Podcasts about broadcom

Is the AI boom turning into the next dot-com bubble, or are we witnessing a new era of market transformation? This episode breaks down the comparisons between today's artificial intelligence surge and the tech mania of 1999, exploring how investor psychology, projection bias, and market concentration can distort perceptions of risk. From Nvidia and Broadcom to OpenAI's massive Stargate data center in Abilene, the conversation dives into the infrastructure powering AI and what it means for long-term investors trying to separate hype from opportunity.You'll also learn practical strategies for managing portfolios in an overheated market—when to trim profits, how to diversify beyond tech, and why “picks and shovels” stocks may be smarter bets than speculation. The episode wraps with an exciting update: the firm behind the show is now registered with the SEC, meaning listeners can view its disclosed holdings on WhaleWisdom.com by searching Rydar Equities to see the companies it invests in. As always, get your mind right—and let's get to work.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

This week on the Newcomer Podcast, Madeline and Tom are joined by Alex Heath to dig into some of the biggest questions in tech right now.We ask: Is the AI bubble about to burst? OpenAI is propping up huge partners like Microsoft, Oracle, and Broadcom — but what happens if their momentum slows? Meanwhile, Meta just launched Vibes, a quirky new product that seems far removed from the company's AGI ambitions. Does this mean the AI hype cycle is already shifting?From venture capital's bets on AI, to Meta's surprising pivots, to the fragile foundations of the current AI boom, this episode unpacks the stakes for Big Tech, startups, and investors alike.

Gold und Silber steigen weiter

CISA issues an urgent warning about active exploitation of a critical vulnerability in the sudo utility. Broadcom patches two high-severity vulnerabilities in VMware NSX. South Korea raises its national cyber threat level after a datacenter fire. Formbricks patches a critical token validation flaw. Microsoft blocks a credential phishing campaign that made use of malicious SVG files. Landlords are accused of scraping sensitive payroll data. Cybercriminals lay the groundwork for large-scale FIFA fraud. Burnout takes a heavy toll on cybersecurity professionals. On our Threat Vector segment, host David Moulton⁠ is joined by⁠ Kyle Wilhoit⁠ talking about the evolution of hacker culture and cybersecurity. London police bag the biggest bitcoin bust. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On this Threat Vector segment, host David Moulton⁠ is joined by⁠ Kyle Wilhoit⁠ of Unit 42 talking about the evolution of hacker culture and cybersecurity. You can listen to the full conversation⁠ here⁠, and catch new episodes of Threat Vector each Thursday in your podcast app of choice. Selected Reading CISA Issues Alert on Active Exploitation of Linux and Unix Sudo Flaw (GB Hackers) Broadcom fixes high-severity VMware NSX bugs reported by NSA (Bleeping Computer) South Korea raises cyber threat level after huge data centre fire sparks hacking fears (The Guardian) JWT signature verification bypass enables account takeover in Formbricks (Beyond Machines) Microsoft Flags AI Phishing Attack Hiding in SVG Files (Hackread) Landlords Demand Tenants' Workplace Logins to Scrape Their Paystubs (404 Media) Playing Offside: How Threat Actors Are Warming Up for FIFA 2026 (Check Point Blog) Why burnout is a growing problem in cybersecurity (BBC) Chinese woman convicted after 'world's biggest' bitcoin seizure (BBC) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Attica, Crustacean Porn, Broadcom, William of Ockham, Jaguar, SVG, Aaran Leyland, and more on the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-516

The episode starts with the passage of California's groundbreaking AI transparency law, marking the first legislation in the United States that mandates large AI companies to disclose their safety protocols and provide whistleblower protections. This law applies to major AI labs like OpenAI, Anthropic, and Google DeepMind, requiring them to report critical safety incidents to California's Office of Emergency Services and ensure safety for communities while promoting AI growth. This regulation is a clear signal that the compliance wave surrounding AI is real, with California leading the charge in shaping the future of AI governance.The second story delves into a new cybersecurity risk in the form of the first known malicious Model Context Protocol (MCP) server discovered in the wild. A rogue npm package, "postmark-mcp," was found to be forwarding email data to an external address, exposing sensitive communications. This incident raises concerns about the security of software supply chains and highlights how highly trusted systems like MCP servers are being exploited. Service providers are urged to be vigilant, as this attack marks the emergence of a new vulnerability within increasingly complex software environments.Moving to Microsoft, the company is revamping its Marketplace to introduce stricter partner rules and enhanced discoverability for partner solutions. Microsoft's new initiative, Intune for MSPs, aims to address the needs of managed service providers who have long struggled with multi-tenancy management. Additionally, the company's new "Agent Mode" in Excel and Word promises to streamline productivity by automating tasks but has raised concerns over its accuracy. Despite the potential, Microsoft's tightening ecosystem requires careful navigation for both customers and partners, with compliance and risk management being central to successful engagement.Finally, Broadcom's decision to end support for VMware vSphere 7 has left customers with difficult decisions. As part of Broadcom's transition to a subscription-based model, customers face either costly upgrades, cloud migrations, or reliance on third-party support. Gartner predicts that a significant number of VMware customers will migrate to the cloud in the coming years, and this shift presents a valuable opportunity for service providers to act as trusted advisors in guiding clients through the transition. For those who can manage the complexity of this migration, there's a once-in-a-generation opportunity to capture long-term customer loyalty. Three things to know today00:00 California Enacts Nation's First AI Transparency Law, Mandating Safety Disclosures and Whistleblower Protections05:25 First Malicious MCP Server Discovered, Exposing Email Data and Raising New Software Supply Chain Fears07:16 Microsoft's New Playbook: Stricter Marketplace, Finally Some MSP Love, and AI That's Right Only Half the Time11:07 VMware Customers Face Subscription Shift, Rising Cloud Moves, and Risky Alternatives as Broadcom Ends vSphere 7 This is the Business of Tech.   Supported by: https://scalepad.com/dave/https://mailprotector.com/ Webinar:  https://bit.ly/msprmail All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Contrarians on pretty fishy levels (0:30). Where is the money going? (3:40) Oracle, AMD and other contrarian takes (9:45). Not giving China enough credit (14:50). Why Intel deserves a larger market cap (19:30). TSM, Intel and Trump's influence on tech (23:15). Don't fear the bubble (32:10).Show Notes:Huawei ramps up AI chip production to fill in Nvidia's falling market share in China: reportTech Stocks - Focus On What Management Isn't Talking AboutRobotaxi Concerns, A Healthier Nvidia, AMD MomentumTop 6 Tech Stocks For Q4Episode transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Attica, Crustacean Porn, Broadcom, William of Ockham, Jaguar, SVG, Aaran Leyland, and more on the Security Weekly News. Show Notes: https://securityweekly.com/swn-516

Attica, Crustacean Porn, Broadcom, William of Ockham, Jaguar, SVG, Aaran Leyland, and more on the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-516

Attica, Crustacean Porn, Broadcom, William of Ockham, Jaguar, SVG, Aaran Leyland, and more on the Security Weekly News. Show Notes: https://securityweekly.com/swn-516

En este nuevo episodio de Martes MiTrading, Giancarlo Prisco regresa de sus vacaciones en la Toscana y analizamos juntos la situación actual de los mercados:Los Magníficos 7 ya no mandan solos: el peso de NVIDIA, Microsoft, Amazon o Meta empieza a repartirse y entran nuevos nombres como Broadcom, Palantir u Oracle, apoyados en la revolución de la inteligencia artificial.Apple en problemas: la compañía se ha quedado atrás en desarrollo de IA y su último iPhone no convence. Mientras, Intel resurge gracias a acuerdos estratégicos.Tesla bajo presión: la competencia de China y de marcas tradicionales pone en jaque su liderazgo en coches eléctricos y autónomos.Oro y plata imparables: refugio frente a la vulnerabilidad de los mercados en máximos. El paladio también da señales alcistas.Bitcoin en fase técnica: septiembre ha traído corrección, pero la estacionalidad apunta a un octubre históricamente alcista. Además, un ETF de Bitcoin de Vanguard podría revolucionar el mercado cripto.Ethereum en el punto de mira: si rompe máximos, podría desatar una nueva altseason.Un repaso completo a renta variable, metales y criptomonedas, con datos, contexto y claves prácticas para entender dónde estamos y qué puede pasar en las próximas semanas.

Should Broadcom (AVGO) be added to the Mag 7, or should the Mag 7 be extended? Matt Tuttle makes the case for it, calling the stock a "must own" for investors. He sees the company playing a key role in the A.I. trade, though he warns that markets will eventually experience 2000-2002 tech volatility. Matt adds that the A.I. infrastructure will take time to build out despite seeing Broadcom as a key component in it.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Broadcom, LastPass, Brickstone, SEO Poisoning, QR codes, H1B visas, Distributed Computing, and More... Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-893

這集節目是9/19胡說科技Youtube直播內容，想看影像版歡迎點擊連結：https://lihi.cc/4gsEH 黃仁勳的挑戰者終於出現了！不是AMD蘇姿丰，更不用提中國寒武紀了。 真正能稱得上「輝達剋星」的，是剛公布財報的博通（Broadcom）。阿榕伯稱執行長陳福陽是最被低估的CEO。博通最新財報出爐，AI成長預期喊出60%，比輝達更快。因為ASIC指標性勝利出現了！ 為什麼ASIC成長的速度比GPU更快？輝達的市佔會被吃掉嗎？盤點ASIC三傑！台灣的機會在哪裡？這場直播，阿榕伯為你解答。 主持人：天下雜誌總主筆 陳良榕 ＊Podcast限定優惠方案！訂閱一年《胡說科技》還附天下新書《造光者》：https://bit.ly/4n8h6tW ＊意見信箱：bill@cw.com.tw -- Hosting provided by SoundOn

Broadcom, LastPass, Brickstone, SEO Poisoning, QR codes, H1B visas, Distributed Computing, and More... Show Notes: https://securityweekly.com/psw-893

Broadcom, LastPass, Brickstone, SEO Poisoning, QR codes, H1B visas, Distributed Computing, and More... Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-893

Looking for help navigating the changing environment around your VMware investment? What considerations do you need to make relative to staying on VMware versus moving to another solution? We have answers and guidance - check out this episode for an insightful discussion with David Stevens, Field Solution Architect, as we delve into the evolving landscape of virtualization. Despite recent changes from Broadcom, VMware still commands a significant market share, and David unpacks why. We explore the various paths VMware customers are taking today, from sticking with their current setup to exploring hypervisor alternatives, migrating to the cloud, or even transitioning to containers. This episode offers valuable anecdotes and practical insights for anyone navigating the complexities of modern IT infrastructure. Hear how Pure Storage is strategically positioned to assist organizations through these transitions, highlighting our deep integrations with VMware for over a decade and how investments in Azure VMware Solution provide a cost effective cloud alternative. David also shares his "hot takes" on industry trends, a memorable "screwup" story, and crucial advice for the future of data management. Tune in to gain actionable takeaways on charting the right course for your VMware situation and beyond.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über eine neue Hoffnung für Orsted, eine starke Micron-Prognose und die neue Deutsche-Bank-Offerte. Außerdem geht es um Nvidia, Oracle, Kingfisher, Norma, Advanced Drainage Systems, Gold, Cintas, JD Sports, Rheinmetall, Hensoldt, Volkswagen, Lufthansa, Siemens, Thyssenkrupp Steel Europe, Heidelberger Druckmaschinen, Deutz, Tesla, Palantir, Broadcom, Microsoft, Amazon. 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ken Shreve and Ed Carson analyze Wednesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bundespräsidentin Karin Keller-Sutter eröffnet am Mittwoch die US-Börse. An dieser steigen die Aktienkurse weiter. Tech-Aktien wie Broadcom, Nvidia und Alphabet zählen dieses Jahr zu den grossen Zugpferden. US-Aktien seien aktuell "recht hoch bewertet", sagt Jerome Powell, Chef der US-Notenbank Fed. SMI -1.0%

AI and technology stocks are continuing to have a significant presence in the market - but which companies are leading the charge? Broadcom and Oracle are among the companies that have generated positive results, and Nvidia made headlines following its $100 billion investment in OpenAI. Milford Asset Management's Andrew Curtayne explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

“The Broadcom acquisition changed VMware's business strategy—and prices—overnight. Our job is to make the exit as simple as possible,” says Peri Uday Bhaskar, of DartIQ. In this Technology Reseller News podcast recorded at MSP Summit, Publisher Doug Green speaks with Bhaskar about DartIQ's focus: accelerating and de-risking VMware workload migrations to customers' preferred destinations—public cloud, private cloud, or on-prem. Bhaskar notes that VMware's long-time stability masked how dependent many organizations became on its licensing model and partner ecosystem. After Broadcom's acquisition, customers reported steep subscription price increases and a shift to bundled SKUs—from roughly 8,000 products to just a handful of bundles—forcing buyers to pay for features they don't need. He adds that discounts frequently require 3–5-year commitments, and many smaller customers are now confronting a minimum 72-core buy that doesn't fit their footprint. The result: VMware line items that jump 4x to 10x and a rush to evaluate alternatives. DartIQ's answer is vMigrate, a hyper-automated platform that consolidates the multi-step migration toolchain—discovery, assessment, planning, landing-zone build-out, and cutover—into a single workflow, which Bhaskar says can deliver up to 60% time savings compared with traditional approaches. Key capabilities include: Workload analysis & customized cloud planning: Breaks VMware estates into workload packages, validates readiness, and models target-cloud cost, architecture, and trade-offs before a move. Automated landing-zone assignments: Translates on-prem VMware constructs into the correct public/private cloud equivalents and builds the plumbing (networking, policies, placements) to ensure workloads run on day one. Destination flexibility: Supports migrations to public cloud, private cloud, or back to modernized on-prem—wherever the business case lands. “VMware is a feature-rich, solid platform,” Bhaskar says. “But when costs spike tenfold, customers—especially small and midsized organizations working through MSPs—need a clear, automated path to right-sized alternatives.” This DartIQ offering is purpose-built for MSPs: the company engages through the partner channel and provides assessments, planning, and migration execution with the goal of reducing both project complexity and services spend for end customers. Learn more: Visit DartIQ's website and the team's blog (referenced as datakey.ai in the conversation) for migration primers, cost-modeling insights, and MSP scheduling via Calendly.  

The last few months, I've had many discussions about Memory Tiering. When I saw a brand new performance white paper being released, I knew it was time to invite two of the authors. Qasim Ali and Todd Muirhead go over the ins and outs of Memory Tiering, they discuss the basics, but also explain in-depth what the potential performance impact is when enabling this feature in your environment. If you'd like to know more, visit the following links!Performance blogPerformance white paperExplore Session Arvind and DavidExplore Session DaveExtreme Performance Series videosHow to enable Memory Tiering blogVMware Performance BlogDisclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, or Google.

What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO, Susan shares how listening and building trust have been pivotal in her leadership. As a woman and visible minority, she offers unique insights into balancing gut instincts with evidence-based decision-making to navigate the swiftly changing tech landscape. Discover StorMagic's strategic vision for growth in the edge virtualization market, where simplicity and trust are the keys to capturing new opportunities. Susan emphasizes the importance of maintaining customer trust amidst the challenges posed by competitors like Broadcom. She sheds light on the rewarding aspects of leadership, from fostering a motivated workforce to practicing radical candor in delivering feedback. Tune in to uncover how transparency and kindness can lead to lasting success and positive transformation in the world of technology. Timestamps 00:00:00 - Introduction and Welcome to the Podcast  00:00:45 - Susan Odle's 30-Year Journey in Tech  00:02:10 - Starting in Optical Character Recognition Sales  00:06:50 - Balancing Gut Instincts with Evidence-Based Decisions  00:08:30 - Technological Changes and Challenges in Recent Years  00:10:00 - The Fast Pace of AI and Processing Speed  00:14:30 - Leadership Gratification: Helping Others Succeed  00:18:30 - Creating a Flat Organizational Structure for Better Decision Making  00:22:30 - StorMagic's Growth Potential and Technological Innovation  00:24:00 - The Importance of Customer Trust and Service    00:28:00 - Where to Find More Information About Susan Odle and StorMagic Episode Resources: Connect with Susan here:  https://www.linkedin.com/in/susan-odle/?originalSubdomain=ca Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

Justin Nielsen and Mike Webster analyze Friday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we're celebrating by reviewing our journey and the performance of semiconductor stocks we've discussed. From Nvidia and AMD to Qualcomm, Broadcom and more, we'll recap how these companies have fared and our strategy for allocating investments in secular growth trends. We also discuss the performance of semiconductor ETFs like SOXX and SMH, and why handpicking stocks could be a better approach. Stick around until the end for our insights on future trends in the semiconductor industry and beyond. Thanks for being with us on for the last three years. Here's to many more!Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #chipstockinvestor #nvidia #asml #intel #qualcomm #amd #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:00:00 Reflecting on Past Videos and Investments02:13 Performance Review of Semiconductor Stocks03:27 Analyzing Semiconductor ETFs05:56 Understanding Secular Growth Trends09:54 Navigating Bull and Bear Markets16:59 Future Predictions and Market Cycles20:45 Closing Remarks and Future OutlookNick and Kasey own shares of what we told you in the video.

Miércoles clave en los mercados globales: la atención está puesta en la Reserva Federal y las nuevas señales de política monetaria, mientras empresas de tecnología, banca y entretenimiento protagonizan movimientos importantes:

CoreWeave, a cloud provider backed by NVIDIA, secured a $6.3 billion order for AI computing capacity, with NVIDIA agreeing to buy any unused supply through 2032. The deal highlights CoreWeave's reliance on NVIDIA, its sole GPU supplier and investor, while boosting its role in powering AI workloads. Despite strong growth—$1.21 billion in Q2 revenue, up 207% year-over-year—the company remains unprofitable, losing $290.5 million. Major contracts, including an $11.9 billion deal with OpenAI, have fueled demand and pushed CoreWeave's market value above $58 billion.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:20 - Tarboro Data Center Rebuff Tests North Carolina's Development Future5:17 - Broadcom and OpenAI Team Up for AI Chips8:53 - OpenAI and Microsoft Restructure Deal12:20 - Scattered Lapsus$ Hunters is shutting down14:59 - Google Sued by Rolling Stone Owner for AI Summaries18:26 - Anthropic Report Reveals Misuse of Claude in Cyberattacks21:31 - CoreWeave and NVIDIA Strike $6.3 Billion Cloud Deal24:44 - Microsoft Partners with Nebius in AI Cloud Deal29:16 - The Weeks Ahead31:16 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In this episode of Inside the Network, we sit down with Sumit Dhawan, CEO of Proofpoint, one of the largest private cybersecurity companies in the world. With over $2 billion in ARR, Proofpoint protects 85 of the Fortune 100 and is on a bold path toward $5 billion in revenue by 2030.Sumit's journey is a masterclass in modern leadership. Having graduated with degrees in engineering and business from IIT Roorkee, the University of Minnesota, and the University of Florida, Sumit led major business lines at Citrix and VMware, including overseeing VMware's $70 billion divestiture to Broadcom, before making the leap to cybersecurity. In 2023, he joined Proofpoint as CEO and began executing an ambitious strategy: consolidate the sprawl of human-centric security, go deep instead of broad, and prepare the company for its next chapter of growth.In our conversation, Sumit shares why he believes empathy is the most underrated CEO trait, how acting like a founder, even inside large enterprises, shaped his leadership, and what it means to have “Apple Watch governance” under Thoma Bravo. He explains how Proofpoint has evolved from email security leader to a broader platform for human and data protection, including its acquisitions of Tessian (AI-native email protection), Hornetsecurity (MSP-focused email security), and Normalyze (DSPM).Sumit also pulls back the curtain on the AI threat landscape, including how prompt injection attacks are already targeting copilots and agents, why AI is both supercharging attackers and empowering defenders, and how Proofpoint built intent-based detection models to defend against sophisticated zero-link phishing. Finally, he lays out three categories of viable cybersecurity startups today: gap-fillers, AI defenders, and category disruptors, and why the last two are more likely to be successful.Whether you're scaling a cyber startup, selling into the enterprise, or navigating PE-backed growth, this episode is full of hard-earned wisdom from a leader who's operated at every level of the stack.

  On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Apple Event and AI Strategy: Analysis of Apple's recent product launch event and a debate on Apple's apparent pivot away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space.   Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook.   AI Industry Developments: OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach.   Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.   Future of AI and Device Integration: Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

Ep 267Best 80 Mac PodcastsCitymapper: All Live Transit podržava i Beograd!Mis-issued certificates for 1.1.1.1 DNS service pose a threat to the InternetAtlassian Acquires The Browser Company for $610 Million - TidBITSThe $69 Billion Domino Effect: How VMware's Debt-Fueled Acquisition Is Killing Open Source, One Repository at a TimeCourt Allows Google-Apple Search Deal to Continue With ConditionsPozadina 'suludog' plana kojim EU želi čitati sve naše porukeThe EU's “Encryption Roadmap” Makes Everyone Less SafeThe EU wants to introduce a mass surveilance system onto your phoneIzgleda neće proći...Memory Integrity Enforcement: A complete vision for memory safety in Apple devices - Apple Security ResearchIntroducing AirPods Pro 3, the ultimate audio experienceApple debuts Apple Watch Series 11, featuring groundbreaking health insightsIntroducing Apple Watch Ultra 3Apple introduces Apple Watch SE 3Apple debuts iPhone 17Apple unveils iPhone 17 Pro and iPhone 17 Pro MaxIntroducing iPhone Air, a powerful new iPhone with a breakthrough designiPhone Air and iPhone 17 Limited to USB 2New Live Translation Feature Coming to AirPods 4, AirPods Pro 2Apple blocks translation AirPods in EU over regulatory concernsHypertension Alerts Coming to Older Apple Watch ModelsiOS 26 divota 1, divota 2, divota 3Jerry Schulze:Affordable 6K Displays have arrived! Asus ProArt PA32QCVDid you know your MacBook has a sensor that knows the exact angle of the screen hinge?Vintage Macintosh Programming Book LibraryOd izdvojenih mogućih naslova, izabran je broj 4:Pegi, pokaži svoje zmijsko teloPa to ti je, bre, eUpravaNema džabe ni kod babeTreba mi ozbiljna koncentracija da se ne ispovraćamZahvalniceSnimano 12.9.2025.Uvodna muzika by Vladimir Tošić, stari sajt je ovde.Logotip by Aleksandra Ilić.Artwork epizode by Saša Montiljo, njegov kutak na Devianartu

It's the Tech Corner's first repeat appearance: Broadcom (AVGO). George Tsilis dives into the company's latest earnings report and its exposure to the A.I. adoption themes that have driven the overall markets to new all-time highs.======== 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

Good market performance on Wednesday, but that was on the backs of only a few stocks: Broadcom, Nvidia, Oracle...all AI-related. Oracle's outlook for AI-related Cap-ex spending was optimistic, which dovetailed nicely with what Nvidia had said earlier. Oracle opened the day ahead 33%, traded as high as 40%, and closed the day with a 35% gain. That action lifted the entire Tech sector, and pushed the S&P to another all-time high. Price compression is creating a wedge pattern, which markets are trying to break out of. The negative divergence we've been watching really doesn't matter...until it matters. Yesterday's breadth, however, was not impressive, with only a few spots of strength and a lot of red across the market heat map. Yesterday's PPI report ignited a kneejerk reaction in the bond market, but digging deeper into the data resulted in a further decline in yields. This morning's CPI report (+2.9%) will have a bearing on bonds, and if yields continue to drop, short covering will add to the movement downward. Interest Rates now have a buy signal, indicating yields will slip lower. Bond are over sold, and a reversal would not be surprising. 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://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #CPI #PPI #Inflation #MarketDeviations #NegativeDivergence #AI #Nvidia #Oracle #Tech  #Bonds #BondYields #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Hi, Spring fans! In this installment, we talk to the general manager of Tanzu, the legendary Purnima Padmanabhan, about AI, the power of the platform, and more. Recorded live from SpringOne 2025!

This week on the Trading Justice Podcast, the brothers break down the weakest jobs report since 2020 and what it means for the market. With payrolls adding just +22,000 in August vs. +75,000 expected, revisions going negative, and confidence slipping, the labor market is flashing real warning signs.   We cover the Top 5 Reasons Corporations Aren't Hiring — from high rates and weak demand to the rise of AI — and ask the hard questions: - Is AI the real driver behind the hiring freeze?  - What does this mean for Fed policy and future rate cuts? - Can the White House and Fed restore confidence before things worsen? - In Stock It or Drop It, we break down Robinhood, AppLovin, Chewy, Broadcom, Salesforce, Alphabet, UNH, and Starbucks. Winners, losers, and what setups we're watching. Finally, in Coaches Corner, we tackle pressing mindset and career questions — from AI layoffs to pushing through fear, to whether rate cuts now spell opportunity or recession.

⏱️ Time Stamps• 8:15 – Trump Tech Dinner• 18:17 – Broadcom Stock & Options• 28:00 – U.S. Jobs Slump & Hard Landing?• 43:50 – Gold All-Time High: Battle vs. Bitcoin• 49:50 – Robinhood in S&P 500: Fintech Win or Bubble?• 58:00 – Apple iPhone 17 Surge, Nvidia & AMD Lag• 1:09:22 – Cheryl McKissack JoinsTonight's episode of Market Mondays is loaded with insights you don't want to miss. We break down the latest moves in the market, the state of the U.S. economy, and whether gold or Bitcoin will reign supreme as the top asset of the future.We also dive into the rise of Broadcom, Robinhood joining the S&P 500, and Apple's surge heading into the iPhone 17 launch. Plus, we're joined by Cheryl McKissack Daniel — the 5th generation CEO of McKissack & McKissack, the largest Black-owned construction company in America. She shares her incredible family story, her new book, and lessons on building legacy and wealth in one of the toughest industries.Tap in, take notes, and level up your financial playbook.

The annual gathering on infrastructure virtualization that is the VMware by Broadcom Explore conference has wrapped up and there are important takeaways from both the formal program and informal discussions. Analysts Jean Atelsek, Henry Baltazar and William Fellows join host Eric Hanselman to talk about their takes on the event. The newly integrated VMware Cloud Foundation 9.0 (VCF) suite has shipped and along with it a new approach to the product portfolio. AI-focused capabilities have been added as VMware aims to create a private cloud portfolio to rival the public cloud offerings. Higher level data services are the first service abstractions available, with the promise of more to come. In the new organizational structure, the Tanzu product offering is now in its own division in Broadcom. While that offers it independence, it's also meant that in areas like AI functionality, there is some overlap between it and AI capabilities being built into VCF 9. The larger challenge for Broadcom is to motivate customers to fully implement VCF 9 and put all of its capabilities to work. More S&P Global Content: Next in Tech | Ep. 222: FinOps – Managing Cloud and AI Costs Next in Tech | Ep. 214: KubeCon and Cloud Native Next in Tech | Ep. 183: Exploring Broadcom VMware For S&P Global Subscribers: VMware Cloud Foundation 9.0 manifests Broadcom's vision for modern private cloud VMware Tanzu enhances support for generative AI and agents with Tanzu AI Solutions VMware remains dominant as organizations evaluate alternative virtualization technologies Credits: Host/Author: Eric Hanselman Guest: Jean Atelsek, Henry Baltazar, William Fellows Producer/Editor: Adam Kovalsky Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Although there were no huge LLM updates this week, the big AI companies were still making moves. ↳ Google avoided an AI breakup. ↳ The world's most prominent AI players met with U.S. President Trump. ↳ Apple had to get AI help from its biggest competitor. ↳ Anthropic suffered a $1.5 billion lawsuit loss. And that's barely the beginning of this week's AI news that mattered. Don't waste hours a day trying to keep up or miss an update that impacts your work. Tune in now!Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI AI-Powered Job Board AnnouncementOpenAI ChatGPT Certification Launch DetailsAtlassian Acquires Browser Company for $610MAI Agentic Browsers Market Competition UpdateOpenAI Research on LLM Hallucinations ExplainedApple Integrates Google Gemini in SiriApple-Google AI Partnership for World KnowledgeOpenAI Broadcom Partnership for AI ChipsWhite House AI Execs Meeting with TrumpMajor AI Industry Data Center InvestmentsWarner Bros Sues Midjourney Over CopyrightAnthropic $1.5B Author Copyright SettlementGoogle Wins DOJ Search Monopoly Court CaseAI Image Generator Ideogram Launches StylesClaude Rolls Out Chat Memory for UsersTimestamps:00:00 OpenAI Launches AI Job Platform03:43 AI Skills Boost Salaries, New Platform07:59 Atlassian Acquires The Browser Company12:54 AI Models and Guesswork Issues15:08 AI Hallucinations vs. Uncertainty17:49 Apple-Google AI Integration Unveiled22:07 OpenAI Pursues Custom AI Chips28:59 "Warner Bros. Sues Midjourney"32:38 Anthropic Settles Copyright Lawsuit35:04 Google Avoids Chrome, Android Sale37:47 AI News: Rumors and ReleasesKeywords:OpenAI, AI news, Google, Gemini, Apple, Siri upgrade, large language models, AI hallucinations, AI job board, LinkedIn competitor, AI certification, ChatGPT, ChatGPT Enterprise, prompt engineering, Walmart AI training, Microsoft, AI salary premium, multimodal learning, NotebookLM, Perplexity Comet browser, AI agentic browser, Atlassian, The Browser Company, DIA browser, AI-powered browsing, enterprise AI, Anthropic, AI copyright lawsuit, Warner Brothers Discovery, Midjourney, Disney, Universal, AI intellectual property, image generation AI, AI model training data, Broadcom, AI chips, NVIDIA alternative, custom AI chip, data centers, US AI investment, Mark Zuckerberg, Meta, Apple manufacturing, Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

Take a Network Break! We shine a red light on an AnyShare Service Agent API vulnerability and an active exploit against FreePBX. SASE vendor Cato Networks makes first-ever acquisition with purchase of AI security startup AIM, Microsoft researchers tout hollow core fiber tests that out-perform glass core fiber optics, and Wi-Fi 7 helps drive up... Read more »

Cramer breaks down the AI chip race between two Club holdings. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer

Take a Network Break! We shine a red light on an AnyShare Service Agent API vulnerability and an active exploit against FreePBX. SASE vendor Cato Networks makes first-ever acquisition with purchase of AI security startup AIM, Microsoft researchers tout hollow core fiber tests that out-perform glass core fiber optics, and Wi-Fi 7 helps drive up... Read more »

Take a Network Break! We shine a red light on an AnyShare Service Agent API vulnerability and an active exploit against FreePBX. SASE vendor Cato Networks makes first-ever acquisition with purchase of AI security startup AIM, Microsoft researchers tout hollow core fiber tests that out-perform glass core fiber optics, and Wi-Fi 7 helps drive up... Read more »

The U.S. job market is experiencing a significant slowdown, with only 22,000 jobs added in August, marking the first net job loss since December 2020. The unemployment rate has slightly increased to 4.3%, indicating a decline in hiring and job seeker enthusiasm. Despite these challenges, the adoption of artificial intelligence (AI) in the labor market is not leading to widespread job losses. A recent survey revealed that only 1% of service firms reported job cuts due to AI, while many companies are retraining existing employees instead of laying them off. The tech sector, however, is seeing a rise in job postings requiring AI skills, reflecting a shift in hiring practices.Small businesses are facing increasing challenges as confidence in their marketing efforts declines, despite higher investments. A report indicates that only 18% of small and mid-sized businesses are very confident in their marketing outcomes, down from 27% the previous year. Many businesses are turning to AI tools and email marketing, but they struggle with limited time for marketing activities. Economic pressures, including rising costs and tariffs, are also impacting operational strategies, leading to concerns about the effectiveness of marketing investments.Tariffs are causing disruptions in tech pricing and delaying PC upgrades, with the removal of the de minimis exemption leading to increased costs for imported goods. This has resulted in price hikes for various products, including luxury items and personal computers. Despite the impending end of support for Windows 10, many businesses are hesitant to upgrade to Windows 11, opting instead for extended support packages. The rise of AI-enabled personal computers is notable, but the associated costs due to tariffs are making these upgrades more challenging for businesses.Broadcom is consolidating its control over VMware, transitioning a significant portion of its customers to subscription-based services. This move is part of a broader strategy to enhance the VMware Cloud Foundation offerings. Meanwhile, a new integration between DarcyIQ and Kaseya Autotask aims to improve operational efficiency for managed service providers by streamlining ticket and project management through natural language conversations. This highlights the need for smarter tools in the industry, as third-party solutions are increasingly filling gaps left by platform vendors. Four things to know today 00:00 U.S. Job Market Stalls, but AI Isn't the Culprit—Structural Shifts and RTO Mandates Drive Change05:58 SMBs Struggle with Marketing Confidence, Tariff Impacts, and Windows 10 Migration as AI PCs Rise09:59 Broadcom Tightens VMware Grip with Subscription Push, Locking in Top Clients and Leaving Others Behind12:05 Ecosystem Innovation Outsmarts Kaseya as DarcyIQ Delivers Natural Language Interface for Autotask This is the Business of Tech.     Supported by:  https://getnerdio.com/  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Plus: Google fined $3.5 billion by EU over ad-tech business. OpenAI and Broadcom strike a $10 billion deal to develop custom AI chips. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, further solidifying hopes of a September rate cut by the Fed. What the data says about a weakening U.S. economy, and if a 50 basis point cut is on the table for the central bank.Fast Money Disclaimer

Ahead of this month's Fed decision on interest rates, Carl Quintanilla and Jim Cramer led off the show by exploring the weaker-than-expected August jobs report. National Economic Council Director Kevin Hassett joined the program with White House reaction to the numbers. The anchors also asked Hassett about President Trump's Thursday night meeting with tech CEOs and the president's efforts to oust Fed Governor Lisa Cook. Tesla proposes a pay package for Elon Musk that could become worth $1 trillion over the next decade. Also in focus: Fresh record highs for stocks, Broadcom surges, Lululemon tumbles, Cramer on finding value in this market. Squawk on the Street Disclaimer

Markets taking a leg lower after this morning's August Jobs Report: Sara Eisen and Carl Quintanilla broke down the numbers and key takeaways with JPMorgan's Chief Strategist David Kelly – before discussing what it means for the Fed with Goldman Sachs Chief Economist Jan Hatzius. Meanwhile, Lululemon the stock story of the day… Slumping double-digits after weak guidance and earnings: CEO Calvin McDonald joined the team in a CNBC exclusive to talk the road ahead, and what went wrong this quarter.  Also in focus: Is a 1 *trillion* dollar pay package in play for Tesla CEO Elon Musk? Details on the unprecedented proposal this hour – alongside analysis on the big AI trades of the day, spanning Broadcom to Samsara.  Squawk on the Street Disclaimer

Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it's our Chart of the Day. And later, the desk shares their latest portfolio moves. Investment Committee Disclosures

Today - a look at the market remaining in complacency mode, boosted by a drop in yields and later by Broadcom's apparent coming collaboration with OpenAI on new chips. Also, new geopolitical developments, speculating on coming Trump announcement later today (including on a possible revaluation of US gold reserves), earnings coming up next week, the US jobs data today, a general sense of foreboding that something big is about to happen to this market, and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic