Podcasts about Applied Materials

Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm

Im BX Morningcall werden folgende Aktien analysiert und erklärt: Lam Research, Applied Materials & Safran SA A mit François Bloch

In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.

Plus: EV-maker Rivian expects to begin deliveries of its new $50,000 R2 model in the second quarter. And shares of Coinbase and Applied Materials close up, while DraftKings stock slides. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Scott Wapner and Michael Santoli led off the show with market reaction to January CPI: Consumer inflation was tamer-than-expected. The anchors drilled down on the stocks and sectors impacted by AI fears. In the mix after Thursday's tech sell-off: Weakness in shares of Apple and Amazon, Applied Materials surges on earnings thanks to the AI boom.Also in focus: A tale of two consumer sectors in February — staples surge while discretionary stocks slide, Rivian soars, the "surge in blowups," the "hedge America" trade, the anchors react to what Treasury Secretary Scott Bessent, Goldman Sachs CEO David Solomon and Airbnb CEO Brian Chesky told CNBC in eye-opening interviews. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest in business, financial, and markets news and how it impacts your money, reported by CNBC's Peter Schacknow Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über über KI-Panik in der Logistik-Branche, Sensationszahlen für Arista Networks und Silberstreif für Coinbase. Außerdem geht es um CBRE, C.H. Robinson, Expeditors, DSV, Kühne & Nagel, Algorhythm Holdings, Microsoft, Alphabet, Amazon, Cisco, Apple, Lenovo, Applied Materials, Pinterest, Draftkings, Fastly, Heidelberg Materials, Holcim, Deutsche Telekom, T-Mobile US, Mercedes-Benz, Uber, Tesla, BYD, Nio, Xiaomi, Hermes, LVMH und NXP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Januar-Verbraucherpreise lagen überwiegend unter den Zielen der Wall Street. Die positive Reaktion hält sich bisher aber in Grenzen. Die Trump-Show wird zunehmend zu einem Desaster für die USA. Laut der Notenbank von New York tragen amerikanische Verbraucher und Unternehmen rund 90 Prozent der unter Trump erlassenen Zölle. Die Financial Times berichtet, dass Trump nun überlegt die Zölle auf Stahl und Aluminium zu drosseln. Erklärt das Supreme Court die unter IEEPA erklärten Zölle für illegal, dürfte Trump die Gelegenheit nutzen, um weitere Zölle wegfallen zu lassen. Die Schuld daran kann die Administration dann dem Gericht in die Schuhe schieben. Was die seit gestern Abend gemeldeten Ergebnisse betrifft, ist das Bild überwiegend positiv. Die Aktien von Airbnb, Applied Materials, Arista Networks, Instacart, Roku und Rivian profitieren von den Quartalszahlen und Aussichten. Coinbase verfehlt die Erwartungen teils, mit der Aktie aber trotzdem freundlich. Es gilt das Motto: Schlecht ist besser als katastrophal. Auf der Verliererseite stehen die Aktien von DraftKings und Pinterest. Vor allem bei Pinterest lagen die Aussichten und Werbebuchungen unter den Zielen. Montag ist in den USA Feiertag! Die Tore werden wieder am Dienstag eröffnet. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Applied Materials (AMAT) reports earnings after Thursday's closing bell, with Marley Kayden calling challenges in China a sticky point for investors to keep in mind. That said, Marley highlights other corners of the semiconductor material business she sees as tailwinds. Joe Tigay offers an example options trade for Applied Materials. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

