Podcasts about broadcom

Managed service providers (MSPs) are increasingly becoming essential partners for mid-market organizations, with a recent Barracuda Networks survey revealing that 85% of firms with 1,000 to 2,000 employees now depend on MSPs for integrated security support. This shift highlights the growing complexity of cybersecurity challenges that these organizations face, as they seek to manage a multitude of disconnected security tools. The survey indicates a willingness among 92% of organizations to pay a premium for enhanced support, emphasizing the need for MSPs to demonstrate technical mastery and deliver ongoing value.The podcast discusses the implications of this trend, noting that while MSPs may feel indispensable, they are also facing pressure from vendors who are building direct relationships with mid-market clients. The demand for 24/7 security coverage and transparency about security practices is high, with many organizations willing to switch providers if their needs are not met. This creates a challenging environment for MSPs, who must evolve from being mere resellers of security tools to becoming orchestrators of comprehensive security outcomes.Additionally, the episode covers the ongoing licensing disputes between Siemens and Broadcom following Broadcom's acquisition of VMware. The shift from perpetual licenses to subscription models has led to significant price increases, causing frustration among enterprise customers. As organizations like Siemens seek alternatives, the podcast highlights the growing market for VMware exit planning and license optimization services, presenting opportunities for IT providers to assist clients in navigating these challenges.Finally, the discussion touches on broader trends in software licensing and the rise of open-source solutions as enterprises grapple with compliance issues. The increasing use of unapproved AI tools, known as Shadow AI, among employees poses additional risks, prompting IT leaders to seek trusted partners who can help them manage these complexities. The episode concludes by emphasizing the need for MSPs to pivot from reactive approaches to strategic advisory roles, guiding clients through the evolving landscape of technology and security. 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

Agentic AI has emerged as the leading technological trend according to McKinsey's latest report, with job postings for these roles skyrocketing by nearly 985% between 2023 and 2024. This surge reflects a growing interest in AI systems capable of performing complex tasks autonomously. Alongside this trend, the report highlights the importance of digital trust in cybersecurity, especially as organizations face new challenges from AI-enhanced cyber threats. The divide in attitudes towards AI in the workplace is significant, with non-users, particularly older adults and those in lower-paid jobs, perceiving AI as a threat to their job security, while younger, professional users view it more positively.A recent study from Carnegie Mellon University raises concerns about the reliability of large-language model chatbots, which often become overconfident after providing incorrect answers. This overconfidence can lead to misleading interactions with users, as these AI systems fail to adjust their confidence levels after mistakes. The study involved popular chatbots like OpenAI's ChatGPT and Google's Gemini, revealing that even when these tools perform poorly, they remain unaware of their shortcomings. This issue underscores the need for responsible AI deployment, emphasizing the importance of governance and oversight in AI services.In the realm of cybersecurity, Broadcom's VMware division is facing criticism for restricting access to essential security patches for customers with perpetual licenses who lack active support contracts. This situation raises significant concerns about the vulnerability of systems and the potential for cyberattacks. Despite promises of free access to zero-day security patches, many users report difficulties in obtaining these critical updates, leading to fears of increased risks. VMware's shift to a longer release cycle and extended support durations aims to address customer concerns, but the underlying issue of trust remains critical.The podcast also discusses the manipulative design tactics employed by major platforms to push AI features onto users, labeling this phenomenon as "forced use." This approach raises questions about genuine consumer interest in AI tools, as many are deployed without organic demand. Additionally, the controversial case of the AI coding startup Windsurf highlights the risks associated with equity sharing in the tech industry, as a failed acquisition deal left many employees uncertain about their futures. As the landscape of AI and technology continues to evolve, the need for transparency, trust, and responsible practices becomes increasingly vital. Three things to know today 00:00 Agentic AI on the Rise, but Overconfident Bots and Worker Fears Signal a Trust Crisis05:38 Broadcom's VMware Shift Raises Alarms: Patch Access Locked Behind Subscriptions, Trust Erodes08:36 From Forced Features to Fumbled Equity: The Growing Backlash Against AI Hype and Misaligned Incentives  Supported by: https://getflexpoint.com/msp-radio/  Tell us about a newsletter!https://bit.ly/biztechnewsletter 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

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.  2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Joel Elconin, co‑host of the Pre‑Market Prep show and founder of the Stock Trader Network, joins us to break down the almost‑everything bull market pushing indices to record highs. Key topics covered: Leadership driving the rally: Big tech names like Microsoft, Nvidia, Google, Meta, and Broadcom leading markets to fresh highs, with value names like Berkshire and JPMorgan also participating. Earnings season takeaways: Why some companies get punished despite beating estimates, cautious guidance trends, and how tariffs are factoring into outlooks. Retail investor dynamics: The resurgence of meme‑style moves, retail's influence in small caps, and how institutions are adapting. Opportunities ahead: Joel's perspective on small caps, sector rotation, and what to watch as July closes out with key reports from Apple, Amazon, and other tech giants.   Click here to visit Joel's PreMarket Prep website. Click here to visit the Stock Trader Network.

