement of 8.4% from the previous year's estimated figure. The stock boasts a long-term (three-to-five years) earnings growth rate of 10%. The company currently carries a Zacks Rank #2 (Buy). Ormat Technologies, Inc. (ORA): Free Stock Analysis Report. 2. Standard Lithium SLI Based in Vancouver, Canada, Standard Lithium is a technology and lithium development company. Its flagship project is located in southern Arkansas, where it is engaged in the testing and proving of the commercial viability of lithium extraction. On May 29, 2025, it was announced that Smackover Lithium, a joint venture between Standard Lithium and Equinor, has secured AOGC approval for a 2.5% lithium royalty rate for Phase I of its South West Arkansas Project, marking the first such approval in the state. This milestone sets a regulatory precedent and enhances Standard Lithium's pathway to commercial production by 2028. The Zacks Consensus Estimate for Standard Lithium's 2025 bottom line is pegged at a loss of 8 cents per share, suggesting a solid improvement from the year-ago quarter's reported loss of 13 cents. The bottom line beat the consensus estimate in the last reported quarter. Standard Lithium currently carries a Zacks Rank #2. Standard Lithium Ltd. (SLI): Free Stock Analysis Report. 3. Bloom Energy BE.VI Based in San Jose, CA, the company generates and distributes renewable energy. On April 30, 2025, Bloom Energy posted its first-quarter 2025 results. Revenues of $326 million reflected an increase of 38.6% year over year. Bloom Energy's gross margin was 27.2%, reflecting a 110 basis points improvement over last year's reported figure. The stock holds a long-term earnings growth rate of 24.4%. The Zacks Consensus Estimate for 2025 sales implies an improvement of 19.3% from the previous year's reported figure. The company currently carries a Zacks Rank #3 (Hold). Bloom Energy Corporation (BE): Free Stock Analysis Report.” End quotes ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Best Natural and Organic Food Stocks to Keep an Eye On in 2025 on finance.yahoo.com. (Updated.) By Sumit Singh of Zacks. Original article featured in my Podcast: The Low-Carbon Stocks for Sustainable Investors. 2. Title: 5 Best Sustainable Investment Platforms for UK Investors on moneymagpie.com. By Ruby Layram. 3. Title: Triodos Investment Fund Earns Rare Perfect Score on financial-news.co.uk. By Danielle Trigg. 4. Title: Triodos Bank UK Recognised as Ethical ‘Best Buy' for Investment Funds and Stocks & Shares ISAs. On and by ffnews.com. 5. Title: Top 10: Sustainable Supply Chains on sustainabilitymag.com. By James Darley. 6. Title: M & T Bank a Top Socially Responsible Dividend Stock With 2.9% Yield (MTB) on nasdaq.com. By BNK Invest. 7. Title: Top 10: ESG Ratings Providers on sustainabilitymag.com. By James Darley. 8. Title: Australian Ethical Investment Leads These 3 Promising Small Caps with Strong Potential on and by simplywall.st/stocks/au. 9. Title: These 3 Nuclear Stocks Should Be on Your Energy Radar on oilprice.com. By Alex Kimani. 10. Title: There's Absolutely Massive Demand Growth Ahead for This Well-Positioned High-Yield Stock on finance.yahoo.com. By Reuben Gregg Brewer. 11. Title: Our top rated ESG ETFs on morningstar.com.au. By Simonelle Mody. 12. Title: How to Invest in Green Bonds on morningstar.com. (Lists 6 green bond funds). By Charity Blue and Leslie P. Norton. 13. Title: The 50 most sustainable companies in Europe on corporateknights.com. Introduction by Tristan Bronca. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “More Top ESG ETFs and Companies.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on June 27th. Bye for now. © 2025 Ron Robins, Investing for the Soul
Hoy en Capital Intereconomía hablamos sobre el mercado y el analista Miguel Méndez nos cuenta que: “Esta semana, mercados pendientes del dato de empleo que se va a publicar el viernes. Las estimaciones de las nóminas no agrícolas son bastante moderadas, están en 130.000, con una tasa de desempleo del 4,2%”. Mientras tanto, el dato de empleo de ADP actúa como anticipo, en un contexto en el que, según el analista, “los mercados están en stand by” y podrían estar consolidando para un nuevo tramo alcista, especialmente en Estados Unidos. Méndez advierte sobre la evolución de los credit default swaps en EE.UU, que aunque están pasando desapercibidos en los medios, podrían ser señal de futuras tensiones en los mercados de deuda. “Es el termómetro que, en un momento determinado, puede desencadenar una crisis de deuda que lleve a las bolsas a pegarse otro batacazo”, afirmó. También destacó cómo el mercado se ha inmunizado a las decisiones del expresidente Donald Trump, como la reciente duplicación de aranceles al acero, sin grandes reacciones bursátiles. No obstante, considera que por ahora, “todo está bajo control” y Trump ya piensa en las elecciones midterm del próximo año. Según Miguel Méndez, las bolsas van a seguir subiendo, destacando al sector tecnológico estadounidense, con valores como Nvidia, Lam Research, Analog Devices o Broadcom. Presentan buenas perspectivas esta semana y señala a Arista Networks y Marvell Technology como opciones buenas de corto plazo.En cuanto al mercado español, Méndez pone el foco en Acciona y afirma que, “continúa con un movimiento superalcista”. El analista menciona que está empezando a fijarse en Solaria, aunque advirtió que hasta que no supere los 10 no se puede confirmar un cambio definitivo de tendencia.
Cork's much-loved outdoor science celebration is back this June - and the countdown to launch is officially underway! Taking place on Saturday 7th and Sunday 8th June, Cork Carnival of Science 2025 will once again transform Fitzgerald Park into Ireland's largest outdoor STEM experience. Supported by Cork City Council and Research Ireland, this FREE family event promises two action-packed days of fun, fascination and scientific wonder. Visitors of all ages can look forward to interactive exhibits, eye-popping demonstrations, and roaming science performers who mix juggling, bubbles, and street theatre with real-world science know-how. Whether you're learning the dynamics of flight, storm chasing, or peeking into the past through the lens of ancient fossils, this year's line-up brings science to life in spectacular ways. Cork Carnival of Science 2025 Programme Highlights Include: Science 2 Life returns with Bubbling Botanicals, where young minds can uncover the secret chemistry of plants through colourful reactions, bubbling beakers and hands-on discovery in the Stretch Tent on the Main Green. Budding palaeontologists can explore ancient worlds at The Fossil Roadshow from Irish Fossil Heritage. Children can bring their own fossils to be identified and learn how Ireland's landscape holds clues to prehistoric life. RTÉ's Mark the Science Guy presents Storm Chaser - a thrilling sit-down science show packed with jaw-dropping experiments that explore the power of weather and electricity. The Air Force show with physicists from Simply Science (Dr Stephen Davitt and Phil Smyth) demonstrates the unseen forces that govern flight, using blasts of air, high-speed fans, and even flying toilet paper. Learning and laughter are guaranteed. Ever wondered what science has to do with sport? Science Made Simple presents Science of Sport, a dynamic show that uses balance boards, footballs and agility tests to reveal the physics and biology behind every great game. And that's just the beginning - with even more performers, experiments and interactive stations located throughout the park, Fitzgerald Park transforms into a vibrant pop-up science hub for the weekend. Across the grounds, science will burst into action in dedicated performance spaces and open-air zones designed to surprise and inspire. In the Stretch Tent on the Main Green, Science 2 Life and Irish Fossil Heritage lead the charge with vibrant, hands-on demonstrations. Also in this zone, Mark the Science Guy will take centre stage with a weather-fuelled adventure sure to captivate curious audiences. On Innovation Way, Simply Science delivers high-flying fun in the Air Force show, while Science Made Simple brings movement and momentum to life in Science of Sport. Over on Discovery Drive, audiences can expect explosive experiments from Thunderbolts & Lightning and sleight-of-hand science from Inspirational Science in their dynamic Circus Science Show. Live shows take place at regular intervals throughout the weekend, with full timetables posted at each venue and online. Performances last approximately 30 minutes and are free with no booking required - simply grab a seat and enjoy. Meanwhile, roaming science performers will dazzle the crowd with pop-up experiments, street-style spectacles and bubble-powered physics. Beyond the show tents, budding scientists can explore an extensive array of STEM engagement zones featuring some of Ireland's leading universities, research centres, and outreach groups. From robotics and renewable energy to microbiology, biodiversity and sports science, each stand invites children to question, tinker, and discover through hands-on activities and real-world science. This year's line-up includes APC Microbiome Ireland, Analog Devices, Blackrock Castle Observatory, Bubbly Maths, Bumble Movement Arts, Cell Explorers, Circus 250, Cork Sports Partnership, Current Chemistry Investigators, Explorers Education Program, Explorium, FAI, Fota Wildlife Park, INFANT, INSI...
APAC stocks were on the back foot following the sell-off on Wall St where stocks, treasuries and the dollar were pressured amid deficit concerns and a weak 20-year auction.US President Trump said he was feeling very good about the bill in Congress; US House Speaker Johnson said on Wednesday that they were yet to decide on a vote on the tax bill that night or on Thursday but added that the Trump tax bill is moving forward.Bitcoin extended on gains and printed a fresh all-time high of above the USD 111k level; Texas House approved the bill to create a Bitcoin reserve.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.8% after the cash market closed flat on Wednesday.Looking ahead, highlights include EZ, UK, US Flash PMIs, German Ifo, US Jobless Claims, Canadian Producer Prices, NZ Retail Sales, ECB Minutes, Speakers including RBA's Hauser, BoE's Breeden, Dhingra & Pill, ECB's Elderson & de Guindos, BoC's Gravelle, Fed's Barkin & Williams, Supply from Spain, France & US.Earnings from BT, British Land, easyJet, QinetiQ, Tate & Lyle, ConvaTec, Intertek, Generali, PKN Orlen, Allegro, Julius Baer, Galenica, Autodesk, Ross & Analog Devices.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Die Reaktion auf die meisten seit gestern Abend gemeldeten Ergebnisse ist positiv, mit den Aktien Advance Auto Parts, Analog Devices, Snowflake und Urban Outfitters besonders fest. Zoom tendiert nach den Zahlen kaum verändert. Wie von vielen an der Wall Street hat das Repräsentantenhaus die Reconciliation Bill genehmigt. Damit nimmt die geplante Steuer- und Ausgabenreformen die erste wichtige Hürde. Im zweiten Schritt muss nun der Senat den eigenen Gesetzesentwurf verabschieden, um dann im dritten Schritt eine gemeinsame Einigung zwischen beiden Häusern zu erreichen. Das Repräsentantenhaus sieht Kürzungen der Medicare-Ausgaben von $500 Mrd. vor. Das Krankenversicherungsprogramm für Personen über 65 Jahren, wie auch für Behinderte. Schätzungsweise 8 bis 13 Millionen Amerikaner laufen Gefahr ihre Krankenversicherung zu verlieren, was weitreichende Folgen haben wird. Trotz der Kürzungen sollen die Reformen die Defizite auf Sicht der nächsten 10 Jahre um rund $3 Billionen anfachen. Dementsprechend ziehen die Renditen der langlaufenden US-Staatsanleihen heute weiter an, was in Folge den Aktienmarkt belastet. Die Renditen 30-jähriger Staatsanleihen erreichen das höchste Niveau seit 2007. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Die Reaktion auf die meisten seit gestern Abend gemeldeten Ergebnisse ist positiv, mit den Aktien Advance Auto Parts, Analog Devices, Snowflake und Urban Outfitters besonders fest. Zoom tendiert nach den Zahlen kaum verändert. Wie von vielen an der Wall Street hat das Repräsentantenhaus die Reconciliation Bill genehmigt. Damit nimmt die geplante Steuer- und Ausgabenreformen die erste wichtige Hürde. Im zweiten Schritt muss nun der Senat den eigenen Gesetzesentwurf verabschieden, um dann im dritten Schritt eine gemeinsame Einigung zwischen beiden Häusern zu erreichen. Das Repräsentantenhaus sieht Kürzungen der Medicare-Ausgaben von $500 Mrd. vor. Das Krankenversicherungsprogramm für Personen über 65 Jahren, wie auch für Behinderte. Schätzungsweise 8 bis 13 Millionen Amerikaner laufen Gefahr ihre Krankenversicherung zu verlieren, was weitreichende Folgen haben wird. Trotz der Kürzungen sollen die Reformen die Defizite auf Sicht der nächsten 10 Jahre um rund $3 Billionen anfachen. Dementsprechend ziehen die Renditen der langlaufenden US-Staatsanleihen heute weiter an, was in Folge den Aktienmarkt belastet. Die Renditen 30-jähriger Staatsanleihen erreichen das höchste Niveau seit 2007. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html
Microwave Journal editors Pat Hindle and Del Pierson review the Space and Satellite content in the May IMS plus Space and Satellite themed issue along an ADI interview on the space market plus industry news and IMS 2025 event. Sponsored by RFMW and Analog Devices.
Eliot Fine, Product Line Manager, Space & High-Reliability at Analog Devices, talks with Pat Hindle about the growing RF and microwave space market and the trends toward Si based, highly integrated products. Sponsored by Analog Devices.
Carlos Doblado, analista de Zacher Asset Management, examina los títulos de Puig, Analog Devices, Arista, Viscofan, Cellnex y Tubacex
The demand for high-reliability RF components in military space applications is growing as is the use of commercial innovation in Low-Earth Orbit and other space domains, says Eliot Fine, Product Line Manager for Space and High Reliability Components, Analog Devices. In this podcast he and I discuss the space electronic market, radiation-hardening techniques, as well as the Department of Defense's (DoD's) modular open system approach (MOSA) mandate and how it impacts space systems. Eliot also details the RF signal chain, a concept developed by his team at Analog Devices.
My guest today is Afarin Bellisario. Afarin Bellisario grew up in Tehran in a family with its feet in the past and its head in the future: whereas her grandmothers could barely read, Afarin's university-educated father and uncles were prominent members of Iran's new technocratic elite. Silenced Whispers is inspired by the women who fought for Iranian democracy and by her upbringing. Upon receiving a Ph.D. (and a subsequent MBA) from MIT, Afarin spent most of her career in the high-tech world, dealing with bleeding-edge innovations. She has worked for firms such as Intel, Analog Devices, and Raytheon, as well as MIT in both technical and business capacities, and consulted many others such as Tokyo Electron. Today, Afarin consults, teaches, and mentors young ventures. But writing has been a passion. Afarin began writing professionally in major publications and the literary magazine Ferdousi at the age of 14, in pre-revolutionary Tehran. In 2013, her essay “Movies with My Aunt” was published in the anthology Love & Pomegranates, edited by M. N. Sayers. The Wall Street Journal and The Boston Globe have published several of her op-eds, and she writes regularly about the clash between tradition and modernity on Medium. Through Afarin's writing, she actively seeks to create a conversation around the themes covered in her book, Silenced Whispers.. In this episode we discuss storytelling, social narratives, mentoring and personal empowerment.Website - https://www.afarin.net/IG - https://www.instagram.com/afarin_bellisario/LinkedIn - https://www.linkedin.com/in/afarin-bellisario-091115/In this episode you will learn:1. The differences between mentoring and consulting.2. How women's voices can be a part of a larger legacy that can inspire future generations.3. The need for women to reclaim their voices in order to help shed societal expectations and step into authentic power. “So for most people, they think that there's a divide. This is all technology. This is all human, soft stuff, soft skills, if you will, writing and culture and things like that. That's not the case.” - 00:03:56“South of Tehran, people were religious. Being religious, not bad, but traditionalists, they wanted their tradition." 00:32:34“We are all the same in heart. The color of skin, the color of the hair, our height, weight, doesn't matter. In the end, we are all the same.” 00:44:00
Alan Moloney, Managing Director at Analog Devices, talks with Pat Hindle about the latest trends in 5G deployments and future directions including Open RAN, AI, 5G SA and energy conservation. Sponsored by Analog Devices.
Microwave Journal editors Pat Hindle and Eric Higham review the articles and products in the March Cables and Connectors special section, interview ADI about 5G trends, and cover industry news and events. Sponsored by RFMW and Analog Devices.
In our latest Electronic Specifier Insights podcast, Managing Editor Paige West speaks to Enda Nicholl, Strategic Marketing Manager for Magnetic Sensors, Analog Devices, about the release of ADI's ADMT4000.
Common knowledge says that if you want to create an ASIC, you'd better have at least $1M in your bank account. The folks at Efabless say that my common knowledge is inaccurate by a long shot. They claim to be able to get folks started for far less than $100k.I needed to understand how this is possible, so I invited Michael Wishart, the CEO and co-founder of Efabless, to explain how it works on this week's Embedded Executives podcast, with Kumar Gala and Maureen Helm, both Distinguished Engineers with Analog Devices.
Gerardo Ortega, de gerardoortega.es y analista jefe de Trive, revisa las acciones de Repsol, Indra, Grifols, Analog Devices y Endesa
En este episodio, exploramos el fascinante —y a veces desconcertante— panorama económico actual. Hablamos de cómo la temida estanflación combina crecimiento estancado e inflación en alza, y de la incertidumbre que esto genera para los inversores. Analizamos también el papel cada vez más polémico del gasto público y los recortes de empleo, y cómo esos movimientos pueden repercutir en la confianza del consumidor y el desempeño de las empresas. A continuación, damos un repaso muy minucioso a varias cotizadas que despiertan gran interés: vemos por qué Walmart, pese a su imagen de valor defensivo, se encuentra con valoraciones de vértigo; cómo Alibaba está reasumiendo un papel destacado en la escena global; o de qué manera fabricantes de semiconductores como Analog Devices tratan de sacar partido a la tecnología en expansión. Además, ponemos la lupa en firmas de salud digital y en gigantes de la nube, para entender qué oportunidades —y peligros— pueden esconder. Por último, dedicamos un espacio a las tensiones geopolíticas, los vaivenes de la renta variable, la sorprendente calma de las criptomonedas y el rumor de nuevos “cheques” estatales. El resultado es una radiografía completa de un mercado en el que la ironía se convierte a veces en el mejor recurso para navegar tantos giros y contradicciones. ¿TE LO VAS A PERDER?
Celso Otero, gestor de fondos de Renta 4, pone la lupa en Apple, Analog Devices, Occidental Petroleum y cómo los aranceles afectarán a la Bolsa de Nueva York.
This week on EYE ON NPI we're eatin' our Wheaties (https://www.youtube.com/watch?v=QvyInWTLM8s) - it's the Analog Devices MAX96714 Single GMSL2/GMSL1 to CSI-2 Deserializer (https://www.digikey.com/en/products/base-product/analog-devices-inc-maxim-integrated/175/MAX96714/737256) a way to send high resolution digital video over a co-ax wire without losing quality. These advanced serial-deserial sets - we'll call them SerDes for short - let you minimize cabling, for reduced weight and complexity when passing high speed video from cameras or to displays over single flexible RG coax. It's easier than ever these days to add high quality video or camera sensing to your products: boards like the Raspberry Pi can do dual 4K HDMI and up to two DSI / CSI ports on the Compute Modules (https://www.digikey.com/en/products/filter/single-board-computers-sbcs/933?s=N4IgTCBcDaIMYHsC2AHArgFwKYAIkIBM0AbLEAXQF8g) but the cables that they come with tend to be short, maxing out at 500mm long. (https://www.digikey.com/en/products/detail/raspberry-pi/SC1130/21658263) That's because the MIPI protocol used for data transfer is designed for ultra high speeds over low cost flex PCBs, from say a laptop motherboard to the laptop monitor or webcam. Now, we do sell looooong cables (https://www.adafruit.com/product/2144) that are 2 meters long but with the caveat that they are well outside the expected spec. They do work! But we wouldn't put it in a product that goes to customers. So what do you do if you have a car, where the seats and dashboard have monitors but the main processor is probably in the back of the car, far from the hot engine? That's where Analog Devices got inspired from the Cable TV of our youth (https://en.wikipedia.org/wiki/Cable_television) that would let kids of the 90's watch dozens of channels using...only one cable! The cable, in this case, is a coaxial cable: one copper wire surrounded by a plastic dielectric, then a braided metal ground return. Coax cables are flexible but rugged, and DigiKey stocks thousands of different types (https://www.digikey.com/en/products/filter/coaxial-cables-rf/475) by the foot or reel. So they make an excellent physical transport layer for video in aggressive environments because they are shielded yet flexible. With GMSL you need two chips: a serializer like the MAX96717 (https://www.digikey.com/short/3pcv09pn) and a de-serializer like the MAX96714 (https://www.digikey.com/short/3jqw8tj8). Between the two, connect said coax, then configure both sides for the data format you want and boom, you have a transparent video link! The serializer will take the digital data, then turn it into a serialized-packetized-data-packet on a single wire. That thin wire can fit into spaces that would normally be a challenge such as cars / aerospace where weight is at a premium, robotics where the shielding will protect the signal integrity, and medical where high rez cameras have to fit in tiny spaces. GMSL even supports 'power over coax' where a DC signal can be used as a carrier for the high frequency data - so you really can have one thin cable for everything. Depending on which generation of GMSL you choose, you will get either 3 Gbps or 6. A small portion of that is 'upstream' communication, thats used for IRQs, video/camera control and extra I2C or GPIO. If you need stereo or quad camera/video , you can use a quad deserializer: you will still get 4 coax cables in but it'll be smaller and perhaps better synchronized than having four separate deserializers. To get started, we recommend picking up the MAX96714-BAK-EVK eval board (https://www.digikey.com/short/nh82vrbc), which is not inexpensive but does have everything you need to get started with the MAX96714 (https://www.digikey.com/short/3jqw8tj8). Note you'll also need the serializer! One thing that's nice is that if you want to get set up with a Raspberry Pi to start, you can order the Pi Cam Eval board (https://wiki.analog.com/resources/eval/user-guides/ad-gmslcamrpi-adp) which is an adapter for the eval to use off-the-shelf Pi camera modules, pick up at DigiKey (https://www.digikey.com/en/products/detail/analog-devices-inc/AD-GMSLCAMRPI-ADP/21678785). Then to set up the configuration you can use the Linux driver to have automatic setup (https://github.com/torvalds/linux/blob/master/drivers/media/i2c/max96714.c) without a separate configuration program. If you'd like to try out GSML for your next long-distance video product, you can pick up the Analog Devices MAX96714 Single GMSL2/GMSL1 to CSI-2 Deserializer (https://www.digikey.com/en/products/base-product/analog-devices-inc-maxim-integrated/175/MAX96714/737256) today from DigiKey because it's in stock for immediate shipment! Book now and you can be zipping along MIPI CSI data at 6Gbps by tomorrow afternoon.
Microwave Journal editors Pat Hindle and Eric Higham cover the Feb Satellite and Radio Communications themed issue articles and interview Analog Devices expert, Jeff Massman, about phased array innovations/trends plus cover industry news and events. Sponsored by RFMW and ADI.
Jeff Massman, Senior Manager of Phased Array Platforms at Analog Devices, talks with Pat Hindle about key innovations and trends in phased array technology and how Analog Devices is helping customers meet challenges in these areas. Sponsored by Analog Devices.
Send us a textOn this episode of Embedded Insiders, Alex Iuorio, Avnet's Senior Vice President of Global Supplier Development, delves into the findings of the 2025 Avnet Insights engineering survey. This year's report focuses on Artificial Intelligence, examining what engineers expect from the market, the challenges they anticipate, and how AI is influencing product design.Next, Rich sits down with Kumar Gala and Maureen Helm, both Distinguished Engineers with Analog Devices' Software & Digital Platforms Group, to explore CodeFusion Studio. Built on Microsoft's Visual Studio Code (VS Code), this integrated development environment (IDE) helps engineers start with an SoC and seamlessly design their systems.But first, Rich and Ken discuss recent developments involving China, the U.S., and AI.For more information, visit embeddedcomputing.com
Open tools are becoming the norm in the embedded software development space. And that's definitely the case for Analog Devices' CodeFusion Studio tool. The IDE lets developers start with an SoC, and design their systems from there. The software development platform is based on Microsoft's Visual Studio Code (VS Code). On this week's Embedded Executives podcast, with Kumar Gala and Maureen Helm, both Distinguished Engineers with Analog Devices' Software & Digital Platforms Group, we defined what “open” means in this space, then jumped into how and where a developer would get started.
Over 1,000 students from across the island of Ireland will flood through the doors of the RDS in Dublin to participate in the 61st Young Scientist & Technology Exhibition, which represents the 25th year that BT Ireland has stewarded the exhibition. The participants will begin their unforgettable BTYSTE experience this morning, setting up their projects and preparing for the first round of judging, which will be carried out by 85 leading experts from Ireland's science, technology, engineering, and mathematics (STEM) academic and industry sectors. The first round of judging will be completed after the official opening of the exhibition this afternoon by President of Ireland, Michael D. Higgins. A supporter of the BTYSTE for many years, President Higgins' address to students and their teachers this afternoon will be particularly momentous as it will be his last in office. Throughout President Higgins' terms in office, his championing of the exhibition has inspired many young people to explore their passion for STEM by entering the BTYSTE. The opening ceremony will be streamed live from 2pm on the BTYSTE website and on Facebook Live. The 2025 BT Ireland Executive Leaders Forum As the RDS Dublin fills up with many young people seeking to change the world for the better, BT Ireland, in partnership with Business in the Community Ireland (BITC) and the American Chamber (AmCham), will hold an exclusive Executive Leaders Forum for business leaders this morning. This year's forum will focus on the importance of collaboration for expanding Ireland's STEM pipeline. Broadcaster Áine Kerr will MC today's Forum, and speakers will include Managing Director of BT Ireland, Shay Walsh, as well as 2024 BTYSTE winner Seán O'Sullivan, who will talk about the importance of fostering STEM interest from an early age. Companies represented at the event's panels include IDA Ireland, American Chamber, Analog Devices, NOW Group, Fidelity Ireland, and ServiceNow. Speaking ahead of the first day of the exhibition today, Mari Cahalane, Head of the BTYSTE said: "This year marks 25 years since BT Ireland became custodian of the Young Scientist & Technology Exhibition and is an extremely special occasion for me as I have been privileged be part of the organisational proceedings on behalf of BT Ireland since then. Since its inception in the 1960s, the exhibition epitomises BT Ireland's purpose, 'connect for good', setting many of the brightest young minds that this country has ever seen on the path to change the world, and we could not be prouder to help evolve this incredible event in the last twenty-five years. "BT Ireland's team of almost 180 volunteers will be ensuring that the participants and their teachers will enjoy a BTYSTE experience this year that they will never forget. I would like to thank them for all their hard work, and to our esteemed guest, President Higgins, for his unwavering support over the years, helping us and all involved keep the BTYSTE prominently on the national agenda each year." The BTYSTE opens to the public from Thursday, January 09 to Saturday, January 11, with a full programme of fantastic events and special acts for everyone to enjoy, including all student projects being on display throughout. Additionally, over 60 brilliant stands from the exhibition's partners, including the Department of Education,Analog Devices, Amgen, RTE, Stripe, BT, Re-turn, Permanent TSB, will be on display in the RDS. Tickets to the BTYSTE can be purchased at https://ticketing.btyoungscientist.com or at the venue. Visitors can plan their visit to the RDS in advance by downloading the?free?BT Young Scientist & Technology Exhibition app, available on Android and Apple devices. Full of helpful information, the app includes an exhibition map, a search tool for student projects and exhibitors, a schedule of events, as well as links to the BTYSTE social networks for live updates throughout the event. For more information on the exhibition, please visit th...
Back with another special episode on the status of the AI in education, cutting through the hype (again) with the fantastic Charles Fadel. This is quite a deep dive into the topic, so if you're early exploring this topic, check out episodes 107 and 108 with a great selection of reflections on AI in education from young people, teachers, leaders, policy-makers and edtech entrepreneurs. Charles is a global education thought leader and futurist, author, and inventor, with several active affiliations. His work spans the education continuum of K-12 schools, higher education, and workforce development/lifelong learning. He is the Founder and chairman of the Center for Curriculum Redesign and among many other accolades, he is the author of Education for the Age of AI, with co-authors Alexis Black, Robbie Taylor, Janet Slesinski and Katie Dunn. Center for Curriculum Redesign (CCR): https://curriculumredesign.org/ Four-Dimensional (4D) Competencies Framework: https://curriculumredesign.org/frameworks/competencies-framework/ Tools: https://curriculumredesign.org/tools/ Charles is also: Chair of the Education Committee of the Business and Industry Advisory Committee (BIAC) to the Organization for Economic Co-operation and Development (OECD), nominated by the U.S. Council for International Business (USCIB). He works with several teams at the OECD, most notably Education 2030, PISA, CERI, and the Expert Group on AI Futures. Senior Fellow, Human Capital at The Conference Board Board member at the United States Council Foundation (USCF). Global Education Lead at Cisco Systems for over a decade. Founder of Neurodyne, an ahead-of-its-time startup focused on Neural Networks/Artificial Intelligence. Member of the President's Council of the Franklin W. Olin College of Engineering. Founder and President of the Fondation Helvetica Educatio in Geneva, Switzerland. Fondation Helvetica Educatio focused on global education matters. Product marketing and management in semiconductors for broadband and wireless applications at Analog Devices and M/A-COM. Visiting practitioner at Harvard's Graduate School of Education in the Mind, Brain and Education program. He explored curriculum redesign issues in an age of artificial intelligence and taught the first-ever class on “Human Learning + Machine Learning.” Former Project Director at Harvard's Graduate School of Education in the Laboratory for the Science of the Individual. There he explored “Machine Learning + Human Learning.” Visiting lecturer at MIT's Experimental Study Group (ESG). He taught an innovative “special topics in mathematics” seminar, “Polymathy: The World in 10 Curves.” He then taught the seminar at Harvard's Graduate School of Education for six years to student acclaim. Visiting lecturer at the Wharton School of the University of Pennsylvania in the Chief Learning Officer Program. Senior Fellow at the Partnership for 21st Century Skills. Previous books Artificial Intelligence in Education (2018) was translated into Mandarin Chinese, Japanese, Korean and Arabic. His earlier, highly influential book Four-Dimensional Education (2015) was translated into ten languages, while its framework was translated into twenty-three languages. He co-authored best-selling 21st Century Skills (2009, Wiley).
Trump announced he is to charge Mexico and Canada a 25% tariff on all products and will charge China 'an additional 10% Tariff, above any additional Tariffs'.European bourses in the red on the above, US futures initially pressured but have since made their way back to unchanged/marginally firmerUSD began on the back foot but has since retreated markedly, JPY outperforms while CAD is the G10 laggardFixed benchmarks in the red pulling back from Monday's gains though did see a shortlived move higher on the tariff announcementCrude firmer but action modest after recent ceasefire related pressure; Israel's Cabinet set to meet at 15:30GMT/10:30EST to discuss thisLooking ahead, highlights include US Building Permits (R), Consumer Confidence, Richmond Fed, FOMC Minutes, Speakers including ECB's Muller, Kazaks, Centeno, BoE's Pill & BoC's Mendes, Supply from the US, Earnings from Abercrombie, Kohl's, Best Buy, Analog Devices, Dell, CrowdStrike & HPEClick for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
They discuss Bill and Darrell smoke the Caldwell Eastern Standard Sungrown and drink the WhistlePig F1 Rye single barrel. Appologize for the very active bug zapper. Missile debris in Ukraine contains sanctioned chips form Analog Devices, Broadcom, and NXP. They talk about sanctions and maybe what to do.
Here's what to expect on the podcast:Afarin's inspiration behind Silenced Whispers.The importance of discipline in the writing process and extensive research.How did writing the book affect Afarin's upbringing?What should readers expect to experience when they dive into Silenced Whispers?And much more! About Afarin:Afarin Bellisario considers herself not only a bridge between the east and the west, but also a bridge between the past and the future. Afarin grew up in Tehran, in a family with its feet in the past and its head in the future; her grandmothers could barely read, while Afarin's university-educated father and uncles were prominent members of Iran's new technocratic elite.Afarin came to the state and earned a Ph.D. (and a subsequent MBA) from MIT. She spent most of her career in the high-tech world, dealing with cutting-edge innovations. She has worked for firms such as Intel, Analog Devices, and Raytheon, as well as MIT in both technical and business capacities, AND consulted for many other companies such as Tokyo Electron.Today, Afarin consults, teaches, and mentors young ventures. But writing has been a passion. She began writing professionally for major publications and the literary magazine Ferdousi at the age of 14, in pre-revolutionary Tehran. In 2013, her essay “Movies with My Aunt” was published in the anthology, Love & Pomegranates. The Wall Street Journal and The Boston Globe have published several of her op-eds, and she writes regularly about the clash between tradition and modernity on Medium.In her new book, Silenced Whispers, themes of societal transformation, as an ancient land become modernized amidst internal corruption and foreign meddling, wrapped in a love story. Connect with Afarin Bellisario!Website: https://www.afarin.net/LinkedIn: https://www.linkedin.com/in/afarin-bellisario-091115/Silenced Whispers website: https://www.silencedwhispers.com/#/Check out the book on Amazon! https://amzn.to/3Uo8wuMCheck out the book on BookLife: https://booklife.com/project/silenced-whispers-92885 Connect with Candice Snyder!Website: https://hairhealthvitality.com/passion-purpose-and-possibilities/Facebook: https://www.facebook.com/candice.snyderInstagram: https://www.instagram.com/candicesny17/LinkedIn: https://www.linkedin.com/in/candicesnyder/ICAN Institute: https://vl729.isrefer.com/go/mindandbody/PassionPurpose22/Shop For A Cause With Gifts That Give Back to Nonprofits: https://thekindnesscause.com/
Sang Lee, Aerospace & Defense Strategic Marketing Manager at Analog Devices, talks with Pat Hindle about how commercial technologies are improving military capabilities by leveraging digitizer, tuner, processor and RF commercial designs in these applications. Sponsored by Analog Devices.
Hosts Bryan Goldstein, President- Analog Devices Federal and Vice President Aerospace and Defense Group at Analog Devices, and Sean Darcy, Sr. Director Aerospace and Defense at Infineon, talk about future technologies such as EVTOL, radar, SATCOM, drones, chiplets and onshoring. Visit Analog Devices A&D webpage for solutions to your design challenges.
Hosts Bryan Goldstein, President- Analog Devices Federal and Vice President Aerospace and Defense Group at Analog Devices, and substituting for Sean Darcy, Carl Higgins, Sr. Director Aerospace and Defense Segment Marketing at Analog Devices, talk with special guest, Sam El-Akkad, GM of RF and EW Systems at Anduril, about software driven defense systems and how Anduril is changing the way defense systems are designed and fielded with greatly reduced costs and time lines. Visit Analog Devices A&D webpage for solutions to your design challenges.
Hosts Bryan Goldstein, President- Analog Devices Federal and Vice President Aerospace and Defense Group at Analog Devices, and Sean Darcy, Sr. Director Aerospace and Defense at Infineon talk with special guest, Russ Garcia, CEO at Menlo Micro, about the reinventing the semiconductor supply chain with the CHIPS Act and onshoring. Russ discusses his experiences with onshoring and starting up a new MEMS fab. Visit Analog Devices A&D webpage for solutions to your design challenges.
Ben Annino, Product Line Director at Analog Devices, talks with Pat Hindle about the space market and the changes in IC requirements to meet those market needs in the coming years. Sponsored by Analog Devices.
Microwave Journal editors Pat Hindle and Eric Higham review the August EuMW and mmWave themed issue articles and products, interview ADI about space ICs, and cover industry news and events. Sponsored by Analog Devices.
Thomas Lewis, an experienced semiconductor marketing leader, explores the challenges of building integrated marketing campaigns in technical industries and shares his advice on building strong working relationships with engineers. Thomas also explores the industry's current focus on sustainability and the potential pitfalls of greenwashing, what B2B and B2C marketers can learn from each other, and offers his insights on the changing role of CMOs. About Thomas Lewis Thomas Lewis is a seasoned marketing leader with over 28 years working in the semiconductor industry. He has a unique background which has afforded him first-hand experience in sales, business unit leadership, and marketing. Thomas believes in the power of data-directed marketing with a proven track record to support his “ALL IN” approach to creating, developing, and sustaining highly successful campaigns and teams. His background includes impactful roles at Texas Instruments and Analog Devices and career opportunities such as launching a global pricing process, living abroad as an expatriate, leading engineering teams and directing multi-channel marketing campaigns. Time Stamps [00:45:2] – Thomas discusses his career in the semiconductor industry and why he chose that specialism. [02:50:3] – How can not being an engineer actually be a benefit in technical roles? [04:41:0] – Advice for building better integrated campaigns. [09:22:8] – How can data break down silos between different teams? [15:02:3] – Does B2B marketing lag behind B2C? How can we fix this? [18:56:9] – The dangers of greenwashing. [22:43.3] – The changing role of the CMO [27:13.6] – Thomas shares some marketing advice. [31:35.6] - Andrus's contact details. Quotes “Keep an open mind, ask more questions than you make statements. That's great advice for dealing with engineers.” Mike Maynard, Managing Director at Napier “Data can really be used to drive our marketing decisions. It's not just gut feel of what could work. You can do something, you can measure it and you can adapt to the situation.” Thomas Lewis, Semiconductor Marketing Leader “So, I do believe that adjectives have become the enemy of a really good marketer in the B2B space. To get precise in what you're talking about has become incredibly important.” Thomas Lewis, Semiconductor Marketing Leader Follow Thomas: Thomas Lewis on LinkedIn: https://www.linkedin.com/in/thomas-lewis-nhpoe/ Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/ If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547
Carl Quintanilla, Jim Cramer and David Faber explored retail earnings and the consumer. Target shares surged on a Q2 beat and raised profit guidance, as same-store sales grew for the first time since the 2022 holiday quarter. TJX posted gains on its results and outlook, while Macy's fell on a sales miss. The anchors also discussed what's next for the markets after the S&P 500 and Nasdaq snapped eight-day win streaks. Fed minutes also on Wall Street's radar ahead of Friday's Jackson Hole speech by Fed Chair Powell. Also in focus: Ford shifts its EV strategy, Analog Devices' earnings lift the chip sector, Netflix shares at all-time highs. Squawk on the Street Disclaimer
European bourses are mostly modestly firmer; US futures rangebound ahead of US Payroll Revisions and the FOMC MinutesDollar is incrementally firmer, JPY is the clear underperformer with USD/JPY around 146.00Bonds are flat with traders mindful of today's key risk eventsCrude is flat, XAU is rangebound and holds just above USD 2500/oz, base metals entirely in the greenLooking ahead, Canadian Producer Prices, US Payrolls Benchmark NSA Prelim, FOMC Minutes, Democratic Convention, Comments from ECB's Panetta, Supply from the US, Earnings from Target, Analog Devices, TJX & SynopsysRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
APAC stocks were subdued following the lacklustre performance stateside where the major indices finished with mild losses.European equity futures indicate a marginally positive open with Euro Stoxx 50 future up 0.2% after the cash market finished with losses of 0.2% on Tuesday.DXY remains on a 101 handle, JPY is the marginal laggard across the majors, EUR/USD holds onto 1.11 status.A deal to bring an end to the fighting in Gaza was said to be on the brink of collapsing, according to Politico.Looking ahead, highlights include Canadian Producer Prices, US Payrolls Benchmark Revisions, FOMC Minutes, Democratic Convention, Supply from UK, Germany & US, Earnings from Target, Analog Devices and TJX.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Instant analysis of Analog Devices ($ADI) Q2 earnings, as we hear from CEO Vincent Roche. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Analog Devices #Earnings @Analog Devices $ADI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
