Podcasts about broadcom

⁠For this episode I decided to invite Johan van Amersfoort to discuss with us his experiences at NVIDIA GTC, Kubecon London, and of course the Dutch VMUG. Or should we say, the start of event season? Johan shared countless of updates and videos on LinkedIn, make sure to check those out while you are at it!Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, VMware by Broadcom, or SAP.

Nvidia en ASML trokken beurzen naar beneden. De eerste wordt aangepakt door de eigen regering en daardoor lopen ze miljarden mis. De aandeelhouders van ASML denken dat het bedrijf ook miljarden gaat mislopen. Door de handelsoorlog en door twijfelende klanten. Beide aandelen doken hard onderuit.Deze aflevering kijken we of die afstraffing van ASML en Nvidia terecht is. Nvidia kon tot nu toe redelijk ongeschonden door de handelsoorlog manoeuvreren, is dat voorbij? En hoe kunnen de directies van de bedrijven beleggers nog gerust stellen?Over die handelsoorlog gesproken. Die is op te lossen! China wil namelijk met de Verenigde Staten om de tafel. Maar daarvoor heeft het wel eerst een aantal eisen, waaronder een over de omgangsvormen. Ministers mogen Chinezen niet meer beledigen. Respect willen de Chinezen. Respect is er wél voor Heineken. Van de eigen aandeelhouders. Die vertrouwen het bedrijf volledig en verwachten dat het allemaal wel meevalt met al die onzekerheden.See omnystudio.com/listener for privacy information.

At Intel Vision 2025, CEO Lip-Bu Tan emphasized a customer-centric strategy, focusing on advancements in AI PCs, Gaudi 3 accelerators, and the 18A process node. He introduced the concept of “Physical AI,” highlighting Intel's commitment to integrating AI into hardware solutions across various sectors. Tan's leadership aims to position Intel at the forefront of AI-driven innovation by enhancing its product portfolio and foundry capabilities. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Cold Open0:45 - Welcome to the Tech Field Day News Rundown2:01 - Trump Shifts Stance on NVIDIA Chip Ban7:29 - Remember Windows 11 Recall? It's Back!11:31 - Solo.io Adds MCP Gateway to API Platform14:43 - Dell Launches PowerEdge Servers with Intel Xeon 6 Chips20:27 - Google Cloud Paving the Way for AI Transformation from Google Cloud Next26:32 - Intel to Sell off 51% of Altera Chip Business to Silver Lake31:08 - Embracing Physical AI at Intel Vision 202540:50 - The Weeks Ahead42:54 - Thanks for WatchingFollow our hosts ⁠⁠⁠Tom Hollingsworth⁠⁠⁠, ⁠⁠⁠Alastair Cooke⁠⁠⁠, and ⁠⁠⁠Stephen Foskett⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠on LinkedIn⁠⁠⁠, on ⁠⁠⁠X/Twitter⁠⁠⁠, on ⁠⁠⁠Bluesky⁠⁠⁠, and on ⁠⁠⁠Mastodon⁠⁠⁠. #TFDRundown, #cybersecurity, #AI, @TechFieldDay, @NetworkingNerd, @SFoskett, @Intel, @IntelBusiness, @Google, @Broadcom, @VMware, @Checkpoint, @TechstrongIT,

Discover how Public Sector organizations leverage VMware by Broadcom to unify & secure cloud infrastructure at scale. Listen to the VMware renewals podcast now.

Tom Hulme is a General Partner @ GV and leads GV's European investing. He has led rounds in Monzo, Nothing, GoCardless, Lemonade, Snyk and is widely considered one of the best investors in Europe.  Stan Boland is one of the most successful and respected entrepreneurs in the UK.  In 1999, he co-founded Element 14 which was acquired by Broadcom in 2000 for $640 million. Following this, Boland co-founded Icera Inc. in 2002, a fabless semiconductor company which he sold to Nvidia for $367 million.  In Today's Discussion We Cover: 04:26 Is The UK's Biggest Problem a Talent Problem 09:50 Why We Need to Flood the UK With Venture Capital 10:38 What Europe Can Learn from Stripe and the Collisons 15:21 How the UK Can Use Visas to Retain the Best Talent 16:46 Why the Government Needs to Put 10x More Cash Into Fund of Funds 24:32 Is the London Stock Exchange F****** and Does it Matter? 34:38 What The UK Can Learn From Sequoia and the Norwegian Sovereign Wealth Fund 40:42 What is a “National Goal for Wealth Creation” & How Do We Implement It? 48:10 What are the Most Broken Elements of the UK Tax Regime 52:11 Is It Stupid to Remove the Non-Dom Tax Status 53:15 Why is Now the Time to Be Bullish on China 01:00:19 Biggest Lessons from Working with Jensen Huang 01:08:04 Quick Fire Round: Insights and Predictions    

Jim and Jeff discuss why investors are circling this semiconductor 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 

This week's episode of TheChatGPTReport kicks off with a spotlight on Fcamiade, the creator of the week, who's sharing a clever method for crafting pro infographics using ChatGPT 4o and Canva, suggesting it's now easier than ever to whip up viral content. This naturally leads to a bigger question: is Midjourney, the go-to for many image creators, starting to feel a bit behind the curve? The seamless text integration in 4o and its convenient placement right within ChatGPT are definitely turning some heads, drawing comparisons to Grok's integrated experience. Even @DavidShapiro has voiced strong opinions on this, prompting a curiosity about what @DavidSHolz thinks.Beyond the creative tools, there's a flurry of activity in the broader AI world. Meta has just dropped its new Llama 4 models, boasting improvements in handling different types of data and longer context. Google is also making waves with its experimental Gemini 2.5 Pro, claiming it's their smartest yet, and they're playing with more personalized AI experiences. Amazon's got a new speech model called Nova Sonic that's aiming to understand the nuances in our voices, and they're experimenting with AI in retail, like a feature that finds products based on your interests and even one that lets you buy from other sites through the Amazon app (though it sounds a bit clunky). On the hardware front, Broadcom is rolling out new chips designed for the heavy demands of AI, and in the investment world, Perplexity AI has launched a fund for AI startups, while OpenAI is reportedly swimming in new funding. And for a bit of fun, @iruletheworldmo shared a tweet joking about Microsoft's Co-pilot being like a time machine to the past.@DavidSHolz@iruletheworldmo@DavidShapiro@fcamiade

Jim Cramer and Jeff Marks discuss the latest on the trade war. 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

Cramer says he's not ready to buy more of this semiconductor 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

Sara Awad from Tech Stock Pros returns to discuss market uncertainty, volatility, and the tech sector (1:00). Optimistic on Broadcom (3:00). Spotlight on CoreWeave IPO and its new category (6:20). Bearish on Tesla long-term (14:40). Updates on Nvidia and 3 semiconductor stocks (19:15).Show Notes:CoreWeave: Luck Won't Cut It - Reiterate SellTesla: A Nuanced Bull/Bear ConversationTrump says he won't pause U.S. tariffs but is willing to negotiate trade dealsRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

After Broadcom (AVGO) announced a $10B share buyback program, Rick Ducat looks at the tech company's long-term technical trends. Broadcom shares hit an all-time high in late 2024, but have pulled back significantly alongside the overall markets in 2025. Tom White puts together a bullish call diagonal options trade strategy in AVGO.======== 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

Stocks are on the march higher following 3 days of intense tariff-induced selling pressures. Tom White recaps the current market moves before turning his attention to Broadcom (AVGO) and AMD (AMD). Broadcom announced a new $10B share buyback program, while AMD catches a downgrade at KeyBanc.======== 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

Recently Broadcom announced that vSAN ESA support for SAP HANA was introduced. Erik Rieger is Broadcom's Principal SAP Global Technical Alliance Manager and Architect, and as such I invited him on the show to go over what this actually means, and why this is important for customers!For more details make sure to check:SAP note 3406060 – SAP HANA on VMware vSphere 8 and vSAN 8 for details.SAP HANA and VMware support pagesSAP HANA on HCI powered by vSANvSphere and SAP HANA best practicesDisclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, VMware by Broadcom, or SAP.

As investors react to this week's tariff-induced selling, George Tsilis looks at one of the biggest players in the A.I. semiconductor trade: Broadcom (AVGO). Noting its VMWare acquisition and connection to Apple (AAPL), George walks through Broadcom's business model before taking a look at its current technical setup.======== 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

Apple Patches Everything Apple released updates for all of its operating systems. Most were released on Monday with WatchOS patches released today on Tuesday. Two already exploited vulnerabilities, which were already patched in the latest iOS and macOS versions, are now patched for older operating systems as well. A total of 145 vulnerabilities were patched. https://isc.sans.edu/diary/Apple%20Patches%20Everything%3A%20March%2031st%202025%20Edition/31816 VMWare Workstation and Fusion update check broken VMWare s automatic update check in its Workstation and Fusion products is currently broken due to a redirect added as part of the Broadcom transition https://community.broadcom.com/vmware-cloud-foundation/question/certificate-error-is-occured-during-connecting-update-server NIM Postgres Vulnerability NIM Developers using prepared statements to send SQL queries to Postgres may expose themselves to a SQL injection vulnerability. NIM s Postgres library does not appear to use actual prepared statements; instead, it assembles the code and the user data as a string and passes them on to the database. This may lead to a SQL injection vulnerability https://blog.nns.ee/2025/03/28/nim-postgres-vulnerability/

