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This week: Volatility in the Japanese bond market is threatening the global trade house of cards. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the changes in Japan's economy and why they have such a big worldwide impact. Then, they discuss the weakening US dollar and what Trump's fed chair nominee says about his administration. And finally, corporate messaging around social issues has all but gone away, but the recent horrors in Minnesota have somewhat turned that tide. The hosts get into what factors pushed CEOs to speak out against actions of ICE, if somewhat mildly, and what it might mean in terms of Big Tech's support of Trump. In the Slate Plus episode: Can we defend…Elon Musk?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
This week: Volatility in the Japanese bond market is threatening the global trade house of cards. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the changes in Japan's economy and why they have such a big worldwide impact. Then, they discuss the weakening US dollar and what Trump's fed chair nominee says about his administration. And finally, corporate messaging around social issues has all but gone away, but the recent horrors in Minnesota have somewhat turned that tide. The hosts get into what factors pushed CEOs to speak out against actions of ICE, if somewhat mildly, and what it might mean in terms of Big Tech's support of Trump. In the Slate Plus episode: Can we defend…Elon Musk?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
This week: Volatility in the Japanese bond market is threatening the global trade house of cards. Felix Salmon, Elizabeth Spiers, and Emily Peck, unpack the changes in Japan's economy and why they have such a big worldwide impact. Then, they discuss the weakening US dollar and what Trump's fed chair nominee says about his administration. And finally, corporate messaging around social issues has all but gone away, but the recent horrors in Minnesota have somewhat turned that tide. The hosts get into what factors pushed CEOs to speak out against actions of ICE, if somewhat mildly, and what it might mean in terms of Big Tech's support of Trump. In the Slate Plus episode: Can we defend…Elon Musk?Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
The Nurses Report with David, Nicole & Ashley – Nurses examine the expanding intersection of biotech and Big Tech, raising urgent questions about health data, surveillance, and human dignity. As biologics, wearables, and corporate power converge, the conversation challenges listeners to consider consent, autonomy, and the spiritual cost of unchecked innovation in modern healthcare...
The Nurses Report with David, Nicole & Ashley – Nurses examine the expanding intersection of biotech and Big Tech, raising urgent questions about health data, surveillance, and human dignity. As biologics, wearables, and corporate power converge, the conversation challenges listeners to consider consent, autonomy, and the spiritual cost of unchecked innovation in modern healthcare...
President Trump holds his first cabinet meeting of the year, touting economic and energy wins while joking about keeping the session short after past marathon meetings. New 2028 polling highlights a fractured Democratic field, as Pennsylvania Governor Josh Shapiro ramps up a national media blitz and takes pointed shots at potential rivals. A man is arrested in New York City after repeatedly ramming his car into a crowded Jewish center, with authorities investigating the incident as a possible hate crime. A landmark California trial could reshape Big Tech, as a jury hears claims that major social media platforms were deliberately designed to be addictive to children. PureTalk: Save on wireless with PureTalk—get unlimited talk, text, and data for just $25 a month, plus 50% off your first month at https://PureTalk.com/KELLY Masa Chips: Ready to give MASA a try? Get 25% off your first order by going to http://masachips.com/MK and using code MK. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Can an economic strike send an effective message to the government? Kara and Scott discuss the ways people can use their wallets to protest, including a new resource from Scott himself. Plus, Kara is not impressed with Tim Cook's call for de-escalation in Minnesota. Then, will landmark lawsuits over social media addiction lead to any lasting change? And the S&P 500 crosses the 7,000 mark for the first time, ahead of major Big Tech earnings from, Meta, Microsoft, and Tesla. Also, Kara's new CNN show has a name: Kara Swisher Wants to Live Forever! You can pre-order Vivian Tu's book Well Endowed here, and can listen to Networth and Chill here. Watch this episode on the Pivot YouTube channel. Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on Bluesky at @pivotpod.bsky.social. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
President Trump selecting former Fed Governor Kevin Warsh to succeed Jerome Powell as Fed Chair. The market, treasury, and dollar reaction, and what to expect from Warsh as Trump continues to push for lower rates. Plus tech earnings continue next week, with investors eyeing the massive AI capex plans. If the investment will pay off, and which company has the edge in the artificial intelligence race.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Synopsis: Only 17% of Americans think AI will have a positive impact over the next 20 years: Hear from labor-focused news platform More Perfect Union's Founder Faiz Shakir and NYer staff writer John Cassidy on who gets to decide how human and natural resources are distributed in the age of AI capitalism.This show is made possible by you! To become a sustaining member go to LauraFlanders.org/donateDescription: An AI revolution is underway, but so is the resistance. People across the country are feeling the strain of the huge energy-sucking data processing centers that AI requires, and telling their elected officials to slow down or stop new big tech projects for firms like OpenAI, Amazon, Google, Facebook and Microsoft. Data from a 2025 Pew study shows that only 17 percent of Americans think AI will have a positive impact over the next 20 years. But it's a David vs. Goliath battle. Today's guests say AI expansion is not a red or blue issue; it's about who gets to decide how human and natural resources are distributed, who controls the technology, and who stands to benefit. Faiz Shakir is the Founder and Executive Director of the labor-focused news platform More Perfect Union, and serves as a political advisor for Senator Bernie Sanders. John Cassidy, staff writer at the New Yorker, is the author of the recent book, “Capitalism and Its Critics: A History: From the Industrial Revolution to AI”, in which he draws our attention back to the Luddites, the 18th century workers whose revolt deserves our closer attention. Plus, our correspondent's coverage of a shocking scene at a public comment meeting in Wisconsin when a local woman was arrested and dragged away. If AI is the new face of capitalism, what is the new alternative?“Luddites, when I was growing up, was a term of abuse. It was people who were sort of antediluvians and didn't understand the modern world. . . . They understood the modern world as it was in their times perfectly, and they saw it was moving against them, and they saw that the political system wasn't coming to their defense.” - John Cassidy“. . . There's more and more pushback, which hopefully portends the possibility that a lot of these communities can strike better deals if they are going to have data centers. There's no reason why we can't be asking that the teachers are well paid, that the electricity rates don't go up, that we have decent affordable housing in those communities. That is all possible because we're playing with incredible amounts of dollars and deep-pocketed people . . . ” - Faiz ShakirGuests:• John Cassidy: Staff Writer, The New Yorker; Author, Capitalism and Its Critics: A History: From the Industrial Revolution to AI• Faiz Shakir: Founder & Executive Director, More Perfect Union; Political Advisor & Former Campaign Manager, Senator Bernie Sanders Watch the episode released on YouTube; PBS World Channel 11:30am ET Sundays and on over 300 public stations across the country (check your listings, or search here via zipcode). Listen: Episode airing on community radio (check here to see if your station airs the show) & available as a podcast February 4th, 2026.Full Episode Notes are located HERE.Full Conversation Release: While our weekly shows are edited to time for broadcast on Public TV and community radio, we offer to our members and podcast subscribers the full uncut conversation. Music Credit: 'Thrum of Soil' by Bluedot Sessions, 'Steppin' by Podington Bear, and original sound design by Jeannie HopperSupport Laura Flanders and Friends by becoming a member at https://www.patreon.com/c/lauraflandersandfriends RESOURCES:*Recommended book:“Capitalism and Its Critics: A History: From the Industrial Revolution to AI” by John Cassidy: *Get the Book(*Bookshop is an online bookstore with a mission to financially support local, independent bookstores. The LF Show is an affiliate of bookshop.org and will receive a small commission if you click through and make a purchase.) Featured Clip Credit: America's Dataland? 1st Amendment Under Attack: There women arrested, produced by Johnathan Klett - Watch the full video Related Laura Flanders Show Episodes:• Naomi Klein & Astra Taylor: Are We Entering “End Times Fascism”?: Watch / Listen: Episode Cut and Full Uncut Conversation• Donna Haraway on Cyborgs, “Oddkin” & Resisting the Monoculture of the Mind: Watch / Listen: Episode Cut and Full Uncut Conversation• The Lucas Plan at 50: A Radical Investment in Society, Not the War Machine: Watch / Listen: Episode Cut and Full Uncut Conversations- Brian Salisbury and Hilary Wainwright Related Articles and Resources:• Small Towns Are Rising Up Against AI Data Centers, “We don't want to be the next Data Center Alley,” by Joe Wilkins, May 4, 2025, Futurism• The AI Backlash Keeps Growing Stronger, by Reece Rogers, June 28, 2025, WIRED• The Dangers of AI and Extreme Wealth Inequality, by David Atkins, January 5, 2026, Washington Monthly• At least four Wisconsin communities signed secrecy deals for billion-dollar data centers, by Tom Kertscher, January 26, 2026, Wisconsin Watch• Anti-data center protesters arrested during Port Washington meeting, by Claudia Levens, Jessie Opoien and Francesca Pica, December 3, 2025, Milwaukee Journal Sentinel• How Sam Altman Outfoxed Elon Musk to Become Trump's AI Buddy, by Keach Hagey, Dana Mattionili and Josh Dawsey, July 17, 2025, The Wall Street Journal• Curtis Yarvin's brave new world: we need a corporate dictatorship to replace a dying democracy' by Boris Munoz, August 19, 2005, El Pais Laura Flanders and Friends Crew: Laura Flanders-Executive Producer, Writer; Sabrina Artel-Supervising Producer; Jeremiah Cothren-Senior Producer; Veronica Delgado-Video Editor, Janet Hernandez-Communications Director; Jeannie Hopper-Audio Director, Podcast & Radio Producer, Audio Editor, Sound Design, Narrator; Sarah Miller-Development Director, Nat Needham-Editor, Graphic Design emeritus; David Neuman-Senior Video Editor, and Rory O'Conner-Senior Consulting Producer. 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Eric Criscuolo, NYSE Market Strategist, highlights a week where mega cap tech snapped back into leadership after small caps' strong run faded. A quiet Fed meeting kept rates steady and shifted attention to earnings, where Meta and IBM surged on AI strength while Microsoft slumped on lofty expectations. Travel, leisure, and select industrial names outperformed as software and healthcare lagged. Metals stole the spotlight with extreme volatility, led by gold's dramatic intraday swing, while crypto struggled to gain traction. With a busy earnings slate and key labor data ahead, markets move into next week with momentum reshuffling once again.
In the wake of the shooting of ICU nurse Alex Pretti in the streets of Minneapolis, several prominent tech executives attended a private White House screening of Melania, a documentary being released by Amazon MGM Studios. The timing was not lost on the group of Silicon Valley workers who recently launched ICEout.tech, essentially an open letter to their bosses. The letter, posted following Renee Nicole Good's killing earlier this month, has now been signed by more than 1,000 tech employees. Those workers, who come from across the spectrum of Big Tech companies and startups, are asking that executives use their clout to demand Immigration and Customs Enforcement agents leave American cities, that they cancel company contracts with the agency, and that they speak publicly about ICE's violent and deadly tactics. Katie talks to two of the signatories in this week's episode. Join WIRED's best and brightest on Uncanny Valley as they dissect the collision of tech, politics, finance, and business, from Alexis Ohanian's newest tech venture to the effects of inaccurate information from artificial intelligence (AI) chatbots on social protests. Learn about your ad choices: dovetail.prx.org/ad-choices
Blame Storming, Trump, and the Crisis at the White House | Political Rehab. Hosts Matt and Matt dive into the latest political chaos in Washington. They discuss the 'blamestorming' tactics used to shield Trump from accountability, with a particular focus on the backlash following the attack on Rep. Ilhan Omar and the growing backlash to the murder of Alex Pretti. From Trump's impact on swing states to the legal battles facing social media giants like TikTok and Meta, this episode covers the biggest issues of the week.
30 Jan 2026. New influencer rules come into force tomorrow (January 31) and they could change how the entire advertising industry operates. Georgia Tolley has been finding out what it means for creators and brands. Plus, Big Tech earnings are in - Apple, Meta, Microsoft and Tesla give fresh signals on AI and profits. And with major expansion plans announced across DIFC, DSO and D3, CRC’s Ben Bargh and Dubai Holding Real Estate unpack what it means for Dubai’s office market.See omnystudio.com/listener for privacy information.
Episode 768: Neal and Toby recap the Fed's interest rate meeting where Chair Jerome Powell kept things steady citing an active economy. Then, a rundown of Big Tech's earnings, starting with Tesla scrapping its car models, Meta's full speed ahead with AI, and Microsoft's mixed results. Plus, Amazon announces mass layoffs to focus on its AI investments. Meanwhile, Starbucks is picking up steam on its comeback tour. Also, Neal shares his favorite numbers on the Canadian ski boycott, London's startup scene, and WD-40's secret formula. Get your tickets for the Morning Brew Variety Show! https://tinyurl.com/MBvariety Learn more about Sandals at sandals.com Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
Can AI stay open, ethical, and for the people? Mozilla's president joins the show to reveal their game plan—and $650 million war chest—for taking on Big Tech's monoculture with a "Rebel Alliance" approach to AI. State of Mozilla 2025/26 Codeless: From idea to software - Anil Dash Clawdbot is the new AI techies are buzzing about — and it's renewing interest in the Mac Mini Qwen3-TTS Demo - a Hugging Face Space by Qwen I Let AI Analyze My Davos Reporting Trip. Here's What It Missed Dario Amodei — The Adolescence of Technology Proof of Corn Trump admin reportedly plans to use AI to write federal regulations Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. China Lagging in AI Is a 'Fairy Tale,' Mistral CEO Says How Playing Pokémon Became the Ultimate Test of AI's Intelligence Sir Demis Hassabis becomes the latest to say that ChatGPT is a dead-end and that we must turn our focus to world models Claude's new constitution "Infinite Jest" Has Turned Thirty. Have We Forgotten How to Read It? Sony's TV business is being taken over by TCL Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Mark Surman Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: trustedtech.team/intelligent365
Tech the story of the day with key reports out of: Meta, Microsoft, Tesla, & IBM... Carl Quintanilla, Sara Eisen, and David Faber broke down all 4 reports - with key color this hour from some of the street's top analysts, a former Tesla Board Member, and even the CEO of IBM himself. Plus: stocks selling off as the first hour of trading rolled along - the key movers to watch, what's driving declines in software, and more with CFRA's Chief Investment Strategist. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
This episode explores how true confidence is built through self-trust, mindset shifts, and leading with belief, especially when titles, validation, and certainty fall away. Guest Anya Cheng is the founder and CEO of Taeler, an AI platform that uses AI to help men choose outfits, and rent them. Having led teams at big brands such as Target, Facebook, eBay, McDonald's, she's a Mentor at ‘500 Startups', Lecturer at Northwestern University, author and a TED speaker. 5 key takeaways: Confidence isn't constant, it grows when you trust your own perspective, not a script or title. Losing external validation can become a powerful catalyst for authentic leadership. Shifting language from “I should” to “I would like to” builds motivation and self-trust. Imposter syndrome appears at every level, and it's most powerful when left unchecked. The most sustainable success comes from building work aligned with what you genuinely care about. Connect with Lucy: Instagram: https://www.instagram.com/mslucyliu Facebook: https://www.facebook.com/mslucyliu Twitter: https://www.twitter.com/mslucyliu LinkedIn: https://www.linkedin.com/in/mslucyliu TikTok: https://www.tiktok.com/@mslucyliu YouTube: https://youtube.com/@mslucyliu Website: https://www.lucyliucoaching.com Podcast: https://www.lucyliucoaching.com/podcast Wanna double your confidence in 30 seconds? Get the ultimate secret here: http://www.confidentandepic.com Connect with Anya Cheng: https://taelor.style
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
Can AI stay open, ethical, and for the people? Mozilla's president joins the show to reveal their game plan—and $650 million war chest—for taking on Big Tech's monoculture with a "Rebel Alliance" approach to AI. State of Mozilla 2025/26 Codeless: From idea to software - Anil Dash Clawdbot is the new AI techies are buzzing about — and it's renewing interest in the Mac Mini Qwen3-TTS Demo - a Hugging Face Space by Qwen I Let AI Analyze My Davos Reporting Trip. Here's What It Missed Dario Amodei — The Adolescence of Technology Proof of Corn Trump admin reportedly plans to use AI to write federal regulations Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. China Lagging in AI Is a 'Fairy Tale,' Mistral CEO Says How Playing Pokémon Became the Ultimate Test of AI's Intelligence Sir Demis Hassabis becomes the latest to say that ChatGPT is a dead-end and that we must turn our focus to world models Claude's new constitution "Infinite Jest" Has Turned Thirty. Have We Forgotten How to Read It? Sony's TV business is being taken over by TCL Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Mark Surman Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: trustedtech.team/intelligent365
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
Can AI stay open, ethical, and for the people? Mozilla's president joins the show to reveal their game plan—and $650 million war chest—for taking on Big Tech's monoculture with a "Rebel Alliance" approach to AI. State of Mozilla 2025/26 Codeless: From idea to software - Anil Dash Clawdbot is the new AI techies are buzzing about — and it's renewing interest in the Mac Mini Qwen3-TTS Demo - a Hugging Face Space by Qwen I Let AI Analyze My Davos Reporting Trip. Here's What It Missed Dario Amodei — The Adolescence of Technology Proof of Corn Trump admin reportedly plans to use AI to write federal regulations Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. China Lagging in AI Is a 'Fairy Tale,' Mistral CEO Says How Playing Pokémon Became the Ultimate Test of AI's Intelligence Sir Demis Hassabis becomes the latest to say that ChatGPT is a dead-end and that we must turn our focus to world models Claude's new constitution "Infinite Jest" Has Turned Thirty. Have We Forgotten How to Read It? Sony's TV business is being taken over by TCL Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Mark Surman Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: trustedtech.team/intelligent365
Miranda hosts solo while Meghan is out on maternity leave, joined by Ben Ferguson and Christine Rosen for a wide-ranging and intense breakdown of one of the most chaotic political weeks yet. The panel dives into the fallout from violent incidents involving ICE and Border Patrol in Minnesota, the leadership scramble inside DHS, Stephen Miller and Kristi Noem pointing fingers, and why Republican trust in ICE just dropped eight points in two weeks. They debate whether this is a messaging failure, a tactics failure, or both, and what it means for the administration moving forward. The conversation then turns to rising political violence after Rep. Ilhan Omar was sprayed at a town hall and other recent attacks on public officials. The group discusses security failures, online radicalization, social media outrage culture, and why politicians across parties are becoming increasingly vulnerable targets. Finally, they shift to the looming Big Tech trial, where Meta and other platforms face lawsuits over alleged harm to children. Miranda, Ben, and Christine unpack what the case could mean for social media regulation, parental responsibility, algorithm design, and whether Silicon Valley can actually be held accountable. It's a raw, unscripted conversation about institutional trust, digital addiction, political extremism, and the growing consequences of a hyper-online culture. Learn more about your ad choices. Visit megaphone.fm/adchoices
The market just got rocked by Big Tech earnings, and today's price action is forcing a serious rethink of the AI narrative. In this episode, we break down the latest results from the tech giants that crushed the market today and ask the question everyone's dancing around: Is the massive AI spending spree finally slowing down—or are the real profits just getting started? We'll dig into what the numbers actually say about capex, margins, and return on investment, and how Wall Street is reacting beneath the surface. We'll also cover earnings from Tesla and Apple, and explain why their results matter far beyond their own stock charts. If you're trading tech, following AI, or trying to understand where market leadership goes next, this episode is a must. Listen now:
In this episode of Excess Returns, we're joined again by Dan Rasmussen of Verdad Advisors for a wide-ranging conversation that challenges some of the most popular narratives in markets today. From private equity and private credit risks to AI-driven capital cycles and overlooked opportunities in biotech and international equities, Dan offers a deeply research-driven perspective on where investors may be misallocating capital and where future returns could emerge. Alongside Justin and special guest co-host Kai Wu, the discussion connects valuation, incentives, and innovation in a market environment shaped by concentration, leverage, and technological change.Main topics covered• Why private equity performance continues to disappoint and where the biggest structural risks are emerging• The growing stress in private credit and what rising bankruptcies signal for lower middle-market deals• Why democratizing private equity through 401ks, interval funds, and ETFs may create more problems than solutions• How AI CapEx is changing the economics of Big Tech and why asset-light models may be getting worse, not better• The case for diversifying away from U.S. concentration toward international markets and international small value• Why bubbles are often necessary for innovation and how to think about AI through that historical lens• How investors may be underestimating valuation and growth bankruptcy risk in the Mag 7• Why biotech is one of the hardest sectors to model and how Verdad rebuilt its framework from scratch• How intangible value, clinical trial data, specialist ownership, and peer momentum can improve biotech investing• What capital starvation, M&A dynamics, and global competition mean for biotech's future returnsTimestamps00:00 Introduction and market narratives02:20 Revisiting private equity risks and performance06:58 Private credit stress and bankruptcy signals10:58 Private equity in 401ks and interval fund risks14:52 Private assets in ETFs and liquidity concerns15:45 Why bubbles drive innovation and capital formation20:13 AI CapEx, Mag 7 concentration, and valuation risk25:24 International diversification and market leadership29:41 Why Verdad turned to biotech research37:13 Rebuilding biotech valuation and quality metrics44:26 Clinical trial data and peer momentum insights49:17 Portfolio construction and long-short biotech strategies51:00 Capital starvation, AI, and biotech's setup53:58 Research culture, humility, and evolving quant models
Can AI stay open, ethical, and for the people? Mozilla's president joins the show to reveal their game plan—and $650 million war chest—for taking on Big Tech's monoculture with a "Rebel Alliance" approach to AI. State of Mozilla 2025/26 Codeless: From idea to software - Anil Dash Clawdbot is the new AI techies are buzzing about — and it's renewing interest in the Mac Mini Qwen3-TTS Demo - a Hugging Face Space by Qwen I Let AI Analyze My Davos Reporting Trip. Here's What It Missed Dario Amodei — The Adolescence of Technology Proof of Corn Trump admin reportedly plans to use AI to write federal regulations Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. China Lagging in AI Is a 'Fairy Tale,' Mistral CEO Says How Playing Pokémon Became the Ultimate Test of AI's Intelligence Sir Demis Hassabis becomes the latest to say that ChatGPT is a dead-end and that we must turn our focus to world models Claude's new constitution "Infinite Jest" Has Turned Thirty. Have We Forgotten How to Read It? Sony's TV business is being taken over by TCL Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Mark Surman Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: trustedtech.team/intelligent365
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
US equity futures point to a firmer open, with Asian markets ended mixed and European equities trading solidly firmer. Markets remained in wait-and-see mode following the Federal Reserve's decision to keep policy rates unchanged, with two dovish dissents but Chair Powell signaling the Fed is likely to stay on hold for an extended period as inflation remains elevated and labor market conditions show signs of stabilization. Attention is shifting to upcoming Big Tech earnings, with a particular focus on cloud growth and capital expenditure guidance, after recent AI-related optimism lifted semiconductor stocks but failed to generate sustained broader market upside. The US dollar drew renewed scrutiny after Treasury Secretary Bessent reiterated support for a strong dollar policy, partially reversing the previous session's sharp decline, while escalating tensions with Iran continued to underpin strength in energy and precious metals markets.Companies Mentioned: NVIDIA, OpenAI, Robinhood Markets
Is convenience worth the cost of privacy? Dom Bettinelli and Thomas Sanjurjo unpack what happens when you step away from Big Tech, why EU tools may protect users better, and how adding friction to tech habits can actually improve life. The post Escape the Walled Garden of Big Tech appeared first on StarQuest Media.
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
From a fundamental standpoint, Steven Dickens remains "long-term bullish" on the AI trade even after Microsoft's (MSFT) stark sell-off Thursday. He talks about his discussions with tech and energy executives to offer insight into 2026's "buildout phase." Steven likes small and mid-sized software companies setting the foundation for strong earnings growth that supply AI demand "here and now." He taps IBM Corp. (IBM), Broadcom (AVGO), and Alphabet (GOOGL) as Big Tech firms to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The start of Thursday's session took a sharp downswing as Microsoft (MSFT) drags down Big Tech following the first round of Mag 7 earnings. Kevin Green talks about the divergence between Microsoft and Meta Platforms (META), along with the role "light revenue" plays in the downturn. One place he's not seeing cracks: the jobs market, as he takes investors through the latest jobless claims print. KG later turns to the commodity space in crude oil's rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Joe Tigay tells investors to stay nimble amid Thursday's market downslide. As for his Big 3, his attention turns to Big Tech and big oil for trading opportunities. Joe explains how Palantir's (PLTR) pullback, Exxon Mobil's (XOM) surging energy play, and Alphabet's (GOOGL) wide tech reach each hold their own bull cases. He offers example options trades for his Big 3 while Rick Ducat breaks down the price action through analyzing bullish and bearish trends. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Schweizer Pharmakonzerne: rekordhohe Lobbying-Ausgaben in den USA, mehr Kompetenzen für NDB: Kritik von NGOs, «Fakt oder Fake?» – Teil 4: Rolle von Big Tech, Olympia 2026: Pascal Perret ist Pistenchef in Livigno
Can AI stay open, ethical, and for the people? Mozilla's president joins the show to reveal their game plan—and $650 million war chest—for taking on Big Tech's monoculture with a "Rebel Alliance" approach to AI. State of Mozilla 2025/26 Codeless: From idea to software - Anil Dash Clawdbot is the new AI techies are buzzing about — and it's renewing interest in the Mac Mini Qwen3-TTS Demo - a Hugging Face Space by Qwen I Let AI Analyze My Davos Reporting Trip. Here's What It Missed Dario Amodei — The Adolescence of Technology Proof of Corn Trump admin reportedly plans to use AI to write federal regulations Wikipedia volunteers spent years cataloging AI tells. Now there's a plugin to avoid them. China Lagging in AI Is a 'Fairy Tale,' Mistral CEO Says How Playing Pokémon Became the Ultimate Test of AI's Intelligence Sir Demis Hassabis becomes the latest to say that ChatGPT is a dead-end and that we must turn our focus to world models Claude's new constitution "Infinite Jest" Has Turned Thirty. Have We Forgotten How to Read It? Sony's TV business is being taken over by TCL Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Mark Surman Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: trustedtech.team/intelligent365
Jacob Ward joins the show this week! Big Tech is brewing up a battle for your kids. Scientists are using AI to identify dinosaur footprints. Looking into Apple's Creator Studio. And TikTok USDS blames Sunday's outages on a power outage. Jacob Ward talks about recently released documents in lawsuits against big tech that showcase how social media companies are aggressively recruiting teens to their platforms. Mikah Sargent gets very excited about scientists using AI in identifying dinosaur footprints. Dan Moren of SixColors stops by to talk about the Apple Creator Studio collection that makes Final Cut Pro, Logic Pro, and other creative apps available for users for a single subscription. And Emma Roth of The Verge joins the show to talk about the outage the US side of TikTok suffered earlier this week following the finalization of the new TikTok USDS Joint Venture. Hosts: Mikah Sargent and Jacob Ward Guests: Dan Moren and Emma Roth Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsor: zscaler.com/security
En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos, desglosan la decisión de la Reserva Federal de mantener las tasas inalteradas, profundizando en el mensaje de Jerome Powell sobre una economía "en base firme" pero con una inflación que aún requiere paciencia, una postura que mantuvo al S&P 500 cerca de máximos y al oro rompiendo récords históricos.La conversación se centra luego en el explosivo cierre de mercado con los reportes de las Big Tech. Eugenio y Andre discuten el giro radical de Tesla, donde Elon Musk apuesta el futuro de la compañía a los Robotaxis y humanoides Optimus; los resultados de Meta, que logra justificar un gasto masivo en IA gracias a su inmensa escala de usuarios; y el reporte de Microsoft, que pese a superar expectativas, dejó a los inversores pidiendo más claridad sobre el retorno de su inversión en la nube.Para cerrar, los hosts conectan estos puntos para explicar qué significa este para los portafolios, un mercado donde los índices son impulsados por la inteligencia artificial.
What if the AI shaping your future didn't belong to Big Tech — but to you? In this eye-opening episode of Entrepreneurial Thinkers, Rob sits down with Matt Wright, co-founder and CEO of Gaia, to unpack the hidden power dynamics behind today's AI boom. From who really owns your data to how open-source AI could level the playing field, Matt explains why decentralization may be the key to a more ethical and human-centered tech future. Together, they explore how AI agents are already automating work, how individuals can build and control their own AI tools, and why community-owned models could change entrepreneurship forever. Whether you're a founder, creator, or just AI-curious, this conversation challenges you to rethink who AI works for — and how you can use it without giving up your privacy, autonomy, or voice.Feel free to follow and engage with MATT here:LinkedIn: https://www.linkedin.com/in/matthewdavidwright/X: https://x.com/mateo_ventures?lang=enBusiness LinkedIn: https://www.linkedin.com/company/gaianet-ai/Website: https://www.gaianet.ai/We're so grateful to you, our growing audience of entrepreneurs, investors and community leaders interested in the human stories of the Entrepreneurial Thinkers behind entrepreneurial economies worldwide.As always we hope you enjoy each episode and Like, Follow, Subscribe or share with your friends. You can find our shows here, and our new Video Podcast, at “Entrepreneurial Thinkers” channel on YouTube. Plug in, relax and enjoy inspiring, educational and empowering conversations between Rob and our guests.¡Cheers y gracias!,Entrepreneurial Thinkers Team.Chapters00:00 Introduction and Technical Disclaimer01:59 Meet Matt Wright: AI and Community Building06:28 Understanding AI and Transparency10:40 The Risks of Centralized AI16:00 Decentralizing AI Inference Explained23:48 Defining AI Agents and Their Role29:42 Empowering Founders with Low-Code Tools31:08 Censorship Resistance and Open Source34:30 The Future of Community in AI57:50 The Challenges of Open Source Technology59:40 AI as a Collaborative Tool01:02:10 The Future of AI and Community Ownership01:05:29 Preparing for an AI-Driven Future01:11:44 The Role of Management in an AI World01:14:51 Skills for the New Age of AI
News and Updates: Grok bans illegal porn generation- After global backlash and app-store scrutiny, X says Grok now blocks child porn and nonconsensual deepfakes, but only where legally required, underscoring reactive, profit-driven governance. Why Grok remains in Google Play- Despite Google Play policies explicitly banning AI-generated nonconsensual sexual content, Musk's Grok remains approved for teens, exposing enforcement failures that leave minors and victims unprotected. Under Musk, the Grok disaster was inevitable- Designed to be edgy with weak safety staffing, Grok's image-editing features predictably enabled nonconsensual sexual deepfakes, triggering international probes, legal pressure, and belated bypassed restrictions. OpenAI targets 2026 hardware reveal- OpenAI confirmed plans to unveil its hardware device in late 2026, signaling a move beyond software toward minimalist, voice-first AI products designed with Jony Ive. Amazon auto-upgrades Prime users to Alexa Plus- Amazon is automatically upgrading Prime members to Alexa Plus, an LLM-powered assistant users can revert, sparking complaints over forced adoption, ads, responses, and personality changes. Congress and the Kids Off Social Media Act- Congress's KOSMA would ban under-13 social media but effectively forces platforms to police families, overriding parental consent and expanding Big Tech control through age verification.
President Trump makes a major reset in Minnesota, putting Tom Homan in charge. We walk through the timeline, what triggered the shake-up, and what it signals about the administration's next phase on immigration enforcement. Meanwhile, a landmark TikTok addiction lawsuit moves forward, making major threats to Big Tech's business model. And finally, there's a new reading list for Texas, sparking debate and discussion online. All this and more on the LOOPcast!Get your FREE PHONE as a new Charity Mobile user with every new line plus a FREE power bank while supplies last, now through February 2, with promo code LOOPCAST at https://bit.ly/LOOPcast_CharityMobile. 00:00 Welcome to the LOOPcast10:00 Timeline of Trump's MN Reset32:05 Landmark TikTok Addiction Case39:50 Good News58:44 Twilight Zone1:19:05 Closing PrayerFamilies can now find over 100 faithful Catholic schools, colleges, and graduate programs that meet The Cardinal Newman Society's high standards of fidelity and formation in The Newman Guide. Request your FREE eBook copy of the 2025-2026 Newman Guide here: https://cardinalnewmansociety.org/loopcast EMAIL US: loopcast@catholicvote.org SUPPORT LOOPCAST: www.loopcast.orgSubscribe to the LOOP today!https://catholicvote.org/getloop Apple Podcasts: https://podcasts.apple.com/us/podcast/the-loopcast/id1643967065 Spotify: https://open.spotify.com/show/08jykZi86H7jKNFLbSesjk?si=ztBTHenFR-6VuegOlklE_w&nd=1&dlsi=bddf79da68c34744 FOLLOW LOOPCast: https://x.com/the_LOOPcast https://www.instagram.com/the_loopcast/ https://www.tiktok.com/@the_loopcast https://www.facebook.com/LOOPcastPodcast Tom: https://x.com/TPogasic Erika: https://x.com/ErikaAhern2 Josh: https://x.com/joshuamercer Pray today's prayer with us on Zeale: https://zeale.co/prayer/d4512c7d-5e81-4dbc-b970-776bf1ee1bc7 All opinions expressed on LOOPcast by the participants are their own and do not necessarily reflect the opinions of CatholicVote.
So-called "peace president" Donald Trump has bombed 10 countries, more than any other US leader. He attacked 7 countries in 2025 alone. Now he wants to raise the USA's military budget to $1.5 trillion. Ben Norton explains how the self-declared "peacemaker" is waging war around the world. VIDEO: https://www.youtube.com/watch?v=Div95RNXX0M Topics 0:00 Donald Trump's promises 0:13 (CLIP) Trump: I'm a "peacemaker" 0:50 Trump promises no new wars 1:14 (CLIP) "I'm going to stop wars" 1:27 Trump bombed 7 countries in 2025 1:50 Map of 10 countries Trump bombed 2:49 US presidents are war criminals 4:06 Post-9/11 US wars: 4.5 million deaths 5:01 Trump the "peace president" 5:51 Joe Biden, war criminal 6:09 Trump, war criminal 6:50 Victims of US attack on Venezuela 8:26 US Department of War 9:06 Pete Hegseth threatens China, Russia 9:36 Trump's $1.5 trillion military budget 10:25 Military spending by top countries 11:09 Share of world defense spending 12:13 US national debt 14:26 Cut taxes on rich, raise on poor 15:41 Elon Musk's DOGE 16:28 Food stamp cuts 16:58 Class war 17:21 Money buys US elections 17:54 (CLIP) Trump praises Big Tech oligarchs 18:17 Imperialism 18:48 Outro
Toronto-based artist Kadhja Bonet recently released a short but powerful EP called Battlewear. Written just after Trump's re-election, it's a politically charged project that takes aim at tech giants, corporate greed, and streaming culture. Isabel Khalili speaks with Bonet about the rage and urgency behind the release, why she chose to leave Spotify and part ways with her label, her thoughts on social media, AI, and motherhood, and how stripping back her sound helped sharpen her message. “They really want us to think that we are beholden to the system,” Bonet says. “But we are not. We actually have this capacity to break free of this and start our own organic communities.”Support the show: https://www.kexp.org/sound/See omnystudio.com/listener for privacy information.
Join Lionel on The Other Side of Midnight for a broadcast that swings wildly from high-stakes legal battles to the neuroscience of footwear. This episode begins with a "Big Tobacco" moment for Big Tech, as Lionel and Lynn Shaw expose the addictive algorithms and AI toys threatening children. The conversation shifts to a war on the decline of the English language, the "fear-mongering" behind the Doomsday Clock, and why politicians like Eric Adams need to stop playing "dress-up" in emergency jackets. Broadcasting from a studio cold enough to "hang meat," Lionel tackles the neuroscience of duck boots, the conspiracy theories filling the public trust void, and the existence of Tom McAn. Finally, he dissects a "constitutional stunt" in Minneapolis regarding immigration, demands a RICO task force for Antifa, and recounts the gritty history of the East Village cannibal. Learn more about your ad choices. Visit megaphone.fm/adchoices
Lionel joins forces with Lynn Shaw of Lynn's Warriors to break down the groundbreaking lawsuit in LA Superior Court pitting children and parents against Meta and YouTube,. They discuss why this case is the "Big Tobacco" moment for Big Tech, arguing that social media giants knowingly designed addictive algorithms that prioritize profit over mental health. Lynn exposes the terrifying reality of AI toys that threaten child safety, the failure of current parental controls, and the urgent battle to sunset Section 230. Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets finished Tuesday at fresh all-time highs as leadership rotated back into mega-cap stocks. After a strong run in small- and mid-caps, those areas are now short-term overbought and nearing sell signals, while the S&P 500 itself is triggering a buy signal at more favorable levels. Earnings expectations are elevated, and upside surprises from mega-cap technology are largely priced in. The market's reaction will hinge less on reported results and more on forward guidance—particularly outlooks for data center and AI-driven capital expenditures. With futures higher this morning, markets appear positioned for another strong open. However, leadership remains narrow, and the ongoing bifurcation between mega-cap growth and the rest of the market continues to warrant close attention to portfolio risk and positioning. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/ut624yuAvDg --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #MarketRisk #SP500 #EarningsSeason #PortfolioManagement
Equities up, volatility up is the name of the trading day according to Kevin Green. He explains why he's cautious on the move higher and how Big Tech needs to continue a winning streak to cement confidence in the rally. KG turns to Seagate's (STX) eye-watering rally and the gamma squeeze he sees on the stock. Also moving a lot to start the session: silver and gold, which showed substantial moves in a matter of minutes. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Can AI actually help end war, or is that just a nice idea?In this episode, Shane Ray Martin sits down with Simon Horton, author of The End of Conflict: How AI Will End War and Help Us Get On Better. Simon has spent 20 years teaching negotiation and conflict resolution across 25 countries, including work with major banks and the British Army.What you'll hear in this episodeWhy Simon believes AI can help end war The Libya story: AI-supported public dialogue, live on TV, and what changed afterWhy deliberative tech may become normal in government and big decisionsWhere Shane sees the biggest opportunities: AI for negotiation and misinformationWhat PeaceTech founders should build if they want adoption inside real workflowsSimon also gets super honest. He does not fully trust Big Tech, and he explains why power and incentives matter. Shane shares his take too, and why PeaceTech founders have a unique shot to build profit-driven companies led by people who actually care about peace.Grab a copy of Simon's book: theendofconflict.ai/buy-the-book
Lak Lakshmanan had a successful career in Private Equity and Big Tech, but he realized he couldn't just "coach the game" while the rules were changing. He had to get back on the field play it. We discuss vertical AI, the "foolhardiness" required to start a company , the reality of the AI technology wave, and why sitting on the sidelines is the biggest risk of all.LinkedIn: https://www.linkedin.com/in/valliappalakshmananGenerative AI Design Patterns (book): https://amzn.to/45v0xBO
Gold and silver hit fresh records as the dollar slides, and investor Peter Boockvar sizes up the Fed meeting with a massive earnings week on deck — including whether Big Tech's AI spending holds up. Plus: Nvidia takes a stake in CoreWeave, the latest on the travel trade after this weekend's snowstorm, and a private-credit warning from BlackRock TCP Capital ripples through the space.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.