Podcasts about Arista

Send us a textThe tech industry's shifting strategies and priorities take center stage in this episode as we examine several major developments reshaping the landscape. We dive into Ingram Micro's recent ransomware attack by the SafePay group, analyzing both the immediate impacts and potential long-term consequences of the four-day operational disruption. The incident raises important questions about security protocols, attack vectors, and the possibility of data exfiltration that could have lingering effects.Next, we explore CoreWeave's massive $9 billion acquisition of CoreScientific, representing a fascinating pivot from cryptocurrency mining infrastructure to AI computing resources. This transaction epitomizes the tech industry's current trajectory – moving away from speculative cryptocurrency ventures toward equally speculative but potentially more productive AI applications. We discuss the diminishing returns of crypto mining versus the still-unprofitable but product-focused world of AI, questioning where this astronomical investment might lead.The networking world sees significant realignment as Arista acquires VeloCloud from Broadcom, bolstering their WAN portfolio after VMware's SD-WAN solution changed hands multiple times in recent years. We compare potential integration approaches with Cisco's historical challenges integrating Viptela, speculating on how Arista might handle this transition while maintaining their commitment to a unified operating system.Perhaps most concerning is Microsoft's continued workforce reduction – cutting 4% of employees while pledging billions toward AI development. This "robbing Peter to pay Paul" approach appears throughout the tech industry as companies bet heavily on AI's future promise while sacrificing present human capital. We contrast these widespread layoffs with contradictory reports claiming robust tech hiring, questioning the true state of industry employment.Join us biweekly for future episodes as we transition to a fortnightly schedule focusing on quality over quantity. Share your thoughts about our schedule change or any topics discussed – we're especially interested in hearing from VeloCloud customers who've experienced the product's journey through multiple corporate owners.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Take a Network Break! We start with listener follow-up on Arista market share in the enterprise, and then sound the alarm about a remote code execution vulnerability in Adobe Experience Manager. On the news front, Arista buys VeloCloud to charge into the SD-WAN market, CoreWeave acquires a cryptominer to get access to GPUs and electricity... Read more »

Aretha dykkede voldsomt i popularitet i slut 70'erne, men blev genfødt efter at skifte pladeselskab til Arista. Her får du 5 numre fra de to første plader på Arista, der til fulde beviser hvordan hun lavede så flot et comeback.

In this Telemetry News Now episode, Phil and Justin cover Cisco's big legal win, HPE's finalized Juniper acquisition, Arista's strategic move to buy VeloCloud, CoreWeave's $9B play for AI-ready data center infrastructure, Google's new transatlantic subsea cable, Rackspace's AI-focused private cloud, and yes—TSA may finally let you keep your shoes on.

In this episode of Embracing Your Voice, Atima welcomes music industry veteran, writer, and cultural commentator Naima Cochrane for an inspiring conversation about building a career that aligns with your true self. From her early days in entertainment law to leading marketing at iconic labels and managing artists like John Legend, Naima shares her journey through a changing industry. Tune in as they discuss navigating creative careers, the evolution of Black music and culture, and lessons on embracing the parts of yourself that make you stand out.Key TakeawaysCareer Alignment Comes Over Time: Naima shares how her current career—teaching, writing, and storytelling—is the most aligned with who she has always been.The Power of Storytelling in Marketing: Through her marketing work at major labels, Naima learned that telling the artist's story is as critical as promoting their music.Managing Talent Is About Trust: Her time managing John Legend revealed how essential communication, trust, and healthy boundaries are in artist management.Episode Highlights[00:01:00] — Naima's early life growing up in a musical family; roots of her love for music.[00:09:00] — Moving from a corporate marketing career into freelance and entrepreneurship.[00:17:00] — How #MusicSermon began as a passion project on Twitter.[00:24:00] — Building an authentic community online and resisting pressure to monetize early.[00:31:00] — The moment #MusicSermon unexpectedly launched her journalism career.[00:36:00] — Balancing full-time teaching with creative and entrepreneurial work.[00:42:00] — Dealing with perfectionism and ADHD when creating content.[00:49:00] — How her values drive her work and decision-making.[00:55:00] — The challenges of scaling as a solo creative — when and how to bring on help.[01:03:00] — Learning to embrace being seen as a thought leader in music and culture.[01:14:00] — Community is the true driver of #Music Sermon — why she continues to resist monetization that changes the experience.[01:15:00] — How #Music Sermon opened doors to journalism, teaching, and partnerships.[01:23:00] — Leading the award-winning marketing campaign for Aaliyah's catalog release.[01:27:00] — Learning to promote her own voice and accomplishments after years of building others'.[01:33:00] — Final advice for creatives: sell your unique voice, trust the process, and give yourself grace.Quotes"Everything that I do now reflects little Naima in a really great way—even the parts of myself I once tried to turn down." — Naima Cochrane"Marketing is where you get to tell the artist's story, explain the vision, and help shape how the world sees them." — Naima Cochrane"As a manager, your job is to free the talent to be creative. You take on the logistics so they can focus on their art." — Naima CochraneNaima Cochrane is a music industry veteran who is a storyteller, and leading voice on Black music and culture. She spent 20 years rising through the ranks at legendary music labels Arista, Columbia and Epic Records. She would then work on the artist management side with EGOT John Legend and Emmy, Grammy, and Tony award winning Cynthia Erivo. Now, she is best known for being the creator of the viral storytelling series on Twitter and Instagram called #MusicSermon which prompted a move from the business side into more music...