During the keynote for Intel VIsion 2025, new CEO Lip-Bu Tan told the attendees about his vision for the return of Intel. He said that intel needs to attract engineering talent, fix the balance sheet issues, and look at manufacturing processes. One of the biggest ways to take care of those last two that was proposed was Intel spinning off non-core business units. He also asked customers to be "brutally honest" with the company going forward. He also reiterated his focus in going to be on engineering talent, either by hiring new engineers or encouraging former Intel employees to return. This and more on the Tech Field Day News Rundown. Time Stamps: 0:00 - Welcome to the Tech Field Day Rundown1:25 - Techstrong.IT Launches7:33 - Check Point Breached10:39 - Broadcom Raises Minimum VMware Core Count15:22 - Google Suggestions Change TLS Certificates19:48 - CoreWeave IPO Cools Down26:43 - Broadcom Debuts Networking Chips for AI Workloads31:06 - Lip-Bu Tan Lays Out Intel Recovery PlansFollow our hosts ⁠⁠Tom Hollingsworth⁠⁠, ⁠⁠Alastair Cooke⁠⁠, and ⁠⁠Stephen Foskett⁠⁠. Follow Tech Field Day ⁠⁠on LinkedIn⁠⁠, on ⁠⁠X/Twitter⁠⁠, on ⁠⁠Bluesky⁠⁠, and on ⁠⁠Mastodon⁠⁠. #TFDRundown, #cybersecurity, #AI, @TechFieldDay, @NetworkingNerd, @SFoskett, @Intel, @IntelBusiness, @Google, @Broadcom, @VMware, @Checkpoint, @TechstrongIT,

Forecast = Cloudy with a chance of cyber meatballs. ‍ We're not fooling around in this episode of Storm⚡️Watch! The show kicks off with some positive news about the Journal Times returning to full operations following a cyberattack. This is followed by important information for VMware users regarding Broadcom's significant licensing changes effective April 10, including an increase in minimum core requirements from 16 to 72 cores per command line and a new 20% penalty for late subscription renewals that will be applied retroactively. The crew then reviews results from their recent poll asking listeners which feature of encrypted messaging apps concerns them most, with options including data storage, unencrypted backups, metadata, and accidental adds. In our first segment, we discuss security concerns with the Unitree Go1 consumer-grade robot dog, specifically focusing on the recently disclosed Zhexi Oray Tunnel backdoor that has raised alarm in the security community. Next up, the team explores FamousSparrow and their SparrowDoor malware, examining the techniques and implications of this threat actor's operations. In light of recent event, the hosts provide comprehensive guidance on secure messaging practices, drawing from recent Washington Post and Wired articles. They emphasize that secure communication depends not just on the app but also on how you use it. Key recommendations include choosing contacts wisely, securing your devices by using personal rather than work equipment, setting messages to automatically delete, and selecting the right messaging apps with Signal being the top recommendation for its verifiable end-to-end encryption. They also warn about potential vulnerabilities in cross-platform messaging and advise caution with apps like Telegram. We quickly review Europol's 2025 report on the evolving landscape of organized crime, which now heavily intersects with cybercrime. Traditional criminal networks have transformed into technology-driven enterprises using AI, blockchain, and cryptocurrency to enhance their operations. The internet has become the primary theater for organized crime with data as the new currency of power. The report identifies seven key threat areas and calls for improved global financial security measures, noting that criminal asset confiscation remains stagnant at around 2%. Finally, we conclude with updates from our benevolent overlords, including Censys' reports on JunOS vulnerabilities and Kubernetes issues, VulnCheck's partnership with Filigran, runZero's approach to exposure management, and GreyNoise's observations on DrayTek router activity and Palo Alto Networks scanner activity that may indicate upcoming threats. Storm Watch Homepage >> Learn more about GreyNoise >>  

Drex covers a major security breach where Trump administration officials shared classified military operation details via Signal chat with an unauthorized reporter, Broadcom's release of critical security updates for VMware tools addressing high-severity vulnerabilities, and a dramatic HHS restructuring that eliminates 10,000 positions, reduces divisions from 28 to 15, and transfers key healthcare security offices including ASPR to CDC and realigns the Office of Civil Rights overseeing HIPAA compliance.Remember, Stay a Little Paranoid X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer

Open AI's Copyright Controversy, VMware's Legal Battle, and Renewable Energy Milestones In this episode, host Jim Love discusses three major news stories: Open AI is facing backlash for generating artwork in the style of Studio Ghibli despite claims against reproducing copyrighted material, raising ethical and legal questions. VMware has sued Siemens for alleged breaches of software license agreements, signaling stricter enforcements following Broadcom's acquisition of VMware. On a positive note, renewable energy made up 92.5% of global power capacity additions in 2024, showcasing significant progress but also highlighting the need for continued growth to meet climate goals. 00:00 Introduction and Headlines 00:23 OpenAI's Image Model Controversy 02:42 VMware vs. Siemens: License Dispute 04:09 Renewable Energy Milestones in 2024 05:50 Challenges and Future Goals for Renewables 06:58 Conclusion and Sign Off

In der Welt der großen Investoren gibt es die berühmten Namen wie Warren Buffett oder Bill Ackman. Sie ziehen großes Interesse auf sich, wenn sie ihre Portfolios öffentlich machen. Die US-Börsenaufsicht SEC fordert von ihnen, alle drei Monate ihre Positionen zu melden. Die 1.000 wichtigsten Fonds und deren Investments wurden jetzt analysiert - das Ergebnis? "Es sind natürlich die großen Tech-Werte dabei. In 43 Prozent der Portfolios war z.B. Microsoft drin. Aber es gibt noch einige andere Sektoren mit Visa, United Health oder Broadcom - die sind auch sehr gefragt", sagt Manuel Koch. Der Chefredakteur von Inside Wirtschaft weiter: "Apple ist dabei das ganz große Schwergewicht. Es fällt aber auch auf, dass Tesla in ganz vielen Portfolios nicht so präsent ist. Die Aktie scheint nicht mehr so viel Vertrauen zu genießen." Alle Details im Interview von Buchautorin und Finanzjournalistin Jessica Schwarzer an der Frankfurter Börse und auf https://inside-wirtschaft.de

Plus, potential levies weigh down tech stocks like Nvidia, Tesla and Broadcom. And Gamestop shares jump after bitcoin news. Ariana Aspuru hosts.  Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Market Mondays, we break down key developments in the market and answer top investor questions. We start by drafting a “starting 5” from stocks like Visa, Tesla, Boeing, FedEx, Lockheed, and more. We cover the daily habits every trader needs to stay competitive, and what the official end of the SEC vs. Ripple case means for XRP.We explore the next big tech trends set to shift consumer behavior and how businesses can prepare. We also discuss the potential Intel asset acquisition by TSMC and Broadcom, the long-term potential of $WM, and how to use Yen/USD movements to gain a trading edge. Plus, we share insights from visits to Nvidia and Meta, discuss China's propaganda influence, and evaluate $APLD, ARKK's potential comeback, and who might lead the data center race beyond Nvidia.#MarketMondays #StockMarket #Investing #Nvidia #CathieWood #Ripple #TSMC #Broadcom #YenUSD #Trading #DataCenters #Tesla #Visa #FedEx #ARKK #XRP #TechStocks #APLD #Cava #Meta #China #FinancialEducationInvest Fest Link: https://investfest.comOur 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

The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.Find out more about the Murray International Trust here.We start by exploring the trust's geographical weighting and why the Murray International Trust is underweight the United States.Martin provides insight into the trust's stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio's largest holdings.Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night. Hosted on Acast. See acast.com/privacy for more information.

Recently a new white paper was released on the topic of latency-sensitive workloads. I invited Mark Achtemichuck (X, LinkedIn) to the show to go over the various recommendations and best practices. Mark highlight many important configuration settings, and also recommends everyone to not only read the white paper, but also the vSphere 8 performance documentation. Also, his VMware Explore session comes highly recommended, make sure to watch it!Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom or VMware by Broadcom.

Anita Mehra, who retired in February as Microsoft's treasurer after a two-decade career at the company, joins NeuGroup founder and CEO Joseph Neu on the latest episode of NeuGroup's Strategic Finance Lab podcast.In the conversation, Ms. Mehra reflects on her journey, the role of treasury in driving business strategy and the importance of mentorship and inclusion. Before joining the corporate world, Ms. Mehra taught finance at the University of Wisconsin. In her first years in finance, she spent time at Lam Research and LSI Logic (now Broadcom), before joining Microsoft in 2005. Over the years, she played a key role in transforming treasury into a strategic function and advancing financial technology within the company.In the podcast, Ms. Mehra discusses how treasury's purpose has expanded beyond traditional risk management to actively supporting business growth. She also shares how technology—including AI—is changing finance and why human decision-making remains essential.

Justin Neal, a digital customer success expert with a long pedigree in operations, joins the show to break down the fundamentals of digital CS, the power of operational alignment, and how teams can drive impact with limited resources. He and Alex discuss starting small with automation, the key to a successful first 30 days in CS, and standout examples of digital excellence in action.Chapters:00:00 - Intro03:11 - From sales to digital CS mastery  05:00 - Startup vs. enterprise: learning the ropes  06:13 - Consulting, Broadcom, and new ventures  08:08 - Digital CS explained in simple terms  10:30 - Ops and digital: a powerful partnership  14:43 - Doing more with less in CS  19:39 - Start small: digital CS doesn't need perfection  21:05 - Nailing the first 30 days of CS  23:52 - Seeing digital excellence in the wild  Enjoy! I know I sure did…Justin's Linkedin: https://www.linkedin.com/in/justintneal/ Thank you to our sponsor, QueryPal!QueryPal is an incredible platform for support leaders who want to optimize their operations! Support the show+++++++++++++++++Like/Subscribe/Review:If you are getting value from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. Website:For more information about the show or to get in touch, visit DigitalCustomerSuccess.com. Buy Alex a Cup of Coffee:This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcspThank you for all of your support!The Digital Customer Success Podcast is hosted by Alex Turkovic

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Is Broadcom leading the AI semiconductor race? Chip Stock Investor Nick Rossolillo breaks down their latest earnings, why their stock is outperforming other chip stocks, and what their AI semiconductors and software mean for growth in 2025 and beyond. Get the key insights before NVIDIA (NVDA) GTC!Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Joel Hawthorne turns to the A.I. trade in today's Big 3 to explain the promise he sees despite recent pullbacks. He talks about Broadcom's (AVGO) cheaper price action, Palantir (PLTR) as a "hidden gem" and Arm Holdings (ARM) as a great play at a lower price. Rick Ducat dives into the technical trends in each company's chart.======== 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

Niantic officially sells to that Saudi-owned game developer. iRobot says it might not be alive in about 12 months time. Sam Altman believes he has an AI that can write believable fiction. Is the cavalry coming to save Intel? And why can't we create a true AI Einstein in a data center?Sponsors:Acorns.com/rideLinks:Pokémon Go developer Niantic to sell gaming business to Saudi group (The Verge)Saudi-owned Scopely buys Pokémon Go in $3.5bn gaming deal (FT)One-Time Amazon Takeover Target iRobot Warns Doubt on Future (Bloomberg)Google calls Gemma 3 the most powerful AI model you can run on one GPU (TheVerge)Sam Altman says OpenAI has trained a fiction writing AI model that's actually decent (SiliconAngle)Google changes Chrome extension policies following the Honey link scandal (TheVerge)Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters)Hugging Face's chief science officer worries AI is becoming ‘yes-men on servers' (TheVerge)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MRKT Matrix - Wednesday, March 12th Nasdaq pops 1% as major tech stocks rebound (CNBC) Goldman cuts S&P 500 2025 target becoming first major bank to blink during sell-off (CNBC) The S&P 500 could see 3% to 5% bounce from oversold levels, Piper Sandler says (CNBC) The $5 Trillion Stock Wipeout Is Rattling America's Big Spenders (Bloomberg) S&P 500's Slide Brings Huge Options Position Into Rare Focus (Bloomberg) Top CEOs mark down economic outlook (Axios) JPMorgan cuts Tesla price target, sees stock getting slashed in half (CNBC) Apple gets a price target cut from Morgan Stanley due to Siri update delay, U.S. tariffs (CNBC) TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (Reuters) OpenAI Wants Businesses to Build Their Own AI Agents (WSJ) Inside Google's Investment in the A.I. Start-Up Anthropic (NYTimes) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Ce mercredi 12 mars, Frédéric Simottel, journaliste BFM Business, Cédric Ingrand, directeur général de Heavyweight Studio, et Didier Sanz, journaliste spécialisé en informatique. Ils se sont penchés sur la proposition par TSMC d'une alliance stratégique à Nvidia, AMD et Broadcom pour évoquer la reprise de l'activité fonderie d'Intel, la possible taxation des géants américains par la France, et la poursuite en justice de Meta pour non-respect des droits d'auteur, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Jim and Jeff discuss why they're watching this semiconductor 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/morningtakeCNBC Investing Club Disclaimer

Take a Network Break! This week we’re joined by guest analyst Tom Hollingsworth of The Futurum Group. We start with red alerts from Broadcom on multiple vulnerabilities and an emergency patch from Cisco for its Webex platform. In tech news we discuss SolarWinds’ acquisition of Squadcast and how it fits into the SolarWinds portfolio, Aviatrix’s... Read more »

Take a Network Break! This week we’re joined by guest analyst Tom Hollingsworth of The Futurum Group. We start with red alerts from Broadcom on multiple vulnerabilities and an emergency patch from Cisco for its Webex platform. In tech news we discuss SolarWinds’ acquisition of Squadcast and how it fits into the SolarWinds portfolio, Aviatrix’s... Read more »

Take a Network Break! This week we’re joined by guest analyst Tom Hollingsworth of The Futurum Group. We start with red alerts from Broadcom on multiple vulnerabilities and an emergency patch from Cisco for its Webex platform. In tech news we discuss SolarWinds’ acquisition of Squadcast and how it fits into the SolarWinds portfolio, Aviatrix’s... Read more »

In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processors, and humorous observations about the latest innovations, including humanoid robots and AI avatars. Finally, they tease an upcoming discussion about Apple's modem technology and its implications for the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Marvell and Broadcom, analyzing the competitive dynamics in the semiconductor market. They delve into Marvell's challenges with customer relationships and market positioning, contrasting it with Broadcom's strategic advantages. The discussion also touches on the implications of Apple's product updates and the overall market sentiment regarding capital expenditures and technology investments.

Wrapping up a volatile week for stocks, Carl Quintanilla, Jim Cramer and David Faber explored market reaction to the February jobs report. The anchors also discussed what Treasury Secretary Scott Bessent told CNBC about a "detox period" for a market and economy he said are "hooked" on public spending. The AI trade: Broadcom shares jump on earnings and guidance in midst of a rough week for the chip sector. Also in focus: Costco slides and Gap soars on earnings, Tesla poised for an  "unlucky 7," bitcoin strategic reserve, Faber Report: Walgreens to go public. Squawk on the Street Disclaimer

Cramer says ‘pounce' on this beaten-down semiconductor 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

Andrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, and various earnings. 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

Broadcom addresses a few nasty zero-day vulnerabilities affecting its hypervisors, and Pison CEO John Croteau talks about how its wearables are improving the world of medicine.Starring Jason Howell and Huyen Tue Dao.Show notes can be found here.

Live at 2pm PT, the continued selling pressure has pushed most broad market indexes right into key demand zones—a make-or-break moment for traders. Will buyers step in, or are we looking at a deeper selloff? Plus, we'll break down Costco & Broadcom's latest market moves and what to expect from the upcoming White House Crypto Summit!

Rockefeller International's Ruchir Sharma on U.S. market weakness vs. international strength. Economist Claudia Sahm on jobless claims and the labor market, and analyst Dana Telsey on Costco and Gap earnings. Top analyst Stacy Rasgon breaks down Broadcom's strong quarter. 

Romanian Distillery Scanning for SMTP Credentials A particular attacker expanded the scope of their leaked credential file scans. In addition to the usual ".env" style files, it is not looking for specific SMTP related credential files. https://isc.sans.edu/diary/Romanian%20Distillery%20Scanning%20for%20SMTP%20Credentials/31736 Tool Updates: mac-robber.py This update of mac-robber.py fixes issues with symlinks. https://isc.sans.edu/diary/Tool%20update%3A%20mac-robber.py/31738 CVE-2025-1723 Account takeover vulnerability in ADSelfService Plus CVE-2025-1723 describes a vulnerability caused by session mishandling in ADSelfService Plus that could allow unauthorized access to user enrollment data when MFA was not enabled for ADSelfService Plus login. https://www.manageengine.com/products/self-service-password/advisory/CVE-2025-1723.html Android March Update Google released an update for Android addressing two already exploited vulnerabilities and several critical issues. https://source.android.com/docs/security/bulletin/2025-03-01 PayPal's no-code-checkout Abuse Attackers are using PayPal's no-code-checkout feature is being abused by scammers to host PayPal tech support scam pages right within the PayPal.com domain. https://www.malwarebytes.com/blog/scams/2025/02/paypals-no-code-checkout-abused-by-scammers Broadcom Fixes three VMWare VCenter Vulnerabilities https://github.com/vmware/vcf-security-and-compliance-guidelines/tree/main/security-advisories/vmsa-2025-0004

The rise of IT generalists is becoming increasingly significant as the industry grapples with a growing talent gap. A recent report by Auvik reveals that a staggering 78% of IT professionals feel that work-related stressors hinder their ability to improve their skills, with 60% experiencing burnout. As baby boomers retire at an accelerated pace, the workload is shifting to senior employees, intensifying stress and workload issues. The report highlights the necessity for IT professionals to possess a broad range of knowledge across various IT functions, emphasizing the integration of artificial intelligence and automation to alleviate these challenges.Managed service providers (MSPs) are facing heightened security demands, yet there are concerns about whether clients are allocating their budgets effectively. A series of market reports indicate that organizations are managing an average of 45 cybersecurity tools, which calls for a streamlined approach to security controls. The landscape of cybersecurity is evolving, with a notable shift towards generative AI and the need for comprehensive strategies for machine identity and access management. MSPs are encouraged to help clients prioritize security investments based on risk rather than simply increasing spending.Recent product announcements from companies like Scion AG, Huntress, and Cisco reflect the industry's response to these challenges. Scion AG has launched Scion Guard360, a cybersecurity solution aimed at small and medium-sized enterprises, while Huntress introduced a sensitive data mode to aid compliance with the Cybersecurity Maturity Model Certification. Cisco's Meraki for Government solution has achieved FedRAMP authorization, underscoring the importance of compliance in enhancing security for federal agencies. These developments highlight the trend towards automation and AI-driven solutions in the security sector.The backlash against Broadcom's acquisition of VMware is resulting in significant financial gains for competitors like Nutanix and Scale Computing. Nutanix reported a 16% revenue increase, driven by customers seeking alternatives to VMware, while Scale Computing experienced a remarkable 400% growth in enterprise demand. This shift in buying behavior indicates that organizations are actively looking for new solutions, presenting an opportunity for IT consultants to guide clients through the migration process. As the market evolves, understanding alternatives to VMware could provide a competitive advantage for service providers. Four things to know today00:00 IT Generalists on the Rise: Auvik Report Highlights Burnout, Skills Gaps, and AI's Role04:32 MSPs Face Rising Security Demand—But Are Clients Spending in the Right Places? 08:51 Huntress, Cisco, and Cyan AG Roll Out New Security Features—Here's Why It Matters11:14 Big Wins for Nutanix and Scale Computing as VMware Customers Make Their Move  Supported by:  https://syncromsp.com/  Event: : https://www.nerdiocon.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

CISA says it will continue monitoring Russian cyber threats. Broadcom patches zero-days that can lead to VM escape. Google patches 43 Bugs, including two sneaky zero-days. CISA flags vulnerabilities exploited in the wild. Palau's health ministry recovers from ransomware attack. Lost and found or lost and leaked? On this week's Threat Vector segment, David Moulton previews an episode with Hollie Hennessy on IoT cybersecurity risk mitigation and next week's special International Women's Day episode featuring trailblazing women from Palo Alto Networks sharing their cybersecurity journeys and leadership insights. And is that really you?  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Threat Vector Segment On our Threat Vector Segment, host David Moulton shares previews of two upcoming episodes. On this Thursday's episode, he speaks with Hollie Hennessy, Principal Analyst for IoT Cybersecurity at Omdia, to discuss how attackers exploit vulnerabilities in connected environments and the best approaches for risk mitigation. The next week On Thursday, March 13th, David shares four conversations with some of the trailblazing women at Palo Alto Networks in honor of International Women's Day and Women's History Month. They share their journeys into cybersecurity, discuss the challenges they faced and offer insights on leadership, innovation, and mentorship. Be sure to tune in for some inspiring stories. Don't miss the full episodes every Threat Vector Thursday, subscribe now to stay ahead. If you're in Austin, Texas for SXSW and want to meet up, email David at threatvector@Paloaltonetworks.com.  Selected Reading DHS says CISA won't stop looking at Russian cyber threats (CyberScoop) Did Trump Admin Order U.S. Cyber Command and CISA to Stand Down on Russia? (Zero Day) Broadcom Patches 3 VMware Zero-Days Exploited in the Wild (SecurityWeek) Google fixes Android zero-day exploited by Serbian authorities (Bleeping Computer)  Several flaws added to CISA known exploited vulnerabilities catalog (SC Media)  Palau health ministry on the mend after Qilin ransomware attack (The Record) Lost luggage data leak exposes nearly a million records (Cybernews) Lee Enterprises ransomware attack halts freelance and contractor payments (TechCrunch) TikTok Blasts Australia for YouTube Carveout in Social Media Ban (Bloomberg) Deepfake cyberattacks proliferated in 2024, iProov claims (The Register)   Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami, Liz Thomas, and Dan Nathan discuss recent market trends and geopolitical events. The conversation covers Friday's significant market movements, the impact of Zelenskyy's Oval Office meeting on market sell-offs, and volatility driven by geopolitical tensions, particularly between Russia and Ukraine. The discussion also addresses the role of tech stocks like Nvidia in market fluctuations, the outlook for semiconductor companies including Broadcom and Taiwan Semiconductor, and potential implications of trade and tariffs. The hosts analyze the likelihood of a U.S. debt crisis, inflation trends, and the Federal Reserve's stance. The upcoming jobs report and its potential market impact are also highlighted, along with the performance of major retailers like Costco and Target. The episode underscores the importance of staying informed in a volatile market landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

This week: The US is weakening ties with its biggest ally while embracing an old enemy. Felix Salmon, Emily Peck, and Elizabeth Spiers explain how the Trump administration's antagonization of Europe – and further alignment with Russia – could mean major economic blowback if it goes far enough. Then, rumor has it that Intel is looking to sell parts of its business off to foreign firms Broadcom and TSMC, possibly with Trump's blessing. The hosts explore the likelihood of the deal happening and the frankly confusing logic of it all. Finally, they discuss The Cut's deep dive into the brand Quince and what makes the “one stop dupe shop” so popular. Plus, another edition of Egg Watch 2025 featuring the Wall Street of Eggs. In the Slate Plus episode: Med spas are taking over America. Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: The US is weakening ties with its biggest ally while embracing an old enemy. Felix Salmon, Emily Peck, and Elizabeth Spiers explain how the Trump administration's antagonization of Europe – and further alignment with Russia – could mean major economic blowback if it goes far enough. Then, rumor has it that Intel is looking to sell parts of its business off to foreign firms Broadcom and TSMC, possibly with Trump's blessing. The hosts explore the likelihood of the deal happening and the frankly confusing logic of it all. Finally, they discuss The Cut's deep dive into the brand Quince and what makes the “one stop dupe shop” so popular. Plus, another edition of Egg Watch 2025 featuring the Wall Street of Eggs. In the Slate Plus episode: Med spas are taking over America. Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week: The US is weakening ties with its biggest ally while embracing an old enemy. Felix Salmon, Emily Peck, and Elizabeth Spiers explain how the Trump administration's antagonization of Europe – and further alignment with Russia – could mean major economic blowback if it goes far enough. Then, rumor has it that Intel is looking to sell parts of its business off to foreign firms Broadcom and TSMC, possibly with Trump's blessing. The hosts explore the likelihood of the deal happening and the frankly confusing logic of it all. Finally, they discuss The Cut's deep dive into the brand Quince and what makes the “one stop dupe shop” so popular. Plus, another edition of Egg Watch 2025 featuring the Wall Street of Eggs. In the Slate Plus episode: Med spas are taking over America. Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this clip from Market Mondays, Rashad Bilal, Ian Dunlap, and Troy Millings dive into the potential bottom for AMD and compare it to other tech giants like Nvidia, Broadcom, and TSM. Are we seeing the beginning of a major rebound for AMD, or is there more volatility ahead? [00:00:00] Rashad Bilal kicks off the discussion by asking Ian Dunlap if the bottom is in for AMD. Ian shares his perspective, highlighting that while he appreciates AMD, other companies like Nvidia, Broadcom, and TSM are currently ahead.[00:00:42] Ian and Rashad exchange insights about the significant separation in value and performance between AMD and its competitors.[00:01:18] The conversation shifts to discussing Palantir and its impressive turnaround, drawing parallels with other companies like Zillow and Uber. Ian emphasizes Palantir's innovation in the market despite facing initial backlash.[00:02:42] Rashad shares his optimistic view on AMD, noting that its recent pullback might indicate that it has reached its bottom.[00:02:58] Troy Millings discusses Robin Hood's recent innovations and its appeal to beginner investors. He recalls their experience at a conference where they got an inside look at Robin Hood's efforts to attract more customers through features like 24-hour trading and an improved desktop interface.[00:03:52] Ian comments on the remarkable performance of pharmaceutical company Hims, stressing the importance of keeping an eye on such emerging companies.[00:05:04] Rashad and Ian wrap up by comparing pharmaceutical giants like Novo and Lily to Hims, discussing the potential long-term plays in the pharmaceutical market.Join us for this insightful discussion as we analyze market trends, emerging stocks, and long-term investment strategies. Drop your thoughts in the comments and let us know if you think AMD has hit its bottom!*Hashtags:*#MarketMondays #AMD #Investing #StockMarket #Nvidia #Broadcom #TSM #Palantir #RobinHood #PharmaceuticalStocks #Finance #InvestmentStrategies #AMDStock #TechStocks #LongTermInvesting #MarketAnalysis #StockClub*Timestamps:*00:00:00 AMD Bottom Inquiry00:00:42 Value and Performance Separation00:01:18 Palantir Discussion00:02:42 Optimism for AMD00:02:58 Robin Hood Innovations00:03:52 Performance of Hims00:05:04 Pharmaceutical Market ComparisonMake sure to like, subscribe, and hit the notification bell so you never miss out on our latest updates and market insights! Thank you for tuning in to Market Mondays.Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy