Podcasts about Arm Holdings

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über den Absturz von Super ‌Micro Computer, das Dilemma von Oracle und Übernahmefantasie bei Hugo Boss. Außerdem geht es um Qualcomm, Arm Holdings, Broadcom, Advanced Micro Devices (AMD), Micron Technology, Marvell Technology, Tesla, Frasers Group, Fielmann, BMW, Mercedes-Benz Group, Volkswagen, Allianz, Deutsche Telekom, Siemens, Adobe, Galatasaray, Aarhus GF, FC Porto, Celtic FC, Manchester United, Juventus FC, Fenerbahçe SK, Borussia Dortmund, SS Lazio, Trabzonspor, Adidas, Puma, Nike, Hyundai Motor, Heineken, TUI, Sagax, B&M European Value Retail, Cranswick, SalMar, Fresnillo, Drax Group, Bakkafrost, Man Group, Zealand Pharma, flatexDEGIRO, Nemetschek, Mycronic, Bavarian Nordic, JD Sports Fashion und CTS Eventim. Hört „WELTMeister“ mit diesem Link bei Spotify: open.spotify.com/show/7CX3rSNRL11YEnW7IzkWIS Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den dollen Dow Jones, IPO-Vorfreude bei Goldman Sachs und den Broadcom-Kater. Außerdem geht es um Morgan Stanley, Citigroup, PNC Financial Services, Blackstone, Lululemon, Nvidia, Marvell Technology, ASML, TSMC, Ciena, AMD, Arm Holdings, Hewlett Packard Enterprise, IBM, Micron Technology, Qualcomm, Western Digital, Vertiv, AT&T, T-Mobile US, Verizon, Qiagen, Fresenius Medical Care, Merck KGaA, Puma, Hochtief, Porsche Automobil Holding, Zalando, Tesla, Deutsche Telekom, UBS, SK Hynix, Nvidia, Taiwan Semiconductor, SK Hynix, Micron Technology, Citigroup, UBS Group, Bank of America, BHP, Glencore, Anglo American, Freeport-McMoRan, South32, First Quantum Minerals, Teck Resources, Ivanhoe Mines, Hudbay Minerals, Capstone Copper, KGHM Polska Miedź, WisdomTree Copper (WKN: A0KRKR), WisdomTree Industrial Metals (WKN: A0KRLD), WisdomTree Long AUD Short EUR (WKN: A1EKYV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Le S&P bat des records. Le Dow bat des records. Le Nasdaq bat des records. Cinq jours de suite. Et pendant ces cinq jours, la majorité des titres ont baissé. Chaque jour. Sans exception. En 145 ans d'histoire boursière américaine — la Grande Dépression, 1987, la bulle internet, Lehman — ce scénario ne s'était jamais produit. Jamais. Dans cette vidéo on décortique ce qui se passe vraiment derrière les chiffres : → Le "breadth paradox" : comment un indice peut battre des records alors que 490 actions sur 500 regardent passer le train → Marvell Technology : +32,5% en une séance parce qu'un homme en veste en cuir a dit trois mots → ARM Holdings à 340 fois les bénéfices — et pourquoi Marvell à 120 fois les bénéfices commence à ressembler à une opportunité value → Alphabet -3,86%, Microsoft -4,17% : l'IA qui punit ses propres champions au profit de ses sous-traitants → Le Japon qui redécouvre ce que c'est d'avoir des taux d'intérêt normaux après 30 ans à zéro → L'Iran qui menace maintenant de fermer un deuxième détroit. En même temps. → Le riz thaïlandais à +20% en un mois. Les Américains avec 1 250 milliards de dettes de carte de crédit. Et Goldman Sachs qui relève ses objectifs. Ce n'est pas 1999. Les boîtes ont de vrais revenus. Mais les valorisations ont déjà intégré quinze ans de croissance parfaite. Et pendant ce temps, le VIX est à 15,70. Comme si tout allait bien.

The Club is taking profits in this semiconductor stock following a parabolic move. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Rekordhoch von Arm Holdings, den spannenden KI-Vorstoß von Spotify und den Kurseinbruch bei Intuit. Außerdem geht es um Walmart, Ralph Lauren, IBM, Workday, Merck, Airbus, Air France-KLM, Munich Re, Swiss Re, Ströer, OHB, Rocket Lab, Viavi Solutions, Vodafone, Ericsson, Microsoft, MACOM, Nvidia, AMD, IonQ, JPMorgan Chase, Deutsche Bank, Scalable Capital, Trade Republic, BBVA, Crédit Agricole, Novo Nordisk. Hört unter diesem Link direkt in die neuen Folgen des Politico-Podcasts rein: https://open.spotify.com/show/7LDG3PPA0NnCbNWbQy45up Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über einen Dämpfer für Hasbro, Rückenwind für die Rüstungsbranche und die RE-IPO-Fantasie bei OHB. Außerdem geht es um Springer Nature, Renk, Rheinmetall, Hensoldt, Infineon, Aixtron, Nvidia, Arm Holdings, Marvell, AMD, Lam Research, ASML, Intel, Target, Analog Devices, KKR, Alphabet, Amazon, Microsoft und Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The AI infrastructure race is escalating fast, and the stakes are now measured in billions of dollars, gigawatts of power, and global regulatory pressure. This week on the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down Google and Blackstone's massive proposed AI cloud partnership, the environmental controversy surrounding Utah's gigantic Stratos AI data center campus, and reports that Arm Holdings is under FTC investigation over its growing influence in the AI chip market. They also discuss mounting concerns over AI-driven cybersecurity risks, Anthropic's aggressive $300 million Stainless acquisition, Elon Musk's latest courtroom loss against OpenAI and Sam Altman, and how AI hyperscale data centers may be permanently reshaping U.S. electricity prices. From semiconductors and cloud computing to energy infrastructure and enterprise AI, this episode explores the growing battle to control the future of artificial intelligence.This and more on the Tech Field Day News Rundown with Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke. Time Stamps: 0:00 - Cold Open0:31 - Welcome to the Tech Field Day Rundown 1:19 - Google & Blackstone Launch $25B AI Venture to Challenge NVIDIA and Fix Data Center Shortage5:15 - Utah's Massive AI Data Center Sparks Environmental Backlash Over Heat and Water Use9:06 - Arm Faces FTC Investigation Over AI Chip Ambitions and Qualcomm Dispute13:00 - Tech Coalitions Urge Federal Action on AI-Driven Cybersecurity Threats16:50 - Anthropic Buys Stainless for $300M in Major Blow to OpenAI, Google, and Meta20:46 - Jury Rejects Elon Musk's Lawsuit Against OpenAI24:58 - Electricity Costs Jump 75% as AI Data Centers Trigger Massive Power Price Surge34:19 - ⁠The Weeks Ahead⁠ 35:39 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Kursexplosion von DataDog, ein Rekordtief an den US-Börsen und einen Dämpfer für McDonald's. Außerdem geht es um Fortinet, Arm Holdings, Coinbase, Tesla, Siemens Healthineers, Vonovia, Nvidia, Rheinmetall, Henkel, 2G Energy, Apple, Amazon, Alphabet und Broadcom. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they've seen enough demand that they are getting into the manufacturing business themselves. On today's show, we break down ARMs decision to add production capacity, how it compared to AMD's results, Doordash's peculiar earnings, and we dig into the mailbag. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - ARM Holdings and Advanced Micro Devices blowout earnings - ARM's ambitious new goal to build its own chips - The bottlenecks to bringing on new chip capacity - Doordash's earnings missing guidance - Mailbag: Why do Starbucks and Dominoes have negative shareholder equity? - Mailbag: How will the SaaSpocalypse affect CRM and WIX? Companies discussed: AMD, ARM, NVDA, GOOG, META, ASML, LCRX, KLAC, DASH, SBUX, DPZ, CRM, WIX Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Anthropic-Deal von Alphabet, märchenhafte Zeiten bei Walt Disney und einen Werkstoff-Konzern, der plötzlich Teil einer großen KI-Allianz ist. Außerdem geht es um AMD, Arm Holdings, Lam Research, Nvidia, Broadcom, SK Hynix, Super Micro Computer, BMW, MTU Aero Engines, Strategy, Kontron, Novo Nordisk, Uber, New York Times Company, Infineon, STMicroelectronics, NXP Semiconductors, ASML, Soitec, Aixtron, BE Semiconductor Industries, X-Fab, Corning, Meta, Microsoft und iShares MSCI Europe Information Technology Sector (WKN: A2QBZ3). https://www.businessinsider.de/gruenderszene/gruenderszene-sucht-die-super-gruender/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Apuntan hoy también al verde Bolsas americanas. En Europa, se opta por tranquila digestión. Los precios del petróleo siguen cayendo ante las esperanzas de un acuerdo de paz entre EEUU e Irán que podría normalizar el suministro de crudo a través del estrecho de Ormuz Se sigue esperando que Teherán responda oficialmente a las propuestas de paz. El imparable repunte de los valores tecnológicos y de inteligencia artificial también ha jugado un papel importante en el impulso de las acciones estadounidenses hacia nuevos máximos. En datos económicos hoy hay más de empleo.Y comentarios desde la Reserva Federal. Hablan, entre otros, Kashkari, Hammack y Williams. Arm Holdings, Snap y Whirlpool son algunos de los valores protagonistas. Lo analizamos todo con Ricardo Tomás, de Multigestión Basalto USA. En Bolsa española, lideran las ganancias en Ibex35 Sabadell, IAG y Aena. Los que más pierden son Rovi, Endesa y Merlin Properties. Hablamos también con María Pisonero, Directora de Robert Walters: La alta rotación y la demanda creciente complican la búsqueda de CFOs en España.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den Absturz von Spotify, den „lächerlichen“ Dämpfer für KI-Aktien und die Laufschuhe von Warren Buffett. Außerdem geht es um Amazon, Meta, Microsoft, Alphabet (Google), SoftBank Group, AMD, Broadcom, Nvidia, Oracle, Arm Holdings, BYD, Coca-Cola, PepsiCo, Keurig Dr Pepper, Booking Holdings, Robinhood Markets, Seagate Technology, Starbucks, T-Mobile US, Visa, Qiagen, Bayer, Salzgitter, Asics, Adidas und Berkshire Hathaway. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über einen kriselnden Pizza-Riesen, den neuen Wunderschuh von Adidas und das dubiose Insider-Trading in den USA. Außerdem geht es um Veradermics, Domino's Pizza, Yum! Brands, Arm Holdings, Intel, Micron, Nvidia, Joby Aviation, Deutsche Börse, Nordex, Qualcomm, Apple, Microsoft, Amazon, Qiagen, Hapag-Lloyd, Intercontinental Exchange, Tradeweb, CME Group, Robinhood, Coinbase und Nike. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

David Faber and Jim Cramer discussed what to make of Intel shares soaring and leading a big semiconductor sector rally on Wall Street. The chipmaker posted blowout quarterly results and issued upbeat guidance, driven by the AI boom. Hear what Intel CEO Lip-Bu Tan said on the company's earnings call about the road ahead -- and Elon Musk. Shares of AMD, Arm Holdings and Qualcomm also up double-digits during the session — and Taiwan Semiconductor hit a fresh all-time high on regulatory news. Also in focus: Procter & Gamble beats the street but faces headwinds due to the Middle East conflict, Oracle's AI debt, Meta and Nike Layoffs, Musk says Tesla Cybercab production is underway. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says this chipmaker giant's products will see strong demand for many years. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über schlechte Zeiten für Porschianer, das neue Machtbarometer der globalen Autoindustrie und den wahren Schwellenländer-ETF. Außerdem geht es um ServiceNow, IBM, SAP, Texas Instruments, Intel, Arm Holdings, Nvidia, Siemens Energy, Porsche, Blackstone, Lockheed Martin, American Express, Nike, Meta, Volkswagen, BMW, Mercedes-Benz Group, BYD, Geely, Nio, Zeekr, Samsung, SK Hynix, WisdomTree True Emerging Markets ETF (WKN: A41U4P) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Cramer says the Club's newest holding could benefit from a strong relationship with Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ARM Holdings just made history. For 35 years, ARM was a licensing company — selling IP blueprints to Apple, Nvidia, and Qualcomm. Now they're designing and selling their OWN chips.The ARM AGI CPU is their first-ever production silicon, built specifically for AI inference in data centers — and it's already got Meta, OpenAI, and Cloudflare as customers.In this episode, we break down:What the ARM AGI CPU actually is and why it mattersHow it stacks up against Intel Xeon and AMD EPYC VeniceWhy ARM claims 2x performance per rack vs x86The SoftBank problem — and why we're still not buying ARM stockWhat this means for the CPU shortage in AI data centersCo-designed with Meta, manufactured by TSMC on a 3nm process, and backed by 50+ ecosystem partners — this is a fundamental shift in ARM's business model and a direct shot at x86.Want deeper semiconductor data and financial analysis?Semiconductor Insider: chipstockinvestor.com/pricingFree Weekly Newsletter: mailchi.mp/b1228c12f284/sign-up-landing-page-short-formFiscal.ai 15% discount: fiscal.ai/csiContent is for general information and entertainment only — not individual investment advice. All investing involves risk.

As Arm Holdings (ARM) maneuvers into silicon production and CPU development, EVP and CFO Jason Child explains why agentic AI offers enough demand for Arm to enter the chipmaking race. He believes the company's specialization in building specific parts of CPUs, to crating the entire chip, gives Arm customization opportunities some competitors don't have. "There's nobody like us," Jason says, showing strong conviction in the company's $15 billion revenue guidance through 2031. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den besten Börsentag seit Monaten, den Mynaric-Deal von Rocket Lab und den Stellenabbau bei Oracle. Außerdem geht es um Volkswagen, Tesla, Apple, Amazon, Meta, Arm Holdings, Berkshire Hathaway, Unilever, McCormick, Mercedes-Benz, Lufthansa, Redcare Pharmacy, Energiekontor, Südzucker, Electrovac, Deutsche Telekom, Rocket Lab, Rheinmetall, Booking Holdings, Chewy, Hasbro, Wayfair, Citigroup, Mastercard, State Street, Zions Bancorporation, Johnson Controls, Trane Technologies, Rockwell Automation, SPDR MSCI World Consumer Discretionary (WKN: A2AGZZ), iShares MSCI World Financials (WKN: A2PHCE) und iShares MSCI World Industrials (WKN: A2PHCL). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über ein üppiges Abschiedsgeschenk bei Vonovia, Übernahmefantasie im Biotech-Sektor und ein Strategiewechsel bei OpenAI. Außerdem geht es um Arm Holdings, AMD, Intel, Nvidia, Sandisk, Micron, Seagate, Alphabet, Merck & Co., Terns Pharmaceuticals, Siemens Energy, Lanxess, Puma, Antas Sports, Jenoptik, BASF und SpaceX. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Global equities rose on Wednesday as hopes of a path to peace in the Middle East and lower oil prices lifted sentiment. The MSCI World Index gained nearly 1%, its best performance since 9 February, and bond yields eased sharply. Beneath the positive market tone, economic surveys from Switzerland and Germany pointed to weakening confidence. Company news was mixed: Arm Holdings rallied on progress in AI hardware, while Meta and YouTube lost a landmark social‑media addiction case. In Asia, sentiment reversed as oil rebounded and memory stocks weakened after Google flagged an LLM compression method that could cut memory use. Carsten Menke, Head of Next Generation Research, notes that aluminium prices have fallen back after an initial spike following the outbreak of the Iran war, despite the region's central role in the market.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:25) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:45) - Aluminium: Carsten Menke, Head of Next Generation Research (10:05) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Jim Cramer and Scott Wapner explored stocks rising and crude oil prices falling on a report stating Iran has received a 15-point plan from the U.S. to end the war. An Iranian state news agency said Tehran has rejected a ceasefire. The anchors discussed Jim's "Mad Money" interview with OpenAI CFO Sara Friar: She told Cramer the company has raised additional money to bring its funding round past $120 billion — and explained why the AI startup is shutting down its Sora video app. Also in focus: Memory chip stocks under pressure as Micron shares extend their post-earnings losing streak, JPMorgan Chase CEO Jamie Dimon on AI and jobs, Arm Holdings soars on plans to build its own chips, mega-tech playbook, Robinhood jumps on stock buyback plan.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

En el episodio de hoy de VG Daily, Andre Dos Santos y Valentina Orduz abren con  la guerra en Irán que sigue siendo el eje central de todo lo que se mueve como las tasas, commodities, flujos de capital y valuaciones tecnológicas. El episodio arranca con la actualización del conflicto en Irán, las negociaciones de los últimos días, las señales contradictorias entre Washington y Teherán, y por qué el petróleo es el termómetro. De ahí, Valentina y Andre analizan el comportamiento de tres activos que cuentan historias muy distintas sobre el momento macro como el rendimiento del bono del Tesoro a diez años, el oro en su peor caída en más de una década desde su máximo histórico, y el sector de software que acumula una destrucción de valor en el primer trimestre que no se veía desde la crisis financiera global. En el bloque corporativo, los hosts cierran con tres historias que redefinen cómo se construye la infraestructura de inteligencia artificial, ARM Holdings lanzó su primer chip propio en décadas con Meta como socio estratégico, marcando un quiebre histórico en su modelo de negocio; OpenAI expandió su ronda de financiamiento a más de ciento veinte mil millones de dólares con un grupo de inversores que incluye nombres de capital de riesgo, y Anthropic respondió con una expansión de capacidades agénticas en Claude Cowork que permite a los usuarios delegar tareas completas desde el teléfono mientras el computador las ejecuta en segundo plano.

A $375M verdict, oil profits on steroids, and AI winners splitting from losers - markets are sending sharp signals. Asia-Pacific markets take their cue from Wall Street’s wobble as geopolitics and valuations collide, hosted by Michelle Martin with Ryan Huang. From Meta’s landmark legal setback to TotalEnergies flagging unprecedented refining margins, policy and profit cycles are colliding. In tech, Arm Holdings surges on AI optimism while Micron Technology slides despite strong earnings - a divergence investors can’t ignore. Meanwhile, governance questions deepen at Grab Holdings, even as U.S. equities start to look “cheap” again. Singapore’s Straits Times Index edges higher, with DFI Retail Group and Jardine Matheson leading, while Wilmar International lags. And in the Last Word - Apple bets big on an AI-powered Siri reboot.See omnystudio.com/listener for privacy information.

Episod 191 Keluar Sekejap membincangkan dakwaan terhadap keluarga Almarhum Tun Daim yang dikaitkan dengan komplot bersama kelompok Zionis dalam usaha menggulingkan kerajaan. Turut dibincangkan ialah tindakan SPRM yang sedang mengesan bekas pegawai kepada Rafizi Ramli, James Chai, bagi membantu siasatan berhubung dakwaan penyelewengan dana RM1.1 bilion melibatkan syarikat semikonduktor British, Arm Holdings.Episod ini juga mengulas kenyataan Presiden UMNO yang membuka pintu kepada bekas ahli parti yang pernah dipecat atau digantung keahlian, serta individu yang ingin kembali bersama dalam perjuangan UMNO.Selain itu, KS turut menyentuh beberapa isu sensitif berkaitan 3R yang hangat diperdebatkan kebelakangan ini, termasuk polemik rumah ibadat tanpa kebenaran serta kontroversi insiden pijak al-Quran.Di peringkat antarabangsa, Keluar Sekejap turut meneliti perkembangan konflik antara Amerika Syarikat dan Iran, serta kemungkinan implikasinya terhadap ekonomi dan kepentingan Malaysia.Ingin jenama anda dikenali oleh ribuan pendengar?Taja episod Keluar Sekejap 2026!Hubungi +6011-1919 1783 atau emel commercial@ksmedia.my

En Capital Intereconomía seguimos en directo la apertura del Ibex 35 y de las principales bolsas europeas en una jornada marcada por la tensión geopolítica y los resultados empresariales. El análisis de mercados corrió a cargo de Javier Cabrera, analista de XTB, quien repasó el fuerte avance de Repsol tras incrementar un 8 % sus beneficios y anunciar un dividendo por encima del euro, en un contexto de subida del petróleo ante el temor a un posible ataque de Estados Unidos a Irán. También se analizó el comportamiento del sector defensa, con el foco en la creciente competencia entre Europa y Estados Unidos. Durante el programa se abordó además el fuerte impacto en Renault, que registró pérdidas de 10.900 millones de euros en 2025 tras su salida de Nissan, así como los movimientos corporativos en Arm Holdings, después de que Nestlé y Nvidia redujeran su participación en la compañía. La sesión se completó con el consultorio de bolsa de José María Lerma, analista independiente, que resolvió las dudas de los oyentes y ofreció recomendaciones sobre valores y estrategias en el actual entorno de mercado.

APAC stocks were mostly lower following the continued tech selling stateside and flip-flopping regarding US-Iran talks, while commodities were pressured overnight with silver prices dropping by a double-digit percentage.Earnings saw Alphabet shares fall 2.0%, ARM Holdings slip 8.6%, and Qualcomm slump 10.3% after market.US President Trump said not much doubt that interest rates will be lowered and thinks that Warsh wants to cut rates anyway.US BLS rescheduled the January employment report for Feb. 11th, while it rescheduled December job openings and labour turnover report for February 5th, and rescheduled January CPI to February 13th.Looking ahead, highlights include German Factory Orders (Dec), EZ Retail Sales (Dec), US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock. Supply from Spain & France.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna, Linde, Shell, Unilever & UniCredit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über weitere Hiobsbotschaften für Tesla, gewinnende Chip-Aktien und eine verdächtige Wette bei Polymarket. Außerdem geht es um BYD, Salzgitter, Thyssenkrupp, Aurubis, Valero Energy, Phillips 66, Chevron, ExxonMobil, SAP, Salesforce, ServiceNow, Micron Technology, ASML, Lam Research, Arm Holdings, Nvidia, Siemens, AMD, Aeon, Fast Retailing, Seven & i Holdings, Amundi ETF MSCI EM Latin America (WKN: A2H58P), IBM, Cisco Systems, McDonald's, Nike, UnitedHealth Group, Home Depot, Verizon, Merck & Co., Coca-Cola, Procter & Gamble, Amgen, Johnson & Johnson, Flutter Entertainment und Heineken. 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. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über die Oracle-Panik – reloaded, Medlines Mega-Börsendebüt und Rheinmetalls neue Fokussierung. Außerdem geht es um iShares Core MSCI World ETF (WKN: A0RPWH), Oracle, Broadcom, Alphabet, Nvidia, Amazon, Micron, SK Hynix, Samsung, Bitcoin, Ethereum, Rivian, Uber Technologies, Lineage, Arm Holdings, CATL, Continental, Aumovio, Helsing, LVMH, Stellantis, Ferrari, Juventus Turin und Philips. Gestern haben wir vom iShares MSCI World Climate Transition Aware ETF mit der WKN: A406QC gesprochen. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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. +++ 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

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors await job cuts data and scrutinize results from Qualcomm, Arm Holdings, and DoorDash. Stocks bounced yesterday as the Supreme Court heard tariff arguments. Chips gained.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-1125) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über den Bloom-Energy-Boom, das Broadcom-Abkommen und den patriotischen Plan von JP Morgan. Außerdem geht es um Siemens Energy, Brookfield Asset Management, Nvidia, ARM Holdings, ON Semiconductor, Microchip Technology, Micron Technology, D-Wave Quantum, Rigetti, IONQ, Quantum Computing, Ceconomy, Medios, Xtrackers MSCI Nordic ETF (WKN: A1T791), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), iShares Physical Silver ETC (WKN: A1KWPR), WisdomTree Physical Silver (WKN: A0N6XJ), Xtrackers Physical Silver EUR Hedged ETC (WKN: A1EK0J), Global X Silver Miners (WKN: A3DC8R), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0AN) und Amundi Smart Overnight Return (WKN: LYX0WM) Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über einen Lacke-Deal, Ernüchterung bei Brenntag, Kursfantasie in Korea und die Werte, die ein Platzen der KI-Blase gut verkraften würden. Außerdem geht es um Carlyle, Stellantis, Samsung Electronics, SK Hynix, Synopsis, Mosaic, Teradyne, ARM Holdings, ON Semiconductor, Nvidia, Amazon, Tesla, ASML, Infineon Technologies, Rheinmetall, Robert Half, Roku, Zillow Group, Xtrackers S&P 500 Inverse Daily Swap (WKN: DBX1AC) und WisdomTree Nasdaq 100 3x Daily Short (WKN: A3GL7D) Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Windows 11 version 25H2 is here, but blink and you might miss the difference from last year! Also, Microsoft just hiked Xbox Game Pass Ultimate to $30/month and is leaving gamers everywhere weighing their subscriptions—and their loyalty. 25H2 is here?! Microsoft announced that 25H2 is GA! But where is it? And what is it? Microsoft has a list of "new" features More Windows 11 Microsoft delivers the 24H2 Week D update in Week E No, it's not the preview version of 25H2 for some reason But it is a massive update. And it is essentially 25H2 Pavan Davuluri was promoted to president and his first change was to bring Windows engineering back in-house and out of Azure Dev and Beta: Minor changes to File Explorer, Quick settings, Get Started Photos app is getting AI-based categories Windows 10 Extended Security Updates to be free-free in the EU Snapdragon X2 It's real and it's really better than almost anything out there. The bad news: Not until next year Hardware prototypes point the way for device makers Arm is the epiphany we need for everything to just work Also, apparently Qualcomm still makes phone chips Qualcomm declares "total litigation victory" against Arm Holdings. More like Harm Holdings, ammmi right? AI Microsoft CEO Satya Nadella steps aside to focus on engineering Microsoft enters a new era for Copilot/AI "More Copilot" is the new "more cowbell" Microsoft 365 Premium is the AI-powered subscription you were looking for, Copilot Pro is out This maps neatly to the three app structure model and to Paul's "I will not pay for AI" thing Tied to this, Microsoft also announced inside app vibe working updates across Office apps Is this also tied to low uptick on paid AI? Report claims just 8 million seats for Microsoft 365 Copilot Stevie Bathiche came to Hawaii to talk about the importance of NPUs and on-device AI "Directive AI, 80 TOPS NPUs enable concurrent AI, AI agents are the "outside app" structure, Orchestration is evolving Copilot users can talk to a cartoon now Xbox and gaming Major revamp to Xbox Game Pass with some good and some bad Xbox Cloud Gaming is out of beta after what feels like 17 years, now on all Game Pass tiers Game Pass Ultimate gets big price hike but also some improvements Game Pass Premium replaces Standard Game Pass Essential replaces Core Amazon Luna got a big update too You can preorder a ROG Xbox Ally Gaming handheld now And Microsoft announces how it will handle compatibility Costco drops Xbox consoles Flight Simulator 2024 is coming to P5 in 2025 EA goes private for $55 billion Tips and picks Tip of the week: Videogames are getting expensive App pick of the week: Proton Mail RunAs Radio this week: HaveIBeenPwned with Troy Hunt Brown liquor pick of the week: Compass Box Vellichor Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell 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 Sponsors: 1password.com/windowsweekly zapier.com/windows

Carl Quintanilla, Jim Cramer and David Faber drilled down on the AI trade cooling off as the S&P 500 snapped a 3-day win streak. Micron CEO Sanjay Mehrotra joined the program exclusively to discuss better-than-expected quarterly results and guidance driven by AI demand. Arm Holdings CEO Rene Haas appeared on the show and spoke about the chip designer's role in the Stargate partnership with OpenAI, Nvidia, SoftBank, Oracle and other companies — the project announcing plans to open five new data centers. Also in focus: Fed Chair Powell on stocks, Jimmy Kimmel back on the air at ABC. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Tauziehen bei SAP, Kursgewinne bei Zara, einen Einbruch bei Primark und die Tierfutter-Ernüchterung. Außerdem geht es um Broadcom, Arm Holdings, Constellation Energy, Nvidia, Synopsys, Cadence Design Systems, Chewy, Alstom, Novo Nordisk, Inidtex, AB Foods, Microsoft, Amazon, Meta, Alphabet, Iren, Nebius, Coreweave, Service Now, Alibaba, WisdomTree Cloud Computing ETF (WKN: A2PQVE), First Trust Cloud Computing ETF (WKN: A2N9EF), Global X Cloud Computing  ETF (WKN: A2QPBV), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Affirm. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die Verlierer des Sommers, neue Labubu-Rekorde und den tiefen Fall einer Biotech-Größe. Außerdem geht es um Rheinmetall, Siemens Energy, E.on, Porsche, Zalando, Hensoldt, Renk, Leonardo, Saab, WisdomTree Europe Defence ETF (WKN: A40Y9K), HelloFresh, Delivery Hero, Palantir, Arm Holdings, Oracle, Broadcom, Nvidia, Palo Alto Networks, Intel, Home Depot, Xiaomi, Pop Mart, CoinDesk Market Index, Vaneck Crypto and Blockchain Innovators ETF (WKN: A2QQ8F), Bitcoin, Ethereum, Viking Therapeutics, Nintendo, Take-Two Interactive, Roblox, Electronic Arts, Bandai Namco, Tencent, Marketvector Global Video Gaming & eSports ESG Index (WKN: A2PLDF), Bigbear AI, Recursion Pharmaceuticals, Plug Power, Opendoor Technologies, Mara Holdings, Cleanspark, Kohls, Tempus AI, Hims & Hers Health, Lucid, Lemonade, Oscar Health, Crispr Therapeutics, Celestica, Credo Technology, Thalen Energy, GE Vernova, Seaget, Primoris Services, Uranium Energy, Nextera Energy, Alphabet, Western Digital, Amphenol, Apple, Arista Networks, HP Enterprise, Kyivstar. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit 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. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

It's one of the biggest travel companies on the planet and one of the top 20 companies on the Nasdaq, with a value of more than £130 billion, making it bigger than FTSE-listed companies like Unilever and Arm Holdings. Will Bain talks to Booking's chief executive, Glenn Fogel, about how AI is disrupting the jobs market, overtourism, and whether hotels are fighting back against short-term lets.Two new reports on the property market paint a gloomy picture for first-time buyers, mortgage-holders and renters - is the divide growing?Plus, the average age of cars on UK roads has reached a record high of nearly 10 years - we hear from a used car salesman about how drivers' habits are changing.

David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. Squawk on the Street Disclaimer

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

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

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

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

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.