Podcasts about broadcom

⏱️ 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.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

AI Insights: Anthropic's Settlement, Coding Realities, and Tesla's Robot Flop In this episode of #Trending, host Jim Love discusses the possibility of having a live studio audience for the popular AI Weekend Show, Project Synapse. Key stories include Anthropic's $1.5 billion copyright settlement over unauthorized use of authors' books to train AI, a poll showing senior developers often rely on AI-generated code, and Broadcom's admission of selling VMware shelfware. The episode also highlights the underwhelming demo of Tesla's Optimist robot and the debate over an AI-generated threatening voicemail involving an Ontario municipal counselor. 00:00 Introduction and Audience Invitation 00:22 Top News Stories 02:11 AI in Software Development 04:53 Broadcom's VMware Shelfware Issue 06:45 Tesla's Robot Servant Demo 09:10 AI-Generated Threat Voicemail 10:46 Conclusion and Audience Invitation Reminder

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

Ben and Jay unpack why Broadcom's “fourth customer” (~$10B) custom-ASIC win reset sentiment even after a modest beat/raise, and how that squares with hyperscalers second-sourcing away from NVIDIA in the near term. They frame the true battleground as networking—Ethernet's ubiquity vs. NVLink's tight integration—then differentiate GPUs' performance-per-watt advantages from custom ASIC cost calculus, arguing that “lumpiness” (program outcomes) is not “cyclicality” (inventory swings). They stress TAM realism: it's easy to total up CapEx, but the ROI numerator (revenue/profit) is still unknowable. Structurally, TSMC remains the default winner, with a plausible Intel Foundry financing path in the wings, while Google looks more likely to “sell capacity” for TPUs than chips. Net: GPUs keep the bulk of spend through 2030 even as select first-party silicon scales, and the market should judge claims against networking choices and workload fit—not headlines.

Citi cut its price target on Nvidia (NVDA) on the back of Broadcom's (AVGO) $10 billion A.I. chip deal announced last week. Jenny Horne says the cut is notable but points to strong fundamentals and a still-bullish A.I. narrative favoring Nvidia long-term. Applovin (APP) leapt higher to all-time highs after the company was among a group of stocks picked to join the S&P 500 (SPX). MarketAxess (MKTX), Caesars Entertainment (CZR), and Enphase Energy (ENPH) are the outgoing names leaving the SPX.======== 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

We just finished Explore in Las Vegas, and the various local Explore On Tour events are literally around the corner. I will most likely be in London, Frankfurt, and potentially Paris myself. It looks like Joe Baguley will also be at all of those events delivering the keynote! Why should you go? Well, listen to the episode to find out. We start out with a brief conversation with Joe, and then have Frank Denneman, Martin Hosken, and Lars Fiechtner joining to provide their insights!My call to action, if you are planning on attending, register as soon as possible, as London sold out fast, and so did the UK VMUG the day after!Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, or Google.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über drei US-Börsengewinner, den größten Cash Burner der Geschichte und was diese Woche sonst noch wichtig wird. Außerdem geht es um Porsche, GEA, Scout24, Sartorius, Delivery Hero, Hellofresh, Siemens Energy, AppLovin, Strategy, Robinhood Markets, Emcor Group, MarketAxess Holdings, Caesars Entertainment, Enphase Energy, Broadcom, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All Word (WKN: A2PKXG), Xtrackers MSCI World ex USA (WKN: DBX0VH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498), iShares S&P 500 Swap (WKN: A2QAJB), Amundi Stoxx Europe 600 (WKN: LYX0Q0), iShares Core MSCI EM IMI ETF (WKN: A111X9), Euwax Gold II (WKN: EWG2LD), 21Shares Crypto Basket Hodl 5 (WKN: A2TT3D) und Global X Defence Tech ETF (WKN: A40E7A). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, den ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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:   AI and Antitrust Developments: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.   Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.   Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.   Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.   Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.   Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements. 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.  

