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Go To Market Grit
From Scaling Cisco to Seeding AI: John T. Chambers on Speed, Strategy, and Reinvention

Go To Market Grit

Play Episode Listen Later May 19, 2025 87:08


John Chambers led Cisco through the rise of the internet—transforming it into the world's most valuable company at its peak.On this week's Grit, the former Cisco CEO unpacks how he scaled the business from $70M to $50B+, pioneered M&A as a growth strategy with 180 acquisitions, and built what many called the best sales force in tech.Now leading his own venture firm, Chambers shares how he's backing the next generation of AI-native startups.Guest: John T. Chambers, Former Cisco Executive Chairman & CEO, JC2 Ventures Founder & CEOChapters: 00:00 Trailer00:45 Introduction01:45 Track record, relationships, trust13:21 Acquisitions every year17:32 Product-focused24:40 Family, dyslexia, and without shame30:46 Wang Laboratories35:59 Ready being CEO40:17 Reinventing your business50:08 Numbers don't lie54:09 Sales calls and making mistakes56:20 Adapting leadership style1:06:32 Best leadership year ever1:13:35 A busy, exhausting schedule1:22:07 Candid with me1:25:21 What “grit” means to John1:26:43 OutroMentioned in this episode: John Doerr, OpenAI, Wang Laboratories, IBM, Microsoft, Google, Amazon, Apple Inc., Meta Platforms, FMC Corporation, DuPont de Nemours, Inc., John Mortgage, Don Valentine, Sequoia Capital, Alcatel Mobile, Lucent Technologies, Inc., Verizon Communications Inc., AT&T Inc., Rick Justice, Pankage Patel, Larry Carter, CNBC, Jim Cramer, George Kurtz, CrowdStrike, Randy Pond, Rebecca Jacoby, Mel SelcherLinks:Connect with JohnXLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

Morgans Financial Limited
Morgans AM - Friday, 16 May 2025

Morgans Financial Limited

Play Episode Listen Later May 16, 2025 6:47


US equity markets advanced - Dow rose +272-points or +0.65%. Cisco Systems Inc rallied +4.85% and was the leading performer in the 30-stock index overnight after the networking company reported earnings per share (EPS) and revenue that topped consensus analysts' forecasts for the fiscal third quarter after the close of the previous session. UnitedHealth Group dropped -10.93% following a report from The Wall Street Journal (WSJ) published after the close of the previous session that said the Justice Department was investigating the insurer for possible Medicare fraud. UnitedHealth said in a statement it hadn't been notified by the Justice Department of the criminal investigation, adding that it stands “by the integrity of our Medicare Advantage program.” Apple Inc eased -0.47% after President Trump chided the company's Chief Executive Officer (CEO) Tim Cook, saying he wanted the iPhone maker to build more of its devices in the U.S. and not in India. “I had a little problem with Tim Cook yesterday. I said to him, Tim, you're my friend. I treated you very good. You're coming here with $500 billion but now here you are building all over India,” President Trump said in Qatar.

Go To Market Grit
How Matt Murphy Made Marvell Essential to AI and Cloud

Go To Market Grit

Play Episode Listen Later May 12, 2025 85:07


Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.On this week's Grit, the Marvell CEO shares how he refocused the company's strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.Chapters:00:00 Trailer00:47 Introduction03:00 Huge company, taking the long view10:28 Market cap shift to big tech14:44 The data infrastructure opportunity20:30 Massive economic opportunity31:33 Semiconductor industry and geopolitics40:46 Taiwan and Moore's Law 44:05 Getting hammered down 50%47:05 Silicon Valley51:15 All in despite risks55:37 The CEO checkbox1:01:22 Email from Matt, subject: Grit1:07:35 The higher you go1:15:44 Who Marvell is hiring1:20:14 What “grit” means to Matt1:24:40 OutroMentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris KoopmansLinks:Connect with MattLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

Grumpy Old Geeks
696: Googliearchs

Grumpy Old Geeks

Play Episode Listen Later May 9, 2025 85:03


In this episode of Grumpy Old Geeks, we're serving up a buffet of dystopia with a side of snark. First, Kuwait has finally realized crypto bros are an energy drain, not a feature. Celsius Network's founder gets 12 years for running a “safe investment” Ponzi scheme. And in Lopez v. Apple, we find yet another reason to question Cupertino's moral compass.Then it's time for a trip through the tech trash fire. DoorDash gobbles up Deliveroo, proving there's no such thing as too many overpriced salads. Google wants your kids to befriend Gemini—because what could go wrong giving tweens supervised AI access? Tesla's “Robotaxi” trademark gets the boot for being as generic as Elon's pickup lines. Meanwhile, Grok strips in public, deepfake porn sites get the axe, and dating app “Raw” rawdogs user data like it's the early 2000s internet. We also hit peak Black Mirror with brain-typed tweets, AI-resurrected relatives, and crypto kidnappers playing real-life GTA.On Media Candy, the streaming overlords dump trailers like Halloween candy. Squid Game is back to traumatize you, Star Trek: Lower Decks keeps boldly going where no animated series should, and The Old Guard 2 teases a Theron-vs-Thurman sword fight. Plus, Apple's UX team found the “enhance” button, Netflix wants to be helpful (lol), and Google dreams of becoming a Hollywood darling. Over in Apps & Doodads, Apple wants to stagger iPhone drops, Disney sells you a $3,000 droid with zero sass, and Smart Flowerpots are now a thing because apparently, you can't be trusted to water your plant.And finally, it's time for The Dark Side with Dave, where Bittner brings us malware, click tracks, fake vocals, and the shocking truth about KISS's lipsync disaster in Antwerp. We also dip into ILM's jaw-dropping legacy, Star Wars' shady back alleys, and a new Disneyland in Abu Dhabi, because nothing says “happiest place on Earth” like 120°F desert heat. All this and more, right here on your favorite snark-fueled ragecastSponsors:DeleteMe - Head over to JoinDeleteMe.com/GOG and use the code "GOG" for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/696FOLLOW UPKuwait cracks down on crypto miners to cut down on electricity usageFounder of crypto platform Celsius Network is sentenced to 12 years in prisonLopez v. Apple Inc.IN THE NEWSDoorDash is buying British rival Deliveroo for $3.9 billionShrinking Website Run By Nazi Psychopath Wants to Improve Its ImageTesla 'Robotaxi' trademark refused for being too genericKids under 13 will soon get supervised access to Google GeminiPeople Are Losing Loved Ones to AI-Fueled Spiritual FantasiesNonverbal Neuralink Patient Is Using Brain Implant and Grok to Generate RepliesElon Musk's Grok AI Will 'Remove Her Clothes' In Public, On XDating App ‘Raw' Accidentally Rawdogs Users' Location Data, Personal InfoGlobalX, Airline for Trump's Deportations, HackedU.S. pushes nations facing tariffs to approve Musk's Starlink, cables showLeading deepfake porn site is shut down for goodLehigh County's $500 Million Pension Fund Halts Tesla InvestmentsNOAA Warns of Attacks on Radar Systems by Militia That Thinks They Are ‘Weather Weapons'Family Uses AI To Revive Dead Brother For Impact Statement in Killer's TrialWe have reached the “severed fingers and abductions” stage of the crypto revolutionMEDIA CANDYStar Trek: Lower DecksSpring Baking ChampionshipUnveiling Our Innovative New TV Experience Featuring Enhanced Design, Responsive Recommendations and a New Way to SearchApple renews Seth Rogen's Hollywood satire 'The Studio' for season two ahead of finaleThe End Is Here in the First Trailer for Squid Game 3The Long Walk (2025) Official TrailerThe Third Crisis dawns in Foundation S3 teaserNew Old Guard 2 Trailer Sees Charlize Theron Cross Swords With Uma ThurmanThe best travel show on Apple TV+ just made its triumphant returnPoker Face Season 2Google is reportedly getting back into film and TV with a tech-friendly production initiativeGolden Globes Adding Best Podcast Category Beginning In 2026APPS & DOODADSApple reportedly wants to split up the iPhone's release scheduleApple to add AI search partners to Safari as Google usage fallsPatreon update lets U.S. fans bypass Apple's 30% fee in iOS app, more changes comingApps like Kindle are already taking advantage of court-mandated iOS App Store changeDisney's Got a Star Wars Droid to Sell You…for $3,000Smart Flowerpots,Smart Pet Planter,Ai Planter,Intelligent Flowerpots,Multiple Expressions,7 Smart Sensors, and Ai Chips Make Raising Plants Easy and Fun for Living Room,Plant-Free,YellowTrump administration plans to shutter money-saving Energy Star programTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingIndustrial Light & Magic: Into the Digital RealmIndustrial Light & Magic: The Art of Special EffectsIndustrial Light & Magic: 50 Years of InnovationDigital Dreams: The Work of the Sony Design CenterAndorStar Wars: Tales of the UnderworldDisney Just Announced a Brand New Theme Park: Disneyland Abu DhabiKISS : Total Lip Sync Fail in Antwerp Belgium 6 June 2022KISS In Ear Monitor Feed with Click Track, Cues and FAKE VOCALS The Smoking Gun Eddie TrunkSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oral Arguments for the Court of Appeals for the Federal Circuit
Optis Cellular Technology, LLC v. Apple Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit

Play Episode Listen Later May 9, 2025 73:06


Optis Cellular Technology, LLC v. Apple Inc.

Let the Money Talk
Apple Inc.- Tariff troubles and growth struggles

Let the Money Talk

Play Episode Listen Later May 9, 2025 5:12


Helena Wang, Research Analyst at Phillip Securities Research, will cover our second quarter 2025 earnings report on Apple, titled “Tariff troubles and growth struggles.”Listen to this podcast to stay updated on the latest corporate news. Additionally, you can visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.poems.com.sg/stock-research⁠⁠ to access the full report and gain more insights.#PhillipCapital #YourPartnerinFinance #Servingyousince1975  #FinTech #PYTCH #PYTCHMedia #USCompanyInsights #FinanceNews #US #Apple Follow PYTCH Media:⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠

Charles Schwab’s Insights & Ideas Podcast
(Bonus) Did May Day Reshape Investing?

Charles Schwab’s Insights & Ideas Podcast

Play Episode Listen Later May 5, 2025 7:50


After you listen:Learn more about the story of how May Day became National Investing Day.In this bonus episode, Mark takes a deep dive into the evolution of investing accessibility over the past century. From the barriers that once kep the public out of financial markets to key moments like May Day, he expolores the forces that gradually opened the door to broader participation in investing.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.0525-SLKS

Morgans Financial Limited
Morgans AM - Tuesday, 6 May 2025

Morgans Financial Limited

Play Episode Listen Later May 5, 2025 6:35


US equity markets advanced - Dow eased -99-points or -0.24%, paring an earlier decline of over >250-points. Microsoft Corp (up +0.2%) extended the gap over Apple Inc (down -3.15%) as the largest company in the U.S. by market capitalisation

Morgans AM
Monday, 5 May 2025: Positive Momentum as Markets React to Strong Monthly Employment Data

Morgans AM

Play Episode Listen Later May 4, 2025 9:05


 US equity markets advanced to cap as investors reacted to strong monthly employment data and news that China is evaluating the possibility of trade talks with the U.S. - Dow rose +564-points or +1.39% to 41,317.43. American Express Co (up +3.09%), 3M Co (+3.03%) and Nike Inc (+3.22%) all climbed over >3%. Nvidia Corp rose +2.59% a report in The Information that the artificial intelligence (AI) chipmaker is working to design semiconductors to sell in China that would comply with U.S. trade restrictions. Microsoft Corp rallied +2.32%, lifting its market capitalisation to ~US$3.235 trillion and pushed passed Apple Inc (down 3.74%, market capitalisation ~US$3.067 trillion) to become the largest company in the U.S. by market capitalisation as investors responded to the latest quarterly results from the technology giants last week. Apple CEO Tim Cook said Trump administration tariffs could cost the iPhone maker US$900M this quarter. Meanwhile, Microsoft closes Skype tonight AEST, the pioneering video-calling service it acquired for US$8.5B 14 years ago.  

Morgans Financial Limited
Morgans AM - Monday, 5 May 2025

Morgans Financial Limited

Play Episode Listen Later May 4, 2025 9:04


US equity markets advanced to cap as investors reacted to strong monthly employment data and news that China is evaluating the possibility of trade talks with the U.S. - Dow rose +564-points or +1.39% to 41,317.43. American Express Co (up +3.09%), 3M Co (+3.03%) and Nike Inc (+3.22%) all climbed over >3%. Nvidia Corp rose +2.59% a report in The Information that the artificial intelligence (AI) chipmaker is working to design semiconductors to sell in China that would comply with U.S. trade restrictions. Microsoft Corp rallied +2.32%, lifting its market capitalisation to ~US$3.235 trillion and pushed passed Apple Inc (down 3.74%, market capitalisation ~US$3.067 trillion) to become the largest company in the U.S. by market capitalisation as investors responded to the latest quarterly results from the technology giants last week. Apple CEO Tim Cook said Trump administration tariffs could cost the iPhone maker US$900M this quarter. Meanwhile, Microsoft closes Skype tonight AEST, the pioneering video-calling service it acquired for US$8.5B 14 years ago.

