Podcasts about apple microsoft

Starring:k_katsumi, sonson_twit, 1024jp, kateinoigakukun, d_date 1. お久しぶりすぎて、近況 2. 学会誌のお値段 3. @kateinoigakukun 大学卒業 4. @k_katsumi SAMBAいじり - https://github.com/kishikawakatsumi/SMBClient 5. @d_date 忙しいけど、小田原で滝に打たれようとしてきた 6. @1024jp https://store.steampowered.com/app/1569580/Blue_Prince 7. WWDC is comming up! 8. Apple....大丈夫か 9. なぜか、Apple好きにもウケがいいMicrosoft 365 10. @sonson_twit JAPAN JAM 2025で結束バンドを前方席で見てきた！ 11. emby - https://emby.media/ 12. emplayer - https://github.com/sonsongithub/EMPlayer 12. Copilotがおばかさん 13. そして、定番のSWiftUIの悪口・・・・

TRANSLATION MENU: LOOK UPPER RIGHT BELOW THE SOCIAL MEDIA ICONS. IT OFFERS EVERY LANGUAGE AVAILABLE AROUND THE WORLD! ALSO, SOCIAL MEDIA AND PRINT ICONS ARE AT THE BOTTOM OF THIS POST!   Sixteen years on the streets, living and working with the people of China, Jeff               For donations,... The post China's Tech Titans (Alibaba, DeepSeek, et al.) versus USA's Magnificent Eight (Apple, Microsoft, et al.): it's getting embarrassing and nothing Trump does will stop the growing disparity. China Rising Radio Sinoland 250420 appeared first on CHINA RISING RADIO SINOLAND.

Österreich hat eine neue Regierung, und der AI Talk einen neuen Gast: Matthias Lipp, Gründer von AI Empowered Politics und ehemaliger Klubdirektor der NEOS, schaltet sich in Folge #16 ein, um mit den Podcast-Hosts Clemens Wasner, selbst KI-Unternehmer bei EnliteAI und außerdem Chairman von AI Austria, und Jakob Steinschaden von Trending Topics, die AI-Ziele der neuen Bundesregierung zu diskutieren. Außerdem die Themen:- AI Fails von Apple- Microsoft & OpenAI - die große Scheidung- Anthropic-Bewertung steigt auf 61,5 Mrd. Dollar- KI Phone von der Deutschen Telekom- Startup der Woche: Impact AI Wenn dir diese Folge gefallen hat, lass uns doch vier, fünf Sterne als Bewertung da und folge dem Podcast auf Spotify, Apple Music und Co. Für Anregungen, Kritik, Feedback oder Wünsche zu künftigen Gästen schick uns jederzeit gerne eine Mail an ⁠⁠⁠⁠⁠feedback@trendingtopics.at⁠⁠⁠⁠⁠.

Nach der Bundestagswahl ist der DAX in Richtung des Rekordhochs gestiegen, während der österreichische ATX deutlich zugelegt hat. Dieses Thema bespricht Finanzspezialist Egmond Haidt im Podcast ebenso wie den Kurseinbruch bei Bitcoin. Zudem stehen die neuesten Zahlen und Nachrichten zu Apple, Microsoft, Mercedes-Benz, Airbus, MTU Aero Engines und Heidelberg Materials im Fokus.Nun warten Investoren auf die Nvidia-Zahlen am Mittwochabend, am Freitagnachmittag folgen wichtige Inflationsdaten aus den USA Wie geht es in diesem Umfeld weiter bei S&P 500, Nasdaq und DAX, Euro-Dollar, Öl, Gold und Bitcoin?Wichtige rechtliche Hinweise (www.bnp.de/service/disclaimer/rechtliche-hinweise)Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte (https://www.derivate.bnpparibas.com/service/disclosure/mad-mar)Informationen über Interessen und Interessenkonflikte des Erstellers (https://news.derivate.bnpparibas.com/wp-content/uploads/egmond_pdfs/Offenlegung_EgmondHaidt.pdf)

