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In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Mega-Deal von Netflix, ein Allzeithoch bei Ulta Beauty und eine Kündigungswelle bei der UBS. Außerdem geht es um Warner Bros. Discovery, Adobe, Micron Technology, Netflix, Baidu, Moore Threads, Ulta Beauty, Douglas Holding, iShares Core MSCI World (WKN: A0RPWH), Global X Super Dividend ETF (WKN: A3DEKS), Global X European SuperDividend (WKN: A40QH7) Orlen, Aker BP, Conduit Holdings und Pennon Group. https://www.welt.de/wirtschaft/plus692b6432323f41891e564a72/geld-mit-diesen-aktien-und-etfs-erfuellen-sie-sich-den-traum-von-der-dividenden-rente.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm 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
S&P futures are up +0.2% and pointing to a slightly higher open today. Asian equities ended mixed on Friday. Japan's Nikkei gave up half of Thursday's strong gains, South Korea's Kospi led regional gains, and China markets posted modest increases. European markets are trending higher, with major benchmarks all advancing and the German DAX leading. Companies Mentioned: Netflix, Warner Brothers Discovery, ITT Inc, Baidu
European bourses trade modestly firmer, with little macro news to steer price action. Sentiment follows on from a mixed and quiet APAC session.US equity futures are mixed/mostly firmer with a skew towards tech-positive as ES and NQ eke mild gains vs the YM and RTY.DXY has unwound most of its earlier losses. Initially hit by a firmer JPY on the back of more hawkish BoJ sources, coupled with verbal intervention; USTs remain flat in a thin 112-22+ to 112-27+ band.Baidu (9888 HK/ BIDU) reportedly weighs a Hong Kong IPO for its AI chip unit Kunlunxin, to rival NVIDIA (NVDA); Dell (DELL) reportedly plans price hike of 15-20% from mid December.A Russian Kremlin aide said Russia and the US are moving forward in talks relating to Ukraine. Ready for further work with the current US negotiating team.Looking ahead, highlights include Canadian Jobs Report (Nov), US PCE (Sep), US University of Michigan Prelim (Dec), Comments from ECB's Lane.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this first installment of our two-part conversation with Professor Lizhi Liu, Todd sits down with one of the leading scholars shaping global understanding of China's digital economy. Lizhi's award-winning book, From Click to Boom, explores how political institutions and digital platforms co-evolved to fuel the world's most sophisticated e-commerce ecosystem.In this episode, Lizhi walks us through her academic journey, what sparked her interest in the political economy of tech, and the research that shaped her landmark book. She explains the scale and speed of China's e-commerce boom, the institutional innovations that enabled it—from digital payments to logistics networks—and the profound social transformations that followed. We also take a deep dive into the rise of “Taobao Villages,” exploring how rural communities leveraged online commerce to reshape livelihoods and migration patterns.Listeners will come away with a deeper understanding of how China built the most advanced e-commerce market in the world—and why similar growth hasn't taken place in Western economies.Discussion Points (Part 1):Lizhi's academic background and path into studying the political economy of Chinese techWhat led to the research behind From Click to BoomThe global scale of China's e-commerce market and how it compares to the WestFoundational institutions that unlocked China's e-commerce growth: payments, logistics, governance mechanismsBroader social and economic impacts of digital commerce, including rural revitalizationThe rise and significance of Taobao Villages
En el episodio 766 del podcast hago un resumen de la actualidad tecnológica más destacada de la semana. Amazon, Meta, ByteDance o Alibaba se enfrentan a bloqueos mientras la Unión Europea sigue marcando la actualidad con los temas regulatorios. 24/11/25 Malasia prepara una prohibición total de redes sociales para menores de 16 años a partir de 2026. 24/11/25 Italia investiga a Amazon por facilitar la entrada de mercancía china sin declarar. 25/11/25 Senadores de EE. UU. exigen investigar a Meta por los ingresos derivados de anuncios fraudulentos. 25/11/25 Cómo la crisis de Nexperia volvió a desestabilizar las cadenas de suministro del automóvil. 25/11/25 CNN retira su contenido de Apple News mientras negocian un nuevo acuerdo. 26/11/25 Bruselas rechaza las insinuaciones de Estados Unidos: la normativa digital europea “no está en venta”. 26/11/25 Alibaba supera previsiones gracias al auge del comercio minorista instantáneo y al impulso de la IA. 26/11/25 China bloquea a ByteDance y prohíbe el uso de chips Nvidia en nuevos centros de datos. 27/11/25 Tesla intenta reconducir su negocio mientras la caída global de ventas se agrava. 27/11/25 Perplexity se adentra en el comercio digital con su nuevo asistente de compras con IA. 28/11/25 El Pentágono propone incluir a Alibaba, Baidu y BYD en su lista de empresas vinculadas al ejército chino. 28/11/25 La UE aprueba un nuevo marco para reforzar la protección frente al fraude online. 28/11/25 Francia archiva la denuncia antimonopolio de Qwant contra Microsoft. 29/11/25 Alibaba irrumpe en el mercado de gafas inteligentes con las nuevas Quark AI. 29/11/25 Google retira su denuncia contra Microsoft en la nube mientras avanza la investigación de la UE. 30/11/25 La UE estudia si Apple Ads y Apple Maps deben cumplir las reglas estrictas de la DMA. 30/11/25 Huawei y ZTE consolidan contratos 5G en Vietnam tras los aranceles de EE.UU.
S&P futures are trending slightly higher following the Thanksgiving holiday. We note that the U.S. markets will close early today at 1 PM Eastern Time. Asian markets ended mixed in quiet trading on Friday. Nikkei edged higher, while the Hang Seng closed marginally lower. Mainland China saw modest gains, and South Korea's Kospi fell sharply due to weakness in chip stocks. European markets are flat to mixed, following firmer levels on Thursday. Companies Mentioned: Jefferies Financial, Getty Images, Baidu
Market update for November 28, 2025:In today's episode we discuss the major CME outage that froze futures trading. Then we dig into Black Friday and the impact of AI on holiday shoppingPlus, Baidu unveils its new AI chip roadmap, positioning itself as China's challenger to Nvidia and HuaweiFollow us on Instagram for bonus content and instant reactions.
In Cina sono già una realtà quotidiana: le auto senza conducente attraversano metropoli dense di traffico, riconoscono pedoni, biciclette e semafori. Ora questi robotaxi stanno arrivando in Svizzera, dove l'innovazione procede a passo misurato e ogni tecnologia deve conquistare la fiducia del cittadino prima di entrare nella vita di tutti i giorni. Il colosso della tecnologia cinese Baidu porta i suoi taxi senza conducente dal caos organizzato delle metropoli cinesi alle strade ordinate e rurali della Svizzera orientale, portando con sé sfide, paure e opportunità. La diffusione dei robotaxi riaccende anche il dibattito sul futuro, tra scetticismo verso la sostituzione dell'uomo e fiducia nei benefici dell'innovazione.
26/11 Wall Street chiusa per Thanksgiving. Si festeggia in anticipo: quarta seduta in verde, Apple da record. S&P e Dow cancellano le perdite di novembre grazie alla FED. Beige Book, le ombre dell'AI sul lavoro. Bitcoin sopra 92.000 dollari, crolla il Vix. In Asia, indici positivi: record per la borsa indiana. Il Pentagono mette in discussione Alibaba, Baidu e BYD. Crolla Cina Vanke. Futures contrastati in Europa, oggi minute Bce sotto i riflettori MFE. Il mercato premia la Reeves. Tether: il downgrade di S&P e la risposta di Paolo Ardoino. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Negotiation, host Todd Embley sits down with Elysia Guo, a rising voice in China's influencer economy and an entrepreneur who has built a unique career at the intersection of strategy, creativity, and digital influence.Elysia shares her journey from a strategy consultant to becoming a full-time content creator and brand collaborator, offering an inside look into China's fast-moving social marketing landscape. She discusses how she built her online presence, what brands look for when working with influencers, and what differentiates China's major social platforms such as Douyin, Xiaohongshu, and WeChat.The conversation also explores the latest lifestyle and consumer trends shaping spending behavior among Chinese Gen Z and millennials, as well as actionable advice for international brands aiming to make an impact in China's complex and competitive digital space.Discussion Points:· Elysia's career journey from consulting to entrepreneurship and influencer marketing· The current job market for young professionals in China· How influencers like Elysia collaborate with brands and what they look for in partnerships· The most effective marketing strategies for brands in China's digital ecosystem· Differences between major platforms: Douyin, Xiaohongshu, and WeChat· Why Xiaohongshu stands out as a hub for product discovery and brand storytelling· Emerging lifestyle and consumption trends among Chinese consumers· Advice for international brands entering or expanding in China
Nasdaq bleibt trotz starker Nvidia-Zahlen volatil. Google bringt Gemini 3 Pro als neues Spitzenmodell auf eigenen TPUs und führt mehrere Benchmarks an. Anthropic verdoppelt seine Bewertung binnen drei Monaten; Microsoft und Nvidia investieren Milliarden. Perplexity startet ein kostenloses Shopping-Tool, bleibt aber ohne klares Geschäftsmodell. Nvidia meldet erneut starkes Wachstum und optimistische Guidance. Baidu kämpft trotz KI-Trend mit rückläufigem Umsatz. Klarnas erste Zahlen seit dem IPO enttäuschen. PDD warnt vor Abschwächung, Temu unter Druck durch neue Importregeln. Larry Summers verlässt das OpenAI-Board. Bei Deel taucht ein Bestechungsskandal auf. Grok lobt Elon Musk überschwänglich. Lutnicks Familie profitiert von KI-Deals. Android Quick Share wird mit iOS AirDrop kompatibel. 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) Intro & Nasdaq Volatilität nach Nvidia Earnings (00:03:19) Google Gemini 3 Pro Launch ohne Nvidia-Chips (00:06:32) Anthropic $350B Deal (00:20:34) Perplexity (00:30:08) Nvidia Earnings (00:38:30) Baidu Earnings (00:40:06) Klarna Earnings (00:47:20) PDD Earnings (00:53:53) Larry Summers tritt nach Epstein-Files zurück (00:57:35) Deel Bestechungsskandal gegen Rippling (01:01:34) Grok (01:06:19) Familie Lutnick (01:09:10) Android Quick Share mit iOS AirDrop kompatibel Shownotes US-Tech-Aktien fallen bei Volatilitätsschub an der Wall Street – ft.com Google bringt Gemini 3 heraus, sein bisher 'intelligentestes' KI-Modell – theverge.com Anthropic kooperiert mit NVIDIA und Microsoft, expandiert auf Azure – linkedin.com Anthropic auf $350 Milliarden geschätzt nach Investition von Microsoft, Nvidia – cnbc.com Perplexity kündigt kostenloses Produkt zur Vereinfachung des Online-Shoppings an – cnbc.com Nvidia-Aktien steigen aufgrund unerwartet starker Umsätze und Prognose – cnbc.com Baidu verzeichnet trotz KI-Boom den größten Umsatzrückgang – bloomberg.com Anmelden bei Similarweb Plattform – pro.similarweb.com Klarna übertrifft Umsatzschätzungen im ersten Quartalsbericht seit IPO – cnbc.com Temu-Eigentümer PDD warnt vor Abschwächung in Chinas Konsumsektor – bloomberg.com Musk's xAI baut 500 Megawatt Rechenzentrum in Saudi-Arabien – bloomberg.com Larry Summers tritt aus OpenAI-Vorstand zurück – axios.com Charles Rollet über X: Deel verbuchte angebliches $6k Bestechungsgeld als Geschäftsausgabe – x.com Groks Verehrung von Elon Musk wird seltsam – theverge.com Familienangelegenheit: Söhne des Handelsministers profitieren vom KI-Boom – nytimes.com Android Quick Share jetzt kompatibel mit iOS AirDrop – blog.google
Our 225th episode with a summary and discussion of last week's big AI news!Recorded on 11/16/2025Hosted by Andrey Kurenkov and co-hosted by Michelle LeeFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:New AI model releases include GPT-5.1 from OpenAI and Ernie 5.0 from Baidu, each with updated features and capabilities.Self-driving technology advancements from Baidu's Apollo Go and Pony AI's IPO highlight significant progress in the automotive sector.Startup funding updates include Incept taking $50M for diffusion models, while Cursor and Gamma secure significant valuations for coding and presentation tools respectively.AI-generated content is gaining traction with songs topping charts and new marketplaces for AI-generated voices, indicating evolving trends in synthetic media.Timestamps:(00:01:19) News PreviewTools & Apps(00:02:13) OpenAI says the brand-new GPT-5.1 is ‘warmer' and has more ‘personality' options | The Verge(00:04:51) Baidu Unveils ERNIE 5.0 and a Series of AI Applications at Baidu World 2025, Ramps Up Global Push(00:07:00) ByteDance's Volcano Engine debuts coding agent at $1.3 promo price(00:08:04) Google will let users call stores, browse products, and check out using AI | The Verge(00:10:41) Fei-Fei Li's World Labs speeds up the world model race with Marble, its first commercial product | TechCrunch(00:13:30) OpenAI says it's fixed ChatGPT's em dash problem | TechCrunchApplications & Business(00:16:01) Anthropic announces $50 billion data center plan | TechCrunch(00:18:06) Baidu teases next-gen AI training, inference accelerators • The Register(00:20:50) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up(00:24:41) Amazon Demands Perplexity Stop AI Tool From Making Purchases - Bloomberg(00:27:32) AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says | TechCrunch(00:29:33) Inception raises $50 million to build diffusion models for code and text | TechCrunch(00:31:14) Coding assistant Cursor raises $2.3B 5 months after its previous round | TechCrunch(00:33:56) China's Baidu says it's running 250,000 robotaxi rides a week — same as Alphabet's Waymo(00:35:26) Driverless Tech Firm Pony AI Raises $863 Million in HK ListingProjects & Open Source(00:36:30) Moonshot's Kimi K2 Thinking emerges as leading open source AIResearch & Advancements(00:39:22) [2510.26787] Remote Labor Index: Measuring AI Automation of Remote Work(00:45:21) OpenAI Researchers Train Weight Sparse Transformers to Expose Interpretable Circuits - MarkTechPost(00:49:34) Kimi Linear: An Expressive, Efficient Attention Architecture(00:53:33) Watch Google DeepMind's new AI agent learn to play video games | The Verge(00:57:34) arXiv Changes Rules After Getting Spammed With AI-Generated 'Research' PapersPolicy & Safety(00:59:35) Stability AI largely wins UK court battle against Getty Images over copyright and trademark | AP News(01:01:48) Court rules that OpenAI violated German copyright law; orders it to pay damages | TechCrunch(01:03:48) Microsoft's $15.2B UAE investment turns Gulf State into test case for US AI diplomacy | TechCrunchSynthetic Media & Art(01:06:39) An AI-Generated Country Song Is Topping A Billboard Chart, And That Should Infuriate Us All | Whiskey Riff(01:10:59) Xania Monet is the first AI-powered artist to debut on a Billboard airplay chart, but she likely won't be the last | CNN(01:13:34) ElevenLabs' new AI marketplace lets brands use famous voices for ads | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as the Hong Kong-listed giant trades at a hefty premium. Who may hold? Why could others cash out. In the US, which of the Mag 7 are sliding? As the AI trade unravels, Apple is standing out as a relative outperformer. Meta scores a decisive win against the FTC, and Cloudflare, Baidu, PDD and Nio take the spotlight in our UP or DOWN segment. Listen as Michelle Martin with Ryan Huang, parse the mixed signals across tech and China names.See omnystudio.com/listener for privacy information.
Der November wird seinem Ruf als stärkster Börsenmonat bisher nicht gerecht, daher stellt sich die Frage: Bleibt die Jahresendrally dieses Jahr aus? Börsenexperte Alfred Maydorn und Moderator Marco Uome widmet sich zu Beginn der neuen Folge Maydorns Meinung dieser Frage. Außerdem im Fokus: Nvidia, Strategy, DroneShield, Xpeng, Baidu, JinkoSolar, Standard Lithium, Li-FT 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.
Chinese stocks are back in the headlines, and we're putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon. On today's show, Emily, Jason, and Toby: - Go head-to-head on PDD Holdings - Debate whether Baidu can self-drive its future - Do a speed round between Weibo and iQiYi - deep value or value traps? Companies discussed: BIDU, PDD, WB, IQ Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
APAC stocks extended losses throughout the session following a similar lead from Wall Street, which had seen heavy losses on Monday. Overall newsflow in APAC hours was quiet, although tech stocks were among the laggards in the region.DXY traded flat for most of the session and eventually drifted lower before dipping under 99.50 despite quiet newsflow, but as haven FX (JPY and CHF) gained amid risk aversion. JGB futures saw limited movement at the short end while the long end continued to weaken, pushing the 20-year yield to its highest level since July 1999. Bitcoin saw deep losses and eventually fell under the USD 90,000 mark to levels last seen in April, whilst Ethereum fell under USD 3,000.European equity futures are indicative of a lower cash open, with the Euro Stoxx 50 future down 1.1% after cash closed 0.9% lower on Monday.Looking ahead, highlights include US ADP Weekly Estimate, US Factory Orders (Aug), US Durable Goods (Aug), and Japanese Trade Balance. Speakers include ECB's Elderson; BoE's Pill, Dhingra; Fed's Barr, Barkin. Earnings include Home Depot, Baidu, Medtronic, PDD; Imperial Brands, Diploma.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode of The Negotiation, host Todd Embley welcomes back Olivia Plotnick, Founder of Wai Social and one of the most insightful voices on Chinese consumer culture and digital marketing.Olivia recently embarked on a remarkable journey across 32 cities in China over 60 days, immersing herself in the country's diverse regional cultures and uncovering how people live, shop, and connect with brands today. From Tier 1 cities like Shanghai and Beijing to emerging urban centers, Olivia shares her firsthand observations of the evolving Chinese consumer landscape — revealing both common threads and striking regional contrasts.The conversation explores the resurgence of offline retail, the growing influence of local brands, and what international businesses can learn from how China's next generation of consumers engage with products, experiences, and storytelling. Olivia also reflects on her favorite moments from the road and offers advice for brands and travelers alike seeking an elevated understanding of today's modern China. Enjoy!Discussion Points:· What inspired Olivia's 60-day, 32-city journey across China· High-level takeaways about Chinese consumer trends and culture· Differences in consumer behavior between major cities and emerging markets· How offline retail and experience-driven shopping are evolving· Insights into how Chinese and international brands connect differently with consumers· What the trip revealed about the next generation of Chinese shoppers· Stories and standout moments from her travels· Olivia's personal recommendations for cities to visit in China
Which model is better, GPT-5.1 or Kimi K2 Thinking? This week on Mixture of Experts, we have two new AI model releases: OpenAI's GPT-5.1 and Moonshot AI's new open-source reasoning model, Kimi K2 Thinking. We discuss user experience and personalization with AI tools and how open-source AI is changing the AI race. Finally, is Microsoft launching full “agentic users” for enterprise? Our experts discuss AI in enterprise—the risks and considerations for both technology and humans. Join host Tim Hwang and panelists Kaoutar El Maghraoui, Aaron Baughman and Mihai Criveti on this week's Mixture of Experts, to learn more. 00:00 – Introduction 1:12 – Anthropic's data center investment, Tesla's AI chips, Baidu's new chips and AI cat robots 1:59 – GPT-5.1 12:00 – Kimi K2 Thinking 21:35 – Microsoft agent users The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts
Hey, this is Alex! We're finally so back! Tons of open source releases, OpenAI updates GPT and a few breakthroughs in audio as well, makes this a very dense week! Today on the show, we covered the newly released GPT 5.1 update, a few open source releases like Terminal Bench and Project AELLA (renamed OASSAS), and Baidu's Ernie 4.5 VL that shows impressive visual understanding! Also, chatted with Paul from 11Labs and Dima Duev from the wandb SDK team, who brought us a delicious demo of LEET, our new TUI for wandb! Tons of news coverage, let's dive in
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Singapore shares moved higher today as most Asian markets traded in the green. The Straits Times Index was up 0.39% at 4,560.06 points at 2.20pm Singapore time, with a value turnover of S$931.48M seen in the broader market. In terms of counters to watch for today, we have Singtel, after the company today posted a 176.4 per cent increase in net profit to S$3.4 billion for the first half-year ended September, from S$1.2 billion in the year-ago period. Elsewhere from how the Singapore Exchange today listed three new Singapore Depository Receipts (SDRs): Laopu Gold, Trip.com and Baidu, to what a possible reopening of the US government means for the resumption of official data releases, more corporate and international headlines remained in focus. Plus – investors’ reaction to SoftBank’s sale of Nvidia stocks for US$5.8 billion. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.
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.
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Daily News Rundown November 03 3025:Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIIn today's edition:
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.
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
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.
- 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
- 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
Trump am WEF?, Postauto testet Robotaxis von Baidu für Randregionen, trotz Waffenruhe bleiben Hilfeleistungen in Gaza anspruchsvoll, Weltmeisterschaft im Sportholzfällen
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.
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.
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.
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
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.
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.
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
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
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.
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
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 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
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.
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