British global semiconductor and software design company
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8 episodes with Arm Holdings
10 episodes with Arm Holdings
4 episodes with Arm Holdings
7 episodes with Arm Holdings
4 episodes with Arm Holdings
4 episodes with Arm Holdings
3 episodes with Arm Holdings
2 episodes with Arm Holdings
2 episodes with Arm Holdings
John is joined by Spencer Collins, Executive Vice President and Chief Legal Officer of Arm Holdings, the UK-based semiconductor design firm known for powering over 99% of smartphones globally with its energy-efficient CPU designs. They discuss the legal challenges that arise from Arm's unique position in the semiconductor industry. Arm has a unique business model, centered on licensing intellectual property rather than manufacturing processors. This model is evolving as Arm considers moving “up the stack,” potentially entering into processor production to compete more directly in the AI hardware space. Since its $31 billion acquisition by SoftBank in 2016, Arm has seen tremendous growth, culminating in an IPO in 2023 at a $54 billion valuation and its market value nearly doubling since.AI is a major strategic focus for Arm, as its CPUs are increasingly central to AI processing in cloud and edge environments. Arm's high-profile AI projects include Nvidia's Grace Hopper superchip and Microsoft's new AI server chips, both of which rely heavily on Arm CPU cores. Arm is positioned to be a key infrastructure player in AI's future based on its broad customer base, the low power consumption of its semiconductors, and their extensive security features. Nvidia's proposed $40 billion acquisition of ARM collapsed due to regulatory pushback in the U.S., Europe, and China. This led SoftBank to pivot to taking 10% of Arm public. Arm is now aggressively strengthening its intellectual property strategy, expanding patent filings, and upgrading legal operations to better protect its innovations in the AI space.Spencer describes his own career path—from law firm M&A work to a leadership role at SoftBank's Vision Fund, where he worked on deals like the $7.7 billion Uber investment—culminating in his current post. He suggests that general counsel for major tech firms must be intellectually agile, invest in best-in-class advisors, and maintain geopolitical awareness to navigate today's rapidly changing legal and regulatory landscape.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen fulminanten Börsengang, einen Bundeskanzler im Weißen Haus und Microsoft auf Allzeithoch. Außerdem geht es um Arm Holdings, Robinhood, Palantir, Microsoft, Mercedes, BMW, VW, Docusign, Lululemon, Broadcom, Virgin Galactic, Rocket Lab, iShares iBonds Dec 2028 Term € Corp ETF (WKN: A3EHAK), Scalable MSCI AC World Xtrackers ETF (WKN: DBX1SC), Vanguard FTSE All-World ETF (WKN: A2PKXG), L&G Gerd Kommer Multifactor Equity ETF (WKN: WELT0A), iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers MSCI World ex USA ETF (WKN: A40G12), Invesco MSCI World Equal Weight ETF (WKN: DBX0VH). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
On Monday, President Trump announced that there will be a 90-day pause on the majority of tariffs between the U.S. and China, with plans to use the truce period to continue negotiations for a wider trade deal. On Tuesday, FOX Business White House Correspondent Edward Lawrence had a fireside chat with the CEOs of automaker Hyundai and chipmaker Arm Holdings. Edward joins the Rundown to discuss the Trump administration's trade objectives during this 90-day pause with China and what his conversation with major auto and chip manufacturer CEOs tells us about the President's ambition to onshore more businesses in America. The Federal Aviation Administration will hold a meeting later today to discuss potential flight reductions at Newark Liberty International Airport in New Jersey. A series of outages, technical glitches, and flight delays has led to air traffic controllers taking leave, which has contributed to significant and consequential staffing shortages. Transportation Secretary Sean Duffy is advocating for a multi-year, multi-billion-dollar upgrade to the nation's air traffic control system. Aviation safety and airport analyst Ken Christensen joins to analyze the factors causing the chaos at Newark and suggest necessary improvements to the system. Plus, commentary from FOX News contributor Joe Concha. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Monday, President Trump announced that there will be a 90-day pause on the majority of tariffs between the U.S. and China, with plans to use the truce period to continue negotiations for a wider trade deal. On Tuesday, FOX Business White House Correspondent Edward Lawrence had a fireside chat with the CEOs of automaker Hyundai and chipmaker Arm Holdings. Edward joins the Rundown to discuss the Trump administration's trade objectives during this 90-day pause with China and what his conversation with major auto and chip manufacturer CEOs tells us about the President's ambition to onshore more businesses in America. The Federal Aviation Administration will hold a meeting later today to discuss potential flight reductions at Newark Liberty International Airport in New Jersey. A series of outages, technical glitches, and flight delays has led to air traffic controllers taking leave, which has contributed to significant and consequential staffing shortages. Transportation Secretary Sean Duffy is advocating for a multi-year, multi-billion-dollar upgrade to the nation's air traffic control system. Aviation safety and airport analyst Ken Christensen joins to analyze the factors causing the chaos at Newark and suggest necessary improvements to the system. Plus, commentary from FOX News contributor Joe Concha. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Monday, President Trump announced that there will be a 90-day pause on the majority of tariffs between the U.S. and China, with plans to use the truce period to continue negotiations for a wider trade deal. On Tuesday, FOX Business White House Correspondent Edward Lawrence had a fireside chat with the CEOs of automaker Hyundai and chipmaker Arm Holdings. Edward joins the Rundown to discuss the Trump administration's trade objectives during this 90-day pause with China and what his conversation with major auto and chip manufacturer CEOs tells us about the President's ambition to onshore more businesses in America. The Federal Aviation Administration will hold a meeting later today to discuss potential flight reductions at Newark Liberty International Airport in New Jersey. A series of outages, technical glitches, and flight delays has led to air traffic controllers taking leave, which has contributed to significant and consequential staffing shortages. Transportation Secretary Sean Duffy is advocating for a multi-year, multi-billion-dollar upgrade to the nation's air traffic control system. Aviation safety and airport analyst Ken Christensen joins to analyze the factors causing the chaos at Newark and suggest necessary improvements to the system. Plus, commentary from FOX News contributor Joe Concha. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices
Walter Tissen im Gespräch mit Oliver Kantimm ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Hauptsendung im Rahmen von BerneckerTV (Aufzeichnung am 08.05.2025). Schlaglichter:Prysmian - Bewertung wieder attraktiv?Super Micro Computer - Boden in Sichtweite?Werblicher Hinweis auf AktionärsbriefARM Holdings - Stark positioniert, aber...Fortinet - Player in einer hochattraktiven BrancheVerabschiedungWir wünschen gewinnbringende Impulse mit diesem Beitrag.=======Jetzt abonnieren: "Der Aktionärsbrief". Weitere Infos unter:https://www.bernecker.info/aktionaersbrief=======Lust auf noch mehr Sendungen im Bernecker.TV? Noch mehr unterschiedliche Experten? Infos zu Bernecker.TV:https://www.bernecker.info/bernecker-tv=======Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website:https://www.bernecker.info/newsletter=======Besuchen Sie uns gerne auf unserer Website:https://www.bernecker.info
Carl Quintanilla, David Faber and Mike Santoli discussed positive market sentiment in reaction to President Trump saying he would announcea trade agreement on Thursday with the United Kingdom, though the U.K. refers to it as a framework. The anchors reacted to Trump callingJerome Powell a "fool" one day after the Fed held interest rates steady. Also in focus: Arm Holdings slides on weak guidance, sources tell Davidthat Warner Bros. Discovery is moving toward a split of the company, Shopify's president joins the show to discuss quarterly results and tariffs. Squawk on the Street Disclaimer
Alok Sama spent years in corporate finance and as a managing director at Morgan Stanley before joining Softbank as CFO and plunging into founder-CEO Masayoshi Son’s world of high-speed, high-risk decision making. For Sama, the shift involved many eye-opening experiences, which he later shared in a memoir, titled The Money Trap: Lost Illusions Inside the Tech Bubble (St. Martin’s Press, 2024). In this episode, Sama speaks with McKinsey senior partner Vik Malhotra, who is based in our New York office, where he counsels CEOs and corporate boards and serves as our firm’s Chairman of the Americas. Vik is also a co-author of the New York Times bestseller, CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest. The two talked about what it was like to work with SoftBank founder and CEO Masayoshi Son, negotiating deals such as Softbank’s $32 billion acquisition of the British chip design company Arm Holdings, and why Alok decided to return to school in his 50s to earn a master’s degree in fine arts. Related Insights CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest. The CEO as elite athlete: What business leaders can learn from modern sports How AI is transforming strategy development Palo Alto Networks CFO on AI, cybersecurity, and the finance leader’s mandate The Seasons of the CFO Achieving growth: Putting leadership mindsets and behaviors into action McKinsey Strategy & Corporate Finance on LinkedInSupport the show: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information
VOV1 - Malaysia hôm 5/3 đã ký thỏa thuận trị giá 250 triệu USD với nhà sản xuất chip của Anh là Arm Holdings nhằm thúc đẩy nỗ lực sản xuất chất bán dẫn cao cấp trong bối cảnh cuộc chiến thương mại công nghệ Mỹ-Trung đang trở nên ngày một căng thẳng.