China's Commerce Ministry announces a tariff of up to 11.7% (prev. 42.7%) on EU dairy products; effective from February 13th.European equities broadly in the green; Financials lead as Schroders (+28.5%) gets acquired by Nuveen; US equity futures are entirely in the green.G10s mostly firmer against the USD; AUD takes a slight breather.Gilts lead after soft GDP though BoE pricing largely unaffected; USTs tread water ahead of Friday's CPI.WTI and Brent trade slightly lower as geopolitics remain quiet; IEA cut 2026 global oil demand growth and nudged lower supply growth forecasts.Looking ahead, highlights include US Weekly/Continuing Claims, Existing Home Sales (Jan), EU Informal Leaders Retreat, Speakers including ECBʼs Lane & Nagel, BoCʼs Rogers, Supply from the US, Earnings from Applied Materials, Arista Networks, Vertex Pharmaceuticals, Howmet Aerospace, Coinbase & American Electric Power.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The ASX200 rose modestly on Thursday, up 0.25%, after briefly nearing record highs this week. Bank earnings drove gains, with ANZ jumping 8.5% and CBA climbing 5.5%, though tech and healthcare dragged. Tech fell 6% while CSL slumped 6.9% after half-year results and a CEO resignation. For the week, the market advanced 3.7%. Tonight, focus shifts to US oil inventories and earnings from Airbnb, Applied Materials, and Pinterest. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über sprunghafte Anleger, das krasse Cloudflare-Versprechen und ein furioses Comeback von Luxus. Außerdem geht es um Alphabet, Seagate, Western Digital, Robinhood, Lyft, Mattel, Hasbro, Marriott, Hilton, Ferrari, Kering, Marsh, Arthur Gallgher, Aon und Willis Towers Watson stürzen in den USA ab, dann in Europa: die Aktien von Allianz, Zürich, Axa, Aviva, Raymond James, Charles Schwab, Micron Technology, Cisco, Intel, Verizon, Qualcomm, Toyota, British American Tobacco, Siemens, Novartis, Bayer, Total Energies, GSK, General Motors, AT&T, Bank of America, Applied Materials, Citigroup und Ford, Amundi Global Luxury ETF (WKN: A2H564), iShares Edge MSCI World Value Factor ETF (WKN: A12ATG), iShares Edge MSCI Europe Value Factor ETF (WKN: A12DPP), iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), iShares Core MSCI World ETF (WKN: A0RPWH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Three Chinese manufacturers ranked among world's top 20 by sales for 1st time三家企业首度跻身全球销售额前二十In a milestone for China's semiconductor industry, three Chinese equipment manufacturers have ranked among the world's top 20 by sales for the first time in 2025, according to data from Japanese research firm Global Net.日本研究机构Global Net最新数据显示，中国半导体产业在2025年迎来里程碑式突破：首次有三家中国设备制造商凭借销售额跻身全球前二十强。This marks an increase from just one company in the pre-stricter United States-government-restriction era of 2022, underscoring China's accelerated progress in bolstering the domestic supply chain.这标志着自2022年美国实施更严格出口管制前仅有一家企业上榜以来，中国在强化本土供应链方面正加速取得进展。The progress is an outcome of Chinese companies' hard work and big investment in beefing up technological prowess, but a gap still exists in core equipment such as lithography machines, and more efforts are needed to achieve breakthroughs, experts said.业内专家指出，这一进步源于中国企业持续投入研发、努力提升技术实力，但在光刻机等核心设备领域仍存在差距，需持续发力以实现关键突破。The sales ranking reveals a climb for Naura Technology Group, which jumped from eighth place in 2022 to fifth in 2025. It now only trails global giants ASML, Applied Materials, Lam Research and Tokyo Electron.排名显示，北方华创科技集团股份有限公司从2022年的第八位跃升至2025年的第五位，目前仅次于全球巨头阿斯麦、应用材料、泛林集团和东京电子。Founded in 2001, Naura has not yet disclosed its annual revenue for 2025, and Global Net based the ranking partially on estimated data. Financial services provider Suntime compiled forecasts from multiple securities companies to estimate Naura's revenue to stand between 46.8 and 52 billion yuan ($6.74 billion-$7.49 billion) in 2025.北方华创成立于2001年，尚未披露2025年全年营收，Global Net的排名部分依据预估数据。金融服务商赛美特综合多家券商预测，估计其2025年营收将在468亿至520亿元人民币（约合67.4亿至74.9亿美元）之间。New to the list at 13th place is Advanced Micro-Fabrication Equipment Inc China, or AMEC, whose etching equipment comes close to the cutting edge.中微半导体设备股份有限公司（简称“中微公司”）首次上榜即位列第十三位，其刻蚀设备已接近行业先进水平。In chipmaking, etching is the key process of selectively removing unwanted material layers from a silicon wafer to engrave precise 3D patterns, circuits and transistor structures.在芯片制造中，刻蚀是通过选择性去除硅晶圆上不需要的材料层，以精确雕刻三维图案、电路和晶体管结构的关键工艺。Shanghai Micro Electronics Equipment, which specializes in lithography machines that "print" circuit patterns onto silicon wafers, secured the 20th position. While acknowledging generational gaps with market leader ASML, the Shanghai-based company's presence highlights China's domestic capability in this most critical and challenging segment.专门从事将电路图案"印制"到硅晶圆上的光刻机业务的上海微电子装备股份有限公司位列第二十位。尽管承认与市场领导者阿斯麦存在代际差距，但这家上海企业的上榜凸显了中国在这一最关键且最具挑战性环节的本土化能力。Expanding the list to the top 30 would include two more Chinese firms — ACM Research and Hwatsing Technology.若将榜单扩大至前三十名，还将包括盛美半导体和华海清科两家中国公司。This collective ascent is widely viewed as a direct response to US-led export controls on advanced semiconductor technologies, which catalyzed China's drive for greater self-sufficiency in chipmaking tools.这一集体跃升被广泛视为对以美国为首的先进半导体技术出口管制的直接回应，这些限制推动了中国在芯片制造工具领域追求更高的自给率。Roger Sheng, vice-president of research at US market research company Gartner, said: "It's fair to say that Chinese companies' technological gap with international industry leaders is continuously narrowing. This progress has provided strong support for domestic chip manufacturers in their technological upgrades and production expansion efforts, even amid restrictions on access to US technology and equipment."美国市场研究公司高德纳副总裁盛陵海表示："可以公平地说，中国企业与国际行业领导者的技术差距正在不断缩小。即使在美国技术和设备获取受限的情况下，这一进展也为国内芯片制造商的技术升级和产能扩张提供了有力支撑。"The manufacturing of advanced chips involves over 1,000 process steps, each requiring specialized equipment. Chinese suppliers can now cover equipment for almost every stage, including deposition, etching and cleaning. This burgeoning ecosystem includes a wave of emerging startups, experts said.先进芯片制造涉及超千道工艺步骤，每一步都需要专用设备。专家称，中国供应商现已能提供包括沉积、刻蚀、清洗等几乎各环节的设备，蓬勃发展的产业生态中还包括一批新兴初创企业。Yin Zhiyao, chairman and general manager of AMEC, said at a meeting in May 2025 that the company's product portfolios include 30 percent of all the integrated circuit equipment categories, and it aims to collaborate with partners to offer 60 percent of all high-end IC equipment categories over the next five to 10 years.中微公司董事长兼总经理尹志尧在2025年5月的一次会议上表示，公司的产品组合已覆盖集成电路设备类别的30%，目标是在未来五到十年内与合作伙伴共同提供60%的高端集成电路设备类别。Yin said that AMEC would soon complete the development of more than 20 types of thin-film equipment that are subject to international export restrictions to China, and the company aims to finish the development of nearly 40 thin film equipment by 2029.他透露，中微即将完成20余种受国际对华出口限制的薄膜设备开发，并计划在2029年前完成近40种薄膜设备开发。Thin film equipment in chipmaking refers to specialized machinery used to deposit atomic-level layers of conductive, insulating or semiconducting materials onto silicon wafers.在芯片制造中，薄膜设备指用于在硅晶圆上沉积原子级导电、绝缘或半导体材料层的专用机械。China's massive domestic market, now the world's largest for chipmaking equipment, also provides a powerful launchpad. The global semiconductor industry association SEMI, which has more than 3,000 member companies, estimated that worldwide sales of semiconductor manufacturing equipment would reach $133 billion in 2025, surpassing the previous record of $104.3 billion in 2024 and setting an all-time high.中国庞大的本土市场——现已成为全球最大的芯片制造设备市场——也为产业发展提供了强劲动力。拥有超过3000家会员企业的全球半导体行业协会SEMI估计，2025年全球半导体制造设备销售额将达到1330亿美元，超越2024年创下的1043亿美元纪录，再创历史新高。lithography machines /lɪˈθɒɡrəfi məˈʃiːnz/光刻机etching equipment /ˈetʃɪŋ ɪˈkwɪpmənt/刻蚀设备cutting edge /ˈkʌtɪŋ edʒ/尖端/前沿silicon wafer /ˈsɪlɪkən ˈweɪfə/硅晶圆integrated circuit /ˈɪntɪɡreɪtɪd ˈsɜːkɪt/集成电路thin-film equipment /θɪn fɪlm ɪˈkwɪpmənt/薄膜设备conductive /kənˈdʌktɪv/导电的insulating /ˈɪnsəleɪtɪŋ/绝缘的

