Podcasts about coherent

In quantum field theory, the vacuum state refers to the lowest energy state in a system. Particles are excitations above this state and carry energy, hence the term "vacuum" to refer to the state with no particles. Nothing requires this state to be unique. There may be many different field configurations that are local energy minima, and hence stable against small perturbations. A local minimum that does not globally minimize energy is called a false vacuum. While locally it looks like a stable vacuum, it is unstable and will decay to the deeper, true vacuum. If the energy barrier between the false and true vacuum is high, however, then the decay rate is exponentially suppressed and the false vacuum may be very long-lived. Analogous behavior is common in other physical systems. Open a carbonated drink and the CO₂, more stable as a gas once the pressure is released, comes out as bubbles. But the bubbles take a moment to appear, and they form on the sides of the bottle rather than throughout the liquid. A bubble has to pay an energy cost to create its surface—the boundary between gas and liquid—and small bubbles have a larger surface-to-volume [...] ---Outline:(03:53) The Standard Model predicts a metastable vacuum(06:35) Deliberately triggering electroweak vacuum decay is probably not possible(08:33) Coherent collisions(11:31) Tiny black holes(14:43) Summary(16:19) Vacuum decay beyond the Standard Model(19:36) Empirical bounds on triggering false vacuum decay(22:59) Appendix: A simple model for false vacuum decay on cosmological scales The original text contained 4 footnotes which were omitted from this narration. --- First published: June 29th, 2026 Source: https://www.lesswrong.com/posts/EvJ2fMzLQLvYooumu/destroying-the-universe-how-hard-can-it-be --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

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.

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.

Mitt i den globala AI-boomen har techjättarna stött på en stenhård fysisk vägg: koppar, kablar och elektricitet hinner helt enkelt inte med. I detta marathon-avsnitt gästas vi av Anders Storm - techprofil och tidigare VD för Sivers Semiconductors - för att djupdyka ned i den hårdvara och infrastruktur som faktiskt bygger framtidens AI.Vi kartlägger hela AI-stacken uppifrån och ned: från hyperscalernas enorma Capex-investeringar och GPU:ernas dominans, via skräddarsydda ASIC-chip och Silicon Photonics, hela vägen ner till de råmaterial som avgör om nästa generations datacenter över huvud taget kan fungera. Anders delar med sig av insikter om varför signaler med koppar inte längre räcker till över 224 Gbit/s, hur fotoner kan minska energiförbrukningen i datacenter med upp till 90% och varför Jensen Huang investerat miljarder i bolag som Lumentum, Coherent och Marvell. Vi diskuterar också den svenska börskulturen, jantelagens påverkan på tech-investeringar, och varför det ofta lönar sig att vara långsiktig om trenden är rätt. Frågan som agerar röd tråd i avsnittet är - befinner vi oss i en supercykel eller superbubbla? Delikat lyssning på dig,NicklasDe pengar som placeras kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta kapitalet. Historisk avkastning är ingen garanti för framtida avkastning. Hosted on Acast. See acast.com/privacy for more information.

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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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

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

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

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

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Rekordmarken an der Wall Street, den Traumstart des Nvidia-Jägers und Photonics-Phantasie bei POET Technologies. Außerdem geht es um Nvidia, POET Technologies, Cerebras, Goldman Sachs, Cisco, StubHub, CTS Eventim, Ford, Coinbase, Robinhood, Applied Materials, Figma, Ondas, Palantir, Infineon, Siemens, SMA Solar, Fraport, Borussia Dortmund, Biontech, Tesla, Xiaomi, Apple, Micron, Blackstone, Boeing, TSMC, Sandisk, Intel, Lumentum, Seagate, Western Digital, Ciena, Coherent, AMD, Rackspace Technology, MaxLinear, Agilon Health, Bandwidth, Aehr Test Systems, Entravision, DigitalOcean, SELLAS, Bloom Energy, Atomera, Intuitive Machines, Arteris, Vicor, SiTime, TEQ - General Artificial Intelligence UCITS ETF (WKN: A41AXG). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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

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

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

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

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

Am Donnerstagmorgen legten Beschäftigte der Coherent Laser Systems in Göttingen ihre Arbeit nieder. Zum Warnstreik aufgerufen hat die Gewerkschaft IG.Metall. Die Forderungen sind dabei klar; Felix Heipke hat sie beim Streik deutlich vernommen.

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

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

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

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

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

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

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

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

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

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen völlig verrückten Wochenstart an den Märkten, einen durchwachsenen Börsengang in Frankfurt und einen deutschen Maschinenbauer mit Zoll-Resilienz. Außerdem geht es um Alphabet, Amazon, American Airlines, Amgen, Apple, Barrick Gold, Biontech, Caterpillar, Chevron, Cisco, Coherent, ConocoPhillips, Corteva, CSG, Deere, Delta Air Lines, Echostar, Eli Lilly, ExxonMobil, Freeport-McMoRan, Gabler Group, Gea, HP Enterprise, Intuitive Surgical, Johnson & Johnson, Live Nation Entertainment, Lumentum, Meta, Microsoft, Mosaic, Newmont, Nordisk, Novo Nordisk, Nuccor, Nvidia, Occidental, Oracle, Pfizer, Powerus, Southern Copper, Southwest, T-Mobile, ThyssenKrupp, TKMS, United Airlines, Verizon, Vertiv, VW, Walmart. 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 und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über die Angst vor einem Schwarzen Montag, einen politischen Denkzettel für die Koalition in Berlin und ein Happy End für Hims & Novo. Außerdem geht es um Eli Lilly, Vertiv, Lumentum und Coherent, EchoStar, Match Group, Molina Healthcare, Lamb Weston, Paycom, Nvidia, WisdomTree WTI Crude Oil 2x Daily Leveraged ETC (WKN: A2BC41) und WisdomTree WTI Crude Oil 3x Daily Short ETC (WKN: A4AGV3). Wir freuen uns an Feedback über aaa@welt.de. Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/  Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

AI development is getting easier, but building production-ready systems remains a challenge. From vibe coding experiments at Mobile World Congress to shifts in AI silicon, networking infrastructure, and the evolving app economy, Patrick Moorhead & Daniel Newman explore what's actually changing inside enterprise technology on this episode of The Six Five Pod. The handpicked topics for this week are: MWC Recap and the Rise of "Vibe Coding": Experiments at Mobile World Congress highlighted how AI interfaces are lowering the barrier to building applications. Tools like Perplexity Computer enabled rapid prototyping of workforce tools, content systems, and market-modeling apps. While experimentation is easier than ever, production-grade systems still require security, accuracy, and operational discipline. The Collapse of Traditional Development Gatekeeping: AI-driven interfaces are reshaping who can build software. Users without deep engineering backgrounds can now quickly generate functional applications. Pat & Dan explore how this shift could dramatically increase the volume of software development while changing the role of traditional developers. AI Infrastructure and the Silicon Arms Race: AI infrastructure continues to evolve as companies compete to deliver efficient compute and networking at scale. Qualcomm is entering rack-scale inference with LPDDR-based architectures designed for efficiency, while Nvidia is investing heavily in optical networking through companies like Lumentum and Coherent to address power and scaling constraints. Intel's Push to Stay Competitive in Enterprise AI: Intel continues advancing its enterprise and carrier roadmap with technologies like Xeon 6 and the 18A process. While the company faces pressure in hyperscaler markets, it remains focused on maintaining relevance in enterprise and telecom infrastructure deployments. Apple's AI Infrastructure Challenge: Reports suggest Apple is evaluating Google Cloud to support infrastructure for future Siri capabilities. The hosts highlight the company's ongoing challenges with internal AI infrastructure development and the broader competition for AI talent. The Flip: Is AI Ending the App Economy? The weekly Flip debate takes on vibe coding. Will AI-driven development lead to an explosion of applications that disrupts traditional SaaS monetization models? Or will this shift simply upgrade the app economy with simple tools, while durable SaaS businesses focus on unique data, strong governance, and trusted platforms. AI Capex Continues to Drive Semiconductor Growth: Broadcom and Marvell continue benefiting from the rapid expansion of AI infrastructure. Demand for networking, connectivity, and high-performance silicon reflects the ongoing global buildout of AI compute capacity. Cybersecurity and AI Disruption Questions: CrowdStrike delivered strong financial results but faced investor questions about how AI could reshape the cybersecurity landscape. The discussion highlights how AI will both disrupt and reinforce security platforms. Capex Pressure and AI Investment Cycles: Amazon faced stock pressure related to the scale of its infrastructure investment, yet its Trainium chip strategy and expanding partnerships, including work with OpenAI, reinforce its long-term AI ambitions. For a deeper dive into each topic, please click on the links below. Subscribe to our channel so you never miss an episode. The Decode NVIDIA moves aggressively into optical networking supply chain https://www.cnbc.com/2026/03/02/nvidia-investment-coherent-lumentum.html Qualcomm enters rack-scale AI inference race https://www.qualcomm.com/news/onq/2026/03/ai-inference-that-scales-qualcomm-ai200-infrastructure-management-suite Intel's Xeon 6+ "Clearwater Forest" signals 18A moment https://x.com/PatrickMoorhead/status/2028751486587486675?s=20 Apple reportedly evaluating Google Cloud for next-gen Siri https://www.nasdaq.com/articles/apple-explores-deepening-google-partnership-next-gen-siri Perplexity Computer sparks new "AI operating system" narrative https://www.perplexity.ai/hub/blog/introducing-perplexity-computer https://x.com/PatrickMoorhead/status/2028089608559378846?s=20 Stripe's Billing for AI Startups https://techcrunch.com/2026/03/02/stripe-wants-to-turn-your-ai-costs-into-a-profit-center/ Bulls & Bears Broadcom earnings watch — custom AI silicon boom https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html CrowdStrike Q4 earnings https://ts2.tech/en/crowdstrike-stock-holds-steady-after-upbeat-2027-forecast-as-wall-street-sizes-up-arr/ ServiceNow CEO buys $3M of stock https://www.barrons.com/articles/servicenow-ceo-buy-stock-execs-cancel-sales-be8c597f?gaa Amazon's Extreme AI Spending Sends Stock to Worst Month in Years https://finance.yahoo.com/news/amazon-extreme-ai-spending-sends-123002260.html  

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

The AI race is no longer just about models — it's about infrastructure, security, and who controls the pipes. On this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke break down NVIDIA's $4 billion investment in optical networking leaders Lumentum and Coherent, strengthening its AI supercomputing supply chain as competition with AMD and Meta intensifies. They examine the “ClawJacked” vulnerability impacting locally hosted AI agents and what it reveals about governing high-privilege AI systems. A new paper from the Association for Computing Machinery by Mark Russinovich and Scott Hanselman raises concerns that generative AI tools could shrink the junior developer pipeline if companies fail to rethink mentorship. They also discuss reports that attackers leveraged Anthropic's Claude and OpenAI's ChatGPT during a breach of Mexican government systems, underscoring AI's growing role in cybercrime. Plus, Google folds robotics firm Intrinsic into its core business to accelerate physical AI, Accenture acquires Ookla for $1.2 billion to expand AI-driven network services, and Qualcomm outlines its AI-native wireless strategy at Mobile World Congress 2026 as the industry looks ahead to 6G.Time Stamps: 0:00 - Cold Open0:29 - Welcome to the Tech Field Day News Rundown1:20 - NVIDIA Invests $4B in Lumentum and Coherent to Power AI's Optical Future4:42 - OpenClaw Flaw Lets Malicious Websites Take Over Local AI Agents8:08 - Microsoft Leaders Warn AI May Shrink the Developer Talent Pipeline13:36 - Hacker Uses Claude and ChatGPT to Breach Mexican Government Systems16:51 - Google Moves Toward “Android for Robotics” with Intrinsic Integration20:11 - Accenture Acquires Ookla from Ziff Davis24:21 - Claude Outage Follows Surge in Demand Amid White House Dispute28:33 - Qualcomm Unveils AI-Native Wireless Vision at MWC 202632:38 - The Weeks Ahead: Upcoming Tech Field Day Events35:11 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen überraschenden Kurssprung bei Reedereien, einen Coup von Nvidia und eine Erholung beim Bitcoin. Außerdem geht es um Tui, Lufthansa, United Airlines, Delta Air Lines, American Airlines, Hensoldt, Renk, TKMS, Rheinmetall, Lockheed Martin, RTX Corporation, Northrop Grumman, Hapag-Lloyd, Maersk, Novo Nordisk, Coherent, Lumentum, BYD, Deutsche Telekom, Beiersdorf, Strategy, Coinbase, iShares MSCI World Energy Sector ausschüttend (WKN: A2PHCF), SPDR MSCI World Energy ETF thesaurierend (WKN: A2AGZ1), Euwax Gold 2 (WKN: EWG2LD) und Xetra-Gold (WKN: A0S9GB). 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 und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Ölpreis steigt, Flüssigerdgas steigt stärker. Saudi Aramco & Qatar Energy werden attackiert. Reiseaktien fallen. Chemie-Aktien fallen. Containerschiffe steigen. BYD mit Umsatzeinbruch, aber neuer Technik. NVIDIA investiert in Lumentum und Coherent. Aixtron profitiert. Hershey (WKN: 851297) setzt auf Salz statt Zucker. Seit 2017 wurden 4 Mrd. $ für die Übernahme von salzigen Marken ausgegeben. Was das mit Burnout zu tun hat? Wir klären auf. Private Credit wackelt. Apollo (WKN: A3DB5F), Ares (WKN: A0DQY4) und Blue Owl (WKN: A2PPPV) haben in den letzten 12 Monaten 30-50% verloren. Aber wie schlimm ist die Lage wirklich? Antworten gibt's von Max Schertel - dem Gründer von Finmid. Diesen Podcast vom 03.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

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

Het Midden-Oosten staat op zijn kop, nu Israël en de VS de leider van Iran hebben geliquideerd. Een conflict dat grote gevolgen heeft voor de rest van de wereld. Zo is de straat van Hormuz afgesloten, wat zorgt voor een flink hogere olieprijs. Ook de gasprijs schoot omhoog, omdat Qatar (na een Iraanse aanval) hun gasproductie heeft stilgelegd. Deze aflevering vertellen we je hoe je als belegger moet omgaan met oorlogsdreiging. Welke aandelen je even links moet laten liggen en of het terecht is dat sommige aandelen massaal worden ingeslagen. We proberen je op weg te helpen in onzekere tijden. Onzeker is ook hoe Greg Abel Warren Buffett moet doen vergeten. De nieuwe baas van Berkshire Hataway moest (voor het eerst) de kwartaalcijfers presenteren en dat was geen makkie. Ook niet omdat de resultaten nogal tegenvallen. We kijken of het Abel lukt, om beleggers te overtuigen van zijn kwaliteiten. Hoor je ook meer over Disney en Netflix. Die laatste liep weg van de overnamestrijd om Warner Bros. Discovery. Met grote gevolgen. Paramount, dat er met de buit vandoor ging, gaat zijn streamer nu combineren met die van de overnameprooi. En dat heeft enorme gevolgen voor de markt. Verder ook aandacht voor Tesla. Dat ineens meer auto's verkoopt in een aantal Europese landen. Is het herstel ingezet? Praten we je trouwens ook nog bij over ASML (dat iets nieuws gaat doen) en een grote hack bij AkzoNobel. Te gast: Corné van Zeijl, van Cardano. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Water is the most fundamental element of human life — yet it may be the most misunderstood. In this episode of Vibe Science, Ryan Alford welcomes Mario Brainovic, CEO and co-founder of Analemma Water, for a deep dive into the science of water coherence and why water quality goes far beyond filtration. Mario explains why 99% of all molecules in the human body are water, how water behaves as an electromagnetic system, and why most modern water exists in a chaotic state that doesn't optimally support biology. Drawing from nearly two decades of research and multiple double-blind studies, Mario shares evidence showing changes in brainwave coherence, mitochondrial energy production, and cellular vitality when people consume coherent water. The conversation explores how water impacts ATP, brain function, aging, and overall resilience — and why hydration may be the most overlooked lever in wellness. Topics Covered: Why “water is water” is a myth The difference between chaotic and coherent water Brainwave studies and instant neurological effects ATP, mitochondria, and cellular energy Why filtration alone doesn't solve the problem Listening to thirst and hydration intuition Simple ways to improve foundational health This episode reframes hydration as a core wellness strategy, not a background habit. Episode Sponsors  Give your caffeine a flavor upgrade with 5-hour ENERGY® shots. Get yours in-store and online at www.5hourENERGY.com or Amazon today. Connect & Learn More

This week on The Education Gadfly Show, we're joined by Elliot Regenstein, partner at Foresight Law + Policy and author of Readiness: Preparing State Early Childhood Systems for a Brighter Future, to talk about early childhood education and care—and why state systems are so often fragmented and hard to navigate. We discuss who makes key decisions, why coordination is so difficult, and what it would take to build more coherent early childhood systems going forward.Then, on the Research Minute, Amber Northern shares new evidence on achievement gaps across different types of schools, showing that inequality has grown fastest in traditional public schools, while charter schools show more positive trends over time.Recommended content:Readiness: Preparing State Early Childhood Systems for a Brighter Future —Elliot RegensteinThe Best American School System —Tim Daly, The Education DalyThe Nation's Achievement Inequality Report Card: An Assessment of Test Score and Equality Trends in Traditional Public, Charter, Catholic, and Department of Defense Schools —M. Danish Shakeel, Misty Gallo, and Patrick J. Wolf, EdWorkingPapers (2026)Feedback Welcome: Have ideas for improving our show in 2026? We would love to hear them. Send them to thegadfly@fordhaminstitute.org

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

In this powerful episode of Unstress Health, Dr Ron Ehrlich is joined by physician, researcher, and pioneer of integrative medicine

Love to hear from you; “Send us a Text Message”Start with this unsettling claim: You weren't born in the wrong body—you were born in the wrong culture. From there we dig into why so many young people feel disoriented, how institutions amplify that confusion, and what it takes to rebuild a sane, humane vision of the human person. Our guest, Daniel Gallagher of Ralston College, brings a rare mix of philosophical clarity, pastoral sensitivity, and classroom experience to a debate that often devolves into slogans.We map the core of gender ideology—the move to treat sex as secondary—and contrast it with a Christian anthropology that insists the body reveals the person. We confront the cultural pressures on kids: pornography in schools, policies that erode innocence, and a vocabulary—like “gender dysphoria”—that can be stretched to fit activism more than care. A recent New York verdict for a detransitioner underscores the stakes and the need for honest medicine, founded on the truth and do no harm!! Here is the link to Bishop Thomas' letter: https://s3.us-east-2.amazonaws.com/toledodiocese/redactor/BISHOP-THOMAS-RESPONSE-ON-GENDER-2025-FINAL2.pdfHere are some personal links for Daniel Gallagher! Professional webpage: https://www.ralston.ac/people/daniel-gallagherEmail: ralstoncollege@ralston.acMedium profile: https://medium.com/@frdbg70Support the show

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