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Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits.https://9operators.com/applovinFounder anxiety. Sleepless nights. Standing on the brink of bankruptcy. Anyone who's put their own chip on the table knows just how painful leading a brand can be. What if it wasn't just one brand, but a portfolio of companies?Join hosts Matthew Bertulli and Jason Panzer as they explore Roman Khan's journey from staring into the abyss to building a holdco of multiple +$100M brands as the president of Peak 21.Discover the challenges + triumphs of entrepreneurship, the importance of distribution over product, and Roman's unique approach to scaling brands like Raycon, Linjer, Nutrition Kitchen, and more. Whether you're an aspiring entrepreneur or a seasoned business leader, this episode is packed with valuable lessons and brutally honest inspiration.00:00 – The Titanic Moment: Facing Bankruptcy02:46 – Learning From Failure and Founder Anxiety04:20 – From Finance to Rocket Internet06:09 – Starting Linjer: The $20K Kickstarter Gamble07:56 – Pivoting to Jewelry and Early Wins11:25 – Turning 40: Wealth, Purpose & Gratitude15:26 – The Raycon Story: A $14M Playbook for Growth25:55 – How to Buy and Scale Companies the Smart Way39:00 – Leading Teams: Radical Accountability & Execution47:00 – Marketing Deep Dive: Meta, AppLovin & the Future of Growth01:05:00 – AI, Creativity & The Next Era of E-commerce01:22:00 – TITANS 10: Rapid-Fire Founder Insights
2025 洪佩瑜《開》北流演唱會 ◖ 演出時間：2025 年 12 月 6 日（六）19:30 ◖ 演出地點：台北流行音樂中心 表演廳 ◖ 演出地址：台北市南港區市民大道八段 99 號 ◖ 售票時間：2025 年 10 月 18 日（六）中午 12:00 ◖ 票 價：NT$3,680 / $3,280 / $2,680 / $2,280 / $1,880 [全區座席] ◖ 主辦單位：KKLIVE、其後音樂、何樂音樂 ◖ 製作單位：KKLIVE ◖ 購票方式：KKTIX、全家便利商店 FamiPort ◖ 購票連結：https://sofm.pse.is/89zbp9 -- 行人過馬路要注意安全！ 沒有路權時不要通行，穿越馬路請遵守號誌燈指示，注意來車與周圍環境，步行安全最重要，保護自己也保護他人。
Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits.https://9operators.com/applovinDespite a one-page website with nothing but his name and a contact button, David Herrmann is easily the world's most influential media buyer. Famous or infamous (especially if you're an ad platform that triggers his X-posting wrath), he's been shaping the face of ecommerce advertising for almost two decades.One part storytelling, two parts tactical insights … David shares his journey from selling MRI machines online to managing over a billion dollars in ad spend. Discover the challenges and triumphs of media buying, creative strategy, and the surprising roles of inhouse versus outsourced agencies. Whether you're a seasoned marketer or just starting out, this episode is packed with valuable takeaways and industry insights.
PocketGamer.biz head of content Craig Chapple and news editor Aaron Astle discuss the latest games industry news on the 68th episode of the Week in Mobile Games Podcast.On this week's show we discuss:The reveal of the Top 50 Mobile Game Makers 2025 list.Supercell CEO Ilkka Paananen's letter sounding the alarm on potential EU regulation he says could kill the region's industry.New Texas age verification laws for app stores.The SEC's AppLovin investigation and why it could spread to other ad tech firms.** Let's Connect **
This week in games: Ilke's open letter to the EU stirs the industry pot, AppLovin faces an SEC probe, and Epic drops its new Web Shops like it's 2012 all over again. Ubisoft's management drama continues, Istanbul's gaming boom is no joke, and we wrap with a spicy take on the new wave of AI business slop.00:00 Welcome01:00 Intro & Shills07:58 Ilke's Open Letter on EU Regulations21:38 AppLovin Under Fire: SEC Probe and Stock Volatility29:19 Epic Games' Web Shops Launch36:50 Ubisoft's Management and Future41:47 Istanbul's Gaming Industry Boom51:32 AI Business Slop01:01:00 EOS
Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits.https://9operators.com/applovinJack Gia shares his expansive journey from enterprise technology to investing to founding Muesly, a prescription skincare brand with over one million customers and $100M in annual revenue.Along with hosts Matt Bertulli and Mike Beckham, they discuss the importance of innovation, learning from failures, and the challenges of building a telehealth platform. Jack emphasizes the significance of community engagement and real customer stories in marketing, as well as the core ethos of DIY. He offers valuable insights for aspiring entrepreneurs — a calculated yet action-oriented approach to business.
Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Rumors are swirling that Apple is shelving some work on its Vision Pro overhaul to prioritize work towards AI glasses. Apple removes the ICEBlock app from its App Store following the U.S. Department of Justice's request. iFixit is not surprised by the repairability of the AirPods Pro 3. And Apple's new Crossbody Strap accessory is a popular item, as the straps remain backordered. Apple shelves Vision headset revamp to prioritize Meta-like AI glasses. Apple removes ICEBlock, an app for anonymously reporting ICE officer sightings, from the App Store; AG Pam Bondi says the DOJ requested its removal. Apple releases new 'Elevated' episode for Apple Vision Pro. Apple to report its Q4 2025 results on October 30. AppLovin probed by SEC over its data-collection practices. Apple turned the CrowdStrike BSOD issue into an anti-PC ad. Apple removes 'carbon neutral' claims from new devices. AirPods Pro 3 Teardown: Still a tragedy. Apple's new Crossbody Strap accessory sure seems like a hit. Apple puts hardware chief John Ternus in the succession spotlight. iOS 26.1 beta 2 now available. Taylor Swift launches iTunes-exclusive The Life of a Showgirl 'Deluxe' edition. Rivian CEO explains why Apple CarPlay doesn't fit its vision. Apple hoping to announce F1 streaming deal at upcoming US Grand Prix. Picks of the Week Andy's Pick: It's the Great Pumpkin, Charlie Brown Jason's Pick: Lutron Smart Home Switches Alex's Pick: Nebo Big Larry 3 Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: 1password.com/macbreak zocdoc.com/macbreak zapier.com/macbreak cachefly.com/twit
Japan's first female governing-party leader is an ultra-conservative star in a male-dominated groupSanae Takaichi.In a country that ranks poorly internationally for gender equality, the new president of Japan's long-governing Liberal Democrats, and likely next prime minister, is an ultra-conservative star of a male-dominated party that critics call an obstacle to women's advancement.In a country known for the concept of karoshi, or death from overwork, Japan's likely next prime minister said that people should work like a WHAT?A WORKHORSEBefore entering politics, Japan's likely next prime minister had WHAT artistic hobby?Drummer in a heavy metal bandIntroducing Fortune's first-ever Most Influential Women Asia rankingJust to give you some context:How many athletes? 4How many K-pop stars? 4How many actors? 2How many politicians? 