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The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 00:04 China's Kimi and Qwen Put Frontier AI on Notice00:08 Washington Debates Whether Chinese AI Models Should Be Banned 00:17 Can America Build a Profitable Open-Weight AI Champion? 00:21 OpenRouter's Moment: Is This the Perfect Time to Sell? 00:31 Fireworks' $1.5B Raise Signals the Real AI Money Is in Infrastructure 00:39 Why Every Great AI App May Need to Build Its Own Model 00:50 Stripe's Bold Play to Buy PayPal 01:01 The AI Funding Frenzy: Why Late-Stage Venture Is Winning 01:12 Nuclear Startups Go Wild While Databricks and Stripe Stay Private 01:15 The AI Supply Chain War: TSMC, ASML, DRAM—and Nvidia's Next Move
This week on Market Mondays, we break down the biggest stories shaping the markets and answer the investing questions everyone is asking.We discuss whether DRAM has finally bottomed, if Micron's pullback is an opportunity, when gold could become a buy again, and why Apple and Eli Lilly continue to outperform. We also examine Oracle, SpaceX, Netflix, McDonald's, and the stocks we'd hold for the next 10–15 years.We also cover trading strategy, market bottoms, futures trading, portfolio construction, oil prices, AI competition from China's Kimi K3 model, and the biggest investing lessons of the year. Plus, MG The Mortgage Guy joins us to break down the latest in real estate, mortgages, housing affordability, interest rates, and what buyers and investors should be watching in today's market.If you're serious about building long-term wealth through investing and real estate, this is an episode you don't want to miss.#MarketMondays #Investing #StockMarket #RealEstate #MGTheMortgageGuy #IanDunlap #EarnYourLeisure #Stocks #WealthBuilding #Finance #Trading #Gold #Micron #SpaceX #Apple #OracleAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Depuis l'automne dernier, le prix de la mémoire vive ne grimpe plus : il s'envole. Les fabricants répètent que cette tension restera temporaire, le temps d'ouvrir de nouvelles usines. Mais une analyse de Bank of America, relayée le 12 juillet par le quotidien taïwanais Commercial Times, fragilise ce discours. Elle paraît alors que Samsung, SK Hynix et Micron sont visés en Californie par une plainte collective les accusant d'avoir organisé cette rareté.La Corée du Sud affiche ses ambitions. Le président Lee Jae-myung veut doubler les capacités nationales d'ici 2030, notamment grâce aux mégasites de Samsung à Gwangju et de SK Hynix dans le Jeolla. Bank of America estime qu'après déduction des anciennes lignes arrêtées pour modernisation, la capacité coréenne en wafers (les plaques de silicium servant à fabriquer les puces) progresserait de moins de 10 % par an.Un professionnel taïwanais affirme que SK Hynix ne mettrait en service qu'un sixième des ajouts prévus d'ici 2028. Construire une usine de semi-conducteurs exige du temps : cinq ans pour les fondations, trois à quatre années supplémentaires pour les salles blanches et les machines, puis près d'une décennie pour l'écosystème complet. Le patron de SK Hynix prévient d'ailleurs que 2027 sera la pire année de l'histoire du secteur. La plainte déposée le 25 juin accuse les trois groupes d'avoir profité du basculement vers la HBM, une mémoire empilée indispensable aux accélérateurs d'intelligence artificielle, pour réduire l'offre de DDR4 et de DDR5. Chaque bit de HBM mobilise environ trois fois plus de silicium qu'un bit de DDR5 : produire davantage pour l'IA signifie fabriquer moins pour le grand public.Les plaignants évoquent une hausse de la DRAM d'environ 700 % en quatre ans. Ils devront prouver une coordination, une procédure comparable ayant échoué en 2018. Le passé nourrit les soupçons : Samsung et Hynix avaient déjà été sanctionnés pour entente dans les années 2000. En France, un kit de 32 gigaoctets de DDR5-6000 est passé d'environ 75 euros à l'été 2025 à près de 300 euros en juin. Les projections annoncent encore deux fortes hausses successives, sans répit avant 2028. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Seleção espanhola pressionou o jogo inteiro, mas não conseguiu marcar no tempo normal.
