Podcasts about Baidu

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla increasing their robotaxi inventory in Texas, a controversial autonomous vehicle bill in Washington DC, Uber's acquisition of Delivery Hero, and WeRide‘s global expansion strategies.Data from the Texas DMV shows that Tesla has 175 robotaxis registered in Texas, a quadrupling in just six weeks from 42 on June 1st. This is a trend that is not isolated to Texas, as Grayson has noted in his Robotaxi Miami Field Report that Tesla is also ramping up operations in that market as well.In Washington DC, a new district bill introduced by Councilmember Charles Allen aims to update the 2012 AV Act to allow commercial autonomous operations. However, the bill introduces highly restrictive mandates, including a requirement for autonomous vehicle operators to log over 250,000 testing miles within the district before receiving a commercial permit that could lead to regulatory capture for incumbents.Shifting to the delivery sector, Uber made a major move by earmarking approximately €2 billion through 2031 for European expansion, explicitly including autonomous vehicle initiatives alongside its acquisition of Delivery Hero. Meanwhile, Uber's autonomous delivery partner, Avride, launched sidewalk street robot operations in Miami via Uber Eats, having already completed 60,000 trips.On the Foreign Autonomy Desk, Grayson and Walt discuss WeRide's global Level 2++ on-road validation testing alongside Bosch in Germany, France, and Japan. Additionally, government data from Hong Kong reveals that 63 autonomous driving licenses have been issued across seven companies, with Baidu logging 149,129 miles with safety drivers on pre-approved roads.Closing out the show Grayson and Walt analyze Baidu‘s expansion into Kazakhstan and predict local robotaxi manufacturing could begin there within the next 12 to 18 months.Episode Chapters0:00 Tesla's Growing Robotaxi Fleet4:52 Washington DC's Autonomous Vehicle Bill12:03 Uber Acquires Delivery Hero and Bets on Autonomous Delivery18:07 Lucid's Selloff and the Nuro Partner Risk23:19 WeRide's Level 2++ Expansion24:57 Foreign Autonomy Desk27:10 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on Autonomy Signals, Grayson Brulte and Rob Grant discuss Baidu's Apollo Go robotaxi expansion in Hong Kong, the first combat strike using Saronic autonomous vessels on an Iranian naval base, and autonomous drones mapping volcanic gas clouds off the coast of Sicily.Hong Kong issued Baidu three pilot licenses covering 50 vehicles and cleared cross-district driverless trials using its sixth-generation RT6 robotaxis. The city-state's right-hand drive, left-side traffic system turns it into a proving ground for Japan, the UK, Singapore, and Australia, advancing China's Autonomous Belt and Road Initiative and setting up Baidu to export validated autonomy into left-side traffic markets.On July 12, 2026, US Central Command (CENTCOM) executed the first ever combat strike using unmanned surface vessels, deploying three Saronic-built Corsair vessels against Iran's Bandar Abbas Naval Base. The strike marks a doctrinal shift in naval warfare, altering the cost-exchange calculus of maritime conflict as tier one primes reposition themselves as mission integrators and treat autonomous hulls as expendable peripherals to their combat systems.Closing out the show, Grayson and Rob discuss researchers at the Technical University of Munich deploying an autonomous drone on the Italian island of Vulcano to map volcanic gas concentrations at a 5% margin of error, eliminating the need to fly into corrosive plumes.Episode Chapters0:00 KPMG Sponsor Introduction01:34 Signal 1: Baidu's Apollo Go Expansion in Hong Kong18:55 Signal 2: First Autonomous Maritime Combat Strike37:16: Signal 3: Autonomous Drones Mapping Volcanic Gas CloudsFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

アップルがiPhoneなどに搭載する生成AIサービス「Apple Intelligence」が、中国のサイバースペース規制当局への登録を完了しました。

Na een spetterend begin lijkt Space X terug bij af. Het ruimtevaartbedrijf van Elon Musk schommelt een maand na de beursgang weer rond de $135. Is dat te wijten aan een milde afstraffing van tech, of is er meer aan de hand? En is dit een kans voor alle beleggers die bij de IPO naast de pot piesten om alsnog in te stappen? En het zal niet zijn geweest wat ze voor ogen hadden bij Prosus, toen ze Just Eat overnamen: het creëren van een extra grote concurrent. Toch is dat wat er is gebeurd: Prosus moest gedwongen afstand doen van hun andere belang, dat in maaltijdbezorger Delivery Hero. och is het gebeurd. Uber koopt heel Delivery Hero op voor 'n kleine 15 miljard dollar, en wordt zo de grootste maaltijdbezorger buiten China. Wat betekent dat voor Prosus - en voor Uber?!Verder in deze aflevering:- De uitstekende kwartaalcijfers van TSMC- Zaken gaan goed bij Nedap- Apple krijgt toestemming om Apple Intelligence uit te rollen in China- Stijging van het aantal aan AI-bedrijven gerichte bedreigingen- Eli Lilly gaat in de psychedelica- De rechtszaakhattrick bij Paramount Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron una jornada donde la política y la regulación pesaron tanto como los resultados corporativos. TSMC reportó ingresos por encima de lo esperado, con una utilidad neta en máximos históricos y una guía que eleva su expectativa de crecimiento por inteligencia artificial. También revisaron por qué Alibaba y Baidu subieron en Hong Kong tras la aprobación de Apple Intelligence en China. Explicaron el arancel del 25% a Brasil y cerraron con el reporte de ventas minoristas en Estados Unidos. 

Grok, het AI-systeem van Elon Musks AI-bedrijf xAI, maakte het enige tijd terug mogelijk mensen uit te kleden op beelden die door gebruikers werden aangereikt. Een man die dat deed werd eerder dit jaar gearresteerd en nu wordt hij door xAI aangeklaagd wegens het schenden van gebruiksvoorwaarden. Joe van Burik vertelt erover in deze Tech Update. Verder in deze Tech Update: X heeft goedkeuring gekregen van de Europese Commissie op een voorstel om onder meer transparanter te zijn over advertenties, zoals verplicht gesteld door de Digital Services Act Apple heeft goedkeuring gekregen van de Chinese cyberwaakhond om Apple Intelligence aan te bieden (door samenwerking met Alibaba en Baidu) in China See omnystudio.com/listener for privacy information.

Bom dia Tech! Tudo bem? Meu nome é Arthur Givigir e hoje é quinta-feira, dia 16 de julho de 2026 e trago para vc as principais notícias de tecnologia, vamos lá?No episódio de hoje, a OpenAI pode estar preparando seu primeiro dispositivo próprio: uma espécie de caixa de som inteligente, sem tela, com ChatGPT integrado e até partes móveis. Também falo sobre ex-funcionários processando a Meta por supostamente usar IA em demissões, o Apple Intelligence sendo aprovado para uso na China com modelos da Alibaba e Baidu, as ações da IBM despencando após alerta de lucro, o WhatsApp preparando seu próprio backup na nuvem e o Spotify testando uma IA para conversar sobre músicas, podcasts e livros.Quer patrocinar ou fazer uma parceria com o Bom dia Tech? Mande um e-mail para contato@bomdia.teche vamos conversar!ApoioAmazon Now - Entregas em 15 minutos!Notícias00:00: ☀️ Bom dia Tech!00:22:

16/7 Escalation in Iran, la guerra si intensifica. Trump valuta di espandere la campagna militare con truppe di guerra. 
Futures in verde, attesa per trimestrali: focus TSMC dopo i risultati da capogiro di Morgan Stanley e Blackrock. 
JPM, Blackrock e GS testano la tokenizzazione di titoli e bond.
Buffett: difficile trovare valore quando tutti scommettono.
Fink: non c'è così tanta leva rispetto al 2008, molto bullish sui mercati prossimi 12 mesi. 
Brent stabile: IEA usati 3/4 rilascio scorte autorizzato, import cinese a giugno -41%. Treasuries in calo dopo PPI: Warsh dice che AI sarà disinflattiva. 
Chip sell-off e rotazione verso hyperscaler: Philadelphia semiconductor in territorio correzione. 
Anthropic corre verso Ipo per battere OpenAi e Deepseek. Apple nuovo record storico: Via libera auorià cinesi a Apple Intelligence con integrazione Qwen di Alibaba, collaborerà anche con Baidu. Uber vuole Delivery Hero per 12,5 mld di euro. 

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 Asia: domani world AI conference, parla Xi. Listini in rosso, Nikkei -2%. Kospi -6% (entra in territorio orso) con cali a doppia cifra di SK e Samsung. La banca centrale del Sud Corea alza i tassi al 2,75% per la prima volta in tre anni. Jensen Huang in tour in Giappone, partnership per AI fisica. Europa in verde, oggi inflazione in Italia. Bce rimane vigile, dice Nagel, chance aumento tassi settimana prossima sotto 20%.Assemblea ABI: M&A per Panetta non è automatismo. Giorgetti: ruolo del governo nelle banche si è esaurito. Messina su MPs: nostra offerta giusta. Unicredit: via libera Merz, S&P global premia l'istituto verso miglioramento rating due livelli. Learn more about your ad choices. Visit megaphone.fm/adchoices

Na een spetterend begin lijkt Space X terug bij af. Het ruimtevaartbedrijf van Elon Musk schommelt een maand na de beursgang weer rond de $135. Is dat te wijten aan een milde afstraffing van tech, of is er meer aan de hand? En is dit een kans voor alle beleggers die bij de IPO naast de pot piesten om alsnog in te stappen? En het zal niet zijn geweest wat ze voor ogen hadden bij Prosus, toen ze Just Eat overnamen: het creëren van een extra grote concurrent. Toch is dat wat er is gebeurd: Prosus moest gedwongen afstand doen van hun andere belang, dat in maaltijdbezorger Delivery Hero. och is het gebeurd. Uber koopt heel Delivery Hero op voor 'n kleine 15 miljard dollar, en wordt zo de grootste maaltijdbezorger buiten China. Wat betekent dat voor Prosus - en voor Uber?!Verder in deze aflevering:- De uitstekende kwartaalcijfers van TSMC- Zaken gaan goed bij Nedap- Apple krijgt toestemming om Apple Intelligence uit te rollen in China- Stijging van het aantal aan AI-bedrijven gerichte bedreigingen- Eli Lilly gaat in de psychedelica- De rechtszaakhattrick bij Paramount Te gast: Martine Hafkamp van Fintessa Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

In der neuen Ausgabe von maydornsmeinung zeigt sich der Gesamtmarkt trotz Iran-Konflikt, Ölpreisen und Zinsunsicherheit erstaunlich robust. Positive Inflationsdaten aus den USA und ein starker Start der Berichtssaison sorgen für Rückenwind. Die Wahrscheinlichkeit weiterer Zinserhöhungen ist zuletzt deutlich gesunken. Im Fokus steht erneut der KI-Sektor. Die Investitionen der großen Technologiekonzerne in Rechenzentren und KI-Infrastruktur steigen weiter. Maydorn hält Nvidia inzwischen wieder für attraktiv bewertet, während er bei den stark gelaufenen Speicherchip-Aktien zur Vorsicht mahnt. Auch Nebius, Hut 8, Innodata und Penguin Solutions werden besprochen. Bei den chinesischen Tech- und E-Auto-Aktien bleiben Baidu, BYD und XPeng trotz guter operativer Entwicklungen bislang hinter den Erwartungen zurück. Zum Schluss geht es um den Kurseinbruch bei IBM und einen neuen potenziellen KI-Verzehnfacher aus Maydorns Börsenbrief. Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Tesla‘s unsupervised robotaxi launch in Miami, Waymo preparing to bring four new markets online, and NHTSA Administrator Jonathan Morrison's letter to autonomous vehicle operators.On July 3rd, Tesla launched unsupervised robotaxi in Miami, their first market outside of Texas and California. We were there on the ground conducting field research with no safety monitor and no chase vehicle in sight, riding through torrential downpours and flooded streets. The fleet grew from two vehicles on day one to three vehicles by day three, and it was the best unsupervised robotaxi experience we have ever had.While conducting field research, we counted over two dozen Cybercabs staged in Miami, every single one with a steering wheel and a Florida license plate. We believe these are validation vehicles and that Cybercab will be Tesla's major robotaxi launch vehicle. Notably, Tesla's operating domain extends further west than Waymo's, wrapping around the back side of Miami International Airport.As Tesla scales in Miami, NHTSA Administrator Jonathan Morrison sent a letter to autonomous vehicle operators on July 8th citing a pattern of driverless vehicles interfering with police, fire, and EMS. The timing was notable, as our Tesla robotaxi flawlessly pulled over for an ambulance during our Miami rides. Mr. Morrison's approach of loosening hardware rules while tightening behavioral scrutiny is the regulatory framework we believe the industry needs to scale.Waymo opened employee rides in Las Vegas, San Diego, Tampa, and Denver, the final gate before public service. Tampa confirms the call The Road to Autonomy made three weeks ago when we uncovered Waymo's 100,000 square foot warehouse lease near Tampa International Airport.Beyond the four new cities, OMEGA uncovered corporate filings pointing to potential Waymo deployments in France, Spain, and the Netherlands, along with an Alphabet entity in Singapore holding $21 billion that we verified as a wholly owned Waymo subsidiary through the Delaware Chancery Court.On the Foreign Autonomy Desk, Grayson and Walt discuss Baidu publicly disclosing 143,000 autonomous driving miles in Hong Kong and Zelos securing Malaysia's first L4 public road permit for driverless delivery.Episode Chapters0:00 Tesla Launches Robotaxi in Miami8:50 Tesla's Miami Service Area Compared to Waymo's14:35 NHTSA Administrator Jonathan Morrison's Letter to Autonomous Vehicle Operators19:13 Waymo's New Markets: Las Vegas, San Diego, Tampa, and Denver23:02 Denver: Waymo's First Snow and Ice Market26:41 OMEGA uncovers Waymo's European Grand Ambitions29:32 Waymo's Playbook32:01 Uber's Autonomy Partners Struggles34:27 Foreign Autonomy Desk35:21 Next WeekFollow The Road to Autonomy Indices--------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

PODCAST LAS NOTICIAS CON CALLE DE 10 DE JULIO - Israel dice que Irán iba a asesinar a Trump y por eso cambiaron de avión presidencial - CNN 22 personas y empresas se declaran en quiebra por día - El Nuevo Día Gobernadora entrega 200 títulos de propiedad - NEWSPR Acusan a Gian Carlo Piovanetti por vivir como rico cogiendo de tonto a clientes y fraude - El Nuevo Día Plantean darle alivios a ayunadores y cuidadores, costo de 300 millones - El Nuevo Día  PR es el líder en enfermedades raras en todo USA - El Vocero Ciencias Forenses busca encontrar personas desaparecidas para dar paz a familias que no encuentran a sus seres queridos - El Vocero Politank dice que se va a defender de todo esto sal pa fuera - El Vocero Agricultura y comida en aumento de precio por sequía y fertilizantes - El Nuevo Día Nombran fiscal investigadora en caso de Negrón Reichard - El Nuevo DíaUn momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome #incluyeauspicioPetróleo/diésel: Brent ~$76; diésel de EE.UU. al alza más rápida en 4 años; Rusia prohíbe exportar diésel (≈30% de su refinación estuvo fuera el mes pasado)Segundo día de ataques Irán–EE.UU.OpenAI y Google vendieron modelos avanzados a subsidiarias en Singapur de Alibaba, Baidu y Tencent — empresas en la lista negra del Pentágono - FT  LOS DATOS DEL DÍA (snapshot Bloomberg, 10 jul) Brent$76.13 (-0.2%) S&P 500 (futuros)7,580.75 (-0.1%) Nasdaq 100 (futuros)29,817.25 (-0.4%) Bono 10 años4.53% (-0.02) Oro$4,104.95 (-0.5%) Diésel EE.UU.alza más rápida en 4 años (nivel s/c)

Die Wall Street steht nach deutlichen Verlusten erneut stärker unter Druck. Auslöser der jüngsten Verkaufswelle waren Aussagen von Donald Trump, wonach die Waffenruhe mit dem Iran „vorbei“ sei. Gleichzeitig haben die USA iranische Ziele über Nacht angegriffen, und zwar die bedeutendsten seit der Unterzeichnung des Memorandums of Understanding. Trotz der verschärften Rhetorik gehen viele Marktbeobachter davon aus, dass weder Washington noch Teheran an einer erneuten militärischen Eskalation interessiert sind und eine diplomatische Lösung letztlich wahrscheinlicher bleibt. Die Unsicherheit treibt allerdings den Ölpreis weiter nach oben, belastet Anleihen und sorgt für steigende Renditen. Im Fokus stehen außerdem das Protokoll der letzten Fed-Sitzung, das nach der ungewöhnlich knappen Kommunikation von Kevin Warsh für neue Hinweise auf den Zinskurs sorgen könnte. Unternehmensseitig richten sich die Blicke auf Costco mit den Juni-Umsätzen und Levi Strauss nach Börsenschluss. Im Technologiesektor setzt sich die Rotation fort. Während Südkoreas Speicherchip-Hersteller unter Druck stehen, profitieren chinesische Internetwerte wie Alibaba und Baidu. Zudem testet Apple Speicherchips des chinesischen Herstellers CXMT für in China verkaufte Geräte, OpenAI will GPT-5.6 veröffentlichen und Microsoft setzt in einzelnen Produkten zunehmend auf eigene KI-Modelle, um Kosten zu senken. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street steht nach deutlichen Verlusten erneut stärker unter Druck. Auslöser der jüngsten Verkaufswelle waren Aussagen von Donald Trump, wonach die Waffenruhe mit dem Iran „vorbei“ sei. Gleichzeitig haben die USA iranische Ziele über Nacht angegriffen, und zwar die bedeutendsten seit der Unterzeichnung des Memorandums of Understanding. Trotz der verschärften Rhetorik gehen viele Marktbeobachter davon aus, dass weder Washington noch Teheran an einer erneuten militärischen Eskalation interessiert sind und eine diplomatische Lösung letztlich wahrscheinlicher bleibt. Die Unsicherheit treibt allerdings den Ölpreis weiter nach oben, belastet Anleihen und sorgt für steigende Renditen. Im Fokus stehen außerdem das Protokoll der letzten Fed-Sitzung, das nach der ungewöhnlich knappen Kommunikation von Kevin Warsh für neue Hinweise auf den Zinskurs sorgen könnte. Unternehmensseitig richten sich die Blicke auf Costco mit den Juni-Umsätzen und Levi Strauss nach Börsenschluss. Im Technologiesektor setzt sich die Rotation fort. Während Südkoreas Speicherchip-Hersteller unter Druck stehen, profitieren chinesische Internetwerte wie Alibaba und Baidu. Zudem testet Apple Speicherchips des chinesischen Herstellers CXMT für in China verkaufte Geräte, OpenAI will GPT-5.6 veröffentlichen und Microsoft setzt in einzelnen Produkten zunehmend auf eigene KI-Modelle, um Kosten zu senken. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models — and then give them away for free? Bryan Catanzaro is VP of Applied Deep Learning Research at NVIDIA and one of the people whose work quietly underpins modern AI: he helped create cuDNN (NVIDIA's first deep learning product), co-invented DLSS, and named and built Megatron, the framework behind how much of the industry trains large models. Today he leads Nemotron, NVIDIA's family of open models — and Nemotron 3 Ultra, released just weeks ago, is one of the strongest open-weights models to come out of the US.Matt Turck sits down with Bryan for a genuinely deep conversation: the real business logic behind a chip company building its own models, the state of open vs. closed AI, and whether the US is falling behind China in open models. Then they go inside Nemotron itself — four-bit (NVFP4) pretraining, hybrid Mamba-Transformer architecture, mixture-of-experts, multi-token prediction, and multi-teacher distillation — all explained in plain language. Plus a rare look at how a modern AI research org actually runs, what it was like working alongside Andrew Ng and Dario Amodei at Baidu, why Bryan doesn't believe in the singularity, and his contrarian case that open AI is safer than closed.A reference conversation for anyone trying to understand where AI is really headed.(00:00) — Cold open & Intro(01:33) — Is open source AI catching the frontier?(05:29) — Do closed labs blocking distillation slow open source down?(07:42) — Is the US falling behind China?(10:30) — Why companies actually choose open models(12:39) — A "crazy" 2008 bet: machine learning on GPUs(15:33) — Working with Andrew Ng and Dario Amodei at Baidu(17:41) — Coming back to NVIDIA: DLSS and the birth of Megatron(21:55) — The real reason NVIDIA builds its own models(24:28) — Is Moore's Law really dead?(33:37) — The Nemotron family: Nano, Super, Ultra(35:09) — Built for agents: why NVIDIA bets on speed(36:02) — How you train a 550B model in 4 bits(39:25) — Hybrid Mamba-Transformer, explained simply(42:31) — Mixture of experts — and why NVIDIA built NVL72 around it(47:26) — Why a 1-million-token context window matters(49:26) — Multi-token prediction: how the model predicts 5 tokens at once(52:47) — Multi-teacher distillation: teaching one model from many(58:01) — Where reinforcement learning goes next(01:00:16) — Inside NVIDIA's research org: "the mission is the boss"(01:04:03) — How NVIDIA decides who gets the GPUs(01:10:53) — Why NVIDIA still feels entrepreneurial after 33 years(01:12:58) — Why Bryan doesn't believe in the singularity(01:17:50) — The AI backlash(01:19:18) — The controversial case: open AI is safer than closed

In deze video worden de volgende onderwerpen besproken door Albert Jellema en Jordy Beuving: Prosus, Japanse Yen, Tencent, Baidu, kooptip, ASML deze week. Beleg slim met MEXEM: toegang tot aandelen, ETF's, opties en meer op 170+ beurzen wereldwijd. Profiteer van 2 gratis ETF-transacties per maand, lage kosten en de betrouwbare infrastructuur van Interactive Brokers.Ontdek Mexem: https://www.lp2.mexem.com/de-aandeelhouderTijdslijn:00:00 - 01:52 Opening01:52 - 08:05 Jaarcijfers Prosus08:05 - 11:25 Japanse Yen11:25 - 18:10 Baidu chipdivisie IPO in aantocht18:10 - 24:23 Terugblikken op kooptip van mei 202624:23 - ASML #beurs #deaandeelhouder #beleggen #investing #tech

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Nagarro verdoppelt sich. Trump kauft Axon vor Großbestellung. Telekom treibt Fusion mit T-Mobile voran. SpaceX macht Druck. Comcast spaltet sich. Rocket Lab will Iridium. Alphabet steigt in Dow Jones. Baidu will Chips verkaufen. Samsung & SK investieren. Netflix (WKN: 552484) hat sich fast halbiert und wird nur noch mit KGV 21 gehandelt. Streaming, Werbung, Gaming. Reicht das für die Wende? British American Tobacco (WKN: 916018) streicht 20% der Jobs. Trotzdem spannend: Tabak ist unabhängig von KI, Pouches und Vapes wachsen. 5% Dividendenrendite und KCV von 13. Diesen Podcast vom 30.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

News Connect（ニュースコネクト）あなたと経済をつなぐ5分間1日1つ、5分間で、国際政治や海外のビジネスシーンを中心に、世界のメガトレンドがわかる重要ニュースを解説。朝の支度や散歩、通勤、家事の時間などにお聴きいただけるとうれしいです。▼出演：野村高文（Podcastプロデューサー／Podcast Studio Chronicle代表）https://x.com/nmrtkfm▼支援プログラム「Chronicleサポーター」については、こちらをご参照ください。https://chronicle-inc.net/supporthttps://note.com/t_nomura/n/n43e514e703b4▼参考ニュース：These companies are battling for robotaxi dominancehttps://www.usatoday.com/story/cars/research/2026/03/18/robotaxi-autonomous-competitors-tesla-waymo-zoox/89207133007/New Tesla ‘Full Self-Driving' class action hilariously cites Electrekhttps://electrek.co/2026/06/29/tesla-fsd-class-action-quotes-electrek/Trump's DOT proposes new rules for driverless vehicleshttps://www.businessinsider.com/no-brakes-trumps-dot-pedal-free-tesla-zoox-2026-6Waymo Recalling Almost 4000 Autonomous Vehicles for Driving Into Construction Zoneshttps://www.roadandtrack.com/news/a71664171/waymos-recall-driving-into-closed-construction-zones/China is closing the gap with U.S. on self-driving techhttps://www.cbtnews.com/china-closing-the-gap-on-self-driving-tech/Baidu's Apollo Go Overtakes Waymo as Chinese Robotaxi Operators Claim Three of Top Five Global Spotshttps://equalocean.com/news/2026062521966-baidus-apollo-go-overtakes-waymo-as-chinese-robotaxi-operators-claim-three-topWP29が自動運転「レベル4」の国際基準採択で合意　2027年1月発効予定https://www.aba-j.or.jp/info/industry/27469/自動運転技術のティアフォー、上場へhttps://tier4.co.jp/The human eye may hold the fix for self-driving carshttps://newatlas.com/technology/eye-inspired-photomemristor-self-driving-cars/Why Are We Still Driving?https://www.nytimes.com/2026/04/30/opinion/waymo-self-driving-cars-andrew-miller.htmlRobotaxi Expansion Tracker 2026https://presenc.ai/research/robotaxi-expansion-tracker-2026▼Podcast Studio Chronicle公式サイトhttps://chronicle-inc.net/

CNBC reported that Baidu's AI chip unit, Kunlunxin, is targeting a $50 billion Hong Kong IPO, sending Baidu shares up about seven percent. Kunlunxin designs AI accelerators deployed across Baidu AI Cloud and complements Baidu's Ernie large language model and Ernie Bot. The potential listing would test demand for semiconductor assets in Hong Kong and broaden Baidu's investor base. U.S. export controls on advanced GPUs have pushed Chinese firms, including Baidu, Huawei, Alibaba, and Tencent, to accelerate in house chip programs. A public offering could fund R&D, manufacturing partnerships, and software tools, while adding market discipline to the unit's performance. For founders, the move signals continued competition for AI compute, growing domestic silicon options in Asia, and the need to diversify across accelerators and regions.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Qualcomm and Mobileye‘s differing robotaxi strategies, NHTSA removing the physical brake requirement for autonomous vehicles and the New York State Legislature failing to advance an autonomous driving bill.As Congress moves on the Build America 250 Act to legalize autonomous trucking and advances a national framework for autonomous vehicles, Grayson and Walt note that federal action could preempt the hostile policies blocking deployment in New York, New Jersey and Massachusetts.On the robotaxi side of the business, Mobileye signaled it wants to own and operate a fleet, a press release Grayson flagged for having no city permits and no SEC trail. Walt likened the pivot to BlackBerry building its own product to validate the technology, while Qualcomm took the opposite path at its Investor Day, positioning the company as a low-cost autonomous driving solutions provider that will only supply the Snapdragon automotive platform to enable OEMs to scale their businesses as Qualcomm's automotive business climbs toward $10 billion by fiscal 2029.Before segueing into the Foreign Autonomy Desk, Grayson and Walt debate Tesla's robotaxi turning one year old still short of 100 cars in Austin, Uber's week of deals and Waymo pausing service around a World Cup stadium, on highways and in some cases heavy rain, leading the hosts to wonder if there is a sensor issue.On the Foreign Autonomy Desk, China's Autonomous Belt and Road Initiative continues to accelerate across the globe with Pony.ai launching commercial service in Singapore, Baidu partnering with Swiss Post and WeRide and Uber preparing to launch commercial service in Switzerland.Episode Chapters0:00 Back from Hiatus01:46 New York Continues to Be Hostile to Autonomous Vehicles 05:07 Uber Continues Global Robotaxi Expansion 06:56 The Rise of Non-Binding MOUs10:28 Waymo Opens Nashville Market12:16 Waymo's On-Going Sensor Issues 14:53 Tesla Robotaxi One-Year Launch Anniversary16:12 Mobileye's Robotaxi Fleet Ambitions21:04 Qualcomm's Growing Automotive Business28:50 May Mobility's European Expansion35:36 China's Autonomous Belt and Road Initiative Continues 36:47 Zoox Design Update38:27 Nvidia's Neibus Investment41:20 The Road to Autonomy Indices Launch43:58 Next WeekFollow The Road to Autonomy Indices --------About The Road to AutonomyThe Road to Autonomy is the leading applied intelligence platform covering the convergence of automation, autonomy, and the Autonomy Economy.™.Through our podcasts, newsletter, indices and proprietary applied intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth.Join institutional investors and industry leaders who read This Week in The Autonomy Economy every Sunday. Each edition delivers exclusive insight and commentary on the autonomy economy, helping you stay ahead of what's next.Sign up for This Week in The Autonomy Economy newsletterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Italia cresce il numero di persone che vivono in una casa di proprietà e aumenta anche l'attività del mercato immobiliare. Secondo Eurostat, nell'ultimo decennio il nostro Paese ha registrato l'incremento più significativo in Europa della quota di residenti proprietari dell'abitazione in cui vivono, arrivando a sfiorare l'80% della popolazione contro una media europea del 68,5%. Un dato che però, secondo alcuni osservatori, riflette anche le difficoltà di molti giovani a lasciare la casa dei genitori. Intanto continuano a crescere compravendite e prezzi. Nel primo trimestre del 2026, secondo le stime preliminari Istat, i prezzi delle abitazioni sono aumentati del 5,2% su base annua. Nel 2025 le compravendite hanno superato le 766 mila unità, con una crescita superiore al 6%, trainata soprattutto dai grandi centri urbani e dal Nord-Ovest. Aumentano anche i mutui, favoriti dal calo dei tassi e dagli strumenti pubblici di sostegno.Secondo Unimpresa, nel 2025 il Fondo di Garanzia Prima Casa gestito da Consap ha consentito l'erogazione di mutui garantiti dallo Stato per circa 9 miliardi di euro, il 50% in più rispetto all'anno precedente. Gli under 36 restano la categoria che beneficia maggiormente di questi finanziamenti e un acquirente su quattro oggi ha tra i 18 e i 35 anni. Ne parliamo con Giuseppe Spadafora, vicepresidente di Unimpresa. Si inaspriscono le tensioni commerciali e la Cina annuncia sanzioni contro 10 aziende USAA poco più di un mese dall'incontro di Pechino tra Donald Trump e Xi Jinping, tornano a crescere le tensioni tra Stati Uniti e Cina. Pechino ha annunciato nuove restrizioni nei confronti di dieci aziende americane attive nei settori della difesa, dell'aerospazio e delle terre rare, vietando agli esportatori cinesi di fornire loro beni a duplice uso, cioè utilizzabili sia per scopi civili sia militari. La misura arriva come risposta all'allargamento da parte di Washington della lista delle aziende cinesi considerate collegate alle forze armate di Pechino. Tra i gruppi inseriti dagli Stati Uniti figurano colossi come Alibaba, Baidu e BYD. Contestualmente, il Ministero delle Finanze cinese ha vietato agli enti pubblici l'acquisto di prodotti di 46 aziende americane, tra cui Lockheed Martin, Raytheon e alcune divisioni di General Dynamics. Nonostante i tentativi di distensione e la volontà dichiarata di ridurre le tensioni commerciali e tariffarie, il confronto tra le due maggiori economie mondiali torna quindi a concentrarsi su tecnologia, difesa e controllo delle catene di approvvigionamento strategiche. Analizziamo le implicazioni economiche e geopolitiche di questa nuova escalation con Alessandro Plateroti, direttore editoriale di UCapital.com.Italia-Usa, export e interscambio oltre i 110 miliardi di dollari nonostante i daziNonostante il clima di incertezza generato dai dazi e dalle politiche di reshoring promosse dall'amministrazione americana, i rapporti economici tra Italia e Stati Uniti continuano a mostrare una notevole solidità. Secondo quanto dichiarato da Simone Crolla, consigliere delegato della American Chamber of Commerce in Italy, nel 2026 l'export italiano verso gli Stati Uniti è cresciuto e l'interscambio complessivo tra i due Paesi ha superato i 110 miliardi di dollari. Il 2025 è stato un anno record per gli scambi commerciali e, pur in presenza di una possibile lieve contrazione rispetto ai livelli eccezionali raggiunti, il 2026 dovrebbe comunque confermarsi su valori superiori a quelli registrati negli anni precedenti. A pesare resta soprattutto l'incertezza legata alla politica commerciale americana, che continua a influenzare le decisioni di investimento e le strategie delle imprese. Sul piano politico, Crolla si è detto convinto che le recenti tensioni tra Giorgia Meloni e Donald Trump non comprometteranno il rapporto tra i due Paesi, sostenendo che i rispettivi leader sapranno ritrovare un'intesa e rafforzare una relazione che resta centrale sia sul piano economico sia su quello strategico. Ne parliamo con Davide Allegra, membro della American Chamber of Commerce in Italy.

Waymo, Baidu und das KI-Start-up Wayve wollen in London ihre Robotaxi-Dienste starten – und anschließend auch nach Deutschland expandieren. Wer wird den Markt dominieren, wer verlieren? Darüber spricht in dieser Podcastfolge Host Henning Hinze mit Redakteur Jonas Rest. Weiterführende Links: Waymo, Baidu und Wayve: Kampf der Robotaxi-Anbieter um die Vorherrschaft in Europa Dienst ausgesetzt: Waymo-Robotaxis bleiben im Regen stecken Tech Update: Kampf um Europa – Robotaxis wollen von London aus den Kontinent erobern Autonomes Fahren: Uber und Autobrains wollen mit Robotaxis in München starten Zum manager magazin Abo Newsletter Tech Update Der wöchentliche Newsletter mit exklusiven Recherchen und Inside-Reports aus der Tech- und Start-up-Welt. Hier geht es zur Anmeldung! Host: Henning Hinze (Redakteur manager magazin)Gast: Jonas Rest (Redakteur manager magazin)Schnitt, Mixing/Mastering: Felix KleinProduktion: Nele Geiger, Sven Bergmann+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die manager-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle Podcasts der manager Gruppe finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei manager+. Jetzt drei Monate für nur € 10,- mtl. lesen und 50% sparen manager-magazin.de/abonnieren Informationen zu unserer Datenschutzerklärung.

Alice Han and special guest Ed Elson break down how Chinese investors are increasingly being shut out of America's hottest IPOs — even as China pours hundreds of billions into AI, robotics, and next-generation tech. They talk about the growing financial and technological divide between the U.S. and China, the Pentagon's decision to label companies like Alibaba, BYD, and Baidu as “Chinese Military Companies” and whether Washington and Beijing are entering a new era of financial decoupling. They also look at the big Chinese companies that could be next to IPO, and who China's Elon Musk might be.  Plus: the growing worker backlash as AI transforms China's labor market. Subscribe to China Decode on Substack for weekly analysis, livestreams, and deep dives into the biggest story shaping the global economy: chinadecode.profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Pentagon's decision to add multiple Chinese companies — including e-commerce giant Alibaba, search engine Baidu and electric vehicle manufacturer BYD — to its updated Section 1260H list of alleged "Chinese military companies" is a groundless suppression of Chinese enterprises that severely harms their legitimate rights and interests.美国五角大楼更新所谓 "中国军方公司" 第 1260H 条款清单，将电商巨头阿里巴巴、搜索引擎百度、电动汽车制造商比亚迪等多家中国企业列入其中。这是对中国企业的无端打压，严重损害了中国企业的合法权益。The misleading designation mainly restricts Pentagon procurement and serves as a warning signal to investors and government agencies. The US administration is using the list to target China's technology companies by means of weaponized trade restrictions.这份误导性的清单主要用于限制五角大楼采购，同时向投资者和政府机构发出警示。美国政府正将贸易限制武器化，借这份清单打压中国科技企业。As a spokesperson for China's Ministry of Commerce said on Saturday in a statement on the US Department of Defense's decision, the US side has ignored the consensus reached during the meeting between the heads of state of the two countries in Beijing, disregarded the overall interests of bilateral economic and trade relations, continuously generalized the concept of "national security" and abused state power to unjustifiably suppress Chinese enterprises.中国商务部发言人周六就美方决定发表声明。发言人指出，美方无视两国元首北京会晤达成的共识，不顾双边经贸关系大局，不断泛化 "国家安全" 概念，滥用国家权力无端打压中国企业。The Pentagon's list now extends far beyond enterprises traditionally associated with weapons production and increasingly encompasses sectors that sit at the center of the global digital economy and high-tech innovation.如今，五角大楼这份清单的覆盖范围早已超出传统军工企业，越来越多地伸向全球数字经济和科技创新的核心领域。In the eyes of the US administration, technologies once regarded as commercial — semiconductors, artificial intelligence, cloud computing, batteries, robotics and advanced manufacturing — have become strategic assets with military implications. The distinction between civilian and military technology is fading. This shines a light on the US administration's reliance on sanctions as a sop for the US' growing anxiety about the loss of its competitiveness in advanced technology.在美国政府眼中，半导体、人工智能、云计算、电池、机器人、先进制造这些原本的民用技术，都成了带有军事意义的战略资产，军民技术的界限正在被刻意模糊。这充分暴露了一个事实：美国对自身先进技术竞争力的流失越来越焦虑，只能靠制裁来缓解这种焦虑。The US administration's increasingly expansive use of "security" instruments targeting Chinese companies suggests a superpower grappling with the uncomfortable reality that the US' technological leadership can no longer be taken for granted. So the Pentagon's latest action can be interpreted as part of a broader strategy aimed at "decoupling" from China's supply chains and weakening its high-tech competitiveness.美国针对中国企业越来越频繁地动用 "安全" 工具，恰恰说明这个超级大国正在面对一个难以接受的现实：美国的技术领先地位，早已不是理所当然。五角大楼此次的最新举动，就是其对华供应链 "脱钩"、削弱中国高科技竞争力这一整体战略的一部分。In practice, the US move is forcing the formation of parallel technological systems. In doing so, it is seriously disrupting the international economic and trade order, undermining the stability of global industry and supply chains, and dramatically increasing the operating costs of the world economy and global trade.美方此举实际上是在强行推动两套技术体系并行。这严重扰乱了国际经贸秩序，破坏了全球产业链供应链稳定，大幅推高了世界经济和全球贸易的运行成本。The outcomes achieved by China and the US under mechanisms such as bilateral economic and trade consultations should also be understood and assessed within this broader context of the cumulative effect of the US administration's export controls, investment restrictions, entity listings and military-company designation.中美通过双边经贸磋商等机制取得的所有成果，都要放在这个大背景下评估。美方不断出台出口管制、投资限制、实体清单、军方认定等措施，其累积效应正在持续侵蚀双方合作的基础。The danger is that the US side is forcing China-US economic relations to become trapped in a self-reinforcing cycle. Washington always sees "security threats" and imposes restrictions. That leaves Beijing no choice but to take corresponding countermeasures.更危险的是，美方正迫使中美经贸关系陷入恶性循环：华盛顿总能找到 "安全威胁" 的借口实施限制，北京则不得不采取相应反制措施。China urges the US side to stop its wrong practices, revoke the relevant measures, return to the right track of building a constructive China-US relationship of strategic stability, and provide fair, just and nondiscriminatory treatment to Chinese companies, said the spokesperson for the Ministry of Commerce of China.中国商务部发言人表示，中方敦促美方立即停止错误做法，撤销相关措施，回到构建具有战略稳定性的中美建设性关系的正确轨道，为中国企业提供公平、公正、非歧视的营商环境。Otherwise, China will take resolute and strong countermeasures, and all consequences and responsibilities arising therefrom shall be borne by the US side, the spokesperson added.发言人强调，否则中方将采取坚决有力的反制措施，由此产生的一切后果和责任，完全由美方承担。Neither the trend of economic globalization nor the laws of the market will allow the US to use political force to impose parallel technological systems on the world without causing significant harm — both globally and to itself. The global economy remains deeply intertwined, and the technologies of the future depend on complex international supply chains that stretch from Silicon Valley to Shenzhen.经济全球化的大势不会逆转，市场规律也不会以人的意志为转移。美国不可能动用政治力量强行在全球推行两套并行的技术体系而不付出代价 —— 这种伤害既针对全世界，最终也会反噬美国自身。全球经济早已深度融合，未来的技术发展，离不开从硅谷到深圳这条完整的国际供应链。If the US president's first visit to China in nine years last month was intended to stabilize relations, the Pentagon's latest move does the opposite. While the Chinese side has made clear its willingness to steady bilateral ties through cooperation and exchanges, the US side seems intent on demonstrating its readiness to further embed what it sees as Sino-US strategic competition in commerce, technology and finance.如果说上月美国总统九年来首次访华是为了稳定两国关系，那么五角大楼此次的举动，完全是在背道而驰。中方已经明确表态，愿意通过合作交流稳定双边关系，但美方却执意要将所谓的中美战略竞争，进一步嵌入经贸、科技、金融的方方面面。And once "national security" becomes the organizing principle of economic policy, every company risks being used as a soldier. The Pentagon's latest blacklist suggests that such a future might already have arrived.一旦 "国家安全" 成为经济政策的最高原则，每家企业都可能沦为大国博弈的棋子。五角大楼这份最新的黑名单告诉我们：这样的未来，或许已经到来。suppression /səˈpreʃn/ n. 打压，压制decoupling /diːˈkʌplɪŋ/ n. 脱钩countermeasure /ˈkaʊntəmeʒə(r)/ n. 反制措施sanction /ˈsæŋkʃn/ n. 制裁

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

VOV1 - Bộ Thương mại Trung Quốc ngày 13/6 cáo buộc việc Mỹ đưa nhiều doanh nghiệp Trung Quốc vào “danh sách doanh nghiệp quân sự” là động thái phớt lờ đồng thuận đạt được giữa nguyên thủ hai nước và gây tổn hại nghiêm trọng tới quan hệ kinh tế - thương mại song phương.Trong phản hồi đăng tải trên trang web chính thức dưới hình thức trả lời câu hỏi báo chí, người phát ngôn Bộ Thương mại Trung Quốc nêu rõ, phía Mỹ đã “phớt lờ đồng thuận quan trọng đạt được tại cuộc gặp giữa lãnh đạo hai nước ở Bắc Kinh”, đồng thời không tính đến tổng thể quan hệ kinh tế - thương mại Trung - Mỹ. Người phát ngôn cáo buộc Mỹ liên tục mở rộng khái niệm an ninh quốc gia, lạm dụng quyền lực nhà nước để gây sức ép và “đàn áp vô lý” đối với các doanh nghiệp Trung Quốc.Theo phía Trung Quốc, các biện pháp của Mỹ đã “phá hoại nghiêm trọng trật tự kinh tế - thương mại quốc tế”, làm gián đoạn sự ổn định của chuỗi cung ứng và sản xuất toàn cầu, đồng thời xâm hại quyền và lợi ích hợp pháp của doanh nghiệp Trung Quốc.Bộ Thương mại Trung Quốc kêu gọi Mỹ “lập tức chấm dứt các hành động sai lầm, hủy bỏ các biện pháp liên quan”, đồng thời quay trở lại “quỹ đạo đúng đắn” trong việc xây dựng quan hệ chiến lược ổn định và mang tính xây dựng giữa hai nước. Trung Quốc cũng yêu cầu Mỹ đảm bảo môi trường cạnh tranh công bằng, không phân biệt đối xử đối với doanh nghiệp Trung Quốc.Cơ quan này cảnh báo, nếu phía Mỹ không thay đổi lập trường, Trung Quốc sẽ áp dụng các biện pháp đáp trả mạnh mẽ.Trước đó, ngày 8/6, Bộ Quốc phòng Mỹ đã công bố phiên bản mới nhất của “Danh sách doanh nghiệp công nghiệp quốc phòng Trung Quốc” (danh sách 1260H), bổ sung hơn 10 doanh nghiệp lớn của Trung Quốc trong các lĩnh vực công nghệ, sinh học – dược phẩm, năng lượng quang điện và robot.Danh sách cập nhật bao gồm tổng cộng 80 tập đoàn và gần 188 thực thể liên quan, trong đó có nhiều tên tuổi lớn như Alibaba, Baidu, BYD, NIO, WuXi AppTec, Trina Solar và Unitree Robotics./.Trung Kiên/VOV Bắc KinhẢnh minh họa. reuters

The headlines about China's economy often tell two contradictory stories at once: recovery and stagnation, consumer confidence and persistent caution, tech boom and structural drag. Making sense of what's actually happening requires someone who's tracking the data closely, week by week, from the ground up. Robert Wu does exactly that through Baiguan, a consultancy and popular newsletter that covers the Chinese economy, consumer trends, and business developments.In this episode, Robert gives us his unfiltered read on the state of China's economy in 2026. He breaks down two trends his recent newsletter highlighted: what's happening in the real estate market and whether salary recovery is real or overstated. He also assesses consumer sentiment and what it's actually showing up in spending behaviour across categories.Robert then takes us through a series of sector-specific spotlights: the auto market and whether robotaxis are genuinely scaling or still in hype territory; Pop Mart's trajectory and what it signals about Chinese consumer brands going global; DeepSeek's latest model and what it reveals about China's AI competitive position; and the food delivery war between Meituan and its challengers, and what that tells us about the state of China's consumer internet.He closes with the key variables that will shape the rest of the Chinese economy in 2026, and what international businesses should understand about China that isn't making it into the headlines. Discussion Points·       What Baiguan is, who Robert writes for, and what led him to cover the Chinese economy·       High-level read on the state of China's economy in 2026: recovery, stagnation, or something more complex·       Real estate market update: what the data is showing and whether the sector has turned a corner·       Salary recovery: how real it is, which segments are seeing it, and what it means for consumer spending·       Consumer sentiment assessment: how people are actually feeling and how it's showing up in spending patterns·       Auto market dynamics and the robotaxi question: genuine scaling or early-stage hype·       Pop Mart: bullish or bearish, and what its trajectory tells us about C-brand globalisation·       DeepSeek's new model and what it signals about China's AI competitive position relative to the West·       The food delivery war: who's winning, who's losing, and what it reveals about China's consumer internet·       Key variables to watch for the rest of 2026 and what international businesses are missing about China

On today's show Andrew and Bill begin with takeaways from Xi's visit to North Korea this week, including the conspicuous silence on North Korea's nuclearization, Kim Jong Un's assistance to Russia's war in Ukraine, Beijing as Kim's top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang's strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.

En este episodio de El Brieff, Donald Trump sacude el comercio de Norteamérica al poner en duda la renovación del T-MEC e afirmar que Estados Unidos “no necesita nada” de México o Canadá. Irán cierra el estrecho de Ormuz y amenaza el comercio global de energía mientras enfrenta nuevos ataques estadounidenses. Trump dice que “ama la inflación” en Estados Unidos, que subió 4.2% anual. Sheinbaum blinda la inauguración del Mundial en el Estadio Azteca y México acelera inversiones estratégicas con autorizaciones en 30 días. El Senado ratifica el nuevo embajador en Washington, restaurantes pagarán hasta 22,000 pesos por transmitir el Mundial, Gustavo Petro enfrenta una propuesta de suspensión en Colombia, y Netflix, Baidu y Anthropic avanzan en tecnología.Recibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@strtgy.ai Hosted on Acast. See acast.com/privacy for more information.

El gobierno federal dijo que habrá trabajo a distancia para oficinas públicas en la capital y suspendió clases el día de la inauguración del Mundial 2026, para que la ciudad funcione de manera más ordenada.El canciller mexicano Roberto Velasco y el secretario de Estado estadounidense, Marco Rubio, se echaron un fonazo. De acuerdo con los gobiernos de México y Estados Unidos, la conversación se desarrolló en un tono cordial.El PAN sufrió uno de sus peores resultados electorales en Coahuila tras las elecciones legislativas del 7 de junio y perdió su registro en el estado. Karim Khan, fiscal jefe de la Corte Penal Internacional, fue suspendido y está siendo investigado por presunta conducta sexual indebida contra una asistente.El Departamento de Defensa incluyó a gigantes tecnológicos e industriales como Alibaba, Baidu y BYD en su lista de “empresas militares chinas”. Justo 40 años después de haber creado los carteles para el Mundial 1986, la reconocida fotógrafa estadounidense Annie Leibovitz regresó al mundo del fútbol con la exposición “Futbol 2026”. Y para el vaso medio lleno… Un equipo internacional de científicos descubrió más de 70 posibles especies nuevas para la ciencia en la meseta de Lisima, en Angola. Para enterarte de más noticias, suscríbete aquí a nuestro newsletter y síguenos en redes sociales. Estamos en todas las plataformas como Te lo cuento. Hosted on Acast. See acast.com/privacy for more information.

Beijing has criticized Washington for adding several Chinese companies to a list of entities allegedly supporting China's military, urging the United States to "correct its erroneous practices".中方批评美方将多家中国企业列入一份所谓的“涉军”实体清单，并敦促美方“纠正错误做法”。On Monday, the US Defense Department added several major Chinese companies, including Alibaba, Baidu and BYD, to the list, according to US media.据美国媒体报道，美国国防部于6月8日将阿里巴巴、百度、比亚迪等多家中国知名企业列入该清单。Responding at a daily news briefing in Beijing on Tuesday, Foreign Ministry spokesman Lin Jian said, "China has consistently and firmly opposed the US overstretching the concept of national security and formulating various types of discriminatory lists to go after Chinese businesses.中国外交部发言人林剑6月9日在北京举行的例行记者会上回应称，“中方一贯坚决反对美方泛化国家安全概念，划设各类名目的歧视性清单，无理打压中国企业。"We urge the US to correct its erroneous practices and stop its unwarranted suppression of Chinese enterprises," Lin said.“我们敦促美方纠正错误做法，停止对中国企业的无理打压，”林剑表示。China will take necessary measures to firmly safeguard the legitimate rights and interests of Chinese enterprises, he added.他补充道，中方将采取必要措施，坚定维护中国企业的正当合法权益。According to leading IT news portal TechCrunch, the list — known as the 1260H list, after the specific section of the 2021 National Defense Authorization Act that created it — "is just one tool that the US has used to place restrictions on Chinese tech".据美国知名科技资讯网站TechCrunch报道，这份所谓的“1260H清单”是根据美国《2021财年国防授权法案》第1260H条款设立，“仅仅是美国用来限制中国科技发展的工具之一”。The updated list, which supersedes an earlier 2025 version, now includes a broad swathe of China's top technology companies, according to Reuters.据路透社报道，更新后的清单取代了2025年的先前版本，如今涵盖了中国一大批顶尖科技公司。It also reported that other companies added include biotech enterprise WuXi AppTec, artificial intelligence-driven robotics company RoboSense Technology Co and Unitree, a leading Chinese maker of humanoid and quadruped robots.报道还指出，被新增列入的其他企业包括生物科技企业药明康德、人工智能驱动的机器人公司速腾聚创，以及中国领先的人形与四足机器人制造商宇树科技。Baidu said in a statement to Tech-Crunch that "the suggestion that Baidu is a military company is entirely baseless. We will not hesitate to use all options available to us to have the company removed from the list".百度在给TechCrunch的一份声明中表示，“所谓百度是一家军工企业的说法毫无根据。我们将毫不犹豫地利用一切可用手段将该公司从清单中移除。”Alibaba told TechCrunch that it "is not a Chinese military company nor part of any military-civil fusion strategy", adding that it will take all available legal action against attempts to misrepresent the company.阿里巴巴在给TechCrunch的声明中表示，其“既不是中国军工企业，也未参与任何军民融合战略”，并补充称，将对任何试图歪曲该公司的行为采取一切可用的法律行动。discriminatory list /dɪˈskrɪmɪnətəri lɪst/歧视性清单unwarranted suppression /ʌnˈwɒrəntɪd səˈpreʃən/无理打压1260H list /wʌn tuː sɪks əʊ eɪtʃ lɪst/ 1260H清单（美国防授权法案第1260H条）National Defense Authorization Act (NDAA) /ˈnæʃənəl dɪˈfens ˌɔːθəraɪˈzeɪʃən ækt/国防授权法案quadruped robot /ˈkwɒdrʊped ˈrəʊbɒt/四足机器人military-civil fusion strategy /ˈmɪlɪtəri ˈsɪvəl ˈfjuːʒən ˈstrætədʒi/军民融合战略

A.M. Edition for June 9. OpenAI has privately filed for an IPO, setting the ChatGPT creator up to potentially listing as soon as this fall. WSJ tech reporter Sam Schechner says the filing comes amid intense competition with rival Anthropic and Elon Musk's SpaceX and who will get the biggest slice of public investor money this year. Plus, the Pentagon targets Alibaba, Baidu and BYD in a new Chinese military blacklist. And from London Tech Week, our conversation with the founder of AI voice company ElevenLabs, Mati Staniszewski. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Alibaba and Baidu face U.S. restrictions under an updated Pentagon list. And Chinese exports accelerated in May in a big boost to the struggling economy. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

US President Trump said they are negotiating regarding Iran and a victory will happen very soon; he stated they will declare total victory in two weeks; Brent Aug'26 -1.1%Trump was said to have warned Israeli PM Netanyahu that if he turns escalation into war, he will be left alone against Iran. He also told the Israeli PM that if he does not get an Iran deal within a few days, he would lead the strikes on Iran.A top Iranian official casted doubt on a deal being imminently reached between the US and Iran, telling CNN that major roadblocks persist on issues like Iran's nuclear program and uranium enrichment.Pentagon accused several Chinese tech-giants (Alibaba, Baidu, BYD, Tencent) of aiding the Chinese military.APAC stocks traded mixed; European equity futures are indicative of a slightly weaker open.DXY is incrementally lower with G10s broadly firmer, and the Kiwi outperforms.Looking ahead, highlights include German Balance of Trade, Exports, Imports (Apr), Mexican Inflation (May), US ADP Weekly Change, Exports/Imports, Atlanta Fed GDP, Existing Home Sales (May), Wholesale Inventories (Apr), Canadian Exports/Imports (Apr), EIA STEO (Jun), Comments from ECB President Lagarde, Supply from Netherlands, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Trump administration released the updated version of the list four months ago and then quickly pulled it without explaining why Also, as AI experimentation grows more expensive, Apple is waiving cloud API costs for developers with fewer than 2 million first-time App Store downloads. And Tools for Humanity, Sam Altman's identify verification company, is reportedly struggling to generate revenue and will downsize its staff. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The AI race just shifted into a higher gear. Hosted by Michelle Martin this episode unpacks OpenAI’s blockbuster IPO filing, Apple’s long-awaited AI strategy and Elon Musk’s latest vision for SpaceX-powered AI infrastructure. We also track sharp market moves from Marvell Technology, Intel and Johnson & Johnson, examine fresh scrutiny facing Alibaba and Baidu, and discuss what a stronger US dollar could mean for Asian currencies. Plus, why convicted FTX founder Sam Bankman-Fried is reportedly seeking a presidential pardon from Donald Trump.See omnystudio.com/listener for privacy information.

The Department of War released an update on Monday designating more than a dozen prominent Chinese companies—such as Alibaba, BYD, and Baidu—as "Chinese military companies" operating in the United States.Los Angeles City Council member Nithya Raman holds a narrow lead against former reality TV star Spencer Pratt in the race for second place in the LA mayoral primary. NTD asked LA residents how they feel about mail-in-ballots still being counted.Apple unveils new hardware features and software updates at its Worldwide Developers Conference. The tech giant's CEO Tim Cook shared that the new updates focus on privacy and day-to-day use, and they will be implemented in time for the upcoming release of their new products this fall.

Most global businesses enter Asia with a playbook built elsewhere. The pricing models, growth assumptions, labour structures, and definitions of value that worked in North America or Europe get applied to markets that operate by fundamentally different rules. The result, as Eric Stryson has observed across nearly two decades of on-the-ground leadership work in Asia, is failure - not dramatic failure, but the slow erosion of credibility that comes from never truly understanding where you are.Eric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from organisations including HSBC, Petronas, Marriott, MasterCard, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, and the Central Bank of Malaysia.In this episode, Eric argues that much of what organisations believe they know about Asia is filtered through AI systems, research, and analysis shaped by Western institutions and historical precedents. Even conventional online research surfaces insights produced predominantly by incumbent Western policy and academic bodies, reinforcing a narrow and often distorted lens. Challenging these assumptions, he contends, requires moving beyond second-hand analysis and grounding decision-making in on-the-ground observation and lived experience.From renegotiating what 'value' means to understanding why Western growth models break down in Asia's diverse political and social contexts, Eric offers a rare perspective on what it actually takes to operate credibly in a post-Western, Asia-led growth environment. Discussion Points·       Why Western-filtered research and AI-generated analysis fail businesses trying to understand Asian markets·       Concrete examples of Western business models and assumptions breaking down on the ground in Asia·       How Asian markets define value differently - and why pricing strategies built elsewhere so often misfire·       Why 'scale fast, dominate markets' growth assumptions need renegotiating in Asia's diverse contexts·       What nearly 20 years of field project work in Asia reveals that research reports and case studies don't·       How consumption patterns and labour structures in Asia require businesses to rethink core operating models·       What 'post-Western world' means in practice for businesses operating in China, Southeast Asia, and the Middle East·       How to use AI tools responsibly when the training data reflects predominantly Western institutional perspectives·       Why Hong Kong businesses face an urgent reinvention moment - and what that looks like in practice·       The single most important thing Western businesses should do differently before entering or scaling in Asian marketsGuest BioEric Stryson is Managing Director at The Global Institute For Tomorrow (GIFT), an independent pan-Asian think tank with offices in Hong Kong and Kuala Lumpur. He has designed and facilitated more than 60 experiential leadership programmes across fifteen countries in Asia and the Middle East, working with over 3,000 executives from C-suite to high-potential talent. His corporate clients include AIA, BASF, CITIC, DBS, FedEx, HSBC, Marriott, MasterCard, Panasonic, Petronas, Prudential, and Standard Chartered. His public sector clients include the Hong Kong SAR Government, the Dubai Government, the Central Bank of Malaysia, and various provincial and county governments in mainland China. Eric's articles have appeared in the South China Morning Post, Financial Times, China Daily, and The Straits Times, and he has been interviewed by CNBC. Links & Resources·       GIFT website: www.global-inst.com·       Eric Stryson profile: global-inst.com/team/eric-stryson·       SCMP: Reinvention must start now if Hong Kong businesses are to survive change·       FT Letter: A Bric in a de-dollarised wall or a new architecture?·       Digital Transformation Documentary: Eric Stryson on technology causing problems

Apple Intelligence, a privacy-centric personal AI system integrated across Apple's device ecosystem. The technical documentation and press releases detail features such as Siri's enhanced contextual awareness, systemwide writing tools, and on-device image generation. While the rollout is moving forward in regions like the United States and India, it has been paused in the European Union due to regulatory conflicts with the Digital Markets Act. To address regional challenges, Apple has partnered with Baidu in China and is collaborating with Google to power advanced Siri functions via the Gemini model. Furthermore, the sources clarify that Apple unified its operating system version numbers to 26 to align with the 2026 calendar year.

In today's MadTech Daily, we cover terrestrial TV switch-off plans coming under government review, Baidu saying AI is now its primary growth driver despite a revenue drop, and Anthropic set to brief a global watchdog on Mythos cyber flaws. 

Marley Kayden breaks down Baidu's (BIDU) better-than-expected earnings, highlighting strong AI cloud growth and accelerating AI services despite a slight revenue decline. Prosper Trading Academy's Charles Moon walks us through an example options trade.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ted Thatcher and Brendan Cavanaugh argue Baidu (BIDU) is deeply undervalued, with cash levels nearly matching its market cap. They highlight accelerating AI revenue and growth in Apollo Go, despite China macro and geopolitical pressures. The pair says Baidu's AI push and capital flexibility could mark a turning point for the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Baidu (BIDU) has vastly outperformed its Chinese tech peers, but as Rick Ducat points out, shares bounced off support several times into its latest rally. He walks investors through the stock chart's one-year history to highlight key support and resistance levels to watch ahead of Monday's earnings. Rick then offers an example options trade for Baidu.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Lisa Nan, Beauty Editor at Jing Daily, joins The Negotiation to break down what's really happening in China's beauty and luxury markets right now. From the rise of C-beauty brands challenging international players to the unexpected virality of Kris Jenner as China's 'money goddess,' Lisa tracks the trends that are reshaping how brands sell in the world's largest beauty market.In this episode, Lisa covers the hottest brands and sub-categories driving growth, the emergence of male beauty and the silver beauty market (50+ consumers), and the decline of mega-anchors in China's livestreaming ecosystem. She explains which domestic and foreign brands are winning, what's replacing the mega-anchor model, and how moments like the Winter Olympics and viral memes reveal deeper shifts in Chinese consumer behavior.Lisa also discusses the current state of China's overall beauty and luxury markets, functional beauty trends like scalp care and science-backed skincare, and the emerging developments international brands should be monitoring closely. Whether you're a brand considering China entry or navigating the market's rapid evolution, this conversation offers actionable insights from one of the industry's sharpest observers. Discussion Points·       Current state of China's beauty market: strengths, weaknesses, and key dynamics shaping 2026·       Overall luxury market health: which brands are cutting stores, which are doubling down, and why·       Hottest domestic C-beauty brands (Proya, Florasis, Winona) and foreign brands succeeding in China·       Fastest-growing sub-categories: scalp care, fragrance, functional beauty, and science-backed products·       Male beauty market expansion: how brands are approaching male consumers differently·       Silver beauty market (50+) finally taking off: who's getting it right and what's driving demand·       Decline of mega-anchors in livestreaming: what happened and what's replacing the mega-anchor model·       Kris Jenner as China's 'money goddess': what viral memes reveal about Gen Z consumer engagement·       Winter Olympics impact: Eileen Gu, Su Yiming, and how brands leverage winter sports moments·       Emerging trends to watch: what's on the radar that international brands might be missing

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments. The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Bloomberg) YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 (The Verge) Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to "build more compute" (FT) Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March (Bloomberg) OpenAI's Codex instruction set contains a line, repeated several times, that forbids Codex from randomly mentioning goblins, gremlins, and other creatures (Wired) Musk v. Altman: Musk testifies he's suing OpenAI because "it is not okay to steal a charity" and its pivot sets a concerning precedent for philanthropic efforts (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: OpenAI acquires tech-industry online talk show TBPN. And Citi analysts say Chinese tech giant Baidu is likely to maintain its momentum. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.