Enjoying the Ride: On TourThe Deadcast season finale hits shows at 3 legendary venues, exploring Dick Latvala's transformative experience at Red Rocks ‘79, Hollie Rose's tour journal, the wonders of the Alpine Valley parking lot, & when Shakedown Street got its name.Guests: David Lemieux, Jay Kerley, Hollie Rose, Rebecca Adams, Bill Lemke, Phil Garfinkel, Jim Jonze, Tom Ryan, Art Moss, Lisa Hitchcock, David Van Divier, Scott Bauer, Julie Dock, Mobile SteeleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Our guest on this episode of My Veterinary Life Podcast is Dr. Jennifer Welser, a board-certified ophthalmologist and president of Arista Advanced Pet Care. We explore Dr. Welser's experiences in veterinary school, her specialization in ophthalmology, and her transition into business ownership. Dr. Welser emphasizes the importance of mentorship, networking, and embracing risks. She also discusses the shared ownership model at Arista, which supports veterinarians in balancing clinical practice with business management, fostering a collaborative and supportive work environment. We loved this conversation and can't wait to share her journey with you! Thank you to our podcast partner Hill's Pet Nutrition! You can find more information about Hill's Pet Nutrition at https://www.hillspet.com/ and https://www.hillsvet.com/.Remember we want to hear from you! Please be sure to subscribe to our feed on Apple Podcasts and leave us a rating and review. You can also contact us at MVLpodcast@avma.orgFollow us on social media @AVMAVets #MyVetLife #MVLPodcast

In this Telemetry News Now episode, Phillip Gervasi and Justin Ryburn break down Oracle's $40B GPU deal for OpenAI, Salesforce's $8B Informatica buy, AT&T's fiber grab from Lumen, Arista eyeing VeloCloud, and Cisco's big certification revamp.

The Deadcast cruises down the eastern seaboard, including stops in Hartford, Hampton, Philadelphia, and Landover, featuring touring tips, another police chase, & a visit to the White House.Guests: David Lemieux, Sam Cutler, Dennis Alpert, Tyler Roy-Hart, David Leopold, John Leopold, Rebecca Adams, Brian Schiff, Gary Lambert, Chris Goodspace, Winslow Colwell, Scott Jones, Chad EylerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textMajor tech companies are making significant moves with mergers, acquisitions, and layoffs as the industry continues to evolve rapidly and face new challenges in the market.• Rumors suggest Arista Networks is acquiring VeloCloud from Broadcom for nearly $1 billion, potentially strengthening Arista's SD-WAN offerings• Charter and Cox Communications are merging to combat declining cable relevance, continuing the trend of telecom mega-consolidation• Microsoft laid off 6,000 employees (3% of workforce) despite reporting $25.8 billion quarterly profit• Microsoft openly stated layoffs will fund AI capital investments, with plans for continued annual cuts• Microsoft announced it will host rival AI models in its data centers and is launching a new autonomous coding agent• Security concerns arise as Microsoft plans to give AI agents "digital identifiers" similar to human employeesPurchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

Take a Network Break! Guest co-host Tom Hollingsworth steps in for Johna Johnson. We start with Google patching a significant Chrome vulnerability and de-elevating Chrome running with admin rights when it launches on Windows. On the news front, we discuss a report, unconfirmed as of recording time, that Arista is acquiring VeloCloud, then discuss Broadcom... Read more »

Take a Network Break! Guest co-host Tom Hollingsworth steps in for Johna Johnson. We start with Google patching a significant Chrome vulnerability and de-elevating Chrome running with admin rights when it launches on Windows. On the news front, we discuss a report, unconfirmed as of recording time, that Arista is acquiring VeloCloud, then discuss Broadcom... Read more »

Take a Network Break! Guest co-host Tom Hollingsworth steps in for Johna Johnson. We start with Google patching a significant Chrome vulnerability and de-elevating Chrome running with admin rights when it launches on Windows. On the news front, we discuss a report, unconfirmed as of recording time, that Arista is acquiring VeloCloud, then discuss Broadcom... Read more »

Carlos Doblado, analista de Zacher Asset Management, examina los títulos de Puig, Analog Devices, Arista, Viscofan, Cellnex y Tubacex

Take a Network Break! We start with follow-up from a listener on the best way to listen to our podcast that helps the most. The answer? Any listen on any platform helps. Even better is to tell a friend! We discuss two critical security issues. First, CISA adds active exploits against known SonicWall vulnerabilities to... Read more »

Take a Network Break! We start with follow-up from a listener on the best way to listen to our podcast that helps the most. The answer? Any listen on any platform helps. Even better is to tell a friend! We discuss two critical security issues. First, CISA adds active exploits against known SonicWall vulnerabilities to... Read more »

Take a Network Break! We start with follow-up from a listener on the best way to listen to our podcast that helps the most. The answer? Any listen on any platform helps. Even better is to tell a friend! We discuss two critical security issues. First, CISA adds active exploits against known SonicWall vulnerabilities to... Read more »

The Deadcast makes a beeline for the northeast, focusing on shows from legendary venues in the Manhattan and Boston areas included on the new Enjoying the Ride box, including ESP experiments, weed smuggling, free jazz titans, multiple police chases, and more.Guests: David Lemieux, Ron Rakow, Sam Cutler, Richie Pechner, Allan Arkush, Ned Lagin, Gary Lambert, Blair Jackson, Stanley Krippner, Rebecca Adams, Johnny Dwork, John Scher, Michael Simmons, Tyler Roy-Hart, Henry K, Howie Levine, Kenny Schiff, Debbie RondeauSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Die Wall Street ist im Vorfeld der FED-Tagung in Wartestellung. Wie dem auch sei, ist sich die Wall Street darüber einig, was Jerome Powell signalisieren dürfte. Die Zinsen werden erst gesenkt, wenn eine Abschwächung des Arbeitsmarktes und Anstieg der Arbeitslosenrate sichtbar wird. Das ist das Fazit der Deutschen Bank, der Citigroup, von Morgan Stanley und von Goldman Sachs. Was die Ergebnisse betrifft, gibt es einzelne Highlights. Disney überzeugt, auch durch angehobene Aussichten. Die Aktien von AMD können hingegen von den Zahlen nur leicht profitieren, mit den Aktien von Arista Networks und Uber unter Druck. Marvell hat wiederum den Analystentag verschoben, mit dem Wert ebenfalls unter Druck. Spannend bleibt es bei der Handelspolitik. Noch diese Woche soll in der Schweiz ein Treffen zwischen hochrangigen Vertretern der USA und Chinas stattfinden. Trump hatte gestern außerdem betont, dass es bis Montag „sehr große und gute Nachrichten“ in Sachen Handelsabkommen geben wird. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

The Deadcast's tour of Enjoying the Ride trucks all the way to the East Bay, exploring beloved venues including the Greek Theater & Kaiser Auditorium, with tales of the Hog Farm's Skeleton Crew & vintage field recordings from Oakland Coliseum Arena's parking lot. Guests: David Lemieux, Ron Rakow, Kevin Schmevin, Mark Pinkus, Blair Jackson, Steve Silberman, Rebecca Adams, David Gans, Johnny Dwork, Tyler Roy-Hart, Steven Bernstein, Robert Nyberg, Chad KroegerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The HVAC (Heating, Ventilation, and Air Conditioning) industry is experiencing significant growth, with the U.S. market projected to reach over $32 billion in 2024 and expand at a compound annual growth rate (CAGR) of 7.4% between 2024 and 2030. This expansion is driven by increasing demand for energy-efficient systems, advancements in smart technologies, and a heightened focus on indoor air quality. However, the industry faces challenges, notably a shortage of skilled labor which underscores the need for strategies that improve employee retention and workforce stability.How can HVAC companies address workforce challenges while fostering a culture of mentorship, education, and leadership? What strategies set organizations apart in a competitive, evolving industry?On this episode of Straight Outta Crumpton, host Greg Crumpton welcomes Mike Rosone, Vice President of Service Sales at Arista Air Conditioning. Together, they explore how effective hiring practices, people-focused leadership, and forward-thinking mentorship programs can transform HVAC businesses.Key Highlights:Looking Beyond the Resume: Mike explains why identifying values, work ethic, and motivations, often referred to as the “90% under the waterline,” is essential for hiring the right people.Investing in Growth: Building mentorship programs and career roadmaps ensures employees can see their future in the HVAC industry.Creating a Strong Culture: A supportive, appreciative workplace increases productivity, improves retention, and helps businesses thrive long-term.Mike Rosone is the Vice President of Service Sales at Arista Air Conditioning, one of New York City's leading HVAC contractors. With nearly three decades of experience, Mike started his career as a parts runner before rising to leadership roles. His journey includes managing HVAC operations, coaching entrepreneurs as a leadership consultant, and now mentoring teams at Arista. Mike is passionate about developing people, fostering positive work cultures, and driving operational excellence.

The Deadcast begins our virtual tour of the new Enjoying the Ride box, visiting the cradle of the Dead in Palo Alto/Menlo Park (with a detour to visit the Warlocks' earliest shows) before heading to San Francisco with stops at the Fillmore West and Winterland.Guests: Connie Bonner Mosley, Ron Rakow, Ned Lagin, Ron Pietrowski, Tyler Roy-Hart, Les Earnest, Doug Oade, Eric Schwartz, Blair Jackson, Michael Parrish, Dominic Stefano, David LemieuxSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For the 50th anniversary reissue of Tiger Rose, we explore the lost story of Robert Hunter & Jerry Garcia's only full-length studio collaboration, the Dead lyricist's 2nd solo album, produced by Garcia & performed by an all-star cast including Garcia, Mickey Hart, & Donna Jean Godchaux.Guests: Kathy Veda Vaughan Bogert, Mickey Hart, Barry Melton, Ron Rakow, Howie LevineSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the 2nd part of the Deadcast's Phil Lesh tribute, we get deep into his singular bass playing with Phil's son & bandmate Grahame, Phish's Mike Gordon, & musicologist Rob Collier, while touring Phil's high adventures with Ned Lagin, radio co-host Gary Lambert, & other friends.Guests: Grahame Lesh, Mike Gordon, Ned Lagin, David Crosby, David Lemieux, Gary Lambert, Rob CollierSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rodrigo Álvarez habló con el jefe de bancada del Partido Republicano en la Cámara de Diputadas y Diputados, Cristián Araya, sobre la votación de la acusación constitucional contra la exministra de Defensa, Maya Fernández y las definiciones en al derecha de cara a las elecciones presidenciales y parlamentarias. Además, junto a Consuelo Saavedra y las infiltradas Leslie Ayala y Mariana Marusic, comentaron la nueva arista del Caso Audio y las postulaciones del Gobierno al FAPP y el Consejo Fiscal Autónomo.

Take a Network Break! We start with warnings about an Apple Webkit zero day and ransonware exploits against known Fortinet vulnerabilites, and discuss attribution issues with the X DDoS attack. Intel names Lip-Bu Tan as Chief Resurrection Officer, but how long does he have before investors get antsy? HPE plans to lay off thousands of... Read more »

Take a Network Break! We start with warnings about an Apple Webkit zero day and ransonware exploits against known Fortinet vulnerabilites, and discuss attribution issues with the X DDoS attack. Intel names Lip-Bu Tan as Chief Resurrection Officer, but how long does he have before investors get antsy? HPE plans to lay off thousands of... Read more »

Take a Network Break! We start with warnings about an Apple Webkit zero day and ransonware exploits against known Fortinet vulnerabilites, and discuss attribution issues with the X DDoS attack. Intel names Lip-Bu Tan as Chief Resurrection Officer, but how long does he have before investors get antsy? HPE plans to lay off thousands of... Read more »

They talk quite a while about the 20th Anniversary stick and Perdomo in general. There are still more TPE 2025 clips including Perdomo, Arista, and Meier & Dutch. They smoke the Perdomo 20th Anniversary Maduro and drink the Diplomatico Mantuano. Their tech talk is around a new material 5X the strength of Titanium and light as foam. https://www.msn.com/en-us/news/technology/new-wonder-material-designed-by-ai-is-as-light-as-foam-but-as-strong-as-steel/ar-AA1ycGzO?ocid=socialshare&cvid=5d8afa62c17e4cac9d1ac63798573256&ei=23

The Deadcast begins its 11th season with a celebration of the Grateful Dead's Phil Lesh, drawing on archival interviews to explore his unusual trajectory from jazz trumpet to avant-garde composition to rock and roll bass, and welcoming special guest Mike Gordon of Phish.Guests: Mike Gordon, Oteil Burbridge, Sam Cutler, David Lemieux, Gary LambertSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WSOU Investments LLC v. Arista Networks, Inc.

As broadcast @ www.totallywiredradio.com Tuesday 25.02.25Hour One and Two with Alan Kenny ArscottTracklisting01. Ake Takase trio - Song For Hope (Enja Recs 1982/BBE 2021)02. The Piano Choir Ft. Webster Lewis - Barbara Ann (Strata East 1975/Universal Sound 1997)03. Bill Evans Trio - Peace Piece (Riverside 1959/BBE 1996)04. Nat Adderly Septet - K High (Steeplechase 1977/Soul Brother 2006)05. Duke Pearson Ft. Flora Purim - Stormy (Blue Note 1974)06. Gene Ammons - Jungle Strut (Prestige 1970/BGP 1988)07. Buck Clarke - Feel (Argo 1963/Charly Recs 1991)08. Walt Dickerson - Death & Taxes (Prestige 1961/BGP 1994)09. Prince Lasha Ft. Sonny Simmons - Congo Call (Contemporary 1963/Luv n Haight 1994)10. David Axelroyd - Holy Thursday (Capitol Records 1968)11. Gwen McCrae - 90% Of Me Is You (Cat 1974/BBE 1997)12. Jerry Butler - Ordinary Joe (Mercury 1970)13. Mel & Tim - Keep the Faith (Stax 1973/BGP 1995)14. The Lost Generation - We Are the Lost Generation (Brunswick 1972/Dynamite Cuts 2025)15. Candy Bowman - Since I Found You (RCA 1981/Arista 1988)16. Two Tons Of fun - Never Like This (Fantasy 1980/BGP 1993)17. Jon Lucien - Seach For The Inner Self (Arts Recs 1999/Ace Recs 2025)18. Copeland Davis - Morning Spring (Regalia Music 1975/Counterpoint 1999)19. Rosie Gaines - Good Times (Epic 1985/Expansions 1994)20. Carl Hall - What About You (Columbia 1973)21. Melba Moore - Standing Right Here (Buddah 1977)

Lots of good stuff in this week’s Network Break. Microsoft announces an 8-qubit quantum chip and declares that practical quantum computing is years, not decades, away. D-Wave says its quantum computers are now commercially available for research facilities, academic institutions, and governments. Apple rolls its own 5G modem into its iPhone 16e. Meta announces its... Read more »

Lots of good stuff in this week’s Network Break. Microsoft announces an 8-qubit quantum chip and declares that practical quantum computing is years, not decades, away. D-Wave says its quantum computers are now commercially available for research facilities, academic institutions, and governments. Apple rolls its own 5G modem into its iPhone 16e. Meta announces its... Read more »

Lots of good stuff in this week’s Network Break. Microsoft announces an 8-qubit quantum chip and declares that practical quantum computing is years, not decades, away. D-Wave says its quantum computers are now commercially available for research facilities, academic institutions, and governments. Apple rolls its own 5G modem into its iPhone 16e. Meta announces its... Read more »

HP kauft Humane. Apple verkauft ein "günstiges" iPhone. OpenAI macht Open Source PR und hat große Pläne mit Softbank. Über Singapore werden viel NVIDIA GPUs nach China verkaufen und DeepSeak sucht Geld. Shein wird vor dem IPO immer weniger wert. SPACs sind back. Microsoft möchte einen Quantencomputer bauen. Lilium meldet erneut Insolvenz an. Idealo verklagt Google auf 3,3 Milliarden Euro. Hims&Hers hat eine volatile Woche. Earnings von Arista, Booking, MercadoLibre und Birkenstook. Die AfD hat eine neue Spendenaffäre. Musk sucht Geld für X und würde gerne die Community Notes überarbeiten. Elon posiert mit einer Kettensäge. Werbung: Verbinde dich mit André Wolpers und erfahre mehr über den People Lead Job und andere Möglichkeiten bei der HDI Group. Entdecke weitere Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Geht wählen (00:02:30) Humane (00:04:15) iPhone16e (00:09:15) OpenAI (00:20:00) Singapore (00:22:00) Deepseek (00:24:30) Shein (00:29:35) SPACs (00:31:35) Microsoft (00:34:45) Lilium (00:38:30) Google (00:41:30) Hims&Hers (00:45:30) Arista (00:47:30) Booking (00:50:30) MercadoLibre (00:52:10) Birkenstock (00:55:20) Alibaba (00:55:50) AfD (01:01:00) Elon (01:08:05) Kettensäge (01:13:15) Steve Bannon (01:16:00) DOGE (01:19:15) Pentagon (01:20:20) National Highway (01:22:15) SEC  (01:23:35) DOGE Dividende (01:25:20)  Bias Tiktok X (01:28:00) White House Deportation (01:31:40) Trump Putin (01:35:30) Community Notes (01:42:20) Döpfer, Alex Karp Shownotes HP erwirbt Teile von Humane, einem KI-Startup von ehemaligen Apple-Managern, für 116 Millionen Dollar Bloomberg OpenAI-Prognose zeigt Verschiebung von Microsoft zu SoftBank The Information Shein muss Unternehmenswert vor Börsengang auf 30 Milliarden Dollar senken Manager Magazin Die DeepSeek-Untersuchung des GPU-Schmuggels zeigt, dass Nvidias GPU-Verkäufe in Singapur 28 % des Umsatzes ausmachen, aber nur 1 % in das Land geliefert wird tom's Hardware DeepSeek erwägt zum ersten Mal die Aufnahme von Fremdkapital The Information Microsoft verkündet Durchbruch im Quantencomputing mit neuem Majorana-1-Chip The Verge Verdacht auf illegale Parteienfinanzierung - Neue Spendenaffäre erschüttert AfD Spiegel Wer ist der verschwiegene Milliardär hinter der verdächtigen AfD-Spende? Spiegel Libra Token's Co-Creator behauptet, er habe die Schwester des argentinischen Präsidenten Milei bezahlt CoinDesk Nach mehreren Verzögerungen hat DOGE seine angeblichen Einsparungen veröffentlicht. Schauen wir mal rein Twitter Alex Karp spricht über die US-Software-Dominanz, DOGE und die Wahl in Deutschland YouTube Musk's X in Gesprächen zur Geldbeschaffung mit einer Bewertung von 44 Milliarden Dollar Bloomberg Fehlinformationen von Präsident Trump. Twitter X deutet an, dass es in den Gesprächen mit dem Werberiesen Probleme mit der Erhöhung der Ausgaben geben könnte WSJ Wie Moritz Döpfner mithilfe von Peter Thiel einen eigenen Fonds aufbaut Manager Magazin Springer-Chef Döpfner nennt J.D. Vances Rede »inspirierend« und Europäer »weinerlich« Spiegel Musk beschuldigt den ukrainischen Staatschef Zelensky, sich von den Leichen der Soldaten zu ernähren" Independent Studie über TikTok- und X-„For You“-Feeds in Deutschland zeigt rechtsextreme politische Tendenzen im Vorfeld der Bundestagswahl TechCrunch Meinungsvideo: Die extreme Rechte erhebt sich im Land des „Nie wieder“ mit Jan Böhmermann New York Times

Ce vendredi x mois année, Liste INVITES et FONCTiON, se sont penchés sur les titres (....à lister... ), dans On achète ou on vend ? dans l'émission C'est Votre Argent présentée par Marc Fiorentino. C'est Votre Argent est à voir ou écouter le vendredi sur B

Arista Networks (ANET) will report earnings after the closing bell. The company's stock tumbled with the majority of A.I. names after the DeepSeek sell-off. Caroline Woods notes Arista expects customer growth to decelerate but turns to its other potential growth factors. Tim Biggam offers to an example options trade ahead of the report.======== 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

Derek Moore revisits the 1994-95 interest rate and market environment against the current backdrop regarding treasury yields and future S&P 500 Index returns. Plus, going through the case for higher for longer, whether that is good or bad for markets, and the adjustment the market would need to go through. Later, quantifying how sensitive the S&P 500 Index is to change in the forward PE ratio by putting into actual numbers and levels. Also, looking at Arista Networks and Alibaba before earnings and what the options market is saying their expected one standard deviation moves might be up or down. Finally, most people look at Real Inflation adjusted GDP, but Nominal GDP growth may be correlated to the 10-year yield and what that means if we go back to pre-GFC nominal growth rates. All this and more.    What is Nominal GDP Growth Rate? What is Real GDP growth? The US Dollar index and whether we are out of the zone of significance yet? Inflation in services remains sticky Why interest rates staying higher isn't necessarily a problem for the stock market Quantifying sensitivity of the S&P 500 Index to small changes in the forward PE multiple 1994-95 vs 2024-25 update around treasury yields, S&P 500 returns Alibaba and Arista earnings this week and their option implied moves  How to calculate expected move around earnings based on implied volatility levels     Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com       

The beautiful Russian River Valley, Arista 2.0, surrounded by giants and interview with Mark McWilliams, owner, Arista Winery in the Russian River Valley AVA, Sonoma County. ON THE ROAD with mrCAwine is about California's cool, aspirational lifestyle and awesome wines hosted by Chuck Cramer, a California native, living in London and is the Director of European & Asian sales & marketing, Terlato Wines. This is a wine journey covering the hottest topics in the business of California wine, chatting along the way with the people who work in wine, and make it all happen. This week's episode includes an interview with Mark McWilliams, owner of Arista Winery in the Russian River Valley AVA. 

Take a Network Break! This week we warn of significant vulnerabilities in WhatsUp Gold and Cisco NX-OS. We also discuss US federal reaction to the penetration of US telco networks by Chinese state actors. These reactions include network and visibility hardening guidelines from CISA, the FBI (reluctantly) recommending the use of encrypted messaging apps, and... Read more »

Take a Network Break! This week we warn of significant vulnerabilities in WhatsUp Gold and Cisco NX-OS. We also discuss US federal reaction to the penetration of US telco networks by Chinese state actors. These reactions include network and visibility hardening guidelines from CISA, the FBI (reluctantly) recommending the use of encrypted messaging apps, and... Read more »

The Deadcast concludes its dive into Robert Hunter's 1962 book, The Silver Snarling Trumpet (and its 10th season), exploring teenage Jerry Garcia's adventures with his friends Alan Trist and Brigid Meier in Palo Alto, and how this early scene gave way to the Grateful Dead.Guests: Alan Trist, Brigid Meier, Dennis McNallySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

To celebrate the Deadcast's 100th episode, we begin a 2-part special joined by the co-stars of Robert Hunter's newly-published 1962 book, the Silver Snarling Trumpet, a startling in-the-moment account of his and Jerry Garcia's formative years in Palo Alto.Guests: Alan Trist, Brigid Meier, Dennis McNallySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast uncovers the long-lost tape of the Dead & San Francisco's Sufi Choir at Winterland in 1971, telling its untold story with composer Allaudin Mathieu, finding hidden connections to big band jazz, longform improv comedy, & spirituality, plus an appearance by Wavy Gravy.Guests: Allaudin Mathieu, Wavy Gravy, Michael Parrish, John “Tex” Coate, Erik Davis, Christopher CoffmanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Deadcast crosses the Blue Ridge Mountains for the Dead's only show in Huntington, West Virginia, including close looks at the innovative fashion and LSD scenes then emerging in Dead parking lots, and the conclusion of a rare 1978 interview with Jerry Garcia.Guests: Kathy Sublette, Rob Bleetstein, Bob Wagner, Bob Minkin, Jay Blakesberg, David Lemieux, Steve Silberman, Erik Davis, Annabelle WalshSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.