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   TSMC & Broadcom Eye Control Of Intel? https://x.com/PatrickMoorhead/status/1890534596305199444 https://x.com/PatrickMoorhead/status/1890754946821222816 https://x.com/PatrickMoorhead/status/1890577982206460078 https://x.com/PatrickMoorhead/status/1890754949845274750 https://x.com/danielnewmanUV/status/1891189011835727903 https://x.com/danielnewmanUV/status/1891902924634140900 https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9 https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b   Lenovo Q3FY25 Earnings https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis. https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/ https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html   What HP Acquiring Humane Means for AI https://x.com/danielnewmanUV/status/1891981440625369418 https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/ https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html   Groking Grok-3 https://x.com/danielnewmanUV/status/1891845938404012528 https://x.com/danielnewmanUV/status/1891988379631239487 https://x.com/PatrickMoorhead/status/1891829617800982706 https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/ https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670   Apple iPhone 16e And Its New Modem https://x.com/danielnewmanUV/status/1892294426027823194 https://x.com/PatrickMoorhead/status/1892291469139996926 https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2 https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html   Microsoft Majorana 1 Quantum https://x.com/danielnewmanUV/status/1892341026955596241 https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/ https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Om Shownotes ser konstiga ut (exempelvis om alla länkar saknas. Det ska finnas MASSOR med länkar) så finns de på webben här också: https://www.enlitenpoddomit.se    Avsnitt 492 spelades in den 18 februari och därför så handlar dagens avsnitt om:     INTRO: - Alla har haft en vecka... David har jobbat och hunnit räkna på en grej (hur mycket pengar han ska ha från Spotify). Börn har haft en mellan vecka. Johan har kalibrerat #d-skrivare, och pluggat hinduism, och en del innebandy, haft luncher å sånt, bland annat ett copilot event i onsdags.      FEEDBACK AND BACKLOG: - Spotifys "nya" tjänst   https://swedroid.se/rapport-spotifys-prenumeration-med-hogre-ljudkvalitet-och-nya-funktioner-heter-music-pro/  - Veckans "no shit sherlock!". Because thats what WE are thinking…   https://news.slashdot.org/story/25/02/13/1349244/uk-demand-for-a-back-door-to-apple-data-threatens-americans-lawmakers-say  - Idag är det 15 år sedan som WikiLeaks publicerade sin första artikel   https://www.history.com/this-day-in-history/wikileaks-publishes-first-documents-leaked-by-chelsea-manning       ALLMÄNT NYTT - Bitwarden firar Alla Hjärtans Dag   https://bitwarden.com/blog/introducing-bitwarden-cupid-vault-to-securely-share-and-unshare-passwords/  - Bunchy i Public Domain   https://hackaday.com/2025/02/14/3dbenchy-sets-sail-into-the-public-domain/  - Amazon täpper till   https://gizmodo.com/amazon-is-making-it-harder-to-move-your-e-books-around-2000564129    - BONUSLÖNK: https://calibre-ebook.com/  - E-ink möter interaktivt berättande   https://www.techspot.com/news/106799-e-ink-technology-meets-interactive-storytelling-new-hybrid.html    - BONUSLÖNK: https://sv.wikipedia.org/wiki/Stugan  - Jättebäbisen blockerar Signal-länkar på sin plattform   https://techcrunch.com/2025/02/17/x-is-blocking-links-to-signal-a-secure-messaging-platform-used-by-federal-workers/  - Brusreducering kan påverka hjärnan   https://www.techspot.com/news/106790-audiologists-suspect-link-between-anc-hearing-problems-young.html    https://techcrunch.com/2025/02/17/are-your-noise-canceling-headphones-messing-with-your-head/    - BONUSLÖNK: https://en.wikipedia.org/wiki/Auditory_processing_disorder      MICROSOFT - Microsoft berättar att "Andruil" (Who dat?) tar över tillverkning av "The US armys integrated visual augmentation systems (IVAS)"   https://www.thurrott.com/hardware/augmented-reality-mixed-reality/microsoft-hololens/317036/microsoft-partners-with-anduril-to-offload-u-s-army-hololens-contract  - Såhär snabbt har det aldrig varit tidigare   https://www.thurrott.com/cloud/web-browsers/microsoft-edge/317384/microsoft-brings-more-performance-improvements-to-edge      APPLE - Microsoft hittar malware på Mac   https://www.bleepingcomputer.com/news/security/microsoft-spots-xcsset-macos-malware-variant-used-for-crypto-theft/  - Har du ett en jobb telefon och en privat telefon? Eller köpt saker på ett gammalt kontp   https://apple.slashdot.org/story/25/02/12/2110211/apple-now-lets-you-move-purchases-between-your-25-years-of-accounts  - Platsar denna bäst under Microsoft eller Apple??   https://9to5mac.com/2025/02/16/iphone-se-3-windows-phone-nokia-lumia-hardware-mod/      GOOGLE: - OnePlus stoppar in ett jätte-batteri i OnePlus 13 Mini   https://9to5google.com/2025/02/17/oneplus-13-mini-battery-report/  - Android 16 får batterihälsa   https://swedroid.se/google-kan-borja-visa-batterihalsan-i-android-16/  - Passar denna bäst under Apple eller Google?   https://apple.slashdot.org/story/25/02/12/2317258/apple-tv-finally-comes-to-android-phones-tablets      EVENT:  - Kort info: Microsoft Build blir 19-22 Maj   https://www.thurrott.com/microsoft/316752/microsofts-build-2025-conference-will-be-on-may-19-22   - Google I/O är 20-21 Man   https://www.thurrott.com/dev/317058/google-i-o-2025-to-overlap-with-microsoft-build-2025      TIPS: - Anders har gjort det igen!!    https://eurovision-simulator-anders26.replit.app/     PRYLLISTA - David: Mer Lego-blommor: https://www.lego.com/sv-se/product/mini-orchid-10343  - Björn:  I Maj kommer  Doom: The Dark Ages så… https://virtuix.com/omni-one-core  - Johan: TRMNL | E-ink dashboard to stay focused - https://usetrmnl.com/      EGNA LÄNKAR - En Liten Podd Om IT på webben,      http://enlitenpoddomit.se/  - En Liten Podd Om IT på Facebook,      https://www.facebook.com/EnLitenPoddOmIt/  - En Liten Podd Om IT på Youtube,      https://www.youtube.com/enlitenpoddomit  - Ge oss gärna en recension    - https://podcasts.apple.com/se/podcast/en-liten-podd-om-it/id946204577?mt=2#see-all/reviews      - https://www.podchaser.com/podcasts/en-liten-podd-om-it-158069      LÄNKAR TILL VART MAN HITTAR PODDEN FÖR ATT LYSSNA: - Apple Podcaster (iTunes), https://itunes.apple.com/se/podcast/en-liten-podd-om-it/id946204577  - Overcast, https://overcast.fm/itunes946204577/en-liten-podd-om-it  - Acast, https://www.acast.com/enlitenpoddomit  - Spotify, https://open.spotify.com/show/2e8wX1O4FbD6M2ocJdXBW7?si=HFFErR8YRlKrELsUD--Ujg%20  - Stitcher, https://www.stitcher.com/podcast/the-nerd-herd/en-liten-podd-om-it  - YouTube, https://www.youtube.com/enlitenpoddomit      LÄNK TILL DISCORD DÄR MAN HITTAR LIVE STREAM + CHATT - http://discord.enlitenpoddomit.se    (Och glöm inte att maila bjorn@enlitenpoddomit.se  om du vill ha klistermärken, skicka med en postadress bara. :) 

In dieser echtgeld.tv-Episode sprechen Tobias Kramer und Tech-Analyst Philipp "Pip" Klöckner (Doppelgänger-Podcast) über die aktuellen Entwicklungen bei den größten Tech-Giganten der Welt. Sie interpretieren dabei auch die jüngsten Quartalszahlen und diskutieren die Chancen und Risiken der entsprechenden Aktien.

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading higher, with Sydney up nearly 0.75% and Tokyo in the green. Michelle discusses Apple's impressive earnings, despite challenges in China, and breaks down the latest from Microsoft, Meta, and Tesla. Las Vegas Sands faces a revenue dip, with Macau struggling, while Marina Bay Sands expands. The AI race heats up with new competition from China's DeepSeek, and insights on Toyota's global dominance and Singapore Airlines' top ranking. Hear Michelle Martin discuss the latest in markets with Ryan Huang.See omnystudio.com/listener for privacy information.

Te llevo a conocer las oficinas de estas grandes empresas tecnológicas en Seattle Estados Unidos.

Zum Start in die neue Handelswoche haben S&P 500, Nasdaq und DAX deutlich zugelegt und nähern sich ihren Rekordhochs. Zudem hat Bitcoin die Marke von 100.000 Dollar geknackt. Diese Themen werde ich im Podcast ebenso besprechen wie die neuesten Zahlen und Nachrichten zu Tesla, Nvidia, Apple und Microsoft.Nun warten Investoren gespannt auf das Fed-Protokoll am Mittwochabend, am Freitag steht der wichtige US-Arbeitsmarktbericht ganz oben auf der Agenda. Wie geht es in diesem Umfeld weiter bei S&P 500, Nasdaq und DAX, Euro-Dollar, Öl, Gold und Bitcoin? Wichtige rechtliche Hinweise (www.bnp.de/service/disclaimer/rechtliche-hinweise)Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte (https://www.derivate.bnpparibas.com/service/disclosure/mad-mar)Informationen über Interessen und Interessenkonflikte des Erstellers (https://news.derivate.bnpparibas.com/wp-content/uploads/egmond_pdfs/Offenlegung_EgmondHaidt.pdf)

The IBM / Red Hat Leaks: What we've learned so far: https://lunduke.locals.com/post/5515346/the-ibm-red-hat-leaks-what-weve-learned-so-far More from The Lunduke Journal: https://lunduke.com/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lunduke.substack.com/subscribe

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Salesforce Dreamforce: Clippy's Revenge or AI DiWhy? https://x.com/PatrickMoorhead/status/1836184284186734718 https://x.com/PatrickMoorhead/status/1836186297377132646 https://x.com/PatrickMoorhead/status/1836150382772498876 https://x.com/PatrickMoorhead/status/1836139602094309786 https://x.com/PatrickMoorhead/status/1836127091622056180 https://x.com/PatrickMoorhead/status/1836097337091133503 https://x.com/PatrickMoorhead/status/1836104614250434981 https://x.com/PatrickMoorhead/status/1836092834426032518 https://x.com/PatrickMoorhead/status/1836091773283909890 https://x.com/PatrickMoorhead/status/1835825544786837564 https://x.com/danielnewmanUV/status/1836184837394436555 https://x.com/danielnewmanUV/status/1836114902030909846 https://x.com/danielnewmanUV/status/1836090895533510720 https://x.com/danielnewmanUV/status/1836102566800929235 https://x.com/danielnewmanUV/status/1836099199412375716 https://x.com/danielnewmanUV/status/1836098869463257488 https://x.com/danielnewmanUV/status/1836098537215660117 https://x.com/danielnewmanUV/status/1836093854166229446 https://x.com/danielnewmanUV/status/1836093752252993727 https://x.com/danielnewmanUV/status/1836093426900902261 https://x.com/danielnewmanUV/status/1836093238836629734 https://x.com/danielnewmanUV/status/1836093022259548513 https://x.com/danielnewmanUV/status/1836092938138587282 https://x.com/danielnewmanUV/status/1836092656633688530 https://x.com/danielnewmanUV/status/1836548686245228844   Intel's Crazy News Week, Including A Qualcomm Acquisition? https://x.com/PatrickMoorhead/status/1835772073060553147 https://x.com/PatrickMoorhead/status/1836080610668057079 https://x.com/PatrickMoorhead/status/1835752256118935753 https://x.com/danielnewmanUV/status/1836134343951147121 https://x.com/danielnewmanUV/status/1836149811902546183 https://x.com/danielnewmanUV/status/1835748177401794737 https://x.com/danielnewmanUV/status/1835749151272808681 https://x.com/danielnewmanUV/status/1835364114752999756 https://techcrunch.com/2024/09/16/intel-inks-ai-chip-deal-with-aws-pauses-plans-in-poland-and-germany/   TMobile TBones AT&T & Verizon w/ TPriority https://x.com/PatrickMoorhead/status/1837110609881747788 https://x.com/PatrickMoorhead/status/1836455142859985068 https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders https://www.ems1.com/police-products/technology/police-wireless-networking/t-mobile-introduces-t-priority-featuring-the-worlds-first-network-slice-for-first-responders   HPE Gets A BofA Upgrade https://x.com/PatrickMoorhead/status/1836084790858309762 https://x.com/danielnewmanUV/status/1836060691285082141 https://x.com/danielnewmanUV/status/1836083310327685235 https://www.investors.com/news/technology/hpe-stock-upgraded-buy-bank-of-america/ https://www.investopedia.com/hewlett-packard-enterprise-gets-bank-of-america-upgrade-on-ai-cost-cuts-8713934   iPhone 16 Sales - Are You Not Entertained? https://x.com/PatrickMoorhead/status/1837170576001020327 https://finance.yahoo.com/news/apples-iphone-16-goes-sale-143211182.html https://www.cnbc.com/2024/09/18/t-mobile-ceo-says-iphone-16-is-selling-more-than-last-years-model.html https://www.yahoo.com/tech/apples-iphone-16-stores-now-121500770.html https://www.tomsguide.com/phones/iphones/iphone-16-pre-order-sales-have-a-surprising-big-winner-and-a-very-big-loser https://qz.com/apple-iphone-16-pre-orders-sales-intelligence-ai-1851651638   Microsoft & BlackRock Sitting in a Tree https://news.microsoft.com/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/ https://www.cnbc.com/2024/09/17/microsoft-blackrock-form-gaiip-to-invest-in-ai-data-centers-energy.html https://x.com/PatrickMoorhead/status/1835826494331080785 https://www.thestreet.com/investing/stocks/microsoft-blackrock-and-nvidia-unite-for-30b-ai-power-play https://www.reuters.com/technology/artificial-intelligence/microsoft-blackrock-plan-30-bln-fund-invest-ai-infrastructure-ft-reports-2024-09-17/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

In this episode, Scott Becker highlights the year-to-date performance of some of the biggest companies, including Apple, Microsoft, Walmart, and Amazon. With Walmart up 50% and Amazon up 23%, Scott examines the key drivers behind these retail giants’ success, as well as the continued strong performance of tech titans Apple and Microsoft.