Another exciting week is in the books, and the markets certainly gave traders plenty to talk about. In this week's Trading Week Wrap Up!, we'll break down the biggest financial stories that moved markets, from the powerful rebound in memory chip stocks to another surge in crude oil prices and the latest developments surrounding Netflix. The market continues to send mixed signals... Technology remains resilient, energy is heating up again, and investors are trying to determine whether this bull market still has fuel left in the tank. On today's show, we'll discuss: The memory stock bounce – Is the semiconductor rally back on track, or is this simply a relief rally? We'll examine what's driving renewed optimism in DRAM and AI-related chipmakers. Oil's latest surge – What's behind the move in crude oil, and what could it mean for inflation, energy stocks, and the broader economy? Netflix – We'll look at the latest news surrounding the streaming giant and discuss whether the stock still deserves its premium valuation. The week's biggest market movers – From technology to commodities, we'll connect the dots between the headlines and the price action. As always, I'll share my thoughts on the overall market environment, discuss what sectors I'm watching most closely, and highlight potential opportunities heading into next week. Because every Friday isn't just about reviewing what happened... It's about preparing for what comes next. Listen now:
芯片突围难在哪？国产DRAM如何从2008年危机中埋下伏笔？AI能否助中国换道超车？亲历者周德金博士揭秘国产半导体二十年突围之路。02:10 回顾与思考：中国经济危机对中国半导体产业的影响04:16 中国集成电路行业的春天：从经济危机到长鑫的遗产06:27 从技术到管理：一个年轻人在科技行业的成长之路08:40 上帝视角：在企业中判断优先级，选择最有价值的项目10:46 清华研究院创新平台：服务企业技术创新与创业的一站式支持12:59 专利技术的商业化之路：高校与企业的认知差异与挑战15:41 高校与企业合作的挑战与机遇：装备与芯片产品的不同周期挑战18:16 清华园创业的机遇与挑战：平台的价值定位和服务内容解析21:01 疫情下的半导体供应链断裂与再连接23:44 中国半导体行业：自主可控的挑战与前景展望26:24 AI与半导体：三四年的发展，仿佛十年之久，AI占据芯片产业半壁江山！29:02 江苏创业者的福音！一站式服务助力企业成长，走向资本市场！合作洽谈添加微信: xinpianjiemi01(添加请备注：粉丝)发布平台：微信公众号|雪球|今日头条|微博|bilibili|知乎|百家号|搜狐号|腾讯新闻|喜马拉雅|小宇宙|苹果播客|网易云|云听|视频号|Youtube|抖音|快手|小红书|支付宝欢迎粉丝们积极在评论区和我们留言互动哦，同时欢迎大家提出你们最想知道的芯片问题，优质提问将有机会得到产业大咖一对一解答！千万别错过~
The hype has faded... Now comes the big question. After months of relentless selling, many space stocks have fallen sharply from their highs. The excitement surrounding commercial space, satellite communications, launch providers, and the blockbuster SpaceX IPO has cooled dramatically, leaving investors wondering: Is this the buying opportunity everyone's been waiting for... or is there still more downside ahead? In today's episode, we answer a viewer question by taking a deep dive into the space sector and separating the companies with real long-term potential from those that may have simply ridden the hype train too far. We'll discuss: Why space stocks have sold off so aggressively Whether valuations are finally becoming attractive How SpaceX's public debut has changed the competitive landscape Which factors could drive the sector's next major move How I would approach investing in the space economy today Because great industries don't always produce great investments... Price still matters. We'll also update the TraderMerlin trade sheet with a new position in the DRAM sector, discussing why memory chips have become one of the hottest areas of the semiconductor market. With AI demand exploding and data centers requiring enormous amounts of high-bandwidth memory, is this the beginning of another major opportunity? I'll break down: Why I'm looking at DRAM now The technical setup behind the trade My risk management plan What would invalidate the trade As always, we'll wrap up with today's market action and the key themes I'm watching as we head into the next trading session. Listen now:
Send us Fan MailIn this Season 7 episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested battle between DRAM and AIQ, pitting two AI boom focused ETFs against each other, and asking if it's better to invest in the software, or the hardware. Program judges Shana Sissel from Banríon Capital Management and John Davi at Astoria Investment Management analyze this audience requested AI Boom ETF matchup. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!#ETF #ai #investing FREE WEBINAR JULY 23Grab your free seat for July 23 and learn how to de‑risk your portfolio before the next downturn hits — register now at https://www.etfguide.com/safety
When a blue-chip stock suffers a sharp selloff, every investor asks the same question: Is this a buying opportunity… or a value trap? In today's episode, we tackle a viewer question about IBM after its dramatic decline. Has Wall Street overreacted, creating an attractive entry point? Or has the market uncovered deeper problems that investors shouldn't ignore? We'll break down: What caused IBM's sharp selloff Whether the fundamentals have actually changed Key technical support and resistance levels How to evaluate buying opportunities after major price declines What long-term investors and traders should be watching Sometimes the best opportunities come when fear takes over the market… But not every dip is worth buying. We'll also answer a viewer question about DRAM and why it's become one of the hottest areas in the semiconductor industry. We'll discuss: What DRAM memory is and why it matters How AI is driving demand for memory chips The companies benefiting from the boom Whether the semiconductor rally still has room to run Finally, we'll wrap up with today's market action, highlighting: The biggest movers Sector rotation Investor sentiment What today's price action could mean for tomorrow's trading session Because great trading isn't about chasing headlines... It's about understanding the story behind the move. Listen now:
The Mag 7 is not forgotten - 4 of the 7 are beating the S&P over 1 year. $GOOG has nearly doubled and is still 20%+ off it's price target. These stocks are still in my portfolio. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - get my 4 hour algorithm included on any annual plan.Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL GET ACCESS TO THE TOP 2026 2H EVENT FREE ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 EPISODE SUMMARY
Este podcast contiene una selección premium de novedades nacionales con los estrenos de Anabel Lee y Killin' Cactuz y todo esto. ARDE BOGOTÁ - Bigger SplashLA M.O.D.A. - No Te Necesito Para Ser Feliz (ft Repion)VEINTIUNO, REPION - Perder Los ModalesPACÍFICA - End Of Beginning (Djo Cover)MAITEQUIERO - Fotos y PostalesKILLIN' CACTUZ - JPEGCUPIDO - OuchANABEL LEE - WilsonRUTO NEON - Bailar LlorandoSIENNA - AfiladoLA JVNTA - Nunca PasóMEMOCRACIA - Heridas de JuventudDEAR JOANNE - No Te AtrevesESCANDALOSO XPÓSITO & GRAVY - OLD & FATBAIUCA, CARLOS ARES - NoitadaLOVE OF LESBIAN & JUDIT NEDDERMANN - OjaláD.DRAMÁTICO - Saudade do EmbruxoEscuchar audio
Face à la flambée des prix de la mémoire, Apple cherche de nouvelles marges de manœuvre. Selon le Financial Times, le groupe a commencé à tester les puces DRAM du fabricant chinois ChangXin Memory Technologies, plus connu sous le nom de CXMT. La DRAM est une mémoire vive utilisée dans les smartphones, les ordinateurs et de nombreux appareils électroniques. Apple ne se contente donc plus de discuter avec le fournisseur chinois : l'entreprise aurait engagé une véritable phase de qualification technique. Ces essais doivent déterminer si les composants de CXMT répondent à ses exigences de performance, de fiabilité et de production à grande échelle.Cette évaluation ne signifie pas qu'un contrat a déjà été signé. Elle permet néanmoins à Apple de préparer une solution de remplacement. En cas de pénurie ou de nouvelle hausse des prix, le groupe pourrait mobiliser plus rapidement ce fournisseur, sans devoir reprendre l'ensemble des tests depuis le début. CXMT occupe désormais une place importante sur le marché mondial. L'année dernière, l'entreprise représentait environ 11 % des capacités de production de wafers DRAM, ces grandes plaques de silicium sur lesquelles sont fabriquées les puces. Elle se classait derrière Samsung, SK Hynix et Micron. Sa part pourrait atteindre 15 % d'ici 2028 grâce à de nouvelles usines à Hefei, Shanghai et Pékin.Pour Apple, diversifier ses sources devient d'autant plus stratégique que les prix contractuels de la DRAM standard auraient progressé de 55 à 60 % au début de 2026. Les serveurs dédiés à l'intelligence artificielle absorbent une part croissante des capacités autrefois réservées à l'électronique grand public. Mais le dossier est aussi géopolitique. CXMT figure sur une liste du Pentagone recensant des entreprises soupçonnées de liens avec l'armée chinoise. Cette inscription n'interdit pas aux groupes américains d'acheter ses puces, contrairement au régime plus contraignant appliqué à YMTC, autre fabricant chinois placé sur l'Entity List du département du Commerce.Apple chercherait donc à éviter que CXMT subisse le même sort. Tim Cook aurait défendu auprès de l'administration américaine l'idée d'utiliser ces mémoires uniquement dans les appareils vendus en Chine. Cela permettrait de réserver davantage de composants Samsung, SK Hynix et Micron aux autres marchés. La stratégie rappelle une tentative menée en 2022 avec YMTC, finalement abandonnée sous la pression politique. Cette fois encore, aucun accord n'est garanti. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
Craig Durr, Chief Analyst and Founder at The Collab Collective, discusses his revised five-year video conferencing device market forecast and why he has taken his compound annual growth rate prediction down from roughly 6% to just under 3%.• The "triple replacement wave": Windows 10 to 11, Android 10 to 12, and ageing BYOD devices are driving room refresh priorities across enterprises• Budget compression: rising DRAM costs are pushing device prices up, meaning IT teams can refresh fewer rooms with the same budget (for example, 85 rooms instead of 100)• How the Mythos AI model creates an unexpected new variable. Cisco reviewed over a billion lines of code, and upcoming network infrastructure refreshes could pull budget away from collaboration devices• Regional outlook: North America stays competitive, EMEA remains strong, and Asia Pacific (including India) emerges as a key growth opportunity• AI in the room: the "brain in the room" concept is driving excitement, but feature velocity continues to outpace adoption• OEM competition: with more vendors entering a slower-growing market, management platforms and support models are becoming key differentiatorsThanks to Nuwave, this episode's sponsor, for their continued support of Empowering.Cloud
Mon, 13 Jul 2026 21:15:00 GMT http://relay.fm/upgrade/628 http://relay.fm/upgrade/628 Conspiracy to Steal Trade Secrets 628 Jason Snell and Myke Hurley Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? clean 5842 Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code upgrade26. Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Television Time App - App Store Letterboxd Ludwig (2024 TV series) - Wikipedia FileMaker Claris Apple testing DRAM chips from banned Chinese memory supplier - 9to5Mac Apple scores record 89 Emmy Award nominations - Apple Apple sues OpenAI, accuses ex-employees of stealing trade secrets - 9to5Mac Apple sues OpenAI, alleging trade secret theft – Six Colors Apple-OpenAI Legal Battle Highlights Tensions Over AI Hardware Talent Poaching - Bloomberg How Apple's Lawsuit Threatens to Disrupt OpenAI's Bid to Rival the iPhone - Bloomberg Apple's ‘Thermonuclear' Response to the OpenAI Threat - WSJ Apple Sues OpenAI, Apple's Real Problem – Stratechery by Ben Thompson Apple's Chip Plans: M6, M7 Pro, M7 Max, M7 Ultra, M8 Details; Touch MacBook Pro - Bloomberg Double Ender Friend of the Show: Tom Holland Meets Tom Holland to Chat All Things The Odyssey - The Rest is History - YouTube
Mon, 13 Jul 2026 21:15:00 GMT http://relay.fm/upgrade/628 http://relay.fm/upgrade/628 Jason Snell and Myke Hurley Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? clean 5842 Inside Apple's OpenAI lawsuit: How do trade secrets conflict with expert knowlege, was there a concerted effort to steal secret documents to kickstart OpenAI hardware, and how does Apple's own vulnerability inform the whole situation? This episode of Upgrade is sponsored by: Fitbod: Get stronger, faster with a fitness plan that fits you. Get 25% off your membership. ExpressVPN: High-Speed, Secure & Anonymous VPN Service. Sentry: Mobile crash reporting and app monitoring. New users get $100 in Sentry credits with code upgrade26. Links and Show Notes: Get Upgrade+. More content, no ads. Check out Upgrade merch! Submit Feedback Television Time App - App Store Letterboxd Ludwig (2024 TV series) - Wikipedia FileMaker Claris Apple testing DRAM chips from banned Chinese memory supplier - 9to5Mac Apple scores record 89 Emmy Award nominations - Apple Apple sues OpenAI, accuses ex-employees of stealing trade secrets - 9to5Mac Apple sues OpenAI, alleging trade secret theft – Six Colors Apple-OpenAI Legal Battle Highlights Tensions Over AI Hardware Talent Poaching - Bloomberg How Apple's Lawsuit Threatens to Disrupt OpenAI's Bid to Rival the iPhone - Bloomberg Apple's ‘Thermonuclear' Response to the OpenAI Threat - WSJ Apple Sues OpenAI, Apple's Real Problem – Stratechery by Ben Thompson Apple's Chip Plans: M6, M7 Pro, M7 Max, M7 Ultra, M8 Details; Touch MacBook Pro - Bloomberg Double Ender Friend of the Show: Tom Holland Meets Tom Holland to Chat All Things The Odyssey - The Rest is History - YouTube
Prosper Trading Academy's Scott Bauer walks us through today's tech-centric Big 3. He highlights the AI memory trade through Western Digital (WDC) and the Roundhill Memory ETF (DRAM), along with Valero Energy (VLO) and the slow but steady rise the company has seen. Scott offers example options trades for his picks while Rick Ducat takes us through the stock charts.======== 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
Sergio Pérez y Alma Espinosa hablan del ciclo de FlixOlé y los estrenos en streaming en plataformas como Prime Video, Movistar Plus, Filmin y Netflix.
Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el momento de los mercados bursátiles en Estados Unidos, el estado de los bonos, el crudo y las divisas, en un contexto marcado por renovadas tensiones entre Donald Trump e Irán, la cumbre de la OTAN, y el mercado de la tecnología y los semiconductores que venían atravesando subidas importantes pero que de momento atraviesan una corrección. “Es normal que el mercado tome oxígeno, se replantee las valoraciones, pero viendo los números realmente y la demanda también parece que vamos a continuar con la fiesta” señala el invitado. Valoración de Micron y Sk Hynix con Ignacio Vacchiano El sector de los semiconductores se alza como el principal motor de la economía digital y la inteligencia artificial. Desde comienzos de año, el auge de los modelos de IA agéntica, capaces de actuar de forma autónoma, ha disparado la demanda de chips (semiconductores) para procesamiento y memoria, convirtiendo el sector en el gran favorito de los inversores. Líderes en producción a gran escala y bajo coste, los fabricantes asiáticos han estado entre los principales beneficiados. En este contexto, Vacchiano señala que “la compañía está cotizando unos múltiplos muy baratos, cotizando a 7 veces beneficios de 12 meses” por otro lado también apunta a Micron “cotiza 9 veces, tiene más del 50% del market share en los chips de memoria de banda ancha, que es lo que realmente está demandando Nvidia y otros semiconductores que hacen chips para la inteligencia artificial” Income shares ligados con el subyacente de SpaceX En un contexto marcado por la volatilidad de los mercados, el country manager en Iberia de Leverage Shares, Ignacio Vacchiano, sugiere que es muy importante diversificar “mirar a sectores que estén ahora muy baratos, como el sector de la salud, etc” así mismo nos cuenta de una alternativa que en europa resulta dar buenos resultados, y es que que, se han lanzado los Income Shares Ligados con el subyacente de SpaceX, que te dan dividendos todos los meses, pero también hemos sacado un Income Shares de DRAM memories, es decir, de todas las memorias de DRAM que están ahora de moda como Micron, SK Hynix, Samsung. Vacchiano señala que con estos modelos de negocio lo que hacen es dar la posibilidad a sus inversores de “sacar dividendos todos los meses con unas rentabilidades realmente muy buenas” y además a compartido que recientemente , han sacado el inverso apalancado, según explica es un producto diseñado para el inversor que quiera estar apalancado y que quiera estar en corto.
Are you chasing trends in the market? FOMO can cost you, but when is the right time to get in or pull out. The Revere team breaks down how to identify a sub-optimal stock and if it is better to make a move, or wait and see. Do you know which AI stocks are moving the market with their latest releases and acquisition. And what are the companies we are closely monitoring for our Grotection portfolio? Learn these secrets and more, when you tune into this episode of Revere Asset’s Your Money Radio Show podcast. In this video for educational purposes only, Don Vandenbord, Connor Bates, Todd Thomas, & Ted Zhang host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Introduction & Expanding our Bandwidth with Team Trading; the Danger of FOMO 14:15 – What’s happening with the Magnificent 7 (MAGS) 17:30 – Rebounds in the big AI players 23:00 – Should we have been chasing SpaceX (SPCX)? 28:30 – Four trades we are keeping our eyes on for the Grotection portfolio (HOOD, DELL, AMD, DRAM) 35:45 – Closing and one last check of the markets The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post IS FOMO COSTING YOU BIG? QUIT CHASING AND START PROTECTING | Your Money Podcast Ep. 598 appeared first on Revere Asset Management.
De geheugenchipprijzen gaan door het dak en dat zorgt voor heel wat opvallende scenario's op de beurzen, waar de aandelen van chipbedrijven dagelijks tientallen procenten stijgen of dalen. We bespreken wat deze hausse op werkgeheugen heeft veroorzaakt, en of er alternatieven zijn voor de chips van Samsung, SK Hynix en Samsung? Kan China de leemte vullen en gaan bigtechbedrijven softwareoplossingen vinden om minder afhankelijk te worden van werkgeheugen? Tegelijk wordt de prijs van elektronica zoals laptops en smartphones gevoelig duurder. We bespreken hoe bedrijven en consumenten hier het beste mee kunnen omgaan. In ‘IT-leider aan het woord' luisteren we naar Xavier Lombard, CEO van Leexi. De Brusselse start-up ontwikkelt een AI-notitie-app, en neemt het op tegen grote techbedrijven zonder investeringen te aanvaarden. Links: BEKIJK – Samsung en SK Hynix bouwen voor 454 miljard euro fabrieken: eindigt zo de ‘supercyclus' van DRAM? https://trends.knack.be/ai-en-tech/zuid-korea-investeert-massaal-in-bijkomende-chipcapaciteit-en-datacenters/ Geheugenprijzen swingen de pan uit: ‘Als consumenten gaan we eraan gewend moeten raken om meer te betalen voor technologie' https://trends.knack.be/ai-en-tech/technieuws/geheugenprijzen-swingen-de-pan-uit-als-consumenten-gaan-we-eraan-gewend-moeten-raken-om-meer-te-betalen-voor-technologie/ Monizze laat je nu met je smartphone contactloos via maaltijdscheque betalen: ‘Drie tot vijf keer goedkoper voor handelaars' https://trends.knack.be/ai-en-tech/technieuws/monizze-laat-je-nu-met-je-smartphone-via-maaltijdscheque-betalen-drie-tot-vijf-keer-goedkoper-voor-handelaars/ Acerta-onderzoek: ‘Publieke sector sneller in AI-adoptie dan privésector' https://trends.knack.be/ai-en-tech/technieuws/acerta-onderzoek-publieke-sector-sneller-in-ai-adoptie-dan-privesector/ Microsoft schrapt 6.400 banen https://trends.knack.be/ai-en-tech/technieuws/microsoft-schrapt-6-400-banen/ Sony wil stoppen met fysieke spelletjes, op een moment dat het digitaal eigendom zelf in vraag stelt https://trends.knack.be/ai-en-tech/technieuws/sony-wil-stoppen-met-fysieke-spelletjesdisks-op-een-moment-dat-het-digitaal-eigendom-zelf-in-vraag-stelt/ Chat Control gaat maar niet weg https://trends.knack.be/ai-en-tech/technieuws/chat-control-gaat-maar-niet-weg/ Recordboete van 4,13 miljard euro voor Google nu definitief: waarom er ook gevolgen kunnen zijn voor Gemini https://trends.knack.be/ai-en-tech/technieuws/nu-definitief-google-moet-recordboete-van-413-miljard-euro-betalen-wat-betekent-dit-voor-de-dominantie-van-gemini/ Trends is een podcastkanaal van de redactie van Trends.--- --- Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Micron Technology is benefiting from rising AI server demand for DRAM, NAND, and high bandwidth memory, which has improved pricing and mix since 2024. Stock splits increase share count and reduce price per share without changing market capitalization, cash, or operating performance, but can improve liquidity and employee equity access. Nvidia completed a 10-for-1 split in June 2024 and joined the Dow in 2024, while Broadcom executed a 10-for-1 split in July 2024; Alphabet and Amazon completed 20-for-1 splits in 2022, and Apple and Tesla split 4-for-1 in 2020 and 3-for-1 in 2022, respectively. If Micron considers a split, its board would evaluate nominal price, trading volume, employee plan design, and timing alongside earnings or capital returns. Micron's capital plans, including a Boise DRAM fab and a long-term project in Clay, New York, depend on cash flow, incentives, and debt markets rather than share price. Index effects matter primarily for the Dow's price-weighted structure, while the S&P 500 and Nasdaq 100 are market-cap weighted and less sensitive to nominal prices.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Siri appears to gain third‑party app powers in iOS 27 beta 3, Microsoft lays off almost 5,000 people, many in the XBOX devision, physical media may be dead, and maybe I don't hate Meta glasses.Member Promo Code: IWANTCHAPTERS (Click above and the $2.50 promo will be auto applied!)Top Five Tech | Stephen's PodcastCreative Effort | Jason's PodcastWatch on YouTube!Show Notes via EmailEmail Us: podcast@primarytech.fm@stephenrobles on Threads@jasonaten on ThreadsSponsors:Framer - Start creating for free at framer.com/primary and get 30% off an annual Pro plan!CleanMyMac - Get Tidy Today! Try 7 days free and use my code PRIMARYTECH for 20% off at clnmy.com/PRIMARYTECHNordLayer - Get up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: PRIMARTYTECHNOLOGY10 at: nordlayer.com/primarytechnologyLinks from the showJason's Appearance on Apple TV (at 15:21)The Official Website of Billie Jean KingSiri AI can pull info from third-party apps in the latest developer beta - 9to5MacNew Reminders IconI'm disappointed Apple will charge for AI camera features in the Home appMicrosoft lays off nearly 5,000 employees across Xbox, commercial sales | TechCrunchPlayStation finally breaks silence amid physical disc furySony erases digital content from libraries; we're reminded we don't own what we buy - Ars TechnicaApple Responds To Disappearing iTunes Movie Purchases IssueSamsung finally confirms Galaxy Unpacked for July 22 | MashableGoogle announces Pixel 11 launch event in August | The VergeNetflix dabbles in shorter video content with its new set of publisher deals with Variety, others | TechCrunchApple to increase spend with Broadcom to produce billions more U.S. chips - AppleApple testing DRAM chips from banned Chinese memory supplier - 9to5MacPocket Casts update brings three new features, including CarPlay chapter artwork - 9to5MacAnthropic is launching Claude Cowork on mobile and web | The VergeOpenAI releases new voice models for more natural live conversations | TechCrunchMeta Ray-Ban glasses brick the camera if you mess with recording light | MashableMeta is reportedly working on smart glasses that would be recording all the time | The VergeSchlage Sense Pro Review: Fastest Apple Home Lock? - YouTube (00:00) - Intro (03:12) - Jason on Apple TV (08:04) - iOS 27 Beta 3 (25:47) - Microsoft's XBOX Problem (30:21) - PlayStation Drops Physical Discs (45:20) - Sponsor: Framer (47:09) - Sponsor: CleanMyMac (48:48) - Sponsor: NordLayer (50:31) - Samsung Unpacked (52:02) - Pixel 11 Event (53:09) - Netflix Shorts (54:53) - Apple Chips and RAM (59:20) - Pocket Casts Update (01:04:09) - Claude Cowork on Mobile (01:08:55) - OpenAI Voices (01:10:25) - Meta Glasses Review (01:35:16) - 3 iPads on a Plane ★ Support this podcast ★
