Podcasts about coherent

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the evolving structural dynamics across optical networking, semiconductor manufacturing, and AI infrastructure financing. They begin by analyzing the divergent earnings from Lumentum and Coherent, pointing to margin pressures and the yield challenges Coherent faces during its transition to 6-inch indium phosphide wafers. This leads to a detailed debate on optical interconnect architectures—distinguishing Linear Pluggable Optics (LPO) from Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO)—while noting that adoption remains largely rack-to-rack rather than internal to the rack due to manufacturing and serviceability bottlenecks. Turning to enterprise networking, the hosts highlight Cisco's resurgence powered by its proprietary Silicon One chips and its clever use of Anthropic's Mythos model to run security audits that drive hardware refreshes. Applied Materials' record quarter is evaluated next, where eight quarters of visibility backed by Long-Term Agreements (LTAs) demonstrate structural supply chain shifts, despite market hesitancy likely tied to Intel's pending capex plans. Finally, they examine NVIDIA's proposed $500 billion data center financing initiative, debating whether vendor-backed capital creates circular demand or serves as a necessary bridge for capital markets, while challenging Jensen Huang's assertion that compute should be viewed as a standalone, non-obsolescent asset class.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über Entspannung an der Inflationsfront, Übernahme-Euphorie bei Workday und den Aufstieg von Reddit. Außerdem geht es um Workday, Sandisk, Western Digital, Netflix, Hertz, Cisco, Cerebras, Coherent, TKMS, Thyssenkrupp, Vincorion, RWE, Sixt, Secunet, Hellofresh, Energiekontor, Evotec, Birkenstock, Palantir, Nebius, Reddit, AvalonBay, Volkswagen, Adidas, Deutsche Bank, SAP, Siemens, Bayer, Commerzbank, Deutsche Börse, Deutsche Telekom, Siemens Healthineers, iShares Core FTSE 100 (WKN: 552752), BIT Global Technology Leaders (WKN: A2N812) und ARK Innovation ETF (WKN: A408AW). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Es gibt bis zu 200 €, wenn ihr Friends & Family zu Scalable Capital bringt! Das Ganze geht nur bis zum 31. August. Mehr Infos in der App oder auf scalable.capital/oaws. Cisco, Cerebras & Coherent fallen. Anthropic mit 2.000 Mrd. $ an die Börse? OpenAI-Vorstände gehen. Sandisk & Maersk steigen wegen Prognose. CXMT überholt Tencent. Birkenstock wächst 15%. Ackman kauft Netflix, verkauft Hertz. JD.com schrumpft. Trigano (WKN: 913141) ist einer von Europas größten Wohnmobil-Herstellern und steckt den Lagerabbau weg und wächst wieder. Neue EU-Führerscheinregel könnte den Umsatz pro Fahrzeug pushen. KGV von 10 und fast 3% Dividende. Burger King ist zurück auf Platz 2 in den USA. Restaurant Brands (WKN: A12GMA) investiert 700 Mio. $ in den Umbau und wächst das fünfte Quartal in Folge. KGV von 17, über 3% Dividende. Aber Rindfleischpreise auf Allzeithoch. Diesen Podcast vom 14.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Österreich gibt es keine Anreize für langfristige finanzielle Vorsorge mit Wertpapieren. Robert und Rüdiger schauen sich die Lage in anderen europäischen Ländern an.Erwähnte Titel: Do&Co, Wienerberger, Cisco, Tiendas 3B,Coherent, SpaceXDieser Podcast wird unterstützt von Raiffeisenfonds, einer Marke der Raiffeisen Kapitalanlage GmbH. Über Geld zu reden ist wichtig, um finanzielle Transparenz und Verständnis zu fördern. Es hilft, Missverständnisse und Konflikte zu vermeiden und gemeinsame finanzielle Ziele zu setzen. Offene Gespräche über Geld ermöglichen es, Wissen zu teilen und voneinander zu lernen, was zu besseren finanziellen Entscheidungen führt. Zudem kann es helfen, finanzielle Ängste abzubauen und Unterstützung bei finanziellen Herausforderungen zu finden. Geldgespräche sind der Schlüssel zu finanzieller Gesundheit und Sicherheit. Mehr auch unter raiffeisenfonds.at, Prospekte beziehungsweise Basisinformationsblätter auf www.rcm.at unter der Rubrik „Kurse und Dokumente.Alle Folgen finden Sie auch auf KURIER.at und kronehit.at.Weitere Podcasts finden Sie unter KURIER.at/podcasts Hosted on Acast. See acast.com/privacy for more information.

Andrew Graham believes Coherent (COHR) remains a buy after earnings despite what the selling action indicates. He says the company will deliver on surging AI demand as the AI buildout continues to ramp and explains how Coherent's business model will sustain over the coming years. However, Andrew notes that the growth will come with volatility, urging investors to "stay close to the story."======== 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über den Kurssprung von Vestas, die neue Prognose von TKMS und ein pikantes Detail aus Norwegen. Außerdem geht es um CoreWeave, Meta, Super Micro Computer, Nebius, Rocky Mountain Chocolate, Lumentum, Cerebras Systems, StubHub, Cisco, Coherent, Infineon, Suss Microtec, Siltronic, Siemens Energy, Nordex, E.on, SpaceX, Tesla, Yum! Brands, Yum China, Wendy's, McDonald's, Restaurant Brands International, Cava Group, Sweetgreen, Chipotle, Novo Nordisk, Eli Lilly, Costco, Cooper Companies und Johnson & Johnson. Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Der Dow Jones startet freundlich in den Handel, nachdem auch die Erzeugerpreise für Juli auf eine weitere Abkühlung der Inflation hindeuten. Zusammen mit den bereits moderateren Verbraucherpreisen und dem schwachen Juli-Arbeitsmarkt nimmt das den Renditen etwas Druck und reduziert das Risiko einer Zinsanhebung der Fed im September. Der Nasdaq sieht dennoch Druck. Gute Zahlen sind nicht automatisch gut genug. Cisco, Coherent und Cerebras übertreffen die Erwartungen und geben jeweils einen besseren Ausblick, werden aber trotzdem verkauft. Cisco spricht sogar von einem „Networking Supercycle“, nachdem die Produktaufträge um 35 Prozent gestiegen sind und allein von Hyperscalern KI-Aufträge über 4 Milliarden US-Dollar eingingen. Coherent profitiert massiv vom Wechsel der KI-Rechenzentren von Kupfer zu optischen Verbindungen und liefert ebenfalls Zahlen und Ausblick über Konsens. Außerhalb der USA sorgt Lenovo mit einem Umsatzsprung von 43 Prozent und einem Wachstum von 98 Prozent im Infrastrukturgeschäft für ein Ausrufezeichen, während Birkenstock den Jahresausblick für Umsatzwachstum und EBITDA anhebt. Analystenseitig erhöht JPMorgan das Kursziel für Microsoft auf 625 US-Dollar und sieht KI als zentralen Treiber einer Wachstumsbeschleunigung bei Azure und Microsoft 365. 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 * +++ 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

Der Dow Jones und Nasdaq starten freundlich in den Handel, nachdem auch die Erzeugerpreise für Juli auf eine weitere Abkühlung der Inflation hindeuten. Zusammen mit den bereits moderateren Verbraucherpreisen und dem schwachen Juli-Arbeitsmarkt nimmt das den Renditen etwas Druck und reduziert das Risiko einer Zinsanhebung der Fed im September. Gute Zahlen sind nicht automatisch gut genug. Cisco, Coherent und Cerebras übertreffen die Erwartungen und geben jeweils einen besseren Ausblick, werden aber trotzdem verkauft. Cisco spricht sogar von einem „Networking Supercycle“, nachdem die Produktaufträge um 35 Prozent gestiegen sind und allein von Hyperscalern KI-Aufträge über 4 Milliarden US-Dollar eingingen. Coherent profitiert massiv vom Wechsel der KI-Rechenzentren von Kupfer zu optischen Verbindungen und liefert ebenfalls Zahlen und Ausblick über Konsens. Außerhalb der USA sorgt Lenovo mit einem Umsatzsprung von 43 Prozent und einem Wachstum von 98 Prozent im Infrastrukturgeschäft für ein Ausrufezeichen, während Birkenstock den Jahresausblick für Umsatzwachstum und EBITDA anhebt. Analystenseitig erhöht JPMorgan das Kursziel für Microsoft auf 625 US-Dollar und sieht KI als zentralen Treiber einer Wachstumsbeschleunigung bei Azure und Microsoft 365. 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

Alissa Coram and Ed Carson walk through Monday's market action and discuss key stocks to watch in Stock Market Today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Es gibt bis zu 200 €, wenn ihr Friends & Family zu Scalable Capital bringt! Das Ganze geht nur bis zum 31. August. Mehr Infos in der App oder auf scalable.capital/oaws. Und hier sind die Teilnahmebedingungen.Ölkonzerne verdoppeln Gewinne, Trump will was davon. Iran-Deal drückt Ölpreis. Bending Spoons kauft Airtable. USA pushen Coherent, Lumentum und Applied Optoelectronics. Caterpillar macht Rekord. Zalando & Spotify verlieren. Snap, Zebra & Wayfair gewinnen.Palantir (WKN: A2QA4J) wächst 80% und hat 47% operative Marge. Aber die Aktie steht beim 100-fachen Gewinn. Karp und Thiel verkaufen für hunderte Millionen. Kann das Wachstum die Bewertung rechtfertigen?Diesen Podcast vom 05.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

De regering-Trump werkt aan een importverbod op Chinese onderdelen voor datacenters, als nieuwe stap in de technologiestrijd met China. Het gaat om optische transceivers, apparaatjes die data via glasvezel razendsnel tussen chips verplaatsen. Ook vernieuwt WhatsApp zijn groepschats met onder meer een @iedereen-functie en anonieme peilingen. Joe van Burik vertelt erover in deze Tech Update. De chips in Amerikaanse datacenters komen doorgaans van Amerikaanse bedrijven als Nvidia, AMD en Intel, maar de optische ontvangers die de communicatie tussen die chips verzorgen zijn vaak Chinees. De Amerikaanse toezichthouder FCC werkt aan een verbod op de import van nieuwe modellen van zulke Chinese transceivers, melden vier bronnen aan Reuters. Het zou dit jaar moeten ingaan en is bedoeld om te voorkomen dat Chinese partijen data aftappen, malware installeren of Amerikaanse datacenters saboteren. De FCC kan de maatregel nog aanpassen of laten vallen. Eerder legde de toezichthouder al vergelijkbare beperkingen op aan Chinese drones, routers, robots en omvormers. Grote gevolgen voor marktleider Innolight Het verbod raakt vooral het Chinese Innolight, met een marktaandeel van 27 procent wereldmarktleider in datacentertransceivers. Het bedrijf haalt 90 procent van zijn omzet buiten China en werd twee maanden geleden al door het Pentagon op een lijst van bedrijven met militaire banden gezet. Innolight is lang niet zo groot als Huawei, dat zwaar werd getroffen toen zijn apparatuur uit westerse telecomnetwerken moest worden verwijderd, iets wat in Europa nog altijd niet overal is gelukt vanwege de hoge kosten. Amerikaanse concurrenten als Coherent en Lumentum missen de schaal om de Chinese leveranciers snel te vervangen. De Chinese ambassade in Washington riep de VS op te stoppen met het zwartmaken van Chinese bedrijven en dreigde met tegenmaatregelen. WhatsApp vernieuwt groepschats WhatsApp introduceert drie nieuwe functies voor groepschats. Met @iedereen kun je in één keer alle leden een melding sturen, handig voor urgente berichten, al is dat in groepen groter dan 32 personen alleen voor beheerders om misbruik te beperken. Ook peilingen worden aangepast: je kunt een einddatum voor het stemmen instellen, stemmers kunnen voortaan anoniem blijven, en de vraag is tot vijftien minuten na het aanmaken nog te bewerken (de antwoordopties niet). Tot slot kun je vanuit een bestaande groep eenvoudig een nieuwe groep maken, waarbij je zelf kiest welke leden meegaan zonder iedereen opnieuw toe te voegen. VS werkt aan importverbod op Chinese datacenteronderdelen, aldus bronnen bij Reuters FCC bereidt beperkingen voor op Chinese optische transceivers Verbod raakt marktleider Innolight, aandelen Amerikaanse concurrenten stijgen WhatsApp lanceert @iedereen, anonieme peilingen en nieuwe groepsfuncties Over de maker:Joe van Burik volgt en duidt de belangrijkste ontwikkelingen in tech, met scherpte, vlotheid en de nodige humor. Je hoort hem dagelijks op BNR Nieuwsradio over het belangrijkste technieuws, van AI tot cybersecurity en social media tot quantumcomputers. Ook interviewt hij in De Grote Tech Show samen met Ben van der Burg leiders in digitale innovatie. In het bijzonder volgt Joe al twee decennia de wereld van videogames, nu voor zijn podcast All in the Game.See omnystudio.com/listener for privacy information.

The deepest states of healing and flow are not something we have to force. They are something we gain access to, when we finally stop interfering.Today's guest is Dr. Arpit Bansal, an advanced laparoscopic and cancer surgeon, gut-health and longevity specialist, international speaker, and the visionary known as the “Aquaman Biohacker.” Drawing from more than 15 years in medicine, along with his exploration of breathwork, consciousness, biohacking, and underwater meditation, Dr. Arpit bridges the worlds of modern science and the innate intelligence of the human body.In today's conversation, we explore how to access what Dr. Arpit calls the quantum flow state through the practice of coherent non-intervention—a state in which we release force, control, and resistance so that the nervous system, breath, body, and awareness can return to coherence.We also dive deeply into the healing power of water as a living environment that can support nervous-system regulation, emotional release, expanded awareness, and a profound return to stillness.Dr. Arpit shares why water has become both his teacher and his laboratory, how immersion can change our relationship with our bodies and minds, and that our greatest medicine already exists within us.This episode is another reminder that healing does not always come from doing more. Sometimes, it begins when we allow ourselves to become still. Send us Fan MailThis episode is brought to you by Ojas Oasis Ayurveda, Sasha's private clinical practice. Schedule a 30-minute strategy session here. For 10% off Kerala Ayurveda, use code OjasOasis. For 20% off GarryNSun, code OJASOASIS20. For 10% off Ora Cacao, code OjasOasis10. Support the showTo learn more about working with us, please visit www.OjasOasis.com Connect with us @ojasoasis on Instagram, X, TikTok, and YouTube

Optics is no longer a supporting accessory in the data center network. As AI infrastructure advances from 400G and 800G toward 1.6-terabit connectivity, optical components are consuming a larger share of network cost, power and operational risk. In this episode of the Data Center Frontier Show, DCF Editor in Chief Matt Vincent speaks with Bill Gartner, Senior Vice President and General Manager of Cisco's Optical Systems and Optics business, about how AI is changing the strategic role of optics. Gartner explains that optics represented roughly 10% of a network port's bill of materials at 10G. At 400G and above, the optics can cost more than the switch port itself. Reliability has also become critical: A single unstable link can force GPUs operating in parallel to stop, return to a checkpoint and restart. According to data Cisco has seen from hyperscale customers, link flaps can reduce GPU infrastructure efficiency by as much as 40%. The conversation maps the AI network across three distinct tiers: Scale-up: Connections within the rack, carrying approximately 500 times the bandwidth of a traditional WAN environment. Scale-out: Connections between racks, commonly using 400G and 800G pluggable optics. Scale-across: Coherent optical connections between data centers as AI clusters expand beyond the power limits of a single facility. Gartner also discusses Cisco's 1.6T roadmap, routed optical networking, coherent pluggable optics and the emerging debate around co-packaged and near-packaged optics. These architectures promise lower power consumption and greater density, but introduce new questions involving interoperability, replacement and operational resilience. Looking ahead, Gartner emphasizes that optics is not constraining AI network growth. It is enabling clusters to scale across racks, campuses and geographically distributed data centers, while the coming inference wave shifts the industry's focus toward cost and power efficiency.

Memory and optical semiconductor stocks have been the standout trade of 2026, with holdings like Micron, SK Hynix, and SanDisk up well over 100% year-to-date on tight supply and rising pricing. In this mid-year portfolio review, we break down six months of real performance across our memory holdings (Micron, SK Hynix, SanDisk, Western Digital, Seagate, NVE Corp, GSI Technology) and optical networking positions (Lumentum, Coherent, Applied Optoelectronics, Broadcom, Viavi Networks), explain why we're maintaining our allocation despite outsized gains, and walk through the risk management conversation every investor should be having right now.We also dig into the looming supply-side risk from CXMT's IPO in China, how the "Fab Five" equipment makers (ASML, Applied Materials, Lam Research, Tokyo Electron, KLA) and Chinese players like ACM Research fit into the memory cycle, and why Lumentum and Coherent remain our top optical picks for the second half of 2026, backed by NVIDIA's direct investment in both companies. This is a research-backed, data-driven portfolio update built for long-term fundamental semiconductor investors — not stock picking hype.Join Semi Insider for full access to our research platform and tools at https://chipstockinvestor.com. Get 15% off your membership with our data partner Fiscal.ai: https://fiscal.ai/csi.Content is for general information and entertainment only and is not investment advice. CSI owns shares of the companies discussed.

Download the FREE Physiotutors App

CNBC reports that OpenAI has not begun "testing- waters" meetings with investors ahead of a potential IPO, despite growing speculation around the company's next move. Then a look at the next major catalyst for SpaceX since going public two weeks ago. And the CEO of AI infrastructure company and Nvidia partner Coherent, on the AI infrastructure buildout and the demand driving the next wave of investment. 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.

Most people think drinking more water is enough. But what if the water itself is the problem? I learned this the hard way after buying a filter, switching to clean purified water, and still feeling thirsty after eight glasses a day. That experience sent me down a rabbit hole that completely changed how I think about cellular hydration. In this episode, I'm joined by Mario Brainović, founder of New Earth Technologies and creator of the Analemma device, to break down the science of coherent water. Mario explains why most of the water we drink exists in a chaotic state that forces our bodies to work overtime, and how the Analemma's "mother water" technology restructures any liquid it touches in under 30 seconds.  If you've upgraded your diet, sleep, and supplements but haven't thought about your water quality at this level, this conversation is for you. From whole-house systems to a simple glass wand you stir into your morning coffee, you'll learn why water is the most foundational biohack of all for longevity.   "99% of all of our molecules are actually very light water molecules. We're basically very clever H2O." ~ Mario Brainović   In This Episode: - Mario's background and the Analemma origin story - Chaotic vs coherent water: liquid crystalline state - Is coherent water the same as structured water? - Proven biological benefits of coherent water - How the Analemma device works: EMFs and waterplant experiments - Twin studies of brainwave harmonization with coherent water - Using Analemma at home: benefits of whole-house Analemma systems - Soil regeneration and the environmental mission statement - The five stages that water goes through - Where to get the Analemma and listener discount   Products & Resources Mentioned: Analemma Device: Use the code WENDY for 10% off + money-back guarantee at http://coherent-water.com  Bon Charge Red Light Face Mask: Get 15% off sitewide, plus free shipping and a 12-month warranty, with code WENDY at https://boncharge.com/  Tru Energy Skincare Bio Adaptive Hydration Oil: Try the oil and save up to $197 at trytruenergy.com/wendy5  Organifi Collagen: Save 20% with code MYERSDETOX at https://organifi.com/myersdetox  Organifi Happy Drops: Save 20% with code MYERSDETOX at https://organifi.com/myersdetox    Heavy Metals Quiz: Check your toxicity score and receive a free video series on how to detox your body at https://heavymetalsquiz.com    About Mario Brainović: Mario is an entrepreneur, researcher, and visionary in the field of health and wellness. For years, he ran a successful international advertising agency and a production house. He was always very passionate about health and wellness, about finding natural ways to heal, regenerate, and restore the delicate balance between body, mind, and spirit. This led him to establish a natural pharmaceutical company that successfully helped many people for years. After realizing the extraordinary significance of water, he established New Earth Technologies, a company that offers Analemma Water to the world, as well as invests in the research of coherent water and its effects on biological systems - humans, plants, and animals. Learn more about the analemma device and Mario's work at coherent-water.com.   Disclaimer The Myers Detox Podcast was created and hosted by Dr. Wendy Myers. This podcast is for information purposes only. Statements and views expressed on this podcast are not medical advice. This podcast, including Wendy Myers and the producers, disclaims responsibility for any possible adverse effects from using the information contained herein. The opinions of guests are their own, and this podcast does not endorse or accept responsibility for statements made by guests. This podcast does not make any representations or warranties about guests' qualifications or credibility. Individuals on this podcast may have a direct or indirect financial interest in products or services referred to herein. If you think you have a medical problem, consult a licensed physician.

In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-cap UK company that might be a critical bottleneck in the AI data center networking boom. We explore how the industry is scaling up production for compound semiconductors and specifically look at Coherent's breakthrough with six-inch indium phosphide (InP) wafers. From there, we map out the players making this transition possible and detail why Oxford Instruments' plasma deposition and etch systems are moving out of the R&D lab and onto the commercial manufacturing floor. Episode Chapters & Key Takeaways:The Indium Phosphide Breakthrough: The industry has long been stuck at two- to four-inch wafers due to manufacturing defects, but Coherent has successfully transitioned to six-inch InP wafers. Mapping the Supply Chain: A breakdown of the companies involved in this ecosystem, including Sumitomo Electric for substrates, KLA Corp and Onto Innovation for inspection, and Applied Materials for deposition. Oxford Instruments' Critical Role: Oxford Instruments supplies the plasma deposition and etch technology used by Coherent to create features like laser sources and waveguides. A Shift to Commercial Scale: Historically an R&D business spun out of Oxford University, the company is now seeing its advanced technologies group transition into early-stage commercial production. Strategic Divestitures: Oxford Instruments recently sold its quantum computing and cryogenics segment to Quantum Design to focus heavily on AI data centers and compound semiconductors. Financials & Valuation: Despite recent headwinds like tariffs and US R&D funding delays, the company holds a clean balance sheet and is expecting a return to growth in fiscal 2027. Special thanks to our sponsor, fiscal.ai! Get 15% off any paid plan using our special link: fiscal.ai/csi. Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI doesn't own shares of Oxford Instruments.

A conversation at the Hub Culture Cannes Clubhouse with Chris Traub,  founder of Strategic Executive Search Group; a global executive search and leadership advisory firm; Vortex. In this conversation with Stan Stalnaker, they explore how resetting your nervous system may be the answer to surviving and thriving in the AI tsunami engulfing society.

What if the fear beneath abandonment, control, hyper-independence, people-pleasing, and even some forms of fatherhood is the same prediction?I lose what I love.In this episode, we explore how identity organizes around loss, why many of us spend our lives trying to prevent abandonment before it happens, and how these patterns shape our relationships, parenting, and sense of self.We unpack the difference between attachment and belovedship, examine what coherent fatherhood actually looks like beyond control and possession, and explore why healing isn't about eliminating loss—it's about no longer equating loss with annihilation.At its core, this conversation asks a simple but profound question:What happens when the fear of losing what you love is no longer organizing your life?A deep dive into prediction, identity, belonging, fatherhood, and the architecture of love through a frequency-first lens.---Welcome to SuperFreq® — Frequency-First LivingA podcast, Substack publication + channel dedicated to decoding the hidden patterns beneath behavior, identity, and reality itself. Through frequency, form, and field—we explore how to rewire the nervous system, reclaim coherence, and build the next evolution of human architecture.Stay Connected //IG: @superfreq.co // @whoistaliyahSubstack: SUPERFREQ® | Frequency-First Living™ > taliyahverse.substack.comWebsite: taliyahverse.com

What can I know? What must I do? What may I hope? These questions, originally formulated by philosopher Immanuel Kant, are some of the most essential ones that we ask. Attempting to answer them can take a lifetime, if we can answer them at all. On this episode, we're featuring an interview with Christopher Beha, the novelist and former editor of Harper's Magazine whose new book, Why I Am Not an Atheist: The Confessions of a Skeptical Believer, offers an account of how he has grappled with these same questions.  Beha grew up Catholic, but became a committed atheist in college after his twin brother was nearly killed in a car accident, and he himself was diagnosed with a serious illness.  Beha's journey through rival forms of atheism—scientific materialism and romantic idealism—and the experience of falling in love ultimately led him back to Catholicism. Here, shares why he believes Catholicism offers a complete and coherent picture of reality. For further reading:  Costica Bradatan on the emotional history of atheism Rand Richards Cooper speaks with Beha about his novels George Scialabba on the romantic poets

Optical networking has spent years as a niche corner of the semiconductor industry. CSI makes the case that the moment for companies like Coherent may have finally arrived — and NVIDIA's two-billion-dollar equity investment in the company suggests the largest chipmaker in the world agrees.Coherent (COHR), is an integrated device manufacturer and base materials supplier specializing in indium phosphide and silicon carbide wafers. Under CEO Jim Anderson, who pulled off a similar business transformation at Lattice Semiconductor, Coherent has been shedding non-core assets and sharpening its focus on data center and communications, which now represents seventy-five percent of revenue and posted forty-one percent year-over-year growth in the most recent quarter. Pro forma revenue growth came in at twenty-seven percent, with gross margins approaching the forty percent threshold that marks a key milestone for IDM-class businesses.The divestitures tell the story of the transformation: a four-hundred-million-dollar sale of the aerospace and defense laser business to private equity, and a fifty-one-million-dollar exit from a materials processing tools segment that was diluting margins. What remains is a tighter, faster-growing business positioned at the intersection of AI data center infrastructure, optical connectivity, and advanced materials.The NVIDIA investment is the centerpiece of this episode. With free cash flow running deeply negative as Coherent scales manufacturing capacity for co-packaged optics and near-package optics expected in the second half of 2026, the company needed capital. NVIDIA needed the optical components. The result was a cash-for-equity arrangement that Nick describes as a more direct version of the warrant-based incentive deals seen at companies like AMD and STMicro, cheaper than diluting shareholders, and cheaper than going to a bank.The silicon carbide segment also draws attention, with five-hundred-million-dollar anchor investments from Denso and Mitsubishi Electric secured when silicon carbide was out of favor, now pointing toward three-hundred-millimeter wafer applications for AI data centers and power grid infrastructure.Q3 guidance calls for revenue between 1.9 and just over 2 billion, gross margin at roughly 41%, and continued negative free cash flow as manufacturing scale-up accelerates. CSI compares Coherent to peer Lumentum — framing COHR as the value play and Lumentum as the momentum play — and confirm they are happy holding both.For in-depth stock research and the Semiconductor Insider membership,visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

The market is getting crushed… SPY is down hard, QQQ is getting hit even worse, and suddenly the “stocks only go up” crowd is having a very different kind of day.In this breakdown, we react to a crash-warning video claiming the next stock market crash is tied to trillion-dollar IPOs, AI bubble risk, inflation, oil, and liquidity. But instead of buying into panic, we cut through the noise and focus on what actually matters: the data, the trend, and the trading plan.Then we run the first-ever OVTLYR Stock Gauntlet, ranking ten of Barchart's so-called top stocks to buy. And the results were rough. Names like AXTI, Western Digital, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and others were getting hammered, with many showing sell signals, broken trends, or bad risk setups.But even on a nasty red day, money still rotates somewhere. And right now, consumer defensive stocks are starting to stand out. Grocery names like Albertsons, Kroger, and Sprouts were showing strength while the broader market sold off. That's the lesson: when tech and high-beta names get crushed, defensive rotation can create new opportunities.✅ Stock market crash warnings, AI bubble risk, inflation, and IPO pressure✅ First OVTLYR Stock Gauntlet ranking setup✅ AXTI, WDC, Lumen, Seagate, Bloom Energy, AAOI, Coherent, and more✅ SPY, QQQ, market breadth, sell signals, and risk management✅ Albertsons, Kroger, Sprouts, grocery stocks, and defensive rotationIf you're watching the market fall apart and wondering where money is rotating next… this one shows why having a plan matters more than chasing hype.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Tony Blair has accused Keir Starmer's Labour government of lacking a coherent plan, which is a little like being told your sermon has no structure by a man who once preached for three hours and then invaded the notices.In this episode of Mark and Pete, we look at Tony Blair's criticism of Keir Starmer, the growing sense of drift around the Labour government, and the uncomfortable question now hanging over British politics: is Starmer doing less harm because he is cautious, or more harm because he appears to have no real vision at all?Blair says successful governments need an idea, a project, a governing purpose, an analysis of what is wrong, and a plan to put it right. Which sounds basic, really. Almost rude in its simplicity. Like telling a pilot that the plane ought to have wings. Yet that is exactly the charge: Britain has problems everywhere, from the economy and NHS to immigration, housing, taxation, public services and national morale, but the government often feels less like leadership and more like a damp spreadsheet being slowly explained by a committee.We discuss whether Starmer is the worst prime minister in history, or merely one of the greyest. Polling has been brutal, with satisfaction ratings collapsing and voters struggling to describe what the government is actually for. Not what it is against. Not what it inherited. Not what it promises to review, reset, consult on, or deliver after a full strategic assessment. What is it for?From a Christian angle, Proverbs says, “Where there is no vision, the people perish.” That does not always look dramatic. Sometimes a nation perishes by inches: higher bills, fewer children, weaker communities, exhausted institutions, and leaders who speak fluent management but somehow never say anything memorable.A sharp, sardonic, Bible-laced look at Tony Blair, Keir Starmer, Labour, leadership, political failure, and the strange misery of being governed by a risk assessment in a suit.

Are your detection rules failing because your test data lacks the nuance of a real-world network?  In this episode of Talos Takes, Amy sits down with David Bianco to discuss why traditional synthetic data often falls short and how his new open-source project, EvidenceForge, is changing the game.Synthetic datasets often look like telemetry but lack the critical causal links and realistic background noise that define actual adversary activity. EvidenceForge solves this by creating data that tells a coherent, causal story. From simulating complex attack chains to modeling realistic, "bursty" human behavior, this tool helps threat hunters and detection engineers to sharpen their skills with reproducible, high-quality telemetry.EvidenceForge blog: https://blog.talosintelligence.com/introducing-evidenceforge-synthetic-security-logs-that-dont-look-as-fake/PEAK Threat Hunting Assistant episode: https://www.buzzsprout.com/2018149/episodes/18825324 

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Welcome to Episode 336 of Lucretius Today. This is a podcast dedicated to the poet Lucretius, who wrote "On The Nature of Things," the most complete presentation of Epicurean philosophy left to us from the ancient world. Each week we walk you through the Epicurean texts, and we discuss how Epicurean philosophy can apply to you today. If you find the Epicurean worldview attractive, we invite you to join us in the study of Epicurus at EpicureanFriends.com, where we discuss this and all of our podcast episodes.This week we start are continuing our series reviewing Cicero's "Academic Questions" from an Epicurean perspective, which gives us an overview of the issues that split Plato's Academy and helps us understand Epicurus' position on the same issues. This week will continue in Book Two, where we will take up Section 8 Our text will come fromCicero - Academic Questions - Yonge We'll likely stick with Yonge primarily, but we'll also refer to the Rackham translation here: Cicero On Nature Of Gods Academica Loeb Rackham : Free Download, Borrow, and Streaming : Internet Archivehttps://www.epicureanfriends.com/thread/5109-episode-336-eataq18-a-coherent-whole-or-an-arbitrary-mess-the-necessity-of-the-s/

If you're enjoying the content, please like, subscribe, and comment! Ranjit's Links:Substack: https://nolinesinnature.substack.com/Ranjit Singh, Associate Professor in the University of Mary Washington's Department of Political Science and International Affairs, teaches international relations, Middle East politics, and environmentalism. He's spent about seven years living and working in the Middle East. Dr. Singh is currently working on a book about the natural history of Potomac Creek, VA, where he was raised on a family farm. You can find his nature-centered writings at https://nolinesinnature.substack.com/.Sponsored by Taelor. Most guys spend way too much time figuring out what to wear- and still end up in the same three outfits. Taelor fixes that. A personal stylist picks clothes in your size and style, ships them to you every 2 weeks- You wear them and return them. No shopping, no laundry, and no more spending on new clothes. Use code ERIC25 at Taelor.style for $25 off your first month._______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmSpotify - http://spoti.fi/3sZAUTGYouTube - http://bit.ly/3rxDvUL#iran #usa #war #conflict #oil #persian #softpower #military #navalpower #navy #history #nature #localhistory #subscribe #explore #explorepage #podcastshow #podcasts #podcaster #podcasting #worldxppodcast #viralvideo #youtubeshorts

Captain's brain appears to be on hiatus. Coherent and quip filled show notes appear to be beyond his ability. Please enjoy this episode where the Captain walked into a Bank with a Fox and a Duck. Talked about Playstation making questionable decisions. Fox got a little excited about a possible Guild movie. Captain is really looking forward to Spider-Main Noir. We finish the discussion we cut short last month. And if you listen to everything you should hear a new key word for the next giveaway. All that and more on this wild episode with your friends The Gotham Press -------------------------------------------------------------------------------- Patreon/FetLife/Discord/YouTube/Spotify/Kandi's Sweet Box: 805-303-1173 -------------------------------------------------------------------------------- In Association with The Dom Council Steel Brat Pacis Thief's Touch

In this episode Diane sits down with Reese Brown from the Make Meaning Podcast for a powerful conversation about awareness, identity, and the stories we unknowingly live inside of.Together, they explore how the unconscious narratives we carry —especially the deeply rooted story of “I'm not good enough” — quietly shape our reactions, relationships, and sense of self.This conversation goes beyond surface-level self-help and into the deeper emotional patterns many women have inherited: people-pleasing, self-doubt, over-functioning, perfectionism, and the constant search for approval.Because without awareness, we don't respond to life consciously — we react from the stories we believe.Diane and Reese also explore:*Why awareness is the foundation for meaningful change *How our relationship with ourselves impacts every other relationship *Why healing begins when we become curious about the stories running beneath our behaviors This episode is an invitation to slow down, become aware, and reconnect with the part of you underneath the conditioning, performance, and self-protection.Because the relationship you have with yourself shapes everything.About Reese: Lillian Reese Brown is a speaker, mentor, and the founder of The Cohere Collective, where she helps individuals remember their inner spark and make meaning through life with purpose and Coherence. She is also the host of Making Meaning, a podcast exploring how purpose-driven people create meaning in a seemingly meaningless world through personal experience, expertise, and community impact. Blending her background in human centered design, philosophical and linguistic frameworks, and the psychological human experience, Reese developed The Coherence Matrix, aframework for curiously evolving toward alignment, meaning, and Coherent living. If this episode resonated with you, share it with someone who may be stuck in the story that they are “not enough.”Ready for the Next Step? If this episode resonated and you're ready to move from reactivity to emotional empowerment, better communication and deeper connection a Breakthrough Session may be your next step. Learnmore or schedule your session here: https://www.dianesorensen.net/bookConnect with Reese:Book your complimentary Coherent Design consultation: https://www.thecoherecollective.com/coherent-designWebsite: www.thecoherecollective.comEmail: connect@thecoherecollective.com All links: https://linktr.ee/thecoherecollective Connect with Diane:Instagram: @dianesorensen.bbFacebook: https://www.facebook.com/diane.sorensen.589Join the conversation — share your takeaways or questionsfrom today's episode by sending me a message on Instagram or Facebook - your reflections matter.Working Together:Diane Sorensen Coaching is where boundary workbecomes the bridge from chaos to connection. You'll learn to transform your triggers, lead with compassion, and create emotionally safe, connected relationships built on authenticity, not approval.Reclaim your CALM, speak your TRUTH, and live FREE→ Submit an inquiry or learn more: www.dianesorensen.net/contact→ Explore free guides and resources to support your growth: www.dianesorensen.net/ → Join the weekly newsletter for insights, tools, and support deliveredstraight to your inbox: www.dianesorensen.net/email-listBreakthrough session – Take your first step toward better communication and real connection.

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Torn Meniscus - that is what they say... now what? - The beginning of UBI as a response from the AI boom? - Black in packaging - byproduct of war - Insights into consumer confidence reports Markets - Up up and away! - New inflation data is in... - The Circular Economy - Great chart.... - Some inflation facts - From the TACO trade to the NACHO trade The new CTP for Salesforce is open for entries! From TACO to NACHO - Not A Chance Hormuz Opens - - New phrase being used in the oil pits and trading floors Life Support - President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage" Going to CHYNA - President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock's CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official. - Also expected to join Trump's delegation for meetings with Chinese President Xi Jinping are Blackstone's Stephen Schwarzman, Cargill's Brian Sikes, Citigroup's Jane Fraser, Coherent's Jim Anderson, GE Aerospace's H. Lawrence Culp Jr., Goldman Sachs's David Solomon, Illumina's Jacob Thaysen, Mastercard's Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology's Sanjay Mehrotra, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced. - Jensen Huang supposedly not invited Inflation Report Today - Total CPI increased 0.6% month-over-month in April, as expected, following a 0.9% increase in March. That left total CPI up 3.8% year-over-year versus 3.3% in March. - Core CPI, which excludes food and energy, jumped 0.4% month-over-month (Briefing.com consensus: 0.4%) following a 0.2% increase in March. That left core - CPI up 2.8% year-over-year versus 2.6% in March. ----Key Factors - The food index was up 0.5% month-over-month and up 3.2% year-over-year. - The energy index was up 3.8% month-over-month and up 17.9% year-over-year. - The shelter index was up 0.6% month-over-month and up 3.3% year-over-year. - The used cars and trucks index was flat month-over-month and down 2.7% year-over-year. - The apparel index was up 0.6% month-over-month and up 4.2% year-over-year. - The services index was up 0.6% month-over-month and up 3.4% year-over-year (services less rent of shelter was up 3.5% year-over-year). - The all items index less food, shelter, and energy was up 0.2% month-over-month and up 2.3% year-over-year. Consumer Confidence - Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to a University of Michigan survey Friday. “Taken together, consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump,” the survey's director, Joanne Hsu, said. - The latest University of Michigan Consumer Sentiment preliminary reading for May came in at 48.2, below the 50.5 consensus estimate and below the prior 49.8 final reading for April. ---Note: Conference board's consumer confidence reading was actually better than last month so there is a discrepancy in reports. - Conference Board measure as highly important because it is widely followed and often tied closely to labor-market perceptions, while the Michigan survey is also closely watched for inflation-sensitive consumer attitudes. Thwarted! - Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. - GTIG said it has “high confidence” that it recorded hackers using an AI model to find and exploit a zero-day vulnerability, or a software flaw unknown to developers, creating a way to bypass two-factor authentication. -The group said in a report that it had uncovered and likely thwarted an AI-developed attack. - Anthropic delayed its Mythos model rollout due to cybersecurity concerns, but current models are being used by hackers. - How are we going to stop the hackers from using powerful AI models to hack? Circular Economy - Great Graphic Circular Always Money to be made... - US derivatives exchange CME Group Inc. and index provider Silicon Data are teaming up to create a futures market for computing power. - The futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings, according to a statement. - CME CEO Terry Duffy said compute is "the new oil of the 21st century" and creating a futures market can help make the costs more transparent. ----- One more way to pump this as now there is ways to further inflate costs through a leveraged futures market Private Credit Transparency? - Faster mark-to-market plans - Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don't typically change hands. - Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. " - Others in the industry are not so happy about this. - Most say that this is little more that lipstick on a pig No Problem - Congress is looking to suspend the federal gas tax for a few months - Trump backing - $0.18 per gallon tax in a effort to reduce gas prices that are now approx $4.40 average per gallon higher than before the war - War not changed, Iran still stringing us along. - Under/Over how long it will take until next Ceasefire bombings start? - Will a sprinkle of warfare prior to China visit be in the cards as a show of strength? AI Jobs - Kevin Hassett says that AI isn't costing anybody their jobs rights now - EVEN THOUGH TECH CONTINUES LAYOFFS - Why bother even listening to these guys? - Major deep discussion on this on TDI Podcast this week -- WORTH THE LISTEN Asian Markets - Continuing to brush off any worries about oil prices, escalation or valuations that are in the stratosphere - Korea - as we discussed this would be the case is up a staggering 78% last year and already up 81% this year - Market cap has increased $2.7 trillion over the past year - The massive wealth increase has been heavily concentrated. Tech giants Samsung Electronics and SK Hynix accounted for the vast majority of the gains, with individual rallies of up to 382% over the year. Strange - The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth. - In March, retailers posted their largest number of monthly job openings since 2023. - Retailers are more confident after seeing consumers keep their wallets open in the face of an uncertain economy and higher gas prices. - Nearly 15.5 million employees now hold retail industry jobs, the most since July 2024. - What is strange is the UMich confidence hit another all-time low last Friday for the latest prelim reading for the month ANALlysts - The earnings upgrades for tech are not just incremental - Examples: -  Seagate Tech target raised to $1000 from $750 at Evercore ISI, cites HAMR-driven multi-year HDD growth, pricing power, and strong AI/data center demand backdrop - AMD - Goldman Sachs upgraded to Buy and raised its price target dramatically (e.g., to $450 from $240). Other firms like Bernstein (to $525), Barclays, KeyBanc, TD Cowen, and Baird also hiked targets significantly (many by $200+) - Several other names upgrades with big ranges of price increases UBI Starting...? - South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI infrastructure boom to help ease inequalities that could deepen in an AI-driven era, a top presidential policy aide said. - President Kim proposed the principle, tentatively named a “national dividend,” underlining that gains from AI infrastructure should be understood as the product of South Korea's collectively built industrial foundation. - In his Facebook post on Monday, Kim explained that "the central question of the AI era is not simply about growth rates, but about how to socially stabilize excess profits." Black ink - Calbee to switch its brightly colored packaging to black and white because war has disrupted supply of certain raw materials used in ink - Calbee, whose potato chip brands in particular are known for brightly colored bag designs, said 14 of its products would switch to monochrome branding by the end of May. - Printing ink requires naphtha, an oil derivative for which Japan relies on imports from the Middle East for about 40% of its consumption. Black Ink Printing HantaVirus - Tristan da Cunha, home to only around 200 people, is halfway between South Africa and South America. It is the world's remotest inhabited island, more than 2,400 km and a six-day boat ride from St Helena, its nearest inhabited neighbor. - It usually relies on a medical team of two people for its health needs, and is normally only accessible by boat as it has no airstrip. - A British man was dropped from the death ship was there and has the symptoms - so "out of an abundance of caution...." - "The arrival of paratroopers, medical personnel and medical supplies from the sky has hopefully reassured the people of Tristan da Cunha," said Brigadier Ed Cartwright, Officer Commanding 16 Air Assault Brigade. - Does this give comfort that paratroopers dropping in with hazmat suits?     Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Over a year ago, CSI did a three-part deep dive on co-packaged optics after Nvidia dedicated an entire segment of its GTC keynote to the technology — naming Lumentum and Coherent as the primary beneficiaries. The analysis was right. They did not buy.That mistake is now worth talking about directly.Lumentum just reported fiscal Q3 2026 revenue up 90% year over year. Q4 guidance implies triple-digit year-over-year growth. Nvidia made a $2 billion investment in both Lumentum and Coherent, and separately announced a major fiber optic cable manufacturing expansion with Corning. Co-packaged optics products have not even begun shipping in volume yet — that catalyst hits in December 2026. The case for Lumentum continues to build.But this is CSI, and true conviction in a business means covering what could go wrong as well as what is going right. There is a significant dilution story unfolding that every Lumentum shareholder needs to understand before adding to a position.When the stock was trading at roughly one-tenth of its current price, Lumentum raised cash by issuing convertible notes — a type of debt that converts to equity when the stock reaches certain price milestones. The stock has now blown through those milestones. All of that convertible debt is now eligible to convert into stock at terms that are extremely favorable for the debt holders and extremely expensive for existing shareholders. The result: shares outstanding are expected to increase by approximately 20% over the next two quarters. Nick and Kasey explain the full mechanics clearly — why it happened, what it costs, and whether the revenue acceleration can outrun the dilution.Also covered: the Qorvo fab acquisition in North Carolina that adds indium phosphide manufacturing capacity in two to three years, and what operating leverage looks like when a company goes from negative margins to all-time highs in the span of a few quarters.What we cover:— Why CSI did the deep dive on co-packaged optics and still did not buy — the honest lesson— Lumentum fiscal Q3 2026: 90% revenue growth — what drove it and what comes next— Q4 guidance: triple-digit YoY growth before CPO products even ramp— Nvidia's $2B investment in Lumentum and Coherent — the supply chain signal— Nvidia and Corning fiber optic expansion — Nvidia's hands all over the supply chain— Co-packaged optics — the December 2026 catalyst that has not landed yet— Operating leverage in action: from negative margins to all-time highs— Convertible notes explained: why ~20% share dilution is coming in 2026— Qorvo North Carolina fab acquisition — InP capacity coming in two to three years— The bottleneck in laser module manufacturing and why Lumentum dominates itSponsored by fiscal.ai — 25% off any paid plan through May 14 only. Use our link: fiscal.ai/csiDisclosure: Nick and Kasey hold positions in Lumentum and Coherent. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com

Mike and Susie butt heads regarding if the administration's explanation for why they don't need congressional approval to continue war operations in Iran is "coherent" or not. See omnystudio.com/listener for privacy information.

For Devori Nussbaum, Jewish mysticism is the study of the soul behind the psyche, a transformative framework that integrates the profound spiritual truths of Chasidut [Hasidism] with insights of psychotherapy to foster personal healing and divine connection.Devori is an integrative psychotherapist who has trained in many different healing modalities including body psychotherapy, imago therapy, logotherapy, the energetics of food, quantum touch, breathwork, CBT, NLP, EMDR, IFS, inner child work, and somatic modalities. She is also passionate about teaching Hasidut in a way that is accessible, relevant, and embodied as a description of reality.Now, she sits down with Rabbi Dr. Benji Levy to answer eighteen questions on Jewish mysticism including the intersection of psychotherapy with Hasidism and how confronting evil can serve as the resistance necessary for the growth of one's soul. Here are our questions: What is Jewish mysticism?How were you introduced to Jewish mysticism?In an ideal world, would all Jews be mystics?What do you think of when you think of God?What is the purpose of the Jewish people?How does prayer work?What is the goal of Torah study?Does Jewish mysticism view men and women the same?Should Judaism be hard or easy?Why did God create the world? Can humans do something that is against God's will?What do you think of when you think about Moshiach?Is the State of Israel part of the final redemption?What is the greatest challenge facing the world today?How has modernity changed Jewish mysticism?What differentiates Jewish mysticism from the mysticism of other religions? Does one need to be religious to study Jewish mysticism?Can mysticism be dangerous?How has Jewish mysticism affected your relationships with yourself and with others?What is a Jewish teaching that you always take with you?

Patrick Moorhead and Daniel Newman dig into the week's biggest moves in enterprise AI: Anthropic and OpenAI launching PE-backed enterprise JVs on the same day, Anthropic filling its compute gap with SpaceX's Colossus, Cerebris filing for a $3.5 billion IPO, NVIDIA going deep on co-packaged optics with Corning, and a full IBM Think and ServiceNow recap. Plus, for The Flip, hosts debate whether Anthropic, at $1.2 trillion, is the most important company in enterprise tech. The handpicked topics for this week are: 1. Anthropic and OpenAI Launch PE-Backed Enterprise JVs on the Same Day — Both companies announced private equity joint ventures, with OpenAI backed by Bain, Brookfield, and Advent, and Anthropic partnering with Blackstone, Goldman Sachs, Apollo, and General Atlantic. Daniel's read is that this is fundamentally a distribution play, using private equity portfolio companies as a deployment channel for AI at scale. Pat sees it as the clearest admission yet that enterprise AI cannot be self-implemented at scale without specialized consulting support, and flags that mid-tier systems integrators (SIs) could get cut out of the middle. (The Decode) 2. Anthropic Signs Massive Compute Deal with SpaceX Colossus — Anthropic urgently needed compute and SpaceX had 300 megawatts and 220,000 GPUs sitting at Colossus One in Memphis without enough business to fill them. Pat's take is blunt: this move is pragmatic. Anthropic needs it, xAI has it. Daniel adds that Dario himself said they planned for 10x growth and got 80x, and this deal is the fast backfill that reality demanded. The side note both hosts flag: Anthropic is running on H100s, H200s, and B200s, which puts the whole "Anthropic only runs on Trainium and TPUs" narrative to rest. (The Decode) 3. Cerebris Files for a $3.5 Billion IPO at $26.6 Billion Valuation — This marks their second attempt at an IPO after pulling the first filing. The architecture is genuinely unique, a complete wafer with massive on-chip SRAM and interconnects built directly onto the wafer rather than copper or photonics. Pat calls it the first credible Western alternative for AI inference. Daniel's framing cuts through: you do not have to beat NVIDIA to sell right now. You just need to have availability. The more interesting headline, both hosts agree, is that Sam Altman and Greg Brockman are angel investors, which adds fuel to the ongoing OpenAI lawsuit. (The Decode) 4. NVIDIA and Corning Announce $500 Million Optical Partnership — Three new US factories, co-packaged optics for Vera Rubin, and a supply chain strategy that mirrors what NVIDIA did with Coherent. Pat's context: this is vertical integration through investment rather than acquisition. Daniel's observation is that the pace of movement toward co-packaged optics is accelerating faster than anyone expected, and his "rule of and" applies here too. Copper is not going away. Optics are being added on top because the data volumes moving across these racks are outrunning what copper alone can handle. US manufacturing in North Carolina and Texas is a strategic bonus. (The Decode) 5. IBM Think 2026: Day Zero, Sovereign Core, and the Quantum Plus AI Bet — Pat moderated on stage with CEO Arvind Krishna and calls this IBM's best showing in five years. Arvind opened with the AI divide, the gap between companies still running POCs and companies already in production, and framed where IBM sits as day zero, not because nothing has happened, but because enterprise AI deployment at scale is still so early. Daniel's biggest takeaways: watsonX Orchestrate updates, Sovereign Core going GA with policy at runtime, and the Confluent acquisition potentially being IBM's most important asset since Red Hat, given that 40% of Fortune 500 companies run on it and real-time streaming data is foundational to agentic systems. Both hosts land on quantum plus AI as IBM's next inflection moment. (The Decode) 6. ServiceNow Knowledge 2026: Enterprise SaaS 2.0 is Emerging — Daniel got there on day three of the event and noted the conference was densely packed. His observation: enterprises have not gotten the memo from Wall Street that SaaS is supposedly dead. His emerging thesis is that middleware could make a comeback for AI, with companies needing a layer that lets agents work across any infrastructure, any app, and within the rules of their specific business. Pat agrees and adds that the growth question is about mix, not survival. (The Decode) 7. The Flip: Is Anthropic at $1.2 Trillion the Most Important Company in Enterprise Tech? — Daniel took the affirmative citing that Claude Code is deeply entrenched in developer workflows. Anthropic went from $9 billion to $45 billion ARR in months. Every major hyperscaler is both a customer and an investor. The PE JVs are turning verticals into Anthropic engines. Dario said they planned for 10x and got 80x. Pat's counter: the enterprise trust gap is real after what Anthropic pulled on pricing and performance. Microsoft has 2 billion users across 365, Azure, and Copilot. NVIDIA is the infrastructure Anthropic runs on. And workforce replacement, which is how Anthropic extracts its terminal value, is not arriving as fast as the valuation suggests. In reality, both hosts admit their notes looked almost identical. (The Flip) 8. AMD — Lisa Su guided AI data center growth up from 60% to 80%. With OpEx growing 83%, net income up 95%, free cash flow ripping, and CPUs growing at nearly 40% without price increases, Pat reads this as unit market share gains coming soon. Daniel's framing: AMD is now a two-headed juggernaut with CPUs and GPUs for the data center. And Helios has not even started shipping yet. Both hosts take a victory lap for previously calling this one. (Bulls and Bears) 9. Palantir — Triple beat on revenue, EPS, and forward guidance. Rule of 40 at 145%. Government revenue up 84%, 47 deals over $10 million, and the largest guidance raise in the company's history. Daniel's take: Palantir is redefining the category entirely. It's not a software company in the Salesforce or ServiceNow sense. It's technology, plus ontology, plus people, deployed at the deepest layers inside governments and enterprises. Pat adds that the four deployed FTE model lets them stand up AIP POCs within a week, which is why they are winning business at this pace. (Bulls and Bears) 10. ARM — AGI processor demand doubled from $1 billion to $2 billion within 45 days. Record revenue, strong pipeline, royalty growth at 21% for the full year. The stock ripped after hours, then sold the next day when management confirmed only enough supply for $1 billion of that $2 billion demand. Pat's read: 50% CPU market share with hyperscalers at the core level is the most underdiscussed signal on the call. Daniel adds that the worry about ARM competing with its own customer base in custom silicon has been quietly swept away by the sheer volume of compute demand. (Bulls and Bears) 11. Supermicro — A board member allegedly used a hairdryer to remove labels from GPU boxes being shipped to China. Approximately 20% of their revenue has reportedly been illegally shipped to China. They beat on EPS and Q4 guide but missed Q3 revenue versus consensus. Stock still ripped 18%. Daniel's take: if you are selling picks and shovels during a gold rush and you are this messed up, he cannot imagine owning it with the overhang that is building. (Bulls and Bears) 12. Lattice Semi and Coherent — Lattice revenue up 42%, back into growth, guiding to 50% year-on-year at midpoint. The AMI acquisition at $1.65 billion doubles their serviceable market from $6 billion to $12 billion and puts them inside every AI server on the planet at the BIOS and platform firmware layer. Pat calls the timing right: core financials crushing it, time to make a move. Coherent printed 21% year-on-year growth, 55% EPS growth, margins expanding, debt coming down, entered the S&P 500, and sits at the center of the co-packaged optics trend that is accelerating. Pat's choke point note: Indium phosphide capacity is the constraint. Six-inch fabs are doubling capacity in 2026, a quarter ahead of plan, and competitors are still ramping their transitions. (Bulls and Bears) Want the full breakdown from IBM Think and ServiceNow Knowledge, and check out our on-the-ground coverage linked in the show notes. Be part of our community. Hit that subscribe button and let us know what you want us to cover next week in the comments. Intro Pat on Stage at IBM Think https://x.com/PatrickMoorhead/status/2051381046537601101?s=20 The Decode OpenAI and Anthropic Both Launch PE-Backed Enterprise Services JVs on the Same Day — The Palantir FDE Model Goes Mainstream https://www.bloomberg.com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai https://techcrunch.com/2026/05/04/anthropic-and-openai-are-both-launching-joint-ventures-for-enterprise-ai-services/ https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push Anthropic and SpaceX Sign Massive Compute Deal — Full 300MW / 220,000 GPU Colossus 1 Memphis Data Center Plus Exploration of Multi-Gigawatt Orbital AI Compute https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html https://www.bloomberg.com/news/articles/2026-05-06/anthropic-inks-computing-deal-with-spacex-to-meet-ai-demand https://www.tomshardware.com/tech-industry/artificial-intelligence/musks-spacex-has-rented-out-access-to-its-supercomputers-220-000-nvidia-gpus-and-300-megawatts-of-ai-compute-power-to-rival-anthropic Cerebras Files for $3.5B IPO at $26.6B Valuation — The First Major AI Chip IPO of 2026 https://www.cnbc.com/2026/05/04/cerebras-ipo-ai-chipmaker.html https://theaiinsider.tech/2026/05/06/cerebras-systems-eyes-3-5b-in-largest-tech-ipo-of-2026-on-strength-of-ai-chip-demand/ https://www.briefs.co/news/ai-chipmaker-cerebras-just-filed-for-a-3-5-billion-ipo/ NVIDIA and Corning Announce Game-Changing Optical Partnership — $500M Investment, 3 New U.S. Factories, and Co-Packaged Optics for Vera Rubin and Beyond https://www.corning.com/worldwide/en/about-us/news-events/news-releases/2026/05/nvidia-and-corning-announce-long-term-partnership-to-strengthen-us-manufacturing-for-ai-infrastructure.html https://www.cnbc.com/2026/05/06/nvidia-corning-optical-factories-nc-texas-ai.html https://www.wsj.com/tech/nvidia-corning-form-partnership-to-expand-fiber-optic-manufacturing-17f525de https://kfgo.com/2026/05/06/corning-partners-with-nvidia-to-expand-us-fiber-optic-output-for-ai-growth/ IBM Think 2026 Boston — Watsonx Orchestrate Next-Gen, Confluent Real-Time Data, IBM Concert, and Sovereign Core Define IBM's Agentic Operating Model https://newsroom.ibm.com/2026-05-05-think-2026-ibm-delivers-the-blueprint-for-the-ai-operating-model-as-the-ai-divide-widens https://www.ibm.com/new/announcements/ibm-announcements-at-think-2026 https://www.instagram.com/reel/DX42DlrglOs/ ServiceNow Knowledge 2026 Las Vegas https://www.servicenow.com/events/knowledge.html https://newsroom.servicenow.com/press-releases/details/2026/Cohesity-and-ServiceNow-Deliver-Real-Time-Recovery-for-Enterprise-AI-Agents/default.aspx https://www.cnbc.com/2025/09/04/nvidia-backed-cohesity-eyes-2026-ipo-with-valuation-rivaling-17-billion-rubrik.html   The Flip: Anthropic at $1.2T Now the Most Important Company in Enterprise Tech — More Important Than NVIDIA, Microsoft, or OpenAI FOR: Dual-hyperscaler compute anchor (Amazon $33B + Google $40B = $73B) is structural — unmatched https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Constitutional AI safety positioning wins regulated industries https://www.anthropic.com/news/anthropic-nec-japan-ai-engineering-workforce $900B valuation surpasses OpenAI ($852B) at faster revenue growth and lower burn rate https://techcrunch.com/2026/04/30/anthropic-potential-900b-valuation-round-could-happen-within-two-weeks/   AGAINST: NVIDIA still controls the substrate — every Anthropic dollar of revenue requires NVIDIA inference at some layer https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html Microsoft has the enterprise distribution — 365 + Azure + Copilot reach >2 billion users https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ $900B valuation is venture marketing — the IPO will reset the number https://www.semafor.com/article/05/04/2026/openai-anthropic-ramp-up-enterprise-push   Bulls & Bears: AMD Q1 2026 — Revenue $10.3B (+38% YoY), MI300X Data Center GPU Demand Drives Stock +20% on the Print https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results https://www.cnbc.com/2026/05/05/amd-q1-2026-earnings-report.html https://finance.yahoo.com/markets/stocks/articles/amd-q1-2026-earnings-revenue-203331768.html Palantir Q1 2026 — Revenue +85% YoY, US Commercial +133%, Rule of 40 Score Hits 145%; Largest Guidance Raise in Company History https://investors.palantir.com/files/Palantir%20-%20Q1%202026%20Business%20Update.pdf https://www.reddit.com/r/PLTR/comments/1t3t0me/palantir_reports_q1_2026_us_revenue_growth_of_104/ https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-inc-q1-2026-002218719.html https://semiconalpha.substack.com/p/palantir-q1-2026-rewriting-the-rule Arm Holdings Q4 FY2026 — Record $1.49B Quarter, Full-Year Revenue Crosses $4.92B, $2B AGI CPU Pipeline; Stock +16% After Hours https://finance.yahoo.com/markets/stocks/articles/arm-q4-earnings-call-highlights-225942093.html https://www.stocktitan.net/sec-filings/ARM/6-k-arm-holdings-plc-uk-current-report-foreign-issuer-7e9ca9ac7dda.html https://semiconalpha.substack.com/p/arm-q4-fy2026-record-quarter-2-billion Super Micro Computer Q3 FY2026 — Revenue $10.2B (+123% YoY), Strong Q4 Guide; Stock +18% AH on First Earnings Call Since Co-Founder Indictment Drama https://www.cnbc.com/2026/05/05/super-micro-smci-q3-earnings-report-2026.html https://www.stocktitan.net/sec-filings/SMCI/8-k-super-micro-computer-inc-reports-material-event-e70b2f8b3cb7.html https://www.instagram.com/reel/DX42DlrglOs/ Lattice Semiconductor Q1 2026 — Beat-and-Raise Quarter ($170.9M, +42% YoY) Paired With $1.65B AMI Acquisition That Doubles Lattice's SAM to $12B https://www.stocktitan.net/sec-filings/LSCC/8-k-lattice-semiconductor-corp-reports-material-event-642a862b2bf9.html https://www.ami.com/resources/ami-announces-agreement-to-be-acquired-by-lattice-semiconductor/ https://www.linkedin.com/posts/patmoorhead_lattice-semiconductor-posts-beat-and-raise-activity-7457411226944425984-xA8T Coherent Q3 2026 Earnings https://www.msn.com/en-us/money/companies/coherent-cohr-tops-revenue-expectations-in-q3-as-ai-demand-accelerates-shares-decline/ar-AA22Bz24?ocid=finance-verthp-feeds  

Dr. Melisa Buie is an operational excellence leader and co-author of Faceplant: FREE Yourself from Failure's Funk. She has a PhD in nuclear engineering from the University of Michigan, taught graduate engineering courses at San Jose State University, and has worked at semiconductor and photonics companies including Lam Research, Coherent, and Applied Materials. She is also the author of Problem Solving for New Engineers. Episode page with links, video, and more Melisa's favorite mistake is one she didn't recognize until ten years after the fact. After publishing her first book while juggling a full-time job, teaching, and raising her son as a single parent, she was exhausted -- so she did nothing to market or promote it. She told herself she had earned the rest. What she actually did, she now sees, was choose invisibility. The lesson wasn't that rest is bad. It was that she had mis-timed it, treating rest as the finish line instead of part of the cycle. In this conversation, Mark and Melisa get into why platitudes like "fail fast" and "fail forward" tend to fall flat, why pre-mortems can prevent faceplants that postmortems can't, and the four autopilot reactions Melisa calls the Conspirators -- the machine, the magician, the statue, and the satellite. They also explore how separating the facts of a failure from the story we tell ourselves about it is often the difference between getting stuck and getting free, what happens when organizations inadvertently create cultures where failure isn't safe, and how AI can be a thinking partner in problem solving rather than a replacement.

On this episode of The Healer Revolution, I sit down with Mario Brainović, CEO of New Earth Technologies, to talk about something that affects every single aspect of health but is rarely looked at deeply enough—water.When I first started learning about Analemma and the research behind their technology, I was honestly shocked by the scope of what they are doing. This is not just about better hydration. Their work looks at how coherent, structured water can influence human health, improve mitochondrial function, support the nervous system, enhance mineral utilization, and even help regenerate agriculture by restoring vitality back into depleted soil.What excited me most is that this conversation connects personal healing with planetary healing. The same principles that help create better cellular function in the body can also support stronger crops, healthier animals, and more resilient farming systems. That bigger picture is what makes this work so powerful.For those dealing with chronic illness, histamine issues, inflammation, fatigue, or feeling like they are doing everything right but still not getting better, this episode opens up an entirely different lens on what true hydration and healing can look like.We talk about structured water, coherence, frequency, mitochondrial health, soil regeneration, and why the quality of your water may be one of the most overlooked pieces of the healing puzzle.This was such a fascinating conversation, and I think it will completely change the way you think about water.https://www.analemma-water.com/ Use code HealerRevolution for a discountCopyright @AmandaPanaceaTheHealerrevolution.com

Esteemed Colleague Julia asks about crafting gorgeous calendar invite titles.  We explore the who/what/when/where/why of it all to great success.  Let me know what your process is!  xo Jess I'm speaking at the Leader Assistant Live Administrative Professionals Day live event - hope to see you there! Join me live every month for the Monday Club inside the Leader Assistant community on Circle! Jess Lindgren 4465 E Genesee Street STE 114 Syracuse, NY 13214   Join the newsletter if you're feeling fancy: Substack | Click Here Patreon is another fancy option: Patreon | Click Here I always love to hear from you: askanassistant.com Book a 1:1 with me: jesslindgren.com/coaching

AXT Inc. (AXTI) ran from a $200 million market cap to over $4 billion in a matter of months. Now it's pulled back — and a lot of retail investors are wondering if it's a buying opportunity.CSI says: not so fast.In this episode, they pull back the curtain on the base materials layer of the semiconductor supply chain — the specialty wafer and ingot suppliers that exist before a single chip ever reaches a fab like TSMC or GlobalFoundries. It's a part of the industry that rarely gets coverage, and right now it's generating some of the most speculative price action in the entire semiconductor market.They break down exactly what AXT does, why Indium Phosphide (InP) and Gallium Arsenide are driving the hype, and why the fundamentals don't yet support the valuation. The issues are serious: a third of revenue blocked by geopolitical export restrictions, negative free cash flow history, a $60M backlog that requires a $100M greenfield fab to convert into actual revenue, and a recent dilutive stock issuance. The same warning flags are appearing in other specialty names like IQE in the UK.The bigger picture: this is what a bull market hype cycle looks like at the base materials level. The market is good at sniffing out bottlenecks — but traders and long-term investors diverge sharply at a certain point, and Nick and Kasey explain exactly where that line is.They close with where they'd rather put capital today: Broadcom, Coherent, Lumentum, and Sumitomo Electric.What we cover:— The semiconductor wafer supply chain: ShinEtsu, Siltronic, Sumco, Global Wafers, Soitec— Specialty compound wafers: what InP and GaAs are and why data centers need them— AXT Inc. revenue reality vs. the $4B market cap narrative— The China JV geopolitical risk blocking ~33% of revenue— Free cash flow, dilution, and the greenfield fab dilemma— IQE and other penny stock warning signs in the sector— Where Nick and Kasey are deploying capital insteadDisclosure: Nick and Kasey hold positions in Broadcom, Coherent, and Lumentum. Content is for general information only and is not individual investment advice. All investing involves risk.Subscribe to the free weekly newsletter at chipstockinvestor.comWant deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com.

In this episode of Alignment Academy, I break down what the nervous system actually is, why so many people are living in a dysregulated state, and how that directly impacts your ability to take action, feel safe, and show up as your highest self. I share how nervous system regulation has been the key to my personal growth, my business, and my relationships, and why being stuck in fight or flight, anxiety, and fear can block you from reaching your goals.I also walk you through the exact daily habits and tools I use to regulate my nervous system, including inner child work, heart coherence, meditation, silence, deep work, and simple practices that create long-term change. This episode covers nervous system healing, emotional regulation, trauma responses, and subconscious reprogramming, giving you practical tools to feel more calm and grounded.Check out our sponsor, The One Device : A wearable frequency technology designed to support energy balance and natural body alignment through light, sound, and vibration. Connect with The One Device Website: https://theonedevice.com Instagram: @theonefrequency Use code KRISTEN for $20 OFF The One Device✨ ALIGNMENT ACADEMY PODCAST

SHOW NOTES: • Two great American novels: Fountainhead and Atlas Shrugged. • She championed “objectivism” and individual accomplishment. • It's not subtle, and it's not modest. It's a full-throated defense of reason, individualism, and self-interest—often misunderstood because people hear “selfishness” and stop listening. • Today we have “soak the rich” and “tax the rich” and “occupy Wall Street” and people defending Luigi Mangione who killed an insurance executive on the streets in New York. • I don't think a company needs a Jim Anderson of Coherent making $100 million as CEO. I do think that any founder of a company deserves whatever money he or she can make. • We've moved from a society that prized innovation and initiative and the wealth that ensues to one where entitlement is a prevailing belief. • Yet we idolize red carpet movie stars, athletes, and simply rich celebrities without discernable talents, like the Kardashians. • We find excuses not to succeed, such as “toxic workplaces” which, if they do exist, are probably caused by toxic employees who are not pulling their weight yet demanding more and more. • We blame the “boomers” as having taken everything and not replaced it, which is total hogwash. The boomers created jobs and entire industries. • I've always believed in “healthy selfishness,” meaning you can't help others (with money, time, ideas, coaching, emotional support, and so forth) unless you possess the resources that allow you to do so. • A great many people who take ultra-progressive stances, from Bernie Sanders to the women on “The View,” themselves are so wealthy that no amount of their espouse government taxation will seriously cause them discomfort. • Unless we reward creativity and jobs creation (along with star athletes and performers and “celebrities”) we won't have the opportunity creation for everyone else. • Australia's “tall poppy” vs. my Rolls Royce. • We need to take care of our homeless, and ill, and incapacitated, but not people who are able but unwilling to work. • States creating “millionaire taxes” are losing taxable citizens at an alarming rate. Massachusetts and along with them $4.2 billion in adjusted gross income. • You don't eliminate poverty by creating more of it. I'm for a version of Ayn Rand's healthy selfishness.

Charles is joined by Rebecca Walser, Walser Wealth Management President, to discuss the resilience of the stock market despite a major geopolitical conflict, why the massive demand for AI memory and networking makes Micron and Jabil strategic "buys," and how Coherent's partnership with NVIDIA positions it as a key player in the AI backbone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Alissa Coram and Ed Carson walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us Fan MailDr. Melisa Buie is a problem solver, author, and operational excellence leader known for making complex systems work better. Her work spans advanced technologies such as lasers and semiconductor equipment, as well as large-scale global manufacturing and business systems.Melisa's career sits at the intersection of engineering innovation and operational performance. She has held key roles with leading organizations in the semiconductor and photonics industries, including Lam Research, Coherent, Applied Materials, and Advanced Energy. As Global Director for Lean Operational Excellence at Coherent, Inc., a $2B global photonics solutions company, she led initiatives that advanced both engineering performance and enterprise-wide transformation. Earlier in her career, she served as a Member of the Technical Staff and Engineering Manager at Applied Materials and Advanced Energy, and as a Research Scientist with Science Applications International Corporation at the Naval Research Laboratory in Washington, D.C., where she focused on theoretical laser systems.In addition to her industry leadership, Melisa is an author and educator. She wrote Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know in 2017, drawing on her experience bridging industry and academia. She also taught graduate-level courses for nearly a decade at San Jose State University in the Department of Biomedical, Chemical, and Materials Engineering, where she helped develop the next generation of engineering leaders and problem solvers.A Few Quotes From This Episode“If it's safe to fail, then it's safe to learn and grow.” “Experimentation is something that leads to a lot of failure.” “Part of the reason we don't like failing is because of all the emotions that come with it.” “You've got to separate the story you make up about the failure.” Resources Mentioned in This Episode Book: Faceplant: Free Yourself From Failure's Funk by Buie and colleaguesBook: Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know by BuieAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About  Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.

Chris Cutrone and Douglas Lain discuss Trump's invasion of Iran as an example of bourgeois politics. Rather than condemning the invasion from the perspective of neoliberalism, they neither condemn nor support but describe. Support Sublation Media on Patreonhttps://patreon.com/dietsoap

Abdul-Ahad examines Sunni tribal infighting in Ramadi, the failure of a coherent political project, and how ISISexploited security cracks to present itself as liberators. 6.1960

Plus: Nvidia is investing $2 billion in advanced optic technology companies Lumentum and Coherent. And Chinese artificial intelligence startup MiniMax's annual revenue surged in 2025. Anthony Bansie hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever left a math PD session thinking, “This all sounds great… but what does it actually mean for my class tomorrow?”Teachers are hungry for professional learning that respects their time and improves student learning—but too often, math PD stays stuck in big ideas, vague theory, and system messaging. When there's no clear connection to curriculum, classrooms, or follow‑up support, trust erodes and implementation stalls.In this episode, we dig into why even well‑intentioned math PD misses the mark—and how leaders can redesign professional learning to actually move instruction forward.Listeners Will Learn:Why one‑off, theory‑heavy PD leads to low classroom impactHow “coverage” and system messaging crowd out meaningful math learningWhat research says about effective professional development in mathWhy ongoing support matters more than a single great sessionHow to connect PD to curriculum, PLCs, and coaching cyclesWays math leaders can rebuild trust by making PD immediately usableHow modeling how teachers learn should mirror how students learnIf you're designing math PD—or sitting through it—this episode offers concrete guidance to turn professional learning into sustained instructional change.Not sure what matters most when designing math improvement plans? Take this assessment and get a free customized report: https://makemathmoments.com/grow/ Math coordinators and leaders – Ready to design your math improvement plan with guidance, support and using structure? Learn how to follow our 4 stage process. https://growyourmathprogram.com Looking to supplement your curriculum with problem-based lessons and units? Make Math Moments Problem Based Lessons & Units Show Notes PageLove the show? Text us your big takeaway!Are you wondering how to create K-12 math lesson plans that leave students so engaged they don't want to stop exploring your math curriculum when the bell rings? In their podcast, Kyle Pearce and Jon Orr—founders of MakeMathMoments.com—share over 19 years of experience inspiring K-12 math students, teachers, and district leaders with effective math activities, engaging resources, and innovative math leadership strategies. Through a 6-step framework, they guide K-12 classroom teachers and district math coordinators on building a strong, balanced math program that grows student and teacher impact. Each week, gain fresh ideas, feedback, and practical strategies to feel more confident and motivate students to see the beauty in math. Start making math moments today by listening to Episode #139: "Making Math Moments From Day 1 to 180.

A Bhagavad-gītā-level reality check: the world we experience isn't "illusion" in the lazy, dismissive sense—it's illusion like a reflection. Consistent. Coherent. Convincing. And still untouchable. Like an upside-down tree mirrored in water, it looks real enough to reach for… but you can't taste its fruit. A reflected rose has no aroma. And a reflected life, no matter how intensely we chase it, can't deliver the ananda we're actually built for. But the reflection does point to a reality worth pursuing. ******************************************************************** LOVE THE PODCAST? WE ARE COMMUNITY SUPPORTED AND WOULD LOVE FOR YOU TO JOIN! Go to https://www.wisdomofthesages.com WATCH ON YOUTUBE: https://youtube.com/@WisdomoftheSages LISTEN ON ITUNES: https://podcasts/apple.com/us/podcast/wisdom-of-the-sages/id1493055485 CONNECT ON FACEBOOK: https://facebook.com/wisdomofthesages108 *********************************************************************