Podcasts about Chips

Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and geopolitical power are built on a foundation of computer chips. This has only accelerated with the emergence of AI. Yet, the supply chain is incredibly concentrated with just a handful of countries and companies dominating. As with oil in the previous century, chips sit at the center of geopolitics, great-power rivalry and trade, especially between the US and China. How did chips become some crucial and their supply chains so concentrated and what does it mean for all our futures? Our guest is economic historian Chris Miller, author of Chip War - The Fight for the World's Most Critical Technology, the New York Times best seller. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Eden, Colin & Mayes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join the Mailbag LIVE on YouTube every Friday⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LeBron James is a Seven Tea Sixer. We talk Obsession and all of the places Eden will watch a horror movie. Flavor of the Year + When does afternoon become evening? Patreon Exclusive: All Free This Week COUNT THE DINGS MERCH STORE - Check it out here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/CTDMERCH⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you want to hear the full Mailbag, check out the Patreon! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join the Count The Dings Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for exclusive full, ad free episodes, extra Cinephobe content and more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/CountTheDings Learn more about your ad choices. Visit megaphone.fm/adchoices

Los futuros del Nasdaq lideraban las ganancias mientras los inversionistas volvían a apostar por fabricantes de chips, entre ellos Samsung y TSMC, tras la reciente liquidación; Canal de Panamá reduce cupos de reservas para buques; Petro busca anular elecciones presidenciales de Colombia; Tormenta tropical Bertha amenaza instalaciones en Golfo de México; y Gustavo Soto, periodista de Bloomberg News en Ciudad de México, habla de lo dulce y agraz tras el Mundial FIFA 2026.Daybreak América Latina, las noticias diarias de mercados del mundo y la región, de lunes a viernes.Morning Briefing en español: https://bloom.bg/3RHeOHJLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo Thomson y Paola Vega TorreSee omnystudio.com/listener for privacy information.

Take a Network Break! In this week’s episode our red alert highlights two critical vulnerabilities in RabbitMQ, and we dig into listener follow-up about data centers in space. This week’s news coverage considers Apple’s $30 billion spending pledge to Broadcom, TSCM promising another $100 billion to build even more chip fabs in the US, and... Read more »

Take a Network Break! In this week’s episode our red alert highlights two critical vulnerabilities in RabbitMQ, and we dig into listener follow-up about data centers in space. This week’s news coverage considers Apple’s $30 billion spending pledge to Broadcom, TSCM promising another $100 billion to build even more chip fabs in the US, and... Read more »

Take a Network Break! In this week’s episode our red alert highlights two critical vulnerabilities in RabbitMQ, and we dig into listener follow-up about data centers in space. This week’s news coverage considers Apple’s $30 billion spending pledge to Broadcom, TSCM promising another $100 billion to build even more chip fabs in the US, and... Read more »

Coming off a long weekend for the club’s only World Series championship team in more than a century, The Athletic’s Sahadev Sharma and Patrick Mooney empty some newsy items from their notebooks. Why did David Ross have no second thoughts about coming back to Wrigley Field after getting fired as manager? When will Theo Epstein’s competitive juices start flowing again? And how will Jed Hoyer pull off trades for pitching at the deadline? Listen for some prospect names to know and potential structures for deals.To get your new wireless plan for just 15 bucks a month, go to MintMobile.com/Territory. That’s it there’s no catch.

(0:00) About the Boardroom Governance Summit (Aug 26-27, 2026)  (1:17) Intro (2:45) About the podcast sponsor: The American College of Governance Counsel. (3:31) Start of interview.  (4:39) AI and Governance Today (5:34) Data Center Politics (reference to moratorium by New York State) (6:48) About the 3rd Rome Conference on AI, Ethics and Governance (9:06) AI Hype and Job Fears (14:45) Birth and focus of The Chairs Circle and Limerick Lane Cellars. (22:53) CEO Succession Lessons (30:58) Founders versus Boards (37:04) EVs and China's Rise (44:58) Semiconductors, Chips and Geopolitics (49:03) Boards in a Fractured World "[W]e now need to have engaged board members, board members who are curious, who read, who stay up to speed on things, who keep asking more questions. You cannot have directors who are just calling it in anymore." (53:31) Government as Shareholder Karen Francis DeGolia is a board member at Vontier, CelLink, and NAUTO. Penny Herscher is a board member at Lumentum, Penguin Solutions, Forvia SA, and Modern Health. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at 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