In this episode, Scott Becker highlights the year-to-date performance of some of the biggest companies, including Apple, Microsoft, Walmart, and Amazon. With Walmart up 50% and Amazon up 23%, Scott examines the key drivers behind these retail giants’ success, as well as the continued strong performance of tech titans Apple and Microsoft.

Der Goldpreis steigt fast täglich auf neue Rekordhochs, zudem nehmen S&P 500 und DAX ihre Rekordhochs ins Visier. Außerdem ist Euro-Dollar in die Nähe des höchsten Niveaus seit Juli 2023 geklettert. Die Gründe hierfür analysiert Finanzspezialist Egmond Haidt im Podcast ebenso wie die neuesten Zahlen und Nachrichten zu Nvidia, Apple, Microsoft, Oracle und Adobe.Nun warten Investoren gespannt auf Fed-Sitzung am Mittwochabend, sie ist von großer Bedeutung für die weitere Entwicklung an den Börsen. Wie geht es in diesem Umfeld weiter bei S&P 500, Nasdaq und DAX, Euro-Dollar, Öl, Gold und Bitcoin?Wichtige rechtliche Hinweise (www.bnp.de/service/disclaimer/rechtliche-hinweise)Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte (https://www.derivate.bnpparibas.com/service/disclosure/mad-mar)Informationen über Interessen und Interessenkonflikte des Erstellers (https://news.derivate.bnpparibas.com/wp-content/uploads/egmond_pdfs/Offenlegung_EgmondHaidt.pdf)

Get AI News: https://rehdogg.com/ainews Normal hours for new show 6:00 pm Eastern Standard Time Stream full theme songs: https://rehdogg.bandcamp.com/album/r-b-ai-news-theme-songs

Jérôme Colombain et Bruno Guglielminetti discutent des retards de technologies en Europe par Meta et Apple à cause des régulations, donnant l'impression que les Européens sont pris en otage. Ils critiquent Apple pour avoir utilisé des transcriptions YouTube sans permission pour entraîner son IA. Microsoft lance un outil graphique similaire à Canva, illustrant la concurrence. Enfin, ils mentionnent Aspect, un réseau social où l'on interagit avec des IA, montrant les avancées et défis de l'IA.

The CEOs of Microsoft, Google, Apple and Meta have all condemned the attempted assassination of former President Donald Trump at a rally in Pennsylvania on Saturday.Astronomers say they've created the most detailed - and first - weather report for two distant worlds beyond our own solar system. We speak to the lead author of the report, Professor Beth Biller from the Institute of Astronomy at the University of Edinburgh.Also in this episode:Guide dogs avoid London floating bus stops 'because they fear they're dangerous'Spacesuits inspired by Dune, designed to recycle urine and make drinking waterAncient woolly mammoth DNA reconstructed in 3D for the first timeNYC drones protecting swimmers from sharks are ‘being attacked by angry birds'Elden Ring: Shadow of the Erdtree player beats DLC boss with... rocks Hosted on Acast. See acast.com/privacy for more information.

Pre-IPO stock valuations = www.agdillon.com/reportsPre-IPO weekly market update pdf = www.agdillon.com/updatePre-IPO stock index fact sheet = www.agdillon.com/index00:07 | Axiom Space, Gravitics space station deal- Axiom Space, Gravitics develop space stations- $125m deal to develop new space station- Drive in-space manufacturing (new industry!)- SpaceX rockets will deliver new space station to orbit- Axiom Series C in Aug 2023 put the company at a $2.5b valuation- Gravitics posted a seed round in Dec 2022 at a $100m valuation01:41 | $50m for Athletic Brewing- Non-alcoholic beer- General Atlantic led- 10th largest US craft brewery- 19% non-alcoholic beer market share- $90m 2023 revenue, 3m cases sold- $800m valuation- 40% of Americans … 49% millennials, 61% Gen Z … trying to drink less alcohol02:25 | Neuralink second patient next week- Brain computer interface company- First patient, Noland Arbaugh (Jan 2024), can control a computer with just thoughts- Goal is to mitigate chip “thread” retraction and improve thread placement- $7.7b secondary market valuation, +122% vs its Nov 2023 round03:22 | xAI kills Oracle deal- AI large language model company- Owned by Elon Musk, X owns 25%- xAI was renting 24k Nvidia chips from Oracle- Deal ended as xAI building 100k Nvidia chip facility in Tennessee- $24b secondary market valuation, flat to its May 2024 round04:03 | $270m “investment” fund from Shein- Fast fashion company, direct to consumer- $270m into UK/Europe to combat industry waste, support regional brands- IPO expected on London Stock Exchange- Headquartered in Singapore, developed market company?- $66b valuation in its May 2023 Series G04:53 | AGI test from OpenAI- AI large language model business- New test details exactly what an artificial general intelligence (AGI) is- 5 “Levels”, OpenAI currently at Level 1- Level 5 has AI performing organizational work, or AI has autonomous decision making- CEO Altman believes AGI will be accomplished by 2030- $105b secondary market valuation, +22% vs its Apr 2024 last round05:44 | Apple, Microsoft off OpenAI board- Microsoft is $13b investor in OpenAI- OpenAI to power Apple Siri assistant- US/EU regulators voices antitrust concerns- Both companies recused themselves from board observer roles- OpenAI plans to consistently meet with both in future, so no real change?06:35 | 400% increase in SpaceX Starship launches- Space payload delivery and satellite internet company (Starlink)- Seek FAA approval to increase from 4 to 25 Starship launches- Starship has 4x the payload capacity of the current Falcon 9 and 97% less expensive per launch ($2m vs $62m)- $199b secondary market valuation, +10% vs its Jan 2024 round- Note that SpaceX is currently closing a tender round at a $210b valuation07:32 | Pre-IPO -0.23% for week, +62.79% for last 1yr- www.agdillon.com/reports for full pdf- Up week: Chime +13.6%, CoreWeave +8.5%, SpaceX +2.3%, Anthropic +1.8%, ByteDance +1.3%- Down week: Groq -21.9%, Ramp -8.5%, eToro -2.0%, Notion -1.2%, Scale AI -1.0%- Top valuations: ByteDance $289b, SpaceX $199b, OpenAI $105b, Stripe $78b, Databricks $44b08:23 | 2024 Pre-IPO Stock Vintage Index week performance- www.agdillon.com/index for pdf with constituents level performance by year- 2024 Vintage Index top contributors since inception: Rippling +107%, Anduril +56%, Revolut +56%, Klarna +45%, Epic Games +37%- Key metric averages for all Vintage Indexes 5 years old or older…444% cumulative return since inception61% realized, distributed to investors5.44 TVPI; 3.31 DPI, 2.13 RVPI4.1 years to return the fund

สมัครสมาชิก YouTube Membership ของ Mission To The Moon ได้ที่ https://bit.ly/3HAjwOI (จากนั้นคลิก “สมัคร” หรือ “Join”) . เชื่อว่าคงมีใครหลายคนไม่เคยคาดคิดมาก่อนว่า จะมีบริษัทใดเติบโตจนถึงขั้นมีมูลค่าแซงหน้า Microsoft และ Apple ได้ เพราะทั้งสองบริษัทนี้ถือว่าครองตลาดติดลมบนมาอย่างยาวนาน แต่เมื่อไม่กี่วันก่อน “Nvidia” สามารถทำได้! (แม้ตอนนี้จะลงมาอยู่อันดับ 3 เช่นเดิมก็ตาม) . คำถามคือ Nvidia คือใคร ทำไมถึงเทียบชั้น Microsoft และ Apple ได้? ใน MM Podcast EP. นี้ เราจะพาทุกคนไปรู้จักกับ Nvidia ให้มากขึ้น ว่าเป็นใคร มาจากไหน เด่นดังเรื่องอะไร รวมถึงส่องแนวคิดของ Jensen Huang ผู้นำทัพของ Nvidia ว่ามีแนวคิดในการนำคนและธุรกิจอย่างไร ทำไมถึงพาบริษัทมาได้ไกลขนาดนี้ . เชิญรับฟังพร้อมๆ กันได้ใน MM Podcast EP.2167 | ถอดกลยุทธ์ Nvidia จากเกมมิงสู่การครองตลาด AI เทียบชั้น Apple-Microsoft . . #missiontothemoon #missiontothemoonpodcast

สมัครสมาชิก YouTube Membership ของ Mission To The Moon ได้ที่ https://bit.ly/3HAjwOI (จากนั้นคลิก “สมัคร” หรือ “Join”) . เชื่อว่าคงมีใครหลายคนไม่เคยคาดคิดมาก่อนว่า จะมีบริษัทใดเติบโตจนถึงขั้นมีมูลค่าแซงหน้า Microsoft และ Apple ได้ เพราะทั้งสองบริษัทนี้ถือว่าครองตลาดติดลมบนมาอย่างยาวนาน แต่เมื่อไม่กี่วันก่อน “Nvidia” สามารถทำได้! (แม้ตอนนี้จะลงมาอยู่อันดับ 3 เช่นเดิมก็ตาม) . คำถามคือ Nvidia คือใคร ทำไมถึงเทียบชั้น Microsoft และ Apple ได้? ใน MM Podcast EP. นี้ เราจะพาทุกคนไปรู้จักกับ Nvidia ให้มากขึ้น ว่าเป็นใคร มาจากไหน เด่นดังเรื่องอะไร รวมถึงส่องแนวคิดของ Jensen Huang ผู้นำทัพของ Nvidia ว่ามีแนวคิดในการนำคนและธุรกิจอย่างไร ทำไมถึงพาบริษัทมาได้ไกลขนาดนี้ . เชิญรับฟังพร้อมๆ กันได้ใน MM Podcast EP.2167 | ถอดกลยุทธ์ Nvidia จากเกมมิงสู่การครองตลาด AI เทียบชั้น Apple-Microsoft . . #missiontothemoon #missiontothemoonpodcast

Zapraszamy! Ciekawe użycie Taba S9. Zachęcamy do obserwowania podcastu na Twitterze oraz Facebooku. A także naszych prywatnych profili: Sławek, Damian.

In this episode, Scott discusses the market caps of 3 behemoths having a great year.

In this episode, Scott discusses the market caps of 3 behemoths having a great year.

In today's episode of "Market View,"  Michelle Martin and guest Willie Keng, Founder of Dividend Titan, dive into Tesla's $56 billion pay package for Elon Musk, approved despite opposition, and explore the implications of its share price drop. Both also discuss Apple's resurgence as America's most valuable company, its partnership with OpenAI, and what this means for both companies. The duo then turn to the broader market performance, highlighting new record highs for the S&P 500 and NASDAQ. Finally, we play UP or DOWN with Adobe's earnings surge and Mapletree Logistics Trust's recent asset sales. See omnystudio.com/listener for privacy information.

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to an inflation surprise: The Producer Price Index showing a decline in May on a month-to-month basis. The anchors also discussed Elon Musk's claim that Tesla shareholders are backing his massive 2018 pay package "by wide margins" -- hours ahead of the company's annual meeting. Riding the AI rally: Broadcom shares soared to fresh record highs after posting a Q2 beat and setting a 10-for-1 stock split. Williams-Sonoma announced its own stock-split -- 2-for-1. Also in focus: Nasdaq hits another all-time high, Apple-Microsoft battle for market cap supremacy, Paramount deal update, former President Trump to meet with top CEOs. Squawk on the Street Disclaimer

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here. A few weeks ago, Microsoft announced its new Surface Laptop with Copilot + PC, which it intends to be a direct competitor with the MacBook Air. On the one hand, it's an interesting attempt to get Windows PCs back into competition. ON the other hand, it's also an attempt by Microsoft to wind LLMs an AI into its operating system. In this ep, we talk about the Apple/Microsoft rivalry, and whether these attempts to cram AI in at the operating system level will appease investors who are looking for revenue. Links Down Round on X Down Round on Instagram Down Round on TikTok See omnystudio.com/listener for privacy information.

A question about the spectrum between LLMs and AGI spawns a conversation about where and how AI might introduce upheaval in the workplace, what TSMC can teach us about probabilistic LLMs, whether AI will be a feature for all big companies or a differentiating product for one winner, and frustrations at the barriers to entry that have thus far allowed big tech to retain control of AI's mainstream applications. Also: An important note about Scarlett Johannson.

Boeing-Airbus, c'est LE duopole emblématique ! Tout comme Coca-Pepsi ou Apple-Microsoft dans les années 80, 90 et 2000, ce type de duel fascine. Le gagnant est aujourd'hui clair : Airbus gagne des parts de marchés depuis 4 ans. Mais les déboires actuels de Boeing sont-ils (forcément) une bonne nouvelle pour géant européen ?

In this episode, Dan, Erik and Antonio discuss Don Lemon's interview with Elon Musk, the Dune 2 and Napoleon releases, polyamory, the Apple antitrust case, and fatherly advice. Happy birthday Antonio! If you're looking for an ERP platform, check out NetSuite: https://netsuite.com/zen -- now through April 15th NetSuite is offering a one-of-a-kind flexible financing program. – SPONSORS: NETSUITE NetSuite has 25 years of providing financial software for all your business needs. More than 36,000 businesses have already upgraded to NetSuite by Oracle, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform head to NetSuite: http://netsuite.com/zen and download your own customized KPI checklist. – FOLLOW ON X: @eriktorenberg (Erik) @dwr (Dan) @agm.eth (Antonio) @moz_podcast (Moment of Zen) @TurpentineMedia -- TIMESTAMPS: (00:00) Don Lemon's Interview with Elon Musk (02:48) The Media Shift and the Decline of Slow Journalism (06:37) On Public Figures and Platforms (11:58) Fatherly Advice (17:10) Sponsor - Netsuite | Turpentine (24:58) Napoleon's Portrayal in Ridley Scott's Film (34:37) Dune 2 commentary (41:48) Who liked David Lynch's Adaptation of Dune? (43:57) The Evolution of Movie-Going: From Digital to Analog Luxury (45:33) Polyamory Discourse (48:37) Microsoft, Apple, and Antitrust Laws (56:57) The TikTok Conundrum (1:03:31) Age, Diet, and Digital Sabbaths (1:11:46) Aella's Legacy: Free Speech, Polyamory, and Creator Economy (1:14:33) Wrap This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co.

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Episode 234: Neal and Toby discuss the battle between Microsoft and Apple to be the biggest company in the United States. Plus, Hertz sells off over 20k electric vehicles and a breakdown of all the drama happening at ESPN. Next a roundup of all the biggest tech layoffs and the biggest takeaways from CES. Finally, what is going on with the toilets at Eton? Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

What are the major headlines making news on the first day of trading from the newly approved bitcoin spot ETF? What are the major factors leading to mass tech layoffs in the US? Why is Citigroup at risk of a quarterly loss? What's next for Fujitsu? Michelle Martin speaks to Ryan Huang to find out more.See omnystudio.com/listener for privacy information.

In this episode, Scott discusses the companies that have the largest market caps in the country.

In this episode, Scott discusses the companies that have the largest market caps in the country.

Why are stocks up if the economy is down? Zach Abraham gives a masterclass on how the stock market is rigged for the top 10 companies and how these companies' performance doesn't matter. Zach explains how the stock market keeps going up as the economies slow down. What does God's Word say? Proverbs 3:9-109 Honor the Lord with your wealth, with the firstfruits of all your crops;10 then your barns will be filled to overflowing, and your vats will brim over with new wine.Episode 1,247 Links:Supreme Court to consider ‘quadrillion-dollar question' in major tax caseWhy Are Stocks Up If The Economy Is Slowing Down?Bank lending in the US is now falling for the first time since 201254k US home purchases were canceled in October, which equates to 17.2% of all homes under contract. That's the highest cancellation percentage on record.Home prices kept rising even as mortgage rates surged, S&P Case-Shiller says4Patriots https://4Patriots.com/Todd See this week's discounts and deals before they are gone and get free shipping on orders over $97. 4Patriots.com/Todd Alan's Soaps https://alanssoaps.com/TODD Use coupon code ‘TODD' to save an additional 10% off the bundle price. BiOptimizers https://bioptimizers.com/todd Use promo code TODD for 10% off your order plus up to $100 of free product with purchase. Bonefrog https://bonefrogcoffee.com/todd Enter promo code TODD at checkout to receive 10% off your first purchase and save 15% on subscriptions. Bulwark Capital https://KnowYourRiskRadio.com Sign up for the final FREE Live Webinar of the year at KnowYourRiskRadio.com Space is limited. HumanN http://americalovesbeets.com Get a free 30-day supply of Superbeets Heart Chews and a free full-sized bag of Turmeric Chews only at http://americalovesbeets.com SOTA Weight Loss https://sotaweightloss.com SOTA Weight Loss is, say it with me now, STATE OF THE ART! GreenHaven Interactive Digital Marketing https://greenhaveninteractive.com Your Worldclass Website Will Get Found on Google

En solo 5 días Microsoft logró completar una estrategia de más de 2 años de armado. En medio del caos en OpenIA, con la salida de Sam Altman y Greg Brockman y con una jugada brillante, Satya Nadella creó el nuevo departamento de investigación IA de Microsoft. Emet Shear (co-fundador de Twitch) es el nuevo ceo de OpenIA y posiblemente tenga que negociar con Sam Altman, éste último en su nuevo rol de jefe de IA en Microsoft, principal aliado estratégico de OpenIA.

Är de senaste glada dagarna på börsen början på ett väsentligt bättre börsklimat framöver? Vi svarar på den frågan och ger många andra tips inför börsvintern. Aktierna vi pratar om är i tur och ordning Atlas Copco, Sandvik, Alfa Laval, AAK, Alleima, Evolution, Fortnox, Viaplay, Intrum, Skanska, Ericsson, Telia, Rusta, Apple Microsoft, Amazon, Ework, Latour, HMS Networks, Sweco, Tomra, Creades, Nibe, Indutrade, Lifco, Lagercrantz, OEM, Traton, Hexagon, Addtech.I slutet av poddavsnittet har vi som vanligt ett erbjudande för dig som vill köpa en signerad aktiebok med rabatt. Börspanelens alla sajter hittar du här:shows.acast.com/tresmarta/aboutHernhag.seBorspsykologen.seSternersforlag.se Hosted on Acast. See acast.com/privacy for more information.

Is Ping An the next big Chinese property developer to default? What's China's new maritime cooperation initiative all about? How has cash sorting affected Charles Schwab? Michelle Martin investigates with Ryan Huang. See omnystudio.com/listener for privacy information.

On MacBreak Weekly, Leo Laporte, Andy Ihnatko, Alex Lindsay, and Jason Snell talk about a report of Microsoft possibly selling its search engine, Bing, to Apple back in 2020. For more, check out MacBreak Weekly: https://twit.tv/mbw/889 Hosts: Leo Laporte, Andy Ihnatko, Alex Lindsay, and Jason Snell You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/ Sponsor: GO.ACILEARNING.COM/TWIT

On MacBreak Weekly, Leo Laporte, Andy Ihnatko, Alex Lindsay, and Jason Snell talk about a report of Microsoft possibly selling its search engine, Bing, to Apple back in 2020. For more, check out MacBreak Weekly: https://twit.tv/mbw/889 Hosts: Leo Laporte, Andy Ihnatko, Alex Lindsay, and Jason Snell You can find more about TWiT and subscribe to our podcasts at https://podcasts.twit.tv/ Sponsor: GO.ACILEARNING.COM/TWIT

On this episode, Dan is joined by Dan Niles of the Satori Fund to discuss his call for a 10% decline in the stock market (2:00), high-valuation & mega-cap tech (8:30), China's impact on commodities (13:00), interest rates (20:30), Apple/Microsoft (24:30), Nvidia (35:00), and Tesla (41:30). Listen to our last episode with Dan Niles --- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Have you ever wondered what might happen if video streaming giant Netflix ventured into the gaming industry? We bring you an intriguing exploration of Netflix's audacious plans of releasing a video game console to challenge the supremacy of Xbox and PlayStation. Get ready as we also delve into the fascinating world of Elon Musk and the peculiar items he has decided to auction off from Twitter- from oversized bird cages to a DJ booth.We are excited to have our tech maestro, Nick Espinosa, explore the Colorado Department of Health Care Policy and Financing as millions of healthcare records have been stolen, Nick provides us with his invaluable insights into the cybersecurity world. Things lighten up a bit as we chuckle over his experience at the Star Trek convention in Las Vegas and his take on Musk's unusual auction decision. In this episode, we also reminisce about the 1997 Apple and Microsoft alliance - a game-changing event in the tech industry. We offer a fresh perspective on this deal, taking into account the antitrust angle, and Microsoft's role in aiding its nemesis. To round it all off, our whiskey savant, Marc Gregoire, guides a tasting session and shares his expert verdict on our selection of the day. So sit back, relax, and enjoy a shot of whiskey as we traverse the exhilarating world of technology together. Tune in to Tech Time Radio for the latest updates and news in the technology world.Episode 166 Starts at 1:28This week on TechTime with Nathan Mumm®, Streaming Service Viewing has Overtaken Television Viewing, like 70 years ago when TV Viewing replaced Radio Listening. Then, Is Netflix looking to release a video game console to compete with PlayStation and Xbox, and why is Elon Musk having an auction?  Join us on TechTime Radio with Nathan Mumm, the show that makes you go "Hummmm" Technology news of the week for August 13th – 19th, 2023--- [Now on Today's Show]: Starts at 3:09--- [Top Stories in Technology]: Starts at 4:50Netflix Is Testing Its Video Games Service On More Devices - https://tinyurl.com/yeyued49Elon Musk to auction Twitter signs and other memorabilia - https://tinyurl.com/msd47p9bLG is bringing the quirky, one-of-a-kind StanbyME Go to the United States - https://tinyurl.com/bab2vy5m Television Accounts for Less than Half of U.S. Viewing Time for the First Time - https://tinyurl.com/2cwbrz95--- [Pick of the Day - Whiskey Tasting Reveal]: Starts at 20:06Frank August Small Batch Straight Bourbon | 100 Proof | $70.00 --- [Ask the Expert with Guest Nick Espinosa]: Starts at 22:46Nick explains the world of Cyber-crime and the latest security breaches.Colorado says millions had their healthcare data stolen after MOVEit breachProgressive Casualty Insurance Company (“Progressive”) breachAttempt by Russian state hackers to penetrate Ukrainian military systems.  --- [This Week in Technology]: Starts at 36:43August 14, 2006, Dell and Sony admit Laptops could catch on Fire! --- [Marc's Whiskey Mumble]: Starts at 39:12Marc Gregoire's review of this week's whiskey--- [Nathan Nugget]: Starts at 42:58Nathan gets behind the real reason for the August 6, 1997, Apple and Microsoft Truce  --- [Mike's Mesmerizing Moment brought to us by StoriCoffee®]: Starts at 50:04--- [Pick of the Day Whiskey Review]: Starts at 53:18Frank August Small Batch Straight Bourbon | 100 Proof | $70.00Mike: Thumbs UpNathan: Thumbs Up

On this episode, Dan is joined by Dan Niles of the Satori Fund to discuss his call for a 10% decline in the stock market (2:00), high-valuation & mega-cap tech (8:30), China's impact on commodities (13:00), interest rates (20:30), Apple/Microsoft (24:30), Nvidia (35:00), and Tesla (41:30). Listen to our last episode with Dan Niles --- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Kage https://twitter.com/Investmentkage Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro (1:50) - How Kage started investing (4:58) - Top holdings: VTI and VOO; key similarities and differences, and the appeal of ETFs (11:10) - Never chasing yield (11:40) - AT&T: what's going on? (14:00) - Verizon, and the issue with most telco companies: heavy capex requirements, debt, and dividends (15:30) - T-Mobile: a telco success story in the US (17:05) - Costco's business model, and competitive advantages (21:47) - Special dividends (22:40) - Costco valuation (25:00) - Buying companies that trade at high PEs - sometimes quality and moat will justify those valuations (26:32) - Kroger: growth by smart acquisitions (30:00) - Apple, the greatest business in the world (for consumers) - super powerful ecosystem + product innovation (36:16) - Microsoft, also the greatest business in the world (for businesses) - the power of bundling (41:26) - ExxonMobil: America's oil giant (45:35) - How did Kage feel about investing when COVID started (50:25) - The importance of maintaining a cash balance (53:28) - Why Kage only invests in US stocks  (58:10) - Bank of America (1:00:30) - Why North American investors may want to consider investing in foreign stocks (1:03:20) - Starbucks: everyone needs to try the Irish cream cold brew. Also, the stock is pretty cool, & the genius of Howard Schultz (1:06:55) - Last piece of advice from Kage for new investors

In this episode Scott Becker provides a quick update on Apple, Microsoft, Google, and Amazon.

In this episode Scott Becker provides a quick update on Apple, Microsoft, Google, and Amazon.

Это специальный выпуск подкаста, в котором мы обсуждаем самую горячую на игровые новости неделю лета. А ещё очень подробно обсуждаем, почему Apple Vision Pro похож на реальное будущее. К фильмам и сериалам вернёмся уже на этой неделе. Оставайтесь на частоте радио «Бензовоз».СсылкиГде ещё нас можно послушать:https://benzovoz.mave.digitalВопрос в эфир с разовым донатом:https://donatty.com/benzovozПодписка на Boosty с бонусными и расширенными выпусками:http://tinyurl.com/boostybenzovozPatreon (то же, что на Boosty, но для тех, кто находится за пределами РФ):https://www.patreon.com/benzovozТайминги00:00:00 — Приветствие 00:03:42 — Что показали на презентации Apple 00:26:49 — Что мы думаем про Apple Vision Pro01:06:17 — Открытие Summer Game Fest01:33:39 — Презентация Microsoft01:58:16 — Starfield — это вау02:19:35 — Презентация Ubisoft02:57:08 — Бусти-секция: выбираем игровые анонсы, к которым у нас нет вопросов, а Ваня рассказывает про грядущий переезд

Derek Moore and ZEGA Financial CEO Jay Pestrichelli do it again. That's right they talk about AI but this time around how it may be driving Mega Cap Tech performance relative to the rest of the market. Plus, the weight of the top 2 S&P 500 companies is the highest since 1978 and the top 10 companies weighting is now 30%. They debate whether this is nothing or something. Finally, they discuss the LEI Leading Economic Indicator declining for 13 straight months without a “declared” recession yet.   LEI Leading Economic Indicators Relative performance year to date between mega cap tech down the line to micro caps FAANMG forward PE ratios FAANMG = Facebook, Amazon, Apple, Netflix, Google, Microsoft. Carter Worth CNBC talks about relative tech performance at extreme levels. Top 2 companies at the highest weighting since 1978 Today its Apple | Microsoft but in 1978 its was AT&T and IBM Top ten companies in S&P 500 average weighting vs today ChatGPT time to reach 100 million users vs TikTok, Instagram, Google Translate, and Netflix Investors seem to be flowing into mega cap tech as an AI play. ChatGPT reached 100 million users in just 2 months. The Levis blue jeans (picks and shovels) approach to new tech? Mentioned in this Episode:   Global X article explaining ChatGPT and regenerative AI https://www.globalxetfs.com/generative-ai-explained/   US Default Chances Overblown? | Option and Bond Markets Not Showing Fear https://podcasts.apple.com/us/podcast/us-default-chances-overblown-option-bond-markets-not/id1432836154?i=1000612967755   Dividend Deep Dive | ChatGPT AI Fed Research | Do Markets Go Up After Fed Pauses?https://podcasts.apple.com/us/podcast/dividend-deep-dive-chatgpt-ai-fed-research-do-markets/id1432836154?i=1000612068985     Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Derek Moore's book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr   Contact Derek derek.moore@zegafinancial.com

This week on the GeekWire Podcast, we play highlights and share takeaways from the recent earnings calls of Amazon, Apple, Microsoft, Meta, and Alphabet, seeking a clearer understanding of what's next for the tech economy. With GeekWire co-founders Todd Bishop and John Cook; audio editing and production by Curt Milton.  Related headlines and links: Microsoft earnings come up short, hit by global economic trends and cutbacks Amazon stock rises 10% as tech giant beats revenue expectations amid ‘inflationary pressures' CNBC: Alphabet misses on earnings and revenue for second quarter The Verge: Facebook reports drop in revenue for the first time Marketwatch: Apple raises $5.5 billion in debt after upbeat earnings, iPhone sales offset fears of a consumer pullback  See omnystudio.com/listener for privacy information.