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
Patch Tuesday has arrived and Windows 11 23H2/24H2 gets those preview updates we talked about two weeks ago: Taskbar preview improvements, Windows Studio Effects on taskbar, File Explorer improvements, Mouse improvements, Time Zone changes without admin privileges, OneDrive continuity (23H2 only), Windows Share improvements (23H2 only), new keyboard shortcut for Magnifier. While Windows 10 gets the new Outlook, you lucky dogs! Windows Beta (yesterday) - Beta/Dev window is open, Beta will move to 24H2 soon, this new build was for 23H2, new Paint app MIDI IS BACK BABY! MIDI Services 2.0 now in public preview Photos app OCR capabilities are back - feature was in testing but disabled in November, supports 160 languages HoloLens is finally dead: Microsoft partners with tech bro to offload US Army contract AI/Dev Microsoft schedules Build 2025 for May 19-22. And then Google schedules I/O 2025 for May 20-21 Elon Musk and investors supposedly make bid for OpenAI - hilarity ensues OpenAI is working on its own AI chip because everyone else is OpenAI is working on its own AI chip because everyone else is You don't have to sign in to OpenAI to use ChatGPT Search now Google Gemini 2.0 family is now (mostly) generally available GitHub Copilot is getting agentic features this year Remember the so-called Windows Copilot Runtime? It's finally happening. Paul noticed that the Windows App SDK 1.7 Experimental 3 release finally had WCR bits, was quietly released last week Coding hands-on: Building text rewrite and summarize requires just a few lines of code More Earnings/Corporate Qualcomm - $11.7 billion in revenues, up 17 percent It's over! Arm Holdings drops Qualcomm complaint, will not terminate license Amazon: $188 billion in revenues, up 9.5 percent - AWS was $29 billion in revenues, up 16 percent. Amazon to spend $75 billion this fiscal year on AI infrastructure build-out, similar to MSFT, that figure was $28 billion in the previous quarter Here comes Conversational Alexa - Amazon devices and services event February 26 Sonos continues its downward spiral - Before earnings, restructuring and layoffs Xbox Good news/bad news on Xbox console sales - Better than expected, honestly Candy Crush Solitaire is first new King game under Xbox - Perfect King/Microsoft mashup Tips and Picks Tip of the week: A few steps forward (and back) for the 2025 online accounts push Tip of the week #2: Get the Bill Gates book Source Code App pick of the week: Notion is nearly perfect RunAs Radio this week: Upgrading to Windows Server 2025 with Robert Smit Brown liquor pick of the week: Mackmyra Brukswhisky Hosts: Paul Thurrott, Richard Campbell, and Mikah Sargent Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. 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
En el episodio de hoy de VG Daily, Eugenio Garibay y Valentina Orduz analizan los movimientos clave en tecnología y economía. El programa arranca con un análisis de las solicitudes por desempleo, donde los 219k nuevos reclamos de desempleo no es tan significante para un mercado laboral hasta ahora resiliente. El foco se desplaza a ARM Holdings, cuyo récord en regalías por chips Armv9 contrasta con costos operativos en máximos históricos y un litigio riesgoso con Qualcomm. También analizan Qualcomm, que publico ingresos récord en móviles y automotriz, aunque se opaca por su dependencia de Huawei y márgenes amenazados por los costos de TSMC.Cerrando el episodio, debaten como Ford se compara contra otros reportes de empresas en la industria automotriz.
Apple's earnings are decidedly mixed. Mark Zuckerberg's complaints about everything he says leaking… leaked, and there are a lot of interesting details in those leaks. Looks like the SoftBank and OpenAI courtship is a serious one, and if the marriage happens, looks like Arm Holdings can be leveraged for the dowery. And, of course, the Weekend Longreads Suggestions.Links:Apple shares rise 3% as boost in services revenue overshadows iPhone miss (CNBC)Mark Zuckerberg said that Meta missed TikTok's rise because it didn't seem 'social' enough, leaked recording reveals (Business Insider)OpenAI in Talks for Huge Investment Round Valuing It at Up to $300 Billion (WSJ)OpenAI's Sam Altman and SoftBank's Masayoshi Son Are AI's New Power Couple (WSJ)Weekend Longreads Suggestions:DeepSeek Chief's Journey From Math Geek to Global Disruptor (WSJ)Chinese Quant Whiz Built DeepSeek In The Shadow Of a Hedge Fund Rout (Bloomberg)DeepSeek Debates: Chinese Leadership On Cost, True Training Cost, Closed Model Margin Impacts (SemiAnalysis)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Alok Sama was the chief dealmaker at SoftBank, the backer of Arm Holdings, Yahoo, Nvidia, TikTok, Uber, T-Mobile, Alibaba and WeWork. In his first book The Money Trap, Sama discusses the inside story of some of these deals and presents a stranger-than-fiction personal odyssey featuring his experiences alongside SoftBank's iconic founder, Masayoshi Son, a maverick who wants to be remembered as “the crazy guy who bet on the future” and whose mission is “happiness for everyone.” Sama takes us on a wild journey as he consorts with A-list CEOs and heads of state, and negotiates mega-deals on a Gulfstream jet, Son's sanctuary with its exquisite Japanese garden, and a waterside restaurant in the Turkish Riviera—all while contending with a mysterious dark-arts smear campaign that takes a toll on his private life.
This week's podcast is about the recent wave of Chinese tech companies that is shocking Western businesses and politicians.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The mega-trends that matter here are:Rising Chinese consumersManufacturing scaleBrainpower behemothMoneyHere is DeepSeek. You can try it for free here:chat.deepseek.comAnd you can try Alibaba's Qwen here.https://chat.qwenlm.ai/You can try Kling AI here.https://klingai.com/———-Related articles:BYD Is Going for Global EV Leadership (1 of 2) (Tech Strategy – Daily Article)A Strategy Breakdown of Arm Holdings (1 of 3) (Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:EV AV AutoRoboticsGenAIFrom the Company Library, companies for this article are:BYDUnitreeKuaishou / Kling AIHuaweiBaidu AI CloudAlibaba CloudMiniMax / Hailuo AIDeepSeek------------I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
The first Patch Tuesday of 2025 brings temporary but sweet relief. There were no preview updates last month, so this month is just security/bug fixes. Plus, will Microsoft back down from its Windows 10 EOL line in the sand? It appears not. Finally, got New Year's resolutions? Paul's got a better idea. Maybe... Windows New Canary build with nothing in it Microsoft will not support Office on Windows 10 after October EOL date Microsoft is auto-installing the new Outlook in Windows 10 too - Don't let the door hit you on the way out Parallels Desktop for Mac now supports running x86 Windows VMs. Very slowly AI, Microsoft 365 New business models for AI emerge in 2025. Pay as you go vs. pay or no pay Microsoft has shifted its business model strategy over two years 15 months of Copilot in Windows: Madness Microsoft announces pay-as-you-go AI agents Google has a different (better) take with "the best of Google AI" in Workspace What to expect: Price hikes on subscription services to pay for this AI Massive reorg of Microsoft's engineering groups is all about AI - There are PM-level layoffs happening now all over Microsoft OpenAI adds tasks in beta to ChatGPT Microsoft Excel in Windows will soon support dark mode. Wait, what? Hardware Surface teases a big announcement on January 30 AMD surges on incredible new x86 chips and Intel's epic fail Former Surface design lead Ralf Groene joins Panos at Amazon. Why? Arm Holdings plans massive licensing price hikes. Everyone needs to settle the F down There's a 16 GB Raspberry Pi 5 now. But at this price, a low-end NUC is the better choice for most Dev .NET 9.0.1 arrives - and with it, the fix for the app-crashing WPF/Windows 11 theming bug Paul tried GitHub Copilot in Visual Studio. It is MAGIC Xbox Microsoft is clearly planning something big for gaming handhelds. Windows or Xbox? Or both? Happy New Year, Xbox fans! Microsoft to bring more Xbox exclusives to PS, Switch Xbox to host a Developer Direct event next week Microsoft introduces new Xbox repair options The Nintendo Switch 2 is leaking all over the place, and there were prototypes at CES Tips and Picks Tip of the week: Think about making micro changes each month or quarter instead of huge, sweeping changes once a year App pick of the week: Start11 v2.5 RunAs Radio this week: DevOpsDocs with Mattias Karlsson Brown liquor pick of the week: Buchanan's Deluxe 12 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique value proposition and how it thrives as a licensing giant in a market dominated by leading-edge manufacturers. To break down Arm, I am joined by Jay Goldberg, who is the CEO and lead analyst at D2D Advisory, a technology and strategy consultancy. We discuss its business model, the partnerships that drive its growth, and its role in enabling companies like Apple, NVIDIA, and Qualcomm. We will also unpack Arm's business history, including its acquisition by SoftBank, its failed takeover by NVIDIA, and its IPO earlier this year. Arm currently sports a $150 billion market cap with sales approaching $5 billion, a rather robust 30x revenue multiple. Please enjoy this Breakdown of Arm. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Introduction to Business Breakdowns (00:00:52) Introduction to Arm (00:02:27) Arm's Business Model Explained (00:05:05) CPU vs GPU Dynamics (00:07:33) Arm's Competitive Landscape (00:08:52) Historical Growth and Market Expansion (00:14:06) RISC vs CISC: Architectural Approaches (00:18:38) Arm's Licensing and Partnership Model (00:22:12) Arm's Chip Design Evolution (00:22:39) The Critical Role of Software (00:23:34) Arm's Compatibility and Ecosystem (00:23:41) Dramatic Recent History (00:24:12) SoftBank's Acquisition and Nvidia's Interest (00:25:15) Nvidia's Ambitious Bet (00:26:25) SoftBank's Wake-Up Call (00:27:02) Arm's Market Penetration (00:28:07) Arm's Ubiquity in Electronics (00:29:22) Influential Figures in Arm's Success (00:30:33) Arm's Financials (00:33:32) Risks and Competitive Threats (00:40:16) Future Opportunities and Lessons (00:41:10) Conclusion and Final Thoughts
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
We heard you missed us. We're back. Windows Microsoft declares 2025 the "year of the Windows 11 PC refresh." As likely as "year of the Linux desktop" The theory: Windows 10 EOL, AI PCs, lingering security fears from CrowdStrike The issue: Windows 10 has 63 usage share right now. At this point in time, Windows 7 had only 25 percent usage share (and was in second place, not first) Intel joins in on this fever dream but we've stopped listening More interesting: AMD is kicking ass and taking names. And we thought the existing chips were good (they are). Related to this, PC makers are embracing AMD like never before. Check out HP's workstations (including laptops) Microsoft is blocking the 24H2 update on PCs with Auto HDR enabled New Canary and Beta builds ring in the New Year Not that it matters, but Windows 11 almost had Vista Ultimate Extras-like dynamic wallpapers Dell kills XPS and all its other PC brands because Dell is stupid and doesn't know what it had Arm & PCs Qualcomm defeated Arm Holdings in licensing dispute court case. And, yes, it won big time, contrary to Arm's nonsense Qualcomm announces an even lower-end Snapdragon X chip for $600 PCs, so ASUS announces an $1100 laptop that uses it Snapdragon Dev Kit update Part 2 of Paul's history of Windows on Arm is up New Arm PCs announced, including desktops. Ahead of CES, Geekom jumped the gun and said it was coming out with a Snapdragon X-based NUC. Lenovo has a NUC/SFF NVIDIA and MediaTek confirm partnership on Arm chips for PCs Microsoft 365 First, GitHub Copilot, but now Microsoft 365 Copilot will allegedly stop using OpenAI exclusively Microsoft reveals (confirms) it will spend $80 billion on AI infrastructure in FY 2025 as it suckles up to Trump like the rest of the tech industry Microsoft and OpenAI allegedly tied AGI milestone to profits, not intelligence Xbox & Gaming Microsoft discusses a console-like experience for Windows handheld gaming. Tied to that, a new generation of handheld gaming PCs is on the way Xbox Game Pass says Happy New Year with a full slate of Activision Blizzard titles. Just kidding NVIDIA announces new graphics cards for PCs No one wants this, but Xbox is coming to LG smart TVs Xbox Rewards shuffles the deck chairs, hopes no one notices it's worse now Tips & Picks Tip of the week: Spend a little, upgrade to Windows 11 App pick of the week: Microsoft PowerToys RunAs Radio this week: Least Privilege in 2025 with Bailey Bercik Brown liquor pick of the week: Kilbeggan Irish Whiskey Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com zscaler.com/security
Sara Eisen and Scott Wapner started the hour with former Dallas Fed President Robert Kaplan, who said the Fed's uncertainty on the rate path is a good thing. Later in the hour, the anchors also discussed Qualcomm's legal victory over Arm Holdings, involving a chip licensing dispute. Also in the mix; former IIF CEO Charles Dallara joined the show to discuss how Trump's potential trade tariffs could rattle the global markets. Squawk on the Street Disclaimer
S&P futures are indicating a higher open, up +0.28%. Asian equities posted gains almost across the board in a quiet Monday session. European markets opened softer this morning but are gaining traction. In Asia, Honda and Nissan are set to begin integration talks, with plans to create a holding company and finalize the merger by 2026. In Europe, UK Q3 GDP was revised downward to show no growth q/q, while business confidence surveys pointed to steep declines in private sector activity in early 2024. Companies Mentioned: News Corp, Arm Holdings, TikTok, Alphabet
Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode unpacks the latest director deals involving Niks Professional, Tuan Sing Holdings, and DBS, alongside institutional buybacks by SingTel. Discover why Allianz is reportedly dropping its bid for Income Insurance and what's next for policyholders. Ryan Huang also analyzes Berkshire Hathaway's dip, Broadcom's record-breaking rally, and TikTok's challenges in the US. Plus, a look at Asia-Pacific markets, local Straits Times Index movers, and the broader US earnings landscape featuring General Mills, Micron, Nike, and FedEx.See omnystudio.com/listener for privacy information.
Edge's data trick, Outlook's AI Themes, .NET 9, and more! Windows 11 The 24H2 quality issues continue, like a parade with no end. Patch Tuesday arrives Windows team says no Preview update in December... but what about November? Reminder of the Canary build last week with Prism emulator improvements. WHERE ARE THE ARM ISOs??? Most recent episode of Run as Radio is worth discussing again here Dev and Beta: Nice new "run as admin" shortcut in Dev, minor changes in Beta Canary: Mostly bug fixes Microsoft Edge is using a new trick to steal Chrome data It's dead, Jim: Microsoft reminds world that Outlook will replace Mail, Calendar, People If you pay for Copilot (dummy) you can make custom Outlook themes now for some reason Quick laptop update: AMD Zen 5 vs. Intel Lunar Lake vs. Snapdragon X Still more earnings Arm: $844 million, but disappointing. Also, Qualcomm legal battle looms Qualcomm: $10.24 billion in revenues, up 19 percent AMD to lay off 4 percent of (26,000 employee) workforce globally, focus on AI Dev Microsoft releases .NET 9 That means WPF support for Windows 11 theming is live But there's a surprise: Microsoft added one of the features we need .NET Conf is happening as we speak - Thursday is third-party day, and I am curious about Avalon and Uno announcements Qualcomm has a webinar tomorrow for AI developers and Snapdragon X Xbox Surprise! Death Stranding comes to Xbox three years later to the day Phil Spencer talks PS5, mobile devices, more in a new interview MAJOR NEW ACTIVISION RELEASE ON GAME PASS Just kidding, it's some stupid purple dragon Friend requests now available (again) to all Xbox users Paying GeForce Now customers get monthly usage caps NVIDIA app replaces GeForce Experience, no need to sign in anymore Sony has sold 65 million PS5 consoles ... it needs 20+ million more to surpass PS3 Tips and Picks Tip of the week: Quick Windows 11 Field Guide update App pick of the week: Stardock DesktopGPT App pick of the week #2: Quick Share Cocktail of the week: Salmoncito Ingredients 1 oz. tonic water, plus more for topping 1½ oz. London dry gin ¼ oz. Campari ¼ oz. fresh grapefruit juice Grapefruit twist and grapefruit supreme (for serving) Preparation Fill a highball glass with ice. Add 1 oz. tonic water, then pour in 1½ oz. London dry gin, ¼ oz. Campari, and ¼ oz. fresh grapefruit juice. Top off with more tonic water and stir gently with a bar spoon. Express oil of a grapefruit twist over cocktail and discard. Garnish with a grapefruit supreme. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com veeam.com
Edge's data trick, Outlook's AI Themes, .NET 9, and more! Windows 11 The 24H2 quality issues continue, like a parade with no end. Patch Tuesday arrives Windows team says no Preview update in December... but what about November? Reminder of the Canary build last week with Prism emulator improvements. WHERE ARE THE ARM ISOs??? Most recent episode of Run as Radio is worth discussing again here Dev and Beta: Nice new "run as admin" shortcut in Dev, minor changes in Beta Canary: Mostly bug fixes Microsoft Edge is using a new trick to steal Chrome data It's dead, Jim: Microsoft reminds world that Outlook will replace Mail, Calendar, People If you pay for Copilot (dummy) you can make custom Outlook themes now for some reason Quick laptop update: AMD Zen 5 vs. Intel Lunar Lake vs. Snapdragon X Still more earnings Arm: $844 million, but disappointing. Also, Qualcomm legal battle looms Qualcomm: $10.24 billion in revenues, up 19 percent AMD to lay off 4 percent of (26,000 employee) workforce globally, focus on AI Dev Microsoft releases .NET 9 That means WPF support for Windows 11 theming is live But there's a surprise: Microsoft added one of the features we need .NET Conf is happening as we speak - Thursday is third-party day, and I am curious about Avalon and Uno announcements Qualcomm has a webinar tomorrow for AI developers and Snapdragon X Xbox Surprise! Death Stranding comes to Xbox three years later to the day Phil Spencer talks PS5, mobile devices, more in a new interview MAJOR NEW ACTIVISION RELEASE ON GAME PASS Just kidding, it's some stupid purple dragon Friend requests now available (again) to all Xbox users Paying GeForce Now customers get monthly usage caps NVIDIA app replaces GeForce Experience, no need to sign in anymore Sony has sold 65 million PS5 consoles ... it needs 20+ million more to surpass PS3 Tips and Picks Tip of the week: Quick Windows 11 Field Guide update App pick of the week: Stardock DesktopGPT App pick of the week #2: Quick Share Cocktail of the week: Salmoncito Ingredients 1 oz. tonic water, plus more for topping 1½ oz. London dry gin ¼ oz. Campari ¼ oz. fresh grapefruit juice Grapefruit twist and grapefruit supreme (for serving) Preparation Fill a highball glass with ice. Add 1 oz. tonic water, then pour in 1½ oz. London dry gin, ¼ oz. Campari, and ¼ oz. fresh grapefruit juice. Top off with more tonic water and stir gently with a bar spoon. Express oil of a grapefruit twist over cocktail and discard. Garnish with a grapefruit supreme. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com veeam.com
Edge's data trick, Outlook's AI Themes, .NET 9, and more! Windows 11 The 24H2 quality issues continue, like a parade with no end. Patch Tuesday arrives Windows team says no Preview update in December... but what about November? Reminder of the Canary build last week with Prism emulator improvements. WHERE ARE THE ARM ISOs??? Most recent episode of Run as Radio is worth discussing again here Dev and Beta: Nice new "run as admin" shortcut in Dev, minor changes in Beta Canary: Mostly bug fixes Microsoft Edge is using a new trick to steal Chrome data It's dead, Jim: Microsoft reminds world that Outlook will replace Mail, Calendar, People If you pay for Copilot (dummy) you can make custom Outlook themes now for some reason Quick laptop update: AMD Zen 5 vs. Intel Lunar Lake vs. Snapdragon X Still more earnings Arm: $844 million, but disappointing. Also, Qualcomm legal battle looms Qualcomm: $10.24 billion in revenues, up 19 percent AMD to lay off 4 percent of (26,000 employee) workforce globally, focus on AI Dev Microsoft releases .NET 9 That means WPF support for Windows 11 theming is live But there's a surprise: Microsoft added one of the features we need .NET Conf is happening as we speak - Thursday is third-party day, and I am curious about Avalon and Uno announcements Qualcomm has a webinar tomorrow for AI developers and Snapdragon X Xbox Surprise! Death Stranding comes to Xbox three years later to the day Phil Spencer talks PS5, mobile devices, more in a new interview MAJOR NEW ACTIVISION RELEASE ON GAME PASS Just kidding, it's some stupid purple dragon Friend requests now available (again) to all Xbox users Paying GeForce Now customers get monthly usage caps NVIDIA app replaces GeForce Experience, no need to sign in anymore Sony has sold 65 million PS5 consoles ... it needs 20+ million more to surpass PS3 Tips and Picks Tip of the week: Quick Windows 11 Field Guide update App pick of the week: Stardock DesktopGPT App pick of the week #2: Quick Share Cocktail of the week: Salmoncito Ingredients 1 oz. tonic water, plus more for topping 1½ oz. London dry gin ¼ oz. Campari ¼ oz. fresh grapefruit juice Grapefruit twist and grapefruit supreme (for serving) Preparation Fill a highball glass with ice. Add 1 oz. tonic water, then pour in 1½ oz. London dry gin, ¼ oz. Campari, and ¼ oz. fresh grapefruit juice. Top off with more tonic water and stir gently with a bar spoon. Express oil of a grapefruit twist over cocktail and discard. Garnish with a grapefruit supreme. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com veeam.com
Edge's data trick, Outlook's AI Themes, .NET 9, and more! Windows 11 The 24H2 quality issues continue, like a parade with no end. Patch Tuesday arrives Windows team says no Preview update in December... but what about November? Reminder of the Canary build last week with Prism emulator improvements. WHERE ARE THE ARM ISOs??? Most recent episode of Run as Radio is worth discussing again here Dev and Beta: Nice new "run as admin" shortcut in Dev, minor changes in Beta Canary: Mostly bug fixes Microsoft Edge is using a new trick to steal Chrome data It's dead, Jim: Microsoft reminds world that Outlook will replace Mail, Calendar, People If you pay for Copilot (dummy) you can make custom Outlook themes now for some reason Quick laptop update: AMD Zen 5 vs. Intel Lunar Lake vs. Snapdragon X Still more earnings Arm: $844 million, but disappointing. Also, Qualcomm legal battle looms Qualcomm: $10.24 billion in revenues, up 19 percent AMD to lay off 4 percent of (26,000 employee) workforce globally, focus on AI Dev Microsoft releases .NET 9 That means WPF support for Windows 11 theming is live But there's a surprise: Microsoft added one of the features we need .NET Conf is happening as we speak - Thursday is third-party day, and I am curious about Avalon and Uno announcements Qualcomm has a webinar tomorrow for AI developers and Snapdragon X Xbox Surprise! Death Stranding comes to Xbox three years later to the day Phil Spencer talks PS5, mobile devices, more in a new interview MAJOR NEW ACTIVISION RELEASE ON GAME PASS Just kidding, it's some stupid purple dragon Friend requests now available (again) to all Xbox users Paying GeForce Now customers get monthly usage caps NVIDIA app replaces GeForce Experience, no need to sign in anymore Sony has sold 65 million PS5 consoles ... it needs 20+ million more to surpass PS3 Tips and Picks Tip of the week: Quick Windows 11 Field Guide update App pick of the week: Stardock DesktopGPT App pick of the week #2: Quick Share Cocktail of the week: Salmoncito Ingredients 1 oz. tonic water, plus more for topping 1½ oz. London dry gin ¼ oz. Campari ¼ oz. fresh grapefruit juice Grapefruit twist and grapefruit supreme (for serving) Preparation Fill a highball glass with ice. Add 1 oz. tonic water, then pour in 1½ oz. London dry gin, ¼ oz. Campari, and ¼ oz. fresh grapefruit juice. Top off with more tonic water and stir gently with a bar spoon. Express oil of a grapefruit twist over cocktail and discard. Garnish with a grapefruit supreme. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com veeam.com
Edge's data trick, Outlook's AI Themes, .NET 9, and more! Windows 11 The 24H2 quality issues continue, like a parade with no end. Patch Tuesday arrives Windows team says no Preview update in December... but what about November? Reminder of the Canary build last week with Prism emulator improvements. WHERE ARE THE ARM ISOs??? Most recent episode of Run as Radio is worth discussing again here Dev and Beta: Nice new "run as admin" shortcut in Dev, minor changes in Beta Canary: Mostly bug fixes Microsoft Edge is using a new trick to steal Chrome data It's dead, Jim: Microsoft reminds world that Outlook will replace Mail, Calendar, People If you pay for Copilot (dummy) you can make custom Outlook themes now for some reason Quick laptop update: AMD Zen 5 vs. Intel Lunar Lake vs. Snapdragon X Still more earnings Arm: $844 million, but disappointing. Also, Qualcomm legal battle looms Qualcomm: $10.24 billion in revenues, up 19 percent AMD to lay off 4 percent of (26,000 employee) workforce globally, focus on AI Dev Microsoft releases .NET 9 That means WPF support for Windows 11 theming is live But there's a surprise: Microsoft added one of the features we need .NET Conf is happening as we speak - Thursday is third-party day, and I am curious about Avalon and Uno announcements Qualcomm has a webinar tomorrow for AI developers and Snapdragon X Xbox Surprise! Death Stranding comes to Xbox three years later to the day Phil Spencer talks PS5, mobile devices, more in a new interview MAJOR NEW ACTIVISION RELEASE ON GAME PASS Just kidding, it's some stupid purple dragon Friend requests now available (again) to all Xbox users Paying GeForce Now customers get monthly usage caps NVIDIA app replaces GeForce Experience, no need to sign in anymore Sony has sold 65 million PS5 consoles ... it needs 20+ million more to surpass PS3 Tips and Picks Tip of the week: Quick Windows 11 Field Guide update App pick of the week: Stardock DesktopGPT App pick of the week #2: Quick Share Cocktail of the week: Salmoncito Ingredients 1 oz. tonic water, plus more for topping 1½ oz. London dry gin ¼ oz. Campari ¼ oz. fresh grapefruit juice Grapefruit twist and grapefruit supreme (for serving) Preparation Fill a highball glass with ice. Add 1 oz. tonic water, then pour in 1½ oz. London dry gin, ¼ oz. Campari, and ¼ oz. fresh grapefruit juice. Top off with more tonic water and stir gently with a bar spoon. Express oil of a grapefruit twist over cocktail and discard. Garnish with a grapefruit supreme. Hosts: Leo Laporte and Paul Thurrott Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsors: uscloud.com veeam.com
¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, las elecciones de EEUU, el mercado de empleo y la junta de la Reserva Federal. Nos dan los reportes de ingreso de Palantir, Novo Nordisk, CVS, Super Micro Computer, Zillow, Qualcomm y Arm Holdings. Después hablan del reajuste del portafolio de Warren Buffett, los cambios en Comcast y la ultima víctima de Hindenburg. Finalmente nos dan el análisis de crypto. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros
Send us a texthttps://youtu.be/Mug-Mme1yloTry VectorVest Risk-Free ➥➥➥ https://www.vectorvest.com/YTWelcome to the VectorVest Channel! With an interest rate cut cycle in effect and small caps benefiting. Tonight we will break down 10 small-cap semiconductor companies to see if opportunities are presenting themselves. As well we will breakdown ARM Holdings and QCOM since they just reported earnings yesterday. Enjoy this fantastic presentation! Use this link for a FREE Stock Analysis Report ➥➥➥ vectorvest.com/YTFSA
Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending gains from Wednesday's historic rally, which saw the Dow surge by more than 1,500 points – and the S&P 500 achieve its best post-election day performance ever. The anchors also reacted to chip sector earnings from Qualcomm and Arm Holdings. Also in focus: Tech CEOs congratulate President-elect Trump and prepare to deal with his upcoming administration, why BofA raised its price target on Tesla,Elon Musk features David in an X (formerly Twitter) post, quarterly results send shares of Warner Bros. Discovery, Under Armour and Zillow soaring. Squawk on the Street Disclaimer
US Presidential Election results are indicative of a Trump victory and Republicans taking the Senate; House is too close to call.US futures have ripped higher, while European futures have been hit given the potential EZ growth implications.DXY is currently up 1.5% and has seen its largest jump since March 2020; EUR, JPY and antipodeans are suffering.In the fixed income space, US yields are higher across the curve with the curve bear-steepening.Bitcoin is up over 8% after surging to a record high, crude has been hit by the stronger USD.Looking ahead, highlights include German Industrial Orders, EZ PMIs (Final), NBP Policy Announcement, US Election Results, ECB President Lagarde, de Guindos & BoC's Rogers, Supply from Germany & US.Earnings from Pandora, Novo Nordisk, Banco BPM, Bper Banca, Enel, Poste Italiane, Snam, Vonovia, Commerzbank, Fresenius, Henkel, Puma, Siemens Healthineers, BMW, GEA Group, Evonik Industries, Eurazeo, Arkema, Teleperformance, Credit Agricole, Wise, Persimmon, Marks and Spencer, Beazley, Williams Companies Inc, CVS Health Corp, Gilead Sciences Inc, Sempra, Qualcomm Inc, Johnson Controls International & Arm Holdings.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US Presidential Election results are indicative of a Trump victory and Republicans taking the Senate; House is too close to call.Equities soar with clear outperformance in the RTY with Trump poised to win the US election; Novo Nordisk +7.1% benefits after posting strong Q3 Wegovy sales.Dollar flies higher, DXY topped 105.00, before paring back to a current 104.90; EUR & JPY the clear underperformers amongst the G10s.USTs pressured and Bunds bolstered by the Trump Trade; US curve markedly steeper, attention on the House result to see if this continuesA soft session for the crude complex, pressured by the firmer Dollar and Trump's known stance on US drilling/supply; XAU softer, base metals dented but awaiting China stimulus detailsLooking ahead, NBP Policy Announcement, US Election Results, Comments from ECB President Lagarde, de Guindos & BoC's Rogers, Supply from the US, Earnings from Williams Companies Inc, CVS Health Corp, Gilead Sciences Inc, Sempra, Qualcomm Inc, Johnson Controls International & Arm Holdings.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
En este episodio, analizamos las caídas significativas en las acciones de $QCOM, McDonald's $MCD y Starbucks $SBUX, a raíz de desafíos legales y preocupaciones de salud pública. Discutiremos cómo la cancelación de un acuerdo clave de licencia por parte de Arm Holdings ha intensificado las tensiones con Qualcomm y sus implicaciones en el mercado de chips. T ambién exploraremos el impacto del brote de E. coli en McDonald's y los decepcionantes resultados de Starbucks, que han llevado a una revisión de sus proyecciones financieras. Por otro lado, abordaremos el ascenso de Spirit Airlines $SAVE tras rumores de fusión con Frontier Group $ULCC, y la reciente adquisición de Bridge Network por parte de Stripe por $1.1 billones, un movimiento que resalta la creciente importancia de las stablecoins en el ecosistema cripto. Además, discutiremos las tendencias emergentes en el mercado, desde el apoyo a la legalización de la marihuana recreativa hasta los nuevos ETFs lanzados por BlackRock $BLK. ¡Únete a nosotros para una discusión profunda sobre estos temas candentes!
With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss: OpenAI's latest fundraising round. “Happiness for everyone” as an investment philosophy. The illusion – and reality – of power. Help Motley Fool Money win Signal's Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY Host: Ricky Mulvey Guest: Alok Sama Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Jim Cramer and David Faber explored the market landscape ahead of Wednesday's key Fed decision, as Wall Street debates the depth of a rate cut. The Dow hits a new all-time high as the S&P 500 aims for its own record milestone. Chips in the spotlight: Intel jumps on its foundry business strategy and agreement to produce AI chips for Amazon's AWS. The anchors reacted to what the CEOs of Broadcom and Arm Holdings told Jim Monday night on "Mad Money." Also in focus: Retail sales' positive surprise, Microsoft's dividend hike and new share buyback of up to $60 billion, Amazon's new return-to-office mandate, Oracle Chairman Larry Ellison surpassed Jeff Bezos as the world's second richest man, Cramer highlights a stock he says is a "rate cut winner" Squawk on the Street Disclaimer
S&P futures are indicating a higher open today, up +0.61%. Asian equities were under pressure, with Hong Kong recording the greatest losses in the region. European equities are broadly firmer in early trades. In today's highlight, China's August consumer inflation rose by 0.6% y/y, slightly below the expected 0.7%. Food prices, particularly fresh vegetables and pork, significantly contributed to the rise. Notable declines were in airfares and hotel prices. YTD inflation remains at 0.2%, below the government's 3% target. Core inflation fell to 0.3%, its lowest in nearly 3.5 years. PPI declined by 1.8% y/y, marking the steepest drop since April and the 23rd consecutive month of deflation, due to weak demand and falling global commodity prices.Companies Mentioned: Vista Outdoor, Alphabet, Arm Holdings, News Corp, Tesla
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