Wall Street managed to stay afloat as falling long-term interest rates offset signs of weakening consumer confidence, which weighed on labour market expectations. Technology stocks led the gains, with Broadcom rising on news of an AI partnership with OpenAI, while Robinhood surged 15% after being included in the S&P 500. In Europe, debt concerns deepened as crisis-prone France slipped further into fiscal trouble. Elsewhere, Argentine markets plunged after President Milei’s party lost ground to the Peronists, while gold prices hit new record highs amid rising political uncertainty. Back home, Aussie shares are expected to fall ahead of key confidence surveys, although the Aussie dollar strengthened on the back of a weaker US dollar. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Ein verhalten freundlicher Start in die Woche. Da die FED so oder so am 17. September die Zinsen senken wird, hat die Sorge vor möglicherweise heißen Erzeuger- und Verbraucherpreise am Mittwoch und Donnerstag nachgelassen. Weil AppLovin und Robinhood in den S&P 500 aufgenommen werden, sehen wir bei diesen Werten deutliche Kursgewinne. Außerdem werden Nutanix und TransUnion in den S&P Mid-Cap 400 Index aufgenommen. Die Citigroup bleibt bei NVIDIA zwar bei der Kaufempfehlung, senkt wegen des zunehmenden Wettbewerbs durch andere KI-Chiphersteller das Kursziel von $220 auf $210. Das Management von Broadcom hat letzte Woche signalisiert, dass ein vierter Großkunde gewonnen wurde. Medienberichten zur Folge handelt es sich um Open AI. Ein Podcast - featured by Handelsblatt. +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

El S&P 500 y el Nasdaq suben el lunes ante la esperanza de que la Reserva Federal pueda bajar pronto los tipos de interés en respuesta a los últimos datos de empleo que arrastraron a Wall Street en la sesión del viernes. Las apuestas a un recorte de 25 puntos básicos se sitúan ahora en el 88%, según la herramienta FedWatch de CME Group, mientras que algunos inversores también confían en un gran recorte de 50 puntos básicos, frente a la nula expectativa que existía antes de la publicación de los datos de empleo. Los valores tecnológicos, con su sectorial subiendo un 0,9%, encabezan las alzas del S&P 500 y el Nasdaq. Broadcom gana más de un 4%. Nvidia saca un 1,5%. Apple, de la que hablamos esta hora, se deja un 0,2%. Analizamos el mercado con Gisela Turazzini, de Blackbird.

The AI chip wars are heating up. With tech giants from Google to Meta designing their own custom silicon, Broadcom has just taken a bold step, announcing a $10 billion deal with OpenAI to co-develop next-generation AI accelerators. What could this mean for Nvidia’s dominance in the AI hardware space? And with high risks, long lead times, and questions over exclusivity, will this partnership deliver on its promise, or prove too ambitious? Join Dan Koh and Emaad Akhtar as they break down what this deal means for Broadcom, the semiconductor industry, and investors betting on the future of AI.See omnystudio.com/listener for privacy information.

Derek Moore and Shane Skinner talk about the rally in gold no one seems to care about and the gold oil ratio. Then, they go through the indicators used to determine recessions and note they don't seem that bad, although nonfarm payrolls did disappoint. But private sector jobs are growing while the government jobs are falling, so are fed cuts greenlit? Later, looking at S&P 500 net income margin percentage average per decade. Yup, they've been rising each decade.  Finally, looking at forward PE ratios against forward EPS and how some stocks like Broadcom got cheaper after last earnings. All this and much more!   Next companies that are likely to join the S&P 500 Index Employment rate and non-farm payrolls Government vs Private Sector jobs Gold Oil ratio and what it means at these levels The rally in Gold over the past couple of years Central Banks buying gold AVGO Broadcom earnings and forward PE ratio and forward EPS estimates Recession indicators S&P 500 Index net profit margins by decade (they are rising) Why margins may not revert to the mean Fed rate cut probabilities jump after employment report       Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

AI晶片之戰，博通半路殺出! 早在兩年前已經部署? 客製化晶片比通用晶片更加好? 博通CEO大放豪言! 三大優勢將擊潰Nvidia? 現在買入博通是財自機會嗎?

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

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

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

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  

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant Hill

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Does today's bleak jobs report seal the deal for a September rate cut and how should you position around it? We discuss with Bank of America's Savita Subramanian, Invesco's Brian Levitt and NB Private Wealth's Shannon Saccocia. Plus, we break down the big bounce in Broadcom with star analyst Stacy Rasgon and shareholder Bill Baruch. And we drill down on the drop in Lululemon with analyst Brian Nagel. 

US equity futures are firmer. Asia ended mostly higher, and European markets opened firmer. Focus is on the US August nonfarm payrolls report, expected to show another sub-100K print with unemployment rising to its highest since mid-2023; Softer labor market signals earlier in the week and dovish-leaning remarks from Fed Chair Powell have led markets to fully price in a September rate cut with another by year-end; President Trump signed an executive order implementing the US-Japan trade agreement, formally setting a 15% tariff that extends to autos and avoids tariff stacking. Japan pledged more rice imports and an annual agricultural purchase commitment alongside its $550B investment package.Companies Mentioned: Cadence Design Systems, Hexagon, Broadcom, OpenAI, Starbucks

Investors looking for signs of labor market softness to confirm imminent Fed rate cuts will be focused on the long-awaited nonfarm payrolls report Friday.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0925)

Chuck Zodda and Mike Armstrong discuss the current state of the housing market and what it means if the government declares a national housing emergency. Luke Kawa (Sherwood News) joins the show to chat about surging Broadcom. World meat prices reach new highs as consumers clamor for beef. Paul LaMonica (Barron's) stops by to talk about DraftKings and FanDuel's recent struggles.

John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I. giant. Ron Westfall adds that a growing accessible market for A.I. and growth prospects on the software end through VMware make it a "viable" candidate to join the Mag 7.======== 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

Broadcom shares surging 15% today after posting strong earnings and the reveal of a new mystery customer that has secured $10B in new orders. We did into who the customer could be and what it means for the broader AI trade.

Broadcom stocks soar on word of working on New AI Chip with OpenAI, The Die With Zero Rule, More on Pints and Portfolios with Rob Black and a Certified Financial Planner from EP Wealth Advisors on Saturday September 6th from 12 noon to 2pm in Pleasant HillSee omnystudio.com/listener for privacy information.

Stock market update for September 5, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

On today’s podcast: 1) President Trump teases new semiconductor tariffs at a White House dinner surrounded by tech titans. Mark Zuckerberg and Tim Cook joined other tech industry leaders in touting their pledges to boost spending in the US on artificial intelligence during a dinner hosted by President Trump. The president has secured billions in corporate commitments to drive construction of AI infrastructure, with companies including Meta and Apple announcing plans to invest in the US and avoid tariffs on imports. 2) Broadcom is helping OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia. The two firms plan to ship the first chips in that lineup starting next year, with OpenAI initially using the chip for its own internal purposes. 3) Traders brace for today’s US jobs report and signs of further labor weakening. Stocks in the premarket advanced as optimism built that Friday’s jobs report will set the stage for the Federal Reserve to resume cutting interest rates this month. Money markets are fully pricing in a Fed quarter-point cut this month and see at least two by year-end.See omnystudio.com/listener for privacy information.

US President Trump said he would be placing chip tariffs “very shortly,” which will be “fairly substantial”, but signalled Apple (AAPL) and others will be safe during his dinner with tech CEOs at the White House on Thursday, according to CNBC.US President Trump said they are going to get the war in Ukraine settled; US Defense Department said two Venezuelan military aircraft flew near a US Navy vessel in international waters.European bourses are mostly firmer but with trade tentative ahead of NFP; Broadcom +7% after strong results.USTs are incrementally firmer whilst USD dips awaiting US NFP; Gilts lead after Retail Sales.Crude was pressured but now flat pre-OPEC, Gold holds around USD 3,550/oz into the US jobs report.Looking ahead, US Jobs Report (Aug), Canadian Jobs Report (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Broadcom, Analysten-Aufwind für Heidelberg Materials und JPMorgans Deutschland-Angriff. Außerdem geht es um Siemens Energy, RWE, Commerzbank, ProSiebenSat.1, RTL, Micron Technology, Amazon, Opendoor Technologies, Alphabet, JPMorgan, BMW, E.on, EnBW, GE Vernova, Bitcoin, Solana, Ethereum, Teamviewer, Cancom, Salzgitter, Volkswagen, Mercedes-Benz, TUI, Aurubis, Puma, Novo Nordisk, Vonovia, Krones, Bell Food Group, Bucher Industries, Haier Smart Home, Baidu, iShares MSCI World Energy Sector (WKN: A2PHCF), Amundi Stoxx 600 Energy ESG ETF (WKN: LYX02P). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Ce vendredi x mois année, Liste INVITES et FONCTiON, se sont penchés sur les titres (....à lister... ), dans On achète ou on vend ? dans l'émission C'est Votre Argent présentée par Marc Fiorentino. C'est Votre Argent est à voir ou écouter le vendredi sur B

President Donald Trump organiseerde een etentje in het Witte Huis en alle techbaasjes van Silicon Valley kwamen opdagen. Het werd geheel volgens Trumpiaans recept één grote kleffe bedoening. Niet vanwege het eten, maar vanwege de grote bak slijm die de elite van Silicon Valley uitstortte over de oranje president. Maar echt veel indruk maakten alle complimenten niet. Trump kondigde importheffingen aan op chips voor bedrijven die hun productie niet naar de VS verplaatsen. Welke bedrijven daar het meest van profiteren en wat dat betekent voor jouw Nederlandse chipbedrijven, bespreken we deze aflevering. Maar er is meer chipnieuws. Chipbedrijf Broadcom kwam met cijfers, en zij zagen een flink gestegen omzet. Ze hebben er bovendien een flinke klant bijgekregen. Ze zeggen niet welke, maar volgens Bloomberg is het OpenAI. Grote vraag: waarom lukte het Nvidia niet om die opdracht te winnen? En waarom stijgt Broadcom dit jaar harder dan Nvidia? We hebben het ook nog over de Fed, want dat Trump de onafhankelijkheid van de Fed om zeep wil helpen, dat wisten we al. Maar het wordt nóg gekker: een econoom van het Witte Huis die een Fed-bestuurder vervangt, zegt nu dat hij ook nog zijn baan in het Witte Huis wil behouden. Stephen Miran werd gegrild in de Senaat om benoemd te worden voor vier maanden en gaat dan dus zowel in het Witte Huis als bij de Fed aan de slag. See omnystudio.com/listener for privacy information.

Amazon Kuper's Early Wins, Cohere's Bold Strategy & Tesco vs. Broadcom In this episode of #Trending, host Jim Love covers Amazon's early success with Project Kuiper, securing deals with JetBlue and the state of Wyoming before the satellite network is live. The Canadian AI company Cohere is highlighted for its contrarian approach and impressive valuation of nearly $7 billion. Tesco sues Broadcom over VMware license disputes, citing threats to its food supply chain. Lastly, Elon Musk teases that X.AI's upcoming Grok 5 model might qualify as Artificial General Intelligence, though skepticism remains high. The show wraps up with a reminder to share the podcast and support the show. 00:00 Introduction and Headlines 00:35 Amazon's Project Kuiper: High-Profile Wins Before Launch 01:55 Cohere's Contrarian Success in AI 04:02 Tesco vs. Broadcom: Legal Battle Over VMware Licenses 06:00 Elon Musk and the AGI Hype with Grok 5 07:38 Conclusion and Listener Engagement

En la primera hora de Capital Intereconomía repasamos las claves del día y la evolución de los mercados en Asia, Wall Street y Europa. En el primer análisis de la mañana, con Ignacio Vacchiano, country manager en Iberia de Leverage Shares, hablamos de bolsa, bonos y dólar con el foco puesto en el dato de empleo en EE.UU.. Además, Wall Street celebra el recorte de tipos de la Fed mientras crece la incógnita de quién ocupará el sillón de Powell. Otras noticias de mercado: EE.UU. encarga casi 2.000 misiles Patriot a Lockheed Martin por 8.420 millones, Broadcom se dispara en bolsa tras presentar previsiones, la firma de minería de Bitcoin de los hijos de Trump cae un 20%, y el oro se encamina a su mejor semana en 3 meses con previsiones de nuevas subidas. En la entrevista de la hora hablamos con María Canal, portavoz de la representación de la Comisión Europea en España, sobre las claves del acuerdo UE-Mercosur, finalmente firmado.

President Trump en First Lady Melania ontvingen gisteravond een select gezelschap van de grootste tech-CEO’s voor een exclusief diner in het Witte Huis. Aan tafel zaten onder meer Mark Zuckerberg (Meta), Tim Cook (Apple), Sundar Pichai (Google), Satya Nadella (Microsoft) en Sam Altman (OpenAI). Ook Bill Gates was aanwezig en zat opvallend naast Melania, die de avond mede organiseerde. Tijdens het diner kregen de CEO’s de kans hun plannen voor investeringen in de VS te presenteren. Trump prees de bedrijven om hun rol in de Amerikaanse economie en kondigde aan dat er “zeer substantiële” heffingen op import van chips aankomen voor bedrijven die niet in de VS produceren of investeren. Opvallend was de afwezigheid van Elon Musk, hij zou naar eigen zeggen wel uitgenodigd zijn maar niet kunnen en stuurde daarom een vertegenwoordiger. Musk was eerder erg hecht met Trump maar de twee hadden afgelopen maanden publiekelijk vooral ruzie op sociale media. Google-ceo Sundar Pichai werd door Trump nog aangesproken op de rechtszaak die een dag eerder beklonken was. Google werd daarin door de Amerikaanse overheid aangeklaagd om een illegale monopolie. De rechter besloot vooral in het voordeel van Google. Ook in deze Tech Update: OpenAI kondigt het OpenAI Jobs Platform aan, een AI-gedreven vacatureplatform dat vanaf midden 2026 moet concurreren met LinkedIn. Daarnaast werkt het bedrijf samen met Broadcom aan een speciale AI-chip voor intern gebruik. Die chip moet ook in 2026 in gebruik genomen worden. Zometeen in De Schaal van Hebben: VanMoof S6See omnystudio.com/listener for privacy information.

Today we run through equity markets trying to reset after the jump and retreat in global yields, possibly linked to the Trump tariff ruling as we await the Supreme Court ruling on tariffs as the next step. Elsewhere, Saxo Equity Strategist Ruben Dalfovo looks at the latest earnings reports yesterday, especially Figma and Salesforce, which both traded lower after their reports. He also previews what we should look for from Broadcom reporting after the close today and profiles precious metals mining companies (see link to article below). This and more, including some dark thoughts on history taking a dramatic step forward this week after China's Xi teamed up with Putin and Kim Jong Un at the Beijing parade. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Ruben's article on precious metals mining companies. 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

After a weak JOLTS reading, investors will be closely watching today's jobs data for signs of softness as rate cut expectations continue to rise.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-0925)

Matt Tuttle considers Broadcom (AVGO) a "must own" A.I. chip stock, alongside Nvidia (NVDA). He'll focus on the company's margins and VMware, believing they serve as indicators for Broadcom's future growth. That said, Matt is nervous when it comes to valuation, arguing that Broadcom "almost needs to have a cure for cancer" for the stock to push higher. Tom White offers a pair of example options trades for the chipmaker.======== 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

Broadcom (AVGO) earnings will be the marquee postmarket earnings report after Thursday's close. Tom White swings by to show the stock's run-up over the past year. He underlines the 50-day moving average being a significant indicator for AVGO shares and points to a widening gap in the 200-day moving average. Later, Tom composes an example trading strategy for Broadcom. He uses a call butterfly with a bullish stance.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Broadcom (AVGO) reports earnings after the closing bell on Thursday. After its stock more than doubled off April's lows, Marley Kayden talks about the valuation headwinds Broadcom faces. She notes the company's perception as a value stock that since turned into a growth stock thanks to A.I. The question investors now face: can Broadcom continue substantial growth momentum?======== 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

When it comes to the earnings front, Jed Ellerbroek will closely watch Broadcom's (AVGO) report after the close on Thursday. While A.I. hardware stocks continue to captivate investor interest, Jed still expects that "baton pass" of excitement to eventually reach software. He weighs how evolving technology can either hurt or help existing software companies but sees some benefitting greatly. Jed has ServiceNow (NOW) and Intuit (INTU) among his picks.======== 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