News and Updates: Meta's Secret "Arena" App: Zuckerberg is building a standalone prediction-markets app to rival Polymarket and Kalshi, likely using points instead of real money, separate from Facebook and Instagram. Meta's AI Reorg Backlash: CTO Andrew Bosworth admitted Meta's 6,500-person Applied AI division rollout was "atrocious," promising better communication, smaller management spans, and workplace perks after morale complaints. Employees drafted into Meta's AI unit described menial work; the company now says workers can transfer out and will get more career-growth support. Google Held Liable for AI Errors: A German court ruled Google responsible for false claims generated by AI Overviews, treating the summaries as Google's own statements rather than neutral search results. OpenAI Eyes Price Cuts: OpenAI is considering slashing token prices to compete with Anthropic as rising AI costs frustrate business customers, while also confidentially filing for an IPO. RAM Prices Set to Surge: Analysts expect DRAM prices to jump 40-50% in Q3 2026 and 30% more in Q4, driven by AI data center demand outpacing supply.
En el Manzanas Informadas de hoy repasamos dos movimientos de Apple que apuntan a una misma idea: controlar mejor sus próximos pasos en hardware.Primero, hablamos del futuro A20 Pro del iPhone 18 Pro y de una posible configuración de memoria con más ancho de banda, pensada para IA local, rendimiento sostenido y eficiencia. También repasamos la información sobre ChangXin Memory Technologies y el intento de Apple de ganar margen frente a la subida de precios de memoria.Después miramos al Apple Vision Pro, al supuesto panel G-VR de Samsung Display y a lo complicado que puede ser crear una versión más asequible sin perder aquello que hace especial al producto.Como siempre, con prudencia: hablamos de filtraciones, informes de proveedores y movimientos de cadena de suministro, no de anuncios oficiales de Apple.Redes y enlacesWeb: manzanasenfrentadas.esBluesky: @menfrentadas.bsky.socialX: @MEnfrentadasMastodon: @ManzanasEnfrentadas@mas.toThreads: @manzanasenfrentadasTikTok: @manzanasenfrentadasTelegram: @manzanasenfrentadasLa música utilizada en este episodio procede de FiftySounds: “Helado de Cereza Loop 1”. Incluir atribución musical en la descripción del episodio.Wccftech - A20 Pro y memoria LPDDR5X de seis canalesWccftech - Apple prueba DRAM de CXMTReuters - Apple busca aprobación para comprar memoria de ChangXin Memory TechnologiesFederal Register / DoD - lista 1260H de compañías chinas9to5Mac - componente del Vision Pro más barato supuestamente cancelado
The core structural shift affecting MSPs and IT service providers is a market bifurcation, where the traditional middle-ground offering—an undifferentiated blend of hardware and support—no longer matches client buying behavior. Dave Sobel referenced research from Techisle, which underscores a split between buyers seeking high-touch, managed outcomes and those opting for low-cost, self-serve technology tools. This division is further exacerbated by increasing component costs and external pressures on hardware pricing, particularly the rapidly escalating prices for memory and storage. Supporting data comes from a recent analysis of approximately 3,000 MSP websites conducted by Business of Tech. The scan found that 68% of MSPs make no mention of AI in their public-facing materials, with only about 1 in 7 offering a defined AI service. Simultaneously, reporting from both Business Insider and E2E reveals that 90% of businesses already have employees using AI tools—primarily adopted independently rather than through formal provider channels. This disconnect highlights a lag in MSP market positioning relative to how technology is actually being acquired and implemented by clients. Additional market stresses are introduced by rising hardware costs linked directly to shortages in memory and storage components. Apple's price increases for Macs and iPads serve as a tangible example, justified by upstream cost spikes in DRAM, which CNBC reported has increased nearly 9x—from approximately $35 