For 36 years, Susan Winchester embodied success — Fortune 150 CHRO, award-winning leader, respected across industries. Yet for 30 of those years, that success was driven by a quiet, relentless belief: “I'm not enough.” Behind the accolades was constant anxiety, perfectionism, and people-pleasing. Until one 90-minute session cracked open a 17-year creative block — and began a five-and-a-half-year journey of deep inner transformation. In this conversation, Celinne and Susan explore what happens when high-achievers stop proving and start embodying who they truly are. You'll hear how Susan rebuilt her relationship with time, created a business rooted in joy, and learned that real leadership begins in the body, not the boardroom.If you've mastered the how-tos of success but still feel that quiet gap between who you are and who you're meant to be, this episode shows how to bridge it. ON THIS EPISODE: 00:01 Meet Susan Winchester, former Fortune 150 CHRO who works with Celinne on ongoing transformation 04:06 Discover the invisible toll of high achievement—anxiety, perfectionism, Chardonnay, and the belief "I'm not enough" 08:26 Witness the moment Susan broke through 17 years of resistance to publishing her vulnerable book 16:45 Learn about the "unconscious wounded career path" that fuels most corporate careers 28:30 Explore how addressing root beliefs dismantles decades of conditioning 42:18 Hear how Susan redesigned her entire post-corporate business model through deep alignment work 58:22 Understand what shifts when you stop forcing and start embodying your truth 01:15 Discover the freedom available when you address the patterns driving your success KEY IDEAS: ✨ Your success might be fueled by what's hurting you. Susan spent 30 of her 36-year career proving herself over and over, going home to review the day and beat herself up, using wine to take the edge off anxiety. High achievement and deep pain can coexist—and often do—until you commit to addressing the unconscious beliefs driving the performance. ✨ Real transformation takes consistent work over time. Susan has worked with Celinne for five and a half years, steadily dismantling patterns of perfectionism, people-pleasing, and anxiety that most leaders accept as "normal." This wasn't a quick fix—it was a commitment to showing up for herself until the patterns finally shifted. ✨ Addressing the root changes everything else. Through years of breath work, nervous system regulation, and energetic alignment, Susan learned to create limitless time, build a new relationship with money, and design a business she actually loves—not one she thinks she should have. ✨ Alignment creates results that force can't. When you stop performing and start embodying your truth, opportunities find you. But that embodiment comes from years of practice, not a single breakthrough moment. RESOURCES: Susan J. Schmitt Winchester is the past Chief HR officer for Applied Materials, a Fortune 150 Silicon Valley company, & Rockwell Automation, a Fortune 500 Midwest company. She is an author & sought-after keynote speaker, TEDx speaker and HR consultant/Executive Coach. She is known for her book, “Healing at Work: A Guide to Using Career Conflicts to Overcome Your Past and Build the Future You Deserve,” with co-author Martha Finney. Susan leverages her 36+ years of experience as a Human Resources Executive to help organizations reduce turnover. As well as to elevate employee engagement, and boost corporate performance by focusing on innovative strategies to accelerate human potential and performance. Website | Linkedin Celinne Da Costa is a podcast host, author, and coach for leaders navigating 'I've made it—now what?'. She guides them to redesign their next act: more meaningful, more aligned, more fun... and led by their soul's truth. Website | LinkedIn | Substack | Instagram | Facebook I have limited spots open for private coaching. If you're an established leader ready to commit to the work that transforms everything, DM me on Instagram @celinnedacosta with the word APPLY. Mentioned in this episode: Healing at Work by Susan J. Schmitt Winchester & Martha Finney Living From Soul membership Business by Soul course Soul Alignment Meditation (free) 1:1 Private Coaching with Celinne

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, repasa los protagonistas: Lam Research, Applied Materials, Carmax, Intel y Netflix.

Who's spent £130 on Vistry shares? Find out on this week's PlayingFTSE Show!Steve D's managed the show's standard performance – between the FTSE 100 and the S&P 500 this week. Steve W, on the other hand…Earnings season for the S&P 500 is underway with the big banks reporting. And their share prices didn't react particularly well, but the stocks still look unusually expensive. By contrast, Visa and Mastercard have fallen back into more familiar P/E territory. So is there a better opportunity there with a short-term distraction on the table?The Diageo share price has been a disaster for the last couple of years. But as the details of the new CEO's plan to turn the firm around become clear, Steve W is getting interested.Selling off some of the company's non-core holdings could release more cash than you might think. There are, however, still some big challenges still to deal with. Vistry is a stock both Steves have had a close eye on for 2026. But the stock market's reaction to its most recent update was not positive at all.With a big government project on the way, is the dip an opportunity? Or are there still major concerns ahead for investors in the housebuilding sector?Steve D's VAT Group has had a great week. A 16% jump puts the stock level with Applied Materials and Lam Research – two of its major customers – since the start of the year.The AI drive has been fuelling strong demand across the semiconductor equipment industry. And there's a lot to like about a company that sells components…Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS5:29 US BANKS21:48 VAT GROUP38:32 DIAGEO54:20 VISTRY► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

Celso Otero, gestor de fondos de Renta 4, analiza los protagonistas de la sesión: Goldman Sachs, BlackRock, Morgan Stanley, Boston Scientific, Applied Materials, Lam Research, Microsoft y General Motors.

It has been one full year since we last reviewed the state of quantum computing and named Google our top pick in the sector. In this episode of Chip Stock Investor, we revisit that thesis to see how Google stacks up against pure play competitors like IonQ, Rigetti, D-Wave, and Quantum Computing Inc. While Google shares gained 60% over the last twelve months, we analyze if the dedicated quantum companies offered better returns or simply more volatility.We break down the latest updates on Google's Willow chip and the Quantum Echoes algorithm which mark a significant step toward real world utility. However, we also provide a reality check on the milestones required for commercial viability, specifically quantum error correction and the development of long lived logical qubits. Investors need to understand that despite hype, we remain in a research and development phase.The financial health of these companies is the primary focus of our analysis. We examine the revenue growth against the operating losses for IonQ, Rigetti, and D-Wave to determine how much runway they have left. We also discuss the cash positions of these firms, including IonQ's recent fundraising efforts that diluted shareholders but shored up their balance sheet. Additionally, we look ahead to upcoming SPAC mergers from Infleqtion and Xanadu in 2026.Finally, we review the semiconductor supply chain stocks that enable this technology. We discuss how equipment providers like Applied Materials and software leaders like Synopsys and Nvidia play a vital role in building and simulating quantum systems.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:00:00 Google Quantum AI Performance Review 01:32 Pure Play Stock Charts: IonQ, Rigetti, D-Wave, and QCI 02:26 Reality Check: Milestones for Commercial Viability 03:52 Financial Analysis: Revenue Growth vs Operating Losses 05:13 Balance Sheets and Cash Runway Concerns 06:17 Upcoming IPOs: Infleqtion and Xanadu 07:18 The Quantum Supply Chain: Applied Materials and Synopsys 08:26 Our Top Quantum Stock Picks for 2026*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Alphabet

Enter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60We all know that moment where something falls apart.A project slips. A conversation goes sideways. The promotion doesn't happen.We call it “failure,” but it's often not the mistake itself that stops us.It's the fear, the funk, and the uncertainty that follow. And those emotions can hold us back far more than the faceplant ever did.In this episode, I'm joined by Dr. Melisa Buie and Keeley Hurley—seasoned leaders in engineering, quality, and continuous improvement and the co-authors of Faceplant: FREE Yourself from Failure's Funk.Together, we explore what really happens beneath the surface when we stumble—and what it takes to get back up with clarity, confidence, and intention. Just like Daruma dolls represent the Japanese proverb “Fall down seven times, get up eight,” always righting themselves when knocked over, our path to success comes from acknowledging the stumbles, setbacks, and faceplants that are inherent along the way. What matters is that we don't get stuck—we get up and learn our way forward.YOU'LL LEARN:What's at risk when leaders fear failure, and how organizations unintentionally teach people to avoid mistakesThe FREE model (Focus, Reflect, Explore, Engage) as a practical way to get back up, learn forward, and regain clarity after a setbackEmotional hijacks to watch for—including the four instinctive patterns in the Conspirator Matrix: machine, magician, statue, and satelliteWhy embracing a growth mindset frees you to experiment, learn, and release perfection when things don't go as plannedContinuous improvement practices like reflection (post-mortems) and anticipation (pre-mortems) that strengthen learning before and after challenges occurIf a setback has ever left you uncertain about your next step in building a people-centered culture, this conversation offers a compassionate, practical path to learn your way forward when you fall down.ABOUT MY GUESTS:Dr. Melisa Buie is a laser physicist–turned–problem solver with a PhD in Nuclear Engineering/Plasma Physics and decades of leadership in manufacturing at Coherent, Lam Research, Applied Materials, and Advanced Energy. She's published 40+ papers, holds 6 patents, and is a Six Sigma Black Belt. Melisa is the co-author of Faceplant: FREE Yourself from Failure's Funk, where she turns hard-won lessons into practical wisdom for navigating setbacks.Keeley Hurley is a continuous improvement leader with 20+ years in engineering, manufacturing, and quality, and a Certified Manager of Quality/Organizational Excellence. Known for her humility and humor, she brings real-world experience from the many “faceplants” that shaped her problem-solving approach. She is the co-author of Faceplant: FREE Yourself from Failure's Funk, blending lessons from her own missteps into tools for resilience and growth.IMPORTANT LINKS:Full episode show notes with links to other podcast episodes and resources: ChainOfLearning.com/60 Check out my website for resources and ways to work with me KBJAnderson.comConnect with Melisa Buie: linkedin.com/in/melisabuieConnect with Keeley Hurley: linkedin.com/in/keeleyhurleyFollow me on LinkedIn: linkedin.com/in/kbjandersonCheck out Melissa and Keeley's book, Faceplant: FREE Yourself from Failure's FunkTIMESTAMPS FOR THIS EPISODE:01:46 What inspired the book, “Faceplant”02:56 The emotion behind failure that keeps us stuck05:53 Getting over the hump of the funk knowing others experience failure07:03 The meaning of the equation, anxiety = care x uncertainty where our anxiety is amplified08:25 Why the care factor amplifies when when others are involved10:01 The pre-mortem exercise to reduce anxiety by anticipating what could go wrong12:01 How faceplanting is similar to daruma dolls in getting up after we fall12:44  The aspects of the FREE model in freeing yourself from failure14:25 Breaking down the acronym FREE: Focus, Reflect, Explore, Engage17:01 The meaning of the Japanese word, hansei, that means deep self-reflection in improving how we react17:53 The four quadrant system and determining which quadrant triggers our fight or flight response20:25 How the four quadrants were determined 21:51 An example of how fear held Keeley back in an emotional hijack in the laser industry22:47 Melisa's personal experience in having a fixed mindset when faced with failure23:56 How Melisa moved from a fixed mindset to a growth mindset and taking chances26:13 Ways to approach failure in an organizational level28:40 Importance of clarifying expectations instead of adding pressure on ourselves30:02 The meaning behind the phrase, “By learning the wrong lesson, you can get stuck with a Life Sentence” 31:24 The both/and thinking that both Melisa and Keeley had to face in embracing failure36:55 How to apply the concept of hansei in reflecting on a current change initiative and how to learn from failure39:06 Two ways to reflect on this episode to get past face plants and building small intentional steps to build a learning culture Gift "Learning to Lead, Leading to Learn" to your team - http://LearningToLeadLeadingToLearn.comEnter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Stablecoin-Phänomen, neue Übernahmefantasien bei der Commerzbank und Rekordumsätze bei Urban Outfitters. Außerdem geht es um Zscaler, Puma, Aroundtown, Thyssenkrupp, Salzgitter, TKMS, Commerzbank, Deutsche Bank, Block, Coinbase, Deutsche Börse, Microsoft, Applied Materials, Alphabet, Edwards Lifesciences, Global X FinTech ETF (WKN: A2QPBZ), BIT Global Fintech Leaders (WKN: A2QJLA), CoinShares Physical Staked Ethereum (WKN: A3GQ2N), Bitwise Physical Solana ETP (WKN: A3GVKZ), VanEck Crypto and Blockchain Innovators (WKN: A2QQ8F) und DM Premium Strategie defensiv Euro Fonds (WKN: A111ZF). Meldet Euch unbedingt für den „Daily Business“-Newsletter an – kostenlos unter diesem Link: https://www.businessinsider.de/informationen/newsletter/businessinsider/ Exklusiv für Euch als „Alles auf Aktien“-Hörer: Spart jetzt bis zu 83 Euro mit unserem „Black Friday“-Angebot von Business Insider. Erhaltet aktuelle News sowie Insights zur Finanzwelt und bleibt immer einen Schritt voraus https://www.businessinsider.de/abo/aaa/?tpcc=offsite_bi_aaa_podcast_bf_25 Oder darf es lieber WELTplus sein? Sichert Euch mit diesem Link jetzt das Abo zum AAA-Vorteilspreis – für mehr Tiefe, mehr Finanzen und mehr Vermögen. www.welt.de/aaablackfriday Die aktuelle „Alles auf Aktien“-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Stephen Sopko and William Kerwin break down Applied Materials (AMAT) earnings. Stephen thinks the company has done a great job pivoting from China to other Asian markets, but questions if they can continue their growth outside of export-restricted companies. William raised his fair value estimate to $225, citing their guidance into the first half of 2026.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Palantir, Nvidia, Pfizer, Alphabet, Boeing y Applied Materials son algunos de los protagonistas de esta sesión. Lo analizamos con Javier Aledo, analista de AFI.

US President Trump signed the government funding bill and announced an end to the government shutdown after the House voted to approve the bill, while Trump said the government will resume normal operations and reiterated a call for money to be paid to people directly to buy healthcare.White House Press Secretary Leavitt said the October CPI and jobs data is likely to never be released, while it was separately reported that there was no official word from BLS on plans for October data.US officials flagged they will reduce tariffs on popular groceries, as pressure mounts to address the cost-of-living crisis, according to FT.APAC stocks followed suit to the mixed performance in the US, with little fresh catalysts as the government shutdown ended.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 1.1% on Wednesday.Looking ahead, highlights include UK GDP (Sep/Q3), EZ Industrial Production (Sep), US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov), IEA OMR, BoE Minutes of the Market Participants Group Meeting, Speakers including BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from Italy & US, Earnings from Zealand Pharma, B&M European, Burberry, Siemens, Sabadell, Applied Materials, Disney, JD com & Bilibili.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European stocks opened mixed and traded choppily since, with macro drivers light; FTSE 100 is subdued post-GDP.DXY drifted lower in early Europe after holding steady overnight, with little reaction to the passage and signing of the US funding bill that formally ends the shutdown.USTs opened softer as risk appetite improved overnight following the House vote to end the shutdown and President Trump signing the legislation.Crude benchmarks are steady after Wednesday's slide, spot gold rises on a softer USD, and base metals extend on Wednesday's gains.Looking ahead, highlights include US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov). Speakers include BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from the US. Earnings from Applied Materials, Disney.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, hosts Chris and Mark speak with two leaders from the Silicon Valley company, Applied Materials: Chris Librie, outgoing Head of ESG, and Elena Kocherovsky, Climate Program Director. The discussion dives into the uniquely successful approach Applied Materials has taken to decarbonization and the evolution of their sustainability strategy. Chris and Elena explain how the ways Applied Materials has approached governance, internal and external collaboration, and their focus on making the company's sustainability efforts profitable have made it possible for the company to stay on track toward its net zero aspirations even in an era when many other companies have reduced or pushed back timelines related to their climate ambitions. They also discuss the importance of planning sustainability leadership transitions when roles and team composition change. 

The U.S. government shutdown hits day 24 and many federal workers will miss a paycheck today, Intel has returned the profitability, Ford has lowered full-year guidance due to a supplier fire, Hoka and Uggs parent company Deckers see caution from consumers, and chipmaker Applied Materials is cutting 1,400 jobs.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer explored stocks hitting new record highs, sparked by tamer-than-expected September CPI. Release of the inflation data had been delayed by more than a week due to the government shutdown. The anchors also discussed President Trump's decision to terminate trade talks with Canada — he expressed anger over Ontario's anti-tariffs television ad featuring Ronald Reagan. Also in focus: Intel shares spike on its first earnings report since the U.S. government took a 10% stake in the chipmaker, layoffs at Target, Meta, Applied Materials and Rivian, Ford and Procter & Gamble get a lift from quarterly results, UGG boots maker Deckers Outdoor plunges.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goed nieuws voor de Amerikaanse staatskas. Het belang dat president Trump in Intel nam is een stuk meer waard geworden. Het aandeel profiteert, nu het bedrijf boven verwachting presteert. Ze maken zelfs winst bij Intel!Deze aflevering hebben we het over de kwartaalcijfers van de chipmaker en over het belang dat de staat in dit bedrijf heeft genomen. Welke belangen volgen nog meer?Trump is dus een goede belegger, maar niet echt een lekkere onderhandelaar. De gesprekken met Canada zijn gestopt, omdat hij boos is over een reclamespot die de Canadezen hebben gemaakt. Over de gesprekken met China is hij dan wél weer enthousiast.We hebben het ook over het Amerikaanse inflatiecijfer (waar al de hele week naar wordt uitgekeken) en we hebben het over de Europese Centrale Bank. Dat maakt zich minder druk om de inflatie. Sterker nog: de komende twee jaar lijkt er geen renteverlaging meer aan te komen...Verder hoor je meer over de bonus van Musk. Over de ophef over die bizarre beloning. En je hoort over de ontslagen die vallen in de techsector.See omnystudio.com/listener for privacy information.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AI Investments and Market Dynamics: OpenAI and AMD's $6 billion deal announcement. NVIDIA's response to the AMD-OpenAI partnership. An analysis of the competitive landscape in the AI chip market.   Cisco's AI Networking Advancements: Hosts cover Cisco's announcement of its Silicon One-based router for AI hyperscaler data centers and discuss Cisco's role in addressing network constraints in AI infrastructure.   Intel's Technology Showcase: Intel's event in Arizona highlighting PC chips, server chips, and 18A process node. A look at the strategic importance of Intel Foundry and its competitive positioning.   Qualcomm's IoT and Physical AI Aspirations: Qualcomm's acquisition of Arduino and its implications for IoT development. Hosts reflect on Qualcomm's strategy in expanding beyond mobile chips.   IBM TechXchange Highlights: IBM shared its focus on orchestration and agents in IBM's AI strategy and highlighted partnerships with Anthropic and other AI companies.   The Flip - AI Bubble Debate: A simulated debate on whether the current AI investment trend is a bubble with an analysis of market valuations, capex trends, and potential risks.   Dell Technologies Analyst Meeting Insights: Hosts talk Dell's increased revenue and EPS forecasts, particularly in the data center segment, plus their strategy shifts in the PC market and enterprise AI adoption.   Oracle's AI Business Economics: A discussion of a recent controversial report on Oracle's AI infrastructure profitability. Analysis of the challenges in accurately assessing AI infrastructure economics.   Industry Updates and Future Events: xAI's $20 billion raise and NVIDIA's investment. Applied Materials' revenue takes a hit due to new export restriction rules. Upcoming tech events and conferences. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Applied Materials (AMAT) rallied to 52-week highs in early October, but potential regulatory changes in China could be weighing on the semiconductor manufacturing equipment provider. George Tsilis dives into the company's fundamental and technical picture, providing an in-depth overview of Applied Materials' business and industry trends.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We will explore the risks and rewards of a precious metals IRA, detailing how these accounts offer diversification and a hedge against inflation but come with "gotchas". Today's Stocks & Topics: Martin Marietta Materials, Inc. (MLM), Market Wrap, Albertsons Companies, Inc. (ACI), Gold Rush or Golden Trap? The Truth About Precious Metals IRAs, Alibaba Group Holding Limited (BABA), PULSAR HELIUM INC. (PSRHF), The Rise of Landlords, Smith & Wesson Brands, Inc., Unum Group (UNM), Applied Materials, Inc. (AMAT), ProShares Ultra S&P500 (SSO), Crypto Treasury Companies.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Carl Quintanilla and Jim Cramer discussed the S&P 500 and Nasdaq hitting fresh record highs, on a day in which the September jobs report was not released due to the government shutdown. The AI-fueled rally in the spotlight -- and the term "bubble" coming into play. The anchors reacted to Goldman Sachs CEO David Solomon's warning of a stock market "drawdown" after the surging AI trade. Hear what Chicago Fed President Austan Goolsbee told CNBC about AI. Also in focus: Market moves by tech's "trillion-dollar club" including a rare downgrade for Apple, quantum stocks' parabolic leap, Applied Materials' revenue warning drags down shares of chip equipment makers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Der ISM Einkaufsmanager Index hat im September überraschend an Schwung verloren. Die Arbeitsmarktdaten wurden wegen der Regierungs-Shutdowns erst gar nicht gemeldet. Es gibt jedoch Zeichen, dass der Schwung im September weiter nachgelassen hat. Die Aktien der Chip-Maschinenbau-Werte stehen wegen neuer Exportrestriktionen unter Druck. Ein Podcast - featured by Handelsblatt. +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Applied Materials y OCCIDENTAL PETROLEUM bajo la lupa de Filipe Aires, analista de AFI.

Matt Flores was murdered in his workplace parking lot on a seemingly normal morning in March 1994. Three decades later, investigators have not identified a suspect or even a potential motive. Join Mike and Gibby as they discuss the murder of Matt Flores. There is considerable intrigue surrounding this case. Matt was an intelligent guy with a wife and a daughter. He served in the army, and he had come up with the idea for several medical devices, on which he was partnering with a doctor to develop. He was on the ninth day of his training at a new job at Applied Materials when he was shot dead in the parking lot. Who would want to murder Matt Flores?You can help support the show at patreon.com/truecrimeallthetimeVisit the show's website at truecrimeallthetime.com for contact, merchandise, and donation informationAn Emash Digital productionSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

John Clark is Senior Vice President of Technology and Strategic Innovation at Lockheed Martin Skunk Works, the legendary advanced development program behind the U-2, SR-71, F-117, and F-35. Over his 27-year career, including 25 inside Skunk Works, he has led some of the most important innovations in aerospace and defense. Chris Moran is Vice President and General Manager of Lockheed Martin Ventures, the corporate venture arm investing in breakthrough startups across AI, autonomy, advanced manufacturing, power, and propulsion to bring critical technologies into Lockheed's programs. In this episode of Defense Tech Underground, we sit down with John and Chris to explore how a century-old prime contractor sustains a culture of innovation while working alongside a new generation of defense tech startups. We cover: Skunk Works culture and the 14 rules – why they still matter today, and how Clark applied them in leading programs from the F-22 to modern autonomy efforts. Innovation with purpose – Lockheed's philosophy of tying new technology directly to warfighter needs, from AI-tuned radar to layered defense systems. Lockheed Ventures – Moran's view on “gaps and hedges,” the fund's 90+ portfolio companies, and how primes and startups can create one-plus-one-equals-three outcomes. AI and open architectures – where generative AI, advanced autonomy, and spectrum convergence are reshaping design, manufacturing, and operations. The prime paradox – responding to critics who call primes slow and risk-averse, and why, in Clark's words, “don't believe the hype—innovation happens every day inside Lockheed.” This conversation highlights how the largest defense contractor in the world is leaning into venture capital, software-hardware convergence, and cultural lessons from Skunk Works to keep pace with evolving threats while partnering with startups. This episode is hosted by Josh Pickering and Andrew Couillard. Full Bios: John Clark John Clark is Senior Vice President, Technology and Strategic Innovation at Lockheed Martin, where he leads enterprise technology strategy and investment, including companywide digital and AI initiatives. He moved into the role after serving as Vice President and General Manager of Skunk Works from 2022 to early 2025. Earlier, Clark was Vice President of Engineering and Technology for Aeronautics and previously Vice President for ISR and Unmanned Systems at Skunk Works, roles that spanned portfolio leadership, systems integration, and multi-domain operations. Chris Moran Chris Moran is Executive Director and General Manager of Lockheed Martin Ventures, the company's venture capital arm. He joined in 2016 after three decades in Silicon Valley, including senior executive roles at Applied Materials and eight years running Applied Ventures. He holds BS and MS degrees in mechanical engineering from MIT. Moran's team invests across priority areas aligned with Lockheed Martin's strategy. The fund size was doubled to $400M in 2022, and LM Ventures partners closely with internal engineering groups on adoption. He also engages with Stanford's Hacking for Defense program.

Today, we are joined by Susan Winchester.Susan Schmitt Winchester is a former Chief Human Resources Officer of Applied Materials and co-author of Healing at Work, Susan brings more than 35 years of senior HR experience—and a deeply personal mission to help professionals transform workplace pain into personal growth. Drawing from her own experience as an Adult Survivor of a Damaged Past, she combines science, storytelling, and strategy to help us turn our triggers into triumphs.In this episode, we explore how our past experiences, particularly childhood wounds, show up in workplace behaviors and how leaders can transform these patterns into sources of strength and resilience. Susan introduces the concept of ASDP (Adult Survivors of a Damaged Past) and reveals how nearly 67% of adults have experienced significant adversity before age 18, yet many remain unaware of how these experiences drive their professional reactions. Through real-world examples and research-backed strategies, we discover how workplace conflicts—what Susan calls "bumper car moments"—can become powerful opportunities for healing and growth rather than sources of ongoing pain.Key topics include:Understanding ASDP (Adult Survivors of a Damaged Past) and how childhood experiences manifest in workplace behaviors like perfectionism, people-pleasing, and fear of criticismThe difference between the unconscious wounded career path and the conscious healing career path, and how to make the shiftHow "bumper car moments" - workplace conflicts and triggers - can become catalysts for transformation rather than sources of sufferingThe Rapid Power Reclaim method for pausing, creating choice, and responding from strength rather than reacting from old woundsPractical strategies for managers to support team members while maintaining appropriate boundaries and focusing on performanceLearn from Susan's insights how to recognize when past experiences are driving current workplace behaviors and gain practical tools for creating psychological safety in your organization. Discover why celebrating small wins is crucial for rewiring neural pathways, how to interrupt negative self-talk with simple questions like "Am I sure?", and why vulnerability in leadership creates stronger, more resilient teams that perform at higher levels.Susan Winchester's Website: https://susanwinchester.comSusan Winchester's LinkedIn: https://www.linkedin.com/in/susanschmittwinchester/Healing at Work Book: https://healingatwork.com/about-the-book/-Website and live online programs: http://ims-online.comBlog: https://blog.ims-online.com/Podcast: https://ims-online.com/podcasts/LinkedIn: https://www.linkedin.com/in/charlesagood/Twitter: https://twitter.com/charlesgood99Chapters:(00:00) Introduction(01:00) Susan's Journey and What Inspired the Book(03:45) Understanding ASDP - Adult Survivors of a Damaged Past(06:45) How Childhood Wounds Show Up in Workplace Behaviors(12:00) Moving from Unconscious to Conscious Career Paths(16:45) Bumper Car Moments as Catalysts for Growth(19:00) The Science of Neuroplasticity and Positive Change(22:00) Supporting Employees While Respecting Boundaries(27:00) The Power of Celebrating Small Wins(33:00) Interrupting Negative Self-Talk and Limiting Beliefs(39:00) Integrating Healing Principles into Organizational Culture(44:00) Handling Feedback When It Triggers Old Wounds(50:00) Red Flags of the Unconscious Wounded Career Path(55:00) Conclusion

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:   AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.   Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.   Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.   Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.   Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

In this conversation, Ben Bajarin and Jay Goldberg discuss various topics related to the semiconductor industry, including the implications of new regulations on companies like AMD and Nvidia, the challenges faced by cloud computing providers, the market dynamics affecting Applied Materials, and the potential government involvement in Intel's future. They explore the complexities of profitability, market competition, and the evolving landscape of technology and regulation.TakeawaysNew regulations on semiconductors may be unconstitutional but are unlikely to be challenged.Profitability concerns overshadow the earnings of cloud computing companies.Demand for GPU compute is high, but electricity constraints limit growth.Applied Materials faces uncertainty due to vague guidance and market dynamics.Government involvement in Intel could complicate the free market.The distinction between ownership and governance is crucial in state-owned enterprises.The future of AI and cloud computing is tied to infrastructure and capacity.Investors are skeptical about the viability of Neo cloud models.The semiconductor industry is navigating a complex regulatory environment.

Carl Quintanilla, Scott Wapner and Mike Santoli discussed UnitedHealth Group leading the Dow to a new all-time high -- after Warren Buffett's Berkshire Hathaway disclosed a $1.6 billion stake in the health insurer, whose stock remains the Dow's worst performer this year. The anchors also reacted to reports the Trump Administration is in talks with Intel to have the U.S. government acquire a stake in the chipmaker. Also in focus: Applied Materials tumbles on weak guidance, July retail sales rise, what Chicago Fed President Austan Goolsbee told CNBC about tariffs and rate cuts, software stocks slump, Target downgraded, Trump-Putin summit. Squawk on the Street Disclaimer

Chip stocks under pressure following weak guidance from equipment maker Applied Materials. Intel the notable exception on a report that the U.S. government is looking to take a stake in the chipmakers. Our trader tells us which semi stocks he's buying. Plus, United Health sharply higher after Berkshire Hathaway revealed a stake of five million shares, worth about $1.6 billion. We dive into that move and more. 

Long-term tariff woes have Logan Gilland skeptical on whether Applied Materials (AMAT) can reclaim its loss in shares following Thursday's earnings. While he sees the company as a long-term A.I. player, exposure to China and current valuation levels have him questioning a short to mid-term rebound. John Buckingham is more bullish, arguing that a "voracious appetite" for chips keeps Applied Materials in the conversation. He considers the pullback a buying opportunity.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kristina Partsinevelos opens with the market theme before Rick Santelli breaks down bond market reaction to the latest PPI. Steve Liesman explains what drove the number. Former Fed Governor Frederic Mishkin shares insight on the economy and the Fed's next steps.Earnings focus turns to Applied Materials, while our Leslie Picker covers 13F filings. Bob Elliott of Unlimited and Kristina Hooper of Man Group weigh in on market direction, and Chris Retzler of Needham highlights a big week for small caps. Angelica Peebles reports on Eli Lilly raising Mounjaro prices in Europe in response to Trump's pressure. 

Applied Materials (AMAT) reports earnings after the close on Thursday. George Tsilis says it will face one key headwind: China. He notes Applied Materials gets 25% of its total sales from the country, meaning tariffs will serve as a headwind against future profits. On the bullish side, George notes the company's DRAM capabilities as a plus, backed by strong A.I. support seen in Nvidia (NVDA), AMD Inc. (AMD), and similar companies. Prosper Trading Academy's Scott Bauer offers an example options trade for Applied Materials.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

US President Trump said interest rates should be three or four points lower, while he thinks he will name a new Fed chairman "a little bit early" and noted that he is down to three or four names.Fed's Goolsbee (2025 voter) said that Fed meetings coming up are live but added that he doesn't like pre-committing on rates.Trump said he would like to do a second meeting with Russian President Putin almost immediately which would include Zelensky if the first meeting goes okay, but there may not be a second meeting if he feels it is inappropriate or if he does not get the answers he wants.APAC stocks were ultimately mixed despite the positive handover from Wall St, where the major indices extended on gains amid Fed rate cut hopes as money markets fully priced in a September rate cut.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market finished with gains of 1.0% on Wednesday.Looking highlights include UK GDP (Jun/Q2), EZ Flash GDP (Q2) and Employment (Q2), US PPI (Jul), Jobless Claims, Norges Bank Policy Announcement; Speakers include Norges Bank Bache & Fed's Barkin, Supply from US, Earnings from Applied Materials, JD,com, RWE & Antofagasta.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Russian Kremlin's Ushakov says Alaska summit will begin at 11:30 local time on Friday (20:30 BST/15:30 EDT)European bourses are modestly firmer, US futures hold around the unchanged mark into PPI.USD sell-off pauses for breath ahead of PPI, Yen rises on Bessent BoJ comments.JGBs lag as Japan reacts to Bessent, USTs await PPI.Crude ekes mild gains as attention turns to Trump/Putin.Looking ahead, US PPI (Jul), Jobless Claims, Speakers include Fed's Barkin. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

My guest for Episode #531 of the Lean Blog Interviews Podcast is Dr. Melisa Buie, a seasoned operations and engineering leader with decades of experience in high-tech manufacturing. Episode page with video, transcript, and more Melisa has held senior roles at companies like Lam Research, Applied Materials, and Coherent, where she led large-scale Lean transformations and helped drive cultural change across global operations. With a PhD in nuclear engineering and plasma physics, Melisa brings a rare combination of technical depth and people-centered leadership to her work. In this episode, we explore Melisa's Lean journey — from her early days in Six Sigma to becoming a global Lean leader at Coherent. She shares how her perspective shifted from project-based improvement to empowering teams with daily problem-solving skills. Melisa discusses the critical role of psychological safety in building a continuous improvement culture, and how giving people "permission to improve" must be backed by leadership behavior and support. We also touch on the challenges of applying Lean principles in complex, low-volume/high-mix manufacturing environments and why principles still matter more than tools. We also discuss Melisa's book Problem Solving for New Engineers, written to bridge the gap between academic preparation and the real-world challenges engineers face in industry. She previews her upcoming book, Faceplant: Free Yourself from Failure's Funk, which tackles the emotional side of failure and how we can grow through it. Whether you're a Lean leader, a coach, or an engineer just starting out, this episode is packed with valuable insights on leadership, learning, and making improvement accessible for everyone. Questions, Notes, and Highlights: How did you first get involved with Lean or Six Sigma? Which books influenced you early in your Lean journey? How did your company shift from project-based Six Sigma to a Lean culture? Where did the push for culture change come from—top-down or grassroots? What role did you play in leading Lean at Coherent? What does it mean to “give people permission to improve,” and why is that necessary? How do leaders create psychological safety to support continuous improvement? How did your background in nuclear engineering and plasma physics lead to a career in semiconductors and lasers? How do Lean principles apply in low-volume, high-mix environments? What inspired you to write Problem Solving for New Engineers? How does the book help bridge the gap between university labs and industry problem solving? Why is experimentation and scientific thinking often missing in workplace culture? How do you explain the value of iterative cycles like PDSA to new engineers? What is design of experiments (DOE), and how does it improve problem solving? When is it helpful to let people run experiments with predictable outcomes? How did your second book, Faceplant: Free Yourself from Failure's Funk, come about? Why do people fear failure in personal life but accept it in professional settings? How can we reframe failure as a learning opportunity rather than something to avoid? How do you personally deal with failure and setbacks, like learning a foreign language? This podcast is part of the #LeanCommunicators network. 

My guest for Episode #531 of the Lean Blog Interviews Podcast is Dr. Melisa Buie, a seasoned operations and engineering leader with decades of experience in high-tech manufacturing. Episode page with video, transcript, and more Melisa has held senior roles at companies like Lam Research, Applied Materials, and Coherent, where she led large-scale Lean transformations and helped drive cultural change across global operations. With a PhD in nuclear engineering and plasma physics, Melisa brings a rare combination of technical depth and people-centered leadership to her work. In this episode, we explore Melisa's Lean journey — from her early days in Six Sigma to becoming a global Lean leader at Coherent. She shares how her perspective shifted from project-based improvement to empowering teams with daily problem-solving skills. Melisa discusses the critical role of psychological safety in building a continuous improvement culture, and how giving people "permission to improve" must be backed by leadership behavior and support. We also touch on the challenges of applying Lean principles in complex, low-volume/high-mix manufacturing environments and why principles still matter more than tools. We also discuss Melisa's book Problem Solving for New Engineers, written to bridge the gap between academic preparation and the real-world challenges engineers face in industry. She previews her upcoming book, Faceplant: Free Yourself from Failure's Funk, which tackles the emotional side of failure and how we can grow through it. Whether you're a Lean leader, a coach, or an engineer just starting out, this episode is packed with valuable insights on leadership, learning, and making improvement accessible for everyone. Questions, Notes, and Highlights: How did you first get involved with Lean or Six Sigma? Which books influenced you early in your Lean journey? How did your company shift from project-based Six Sigma to a Lean culture? Where did the push for culture change come from—top-down or grassroots? What role did you play in leading Lean at Coherent? What does it mean to “give people permission to improve,” and why is that necessary? How do leaders create psychological safety to support continuous improvement? How did your background in nuclear engineering and plasma physics lead to a career in semiconductors and lasers? How do Lean principles apply in low-volume, high-mix environments? What inspired you to write Problem Solving for New Engineers? How does the book help bridge the gap between university labs and industry problem solving? Why is experimentation and scientific thinking often missing in workplace culture? How do you explain the value of iterative cycles like PDSA to new engineers? What is design of experiments (DOE), and how does it improve problem solving? When is it helpful to let people run experiments with predictable outcomes? How did your second book, Faceplant: Free Yourself from Failure's Funk, come about? Why do people fear failure in personal life but accept it in professional settings? How can we reframe failure as a learning opportunity rather than something to avoid? How do you personally deal with failure and setbacks, like learning a foreign language? This podcast is part of the #LeanCommunicators network. 

Daniel Korth und Clemens Faustenhammer analysieren im großen Summer Special 2025 ihre Depot-Performance der ersten sechs Monate und stellen ihre Top- und Flop-Aktien vor.In dieser Sommerausgabe des Finanzrocker-Podcasts werfen Daniel Korth und Clemens Faustenhammer zum dritten Mal einen detaillierten Blick auf die Performance ihrer Depots im ersten Halbjahr. Sie sprechen offen über ihre größten Gewinner und Verlierer, teilen interessante Insights zu den Hintergründen der Entwicklungen und geben persönliche Einschätzungen zu Chancen und Risiken an den Märkten.Die Beiden beleuchten unter anderem, wie sich Währungsschwankungen – speziell der starke Euro gegenüber dem US-Dollar – auf Dividendenzahlungen ausgewirkt haben. Sie diskutieren die überraschende Stärke von CVS Health trotz eines schwierigen Gesundheitsmarktumfelds, die beeindruckende Rally bei Netflix und dem Defense-ETF mit Top-Werten wie Palantir, Thales und Leonardo. Gleichzeitig nehmen sie die Flop-Aktien unter die Lupe, etwa den starken Kursrückgang bei United Health und die Herausforderungen bei Lululemon und Target.Darüber hinaus berichten Daniel und Clemens von ihren Verkäufen und Neuzugängen im Portfolio, darunter spannende Werte wie LVMH, Applied Materials und Carlisle Companies. Die Episode bietet einen Mix aus fundierter Analyse, persönlichen Erfahrungen und einem Blick in die Depots der Beiden.Weiterführende Links:Zu unseren Videos auf YouTubeZu Clemens Blog „Dividend Post“Zum Echtgeld-Portfolio von ClemensCarlisle Companies in der ausführlichen AnalyseApplied Materials in der ausführlichen AnalyseZum Geldgeschichten-Podcast von Luis Pazos und ClemensZum ersten Podcast-Interview mit ClemensZu den Kennzahlen im Aktien.Guide*Präsentiert von SailyDiese Folge wird dir präsentiert von Saily. Vor meiner Reise in die USA habe ich die eSIM von Saily entdeckt – und das zu einem unschlagbaren Preis! Mit Saily könnt ihr aus Hunderten flexiblen Datenpaketen wählen, die für mehr als 200 Reiseziele verfügbar sind. Natürlich sind auch die USA dabei.Ihr müsst nicht mehr in einen Laden gehen oder am Flughafen eine SIM-Karte kaufen. Einfach die Saily-App herunterladen, das passende Datenpaket buchen und die virtuelle SIM-Karte aktivieren.Und jetzt das Beste: Für deine nächste Reise schenkt dir Saily 3 US-Dollar Startguthaben! Einfach die Saily-App im App Store herunterladen und im Guthaben-Tab meinen Code “finanzrocker3” eingeben. Hosted on Acast. See acast.com/privacy for more information.

Have you ever wondered why, despite having access to advanced AI tools, your marketing strategies still don't hit the mark? Could it be that you're focusing on the wrong data and missing the emotional connections that truly drive consumer behavior? Today we're exploring the intersection of AI, emotional intelligence, and marketing with Joshua Goldberg, EVP of Strategy at Zenapse. We'll dive into how Large Emotion Models (LEM) are revolutionizing consumer engagement and delivering impressive marketing results. About Josh GoldbergJosh brings over 25+ years of leadership roles in strategy, marketing, and digital delivery. He leads Zenapse business development and channel partnerships. Josh specializes in strategy, business acceleration, digital media, and marketing. He has delivered plans for rapid business improvements and insights to many companies including: Vanguard, Capgemini, Applied Materials, Fisher Price, J.D. Power, Reuters, Viacom, and Wunderman Thompson. RESOURCES Zenapse: https://www.zenapse.com https://www.zenapse.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsOnline Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company