Podcasts about coreweave

In an extended interview, Nvidia CEO Jensen Huang discusses the AI infrastructure landscape and his company's investments in AI projects including OpenAI, xAI, and Coreweave. After leading the chipmaker for decades, Huang shares his perspective on the U.S. position in the AI arms race; China, he says, is not far behind. Plus, Huang weighs in on reports that Oracle is losing money on Nvidia chips, H-1B visas, and President Trump's tech policies. In Washington, CNBC's Emily Wilkins reports on the eighth day of the government shutdown.  Emily Wilkins - 04:53Jensen Huang - 17:15 In this episode:Emily Wilkins, @emrwilkinsMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia lending billions to OpenAI, xAI and CoreWeave...is the company now propping up demand for its own products? The trade on precious metals as gold and silver both hit new highs. Plus, the state of freight is not that great. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ICE raided an ASIC repair shop this week, and a look into the crystal ball for Bitcoin's hashrate at the end of the year.Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury.  **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think

Click Here To Join the BitAxe Giveaway! Welcome back to The Mining Pod! Today, Ben Harper from Luxor Technologies joins us to talk about the brutal hash rate environment as hashrate surges past 1 zettahash. For news, we break down ICE's raid on a Bitcoin miner repair shop in Pyote, Texas, Core Scientific's shareholder vote for the CoreWeave acquisition, and Tether's massive 86,000+ BTC treasury.  **Notes:** • Difficulty increased 6%, up 26% over 7 adjustments • Hashrate expected to reach 1.2 zeta by year-end • Core Scientific vote scheduled for October 30th • Tether holds 85,335 BTC worth $10.4 billion • ICE arrested 12-13 undocumented workers at TX ASIC repair shop Timestamps: 00:00 Start 04:27 Difficulty Update by Luxor 06:48 ICE raids ASIC repair shop 11:30 Hashrate Forwards 23:03 End of year Forward projections 25:41 Cleanspark Ad 26:10 Core Sci Update 28:44 Tether holds more BTC than you think

Artificial intelligence spending is hitting epic levels as Big Tech companies shell out for massive data centers to power new chatbots and other AI services. But will the spending--expected to amount to trillions of dollars in the coming years--pay off for investors? This week on our columnists roundtable, business and finance editor Alex Frangos, markets reporter Chelsey Dulaney and senior markets columnist James Mackintosh are joined by Heard on the Street tech columnist Dan Gallagher to discuss the promise of AI. They discuss the major investment deals announced by Nvidia, OpenAI, Oracle, Microsoft and Alphabet and dig into the use of debt to finance growth, including by companies like CoreWeave, which has emerged as a key player in the data-center buildout.  Plus, they separate fact from fiction when it comes to comparisons between AI and the dot-com bubble. And, finally, our panel answers a question from our previous about the tax implications of buying gold. Further Reading Spending on AI Is at Epic Levels. Will It Ever Pay Off? Debt Is Fueling the Next Wave of the AI Boom What the Dot-Com Bust Can Tell Us About Today's AI Boom CoreWeave, Meta Enter $14.2 Billion AI Cloud Infrastructure Deal Nvidia to Invest Up to $100 Billion in OpenAI Nvidia Has a Problem: Too Much Money Oracle Is the New Nvidia, for Better or Worse For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on the Street Column and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment. In this episode: Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03] What history says about the government shutdown—and how to invest [10:51] Why gold and Bitcoin are surging during the shutdown [18:19] Is Ford a buy following its major EV announcement? [21:26] Why I'm cautious on Nike—and a better stock to buy [29:34] What short sellers got wrong about CoreWeave [41:29] BlackRock is the latest Big Money energy investor [46:41] Editor's note: Last week, Frank and Daniel went live to reveal how the AI boom is breaking America's power grid… and how smart investors can turn this crisis into massive gains. (One of their stock picks is already surging!) Did you miss the event? Don't worry! Watch the replay of "AI's Power Crisis: How to Profit Before the Lights Go Out": https://secure.curzioresearch.com/ai-powerplay/event.php?utm_source=Libsyn&utm_medium=251001_cai_ai_energy_crisis_wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A) Three ThingsPfizer Pforced to Lower Prices pfor TrumpRx?CoreWeave and Meta Deal is $14BLess Bankers in the Future?B) From Gold to Greenbacks: How Bretton Woods Cemented the Dollar's ReignC) PIPS Pick Of The Day! Trade while you sleep and across time zones with Arbitrage Trade Assist. Sign up today at ArbitrageTrade.com. Arbitrage Trade is your trusted source for business, finance, and tech info.ArbitrageTrade.com#finance , #investing , #stocks , #forex , #trendingnow Support this show http://supporter.acast.com/arbitrage. Hosted on Acast. See acast.com/privacy for more information.

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Spotify-CEOs. Meta kauft bei CoreWeave. Nike-Zahlen. OpenAI vs. Hubspot, Braze, Klaviyo & Docusign. Pfizer macht Trump-Deal. Wolfspeed ist back. NVIDIA auf Rekord. Lufthansa, Asos & Hornbach fallen. Etsy fällt dank OpenAI. DraftKings & Flutter dank Robinhood. Chinesischer Gold-Riese Zijin Gold (WKN: A41KPF) hat gestern IPO gefeiert. Zijin Mining (WKN: A0M4ZR) bleibt Großaktionär. ASML (WKN: A1J4U4) hat SAP wieder als wertvollste Firma Europas überholt. Aber was machen die eigentlich genau? Und was hat das mit Intensität zu tun? Diesen Podcast vom 01.10.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Carl Quintanilla, Jim Cramer and David Faber led off the show with President Trump warning of mass federal layoffs if a government shutdowngoes into effect after midnight. On the final trading day of September and Q3, the anchors highlighted the quarter's big winners and the AI trade, including CoreWeave's $14 billion computing power deal with Meta. Jim takes you inside his new book "How To Make Money In Any Market,"which is now on sale. Also in focus: Fed speak on rates and inflation, Spotify falls on CEO changes, how to play the banks.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.

Spotify founder Daniel Ek is stepping down as CEO to become executive chairman, CoreWeave has announced a $14 billion agreement with Meta to provide computing power, and OpenAI is reportedly developing a new social media app, similar to TikTok. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to allContinue reading "Spotify Founder Daniel Ek Is Stepping Down As CEO – DTH"

Markets started Tuesday with red across the board but closed the day with gains, even with a likely government shutdown looming over the economy. A.I. stories led trading action, from Nvidia's (NVDA) new all-time high, CoreWeave's (CRWV) 11-digit deal with Meta Platforms (META), and Wolfspeed (WOLF) emerging from Chapter 11 bankruptcy. Marley Kayden takes investors through a busy day that ended the third quarter.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos comienzan analizando los nuevos aranceles impuestos por la administración Trump a la madera, los muebles y la posibilidad de tarifas al cine. Luego abordan el debate en torno al cierre de gobierno en Estados Unidos, explicando las posturas de cada partido y las fechas clave en juego. Finalmente, cierran con la noticia del acuerdo de 14 mil millones de dólares entre CoreWeave y Meta, explicando el papel de CoreWeave en la infraestructura de inteligencia artificial y cómo este movimiento refleja la creciente ola de inversiones en el sector tecnológico.

Oliebedrijven zitten met de handen in het haar. Het lijkt maar niet beter te gaan in hun sector. De olieprijs staat ook nog eens op het laagste niveau in twee maanden tijd. TotalEnergies neemt daarom maatregelen en komt volgens de Financial Times met een besparingsplan van 7,5 miljard dollar. Groot punt: ze gaan beknibbelen op de cadeautjes voor de aandeelhouders. Het aandeleninkoopprogramma wordt teruggesnoeid. Wie volgt er met maatregelen? Gaat het cadeautjesprogramma van Shell er straks aan? Dat zoeken we deze aflevering uit. Dan hebben we ook beter nieuws. Het aantal fusies en overnames trekt eindelijk aan. Na jaren van droogte weten de beursbedrijven elkaar weer te vinden. Dit kwartaal waren al die deals onderaan de streep goed voor meer dan 1 biljoen dollar. En verder hoor je over een domper bij Spotify, een familieruzie die al 23 jaar duurt, een vrouw die vanwege het piepelen van JPMorgan zeven jaar celstraf krijgt... en je komt erachter hoe we Bassie en Adriaan weer eens in de aflevering hebben weten te fietsen. Olé!See omnystudio.com/listener for privacy information.

Oliebedrijven zitten met de handen in het haar. Het lijkt maar niet beter te gaan in hun sector. De olieprijs staat ook nog eens op het laagste niveau in twee maanden tijd. TotalEnergies neemt daarom maatregelen en komt volgens de Financial Times met een besparingsplan van 7,5 miljard dollar. Groot punt: ze gaan beknibbelen op de cadeautjes voor de aandeelhouders. Het aandeleninkoopprogramma wordt teruggesnoeid. Wie volgt er met maatregelen? Gaat het cadeautjesprogramma van Shell er straks aan? Dat zoeken we deze aflevering uit. Dan hebben we ook beter nieuws. Het aantal fusies en overnames trekt eindelijk aan. Na jaren van droogte weten de beursbedrijven elkaar weer te vinden. Dit kwartaal waren al die deals onderaan de streep goed voor meer dan 1 biljoen dollar. En verder hoor je over een domper bij Spotify, een familieruzie die al 23 jaar duurt, een vrouw die vanwege het piepelen van JPMorgan zeven jaar celstraf krijgt... en je komt erachter hoe we Bassie en Adriaan weer eens in de aflevering hebben weten te fietsen. Olé!See omnystudio.com/listener for privacy information.

Is Apple serious about AI now with a new internal model?

In this episode, Mark provides insights into the fast-moving options market for Thursday, September 25th. The show highlights dominant options products from Apple to VIX, examining significant trades and market trends. Key points include VIX's lower than average volume, SPY's explosive activity, SPX closing down slightly, and notable performances in the single names category including Oracle, Core Weaver, MicroStrategy, Palantir, Amazon, Opendoor, Apple, Intel, Tesla, and Nvidia.  00:00 Introduction and Welcome 01:55 Public: Cost-Effective Options Trading 02:39 VIX Market Analysis 03:38 SPY and SPX Market Insights 05:34 Small Caps and QQQ Market Activity 06:52 Single Name Stocks: Oracle, CoreWeave, and More 11:57 Tech Giants: Apple, Intel, and Tesla 14:34 Nvidia and Conclusion --------------------------------------------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.

Send us a text00:00 - Intro00:08 - Tether's $500B Valuation00:54 - OpenAI-Nvidia $100B AI Powerhouse Deal02:10 - Stripe BuyBack at $106.7B02:48 - TikTok US Valuation at Only $14B!03:45 - Fermi's $13B IPO for AI Data Center Energy04:18 - 1X Robotics' $10B+ Valuation05:21 - Anthropic for Microsoft AI Copilot05:51 - Databricks-OpenAI $100M Enterprise Pact06:26 - CoreWeave's $6.5B New OpenAI Deal

This is a free preview of a paid episode. To hear more, visit sub.thursdai.newsHola AI aficionados, it's yet another ThursdAI, and yet another week FULL of AI news, spanning Open Source LLMs, Multimodal video and audio creation and more! Shiptember as they call it does seem to deliver, and it was hard even for me to follow up on all the news, not to mention we had like 3-4 breaking news during the show today! This week was yet another Qwen-mas, with Alibaba absolutely dominating across open source, but also NVIDIA promising to invest up to $100 Billion into OpenAI. So let's dive right in! As a reminder, all the show notes are posted at the end of the article for your convenience. ThursdAI - Because weeks are getting denser, but we're still here, weekly, sending you the top AI content! Don't miss outTable of Contents* Open Source AI* Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking):* Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video* DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents* Evals & Benchmarks: agents, deception, and code at scale* Big Companies, Bigger Bets!* OpenAI: ChatGPT Pulse: Proactive AI news cards for your day* XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap* Alibaba Qwen-Max and plans for scaling* This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SF* Vision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 preview* Moondream-3 Preview - Interview with co-founders Via & Jay* Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync* Kling 2.5 Turbo: cinematic motion, cheaper and with audio* Wan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speech* Voice & Audio* ThursdAI - Sep 25, 2025 - TL;DR & Show notesOpen Source AIThis was a Qwen-and-friends week. I joked on stream that I should just count how many times “Alibaba” appears in our show notes. It's a lot.Qwen3-VL Announcement (Qwen3-VL-235B-A22B-Thinking): (X, HF, Blog, Demo)Qwen 3 launched earlier as a text-only family; the vision-enabled variant just arrived, and it's not timid. The “thinking” version is effectively a reasoner with eyes, built on a 235B-parameter backbone with around 22B active (their mixture-of-experts trick). What jumped out is the breadth of evaluation coverage: MMU, video understanding (Video-MME, LVBench), 2D/3D grounding, doc VQA, chart/table reasoning—pages of it. They're showing wins against models like Gemini 2.5 Pro and GPT‑5 on some of those reports, and doc VQA is flirting with “nearly solved” territory in their numbers.Two caveats. First, whenever scores get that high on imperfect benchmarks, you should expect healthy skepticism; known label issues can inflate numbers. Second, the model is big. Incredible for server-side grounding and long-form reasoning with vision (they're talking about scaling context to 1M tokens for two-hour video and long PDFs), but not something you throw on a phone.Still, if your workload smells like “reasoning + grounding + long context,” Qwen 3 VL looks like one of the strongest open-weight choices right now.Qwen3-Omni-30B-A3B: end-to-end SOTA omni-modal AI unifying text, image, audio, and video (HF, GitHub, Qwen Chat, Demo, API)Omni is their end-to-end multimodal chat model that unites text, image, and audio—and crucially, it streams audio responses in real time while thinking separately in the background. Architecturally, it's a 30B MoE with around 3B active parameters at inference, which is the secret to why it feels snappy on consumer GPUs.In practice, that means you can talk to Omni, have it see what you see, and get sub-250 ms replies in nine speaker languages while it quietly plans. It claims to understand 119 languages. When I pushed it in multilingual conversational settings it still code-switched unexpectedly (Chinese suddenly appeared mid-flow), and it occasionally suffered the classic “stuck in thought” behavior we've been seeing in agentic voice modes across labs. But the responsiveness is real, and the footprint is exciting for local speech streaming scenarios. I wouldn't replace a top-tier text reasoner with this for hard problems, yet being able to keep speech native is a real UX upgrade.Qwen Image Edit, Qwen TTS Flash, and Qwen‑GuardQwen's image stack got a handy upgrade with multi-image reference editing for more consistent edits across shots—useful for brand assets and style-tight workflows. TTS Flash (API-only for now) is their fast speech synth line, and Q‑Guard is a new safety/moderation model from the same team. It's notable because Qwen hasn't really played in the moderation-model space before; historically Meta's Llama Guard led that conversation.DeepSeek V3.1 Terminus: a surgical bugfix that matters for agents (X, HF)DeepSeek whale resurfaced to push a small 0.1 update to V3.1 that reads like a “quality and stability” release—but those matter if you're building on top. It fixes a code-switching bug (the “sudden Chinese” syndrome you'll also see in some Qwen variants), improves tool-use and browser execution, and—importantly—makes agentic flows less likely to overthink and stall. On the numbers, Humanities Last Exam jumped from 15 to 21.7, while LiveCodeBench dipped slightly. That's the story here: they traded a few raw points on coding for more stable, less dithery behavior in end-to-end tasks. If you've invested in their tool harness, this may be a net win.Liquid Nanos: small models that extract like they're big (X, HF)Liquid Foundation Models released “Liquid Nanos,” a set of open models from roughly 350M to 2.6B parameters, including “extract” variants that pull structure (JSON/XML/YAML) from messy documents. The pitch is cost-efficiency with surprisingly competitive performance on information extraction tasks versus models 10× their size. If you're doing at-scale doc ingestion on CPUs or small GPUs, these look worth a try.Tiny IBM OCR model that blew up the charts (HF)We also saw a tiny IBM model (about 250M parameters) for image-to-text document parsing trending on Hugging Face. Run in 8-bit, it squeezes into roughly 250 MB, which means Raspberry Pi and “toaster” deployments suddenly get decent OCR/transcription against scanned docs. It's the kind of tiny-but-useful release that tends to quietly power entire products.Meta's 32B Code World Model (CWM) released for agentic code reasoning (X, HF)Nisten got really excited about this one, and once he explained it, I understood why. Meta released a 32B code world model that doesn't just generate code - it understands code the way a compiler does. It's thinking about state, types, and the actual execution context of your entire codebase.This isn't just another coding model - it's a fundamentally different approach that could change how all future coding models are built. Instead of treating code as fancy text completion, it's actually modeling the program from the ground up. If this works out, expect everyone to copy this approach.Quick note, this one was released with a research license only! Evals & Benchmarks: agents, deception, and code at scaleA big theme this week was “move beyond single-turn Q&A and test how these things behave in the wild.” with a bunch of new evals released. I wanted to cover them all in a separate segment. OpenAI's GDP Eval: “economically valuable tasks” as a bar (X, Blog)OpenAI introduced GDP Eval to measure model performance against real-world, economically valuable work. The design is closer to how I think about “AGI as useful work”: 44 occupations across nine sectors, with tasks judged against what an industry professional would produce.Two details stood out. First, OpenAI's own models didn't top the chart in their published screenshot—Anthropic's Claude Opus 4.1 led with roughly a 47.6% win rate against human professionals, while GPT‑5-high clocked in around 38%. Releasing a benchmark where you're not on top earns respect. Second, the tasks are legit. One example was a manufacturing engineer flow where the output required an overall design with an exploded view of components—the kind of deliverable a human would actually make.What I like here isn't the precise percent; it's the direction. If we anchor progress to tasks an economy cares about, we move past “trivia with citations” and toward “did this thing actually help do the work?”GAIA 2 (Meta Super Intelligence Labs + Hugging Face): agents that execute (X, HF)MSL and HF refreshed GAIA, the agent benchmark, with a thousand new human-authored scenarios that test execution, search, ambiguity handling, temporal reasoning, and adaptability—plus a smartphone-like execution environment. GPT‑5-high led across execution and search; Kimi's K2 was tops among open-weight entries. I like that GAIA 2 bakes in time and budget constraints and forces agents to chain steps, not just spew plans. We need more of these.Scale AI's “SWE-Bench Pro” for coding in the large (HF)Scale dropped a stronger coding benchmark focused on multi-file edits, 100+ line changes, and large dependency graphs. On the public set, GPT‑5 (not Codex) and Claude Opus 4.1 took the top two slots; on a commercial set, Opus edged ahead. The broader takeaway: the action has clearly moved to test-time compute, persistent memory, and program-synthesis outer loops to get through larger codebases with fewer invalid edits. This aligns with what we're seeing across ARC‑AGI and SWE‑bench Verified.The “Among Us” deception test (X)One more that's fun but not frivolous: a group benchmarked models on the social deception game Among Us. OpenAI's latest systems reportedly did the best job both lying convincingly and detecting others' lies. This line of work matters because social inference and adversarial reasoning show up in real agent deployments—security, procurement, negotiations, even internal assistant safety.Big Companies, Bigger Bets!Nvidia's $100B pledge to OpenAI for 10GW of computeLet's say that number again: one hundred billion dollars. Nvidia announced plans to invest up to $100B into OpenAI's infrastructure build-out, targeting roughly 10 gigawatts of compute and power. Jensen called it the biggest infrastructure project in history. Pair that with OpenAI's Stargate-related announcements—five new datacenters with Oracle and SoftBank and a flagship site in Abilene, Texas—and you get to wild territory fast.Internal notes circulating say OpenAI started the year around 230MW and could exit 2025 north of 2GW operational, while aiming at 20GW in the near term and a staggering 250GW by 2033. Even if those numbers shift, the directional picture is clear: the GPU supply and power curves are going vertical.Two reactions. First, yes, the “infinite money loop” memes wrote themselves—OpenAI spends on Nvidia GPUs, Nvidia invests in OpenAI, the market adds another $100B to Nvidia's cap for good measure. But second, the underlying demand is real. If we need 1–8 GPUs per “full-time agent” and there are 3+ billion working adults, we are orders of magnitude away from compute saturation. The power story is the real constraint—and that's now being tackled in parallel.OpenAI: ChatGPT Pulse: Proactive AI news cards for your day (X, OpenAI Blog)In a #BreakingNews segment, we got an update from OpenAI, that currently works only for Pro users but will come to everyone soon. Proactive AI, that learns from your chats, email and calendar and will show you a new “feed” of interesting things every morning based on your likes and feedback! Pulse marks OpenAI's first step toward an AI assistant that brings the right info before you ask, tuning itself with every thumbs-up, topic request, or app connection. I've tuned mine for today, we'll see what tomorrow brings! P.S - Huxe is a free app from the creators of NotebookLM (Ryza was on our podcast!) that does a similar thing, so if you don't have pro, check out Huxe, they just launched! XAI Grok 4 fast - 2M context, 40% fewer thinking tokens, shockingly cheap (X, Blog)xAI launched Grok‑4 Fast, and the name fits. Think “top-left” on the speed-to-cost chart: up to 2 million tokens of context, a reported 40% reduction in reasoning token usage, and a price tag that's roughly 1% of some frontier models on common workloads. On LiveCodeBench, Grok‑4 Fast even beat Grok‑4 itself. It's not the most capable brain on earth, but as a high-throughput assistant that can fan out web searches and stitch answers in something close to real time, it's compelling.Alibaba Qwen-Max and plans for scaling (X, Blog, API)Back in the Alibaba camp, they also released their flagship API model, Qwen 3 Max, and showed off their future roadmap. Qwen-max is over 1T parameters, MoE that gets 69.6 on Swe-bench verified and outperforms GPT-5 on LMArena! And their plan is simple: scale. They're planning to go from 1 million to 100 million token context windows and scale their models into the terabytes of parameters. It culminated in a hilarious moment on the show where we all put on sunglasses to salute a slide from their presentation that literally said, “Scaling is all you need.” AGI is coming, and it looks like Alibaba is one of the labs determined to scale their way there. Their release schedule lately (as documented by Swyx from Latent.space) is insane. This Week's Buzz: W&B Fully Connected is coming to London and Tokyo & Another hackathon in SFWeights & Biases (now part of the CoreWeave family) is bringing Fully Connected to London on Nov 4–5, with another event in Tokyo on Oct 31. If you're in Europe or Japan and want two days of dense talks and hands-on conversations with teams actually shipping agents, evals, and production ML, come hang out. Readers got a code on stream; if you need help getting a seat, ping me directly.Links: fullyconnected.comWe are also opening up registrations to our second WeaveHacks hackathon in SF, October 11-12, yours trully will be there, come hack with us on Self Improving agents! Register HEREVision & Video: Wan 2.2 Animate, Kling 2.5, and Wan 4.5 previewThis is the most exciting space in AI week-to-week for me right now. The progress is visible. Literally.Moondream-3 Preview - Interview with co-founders Via & JayWhile I've already reported on Moondream-3 in the last weeks newsletter, this week we got the pleasure of hosting Vik Korrapati and Jay Allen the co-founders of MoonDream to tell us all about it. Tune in for that conversation on the pod starting at 00:33:00Wan open sourced Wan 2.2 Animate (aka “Wan Animate”): motion transfer and lip sync Tongyi's Wan team shipped an open-source release that the community quickly dubbed “Wanimate.” It's a character-swap/motion transfer system: provide a single image for a character and a reference video (your own motion), and it maps your movement onto the character with surprisingly strong hair/cloth dynamics and lip sync. If you've used runway's Act One, you'll recognize the vibe—except this is open, and the fidelity is rising fast.The practical uses are broader than “make me a deepfake.” Think onboarding presenters with perfect backgrounds, branded avatars that reliably say what you need, or precise action blocking without guessing at how an AI will move your subject. You act it; it follows.Kling 2.5 Turbo: cinematic motion, cheaper and with audioKling quietly rolled out a 2.5 Turbo tier that's 30% cheaper and finally brings audio into the loop for more complete clips. Prompts adhere better, physics look more coherent (acrobatics stop breaking bones across frames), and the cinematic look has moved from “YouTube short” to “film-school final.” They seeded access to creators and re-shared the strongest results; the consistency is the headline. (Source X: @StevieMac03)I've chatted with my kiddos today over facetime, and they were building minecraft creepers. I took a screenshot, sent to Nano Banana to make their creepers into actual minecraft ones, and then with Kling, Animated the explosions for them. They LOVED it! Animations were clear, while VEO refused for me to even upload their images, Kling didn't care hahaWan 4.5 preview: native multimodality, 1080p 10s, and lip-synced speechWan also teased a 4.5 preview that unifies understanding and generation across text, image, video, and audio. The eye-catching bit: generate a 1080p, 10-second clip with synced speech from just a script. Or supply your own audio and have it lip-sync the shot. I ran my usual “interview a polar bear dressed like me” test and got one of the better results I've seen from any model. We're not at “dialogue scene” quality, but “talking character shot” is getting… good. The generation of audio (not only text + lipsync) is one of the best ones besides VEO, it's really great to see how strongly this improves, sad that this wasn't open sourced! And apparently it supports “draw text to animate” (Source: X) Voice & AudioSuno V5: we've entered the “I can't tell anymore” eraSuno calls V5 a redefinition of audio quality. I'll be honest, I'm at the edge of my subjective hearing on this. I've caught myself listening to Suno streams instead of Spotify and forgetting anything is synthetic. The vocals feel more human, the mixes cleaner, and the remastering path (including upgrading V4 tracks) is useful. The last 10% to “you fooled a producer” is going to be long, but the distance between V4 and V5 already makes me feel like I should re-cut our ThursdAI opener.MiMI Audio: a small omni-chat demo that hints at the floorWe tried a MiMI Audio demo live—a 7B-ish model with speech in/out. It was responsive but stumbled on singing and natural prosody. I'm leaving it in here because it's a good reminder that the open floor for “real-time voice” is rising quickly even for small models. And the moment you pipe a stronger text brain behind a capable, native speech front-end, the UX leap is immediate.Ok, another DENSE week that finishes up Shiptember, tons of open source, Qwen (Tongyi) shines, and video is getting so so good. This is all converging folks, and honestly, I'm just happy to be along for the ride! This week was also Rosh Hashanah, which is the Jewish new year, and I've shared on the pod that I've found my X post from 3 years ago, using the state of the art AI models of the time. WHAT A DIFFERENCE 3 years make, just take a look, I had to scale down the 4K one from this year just to fit into the pic! Shana Tova to everyone who's reading this, and we'll see you next week

Carl Quintanilla, Jim Cramer and David Faber led off the show with Intel, one day after the stock jumped 6%. The company has reportedly approached Apple about investing in the troubled chipmaker. President Trump is expected to sign a deal Thursday that would facilitate the sale of TikTok's U.S. operations. Starbucks ramps up its turnaround strategy, disclosing it would cut up to 900 corporate jobs and close a number of locations. Also in focus: Stocks extend losses on tech weakness, Q2 GDP jumps to 3.8%, existing home sales edged lower in August, KB Home's earnings beat,  China's BYD outsells Tesla again in the EU, CoreWeave expands OpenAI pact, CarMax tumbles. 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.

Wall Street retreated for a third straight session as stronger growth figures cast doubt on the likelihood of a November rate cut. The US economy recorded its fastest pace of growth in two years, while Treasuries gained as the data clouded the Fed’s policy outlook. In company news, CoreWeave expanded its deals with OpenAI, while Oracle extended its slide on AI concerns, marking a third day of losses. In commodities, oil pulled back from a seven-week high as investors reassessed the Fed’s rate path. Back home, Aussie shares are expected to open flat on Friday ahead of the AFL Grand Final. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

AI spending is out of control—and it's creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader. In this episode: Happy birthday to my youngest daughter! [1:08] AI spending is insane—but we're far from a bubble [2:49] The AI power crisis is coming… Are you prepared? [7:32] Why I've changed my tune on the solar sector [17:34] CoreWeave is pulling back… Should you buy? [26:17] How Alibaba went from ecommerce giant to AI leader [36:16] Make sure to join us tomorrow for our free live event! [41:09] Editor's note: September 25 at 7 p.m. ET, Frank and Daniel go live to reveal the numbers driving the AI power crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A. Save your spot for AI's Power Crisis: How to Profit Before the Lights Go Out here: https://secure.curzioresearch.com/ai-powerplay/waitlist.php?utm_source=Libsyn (Get 3 stock picks FREE when you register!) Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫英伟达的护城河，来自古董鱼。看了一晚上英伟达的护城河，强行洗脑，最后的结论是英伟达不倒，我不撤退，一直AI下去。如果哪天英伟达被颠覆了，别问我还能不能拿，因为那时候我已经跑了。大家都以为英伟达的硬件强，其实它的隐形护城河是计算平台和编程模型加网络。我们来看看英伟达的先发优势与成熟度：他的计算平台和编程模型于 2007 年推出，经过近 20 年的发展，已成为 G P U 计算的行业标准。它积累了超过 400 万开发者，形成了庞大的社区和网络效应。从英伟达的全栈优化与工具链来看，计算平台和编程模型提供了从编译器、调试器到高度优化的核心库的全套工具。这些库经过英伟达的深度优化，能充分发挥其硬件性能，开发者无需编写底层代码即可获得顶尖性能。再从开发习惯与迁移成本来看，计算平台和编程模型广泛纳入大学课程和培训项目，工程师们从小白阶段就开始接触它。企业积累了大量的 CUDA 代码和专业知识，切换到其他平台需要重写代码、重新培训员工，并面临性能不确定的风险，这种切换成本高得难以想象。这种计算平台和编程模型的关键优势之一是，随着时间的推移，它通过新的软件更新不断改进硬件。刚刚对在H100和新的Blackwell GB200 NVL72这两种版本的芯片上运行AI训练进行了基准比较，结果表明了为什么计算平台和编程模型及其软件随着时间的推移的改进如此重要。最新，CoreWeave公司给出的数据，对 NVIDIA GB300 NVL72，进行了基准测试，其每 4x的 G P U 的单位时间内跑AI的速度比16x的H100高6倍，最初可不是这个比值，通过英伟达的计算平台和编程模型的不断优化，最后达到了这个高性能。其实一直有用CUDA转换器的，然而，用过转换器的，他们以大约80%的速度转换CUDA代码，而剩下的20%必须由内核工程师手动完成，这样成本并不便宜。同样有趣的是，虽然其他公司正在结成联盟，为Nv的全栈部分建立替代方案，但是目前没有一个与英伟达竞争的联盟出现。接着是英伟达网络的护城河。关于网络，通常说纵向扩展和横向扩展这两个部分，最近火的scale across先不提了。纵向扩展指的是机架里的 G P U 能够相互连接，形成单个 G P U 节点，并使其尽可能强大。然后，横向扩展网络使这些 G P U 节点能够连接到其他 G P U 节点，并共同形成一个大型 G P U 集群，使用其专有的 N V Link和 N V switches横向扩展时，他们使用从Mellanox收购中获得InfiniBand或以太网作为次要选项。英伟达的其他对手一起搞了个 U A link联盟，它的成员包含了能想到的其他公司。U A link有 A M D 、亚马逊、谷歌、英特尔、Meta、微软、思科、苹果、Astera Labs等公司组成。但它对 A M D 来说很重要，因为与英伟达相比，其最大的缺点之一是网络。网络不仅对培训人工智能工作负载很重要，而且对推理也很重要。随着推理模型的推论变得更加复杂，拥有良好的放大和缩小是关键。同时，为了解决这一挑战，他们希望支持所有可用的替代方案。这就是为什么他们有灵活的输入输出通道。这些灵活的输入输出通道使A M D能够支持不同的标准。虽然 U A Link还很年轻，但它已经遇到了很大的挫折。起初，博通是参与的关键公司之一，但后来退了。这是一个重大的挫折，因为 A M D 现在必须依靠AsteraLabs和Marvell来生产 U A Link联盟的交换机，而 U A Link交换机要到2027年才能准备就绪。这就是为什么我们可以看到，虽然 A M D 的MI400x显卡有 U A Link Serdes，但它并没有构成一个完整的扩展网络。不过，英伟达不仅仅是在关注这一发展，因为在UALink 1.0发布一个月后，他们宣布了NVLink Fusion，从纸面上看，它打开了NVLink生态系统。这对英伟达来说是一大步，因为一位前英伟达高级员工解释说，在内部实施这一步骤是多么具有挑战性，因为Meta想在他在那里工作时将 N V Links用于他们的MTIA，而英伟达的回答是坚定的“不”。NVLink 技术模块是用英伟达自家独有的方式和芯片传递数据的，其中一部分技术至今还是英伟达独有的。有了这套技术，英伟达只能让客户用他们的芯片间连接技术。现在客户也意识到了这一点，就像那位前英伟达员工提到的，他们担心这样一来，就算自己有定制的专用芯片ASIC，也会进一步被绑在英伟达的生态系统里 ，所以 U A Link到现在依旧是个替代选择。英伟达和 U A Link这边，有个关键角色是 Astera Labs公司 —— 毕竟现在博通已经自己单干、走自己的技术路线了。现在 U A Link联盟得靠 Astera Labs 来提供交换机。英伟达很清楚Astera Labs现在是 U A Link联盟里的核心部分，可能会想办法促使Astera Labs订购更多英伟达的 NVLink Fusion；而一旦Astera Labs用了NVLink Fusion，他们能为 U A Link服务的能力就会受限，至于这么做最终能不能帮到英伟达，还得靠时间来验证。在横向扩展方面，英伟达的InfiniBand网络技术，有个替代方案是支持远程直接内存访问的以太网。英伟达也支持这个替代方案，但只把它当作“次要选项”，英伟达甚至还有个 Spectrum X 以太网平台，因为他们通过收购，拿到了Spectrum系列交换机的技术和产能。很多大型科技公司也支持以太网，原因很实在：它成本更低，早就广泛用在数据中心里，而且有多家供应商可选。现在支持 RDMA 的以太网已经获得了不少采用度，因为大型科技公司和Meta这类企业，都愿意用它来减少对英伟达的依赖。不过，此前我们虽已探讨过纵向扩展和横向扩展软件与网络这两个核心层面，但还有一个新的关键层面才刚刚兴起，那就是HBM，高带宽内存。作为人工智能加速器的核心组件之一，HBM的重要性会随着AI模型向更大规模、更复杂结构发展，而愈发凸显。目前，海力士与美光是 HBM3 内存的主要供应商，不过三星预计也将完成相关认证流程，加入 HBM3 的供应体系。当向HBM4内存过渡时，将迎来一项关键变革：HBM4 的基础芯片晶圆需采用先进的逻辑芯片制造工艺。这意味着海力士与美光无法独立完成，必须将制造环节外包给台积电；同时，这些内存厂商还需与逻辑芯片设计公司或技术授权商展开合作，方能完成它的设计工作。这一变革为 “定制化 HBM 内存方案” 创造了空间，但反过来也意味着，HBM4的利润需与台积电共享一部分 —— 毕竟其制造环节高度依赖台积电。此外，HBM4 的复杂度远高于HBM3，需将内存厂商的芯片堆叠技术与代工厂的先进制造工艺相结合，这种局面实际上对英伟达更为有利，因为英伟达此前已计划自主设计HBM4的 3 纳米芯片裸片。事实上，我并不担心专用芯片ASIC会侵占过多市场份额。多数云服务提供商选择自主研发芯片，主要源于英伟达的市场垄断与显卡产能不足 —— 这实属无奈之举，他们为了更快获取可用算力，才不得不走上自主研发之路。此次英伟达发布的 Rubin 系列 CPX 产品，核心目标便是提升 AI 的上下文推理能力。在我看来，推理领域真正的领先者，并非 ASIC 这类专用推理芯片，仍属英伟达的产品。另有一项关键问题不容忽视：数据中心可使用的电力存在限制，尤其在北美地区，电力更是必须重视的硬性约束。为何 X AI 公司能在 122 天内建成全球规模最大的算力中心？一方面，马斯克拥有全球顶尖的工程团队与执行能力；更重要的是，X AI所能获得的供电支持，在全球范围内也处于顶尖水平。当你运营现有数据中心，或计划新建数据中心时，需与电力公司合作确定固定的电力使用额度，而这一额度具有明确上限 —— 你无法随意致电电力公司，提出 “需额外增加 10% 电力” 的需求。若我们对比英伟达当前一代与下一代服务器，那么在评估H100与GB300服务器时，核心衡量标准应是 “处理同等数量的令牌时，可节省多少电力”。而英伟达每次产品更新，实际上都在推进这项电力效率优化工作。所以，我想说的是英伟达的手里牌很多，老黄这个人能力强的可怕，就算现在出来ASIC和其他 G P U 竞争对手，都是更多跟随和模仿，对所有在供应链做硬件的公司都是利好，因为总的需求变多了，可以说遍地开花。

NVIDIA is doubling down on AI dominance with massive investments across cloud, chips, and infrastructure. It struck a $6.3B deal with CoreWeave to secure long-term GPU demand, is investing $5B in Intel to co-develop custom CPUs and PC chips that pair Intel processors with NVIDIA GPUs, and is committing up to $100B with OpenAI to build data centers requiring 10 gigawatts of power. These moves lock in demand, expand NVIDIA's role across computing ecosystems, and cement its leadership in the race to scale global AI infrastructure. This and more on the Tech Field Day News Rundown with Alastair Cooke and guest host Scott Robohn. Time Stamps: 0:00 - Cold Open 0:36 - Welcome to the Tech Field Day News Rundown1:22 - Hugging Face Brings Open-Source Models to GitHub Copilot Chat3:52 - Pulumi Introduces AI Agents to Automate Infrastructure Management6:51 - Cisco DevNet is now Cisco Automation 9:12 - North Dakota to Test Portable Micro Data Centers for AI in Oil Fields12:14 - Sumo Logic Launches AI Agents to Streamline Cybersecurity Operations14:46 - Justice Department Moves to Break Up Google's Ad Business17:43 - NVIDIA's Multi-Billion-Dollar Moves Expand AI and Computing Leadership21:35 - The Weeks Ahead22:58 - Thanks for Watching the Tech Field Day News RundownGuest Host: Scott Robohn, CEO of SolutionalFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

CoreWeave (CRWV) is up over 200% since its trading debut in March, but its meteoric rise has some investors questioning whether the AI software company is due for a correction. Bob Lang bullish on CRWV, citing its strong chart and significant runway for growth. However, Lang also highlights potential concerns around customer concentration and capital needs, as well as the company's significant scaling expenses and R&D investments. Despite these risks, Lang sees opportunities for growth in the broader AI ecosystem. Lang shares two options strategies for CRWV.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bullish expectations from analysts pushed CoreWeave's (CRWV) stock higher on Tuesday's session. Wells Fargo says the company has grown "too big to ignore," while Melius Research says cloud's industry growth makes CoreWeave attractive to other companies building out their A.I. infrastructure. Marley Kayden turns to the analyst notes and explains the details driving their sentiment. Tim Biggam later offers an example options trade for CoreWeave.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the Fed front - amid a slew of speaking engagements from FOMC members today and this week... and a divergence grows between market expectations and Fed targets. Interactive Brokers' Chief Strategist Steve Sosnick and market veteran Rebecca Patterson joined the team with their volatility playbooks - before the team took a look at one beaten down sector that could be worth buying here.  Also in focus: has the AI trade peaked? Hear a fresh read on demand from the CEO of CoreWeave - fresh off a $6B deal with Nvidia... And more on what to do with Oracle shares, as Safra Catz moves from CEO to Executive Chair - and the company names 2 new CEOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft, Nvidia, and OpenAI announced multi-billion dollar investments in the UK as part of a new UK-US tech agreement, targeting the expansion of artificial intelligence and cloud infrastructure, with Microsoft committing $30 billion over four years and Nvidia providing £11 billion in resources and hardware. The agreement includes the creation of an AI growth zone in north-east England, support for new data centers, and additional investments from CoreWeave and Salesforce. The pact aims to accelerate the UK's low-carbon energy transition through investments in nuclear and sustainable energy for powering data centers, while raising considerations about water resource management.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Why the Fed doesn't care about inflation—for now… and how it's creating a goldilocks environment for asset prices. Plus, President Trump wants semiannual reporting—is it a good idea? … And the CoreWeave (CRWV)/Nvidia (NVDA) deal. In this episode: Is today's interest rate cut already priced in? [2:10] Why the Fed doesn't care about inflation—for now [8:46] We're in a goldilocks environment for asset prices [17:13] President Trump wants semiannual reporting—is it a good idea? [23:01] The smartest business decision I ever made [36:39] When AI companies go public, it's a red flag… [38:35] CoreWeave's deal with Nvidia just upended the short report [40:17] Join us for our upcoming live event on the AI power crisis! [44:29] Editor's note: Next Thursday at 7 p.m. ET, Frank and Daniel go live to reveal the numbers driving the AI power crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A. Save your spot for AI's Power Crisis: How to Profit Before the Lights Go Out here: https://secure.curzioresearch.com/ai-powerplay/waitlist.php?utm_source=Libsyn (Get 3 stock picks FREE when you register!) Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

CoreWeave, a cloud provider backed by NVIDIA, secured a $6.3 billion order for AI computing capacity, with NVIDIA agreeing to buy any unused supply through 2032. The deal highlights CoreWeave's reliance on NVIDIA, its sole GPU supplier and investor, while boosting its role in powering AI workloads. Despite strong growth—$1.21 billion in Q2 revenue, up 207% year-over-year—the company remains unprofitable, losing $290.5 million. Major contracts, including an $11.9 billion deal with OpenAI, have fueled demand and pushed CoreWeave's market value above $58 billion.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:20 - Tarboro Data Center Rebuff Tests North Carolina's Development Future5:17 - Broadcom and OpenAI Team Up for AI Chips8:53 - OpenAI and Microsoft Restructure Deal12:20 - Scattered Lapsus$ Hunters is shutting down14:59 - Google Sued by Rolling Stone Owner for AI Summaries18:26 - Anthropic Report Reveals Misuse of Claude in Cyberattacks21:31 - CoreWeave and NVIDIA Strike $6.3 Billion Cloud Deal24:44 - Microsoft Partners with Nebius in AI Cloud Deal29:16 - The Weeks Ahead31:16 - 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.

Microsoft, Nvidia, OpenAI, and Google announced multibillion-dollar investments in the UK as part of a new UK-US tech deal, including Microsoft's $30 billion commitment to AI and cloud infrastructure, Nvidia's £11 billion investment in AI chips and UK startups, and Google's £5 billion for research and development. The agreement establishes an AI growth zone in north-east England, projects thousands of new jobs, and supports new data centers and clean energy initiatives, including nuclear power, to meet growing energy demands. Additional investments from CoreWeave and Salesforce expand the UK's tech infrastructure, while US tech executives visit the UK to reinforce industry and political ties.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Lisa Martin gives her insight into all things tech, starting with clearing dialogue surrounding the TikTok trade talk conundrum and the U.S. goal to chip away Chinese ownership. She notes headwinds ahead for Nvidia (NVDA) as it tackles antitrust conflict in China, though CoreWeave's (CRWV) $6.3 billion contract with the chipmaking giant adds to its strength. On Tesla (TSLA), Lisa shares how the Mag 7 company is positioning itself as an A.I. and autonomous driving firm.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Markets are heating up with massive headlines, and today's video covers the biggest movers you need to know about. From Tesla's billion-dollar insider buy to Opendoor's explosive short squeeze and Nvidia's multibillion-dollar AI contract, we're diving deep into what these moves mean and how they connect to the broader market. Along the way, we'll look at commodities, sector trends, and the trading plan for the day, so you know exactly where to focus.The excitement is everywhere right now. The Dow, S&P, and Nasdaq are all pushing higher, gold is exploding past levels most didn't think possible, silver is surging, and oil and natural gas are climbing too. Everywhere you look, assets are breaking out. But the big question is whether this rally is sustainable—or if it's just another setup for a reversal.Here's what you'll learn in this video:➡️ Tesla's $1B insider buy: Elon Musk just bought 2.5 million shares of Tesla, signaling massive confidence. We break down what this means for the stock's trend, order block resistance, and whether that $700 price target is realistic.➡️ Opendoor short squeeze: The stock has skyrocketed over 50% in days, but history suggests these parabolic moves rarely last. Learn the 50/80 rule, why meme-stock momentum is dangerous, and how to protect yourself from giving back gains.➡️ Nvidia's $6.3B AI contract: Nvidia just signed a huge deal with CoreWeave that could reshape demand for AI infrastructure. But order blocks and technical signals show caution may still be needed in the short term.➡️ Commodity surge: Gold, silver, oil, and natural gas are all climbing fast. We'll cover what's driving the breakout and how these moves tie back into inflation, rate cut expectations, and market psychology.➡️ Breadth warning signs: Even as the S&P hits new highs, market breadth is flashing red. Fewer stocks are participating in the rally, creating dangerous divergences that could signal a pullback.➡️ Sector rotation: The only bullish sector right now is utilities, a classic “safety trade.” Learn why that shift is a warning sign for risk assets.➡️ Today's trading plan: With OVTLYR's Nine showing mixed signals, the smart move may be to sit in cash and wait for better setups. Discipline and patience are the edge.The key takeaway is that even in a market full of excitement, discipline matters more than hype. Tesla may be breaking headlines, Opendoor may be trending on Reddit, and Nvidia may be winning billion-dollar contracts, but if breadth is weak and only defensive sectors are leading, risk is higher than it looks. That's where following structured rules and tools like OVTLYR can keep you ahead of the curve.If you want to trade smarter, not harder, this breakdown will help you cut through the noise and focus on the signals that actually matter.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Mehr Analysen von uns? Deep-Dives zu Einzelaktien mit Experten? Industrie-Einblicke von Branchen-Insidern? Das alles gibt's auf unserer Deep-Dive-Plattform. Hier 1 Monat kostenlos testen: https://herohero.co/oaws/invites/VVGMROSIUA. Alphabet hat das Triple geschafft. NVIDIA hat sich selbst Umsatz durch CoreWeave geschaffen. Musk hat Tesla gekauft. Rheinmetall hat Marine-Werft gekauft. Barclays will teure Renovierung kaufen. Sonst so: TikTok & Oracle. Quartalszahlen & Trump. Ottobock. Wie investiert der erfolgreichste Staatsfonds der Welt? Und welcher ist das überhaupt? Wir klären auf. Kleiner Hint: Er ist Großinvestor bei Fisher Paykel Healthcare (WKN: 881319). Hier noch mehr Infos vom Fonds selbst: https://nzsuperfund.nz/publications/disclosures/annual-equity-listings/ Sechs neue Milliardäre auf einen Schlag. Das hat nicht KI geschafft, sondern der Farben-Gigant Nippon Paint (WKN: 858541). Diesen Podcast vom 16.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

XAI entlässt 500 General AI Tutors und sucht stattdessen spezialisierte Experten für das Training von Grok. Unitree plant einen 7-Milliarden-Dollar-Börsengang in Hongkong. Microsoft und OpenAI einigen sich auf reduzierte Umsatzbeteiligung. OpenAI baut eine Robotik-Sparte auf und sucht Experten für Weltmodelle. Microsoft legt Teams-Kartellverfahren mit der EU bei. Nvidia und Coreweave schließen einen 6,3-Milliarden-Deal ab. Google Gemini überholt ChatGPT bei weltweiten Suchanfragen dank des neuen Bildmodells. Trump schlägt halbjährliche statt vierteljährliche Earnings-Reports vor. Die VAE investieren in Trumps Krypto-Firma und erhalten Zugang zu Nvidia-Chips. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:02:21) XAI entlässt 500 Tutors (00:13:40) Unitree Robotics IPO (00:20:50) OpenAI Robotik-Sparte (00:31:20) KI-Nutzungsstudien (00:41:40) Microsoft Teams EU-Einigung (00:47:00) Nvidia-Coreweave Deal (00:50:10) Trump Earnings-Vorschlag (00:53:10) TikTok Deal-Update (00:56:00) Grok (01:11:50) Google Gemini überholt ChatGPT (01:19:20) VAE Chips-Deal Shownotes Entlassungen bei XAI: Hunderte von Mitarbeitern betroffen – businessinsider.com Chinesische Robotikfirma Unitree plant $7 Milliarden IPO-Bewertung – reuters.com OpenAI: $50 Milliarden durch reduzierte Einnahmenteilung mit Microsoft – theinformation.com OpenAI Robotics – wired.com OpenAI-Studie: Nutzung von ChatGPT - Nutzer und Zwecke – washingtonpost.com Anthropic-Wirtschaftsindexbericht: Ungleiche geografische und unternehmerische KI-Adoption – anthropic.com Microsoft entgeht EU-Strafe nach Wettbewerbsuntersuchung – ft.com Google gibt zu: Offenes Web in „schnellem Niedergang“ – theverge.com CoreWeave, Nvidia unterzeichnen Cloud-Computing-Auftrag über $6,3 Milliarden – reuters.com Rekord-Downloads: X übertrifft frühere Twitter-Zahlen – x.com Trump: Öffentliche Unternehmen sollten nicht vierteljährlich berichten – axios.com TikTok-Deal: Rahmenvereinbarung mit China erreicht, Trump und Xi entscheiden am Freitag – cnbc.com Gelenkte KI durch Musk – threads.com Google Gemini: Top kostenlose iPhone-App – 9to5google.com Alphabet erreicht $3 Billionen Marktkapitalisierung – cnbc.com In großen Geschäften: V.A.E. bekam Chips, Trump-Team Krypto-Reichtümer – nytimes.com Anthropic – theinformation.com Amazon greift Starlink an: Kuiper erreicht 1,2 Gbit/s – pcgameshardware.de Podcast Empfehlung: Kannst du so nicht sagen mit Moritz Wagner und Arne Greskowiak Kinderbuch Empfehlung: Wir Jungs vom Prinzenpark von Dennis Schröder Amazon

1:21 Oracle財報當天暴漲30+%，一吐一個月來怨氣 2:48 RPO(剩餘履約義務)暴漲3倍，大幅調高估值或質疑? 4:50 OpenAI 5年3000億合約，就是RPO暴增主因 6:58 OpenAI現金流、營收，及燒錢後的募資狀況審視 12:37 Nebius大漲，跟微軟大單有關，相比之下故事合理多了 16:10 CoreWeave主要是高檔腰斬後的反彈 17:23 ASIC VS GPU伺服器的競爭關係持續存在 19:04 OpenAI是話題核心，利多/利空新聞擴散效應強! 21:45 再一次核心觀點:「AI產業若轉折，必然從大買家開啟」 22:34 OpenAI不是上市公司，且公司誠信不良 25:32 本集小結 -- Hosting provided by SoundOn

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Tauziehen bei SAP, Kursgewinne bei Zara, einen Einbruch bei Primark und die Tierfutter-Ernüchterung. Außerdem geht es um Broadcom, Arm Holdings, Constellation Energy, Nvidia, Synopsys, Cadence Design Systems, Chewy, Alstom, Novo Nordisk, Inidtex, AB Foods, Microsoft, Amazon, Meta, Alphabet, Iren, Nebius, Coreweave, Service Now, Alibaba, WisdomTree Cloud Computing ETF (WKN: A2PQVE), First Trust Cloud Computing ETF (WKN: A2N9EF), Global X Cloud Computing  ETF (WKN: A2QPBV), Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), Affirm. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. 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 einen Paukenschlag bei Oracle, Apples neues iPhone und Nachholpotenzial bei Silber. Außerdem geht es um TSMC, Saudi Aramco, Nvidia, Nebius, Iren, Coreweave, QMMM Holdings, iShares Physical Silver ETC (WKN: A1KWPR), WisdomTree Physical Silver (WKN: A0N6XJ), WisdomTree Silver EUR Daily Hedged (WKN: A1NZLG) Equinox Gold und die Pan American Silver. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. 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

Discord Channel: https://discord.gg/pqKsMKp6SA The spotlight is on Cupertino! On today's show, we'll break down the latest Apple event and discuss what it means for the company's future profits, innovation strategy, and stock performance. Is this another game-changer or just incremental upgrades? We'll dig into the details. We'll also cover:

Oracle delivers a stunning blowout quarter driving tech stocks higher. We bring you instant analysis. Apple's iPhone event takeaways with Patrick Moorhead from Moor Insights and DA Davidson's Gil Luria. Exclusive interviews dominate the lineup: Chime CEO Chris Britt discusses fintech growth, Goldman Sachs Global Institute Co-Head George Lee shares insights from Communicopia, and CoreWeave CEO Mike Intrator talks AI demand. Rubrik CEO Bipul Sinha discusses earnings results and a key recent acquisition. Interactive Brokers Chief Strategist Steve Sosnick examines retail trading trends.

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In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. 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

Het gaat nu wel heel snel. De vorige verkoopronde is nog maar nauwelijks afgerond, en het is alweer tijd om het belang verder af te bouwen. De Nederlandse staat heeft nu nog 30,5 procent van de aandelen ABN Amro in handen, maar wil dat de komende dagen gaan verlagen naar 20 procent. De overheid maakt daarmee wel gebruik van de stevig opgelopen beurskoers van de bank. Maar ondertussen zitten er nog altijd Europese banken om zich heen te kijken voor mogelijke overnamekandidaten. Valt ABN dan straks toch ten prooi aan een concurrent? Dat vertellen we je deze aflevering. Dan hebben we ook nog even de zomer in de bol. In Londen werd namelijk de eigen verwachting gepresenteerd van mogelijk de grootste beursgang op het Damrak dit jaar. Via de afsplitsing van de ijsjestak van Unilever verwelkomen we half november de Magnum Ice Cream Company. En beleggers worden alvast warm gemaakt met de belofte van dividend. Smelten ze daarbij weg van vreugde? Of wordt die beursgang een ijskoude douche voor Unilever? In Amerika is er trouwens een Nederlands bedrijf dat de show steelt. Dat krijgt de onvoorwaardelijke liefde van beleggers na een miljardendeal. En midden in de aflevering krijgen we te horen wie de gelukkigen zijn. Vijf bedrijven uit de Midkap krijgen een promotie naar de AEX met de uitbreiding daarvan. Dus we nemen alvast heel kort door wie van de vijf de beste toevoeging is. See omnystudio.com/listener for privacy information.

On today's roundup, we have an ASIC market update from Luxor, plus American Bitcoin's debut on public markets and why one investor wants to put the freeze on the Core Scientific-CoreWeave deal. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Will with Luxor's ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin's volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific's largest active investors imploring others to vote no on the CoreWeave acquisition. Subscribe to our newsletter!  **Notes:**     50 % tariff on Chinese rigs     22 % tariff on SE Asian rigs     Difficulty target  for 1 ZH/s = 139.7 T hashes     Hash price ≈ $53.8 /TH/day     American Bitcoin surged to $13/share, fell to $6.38 Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 04:33 American Bitcoin public listing 07:10 ASIC prices 17:10 Cleanspark 17:39 Jones Research downgrades IREN 22:50 Cry Corner: Two Seas Capital

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews Welcome back to The Mining Pod! Today, Colin and Will with Luxor's ASIC Trading Desk Senior Account Manager Sarah Tang about the ASIC market landscape, including how tariffs are impacting pricing, demand, and futures orders, plus the most popular ASIC models currently. For news, they cover American Bitcoin's volatile Nasdaq debut, JonesResearch pumping the brakes on its IREN rating, and Core Scientific's largest active investors imploring others to vote no on the CoreWeave acquisition. Subscribe to our newsletter!  **Notes:**     50 % tariff on Chinese rigs     22 % tariff on SE Asian rigs     Difficulty target  for 1 ZH/s = 139.7 T hashes     Hash price ≈ $53.8 /TH/day     American Bitcoin surged to $13/share, fell to $6.38 Timestamps: 00:00 Start 02:17 Difficulty Report by Luxor 04:33 American Bitcoin public listing 07:10 ASIC prices 17:10 Cleanspark 17:39 Jones Research downgrades IREN 22:50 Cry Corner: Two Seas Capital

Bu bölümde 9 Eylül'deki iPhone etkinliğinden beklentilerimiz, AI'da geri kalma konusu, put.io sayesinde izlediklerimiz, Helldivers II oyunu ve Switch 2 üzerine sohbet ettik.Bizi dinlemekten keyif alıyorsanız, kahve ısmarlayarak bizi destekleyebilir ve Telegram grubumuza katılabilirsiniz. :)Yorumlarınızı, sorularınızı ya da sponsorluk tekliflerinizi info@farklidusun.net e-posta adresine iletebilirsiniz.Zaman damgaları:00:00 - Giriş04:45 - iPhone 17 Beklentileri18:20 - NVIDIA Çeyrek Sonuçları,29:13 - AI'da Geri Kalmak41:50 - İzlediklerimiz, put.io1:18:05 - Okuduklarımız1:45:14 - Switch 2, Donkey Kong Bananza1:59:40 - Oynadıklarımız, Helldivers II2:12:22 - Haftanın albümleriBölüm linkleri:MonoforiPhone 17 Pro DedikodularıiPhone 17 Air DedikodularıiPhone Cameras are Actually Really GoodNvidia, the asset manager, had a massive Q2 thanks to CoreWeave's rallyWhat's really happening with the hires at Meta Superintelligence LabsGary Marcusput.ioDunston Checks InSouth ParkTryingF1: The MovieThe Zone of InterestAlien: EarthThe BrutalistPhantom ThreadThe Motern MethodA Very Short History of the Israel–Palestine ConflictMaterial World: A Substantial Story of Our Past and FutureCaps LockStatus and CultureThe Railway JourneyPlatonicAlien: EarthHelldivers IIDonkey Kong BananzaSword of the SeaGorilla ManorMy Finest Work Yet

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen's Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath's SPACs the ultimate bubble signal? 28:00 – Should OpenAI staff be cashing out billions in secondaries? 33:30 – Founder raises $130M… then walks away. Is this the new normal? 36:30 – Nubank's $2.5B profit: The best FinTech in the world? 48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets? 52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb? 1:11:00 – Will AI spend really hit trillions—or is it all hype?  

¡Emprendeduros! En este episodio Rodrigo nos da una actualización de mercado donde habla del estatus del mercado, de los aranceles a las exportaciones, del reporte de inflacion y de unas bancarrotas. Nos da los reportes de ingresos de CoreWeave, Circle, Cava, JD y John Deere. Después habla de las ofertas iniciales mas grandes del año, de los deportes y Paramount y del mercado de coches electricos antes de la actualizacion de crypto donde habla del nuevo pump, de la oferta inicial de Crypto y del fraude de la semana. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

Stocks hitting more record highs: Sara Eisen, David Faber, and Carl Quintanilla discussed the latest on the markets front with Goldman's Chief U.S. Economist… Along with his response to the President's recent post railing against the company and his team's report on tariff costs. Plus: some surprising new names being floated as potential replacements for Fed Chair Powell – hear who they are this hour - along with a deep-dive on the legal landscape for big tech with a former commissioner at the FTC (as AI start-up Perplexity makes a big for Google's Chrome Browser, and Elon Musk threatens to sue Apple over antitrust concerns).  Also in focus: a series of key names on the move… The team discussed Cava and Coreweave's double-digit declines, Paramount-Skydance shares surging on little news, and what to expect from a new entrant at the New York Stock Exchange – Crypto exchange ‘Bullish', set to trade under the ticker BLSH. Plus, hear from the CEO of quantum computing darling ‘Rigetti Computing' – whose shares are up nearly *1,700%* over the last year. Squawk on the Street Disclaimer

In this episode of Market Mondays, we reflect on our experience in West Africa and discuss the powerful investment and business opportunities emerging across the continent. From infrastructure to entrepreneurship, the future of Africa is being built—and we're seeing it firsthand. We also break down how the latest U.S. job report numbers have negatively impacted the markets, and what investors should prepare for next.We give our analysis on three major companies—CoreWeave, Figma, and Terawulf—following their IPOs, and we each reveal the most disappointing and most surprising stocks of the year so far. Ms. Business joins us to drop gems on marketing, branding, taxes, and what she's bringing to the Invest Fest 2025 stage. Plus, we cover the latest changes to 529 education savings plans and offer practical advice for beginner traders just starting their financial journey.Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, also joins the show to give us a preview of what iShares by BlackRock is bringing to Invest Fest 2025. From two hands-on ETF education workshops to in-depth discussions on investing for retirement, AI, bitcoin, and shifting global markets—this is a must-watch for anyone looking to level up their investment game.Invest Fest Ticket Link (code CPA for 50% off 100 tickets and 10 Vendor Booths): https://investfest.com #MarketMondays #InvestFest2025 #AfricaRising #Coreweave #Figma #Terawulf #MsBusiness #iShares #BlackRock #StockMarket #Investing #529Plans #TradingTips #ETFs #Bitcoin #AIInvesting #FinancialLiteracy #EarnYourLeisureOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy