Podcasts about asml

Tariff fun is back and this time there's only one tech company in the crosshairs: Apple. Anthropic releases flagship new Claude models, and they seem to be impressive, but half the story here is how weird they behave. Like, ratting on users to authorities, blackmailing engineers and maybe creating biological weapons. And, of course, the Weekend Longreads Suggestions.Links:Trump says a 25% tariff ‘must be paid by Apple' on iPhones not made in the U.S. (CNBC)Anthropic's new Claude 4 AI models can reason over many steps (TechCrunch)Exclusive: New Claude Model Triggers Stricter Safeguards at Anthropic (Time)Anthropic's new AI model turns to blackmail when engineers try to take it offline (TechCrunch)Anthropic faces backlash to Claude 4 Opus behavior that contacts authorities, press if it thinks you're doing something ‘egregiously immoral' (VentureBeat)Weekend Longreads Suggestions:Exclusive look at the creation of High NA, ASML's new $400 million chipmaking colossus (CNBC)Is Mubi Really Worth $1 Billion? Inside Efe Cakarel's Plan to Make the Global Streamer Cooler Than A24 (Variety)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we dive into Warren Buffett's succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple's modest hike to Wendy's surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.

Eindelijk weten we waar Trump het al dagen over had: het is een handelsdeal met de Britten. Die 'major announcement' is volgens de Amerikanen en Britten zelfs een 'historische deal'. Veel details kregen we nog niet. Die moeten nog worden uitgewerkt, zegt Trump. De hoofdlijnen krijgen we wel: het is vooral de Amerikaanse landbouw die erg profiteert. De deal is ook een opsteker voor Boeing, want de Britten kopen voor 10 miljard dollar aan vliegtuigen van dat bedrijf. Trump belooft daarnaast dat er ook druk wordt onderhandeld over handelsdeals met andere landen. Wanneer Europa (of misschien zelfs China) eindelijk aan de beurt is bespreken we deze aflevering. Daarnaast hebben we het over de Amerikaanse chipbeperkingen. Die worden ietsje soepeler dankzij deze president Trump. Volgens Bloomberg komt er een uitzondering voor AI-chips op de beperkingen die zijn voorganger Joe Biden heeft ingevoerd. Wat Trump zelf te winnen heeft met deze versoepeling, gaan we bespreken. De chipaandelen profiteren in ieder geval: ze staan allemaal hoger vandaag. En Trump heeft voor de zoveelste keer uitgehaald naar Fed-baas Jerome Powell. Trump schrijft op zijn eigen Truth Social dat Powell een 'fool' is, die geen enkel idee heeft. Maar zegt Trump ook: 'Verder mag ik hem heel erg!' Verder hoor je wat de nieuwste tegenvaller voor Elon Musk is en hoe Chinese aandelen profiteren van het oplaaiende conflict tussen India en Pakistan. En we kijken naar de koffieprijzen, want die stijgen gigantisch volgens koffieboer JDE Peets. Dat betekent in Nederland waarschijnlijk weer ruzies met de grote supermarkten.See omnystudio.com/listener for privacy information.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.In a market ruled by chaos, hype, and noise, clarity is everything — and that's exactly what this video delivers. Today's session breaks down the real strategies and behavioral signals that consistently separate losing trades from massive wins. No fluff, just the tools that actually work.Here's what's inside:✅ How to read market breadth like a pro to time entries and exits with confidence✅ Why fear and greed cycles hold the key to price movement — and how to spot them✅ The power of the OVTLYR Trend Template to simplify buy/sell decisions✅ Why sector rotation matters more than stock-specific news✅ Real-time breakdowns of Amazon, Meta, Salesforce, ASML, and Duolingo — including which setups are strong and which ones to avoidThis isn't just another trading talk — this is data-backed, rule-based trading that works. Learn how to skip the emotional rollercoaster and build a system that's consistent, repeatable, and clear.Also introduced in this video: OVTLYR University — a free, 9-week trading program designed to teach everything from trend confirmation to risk control. No $997 paywalls, no overpriced gurus. Just proven strategies shared in live sessions twice a week.For those looking to:➡️ Save time while making smarter trades➡️ Make money without gambling➡️ Start winning by following a rules-based system➡️ Reduce risk and avoid major drawdowns…this video is a must-watch.Expect real charts, real trades, and clear logic behind every move. And yes, even a breakdown of the market cycle, directional volatility histograms, and how to use sector and market-level indicators to get the edge.Forget the guesswork. Start following the setups that top traders rely on daily.Subscribe to the channel and be part of the movement where outliers win. The community is growing, the strategies are working, and the results speak for themselves. Don't get left behind chasing hype. Learn what actually moves the market and how to capitalize on it!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Talent acquisition expert Heather Flynn joins Roy to discuss the ins and outs of successful recruitment strategy. Heather recently served as the SVP of Talent Acquisition for Aritzia, prior to which she led hiring efforts for other major brands like Nike and ASML. Roy and Heather dig into the essential role of talent strategy, the importance of strong employment branding and candidate engagement, the emerging application of AI in recruiting, and much more.Highlights from our conversation include:How holistic talent strategy informs a successful business strategy (5:52)Current trends, challenges, and opportunities facing top talent acquisition leaders (7:54)Key elements of a successful talent acquisition strategy (9:58)How Heather assesses an organization's hiring bar (13:45)Ways that hiring leaders can step up their game (16:11)Heather's approach to helping hiring teams make the best candidate decisions (17:45)What growing consumer brands look for in a leader and how it's evolved recently (20:07)How she approached talent strategy at Aritzia (22:14)Visit HowIHire.com for transcripts and more on this episode.Follow Roy Notowitz and Noto Group Executive Search on LinkedIn for updates and featured career opportunities.Subscribe to How I Hire:AppleSpotifyAmazon

BIO:Arjen is a PhD aerospace engineer (NASA, Ferrari, Nikon, ASML). He likes to use engineering to make a positive impact.SHOWNOTES:

Ét firma holder hele verdens chipproduktion i sin hule hånd. Og nej, det er hverken fra Kina, USA eller Taiwan. Det er såmænd det hollandske firma ASML. Teknologien i selskabets maskiner er så kompliceret, at det får Miraculix’ trylledrik i Asterix til at ligne en simpel kålblanding i Nettos køledisk. Og hvad der er mere bemærkelsesværdigt. Firmaet har totalt monopol, så hvis noget skulle ske med ASML, vil det ramme alt fra produktion af telefoner til avancerede militærsystemer. Hør Finans Global og få den opsigtvækkende historie om ASML, og hør, hvordan de bittesmå chips med den enorme power bliver til på den mest ufattelige måde. Gæst: Thomas Høy, global korrespondent, Finans. Vært: Mads Ring Producer: Kasper Søegaard. See omnystudio.com/listener for privacy information.

De Amerikaanse economie staat met één been in een recessie. Een krimp in het eerste kwartaal, terwijl er juist op groei was gerekend. Er is recessie-angst op Wall Street en kortstondig zelfs even paniek.Deze aflevering kijken we wat er gebeurt als de Amerikanen in een recessie belanden. Wat betekent dat voor (je) Amerikaanse aandelen? Je hoort ook wie zijn schuld het is. Volgens Trump is het niet zijn schuld, maar de schuld van voorganger Biden.Ook gaat het over de stortvloed aan kwartaalcijfers. Kwakkelende autobouwers (Volkswagen, Mercedes en Stellantis), maar ook Nederlandse beursbedrijven: Adyen. Houdt zich aan z'n beloftes en tóch zijn beleggers ontevreden. Air-France-KLM. Zelfs een partner komt met een waarschuwing, maar de eigenaar van KLM maakt zich geen zorgen. ASMI. Groeit 'gewoon' door, ondanks de handelsoorlog. Met dubbele cijfers! Daar stopt het niet, want we hebben het ook nog over Ebusco. Dat wederom op een rand van faillissement staat én je hoort waarom Bol.com achter Amazon aan gaat.See omnystudio.com/listener for privacy information.

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While attending an ASML presentation at SEMICON Korea, I noticed a tidbit on one of the slides. A key part of their future EUV roadmap has been growing the power source to 800 watts or more. But it had not been super clear to me how they were going to do that, other than maybe raising the speed of the tin pellets. Then I saw the slide and it showed something new, at least to me. Three laser pulses rather than two. Now how about that? No, this is not an Onion article. This looks to be real. In this video, I want to talk about lasers and EUV light sources. And how three is better than two.

While attending an ASML presentation at SEMICON Korea, I noticed a tidbit on one of the slides. A key part of their future EUV roadmap has been growing the power source to 800 watts or more. But it had not been super clear to me how they were going to do that, other than maybe raising the speed of the tin pellets. Then I saw the slide and it showed something new, at least to me. Three laser pulses rather than two. Now how about that? No, this is not an Onion article. This looks to be real. In this video, I want to talk about lasers and EUV light sources. And how three is better than two.

In this episode, we discussed first-quarter earnings and analysed several companies, including Google (GOOGL), Unilever (UL), Texas Instruments (TXN), ASML (ASML), SAP (SAP), and PepsiCo (PEP). We also reviewed our podcast's success, analysed the H4ZA ETF, and talked about portfolio management, valuation methods, and more listener questions.see you on the inside!

De brutalen hebben de halve wereld. Dat moet ASML hebben gedacht toen het op hoge poten bij Donald Trump aanklopte. ASML wil namelijk vrijstelling van Amerikaanse invoerheffingen. ASML verscheept onderdelen heen en weer tussen de VS en Europa, maar wil volgens het FD een opeenstapeling van heffingen voorkomen. Deze aflevering kijken we hoe ASML de onderhandelingen met Trump aan moet gaan. De president wil altijd iets terug, wat moet de maker van chipmachines geven aan de Amerikanen? Verder is het de aflevering waarin ceo's een hoofdrol opeisen. Bij IMCD en FlowTraders stappen de ceo's onverwachts op. Bij FlowTraders was de paniek onder beleggers zo groot dat de beurshandel stilgelegd moest worden. De exit van de topman en de slechte cijfers zorgen daar voor paniek.Bij ABN Amro en Unilever zijn de hoogste bazen al vervangen en de nieuwe bazen hebben grote plannen. Zo wil de ceo van ABN nu écht beter op de kosten gaan letten. Die van Unilever ook, maar daarnaast komt hij ook met een bijzondere voorspelling. Die importtarieven, die raken het bedrijf niet echt.Opvallend, helemaal omdat grote concurrent Procter & Gamble waarschuwt dat die handelsoorlog er wél in hakt. Net als een paar andere Amerikaanse bedrijven, die zelfs hun hele outlook intrekken.See omnystudio.com/listener for privacy information.

Al wekenlang jaagt de FBI op Tesla terroristen, mensen die Tesla's in de brand steken. Maar de échte terreur vindt plaats in de financiën van het bedrijf. Het eerste kwartaal was ronduit dramatisch. Topman Elon Musk geeft daarbij toe dat hij de reden is.Deze aflevering hebben we het over de onmogelijke positie van Tesla. Het blijft afhankelijk van een topman die toch bij blijft klussen voor de Amerikaanse president. Een president die tarieven oplegt waar Tesla dan weer enorme last van heeft.We kijken of Musk een list weet te verzinnen. Hoe (en vooral waar) kan hij meer Tesla's verkopen, met betere marges? Tesla drijft nu alleen nog maar op de verkoop van emissierechten...Verder hebben we het over héél veel kwartaalcijfers van eigen bodem. AkzoNobel, Randstad, Just Eat Takeaway en Besi komen voorbij. Vooral die laatste is interessant. Het aandeel stond even 11,5 procent in de plus, maar de koers stortte daarna als een kaartenhuis in elkaar. We onderzoeken waar de angst van beleggers vandaan komt. We vertellen je ook meer over boekhouding en personeelszaken. Saai? Nee! Het bedrijf dat zich daarmee bezighoudt is het meest waardevolle beursbedrijf van Europa. See omnystudio.com/listener for privacy information.

Welcome back to Market Mondays, the #1 destination for real investing talk and unfiltered financial insights. In this powerful episode, we tackle everything from tech shakeups to major global economic shifts — and we're joined by legendary investor Steve Eisman, famously portrayed by Steve Carell in The Big Short. Steve delivers hard-hitting insights on current market risks, future opportunities, and what today's smart investors should really be focused on.We break down the big questions: Will Tesla ever hit $1,000 again? Is gold's surge to $3,300 a long-term breakout or just fear-driven hype? What's the real impact of Powell's no-rate-cut stance, and is this policy purgatory draining investor portfolios? Plus, we cover why Bitcoin's first real recession test could be coming soon, and whether ASML's decline signals a peak for the chipmaker.We also dig into Nvidia's $5.5 billion hit, Trump's lowest-ever economic approval rating, and if Google's best days are behind us. Should you cut your AMD position or ride it out? This is a high-impact, information-packed episode you don't want to miss — whether you're building a portfolio or protecting one. Drop your thoughts in the comments and let us know what you want us to break down next week.Don't forget to LIKE, SUBSCRIBE, and hit the bell so you never miss another Market Mondays drop!Link to Detroit & New Haven Book Tour Events: https://sites.prh.com/you-deserve-to-be-rich#MarketMondays #SteveEisman #TheBigShort #Tesla #Nvidia #Bitcoin #AMD #Gold #Recession #FederalReserve #JeromePowell #Trump #Google #AIStocks #Investing #StockMarketNews #WealthBuilding #ASMLOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Get 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25ASML reported great earnings this week, including keeping its 2025 financial guidance unchanged in spite of uncertainty due to tariffs. Is ASML stock a buy now, according to Chip Stock Investors Nick and Kasey? And what's the outlook for fab manufacturing equipment companies like ASML for 2025 and beyond?Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Het is wachten op de kwartaalcijfers van grote namen. Onder meer van Unilever, Alphabet en SAP. Maar Jean-Paul van Oudheusden van eToro kijkt juist naar die van chipmachinemaker Besi. Hij betrapt de topman op het geven van een opmerkelijke hint. 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.

► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Finchat.io:Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!https://finchat.io/playingftse/?lmref=iQl2VQ► Episode Notes:After a two-week break, we're back! Did we miss anything? Find out on this week's PlayingFTSE Show!The new financial year is off to an uninspiring start for both Steves. In the last week, both have underperformed the FTSE 100 and the S&P 500.It's that time of the quarter when we talk about Netflix and how well it's done. And it's put up strong numbers on the top and bottom lines with a positive outlook to go with it.Steve W, though, has been thinking about the company's move to shift away from disclosing its subscriber numbers. And Steve D has some other risks in mind.ASML shares took a bit of a hit this week after the latest earnings update. But while the short term is uncertain, investors would do well to look at the bigger picture.Steve W is interested in potential competitors. So Steve D is taking the opportunity to remind us of this company's moat and how difficult it is to displace. Shares in Wise are now back to where they were when the stock first launched on the public markets in 2021. But the company makes a lot more money these days.It's got a much stronger competitive position, too. But what is Steve D's big fear about the stock moving forward from an investment perspective?Sartorius shares have been climbing steadily recently. Before that, though, they spent a good couple of years going the other way at quite a rate.It's been an interesting week for the company, though, with Eli Lilly launching a new anti-obesity treatment. So is this a smart way to invest around that theme?Shares in FTSE 100 distributor Bunzl fell 25% in a day after the company's first quarter update. Steve W thinks the report isn't good, but the response is an overreaction.Contracting margins and the loss of a key customer are never positive signs. But the guidance for the full year isn't obviously 25% below where it was before.Only on this week's PlayingFTSE Podcast!► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/We get a small cut of anything you buy which will be reinvested back into the show...► Timestamps:0:00 INTRO & OUR WEEKS4:37 NETFLIX19:40 ASML31:43 WISE43:22 SARTORIUS53:52 BUNZL► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, del va y viene de los aranceles, de la respuesta de China, los comentarios de Jerome Powell, de los numeros de consumo y de la decision de Banco Central Europeo. Nos da los reportes de ingresos de los Bancos, JB Hunt, United Airlines, ASML, TSMC y DR Horton. Después habla de la demanda de Meta y de la venta de Intel. Finalmente nos da el crypto update donde habla del colapso de Mantra.   EMPRENDEDUROS VENTURES Para mas información sobre el fondo visita: https://www.emprendedurosventures.com/ ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watchLinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/

New release time! We are releasing the Power Hours Friday mornings going forward.The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(03:51) Netflix Earnings Report Analysis(13:33) Impact of Tariffs on Big Tech(18:10) TSMC's Growth and Market Position(25:23) Boeing's Challenges and American Express Performance(33:27) Economic Implications and Investor Awareness(36:32) Tariffs and Market Reactions(40:03) Luxury Brands and Economic Resilience(44:24) Interactive Brokers: A Compounder in Focus(52:41) ASML's Strategic Buybacks and Future Growth(57:18) OpenAI's Social Network: A New Frontier?*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Hat OpenAI Netzwerkeffekte? Wieso baut OpenAI ein soziales Netzwerk und warum hat Mark Zuckerberg Mandarin gelernt? Temu stoppt Werbeausgaben und zwei andere chinesische Apps kommen ganz oben in die App Charts. Trumps Stargate Projekt macht Europe Great Again. 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) OpenAI Social Network (00:12:00) Temus US-Werbeausgaben (00:19:45) Taobao, DHgate App Charts (00:28:40) Zhipu IPO  (00:30:30) Figma IPO (00:32:05) Meta Antitrust  (00:42:15) Meta fragt nach Hilfe bei AI Investment (00:44:30) ASML Earnings  (00.47:50) Stargate Europe Great Again (00:48:50) Netflix Earnings (00:51:20) Cursor Support-AI Fail (00:53:15) Freenow Übernahme (00:56:45) Google Antitrust  (00:59:40) Trump (01:02:45) Elons NDAs  Shownotes OpenAI baut ein soziales Netzwerk The Verge Das von Alibaba unterstützte KI-Startup Zhipu strebt einen Börsengang bis 2025 an Bloomberg Temus US-Werbeausgaben brechen inmitten des eskalierenden Handelskriegs mit China ein Adweek Seit dem 9. April hat Temu alle seine Google Shopping-Anzeigen in den USA abgeschaltet. LinkedIn Taobao, DHgate oben in den US App Charts TechCrunch Alibaba-backed Start-Up Zhipu plant IPO dieses Jahr Bloomberg Figma, das Software-Einhorn, beantragt trotz der Turbulenzen an der Wall Street vertraulich einen Börsengang Fortune Einblicke in Mark Zuckerbergs gescheiterte Verhandlungen zur Beendigung des Kartellverfahrens WSJ Facebook-Whistleblower macht schockierende Behauptung über Mark Zuckerberg während einer Senatsanhörung YouTube Meta fragt bei AI Entwicklung um Hilfe The Information Cursor Support-AI framed Bug als Policy ycombinator Trumps Stargate Data Center Projekt in UK Sifted Google erneut als illegales Monopol beurteilt The New York Times Google Search wechselt weltweit auf .com 9to5Google Trump sagt EU Deal sei sicher Financial Times US entfernt Sanktionen für Orban Vertrauten The Guardian Jensen Huang fliegt nach China Financial Times Consumer Financial Protection Bureau Massenentlassung Wired Die Taktiken, mit denen Elon Musk seine „Legion“ von Babys - und deren Müttern - verwaltet WSJ BMW und Mercedes verkaufen Freenow an Lyft Manager Magazin SpaceX baut Trumps Raketenabwehr Golden Dome Reuters IQ & Geburtsmethode Studien: Ladelund et al. (2023, Dänemark) Curran et al. (2017, Schweden) Khadem & Khadivzadeh (2010, Iran) Smajlagić et al. (2019, Norwegen) Polidano et al. (2017, Australien) Blake et al. (2021, Systematischer Review)

Het lijkt wel een Paaswonder. Op Goede Vrijdag deelt president Trump uit. Hij zegt dat China een deal met hem wil sluiten en belooft de tarieven op Chinese producten niet te verhogen. Ook zegt hij dat er een deal met Europa aanstaande is. De handelsoorlog, zo lijkt het, wordt opgelost. Deze aflevering kijken we of er daadwerkelijk vrede komt tussen de VS en China. En of hij de komende weken een deal bereikt met andere landen die hij bestookt met importtarieven. Over tarieven gesproken: Netflix blijkt er geen last van te hebben. Het gaat veel en veel beter met het bedrijf dan analisten dachten. De omzet, de winst én marge zijn beter dan gedacht. Netflix blijkt handelsoorlog-proof én recessieproof te zijn.Oekraïne komt ook voorbij deze uitzending, want het land heeft een mineralendeal gesloten met de Verenigde Staten. Mineralen die het nieuwe goud worden genoemd, want ze zijn nodig voor chips. Een bodemschat van ongekende waarde: volgens de VN ligt er voor 11.000 miljard dollar onder de grond. We hebben het trouwens ook over eigen land. Over de minister van Infrastructuur. Die wordt door Brussel op de vingers getikt vanwege zijn plannen voor Schiphol. En het gaat over ABN Amro. Dat ligt onder vuur, omdat ze op een lompe manier personeel ontslaan. Dat doen ze via het intranet.See omnystudio.com/listener for privacy information.

Federal Reserve chair Jay Powell is warning that US tariffs are ‘likely' to put at risk the central bank's goals of keeping prices and unemployment in check, and chipmakers are reeling from a tough week. Plus, UK inflation fell more than expected to 2.6 per cent in March and the FT's Aiden Reiter explains why emerging markets are doing surprisingly well in all this market volatility. Mentioned in this podcast:Trump tariffs put Fed's jobs and inflation goals at risk, Powell saysUnhedged: Emerging markets' unexpected outperformance after “liberation day”ASML's chipmaking machine orders disappoint amid tariff uncertaintyUK inflation falls more than expected to 2.6% in March The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Michela Tindera, Katie McMurran, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Joseph Salcedo. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO Check out our portfolio by going to Jointci.com Our Website 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io 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.

Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certain technology to China. Particularly hard hit was the outlook for Nvidia's H20 chip. The company expected the president's decision to cost it $5.5bn in sales. Today on the show, Katie Martin and Aiden Reiter are joined by Lex editor John Foley to discuss the clampdown on tech and the prospects for AI in general. Also they go long turbulence at the Federal Reserve, and short Dutch chip company ASML. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Jerome Powell zit in een spagaat met zijn rentebeleid. Een beleid dat overhoop wordt gegooid door Donald Trump. De baas van de Amerikaanse centrale bank geeft nu openlijk toe dat in écht in een dilemma zit. Hij is bezorgd dat hij binnenkort moet kiezen tussen het beheersen van de inflatie en het ondersteunen van de economische groei. Christine Lagarde (van de Europese Centrale Bank) heeft ook een probleem. De inflatie in Europa is al jarenlang te hoog, maar nu naderen we het punt dat 'ie te laag is. Wij van BNR Beurs zijn de beroerdste niet en kijken deze aflevering hoe die twee centrale bankiers de problemen moeten oplossen. En vooral: wat jij er als belegger van merkt. Dan hoor je ook meer over chipproducent TSMC. Het gerucht ging dat dat bedrijf Intel ging redden, door nauw met ze samen te werken. TSMC helpt Intel nu uit de droom: dat gaat niet gebeuren. Wel laten ze hun aandeelhouders dromen van goede resultaten: ze gaan ondanks de handelsoorlog gewoon hun doelen halen.Over die handelsoorlog gesproken: we hebben het ook over Georgia Meloni. Zij is Europa's geheime wapen. De premier van Italië gaat namelijk in gesprek over de tarieven-tsunami van Trump. See omnystudio.com/listener for privacy information.

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. FreeNow geht an Lyft. Trump-Verluste gehen an NVIDIA, ASML und AMD. Heineken, Brunello Cucinelli und Sartorius performen. Der Mantra-Coin verliert alles und Block freut sich über Auradine. Vor Kurzem war YETI (WKN: A2N7XR) ein boomendes Business. Dann kam der Stanley Cup und das Ende von Corona. Kommt jetzt das Comeback? Krypto-Kredite sind ein schrumpfender Markt. Krypto-Kredite sind ein boomender Markt. Beides stimmt. Alles eine Frage von DeFi und CeFi. Nix verstanden? Wir klären auf. Diesen Podcast vom 17.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

"De cijfers van ASML waren gewoon goed", zegt Richard de Jong van Van Lieshout & Partners, ook al zetten beleggers het aandeel lager. "Niet alleen in absolute zin beter, maar ook beter dan de verwachtingen van analisten." Daarnaast laat het bedrijf een hele mooie winstgroei zien. Maar zoals bij veel bedrijven, zorgt de handelsoorlog voor onzekerheid, zowel bij het bedrijf als bij beleggers. ASML zelf is voorzichtiger geworden over het tweede kwartaal. Toch is Richards menig: Never sell ASML. Joost van Leenders van Van Lanschot Kempen tekent er wel bij aan dat de orderinstroom tegenviel. "Maar die orderinstroom is erg volatiel en lastig te voorspellen." Besi heeft een betere week achter de rug op het Damrak. Het Amerikaanse Applied Materials heeft een belang van 9 procent genomen in het bedrijf, wat resulteerde in een koerssprong van 14 procent op weekbasis. Analisten achten de kans reëel, net als Joost en Richard, dat Applied Materials op een gegeven moment Besi helemaal zal overnemen. Verder in de podcast aandacht voor de cijfers van onder andere TSMC, Heineken, Basic-Fit en Goldman Sachs. Natuurlijk behandelen we ook de luisteraarsvragen en geven de experts hun tips. Joost houdt het deze keer bij een algemeen advies voor deze onzekere tijden. Richard tipt een ETF met de ISIN-code DE0002635307. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Chip stocks are already in a bear market, but they got some rest with an announced pause in reciprocal tariffs. However, a new set of taxation rules are expected later in the week. Will the bear market get worse? And how can investors prepare? Chip Stock Investors Nick and Kasey break down the present situation.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Chipmakers' shares tumble after the Trump administration confirms export controls on semiconductors designed for the Chinese market. Plus, Dutch chip-equipment maker ASML feels the pressure of tariffs. And Google faces a potential $6.6 billion antitrust lawsuit in the UK. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chuck Zodda and Marc Fandetti discuss the March retail sales beat and consumers stocking up ahead of tariffs. How will Jerome Powell address tariffs, slowing growth, and higher inflation? Why is infaltion still so misunderstood? Nvidia and ASML warnings spur a global tech rout. China is open to talks if the US shows respect. Why did United Airlines issue dual guidance?

TSMC (TSM) reports earnings before Thursday's opening bell. The chipmaker faces pressure on tariffs and export restrictions, paired with ASML Holding's (ASML) earnings miss that showed pessimism in A.I. outlook. Caroline Woods offers a wide perspective around TSMC heading into the report. Prosper Trading Academy's Scott Bauer believes TSMC can hit $200 easily if it weren't for the tariff environment. He offers an example options trade for the chipmaker. ======== 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

Nvidia (NVDA) disclosed a $5.5 billion quarterly charge as the U.S. limits H20 A.I. chip exports over what it calls national security risks. Kevin Hincks reports from the Cboe Global Markets to discuss the weight it, and ASML Holding's (ASML) earnings miss, have on the Nasdaq-100 (NDX). However, Kevin notes a positive sign in the recent retail sales report. Fed Chair Jerome Powell also speaks today in Chicago where he's expected to discuss more on inflation and employment. ======== 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

The A.I. trade not only took a hit from Nvidia (NVDA), but also ASML Holding (ASML). The Netherlands-based company disappointed in its earnings and blamed President Trump for tariff uncertainty affecting guidance. Jenny Horne talks about the miss's lasting impacts on the A.I. chip supply. Tesla (TSLA) also took a premarket hit with plans to suspend Cybercab part shipments from China. ======== 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

Semiconductors are under pressure after Nvidia (NVDA) reveals a $5.5B charge from new export restrictions. The company's H20 A.I. chip reportedly was used in China's DeepSeek research, and this charge is weighing on NVDA shares. Kim Forrest joins Diane King Hall to discuss the wider scope of the U.S. and China trade war and what it means for semiconductors. She discusses the issues of building fabrication and manufacturing facilities outside of Taiwan. Kim also looks at ASML earnings and previews TSMC (TSM) ahead of its report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Today's trading session closed with down arrows across the board but stocks managed to lift off the lows. Markets hit those lows soon after Fed Chair Jerome Powell said "significantly larger" tariffs can lead to stickier inflation. Nvidia (NVDA) and AMD Inc. (AMD) closed as two of the biggest laggards in the SPX as the A.I. companies disclosed having to pay extensive licensing fees to sell chips to China. Additionally, ASML Holding (ASML) slid when its tech earnings disappointed. Caroline Woods turns to the session's biggest stories.======== 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

Det har været den længste korte uge i mands minde, for med den igangværende handelskrig og usikkerheden i fuldt flor kræver hver eneste dag knivskarpt fokus og kritisk tænkning. Heldigvis begynder regnskaberne at fylde mere, så investorerne i det mindste får blik for, hvad der foregår i de børsnoterede selskaber.Millionærklubben tjekker ind på børsen, debatterer, hvilken vej pilen peger lige her og nu og svarer på spørgsmål fra lytterne.Med på en telefon er Michael Friis Jørgensen, aktiechef i HC Andersen Capital, der har set på regnskabstal fra ASML, og i studiet er der besøg af to unge investorer, Sejer Stray Christiansen og Victor Ainow fra Unge Aktionærer, en underafdeling af Dansk Aktionærforening.Vært: Bodil Johanne Gantzel.See omnystudio.com/listener for privacy information.

China's economy expands by 5.4 per cent in the first quarter but President Trump's levies on the country fuel concerns about further stimulus measures from Beijing. ASML net bookings are down with the Dutch chip maker warning the Trump tariffs have heightened demand uncertainty. The U.S. president has called for a tariff probe into critical minerals, pushing mining stocks down and potentially opening a new front in his tariff offensive. Nvidia shares tumble after the semi-conductor giant warned of a $5.5bn charge for Q1 related to GPU chip exports to China. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US bourses finished mixed with futures thereafter pressured after NVIDIA flagged 5.5bln of charges.White House said over 15 trade deal proposals are being considered and some could be announced soon.DXY gave back some of Tuesday's strength, EUR/USD back above 1.13 and Cable above 1.3250 into UK CPI.USTs paused for breath after gains sparked by Treasury officials, Bunds rebounded and JGBs retested 141.00Crude benchmarks lackluster, XAU hit another record high while base peers followed the risk tone lowerLooking ahead, highlights include UK CPI, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from Germany & US.Earnings from Heineken, US Bancorp, Abbott, Progressive, Travelers, Prologis, Autliv, Citizens, First Horizon, Alcoa, Barratt Redrow, Moncler, Brunello Cucinelli & Lindt.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China is said to be open to talks if US President Trump shows respect, via Bloomberg sources; China wants Trump to rein in cabinet members and show consistency; wants US talks to address concerns on Taiwan and sanctions.White House said over 15 trade deal proposals are being considered and some could be announced soon.European indices downbeat, but some upside seen on source reports that China is open to talks, albeit with conditions; ASML -5% after poor Q1 results amid trade uncertainty.US equity futures lower and NQ underperforms with NVDA down 5.9% after it expects a USD 5.5bln hit due to export controls.USD is softer vs. G10 peers. Support from a conciliatory trade report proved to be fleeting.Fixed is underpinned by the risk-off tone, though off best given the latest China sources.Crude reverses losses on China sources, base metals hit on US' critical mineral investigation; gold tops USD 3,300/oz.Looking ahead, US Retail Sales, NZ CPI, BoC Policy Announcement, Speakers including Fed's Powell, Cook, Hammack, Logan & Schmid, BoC's Macklem & Rogers, Supply from the US.Earnings from US Bancorp, Abbott, Progressive, Travelers, Prologis, Autoliv, Citizens, First Horizon, Alcoa.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Nvidia en ASML trokken beurzen naar beneden. De eerste wordt aangepakt door de eigen regering en daardoor lopen ze miljarden mis. De aandeelhouders van ASML denken dat het bedrijf ook miljarden gaat mislopen. Door de handelsoorlog en door twijfelende klanten. Beide aandelen doken hard onderuit.Deze aflevering kijken we of die afstraffing van ASML en Nvidia terecht is. Nvidia kon tot nu toe redelijk ongeschonden door de handelsoorlog manoeuvreren, is dat voorbij? En hoe kunnen de directies van de bedrijven beleggers nog gerust stellen?Over die handelsoorlog gesproken. Die is op te lossen! China wil namelijk met de Verenigde Staten om de tafel. Maar daarvoor heeft het wel eerst een aantal eisen, waaronder een over de omgangsvormen. Ministers mogen Chinezen niet meer beledigen. Respect willen de Chinezen. Respect is er wél voor Heineken. Van de eigen aandeelhouders. Die vertrouwen het bedrijf volledig en verwachten dat het allemaal wel meevalt met al die onzekerheden.See omnystudio.com/listener for privacy information.

In today's episode, Kip takes us through a volatile and eye-opening day on Wall Street, where big losses in the major indexes were led by sharp declines in semiconductors and tech. From Nvidia chip bans to a disappointing earnings report from ASML, today's market action was driven by a perfect storm of bad news and mounting uncertainty over tariffs. Kip shares his take on recent comments by Jay Powell, his concerns about the economic outlook, and what the latest moves in gold, silver, and bitcoin might be telling us about where things are headed.

We waren even de handelsoorlog vergeten en hadden hem ingewisseld voor een ouderwetse overnamefantasie. Besi had een krankzinnig goede beursdag en dat vanwege een nieuwe aandeelhouder. Het Amerikaanse Applied Materials heeft bijna een tiende van alle aandelen in handen.Applied zegt dat het de aandelen koopt voor een 'strategische en langdurige samenwerking'. Beleggers geloven dat niet helemaal en gokken erop dat de Amerikanen Besi gaan overnemen. Deze aflevering kijken we of zo'n overname realistisch is. Je hoort waarom Besi zo'n interessant hapje is en of er nog andere bedrijven gaan toeslaan.Boeing komt ook voorbij. Dat wordt in China geboycot. Een flinke escalatie. Importtarieven worden ingewisseld voor een complete boycot van een bedrijf. Welke bedrijven gaan volgen?Verder hebben we het ook over het doel van Netflix. Dat wil, hou je vast, 1000 miljard dollar waard worden. Dat is even 600 miljard dollar meer dan nu.See omnystudio.com/listener for privacy information.

We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io 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.

Het wordt een drukke week, want het cijferseizoen is weer onderweg. En hoe! Want je krijgt meteen een hele lijst aan cijfers, inclusief TSMC, LVMH én ASML. Maar Mike Mulders van ING Investment Office kijkt vooral uit naar donderdagavond. Dan zit ie klaar om door de resultaten van Netflix te spitten. 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 liggenSee omnystudio.com/listener for privacy information.

Aproximadamente el 80% de la tecnología e infraestructura digital europea es importada y siete de cada diez modelos de inteligencia artificial empleados a escala mundial provienen de Estados Unidos. Las empresas europeas representan menos del 10% de la inversión mundial en software. Su dependencia de cadenas de suministro y tecnologías extranjeras es evidente. El acceso a tierras raras, la fabricación de semiconductores y los sistemas de inteligencia artificial están controlados por potencias como China y Estados Unidos. Se acabaron, además, los años de gas barato proveniente de Rusia. La vulnerabilidad europea es evidente y va mucho más a allá de las a menudo absurdas regulaciones impuestas por sus Gobiernos y por la propia Unión Europea. Durante años los líderes europeos ignoraron a quienes les advertían de que el continente, cuna de la industrialización y del mundo moderno, se estaba quedando rezagado. Hoy, con una situación geopolítica muy distinta a la de hace sólo una década, esas advertencias se interpretan como profecías autocumplidas. Europa se ha terminado convirtiendo en un un rehén tecnológico de otros países que anticiparon con más precisión el mundo que venía. Las medidas que se han ido tomando en los últimos tres años como la Ley Europea de Chips o iniciativas aisladas sobre inteligencia artificial, son insuficientes. La batalla ahora es controlar lo que los expertos denominan la “stack”, es decir, la pila tecnológica, un sistema de capas interconectadas que va desde las materias primas hasta el software. En Estados Unidos, por ejemplo, la investigación en inteligencia artificial está vinculada a chips propietarios mediante proyectos como Stargate. China, entretanto, controla a placer cadenas de suministro completas. Frente a ello Europa carece de una estrategia unificada. La propuesta es EuroStack, un plan ambicioso para reconstruir la infraestructura tecnológica europea en siete capas: materias primas, chips, redes, Internet de las Cosas, nube, software, datos e inteligencia artificial. Cada capa aborda un punto débil crítico. Por ejemplo, China controla el 60-80% de las tierras raras, esenciales para chips y baterías, y restringe exportaciones de galio y germanio. Europa debe aliarse con países ricos en recursos, como Namibia o Chile, invertir en reciclaje y, al mismo tiempo, enfrentar dilemas morales como los minerales provenientes de los países africanos en guerra. En la capa de chips, Europa produce solo el 9%, en un sector dominado por Intel, Nvidia y TSMC. La holandesa ASML, líder en litografía, sufre las presiones de Estados Unidos y China. En conectividad, la dependencia de Starlink en Ucrania o el dominio de Huawei en la tecnología 5G muestran la urgencia de desarrollar un 6G propio. El internet de las cosas está en manos extranjeras. En la nube Amazon, Microsoft y Google controlan el 70% del mercado. En software Europa depende del código desarrollado en Estados Unidos como Windows, Android o iOS. Salvo alguna excepción como SAP, el ecosistema de software europeo es marginal. En Inteligencia artificial y datos Europa cuenta con una investigación sólida, magníficas universidades y centros de supercomputación de gran tamaño, pero es incapaz de convertir eso en proyectos empresariales viables y escalables. Para ello hará falta más que un plan, es necesario un cambio de mentalidad que incida en la regulación y en el modo en el que Europa aborda la asunción de riesgos. En otros campos sus empresas son líderes, pero en el tecnológico se han demostrado incapaces de mantener el pulso competitivo. EuroStack podría ser un primer paso, pero tiene que pasar de las palabras a los hechos. En La ContraRéplica: 0:00 Introducción 4:07 EuroStack y la soberanía tecnológica 31:25 ¿Hay que tomar represalias con los aranceles? 35:25 Universidades estatales y privadas 41:47 Canón digital de la SGAE · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #eurostack #unioneuropea Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

Our 205th episode with a summary and discussion of last week's big AI news! Recorded on 03/28/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: OpenAI's new image generation capabilities represent significant advancements in AI tools, showcasing impressive benchmarks and multimodal functionalities. OpenAI is finalizing a historic $40 billion funding round led by SoftBank, and Sam Altman shifts focus to technical direction while COO Brad Lightcap takes on more operational responsibilities., Anthropic unveils groundbreaking interpretability research, introducing cross-layer tracers and showcasing deep insights into model reasoning through applications on Claude 3.5. New challenging benchmarks such as ARC AGI 2 and complex Sudoku variations aim to push the boundaries of reasoning and problem-solving capabilities in AI models. Timestamps + Links: (00:00:00) Intro / Banter (00:01:01) News Preview Tools & Apps (00:02:46) Gemini 2.5: Our most intelligent AI model (00:08:41) OpenAI rolls out image generation powered by GPT-4o to ChatGPT (00:16:14) Ideogram presents version 3.0 of its AI image generation system (00:19:20) New Reve Image Generator Beats AI Art Heavyweights MidJourney and Flux at a Penny Per Image (00:21:56) Alibaba Releases Qwen2.5 Omni, Adds Voice and Video Modes to Qwen Chat (00:23:58) The official version of Tencent's Hunyuan Deep Thinking Model T1 is here, with fast articulation, instant responses, and a decoding speed increase of 2 times Applications & Business (00:25:45) OpenAI Close to Finalizing $40 Billion SoftBank-Led Funding (00:29:26) OpenAI reshuffles leadership as Sam Altman pivots to technical focus (00:33:23) Nvidia shows off Rubin Ultra with 600,000-Watt Kyber racks and infrastructure, coming in 2027 (00:35:23) China's SiCarrier emerges as challenger to ASML, other chip tool titans (00:38:24) Pony.ai wins first permit for fully driverless taxi operation in the center of China's Silicon Valley Projects & Open Source (00:40:27) A new, challenging AGI test stumps most AI models (00:45:16) Challenging the Boundaries of Reasoning: An Olympiad-Level Math Benchmark for Large Language Models (00:48:13) Wan: Open and Advanced Large-Scale Video Generative Models (00:50:38) DeepSeek V3-0324 tops non-reasoning AI models in open-source first (00:54:46) OpenAI adopts rival Anthropic's standard for connecting AI models to data Research & Advancements (00:55:56) Anthropic can now track the bizarre inner workings of a large language model (01:06:00) Chain-of-Tools: Utilizing Massive Unseen Tools in the CoT Reasoning of Frozen Language Models (01:11:50) Inside-Out: Hidden Factual Knowledge in LLMs (01:15:14) Sakana AI super-powers AI reasoning using Japan's own Sudoku Puzzles Policy & Safety (01:18:38) Senator Wiener Introduces Legislation to Protect AI Whistleblowers & Boost Responsible AI Development (01:21:50) NVIDIA & Other Tech Giants Demand Trump Administration To Reconsider “AI Diffusion” Policy Which Is Set To Be Effective By May 15 (01:23:17) U.S. blacklists over 50 Chinese companies in bid to curb Beijing's AI, chip capabilities (01:26:44) Netflix's Reed Hastings Gives $50 Million to Bowdoin for A.I. Program (01:27:55) Judge allows 'New York Times' copyright case against OpenAI to go forward (01:29:48) Judge rules that AI can continue training on copyrighted lyrics, for now

Our modern world depends on chips, and our most modern chips depend on complex machines that use a process called extreme ultraviolet lithography. All of these machines are made by one company: ASML. The WSJ's Ben Cohen met one of the machine's mechanics and got a rare, behind-the-scenes tour of a factory where one of them operates. He explains the nearly sci-fi tech behind EUV lithography and gives us a peek into the one tool responsible for all the tech in your life. Sign up for the WSJ's free Technology newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices