Podcasts about Applied Materials

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. In deze aflevering komen onder andere NVIDIA, Alibaba, ASML, Intel, Tencent, ASMI, Applied Materials, Baidu en nog veel meer! Ontvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/Benieuwd naar de portefeuilles van zowel Jordy als Jean-Paul? Ga naar:https://www.probeleggen.nl/aanmelden/registreren/ Timestamps: 00:00 - 03:20 Intro 03:20 - 04:50 ChatGPT-5 goed genoeg?04:50 - 09:05 Nieuws rondom Big-tech 09:05 - 10:50 Tariffs 10:50 - 25:22 NVIDIA25:22 - 31:00 Intel 31:00 - 32:40 Applied Materials 32:40 - 35:18 ASML35:18 - 37:20 ASM International 37:20 - 39:30 X-FAB39:30 - 45:50 Vooruitblik/Stijgers en Dalers 45:50 - 52:29 Ontwikkeling AI China 52:29 - 55:15 Cambricon 55:15 - 1:03:20 Wat kan China zonder EUV/Energie infrastructuur 1:03:20 - 1:07:10 Tencent 1:07:10 - 1:10:10 Alibaba 1:10:10 - 1:17:02 Baidu 1:17:02 Humanoids

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.

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/In this episode of Chip Stock Investor, Kasey and Nick dive into the latest quarterly performance and future outlook for Applied Materials (AMAT), one of the world's leading wafer fab equipment (WFE) manufacturers. We break down the cyclical nature of the semiconductor industry, analyze the performance of AMAT's various business segments, and discuss the outsized impact of key customers like TSMC. We also explore what the recent decline in sales signifies for the company's trajectory and examine its overall financial health to uncover potential investment opportunities.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formThe Next 15 Years Of Logic Chip Technology -- How to Invest? https://youtu.be/webbcQm78G4********************************************************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.#appliedmaterials #AMAT #waferfabequipment #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Overview of Applied Materials(01:36) Current Market Conditions and Growth Cycle(03:32) Quarterly Performance and Financials(05:17) Challenges and Market Dynamics(09:22) Future Outlook and Strategic InvestmentsNick and Kasey own shares of Applied Materials

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen. China und große Kunden ziehen Applied Materials runter. Applied Materials zieht KLA, LAM und Nova Measuring runter. Samsung holt auf, Apple verliert. First Solar, Nextracker, Sunrun und SolarEdge feiern Trump. Lyft feiert Stimmrechte. Nu feiert Zahlen. Roblox wird verklagt. Warren Buffett hat sein Depot offengelegt: Weniger Apple, gar kein T-Mobile. Mehr Pool, Chevron, Lennar und Nucor. Und natürlich: UnitedHealth. David Tepper, Michael Burry und Warren Buffett steigen bei UnitedHealth (WKN: 869561) ein. Zu Recht? Schwer zu sagen. Fakt ist: UnitedHealth ist komplex, nicht nur eine Krankenversicherung und verdient sehr viel Cash. Diesen Podcast vom 18.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

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.

Wall Street eased from record highs as investors turned cautious ahead of the Jackson Hole Symposium. Meanwhile, UnitedHealth experienced a double-digit surge following Warren Buffett's investment, while Applied Materials declined due to a weaker outlook. Back home, Aussie shares are set to open lower on Monday after Friday’s record finish, with local investors bracing for a wave of earnings reports. 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.

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

Die Rallye des Dow Jones wird vorrangig durch UnitedHealth getragen. Warren Buffett's Berkshire Hathaway hat Aktien im Wert von rund $1,5 Mrd. erworben. Der Nasdaq wird wiederum durch die flauen Aussichten von Applied Materials belastet. Ansonsten sehen wir erneut Zeichen, dass der Inflationsdruck zunimmt. Die Importpreise sind im Juli so stark gestiegen wie zuletzt im Juli 2024. Ein Signal, dass ausländische Exportunternehmen die höheren US-Zollkosten an amerikanische Unternehmen und Verbraucher weiterreichen. Die Einzelhandelsumsätze für den Juli lagen leicht über den Zielen, und vor allem wurden auch die Daten für den Juni nach oben revidiert. 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

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 Die Rallye des Dow Jones wird vorrangig durch UnitedHealth getragen. Warren Buffett's Berkshire Hathaway hat Aktien im Wert von rund $1,5 Mrd. erworben. Der Nasdaq wird wiederum durch die flauen Aussichten von Applied Materials belastet. Ansonsten sehen wir erneut Zeichen, dass der Inflationsdruck zunimmt. Die Importpreise sind im Juli so stark gestiegen wie zuletzt im Juli 2024. Ein Signal, dass ausländische Exportunternehmen die höheren US-Zollkosten an amerikanische Unternehmen und Verbraucher weiterreichen. Die Einzelhandelsumsätze für den Juli lagen leicht über den Zielen, und vor allem wurden auch die Daten für den Juni nach oben revidiert. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Der DAX schloss heute mit -0,05 % bei 24.374 Punkten. Vor dem für 21 Uhr angesetzten Treffen zwischen Trump und Putin in Alaska herrscht Vorsicht an den Märkten. Trump drohte mit "sehr harten Konsequenzen", sollte es keine Einigung auf einen Waffenstillstand geben, und stellte eine weitere Begegnung mit Selenskyj in Aussicht. Zusätzlich sorgte er mit der Ankündigung möglicher Zölle von bis zu 300 % für Verunsicherung - exportorientierte Werte litten. Rüstungsaktien wie Rheinmetall und Renk gaben nach. Bei den Firmen: JPMorgan sieht Rheinmetall vor einem Aufstieg in den Stoxx Europe 50, Mercedes und BASF könnten dafür weichen. Borussia Dortmund verzeichnete einen Gewinnrückgang um 85 % auf 6,5 Mio. Euro, der Umsatz stieg auf 526 Mio. Euro. Thyssenkrupp-Chef Lopez schließt eine Staatsbeteiligung an TKMS nicht aus. Lindt & Sprüngli erwägt, Schokohasen in den USA zu produzieren, um Zölle zu umgehen. Die US-Regierung denkt über einen Einstieg bei Intel nach. Applied Materials enttäuschte mit einem Quartalsausblick von 6,70 Mrd. Dollar +/- 500 Mio. Dollar. Rohstoffmesse München GRATIS Karten: https://go.brn-ag.de/429

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

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

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

Today, we're continuing a small series about CEOs and speaking with June Jie Sun, CEO of Trip.com — a global online travel platform with a market cap around $42 billion. June has been the CEO of Trip.com since 2016, succeeding the companies founder. She held previous leadership roles at Applied Materials and KPMG before joining the Trip.com Group in 2005. This episode is hosted by Juan Torres, the co fund manager of the Schroders Emerging Markets Value strategy and he's joined by global emerging markets analyst Jade Zhang. In this episode, Juan, jade and June discuss: • Her journey to becoming CEO • How she makes capital allocation decisions in a changing global landscape • Opportunities in the Chinese and international travel markets • And how Trip.com is approaching innovation in the age of AI NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über einen Rückschlag für Europas Rüstungsbranche, Berlusconi-Begehrlichkeiten bei ProSiebenSat.1 und einen Jahrhundert-Auftrag für Samsung. Außerdem geht es um Porsche AG, Volkswagen, Renk, Hensoldt, Rheinmetall, Thales, Saab, Amundi Stoxx Europe Defense ETF (WKN: ETF264), Infineon, Aixtron, Media for Europe, Eckert & Ziegler, Warner Bros. Discovery, AMD, Applied Materials, NXP Semiconductor, Marvell, Cadence Design Systems, Ether, Bitcoin, Solana, XRP, Chevron und ExxonMobil. 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

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.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Advanced packaging and chiplets are ready to be a big driver of performance increases in semiconductor manufacturing, thanks in no small part to AI pushing the limits. One small but dominant player in this market in BE Semiconductor (BESI stock), and their investor day update was full of important info for investors. Chip Stock Investor explains what's happening, and why BESI might be worth your time.Join us on Discord with Semiconductor Insider, sign up on our website: https://www.chipstockinvestor.comSign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formWatch:https://youtu.be/CeXwakZy5r8https://youtu.be/EpJtJNsQPughttps://youtu.be/webbcQm78G4*****************************************************************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. #besi #besemiconductor #chipmanufacturing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Spotlight on BE Semiconductor(02:29) Understanding the Semiconductor Industry(03:22)The Fab Five and Market Dominance(05:10) Advanced Packaging: The Future of Semiconductors(06:57) BESI's Investor Day Highlights(15:29) Financial Projections and Market Position(19:30) Conclusion and Final ThoughtsNick and Kasey own shares of Applied Materials

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

In der heutigen Folge sprechen die Finanzjournalisten Christoph Kapalschinski und Nando Sommerfeldt über Raumfahrt-Fantasie, Kritik an VW-Chef Blume und die Bundesliga. Außerdem geht es um Wingstop, McDonald's, Yum Brands, Chipotle, Volkswagen, Borussia Dortmund, Applied Materials, Estée Lauder Virgin Galactic und Porsche. Der Gastbeitrag zum Beamtentum: https://www.welt.de/debatte/plus256111278/Beamtentum-Unkuendbar-unflexibel-ueberprivilegiert.html 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.) [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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Mark Zuckerberg zal geen fijne dag hebben. Die wordt namelijk ingehaald door zijn grote concurrent, TikTok. Moederbedrijf Bytedance ziet de omzet met 20 procent stijgen, ondanks de pogingen van de VS om TikTok op zwart te zetten. Daardoor zou Bytedance eind dit jaar even groot zijn als Zuckerberg's Meta. Christine Lagarde schreef al drie keer geschiedenis: als eerste vrouwelijke financiënminister in Frankrijk, als eerste vrouw die het IMF leidde, en als eerste vrouwelijke baas van de Europese Centrale Bank. Maar daar kan een vierde bladzijde bijkomen. Volgens Bloomberg maakt ze namelijk ook goede kans op het stoeltje van Klaus Schwab bij het World Economic Forum. Gaat ze daarvoor vervroegd vertrekken bij de ECB? Verder gaat het over Novo Nordisk. Beleggers zijn in de war, want de topman vertrekt opeens. Vermoedelijke reden: de farmaceut verliest de competitie om afvalmedicatie van concurrent Eli Lilly. En dat raakt de prijs van het aandeel te hard. Maar de vraag blijft of het wegsturen van de ceo dat gaat oplossen. Je hoort ook wat er aan de hand is bij Coinbase. Het cryptoplatform krijgt twee klappen te verwerken. Iemand perst ze af, maar de toezichthouder denkt ook dat Coinbase zelf beleggers uitperst. En we blikken terug op de week van Donald Trump. Zijn regering sloot plotseling een tijdelijke deal met China. En zelf zat hij ook niet stil, want hij wist honderden miljarden dollars los te peuteren in het Midden Oosten.See omnystudio.com/listener for privacy information.

APAC stocks were predominantly lower following the mixed handover from Wall St, where the major indices were somewhat choppy and small caps underperformed as yields edged higher.US equity futures were lacklustre with participants awaiting comments from Fed Chair Powell and a slew of US data releases.European equity futures indicate a slightly lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market finished with losses of 0.2% on Wednesday.Iran is ready to sign an agreement with certain conditions in exchange for the lifting of sanctions and would commit to never making nuclear weapons, as well as getting rid of its stockpiles of highly enriched uranium, according to a top advisor to the Supreme Leader cited by NBC News.Russian President Putin was not on a list of negotiators the Kremlin published for talks with Ukraine in Istanbul on Thursday.Looking ahead, highlights include German Wholesale Price Index, UK GDP, EZ Employment & GDP, US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECB's Cipollone, Elderson & de Guindos, Fed Chair Powell & Barr, BoE's Dhingra, Supply from US.Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere, Deutsche Telekom, Siemens, Allianz, Merck, Thyssenkrupp, RWE, Siemens, National Grid, United Utilities & Richemont.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European equities are subdued awaiting US data and Fed Chair Powell; US equity futures also tilt lower (ES -0.6%).DXY is subdued and contained whilst havens seen some inflows amid the broader risk tone.Fixed income benchmarks trade slightly firmer into US data and Fed Chair Powell's speech. Crude futures are curtailed by Trump suggesting the US is getting close to a deal with Iran, while metals await data & Powell.Looking ahead, highlights include US NY Fed Manufacturing, Jobless Claims, Philly Fed Index, PPI, Retail Sales & Industrial Production, IEA OMR, Speakers include ECBʼs de Guindos; Fed Chair Powell & Barr, BoEʼs Dhingra. Earnings from Applied Materials, Take-Two, Alibaba, Walmart, Deere.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this week's MBA admissions podcast we began by discussing the Round 3 activity on LiveWire; interview invites and final decisions continue to roll out for this shortened application round; next week UPenn / Wharton, Northwestern / Kellogg, IESE, MIT / Sloan, Yale SOM, Minnesota / Carlson, Columbia, Washington / Foster, UCLA / Anderson and Washington / Olin are scheduled to release final decisions. Graham noted a new Clear Admit promotion, where for every new entry we receive on DecisionWire, that maps out a candidate's entire application journey, Clear Admit will donate $10 to the Forte Foundation. Graham then highlighted Clear Admit's MBA admissions fair in Boston, on Wednesday. This event includes panel discussions, one of which is focused on Consulting hiring and is led by Bain. Twenty-four of the top 25 U.S.-based MBA programs are planning to attend, along with London Business School. Signups for this event are here: https://bit.ly/mbafair2025 The remainder of Application Overview events series will then be hosted, virtually, on May 20 and 21. Signups for those events are here: https://bit.ly/appoverview25 Graham noted two articles recently published on Clear Admit. The first covers the broad topic regarding what you can do with an MBA, looking at post MBA careers. The second article is a deep-dive research piece that examines placement statistics of the top MBA programs, for those seeking an MBA for their entrepreneurial ambitions. It's no surprise that Harvard and Stanford top the list of programs that future entrepreneurs join. Graham highlighted three Real Humans alumni spotlights, alums from HEC / Paris who established a Search Fund, Washington / Olin working at Applied Materials, and Ohio State / Fisher working at Bank of America. Finally, Graham discussed a forthcoming podcast featuring the leader of career services at Georgetown / McDonough. For this week, for the candidate profile review portion of the show, Alex selected two ApplyWire entries and one DecisionWire entry: This week's first MBA admissions candidate is an engineer who is now working in the renewable energy space. They have a 3.57 GPA and need to retake the GRE. This week's second MBA candidate is from Canada, and is also an engineer, working in Toronto. They have nine years of experience, and a 337 GRE. The final MBA candidate is deciding between Cornell / Johnson, UVA / Darden and Michigan / Ross, and is seeking a career in investment banking. This episode was recorded in Paris, France and Cornwall, England. It was produced and engineered by the fabulous Dennis Crowley in Philadelphia, USA. Thanks to all of you who've been joining us and please remember to rate and review this show wherever you listen!

Milou Brand praat je bij, samen met IEX-analist Hildo Laman en Aggie van Huisseling, econoom Nederland en data-analyst bij het Economisch Bureau van ABN AMRO. Er is genoeg te bespreken, waaronder:Het nieuws van de week: de voorjaarsnota, wat zijn de grote veranderingen voor de economische groei?Wat Nederland merkt van de importtarievenHoe ga je als belegger met alle onzekerheid om?Fugro's winstwaarschuwing: koersdaling terecht of overdreven?ASML presteerde cijfers en hield zich aan de vooruitzichten voor 2025Moet de chipmachinefabrikant rekening houden met de importtarieven?Applied Materials heeft een belang van 9% ingenomen in Besi: wat nu?

"De cijfers van ASML waren gewoon goed", zegt Richard de Jong van Van Lieshout & Partners, ook al zetten beleggers het aandeel lager. "Niet alleen in absolute zin beter, maar ook beter dan de verwachtingen van analisten." Daarnaast laat het bedrijf een hele mooie winstgroei zien. Maar zoals bij veel bedrijven, zorgt de handelsoorlog voor onzekerheid, zowel bij het bedrijf als bij beleggers. ASML zelf is voorzichtiger geworden over het tweede kwartaal. Toch is Richards menig: Never sell ASML. Joost van Leenders van Van Lanschot Kempen tekent er wel bij aan dat de orderinstroom tegenviel. "Maar die orderinstroom is erg volatiel en lastig te voorspellen." Besi heeft een betere week achter de rug op het Damrak. Het Amerikaanse Applied Materials heeft een belang van 9 procent genomen in het bedrijf, wat resulteerde in een koerssprong van 14 procent op weekbasis. Analisten achten de kans reëel, net als Joost en Richard, dat Applied Materials op een gegeven moment Besi helemaal zal overnemen. Verder in de podcast aandacht voor de cijfers van onder andere TSMC, Heineken, Basic-Fit en Goldman Sachs. Natuurlijk behandelen we ook de luisteraarsvragen en geven de experts hun tips. Joost houdt het deze keer bij een algemeen advies voor deze onzekere tijden. Richard tipt een ETF met de ISIN-code DE0002635307. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Rafael Ojeda, analista independiente, repasa el comportamiento de JP Morgan, Bank of America, Citigroup, el sector automovilístico y Applied Materials.

Rafael Ojeda, analista independiente, repasa el comportamiento de JP Morgan, Bank of America, Citigroup, el sector automovilístico y Applied Materials.

Rafael Ojeda, analista independiente, repasa el comportamiento de JP Morgan, Bank of America, Citigroup, el sector automovilístico y Applied Materials.

Gabriel is a field service engineer at Applied Materials in Hillsboro, Oregon. In this episode, Gabriel discusses his career path. He attended the Early College High School Program, focusing on microelectronics technology automation. Gabriel works inside Intel's Ronler Acres campus, troubleshooting and maintaining semiconductor equipment. Gabriel advises students to consider the microelectronics program and Early College High School for career advancement in the semiconductor industry.The Talking Technicians podcast is produced by MNT-EC, the Micro Nano Technology Education Center, through financial support from the National Science Foundation's Advanced Technological Education grant program.Opinions expressed on this podcast do not necessarily represent those of the National Science Foundation.Join the conversation. If you are a working technician or know someone who is, reach out to us at info@talkingtechnicians.org.Links from the show:Episode Web Page:https://micronanoeducation.org/students-parents/talking-technicians-podcast/Portland Community College Microelectronics Program:https://www.pcc.edu/programs/microelectronics/Jobs at Applied Materials: https://www.appliedmaterials.com/il/en/careers.html

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersIn this episode of Chip Stock Investor, we analyze the current state of Applied Materials (AMAT) amidst recent market fluctuations, discuss its innovative strategies, and highlight key partnerships with companies like SK hynix and Absolics. We also address the impact of macro trends such as the US Chips Act and forecast potential growth opportunities for AMAT in the semiconductor industry.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

The SPX opened at the lows of Thursday's trading session. Kevin Green says the index is currently in "no man's land" as investors maneuver in the gap made by last Friday to Monday's market jump. He points to a correlation between the SPX and 10Y-3M treasury spreads and explains why they're both seeing bear flag formations. On stock stories, Kevin talks about Tesla's (TSLA) price target cut at Deutsche Bank, Applied Materials' (AMAT) upgrade and the latest on EU fines against Apple (AAPL) and Meta Platforms (META).======== 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

https://zencryardebrucke.com https://soundcloud.com/zeninamoment https://www.linkedin.com/in/zen-cryar-debrucke-07045166 https://www.youtube.com/@ZenCryarDeBrucke Zen Cryar DeBrucke is the founder of Smart Soul Academy, which makes accessible globally her seminal work on the Internal Guidance System® (IGS) that has made her an international sensation. A member of the illustrious Transformational Leadership Council created by Jack Canfield, uniting many of the world's top personal growth luminaries, Zen has worked with over 40,000 people, including training 4,000 master students, on the nuances of how recognize and act on the messages of their IGS to achieve a peak life in alignment with their life purpose. An internationally renowned inspirational teacher, speaker, author and executive coach, Zen's passion is teaching people to tap into their innate inner guidance to generate consistent, successful results in life. The result is replacing exhaustion, anxiety, fear and dread with ease, joy, flow and fulfillment. Zen's programs have helped thousands of people all over the world transform their lives for the better, with sustained positive changes in their business and personal lives. Her compassion radiates through her work, and her style is down to earth, practical, humorous and wise. Zen's international bestselling book, Your Inner GPS is an easy-to-read how-to on the way to let this inner wisdom guide you to success, and the Smart Soul Academy provides a deeper easily-accessible online guide to mastering this art. The key to Zen's success arrived when she decoded her own Internal Guidance System® and learned that everyone was born with a factory installed Inner GPS. In the beginning, she used it fuel her own success, as founder and CEO of one of the first Internet design companies in the world. The company grew exponentially, and worked with Fortune 500 companies, including Applied Materials, IBM, Electronic Arts, BP and VISA. After that firm dissolved in the dot-com collapse, she found herself filling the request of many of her fellow entrepreneurs and executives to advise them on how she was seemingly emotionally untouched by the rollercoaster they were experiencing. It was the springboard for her to become a full-time executive coach and IGS guide. She has since coached thousands of business leaders to use their IGS for success in every area of their lives. Zen's rise to fame and success capped a life that began in an abusive dysfunctional home, saw her experience sexual abuse at the hands of someone outside her family, forced her to seek emancipation at 16 years old, dropped out of high school and then struggled to make a living until she discovered her IGS. She went on to earn a degree in Global Politics with Mandarin Chinese and Minor in Art History from U.C. Davis, before stepping into the rise of the San Francisco, CA, digital companies in the mid 1990s and became CEO and a founding member of The Netkitchen one of the first usability and internet design firms in the world. Zen is a breast cancer survivor and busy home schooling mom, in additional to her Academy work.

Wall Street had a mixed finish last week, with the broader market remaining flat while technology stocks led gains despite rising concerns over export controls. Better-than-expected earnings provided support, helping stocks notch weekly improvements. In company news, Airbnb shares surged after delivering a stronger-than-expected outlook, while Applied Materials fell on a downbeat forecast. Looking ahead, the ASX200 is set to open lower on Monday, pulling back from record highs. Investors will be focused on Tuesday’s interest rate decision from the RBA, along with earnings reports from A2 Milk, BlueScope Steel, and GPT Group. 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.

APAC stocks traded somewhat mixed albeit with a mostly positive bias among the major indices following the two-way price action across global markets owing to hot US CPI data and geopolitical optimism.US President Trump posted on Truth that he had a lengthy and highly productive phone call with Russian President Putin, and they agreed to have their respective teams start negotiations immediately. Trump then said he spoke to Ukrainian President Zelensky and the conversation went very well.US President Trump did not sign reciprocal tariffs order on Wednesday after stating that he may, while the White House schedule showed President Trump is to sign executive orders on Thursday at 13:00EST/18:00GMT.Fed Chair Powell offered a note of caution on the latest CPI reading and said the Fed targets PCE inflation, which is a better measure, and stated they will know what PCE readings are late on Thursday after the PPI data.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up by 1.1% after the cash market closed with gains of 0.3% on Wednesday.Looking ahead, highlights include German Final CPI, UK GDP Estimate and Services, Swiss CPI, US Jobless Claims, PPI, IEA OMR, Supply from Italy & US, Comments from ECB's Cipollone.Earnings from Datadog, Baxter, Deere, Duke Energy, GE Healthcare, PG&E, Coinbase, Draftkings, Applied Materials, Airbnb, Palo Alto, Roku, Wynn, Siemens, Delivery Hero, Commerzbank, Nestle, Orange, British American Tobacco, Unilever, Barclays & Moncler.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump did not sign reciprocal tariffs order on Wednesday after stating that he may, while the White House schedule showed President Trump is to sign executive orders on Thursday at 13:00EST/18:00GMT.Stocks mostly firmer on constructive geopolitical updates; US futures are mixed ahead of PPI.USD softer as markets weigh potential Ukraine peace deal and lack of reciprocal tariffs (so far).Bonds attempt to recoup CPI-driven losses into PPI though geopols is capping.Crude continues the Russia/Ukraine downside seen in the prior session; reports suggested Israel/Hamas had come to an understanding, but this was subsequently denied by Israeli PM Netanyahu's Office.Looking ahead, US Jobless Claims, PPI, Supply from the US. Earnings from Datadog, Baxter, Deere, Duke Energy, GE Healthcare, PG&E, Coinbase, Draftkings, Applied Materials, Airbnb, Palo Alto, Roku, Wynn.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Fund your account in five minutes or less at https://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers We analyze their silicon carbide and AI testing solutions, the competitive landscape (Teradyne, Advantest), and growth potential within the broader semiconductor market recovery (ASML, Applied Materials). Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Richemont leitet Luxus-Comeback ein. TSMC leitet Rally bei LAM, ASML und Applied Materials ein. Zalando wächst und gedeiht. Polestar & Verbio machen das Gegenteil. Außerdem macht Hindenburg dicht & Nintendo bringt neue Konsole raus. LVMH, KitKat, Mattel. Alle setzen auf die Formel 1 (WKN: A3ERSY). Die EU setzt dagegen und ESPN setzt hoffentlich viel mehr Geld auf die Rennserie. Das einzige Problem: Der Preis. NVIDIA setzt auf Continental. Die schlechte Nachricht: Den Teil mit der NVIDIA-Partnerschaft will Continental (WKN: 543900) verkaufen. Die gute Nachricht: Der Teil bringt sowieso kein Geld. Diesen Podcast vom 17.01.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Join us on this episode of the Connected Intelligence Podcast as Jacob Valdez, Director of Global Security and Operations Center (GSOC) at Applied Materials, shares his transition from the U.S. State Department to corporate security. Jacob dives into navigating complex global structures, implementing enterprise-wide solutions, and the journey to converging physical and cybersecurity. He also offers practical advice for leaders on overcoming challenges and building resilient security operations.You'll learn:Strategies for transitioning from government roles to corporate environments The steps to effectively integrate and scale security solutions across enterprises The evolving role of cybersecurity and its convergence with physical securityLearn more in Ontic Resources.

On the morning of March 24, 1994, 26-year-old Matthew Flores, a former Army lieutenant and Gulf War veteran, parked his rented car outside his new workplace in Santa Clara, California. Moments later, he was shot execution-style as he leaned into the car to grab his jacket. The parking lot was full of employees starting their day, yet no one saw the shooter. Security footage revealed a dark Ford Explorer circling the lot suspiciously around the time Matt was killed, but unfortunately, his murder was not captured on camera. Despite a thorough investigation, no motive or suspects have ever been identified publicly. It's been over 30 years since Matt was killed, and investigators are still searching for the killer... On the morning of March 24, 1994, Matt Flores was killed in the parking lot of Applied Materials in Santa Clara, California. He was shot in the head with a silver-jacketed hollow-point round. Surveillance footage captured a dark Ford Explorer circling the lot before and after the murder, but the vehicle was never identified. If you have any information in Matt's case, please call Crime Stoppers at (408) 947-STOP. There is a reward available. Editor: Shannon Keirce Research/Writing: Haley Gray and Anna Luria SUBMIT A CASE HERE: Cases@DetectivePerspectivePod.com SOCIAL Instagram: https://www.instagram.com/detperspective/ Twitter: https://twitter.com/detperspective FIND DERRICK HERE Twitter: https://twitter.com/DerrickL Instagram: https://www.instagram.com/DerrickLevasseur Facebook: https://www.facebook.com/DerrickVLevasseur CRIME WEEKLY AND COFFEE Criminal Coffee Company: https://www.CriminalCoffeeCo.com Crime Weekly:  https://crimeweeklypodcast.com/shop ADS: 1. Lumen.me/Detective - Get 15% off your purchase! 2. Apostrophe.com/Detective - Get your first visit for only $5!

The Flathead Food Bank is preparing to distribute 750 Thanksgiving meals on Nov. 22 and 600 Christmas meals on Dec. 20, but it takes a village to make it happen. In reporter Taylor Inman's interview with Director Chris Sidmore, he shares the immense effort of staff, volunteers, and community partners to support families in need. From a $20,000 donation by Kalispell Auto Group to fund food programs for local kids, to $85,000 and countless volunteer hours from Applied Materials, the generosity of this community is inspiring. Learn more about how you can help at https://flatheadfoodbank.org/A big thank you to our headline sponsor for the News Now podcast, Loren's Auto Repair! They combine skill with integrity resulting in auto service & repair of the highest caliber. Discover them in Ashley Square Mall at 1309 Hwy 2 West in Kalispell Montana, or learn more at lorensauto.com. Check out Season 2 of Daily Inter Lake's Deep Dive podcast, dropping on 10/27/24! Reporter Kate Heston presents a four-part series on the Endangered Species Act, exploring the species most at-risk in northwest Montana. Discover how the law has helped some recover from near extinction and the challenges when federal and state protections overlap.Visit DailyInterLake.com to stay up-to-date with the latest breaking news from the Flathead Valley and beyond. Support local journalism and please consider subscribing to us. Watch this podcast and more on our YouTube Channel. And follow us on Facebook, Instagram and X. Got a news tip, want to place an ad, or sponsor this podcast? Contact us! Subscribe to all our other DIL pods! Keep up with northwest Montana sports on Keeping Score, dig into stories with Deep Dive, and jam out to local musicians with Press Play.

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the Trump transition -- including the President-elect's choice of Robert F. Kennedy Jr. to become Health and Human Services secretary, news which sent shares of vaccine makers sharply lower. Also in focus: Stocks extend Thursday's losses on Fed Chair Powell's rate cut comments, a "Faber Report" on Elon Musk's xAI raising as much as $6 billion in fresh capital, tech earnings from Alibaba to Applied Materials, Warren Buffett's Berkshire Hathaway discloses its stake in Domino's Pizza, a special visit from the chairman of a company whose stock is up 150% this year. Squawk on the Street Disclaimer 

Today we have a remarkable keynote presentation from the Talent Development Think Tank Conference in February 2023. Our special guest, Susan Winchester, a former Senior Vice President and Chief Human Resources Officer for Applied Materials and Rockwell Automation, will share her transformative journey and insights into healing in the workplace.In this episode, Susan will share:Her personal struggles with alcoholism and depressionThe impact of limiting beliefsHow her past experiences shaped her careerInsight on neuroplasticity and positive psychology How adopting the PERMA model can lead to flourishing at workSusan introduces the concept of being an "Adult Survivor of a Damaged Past" and how understanding both big and small traumas can help us manage current workplace behavior and mental health. Susan's insights will teach us how to use workplace dynamics as opportunities for personal growth and emotional resilience.Susan Winchester is a transformative figure in the world of talent development and a former senior HR executive. Previously serving as the Senior Vice President and Chief Human Resources Officer for Applied Materials and Rockwell Automation, Susan has now dedicated her career to teaching the principles of "healing at work." After delivering a phenomenal keynote presentation at the Talent Development Think Tank conference, Susan has made a significant impact on many by sharing her powerful story. Her transition from corporate HR to a role focused on personal and professional healing illustrates her commitment to improving workplace environments and individual well-being. A valued friend to many in the industry, Susan continues to inspire and lead others towards greater fulfillment in their careers.Connect with Andy Storch:WebsiteLinkedInJoin us in the Talent Development Think Tank Community!Join us at the Talent Development Think Tank ConferenceConnect with Susan J Schmitt Winchester:LinkedInWebsite