2HOW MANY business leaders, civic leaders, scientists, educators, journalists, healthcare workers, spiritual leaders, or legal scholars?ZERODemocrats demand ‘action' as AI reportedly threatens to replace 100M US jobsA new Senate report warns that artificial intelligence could displace nearly 100 million U.S. jobs within the next decade, spurring Democrats to push for a levy for each human position replaced by machines, tech or algorithms. What is the current nickname for this bill: Terminator tithea "robot tax"Roomba reparationsbot tollRoboCop rebateSilicon sin taxAccording to Bloomberg, This is the leading pick to succeed Tim Cook as CEOCOO Sabih KhanFormer COO Jeff Williams, SVP Design, Watch, and HealthJohn Ternus, SVP of Hardware EngineeringCFO Kevan ParekhCHRO Deirdre O'BrienBoard member Susan Wagner, founding partner and director of BlackRockDeloitte will refund Australian government for WHAT?climate risk model using emissions data from New Zealand and not AustraliaA report that was filled with AI hallucinationsa partial refundConsulting firm quietly admitted to GPT-4o use after fake citations were found in AugustShortly after the report was published, though, Sydney University Deputy Director of Health Law Chris Rudge noticed citations to multiple papers and publications that did not exist. That included multiple references to nonexistent reports by Lisa Burton Crawford, a real professor at the University of Sydney law school.the updated report removed several fake citations and a fabricated quote attributed to an actual ruling from federal justice Jennifer Davies (spelled as "Davis" in the original report).cybersecurity review that relied on completely fabricated case studiesOver 80% of the report found to have copied sections from Wikipediapolicy review found to have been nearly a complete duplicated a previous PwC reportAppLovin stock tanks on report SEC is investigating company over data-collection practicesPOP QUIZ!Adam Foroughi is the CEO of AppLovin:Who is the Founder of AppLovin? Adam ForoughiWho is the Chair of AppLovin? Adam ForoughiWho is the longest-tenured director of AppLovin? Adam ForoughiWho is the largest shareholder at AppLovin? Adam ForoughiWhat percentage of outstanding AppLovin shares does Adam own? 9%What percentage of AppLovin voting power does Adam control? 61%How many votes per share do Adam's Cass B shares give him? 20Did Adam graduate from college? YES! Economics degree from BerkeleyBut what exactly does AppLovin do? The company helps developers market, monetize, analyze and publish their apps through its mobile advertising, marketing, and analytics platformsOn the company's “Director Nominees' Skills and Expertise” matrix in its 2025 proxy statement, which two categories are the least-represented?: Cyber Security (3 of 9) and Data Privacy (4 of 9)What was the value Adam realized on the vesting of stock awards last year? $578MDespite holding $19B in AppLovin stock, how much did Adam get in a work-from-home cash stipend last year? $1,800 Which BlackRock director that Matt spent a lot of time ridiculing in May for being the board's worst performer just lost his job? Hans Vestberg, VerizonWhich Verizon board member that is connected to 64% of the Verizon board–almost entirely through non profit and trade group connections–that Matt recommended a vote against at Verizon's last annual meeting is Verizon's new CEO? Lead Director and former PayPal CEO Dan ShulmanPOP QUIZ! What kind of shoes does Dan wear? Cowboy bootsAnd finally, nepobaby David Ellison's choice to take over CBS News, Bari Weiss, has made a career railing against what?CorruptionMisinformationCorporate malpracticeCensorshipWokenessPOP QUIZ! How many years of experience does Bari have in broadcast television? Zero
Julián Coca, gestor del fondo Alinea Global, repasa los protagonistas de la bolsa norteamericana, con Polimarket, Mc Cormick, AppLovin y Trilogy.
OpenAI inks a big deal with AMD before announcing key partnerships and news at its developers event. Our Mackenzie Sigalos brings the important takeaways while Big Technology's Alex Kantrowitz on the promise—and peril—of tech's big spending on AI. Drew Pettit (Citi) and Keith Lerner (Truist Wealth) weigh in on broader market trends. Needham's Bernie McTernan explains AppLovin's meteoric rise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Goldpreis-Analyse: https://shorturl.at/ruX9XBooking Holdings Analyse: https://shorturl.at/oX7PHPatreon Stephan: https://www.patreon.com/TechaktienInstagram Stephan: https://www.instagram.com/techaktien/Twitter / X Stephan: https://x.com/Techaktien1YouTube Stephan: https://www.youtube.com/@TechaktienAktien_Max auf X: https://x.com/aktien_maxMax auf X: https://x.com/globalstockflshInstagram Max: https://www.instagram.com/global.stock.flash/Telegram Max: https://t.me/+rnYRa1QHgLZiM2Y6Juri auf X: https://x.com/GREYxCAPITALPodcast Juri: https://open.spotify.com/show/6sEbxv14ZEGZtzhL2B1iLpWebseite Juri: https://grey-capital.com/Instagram Juri: https://www.instagram.com/greyxcapital/YouTube Juri: https://www.youtube.com/@GREYxCAPITAL(Werbung)00:00:00 Marktumfeld00:18:14 AMD, KI-Blase00:46:00 GoldSteuerfreies Gold nach 1 Jahr:- EUWAX Gold II EWG2LD, TER: 0,00%- Xetra-Gold A0S9GB, TER: 0,00%Korrektur: Der iShares Physical Gold ETC (WKN A1KWPQ, ISIN IE00B4L5Y983) ist in Deutschland nicht steuerfrei nach einer Haltefrist von einem Jahr. 01:21:30 SilberSteuerfreies Silber nach 1 Jahr:-WisdomTree Core Physical Silver A4AE1X, TER: 0,19%01:41:00 AppLovin, Palantir, Robinhood, Crowdstrike, UberPodcast abonnieren, damit AI weiter ballert.Alles nur subjektive Meinung, Unterhaltung und Satire.#Aktien #Techaktien #Aktie #Börse #Finanzen #Geld #ETF #BuyHighSellLow #ETFs #Trading #Aktientipp #Aktientipps #Aktienanalysen #Aktienanalyse #TradeRepublic #Scalable #Podcast #Dividende #Dividenden #Podcast #AMD #Nvidia #nvda #Openai #Gold #Silber #silver #Applovin #Palantir #PLTR #Robinhood #Hood #Crowdstrike #Uber
A new guest host, Josh Chandley, is stepping into the arena as we dig into Microsoft's latest controversial moves and what they signal for the company's long-term gaming strategy. Then, we unpack the historic $55B acquisition of EA by Saudi Arabia, the largest leveraged buyout in gaming history. What does this mean for EA, for the industry, and for the shrinking pool of public gaming companies? Finally, we explore AppLovin's surprising push into e-commerce, and why it might be more disruptive than you think.Timestamps00:52 Guest Star Host: Josh Chandley06:23 Microsoft's Controversial Moves13:35 The EA Acquisition: A Historic Deal17:31 Industry Reactions and Analysis29:12 Saudi Arabia's Gaming Ambitions31:39 Financial Concerns and Debt Management40:16 AppLovin's E-commerce Expansion50:58 Unity's Challenges and Opportunities
Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits. https://www.9operators.com/applovinDive into the inspiring journey of McCoy Merkley from Portland Leather Goods. From answering a Craigslist ad to becoming a pivotal figure in the company's exponential growth, McCoy shares candid insights on transitioning from a one-man army to leading a full marketing team.Discover the challenges and triumphs of scaling a business, the importance of courage in leadership, and the strategic marketing mix that propelled Portland Leather Goods to success. Tune in for a conversation filled with practical wisdom and lots of humor, as McCoy reflects on the lessons learned along the way.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über die großen Verschiebungen im 3. Quartal, Trumps wirren Deal mit Pfizer und Wolfspeed, die wie Phoenix aus der Asche steigen. Außerdem geht es um Applovin, Western Digital Corp, Warner Bros, Seagate Technologies, Intel, Tesla, Charter Communications, Trade Desk, Lululemon, FactSheet, Molina Healthcare, Gartner, Commerzbank, Deutsche Bank, BMW, Airbus, Fresenius, Bayer, Deutsche Börse, Symrise, Beiersdorf, Lithium America, Berkshire Hathaway, Occidental Petroleum, Nike, Adidas, Puma, Electronic Arts, MoonLake Immunotherapeutics, Insmed Incorporated, Madrigal Pharmaceuticals, Krystal Biotech, Mineralys Therapeutics, Vera Therapeutics, Summit Therapeutics, TripAdvisor, Zoom Communications, Unity Software, Workiva, Trimble, Take-Two Interactive Software, Avepoint, Groupon, Magnolia Oil, Kinetik Holdings, Kosmos Energy, Parsons Corporation, Hexcel Corporation, Science Applications International, Kratos Defense & Security Solutions, Scout24, Brenntag, Hugo Boss, Nordex, Temenos, Avolta, Burberry, Remy Cointreau, Whitbread, Reckitt Benckiser, Amadeus IT Group, Moncler, Signify, Iveco Group, EDP Renovaveis, Solaria Energia, Novo Nordisk, Eli Lilly, Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Timestamps• 8:00 – Healthcare stocks outlook• 24:00 – Government shutdown and its impact on the market• 33:00 – Trump's new round of tariffs• 52:00 – TikTok's takeover• 1:06:25 – The current toxic political landscape• 1:14:00 – EA $55B cash buyout deal• 1:26:00 – When to sell stocks• 1:32:00 – Price points to buy top stocks• 1:46:00 – Stock alternatives to high-yield savings accounts• 1:58:00 – Applovin stock rise⸻DescriptionIn this episode of Market Mondays, we break down the biggest stories moving the market right now. From healthcare stocks struggling to rebound, to the looming government shutdown and Trump's new tariffs, to TikTok's dominance and EA's historic $55B buyout deal—we cover it all.We also dive into practical investing strategies: when to sell, price points to buy into top names, stock alternatives to high-yield savings accounts, and a look at Applovin's surge. Plus, we discuss how the toxic political climate is shaping the economy and investor sentiment.This is the blueprint for staying ahead in volatile times.#MarketMondays #Investing #Stocks #Economy #TikTok #Tariffs #EAGaming #Applovin #StockMarket #FinanceOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Brought to you by Applovin. Get access to the Operators channel expansion playbook, online masterclass, and up to $5k in ad credits.https://9ops.co/channelsHosts Matthew Bertulli and Sean Frank go behind-the-scenes with Katy Mimari, founder and CEO of +$100M baby brand Caden Lane. Katy shares her 21-year entrepreneurial journey, detailing the motivations behind starting her company, the challenges faced during economic downturns, and her pivotal decision to transition into DTC.She discusses the importance of product expansion, compassionate leadership, and the lessons learned throughout her journey. Katy reflects on the decision not to sell her company along with the personal growth that has come from navigating the complexities of business ownership, going from single mother to blended family, and life.Chapters00:00 The Genesis of Caden Lane09:20 Navigating Challenges and Growth17:46 The Transition to Direct-to-Consumer25:50 Rebuilding and Expanding Product Lines37:06 The Decision Not to Sell: A Personal Journey56:37 Lessons Learned and Future Aspirations
MORE STAFFINGRecruit, onboard, and train incredible virtual professionals in the Philippines with my friends at More Staffing by visiting https://morestaffing.co/af. RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=youtube.//Scaling an ecommerce brand today means confronting rising costs, shifting ad platforms, and the hype cycle of new tools like AI. In this episode, Andrew Faris cuts through the noise with six clear, tactical lessons drawn directly from his work with high-growth DTC brands.You'll learn why retention advertising is often the most overlooked source of incremental revenue, why Meta remains the most powerful platform for growth despite the complaints, and how AppLovin is emerging as a serious performance channel. Andrew also breaks down why creative success is harder than most founders realize, what the AI “trough of disillusionment” means for operators, and how the right mix of vision and process can transform a business.If you want practical insights that can help you make smarter ad spend decisions, improve your creative process, and position your brand for sustainable growth, this episode is a must-listen.//CHAPTER TITLES:00:00:39 - Spend Money On Retention Advertising00:04:16 - A.I. Delusion00:08:51 - Related Points For Customers00:17:51 - META Is Still AWESOME!00:23:26 - App Lovin00:26:57 - Bring In The RIGHT Team//SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: https://www.youradmission.co/andrew-faris-podcast//FOLLOW UP WITH ANDREW X: https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com
Wade Brown is the Vice President of Marketing at cbdMD, a publicly traded company known for its CBD and cannabis product lines. He is a seasoned executive with expertise across ecommerce, B2B and B2C channels, digital advertising, and strategic partnerships. Wade has led marketing for restricted product categories, including CBD, THC beverages, firearms, and tactical gear, with leadership roles at SupplyKick, Inc Authority, NatureWise, among others. At cbdMD, he drives customer acquisition and creative ad strategies, spearheading the launch of the Herbal Oasis infused beverage line and securing distribution with major retailers like Total Wine. In this episode… When the usual ad channels become crowded, expensive, or off-limits, many brands can get stuck with limited growth options. For companies in restricted categories, the challenge is even greater: How do you reach high-quality customers while staying compliant and profitable? Could a lesser-known platform like AppLovin be the untapped opportunity these brands need? According to Wade Brown, a seasoned marketing leader with deep expertise in restricted product categories, AppLovin has become one of the most reliable top-of-funnel acquisition channels. He highlights that the platform delivers trackable, high-quality traffic, often outperforming Meta and TikTok. The key, Wade explains, is repurposing proven creatives like UGC videos while also testing interactive HTML ads that offer richer engagement. By treating AppLovin as a funnel starter rather than expecting immediate conversions, brands can nurture audiences more effectively and expand reach into new markets. This strategic approach helps restricted brands capture authentic traffic and build sustainable campaigns. In this episode of the Minds of Ecommerce, Raphael Paulin-Daigle interviews Wade Brown, VP of Marketing at cbdMD, about how AppLovin helps restricted brands scale customer acquisition. Wade discusses the advantages of HTML ads, how to repurpose winning creatives, and the importance of patience in testing. He also shares insights into funnel measurement, traffic quality, and common mistakes marketers make when evaluating new platforms.
Nos fijamos en valores como FCC, Solaria, Colonial, BBVA, Repsol, Alibaba o AppLovin, entre otros.
This week on the Trading Justice Podcast, the brothers break down the weakest jobs report since 2020 and what it means for the market. With payrolls adding just +22,000 in August vs. +75,000 expected, revisions going negative, and confidence slipping, the labor market is flashing real warning signs. We cover the Top 5 Reasons Corporations Aren't Hiring — from high rates and weak demand to the rise of AI — and ask the hard questions: - Is AI the real driver behind the hiring freeze? - What does this mean for Fed policy and future rate cuts? - Can the White House and Fed restore confidence before things worsen? - In Stock It or Drop It, we break down Robinhood, AppLovin, Chewy, Broadcom, Salesforce, Alphabet, UNH, and Starbucks. Winners, losers, and what setups we're watching. Finally, in Coaches Corner, we tackle pressing mindset and career questions — from AI layoffs to pushing through fear, to whether rate cuts now spell opportunity or recession.
Do you have a plan for BFCM? Or are you just flying blind? Nik walks through his complete Black Friday Playbook: a detailed, 15 page, step-by-step breakdown designed to help brands maximize revenue while avoiding the common pitfalls of BFCM, including: > Crafting compelling promotions without undercutting your own offers > Website optimizations that boost conversions (and pass the “grandma test”) > Smart approaches to bundles, discounts, and subscriber loyalty > Email & SMS capture strategies that actually work > The one thing most brands overlook: terms & disclaimers that save you headaches later Nik also shares insider examples from brands like Jones Road, Jolie, and Ridge, plus clever UX tweaks and founder-driven emails that help build brand trust during the busiest shopping season of the year. Whether you've already mapped out your BFCM campaigns or you're scrambling to finalize the details, this episode is for YOU. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
In this special Two and a Half Gamers episode, Matej and Felix sit down with Zino Rost van Tonningen (TyrAds) to deep dive into the history, present, and future of rewarded monetization & offerwalls.Key insights:History of rewarded ads:Early “incent installs” → rank-boosting campaigns (TapJoy, FreeMyApps).Multi-reward systems (TapJoy, IronSource, Fyber).Misplay breakthrough: timer-based playtime rewards + personalization.AdJoe & others scaled Misplay's model into SDK solutions.The shift to personalization:Old offerwalls = one-size-fits-all.New generation = hyper-personalized rewards per user.Use of media source data (Google, Unity, AppLovin, etc.) to adapt rewards based on traffic quality.Publisher perspective:Offerwalls can contribute 5–30% of game revenue depending on genre.Biggest impact: retaining non-payers & dolphins by giving them an alternative to IAP.Integration fights today echo old mediation wars (bonuses, rev guarantees, exclusivity deals).Best practices for choosing an offerwall partner:LiveOps environment — events, hot deals, timed offers.Transparency — explain revenue spikes/drops & media source impact.Personalization — reward scaling, segmentation by user type & UA source.UI/UX — aesthetics matter; no more “Windows 95” offerwalls.Zino's TyrAds SDK v3.0:One-time integration, no updates needed.Customizable design to match game branding.Hyper-personalized rewards, dynamic leveling systems.LiveOps events triggered per user (push, in-app messages).Takeaway: Rewarded monetization has entered its 4th generation: hyper-personalized, data-driven, and LiveOps-powered.https://tyrads.com/Get our MERCH NOW: 25gamers.com/shop---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: Felix Braberg, Matej LancaricSpecial guest: Zino Rost van Tonningenhttps://www.linkedin.com/in/rovato/zino@tyrads.comJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Rewarded User Acquisition04:30 The Evolution of Rewarded Monetization07:10 The Shift from Incentivized Installs to Quality KPIs09:51 Innovations in Rewarded Advertising: Multi-Reward and Playtime Solutions12:33 The Role of Personalization in Rewarded Monetization14:56 Challenges in Current Rewarded Solutions17:48 Evaluating Monetization Solutions: Key Considerations20:15 The Importance of LiveOps in Engagement23:06 Transparency and Optimization in Offer Walls28:34 Differentiating Offer Walls for Monetization30:44 The Importance of Data in Monetization Solutions31:28 Personalization and User Engagement in Offer Walls33:18 SDK Evolution: From Version 1 to Hyper-Personalization36:14 Leveraging Machine Learning for Offer Wall Optimization40:14 Engaging Users with LiveOps and Hot Deals44:01 Dynamic Leveling Systems for Enhanced User Experience46:58 Criteria for Effective Offer Wall Implementation48:47 Revenue Impact and Client Engagement---------------------------------------Matej LancaricUser Acquisition & Creatives Consultanthttps://lancaric.meFelix BrabergAd monetization consultanthttps://www.felixbraberg.comZino Rost van TonningenCEO of TyrAdshttps://www.linkedin.com/in/rovato/zino@tyrads.com---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me
0:00 - Intro0:08 - The Jamaica Labour Party will form Jamaica's Government for a third consecutive term.0:45 - Meanwhile, in Guyana, President Dr Irfaan Ali has been sworn in for a second term following a landslide victory in the September 1st General Election.1:14 - United Oil and Gas has received the final permits it needs to start collecting and testing samples for oil and gas just off Jamaica's shoreline.1:47 - OMNI Industries is ramping up the exports side of its business following its first shipment of paint buckets and lids to Barbados.2:16 - Investment banking app Robinhood and advertising app AppLovin will be added to the S&P500.
In the latest RiskReversal Podcast, Dan Nathan and Peter Boockvar, CIO at OnePoint BFG Wealth Partners, delve into a gamut of financial topics. They discuss the recent August jobs data and changing dynamics within the S&P 500, including the addition of Robinhood and AppLovin. They analyze the impact of these changes on index funds, noting the risks of high valuations. The conversation then shifts to notable movements and future prospects of major tech stocks like Nvidia, Tesla, Microsoft, and others amidst increasing competition and investment in AI. Peter shares contrarian investment ideas in non-cyclical consumer non-durable stocks such as Conagra and Nestle, highlighting their defensive nature and potential dividends. The dialogue concludes with a broader discussion on economic data, inflation, and potential Fed rate cuts, emphasizing the market's readiness for various scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
DAMION1Let's start with some shameless self-promotion: In our 'So it's theoretically possible you can NOT like someone on the board!' headline of the week. Jim Cramer Likes A Casino CEO Board Member Of AppLovin Corporation“He's also on the board of AppLovin by the way, which makes me feel like AppLovin's okay.”In our 'Of course I'm independent, you moron! I've only been on the board since Clinton was President, not like Reagan or something! Not to mention I've barely been chair for like a minute, since Obama was president, and he's still alive! And 20 million dollars is nothing! COO Jeff Williams made 27 million last year, dummy.' headline of the week. Apple's Chairman of the Board Sold More Than $20 Million in StockIn our 'Hey Ma, I just crashed our car! But if I promise to NOT do it again if you give me a million bucks?! Ask Dad.' headline of the week. The Tesla directors who just proposed giving Elon Musk a trillion dollars say it's “critical” he stay out of politicsIn our 'A college dropout and a racist walk into a bar...' headline of the week. Hot mic catches Zuckerberg admitting his $600 bn vow to Trump was a guess“Oh gosh, um, I think it is probably gonna be, something like, I don't know, at least $600 billion through 2028, in the US, yeah.”In our 'The SEC proposes "Interim CEO" to become a permanent C-suite title' headline of the week. CEO Scandals: Viral Outrage Forces Top Executives OutIn our 'Proxy votes: where morality goes to abstain' headline of the week. Korean Pension Fund Balances Profit and Principles in U.S. Proxy Votes In our 'Are you done writing your little 'book' for the day? Here's 10 dollars.' headline of the week. Anthropic agrees to pay authors over $1.5 billion for using their work to train AI, totaling around $3,000 a bookIf you include all realistic hours, an author paid $3,000 per book typically ends up with about $1.20 to $10.00 per hour, depending on how much work the project actually requires.For most full-length books the realistic band is ≈$2–$6 per hour, and for research-heavy projects it can drop to $1–$2/hr. These numbers are before agent commissions, taxes, and out-of-pocket expenses — which would reduce take-home hourly pay further.Net worth: As of September 2025, Forbes estimates Dario Amodei's net worth to be $3.7 billion In our 'In other news, water is still irritatingly wet' headline of the week. Leaked DMs Show Elon Musk Blatantly Lying About Self-Driving Safety In our 'CEO Who Created AI Startup to Cheat on Homework Complains That AI Is Destroying Education' headline of the week. CEO Who Created AI Startup to Cheat on Homework Complains That AI Is Destroying EducationCEO Chungin (Roy) Lee: college dropout“Cluely is building the ultimate conversation AI that gives you the answers you didn't study for in every conversation, without you even having to ask. We're built for students and professionals.”“We're backed by Andreessen-Horowitz, Jake Paul, and execs from companies like OpenAI (ChatGPT), Cognition, Notion, Dropbox, and Pika.” In our 'Capitalism: now featuring free WiFi!' headline of the week. The 'godfather of AI' says it will create 'massive' unemployment, make the rich richer, and rob people of their dignityGeoffrey Hinton, who won the Nobel Prize for his pioneering work on neural networks: "What's actually going to happen is rich people are going to use AI to replace workers."And finally, The Cigna CEO David Cordani Nuggets pop quiz: Here is the headline: WHO adds GLP-1 weight loss drugs to list of the world's essential medicines for the first time. Here are your Nugget-y options:Cigna CEO Cordani calls them essentially “not our problem.”WHO says GLP-1s are essential; Cordani says they're essentially a threat to his quarterly bonus.Essential means life-saving to WHO; Cordani asks, "When did Webster's change the definition of 'essential' to ‘profit-killing'?WHO says essential; Cordani says: “my yacht is essential, your pancreas is optional.”WHO says essential medicine; Cordani says essentially: “try kale, it's cheaper.”MATT1In our '"Out for themselves" sounds bad, how can we make it sound almost, like, medieval and cool?' headline of the week. What Machiavelli and St. Francis can tell us about the motivations of CEOsThere are very high correlations between desire for power and CEO motivationsIn our 'Bully who punched you in the face points way to the hospital' headline of the week. To Help Workers Losing Their Jobs to AI, OpenAI Is Launching a Jobs Platform Run By AIIn our 'Totally my bad guys, I spent the summer on Bob Niblock, our lead independent director's boat - you know we've known each other for as long as I've been on the board, going on 14 years. I mean, between the sun and the rose, I didn't notice we had no money to pay you. That's on me. I mean, you're still fired and stuff, but totally my mistake. Really, I mean wow, just totally blanked on that. Good luck with your lives, though, I really mean that.' headline of the week. I fault myself for not paying more attention,' Conoco CEO tells employees facing deep job cutsLead “Independent” director has a 16 year tenure and 13% influence, possibly wasn't paying attention since he's on two large cap boards and just quit a third, across which he had more than a half dozen committee spotsIn our 'The board released a statement suggesting that the mistress to the CEO's mistress mislead them into thinking there was no wrongdoing' headline of the week. Fired Nestlé CEO Laurent Freixe's mistress caught him cheating with another subordinate in Swiss hotel: reportIn our 'The Department of Justice has announced a new investigation into whether Amazon Alexa will only provide directions to "woke" destinations, shares of Amazon plummet' headline of the week. Tylenol-maker shares sink after report says RFK's HHS will link drug to autismIn our 'Mary Barra, CEO of GM, asks that you not think of GM as just a car company, but as a tech lifestyle company, right before asking for $1tn pay package' headline of the week. Elon Musk's $1 Trillion Pay Proposal: Redefining CEO Compensation in the 21st CenturyIn our 'Seriously, we have no shortage of cousins and nieces and distant half children, our succession process is incredibly robust and impregnating.' headline of the week. Tyson Foods says it has succession plans after executive's shock departureThe meatpacker said late on Tuesday that Chief Supply Chain Officer Brady Stewart, who has also overseen its beef, pork and prepared foods businesses, ran afoul of its code of conduct.In our 'I identify as Australian' headline of the week. Who Is Lachlan Murdoch, the Media Prince Who Would Be KingNow the global Murdoch kingdom will fall under the control of an intensely private former philosophy student, a New Yorker turned proud Australian who transplanted his family to Sydney... Mr. Murdoch has frequently talked of Australia as his spiritual home.... “I'm Australian,” Mr. Murdoch told The Australian in July 2024. “That's how I see myself.”In our 'MEN ARE BACK, BABY' headline of the week. ‘I'm Gonna Punch You in Your F--king Face': Scott Bessent Threatens an Administration RivalGay ex-democrat Soros billionaire threatens to punch nepo baby conservative in the face? In our 'MEN ARE BACK, BABY' headline of the week. Trump's Epstein letter and drawing from 'birthday book' released
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Poor Jobs Data Cements Case for Rate Cuts DOJ Launches Criminal Investigation into Fed Governor Gold Hits New Record High Dalio: “Bad debt situations contributing to Bitcoin's rise" SEC/CFTC Issue Joint Statement to Enable Spot Crypto Trading Strategy Snubbed by S&P 500 —- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com ---- References mentioned in the episode: U.S. Unemployment Rate Near Four-Year High U.S. Jobs Report Cements Case for Fed Rate Cut Americans Losing Faith in the American Dream DOJ Opens Investigation into Fed's Lisa Cook Ray Dalio's Financial Times Interview Gold Hits New All-time High, Above $3,600 Charlie Bilello's Chart on Gold's Performance U.S. Bank Resumes Cryptocurrency Custody Service SEC and CFTC Joint Statement on Digital Assets Robinhood, AppLovin, and EMCOR Join S&P 500 Strategy Gets Snubbed by S&P 500 Committee Matt Cole's Tweet on S&P 500 Committee Michael Saylor's Tweet on S&P 500 Nasdaq Increases Scrutiny on Crypto Treasury Companies Strategy's Tweet in Response to Nasdaq Report Scott Johnsson's Tweet on Impact of Nasdaq Report New Bitcoin Treasury Company Launches in Amsterdam River's Business Bitcoin Adoption in 2025 Report Coin Stories Interview with Jeff Park ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
The 5 things you need to know before the stock market opens today: Robinhood, Applovin, and Emcor will join the S&P 500 later this month, chipmaker ASML will reportedly take a board seat at French startup Mistral AI, OpenAI has reportedly raised its projected cash burn to $115 billion through 2029, the newest “The Conjuring” had the highest grossing opening weekend at the box office out of any of the nine films in the franchise, and two winners will split the $1.8 billion Powerball Jackpot. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax Squawk on the Street Disclaimer
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über drei US-Börsengewinner, den größten Cash Burner der Geschichte und was diese Woche sonst noch wichtig wird. Außerdem geht es um Porsche, GEA, Scout24, Sartorius, Delivery Hero, Hellofresh, Siemens Energy, AppLovin, Strategy, Robinhood Markets, Emcor Group, MarketAxess Holdings, Caesars Entertainment, Enphase Energy, Broadcom, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All Word (WKN: A2PKXG), Xtrackers MSCI World ex USA (WKN: DBX0VH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498), iShares S&P 500 Swap (WKN: A2QAJB), Amundi Stoxx Europe 600 (WKN: LYX0Q0), iShares Core MSCI EM IMI ETF (WKN: A111X9), Euwax Gold II (WKN: EWG2LD), 21Shares Crypto Basket Hodl 5 (WKN: A2TT3D) und Global X Defence Tech ETF (WKN: A40E7A). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, den ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen. Die 8 US-Tech-Giganten werden gepusht: Von Teslas neuem Musk-Bonus, Broadcoms Beziehung mit OpenAI und dem Urteil von Alphabet. Außerdem: Robinhood, AppLovin & Emcor in S&P 500. ServiceTitan, Samsara & Guidewire performen. Spotify hat gezeigt, wie gut Musik-Streaming-Aktien funktionieren. Kann Tencent Music Entertainment (WKN: A2N7WQ) das wiederholen? Merck (WKN: 659990) ist irgendwo zwischen günstiger Bewertung, ablaufenden Patenten und riesigen Übernahmen. Diesen Podcast vom 08.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Miramos a Robinhood, Applovin, Apple, Kroger o Adobe con Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.
We dive into AceCraft, Moonton's new Tom & Jerry–themed midcore gacha shooter that mixes Cuphead-style 1930s cartoon art with Habi-inspired systems and miHoYo-style monetization depth.Key insights:Gameplay & Core Loop: Systems & MetaDual banners (Tom & Jerry separately) with pity timers, skewed rates, and duplicate scaling.Each major character has a signature weapon requiring rolls.Collectible album (Royal Match / Monopoly Go style) with trade functionality, now ported into midcore — a first.Co-op synchronous modeThree-layer skill trees, elemental affinities, wingman companions.Monetization:~$330K/day IAP revenue post-launch (peaking with Tom/Jerry banner).Battle Pass upsell trick: Downloads ~300K/day at launch, half from China.Scaling across 17+ networks: TikTok, Facebook, YouTube, Unity, AppLovin, IronSource, Mintegral, etc.UA creatives lean on retro cartoon surrealism, dancing ads, Tom & Jerry music, plus street interview trend (borrowed from Raid Rush).Prediction:Likely to fade in Western markets (art style too niche, monetization too punishing).Moonton may line up other WB/Looney Tunes IPs (Sylvester, Tweety, Popeye, Roadrunner) for similar launches.Takeaway: AceCraft is one of the deepest midcore gacha launches in 2025 — but built for Asia, not the West.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: Jakub Remiar, Felix Braberg, Matej LancaricJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Intro03:46 Discussion on Ace Craft and Impressions09:22 Core Gameplay Mechanics and Innovations12:14 Character Development and Gacha Elements15:04 Battle Pass and Game Structure21:05 Exploring Game Modes and Social Features23:05 The Collectible Album Revolution25:23 Gacha Mechanics: A Deep Dive31:48 Event-Driven Engagement Strategies41:03 Nostalgia in Gaming: The Influence of Classic Titles47:09 The Role of IP in Game Development50:32 Cultural Differences in Game Reception---------------------------------------Matej LancaricUser Acquisition & Creatives Consultanthttps://lancaric.meFelix BrabergAd monetization consultanthttps://www.felixbraberg.comJakub RemiarGame design consultanthttps://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me
In this special Two and a Half Gamers duet episode, Matej and Felix walk through how to set up Ad Monetization (AdMon) from scratch using Matej's own test app as a live case study. This episode is part tutorial, part comedy of errors, and part step-by-step guide for anyone new to AdMon.Key insights:App-ads.txt basics:Required by IAB for fraud prevention.Must be hosted on the developer's listed website (App Store/Google Play).Each network (Google, AppLovin, IronSource, Unity, Meta, Mintegral, etc.) requires unique entries.Some networks (like IronSource) force you to request Publisher ID via support, making setup painful.Mediation setup (MAX):One network is never enough — competition = higher eCPM.Best practice: integrate multiple (Google AdMob, AppLovin, IronSource, Unity Ads, Meta Audience Network).Connect networks directly in MAX for payout reconciliation & fraud safety.Network quirks:Google AdMob: straightforward, rewarded bidding setup.AppLovin: entries visible in account dashboard.IronSource: must email for Publisher ID.Unity & Mintegral: dashboard accessible.Meta/Facebook: painful; rewarded ads disabled for non-games, only interstitial/rewarded interstitial available.Best practices shared by Felix:Always keep app-ads.txt updated with every network.Cross-check revenue between MAX vs. direct networks.Expect a lot of clicking, logins, and waiting, but setup today saves revenue disputes later.Live Learnings:Matej's developer website missing → crawlers failed.Felix guided step-by-step through creating ad units, adding IDs, and verifying setups.By the end, Matej had MAX + multiple networks integrated, app-ads.txt updated, and was ready to monetize his app.Takeaway: AdMon setup is annoying, but essential. Do it properly once, and it will pay you back forever.Get our MERCH NOW: 25gamers.com/shop---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: Jakub Remiar, Felix Braberg, Matej LancaricPodcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to App Development and Advertising03:51 Understanding AdMob and App Ads TXT06:22 Navigating Ad Networks and Their Requirements08:52 Setting Up Ad Units and Bidding Strategies11:36 Integrating Multiple Ad Networks14:25 Finalizing App Setup and Future Steps---------------------------------------Matej LancaricUser Acquisition & Creatives Consultanthttps://lancaric.meFelix BrabergAd monetization consultanthttps://www.felixbraberg.comJakub RemiarGame design consultanthttps://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit lancaric.substack.com & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask Matej AI - the First UA AI in the gaming industry! https://lancaric.me/matej-ai
Nik gets real about what it takes to build a brand that actually works in 2025. The so-called “meta decline” isn't killing ads, but bad creative and weak messaging are. The brands winning today? They know how to turn customers into clients, build community, and create content that people actually care about. Is a $2,500 budget enough? If you use it wisely, yes. Plus, learn how to crack organic growth before spending a dime on ads and spot product-market fit problems before they sink you. And, Nik explains why whitelisting still crushes, how to test landing pages without wasting money, and what founder-led content should really look like. If you're looking to scale (or even stop burning cash), this is the episode for you. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
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Struggling to turn traffic into sales? In this tactical episode of Limited Supply, Nik breaks down the most common mistakes founders and marketers make and the simple fixes that can instantly boost conversions. From website design flaws and weak creative assets to underused email flows and poor acquisition offers, Nik shares the quick wins he recommends to every brand he audits. You'll learn: Why design and empathy are critical for first-time visitors The role of strong assets in elevating websites, ads, and emails Easy offer structures that lower friction for new customers Whether you're a scrappy startup or scaling fast, this episode gives you the checklist to maximize your traffic and set up every campaign for success. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
AppLovin - Reach your ideal customers in mobile games across diverse genres, with 150M+ U.S. daily active users. Get updates about AppLovin's Ecommerce Beta
Story of the Week (DR):Is MAGA going Marxist and Maoist? Trump's assault on free-market capitalism MMTrump's risky role as the would-be CEO of AmericaTrump blasts Goldman over tariff forecasts, tells David Solomon to 'focus on being a DJ'Trump Calls on Goldman to Replace Economist Over Tariff StanceIntel stock climbs 7% on report Trump administration is considering stake in chipmakerTrump says Intel CEO has an 'amazing story' days after calling for his resignation‘We negotiated a little deal': Trump says Nvidia and AMD will kick back 15% of China chip sales in potentially unconstitutional arrangementHow CEOs deal with Trump: Praise, face time, remorse, and gifts made of gold all go a long way, experience showsTrump is tightening the screws on corporate America — and CEOs are staying mumTrump's Beef with Bank of America's Corporate Governance Goes Beyond His Personal AccountsWalmart's 10% employee discount now includes most groceries amid tariff pressuresWalmart, once ordered to ‘eat the tariffs,' is giving employees a year-round 10% discount to help them eatTrump Crypto Firm Announces $1.5 Billion Digital Coin DealA publicly traded tech firm, ALT5 Sigma, plans to sell $1.5 billion of shares to fund the purchase of a cryptocurrency created by World Liberty Financial, which the As part of the deal, World Liberty will receive shares in ALT5, according to securities filings, in return for $750 million worth of $WLFI coins. Eric Trump, the president's middle son, will join ALT5's board, and Zach Witkoff, a World Liberty founder and the son of President Trump's Middle East adviser, will serve as chairman of the board.4execs/4directors: dudesThe BroIPO market is bubbling againStubHub IPO is back on for September after ticketing company delayed plans on tariff concernsStubHub 5/1;7/1: CEO/Chair Eric Baker controls 90% of voting power because of his magical 100x Class B sharesBullish Stock Roars in Latest Crypto IPO, Tripling Offering PriceBullish: 2/0;6/1: 2 cryptobro founder/directors control 53%61 IPO-related filings since August 1:11% Female executives: 44 have zero; 13 have one12% female directors: 30 have zero; 24 have oneHalf have more than one stock classThe average major shareholder controls 47% voting powerThe “winner”: Classover Holdings: educational technology, specializing in live online courses for K-12 students worldwide.2 execs/5 directors: all womenStephanie Luo controls 91% of voting power thanks to her magical 25:1 Class B sharesDebuted at 11.26, down to 1.27Example numbers 18,000,027 and 18,000,028 why we need more women in leadership:Major companies reframing, not abandoning, DEI: reportWhile firms scaled back DEI language and commitments, 79% percent of S&P 500 firms disclosed board committee oversight of DEI, up from 72%, according to the report. For Russell 3000 companies, this figure jumped from 48.4% to 86.8%. Rather than simply abandoning DEI, this suggests that companies are being more cautious about external messaging while integrating DEI into governance to make it more legally defensible, according to the report.‘Godfather of AI' says tech companies should imbue AI models with ‘maternal instincts' to counter the technology's goal to ‘get more control'Nobel laureate Geoffery Hinton: AI “will very quickly develop two subgoals, if they're smart: One is to stay alive…[and] the other subgoal is to get more control.”To prevent these outcomes, Hinton said developers should make AI more sympathetic toward people to decrease its desire to overpower them. According to Hinton, the best way to do this is to imbue AI with the qualities of traditional femininity. Under his framework, just as a mother cares for her baby at all costs, AI with these maternal qualities will similarly want to protect or care for human users, not control them.ESG Data HellTrump's BLS appointee suggests suspending jobs report entirely until methods of data collection are ‘corrected'Trump Bureau of Labor Statistics nominee was a 'bystander' outside Capitol on Jan. 6, White House saysDOJ fires sandwich thrower after he's charged with assaulting officer in Washington, DCThe man facing a federal assault charge for throwing a Subway sandwich at a federal officer in Washington, D.C., was an employee at the Department of Justice, Attorney General Pam Bondi said: “This is an example of the Deep State we have been up against for seven months as we work to refocus DOJ …“You will NOT work in this administration while disrespecting our government and law enforcement.”E.J. Antoni, an economist from the Heritage FoundationI guess he's not proud of Northern Illinois because his bio says: “Antoni holds master's and doctoral degrees in Economics.”Speaking of undereducation: Think tank president urges Gen Z to consider trades over college in tough job marketTerry Schilling, president of the American Principles ProjectAPP is a member of the advisory board of Project 2025,[28] a collection of conservative and right-wing policy proposals from the Heritage Foundation to reshape the United States federal government and consolidate executive powerHere's one of his tweets: In 2021, I pulled my [7] kids out of public schools because of the woke garbage being taught in their classrooms. Today, my whole family is going to see President Trump put an end to the Department of Education.”Energy Secretary Says Past Climate Reports Will Be ‘Updated.' Why Researchers Are Alarmed.The Trump administration plans to release “updated” versions of government climate reports from the past, Secretary of Energy Chris Wright said he wants the reports toned down.Wright said he disagrees with the conclusions in past National Climate Assessments, a benchmark review of climate change that the government puts out about every four years. The assessments are compiled by hundreds of scientists and researchers both within and outside government; the latest one was 1,834 pages. The Trump administration has pulled past reports down from the government website where they were previously hosted.Before his appointment, he was the CEO of Liberty Energy, North America's second largest hydraulic fracturing company. Also was on the board of EMX Royalty Corp., a Canadian royalty payment company for mineral rights and mining rights.In January 2023, he said, "There is no climate crisis and we're not in the midst of an energy transition either"He has degrees in mechanical engineering (the study of physical machines and mechanisms that may involve force and movement) and electrical engineering (an engineering discipline concerned with the study, design, and application of equipment, devices, and systems that use electricity, electronics, and electromagnetism)In 2019 Wright drank fracking fluid to demonstrate that it was not dangerousGoodliest of the Week (MM/DR):DR: Mark Cuban says companies should be taxed more for buying back their own sharesDR: Danske Bank Cuts Fossil-Fuel Exposure From Its InvestmentsDanske Bank A/S is removing over 1,700 fossil fuel-related companies from its investment universe, citing their failure to prepare for climate change.MM: Elon Musk's America Party is nowhere to be seen 1 month laterMM: Netflix (NFLX) Secures Broadcasting Rights for FIFA Women's World Cup MMAssholiest of the Week (MM):Takers MMMusk says he's suing Apple for not featuring X and Grok in ‘Must Have' section of app storeTrump Has Made Himself Commander in Chief of the Chip IndustryIs Trump's Plan to Take 15% of AI Chip Sales to China Legal?Trump Calls on Goldman to Replace Economist Over Tariff StanceUS national debt hits record $37 trillionU.S. Steel Plant Where Two Died Will Continue Operating, CEO SaysIn the last 3 days, US insiders sold $463m worth of stock, including…Herald Chen, 3% influence director at AppLovin - was CFO of company until December 2023, still on board, sold $182m worth of stockIn our database as an overall .477 hitter - slightly below average earnings, but high TSRThe stakeholder value returned by Chen: they sell ads in apps46% of firm assets are goodwill and intangibles - stakeholder value so ephemeral it's intangiblePretending to give backWalmart, once ordered to ‘eat the tariffs,' is giving employees a year-round 10% discount to help them eatNo tax on tips?Bad news for restaurant workers: Tipping in America is on the declineSam Altman says Gen Z are the ‘luckiest' kids in history thanks to AI, despite mounting job displacement dreadLayoffs 2025: Companies have announced over 800,000 jobs cuts so far. There are 3 big reasons whyMore employers are giving workers money to buy their own health insuranceLarry Ellison Wants to Do Good, Do Research and Make a ProfitDual class dictator with biggest individual investments in Tesla, Theranos, and XAnxiety about the economy is forcing two-thirds of U.S. employers to yank budgets for raisesAnd distracting you so you won't noticeWendy's says it realized it had 'too many' promotions this summer, confusing customersWhite House Will ‘Definitely' Host a U.F.C. Fight on July 4, U.F.C. Head SaysDana White, on the Meta board of directorsThe U.S. military is looking to buy Tesla Cybertrucks to use as missile targetsTikTok claims there's a hack to get bigger portions at Chipotle: Put men's names on your ordersHeadliniest of the WeekDR: Hand soap recalled due to potentially life-threatening bacteriaDR: Don't drink this recalled instant coffee from Dollar General. It might contain something dangerousMM: Werner recalls more than 100,000 ladders over potential fall hazardMM: Public company CEO resigns amid another leadership shake upWho Won the Week?DR: the anti-fascist Subway sandwichMM: Delaware. Elon Musk called on corporations to leave Delaware. Delaware says it's doing just fine.PredictionsDR: Subway rebrands with a “we know our sandwiches are gross so throw them at your least favorite fascists” campaign, featuring: Hitler, Stalin, Trump, and ZuckMM: Paramount, now bought by nepo baby Daniel Ellison, goes full Trad Man and rebrands itself as “Man Media” - UFC rights, UFC on White House lawn, Yellowstone and its spinoffs, South Park manboy comedy. As part of it, they launch a streaming service for men by men called “Cable”
Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to break down the latest trends in the economy, media, and advertising. They chat about what lower-than-expected US inflation means for consumers, how Chinese retailers are staying strong despite economic challenges, and some exciting moves in sports streaming and local TV. Plus, they dive into the rapid rise of AppLovin and what it means for advertisers.00:00 - IntroductionWelcome and overview of inflation, AppLovin, and sports streaming topics.01:37 - Inflation and Retail TrendsMixed inflation signals, tariffs, and how advertisers are responding.08:36 - Global Economic UpdatesUK, EU, and China's growth trends, plus retail spending shifts.15:49 - Tencent and Mini-ProgramsTencent's ad growth and the rise of short-form content in China.20:10 - Sling TV's $5 Sports PassSling TV's innovative pricing and its potential impact on streaming.26:22 - Local TV ConsolidationNextar and Tegna talks, and what it means for advertisers.31:14 - AppLovin's GrowthAppLovin's 77% growth and its rise as a major advertising player.34:26 - Wrap-Up and Future TrendsFinal thoughts on media shakeups and what's ahead for advertisers.Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_73_description
We kick things off with “midlife Kress-ises” before diving into the headlines you can't ignore: Tencent's latest controversy, AppLovin's monster quarter, and Blizzard's leadership shuffle.From Storm Gate's rough launch runway to the brutal math of market fit, we unpack why good games still fail. We break down Duolingo's surprise move into music games, and why Playtika's doubling down on direct-to-consumer could be the smartest—or riskiest—bet they've made yet.Then it's guns out for Battlefield's comeback, a hard look at Moon Active's new portfolio plays. As always, plenty of spicy takes, questionable analogies, and insights you won't find anywhere else.00:00 Introduction and Host Introductions01:34 Upcoming Game Releases and Industry Updates02:58 Midlife Kress-is06:05 Event Announcements + DOF Talent Acquisition08:19 Data Analysis and Market Trends09:22 Tencent's Game Controversy17:16 AppLovin's Impressive Growth21:12 Blizzard's Leadership Changes25:19 Storm Gate's Launch Challenges27:19 Financial Engineering and Tim's Struggles28:28 Market Fit and Game Quality Issues33:32 Duolingo's Acquisition of Beat Star36:50 Playtika's Direct-to-Consumer Strategy43:20 Battlefield's Comeback and Market Impact54:58 Moon Active's New Games and Portfolio
Your landing page might need some work. In this episode of Limited Supply, Nik shares his best tips for building landing pages that actually get people to buy, even if your brand isn't well known. He walks through what really matters, from using social proof the right way to making sure your pages are designed for mobile first. Why does copy matter? Basically, you don't want to sound complicated. Complicated words and jargon drive people (and $$$) away. Keep it simple. And, Nik's no photographer, but he shares why lifestyle pictures sell more than product shots alone. Whether you're running ads or just trying to get more sales from your site, this episode gives you a practical playbook for turning clicks into customers. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts. Follow Nik: Twitter: https://www.twitter.com/mrsharma
Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next week Companies discussed: APP, ABNB, SPG, SKT, O, ZG Host: Matt Frankel Guests: Tyler Crowe, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do you turn a $10K test budget into $1M in just 30 days? When Q4 sales hit a wall, Miranda (Performance Marketing Manager at 365 Holdings) didn't panic. Instead, she diversified beyond Meta, and tested new channels like Pinterest, Snapchat, and AppLovin. Nik and Miranda unpack the exact strategies, creative approaches, and measurement tactics that fueled a massive holiday sales surge. You'll hear why relying on one ad channel can tank your business, how to creatively adapt ads for different platforms, and the surprising differences between running ads on Meta versus in‑game mobile platforms. And, what's Miranda's take on AI in ad creative? She picks her top tools and shares how smaller companies can compete with larger ones without breaking the bank. AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips. Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts.
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