Podcasts about Baidu

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.

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.

Elke maand verzorgen beursanalisten Jordy Beuving en Jean-Paul van Oudheusden een uitgebreide update over technologie aandelen. In deze aflevering komen onder andere Intel, ASML, ASM, Oracle, Microsoft, NVIDIA, Meta, Alphabet, Apple, Amazon, Tencent, Alibaba, Baidu en Tesla aan bod! Ontvang al onze exclusieve analyses, video's en beurscontent: https://www.deaandeelhouder.nl/premium/ Benieuwd naar de portefeuilles van zowel Jordy als Jean-Paul? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/ Video Jordy over Intel/NVIDIA deal: https://youtu.be/WSfvxcOE4IIVideo Jordy over ASMI beleggersdag: https://youtu.be/I6KQmU0AWgQTimestamps:00:00 - 01:12 Intro01:12 - 05:07 Big Tech update05:07 - 10:45 Microsoft10:45 - 14:08 Alphabet14:08 - 19:40 Amazon19:40 - 28:42 Apple28:42 - 32:32 Meta32:32 - 35:35 Tesla35:35 - 38:30 Koersendashboard Big Tech38:30 - 50:35 NVIDIA, OpenAI & Oracle50:35 - 56:00 Nebius56:00 - 01:06:35 Intel comeback + deal NVIDIA 01:06:35 - 01:10:35 Chipaandelen hoger01:10:35 - 01:16:25 Inhaalslag ASML 01:16:25 - 01:18:20 ASML partnership Mistral AI01:18:20 - 01:19:08 ASM beleggersdag01:19:08 - 01:21:46 Portfolio Jordy01:21:46 - 01:24:40 Chinese aandelen: Alibaba, Baidu, Tencent01:24:40 - 01:26:14 Afsluiting

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

Lundi 15 septembre, le groupe Alphabet qui détient Google, a dépassé les 3 000 milliards de valorisations en Bourse. Une performance mondiale due notamment à ses succès dans le transport autonome. Voitures, taxis sans chauffeurs circulent déjà dans les grandes villes du monde. Mais si le marché prospère en Asie et en Amérique du Nord, l'Europe reste à la marge. Pourtant, des idées arrivent pour s'adapter aux Européens. Deux gros points sur le globe : les USA et l'Asie, notamment la Chine, championne du marché avec son géant technologique, Baidu. Ce groupe a fait des villes du centre de la Chine les laboratoires du véhicule autonome. Des camions sans chauffeurs opèrent également dans tous les grands ports : Shanghaï, Shenzhen…    Aux États-Unis, Google avec sa marque de taxis Waymo sans pédales ni chauffeurs réalise le plus de trajets, environ 250 000 par semaine, majoritairement en Californie. Les concurrents arrivent ! L'entreprise Tesla du milliardaire Elon Musk promet, dès la fin de l'année, d'agrandir sa flotte de robotaxis, tout comme le transporteur Uber. L'Europe mise sur le transport collectif autonome  Et l'Europe alors ? Pour le chercheur Félix Carreyre, membre du Vedecom, institut spécialisé, les conducteurs européens n'auront jamais la culture du véhicule privé autonome. L'avenir de l'autonomie est au collectif, des villes moyennes comme la Rochelle testent des navettes de moins de vingt passagers : En Europe, nous n'avons pas le même rapport aux voitures autonomes qu'aux États-Unis ou en Asie. Si les Européens ne sont pas encore passés à l'autonomie des voitures personnelles, ils sont plus ouverts à des transports en commun autonomes. C'est déjà le cas dans certaines villes qui testent des navettes sur des trajets bien précis à 8 ou 12 places. En Europe, le véhicule autonome a sa place pour des lignes dans les petites villes, voire dans les villages. Partout où les bus ne seraient pas rentables, par manque d'usagers pas assez nombreux pour des trajets réguliers et quotidiens.  À lire aussiRobotaxis: une réalité aux États-Unis et en Chine, bientôt en Europe? Qu'ils soient individuels ou collectifs, ces véhicules utilisent de l'autonomie embarquée (capteurs, caméras…) donc énormément de données énergivores. Pour que cette grande quantité d'énergie aide à lutter contre le réchauffement de l'atmosphère, il faut miser sur le renouvelable (énergie solaire, éolienne…)  Le Maroc, porte-drapeau de l'Afrique  En Afrique, l'énergie solaire et ses promesses de batteries écologiques peuvent faire espérer un avenir pour des véhicules autonomes collectifs qui feraient chuter les niveaux de pollution. Il s'agirait de navettes ou de bus pour des trajets collectifs. Le Kenya, l'Afrique du Sud ont commencé les projets. Mais sur le continent, c'est surtout le Maroc qui y croit. Le royaume annonce son ambition d'être le pays pionnier du transport autonome en Afrique. À lire aussiPionnier du TGV en Afrique, le Maroc veut participer à l'extension de la grande vitesse sur le continent

Die https://Technikwoche.de von https://eicker.TV mit allen Kurzvideos an einem Stück und als YouTube Podcast:Zeitfresser Social Media ⏳ Im Durchschnitt verbringen Menschen heute rund 2,5 Stunden täglich auf Plattformen wie Instagram, TikTok oder Facebook.Visuelle Revolution

In dieser Episode kombiniere ich einen Besuch in einer der bekanntesten „Unternehmerstraßen“ von ganz China mit meinen chinesischen App- und KI-Erfahrungen. Besonders gehe ich dabei auf eine App von Alibaba ein, die gerade große Veränderungen vollzieht, die auch für Investoren relevant sind.
 Timestamps:
 - Teil 1: Peking-Erkundung (00:00-12:05)
 - Teil 2: App-Erfahrungen (12:06-23:26)
 Erwähnte Begriffe:
 - DeepSeek
 - Xiaohongshu
 - Peking University („Beida“)
 - Amap / Gaode (Alibaba)
 - Alipay (Alibaba)
 - Taobao (Alibaba)
 - Dianping (Meituan)
 - Street Star
 - Eleme (Alibaba)
 ► 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, Tencent, Meituan, 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

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

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

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.

"Ich war eigentlich immer in China investiert." wiki-Trader Philipp Haas über spannende, lukrative Märkte abseits des US-Mainstreams und Europas Chancen. China und die Schwellenländer haben es ihm angetan, denn der internationale Investor muss diversifiziert denken und in allen Weltregionen stattfinden. Haas imponiert die Realpolitik Chinas, der wuchtige Binnen- und Exportmarkt und das starke Verhandlungsverhalten im Handelsstreit mit den USA. In seinem wikifolio China und Emerging Markets Tech ( https://go.brn-ag.de/452 ) stecken insgesamt rund 50 Werte, darunter Klassiker wie Jinko Solar, BYD, Alibaba, JD.com, Tencent oder Baidu - alle zu Beginn gleich gewichtet. Die Zusammensetzung erfolgt ähnlich wie im wiki It's the brand stupid! Die Komposition mit Werten aus den Schwellenländern ist aber durchaus volatil und damit "Nichts für Angsthasen."

Baidu shares have jumped more than 16 percent to hit two-year highs, driven by optimism over its homegrown AI chip venture and signs of growth in its AI Cloud business. Join Dan Koh and Emaad Akhtar in this episode of Companies to Watch, as they break down what’s fueling the rally, how Baidu stacks up against Tencent, Alibaba, and global tech giants, and the risks investors need to weigh before buying into the hype.See omnystudio.com/listener for privacy information.

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.

Apple lance un iPhone plus fin que jamais ainsi qu'une nouvelle Watch et de nouveaux Airpods mais... derrière les annonces, plusieurs déceptions.Avec Bruno Guglielminetti (Mon Carnet)

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.

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.

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

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

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

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

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

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

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.

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.

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

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

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.

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

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.

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

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.-----------

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

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

Description:In this episode of Kilowatt, we dive deep into Uber's ambitious expansion into autonomous mobility and delivery services. The company is partnering with a host of tech innovators, including Cartken for robotic food delivery, Avride for mobility solutions, and May Mobility for scalable autonomous vehicles. Uber is also collaborating with Baidu and WeRide to accelerate self-driving deployments across numerous cities. Meanwhile, Volkswagen is contributing its ID. Buzz vehicles to Uber's future robotaxi fleet, and Lucid is providing 20,000 Gravity SUVs outfitted with Nuro's autonomous driver system. These strategic moves position Uber as a major player in the evolving landscape of urban transportation and robotic logistics.Support the Showwww.supportkilowatt.comOther Podcasts:Beyond the Post YouTubeBeyond the Post PodcastShuffle Playlist918Digital WebsiteNews Links:Uber Partners Cartken to Provide Six-wheeled Robots for Food DeliveryUber Scaling — Serve RoboticsUber and Avride Announce Autonomous Delivery and Mobility PartnershipBaidu and Uber Join Forces to Accelerate Autonomous Vehicle DeploymentVolkswagen and Uber Launch Strategic Partnership for Autonomous ID. Buzz VehiclesUber and WeRide Expand Strategic Partnership to 15 More CitiesUber and May Mobility Announce Strategic Partnership to Scale Autonomous VehiclesVolkswagen Unveils Robotaxi for Uber's Los Angeles FleetUber to Deploy 20,000 Lucid Gravity Robotaxis with Nuro DriverSupport this show http://supporter.acast.com/kilowatt. Hosted on Acast. See acast.com/privacy for more information.

- 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

- 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Blackrock und seine 12-Billionen, gemischte Bilanzen bei US-Banken und einen Stimmungsdämpfer in der Kryptowoche. Außerdem geht es um Alibaba, Baidu, Alcoa, ASML, TSMC, Uber, iShares Core MSCI World, Citigroup, Wells Fargo, DWS, State Streets, JP Morgan, Goldman Sachs Asset Management, Amundi, Robinhood, Coinbase, Circle, DocMorris, Redcare Pharmacy, DroneShield, AeroRed Cat Holdings, MP Materials, Perpetua Resources, Freeport McMoRan, NexGen Energy, NuScale, Oklo, Siemens Energy, RocketLab, Eutelsat, Avio. 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.) [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

Mehr Infos zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. BlackRock & Wells Fargo leiden unter reichen Kunden + wenig Zinsen. NVIDIA, AMD, Tencent, Baidu & Alibaba profitieren von TACO. MP Materials profitiert von Apple. Trade Desk goes S&P 500. FTSE 100 & Citigroup haben Rekorde. JPMorgan hat gute Banker. Deutsche Autobauer haben's schwer. Daimler Truck (WKN: DTR0CK) will den Börsenwert verdoppeln. Asien soll's richten. Alphabet (WKN: A14Y6H) wird an der Börse wie der große KI-Verlierer gehandelt. Ist vielleicht das Gegenteil der Fall? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 16.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

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!

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

In this episode of China EVs & More, Tu and Lei dive into the latest from China's fast-moving EV market. They explore the intense price war that's reshaping the industry, why Tesla's Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYD's dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90's high-stakes debut, Xpeng's EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

In Part 1 of our conversation with Tianchen Xu, Senior Economist at The Economist Intelligence Unit, we dig into China's macro performance in the first half of 2025—and what the future may hold. Tianchen analyzes Q1's headline 5.4% growth, discusses why the London trade truce between the US and China matters, and highlights what Western media narratives often miss when reporting on China's economy.We also explore how resilient China's economy really is in the face of renewed US tariffs, whether the truce will hold, and how all of this impacts international brands and investor sentiment. For anyone navigating China's economic landscape in 2025, this episode offers a level-headed, data-driven perspective.Discussion Points:Why Q1 2025's 5.4% GDP growth may be more complicated than it looksThe London US-China tariff agreement: what it covers and what could unravelHow China's supply chain reconfiguration may insulate it from future tariff shocksWhat Western media gets wrong about China's macro fundamentalsThe role of state-led investment and policy buffers in maintaining growth momentum

- U.S. Smuggles in Chinese Minerals - BYD #3 Globally by Market Cap - China Loves Trump's “One Big Beautiful Bill” - Ford Still Qualifies for U.S. Battery Subsidies - Teens Can Rent Waymo AVs - Baidu Rents AVs By the Week - AV Race Car Smashes Track Record - Rivian Launches Gen-2 Quad Motor - Rivian Spin-Off Valued At $1B - U.S. Used Car Prices Climbing  - VW AG Ekes Out Global Q2 Sales Gain - Bentley Reveals Jag-Like EV Concept

- U.S. Smuggles in Chinese Minerals - BYD #3 Globally by Market Cap - China Loves Trump's “One Big Beautiful Bill” - Ford Still Qualifies for U.S. Battery Subsidies - Teens Can Rent Waymo AVs - Baidu Rents AVs By the Week - AV Race Car Smashes Track Record - Rivian Launches Gen-2 Quad Motor - Rivian Spin-Off Valued At $1B - U.S. Used Car Prices Climbing  - VW AG Ekes Out Global Q2 Sales Gain - Bentley Reveals Jag-Like EV Concept

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

This week we discuss a proposal in Fedora 44 to remove support for 32 bit libraries. We address your Kubernetes questions and talk about 2-in-one laptops with touchscreens! -- During The Show -- 00:54 Intro VLANs on Linux Trunk into V-Host Not using NetPlan Using bridges to different ports 11:23 Kubernetes - Nick Steve and Open Shift The disconnect If you bring it, you are "the guy" You need to understand what you are running Write back in! As nerds we need to pull back the covers 21:00 How Noah got started with Linux Got it working Company paid to train Noah 22:42 News Wire xfsprogs - lwn.net (https://lwn.net/Articles/1026870/) Cryptsetup 2.8 - phoronix.com (https://www.phoronix.com/news/Cryptsetup-2.8-Released) Docker 28.3 - docs.docker.com (https://docs.docker.com/engine/release-notes/28/) Rust 1.88 - releases.rs (https://releases.rs/docs/1.88.0/) Mir 2.21 - app.daily.dev (https://app.daily.dev/posts/mir-2-21-released-with-cursor-scaling-mouse-keys-support-dj8rkcvxb) Firefox ESR 140 - mozilla.org (https://www.mozilla.org/en-US/firefox/140.0/releasenotes/) Jonathan Bryce To Lead CNCF - thenewstack.io (https://thenewstack.io/linux-foundation-appoints-jonathan-bryce-to-lead-cncf/) Refresh OS 2.5 - refreshos.org (https://refreshos.org/download_refreshos_2-5.html) TheSSS 49 - sourceforge.net (https://sourceforge.net/projects/thesss/) Tails 6.17 - torproject.org (https://blog.torproject.org/new-release-tails-6_17/) Oracle 10 - blogs.oracle.com (https://blogs.oracle.com/linux/post/oracle-linux-10-now-generally-available) Fedora May Drop 32-bit packages - tomshardware.com (https://www.tomshardware.com/software/linux/fedora-linux-ponders-dropping-32-bit-packages-could-force-bazzite-to-shut-down-according-to-its-creator) Berkely Humanoid Robot - fox.com (https://www.foxnews.com/tech/berkeley-launches-lightweight-open-source-humanoid-robot) DeviceLayout.jl Open Source - amazon.com (https://aws.amazon.com/blogs/quantum-computing/design-quantum-integrated-circuits-with-open-source-software-devicelayout-jl-from-aws/) A2A Protocol Project - campustechnology.com (https://campustechnology.com/articles/2025/06/24/linux-foundation-to-host-protocol-for-ai-agent-interoperability.aspx) Gemini CLI - blog.google (https://blog.google/technology/developers/introducing-gemini-cli-open-source-ai-agent/) Google has announced Gemini CLI: an open-source CLI AI agent GitHub Copilot - visualstudiomagazine.com (https://visualstudiomagazine.com/articles/2025/06/30/vs-code-goes-transparent-as-open-source-ai-editor.aspx) Ernie 4.5 - techtarget.com (https://www.techtarget.com/searchenterpriseai/news/366626838/Baidu-makes-foundation-model-Ernie-45-open-source) 24:34 Touch Laptop/Tablet - Aryeh HP ProBook CTC Solutions Donates Laptops Writing scripts for 2in1 PineTab2 29:15 Gift Buying - Carey Geek buying gift guide before Black Friday/Cyber Monday Noah is already making a list Seagate Iron Wolf Pro Backblaze survey Recertified MDD Drives Treat drives like cattle Drive warranty 37:25 Liberux Nexx Phone Liberux (https://liberux.net/) Nexx Indiegogo (https://liberux.net/) Open Source and Crowdfunding done right Noah doesn't crowd fund hardware PinePhone Pro comes close Liberux Nexx Hardware kill switches Replaceable eMMC, RAM, Cellular Built for Linux Steve needs an MP3 player 46:20 Fedora 44 and 32 bit 32 bit required for games and older software 32 bit vs TPM 2.0 Removing 32 bit could kill projects like Bazzite Canonical tried this and back tracked We may get 32 bit emulators How long will 32 bit stick around fedoraprojet.org (https://discussion.fedoraproject.org/t/f44-change-proposal-drop-i686-support-system-wide/156324/303) tomshardware.com (https://www.tomshardware.com/software/linux/fedora-linux-ponders-dropping-32-bit-packages-could-force-bazzite-to-shut-down-according-to-its-creator) -- The Extra Credit Section -- For links to the articles and material referenced in this week's episode check out this week's page from our podcast dashboard! This Episode's Podcast Dashboard (http://podcast.asknoahshow.com/448) Phone Systems for Ask Noah provided by Voxtelesys (http://www.voxtelesys.com/asknoah) Join us in our dedicated chatroom #GeekLab:linuxdelta.com on Matrix (https://element.linuxdelta.com/#/room/#geeklab:linuxdelta.com) -- Stay In Touch -- Find all the resources for this show on the Ask Noah Dashboard Ask Noah Dashboard (http://www.asknoahshow.com) Need more help than a radio show can offer? Altispeed provides commercial IT services and they're excited to offer you a great deal for listening to the Ask Noah Show. Call today and ask about the discount for listeners of the Ask Noah Show! Altispeed Technologies (http://www.altispeed.com/) Contact Noah live [at] asknoahshow.com -- Twitter -- Noah - Kernellinux (https://twitter.com/kernellinux) Ask Noah Show (https://twitter.com/asknoahshow) Altispeed Technologies (https://twitter.com/altispeed)

This week's podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the Amap case study.My summary of the Alibaba Management Playbook:Diagnose the problem: Stagnant growth? Negative NPS? Low engagement?1-Unwavering focus on customer value. Re-clarify customer value. This includes:Customer segmentation. Who are you targeting? What are you after (revenue)? Traffic? Data (Amap)?What do they most care about? Map out the process.Is what customers want changing? Tech change? PC to mobile changed what maps could do.What is the competitor offering and how you are going to take their customers?2-Fix the Big Pain Points. Requires Data-Driven Decision Making and Iteration.3-Do cultural change and increased communication and coordination.4-Agile teams and tactics are key. Tactical brilliance and guerrilla execution.5-Have early wins.6-Build a powerful biz model or operating flywheel.--------- I write, speak and consult about how to win (and not lose) in digital strategy and transformation.I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show

- Maserati In Deep Trouble, Up for Sale? - Fewer Americans Getting Driver's License - Ford Claims Skunkworks EV Matches China Cost - U.S. Tariffs Cost German OEM's Half a Billion/Month - Audi Talking About Greenfield U.S. Plant - Stella and Renault Want Looser Small Car Safety Regs - Renault Forms JV With Geely In Brazil  - Baidu Robotaxis Headed to Singapore, Malaysia

Shoot us a Text.Episode #1074: We're diving into CDK's post-attack transformation, Waymo's bold NYC ambitions, and China's booming AI-driven live commerce, where digital humans are outselling their creators.Show Notes with links:A year after cyberattacks rocked the industry and CDK Global, the focus has shifted from crisis response to long-term resilience — though not all lessons stuck.Two cyberattacks forced CDK's DMS offline for two weeks, disrupting operations at 15,000 dealerships and costing over $1 billion in sales.Many groups invested heavily in cybersecurity and revised disaster recovery plans as a result, with leaders like Judy Serra and Joe Shaker emphasizing staff training and consultant support as critical steps forward.Helion's Erik Nachbahr noted some dealers quickly reverted to old habits, citing a recent DMS switch that went live without basic protections like multifactor authentication — a move he called unacceptable.CEO Brian MacDonald says CDK is now “stronger than ever,” with deeper investments in security, R&D, and customer experience, saying “Over the past year, we've also seen record customer renewals.”Joe Shaker of Shaker Auto Group and TruVideo said, “It could happen to anyone. My feelings were that after going through what they've gone through and after looking at every nook and cranny of their business for security that [CDK] may be the most secure.”Waymo is preparing to re-enter New York City to map and test its autonomous vehicles — with human drivers — as it eyes a major expansion into one of the most complex and coveted markets in the U.S.Waymo is returning to NYC for the first time since 2021 to resume mapping and testing, though humans will remain behind the wheel due to state law.The company is lobbying for legal changes and applying for a permit to operate in Manhattan with safety specialists in the driver seat.In a groundbreaking move, Baidu aired a 6-hour shopping livestream led entirely by AI-generated digital humans modeled after popular host Luo Yonghao — and it crushed human-led benchmarks.The broadcast introduced 133 products with AI versions of Luo and a co-host responding to viewer comments in real time.The digital duo generated $7.6 million in sales, outperforming Luo's real past performance in just 26 minutes.China's live commerce market hit $695 billion in 2023, and Baidu now counts over 100,000 active digital human hosts, with the company saying digital humans can cut broadcast costs by 80% and boost sales by 62%.“To be honest, I was really shocked by the effectiveness of this digital human,” Luo said post-show, calling it “reality.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/