Podcast appearances and mentions of Cadence Design Systems

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über einen Rückschlag für Europas Rüstungsbranche, Berlusconi-Begehrlichkeiten bei ProSiebenSat.1 und einen Jahrhundert-Auftrag für Samsung. Außerdem geht es um Porsche AG, Volkswagen, Renk, Hensoldt, Rheinmetall, Thales, Saab, Amundi Stoxx Europe Defense ETF (WKN: ETF264), Infineon, Aixtron, Media for Europe, Eckert & Ziegler, Warner Bros. Discovery, AMD, Applied Materials, NXP Semiconductor, Marvell, Cadence Design Systems, Ether, Bitcoin, Solana, XRP, Chevron und ExxonMobil. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Hacemos balance de la macro, mientras miramos a Synopsys, Cadence Design Systems, Datagog, Tripadvisor y Robinhood. Con Rafael Ojeda, analista independiente.

Microsoft, Meta, General Motors, Cadence Design Systems, Honeywell, Rolls Royce, Melrose Industries, Solid State PLC, Computacenter,

This episode is sponsored by Cadence Design Systems. What happens when industry leaders refuse to accept the status quo in tech diversity? In this episode of Diverse, Nicole Johnson, global director of social impact & inclusion for Cadence Design Systems, and Dr. Judith Spitz, founder and CEO of Break Through Tech, discuss their groundbreaking partnership through the Fem.AI initiative. They share innovative strategies to address the three leakage points in the tech talent pipeline for women, including tackling the alarming statistic that 50% of women leave tech careers before the 12-year mark. Learn how they're reimagining the talent pipeline by connecting high-potential students from over 200 universities with industry opportunities and developing early career leadership programs to empower a new generation of tech leaders.

C'était l'une des surprises de la fin de l'année dernière. Pat Gelsinger, le boss du fondeur Intel, était mis sur la touche par les actionnaires de la société.Et jusqu'alors, nul ne savait qui allait prendre sa place. Et voici que la semaine dernière le géant des semi-conducteurs a nommé Lip-Bu Tan, 65 ans, au poste de directeur général.Penchons nous sur l'homme, et sa stratégie pour refaire partir la machine Intel.Alors qui est Lip-Bu Tan ?C'est un vétéran de l'industrie des semi-conducteurs, avec à son actif plus de deux décennies d'expérience.Il est connu pour la croissance sous sa direction des revenus et de la marge de la société de logiciel Cadence Design Systems. Mais il est aussi le fondateur d'une société de capital-risque. Son expertise repose donc sur le logiciel, et l'investissement. Bref, ce n'est pas un spécialiste des processeurs et de l'infrastructure informatique.Néanmoins, l'homme propose une rupture stratégique avec la direction précédente.Changement de cap stratégique pour IntelSous la direction de Pat Gelsinger, Intel avait développé une stratégie d'expansion de ses capacités de fabrication. L'idée était de concurrencer des géants comme le taïwanais TSMC en produisant des puces pour des tiers.Cependant, cette approche a rencontré des obstacles, notamment à cause de retards dans la technologie de fabrication. La conséquence a été une perte de parts de marché au profit de concurrents comme Nvidia. Et donc l'éviction de Pat Gelsinger.Lip-Bu Tan adopte lui une approche différente. Il envisage de recentrer Intel sur l'innovation produit et l'ingénierie, en mettant l'accent sur le développement de produits de pointe. De plus, il évalue la possibilité de séparer les divisions de conception et de fabrication de puces. Et cela marquerait un changement significatif par rapport à l'intégration verticale traditionnelle d'Intel.Lip-Bu Tan bien accueilli, pour l'instantC'est donc un pari risqué. Mais pour l'instant, le marché réagit plutôt bien.L'annonce de la nomination de Lip-Bu Tan a été bien accueillie, avec une augmentation de 15 % du cours de l'action Intel.Surtout, les analystes sont optimistes quant à sa capacité à redresser l'entreprise.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Na maanden zoeken is hij er: een nieuwe ceo! De doorgewinterde chipveteraan Lip-Bu Tan (65) moet Intel gaan redden. Beleggers zijn euforisch. Toch is het maar de vraag of met zijn komst de rust terugkeert. Eén ding leek namelijk zeker: Intel zou zich opsplitsen. Maar de komst van Tan kan dat voornemen in gevaar brengen. Net als Intel werd ook bouw-duo BAM en Heijmans jarenlang verafschuwd door beleggers. Beleggers vonden Nederlandse bouwers te risicovol, vanwege probleemprojecten en geblunder in het buitenland. Maar het herstel in ingezet! De aandelen behoren tot de hardste stijgers van het Damrak. En beide bedrijven promoveren binnenkort. Terecht? Of is de ellende nog lang niet voorbij? We staan ook stil bij Donald Trump's fascinatie voor sterke drank, de botte kettingzaag van Elon Musk en bij Volkswagen dat een oorlogsprofiteur blijkt.See omnystudio.com/listener for privacy information.

Na maanden zoeken is hij er: een nieuwe ceo! De doorgewinterde chipveteraan Lip-Bu Tan (65) moet Intel gaan redden. Beleggers zijn euforisch. Toch is het maar de vraag of met zijn komst de rust terugkeert. Eén ding leek namelijk zeker: Intel zou zich opsplitsen. Maar de komst van Tan kan dat voornemen in gevaar brengen. Net als Intel werd ook bouw-duo BAM en Heijmans jarenlang verafschuwd door beleggers. Beleggers vonden Nederlandse bouwers te risicovol, vanwege probleemprojecten en geblunder in het buitenland. Maar het herstel in ingezet! De aandelen behoren tot de hardste stijgers van het Damrak. En beide bedrijven promoveren binnenkort. Terecht? Of is de ellende nog lang niet voorbij? We staan ook stil bij Donald Trump's fascinatie voor sterke drank, de botte kettingzaag van Elon Musk en bij Volkswagen dat een oorlogsprofiteur blijkt.See omnystudio.com/listener for privacy information.

Mona Sabet is the co-author of Sail to Scale: Steering Startups Clear of Mistakes from Launch to Exit and currently serves as SVP, Strategy, Projects, and Operations at GCG. With a track record of driving growth and strategic transformations, she has held executive roles at VulcanForms, UserTesting, and Cadence Design Systems. At UserTesting, she played a pivotal role in securing $100M in funding, leading acquisitions, taking the company public, and negotiating its $1.3B sale to Thoma Bravo. Beyond her corporate leadership, Mona is a passionate advocate for women in tech, law, and policy, having co-founded ChIPsNetwork.org and leading HiPower, a community dedicated to empowering executive women shaping the future of technology.In this conversation, we discuss:The critical mistakes startups make at different growth stages—Mona shares insights from Sail to Scale on why companies struggle to scale and how to avoid common pitfalls.How founders should "fire themselves" to scale effectively—Why transitioning from founder to CEO requires a mindset shift, and the biggest mistakes leaders make in this process.The AI bubble: hype vs. reality—Mona explains why overfunding in AI-first companies mirrors past tech bubbles and what it means for the future of the industry.Why acquisitions should be a long-term strategy, not a last-minute decision—The importance of planning exits early and why companies that wait too long often fail to sell at the right valuation.The evolving landscape of M&A and IPOs—How companies can differentiate themselves in a crowded market of late-stage startups waiting for an exit.The unseen biases keeping women out of leadership—Mona's perspective on why brand bias impacts diversity in tech and what leaders can do to create real change.Resources:Subscribe to the AI & The Future of Work NewsletterConnect with Mona on LinkedIn AI fun fact articleOn How to how AI is changing the entertainment industry 

Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ EDA software is foundational to the chip industry. How can investors invest in EDA software in 2025? And what stocks are Chip Stock Investor betting on? Find out in this exclusive video! Safeguard 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

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Arm Holding (ARM) and Qualcomm (QCOM) are in the midst of a legal battle over Qualcomm's use of Arm licenses for design of the Snapdragon X Elite laptop chips. Meanwhile, software design leader Cadence Design Systems' (CDNS) stated that they are expanding their relationship with Arm. What does all this mean? Is Qualcomm in trouble? Is Arm being silly? And who ultimately wins from an investment perspective? Chip Stock Investor breaks down where these three companies fit within the semiconductor supply chain. Blog Post: https://chipstockinvestor.com/qualcomm-vs-apple-will-history-be-changed-as-two-new-chips-target-the-laptop-market-giants/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor

Did you know October is National Women in AI Month? Start by learning about opportunities for women in tech and AI on this episode of Six Five On the Road. Host Melody Brue is joined by Cadence Design Systems' Nicole Johnson, Global Director of Social Impact and President of the Cadence Giving Foundation, for a conversation on empowering women through technology and initiatives to integrate them into the AI workforce more efficiently. Their discussion covers: The vision and goals of Fem.AI The current landscape for women in AI and technology Strategies and programs Cadence Design Systems employs to support women in AI The impact of social impact initiatives on corporate culture and the wider community Future directions for Fem.AI and how individuals and organizations can get involved

Send us a textIn this engaging podcast, Shelly Morales, founder and CEO of Morales HR, takes us on an inspiring journey—from her early days working at her family's hot dog stand, “Sandy's Happy Hot Dogs,” in the Bay Area to holding influential HR leadership roles in top tech companies and ultimately establishing her own HR consulting firm. Shelly shares how grit and determination fueled her path from a receptionist manually tracking resumes to impactful HR leadership positions at companies like LinkedIn, Quantenna, Atlassian, and Cadence Design Systems. Reflecting on her growth from an HR generalist to a strategic business partner, she discusses how her dedication to connecting people with meaningful work, improving employee experiences, and advocating for flexible employment practices has shaped her career.A pivotal chapter of her career was at Atlassian, where she saw firsthand the power of technology in building connectivity and engagement within remote teams. Atlassian's early commitment to remote work, long before the COVID-19 pandemic, highlighted the essential role of tools like Confluence, Slack, and the now-retired HipChat in fostering team cohesion and a strong company culture across continents and time zones. These tools not only allowed dispersed teams to stay connected in real time but also encouraged personal storytelling that bridged physical distances. The onset of the pandemic accelerated the acceptance of remote work and highlighted how blending work and personal life could enhance productivity and work satisfaction, shifting companies' focus from rigid office hours to outcome-based performance and helping establish a more human-centered work culture.Through Morales HR, Shelly aims to create a supportive network for professionals seeking roles that align with today's flexible and dynamic work environments—from remote and fractional engagements to gig work opportunities. Her firm connects members across industries and roles, from CHROs and CFOs to customer support, without relying on traditional job postings.Kindness is at the heart of Morales HR's intake process, where prospective members engage in a personal interview to ensure alignment with the company's values. Shelly firmly believes that kindness and inclusivity are essential yet often overlooked qualities for creating a supportive workplace. By working with companies that value these principles, Morales HR builds relationships that uphold professionalism and empathy, benefiting both employees and employers.Shelly also highlights Morales HR's role in the expanding gig economy, a trend she has championed for years. While not all early predictions around the gig economy and digital currency came to fruition, Shelly notes that the demand for flexible, project-based roles has steadily grown. Shelly Morales's story is one of resilience and transformation. Her career represents the evolution of HR from administrative support to a people-centered, strategic practice that embraces flexibility, kindness, and the power of technology. Her mission is clear: to build connections between employees and employers that prioritize human connection, work-life balance, and mutual respect, setting a foundation for a thriving future in HR.Learn more about Shelly:Shelly's LinkedIn: https://www.linkedin.com/in/shellymorales/MoralesHR's webpage: https://moraleshr.com/