US equity futures are mixed after Wednesday's rally pushed the S&P 500 and Nasdaq to fresh record closes. Asia ended higher, with Japan leading gains and tech supporting sentiment in Korea and Taiwan, while European markets opened firmer. The market focus remained on trade policy developments, with momentum building toward new tariff deals. Trump confirmed a US-Japan agreement featuring a 15% tariff, below the earlier signaled 25% rate. Reports also indicated that the US and EU are close to finalizing a similar 15% deal with mutual tariff waivers. South Korea was said to offer a Japan-style agreement, though Yonhap reported high-level talks were suddenly postponed. Australia signaled intent to lift beef import restrictions to gain tariff relief. Meanwhile, Trump stated the new global tariff baseline may be set between 15% and 50%.Companies Mentioned: Comcast, Goldman Sachs, Broadcom, Amazon

Rick Ducat says Broadcom (AVGO) "may not be a household name," though it's market cap can't be ignored. He breaks down the technical trends he sees in the A.I. giant's chart and key levels investors should watch. Tom White turns to an example options trade for Broadcom.======== 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

OpenAI and Oracle announced a major expansion, set to develop 4.5GW of additional data center capacity in a push to power surging AI demand. It positions Oracle as the reliable data center fallback as OpenAI and Softbank's relationship reportedly faces new hurdles.   

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors

The S and P 500 and Nasdaq Composite fell a day after both indexes hit fresh records, Artificial Intelligence darling Nvidia and Broadcom each more than 2 percent lower, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Take a Network Break! We begin with a listener question about a paper critiquing Shor’s Algorithm and quantum computing, and touch on a remote code execution vulnerability in Riverbed SteelCentral NetProfiler / NetExpress 10.8.7. We discuss a Cloudflare BGP misconfiguration that caused the Internet to hiccup, Broadcom’s new Tomahawk Ultra ASIC aimed for–you guessed it–AI... Read more »

Take a Network Break! We begin with a listener question about a paper critiquing Shor’s Algorithm and quantum computing, and touch on a remote code execution vulnerability in Riverbed SteelCentral NetProfiler / NetExpress 10.8.7. We discuss a Cloudflare BGP misconfiguration that caused the Internet to hiccup, Broadcom’s new Tomahawk Ultra ASIC aimed for–you guessed it–AI... Read more »

Take a Network Break! We begin with a listener question about a paper critiquing Shor’s Algorithm and quantum computing, and touch on a remote code execution vulnerability in Riverbed SteelCentral NetProfiler / NetExpress 10.8.7. We discuss a Cloudflare BGP misconfiguration that caused the Internet to hiccup, Broadcom’s new Tomahawk Ultra ASIC aimed for–you guessed it–AI... Read more »

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Episode 100, YESSSS! Finally, we managed to get there. For this episode, I invited two Google Cloud VMware Engine (GCVE) product managers to explain what GCVE is all about. We had Dr. Wade Holmes on the show, 84 episodes ago, to introduce GCVE, so it was time to re-introduce GCVE and discuss the current solution, and the benefits it brings with for instance the flexibility in node types, bring your own licensing, disaster recovery, networking, and much more. Ken and Sai had some interesting stories, so make sure to pay close attention!Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, or Google.

In this insightful Market Mondays clip, hosts Ian Dunlap, Troy Millings, and Rashad Bilal are joined by a top financial commentator as they dive deep into Nvidia's unparalleled impact on the tech and AI market. The team unpacks why Nvidia stands out as not just a dominant force, but perhaps the most influential company today—surpassing Apple in both relevance and innovation.Ian starts by highlighting Nvidia's visionary move to focus on building America's AI infrastructure instead of jumping on the social media and app bandwagon like many Silicon Valley peers. He likens Nvidia's role to “Tim Duncan” for the market, stepping up with game-changing chips right when the U.S. needed technological leadership. With bold multi-year price targets, Ian credits Nvidia CEO Jensen Huang's relentless drive and paranoia as crucial to the company's success, noting their culture of mission-driven work as unmatched: “Everyone there was working on a mission, on a purpose.”Rashad reflects on the incredible financial impacts Nvidia has brought to the Market Mondays audience, asserting that no other company discussed on the show has changed more people's financial situations. Looking ahead, Rashad thinks Nvidia's dominance is only getting started, predicting several more years of strong stock price growth—especially as AI adoption explodes and enterprise demand for Nvidia GPUs becomes mandatory for anyone who wants to compete.The panel collectively recognizes the critical role Nvidia plays in powering not just major players like Microsoft, Meta, Broadcom, and TSM, but also a multitude of emerging AI platforms. Rashad states plainly, “You're not going to be able to lead or even compete in the space without them, and that's not going to change.”In a jaw-dropping moment, the team discusses where Nvidia could be headed in the next few years, with a long-term price call that suggests the company could add another trillion dollars to its valuation—something the market has never witnessed before.Whether you're invested in AI, interested in the next big market mover, or simply a fan of top-tier analysis, this clip lays out why Nvidia is in a class of its own—and why watching their next moves is essential for savvy investors.Don't forget to like, comment, and subscribe for more deep dives and financial insights from Market Mondays!*Hashtags:* #MarketMondays #Nvidia #AI #StockMarket #Investing #TechStocks #FinancialFreedom #NVDA #ArtificialIntelligence #MarketAnalysisOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Hiding Payloads in Linux Extended File Attributes Xavier today looked at ways to hide payloads on Linux, similar to how alternate data streams are used on Windows. Turns out that extended file attributes do the trick, and he presents some scripts to either hide data or find hidden data. https://isc.sans.edu/diary/Hiding%20Payloads%20in%20Linux%20Extended%20File%20Attributes/32116 Cisco Patches Critical Identity Services Engine Flaw CVE-2025-20281, CVE-2025-20337, CVE-2025-20282 An unauthenticated user may execute arbitrary code as root across the network due to improperly validated data in Cisco s Identity Services Engine. https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-ise-unauth-rce-ZAd2GnJ6 Oracle Critical Patch Update Oracle patched 309 flaws across 111 products. 9 of these vulnerabilities have a critical CVSS score of 9.0 or higher. https://www.oracle.com/security-alerts/cpujul2025.html Broadcom releases VMware Updates Broadcom fixed a number of vulnerabilities for ESXi, Workstation, Fusion, and Tools. https://support.broadcom.com/web/ecx/support-content-notification/-/external/content/SecurityAdvisories/0/35877

This week in The War Room, Carson Rich, Eric Dunavant, Drew Brown, and Kristina Schuler dive into what's really happening behind the headlines—from AI-driven market moves to new crypto tax proposals, the return of tariffs, and what the “Big Beautiful Bill” could mean for your wallet.

In this episode of Hashtag Trending, host Jim Love discusses concerns over the AI-driven stock market rally, with Torsten Slok of Apollo Global Management warning of potential overvaluation akin to the .com bubble. OpenAI shifts part of its ChatGPT infrastructure to Google Cloud, highlighting strains with Microsoft. Broadcom makes controversial changes to VMware's partner program, while Delta investigates AI-driven dynamic pricing models. Finally, a Canadian Internet Registration Authority report reveals rising AI adoption and concerns over misinformation and deep fakes in Canada. 00:00 Introduction and Headlines 00:32 AI Bubble: A Warning from Wall Street 02:45 OpenAI's Surprising Move to Google Cloud 04:56 Broadcom's Controversial Partner Program Changes 06:30 Delta's AI-Driven Pricing Model 08:08 Canadian Internet Insights: AI Adoption and Concerns 10:12 Conclusion and Upcoming Episodes

Keylogger Data Stored in an ADS Xavier came across a keystroke logger that stores data in alternate data streams. The data includes keystroke logs as well as clipboard data https://isc.sans.edu/diary/Keylogger%20Data%20Stored%20in%20an%20ADS/32108 Malvertising Homebrew An attacker has been attempting to trick users into installing a malicious version of Homebrew. The fake software is advertised via paid Google ads and directs users to the attacker s GitHub repo. https://medium.com/deriv-tech/brewing-trouble-dissecting-a-macos-malware-campaign-90c2c24de5dc CVE-2025-5333: Remote Code Execution in Broadcom Altiris IRM LRQA have discovered a critical unauthenticated remote code execution (RCE) vulnerability in the Broadcom Symantec Altiris Inventory Rule Management (IRM) component of Symantec Endpoint Management. https://www.lrqa.com/en/cyber-labs/remote-code-execution-in-broadcom-altiris-irm/ Code highlighting with Cursor AI for $500,000 A syntax highlighting extension for Cursor AI was used to compromise a developer s workstation and steal $500,000 in cryptocurrency. https://securelist.com/open-source-package-for-cursor-ai-turned-into-a-crypto-heist/116908/

Managed service providers (MSPs) are increasingly becoming essential partners for mid-market organizations, with a recent Barracuda Networks survey revealing that 85% of firms with 1,000 to 2,000 employees now depend on MSPs for integrated security support. This shift highlights the growing complexity of cybersecurity challenges that these organizations face, as they seek to manage a multitude of disconnected security tools. The survey indicates a willingness among 92% of organizations to pay a premium for enhanced support, emphasizing the need for MSPs to demonstrate technical mastery and deliver ongoing value.The podcast discusses the implications of this trend, noting that while MSPs may feel indispensable, they are also facing pressure from vendors who are building direct relationships with mid-market clients. The demand for 24/7 security coverage and transparency about security practices is high, with many organizations willing to switch providers if their needs are not met. This creates a challenging environment for MSPs, who must evolve from being mere resellers of security tools to becoming orchestrators of comprehensive security outcomes.Additionally, the episode covers the ongoing licensing disputes between Siemens and Broadcom following Broadcom's acquisition of VMware. The shift from perpetual licenses to subscription models has led to significant price increases, causing frustration among enterprise customers. As organizations like Siemens seek alternatives, the podcast highlights the growing market for VMware exit planning and license optimization services, presenting opportunities for IT providers to assist clients in navigating these challenges.Finally, the discussion touches on broader trends in software licensing and the rise of open-source solutions as enterprises grapple with compliance issues. The increasing use of unapproved AI tools, known as Shadow AI, among employees poses additional risks, prompting IT leaders to seek trusted partners who can help them manage these complexities. The episode concludes by emphasizing the need for MSPs to pivot from reactive approaches to strategic advisory roles, guiding clients through the evolving landscape of technology and security. Three things to know today 00:00 Barracuda Warns: Midmarket Clients Expect 24/7 Security and Transparency—or They'll Walk05:20 Siemens vs. Broadcom: VMware Licensing Fight Highlights Industry Turmoil09:08 $500K Compliance Costs and Shadow AI Adoption Push IT Leaders to Seek Trusted Advisors11:52 KnowBe4 Targets Human Error, Microsoft Nudges Windows 11, Amazon Stumbles on Alexa Web This is the Business of Tech.    Supported by:  https://getnerdio.com/nerdio-manager-for-msp/  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

Send us a textThe tech industry's shifting strategies and priorities take center stage in this episode as we examine several major developments reshaping the landscape. We dive into Ingram Micro's recent ransomware attack by the SafePay group, analyzing both the immediate impacts and potential long-term consequences of the four-day operational disruption. The incident raises important questions about security protocols, attack vectors, and the possibility of data exfiltration that could have lingering effects.Next, we explore CoreWeave's massive $9 billion acquisition of CoreScientific, representing a fascinating pivot from cryptocurrency mining infrastructure to AI computing resources. This transaction epitomizes the tech industry's current trajectory – moving away from speculative cryptocurrency ventures toward equally speculative but potentially more productive AI applications. We discuss the diminishing returns of crypto mining versus the still-unprofitable but product-focused world of AI, questioning where this astronomical investment might lead.The networking world sees significant realignment as Arista acquires VeloCloud from Broadcom, bolstering their WAN portfolio after VMware's SD-WAN solution changed hands multiple times in recent years. We compare potential integration approaches with Cisco's historical challenges integrating Viptela, speculating on how Arista might handle this transition while maintaining their commitment to a unified operating system.Perhaps most concerning is Microsoft's continued workforce reduction – cutting 4% of employees while pledging billions toward AI development. This "robbing Peter to pay Paul" approach appears throughout the tech industry as companies bet heavily on AI's future promise while sacrificing present human capital. We contrast these widespread layoffs with contradictory reports claiming robust tech hiring, questioning the true state of industry employment.Join us biweekly for future episodes as we transition to a fortnightly schedule focusing on quality over quantity. Share your thoughts about our schedule change or any topics discussed – we're especially interested in hearing from VeloCloud customers who've experienced the product's journey through multiple corporate owners.Purchase Chris and Tim's new book on AWS Cloud Networking: https://www.amazon.com/Certified-Advanced-Networking-Certification-certification/dp/1835080839/ Check out the Fortnightly Cloud Networking Newshttps://docs.google.com/document/d/1fkBWCGwXDUX9OfZ9_MvSVup8tJJzJeqrauaE6VPT2b0/Visit our website and subscribe: https://www.cables2clouds.com/Follow us on BlueSky: https://bsky.app/profile/cables2clouds.comFollow us on YouTube: https://www.youtube.com/@cables2clouds/Follow us on TikTok: https://www.tiktok.com/@cables2cloudsMerch Store: https://store.cables2clouds.com/Join the Discord Study group: https://artofneteng.com/iaatj

“AI is a distributed system — and the network is the computer,” says Ram Velaga, senior vice president of Broadcom's Core Switching Group. In this episode of Tech Disruptors, Velaga joins Bloomberg Intelligence's Kunjan Sobhani to explain how Ethernet is expanding from scale-out AI networking into the scale-up domain, challenging proprietary solutions like NVLink and Infiniband. The discussion covers Broadcom's Tomahawk 6 and Ultra product lines, its open SUE spec, and why simplicity, bandwidth and vendor neutrality may shape the next generation of AI infrastructure.

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, analiza con lupa a Waters, Fastenal, Broadcom, General Motors y la banca estadounidense.

Angelo Zino points to Broadcom's (AVGO) A.I. revenue and its software business which he calls a "monster free cash flow generator." Angelo highlights the company's broad swath of clients that utilize Broadcom's technology and walks through his firm's buy rating with a $290 price target. He does caution that shares may have gotten ahead of themselves and points to the copper tariffs as a potential risk for the broader semiconductor industry.======== 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 (AVGO) hit a new all-time high off a series of previous highs over the past few sessions. Steven Dickens attributes the business's success to its "two-sided" approach through the semiconductor and enterprise software spaces. He adds that its VMware acquisition will continue to pay off long-term as it ramps up partnerships with hyperscalers like Alphabet (GOOGL). Tom White turns to a pair of example options trades in Broadcom.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tonight on GeekNights, we consider the blinky lights and LEDs the kids are putting on everything including their computers. In the news, Windows 10 has extended security support, Broadcom is desperate to monetize VMware, and the EU forced Apple to comply, at least in the EU.Related LinksForum ThreadBlinky LightsDiscord ChatBlinky LightsBluesky PostBlinky LightsThings of the DayRym - NHL: Refs Mic'd Up Part 2Scott - Balatro for the Nintendo E-Reader

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week's handpicked topics include:   Intro: Recent events, including HPE Discover and the Six Five Summit  Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode) Microsoft and OpenAI's Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan's recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode) Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip) Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears) NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears) AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)   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.  

The market is pushing all-time highs, but what's really driving this move — and can it sustain? In this episode, Matt and Mark Justice dive deep into the catalysts that could fuel and support a true breakout, including fiscal tailwinds, a shifting Fed stance, and an upcoming earnings cycle. But the real star of the show? AI.  The brothers break down the top 10 narratives powering the AI trade that's putting the market on its back — from Nvidia's renewed dominance to Broadcom's chip surge, Meta's $15B AGI moonshot, and Oracle's emerging role as the AI cloud backbone. They also cover Palantir's quiet AI expansion into government, Micron's memory bottlenecks, and why semiconductor earnings are breaking out with analyst backing. Plus: why sovereign nations are going all-in on AI infrastructure, hyperscaler capex is off the charts, and robotaxis could become AI's first blockbuster commercial application. If you're trading this market or just trying to understand what's really under the hood of this rally — this is the episode you don't want to miss.

Broadcom is coming for you, Direct Send, N0auth, UNFI, Cisco, Oneclik, Russ Beauchemin, and More on this episode of the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-489

Broadcom is coming for you, Direct Send, N0auth, UNFI, Cisco, Oneclik, Russ Beauchemin, and More on this episode of the Security Weekly News. Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-489

Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Chip Stock Investor discusses Micron's recent report, which provides further evidence that semiconductor manufacturing is getting ready to heat up. Could it mean there's a run higher in store for Micron and other chip stocks like Nvidia, Broadcom, and AMD? Nick and Kasey discuss reasons for optimism, and also risks to be mindful of.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.comSign 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.Timestamps:(00:00) Introduction to Micron and Its Industry Position(01:43) Micron's Recent Earnings and Market Insights(02:27) AI and Data Center Growth Impact on Micron(08:44) Automotive and Industrial Market Recovery(11:06) CapEx and Future Outlook for Micron(14:14) Conclusion and Market Implications #micron #hbm #hbmmemory #nvidia #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Micron

Broadcom is coming for you, Direct Send, N0auth, UNFI, Cisco, Oneclik, Russ Beauchemin, and More on this episode of the Security Weekly News. Show Notes: https://securityweekly.com/swn-489

Sara Awad, who runs Tech Stock Pros and the Investing Group Tech Contrarians, on tech holding up well (1:10). Tesla's robotaxi launch (3:10). Nvidia updates (15:05). AMD momentum, Apple disappointment, Broadcom bullishness remains (17:15). CoreWeave changed investment thesis (23:05).Show Notes:Robotaxi Sunday Foreshadows Tesla's Next Big Thing - Buy CallDeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi CapsTech Stocks - Focus On What Management Isn't Talking AboutStressful Markets, But Lots Of Opportunities In TechEpisode transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Gartner predicts that by 2027, artificial intelligence (AI) will be responsible for half of all business decisions, either through full automation or partial augmentation. This shift is driven by the increasing pressure on technology companies to deliver returns on their AI investments, with small and mid-sized businesses (SMBs) rapidly adopting these tools. However, a significant skills gap remains, as 95% of SMBs report needing more training to effectively utilize AI. The report emphasizes the importance of human oversight to ensure data quality and governance, suggesting that companies prioritizing AI literacy training could see revenue increases of up to 20%.Despite the enthusiasm for AI, a study from Stanford University reveals that professionals prefer using AI for automating mundane tasks rather than more complex responsibilities. The research indicates a strong desire for human control in the workplace, highlighting a disconnect between the tasks companies assign to AI and what workers actually want to automate. This gap presents an opportunity for managed service providers (MSPs) to bridge the divide by focusing on human-centered workflow design and aligning AI deployment with employee expectations.In the realm of productivity tools, OpenAI and Anthropic are making strides with new integrations that enhance user interaction with AI. OpenAI is testing a feature that allows users to analyze emails and manage schedules through ChatGPT, while Anthropic's CLAWD code has improved its toolchain for developers. These advancements signify a shift in how end users will expect to interact with their tools, pushing providers to adapt their roles from managing infrastructure to managing intelligence and intent.Broadcom's recent changes to VMware's licensing model have raised concerns among smaller customers, with reports of cost increases significantly impacting their budgets. While Broadcom claims that many of its top customers are adopting the VMware Cloud Foundation, the dissatisfaction among smaller clients indicates a need for IT providers to offer migration services and alternative solutions. The current landscape presents a critical moment for providers to assist clients in navigating these changes, ensuring they find resilient and appropriately priced platforms that meet their needs. Four things to know today 00:00 From Hype to Help: AI Decision-Making Surges, But Poor Guidance Risks Undermining Gains05:23 OpenAI and Anthropic Expand AI Agents Into Daily Workflow—IT Providers Must Now Govern Behavior, Not Just Systems07:44 Efficiency Is the New MSP Battleground: Martello and WatchGuard Highlight Operational ROI10:35 Broadcom's VMware Pivot Forces MSPs to Choose Sides: Enterprise Loyalty or SMB Exodus This is the Business of Tech.    Supported by: https://www.huntress.com/mspradio/https://getflexpoint.com/msp-radio/ 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

HSBC upgraded Broadcom (AVGO) to a buy from a hold rating. Diane King Hall discusses the analyst call that AVGO's custom chips revenue will beat market expectations. Shares of Broadcom touched new all-time highs following the HSBC upgrade. Diane adds that Street chatter has led some to add AVGO to the "Mag 7" group, and says that hyperscaler growth would also be a catalyst for Broadcom.======== 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

Corporate AI Overhauls and Controversies: From VMware Pricing to Musk's AI Chatbot In this episode of Hashtag Trending, host Jim Love covers several trending topics in the tech world. Broadcom's executives address customer outrage over VMware's pricing changes, arguing that the cost increases are due to customers not using software bundles correctly. Meanwhile, Intel outsources its marketing operations to Accenture, leveraging AI to cut costs, potentially leading to significant layoffs by July 11th under new CEO Lib-Bu Tan. Elon Musk criticizes his AI chatbot Grok for its analysis on political violence, suggesting that it leans too much towards legacy media narratives. Musk vows to fix the chatbot, aiming to align it more closely with his own views. The episode highlights broader implications for enterprise costs, the potential of AI in marketing, and the growing conversation around AI's role in shaping political narratives. 00:00 Introduction and Headlines 00:25 VMware's Controversial Pricing Changes 03:46 Intel's AI-Powered Marketing Overhaul 07:32 Elon Musk vs. His Own AI Chatbot 10:12 Conclusion and Call to Action

VMware Cloud Foundation 9.0 was recently launched, and that means vSAN 9.0 is also available. There's many new features introduced in 9.0, so a perfect time to ask Pete Koehler to join the podcast once again and go over some of these key enhancements. Below you can find the links we discussed during the episode!Blog - Network Traffic SeparationBlog - vSAN ESA DedupeBlog - Stretched Topologies in VCF 9Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, VMware by Broadcom, or SAP.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über das Comeback des Nullzins, Europas Antwort auf Starlink und die wachsende Sorge um die Warren-Buffett-Prämie. Außerdem geht es um Richemont, Swatch, Eutelsat, Pernod Ricard, Apple, Microsoft, Nvidia, Alphabet, $TRUMP, Broadcom, Berkshire Hathaway, Mastercard, Visa, PayPal, Circle, Coinbase, Robinhood, VanEck Blockchain Innovators ETF (WKN: A2QQ8F), Global X FinTech ETF (WKN: A2QPBZ), BIT Global Fintech Leaders (WKN: A2QJLA), Amazon, Walmart, Shopify, Global Payments, Western Union, Adyen und Remitly. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Welcome to the first episode of the Virtually Speaking Podcast's VMware Cloud Foundation 9 series! In this inaugural installment, hosts Pete Flecha and John Nicholson sit down with Paul Turner, Broadcom's  leader of VCF product management, to kick off an in-depth exploration of VMware Cloud Foundation 9. This series will dive deep into the platform's latest innovations, capabilities, and transformative potential for private cloud computing.    Key Highlights: The rise of private cloud and its cost-efficiency compared to public cloud services Sovereign cloud capabilities and regulatory compliance Innovations in GPU as a service Native support for VMs and Kubernetes in a single platform Advances in storage (vSAN) with enhanced performance and resilience Networking improvements with native VPC setup in vCenter VMware's partnerships with hyperscalers and 500+ cloud service providers Join us as we unpack the exciting developments in VCF 9 across multiple episodes.

Take a Network Break! We start with two critical vulnerabilities: one affecting cloud versions of Cisco ISE, and the other for HPE StoreOnce. In the news, Broadcom announces the Tomahawk 6 ASIC with 102.4Tbits of bandwidth, SentinelOne suffers a self-imposed network outage, and the Wireshark Foundation announces its first-ever professional certification for Wireshark. Cisco rebrands... Read more »

Take a Network Break! We start with two critical vulnerabilities: one affecting cloud versions of Cisco ISE, and the other for HPE StoreOnce. In the news, Broadcom announces the Tomahawk 6 ASIC with 102.4Tbits of bandwidth, SentinelOne suffers a self-imposed network outage, and the Wireshark Foundation announces its first-ever professional certification for Wireshark. Cisco rebrands... Read more »

Take a Network Break! We start with two critical vulnerabilities: one affecting cloud versions of Cisco ISE, and the other for HPE StoreOnce. In the news, Broadcom announces the Tomahawk 6 ASIC with 102.4Tbits of bandwidth, SentinelOne suffers a self-imposed network outage, and the Wireshark Foundation announces its first-ever professional certification for Wireshark. Cisco rebrands... Read more »

In this episode of the Trading Justice podcast, Matt Justice takes us on a powerful journey through economic history to reveal how we've become Addicted to Debt. From the roots of Keynesian economics to the evolution of today's financial system, Matt explores how policy choices and structural shifts have created an economy that disproportionately rewards the top while leaving others behind. This isn't about blaming parties or politicians—it's about putting the system itself on trial. What are the market consequences of this debt addiction? And more importantly, what are the potential solutions? Plus, in this week's Stock It or Drop It, Matt gives his sharp take on nearly a dozen popular stocks—including Amazon, Nvidia, Broadcom, DraftKings, and more—breaking down which ones are worth a place in your portfolio.

You can't maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, Lululemon, and Broadcom. - Elon Musk's feud with President Donald Trump and the impact on Tesla shareholders. - Docusign's turnaround story. (19:03) Stacey Vanek Smith, co-host of “Everybody's Business”, joins Ricky for a look at the tough job market facing college grads. Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon. Host: Ricky Mulvey Guests: David Meier, Jason Moser, Stacey Vanek Smith Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 5 things you need to know before the stock market opens today: it's jobs Friday, Circle's celebrating as a public company, Lululemon and Docusign shares are pressured, Broadcom likes AI, and celebrate - it's national donut day! Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

Carl Quintanilla, Jim Cramer and David Faber explored the escalating feud between President Trump and Elon Musk: Developments sent shares of Tesla down 14-percent on Thursday. The anchors also discussed the S&P 500 surpassing the 6,000 mark for the first time since February, fueled by a stronger-than-expected May jobs report. Also in focus: Microsoft's record run, day two for stablecoin issuer Circle after it soared 168-percent in its public debut, Broadcom earnings reaction, Lululemon tumbles, Trump blasts Fed Chair Powell again for not cutting interest rates.   Squawk on the Street Disclaimer

New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.  Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some.  Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.  Squawk on the Street Disclaimer

Cramer breaks down his concerns with this chipmaker's stock. 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/morningtake CNBC Investing Club Disclaimer

Dan and Guy preview upcoming earnings reports from the dollar stores (Dollar General and Dollar Tree) plus Broadcom. They also focus on Jamie Dimon's concerns about the bond market and economic policy impacts, including trade wars and their effect on the market. They conclude with a brief overview of expected market movements and implications of the upcoming May Jobs report. After the break; Dan Nathan and Guy Adami are joined by Sarah Levy, CEO of Betterment, to discuss the wealth management company's expansion and technological integration. Betterment, known for its retail investment and savings platform, advisor technology, and retirement services, manages $56 billion in assets with about a million customers. Sarah delves into the impact of automation and AI in the finance sector, focusing on enhancing efficiency while maintaining regulatory compliance. They also talk about Betterment's growth strategy, including recent acquisitions, and the company's commitment to democratizing financial advice. Sarah emphasizes the importance of long-term diversification, tax optimization, and financial literacy, aiming to serve a wider range of customers by offering sophisticated yet accessible financial solutions. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into which companies stand to benefit most from the explosive growth of artificial intelligence and the shifting tech landscape. The trio discusses the latest stock market trends, focusing on the performance of leading tech giants like Nvidia, Microsoft, and Apple, while highlighting why companies such as Broadcom and TSM are catching investors' eyes in the semiconductor sector.Ian shares his perspective on picking resilient investments that deliver returns regardless of macroeconomic headwinds, emphasizing the strength of core holdings, including Microsoft and Nvidia. The conversation expands to explore the possible impact of OpenAI going public sooner than expected, with insights into Microsoft's strategic partnership with OpenAI and what a potential renegotiation might mean for both parties.With real-time anecdotes about how users are shifting from Google Search to AI-powered chatbots like ChatGPT, the hosts explore how the dominance of traditional search is being challenged. They analyze the effects on Google's business model and the rise of new AI competitors like Anthropic, xAI, and Meta, noting the critical role of mobile apps and user experience.The clip also covers recent legal pressures facing Google, including lawsuits that threaten its deal with Apple, and how that could open doors for other AI search providers. Rashad and Troy talk about everyday applications for AI chatbots—from real-time research to graphic design done instantly on mobile.Finally, the hosts speculate on the future of OpenAI, its nonprofit status, and what a public offering could mean for Microsoft, investors, and the competitive landscape as a whole. Will the partnership hold, or will a shakeup trigger new winners in the AI race?Whether you're an investor, tech enthusiast, or just curious about the future of AI, this clip packs valuable insights and analysis on the companies and trends that matter most in today's dynamic market.*Timestamps:* 0:00 - Market trends and tech stocks update 0:50 - Resilient investments in AI: Microsoft, Nvidia, Apple 2:00 - Broadcom, TSM, and semiconductor ETFs 2:20 - Google's search decline and competition from ChatGPT 4:00 - The future of AI-powered search and chatbots 5:40 - OpenAI's direction and Microsoft partnership speculation*Stay informed and maximize your investment strategy with the latest Market Mondays insights! Don't forget to like, comment, and subscribe for more clips breaking down technology, finance, and entrepreneurship.*#MarketMondays #Investing #AIStocks #Nvidia #Microsoft #OpenAI #TechStocks #StockMarket #Apple #Semiconductors #ChatGPT #ArtificialIntelligence #Finance #Business #GrowthStocksOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy