Podcasts about asml

We've discussed how essential semiconductors are in our increasingly technological world, so here's an update on ASML's new High-NA EUV lithography machines.Join the Patreon here: https://www.patreon.com/PeterZeihanFull Newsletter: https://bit.ly/3WHTHUB

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über wacklige KI-Börsen, den neuen Plan für Siemens Healthineers und was diese Woche sonst noch wichtig wird. Außerdem geht es um Palantir, Nvidia, Meta, Microsoft, ASML, SAP, Infineon, Volkswagen, Siemens, Altair, Rumble, Northern Data, Merck & Co., Amgen, Regeneron Pharmaceuticals, Sanofi, AstraZeneca, Novo Nordisk, Eli Lilly, Robinhood und Walmart. 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

En el Consultorio de Bolsa de Capital Intereconomía, Javier Alfayate, gestor de Fondos ofrece su visión del momento que viven los mercados. Explica que el mercado corrige ligeramente después de una racha excepcional durante el año, y que el Ibex 35 se mantiene gracias al impulso del sector bancario. Subraya que su estrategia pasa por “surfear el movimiento estando en lo que funciona”. Alfayate comenta también la fuerte caída de IAG, que pierde más de un 7%, aunque mantiene una lectura positiva del valor. Señala que la tendencia alcista sigue vigente y que no se rompe hasta perforar un soporte o una media. Añade que la acción se encuentra ligeramente por encima de su media, lo que interpreta como una oportunidad de compra, recordando que “los valores se compran cuando se da el apoyo en la media o cuando se supera al alza una resistencia”. En cuanto a ASML Holdings y Tesla, Alfayate considera que ambas presentan buenos gráficos. “ASML tiene un aspecto muy interesante, yo mantendría”, apunta. Sobre Tesla, destaca que se encuentra cerca de máximos y también opta por mantener posiciones, aunque bromea diciendo que “quizá General Motors o Ford sean más interesantes; no tienen CEO más molones, pero el gráfico es más molón”.

Waaron zijn analisten en experts zoveel pessimistischer over de beleggingsvooruitzichten dan particuliere beleggers? En wie hebben er gelijk?In de IEX Beleggerspodcast ontvangt gastheer Pieter Kort beursexpert Corné van Zeijl en IEX-analist Martin Crum, en gaat op zoek naar het antwoord op deze en andere beleggingskwesties. In deze aflevering:De kleine buy-the-dip-belegger snapt de huidige markt soms beter dan de professionalsDe favoriete aandelen van de pro's en van het brede publiek   De fabelachtige rendementen van congreslid Nancy PelosiHoe komt OpenAI aan zijn investeringsgeld?Luisteraarsvraag: wat zou ASML waard zijn als het een Amerikaans bedrijf was?Aandelen: Amazon, Philips, KPN, Wolters Kluwer, Pharming, Heineken en AB InbevETF's: Welke ETF zou je nu kopen om een jaar op de plank te leggen?

Apple prepara un MacBook económico. Nuevo portátil para competir con Chromebooks y captar el mercado educativo, usando chip propio y pantalla LCD para ofrecer precio bajo. TSMC recibe litografía High-NA: La nueva tecnología de ASML permitirá fabricar chips mucho más pequeños y potentes, acelerando la carrera global de semiconductores. https://seoxan.es/crear_pedido_hosting Codigo Cupon "APPLE" PATROCINADO POR SEOXAN Optimización SEO profesional para tu negocio https://seoxan.es https://uptime.urtix.es //Enlaces https://elchapuzasinformatico.com/2025/11/samsung-exynos-2600-rendimiento-m5/ https://www.hardwarepremium.com/noticias/30274/macbook-economico-apple-chromebooks/ https://www.asml.com/en/products/euv-lithography-systems https://www.youtube.com/watch?v=1VX3jNJmbcI https://tweakers.net/nieuws/237196/na-tien-jaar-ontwikkelen-zijn-asmls-high-na-euv-machines-klaar-voor-de-praktijk.html PARTICIPA EN DIRECTO Deja tu opinión en los comentarios, haz preguntas y sé parte de la charla más importante sobre el futuro del iPad y del ecosistema Apple. ¡Tu voz cuenta! ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA qué mejora del iPad Pro M5 te parece más relevante COMPARTE con tus amigos applelianos SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO #macbook #económico #apple #chromebook #portátil #barato #educación #chip #tsmc #asml #litografía #highna #tecnología #semiconductores #industria #guerra #chips #podcast #análisis #debate #futuro #InnovaciónTecnológica etiquetas: macbook, económico, apple, chromebook, portátil, barato, educación, chip, tsmc, asml, litografía, high-na, tecnología, semiconductores, industria, guerra, chips, podcast, análisis, debate, futuro, innovación

El directo de atlCapital analiza los títulos de Inditex, Aena, ASML, Motorola, Indra y ACS, entre otros

Toekomstdenker Yuri van Geest en Ad Verbrugge bespreken de toekomst van kunstmatige intelligentie:de snelle opmars van AI, de strijd tussen Amerika, China en Europa, de dreiging van superintelligentie en de gevolgen voor onze samenleving.Wat staat ons te wachten in dit nieuwe tijdperk van technologie en macht?--

Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating. In this episode, we ask:Are AI stocks dangerously overvalued? What are these "circular deals" between companies like Nvidia, AMD, and OpenAI? Is this AI rally just like the dot-com bubble? Will AI lead to massive job losses, or will it just change what our jobs look like? Where will all the energy come from to power AI? (And what does this mean for nuclear power?) How we're thinking about investing and building a resilient portfolio right now.00:23 Exploring the AI Bubble00:56 Pitching the Premium Plan03:38 Market Crash Expectations06:33 AI's Impact on the Market15:55 Energy and AI: A Symbiotic Relationship22:41 The Future of Jobs in an AI-Driven World26:16 AI's Impact on Employment and Economy27:08 Amazon's AI Evolution with Alexa28:05 AI's Role in Business and Education33:34 AI's Influence on Market and Investments37:10 Future of Top Companies and AI42:06 Investment Strategies Amid AI UncertaintyCompanies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

一間揚言要取代ASML光刻技術、台積電晶圓代工的美國新創，成立四年，獲彼得・泰爾等投資人支持，正摩拳擦掌準備建工廠、拉客戶。它有勝算嗎？ 文：田孟心 製作團隊：李洛梅、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文

It's payday once again, and you know what that means - it's time to put some money into our Stocks and Shares ISAs, and make some investments.If you enjoyed this episode, please leave us a 5 ⭐️ rating & a review. As a smaller podcast, it would really help us to reach more people. Thank you!

Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Buffett verkauft weiter Aktien. Coinbase will Stablecoin-Startup BVNK. Chevron & Exxon wachsen trotz schwachen Ölpreisen. Cloudflare ist KI-Gewinner. Reddit hat 116 Mio. Nutzer. First Solar steigt trotz gesenkter Prognose. AbbVie-Gewinn bricht ein. Fiserv (WKN: 881793) hatte eigentlich das perfekte Business: Hochprofitable Software-Umsätze mit stabilen Kunden (Banken). Aber jetzt ist alles anders. Wir klären auf. Substrate kriegt 100 Millionen. Sind ASML (WKN: A1J4U4) und TSMC (WKN: 909800) in Gefahr? Wir klären auf. Diesen Podcast vom 03.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Oud-ASML-baas Peter Wellink is met open ogen in de val getrapt die VNO-NCW-baas Ingrid Thijssen had opgezet, zegt macro-econoom Arnoud Boot: hij liet zich hypnotiseren door de langspeelplaat van de werkgeversorganisatie: bedrijven hebben het oh zo moeilijk, en staan op het punt uit Nederland te vertrekken. Maar Wennink is door demissionair minister van Economische Zaken Vincent Karremans aangesteld als onafhankelijk expert, om invulling te geven aan het rapport van oud-ECB-baas Mario Draghi. Wennink was voortvarend aan de slag met een rapport, dat een bijdrage zou moeten leveren aan de toekomstbestendigheid van de Nederlandse economie. Maar kennelijk voelde hij zich geroepen om alvast een voorschot te nemen op dat rapport, door verschillende Haagse partijleiders een brief te sturen met zijn bevindingen. De oud-ASML-baas heeft daarmee zijn hand overspeeld, vindt Boot. ‘Wennink heeft niet gezegd dat hij onafhankelijk is aangesteld door Karremans.’ See omnystudio.com/listener for privacy information.

In this clip, Rashad Bilal and Troy Millings, hosts of Market Mondays, dive deep into the current state of chip stocks—highlighting companies like AMD, Nvidia, MU, ASML, TSM, Qualcomm, and Broadcom. They reflect on the explosive growth in the sector, discuss investment strategies, and break down real stories from their community, including how a Market Mondays recommendation led to a massive win on an AMD options trade.Rashad shares his personal options strategy, emphasizing why time and research matter in volatile markets. He walks viewers through the importance of scaling contracts, profit thresholds, and reinvesting in strong companies after pullbacks. The duo also discuss their experience giving exclusive picks to EY University members, describing the hands-on support and access to in-depth monthly calls.The clip features insights from their tour of Nvidia's campus, revealing the rare opportunities and confidence gained from direct conversations with tech executives. Troy and Rashad stress why having access to the right information and community—like EY University's app and regional meetups—can be game-changing for investors.If you're interested in understanding the chip stock landscape, learning practical option trading strategies, and discovering the value of networking with successful investors—this Market Mondays clip is a must-watch!*Key Highlights:*AMD options success story from the Market Mondays communityOption trading strategies: scaling contracts & profit-takingDeep dive into Micron and TSM calls, including strategies for reinvesting profitsImportance of doing research before investing in chip stocksHow exclusive access, monthly calls, and networking drives community valueInsights from inside Nvidia's campus and conversations with industry leadersThe impact of market timing, Federal rate cuts, and the AI boom on chip stocksDon't miss this Market Mondays clip for access, insider knowledge, and actionable tips for building your investment portfolio in today's fast-moving tech market!*Hashtags:* #ChipStocks #AMD #Nvidia #OptionsTrading #Micron #MarketMondays #Investing #StockMarket #EYLU #Broadcom #ASML #TSM #FinancialEducation #AIStocks #CommunityInvestingOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.

Terwijl Nederland wachtte op de exitpolls, zat de échte spanning vandaag op de beursvloer. Beleggers stuwden één bedrijf naar een recordwaarde: Nvidia. De chipmaker tikte als eerste in de geschiedenis een beurswaarde van 5000 miljard dollar aan. Wat kun je eigenlijk met dat bedrag? Rens en Jochem rekenden het uit. Spoiler: je kan de aarde rond met een treintje van de nieuwste Ferrari Testarossa Spiders. Het record van Nvidia komt trouwens niet uit de lucht vallen. De chipgigant profiteert van een spervuur aan deals: van samenwerkingen met Nokia tot een partnership met farmareus Eli Lilly. Zelfs Donald Trump mengde zich in het feestgedruis. Hij is trots dat Nvidia’s snelste chips nu in Arizona gemaakt gaan worden in plaats van in Taiwan. De vraag is natuurlijk wel: hoe lang kan dit groeiverhaal nog doorgaan? Op het Damrak was een glansrol weggelegd voor Adyen. Het betaalbedrijf steeg met 5 procent na sterke kwartaalcijfers. De omzet groeide met 20 procent naar bijna 600 miljoen euro, en door de systemen van Adyen stroomde in drie maanden tijd 350 miljard euro. Bedenk je even: per jaar gaat er meer door de systemen van Adyen dan door de Nederlandse economie. Vooral het onderdeel Unified Commerce, dat online en fysieke betalingen samenbrengt, maakte indruk met 32 procent groei. Ook ASM kwam met cijfers. De chipmachinefabrikant zag het aantal orders uit China dalen, maar hield de vooruitzichten positief. De top van het bedrijf verwacht de komende jaren stevige groei dankzij de vraag naar AI- en geheugenchips. Maar daar moet je wel even op wachten. Pas op de lange termijn belooft ASM cadeautjes voor beleggers: een verdubbeling van omzet en kasstroom richting 2030. En alsof dat nog niet genoeg was, dook er ook een nieuwe uitdager op voor ASML én TSMC: de Amerikaanse start-up Substrate, gesteund door investeerder Peter Thiel. Het bedrijf zegt een compleet nieuwe manier te hebben ontwikkeld om chips te maken. Beter, sneller en goedkoper. Of dat echt zo is, of dat de bollebozen bij ASML hun schouders ophalen, blijft nog even de vraag. Maar de techstrijd is nog lang niet gestreden.See omnystudio.com/listener for privacy information.

Kyle Bergacker thinks volatility is creating a buying opportunity for long-term investors. “This is America: companies adapt,” he says. He comments on the government shutdown and tariffs and whether these are just “headline risk.” If the government shutdown continues for another few weeks, it will start to hit GDP, he notes. He likes Citigroup (C), ASML (ASML) and Keycorp (KEY), and lays out his reasons for each.

ASML: hét Nederlandse bedrijf waar de hele wereld van afhankelijk is. In deze aflevering ontdek je hoe een hightechbedrijf in Veldhoven terechtkwam in het middelpunt van een wereldwijde strijd om chips, macht en technologie. KPN is partner van Ik Weet Je Wachtwoord. Meer weten over hoe jij de digitale weerbaarheid van jouw organisatie en die van je partners versterkt? Ga naar kpn.com/beterwerken en ontdek hoe wij samen bouwen aan een veilig en verbonden Nederland. Learn more about your ad choices. Visit megaphone.fm/adchoices

This special midweek bonus episode of the pod features a conversation with special guest Marc Hijink. Marc is the author of Focus – The ASML Way, which charts the evolution of the Dutch company to its current position as the sole supplier of EUV lithography tools to the global semiconductor manufacturing industry. They start by discussing the book and the profound significance of ASML to the chip sector, before eventually moving on to explore its consequent position at the centre of the tech cold war between the US and China.

Met alle beursaandacht die er de afgelopen jaren naar de Amerikaanse techbedrijven is gevloeid zouden beleggers vergeten dat China ook zijn Mag7 heeft. Danny Reweghs vertelt over de minst gekende daarvan. Daarnaast bespreekt hij de recente resultaten bij chipmachineproducent ASML en luxeconcern LVMH. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Market Turbulence and Geopolitical Tensions: Discussion of recent market volatility triggered by comments from world leaders. The hosts analyze the impact of US-China tensions on rare earth elements and tech industries.   Tech Industry Developments: Oracle's Financial Analyst Day 2025 and AI-focused announcements. Salesforce's Dreamforce event and the future of enterprise software.   Semiconductor Industry Insights: TSMC's strong performance and its implications for the AI and chip markets. Plus, an analysis of ASML's earnings and its role in the semiconductor supply chain.   AI Infrastructure and Cloud Competition: The hosts debate Oracle's potential to challenge major cloud providers in the AI era, spurring a discussion of AI-driven growth in cloud and infrastructure markets.   Economic and Market Trends: Examination of market reactions to geopolitical events and major tech announcements. Pat and Dan speculate on the sustainability of AI-driven growth and potential bubbles.   Industry Events and Announcements: Coverage of multiple tech events, including the Dell Analyst Summit, Oracle World, and Salesforce's Dreamforce. Hosts unpack the key announcements and their potential impact on the tech landscape.   Future of Enterprise Software and AI: Predictions on the consolidation of AI platforms and agents in enterprise software and a discussion on the challenges and opportunities in integrating AI into business processes. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

Het cijferseizoen is van start, en dat wordt de komende dagen nog maar eens duidelijk. Je wordt getrakteerd op een hele reeks aan kwartaalcijfers. Jos Versteeg van InsingerGilissen verheugt zich het meeste op de resultaten van Besi. De chipmachinemaker ziet al jaren juist een dalende lijn in de omzet. Maar met een opeenstapeling van deals in de AI-sector is er hoop voor Besi. En dus is de spanning om te snijden of die deals ook al terug te zien zijn in de nieuwe bestellingen voor de chipmachinemaker. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. See omnystudio.com/listener for privacy information.

In this week's episode of Dividend Talk, we're back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.We start with France's credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI's impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.SEE YOU ON THE INSIDE!!Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOMJoin us :[Facebook]  - ttps://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/[Malmo Meet up] - https://t.co/STgV1nMWKj

OpenAI gründet Expert Council für Well-being und AI nach FTC-Anfrage zu Mental-Health-Problemen. ChatGPT plant Erotik-Modus für verifizierte Erwachsene ab Dezember. Netflix und Spotify starten Podcast-Kooperation mit Bill Simmons. OpenAI erstellt nachträglich 5-Jahres-Businessplan für $1 Billion Ausgaben. Deel erreicht $17 Milliarden Bewertung bei $100 Millionen Monatsumsatz. Microsoft bringt Voice-Control für Windows 11. David Sacks attackiert Anthropic wegen California AI-Regulierung. Uber-Fahrer sollen Digital Tasks für Clickwork erledigen. 50% des Internets besteht aus AI-Slop. Trump plant Arc de Trump zum 250. Unabhängigkeitstag. TSMC zeigt Stagnation bei AI-Chips trotz 41% Umsatzwachstum. Kalifornien launcht $11 Insulin-Programm CalRx. Google AI findet neue Krebs-Hypothese mit Yale. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Getränke-Startups (00:04:13) OpenAI Expert Council für Well-being (00:10:38) ChatGPT Erotik-Modus ab Dezember (00:16:57) Netflix-Spotify Podcast-Deal (00:23:37) OpenAI's nachträglicher Businessplan (00:26:19) Deel $17 Mrd Bewertung (00:28:51) Windows 11 Voice Control (00:32:27) David Sacks vs Anthropic (00:36:27) Uber Digital Tasks für Fahrer (00:41:12) 50% Internet ist AI-Slop (00:43:12) Arc de Trump Monument (00:45:34) TSMC Earnings - AI-Stagnation? (00:51:50) ASML durchwachsene Zahlen (00:52:43) CalRx $11 Insulin-Programm (00:59:07) Google AI Krebs-Durchbruch Shownotes OpenAI bildet Expertenrat zur Stärkung der Sicherheitsmaßnahmen – cnbc.com Sam Altman– x.com Netflix startet Podcasts mit Spotify-Deal – nytimes.com OpenAI plant fünfjährigen Geschäftsplan für $1 Billion Ausgaben – ft.com Deel steigert Bewertung auf 17 Mrd. USD trotz Spionageskandal – on.ft.com Microsoft: Sprachsteuerung und KI-Kontrolle für PCs – theverge.com Anthropics KI-Prinzipien als Ziel des Weißen Hauses – bloomberg.com Uber bietet US-Fahrern die Möglichkeit, durch Aufgaben wie das Hochladen von Menüs Geld zu verdienen. – bloomberg.com Über 50 Prozent des Internets ist jetzt KI-Müll, neue Daten zeigen – futurism.com "Arc de Trump": US-Präsident plant Monument zum 250. Unabhängigkeitstag – zeit.de TSMC hebt Prognose an für KI-„Megatrend“ – bloomberg.com Gouverneur Newsom kündigt erschwingliches CalRx®-Insulin für 11 $ an – gov.ca.gov KI-Modell enthüllt neue Hypothese zur Krebsbekämpfung – x.com

當人生的滋味混在一起時，你才知道「成長」原來這麼複雜。有人在酸裡學會放下，在甜裡找到勇氣，在苦裡堅強，在辣裡重新出發。

CBS EYE ON THE WORLD WITH JOHN BATCHELOR 29224 THE SHOW BEGINS IN THE DOUBTS ABOUT THE ESCALATION OF RHETORIC IN THE UKRAINE WAR,.. FIRST HOUR 9-915 US-Russia Summit in Budapest Amid Ukraine Escalation Fears. Anatol Lieven discusses how US President Trump and Russian President Putin agreed to meet in Budapest to discuss ending the Ukraine conflict following a productive call. The meeting, hosted in Viktor Orbán's Hungary, aims to reduce extreme tensions and avoid direct clashes between Russia and NATO. Discussion points include potential territorial compromise in Donbas and concerns over deploying Tomahawk missiles, which Russia views as a major escalation. 915-930 US-Russia Summit in Budapest Amid Ukraine Escalation Fears. Anatol Lieven discusses how US President Trump and Russian President Putin agreed to meet in Budapest to discuss ending the Ukraine conflict following a productive call. The meeting, hosted in Viktor Orbán's Hungary, aims to reduce extreme tensions and avoid direct clashes between Russia and NATO. Discussion points include potential territorial compromise in Donbas and concerns over deploying Tomahawk missiles, which Russia views as a major escalation. 930-945 China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse engineering nearly impossible. Europe is waking up to the risks; recently, the Dutch government seized China-owned chipmaker Nexperia. China is estimated to be two to three years behind US high-end chip technology and requires access to advanced ASML tools to catch up. 945-1000 Hostage Situation and Political Realities in Gaza Ceasefire. Cliff May explains how the Gaza ceasefire focuses on the return of hostages, with 19 (including two Americans) still unaccounted for. Hamas is suspected of withholding hostages to retain bargaining power and resist relinquishing political control in phase two of the peace plan. Rhetoric about regional forces disarming Hamas is dismissed. May notes that in the Middle East, there are only permanent battles, viewing the current truce as a hudna, allowing jihadists to regroup and rearm. SECOND HOUR 10-1015 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1015-1030 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1030-1045 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. 1045-1100 US Escalates Pressure on Maduro Following Machado's Nobel Prize. Evan Ellis discusses how, following the Nobel Peace Prize awarded to opposition leader María Corina Machado, the US escalated pressure on Venezuela. President Trump authorized CIA operations, coupled with naval deployments and B-52 overflights, to pressure the Maduro regime. The goal is triggering a tipping point where Maduro's inner circle calculates that leaving is preferable to facing US action. Separately, Peru's President Boluarte was ousted due to corruption and the nation's struggle with extreme urban violence and illegal mining. THIRD HOUR 1100-1115 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1115-1130 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1130-1145 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. 1145-1200 Iran's Women-Led Uprising: Origins, Brutality, and Defiance. Nilo Tabrizy discusses how the Iranian women-led uprising, detailed in For the Sun After Long Nights, was triggered by the 2022 murder of Mahsa Amini by the morality police. The slogan "Woman, Life, Freedom" (Zan, Zendegi, Azadi) is the rallying cry. The regime's brutality is severe, suppressing protests through executions. The Islamic Revolutionary Guard Corps (IRGC) acts as an octopus, maintaining control across society. Defiance continues today, demonstrated by women actively ignoring state-mandated dress codes. FOURTH HOUR 12-1215 US Military Pressure Campaigns Maduro Amid Silence from Regional Allies. Mary Anastasia O'Grady explains how Venezuela's illegitimate leader, Maduro, faces escalating pressure from the US, including a Navy flotilla, B-52 flights, and authorized CIA operations. The goal is to compel Maduro and his generals, who profit from transnational crime, to flee. The silence from traditional allies like Russia and China suggests they lack political justification to defend Maduro's record. However, Mexico's president offered no comment regarding Nobel Peace Prize winner María Corina Machado, reflecting leftist sympathies. 1215-1230 Tariffs Harm Consumers, Reduce Hiring, and Cause Customs Backlogs. Veronique De Rugy explains how tariffs are costing American consumers and businesses over 80% of the expense, leading to higher prices and reduced corporate margins. The tariff policy is harming the job market, causing 40% of CEOs to pause hiring and investments. Customs authorities are overwhelmed by the volume of small packages now requiring assessment, causing significant backlogs and lost goods for consumers. Special interests are expanding the tariff application to derivative products, such as peanut butter packaged in metal containers. 1230-1245 Russia Debates Orbit and Costs for Post-ISS Space Station. Anatoly Zak explains how Roscosmos faces a debate over the orbit of its new space station: a low-inclination 51-degree orbit or a more expensive near-polar orbit. The polar orbit offers strategic Arctic observation but increases radiation risk and reduces payload capacity. Economic realities may push Roscosmos toward the cheaper 51-degree orbit, possibly using existing ISS infrastructure, to ensure an operational station for cosmonauts by 2031. 1245-100 AM Russia Debates Orbit and Costs for Post-ISS Space Station. Anatoly Zak explains how Roscosmos faces a debate over the orbit of its new space station: a low-inclination 51-degree orbit or a more expensive near-polar orbit. The polar orbit offers strategic Arctic observation but increases radiation risk and reduces payload capacity. Economic realities may push Roscosmos toward the cheaper 51-degree orbit, possibly using existing ISS infrastructure, to ensure an operational station for cosmonauts by 2031.

China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse engineering nearly impossible. Europe is waking up to the risks; recently, the Dutch government seized China-owned chipmaker Nexperia. China is estimated to be two to three years behind US high-end chip technology and requires access to advanced ASML tools to catch up.

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor's earnings, Google's medical AI, and the “cockroaches” that could be hiding in the market. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - How highly shorted stocks and memes have outperformed the market - TSMC and ASML's earnings - Hidden leverage in the market - Google's new medical AI Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger 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

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de la reanudacion de la guerra comercial entre China y EEUU, del discurso de Jerome Powell y de una posible crisis en el credito privado. Nos da los reportes de ingresos de los bancos, de Domino's Pizza, de Johnson & Johnson, ASML y JB Hunt. Después habla de unas inversiones estrategicas y de una fusion de las madereras. Finalmente da un pequeño crypto update donde habla de la confiscada mas grande en la historia y el error de dedo mas espectacular antes de contestar a unas preguntas de los Emprendeduros. ¡Síguenos en Instagram! Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros Para mas información sobre nuestro fondo visita: https://emprendedurosventures.com/

Odwa Magwentshu from Momentum on RFG's Premier offer, PSG Financial Services's strong results, and gold's historic nine-week winning streak. Mike Brown from ETFsa unpacks his Q3 Exchange Traded Product report. Simon weighs in on Nvidia, TSMC and ASML — do these tech giants have Buffett-style moats?

Wij moesten zelf lachen om de titel, maar als je aandelen Novo Nordisk hebt (of Eli Lilly) dan lach je niet. President Trump vindt namelijk dat de prijzen van afslankmedicatie te hoog is en eist een gigantische prijsverlaging. Waardoor nu vooral de prijs van een aandeel daalt.Deze aflevering hebben we het over de actie van Trump. Wat betekent dit voor de marges van die bedrijven? En is er nog een sector waar Trump zich niet mee bemoeit?Ook gaat het over Nexperia. De week begon met de chipmaker en eindigde er mee. De Nederlandse overheid stelde het bedrijf onder curatele, waarop de Chinese regering een exportverbod instelde. Een beslissing die inmiddels zo'n beetje alle autobouwers op de wereld raken. Hebben we het ook over: De kwartaalcijfers van Basic-Fit. Dat groeit zelf niet, maar het trekt wel meer klanten aan De Europese beurs. De Duitse bondskanselier wil één grote aandelenbeurs De Amerikaanse shutdown, die inmiddels een echte shitdown is Jamie Dimon die naar Europese banken kijkt. Of toch niet? See omnystudio.com/listener for privacy information.

In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain, Aritzia’s surprisingly strong U.S. growth, and ASML’s steady demand for its chip-making machines despite China limits. Plus, Brookfield buying the rest of Oaktree, Tilray still struggling in a value-driven cannabis market, and Pepsi learning that price hikes can’t beat falling volumes. We wrap with why even “moat” brands need to adapt post-pandemic. Tickers of stocks discussed: BLK, ATZ.TO, ASML, BN, BAM, TLRY, PEP Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Beam Radiology - Pain management Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

【謝晨彥分析師Line官方帳號】 https://lin.ee/se5Bh8n 2025.10.17【美銀行股展望樂觀 ASML財報送大禮】#華爾街見聞 謝晨彥分析師 ☆ 美國銀行股財報強勁 銀行股變大飆股！ ☆ 併購、IPO熱潮 投行大佬們看好下半年景氣！ ☆ #ASML 財報報喜！明年機台賣更好！ 馬上加入Line帳號! 獲取更多股票訊息! LINE搜尋ID：@gp520 https://lin.ee/se5Bh8n 也可來電免付費專線洽詢任何疑問! 0800-66-8085 獲取更多股票訊息 #摩爾投顧 #謝晨彥 #分析師 #股怪教授 #股票 #台股 #飆股 #三大法人 #漲停 #選股 #技術分析 #波段 #獲利 #飆股啟航 #大賺 #美債 #華爾街見聞 -- Hosting provided by SoundOn

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Nando Sommerfeldt über AMDs Aufholjagd, das sagenhafte Gold-Ziel der grauen Eminenz und Aufatmen bei ASML. Außerdem geht es um Oracle, Nvidia, Bunge, Morgan Stanley, Bank of America, LMVH, Hermès, Kering, Prada, VanEck S&P Global Mining ETF (WKN: A2JDEJ), VanEck Rare Earth and Strategic Metals ETF (WKN: A3CRL9), JPM US Hedged Equity Laddered Overlay Active ETF (A41D5S) und thes (A41D5R), JPM Nasdaq Hedged Equity Laddered Overlay ETF ausschüttend (WKN: A41D5P) und JPM Nasdaq Hedged Equity Laddered Overlay ETF thesaurierend (WKN: A41D5Q) und iShares US Large Cap Deep Buffer ETF (A4148H) 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

Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpacks insights from their Money and Me survey – how South Africans are earning, spending and saving. Naledzani Mosomane from Standard Bank Group on a thriving informal township economy worth nearly R1 trillion.

PREVIEW HEADLINE: China's Failed Attempt to Reverse Engineer ASML's Top-Tier Fab Machines: Intellectual Property at Risk GUEST NAME: Theresa Fallon (speaking from Brussels) 100-WORD SUMMARY: John Batchelor and Theresa Fallon discussed an anecdote illustrating the risk to intellectual property posed by the People's Republic of China concerning ASML, a critical manufacturer of fab machines necessary for TSMC to create top-of-the-line microchips for AI. Fallon shared that high-level ASML engineers were sent to China to "repair" an older machine the Chinese had acquired before sanctions. The engineers discovered the machine was not broken but had been completely taken apart. The Chinese were attempting to reverse engineer the very advanced machinery but were unable to put it back together again properly. This failure led the Chinese to call in the ASML engineers. The conversation highlights China's efforts to acquire proprietary technology by trying to take apart sophisticated equipment. 1963

ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ASML earnings - The Fed moving markets - How the Fed is stuck between a slowing economy and inflation - How we read earnings reports Companies discussed: ASML (ASML). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren 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

Semiconductor equipment giant ASML expects a "significant" sales decline in China next year, French luxury house LVMH is reporting growth in the most recent quarter, Boston Fed President Susan Collins says she thinks the rising job market puts more interest rate cuts at risk, Apple is preparing to scale up manufacturing outside China, and OpenAI is preparing to launch a less-censored version of ChatGPT for adults. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are setting up for a higher open this morning as optimism builds around earnings, rate cuts, and improving trade sentiment between the U.S. and China. Fed Chair Jerome Powell's dovish comments have reignited expectations for rate cuts at the two remaining Fed meetings this year. Meanwhile, eyes are on the upcoming APEC Summit where Beijing is expected to seek key concessions from Washington. On the earnings front, positive results from ASML, BAC, CFG, and PNC are helping to lift sentiment ahead of tomorrow's lineup from TSM, SCHW, MMC, BK, and TRV. Plus, all eyes turn to this afternoon's release of the Fed's Beige Book for insights into regional economic activity. Tune in to NewsWare's Trade Talk for all the details driving today's markets.

Markets saw volatility during Wednesday's session off comments made by Fed speakers and Treasury Secretary Scott Bessent regarding China. Even during the back-and-forth, the Russell 2000 still tapped record highs. Nvidia (NVDA) got an upgrade and price target hike from HSBC, while the same firm raised its target for AMD Inc. (AMD). ASML Holding (ASML) surged thanks to a strong showing in earnings and guidance despite a miss on revenue. Marley Kayden highlights the biggest stories investors from the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Gold continues to push back bears as it makes record after record, all while markets faced volatility from comments made by Wednesday's Fed speakers. Marley Kayden and Sam Vadas talk about the biggest stories they saw on the session, including major developments in tech like Apple's (AAPL) new products and ASML Holding's (ASML) earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

"If you're bullish on A.I., you're bullish in ASML," says Nick Raich. After ASML Holding (ASML) posted an earnings beat in its latest report, Nick said he's "very pleased" with the company's outlook even though it showed a revenue miss. Ron Westfall adds that the company's monopoly on a tech needed to develop many A.I. chips gives it a distinct advantage in the A.I. race. Both also talk about why markets are not undergoing an "A.I. bubble" and the continuing role Nvidia (NVDA) plays as a tech leader.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

HSBC upgraded Nvidia (NVDA) to buy from hold and raised its price target to $320 from $200 — a new Street high. As Diane King Hall explains, the firm sees significant earnings upside and expansion opportunities for the chipmaking giant. Sticking with the A.I. trade, Diane turns to ASML Holding's (ASML) earnings beat and what it means for global companies tied to the industry. Dollar Tree (DLTR) also saw an earnings rally after upping its guidance.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En este episodio de VG Daily, Eugenio Garibay y Andre Dos Santos analizan el pulso de los mercados, marcado por las declaraciones de Jerome Powell, quien acercó la postura de la Reserva Federal a un tono más neutral, lo que dio aire a las bolsas a media sesión. Sin embargo, el discurso de Donald Trump sobre China volvió a encender las tensiones y llevó a los índices a cerrar a la baja, tras sus comentarios sobre la soya y los aceites de cocina.Luego, abordan el frente corporativo con ASML, destacando el fuerte nivel de pedidos impulsados por la ola de inteligencia artificial, la guía sólida para el cuarto trimestre y las advertencias sobre una posible desaceleración en China hacia 2026. Finalmente, cierran con el sector financiero, donde Bank of America y Morgan Stanley superaron las expectativas gracias a un consumo todavía resistente, el regreso de la actividad en los mercados de capitales y una gestión de patrimonios que mantiene márgenes elevados.

De handelsmæssige stridigheder mellem USA og Kina fylder igen for investorerne, mens regnskabssæsonen tager fart. Friske tal fra amerikanske banker og store europæiske selskaber som LVMH og ASML fylder denne onsdag, hvor Millionærklubben forsøger at tage temperaturen på økonomien og de aktuelle finansmarkeder. Det gør vi sammen med vores faste porteføljeforvalter Michael Friis Jørgensen, der er aktiechef i HC Andersen Capital, og så med dagens fødselar Mikael Olai Milhøj, der er chefstrateg i Sterna Capital Partners.Vært: Adam Geil See omnystudio.com/listener for privacy information.

APAC stocks were mostly higher as expectations for incoming Fed rate cuts helped the region shrug off the mixed lead from Wall St.Fed Chair Powell said downside risks to the US jobs market have risen and rising risks to the job market justified a September interest rate cut.US President Trump announced he is considering terminating business with China regarding cooking oil.European equity futures indicate a firm cash market open with EuroStoxx 50 future up 1.2% after the cash market closed with losses of 0.3% on Tuesday.DXY is softer and now basically flat on the week, AUD is attempting to atone for recent losses, EUR/USD sits on a 1.16 handle.Looking ahead, highlights include EZ Industrial Production (Aug), NY Fed Manufacturing (Oct), Cleveland Fed CPI (Sep), US Military Pay Date, Fed Beige Book, (Suspended Releases: US CPI), BoE's Ramsden & Breeden, ECB's de Guindos, Lane & Lagarde, Fed's Miran, Bostic, Waller & Schmid, RBA's Bullock & Kent, Supply from UK & Germany.Earnings from ASML, Bank of America, Morgan Stanley, Dollar Tree & Progressive.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are in the green; LVMH +14% & ASML +3.6% both gain post-earnings; US equity futures also rise.USD losses extend into a second session, EUR remains underpinned by French optimism.USTs incrementally firmer, OATs gain as traders digest the latest pension reform suspension.XAU breaks USD 4200/oz, crude benchmarks muted amid heightened trade tensions.Looking ahead, highlights include NY Fed Manufacturing (Oct), Cleveland Fed CPI (Sep), US Military Pay Date, Fed Beige Book, (Suspended Releases: US CPI), BoE's Breeden, ECB's Lane & Lagarde, Fed's Miran, Bostic, Waller & Schmid, RBA's Bullock & Kent.Earnings from Bank of America, Morgan Stanley, Dollar Tree & Progressive.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week on the Trading Justice Podcast, Mark and Matt break down one of the wildest market days in recent memory. A surprise tariff headline sent shock waves through stocks and crypto, creating a historic intraday liquidation. Matt unpacks what happened technically, why Friday's move matters, and how volatility damages trend structures.  Then the focus shifts to earnings season, which kicks off tomorrow. With the market perched near all-time highs and valuations stretched, this quarter's earnings results will play a critical role in setting the tone for the rest of the year. Matt walks through blended EPS mechanics, historical beat patterns, and why 13%+ growth could be the key to unlocking a year-end rally. Finally, Mark and Matt preview the week's five most important earnings reports and play a special Stock It or Drop It: Earnings Edition, making their calls ahead of JPM, ASML, TSM, ALLY, and SLB. - Tariff headline triggers historic intraday liquidation event - How volatility impacts trend structures and trader confidence - Q3 earnings setup: blended EPS, beat rates, valuation backdrop - Top 5 reports to watch this week: JPM, ASML, TSM, ALLY, SLB - Stock It or Drop It: Earnings Edition

S&P Futures are down roughly 1% this morning as U.S.–China trade tensions take center stage once again. While China's latest trade announcement wasn't particularly significant, it has managed to rattle investor sentiment. President Trump is set to meet with Argentina's president today following a major $20 billion financial assistance agreement between the two nations. The key event on today's economic calendar is a speech from Fed Chair Jerome Powell — investors will be listening closely for signs of further rate cuts this year. In corporate news, Salesforce's Dreamforce, Cloudflare's Cloudfair, and Broadcom's Open Compute Project Summit all kick off today. On the earnings front, positive results are rolling in from Wells Fargo (WFC), Johnson & Johnson (JNJ), JPMorgan (JPM), and Domino's Pizza (DPZ). Looking ahead, reports from Progressive (PGR), Abbott Labs (ABT), Morgan Stanley (MS), Bank of America (BAC), and ASML are on deck for tomorrow morning. Tune in to NewsWare's Trade Talk for the full breakdown and what to watch as the trading week unfolds.

Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE HAMAS DEAL... BARCELONA 1899 10-9-25 FIRST HOUR 9-915 The Genesis of Hamas, the Failure of "Land for Peace," and Theological Jihad Cliff May discussed the failure of the "land for peace" policy following Israel's 2005 withdrawal from Gaza and the violent takeover by Hamas. Hamas, representing the Muslim Brotherhood and born from theological jihad, views its mission as the destruction of Israel to establish an emirate. May emphasized that any cessation of hostilities is merely a hudna (truce), used by Hamas to rebuild for future battles, not a lasting peace. 915-930 Javier Milei's Dilemma: Midterms, the Wobbling Peso, and the Push for Dollarization Mary Anastasia O'Grady analyzed Argentinian President Javier Milei's economic and political dilemma as he faces midterms with a wobbling peso leading up to the October 26th elections. The peso is suffering due to fears that the opposition Peronist coalition will block Milei's reforms. O'Grady advocated for dollarization as the solution to stabilize the currency, reduce interest rates, and impose fiscal discipline on reckless spending. Powerful financial special interests prefer the status quo of an unanchored peso. 930-945 The Valdai Conference, Russia's Global South Strategy, and Warnings to the West Anatol Lieven discussed the Valdai conference in Sochi, where President Putin projected confidence but issued stark warnings against the US providing Tomahawk missiles to Ukraine and Europeans committing "piracy" by seizing Russian cargos. Attendees focused on the BRICS group and the Global South as Russia pursues alternative alliances. Russians express disappointment in Donald Trump's failure to deliver peace and worry about the war's slow progress. The conflict is fundamentally viewed by Russians as a struggle with NATO. 945-1000 The Valdai Conference, Russia's Global South Strategy, and Warnings to the West Anatol Lieven discussed the Valdai conference in Sochi, where President Putin projected confidence but issued stark warnings against the US providing Tomahawk missiles to Ukraine and Europeans committing "piracy" by seizing Russian cargos. Attendees focused on the BRICS group and the Global South as Russia pursues alternative alliances. Russians express disappointment in Donald Trump's failure to deliver peace and worry about the war's slow progress. The conflict is fundamentally viewed by Russians as a struggle with NATO. SECOND HOUR 10-1015   US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1015-1030 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1030-1045 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1045-1100 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. THIRD HOUR 1100-1115 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1115-1130 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1130-1145 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1145-1200 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. FOURTH HOUR 12-1215 Fiscal Irresponsibility, the Cost of Debt, and the Loss of Welfare Reform Lessons Veronique De Rugy of the Mercatus Center criticized Washington's fiscal irresponsibility and the mounting cost of debt, arguing that enormous deficits create an anti-growth drag on the economy. She noted that failing to cut spending is a future tax hike. De Rugy lamented the loss of lessons from the 1996 welfare reform, which showed that work requirements reduced poverty, as politicians now prioritize spending checks over fiscal prudence.D 1215-1230 Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition. 1230-1245 The Artemis Program, the New Space Race with China, and the Role of Elon Musk Mark Whittington discussed the Artemis program and the new space race with China, emphasizing that the US is driven back to the moon by competition with the People's Republic of China. The moon is viewed as a source for mining and a refueling stepping stone to Mars, with Elon Musk's SpaceX playing a central role. Co-host David Livingston questioned the engineering challenge of SpaceX's Starship and life support systems for Mars. The program's sustainability depends on phasing out the costly, expendable Space Launch System (SLS). 1245-100 AM The Artemis Program, the New Space Race with China, and the Role of Elon Musk Mark Whittington discussed the Artemis program and the new space race with China, emphasizing that the US is driven back to the moon by competition with the People's Republic of China. The moon is viewed as a source for mining and a refueling stepping stone to Mars, with Elon Musk's SpaceX playing a central role. Co-host David Livingston questioned the engineering challenge of SpaceX's Starship and life support systems for Mars. The program's sustainability depends on phasing out the costly, expendable Space Launch System (SLS).