Charli has long time friend of the pod, John Brennen, on this week to have a chat the advancement of Industry. John Brennan is the Director of IIoT at A. W. Chesterton, the makers of the Chesterton Connect™ IIoT analytics platform optimized for rotary equipment. John has an extensive background in industrial sales and product marketing from several companies, the most prominent of which was MODICON, now Schneider Electric, where he spent many years selling PLC's and automation equipment. After success in sales at MODICON, he was promoted to product manager to develop and launch the Quantum Automation Series PLC, the most successful PLC from MODICON.  John previously worked with the development team of the Chesterton Connect, was a sales engineer for variable speed drives, sold and serviced industrial flow meters, and spent many years in business development and product marketing in the software business with Cadence Design Systems and The MathWorks.     Read up at EmpoweringPumps.com and stay tuned for more news about EPIC at the Colorado School of Mines Nov 12th and 13th.Find us @EmpoweringPumps on Facebook, LinkedIn,  Instagram and Twitter and using the hashtag #EmpoweringIndustryPodcast or via email podcast@empoweringpumps.com 

For this episode of the Data Center Frontier Show podcast, we welcome Mark Seymour, Distinguished Engineer with Cadence Design Systems, for a discussion of the big question on everyone's mind right now in this industry: data center power demand and where it's going in the context of rapid digitalization and exponential growth of HPC and AI computing needs, and how that compares and contrasts, or even conflicts, with increasing environmental concerns and regulations.  The conversation also highlights the importance of digital twins for managing data center efficiency and the advantages of liquid cooling technology, and particularly immersion cooling, as a sustainable alternative to traditional methods. In the course of our interview, Seymour also emphasizes the data center industry's responsiveness to societal demands for sustainability, citing initiatives such as ubiquitous tree planting by project developers, and the need to adapt to new technological challenges. Here's a timeline of the podcast's key moments: 2:59 - Seymour explains that AI is essentially high-performance computing, which is now required in many data centers that previously did not need it. 12:05 - Addressing the challenges and potential of immersion cooling technology: Emphasizing its growing acceptance, but also the need for confidence in its operation. 17:52 - Talk turns to the importance of digital twins in ultimately managing data center efficiency, with Seymour highlighting the necessity for understanding the interrelated behaviors of IT infrastructure and cooling systems. 24:18 - Discussion circles back to immersion cooling as a sustainable option for data centers, with Seymour expounding on its advantages over traditional cooling methods. 27:44 - Seymour elaborates on the improvements in compute efficiency per watt in modern systems, arguing that the data center industry is responding and adapting to societal demands, rather than being inherently unsustainable. 30:42 - Seymour acknowledges the industry's focus on sustainability and environmental impact, citing examples such Cadence's tree planting initiatives and the ongoing challenge of meeting new technological demands. Visit Data Center Frontier

James Chew, the global group director for aerospace and defense at Cadence Design Systems who also is the chair of the National Defense Industrial Association's Science and Engineering Technology Division, joins Defense & Aerospace Report Editor Vago Muradian to discuss how DoD can better harness commercial innovation for military needs, the key to greater agility, making tradeoffs to field systems at the speed of relevance at affordable cost, impact of microelectronics investment and where else the government needs to invest to bolster US industrial capacity, and whether efforts to throttle adversary nations like China can succeed.

Ben Rains explores where the stock market stands and dives into why the selloff offers long-term investors great opportunities to buy best-in-class tech stocks and artificial intelligence (AI) firms at big discounts. The episode looks specifically at Cadence Design Systems, Inc. (CDNS) and Vertiv Holdings Co (VRT) to see why the stocks might be worth buying down at least 20% as they find support near key moving averages.  (0:30) - Stock Market Update: Should You Buy The Dip? (4:30) - Is Now A Good Time To Buy Cadence Design Systems Stock? (8:45) - Should You Be Investing In Vertiv After The Recent Tech Sell-off? Podcast@Zacks.com

Instant analysis of Cadence Design Systems ($CDNS) Q2 earnings, as we hear from CEO Anirudh Devgan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cadence Design Systems #Earnings @Cadence Design Systems $CDNS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Laurin Meyer über neue China-Sorgen für deutsche Autobauer, bescheidene Renditen in der Luxus-Branche und den großen Aufstieg der Kleinen. Außerdem geht es um Micron Technology, Nvidia, Alphabet, Meta Platforms, AMD, Cadence Design Systems, Burberry, Hugo Boss, LVMH, Hermès, Kering, Gold, Forvia, Valeo, Bitcoin, Tesla, General Motors, Ford, Stellantis, Amundi MSCI Semiconductors ESG Screened (WKN: LYX018), Xtrackers Artificial Intelligence & Big Data (WKN: A2N6LC), iShares Core S&P 500 (WKN: A0YEDG), Xtrackers Stoxx Europe 600 (WKN: DBX1A7), Xtrackers EUR Overnight Rate Swap (WKN: DBX0AN), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), DWS Top Dividende (WKN: 984811), ARERO der Weltfonds (WKN: DWS0R4), der Fidelity Global Technology (WKN: 921800) und der Pictet Water (WKN: 933349) und Amundi US Curve steepening 2-10Y ETF (WKN: LYX00G). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Sramana Mitra is the founder and CEO of One Million by One Million (1Mby1M), the world's first and only global virtual incubator/accelerator. Its goal is to help a million entrepreneurs globally reach a million dollars in annual revenue, build a trillion dollars in global GDP, and create 10 million jobs.Since its founding in 2010, 1Mby1M has become a powerful platform for democratization of entrepreneurship acceleration.Sramana also developed 1Mby1M's Incubator-in-a-Box methodology for Corporate Incubation that is used by enterprises to manage internal and external innovation endeavors.In 2015, LinkedIn named Sramana one of their Top 10 Influencers alongside Bill Gates and Richard Branson.Sramana has been an entrepreneur and a strategy consultant in Silicon Valley since 1994. Her fields of experience span from hardcore technology disciplines like Artificial Intelligence, Cloud Computing and Semiconductors, to sophisticated consumer marketing industries including e-commerce, fashion and education.As an entrepreneur CEO, Sramana founded three companies: Dais (off-shore software services), Intarka (sales lead generation and qualification software using Artificial Intelligence algorithms; VC: NEA) and Uuma (online personalized store for selling clothes using Expert Systems software; VC: Redwood). Two of these were acquired, while the third received an acquisition offer from Ralph Lauren which the company did not accept.As strategy consultant, Sramana has consulted with over 80 companies, including public companies such as SAP, Cadence Design Systems, Webex, KLA-Tencor, Best Buy, MercadoLibre and Tessera among others. Her work has also included numerous startups and VCs.Sramana has a Masters degree in EECS from MIT and a Bachelors degree in Computer Science and Economics from Smith College.From 2000 to 2004, Sramana chaired the MIT Club of Northern California's entrepreneurship program in Silicon Valley.Learn more at www.1Mby1M.com

Schneider Electric and Bentley have confirmed ongoing discussions regarding a potential acquisition, marking a significant development in the water industry. With Bentley's market value estimated at approximately US$16 billion, the prospective deal would provide large ramifications across various industries where both companies operate. While both Schneider and Bentley are prominent players in the digital water realm, other companies including Cadence Design Systems and Siemens could be in the mix as well. In this episode, podcast host Reese Tisdale is joined by Bluefield's Senior Research Director Eric Bindler, and Digital Water Analyst Christine Ow, to explore the potential ripple effect of a Schneider-Bentley deal on the water industry: Enhancing Operational Efficiency: The convergence of Bentley and Schneider would facilitate the transition from design to operations, unlocking efficiencies throughout the value chain. Their combined expertise would offer a suite of products, bridging crucial gaps in the industry. Altering the Competitive Landscape: Schneider's diverse portfolio spans various sectors. The integration of Bentley would further strengthen their standing within the water industry, challenging established players. Navigating Integration Challenges: Beyond the strategic benefits, the acquisition presents integration complexities, including aligning customer bases and merging company cultures. If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: Modeling Software Players Weigh Growth Options Idrica Tapped to Integrate Xylem Digital Water Portfolio Oldcastle Cements Digital Water Strategy via Partnerships and M&A

Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (CDNS), one of the leaders in electronic design automation (EDA) used for semiconductors, computing systems, automobiles, and all sorts of electrical equipment in need of some automation. After a stellar run in the last year, shares have pulled back on “weak guidance.” Chip Stock Investor breaks it down, explaining why Cadence is doing more than just fine, and updating the valuation on the business. Stay tuned for more earnings coverage this week from bit tech companies!

Markets bounced back today after a rough week. Bespoke's Paul Hickey breaks down the market action. Earnings from SAP, Cleveland-Cliffs, Nucor and Cadence Design Systems. RBC analyst and Tesla bull Tom Narayan previews Tesla earnings and the stakes for the EV maker. Wes Edens, Brightline founder, on breaking ground for the Las Vegas to LA high-speed rail line. He also talks energy markets and the risk the market isn't properly accounting for. Former Commander of the United States Central Command, General Kenneth McKenzie, on the geopolitical risk in the world and foreign aid bills. 

Nvidia's new Blackwell GPU is HUGE, literally! If you're looking to be an Nvidia AI chip competitor, why not just make physically bigger chips? In this video, we explore the physics and economics behind AI chip design. We'll cover Nvidia's Blackwell packaging secrets, rival Cerebras Systems' wafer-scale chips, and the critical role of fab equipment makers in the race for AI system dominance.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das Dax-Mirakel, einen Schreck bei Logitech und den neuesten Aufreger über Elon Musk. Außerdem geht es um Hannover Rück, Rheinmetall, Tesla, Hertz, Apple, Alphabet (Google), Dell, Netapp, Cadence Design Systems, AMD, Intel, Douglas Holding, Ultra Beauty, Coty, L'Oréal, Shiseido, LVMH, Schott Pharma, Renk Group. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

There's a secret AI war brewing. In this episode of Chip Stock Investor's mini-series on Japan's revitalized semiconductor industry, we focus on integrated device manufacturer Renesas' efforts to bolster its position in the global chip market. Besides resurrecting closed factories and entering significant supply and collaboration deals, Renesas' acquisition spree aimed at expanding its capabilities in semiconductor design and AI inference – especially the recently announced purchase of Altium – are of particular interest. We also discuss the broader semiconductor manufacturing scene in Japan, how that shifts the dynamics in future AI training and inference chip demand, and the implications of electronic design automation (EDA) acquisitions for the future of AI technologies. Our video underscores the strategic consolidations in the EDA market, positioning Renesas as a key player in the impending AI inference expansion. Chapters: 00:00 Unveiling the Secret AI War and Japan's Semiconductor Surge 00:22 Deep Dive into Renesas: Japan's Semiconductor IDM 05:56 Renesas' Strategic Moves: Acquisitions and Market Expansion 09:59 The EDA Market Shake-Up: Renesas' Bold Strategy 14:56 AI's Next Frontier: Training, Inference, and the EDA Connection 21:24 Renesas' Acquisition Spree 24:05 Wrapping Up: Japan's Semiconductor Renaissance Videos referenced: Nick's discussion of Japan's dominance last year: https://youtu.be/HtaQWfYeIHk?si=Qr1baj2_vDpjS6x4 Asianometry video:https://youtu.be/Nk-lBok9_TU?si=Ov_F3mI6L-A4Ta_f On Wolfspeed: https://www.fool.com/investing/2023/07/13/wolfspeed-lands-renewable-energy-chip-deals-but-ar/ https://youtu.be/GMWSKEKWibY Synopsys to Acquire Ansys: https://www.youtube.com/watch?v=GLuq-CR5pd4 Cadence: https://www.youtube.com/watch?v=NJse8YwVRVU Keysight Technologies: https://www.fool.com/investing/2024/01/30/with-the-synopsys-mega-merger-on-the-horizon-does/

Joint venture partnerships can help your business grow faster and generate greater profit, but it's important to plan and carry them out carefully. Charles Byrd of Pure JV joins A.J. to discuss the strategies for fostering successful partnerships. Unlike the common trial-and-error approach that many entrepreneurs default to, Charles emphasizes the importance of a structured and systematic process for creating and managing joint ventures. He also shares his tips for maintaining a work-life balance, choosing the right partner, and measuring the success of these collaborations.About Charles Byrd:Charles Byrd is the Founder of Pure JV, which is an online training, product launch, and internet marketing company that is boosting results for niche markets. He's a joint venture expert, renowned speaker, and educator in the sphere of joint venture partnerships.As a Silicon Valley veteran and former director at a billion-dollar software company, Cadence Design Systems, Charles is commonly praised as "The Chaos Killer." After leaving his corporate role, he infused his project management skills into entrepreneurship, creating a successful online productivity course. He quickly mastered joint venture marketing for his course and developed a systematic process to strike 2-6 joint venture deals per week. Today, Charles uses his unique skill set to educate other entrepreneurs and corporations, helping them maximize their potential via strategic joint venture partnerships.Key Insights:Implement the right framework for success in joint venture partnerships. This helps avoid chaos and makes collaborations more fruitful. So, begin by mapping out your goals and building a structured process that captures every aspect of the cooperation. This will lead to increased productivity and ensure both sides benefit from the partnership. (04:25)Prioritize long-term relationships over short-term interactions. Investing your time in building trust and working towards mutual benefit with your partners will create a better foundation for growth than short-term initiatives. This will create more value over time for both sides and foster a growth-focused environment for joint venture partnerships. (12:11)Partner with those who serve your ideal clients. This cooperation enables you to present your value proposition to a pre-qualified audience and improves the potential for a successful partnership. (17:51)Align with partners who amplify your message. When both of you push the same message out into the world, it reaches more people, sounds more convincing, and helps your joint venture partnership be a big success. This alignment ultimately leads to stronger brand recognition and a wider customer base, driving substantial growth and profitability for both partners in the joint venture. (21:44)Balance personal life with business ambitions. Prioritize your personal life and aim to build your business around it if you want to be really fulfilled with your life/work balance. This means building systems that support your family life, well-being, and overall life satisfaction, such as remote work options, flexible hours, or delegating tasks, for instance. (29:45)Diversify your leads. This not only mitigates risk but allows you to tap into various pools of potential clients, increasing overall market reach and brand awareness. You can strengthen your current position this way but also futureproof your business. (33:39)Charles' best advice for entrepreneurs:“You build so much goodwill and rapport from building long-term relationships, you basically have an army of advocates all around. And that feels very good.” (05:40)Connect with Charles:LinkedInFacebookPersonal WebsiteResources Mentioned:Get Special Access to Charles' MastermindFollow Beyond 8 Figures:LinkedinTwitterWebsite

The first episode of our series "How PR is Promoting AI" features Chris Hook, Senior Group Director of Communications and Marketing at Cadence Design Systems. Chris describes how he tested the messaging for the launch of the first AI powered supercomputer for design. Chris also shares how communicators can effectively tell stories about AI being used in products and services.

On this week's episode of Drinks With The Deal, Ryan Stone, a corporate development professional at Cadence Design Systems, discusses how an early stint in the Marine Corps helped shape his career. 

Our big interview with Aurora Innovations CEO Chris Urmson ($AUR). Also Cadence Design Systems ($CDNS) still suffering from Covid? Cisco Systems ($CSCO) gave us a tell about a challenging quarter, and Coinbase ($COIN) benefiting from rising interest rates and stablecoin, but for how long?. https://linktr.ee/drilldownpod Futurum's The Drill Down with Cory Johnson offers a weekly look at the business stories behind stocks on the move.  It's business news for business people. Every episode of  The Drill Down offers a pithy look at the week's most important business stories and takes a good hard look at four public companies in the news. The Drill Down is a production of The Futurum Group, a leading global technology advisory, media and research firm. Futurum's media platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chip Stock Investors Nick and Kasey discuss Cadence Design Systems (CDNS) in today's video, the #2 player in the electronic design automation (EDA) oligopoly behind Synopsys (SNPS) and ahead of Siemens EDA (formerly Mentor Graphics). They talk about Cadence's impressive performance in 2023, which has steadily propelled the “top AI stock” to new heights. Cadence Design Systems has had a successful organic developer of new tech, and its collaborations (such as with Nvidia), and its impact on AI and accelerated computing systems, has put it in position for excellent growth prospects going forward. Its hardware division is also a good indicator of the overall semiconductor market, acting as a proxy for more good times to come. Watch this video to learn more about Cadence Design Systems, and how Chip Stock Investor is handling this investment in their own portfolio. Chapters 00:00 Introduction and Overview of Cadence Design Systems 01:54 Review of Cadence Design Systems' Recent Performance 04:41 Understanding Cadence's Business Model and Growth Strategy 09:00 The Role of AI in Cadence Design Systems' Future 13:45 Analyzing Cadence's Valuation and Future Prospects

Breaking earnings from Cadence Design Systems (CDNS), with a look at the business story behind these earnings. And we hear first hand from Anirudh Devgan, PhD as to why the COVID pandemic recovery is STILL a specter over Cadence results.  https://linktr.ee/drilldownpod The Drill Down Earnings with Futurum Group chief market strategist Cory Johnson offers a quick look at the important takeaways from technology company earnings. More than “beat” or “miss” – it's the business stories behind stocks on the move.  The Drill Down Earnings is a production of Six Five Media and Futurum Group, a leading global technology advisory, media and research firm. Six Five Media's platform spans across multiple OTT and VOD channels that have surpassed 9 million views and over 421 million digital and social media impressions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cadence Design Systems's Q4 2023 earnings call, unedited

It's official! Top semiconductor design software company Synopsys (SNPS) has announced its intent to acquire Ansys (ANSS), instantly making this one of the largest technology merger and acquisition deals ever. The rationale for the tie-up? Bringing AI and advanced software-powered applications to the world. In this episode of Chip Stock Investor, Nick and Kasey discuss details of the deal, why Synopsys and Ansys together makes sense, but particular risks investors need to be aware of in the coming years. They also compare Synopsys with their other semiconductor design software investment Cadence Design Systems (CDNS), and how they're handling these two stocks right now. Stay tuned for updates on Lam Research (LRCX), how to think about big tech using your work in AI training, and our Cybersecurity Industry Flow Chart! Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

From Struggle to Success: Jim Hunt Shares His Road to Self-Sufficiency(#9)Prepare to be captivated by the extraordinary tale of Jim Hunt, a man who defied conventional norms in pursuit of true contentment and fulfillment. In my captivating conversation with Jim, he unveils the pivotal moments that prompted him to reassess his priorities and embrace self-care as an essential component of holistic well-being. From grappling with migraines to rediscovering the joy of physical activity through an unexpected 5K run invitation, Jim's story is one marked by resilience and unwavering determination. As he candidly shares his struggles with fear, tension, and unexpected challenges, Jim imparts invaluable wisdom on harnessing gratitude and mindfulness as tools for navigating life's twists and turns.On this episode, We'll talk about:Jim Hunt's total health journey prioritized happiness and fulfillment as a fatherRealized life lacked fulfillment and joy in 2018, focusing on self-care and helping othersReintegrated activity through a running which he couldn't do before due to migrainesLife transition included career, marriage, and location changePrioritized physical activity, diet, and rest for self-carePromotes self-paced course Codependent to IndependentThe decision to leave everything due to dysfunctional life and COVID-19, faced challenges in marriage and financial stabilityEmphasizes gratitude and minimizing time spent strugglingSelf-care and meditation are crucial for managing tension and stressUsing fear as an advisor rather than letting it drive life decisionsAppreciation for openness and valuable lessons learned from the shared journeyThe views and opinions expressed on the “Life In Transition” podcast are solely those of the author and guests and should not be attributed to any other individual or entity. This podcast is an independent production of Life In Transition Podcast, and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2023Jim Hunt's BIOJim attended public high school, graduating with multiple scholarship choices.  He declined a football scholarship to the Colorado School of Mines & Technology in favor of an Air Force ROTC scholarship which took him to Carnegie Mellon University.  Jim studied Electrical Engineering there, graduating in 1994.  In his 24-year career that followed, almost all of Jim's Continuing Education classes covered soft skills like leadership, team-building, mentoring, and communication skills.After Jim left his tech career he underwent an intensive education program around human behavior, relationships, and mental health.  Today Jim is back in school, pursuing a master's of Social Work at the University of Kentucky, to become a licensed therapist.Professional LifeJim started in the automotive electronics and wiring sector but took the opportunity to reset back into the microchip side of the tech industry after a contract was terminated in Detroit.  In San Jose California, he began what would be a 21-year career with Cadence Design Systems, in the Hardware/Software verification space.  At cadence, Jim was consistently promoted and was running an international team with groups in San Jose, Boston, and New Delhi, when he decided to change his life.Life TransitionsJim reports feeling like much of his life has been in transition, but specifically mentioned a few of the more challenging or impactful transitions. When he found himself without a home as he began his Senior year of high school, was one of them.  The generosity of a kind family is why he did not end up homeless.  It turned out well for him, but that period of uncertainty was particularly difficult.  Another big transition is when he left his "adopted" living situation unexpectedly and had to find a place to live while working a full-time job and taking three classes, all preceding his final semester at CMU.  Jim weathered a lot of chaos in his personal and professional career in the 2000 - 2019 time period, ultimately leading to burnout and initiating major changes in his life.  In early 2019 he made the self-described "terrifying decision" to divorce his wife of 19 years, leave his career, and leave California.  This was the life transition he describes as requiring the most courage because it was intentional and self-driven.  Several smaller transitions since then lead to the present, as Jim embarks on a very different education and career path - another transition.   

Hosts Bryan Goldstein, President- Analog Devices Federal and Vice President Aerospace and Defense Group at Analog Devices, and Sean Darcy, Sr. Director Aerospace and Defense at Infineon talk with special guest, John Park, Product Management Group Director for IC packaging and cross-platform solutions at Cadence Design Systems, about the challenges of heterogeneous integration, how it compares to SoC and 3D packaging, and the future of this technology for the semiconductor industry. Visit Analog Devices A&D webpage for solutions to your design challenges.

It's our annual Thanksgiving special! We've got a look back at the year that's been, some things we've gotten right, some things we haven't, some tips for toys this holiday season and some things we're thankful for. (00:21) Bill Mann and Jason Moser discuss: - Why it doesn't feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they're thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at this year's dinner table – crypto and weight-loss drugs. (19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season. (32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino's. Catch a picture of the new Domino's delivery oven bike here. Stocks discussed: CDNS, CRSP, IOT, DPZ Host: Dylan Lewis Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Chip Stock Investor, Nick and Kasey review another stellar quarter from EDA (electronic design automation) software company Cadence Design Systems (CDNS). Some headlines have suggested the company is suffering from a weak semiconductor industry, but nothing could be further from the truth. Cadence and its EDA peers benefit from increased R&D as chip and computing system designs get more complex. Now Cadence is betting on a similar dynamic playing out among big pharmaceutical and biotech companies. Cadence is in the early stages of making its OpenEye Scientific acquisition (over the summer of 2022) a giant in computing power for drug discovery, development, and optimization. Similar trends in chip and AI could help propel this new market for Cadence higher as well. Finally, Nick and Kasey discuss valuation, and assumptions the market may have for Cadence stock. There's no denying shares trade for a very high premium, so they discuss how investors may choose to approach this top chip stock if they don't already own it. If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off

 The 10-year Treasury yield rose above 4.90% for the first time since 2007. WTI crude oil settled at $88.32 a barrel, up 1.9%, as oil and gas stocks outperformed. Decliners beat advancers on the NYSE by 5 to 1. Cadence Design Systems is retesting a prior buy area; Axon is in a buy zone, and Braze is showing strength as it forms a new base.

The 10-year Treasury yield reversed lower after hitting a high of 4.34%. Oil and gas, airline and solar stocks lagged. Airbnb halted a four-session win streak, but continues to hold above key support levels. Cadence Design Systems outperformed, but Ingersoll Rand flashed a sell signal.

Recognizing how data center liquid cooling technology has taken the spotlight this year, in this episode of the Data Center Frontier Show podcast, DCF Editor in Chief Matt Vincent sits down with Mark Fenton, Sr. Product Marketing Manager for Cadence Design Systems; and Mark Seymour, Distinguished Engineer with Cadence and co-founder and CEO of Future Facilities, Ltd., a company specializing in digital twin technology for data centers, whom Cadence acquired in July of 2022. The discussion unpacks some of the implications of the rise data center liquid cooling technology for data center designs in the era of AI, as proclaimed earlier this month in the pages of VentureBeat. Here's a timeline of points discussed on the podcast: 1:06 - Transitioning to the "AI Era" of Data Centers? 2:06 - The Cloud and AI Are Absolutely Symbiotic 3:40 - Liquid Cooling Customers: Traditional vs. Now 5:43 - The Beauty of Direct Liquid to Chip Technologies 7:07 - The Issue with Rack Retrofits 8:17 - Timing of Liquid Cooling Imperatives for Data Center Design 11:02 - Cost Considerations for Liquid Cooling: Is PUE a Bad Premise? 13:13 - How Data Center Design Tools are Accounting for Liquid Cooling Technologies 14:40 - Digital Twins for Air Cooled vs. Liquid Cooling Data Centers 16:30 - Liquid Cooling Doesn't Stop Inside the White Space 17:31 - How Liquid Cooling Improves Sustainability and ESG for Data Centers 18:46 - Liquid Cooling Can Potentially Produce Higher-Quality Waste Heat 20:18 - The Holistic Efficiencies of Data Center Liquid Cooling 22:29 - From Opportunities to Challenges 23:32 - Data Centers Love a Silver Bullet 25:34 - Evolution of Data Center Liquid Cooling Designs 26:21 - The Problem Is Power Densities are Rising 27:36 - Drawing Distinctions for Immersion Cooling 29:35 - Immersion Cooling Maintenance Questions Here are links to some recent DCF articles on data center liquid cooling technology: Investors Are Warming Up to Liquid Cooling Liquid Cooling Is In Your Future. Are You Ready? How to Get Started on Your Immersion Cooling Journey Direct Liquid Cooling - The Ultimate Guide for Data Centers Liquid Cooling: Going Beyond Water Four Factors to Consider When Selecting the Right Glycol-Based Fluid for Liquid Cooling Why Liquid Cooling is Critical for Your Data Center's Future

Cadence Design Systems, Inc., Q2 2023 Earnings Call, Jul 24, 2023

This year's conference brought Industry together with the Department of Defense Research, Engineering, Acquisition, and Sustainment communities to examine the investment priorities and challenges across the OSD, Components, Agencies and Combatant Commands, including top-level strategy updates from Component and COCOM S&T leadership. Special featured topics for this year will include the S&T needs of the HA/DR mission as well as success stories from the SBIR program. Join Dr. Arun Seraphin and James Chew, NDIA's S&ET Chair and Senior Global Group Director of Aerospace and Defense at Cadence Design Systems to learn more about what the conference's priorities were.

On this episode of Digital Marketing Master, Sarah interviews Amol Borkar, Senior Director of Product Marketing at Cadence Design Systems. Amol shares his insights on how to build products that meet customer needs and how to create brand awareness. He also encourages listeners to enjoy the small successes.

Professor Madry recounts the rapid integration of AI and Machine Learning into the US Economy and the fundamental impact it will have on our way of life. Every aspect of life - Business, Healthcare, Academia and Government will be profoundly transformed and adoption is already under way. --- Send in a voice message: https://podcasters.spotify.com/pod/show/james-herlihy/message

0:00 -- Intro.1:35 -- Start of interview.2:05 -- Penny's "origin story".3:38 -- Her experience as CEO of Simplex including its IPO (2001) and later sale (2002).6:32 -- Her experience as CEO of FirstRain.7:57 -- On her board journey. Public boards (past and present): Rambus, JDSU, Faurecia (France), Lumentum, Smart Global, Forvia, Embarck Trucks. Private tech software company boards: Delphix and Modern Health.9:17 -- On distinctions between private and public boards. "A private VC-backed board is much more of a heavy lift than a public board... it's very interesting and you may not get paid [because it's based on stock]."13:35-- On serving as an independent director in a private VC-backed company during the down-cycle. How VCs are reacting. "It's better to take a lower valuation from a high-quality strategic individual than it is to chase the highest valuation because a bad investor will hurt you faster than anything else."16:00 -- On serving as Chair of public companies. "The biggest difference [between Chair and other directors] is that as Chair, you are the last to speak. It's really important to know that the role of the Chair is [to seek] the high quality functioning of the board and the participation of all the directors, not to share your opinion." "Leadership by listening rather than by speaking."18:12 -- On the separation of Chair and CEO roles. "It's really important that you really do have an independent board."20:29 -- On dual-class stock and founder control. "The benefit of dual-class stock with the benefit of a good founder is clarity of the strategy [preventing distraction]." "But there is a trade-off."23:35 -- On the role of the board in strategy and innovation. "You have to create a culture to challenge at the board level."26:30 -- Her take on ESG and the anti-ESG backlash. "I'm very pro-ESG, particularly E." "You have to have courage to lead." 33:33 -- On geopolitics and tensions with China. "We need more of a balancing than a decoupling (which is naive and unhealthy)." "The US has a complete chokehold on China for semiconductor manufacturing." "The semiconductor equipment comes from the US and Holland, and the software to design chips comes from California (dominated by two companies: Synopsis and Cadence)."39:06 -- On the transition to EVs in the automotive industry.40:38 -- On the evolution of boardroom diversity. "The California laws (SB-826 and AB-979), whether constitutional or not, brought great momentum for more board diversity."42:59 -- On her experience serving on French (and EU) company boards (which have board diversity quotas and union representatives on the board).47:55 -- How the automotive industry will change through technology and innovation. 50:24 -- The books that have greatly influenced her life (in this case, these books re-wired her brain on European history): From the Holy Mountain, by William Dalrymple (1997)The Silk Roads, a New History of the World, by Peter Frankopan (2015)52:10 -- Her mentors, and what she learned from them. Harvey Jones, former CEO of Synopsis. "the power of the great strategy."53:40 -- On founders or CEOs transitioning to the Chair role of the board. "I think it really depends on the founder."56:00 --  Quotes she thinks of often or lives his life by: "Damn the torpedoes, full speed ahead." 56:30 --   An unusual habit or an absurd thing that he loves: She loves the city of Rome.57:13 -- On the differences between the US and the UK/EU from a professional and cultural perspective. "As a woman, I couldn't imagine working in Europe in the 1980s or 1990s, and having any kind of career." "California is the best employment environment in the world for women in tech." "But to your general question: I would like to work in California and live in Europe."58:22 --   The living person he most admires: her father.Penny Herscher serves on four public company boards: Lumentum, SGH (Smart Global), Embark Trucks and Forvia SA and two private company boards, Delphix and Modern Health. She was President & CEO of two technology companies, Simplex and FirstRain, over the last 25 years. She is an experienced technology CEO, based in Silicon Valley, who took her first company, Simplex Solutions, public and then sold it to Cadence Design Systems in 2002. She sold her second company, FirstRain, to Ignite Technologies in 2017. Prior to Simplex, Penny was a member of the executive leadership team at Synopsys, through the IPO, on the way to becoming the #1 EDA company.__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Karna Nisewaner is the General Counsel and Corporate Secretary at Cadence Design Systems, Inc. She is responsible for Cadence worldwide legal operations, covering matters such as corporate governance, corporate social responsibility, commercial transactions, employment, export compliance, government affairs, intellectual property, litigation, mergers and acquisitions, and stock administration. Prior to this role, she was Corporate Vice President and Deputy General Counsel at Cadence where she led many key functions in the legal department. Prior to joining Cadence in 2011, Nisewaner held in-house counsel roles at Intuit and IBM and was in private practice at Finnegan, Henderson, Farbow, Garrett, and Dunner, LLP focused on intellectual property. Nisewaner received her BSE in civil engineering and operations research from Princeton University and her Juris Doctor degree from UCLA Law School. How do you build great teams? Create a trusted environment. For Karna Nisewaner, trust is the foundation of her strong legal team and her relationships with fellow executives. Through trust, Karna was able to build her career at Cadence to reach the level of General Counsel. She thinks there are great lessons to be learned in how you create trust and how that makes you a great leader.

Welcome to the second of two podcasts on Technical Program Managers (TPMs) with Orna Berryman. Orna, my guest and expert on the topic, has worked at great companies, including Intel, One Workplace, Cadence Design Systems, Electronic Arts, NVIDIA, VMware, Google, and Facebook! She has experience in training, organizational development, development management, program management, release management, and of course management of technical program managers. I got to know Orna at VMware where she demonstrated incredibly strong leadership and management skills. I could not be happier to have Orna on the show!! This podcast focuses on how managers work with TPMs and some challenges that TPMs face and how they deal with them. I hope you enjoy!

Welcome to the first of two podcasts on Technical Program Managers (TPMs) with Orna Berryman. Orna, my guest and expert on the topic, has worked at great companies, including Intel, One Workplace, Cadence Design Systems, Electronic Arts, NVIDIA, VMware, Google, and Facebook! She has experience in training, organizational development, development management, program management, release management, and of course management of technical program managers. I got to know Orna at VMware where she demonstrated incredibly strong leadership and management skills. I could not be happier to have Orna on the show!! This podcast focuses on what TPMs do, how they interact with other teams, roles and responsibilities, and the key skills they need to have. I hope you enjoy!

The major averages had a volatile session as Wall Street tried to make sense of a hotter-than-expected inflation report. Former Fed Vice Chairman for Supervision Randal Quarles discusses the print and how it could impact the Fed's rate strategy. KeyCorp CEO Chris Gorman also talks inflation and gives his view on the state of the consumer and the lending market. The CEO of under-the-radar chips play Cadence Design Systems breaks down his company's quarter and the outlook for the sector. Plus why Palantir saw a huge pop, Zoetis's CEO on the avian flu, and why Bank of America thinks Nvidia could be a big winner in the AI wars.

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike's tough quarter. - Macro headwinds for Carmax. - Questions about Peloton's retail strategy. - Lululemon's new subscription service. - Signs that Cintas is focused on the long-term. - Amazon's data strategy and product announcements.   (19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that's created the most shareholder value in history. (37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target. Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA