Podcasts about coherent

Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in focus: why Lumentum and Coherent led the S&P 500, Amazon’s Generac deal, Anthropic’s Singapore expansion and Salesforce’s US$63 billion target. Plus, Boeing’s 737 Max delays, Metrocon’s Catalist debut and ByteDance founder Zhang Yiming overtaking Gautam Adani as Asia’s richest person.See omnystudio.com/listener for privacy information.

AI value creation is not the same as doing more work with AI. That distinction is becoming increasingly important as AI compresses the time required to build, market, analyze, and deliver products. Faster execution can create remarkable leverage, but it can also accelerate activity that was never particularly valuable in the first place. In the second part of Rob Broadhead's conversation with Scott Shagory, that tension becomes a central issue. AI is changing delivery, sales, marketing, engineering, product ownership, and financial planning simultaneously. When everything can move faster, leaders face a more difficult question than "Where can we use AI?" They must determine where value is actually created. Speed becomes leverage only when the work being accelerated contributes to an outcome that matters. About Scott Shagory Scott Shagory is the founder and CEO of the Purple Finch Group, where he helps technology CEOs navigate growth when organizational complexity begins to outpace the clarity that originally drove the business. His work focuses on identifying underlying growth constraints, clarifying where organizations create value, making implicit founder knowledge visible, and helping leaders adapt their strategy and operations as technologies such as AI reshape the business environment. Outside his business work, Shagory is a senior martial arts instructor, an experience that complements his focus on teaching and breaking complex ideas into understandable frameworks. AI Value Creation Begins With the Value Chain Shagory points to delivery, sales, and marketing as areas experiencing significant disruption. Roles are morphing and overlapping, and responsibilities that once seemed clear are becoming harder to define. What does it mean to be an engineer when AI can accelerate portions of development? Where does product ownership begin and engineering end? What should sales and marketing teams prioritize when content, research, outreach, and analysis can all be accelerated? These questions become more difficult because organizations are not simply introducing a new tool. They are changing the speed and boundaries of work across multiple functions at once. The natural response to that pressure is often to do more, but that is precisely where trouble begins. Shagory describes reacting as "the lowest form of action." When organizations feel pressure to keep up, they can launch projects without deciding what trade-offs those projects represent. Every AI initiative consumes something, whether that resource is money, attention, management capacity, employee energy, or opportunity. The systems question is therefore not simply, "Can AI perform this activity?" Instead, leaders need to ask where value is being created and whether accelerating a particular activity strengthens that value. AI Value Creation Requires Clear Trade-Offs The early AI rush encouraged experimentation at enormous speed. Teams pushed products, consumed tokens, worked weekends, and pursued the possibilities created by rapidly changing technology. Shagory describes attending conferences where leaders talked about pushing their teams to produce more and "token max," yet he rarely heard them clearly articulate what the company intended to do and, equally important, what it had deliberately decided not to do. That second decision is where strategy becomes important. AI expands the number of things a company can attempt, but it does not expand attention, capital, leadership capacity, or customer demand at the same rate. Prioritization therefore becomes more important, not less. A company might use AI for generation, categorization, development, customer analysis, or internal automation. Each application may be technically possible, but technical possibility does not mean each one deserves investment. For every proposed AI initiative, identify the customer or business outcome it should improve and what the organization is willing to deprioritize in exchange. This approach changes AI adoption from experimentation for its own sake into a portfolio of deliberate business bets. It also forces leaders to acknowledge opportunity cost. A team spending months developing one AI capability is choosing not to direct those same people, resources, and attention somewhere else. Faster development does not eliminate that trade-off. AI Value Creation Exposes Busy Work Broadhead raises an organizational problem that predates AI: people can work extremely hard without moving customer or company value forward. Employees may be busy every day, completing tasks and generating output, while producing little that materially changes an outcome. AI makes this problem more visible because it dramatically increases the amount of output a team can generate. A team can now produce more code, campaigns, prototypes, research, documents, and ideas in less time. Increasing the volume of work, however, does not prove that the organization has become more productive. It may simply mean that the organization is producing waste faster. Shagory therefore returns to what he calls the linchpins of value creation. Leaders need to understand what the organization does better than anyone else, which activities support that advantage, and where customers actually experience meaningful value. Once those elements become visible, teams have a clearer basis for deciding what deserves acceleration. AI can make an unfocused organization look extraordinarily productive because output can rise long before anyone proves that outcomes have improved. Without that clarity, teams can work at cross-purposes while every individual appears busy. Engineering can accelerate one direction while product moves toward another, and sales and marketing can generate more activity without improving the customer experience. AI does not automatically align those functions. In fact, increasing their speed can make misalignment more expensive. From AI Hype to Organizational Discernment The conversation also identifies an important change in how businesses are approaching AI. The initial phase was characterized by excitement and pressure to move. Organizations feared being left behind, and experimentation itself sometimes became evidence that a company was adapting. Shagory describes the beginning of the year as a period of "token maxing," when businesses were caught up in the excitement, power, and perceived magic of what the technology could accomplish. He now sees signs of a transition toward greater discernment. Companies are beginning to confront harder questions about what their experiments actually produced, what customers gained, which initiatives deserve continued funding, and where automation may not be the right choice. That transition matters because moving quickly up the wrong ladder still leaves the company in the wrong place. As Shagory observes, "Everyone's chasing or moving up a ladder, but it's not necessarily the right ladder." AI may allow an organization to unwind certain mistakes faster than before, but speed does not restore the months, attention, money, and employee energy consumed by a poorly chosen initiative. Shagory also points to the human cost of aggressive experimentation, describing teams working seven days a week as they attempted to keep pace with rapid technological change. That effort can eventually create exhaustion and burnout. For Shagory, employees remain an organization's most important resource, which means a strategy that accelerates technology while exhausting the people responsible for directing it is not a sustainable system. AI Value Creation Must Show Up in the Financial Model Eventually, the AI system reaches finance. As AI becomes embedded in products and operations, organizations need to understand its costs rather than treating the technology as an experimental budget with unlimited upside. Shagory discusses how companies are beginning to determine how inference costs should be measured. Leaders have to consider whether those costs should be understood at an aggregate level, individual product level, or product-channel level because each approach changes what they can see about the economics of the business. These questions matter because unpredictable AI costs can undermine budgeting and forecasting. A product that appears attractive when AI usage is inexpensive can become considerably less attractive when inference grows with adoption. Shagory notes that even a substantial variance in inference costs can create serious problems for a company because finance leaders may no longer know how to forecast what a product or project will actually cost. The underlying financial foundation matters just as much. Shagory describes AI as a spotlight that exposes areas where a business is weak, including fundamentals such as the general ledger and chart of accounts. Poor underlying data does not automatically become useful financial intelligence because an AI layer has been added. The business still needs coherent data if leadership expects technology to provide accurate insight. The more sophisticated the AI system becomes, the more important seemingly boring foundations become. Coherent financial data, meaningful metrics, and clear cost attribution help leaders distinguish genuine growth from expensive activity. Build the System Before You Accelerate It AI creates a genuine opportunity because many established assumptions are being reset. Large companies and small founders alike are reconsidering how products are built, how work is organized, and what customers will pay for. Shagory sees that disruption as a potential leveling field because organizations of different sizes are facing many of the same fundamental questions. The advantage does not automatically belong to the company that uses the most AI. It can belong to the organization that develops greater clarity about where technology creates meaningful leverage. Companies that understand what Shagory calls their "origin of genius," know where value is created, and can articulate their strategic trade-offs have something meaningful to accelerate. Companies without that clarity may simply move through confusion faster. The practical challenge is to connect the system from end to end: customer value informs strategy, strategy determines priorities, priorities shape AI investments, and those investments produce measurable costs and outcomes that inform the next decision. That creates a business system rather than a disconnected collection of AI experiments. AI Value Creation Also Requires Leadership Leverage Shagory's bonus recommendation provides a practical way for founders and executives to apply the same thinking personally: audit their time. He recommends recording where time is actually spent without immediately judging the results. A leader may intend to devote two hours to deep work and discover that the activity repeatedly consumes four or five hours. Another high-priority responsibility may continually receive less attention than expected because the executive is being pulled toward work that is interesting, familiar, or urgent. The audit matters because Shagory describes a founder as the company's "very first professional investor." Money is not the founder's only investment; time and attention are capital as well. Looking carefully at how those resources are allocated can reveal the same kind of misalignment that an organization may discover when evaluating its AI investments. The question remains consistent: Where is the resource going, and is that where it creates the greatest leverage? Conclusion: Faster Is Not the Same as Forward The most important question in AI adoption is becoming less technical. Organizations already know that AI can produce extraordinary amounts of work. The harder challenge is deciding which work deserves to exist. AI value creation begins when leaders identify the few activities that genuinely move the business, make explicit trade-offs around them, measure their economic impact, and use technology to increase leverage where it matters. AI can accelerate the conveyor belt, but leadership still has to decide what belongs on it. Stay Connected: Join the Developreneur Community

Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Story of Maths⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠ACEL Pro ⁠⁠⁠- ⁠⁠⁠www.alta-education.com/tsom-overview⁠⁠⁠ and ⁠⁠⁠https://www.acel.pro⁠⁠⁠For maths curriculum questions contact us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or via support@alta-education.com Get your tickets for the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠TDaPE Conference Edinburgh⁠⁠For show notes, links, and a summary episode, sign up for the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Hey! What You Reading For ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter. Mondays at 7am BST - https://tdape.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AI For Teachers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ newsletterEpisode 307: What does it take to turn curriculum thinking into something coherent, teachable and genuinely useful in the classroom?In the first episode of our curriculum mini-series, Reid Smith joins us to explore the decisions that sit behind curriculum and resource design. We discuss where the process begins, how choices are made about content, sequencing and revisiting, and how curriculum designers think about the relationship between coherence and teacher adaptation.The conversation also considers what happens when curriculum thinking moves beyond documents and frameworks and has to become something that teachers can actually use with pupils. It is a discussion about the decisions behind the curriculum before we turn, later in the series, to what happens when that curriculum reaches schools and classrooms.

Third-grade retention laws are gaining momentum—but does repeating a grade actually help struggling readers? Stacy, Donell, and Lindsay explore what the research suggests and why earlier, evidence-based intervention may be the better answer.Show NotesMore states are turning to third-grade retention policies as a way to improve reading outcomes. But as Stacy, Donell, and Lindsay discuss, the research raises an important question: Is retention itself making the difference, or are the interventions that come with it responsible for improved outcomes?In this episode, the hosts examine the complicated realities behind third-grade retention, including the social-emotional impact on students, the challenges faced by children with reading difficulties, and the role attendance can play in early literacy development.The conversation ultimately moves upstream. Rather than waiting until third grade to respond, what would happen if schools placed greater emphasis on early identification, strong Tier 1 instruction, evidence-based intervention, and educator knowledge beginning in preschool and the primary grades?In this episode:Why third grade became a major literacy benchmarkWhat research suggests about retention versus interventionThe potential social-emotional impact of repeating a gradeWhy attendance in kindergarten and the early grades mattersThe importance of identifying reading difficulties earlyHow retention policies can change adult behavior and increase supportWhy effective MTSS and strong Tier 1 instruction matterWhere schools and districts might reconsider how literacy resources are allocated

Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's reduced Ohio financing guarantee signals cracks in the AI infrastructure buildout. The handpicked topics for this week are: Marvell and Google Finalize $120 Billion Custom-Silicon Deal: Marvell secured a six-and-a-half-year agreement with Google worth close to $20 billion annually, alongside a warrant covering approximately 7% of the company. The deal extends Marvell's position across all three major hyperscalers through attach silicon: accelerators, optical and networking connectivity, memory interfaces, and near-memory compute built around the TPU ecosystem. Patrick Moorhead noted Marvell's CXL memory-pooling work signals where next-generation architecture is heading beyond current TPU designs. (The Decode) Modular Delivers on Open Compiler Promise at ModCon 2026: Modular open-sourced its Mojo compiler under Apache 2.0 and launched Modular Cloud, a platform letting enterprises arbitrate across both AI models and underlying hardware architectures. Moorhead reported the update removes device restrictions from the Max license and adds support for AWS Trainium and Qualcomm's own data center accelerators, with an alliance program set to launch by year-end. He argued the move gives Qualcomm indirect revenue exposure across every token served, extending its footprint from data center to edge, robotics, and industrial IoT. (The Decode) OpenAI Balances a Safety Push With Codex-Driven Enterprise Wins: OpenAI paused reinforcement learning for its newest model and strengthened its data-retention policies, while high-profile Codex results—including Asana compressing an estimated five-year engineering effort into two weeks—showcased its enterprise impact. Daniel Newman saw the timing as an effort to reset the narrative around safety and transparency after months of competitive pressure from Anthropic. Patrick Moorhead also examined OpenAI's use of activation classifiers, which monitor internal model activity token by token and trigger deeper review only when risks are detected—a safeguard that adds roughly 20% to inference costs. (The Decode) Texas and Pennsylvania Tighten Rules on AI Data Center Development: Governors in both states issued new restrictions within two weeks of each other, with Texas pausing new approvals pending an audit, and Pennsylvania adding fresh permitting requirements. Moorhead reported that at least 40% of Texas's planned data centers run on self-sustaining natural gas power and never touch the ERCOT grid. Newman connected the political friction to a communications gap, noting recent polling shows more support for a nuclear plant nearby than a new AI data center. (The Decode) Micron Commits $10 Billion to Boise Research Labs on Top of $50 Billion Fab Buildout: Micron unveiled a decade-long research lab investment in Boise, Idaho, alongside its existing $50 billion fabrication expansion, part of a CapEx program Newman noted totals roughly a quarter trillion dollars in commitments. Both hosts framed the spending as reinforcing memory's strategic status alongside leading-edge logic, with Newman citing HBM's technical differentiation as harder for competitors to replicate than standard NAND or DRAM. Moorhead pointed to Micron CEO Sanjay Mehrotra's argument that domestic memory manufacturing will determine AI leadership. (The Decode) The Flip: Is NVIDIA's Ohio Scale-Back a Capex Crack or Disciplined Structuring?: NVIDIA reduced its financing guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion, a shift Moorhead argued as the first visible sign of balance-sheet discipline overtaking the demand story. Newman countered that the adjustment is one component of a financing platform exceeding $600 billion, with the ceiling free to rise toward $350 billion as compute commitments grow. The Flip assigns Patrick Moorhead and Daniel Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) Micron ($MU) Reclaims $1,000 for First Close Since Early July: Micron shares closed above $1,000 on Monday, August 17, with analyst price targets extending to $2,200 as HBM capacity books through 2027. Newman tied the stock's volatility to broader credit and bond-market conditions, including rising long-term Treasury yields. Moorhead noted the White House recently discouraged Apple from sourcing Chinese memory, a factor he sees supporting the move. (Bulls and Bears) Analog Devices ($ADI) Posts First-Ever $4 Billion Quarter: Analog Devices reported fiscal Q3 2026 results Wednesday, August 19, beating on revenue and EPS with a Q4 guide above consensus. Moorhead noted the company's data center business, filed under its communications segment, grew 84%. He argued Analog Devices under-tells that story relative to peers like Coherent, which market similar exposure more directly. (Bulls and Bears) Watch the full episode at sixfivemedia.com and subscribe to the Six Five Pod so you never miss an episode. Six Five Summit: AI Unleashed runs August 25–27, fully virtual, with speakers including Marc Benioff and leaders from Snowflake, Applied Materials, and Marvell. Register at sixfivemedia.com/summit. The Decode Marvell + Google https://finance.yahoo.com/technology/ai/articles/marvell-lands-white-whale-google-072339694.html Modular Mojo 1.0 https://www.modular.com/blog/mojo-open-source OpenAI Safety Controls   https://x.com/OpenAI/status/2090165328290701800 Texas + Pennsylvania Data Center Rules https://www.reuters.com/legal/government/pennsylvania-governor-signs-order-imposing-new-rules-set-up-ai-data-centers-2026-08-18/ ; https://www.reuters.com/business/energy/texas-governor-orders-pause-new-data-center-approvals-pending-audit-2026-08-04/ Micron Boise Investment https://www.cnbc.com/2026/08/20/micron-boise-chip-fab-expansion.html The Flip FOR: https://www.wsj.com/tech/nvidia-downsizes-plans-for-250-billion-guarantee-of-openai-data-center-b56c38d3 AGAINST: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html Bulls and Bears Micron ($MU)  https://finance.yahoo.com/markets/stocks/articles/micron-reclaims-1-000-amid-015952797 Analog Devices ($ADI) https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026  

Braxton was in kindergarten when the pandemic interrupted his first year of formal reading instruction. But his mother, Kristie, soon realized there was more to his struggles. Donell Pons talks with Kristie about the years Braxton spent “hanging on,” his eventual dyslexia identification, and what changed when he finally received targeted support—just as he prepares to enter middle school.Show NotesToday's middle schoolers were just beginning their education when the pandemic disrupted classrooms across the country. For some students, that interruption came at a critical point in learning to read—and years later, foundational reading needs may still be following them into the secondary grades.Braxton was one of those beginning readers.He started kindergarten in fall 2019. When COVID closed his school the following spring, he spent the final two and a half months of kindergarten at home. That was when his mother, Kristie Nelson, a former kindergarten teacher, began noticing that something wasn't right. Braxton struggled to identify letter names and sounds, and Kristie ultimately decided to have him repeat kindergarten.But the pandemic wasn't the whole story. Kristie remembered concerns dating back to preschool, and as Braxton moved through elementary school, he continued to struggle with reading even as he found ways to compensate. He made progress. He worked hard. He was “hanging on.” And because he was never dramatically behind, the underlying problem remained difficult to see. But by fifth grade, the work had become harder and those compensatory strategies were no longer enough.In this episode of Literacy Talks, Donell Pons talks with Kristie about the journey that ultimately led to Braxton being identified with dyslexia. Kristie shares the signs she learned to recognize, how his school responded, and what began to change once instruction could target his specific needs.The results have been encouraging. With focused work on phonics and other foundational skills, Kristie reports substantial improvement in Braxton's reading accuracy. Perhaps even more telling, a child who had found reading difficult and exhausting began asking to read aloud.Now another transition is coming: middle school.Instead of spending most of his day with one teacher who understands how he learns, Braxton will move among multiple teachers and face increasingly complex reading and writing demands. An IEP, targeted intervention, and continued support will be critical as he enters sixth grade.Braxton's story is his own. But it also raises a much larger question: How many students are entering middle school with unfinished foundational reading needs—and what will it take to ensure those needs don't follow them any further?This conversation is Part 1 of The Braxton Story, a Literacy Talks series following Braxton and his family through the transition to middle school. We'll check back during his sixth-grade year to hear about his progress, the challenges that emerge, and what his experience can teach us about supporting older struggling readers.In this episode:How the pandemic interrupted the end of Braxton's first kindergarten yearThe early reading difficulties Kristie noticed before and after that disruptionHow Braxton compensated for reading difficulties through the elementary gradesWhy increasing academic demands made his struggles harder to overlookHow learning about dyslexia helped Kristie recognize what she was seeingWhat happened when his school identified his needs and targeted instruction accordinglyWhy putting an IEP in place mattered before the transition to middle schoolWhat Braxton's experience can teach us about the unfinished reading needs students may carry into the secondary grades

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.

NVIDIA mobilizes over $500 billion in third-party capital to finance AI infrastructure, Anthropic doubles down on data-center ownership and mandatory content watermarking, and Patrick Moorhead and Daniel Newman debate whether distributed AI at the edge is finally ready to accelerate, all on Ep. 315 of The Six Five Pod. The handpicked topics for this week are: NVIDIA Turns AI Compute Into an Asset Class: NVIDIA signed an MOU with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500 billion in third-party capital for AI compute financing, with NVIDIA backstopping up to 25% of individual deals. Patrick Moorhead called it a mechanism that locks partners into NVIDIA's ecosystem without technically locking them into NVIDIA on paper, while Daniel Newman framed it as smart deployment of NVIDIA's projected trillion dollars in three-year free cash flow. (The Decode) Anthropic Doubles Down on Infrastructure Control and Content Authenticity: Anthropic is moving to mandatory invisible watermarking on all Claude-generated text and images worldwide, aligning with the EU's Code of Practice on AI transparency, while also forming a data-center joint venture called Theseus Infrastructure with Macquarie Asset Management and GIC. Moorhead called the watermarking timing risky given Anthropic's ongoing trust concerns, citing data suggesting Claude's Fable 5 model has struggled to gain enterprise traction. Newman raised the "means of creation" IP problem: enterprises building proprietary products on top of Claude could see their own outputs credited to Claude instead of themselves. (The Decode) The Frontier Model Landscape Splits: xAI shipped Grok 4.6 at what the hosts characterized as frontier-tier intelligence for more than 60% less cost, while Google's Gemini 3.5 Pro slipped again to August, its third delay from a promised June launch. Moorhead noted open models have compressed the gap with frontier labs from 9-12 months to mere weeks, intensifying the price war, while pushing back on reports of "muted" internal sentiment on Gemini 4 and pointing to Google's track record inventing transformers, TPUs, and PageRank. (The Decode) Zuckerberg's "The Future Is for Everyone" Essay: Meta CEO Mark Zuckerberg published a 6,000-word essay using the word "superintelligence" 60 times, arguing for open-weight AI and zero government regulation while explicitly distancing Meta from OpenAI and Anthropic. Patrick read the essay as a positioning document aimed at Washington policymakers, timed to argue against export controls and training-checkpoint restrictions. Daniel pointed to Meta's 3 billion daily users and self-directed compute stack as the company's real advantage, even as its frontier-model leadership remains unproven. (The Decode) Intel Prices Largest All-Common-Stock US Follow-On Ever: Intel's stock offering grew from an announced $15 billion to $20 billion and finally $23 billion after the full greenshoe, drawing $100 billion in orders, more than 2,700 times oversubscribed, priced at $95 a share. Moorhead traced the raise back to CEO Lip-Bu Tan's refusal to pre-invest in 14A capacity without a confirmed customer, a stance that drew public criticism before a public reconciliation and a 10% U.S. government investment in Intel. Both hosts read Tan's personal $12 million purchase of shares as a credibility signal. (The Decode) The Flip: Will Distributed AI at the Edge Accelerate in the Next 12-18 Months?: Moorhead argued FOR, pointing to the historical pattern of compute migrating toward the point of content creation and citing new device-to-cloud routing technology like NVIDIA Switchyard as removing the sovereignty and latency barriers that kept edge AI stalled. Newman argued AGAINST, pointing to $944 billion that flowed into centralized AI infrastructure in a single week and research showing AI PC adoption is actually decelerating in 2026, with most on-device AI features still routing to cloud models in a browser tab. The Flip assigns Moorhead and Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) CoreWeave Posts Strong Beat as Depreciation Debate Intensifies: CoreWeave reported Q2 revenue of $2.58 billion, up 112% year-over-year and above consensus, alongside a smaller-than-expected adjusted loss and a backlog that grew to $104 billion, up 246% year-over-year. Moorhead pointed to contracts running through 2029 on six-year-old A100 chips as evidence a resale market has emerged around aging AI hardware. (Bulls and Bears) Nebius Group Posts 454% Revenue Growth: Nebius reported Q2 revenue of $582.3 million, up 454% year-over-year, with adjusted EBITDA turning positive at $236.2 million versus a loss in the prior year. Both hosts flagged energy access, not capital or demand, as the primary constraint facing neoclouds like Nebius. (Bulls and Bears) Lenovo Posts Record Revenue and First-Ever Billion-Dollar Profit Quarter: Lenovo reported record revenue of $26.9 billion, up 43% year-over-year, its best quarter in company history, with adjusted net income crossing $1 billion for the first time. Moorhead highlighted the Infrastructure Solutions Group's record 9.1% operating margin and an AI server pipeline that grew 157% quarter-over-quarter. (Bulls and Bears) Cisco Delivers Its Best Print in Years, Market Sells Anyway: Cisco reported $17.25 billion in revenue, up 18% year-over-year and beating estimates by $432 million, with product orders up 35% and triple-digit growth in hyperscaler AI infrastructure orders. Moorhead called out enterprise orders up 21% and public sector orders up 30% as early evidence that enterprise AI demand is starting to show up in the numbers. (Bulls and Bears) Cerebras Systems Beats on Revenue, Stock Drops 15% on Accounting Confusion: Cerebras posted record core revenue of $209.9 million, up 103% year-over-year, and raised full-year guidance to $880-890 million, but shares fell 15% after-hours as investors struggled to reconcile GAAP and non-GAAP figures around customer warrants. Newman argued the real question is whether Cerebras' inference cloud growth ramp holds up, not near-term accounting noise. (Bulls and Bears) Coherent Posts First-Ever $2 Billion Quarter: Coherent reported record revenue of $2.05 billion, up 34% year-over-year, with non-GAAP EPS up 74%. Pat noted 79% of Coherent's business is data center and communications-related, positioning the company as a direct beneficiary of hyperscaler AI capital spending across multiple photonics technologies. (Bulls and Bears) Applied Materials Posts Record Quarter, Guides Above Street: Applied Materials reported record revenue of $9.12 billion, up 25% year-over-year, with record non-GAAP EPS of $3.50 and a fourth-quarter guide of $10.25 billion, well above consensus. Moorhead pointed to the company's 13th straight quarter of gross margin expansion and its ability to compete across packaging, advanced logic, and metrology. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode NVIDIA Turns AI Compute Into an Asset Class https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital Anthropic Doubles Down on Infrastructure Control and Content Authenticity https://www.bloomberg.com/news/articles/2026-08-10/anthropic-macquarie-and-gic-form-venture-for-ai-data-centers https://www.forbes.com/sites/maryroeloffs/2026/08/11/claude-will-put-invisible-watermarks-on-ai-text-and-images-and-the-internet-isnt-happy/ The Frontier Model Landscape Bifurcates https://www.reuters.com/business/google-updates-lightweight-gemini-models-flagship-still-delayed-2026-07-21/ Zuckerberg's "The Future Is for Everyone" Essay https://www.theguardian.com/technology/2026/aug/10/mark-zuckerberg-superintelligent-ai-essay-meta Intel Prices Largest All-Common-Stock US Follow-On Ever https://www.cnbc.com/2026/08/10/intel-intc-stock-offering-ai.html The Flip Will Distributed AI at the Edge Accelerate in the Next 12-18 Months? FOR: https://www.amd.com/en/blogs/2026/ai-pc-adoption-accelerates-as-enterprises-prepare.html AGAINST: https://www.ciodive.com/news/enterprise-ai-pc-adoption-slow-2026/807704/ Bulls and Bears CoreWeave — https://www.cnbc.com/2026/08/11/coreweave-crwv-q2-earnings-report-2026.html Nebius — https://finance.yahoo.com/markets/stocks/articles/nebius-reports-second-quarter-2026-114200960.html Lenovo — https://www.reuters.com/world/china/chinas-lenovo-posts-43-jump-q1-revenue-2026-08-13/ Cisco — https://www.marketbeat.com/earnings/reports/2026-8-12-cisco-systems-inc-stock/ Cerebras — https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-fast-inference-cloud-business-nearly-quadruples Coherent — https://www.coherent.com/content/dam/coherent/site/en/documents/investors/financial-releases/2026/august-12/earnings-release-fy26-q4.pdf Applied Materials — https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-announces-third-quarter-2026-results  

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.

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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

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

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

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

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.

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