Podcasts about Baidu

Chinese web services company

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Best podcasts about Baidu

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Latest podcast episodes about Baidu

Asia Centric by Bloomberg Intelligence
China's Pragmatic AI Strategy vs US Spending Surge

Asia Centric by Bloomberg Intelligence

Play Episode Listen Later Nov 5, 2025 27:19 Transcription Available


China's AI rollout diverges sharply from the US, favoring open-source models and broad adoption over high-cost infrastructure. China's top tech firms including Tencent, Baidu and Alibaba will invest less than 10% of the $370 billion that US hyperscalers plan to spend on AI capex this year. This cost-conscious approach aligns with Beijing's AI Plus strategy, aiming to embed AI across all sectors by 2027 to boost productivity. Who will win the AI race? And are we in a bubble in AI infrastructure spending? Robert Lea, senior tech analyst at Bloomberg Intelligence, joins John to discuss why China's broader economy, rather than its tech companies, may be the main beneficiary of the nation's AI rollout.See omnystudio.com/listener for privacy information.

The Road to Autonomy
Episode 344 | Autonomy Markets: NVIDIA's Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

The Road to Autonomy

Play Episode Listen Later Nov 1, 2025 34:03


This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA's ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry's most-watched partnerships. Jensen Huang's latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA's automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber's partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber's platform. The episode closes with updates on Aurora's strategic pivot and the Foreign Autonomy Desk, covering Baidu's expansion in Hong Kong, Uber's European ambitions, and continued progress in Tesla's FSD rollout.Episode Chapters0:00 NVIDIA's Autonomy Ambitions 7:13 Waymo & Uber's Fracturing Relationship9:35 Nuro's Upcoming Launch on Uber in San Francisco 11:51 Gemini is Coming to Waymo14:05 Boston's Autonomous Vehicle Blunder15:43 Seattle's Challenging Political Environment 17:34 Political Coalitions 19:36 Aurora's Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next WeekRecorded on Thursday, October 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alles auf Aktien
Kampf um Einfluss bei VW und Porsche und 7 Innovations-Champions

Alles auf Aktien

Play Episode Listen Later Oct 27, 2025 21:15


In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über einen möglichen Handelsfrieden zwischen den USA und China, einen Mega-Deal im Biotech-Sektor und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Novartis, Bayer, Avidity Biosciences, YPF, Banco Macro, BBVA Argentina, Apple, Amazon, Microsoft, Alphabet, Meta, Porsche Automobil Holding, Baidu, CRISPR THERAPEUTICS, Robinhood, Oklo, Uber, Siemens. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

La TERTULia de la Inteligencia Artificial
El coche autónomo en 2025

La TERTULia de la Inteligencia Artificial

Play Episode Listen Later Oct 24, 2025 49:16


2025 está siendo un año decisivo para el coche autónomo. Waymo, Tesla, Wayve, Baidu han hecho grandes progresos en el despliegue de sus coches autónomos. Por eso hoy en la tertulia repasamos el estado del coche autónomo en 2025. Participan en la tertulia: Leonardo de Maeztu, Paco Zamora, Josu Gorostegui y Guillermo Barbadillo. Recuerda que puedes enviarnos dudas, comentarios y sugerencias en: https://twitter.com/TERTUL_ia Más info en: https://ironbar.github.io/tertulia_inteligencia_artificial/

Tech&Co
Résultats décevants, Tesla sous pression – 23/10

Tech&Co

Play Episode Listen Later Oct 23, 2025 27:27


Jeudi 23 octobre, Frédéric Simottel a reçu Alain Goudey, directeur général adjoint de Neoma Business School, Thomas Serval, PDG de Baracoda, et Tristan Nitot, directeur associé Communs Numériques et Anthropocène chez OCTO Technology. Ils sont revenus sur la déception après les résultats de Tesla, le test de Baidu de l'Apollo Go en Suisse et la sortie probable de l'iPhone "Flip" prévue en 2028, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

maydornsmeinung
Silber, Ethereum, Tesla, BYD, Nvidia, AMD, Baidu, IREN, Applied Digital & Co.

maydornsmeinung

Play Episode Listen Later Oct 23, 2025 27:46


Die US-Indizes bewegen sich auf Höhe ihrer Allzeithochs, Silber jedoch erlebt nach dem Kursanstieg eine scharfe Korrektur. Börsenexperte Alfed Maydorn und Moderator Marco Uome haben in der neuen Folge Maydorns Meinung einige Themen zu besprechen. Außerdem im Fokus: Ethereum, Tesla, BYD, Nvidia, AMD, Baidu, IREN, Applied Digital 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.

Autoline Daily - Video
AD #4163 - Yasa's Dinky 28-Lb., 1,000-HP E-Motor; GM Adds $8 Billion In Market Cap; Chip Shortage Could Cripple EU Autos

Autoline Daily - Video

Play Episode Listen Later Oct 22, 2025 10:54


- Chip Shortage Could Cripple EU Autos - Stellantis To Source Niron Magnets in U.S. - GM Adds $8 Billion In Market Cap - Baidu Bringing Robotaxis To Swiss - Uber Invests in Dutch AV Company - Yasa's Dinky 28-Lb., 1,000-HP E-Motor  - Nissan Kei-Concept Sports Solar Roof - BYD Teases New Kei Car for Japan - Ford Offers 15-Year Warranty on Back Up Cameras

Autoline Daily
AD #4163 - Yasa's Dinky 28-Lb., 1,000-HP E-Motor; GM Adds $8 Billion In Market Cap; Chip Shortage Could Cripple EU Autos

Autoline Daily

Play Episode Listen Later Oct 22, 2025 10:39 Transcription Available


- Chip Shortage Could Cripple EU Autos - Stellantis To Source Niron Magnets in U.S. - GM Adds $8 Billion In Market Cap - Baidu Bringing Robotaxis To Swiss - Uber Invests in Dutch AV Company - Yasa's Dinky 28-Lb., 1,000-HP E-Motor  - Nissan Kei-Concept Sports Solar Roof - BYD Teases New Kei Car for Japan - Ford Offers 15-Year Warranty on Back Up Cameras

10vor10
10 vor 10 vom 22.10.2025

10vor10

Play Episode Listen Later Oct 22, 2025 26:13


Trump am WEF?, Postauto testet Robotaxis von Baidu für Randregionen, trotz Waffenruhe bleiben Hilfeleistungen in Gaza anspruchsvoll, Weltmeisterschaft im Sportholzfällen

Dutrizac de 6 à 9
Alliance Japon/Trump: «La nouvelle première ministre est tout à fait en faveur de Trump», dit Loïc Tassé

Dutrizac de 6 à 9

Play Episode Listen Later Oct 22, 2025 8:22


Japon/Trump. Médecins au Québec. Aux États-Unis, des sondages désastreux pour les Républicains La Russie tient des exercices militaires de simulation d'attaque nucléaire Baidu va mettre en service des taxis-robots en Suisse (France 24) Discussion internationale avec Loïc Tassé, spécialiste en politique internationale. Regardez aussi cette discussion en vidéo via https://www.qub.ca/videos ou en vous abonnant à QUB télé : https://www.tvaplus.ca/qub ou sur la chaîne YouTube QUB https://www.youtube.com/@qub_radio Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

Smart Humans with Slava Rubin
Smart Humans: VC Investor Tim Draper on his early investments into iconic companies and the role of Bitcoin in the financial system

Smart Humans with Slava Rubin

Play Episode Listen Later Oct 21, 2025 55:53


Tim Draper founded Draper Associates, DFJ and the Draper Venture Network, a global network of venture capital funds. Funded Coinbase, Baidu, Tesla, Skype, SpaceX, Twitch, Hotmail, Focus Media, Robinhood, Athenahealth, Box, Cruise Automation, Carta, Planet, PTC and 15 other unicorns from early/first rounds.He is a supporter and global thought leader for entrepreneurs everywhere, and is a leading spokesperson for Bitcoin and decentralization, having won the Bitcoin US Marshall's auction in 2014, invested in over 50 crypto companies, and led investments in Coinbase, Ledger, Tezos, and Bancor, among others.He is regularly featured on all major networks as a proponent for entrepreneurship, innovative governance, free markets and Bitcoin, and has received various awards and honors including the World Entrepreneurship Forum's “Entrepreneur of the World,” and is listed as one of the top 100 most powerful people in finance by Worth Magazine, the top 20 most influential people in Crypto by CryptoWeekly, #1 most networked VC by AlwaysOn, #7 on the Forbes Midas List, member of the Global Guru 30 Startup Gurus in the world, and #48 most influential Harvard Alum.

Technologicznie
Robotaksówki wjeżdżają do Londynu!

Technologicznie

Play Episode Listen Later Oct 20, 2025 8:25


Typowy poranek w Londynie, deszcz za szybą i... brak kierowcy za kółkiem. W tym odcinku Technologicznie - Felieton Jarosław Kuźniar zabiera słuchaczy w podróż po świecie autonomicznych taksówek. Skąd się wzięły, jak działają i dlaczego dopiero teraz wjeżdżają do Europy?Google, Baidu, startupy z Doliny Krzemowej i Wielkiej Brytanii – wszyscy ścigają się o to, kto pierwszy zaoferuje naprawdę bezpieczne i dostępne robotaksówki. Ale zanim na dobre znikną kierownice, przed technologią jeszcze wiele testów, wyzwań i debat.Wysłuchaj, jak pasażerowie reagują na swoją pierwszą jazdę bez kierowcy. Zobacz, co o tym myśli Bill Gates. I zastanów się, czy w przyszłości w ogóle będziesz jeszcze potrzebować prawa jazdy.Z tego odcinka podcastu Technologicznie dowiesz się:- Dlaczego Waymo wybrało Londyn jako pierwsze europejskie miasto dla autonomicznych taksówek- Jak działa system Waymo Driver i czym różni się od podejścia konkurencji- Gdzie na świecie robotaksówki już dziś wożą pasażerów bez kierowcy- Jakie wyzwania prawne, technologiczne i społeczne stoją przed rozwojem autonomicznej mobilności- Dlaczego chiński Baidu i brytyjski startup Wayve to gracze, na których warto zwrócić uwagę

Sur le fil
IA : l'essor (dangereux ?) des clones, des amis et des coachs

Sur le fil

Play Episode Listen Later Oct 18, 2025 23:05


Fini les chatbots un peu secs qui répondent à côté. Trois ans après la sortie de Chat GPT, bonjour les amis virtuels, les doubles numériques et les clones de votre moi. Vous êtes débordés ? Demandez à votre clone de faire le boulot pour vous et même, de vendre à votre place. Vous êtes déprimé parce que vous avez perdu votre emploi, remplacé par une IA ? Trouvez du réconfort auprès d'un coach virtuel. C'est la promesse des intelligences artificielles génératives. Surtout, ces scénarios ne relèvent plus complètement de la science-fiction.En Chine, le géant de la tech Baidu crée des clones d'humains qui vendent des produits en ligne. Et partout dans le monde, des adultes et des enfants interagissent avec des agents conversationnels, plus ou moins experts. De plus en plus de voix s'élèvent contre l'apparence humaine de ces systèmes, leur anthropomorphisme, qui peut aider, mais aussi nous faire dérailler. Cette semaine, l'Etat de Californie aux Etats-Unis a adopté la première loi qui réglemente les applications faisant office d'amis ou compagnons artificiels après des suicides d'adolescents liés à des interactions avec ces agents selon leurs proches. Ils devront notamment clairement expliquer que leurs contenus sont non humains. Nous vous proposons un tour d'horizon du sujet, préparé avec Thomas Urbain, journaliste de l'AFP qui suit l'IA depuis New York et Agatha Cantrill reporter de l'AFP à Shanghaï. Intervenants : Dara Ladjevardian, co-fondateur de la start up Delphi.ai Michal Luria, du Centre pour la démocratie et la technologie à Washington, spécialiste des interactions homme-machine, Mark Daley, Professeur et responsable de l'IA à l'université Western en Ontario au Canada, Robert Mahari, Directeur associé du centre CodeX à l'université de Stanford en Californie. Doublages : Maxime Mamet, Emmanuelle Baillon, Delphine Thouvenot, Sébastien Castéran, Thierno Touré, Elouan Blat. Réalisation : Michaëla Cancela-Kieffer avec Emmanuelle Baillon et Maxime Mamet. La Semaine sur le fil est le podcast hebdomadaire de l'AFP. Vous avez des commentaires ? Ecrivez-nous à podcast@afp.com. Si vous aimez, abonnez-vous, parlez de nous autour de vous et laissez-nous plein d'étoiles sur votre plateforme de podcasts préférée pour mieux faire connaître notre programme. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

The top AI news from the past week, every ThursdAI

Hey folks, Alex here. Can you believe it's already the middle of October? This week's show was a special one, not just because of the mind-blowing news, but because we set a new ThursdAI record with four incredible interviews back-to-back!We had Jessica Gallegos from Google DeepMind walking us through the cinematic new features in VEO 3.1. Then we dove deep into the world of Reinforcement Learning with my new colleague Kyle Corbitt from OpenPipe. We got the scoop on Amp's wild new ad-supported free tier from CEO Quinn Slack. And just as we were wrapping up, Swyx ( from Latent.Space , now with Cognition!) jumped on to break the news about their blazingly fast SWE-grep models. But the biggest story? An AI model from Google and Yale made a novel scientific discovery about cancer cells that was then validated in a lab. This is it, folks. This is the “let's f*****g go” moment we've been waiting for. So buckle up, because this week was an absolute monster. Let's dive in!ThursdAI - Recaps of the most high signal AI weekly spaces is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Open Source: An AI Model Just Made a Real-World Cancer DiscoveryWe always start with open source, but this week felt different. This week, open source AI stepped out of the benchmarks and into the biology lab.Our friends at Qwen kicked things off with new 3B and 8B parameter versions of their Qwen3-VL vision model. It's always great to see powerful models shrink down to sizes that can run on-device. What's wild is that these small models are outperforming last generation's giants, like the 72B Qwen2.5-VL, on a whole suite of benchmarks. The 8B model scores a 33.9 on OS World, which is incredible for an on-device agent that can actually see and click things on your screen. For comparison, that's getting close to what we saw from Sonnet 3.7 just a few months ago. The pace is just relentless.But then, Google dropped a bombshell. A 27-billion parameter Gemma-based model they developed with Yale, called C2S-Scale, generated a completely novel hypothesis about how cancer cells behave. This wasn't a summary of existing research; it was a new idea, something no human scientist had documented before. And here's the kicker: researchers then took that hypothesis into a wet lab, tested it on living cells, and proved it was true.This is a monumental deal. For years, AI skeptics like Gary Marcus have said that LLMs are just stochastic parrots, that they can't create genuinely new knowledge. This feels like the first, powerful counter-argument. Friend of the pod, Dr. Derya Unutmaz, has been on the show before saying AI is going to solve cancer, and this is the first real sign that he might be right. The researchers noted this was an “emergent capability of scale,” proving once again that as these models get bigger and are trained on more complex data—in this case, turning single-cell RNA sequences into “sentences” for the model to learn from—they unlock completely new abilities. This is AI as a true scientific collaborator. Absolutely incredible.Big Companies & APIsThe big companies weren't sleeping this week, either. The agentic AI race is heating up, and we're seeing huge updates across the board.Claude Haiku 4.5: Fast, Cheap Model Rivals Sonnet 4 Accuracy (X, Official blog, X)First up, Anthropic released Claude Haiku 4.5, and it is a beast. It's a fast, cheap model that's punching way above its weight. On the SWE-bench verified benchmark for coding, it hit 73.3%, putting it right up there with giants like GPT-5 Codex, but at a fraction of the cost and twice the speed of previous Claude models. Nisten has already been putting it through its paces and loves it for agentic workflows because it just follows instructions without getting opinionated. It seems like Anthropic has specifically tuned this one to be a workhorse for agents, and it absolutely delivers. The thing to note also is the very impressive jump in OSWorld (50.7%), which is a computer use benchmark, and at this price and speed ($1/$5 MTok input/output) is going to make computer agents much more streamlined and speedy! ChatGPT will loose restrictions; age-gating enables “adult mode” with new personality features coming (X) Sam Altman set X on fire with a thread announcing that ChatGPT will start loosening its restrictions. They're planning to roll out an “adult mode” in December for age-verified users, potentially allowing for things like erotica. More importantly, they're bringing back more customizable personalities, trying to recapture some of the magic of GPT-4.0 that so many people missed. It feels like they're finally ready to treat adults like adults, letting us opt-in to R-rated conversations while keeping strong guardrails for minors. This is a welcome change, and we've been advocating for this for a while, and it's a notable change from the XAI approach I covered last week. Opt in for adults with verification while taking precautions vs engagement bait in the form of a flirty animated waifu with engagement mechanics. Microsoft is making every windows 11 an AI PC with copilot voice input and agentic powers (Blog,X)And in breaking news from this morning, Microsoft announced that every Windows 11 machine is becoming an AI PC. They're building a new Copilot agent directly into the OS that can take over and complete tasks for you. The really clever part? It runs in a secure, sandboxed desktop environment that you can watch and interact with. This solves a huge problem with agents that take over your mouse and keyboard, locking you out of your own computer. Now, you can give the agent a task and let it run in the background while you keep working. This is going to put agentic AI in front of hundreds of millions of users, and it's a massive step towards making AI a true collaborator at the OS level.NVIDIA DGX - the tiny personal supercomputer at $4K (X, LMSYS Blog)NVIDIA finally delivered their promised AI Supercomputer, and while the excitement was in the air with Jensen hand delivering the DGX Spark to OpenAI and Elon (recreating that historical picture when Jensen hand delivered a signed DGX workstation while Elon was still affiliated with OpenAI). The workstation was sold out almost immediately. Folks from LMSys did a great deep dive into specs, all the while, folks on our feeds are saying that if you want to get the maximum possible open source LLMs inference speed, this machine is probably overpriced, compared to what you can get with an M3 Ultra Macbook with 128GB of RAM or the RTX 5090 GPU which can get you similar if not better speeds at significantly lower price points. Anthropic's “Claude Skills”: Your AI Agent Finally Gets a Playbook (Blog)Just when we thought the week couldn't get any more packed, Anthropic dropped “Claude Skills,” a huge upgrade that lets you give your agent custom instructions and workflows. Think of them as expertise folders you can create for specific tasks. For example, you can teach Claude your personal coding style, how to format reports for your company, or even give it a script to follow for complex data analysis.The best part is that Claude automatically detects which “Skill” is needed for a given task, so you don't have to manually load them. This is a massive step towards making agents more reliable and personalized, moving beyond just a single custom instruction and into a library of repeatable, expert processes. It's available now for all paid users, and it's a feature I've been waiting for. Our friend Simon Willison things skills may be a bigger deal than MCPs!

The Negotiation
Crystal Tai on China Luxury, Sportswear Trends, and Consumer Sentiment

The Negotiation

Play Episode Listen Later Oct 9, 2025 41:39


In this episode of The Negotiation, host Todd Embley welcomes back Crystal Tai. Crystal is a journalist, cultural strategy researcher, and Managing Partner at Nüora Global Advisors. Formerly Senior Managing Editor at Jing Daily, her work explores how changing values + consumer behaviors, and social movements shape business trends and global markets. In this episode, Crystal shares her insights on the latest developments in China's sportswear and athleisure markets, including the ongoing popularity of Lululemon, the rise of niche sports labels, and emerging winterwear trends as the season approaches. She also provides an update on Chinese travel patterns in the post-COVID era, assesses overall consumer sentiment, and offers her take on Starbucks' challenges in the Chinese market.As always, Crystal brings her sharp reporting and deep understanding of Chinese consumer culture to the conversation—plus, a light-hearted discussion on Taylor Swift's engagement and its reception among Chinese fans. Enjoy! What You'll Learn in This Episode:·       How Lululemon continues to perform in China and key takeaways from its recent Q2 report.·       The rise of niche sports brands and new trends in the sports and athleisure market.·       Winterwear and winter sports trends to watch as the season kicks off.·       Post-COVID travel patterns and evolving consumer behaviors in China.·       Current Chinese consumer sentiment and what it means for global brands.·       Starbucks' challenges in China and whether the brand can bounce back.·       A fun look at celebrity news—Taylor Swift's engagement—and its impact in China.

China Calling
Norden gegen Süden: Der unterschätzte Machtkampf in China

China Calling

Play Episode Listen Later Oct 4, 2025 26:14 Transcription Available


In dieser Folge blicke ich ein wenig auf meine bisherigen China-Aufenthalte 2025 zurück und mache in diesem Zuge klar, wo genau die Unterschiede liegen. Es ist essenziell, aus meiner Sicht, diese zu verstehen, denn nur so wird das Gesamtkonstrukt „China“ klar – und damit auch das gebündelte Potenzial dieses Landes.
 Erwähnte Namen:
 - Perflussdelta (Süden: Guangzhou, Shenzhen, Hongkong usw.)
 - Yangtze-Delta (Mitte: Shanghai, Hangzhou usw.)
 - Jing-Jin-Ji (Norden: Peking, Tianjin, Hebei)
 Städte: Guangzhou, Shenzhen, Hongkong, Shanghai, Hangzhou, Peking, Dalian, Tianjin, Nanjing, Ningbo
 Provinzen: Hainan, Guangdong, Fujian, Zhejiang, Hebei, Sichuan
 The Northern and Southern Dynasties (Mark Edward Lewis).
 ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express
 ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest
 ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/
 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Alibaba, Baidu, JD. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise

Beckers Bets
„Fondsmanager Beckers: Der KI-Bullenmarkt geht weiter“

Beckers Bets

Play Episode Listen Later Oct 2, 2025 28:34 Transcription Available


In dieser Folge spricht Jan Beckers über die positive Stimmung auf einer Tech-Konferenz in San Francisco und erklärt, warum wir seiner Ansicht nach erst am Anfang eines großen KI-Bullenmarkts stehen. Im Fokus stehen Nvidia und seine Milliarden-Investition in OpenAI, aber auch Alphabet, Alibaba und Baidu als weitere Gewinner des AI-Booms. Außerdem geht es um die Schnittstelle zwischen Krypto und KI: Bitcoin-Miner wie Iris Energy oder TeraWulf bauen ihr Geschäft in Richtung Rechenzentren und AI-Deals aus. Habt ihr Feedback, Kritik oder Anmerkungen? Habt ihr Fragen, die wir in einer der nächsten Folgen besprechen sollen? Schreibt uns an beckers-bets@financefwd.com.

maydornsmeinung
Tesla, Robinhood, Xpeng, BYD, Baidu, Nvidia, Nebius, Iris Energy, Innodata, Lithium

maydornsmeinung

Play Episode Listen Later Oct 2, 2025 36:44


Was braucht man für künstliche Intelligenz? Rechenzentren! Börsenexperte Alfred Maydorn und Moderator Andreas Agly starten die neue Folge Maydorns Meinung mit einem nostalgischen Rückblick: ein kurzes Video von Microsoft zu besagtem Thema! Außerdem im Fokus: Tesla, Robinhood, Xpeng, BYD, Baidu, Nvidia, Nebius, Iris Energy, Innodata, Lithium 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.

The Negotiation
What's Next for Canadian Business in China with CCBC's David Perez-Des Rosiers

The Negotiation

Play Episode Listen Later Sep 26, 2025 41:40


In this episode of The Negotiation, host Todd Embley sits down with David Perez-Des Rosiers, Director of the Beijing Chapter of the Canada-China Business Council (CCBC).The CCBC has been a cornerstone of Canada–China business relations for over four decades, supporting Canadian enterprises as they navigate opportunities and challenges in China. David shares his perspective on the chamber's work, its advocacy efforts, and the evolving landscape of bilateral trade and investment.The conversation also touches on the current state of Canada–China relations, recent provincial-level engagement such as Saskatchewan's trade mission to China, and the sectors where Canadian businesses are finding the strongest opportunities. David also previews CCBC's upcoming AGM, an important gathering for business leaders and policymakers to exchange ideas and chart the path forward.Whether you're a Canadian business eyeing China, a policymaker, or simply someone interested in international trade, this episode provides practical insights into one of Canada's most important commercial relationships.Discussion PointsDavid's role as Director of the CCBC Beijing ChapterThe role and mandate of the CCBC in Canada–China tradeServices and support offered to Canadian companies in ChinaRecent CCBC advocacy efforts and policy recommendations to OttawaThe state of Canada–China relations and signals from recent developmentsReflections on the Saskatchewan delegation's visit to ChinaTop opportunities for Canadian businesses in China todaySectors where Canada has strong positioning (agriculture, energy, consumer goods, services)Preview of the CCBC's upcoming AGM and its significanceAdvice for Canadian businesses navigating China's market today

Edtech Insiders
Week in EdTech 9/10/25: Apple Integrates OpenAI & Gemini to Siri, NAEP Scores Show Continued Learning Loss, EdTech Funding Slows, Alpha Schools' 2-hour AI Model Sparks Debate, and More! Feat. Chris Walsh of PBLWorks

Edtech Insiders

Play Episode Listen Later Sep 19, 2025 67:23 Transcription Available


Send us a textJoin hosts Alex Sarlin and guest co-hosts  Matt Tower of Whiteboard Advisors,  & Kate Eberle Walker, CEO of Presence as they break down the latest headlines in education technology and from Big Tech's AI push to the evolving future of school models. ✨ Episode Highlights:[00:00:00] Kate Eberle Walker on parents' concerns about AI chatbots and student mental health [00:03:20] Apple integrates OpenAI and Gemini into Siri, reshaping the AI race [00:04:15] Global AI shake-up: Microsoft shifts to Anthropic, Baidu gains ground, Google antitrust update [00:14:45] Edtech funding slowdown and investor focus on regulated markets like special education [00:18:07] OpenAI launches certifications for frontline workers; Google gamifies AI literacy with Stanford [00:27:43] First NAEP results post-pandemic show continued learning loss and lack of political focus on academics [00:39:01] Accountability challenges in education: attendance, wellness, and equity in public vs. private models[00:43:46] Debate on Alpha Schools' “two hours of AI per day” model and its implications for learningPlus, special guest: [00:50:17] Chris Walsh, Chief Product and Technology Officer of PBLWorks on scaling project-based learning

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“SAP x Asana = Planisware” - NVIDIA vs. China, Baidu, Alibaba, Puma & Figure

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Sep 18, 2025 13:41


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. Wer noch mehr zu Planisware wissen will: Auf unserer Deep-Dive-Plattform. Hier 1 Monat kostenlos testen: https://herohero.co/oaws/invites/VVGMROSIUA. China will keine Chips mehr von NVIDIA. Baidu testet Sprachmodelle mit eigenen Chips. Alibaba verkauft Chips für Rechenzentrum. Waymo kooperiert mit Lyft, Elliott steigt bei Workday ein, Authentic Brand Group & CVC wollen Puma, StubHub hat IPO. Leitzins runter. Asana und Monday.com kennt jeder. Planisware (WKN: A40B0L) dagegen wohl nur wenige. Dabei haben die Franzosen einen spannenden Burggraben. Viele Krypto-Firmen verdienen Geld mit Trading. Bei Figure Technologies (WKN: A41GD8) ist das anders. Hier geht's um Kreditlinien, die mit dem Eigenheim besichert werden. Klingt weird, ist aber Blockchain. Diesen Podcast vom 18.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Fed Cuts and Investor Moves

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Sep 18, 2025 25:53


Fed cuts rates - but what does it mean for investors? Markets are reacting to the first rate cut of the year, with retail investors watching closely. Hosted by Michelle Martin with Ryan Huang, this episode dives into sector winners and losers as the Fed balances unemployment and inflation. Companies in focus include PayPal, Alphabet, Nvidia, Netskope, Jardine Matheson, and Hong Kong Land. We explore how tech stocks, property counters, and blue chips are shifting amid mixed market signals. Plus, we play our daily game of UP or DOWN on Palantir, Puma, Gucci, Baidu, and more.See omnystudio.com/listener for privacy information.

Squawk Pod
5 Things to Know Before the Opening Bell 9/17/2025

Squawk Pod

Play Episode Listen Later Sep 17, 2025 2:55


The 5 things you need to know before the stock market opens today: Chinese authorities have reportedly told the country's tech companies to stop buying chips from Nvidia, mortgage rates are dropping sharply ahead of today's highly anticipated Federal Reserve rate decision, Ben & Jerry's co-founder Jerry Greenfield has quit his namesake company, Baidu shares are jumping, and Costco has recalled bottles of its house brand prosecco.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mon Carnet, l'actu numérique
{RÉFLEXION} - Débrief transatlantique avec Jérôme Colombain

Mon Carnet, l'actu numérique

Play Episode Listen Later Sep 15, 2025 22:02


Avec Jérôme Colombain, on revient sur les grandes annonces d'Apple avec l'arrivée de l'iPhone 17 ultrafin, séduisant par son design mais limité par une autonomie réduite et un positionnement de “première version”. Discussion autour des AirPods et de leur traduction simultanée, de la nouvelle Apple Watch avec son capteur de tension, et d'un rapport français qui propose un couvre-feu numérique pour les 15-18 ans. Le segment se termine sur la percée stratégique de la Chine, avec Alibaba et Baidu qui adoptent leurs propres puces d'IA, et sur le lancement de l'application mobile Monde Numérique.

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
egtv #422 Depot-Update: Tops & Flops mit Novo Nordisk, SoftBank, Lyft, Baidu, Hypoport & Trade Desk

echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF

Play Episode Listen Later Sep 12, 2025 48:08


Tobias Kramer öffnet das echtgeld.tv Depot: Von den ersten Käufen wie Intel, Frosta & Equal Weight ETF bis zum aktuellen Stand von rund 340.000 €. Welche Aktien lohnen sich 2025 zu kaufen – und wo lauern echte Risiken? Highlights im Update: • Novo Nordisk: Von 120 € auf unter 40 € – Value Trap oder Einstiegschance? • Hypoport: Nachkauf trotz Abwärtstrend – wie realistisch ist das Comeback? • Shimano: -45 % im Depot – wann kommt die Wende? • The Trade Desk: Vom Highflyer zum Flop – Übertreibung oder Trendbruch? • SoftBank: KI-Rallye & Allzeithoch – Gewinne sichern oder laufen lassen? • Lyft & Baidu: Momentum, China-Risiken & KI-Fantasie im Check

Beurswatch | BNR
Laat je niet gek maken: beleggen in OpenAI 'wordt mislukking'

Beurswatch | BNR

Play Episode Listen Later Sep 12, 2025 23:51


Het gaat dan tóch gebeuren! De beursgang van OpenAI is een reuzentap dichterbij. Microsoft hield de beursgang steeds tegen, maar de grootaandeelhouder lijkt toe te geven. Een stap die grote gevolgen heeft voor Microsft. Hoe de samenwerking tussen OpenAI en Microsoft er hierna uit kan gaan zien, bespreken we deze aflevering. En je hoort waarom de eigenaar van ChatGPT helemaal geen goede belegging is. Ook hoor je over de zoon van Larry Ellison (die man die deze week eventjes de rijkste persoon ter wereld was), David Ellison. Meerdere Amerikaanse media melden dat hij met zijn bedrijf Paramount-Skydance een overname van Warner Bros Discovery voorbereidt. Een cynicus zou zeggen dat zijn vader wel even de portemonnee trekt en volgens The Wall Street Journal zit dat niet eens zo ver af van de waarheid. Het bod krijgt namelijk steun van de hele familie. De (opnieuw) rijkste man ter wereld Elon Musk komt ook voorbij. Het gros van zijn vermogen kwam altijd uit zijn Tesla-aandelen, maar die tijd is voorbij, berekende CNBC. De meerderheid van zijn vermogen komt nu uit zijn privébedrijven. Zijn aandelen in xAI en SpaceX zijn bijna twee keer zoveel waard als zijn aandelen in Tesla. En we hebben het over de erfenis van Giorgio Armani. De modeontwerper overleed begin deze maand, maar zijn bedrijf staat mogelijk een beursgang te wachten. Giorgio Armani liet in zijn testament zetten dat hij wil dat zijn bedrijf binnen anderhalf jaar verkocht moet worden aan een concurrent. Lukt dat niet, dan moet het bedrijf naar de beurs worden gebracht.See omnystudio.com/listener for privacy information.

Alles auf Aktien
Booster für den Energie-Sektor und 16 geheime Schnäppchen-Aktien

Alles auf Aktien

Play Episode Listen Later Sep 5, 2025 18:03


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Broadcom, Analysten-Aufwind für Heidelberg Materials und JPMorgans Deutschland-Angriff. Außerdem geht es um Siemens Energy, RWE, Commerzbank, ProSiebenSat.1, RTL, Micron Technology, Amazon, Opendoor Technologies, Alphabet, JPMorgan, BMW, E.on, EnBW, GE Vernova, Bitcoin, Solana, Ethereum, Teamviewer, Cancom, Salzgitter, Volkswagen, Mercedes-Benz, TUI, Aurubis, Puma, Novo Nordisk, Vonovia, Krones, Bell Food Group, Bucher Industries, Haier Smart Home, Baidu, iShares MSCI World Energy Sector (WKN: A2PHCF), Amundi Stoxx 600 Energy ESG ETF (WKN: LYX02P). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What in the World
How does China control its internet?

What in the World

Play Episode Listen Later Sep 2, 2025 12:57


China has one of the world's most sophisticated internet censorship systems - it's so extensive that it's been nicknamed ‘The Great Firewall of China'. Many Western websites, such as Google or WhatsApp, are shut off to Chinese Internet users, while Chinese equivalents like Baidu and WeChat are popular instead. Blockbuster films like Top Gun Maverick have been edited, celebrities like Lady Gaga are taboo and even Peppa Pig has been censored.So, what is the Chinese government trying to achieve with internet censorship? And in an increasingly globalised world, how are they managing to filter out the information they don't want people to know? Shawn Yuan from the BBC's Global China Unit explains how the ‘Great Firewall' works - and what it tells us about the relationship between the government and citizens in China.Instagram: @bbcwhatintheworld Email: whatintheworld@bbc.co.uk WhatsApp: +44 330 12 33 22 6 Presenter: Hannah Gelbart Producers: Julia Ross-Roy and Chelsea Coates Video Journalist: Baldeep Chahal Editor: Verity Wilde

The Negotiation
Unlocking China's Cross-Border Boom with Tmall Global's Nicole Lin

The Negotiation

Play Episode Listen Later Aug 27, 2025 34:52


In this episode of The Negotiation, we are joined by Nicole Lin, Business Development Country Manager at Tmall Global. This conversation comes ahead of the China Cross-Border Summit in Los Angeles on October 16, 2025, co-hosted by WPIC and Tmall Global.Nicole shares how Tmall Global is helping brands of all sizes access China's enormous consumer market without requiring a local entity, explaining how bonded zones, logistics, and social commerce integrations make market entry seamless. She discusses the consumer-first philosophy at Alibaba, the latest trends driving growth on Tmall Global, and which categories—like beauty, wellness, supplements, premium food, and pet care—are seeing the biggest lift.The episode also covers how international brands can localize, stand out, and succeed in China's fast-paced digital landscape, plus a preview of what to expect at October's summit in LA.Discussion PointsWhat brands can expect at the China Cross-Border Summit in Los Angeles this OctoberWhat makes Tmall Global different from domestic e-commerce platformsHow Chinese consumers discover and engage with brands in cross-border channelsWhy now is the right time for U.S. brands to enter the China marketThe top-performing consumer categories on Tmall Global in 2025Key lifestyle trends shaping China's demand for international productsLessons from over 46,000 global brands already selling on Tmall GlobalHow Alibaba helps brands localize through data, branding, livestreaming, and KOLsPractical first steps for brands that want to break into China

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
SOFI SQUEEZE Is About to Make MILLIONAIRES! PRICE TARGET $100 2026! (PROOF)

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later Aug 26, 2025 13:55


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does it really take to stop bleeding money in a choppy market? In this session, we break down the exact playbook that separates consistent traders from frustrated dip-buyers. You'll see why waiting for the trend, following clear rules, and using data-driven signals beats guessing every time.Instead of chasing hype or relying on luck, smart traders focus on trend confirmation, breadth strength, and disciplined risk management. This video shows how to sit out when setups aren't there, how to recognize when the crowd is getting trapped, and how to use OVTLYR 4.0 to turn raw data into high-probability trades.Here's what you'll learn in this video:➡️ Why buying dips without a plan is a recipe for disaster➡️ The simple rule of “winners average winners, losers average losers”➡️ How to use SPY vs. sector heatmaps to find relative strength➡️ The role of fear & greed in timing entries and exits➡️ Why consistency and discipline matter more than any single signal➡️ How backtesting uncovered a 5X jump in expectancy with one tweak➡️ Position sizing strategies using ATR vs. 10 EMA distance➡️ Real-time examples on SoFi, Amazon, Alibaba, Baidu, and moreWe also dive into how OVTLYR 4.0 is changing the game. By combining market breadth, sector strength, and math-driven signals, traders now have sharper tools to filter out noise and act with conviction. Whether it's spotting meme stock momentum, managing overhead resistance, or avoiding “gap and crap” setups, you'll see exactly how a rule-based plan helps you trade like a pro.The core lesson is simple: cash is a position. Going flat is a trade. Success comes from having rules and following them, not chasing every green candle. With OVTLYR 4.0, you get a systematic way to measure strength, time your moves, and manage risk without second-guessing.This isn't about prediction. It's about execution. Every trader wants to catch the next big winner, but the ones who last in the markets are those who protect their capital, control their risk, and let data guide their decisions.By the end of this session, you'll understand why sitting out is sometimes the smartest move, how to build confidence in your signals, and how to trade with the mindset of a fund manager. If you've ever felt the pain of buying too soon or holding too long, this breakdown will give you a clear, repeatable framework to fix it.Ready to save time, make money, start winning, and cut risk? Watch now and see how OVTLYR 4.0 gives you the edge.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

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does Michael Burry really see in today's market? In this video, we break down his boldest portfolio moves in years, what he sold, what he bought, and what it all means for traders right now. This isn't just about following a famous name. It's about understanding the psychology, the timing, and the signals that drive conviction trades when the rest of the market is uncertain.While most investors are still stuck playing defense, Burry has gone on offense. After clearing out a dozen major positions in Q1—including giants like Alibaba, Baidu, and JD.com—he came back in Q2 with a shockingly tight portfolio. Just five names now make up nearly his entire book, and each one reveals a lot about how he's positioning for the next phase of the market.Here's what you'll learn in this video:➡️ Why Burry dumped Chinese tech, healthcare, and consumer brands in Q1➡️ The concentrated list of five stocks he loaded up on in Q2➡️ Why Lululemon, down 50% from highs, could be a contrarian play➡️ Bruker and Regeneron as health-care names with unique setups➡️ MercadoLibre's explosive growth and why it's Latin America's Amazon➡️ UnitedHealth as the classic Burry pick—cash-rich, stable, temporarily beaten down➡️ How OVTLYR's trend template and fear & greed models expose the difference between “crashing up” and “crashing down” stocks➡️ Why price action and moving averages beat so-called fair value every timeWe also dive into OVTLYR 4.0 and how new breadth models and sector heatmaps are delivering results up to 6X stronger than before. With upgrades like 10/20/50 EMA filters, sector vs. SPY strength comparisons, and real-time fear & greed scoring, traders now have a sharper edge to catch moves while avoiding traps.The big takeaway: don't confuse headlines with signals. Michael Burry, Warren Buffett, or anyone else trades on their own time frames, and blindly copying them rarely works. The key is building your own plan, sticking to your own risk rules, and treating your account like a fund manager would. That means respecting the trend, avoiding “hope” trades, and waiting for setups that align with your rules.Whether it's yoga pants at Lululemon, biotech instruments from Bruker, or e-commerce dominance from MercadoLibre, the lesson is the same: price trends and math-backed signals matter far more than hype or ratios. If you're serious about trading with clarity, OVTLYR gives you the framework to save time, cut risk, and take higher-probability trades.Trading isn't about chasing every move. It's about knowing when to sit out, when to press in, and when to let the market prove itself before you commit. Watch this breakdown to see how Burry's moves stack up against the data, and how you can use the same disciplined approach to sharpen your own edge.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

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Beauty Bets, Walmart's Miss, and Market Movers

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Aug 22, 2025 15:08


Wall Street’s losing streak deepens as Walmart posts a rare profit miss. Hosted by Michelle Martin with Ryan Huang, this episode dives into Walmart’s sales resilience, India’s luxury beauty boom, and corporate shake-ups. Global giants like L’Oréal, Shiseido, Estee Lauder, and Amorepacific are zeroing in on India’s rising consumers.We break down the UP or DOWN calls on Johnson & Johnson, Baidu, Great Eastern, Thomson Medical, and Coliwoo. Plus, a spotlight on the Straits Times Index movers SATS and DFI Retail. Catch the latest insights and signals shaping markets today.See omnystudio.com/listener for privacy information.

BeursTalk
Goede vooruitzichten voor de beurzen

BeursTalk

Play Episode Listen Later Aug 21, 2025 42:07


Er is al best wel wat goed nieuws ingeprijsd, maar toch: de vooruitzichten voor de beurs zijn nog steeds goed. "Het lijkt erop dat er beweging zit in het vredesoverleg tussen Rusland en Oekraïne", stelt Olaf van den Heuvel van Achmea Investment Management. "Daarnaast zie ik de Europese vertrouwensindicatoren aansterken. Natuurlijk krijgen we nog de impact van de handlestarieven, maar er is ontzettend veel geld in de markt en dat legt toch een bodem onder koersen." Han Dieperink van Auréus Vermogensbeheer is eveneens positief. "Ik denk zelfs dat we de piek in die handelstarieven al achter de rug hebben. De angst voor stagflatie valt achteraf wel mee en de winstcijfers zijn verrassend goed. Nog beter dan in de gouden jaren negentig." Verder bespreken we enthousiasme van Nederlandse beleggers voor defensieaandelen. Sinds begin 2023 is die bijna vertienvoudigd naar 832 miljoen euro, waarbij Rheinmetall veruit favoriet is bij beleggers. Han en Olaf geven hun mening daarover, is dat verstandig of juist niet? Verder in de podcast onder andere aandacht voor de cijfers van ASR, Aegon en Baidu. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tip. Han gaat voor een Nederlands bedrijf in de AEX, Olaf tipt een groot Duits industrieel concern. 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! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week een bijzondere ETF, de VanEck Video Gaming and eSports ETF. Er zijn wellicht niet veel ETF's die zich op dit thema richten en Martijn legt uit waarom hij deze ETF naar Nederland heeft gehaald. VanEck had deze ETF al op de Amerikaanse markt, maar in de zomer van 2019 heeft Martijn de ETF ook in Europa geïntroduceerd. Hoewel het aan de ene kant een nichemarkt is, is het ook weer niet zo gek om zo'n ETF te starten: er gaat in gaming en eSports inmiddels meer geld om dan in de filmindustrie in Hollywood. Er wordt ook goed geld in verdiend, wat het voor beleggers weer interessant maakt. De ETF laat de laatste twee jaar een hele sterke groei zien en inmiddels zit er voor meer dan 900 miljoen dollar in het fonds. Natuurlijk is dat geen garantie voor de toekomst en het is ook maar net naar welk deel van de koersgrafiek je kijkt, maar het geeft aan dat veel beleggers een graantje willen meepikken van deze sector. Luister vooral naar Martijns uitleg over de ETF. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

WSJ Tech News Briefing
TNB Tech Minute: Baidu Reports Lower Revenue Amid Weak Ad Business

WSJ Tech News Briefing

Play Episode Listen Later Aug 20, 2025 2:25


Plus: GM builds new AI team. And American battery companies are increasingly looking overseas for manufacturing. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Negotiation
Inside China's Demand for Wellness, Supplements, and Lifestyle Products with Emmanuel Poupelle

The Negotiation

Play Episode Listen Later Aug 20, 2025 54:37


In this episode of The Negotiation, we welcome Emmanuel Poupelle, WPIC Marketing + Technologies' Director of Growth for Europe, to explore how European lifestyle and health brands can succeed in China's fast-changing consumer landscape. Originally recorded as a webinar, there were so many incredible insights brought to the discussion that we felt it was well worth publishing as a podcast as well.Drawing on his extensive experience advising international brands, Emmanuel explains why China's evolving demographics, shifting consumption priorities, and increasing demand for premium lifestyle products have created a major growth opportunity. We discuss why Xiaohongshu (RED) is essential for discovery and influence, how Chinese consumers evaluate value and quality, and why European “heritage” brands still hold strong appeal.From health supplements and personal care to mental wellness and outdoor products, Emmanuel walks through the most promising categories—and why brands need to lead with storytelling, lifestyle positioning, and an integrated service model to win in China. Enjoy!Discussion PointsWhat's changing in China's consumer landscape—and why this matters for European brandsThe growing influence of Chinese outbound travellers and Xiaohongshu (RED)Why lifestyle positioning and heritage storytelling are key to market entry successWhich health and wellness categories are gaining the most tractionHow services, co-branding, and social commerce strategies can complement product launchesTiming your entry: why summer is ideal for lifestyle and travel-linked brandsWhere opportunities remain wide open: supplements, clean beauty, mental wellness

The Road to Autonomy
Episode 323 | Autonomy Markets: Uber's Autonomous Investments Won't Be Modest, With or Without Waymo

The Road to Autonomy

Play Episode Listen Later Aug 9, 2025 38:06


This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Uber's growing autonomous vehicle investments and why they won't be modest. While Uber publicly framed their autonomy spending as “modest” and emphasized share buybacks, CEO Dara Khosrowshahi made it clear on the company's Q2 2025 earnings call that more OEM partnerships and AV deals are on the horizon. At the same time, Uber pointed to “recycling” past investments, raising the question: why recycle when the company's growing free cash flow can support both increased buybacks and significant investments in the autonomy ecosystem? Is this simply a bid to reassure Wall Street while simultaneously preparing for an autonomous future?Anything is possible and we broke it all down on this week's edition of Autonomy Markets along with Lyft's renewed interest in autonomy and their willingness to invest and own assets. As Lyft prepares to spend (with a smaller balance sheet), Uber's autonomy investments will be anything but modest.Episode Chapters0:00 Uber's Autonomy Investments Narrative 3:49 Who Finances Robotaxi Fleets?6:16 What is Holding Back Growth of AVs?8:26 Autonomous Driving Systems10:20 Uber's AV Exclusive Deals 12:05 Uber Recycling Investments 16:09 Uber's Relationship with Waymo 18:49 Lyft is Leaning into Autonomy21:52 Lyft Partners with Baidu for Europe and UK Markets 2428 Managing AV Fleets 28:24 Aurora LIVE31:24 Zoox NHTSA Exemption 32:47 Autonomy Expands the Rideshare Market 37:33 Next WeekRecorded on Thursday, August 7, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Communism Exposed:East and West
China's Baidu to Deploy Its Self-Driving Taxis Globally Through Deals With Lyft, Uber

Communism Exposed:East and West

Play Episode Listen Later Aug 7, 2025 4:56


The Negotiation
Inside China's Trail Running Boom with Clementine Pippa Ebel

The Negotiation

Play Episode Listen Later Aug 6, 2025 47:31


In this episode of The Negotiation, we speak with Clementine Pippa Ebel, a cultural strategist and expert on China's rapidly growing outdoor sports market. Clementine works for KAILAS, one of China's top domestic outdoor gear brands, and brings unique insight into how Chinese consumers are embracing trail running, hiking, camping, and the broader Gorpcore lifestyle.We explore how outdoor culture is evolving across China—from elite ultra-marathon events to the growth of beginner-friendly running clubs in second- and third-tier cities. Clementine also explains what makes Chinese outdoor consumers unique, how Western brands can enter this space authentically, and the key regional nuances shaping demand.We also explore the impact of digital communities, livestreaming, and Xiaohongshu on shaping outdoor trends—and why this space represents one of the most exciting opportunities in China's consumer market today.Whether you're an outdoor brand eyeing expansion into China or simply curious about cultural shifts in the region, this is a must-listen conversation.Discussion Points:·       Clementine's journey from branding and cultural strategy to the world of outdoor sports in China·       The growth of trail running and ultramarathons across Chinese regions·       Why outdoor sports are resonating with young, urban Chinese consumers·       The role of KAILAS and other local brands in shaping the market·       Regional trends and the influence of nature tourism on demand·       How community-driven platforms like Xiaohongshu are fueling outdoor enthusiasm·       Gorpcore fashion: from function to street style in Chinese cities·       What Western outdoor brands need to know to localize effectively·       The intersection of sustainability, wellness, and outdoor consumerism·       Clementine's outlook on what's next in China's outdoor and adventure economy

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Palantir - viel zu teuer?” - Tesla-Bonus, Joby, Spotify, American Eagle, Tractor Supply

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 5, 2025 13:58


Der Scalable MSCI AC World Xtrackers UCITS ETF 1C von Xtrackers und unserem Sponsor Scalable Capital hat vor Kurzem die Marke von 250 Mio. € an Fondsvolumen geknackt. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Musk kriegt Geld. American Eagle kriegt Trump-Support. Joby kriegt Blade. Amphenol kriegt CommScope-Kabel. Idexx Laboratories hat geliefert. Spotify-Abonnenten kriegen höhere Preise. Außerdem ging's Figma schlecht und Lyft macht's mit Baidu. Verwirrender Name, starke Performance und Trump-Profiteur = Tractor Supply (WKN: 889826). Steigt Palantir (WKN: A2QA4J) noch weiter? Diesen Podcast vom 05.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Doppelgänger Tech Talk
Cloudflare vs. Perplexity | Nordkoreanische IT-Infiltration #481

Doppelgänger Tech Talk

Play Episode Listen Later Aug 5, 2025 59:53


Amazon streicht bei Wondery rund ein Drittel der Belegschaft. Lyft will gemeinsam mit Baidu ab 2026 Robotaxis in Großbritannien und Deutschland einsetzen. CrowdStrike meldet tägliche Versuche nordkoreanischer IT-Spezialisten, sich in westliche Firmen einzuschleusen. Der Konflikt Cloudflare ↔ Perplexity verdeutlicht, wie schwer sich legitime AI-Agenten von unerwünschtem Crawling trennen lassen. Palantir überschreitet erstmals die Umsatzmarke von 1 Mrd. USD pro Quartal und profitiert stark von US-Regierungsaufträgen. Nach schwachen Jobzahlen entlässt Präsident Trump die Leiterin des Bureau of Labor Statistics. Elon Musk arbeitet an einer Wiederbelebung des Kurzvideo-Dienstes Vine; parallel tauchen Berichte über Metas interne Torrent-Server auf. El Salvador hebt die Amtszeitbeschränkung für Präsident Bukele auf, Tesla muss nach einem Autopilot-Unfall über 240 Mio. USD zahlen, und Helsinki verzeichnet ein Jahr ohne Verkehrstote. Peter Thiel trat zudem beim rechtskonservativen MCC-Fest in Ungarn auf. 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) Amazon Wondery Personalabbau (00:04:45) Lyft & Baidu Robotaxis für Europa (00:08:50) Nordkoreanische IT-Infiltration (00:13:55) Cloudflare vs Perplexity Debatte um AI-Crawling (00:24:40) Palantir Earnings (00:35:50) Trump, Vine, El Salvador, Tesla-Prozess Shownotes Amazon kürzt Wondery-Personal, reorganisiert Audiogeschäft – bloomberg.com Lyft kooperiert mit Baidu bei Robotaxis in Europa – bloomberg.com CrowdStrike untersuchte 320 Fälle nordkoreanischer IT-Arbeiter im letzten Jahr – cyberscoop.com Balaji auf X: "Gute Widerlegung von Cloudflare durch Perplexity..." – x.com Perplexity umgeht No-Crawl-Direktiven – blog.cloudflare.com Palantir überschreitet erstmals $1 Milliarde Umsatz – cnbc.com Donald Trump entlässt Chef der US-Arbeitsstatistik nach schwachem Jobbericht – ft.com Elon Musk bringt Vine-Archiv zurück – techcrunch.com El Salvador hebt Amtszeitbeschränkungen auf, Bukele kann Wiederwahl anstreben – bbc.com Tesla hielt Daten zurück und lenkte Polizei und Kläger in die Irre – electrek.co

Monde Numérique - Jérôme Colombain

Robots humanoïdes, voitures autonomes, IA générative et même lunettes de paiement par clignement d'œil... La Chine dévoile ses ambitions technologiques à l'occasion de la World Artificial Intelligence Conference (WAIC) à Shanghai. La journaliste chinoise Shanhui Zhang (China Global Television Network) nous présente les innovations de la WAIC et analyse les ambitions chinoises en matière de technologie.Les sujet abordés dans cet épisode :Une industrie en pleine effervescence : avec plus de 800 exposants, la World Artificial Intelligence Conference de Shanghai a présenté un panorama spectaculaire de la tech chinoise, des géants comme Alibaba, Huawei ou Baidu jusqu'aux industriels traditionnels comme Baosteel, qui se lancent dans la robotique.Les robots humanoïdes dans la vie quotidienne : démonstrations de robots capables de jouer avec les enfants, de réaliser des tâches dans l'industrie lourde ou encore d'assurer des fonctions éducatives et sociales.Des lunettes pour payer dans les magasin : à Hangzhou, Alibaba a dévoilé les lunettes « AI Quark » qui permettent de payer d'un simple mouvement d'œil via Alipay.Des taxis autonomes à l'assaut des villes chinoises : Baidu propose des taxis autonomes sans chauffeur à Pékin et Wuhan, pour des trajets deux fois moins chers qu'un taxi classique. Shanhui Zhang les a testés.Un enjeu stratégique mondial : derrière les démonstrations technologiques, une véritable volonté politique. La Chine promeut une gouvernance internationale de l'IA, évoquant des mécanismes communs pour la protection des données, la sécurité et l'inclusion.Un appel à la coopération internationale : Pékin présente un plan d'action global pour encadrer le développement de l'IA, tout en soulignant le rôle central que la Chine souhaite jouer dans ce nouveau paradigme.-----------

The Negotiation
Housing, Confidence, and Consumption: China's Demand-Side Story with Tianchen Xu (Part 2)

The Negotiation

Play Episode Listen Later Jul 22, 2025 56:08


In Part 2 of our interview with EIU economist Tianchen Xu, we turn our focus to the Chinese consumer. Is spending recovering? What's happening in the housing market? And are the big headline sales events like 618 masking deeper issues in consumer confidence?Tianchen walks us through the mixed signals emerging from China's domestic economy, from retail sales rebounds to the drag of the property sector. He also explains the broader social and psychological drivers behind current consumption behavior and what he expects for the rest of the year.Discussion Points:The rebound in retail sales and why it may not reflect deep consumer confidenceHow the housing slowdown continues to weigh on economic psychologyThe role of savings, youth unemployment, and pandemic aftershocksLocal government infrastructure spending vs. private consumption as growth driversWhy we shouldn't expect a “bazooka” of stimulus—and what slow, steady support may look like

Business Travel 360
What's Up in Business Travel | Delta Reports Strong Results on AI Pricing with Fetcherr

Business Travel 360

Play Episode Listen Later Jul 21, 2025 13:07


Send us a textWelcome to What's Up in Business Travel for Week 28 of 2025.  This is a weekly podcast where we update you on what's up this week in the world of business travel.  This podcast is great for those who need to know what's happening all in under 15 minutes.Topics covered during this podcast -Delta encouraged by early results of AI pricingJune ARC Corporate Trips decline slowsLiquid carry-on limits may be eliminatedAvelo Airlines to cease West Coast operationsHawaiian announces layoffsDelta expands Elite SkyMiles for Business ServicesTAP Air Portugal launches 'TAP ForBiz'Wyndham & Grubhub partner on deliveryUber & Baidu partner to deploy robotaxis globallyIndiGo codeshares with JetstarBreeze Airways starts services from BurbankA new Hyatt Regency Times Square opensThe Waldorf Astoria New York is backBCD expands partnership for Agentic AIKayak for Business integrates with HQTraxo adds 6 new partners to MarketplaceYou can subscribe to this podcast by searching 'BusinessTravel360' on your favorite podcast player or visiting BusinessTravel360.comThis podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the show

Autoline Daily - Video
AD #4094 - Stellantis Throws In the Towel with Fuel Cells; Volvo To Shift SUV Production to U.S.; Mercedes Reveals 1st All-Electric Wagon

Autoline Daily - Video

Play Episode Listen Later Jul 16, 2025 10:00


- Stellantis Ends Fuel Cell Development - Ford Plans More Passenger Cars for Europe - Volvo To Shift SUV Production to U.S. - Uber and Baidu Form Robotaxi Partnership - Renault Names CFO Interim CEO - Renault Lowers 2025 Financial Guidance - Mercedes Reveals 1st All-Electric Wagon - Honda Helps U.S. Bobsled Team Improve Aerodynamics - Only 8 Chinese Automakers Post Q1 Net Profit - 10% Of Sprinter's Converted into Campers

Autoline Daily
AD #4094 - Stellantis Throws In the Towel with Fuel Cells; Volvo To Shift SUV Production to U.S.; Mercedes Reveals 1st All-Electric Wagon

Autoline Daily

Play Episode Listen Later Jul 16, 2025 9:42


- Stellantis Ends Fuel Cell Development - Ford Plans More Passenger Cars for Europe - Volvo To Shift SUV Production to U.S. - Uber and Baidu Form Robotaxi Partnership - Renault Names CFO Interim CEO - Renault Lowers 2025 Financial Guidance - Mercedes Reveals 1st All-Electric Wagon - Honda Helps U.S. Bobsled Team Improve Aerodynamics - Only 8 Chinese Automakers Post Q1 Net Profit - 10% Of Sprinter's Converted into Campers

Daily Tech News Show (Video)
Can AI Localize What You Vocalize? – DTNS Live 5060

Daily Tech News Show (Video)

Play Episode Listen Later Jul 15, 2025 64:11


Reddit has started age verification checks for UK users to comply with the Online Safety Act. Uber will partner with Baidu to let people schedule rides with its robo-taxis outside the US and China. Microsoft is testing energy saver settings based on your workflow instead of just your battery level. And are accented AI voices an important feature for users? Starring Sarah Lane, Tom Merritt, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!

Halftime Report
The Record Run 7/15/25

Halftime Report

Play Episode Listen Later Jul 15, 2025 42:47


Frank Holland and the Investment Committee debate the record run, as the Nasdaq and S&P 500 hit fresh all-time highs. The experts discuss how to trade the big banks as they kick off earnings. Josh Brown is back with his “Best Stocks in the Market.” Calls of the Day include 3M, Otis Worldwide, and American Express. The panel reacts to Uber's new partnership with Baidu.Investment Committee Disclosures

Let's Talk AI
#215 - Runway games, Meta Superintelligence, ERNIE 4.5, Adaptive Tree Search

Let's Talk AI

Play Episode Listen Later Jul 8, 2025 116:21 Transcription Available


Our 215th episode with a summary and discussion of last week's big AI news! Recorded on 07/04/2025 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/. In this episode: Cloudflare's new AI data scraper blocking feature, its potential implications, and technical challenges Meta's aggressive recruitment for its Super Intelligence Labs division is covered, highlighting key hires from OpenAI and other leaders in the field Anthropic loses significant talent to Cursor, with details on their new economic futures program focusing on AI's impact on the labor market Notable open-source AI model releases from Baidu and Tencent are also discussed, including their performance metrics and potential applications. Timestamps + Links: (00:00:11) Intro / Banter (00:01:43) News Preview Tools & Apps (00:02:55) Cloudflare Introduces Default Blocking of A.I. Data Scrapers (00:05:44) Runway is going to let people generate video games with AI (00:11:24) Google embraces AI in the classroom with new Gemini tools for educators, chatbots for students, and more (00:16:23) No one likes meetings. They're sending their AI note takers instead. (00:18:08) Google launches Doppl, a new app that lets you visualize how an outfit might look on you (00:19:14) Google's Imagen 4 text-to-image model promises 'significantly improved' boring images Applications & Business (00:22:18) Mark Zuckerberg announces his AI ‘superintelligence' super-group (00:29:35) Anthropic Revenue Hits $4 Billion Annual Pace as Competition With Cursor Intensifies (00:35:10) As job losses loom, Anthropic launches program to track AI's economic fallout (00:38:04) OpenAI says it has no plan to use Google's in-house chip (00:41:08) Nvidia stakes new startup that flips script on data center power (00:44:11) TSMC Arizona Chips Are Reportedly Being Flown Back to Taiwan For Packaging; U.S. Semiconductor Supply Chain Still Remains Dependent on Taiwan Projects & Open Source (00:46:57) Baidu releases open source model family ERNIE 4.5 (00:51:55) Tencent Open Sources Hunyuan-A13B: A 13B Active Parameter MoE Model with Dual-Mode Reasoning and 256K Context (00:57:09) Together AI Releases DeepSWE: A Fully Open-Source RL-Trained Coding Agent Based on Qwen3-32B and Achieves 59% on SWEBench (01:00:11) GLM-4.1V-Thinking: Towards Versatile Multimodal Reasoning with Scalable Reinforcement Learning (01:04:10) DiffuCoder: Understanding and Improving Masked Diffusion Models for Code Generation Research & Advancements (01:06:21) Wider or Deeper? Scaling LLM Inference-Time Compute with Adaptive Branching Tree Search (01:13:07) The Automated LLM Speedrunning Benchmark: Reproducing NanoGPT Improvements (01:18:04) Claude 4 Opus and Sonnet reach 50%-time-horizon point estimates of about 80 and 65 minutes, respectively (01:21:37) Performance Prediction for Large Systems via Text-to-Text Regression (01:25:38) Does Math Reasoning Improve General LLM Capabilities? Understanding Transferability of LLM Reasoning (01:26:33) Correlated Errors in Large Language Models Policy & Safety (01:29:04) Forecasting Biosecurity Risks from LLMs (01:36:06) AI Task Length Horizons in Offensive Cybersecurity (01:42:30) Inside Tech's Risky Gamble to Kill State AI Regulations for a Decade (01:52:56) Denmark to tackle deepfakes by giving people copyright to their own features