Bloomberg Daybreak: US Edition
US-China Possible Trade Talks; Apple & Amazon Disappoint

Bloomberg Daybreak: US Edition

Play Episode Listen Later May 2, 2025 17:08 Transcription Available


On today's podcast: 1) China said it is assessing the possibility of trade talks with the US, the first sign since Donald Trump hiked tariffs last month that negotiations could begin between the two sides. 2) Apple Inc.’s much-awaited quarterly earnings report failed to soothe investor concerns about its biggest challenges, including escalating tariff costs and a slowdown in China. 3) President Donald Trump will request a record $1.01 trillion in national security spending for the fiscal year beginning Oct. 1, more than 13% over the current year’s figure, according to administration officials familiar with the matter.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
China's Commerce Ministry Says It's Evaluating US Trade Talks

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later May 2, 2025 18:56 Transcription Available


Asian stocks edged up and US equity-index futures reversed losses Friday after China said it's evaluating possible US trade talks, boosting optimism that tariff tensions will tamp down. China's Commerce Ministry said in a Friday statement that it had noted senior US officials repeatedly expressing their willingness to talk to Beijing about tariffs, and urged officials in Washington to show "sincerity" towards China. Meanwhile, Japanese shares gained 1.2% on optimistic comments from Japan's chief trade negotiator on their own talks. We get reaction to the day's market headlines from David Finnerty, Bloomberg FX and Rates Strategist in Singapore. Plus - the S&P 500 has gained for eight consecutive days, its longest run since August, amid increased optimism that trade tensions are waning since President Donald Trump announced century-high levies April 2nd. Investors will turn their attention to the US jobs report due Friday, the last piece of significant data this week, after disappointing earnings from Apple Inc. and Amazon Inc. We speak with Bill Adams, Senior Vice President and Chief Economist at Comerica Bank.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: Asia Edition
Trump's First 100 Days, Magnificent Seven Earnings in Focus

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Apr 30, 2025 21:41 Transcription Available


As the S&P 500 closed higher for five consecutive sessions, the American equity benchmark posted its longest winning streak since November. Monday marked the fifth time in the past month the index fully wiped out an intraday gain or drop of 1% or more. The number of reversals already matches the total seen in the entire year of 2024. After the US close, President Donald Trump renewed criticism of Federal Reserve Chairman Jerome Powell as he championed his economic policies and tariff regime during a Tuesday event to mark his 100th day in office. We break down Trump's remarks with Joe Mathieu, Host of Bloomberg's Balance of Power. As uncertainty around US tariffs looms over global markets, investors in Asia are looking ahead to key economic data from China to get a sense of the macro environment. We speak with Mary Nicola, Bloomberg MLIV Strategist in Singapore. Plus - four of the so-called Magnificent Seven - Microsoft Corp., Apple Inc., Meta Platforms Inc. and Amazon.com Inc. - are due to report earnings this week. Analysts expect the group — which also includes Google-parent Alphabet, Tesla Inc. and Nvidia Corp. — to deliver an average of 15% profit growth in 2025, a forecast that's barely budged since the start of March despite the flareup in trade tensions. We preview the numbers with David Nicholson, Chief Research Officer at The Futurum Group.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: US Edition
China Denies U.S. Trade Talks; Apple's New iPhone Plan

Bloomberg Daybreak: US Edition

Play Episode Listen Later Apr 25, 2025 16:47 Transcription Available


On today's podcast: 1) European stocks surrendered most of an early advance and Wall Street futures pared gains as China played down progress in its trade dispute with the US. 2) Google parent Alphabet Inc. reported first-quarter revenue and profit that exceeded analysts’ expectations, buoyed by continued strength in its search advertising business. 3) Apple Inc. is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.See omnystudio.com/listener for privacy information.

China Daily Podcast
英语新闻丨美方豁免部分商品“对等关税”,包括智能手机等电子产品

China Daily Podcast

Play Episode Listen Later Apr 14, 2025 1:14


The US Customs and Border Protection announced in an updated guidance late Friday that the government has exempted smartphones, computers and other electronic products from its "reciprocal tariffs."美国海关与边境保护局在周五深夜更新的政策指南中宣布,政府已将智能手机、计算机及其他电子产品从"对等关税"清单中豁免。The document stated that the exemption applies to electronic products entering the United States after April 5, and "reciprocal tariffs" already paid can be refunded upon request.文件显示,此项豁免适用于4月5日之后进入美国市场的电子产品,已缴纳的"对等关税"可根据申请退还。"This is a massive U-Turn in tariff policy," said the Kobeissi Letter, a financial newsletter on social media X.社交媒体X平台知名金融简报《Kobeissi快讯》评论称:"这是关税政策的重大转折。"The latest announcement could potentially cushion consumers from sticker shock while benefiting electronics giants including Apple Inc and Samsung Electronics Co, according to Bloomberg.据彭博社分析,这项最新政策既能缓解消费者面临的价格冲击,也将使苹果公司和三星电子等科技巨头获益。The broad and unpredictable tariff policies have triggered turbulence in financial markets and even drawn criticism from key figures within the Republican Party, including former Vice President Mike Pence.当前广泛且难以预测的关税政策已引发金融市场动荡,甚至招致包括前副总统迈克·彭斯在内的共和党核心人物的批评。exemptv.豁免refundv.退还cushionv.缓解triggerv.引发reciprocal tariffs对等关税

Morgans AM
Monday, 14 April 2025: US equity markets advanced as investors digested another busy slate of information

Morgans AM

Play Episode Listen Later Apr 14, 2025 13:01


US equity markets advanced as investors digested another busy slate of information including the latest developments in a trade war with China, earnings reports from major banks and economic data - Dow rose +619-points or +1.56%, with the 30-stock index trading in an 1,150 point range after swinging more than >2,000 points between its high and low for the day in each of the preceding four (4) trading sessions.  Apple Inc (up +4.06%) was the leading Dow component on Friday (11 April) amid growing optimism the iPhone maker could win an exemption from the Trump administration's tariffs. Nvidia Corp, which outsources manufacturing to Taiwan Semiconductor Manufacturing Company (TSMC) Ltd (up +3.94% on the New York Stock Exchange), gained +3.12% after the China Semiconductor Industry Association said chips made by U.S. firms with outsourced manufacturing operations would not be subject to tariffs on U.S. goods. Meta Platforms Inc (up +7.7%) and the Federal Trade Commission face off tonight AEST over antitrust allegations which could force the social media giant to unwind its acquisition of messaging platform WhatsApp and photo-sharing app Instagram. Chief Executive Officer (CEO) Mark Zuckerberg is expected to appear in the witness stand.

Morgans Financial Limited
Morgans AM - Tuesday, 15 April 2025

Morgans Financial Limited

Play Episode Listen Later Apr 14, 2025 6:22


US equity markets advanced after another choppy session following another flurry of tariff-related headlines, but settled well off their session highs - Dow rose +312-points or +0.78% to 40,524.79. Apple Inc rose +2.21%, paring an earlier gain of as much as +7.5% after the US administration that some consumer electronics and computer hardware would be exempt from the reciprocal 125% trade tariffs placed on China. Nvidia Corp (down -0.20%) said it would for the first time make artificial-intelligence (AI) supercomputers entirely in the United States. Nvidia said it expects to produce up to US$500B in AI infrastructure in the U.S. with its partners within the next four years.

Morgans Financial Limited
Morgans AM - Monday, 14 April 2025

Morgans Financial Limited

Play Episode Listen Later Apr 13, 2025 13:00


US equity markets advanced as investors digested another busy slate of information including the latest developments in a trade war with China, earnings reports from major banks and economic data - Dow rose +619-points or +1.56%, with the 30-stock index trading in an 1,150 point range after swinging more than >2,000 points between its high and low for the day in each of the preceding four (4) trading sessions. Apple Inc (up +4.06%) was the leading Dow component on Friday (11 April) amid growing optimism the iPhone maker could win an exemption from the Trump administration's tariffs. Nvidia Corp, which outsources manufacturing to Taiwan Semiconductor Manufacturing Company (TSMC) Ltd (up +3.94% on the New York Stock Exchange), gained +3.12% after the China Semiconductor Industry Association said chips made by U.S. firms with outsourced manufacturing operations would not be subject to tariffs on U.S. goods. Meta Platforms Inc (up +7.7%) and the Federal Trade Commission face off tonight AEST over antitrust allegations which could force the social media giant to unwind its acquisition of messaging platform WhatsApp and photo-sharing app Instagram. Chief Executive Officer (CEO) Mark Zuckerberg is expected to appear in the witness stand.

Morgans Financial Limited
Morgans AM - Thursday, 10 April 2025

Morgans Financial Limited

Play Episode Listen Later Apr 9, 2025 6:11


US equity markets soared, arresting a four-session slide after President Trump's decision to delay some of the tariffs announced last week for 90 days, effective immediately, unleashed a flood of buying - Dow rallied +2,963-points or +7.87% biggest percentage advance since March 2020. Nvidia Corp soared +18.72% to lead all 30 index components higher, while Apple Inc (+15.33%, logging its best daily performance since January 1998 and adding more than >US$400B in market capitalisation) and Boeing Co (+15.37%) both jumped over >15%.

Morgans AM
Wednesday, 9 April 2025: Another Volatile Day In Markets As Tariff's Continue

Morgans AM

Play Episode Listen Later Apr 8, 2025 7:05


A late session slide erased earlier strong gains on US equity markets to cap another volatile session after Beijing vowed to "fight to the end" in response to President Trump's threat of imposing new 50% tariffs unless China rapidly removed its retaliatory measures - Dow settled -320-points or -0.84% lower, having been up as much as +1,461-points or +3.85% at its session peak – marking the biggest erased percentage gain since April 2020. Apple Inc (down -4.98%) extended its decline into a fourth straight session, with White House press secretary Karoline Leavitt saying that President Trump “absolutely” wants iPhones to be manufactured in the U.S. (the company currently assembles a large majority of its products in China). The Times of India reported that Apple transported five planes full of iPhones and other products from India to the US in just three-days during the final week of March to avoid a 10% reciprocal tariff that took effect on 5 April. Nike Inc (-4.21%) also fell over >4%. Nvidia Corp (fell -1.37%)

Morgans Financial Limited
Morgans AM - Wednesday, 9 April 2025

Morgans Financial Limited

Play Episode Listen Later Apr 8, 2025 7:04


A late session slide erased earlier strong gains on US equity markets to cap another volatile session after Beijing vowed to "fight to the end" in response to President Trump's threat of imposing new 50% tariffs unless China rapidly removed its retaliatory measures - Dow settled -320-points or -0.84% lower, having been up as much as +1,461-points or +3.85% at its session peak – marking the biggest erased percentage gain since April 2020. Apple Inc (down -4.98%) extended its decline into a fourth straight session, with White House press secretary Karoline Leavitt saying that President Trump “absolutely” wants iPhones to be manufactured in the U.S. (the company currently assembles a large majority of its products in China). The Times of India reported that Apple transported five planes full of iPhones and other products from India to the US in just three-days during the final week of March to avoid a 10% reciprocal tariff that took effect on 5 April. Nike Inc (-4.21%) also fell over >4%. Nvidia Corp (fell -1.37%)

Go To Market Grit
Brex 3.0: Inside the Radical Turnaround with Pedro Franceschi

Go To Market Grit

Play Episode Listen Later Apr 7, 2025 95:00


Guest: Pedro FranceschiPedro Franceschi is the co-founder and CEO of Brex, a fintech company reshaping how businesses manage their finances.Originally from Brazil, Pedro went from teenage hacker to leading one of the most well-known names in modern financial technology—building a platform trusted by startups and enterprises alike.In this episode, Pedro shares what it took to launch “Brex 3.0,” why he moved to a single-CEO model, and how tough structural changes set the stage for leaner, faster growth.Chapters:00:00 Trailer00:46 Introduction01:45 Startup roller coaster05:21 Founders know how to have fun07:12 Belief barrier evolution12:00 Early state of life in Brazil13:23 Controlling variables15:32 Screen time19:23 Making small decisions23:27 Learning raises the bar26:15 People manager38:49 Getting underwater42:05 Growth accelerated47:51 Vision from the top down52:13 Leadership organization54:01 AI software engineering physics54:43 People complain about change59:42 Believers and non-believers1:04:09 Equity and bonus controversy1:08:40 Big swings and going public1:14:15 Control in unpredictability1:18:04 Living in a pixel1:19:52 Meditate, sleep, diet, exercise1:24:36 Mental health and stress1:33:12 Who Brex is hiring1:33:49 What "grit" means to Pedro1:34:39 OutroMentioned in this episode: Silicon Valley, Facebook, Meta Platforms, Inc., Mark Zuckerberg, Mastercard, Rio de Janeiro, iPhone, Bill Gates, Tim Urban, Jony Ive, Apple Inc., LinkedIn, Salesforce, Brian Chesky, Airbnb, Anthropic Claude, Cursor, Codeium Windsurf, Cognition Labs Devin, Vercel, Retool AI, Amplitude, Spenser Skates, Elon Musk, Tesla, Inc.Links:Connect with Pedro:XLinkedInConnect with Joubin:XLinkedInEmail: grit@kleinerperkins.comThis episode was produced by Kleiner Perkins and edited by IQvideo.The trailer and distribution for this episode were handled by Atomik Growth.Learn more about Kleiner Perkins

Morgans AM
Tuesday, 8 April 2025: Ongoing Volatility as Trump's Sweeping Tariffs Continue

Morgans AM

Play Episode Listen Later Apr 7, 2025 6:17


US equity markets mixed after another volatile as the sweeping Trump administration tariff measures continued to reverberate, with the president threatening even higher rates against China and the White House denying reports that they were considering a 90-day tariff pause on all countries except China - Dow fell -349-points or -0.91%, spiking as much as +2.3% during a brief morning session surge.  The Dow swung more than >2,500 points between its intra-day low and high, its largest intra-day points swing on record and all within the opening hour of trading. Apple Inc fell -3.67% after declining -7.3% last Friday (4 April) and was the worst performing Dow component overnight. The iPhone maker, which assembles a large majority of its products in China, slumped -13.6% last week to see US$443.5B wiped off its market capitalisation, the largest weekly market cap decline on record, according to Dow Jones Market Data. Home Depot Inc (down -3.5%) and Travelers Companies Inc (-3.48%) both fell ~3.5%. Nvidia Corp (up +3.53%) was the leading performer in the 30-stock index.

Morgans Financial Limited
Morgans AM - Tuesday, 8 April 2025

Morgans Financial Limited

Play Episode Listen Later Apr 7, 2025 6:16


US equity markets mixed after another volatile as the sweeping Trump administration tariff measures continued to reverberate, with the president threatening even higher rates against China and the White House denying reports that they were considering a 90-day tariff pause on all countries except China - Dow fell -349-points or -0.91%, spiking as much as +2.3% during a brief morning session surge. The Dow swung more than >2,500 points between its intra-day low and high, its largest intra-day points swing on record and all within the opening hour of trading. Apple Inc fell -3.67% after declining -7.3% last Friday (4 April) and was the worst performing Dow component overnight. The iPhone maker, which assembles a large majority of its products in China, slumped -13.6% last week to see US$443.5B wiped off its market capitalisation, the largest weekly market cap decline on record, according to Dow Jones Market Data. Home Depot Inc (down -3.5%) and Travelers Companies Inc (-3.48%) both fell ~3.5%. Nvidia Corp (up +3.53%) was the leading performer in the 30-stock index.

Smartinvesting2000
April 5th, 2025 | Tariff Announcements, Trade Barriers, Jobs Report, Solo 401k's, LPL Financial Holdings Inc. (LPLA), Deckers Outdoor Corporation (DECK), Apple, Inc. (AAPL) & Delta Air Lines Inc.(DAL)

Smartinvesting2000

Play Episode Listen Later Apr 5, 2025 55:40


Tariff announcements cause market chaos           In an effort to balance trade relationships across the globe, several new tariff announcements were made on April 2nd. This caused the markets to decline sharply in Thursday's session with the Nasdaq closing down nearly 6% and the S&P 500 closing down nearly 5%. I must say I was not necessarily surprised by that decline, but was more surprised by the run up in the market in the days leading up to the announcement. The administration has been talking about these tariffs for months and I for one was not necessarily surprised by the actions they plan on taking. The U.S. will be implementing a baseline tariff rate of 10% on all countries and that goes into effect on April 5th. After research into trade practices from other countries including tariffs, currency manipulation, and trade barriers the U.S. will also be implementing higher duties on several countries. This includes an additional 34% on China, which comes on top of the previous tariffs for a new effective rate of 54%. According to the administration, this compares to a calculated tariff rate of 67% from China. Other tariffs included a 20% rate on the European Union vs a 39% calculated rate on our goods, a 46% rate on Vietnam vs a 90% calculated rate on our goods, a 32% rate on Taiwan vs a 64% calculated rate on our goods, and a 24% rate on Japan vs a calculated rate of 46% on our goods. This is just a small sample as more than 180 countries and territories will be facing these reciprocal tariffs. The problem here is the bottom for stocks might not be in as there will likely be continued announcements from other countries with their response. Some countries like China, France, Canada, and Germany have responded with a combative tone and a promise to fight back. I continue to believe this trade war will not be solved overnight, but I must say with the pullback there definitely appears to be some opportunities surfacing. I'd be careful waiting for the all clear on this as by the time that comes, you may have missed some great opportunities.     Trade barriers increase around the world It is not just the US that is increasing tariffs, many countries around the world are also increasing their tariffs. There are some economists predicting that we could be headed to the biggest increase in protectionism since the 1930s, when the Smoot-Harley tariff act was in place. Back then the average tariff rate in the US was nearly 30%. Today it is around 8.4%. When it comes to the group of 20 leading economies in the world, there are roughly 4650 import restrictions, of which the US has roughly 1000. The EU, China, Canada, Mexico account for roughly 700 restrictions with the other 15 countries accounting for 3000 restrictions. Some people feel the United States is being aggressive by adding all these tariffs to products coming in to our country, but when you look at the numbers and the facts, it appears we are just playing catch-up and we are way behind the rest of the world as they have been putting tariffs on our products going into their countries. I don't understand why we are singled out as being such a bad country and unfriendly to other countries just because we want free trade in the world. I'm sure if they dropped their tariffs, we would do the same.   Jobs Report shows some positive news on a difficult day for the market With all the news around tariffs and trade, it's almost like everyone forgot that a jobs report was released on Friday. Job growth remained very healthy with nonfarm payrolls increasing by 228,000 in the month of March. This easily topped the estimate of 140,000 and was a nice increase compared to February's reading of 117,000. The previous two months did see negative revisions of 34,000 in the month of February and 14,000 in the month of January. The unemployment rate did tick higher to 4.2% from last month's reading of 4.1%, but this was largely due to an increase in the labor force participation rate. A major positive on the inflation front was wage inflation came in at annual rate of 3.8%, which was down from last month's reading of 4.0% and was more in line with a healthy level that creates growing wages but puts less pressure on inflationary forces. I was surprised to federal government positions declined by just 4,000 in the month, but yet a report Thursday from Challenger, Gray & Christmas indicated Doge-related layoffs have totaled more than 275,000 so far. Apparently, the BLS noted that workers on severance or paid leave are still counted as employed, which would have a large impact on the employment numbers. It will be interesting to see how the employment situation shakes out in this category and if the private sector can absorb those lost jobs. It's hard for some to look through the noise of all the trade announcements, but I still believe the economy is in alright spot and the growing concerns for recession may be overblown.     What is a Solo 401(k)? A Solo 401(k) is a retirement savings plan designed for self-employed individuals or business owners with no employees. Also known as an individual 401(k), this plan offers significant tax advantages and higher contribution limits compared to other retirement accounts, such as SEP-IRAs.  One major advantage of a Solo 401(k) is the ability to contribute as both the employer and the employee. For 2024, the contribution limit as an employee is $23,000 (or $30,500 if age 50 or older), which can be made on a pre-tax or Roth basis. For employer contributions, the limit is up to 25% of compensation, bringing the total maximum contribution to $69,000 (or $76,500 for those 50+). Many plans now allow employer contributions to be made on a Roth basis as well. To be eligible, you must be a business owner with no full-time employees, which includes sole proprietors, independent contractors, freelancers, and small business owners. However, spouses of business owners may also participate, effectively doubling the possible contribution. Another key benefit is that a Solo 401(k) can be paired with backdoor Roth contributions, making it an attractive option for high-income earners looking for additional tax-advantaged savings. This offers a distinct advantage over Traditional IRAs and SEP-IRAs, which can trigger taxes on backdoor Roth conversions. A Solo 401(k) is an excellent retirement savings tool for self-employed individuals due to its high contribution limits and tax benefits. Additionally, some business owners may still be eligible to make a 2024 employer contribution if completed before the tax filing deadline.   Companies Discussed: LPL Financial Holdings Inc. (LPLA), Deckers Outdoor Corporation (DECK), Apple, Inc. (AAPL) & Delta Air Lines Inc. (DAL)

Saturday Morning with Jack Tame
Paul Stenhouse: Impact of tariffs on Apple, Nintendo halts pre-orders on the Switch 2

Saturday Morning with Jack Tame

Play Episode Listen Later Apr 4, 2025 4:50 Transcription Available


Apple is going to take a beating Goods shipped from China to the US will face 54% tariffs, and Vietnam —where Apple has shifted some of its manufacturing— has tariffs of 46%. The only good news for consumers is the inventory that's already in the US isn't subject to tariffs, and companies have been stockpiling inventory – but that will change. We also don't know how much of these tariffs will be absorbed into the profit margin, and how much will be passed on. It's partly why Apple's stock has taken a beating, because they're either going to see decreased revenue if consumers hold onto their devices longer, or their profits crunched by increased costs. Nintendo's halting pre-orders on its new console The hotly anticipated Switch 2 won't be taking pre-orders in the US on April 9th, as was the plan just two days ago. The company says it's taking the step "in order to assess the potential impact of tariffs and evolving market conditions”. Nintendo says the console's June 5th release date is unchanged. They also haven't said where its new consoles will be made. Initial feedback from the launch was about the price – from the console to the games to the accessories, things are more expensive all around. Switch 2 will hit stores at $449.99 USD / $799 NZD, along with new games “Mario Kart World” and “Street Fighter 6″. It's larger and faster than the OG Switch and includes a dedicated button to launch a chat with your friends. The improved processors mean 24 racers can compete in Mario Kart World at the same time. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The REDBAND Podcast
Apple Is Losing Over $1 Billion Per Year From Streaming Service

The REDBAND Podcast

Play Episode Listen Later Mar 27, 2025 41:36 Transcription Available


Recently, reports have hinted Apple Inc. might be potentially losing over $1 Billion per year over their Apple TV+ streaming service not generating enough revenue.(recorded on March 24, 2025)Watch the Video Format on Youtube: Coming Soon!LISTEN to us on our other various platforms:Apple Podcasts:https://podcasts.apple.com/us/podcast/the-red-band-podcast/id1559313468Spotify:https://open.spotify.com/show/3DtTVkV9HZz65ukS5FWETnIheartradio:https://www.iheart.com/podcast/269-the-redband-podcast-102663694/Subscribe & Follow to get the latest updates on new episode releases!Subscribe to our Patreon @ https://www.patreon.com/theredbandpodcastDiscussion Links Below:01:25 ~ Boxing Legend George Foreman Passes at 76 - https://www.nytimes.com/2025/03/21/sports/george-foreman-dead.html04:01 ~ Survey On What Movie-Goers Want To See - https://variety.com/2025/film/news/moviegoers-comedies-thrillers-global-cinema-study-1236340585/14:19 ~ NBCUniversal Sekks $7 Million For 2026 Super Bowl Commercials - https://variety.com/2025/tv/news/nbc-2026-super-bowl-commercials-7-millions-1236346646/23:44 ~ MAIN TOPIC

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Fran Tarkenton: Exclusive Billionaire Interview with NFL Legend, Business Mogul & Apple Investor

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Mar 25, 2025 31:53 Transcription Available


Send us a textWelcome to this exclusive interview with the legendary Fran Tarkenton. Widely regarded for revolutionizing the quarterback position with his incredible scrambling ability, Tarkenton led the Minnesota Vikings to three Super Bowl appearances in the 1970s. Over his 18-season NFL career, he earned the 1975 NFL MVP award and set numerous records that still stand today.But Fran's achievements extend far beyond the football field. While he earned approximately $1.2 million during his career, Tarkenton went on to build a remarkable fortune, amassing a net worth of over $300 million. His success in business includes founding Tarkenton Software and making savvy investments, including a notable stake in Apple Inc.In this exclusive conversation, Fran shares insights from his legendary football career, his entrepreneurial journey, and the strategies that have made him a successful businessman. Don't miss out on hearing from one of the most iconic figures in both sports and business.Discover more about Fran Tarkenton's incredible journey and explore other exclusive billionaire interviews on our website: https://billionaires.com/

healthsolutionsshawnjanet
Ep. 547 The Legal Howdunit of Lockdowns with Alix Mayer, MBA

healthsolutionsshawnjanet

Play Episode Listen Later Mar 17, 2025 61:50


Shawn & Janet Needham, R.Ph. have Alix Mayer, MBA on the podcast to talk about the COVID lockdowns. In 1996, Ms. Mayer was running a worldwide research group for Apple Inc., when she got 6 vaccines for a vacation and became disabled, brain damaged and lost her career. Now substantially recovered, she is Chairman and co-founder of Free Now Foundation, one of the leading medical freedom law non-profits in California. A retired workaholic, Ms. Mayer volunteers 60 hours a week to help run Free Now Foundation. Ms. Mayer formerly served on the Children's Health Defense (CHD) board, co-founded & served as Chairman of CHD's most successful Chapter in California, raising in excess of $5M, and served on RFK Jr's Presidential campaign finance committee, raising hundreds of thousands for the campaign. In 2022, she won the Golden Bear Award and a presentation she gave to Dr. Mercola was named a "Best of" interview. Ms. Mayer grew up in the Oscar Mayer family, and has degrees from Duke (BA) and Northwestern (MBA). Free Now Foundation Website | https://freenowfoundation.org Facebook | https://www.facebook.com/freenowfoundation.org Instagram | https://www.instagram.com/freenowusa/ X | https://x.com/freenowusa Rumble | https://rumble.com/user/FreeNowFound Health Solutions Facebook | https://www.facebook.com/HealthSolutionsPodcast Instagram | https://www.instagram.com/health_solutions_shawn_needham/ Moses Lake Professional Pharmacy Website | http://mlrx.com.com/ Shawn Needham X | https://x.com/ShawnNeedham2 Shawn's Book | http://mybook.to/Sickened_The_Book Additional Links https://linktr.ee/mlrx

healthsolutionsshawnjanet
Ep. 545 ABV: Anything but Vaccines with Alix Mayer, MBA

healthsolutionsshawnjanet

Play Episode Listen Later Mar 12, 2025 64:09


Shawn & Janet Needham, R.Ph. have Alix Mayer, MBA on the podcast to talk about Anything but Vaccines. In 1996, Ms. Mayer was running a worldwide research group for Apple Inc., when she got 6 vaccines for a vacation and became disabled, brain damaged and lost her career. Now substantially recovered, she is Chairman and co-founder of Free Now Foundation, one of the leading medical freedom law non-profits in California. A retired workaholic, Ms. Mayer volunteers 60 hours a week to help run Free Now Foundation. Ms. Mayer formerly served on the Children's Health Defense (CHD) board, co-founded & served as Chairman of CHD's most successful Chapter in California, raising in excess of $5M, and served on RFK Jr's Presidential campaign finance committee, raising hundreds of thousands for the campaign. In 2022, she won the Golden Bear Award and a presentation she gave to Dr. Mercola was named a "Best of" interview. Ms. Mayer grew up in the Oscar Mayer family, and has degrees from Duke (BA) and Northwestern (MBA). Free Now Foundation Website | https://freenowfoundation.org Facebook | https://www.facebook.com/freenowfoundation.org Instagram | https://www.instagram.com/freenowusa/ X | https://x.com/freenowusa Rumble | https://rumble.com/user/FreeNowFound Health Solutions Facebook | https://www.facebook.com/HealthSolutionsPodcast Instagram | https://www.instagram.com/health_solutions_shawn_needham/ Moses Lake Professional Pharmacy Website | http://mlrx.com.com/ Shawn Needham X | https://x.com/ShawnNeedham2 Shawn's Book | http://mybook.to/Sickened_The_Book Additional Links https://linktr.ee/mlrx

Machine Learning Street Talk
John Palazza - Vice President of Global Sales @ CentML ( sponsored)

Machine Learning Street Talk

Play Episode Listen Later Mar 10, 2025 54:50


John Palazza from CentML joins us in this sponsored interview to discuss the critical importance of infrastructure optimization in the age of Large Language Models and Generative AI. We explore how enterprises can transition from the innovation phase to production and scale, highlighting the significance of efficient GPU utilization and cost management. The conversation covers the open-source versus proprietary model debate, the rise of AI agents, and the need for platform independence to avoid vendor lock-in, as well as emerging trends in AI infrastructure and the pivotal role of strategic partnerships.SPONSOR MESSAGES:***CentML offers competitive pricing for GenAI model deployment, with flexible options to suit a wide range of models, from small to large-scale deployments. Check out their super fast DeepSeek R1 hosting!https://centml.ai/pricing/Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers. Events in Zurich. Goto https://tufalabs.ai/***TRANSCRIPT:https://www.dropbox.com/scl/fi/dnjsygrgdgq5ng5fdlfjg/JOHNPALAZZA.pdf?rlkey=hl9wyydi9mj077rbg5acdmo3a&dl=0John Palazza:Vice President of Global Sales @ CentMLhttps://www.linkedin.com/in/john-p-b34655/TOC:1. Enterprise AI Organization and Strategy [00:00:00] 1.1 Organizational Structure and ML Ownership [00:02:59] 1.2 Infrastructure Efficiency and GPU Utilization [00:07:59] 1.3 Platform Centralization vs Team Autonomy [00:11:32] 1.4 Enterprise AI Adoption Strategy and Leadership2. MLOps Infrastructure and Resource Management [00:15:08] 2.1 Technology Evolution and Enterprise Integration [00:19:10] 2.2 Enterprise MLOps Platform Development [00:22:15] 2.3 AI Interface Evolution and Agent-Based Solutions [00:25:47] 2.4 CentML's Infrastructure Solutions [00:30:00] 2.5 Workload Abstraction and Resource Allocation3. LLM Infrastructure Optimization and Independence [00:33:10] 3.1 GPU Optimization and Cost Efficiency [00:36:47] 3.2 AI Efficiency and Innovation Challenges [00:41:40] 3.3 Cloud Provider Strategy and Infrastructure Control [00:46:52] 3.4 Platform Independence and Vendor Lock-in [00:50:53] 3.5 Technical Innovation and Growth StrategyREFS:[00:01:25] Apple Acquires GraphLab, Apple Inc.https://techcrunch.com/2016/08/05/apple-acquires-turi-a-machine-learning-company/[00:03:50] Bain Tech Report 2024, Gartnerhttps://www.bain.com/insights/topics/technology-report/[00:04:50] PaaS vs IaaS Efficiency, Gartnerhttps://www.gartner.com/en/newsroom/press-releases/2024-11-19-gartner-forecasts-worldwide-public-cloud-end-user-spending-to-total-723-billion-dollars-in-2025[00:14:55] Fashion Quote, Oscar Wildehttps://www.amazon.com/Complete-Works-Oscar-Wilde-Collins/dp/0007144369[00:15:30] PointCast Network, PointCast Inc.https://en.wikipedia.org/wiki/Push_technology[00:18:05] AI Bain Report, Bain & Companyhttps://www.bain.com/insights/how-generative-ai-changes-the-game-in-tech-services-tech-report-2024/[00:20:40] Uber Michelangelo, Uber Engineering Teamhttps://www.uber.com/en-SE/blog/michelangelo-machine-learning-platform/[00:20:50] Algorithmia Acquisition, DataRobothttps://www.datarobot.com/newsroom/press/datarobot-is-acquiring-algorithmia-enhancing-leading-mlops-architecture-for-the-enterprise/[00:22:55] Fine Tuning vs RAG, Heydar Soudani, Evangelos Kanoulas & Faegheh Hasibi.https://arxiv.org/html/2403.01432v2[00:24:40] LLM Agent Survey, Lei Wang et al.https://arxiv.org/abs/2308.11432[00:26:30] CentML CServe, CentMLhttps://docs.centml.ai/apps/llm[00:29:15] CentML Snowflake, Snowflakehttps://www.snowflake.com/en/engineering-blog/optimize-llms-with-llama-snowflake-ai-stack/[00:30:15] NVIDIA H100 GPU, NVIDIAhttps://www.nvidia.com/en-us/data-center/h100/[00:33:25] CentML's 60% savings, CentMLhttps://centml.ai/platform/

Bloomberg Daybreak: US Edition
Trump Delays Canada, Mexico Tariffs; China Blasts Trump, Calls US Tariffs ‘Evil'

Bloomberg Daybreak: US Edition

Play Episode Listen Later Mar 7, 2025 19:05 Transcription Available


On today's podcast: 1) President Donald Trump exempted Mexican and Canadian goods covered by the North American trade agreement known as USMCA from his 25% tariffs, offering major reprieves to the US’s two largest trading partners. 2) China’s top diplomat accused Donald Trump of taking a hypocritical approach to bilateral ties and denounced tariffs, as tensions rise between the world’s largest economies. 3) Broadcom Inc. shares were on track for their biggest gain in 12 weeks in early trading after the chip supplier for Apple Inc. and other big tech companies gave an upbeat forecast, reassuring investors that spending on artificial intelligence computing remains healthy.See omnystudio.com/listener for privacy information.

Oral Arguments for the Court of Appeals for the Federal Circuit

Fintiv, Inc. v. Apple Inc.

Business Casual
Crypto Cheers For US ‘Crypto Reserve' & RIP Skype

Business Casual

Play Episode Listen Later Mar 3, 2025 27:23


Episode 530: Neal's back! Neal and Toby chat about Trump's announcement of the first US strategic crypto reserve that caused crypto prices to spike. Then, a tense episode in the oval office has some wondering if that's opened the possibility of companies returning to Russia. Plus, Skype is shutting down for good, says Microsoft. Meanwhile, the Oscars and a Chinese ice cream chain are the Weekend Winners. Finally, a preview of the week ahead. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments. The Nasdaq-100 Index® includes the 100 largest non-financial companies listed on the Nasdaq. An investment cannot be made directly into an index.  As of Feb. 7, 2025, the Invesco QQQ ETF held 8.68% in Apple Inc., 7.69% in Microsoft and 5.34% in Google. Holdings are subject to change and are not buy or sell recommendations.  Invesco Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oral Arguments for the Court of Appeals for the Federal Circuit

Fintiv, Inc. v. Apple Inc.

Do Zero ao Topo
STEVE JOBS: a vida do homem que criou a Apple - a empresa mais valiosa do mundo - Personalidades #8

Do Zero ao Topo

Play Episode Listen Later Feb 28, 2025 17:20


Steve Jobs foi um empresário norte-americano do ramo de tecnologia, fundador da Apple Computer, hoje Apple Inc. Pioneiro da indústria de computadores pessoais, teve enorme influência na adoção e popularização da informática como item de consumo de massas. Mas foi muito além disso.  Jobs é, até hoje, quase 15 anos após seu falecimento, exemplo de empreendedorismo, sucesso e obstinação. Por isso, a história dele será contada neste episódio de Do Zero ao Topo - Personalidades. Este episódio faz parte de uma nova série do nosso podcast, que vai contar, em cada episódio, a história de um grande inovador de sucesso. Para saber mais sobre a história do 'gênio da Apple' acesse: https://www.infomoney.com.br/perfil/steve-jobs/

Oral Arguments for the Court of Appeals for the Federal Circuit

BillJCo, LLC v. Apple Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit

BillJCo, LLC v. Apple Inc.

Oral Arguments for the Court of Appeals for the Federal Circuit

BillJCo, LLC v. Apple Inc.

Good Value by Antipodes Partners
Central Bank gold buying could see gold stocks soar in 2025 (and the Mag 7 stock to avoid)

Good Value by Antipodes Partners

Play Episode Listen Later Jan 30, 2025 32:37


Antipodes CIO, Jacob Mitchell joins Investment Director, Alison Savas, to discuss Antipodes' portfolio positioning and the outlook for global equities. Jacob also discusses why investors should watch gold stocks in 2025, and challenges that tech giant Apple Inc. (NASDAQ: AAPL) is facing. Key Times: The Trump inauguration: what now for markets? 1:00 Stocks vs bonds: mixed messages? 3:50 The outlook for US equities in 2025: 8:00 Are we on the cusp of a change in global fiscal impulse? 12:30 Can Europe's valuation discount narrow? 17:30 Outlook for Chinese equities: 19:50 AI inflection point and big shifts in Central Bank gold buying: 22:50 The bear case for Apple Inc (NASDAQ: AAPL): 28:30 More about Antipodes Partners: https://antipodes.com/ Stock commentary is illustrative only, not a recommendation to buy, hold, or sell any security. 

Schwab Market Update Audio
(Bonus) From On Investing: 2025 Market Outlook

Schwab Market Update Audio

Play Episode Listen Later Jan 9, 2025 33:59


What can investors expect from U.S. stocks and the global markets in the new year?Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.   All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.   Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.   All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.  Investing involves risk, including loss of principal.  Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0125-FAY3)

Schwab Market Update Audio
Yields, Broadcom in Focus as Busy Data Week Ends

Schwab Market Update Audio

Play Episode Listen Later Dec 13, 2024 6:02


Inflation and jobless claims data paint a mixed picture ahead of the Fed meeting. Investors are pondering Broadcom's results and a sharp rise in yields over the last few days.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1224)

Schwab Market Update Audio
Investors Look Ahead to ECB Meeting, PPI Data

Schwab Market Update Audio

Play Episode Listen Later Dec 12, 2024 5:25


Yesterday's rally followed an in-line CPI that raised hopes for a rate cut next week. Today, the ECB is expected to cut rates, and U.S. PPI will provide a look at wholesale prices.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1224)

Schwab Market Update Audio
CPI Countdown: Market on Edge Ahead of Price Data

Schwab Market Update Audio

Play Episode Listen Later Dec 11, 2024 4:56


Today's CPI data looms, and hot results could lower odds of rate cuts in early 2025. Still, it would take a very bad report to squash widespread hopes of a cut next week.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1224)

Schwab Market Update Audio
After Monday's Drop, Wall Street on Yield Watch

Schwab Market Update Audio

Play Episode Listen Later Dec 10, 2024 5:08


Investors have their eyes on Treasury yields following Monday's losses fueled partly by a yield rally. Rates could stay in focus ahead of Treasury auctions and CPI later this week.Here is Schwab's early look at the markets for Tuesday, December 10th: Major indexes begin the day licking their wounds and watching the bond market after moderate losses Monday to start a week dominated by U.S. inflation data and central bank meetings. Stocks finished near their lows yesterday, potentially putting the market in a weak spot on the charts as Tuesday dawns.Treasury yields rose across much of the curve Monday amid worries about tomorrow's Consumer Price Index (CPI) data and reaffirmation by President-elect Trump that he stands by his tariff and deportation policies, which the market see as inflationary.  Adding to pressure on bonds, which move the opposite direction of yields, was The New York Federal Reserve's November consumer inflation expectations for the year ahead climbing to 3% from 2.9% in October. That followed year-ahead inflation expectations jumping to 2.9% from 2.6% in Friday's University of Michigan's preliminary December consumer sentiment report, the highest in six months. "CPI & PPI loom large this week, and markets will be fixated on this inflation data," said Joe Mazzola, head trading and derivatives strategist at Schwab.Besides CPI, tomorrow brings a rate decision from the Bank of Canada followed by Thursday's expected rate cut by the European Central Bank (ECB). The CPI data and Thursday's Producer Price Index (PPI) could have a large impact on the U.S. rate outlook, but the Fed is seen almost certainly lowering rates when it gathers next week. Tech stumbled to start the week after driving last week's rally to record highs. The softness surfaced after China announced an anti-trust investigation into Nvidia (NVDA), which weighed on Nvidia and most other semiconductor stocks. Tech may find itself under more pressure today after Oracle (ORCL) disappointed late Monday with earnings that missed analysts' average estimate. Revenue came in as expected, dominated by AI-driven cloud performance, but shares fell 7% in pre-market trading. While Nvidia and semiconductors weighed on tech yesterday thanks partly to Beijing, not all the China news was bearish. China's Politburo shifted to looser monetary policy and promised more stimulus. This gave U.S.-listed Chinese stocks a boost and appeared to help U.S. gold mining and European luxury goods makers that might benefit from increased Chinese demand. Apple (AAPL), with a large presence in the Chinese market, registered a new all-time high Monday.  As of late Monday, traders saw an 86% chance rates will fall 25 basis points at the conclusion of the Federal Open Market Committee (FOMC) meeting December 17–18 and a 14% chance of no move, based on the CME FedWatch Tool. It's unlikely the Fed would want to rock the boat by pausing next week with the market primed for a cut. But the central bank might deliver a so-called "hawkish trim," meaning it could lower rates and also express caution in its updated projections and Fed Chairman Jerome Powell's press conference. Heading into Tuesday, the question is whether Wall Street sees any "buy the dip" action after Monday's washout. The worst performing S&P 500 sector yesterday was mega-cap dominated communication services, while only the defensive health care sector made any gains.The S&P 500® index (SPX) fell 37.42 points (0.61%) Monday to 6,052.85; the Dow Jones Industrial Average®($DJI) slipped 240.59 points (0.54%) to 44,401.93; and the Nasdaq Composite®($COMP) fell 123.08 points (0.62%) to 19,736.69.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(1124-0130)

Schwab Market Update Audio
Tech-Driven Rally Persists After Mixed Jobs Data

Schwab Market Update Audio

Play Episode Listen Later Dec 6, 2024 10:48


Two major indexes climbed, and the S&P 500 posted new record highs after the jobs report raised rate cut hopes. Tech led, but most sectors fell. The SPX is up three straight weeks.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

Schwab Market Update Audio
Rally Stalls with Crucial Jobs Report Up Next

Schwab Market Update Audio

Play Episode Listen Later Dec 5, 2024 10:19


Major indexes lost ground ahead of tomorrow morning's monthly jobs report. Consumer discretionary stocks led on airline strength, info tech sagged, and bitcoin surged.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

Schwab Market Update Audio
Tech Takes Charge Again on Signs of Solid Demand

Schwab Market Update Audio

Play Episode Listen Later Dec 4, 2024 10:31


Earnings from Salesforce and Marvell Technology showed strong AI demand, helping tech, though some sectors got left behind. Powell seems in no hurry to cut rates, but yields fell.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

Schwab Market Update Audio
Rally Stalls Despite Mega-Cap Gains, Awaiting Data

Schwab Market Update Audio

Play Episode Listen Later Dec 3, 2024 10:35


Though several mega caps sparked a Nasdaq gain, most of the market was flat to lower in a session that lacked direction awaiting Powell's remarks tomorrow and jobs data Friday.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.