The chip market starts the week licking its wounds after a swift descent over the last few days. Earnings from Alphabet and Intel in a few days are the next major keystones. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.  Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CFRA Research's Sam Stovall says recent weakness in semiconductor stocks looks like healthy consolidation after a strong run, with the group still expected to lead technology earnings growth. He also highlights opportunities in financials and industrials while discussing the mixed performance across defense stocks.======== 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

Nutzt der Kanzler den Abgang von Jens Spahn als Chance zum Neustart? Und mit welchem Personal könnte der gelingen? Der Montag wird erste Hinweise geben.

Daily Snippet vom 20.07.2026 Kimi K3 aus China verschärft den Druck auf Nvidia und andere KI Aktien. Ist das der nächste DeepSeek Moment oder verkauft der Markt gerade die falschen Gewinner? Moonshot AI meldet 2,8 Billionen Gesamtparameter, bis zu eine Million Token Kontext und deutlich niedrigere API Preise als westliche Spitzenmodelle. Gleichzeitig war der Andrang so groß, dass neue Privatkundenabos pausiert wurden. In dieser Episode erfährst du: • warum Kimi K3 den KI Abverkauf verstärkte, aber nicht allein verursachte • was die aktuellen Benchmarks wirklich zeigen und wo der Hype beginnt • warum günstigere KI die Margen der Modellanbieter drücken und gleichzeitig den Bedarf an Chips, Speicher und Strom erhöhen kann • welche Entwicklungen langfristige Anleger jetzt beobachten sollten Meine CIO Einschätzung: Kimi K3 ist ein ernstes Signal für mehr Wettbewerb. Der pauschale Schluss, dass dadurch weniger Rechenleistung gebraucht wird, greift zu kurz. Welche konkreten Positionen und Einstiegsszenarien ich daraus ableite, zeige ich im Daily:

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Moritz Seyffarth über Chips im Bärenmarkt, Boeings neue Hoffnung und was in dieser Woche sonst noch wichtig wird. Außerdem geht es um Apple, Nvidia, Meta, Alphabet, Netflix, Uber, Delivery Hero, Intuitive Surgical, Microsoft, Amazon, Alibaba, Baidu, Cisco, Micron Technology, AMD, Broadcom, TSMC, Qualcomm, Intel, Arm, Leverage Shares 2x Micron Technology ETP Securities (WKN: A3GUFU), Leverage Shares -3x Short Semiconductors (WKN: A4A5UP) und Leverage Shares -3x Short SpaceX (WKN: A4AVLN). Das ist der Link zum Artikel von Daniel: https://www.welt.de/wirtschaft/plus6a59e8adc72232627649939a/etps-auf-einzelaktien-die-479-prozent-wette-auf-den-ki-boom.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. 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 könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En el podcast de hoy comentamos las fuertes caídas que estamos viendo en el sector semiconductores (chips) de estas semanas y tratamos de responder a la pregunta de si sigue siendo una oportunidad o no de inversión.Únete a la LISTA PRIORITARIA para recibir la oferta especial antes que nadie: https://mailchi.mp/169efb00ce45/9hu5acblgi

- Japan's 140MW 27,500 Rubin system, Physical AI - Regulatory action on chips, AI coming - China positions for global AI ecosystem - World AI Cooperation Organization [audio mp3="https://orionx.net/wp-content/uploads/2026/07/HPCNB_20260720.mp3"][/audio] The post HPC News Bytes – 20260720 appeared first on OrionX.net.

A $400 million chip-backed loan points to the next wave of AI infrastructure deals. Also, BP Ventures is shutting down, ending a nearly 20 year run that was marked by reportedly lackluster returns. And X will use Grok AI to better detect stolen content, redirect payouts to original creators, and crack down on engagement bait. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bloomberg reported that Jeff Bezos backed an AI startup focused on discovering new materials for chipmaking, with no company name or deal terms disclosed. The report aligns with rising use of AI in materials research, including DeepMind's 2023 GNoME results and a Microsoft and Pacific Northwest National Laboratory effort that produced a battery electrolyte candidate in under nine months. Amazon Web Services' custom chips, including Graviton, Trainium, and Inferentia, underscore strategic interest in semiconductor performance and supply. The CHIPS and Science Act authorized $52.7 billion in incentives and R&D, with 2024 awards of up to $8.5 billion for Intel, $6.6 billion for TSMC, and $6.4 billion for Samsung. Materials vendors such as Applied Materials, Lam Research, Tokyo Electron, JSR, Tokyo Ohka Kogyo, EMD Electronics, Entegris, Shin Etsu, and SUMCO shape qualification paths. Startups face long validation cycles and can pursue joint development, milestone based licensing, and data partnerships to reach production.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Der Tech-Sektor startet freundlich in die neue Handelswoche. Trotz der erneuten Eskalation im Nahen Osten halten sich die Reaktionen an den Finanzmärkten bislang in Grenzen. Der Ölpreis war zwischenzeitlich auf über 91 US-Dollar gestiegen, hat einen Großteil der Gewinne inzwischen aber wieder abgegeben. Anleger setzen weiterhin darauf, dass die USA und Iran letztlich eine diplomatische Lösung anstreben und eine deutliche militärische Eskalation vermieden wird. Rückenwind kommt aus China: Staatliche Fonds haben nach den Kursverlusten der vergangenen Woche Aktien gekauft, gleichzeitig prüft Peking weitere Konjunkturmaßnahmen, nachdem das Wirtschaftswachstum im zweiten Quartal hinter den Zielen zurückblieb. Im Fokus bleibt außerdem das KI-Thema. Nach dem starken Kursrückgang vieler Halbleiterwerte sehen zahlreiche Investoren die Schwächephase als Kaufgelegenheit, da die Nachfrage nach Chips und KI-Infrastruktur trotz zunehmender Konkurrenz durch chinesische Open-Source-Modelle robust bleiben dürfte. Taiwan Semiconductor bekräftigt die Erwartung eines mehrjährigen Nachfragezyklus für KI-Chips, während Meta den Ausbau seiner KI-Infrastruktur weiter beschleunigt und Medienberichten zufolge kurz vor einem milliardenschweren Rechenzentrumsvertrag mit Anthropic steht. Bei den Quartalszahlen steht heute Domino's Pizza im Fokus. Das Unternehmen verfehlte zwar die Gewinnerwartungen leicht, sprach jedoch von einer deutlichen Beschleunigung des Bestellwachstums im zweiten Quartal. Im weiteren Wochenverlauf rücken dann die Zahlen von Alphabet, Tesla, IBM, Intel und SAP in den Mittelpunkt. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/WallStreet_Juni * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

O conflito EUA-Irã entra no nono dia com contatos de mediação via Qatar e Paquistão.

Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!

Der Tech-Sektor startet freundlich in die neue Handelswoche. Trotz der erneuten Eskalation im Nahen Osten halten sich die Reaktionen an den Finanzmärkten bislang in Grenzen. Der Ölpreis war zwischenzeitlich auf über 91 US-Dollar gestiegen, hat einen Großteil der Gewinne inzwischen aber wieder abgegeben. Anleger setzen weiterhin darauf, dass die USA und Iran letztlich eine diplomatische Lösung anstreben und eine deutliche militärische Eskalation vermieden wird. Rückenwind kommt aus China: Staatliche Fonds haben nach den Kursverlusten der vergangenen Woche Aktien gekauft, gleichzeitig prüft Peking weitere Konjunkturmaßnahmen, nachdem das Wirtschaftswachstum im zweiten Quartal hinter den Zielen zurückblieb. Im Fokus bleibt außerdem das KI-Thema. Nach dem starken Kursrückgang vieler Halbleiterwerte sehen zahlreiche Investoren die Schwächephase als Kaufgelegenheit, da die Nachfrage nach Chips und KI-Infrastruktur trotz zunehmender Konkurrenz durch chinesische Open-Source-Modelle robust bleiben dürfte. Taiwan Semiconductor bekräftigt die Erwartung eines mehrjährigen Nachfragezyklus für KI-Chips, während Meta den Ausbau seiner KI-Infrastruktur weiter beschleunigt und Medienberichten zufolge kurz vor einem milliardenschweren Rechenzentrumsvertrag mit Anthropic steht. Bei den Quartalszahlen steht heute Domino's Pizza im Fokus. Das Unternehmen verfehlte zwar die Gewinnerwartungen leicht, sprach jedoch von einer deutlichen Beschleunigung des Bestellwachstums im zweiten Quartal. Im weiteren Wochenverlauf rücken dann die Zahlen von Alphabet, Tesla, IBM, Intel und SAP in den Mittelpunkt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and crypo along the way. Share indexes tumbled around the world on Friday, despite strong results reported from the US banks on heavy trading, as heavyweight chip stocks plunged for a third … Continue reading "Brutal Markets Pivot On AI, Chips And Energy; Despite Earnings Hopes!"

The market is recalibrating after a powerful AI-driven rally. Ben Bajarin of Creative Strategies explains why semiconductor and hardware stocks are cooling off and whether the Magnificent Seven can continue to carry the market. Adam Crisafulli of Vital Knowledge makes the case that AI remains the defining investment theme despite the recent pullback. Ben Silverman of Propagate Content discusses the changing media landscape, Netflix's recent weakness and why live programming is becoming increasingly valuable. Our Eamon Javers reports on the close of the SEC's public comment period on proposed changes to quarterly reporting requirements. Jonathan Krinsky of BTIG explains why semiconductor charts have deteriorated while REITs are beginning to stand out on a technical basis. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Comece seu dia com todas as informações essenciais para a abertura da bolsa com o Morning Call da Genial! O time da Genial comenta sobre as bolsas asiáticas, europeias e o futuro do mercado americano, além da expectativa para os mercados de ações, câmbio e juros. O Morning Call da Genial é transmitido, de segunda a sexta, às 8h45. Ative as notificações do programa e acompanhe ao vivo!

No centro da liquidação está o escrutínio sobre se as centenas de bilhões de dólares investidos em infraestrutura de inteligência artificial gerarão retornos sustentáveis.

The evidence is becoming increasingly clear. Chy-nah has been involved in American elections. Some of their frauds had assistance and involve Chy-nah messing with our voter roles. It's all a left training ground for targeting elections. Where are the convincing masses now. Very few know this is all foreign funded. People were duped. Integrating strategies for neighborhood treason. Grey money comes in thru grants. People don't do their homework. The machines are foreign made. Chips, boards, modems and components. The off-the-shelf trap. The left plans for faster, leaner 501C3 activist groups. They refer to losing as election sabotage. When fraud is exposed it's called election denial. 500 thousand leftists recruited to swamp election observing. Deep organization and detailed instruction manuals assist their game plan. Ohio serves as an example. It's a long list of election night strategies. Technology is never secure. How to burn ballots right. Strategic fires in printing facilities justify suspicious moves.The fiscal hops and jumps that funding does. Our President is surrounded by money grubbers. People need to start stepping up. Nothing has been done about corrupt voting machines, so the midterms cannot be held. This is about our country's survival.

Plus: U.K.'s media watchdog is investigating TikTok over child-safety measures. And TSMC pledges to invest an additional $100 billion in the U.S. Pierre Bienaimé hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailSummer Vibes & Strip SpotsCamp Palms: The ultimate adult-only summer hangout is happening right now at Palms Casino Resort! Catch the camp-themed poolside fun before it packs up on July 31st.Palms Retail Find: Next to check-in, check out the Palms Store. They are fully stocked with high-quality sports gear—everything from UNLV, Dodgers, A's, and Raiders apparel. It's a little on the pricey side, but the quality of the hats, shirts, and hoodies is top-tier if you're looking for great Vegas fan gear.Moving Around TownVegas Loop Airport Expansion: The Loop is heading to the airport! We are going to test it out firsthand very soon and report back on how it handles the trek.Rideshare Reality: With Uber and Taxi prices continuing to tick upward, alternative transit options like the Loop are quickly becoming a must-watch.Big Venue Updates & RefreshesSkyfall Panoramic Bar & Lounge (W Las Vegas): One of the best views of the Strip is getting a makeover. Skyfall will temporarily close from July 20th through October 4th for a complete, contemporary redesign to align closer with the global W Hotels look. Mark your calendars for an early October return! Miss Loretta's Coming to Resorts World: A brand new country soul destination is opening this fall. Details are being kept under tight wraps by "Miss Loretta" herself, but expect handcrafted cocktails, dancing, plenty of rhinestones, and plenty of late-night energy.Big Headliners & Ticket DropsRicky Martin at Fontainebleau: Tickets are officially on sale! Catch the superstar live at the BleauLive Theater inside Fontainebleau Las Vegas on Friday, Oct. 30 and Saturday, Oct. 31 at 8:00 PM.Backstreet Boys Headline Official F1 Afterparty: Formula 1 weekend just got a major pop twist. Vibee announced the Backstreet Boys will headline the official post-race show at Sphere on November 21st. Note: Tickets are exclusively available to Formula 1 Heineken Las Vegas Grand Prix ticket holders or via Vibee experience packages.Neighborhood Spotlight: The Crown & Anchor Address is Back!The beloved former Crown & Anchor space at 1350 E. Tropicana Ave. has officially evolved into The Irish Spot. Managed by Kelcie Alder, the neighborhood venue keeps its strong local sports identity (including European football, hurling, and Gaelic football) with a fresh, community-focused Irish pub vibe.On the Menu: High-quality comfort food under $20, including Beer-Battered Fish & Chips ($19) and traditional Bangers & Mash ($16).Entertainment & Celebrity NewsNBA Summer League: Vegas is absolutely packed this week with basketball elite. Keep your eyes peeled—player sightings are happening all over the valley.Emmy Love for Vegas Filmed Shows: Big shoutout to the television productions filmed right here in Las Vegas pulling in major Emmy nominations, including Hacks, Margo's Got Money Troubles, and Pluburis!

Today brings earnings from chip foundry giant TSM and Netflix, while data includes retail sales and jobless claims. Chips continue to whipsaw, but stocks are up so far this week. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0726) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC Business News Update with Jessica Ettinger - Markets & Business News With Expert Analysis From Top Business Names. Visit CNBC.com For More. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Daily Snippet vom 16.07.2026 ASML hat gestern zweistellig geschlagen, bei Umsatz und bei Gewinn. In einer normalen Phase wäre die Aktie 20 bis 25 Prozent gestiegen und hätte den ganzen Sektor mitgerissen. Stattdessen schloss sie nur knapp im Plus. Warum genau das zum Warnsignal für Chips, KI und Memory wurde, ordne ich im heutigen Snippet ein.

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron una jornada donde la política y la regulación pesaron tanto como los resultados corporativos. TSMC reportó ingresos por encima de lo esperado, con una utilidad neta en máximos históricos y una guía que eleva su expectativa de crecimiento por inteligencia artificial. También revisaron por qué Alibaba y Baidu subieron en Hong Kong tras la aprobación de Apple Intelligence en China. Explicaron el arancel del 25% a Brasil y cerraron con el reporte de ventas minoristas en Estados Unidos. 

A.M. Edition for July 15. WSJ reporter Eliot Brown details how the U.A.E.'s years-long lobbying efforts have finally paid off, after the Trump administration gave it a leg-up in the AI race, raising fresh questions about conflicts of interest. Plus, Senators look to give President Trump authority to impose tariffs on the five largest importers of Russian oil and gas. And Meta's AI-powered glasses are everywhere, alarming privacy advocates. Daniel Bach hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's the Best Chip Shape? WE GOT THIS. Support this show and unlock bonus content! Become a member at https://maximumfun.org/joinwgt

As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute. The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of frontier AI models, and the infrastructure constraints shaping the industry's next phase. They also discuss AI startups, export controls, robotics, enterprise software, and why simply copying NVIDIA isn't enough to build a winning AI hardware company. Whether you're building AI products, investing in infrastructure, or trying to understand where the industry is headed, this conversation offers a practical look at the forces shaping the future of compute.   Resources: Follow Dylan Patel on X: https://x.com/dylan522p Follow Erin Price-Wright on X: https://x.com/espricewright Follow Guido Appenzeller on X: https://x.com/appenz Learn more about SemiAnalysis: https://semianalysis.com/dylan-patel/ Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does it take to build resilient communities in an era of rapid economic change? In this episode of Develop This!, Dennis Fraise speaks with Ryan Silva, Executive Director of the New York State Economic Development Council, about the policies, partnerships, and strategies shaping economic growth across New York. Ryan shares insights on how data-driven decision-making is helping communities plan for the future, attract investment, and navigate increasingly complex economic challenges. From workforce development to infrastructure planning, the conversation highlights the importance of grounding strategy in reliable research and long-term thinking. A major focus is the impact of the CHIPS and semiconductor investments transforming regions across the country. Ryan discusses how large-scale projects create opportunities for growth while also requiring communities to think carefully about readiness, workforce capacity, and supporting infrastructure. The discussion also explores the balance between pursuing major economic wins and ensuring smaller communities have the tools and resources needed to thrive. Throughout the episode, Ryan emphasizes the importance of adaptability, collaboration, and continuous professional development in a rapidly evolving field. A key takeaway? Successful economic development is built on preparation, partnerships, and a willingness to embrace both opportunity and change. Key Takeaways Data and research are essential for effective economic development strategy Semiconductor investments are reshaping regional economies Community readiness is critical for attracting large-scale projects Workforce development and infrastructure remain top priorities Small communities can thrive through resilience and strategic planning Collaboration and adaptability drive long-term success Key Topics Covered Economic development policy and initiatives Data-driven planning and decision-making Impact of the CHIPS Act and semiconductor investments Workforce and infrastructure development Community readiness and regional growth Professional development in economic development Sound Bites "Finding a way to get to yes." "Building the plane while flying it." "Hope in small community resilience."

Send us Fan MailDonate to the GoFundMe for my feature-length film, The Cabin!The tasty history of Doritos. The historic Live Aid concert event. Sports teams that were rebranded as others.Episode 252 is chock full of GenX nostalgia to try to keep you cool in the July heat.It starts with one of the most historic music events ever. Live Aid was a one-day event featuring many legends of the day. Taking place in 1985 and on two separate continents, it raised money for famine relief while also creating some enduring musical memories.Six decades of snacking. We celebrate Doritos, which burst onto the scene in 1966. From simple toasted corn tortilla chips to more than 100 flavors worldwide, Doritos have been a staple of after school, sporting event gatherings, teenage parties, and more for most of many of our lives.Countless sports franchises have been in the same city for decades. Some have left their original cities but kept their name. For this Top 5, we are looking at teams that not only left their original city but also were rebranded. Growing up in New England, the Hartford Whalers hockey team was front and center on this list. Do you have any favorite rebranded sports teams?Survey says we have a brand-new This Week In History and Time Capsule, looking at the 50-year legacy of the game show Family Feud.To support me and the show, become a member on Patreon. Or you can support my work and Buy Me A Coffee!Helpful Links from this EpisodeBuy My New Book, In Their Footsteps!Searching For the Lady of the Dunes True Crime BookHooked By Kiwi - Etsy.comDJ Williams MusicKeeKee's Cape Cod KitchenMSFTS CommunityKingfisher Hotels Cape CodChristopher Setterlund.comCape Cod Living - Zazzle StoreSubscribe on YouTube!Initial Impressions 2.0 BlogCJSetterlundPhotos on EtsyListen to Episode 251 hereSupport the show

ASML heeft een extreem goed kwartaal achter de rug. De omzet steeg met 21 procent, de winst ging met 26 procent omhoog. Beide veel beter dan gedacht. Maar belangrijker, voor de tweede keer dit jaar gaat de omzetverwachting omhoog. Ook die verhoging was niet verwacht. Met al dat goede nieuws zou je denken: het aandeel gaat door het dak. Aanvankelijk leek het erop. Aan het begin van de beurshandel stond het aandeel zo'n 7 procent hoger, maar de koers zakte als een oude onderbroek. Deze aflevering kijken we waar dat pessimisme vandaan komt. Ook lopen we uitgebreid door de cijfers en de verwachtingen heen. Je hoort meer over het opschalen van de productie, over de orders en over de mogelijke aandelensplitsing. Gaat het ook over Stripe, de betaalverwerker. Dat is een Amerikaanse concurrent van Adyen die groeit door overnames. Nu willen ze de grootste overname uit hun geschiedenis doen: voor ruim 50 miljard het kwakkelende PayPal opkopen. Het lijkt een bedreiging voor Adyen, maar toch gaat dat aandeel opvallend goed op het nieuws. De Zuid-Koreaanse beurs komt ook langs. De beurs doet het dit jaar erg goed, maar heeft ook wat manische periodes. De koers schommelt nogal. Het gaat zo hard dat zelfs de president van het land ingrijpt! Te gast: Jordy Beuving van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

En el episodio de hoy Valentina Orduz y Juan Manuel de los Reyes hablaron sobre los datos del índice de precios al productor (PPI). Luego, los reportes corporativos de ASML y BlackRock. Por último cerraron con la oferta no solicitada de Stripe y Advent para comprar PayPal.

As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the unprecedented buildout of data centers, GPUs, and compute infrastructure mean for the economy? And how should investors think about the companies building the next generation of AI? The conversation explores frontier models, Nvidia, Google, custom silicon, AI infrastructure, application software, robotics, and why Baker believes today's AI investment cycle looks fundamentally different from the internet bubble of the early 2000s. Along the way, they discuss the economics of GPUs, enterprise software, AI business models, and what comes next as AI moves from experimentation into the broader economy.   Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow Atreides Management on X: https://x.com/atreidesmgmt Follow David George on X: https://x.com/DavidGeorge83 Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:54 - Mixed Market & Heightened VIX on Semi-conductors 4:41 - Markets Trying to Breakout of Wedge 9:18 - Candid Coffee Tease 10:01 - The Challenge of Investing in Current Market 12:18 - The Velocity of Information Makes us Worse Investors 18:15 - Being an Unemotional Investor - Be Like Spock 24:08 - Don't Benchmark Portfolio to High Water Mark 24:35 - We've Been Bred to Compete 26:07 - Gamification of Markets - 7 Rules of Poker 29:19 - When Enough is Enough 34:57 - Spotting Bubbles 36:12 - Using AI for Financial Advice 40:54 - AI is Not a Fiduciary 42:55 - Burt's Question on Solo 401k's & Roths Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Watch today's "Before the Bell" premarket commentary, "Oil, Chips, and a Market at Support," https://youtu.be/rk3wl-CHUKs ------- Watch our previous show, "Why Spotting Bubbles Is So Hard" https://youtube.com/live/7bEwrd8UCHM ------- Articles mentioned in this report: "Poker (Gambling) Can Teach You To Be A Better Investor" https://realinvestmentadvice.com/resources/blog/poker-gambling-can-teach-you-to-be-a-better-investor/ 'Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #OilPrices #TechnicalAnalysis #Investing #BehavioralFinance #LongTermInvesting #RiskManagement #WealthBuilding

Markets remain on a technical buy signal, but today's session could determine whether stocks finally break out of their tightening compression pattern or remain trapped inside the wedge. Rising moving averages continue to provide support, yet higher oil prices are pushing interest rates higher, adding another layer of risk for investors. We also examine the semiconductor sector, where momentum is fading as volatility increases. We'll discuss the key support levels, upside targets, stop-loss zones, and what a breakdown could mean for technology stocks and the broader market. If you're heavily invested in semiconductors, these technical levels deserve close attention. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/rk3wl-CHUKs --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #OilPrices #TechnicalAnalysis #Investing

What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:54 - Mixed Market & Heightened VIX on Semi-conductors 4:41 - Markets Trying to Breakout of Wedge 9:18 - Candid Coffee Tease 10:01 - The Challenge of Investing in Current Market 12:18 - The Velocity of Information Makes us Worse Investors 18:15 - Being an Unemotional Investor - Be Like Spock 24:08 - Don't Benchmark Portfolio to High Water Mark 24:35 - We've Been Bred to Compete 26:07 - Gamification of Markets - 7 Rules of Poker 29:19 - When Enough is Enough 34:57 - Spotting Bubbles 36:12 - Using AI for Financial Advice 40:54 - AI is Not a Fiduciary 42:55 - Burt's Question on Solo 401k's & Roths Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Watch today's "Before the Bell" premarket commentary, "Oil, Chips, and a Market at Support," https://youtu.be/rk3wl-CHUKs ------- Watch our previous show, "Why Spotting Bubbles Is So Hard" https://youtube.com/live/7bEwrd8UCHM ------- Articles mentioned in this report: "Poker (Gambling) Can Teach You To Be A Better Investor" https://realinvestmentadvice.com/resources/blog/poker-gambling-can-teach-you-to-be-a-better-investor/ 'Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #OilPrices #TechnicalAnalysis #Investing #BehavioralFinance #LongTermInvesting #RiskManagement #WealthBuilding

In this live show we examined the latest market dynamics, as AI, Chips and Energy pull in different directions, even as we move into a higher inflation results season. I was joined by Damien Klassen, Head of Investments at Nucleus Wealth and Walk The World Funds. Go to the Walk The World Universe at https://walktheworld.com.au/ … Continue reading "DFA Live Q&A HD Replay: Investing Now: AI, Chips And Energy Puzzles: With Damien Klassen"

Michael Graham of Canaccord Genuity discusses whether large-cap earnings estimates can keep moving higher. Our Kate Rooney reports on the latest chapter in the rivalry between Elon Musk and Sam Altman and what it means for the AI industry. Plus, the state of technology credit: Seth Meyer from Janus Henderson explains how investors are evaluating the wave of debt financing tied to AI infrastructure and hyperscaler spending. Jay Goldberg of Barclays previews bank earnings and explains what investors should expect from the financial sector as reporting season gets underway. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CNBC Business News Update with Jessica Ettinger features market numbers & news with CNBC expert analysis and sound from top business names. Updated throughout the business day. Visit https://www.cnbc.com/ for more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AGENDA: 05:00 Washington Just Put Frontier AI on a Leash 06:30 Sam Altman's Wild 5% Government Stake Idea 19:00 The AI Funding Bubble: Why Founders No Longer Fear Dilution 28:00 Alex Karp's Brutal Warning: Enterprises Don't Trust Frontier AI 33:00 Meta's Shock Pivot: Has Zuck Accidentally Built the Next CoreWeave? 41:00 Nvidia's Dangerous New Game: "Compute Now, Pay Later" 45:00 Anthropic & DeepSeek Go After Nvidia's Crown 48:00 Kling vs Sora: Did China Just Win AI Video? 52:00 Is China Secretly Winning the Open Source AI War? 01:02:00 Microsoft & Amazon's $6B Bet: AI Still Needs Humans 01:11:00 Ashton Kutcher Walks Away From Sound Ventures 01:16:00 The New Startup Talent War: No Liquidity, No Chance 01:20:00 Final Thoughts: Who Wins the AI Endgame?

Carl Quintanilla, Jim Cramer and David Faber explored stocks rising and oil prices falling, despite the U.S. and Iran trading military strikes for a second consecutive night. Tech and the AI trade getting a big lift from a surge in semiconductor stocks, fueled in part by Micron announcing plans to boost AI spending in the U.S. to $250 billion through 2035. PepsiCo CEO Ramon Laguarta joined the program to discuss the company's mixed quarterly results and the consumer. The anchors grilled him about what it would take to boost the snack and beverage giant's business and sluggish stock performance. Also in focus: Meta AI chip buzz, Costco shares slide on June sales, Salesforce gets downgraded, SK Hynix gears up for its U.S. listing debut slated for Friday.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, this is what's important: Grocery shopping, chips, animals, Scandinavia, World Cup, serious dads, Legos, & more. Get your tickets NOW to our live show in Ontario, Canada on Sept. 25th, 2026! Or go to TIITour.com for more info. Check out Sam Jay and Alex English's new show Look Back At It now! See omnystudio.com/listener for privacy information.

07/07 Hour 3: Nationals Close Out A Big Win Over Houston - 1:00 Capitals Are Going All In For Ovi's Last Season - 19:00 EB Can't Believe This Happened To Him - 33:00