Podcasts about Applied Materials

Plus: Oil tops $90 a barrel as Middle East conflict continues. And shares of Utz Brands soar after the snack-food maker agrees to go private. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloomberg reported that Jeff Bezos backed an AI startup focused on discovering new materials for chipmaking, with no company name or deal terms disclosed. The report aligns with rising use of AI in materials research, including DeepMind's 2023 GNoME results and a Microsoft and Pacific Northwest National Laboratory effort that produced a battery electrolyte candidate in under nine months. Amazon Web Services' custom chips, including Graviton, Trainium, and Inferentia, underscore strategic interest in semiconductor performance and supply. The CHIPS and Science Act authorized $52.7 billion in incentives and R&D, with 2024 awards of up to $8.5 billion for Intel, $6.6 billion for TSMC, and $6.4 billion for Samsung. Materials vendors such as Applied Materials, Lam Research, Tokyo Electron, JSR, Tokyo Ohka Kogyo, EMD Electronics, Entegris, Shin Etsu, and SUMCO shape qualification paths. Startups face long validation cycles and can pursue joint development, milestone based licensing, and data partnerships to reach production.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Ernüchterung bei Netflix, den finalen Atai-Moment und einen erwachenden Markt. Außerdem geht es um SpaceX, Alphabet, Oracle, Abbott Laboratories, UnitedHealth Group, J.B. Hunt Transport Services, AtaiBeckley, Eli Lilly, Compass Pathways, Definium Therapeutics, Infineon, ABB, Schneider Electric, Siemens Energy, ASML, Delivery Hero, Uber, Novo Nordisk, Burberry, Saab, Travelers, Yara, BlackRock, Goldman Sachs, JPMorgan Chase, Robinhood Markets, Reddit, Nvidia, Micron Technology, SanDisk, Applied Materials, Western Digital, KLA, Marvell Technology, Lam Research, iShares Nikkei 225 (WKN: A0YEDQ), Xtrackers MSCI Japan (WKN: DBX1MJ), Amundi Japan Topix (WKN: A2H58U), VanEck Space Innovators ETF (WKN: A3DP9J), Direxion Daily Semiconductor Bull 3X Shares / SOXL (WKN: A1C1G7) 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über ein Allzeithoch bei Apple, Zuckerbergs Cloud-Wette und deutliche Aufrüstung bei Deutz. Außerdem geht es um Apple, Meta, Arm, Micron Technology, Applied Materials, SanDisk, Lumentum, Tesla, Amazon, Microsoft, Nvidia, Alphabet, SK Hynix, Schott Pharma, Siltronic, AstraZeneca, PepsiCo, BMW, TSMC, Delta Air Lines, XPeng, Horizon Robotics, Gotion High-Tech, Stellantis, Renault, Ford, Hyundai Motor, Porsche AG, Traton, Deutsche Bank, Bank of America, BlackRock, Visa. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Wall Street startet freundlich, angeführt von Tech und Halbleitern. Der KI-Trade feiert den zweiten Erholungstag, nachdem die Iran Sorgen etwas abklingen und Speicherwerte in Asien kräftig zurückkommen. Samsung legt 6 Prozent zu, SK Hynix sogar 10 Prozent, während der US-Börsenstart von SK Hynix morgen als nächster Test für die Erholung gilt. Gleichzeitig verschiebt sich der Fokus wieder auf die alte Frage: Gewinner der KI-Infrastruktur gegen mögliche Verlierer im Softwaregeschäft. Applied Materials spricht von „tremendous visibility“ für die nächsten acht Quartale und signalisiert, dass die Chip Kunden sich auf Jahre der Expansion einstellen. Cerebras baut in Europa massiv Rechenzentrumskapazitäten aus, Nvidia könnte in China begrenzt H200 Chips verkaufen, und CXMT bereitet einen Milliarden IPO vor. Auf der anderen Seite flammt die Sorge vor einer „SaaS Pocalypse“ wieder auf: Starbucks setzt KI ein, um weniger abhängig von Microsoft und IBM Software zu werden. Salesforce wird wiederum von KeyBanc wegen fehlender Belege für künftigen Schub durch Agentforce abgestuft. Genau das ist der Markt heute: KI-Infrastruktur wird wieder gekauft, Software muss beweisen, dass sie nicht nur Opfer, sondern Profiteur der KI-Welle ist. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet freundlich, angeführt von Tech und Halbleitern. Der KI-Trade feiert den zweiten Erholungstag, nachdem die Iran Sorgen etwas abklingen und Speicherwerte in Asien kräftig zurückkommen. Samsung legt 6 Prozent zu, SK Hynix sogar 10 Prozent, während der US-Börsenstart von SK Hynix morgen als nächster Test für die Erholung gilt. Gleichzeitig verschiebt sich der Fokus wieder auf die alte Frage: Gewinner der KI-Infrastruktur gegen mögliche Verlierer im Softwaregeschäft. Applied Materials spricht von „tremendous visibility“ für die nächsten acht Quartale und signalisiert, dass die Chip Kunden sich auf Jahre der Expansion einstellen. Cerebras baut in Europa massiv Kapazitäten für Rechenzentren aus, Nvidia könnte in China begrenzt H200 Chips verkaufen, und CXMT bereitet einen Milliarden IPO vor. Auf der anderen Seite flammt die Sorge vor einer „SaaS Pocalypse“ wieder auf: Starbucks setzt KI ein, um weniger abhängig von Microsoft und IBM Software zu werden. Salesforce wird wiederum von KeyBanc wegen fehlender Belege für künftigen Schub durch Agentforce abgestuft. Genau das ist der Markt heute: KI-Infrastruktur wird wieder gekauft, Software muss beweisen, dass sie nicht nur Opfer, sondern Profiteur der KI Welle ist. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► 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 * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Dan Nathan and Guy Adami open the podcast by framing the day's key market story as sharp weakness and heightened volatility in memory, chips, and semi equipment, citing rapid reversals in names like Micron and Applied Materials and opaque guidance from Samsung. They discuss whether the AI build-out is increasingly debt-funded—highlighting Amazon and Oracle debt issuance and private credit deals—and reference a “Groundbreaker” piece shared by Jim Chanos arguing investors miss second-derivative slowdowns and that AI resembles a credit-driven real estate cycle more like 2008 than 2000's patient equity bubble. They note a rotation bounce into software (Microsoft, Palantir, Salesforce, Adobe, ServiceNow) but question sustainability, and debate SpaceX's fast-tracked inclusion in the Nasdaq 100 after its IPO, the stock's poor trading, possible broader IPO implications, and an upcoming insider share unlock —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

In this interview, Sundeep Bajikar, Vice President of Corporate Strategy and Marketing at Applied Materials, discusses the evolving role of the semiconductor industry in enabling the next generation of AI technologies. He outlines how shifts beyond traditional scaling are reshaping innovation, with new materials, architectures and advanced packaging becoming critical to delivering performance gains while managing rising energy demands. The conversation explores how increasing demand for compute is placing pressure on infrastructure and sustainability frameworks, as well as the need for stronger collaboration across the value chain. Bajikar also reflects on how industry, policymakers and energy stakeholders can align to support a resilient and efficient digital ecosystem. Watch the full interview for insights into the strategic priorities shaping AI and semiconductor innovation.

Marvell (NASDAQ: MRVL) stock has surged since Jensen Huang called it the next trillion-dollar company — we ran a reverse DCF on the Q1 FY2027 earnings to see if the rally is justified.Marvell just posted record Q1 fiscal 2027 results, with revenue up 28% year-over-year to $2.4 billion and guidance pointing to 35% growth next quarter. As a fabless chip designer and IP licenser, Marvell is riding two major tailwinds: hyperscaler demand for custom AI chips (ASICs and XPUs) and networking systems that interconnect GPUs across data centers, including a growing partnership with NVIDIA via NVLink.We break down the earnings report, the CFO transition to Dan Durn (formerly of Adobe and Applied Materials), the balance sheet impact of the Celestial AI acquisition, and rising share dilution from recent deals. Then we run a reverse discounted cash flow analysis on Marvell at its current price to determine what growth rate is already priced in, and whether the semiconductor cycle and AI infrastructure buildout can realistically support it.If you're weighing whether Marvell is still a buy after this rally, or looking for better value elsewhere in the semiconductor supply chain, this one's for you.Semi Insider members get access to our full research platform and tools, plus deeper research as it happens. Join at chipstockinvestor.com.Get 15% off your Fiscal.ai membership with our link: fiscal.ai/csiContent 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.CSI doesn't own shares of Marvell.

Daily Snippet vom 06.07.2026 Michael Burry ist wieder short. Diesmal setzt er gegen Nvidia, Applied Materials, Tesla, Caterpillar, den Chip Sektor und die Nasdaq. Die Schlagzeile klingt groß. Für mich ist aber nicht Burry als Person das Entscheidende, sondern die Daten hinter seiner Wette. Die ganze Einordnung liest du im Blog:

Applied Materials (AMAT) is becoming one of the biggest beneficiaries of the A.I. semiconductor buildout, supplying the advanced manufacturing equipment needed to produce next-generation chips. In this Tech Corner, George Tsilis breaks down how Applied Materials is capitalizing on surging demand for advanced packaging, DRAM, and leading-edge foundry technologies, along with the record earnings and raised outlook fueling the stock's rally. Check out George Tsilis' prior coverage on AMAT here: https://schwabnetwork.com/video/tech-corner-amat-s-place-in-china-a-i-trade======== 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

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In this mid-year portfolio review, we break down six months of real performance across our memory holdings (Micron, SK Hynix, SanDisk, Western Digital, Seagate, NVE Corp, GSI Technology) and optical networking positions (Lumentum, Coherent, Applied Optoelectronics, Broadcom, Viavi Networks), explain why we're maintaining our allocation despite outsized gains, and walk through the risk management conversation every investor should be having right now.We also dig into the looming supply-side risk from CXMT's IPO in China, how the "Fab Five" equipment makers (ASML, Applied Materials, Lam Research, Tokyo Electron, KLA) and Chinese players like ACM Research fit into the memory cycle, and why Lumentum and Coherent remain our top optical picks for the second half of 2026, backed by NVIDIA's direct investment in both companies. This is a research-backed, data-driven portfolio update built for long-term fundamental semiconductor investors — not stock picking hype.Join Semi Insider for full access to our research platform and tools at https://chipstockinvestor.com. Get 15% off your membership with our data partner Fiscal.ai: https://fiscal.ai/csi.Content is for general information and entertainment only and is not investment advice. CSI owns shares of the companies discussed.

US equity indices closed mixed on Thursday, as tech volatility gripped trading ahead of the holiday, despite easing concerns over rate hikes. The S&P 500 was flat and the Nasdaq 100 fell 0.8%. Chipmaker stocks fell for a second day as investors questioned whether AI optimism had pushed valuations beyond reasonable levels. Fresh developments included reports that OpenAI was in talks to sell a 5% stake to the US government, while Meta (-4.9%) said it may monetize its excess compute capacity. Micron Technology sank 7%, Applied Materials slipped 7.4%, and Advanced Micro Devices dropped 4.3%. SanDisk (-14%) and Marvell (-9.8%) tanked. Tesla fell 7.5% despite a strong deliveries report. Still, the Dow climbed 595 points to a new record high amid strength in traditional sectors, as a softer-than-expected June jobs report pushed back expectations of an imminent Fed hike. Apple gained 4.8%, while Visa and Walmart both rose around 3%. For the week, the index added about 1.8%.SPI up 52 - Gold recovers Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. 

Major indexes finish higher marking a blockbuster quarter. Plus: Shares in Sandisk, Super Micro Computer, and Applied Materials jump as investors pile back into tech. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

The dollar held steady after the Iran talks while the British pound dropped on political upheaval, the Japanese yen neared 40-year lows, and the Indian rupee snapped a winning streak — all in the same week. Currency moves of this magnitude have real implications for international investment returns, inflation, and the relative attractiveness of global markets.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, KPP Newsletter, Inflation, CleanSpark, Inc. (CLSK), Should You Hedge Currency Risk? The Dollar, Yen, and Rupee in a Shifting Global Order, Applied Materials, Inc. (AMAT), NuScale Power Corporation (SMR), SkyWater Technology, Inc. (SKYT), Aeluma, Inc. (ALMU), Crystal Ball Trading Challenge.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Umsatz-Vervierfachung von Micron, schwere Vorwürfe gegen Alibaba und die Rettung einer Meme-Aktie. Außerdem geht es um Nvidia, United Airlines, Expedia, Booking Holdings, Wendy's, Alphabet, Verizon, Qualcomm, Cerebras Systems, Rheinmetall, TKMS, JPMorgan Chase, ExxonMobil, Johnson & Johnson, AbbVie, UnitedHealth Group, Chevron, HSBC, Applied Materials, Apple, Cisco Systems, Samsung Electro-Mechanics, Samsung Electronics, Vanguard FTSE All-World High Dividend Yield (WKN: A2PLTB), FTSE All-World (WKN: A2PKXG), iShares MSCI World Quality Dividend Advanced (WKN: A2P3WJ), iShares Core MSCI World (WKN: A0RPWH), iShares Euro Stoxx Select Dividend 30 (WKN: A2QP38), Fidelity Emerging Markets Quality Income (WKN: A2DWQW) und WisdomTree Megatrends ETF (WKN: A3EYCN). Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-cap UK company that might be a critical bottleneck in the AI data center networking boom. We explore how the industry is scaling up production for compound semiconductors and specifically look at Coherent's breakthrough with six-inch indium phosphide (InP) wafers. From there, we map out the players making this transition possible and detail why Oxford Instruments' plasma deposition and etch systems are moving out of the R&D lab and onto the commercial manufacturing floor. Episode Chapters & Key Takeaways:The Indium Phosphide Breakthrough: The industry has long been stuck at two- to four-inch wafers due to manufacturing defects, but Coherent has successfully transitioned to six-inch InP wafers. Mapping the Supply Chain: A breakdown of the companies involved in this ecosystem, including Sumitomo Electric for substrates, KLA Corp and Onto Innovation for inspection, and Applied Materials for deposition. Oxford Instruments' Critical Role: Oxford Instruments supplies the plasma deposition and etch technology used by Coherent to create features like laser sources and waveguides. A Shift to Commercial Scale: Historically an R&D business spun out of Oxford University, the company is now seeing its advanced technologies group transition into early-stage commercial production. Strategic Divestitures: Oxford Instruments recently sold its quantum computing and cryogenics segment to Quantum Design to focus heavily on AI data centers and compound semiconductors. Financials & Valuation: Despite recent headwinds like tariffs and US R&D funding delays, the company holds a clean balance sheet and is expecting a return to growth in fiscal 2027. Special thanks to our sponsor, fiscal.ai! Get 15% off any paid plan using our special link: fiscal.ai/csi. 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.CSI doesn't own shares of Oxford Instruments.

In deze nieuwe aflevering van CEO Talk ontvangen Nico Inberg en Jordy Beuving de CEO van chipmachineproducent BE Semiconductor Industries (BESI), Richard Blickman.Met Richard Blickman praten we uitgebreid over de historie en de vooruitzichten van de onderneming nu innovaties omtrent kunstmatige intelligentie in een razendsnel tempo doorzetten. Natuurlijk komen relevante onderwerpen zoals Hybrid Bonding en de samenwerking met Applied Materials uitgebreid aan bod. Meer weten over het Antaurus AI Tech Fund? Ga dan naar: http://antaurus.nl/Hieronder staat een volledig overzicht met alle onderwerpen die voorbijkomen. 00:00 - 01:40 Opening01:40 - 12:38 Beurskoers12:38 - 15:10 Nieuwe Besi upcycle begon H2-2515:10 - 27:05 AI drijft nieuwe semiconductor super-cycle27:05 - 29:30 Versnelling groei verwacht bij montage apperatuur29:30 - 33:40 Relatie met Applied Materials33:40 - 48:47 Hybrid bonding48:47 - 56:30 2026 update: veel nieuwe producten aangekondigd over het afgelopen jaar56:30 - 1:11:40 Applied materials samenwerking 1:11:40 CEO Summary

— Today we welcome Susan Winchester — a guide for professionals who want to transform career conflict into healing and growth. Susan helps people whose difficult childhoods quietly shape their work lives, turning perfectionism, people-pleasing, and overdrive into sources of insight rather than shame. Her message is simple but powerful: damage is not destiny, and the workplace can be a training ground for new, healthier ways of being. We'll explore the idea of the ASDP — the Adult Survivor of a Damaged Past — and the "bumper car" moments that trigger old beliefs in everyday career conflicts. Susan will share why most human suffering springs from unresolved wounds and automatic patterns, how those patterns show up at work, and how practical, research-based tools (career coaching, positive psychology, and neuroplasticity) can rewire responses for better relationships, leadership, and meaning. We'll also delve into her book, Healing at Work, co-written with Martha I. Finney: why it was written, the intention behind it, and how readers can use career challenges as opportunities to practice boundaries, self-love, and new behaviors. Valeria interviews  Susan Schmitt Winchester  — She is the author of  "Healing at Work: A Guide to Using Career Conflicts to Overcome Your Past and Build the Future You Deserve." 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 Executive Coach/Consultant, known for her book, "Healing at Work" with co-author Martha Finney. Healing at Work was recently recognized as an Amazon International Best Seller in 5 countries.  Susan leverages her 36+ years of experience as a Human Resources Executive to help organizations reduce turnover, elevate employee engagement, and boost corporate performance by focusing on innovative strategies to accelerate human potential and performance. She has worked across industries including consumer packaged goods, management consulting, automotive, industrial automation, technology, banking, and semiconductors. She has lived, worked, and studied, both in the US and in Europe.  Susan's passion lies in teaching and inspiring executives, leaders, and professionals to discover greater self-acceptance, fulfillment, and joy at work and in life.  She is a fellow of the National Academy of Human Resources, the highest professional honor for leaders in HR. Learn more about Susan Schmitt Winchester and her work, please visit: https://susanwinchester.com/

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen weiteren Rekord für Elon Musk, einen unerwarteten Dämpfer für Adobe und eine beispiellose Vorfreude-Rallye. Außerdem geht es um JP Morgan, Eli Lilly, Tesla, KLA Corporation, Lam Research, Micron Technology, Arm, Applied Materials, Marvell Technology, ASML, AMD, Intel, SanDisk, Viasat, Firefly Aerospace, Intuitive Machines, Planet Labs, EchoStar, Rocket Lab, OHB, Siemens Energy, Infineon, SAP, Oracle, Kontron, Porsche AG, Microsoft, Amazon, Apple, Alphabet, Nvidia, Deutsche Telekom, Ennoconn, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) und Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498). Meldet Euch hier zum kostenlosen AAA-Newsletter an: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Analizamos los últimos datos macro y miramos a SpaceX, Oracle, Applied Materials, Eli Lilly... Con Nicolás del Río, analista de ActivoTrade

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five companies that control roughly 70% of annual global fab equipment spending, and explain why 2026 and 2027 are shaping up to be record revenue years — with a potential speed bump in 2028 worth watching.The conversation also covers the wave of creative M&A reshaping the equipment landscape: the Axcelis and Veeco merger nearing final approval, Onto Innovation's strategic equity stake in X-ray imaging firm Rigaku, and Applied Materials' targeted acquisition of an advanced packaging segment from ASMPT.But the most overlooked part of this episode is the introduction of the Lab 7 — a group of life science and laboratory capital equipment companies, including Thermo Fisher, Agilent, Bruker, and Revvity, that share surprising structural overlap with semiconductor supply chain investing. CSI explains why these companies could serve as a diversification play for semiconductor-heavy portfolios, and why the two industries may begin to converge.If you're wondering how to stay invested in the semiconductor supply chain without overconcentrating in a handful of names, this episode gives you a research-backed framework for thinking about it.Topics covered:- Fab 5 revenue breakdown and 20-year performance- Is wafer fab equipment overpriced in 2026?- Axcelis + Veeco merger update- Onto Innovation & Rigaku X-ray partnership- Applied Materials acquires ASMPT packaging segment- Introducing the Lab 7: life science meets semiconductor- Portfolio diversification beyond the semiconductor supply chain- Semiconductor market cycle outlook through 2028 and beyondFor in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes. They start by discussing the latest Canadian inflation data, where headline CPI surprisingly slowed despite a volatile energy environment. The hosts also weigh the broader macroeconomic impact of surging bond yields—highlighting the climb in both U.S. and Canadian yields—and explain how these moves directly pressure household disposable income via upcoming fixed-rate mortgage renewals. The conversation then shifts to corporate earnings, starting with Constellation Software's strong quarter, record M&A spending, and whether AI poses a structural threat to the software sector. They also touch on Atkins Réalis (formerly SNC-Lavalin), reviewing its massive nuclear opportunities, unique Candu technology moat, and a new partnership with Nvidia to develop nuclear-powered AI factories. They wrap up by analyzing Canadian Tire's sluggish retail top-line growth, exploring a large sequential decline in Sport Chek store locations and elevated credit card delinquencies that signal a stretched consumer. Finally, the hosts highlight key industrial earnings from Applied Materials and Finning International, which are both capitalizing on the massive infrastructure and data center build-outs fueling the global AI boom. Tickers of stocks discussed: CSU.TO, ATRL.TO, WSP.TO, CTC-A.TO, DOL, AMAT, ASML, FTT, TIH Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. 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 * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street dreht kurz vor Handelsstart ins Plus. Der Iran soll ein neues Friedensangebot eingereicht haben. Vorbörslich wurde die Wall Street noch durch den Nahostkonflikt belastet, nachdem Drohnenangriffe in der Nähe nuklearer Infrastruktur der Vereinigten Arabischen Emiraten stattgefunden haben. Außerdem erhöht Donald Trump den Druck auf den Iran. Gleichzeitig steigt die Rendite der zehnjährigen US-Staatsanleihen mit rund 4,6 Prozent auf den höchsten Stand seit Anfang 2025. Ein Zeichen wachsender Inflations- und Zinssorgen. Schwache Konjunkturdaten aus China verstärken zusätzlich die Sorge über eine Abschwächung der Weltwirtschaft. Im Fokus stehen heute die Aktien von Baidu, nach besser als erwarteten Quartalszahlen und starkem Wachstum im KI-Cloudgeschäft, Bio-Rad nach Berichten über einen Einstieg des aktivistischen Investors Elliott sowie Tesla, nachdem die Preise für das Model Y erstmals seit zwei Jahren angehoben wurden. Analystenseitig sorgt vor allem die Herabstufung von Applied Materials durch Morgan Stanley für Aufmerksamkeit, obwohl der Konzern zuletzt starke Zahlen geliefert hatte. Positiv aufgenommen werden dagegen höhere Kursziele für Nvidia, CrowdStrike und Dell Technologies, die durch anhaltende Dynamik im KI- und Infrastrukturgeschäft getragen werden. 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

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Werbung | Zum 80. Jubiläum: Jetzt 4 Wochen Handelsblatt kostenlos sichern. Alle Infos unter: www.handelsblatt.com/80 Die Wall Street startet schwach in den Freitag. Belastend wirken steigende Renditen bei US-Staatsanleihen, der Ölpreisanstieg und die Enttäuschung über das Trump-Xi-Treffen. Wirkliche Durchbrüche gab es nicht, weder bei Handel noch bei Technologie oder Taiwan. Damit fehlt dem Markt nach der starken Rally ein neuer positiver Treiber. Boeing soll von China rund 200 neue Aufträge erhalten. Die Wall Street rechnete aber mit 500 bis 600 Neuaufträgen. Die Rendite der 10-jährigen US-Staatsanleihen steigt auf über 4,5%, nachdem erneut heiße Inflationsdaten aus Japan die Sorge verstärken, dass die Inflation global hartnäckig bleibt. Gleichzeitig zieht der Ölpreis kräftig an, da die Straße von Hormus weiter blockiert bleibt und damit Sorgen um die globale Energieversorgung zunehmen. Trump dürfte sich nach seiner Ankunft in Washington wieder verstärkt auf den Iran-Konflikt konzentrieren. Die Ergebnisse von Applied Materials fallen stark aus. Umsatz, Gewinn und Ausblick schlagen die Erwartungen klar, getragen vom KI-Boom und der hohen Nachfrage nach Halbleiter-Equipment. Allerdings waren die Erwartungen zuletzt extrem hoch. Auch Figma liefert starke Zahlen und hebt die Jahresprognose an. Die Resultate helfen, Sorgen über eine mögliche KI-Verdrängung im Designbereich etwas zu entschärfen – auch wenn die Bewertung der Aktie hoch bleibt. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► 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 * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street startet schwach in den Freitag. Belastend wirken steigende Renditen bei US-Staatsanleihen, der Ölpreisanstieg und die Enttäuschung über das Trump-Xi-Treffen. Wirkliche Durchbrüche gab es nicht, weder bei Handel noch bei Technologie oder Taiwan. Damit fehlt dem Markt nach der starken Rally ein neuer positiver Treiber. Boeing soll von China rund 200 neue Aufträge erhalten. Die Wall Street rechnete aber mit 500 bis 600 Neuaufträgen. Die Rendite der 10-jährigen US-Staatsanleihen steigt auf über 4,5%, nachdem erneut heiße Inflationsdaten aus Japan die Sorge verstärken, dass die Inflation global hartnäckig bleibt. Gleichzeitig zieht der Ölpreis kräftig an, da die Straße von Hormus weiter blockiert bleibt und damit Sorgen um die globale Energieversorgung zunehmen. Trump dürfte sich nach seiner Ankunft in Washington wieder verstärkt auf den Iran-Konflikt konzentrieren. Die Ergebnisse von Applied Materials fallen stark aus. Umsatz, Gewinn und Ausblick schlagen die Erwartungen klar, getragen vom KI-Boom und der hohen Nachfrage nach Halbleiter-Equipment. Allerdings waren die Erwartungen zuletzt extrem hoch. Auch Figma liefert starke Zahlen und hebt die Jahresprognose an. Die Resultate helfen, Sorgen über eine mögliche KI-Verdrängung im Designbereich etwas zu entschärfen – auch wenn die Bewertung der Aktie hoch bleibt. 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

Ryan Shrout breaks down why Applied Materials (AMAT) could continue riding the AI-driven tech rally, while warning that China export risks remain a key concern. He also looks ahead to revenue guidance and its role in the chip trade. George Tsilis walks us through an example 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

As the AI trade grips markets, Rick Ducat turns to a quieter winner in the space through Applied Materials (AMAT). The chip equipment maker reports earnings after Thursday's closing bell. Rick runs investors through the key support and resistance levels before offering 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

4.3 million industrial robots are already deployed globally. Robot costs have dropped 50% in 30 years. Payback periods are now 1 to 3 years. The reshoring of American manufacturing isn't a forecast — it's a buy order.This week on Money On Tap, Ben Brayshaw and Dan Michelon continue the series with The Railroads of Robotics — the picks-and-shovels playbook for physical AI and the next great industrial build-out.What you'll learn:Why three forces — reshoring, labor shortage, and 1–3 year robot payback — make automation inevitableThe four investable layers: robots · AI systems · software · hardwareA walk-through of the public names: Rockwell Automation, Teradyne, Emerson Electric, NVIDIA, Tesla (Optimus), AeroVironment, Applied Materials, AutodeskHow cobots are reshaping skilled-trades work — and what the NVIDIA CEO's "three-day work week" prediction really meansFive robotics-themed ETFs walked through: ROBO, BOTZ, IBOT, ARKQ, ROBTWhat to tell the kids and grandkids about which jobs will actually exist in 10 yearsThe geopolitical risk that could shelve this entire build-out overnightPlus Money In The News:United Airlines hikes fares up to 20% — CEO admits passing 100% of jet-fuel cost to consumersMusk vs. Altman: a $134B suit heading to court while SpaceX ($1.25T) and OpenAI ($850B) IPOs loomAdobe announces a $25B buyback (25% of market cap) while Big Tech keeps laying off — and the buyback nuance most investors missRead the companion blog: brayshawfinancial.com/blogSchedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsultaFull Money On Tap episode library: brayshawfinancial.com/money-on-tapContact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comWhat is "physical AI" and why does it matter for investors? Physical AI is the application of artificial intelligence to machines that operate in the real world — industrial robots, cobots, autonomous vehicles, drones, and humanoid robots. Unlike AI software that lives only on a screen, physical AI directly performs labor: assembling products, moving materials, inspecting quality, and operating equipment. For investors, it converts the AI thesis into measurable productivity gains and physical reshored capacity.

Die Wall Street startet nach einer starken Vorwoche uneinheitlich in die Woche. Belastend wirken erneut steigende Ölpreise infolge der Spannungen im Nahen Osten, nachdem Präsident Trump Irans jüngsten Vorschlag zur Beilegung des Konflikts als „völlig inakzeptabel“ bezeichnete. Dennoch bleibt die Stimmung an den Märkten stabil, da Anleger weiter voll auf den KI- und Halbleiterboom setzen. Besonders in Asien standen Tech- und Chipwerte im Fokus: Lenovo und SMIC legten kräftig zu, während Nintendo nach einer Preiserhöhung für die Switch 2 deutlich unter Druck geriet. Auch in den USA setzt sich die KI-Euphorie fort. Nvidia sorgt mit milliardenschweren Beteiligungen an Partnern weiter für Fantasie. Broadcom verhandelt laut Bloomberg über ein 35-Milliarden-Dollar-Finanzierungspaket für KI-Chips und Cerebras will wegen der enormen Nachfrage die Preisspanne seines Börsengangs anheben. Intel profitierte zuletzt von Berichten über eine mögliche Chipfertigung für Apple. Im Fokus der Woche stehen neben den US-Inflationsdaten vor allem weitere große Tech-Ergebnisse, darunter Cisco, Applied Materials sowie kommende Woche Nvidia. Die Blicke richten sich außerdem auf das anstehende Treffen zwischen Trump und Xi in Peking. 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 * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street startet nach einer starken Vorwoche uneinheitlich in die Woche. Belastend wirken erneut steigende Ölpreise infolge der Spannungen im Nahen Osten, nachdem Präsident Trump Irans jüngsten Vorschlag zur Beilegung des Konflikts als „völlig inakzeptabel“ bezeichnete. Dennoch bleibt die Stimmung an den Märkten stabil, da Anleger weiter voll auf den KI- und Halbleiterboom setzen. Besonders in Asien standen Tech- und Chipwerte im Fokus: Lenovo und SMIC legten kräftig zu, während Nintendo nach einer Preiserhöhung für die Switch 2 deutlich unter Druck geriet. Auch in den USA setzt sich die KI-Euphorie fort. Nvidia sorgt mit milliardenschweren Beteiligungen an Partnern weiter für Fantasie. Broadcom verhandelt laut Bloomberg über ein 35-Milliarden-Dollar-Finanzierungspaket für KI-Chips und Cerebras will wegen der enormen Nachfrage die Preisspanne seines Börsengangs anheben. Intel profitierte zuletzt von Berichten über eine mögliche Chipfertigung für Apple. Im Fokus der Woche stehen neben den US-Inflationsdaten vor allem weitere große Tech-Ergebnisse, darunter Cisco, Applied Materials sowie kommende Woche Nvidia. Die Blicke richten sich außerdem auf das anstehende Treffen zwischen Trump und Xi in Peking. 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

Dr. Melisa Buie is an operational excellence leader and co-author of Faceplant: FREE Yourself from Failure's Funk. She has a PhD in nuclear engineering from the University of Michigan, taught graduate engineering courses at San Jose State University, and has worked at semiconductor and photonics companies including Lam Research, Coherent, and Applied Materials. She is also the author of Problem Solving for New Engineers. Episode page with links, video, and more Melisa's favorite mistake is one she didn't recognize until ten years after the fact. After publishing her first book while juggling a full-time job, teaching, and raising her son as a single parent, she was exhausted -- so she did nothing to market or promote it. She told herself she had earned the rest. What she actually did, she now sees, was choose invisibility. The lesson wasn't that rest is bad. It was that she had mis-timed it, treating rest as the finish line instead of part of the cycle. In this conversation, Mark and Melisa get into why platitudes like "fail fast" and "fail forward" tend to fall flat, why pre-mortems can prevent faceplants that postmortems can't, and the four autopilot reactions Melisa calls the Conspirators -- the machine, the magician, the statue, and the satellite. They also explore how separating the facts of a failure from the story we tell ourselves about it is often the difference between getting stuck and getting free, what happens when organizations inadvertently create cultures where failure isn't safe, and how AI can be a thinking partner in problem solving rather than a replacement.

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet  https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? Check out our live coverage: https://www.sixfivemedia.com/our-events/google-cloud-next-2026 Be part of our community — hit that subscribe button and let us know if you'd like us to go back to Friday drops.  

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Halbleiter-Hochs, das Mega-Telekom-Gerücht und einen Korea-Kracher. Außerdem geht es um ServiceNow, IBM, Texas Instruments, Lam Research, GE Vernova, Siemens Energy, Siemens, SAP, Boeing, AT&T, Philip Morris, Avis Budget, Vertiv, Nvidia, Deutsche Telekom, T-Mobile US, Vodafone, SK Hynix, Spirit Airlines, ASML, ASMI, AMD, TSMC, Samsung, Applied Materials, Tokyo Electron. 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. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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

Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headline numbers, the mix shift toward memory, the advanced packaging growth story, what management's $796 million share buyback at all-time highs is actually communicating, and why Lam has quietly become CSI's largest semiconductor equipment holding — overtaking Applied Materials, where their conviction started over a decade ago.There is also the acceleration of the $40 billion NAND conversion investment timeline, now expected to complete before the end of 2027 — a significant pull-forward that increases near-term equipment demand for exactly the etch and deposition tools that Lam dominates. What we cover:— Q3 FY2026 results: $5.84B revenue, +24% year over year, EPS beat, gross margin approaching 50%— Q4 guidance: $6.6B vs. $6.1B analyst consensus — what the gap means for the cycle— Memory mix rising to 39% of systems revenue and why it has further to run in 2026 and 2027— Advanced packaging revenues targeted to grow over 50% in calendar year 2026— Customer support segment hits a record $2B — the recurring revenue cushion for the next downturn— The $796M share buyback at all-time highs — management's unambiguous signal— The $40B NAND conversion acceleration and what it means for Lam's revenue runway— Wafer fab equipment spending raised to $140B annually — the industry-wide read-through— Why Lam has become CSI's largest fab equipment holdingSponsored by fiscal.ai — the platform powering CSI's KPI charts and financial data. Get 15% off at fiscal.ai/csiDisclosure: Nick and Kasey are Lam Research shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

This is a fireside chat hosted by Rajeev Srinivasan of the IIT Madras Alumni Association, featuring Dr. Suraj Rengarajan, MD and Principal Technologist, Applied Materials India. The discussion centers on the current renaissance of India's semiconductor industry, highlighting how favorable government policies and shifting global geopolitics have created a unique window for domestic manufacturing. They discuss how supportive government policies, shifts in global geopolitics, and a massive domestic consumer market are creating a unique opportunity for India to establish a manufacturing ecosystem. The dialogue emphasizes the necessity of developing specialized talent and hands-on training to move beyond semiconductor design into actual fabrication. Dr. Rengarajan highlights the potential of AI-driven manufacturing and predictive analytics to improve production efficiency and material discovery. He also explains the critical need to build a supporting ecosystem of suppliers, specialized power, and ultrapure water around newly announced fabrication plants. He emphasizes that while India possesses significant design talent, the country must now focus on hands-on technical training and leveraging AI for manufacturing efficiency. The conversation also addresses the challenges of competing with established global players and the importance of niche applications in the domestic market. Ultimately, the source portrays a hopeful yet realistic outlook on India's journey toward becoming a global electronics manufacturing hub over the next decade.Here's a brief profile of Dr. Suraj Rengarajan:Dr. Suraj Rengarajan is the Managing Director and Principal Technologist at Applied Materials India, Bangalore. In this role he drives strategic engagement between Applied Materials India and external technology ecosystems, including universities, research institutions, the start-up eco-system and industry forums. He serves as a key spokesperson for Applied Materials in technology-related events and manage programs that foster innovation, collaboration, and talent development.Suraj started his career at Applied Materials, Santa Clara in 1997, where he held different roles ranging from process engineering, technology, program management, and product marketing for thin film deposition and metallization for interconnects silicides and novel memories.He moved to India in 2007 to head the SunFab group for Applied Materials in India. Later he headed the engineering group for dielectric deposition. As the India CTO, he worked on materials engineering driven inflections to develop and commercialize new technologies. As Semiconductor Products Group India head he drove SPG strategic objectives in India, planning and growing a customer focused organization, building local leadership talent, enabling collaboration across India & Asia region, and strengthening university and ecosystem partnerships.Suraj holds a B. Tech from IIT Madras in Metallurgical Engineering and earned his M.S and Ph.D. from the University of Texas at Austin in Materials Science. Suraj holds over 15 US patents and has more than 20 publications.The following are courtesy Google notebook LM. Audio podcast (a good summary of the conversation with some AI masala): This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

El analista de APTA Negocios examina los títulos de Repsol, Micron, Applied Materials, Intel, Meta, Apple y Ferrovial, entre otros

Send us Fan MailDr. Melisa Buie is a problem solver, author, and operational excellence leader known for making complex systems work better. Her work spans advanced technologies such as lasers and semiconductor equipment, as well as large-scale global manufacturing and business systems.Melisa's career sits at the intersection of engineering innovation and operational performance. She has held key roles with leading organizations in the semiconductor and photonics industries, including Lam Research, Coherent, Applied Materials, and Advanced Energy. As Global Director for Lean Operational Excellence at Coherent, Inc., a $2B global photonics solutions company, she led initiatives that advanced both engineering performance and enterprise-wide transformation. Earlier in her career, she served as a Member of the Technical Staff and Engineering Manager at Applied Materials and Advanced Energy, and as a Research Scientist with Science Applications International Corporation at the Naval Research Laboratory in Washington, D.C., where she focused on theoretical laser systems.In addition to her industry leadership, Melisa is an author and educator. She wrote Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know in 2017, drawing on her experience bridging industry and academia. She also taught graduate-level courses for nearly a decade at San Jose State University in the Department of Biomedical, Chemical, and Materials Engineering, where she helped develop the next generation of engineering leaders and problem solvers.A Few Quotes From This Episode“If it's safe to fail, then it's safe to learn and grow.” “Experimentation is something that leads to a lot of failure.” “Part of the reason we don't like failing is because of all the emotions that come with it.” “You've got to separate the story you make up about the failure.” Resources Mentioned in This Episode Book: Faceplant: Free Yourself From Failure's Funk by Buie and colleaguesBook: Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know by BuieAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About  Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.

Federal Reserve officials are grappling with conflicting signals as Middle East turmoil threatens to reignite inflation just as they were considering rate cuts. The central bank's delicate balancing act between economic growth and price stability faces its biggest test since the pandemic.Today's Stocks & Topics: Evolv Technologies Holdings, Inc. (EVLV), Market Wrap, Vontier Corporation (VNT), Micron Technology, Inc. (MU), Applied Materials, Inc. (AMAT), Gen Digital Inc. (GEN), Is the Fed Rate Cut Still Coming Despite Geopolitical Inflation?, PayPal Holdings, Inc. (PYPL), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Diamondback Energy, Inc. (FANG), Synchrony Financial (SYF), Consumer Staple Stocks, EssilorLuxottica Société anonyme (EL.PA), Cheniere Energy, Inc. (LNG).Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessAdvertising Inquiries: https://redcircle.com/brands

President Trump's emergency authorization of $23 billion in Gulf arms sales and massive defense spending increases are creating a windfall for military contractors. The defense industrial complex is experiencing its biggest expansion since the Cold War era.Today's Stocks & Topics: Tapestry, Inc. (TPR), Market Wrap, CVS Health Corporation (CVS), Applied Materials, Inc. (AMAT), Alternative Investment: Ground-floor, Defense Spending Boom: Military Contractors Hit the Jackpot, Warrior Met Coal, Inc. (HCC), The Bond Market, Kinsale Capital Group, Inc. (KNSL), VICI Properties Inc. (VICI), The Top 1%.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Host: Annik Sobing Guest: Valentin Povarchuk, Senior Counsel, Acrevis Law Group Published: March 2026 Length: ~35 minutes Presented by: Global Training Center Lessons from Applied Materials: Export Controls, Entity List Risks, and Semiconductor Enforcement Annik Sobing welcomes Valentin Povarchuk, trade compliance expert with 20+ years across big law, in-house, and boutique firms, for a deep dive into export controls and sanctions—his thought leadership sweet spot. They unpack the Applied Materials $252M settlement for ion implanter sales to SMIC (despite BIS warnings and Entity List designation), Pterodyne Flare's $1M mitigated penalty (via voluntary disclosure), and how companies navigate entity list risks in semiconductors amid U.S.–China tensions. Valentin teases an April 7 free GTC webinar on due diligence. What You'll Learn in This Episode Valentin's background 20+ years advising on customs, AD/CVD, export controls, sanctions; now at Acrevis Law Group helping companies (esp. tech/startups) build compliance programs. Expert in entity list/entity alerts, corporate risk management—not just tariffs/customs. Semiconductor export controls 101 Focus on equipment/software for advanced chips (AI training), not just chips themselves; bipartisan consensus on China as tech adversary (Russia/Belarus secondary). Biden's AI Diffusion Rule (global licensing limits) revoked by Trump; new approach more “transactional” (trade for access). Uncertainty reigns—no clear replacement yet. Applied Materials case breakdown ($252M penalty) BIS sent is-informed letter warning off SMIC; later Entity List addition. Applied continued via South Korean plant (substantial transformation: assembly/testing to claim “Korean origin” tariffs now; semicon/tech under microscope—review Entity List diligence today. Is-informed = hard stop; don't “get creative” without weighing enforcement (spirit > letter). Voluntary disclosure works—self-report transparently for leniency. Join Valentin's free April 7 GTC webinar on due diligence. Credits Host: Annik Sobing Guest: Valentin Povarchuk Subscribe & Follow • YouTube • Spotify • Apple Podcasts Join the conversation with fellow trade professionals in the Trade Geeks Community: https://globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast

What if workplace conflict is not something to avoid, but the very path to healing and high performance? In this episode, Susan Winchester shares how a 36-year corporate HR career evolved into a purpose-driven executive coaching and consulting practice focused on emotional intelligence, leadership effectiveness, and workplace healing. Susan served in senior HR leadership roles for global organizations including Kellogg's, Federal Reserve Bank of Chicago, Rockwell Automation, and Applied Materials. After retiring from corporate life at 60, she transitioned into her own consulting and executive coaching practice, helping C-suite leaders and organizations transform workplace dynamics through her proprietary frameworks. Susan reveals how two key relationships profoundly changed the trajectory of her career, leadership style, and personal growth. [00:02:40] From Corporate CHRO to Purpose-Driven Consultant • 36.5-year career in corporate HR and consulting • Served as Chief HR Officer in Fortune 150 organizations • Successfully hired and mentored her successor before retiring • Retired at 60 and transitioned into consulting by design [00:08:00] The Crossroads Meditation • Attended a VIP retreat in Ibiza • Faced a decision between scaling a digital business or starting a boutique consulting practice • Realized she wanted to work with people she genuinely respected and enjoyed • Within weeks, former colleagues reached out with opportunities [00:10:40] Helping Leaders Shift Identity • Coaches executives in large corporations, private equity firms, and universities • Helps leaders recognize how childhood programming shows up at work • Reduces anxiety, overthinking, and perfectionism patterns • Focuses on leadership capability and performance optimization [00:13:40] The Relationship That Changed Everything: Celine DeCosta • Finished writing Healing at Work but was afraid to publish it • Invested in a 90-minute Story Clarity Intensive • Discovered her purpose was bigger than her fear • Published the book after years of hesitation [00:23:20] 4,000 Weeks and Redefining Time • Introduced to Four Thousand Weeks by Oliver Burkeman • Realized an 80-year life equals roughly 4,000 weeks • Shifted from seeing time as pressure to seeing it as precious • Became more intentional about family, friendships, and experiences [00:27:00] Rethinking Wealth and Utility • Influenced by Die with Zero by Bill Perkins • Began focusing on life experiences over accumulation • Prioritized giving while alive • Shared wealth intentionally with family [00:29:00] The Second Transformational Relationship: Ken Wright • Met Ken Wright through the Human Synergistics Lifestyles Inventory • Received early feedback about perfectionism that later proved true • Learned advanced leadership and organizational frameworks [00:37:00] The Power of Right Relationships • Credits mentors for holding a bigger vision for her than she held for herself • Learned that growth requires uncomfortable feedback • Discovered that emotional healing improves performance • Built a career rooted in gratitude and intentional evolution KEY QUOTES "A lot of our workplace conflict is unresolved history asking to be healed." - Susan Winchester "There is a conscious healing career path, and there is an unconscious wounded career path. Most of us don't realize which one we're on." - Susan Winchester "Perfectionism looks like excellence from the outside. Inside, it can be desperation." - Susan Winchester CONNECT WITH SUSAN WINCHESTER

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

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.