to $300 per module. Further, AI data center buildouts are projected to divert up to 20% of consumer memory manufacturing by 2027, suggesting ongoing and intensifying cost pressures for MSPs still reliant on hardware-centric business models. Most providers, as observed by Dave Sobel, remain silent or default to restating the value of external AI platforms like Microsoft Copilot. The practical implication for MSPs and IT service providers is a pressing need to reassess positioning and operational models. Providers embedded in the undifferentiated middle face rising cost risk, declining differentiation, and potential margin erosion. Viable paths require declaring and operationalizing a clear service model, either by transparently externalizing hardware and component pricing risk, or by committing to outcome-based, managed offerings where the provider takes on measurable accountability. Those who adapt agreements and marketing to clarify their role—particularly by documenting internal AI-driven efficiencies—will be better equipped to sustain margin and client relevance as market forces continue to widen the gap. 00:00 Two-Thirds of MSPs Are Silent 04:37 The Memory Shock Splitting the Market 07:05 No Buyer Left in the Middle 10:41 Why Do We Care? Supported by: CometBackup ScalePad
-According to Financial Times, Apple has already progressed to testing the company's memory chips with its devices, while it's still lobbying the US government to give it permission to use CXMT's products. -CNBC quotes an unnamed State Department spokesperson who said the use of Chinese models "by US companies raises serious concerns." -DuckDuckGo announced that it can now block most video ads, particularly those on YouTube, when a video is playing in its browser. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Unilever ziet een van zijn grote aandeelhouders weglopen. Een die al meer dan 15 jaar trouw was aan het bedrijf. Het gaat om fondsbeheerder Terry Smith. Die hard uithaalt naar de directie. Tegen de Financial Times zegt hij misleid te zijn door de directie. Unilever beloofde hem (net na de afsplitsing van de ijstak in 2025) geen grote onderdelen meer te verkopen. Maar ze deden het toch. De voedingstak ging eruit. Volgens Smith neemt niet de directie de grote beslissingen, maar activistische aandeelhouder Nelson Peltz. Hij zou achter de schermen de touwtjes in handen hebben. Deze aflevering kijken we wat dat voor jou als beleggers betekent. Is het nu een voordeel of toch een nadeel? Gaat het ook weer over het bezoek van handelsminister Sjoerd Sjoerdsma aan China. Hij was zelf optimistisch over zijn bezoek, maar daar denkt zijn Chinese college toch anders over. Hij zet Sjoerdsma gelijk aan het werk. Het is ook de aflevering waarin we het meerdere keren over Apple hebben. Het gaat over een Chinese chip die ze in China aan het testen zijn. In eigen land pleasen ze ondertussen het Witte Huis met een andere deal. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.
Chinese memory-chip-related stocks surged on Monday, led by Shenzhen Longsys Electronics Co Ltd, partly as investors reacted to the impending US listing of South Korean memory chip giant SK Hynix.周一，存储芯片板块相关个股全线大涨，深圳江波龙电子股份有限公司领涨，部分原因是投资者对韩国存储芯片巨头 SK 海力士即将赴美上市作出提前反应。Longsys jumped as much as 13 percent in early trading before consolidating gains to close at 681.8 yuan ($100) in Shenzhen. Other memory chip stocks followed suit. CECport hit the daily upside limit, while companies such as JCET advanced.江波龙早盘最高涨幅达 13%，随后涨幅收窄，最终在深交所收报 681.8 元（折合 100 美元）。其余存储芯片个股同步走强，华天科技封住涨停，长电科技等企业股价走高。The sector's momentum was amplified by SK Hynix's upcoming Nasdaq debut. The chipmaker is set to debut on Friday, raising approximately $29 billion in what could be the largest-ever US IPO by a foreign company, Bloomberg reported.彭博社消息，SK 海力士即将登陆纳斯达克进一步推升板块热度。这家芯片企业定于本周五挂牌上市，募资规模约 290 亿美元，有望创下境外企业赴美 IPO 融资规模历史新高。The listing, to be conducted through American Depositary Receipts, or ADRs, under the ticker "SKHY," aims to bridge the valuation gap with US rival Micron Technology.本次上市将以美国存托凭证（ADR）形式开展，股票代码 SKHY，此举意在缩小其与美国竞品美光科技之间的估值差距。The timing coincides with explosive growth in the memory chip market. Market research firm Gartner said global chip sales are expected to approach 9 trillion yuan in 2026, up 64 percent year-on-year, with memory chip sales estimated at around 4.3 trillion yuan.此次上市恰逢存储芯片市场爆发式增长周期。市场研究机构高德纳表示，2026 年全球芯片销售额有望接近 9 万亿元，同比增长 64%，其中存储芯片市场规模约 4.3 万亿元。Market researcher TrendForce's latest memory pricing survey said the DRAM market will see extremely tight supply in the third quarter, with contract prices expected to rise 13 to 18 percent quarter-on-quarter. NAND Flash contract prices are likely to increase 10 to 15 percent quarter-on-quarter.集邦咨询最新存储芯片报价调研显示，三季度 DRAM 市场供给将极度紧张，合约价格环比预计上涨 13% 至 18%；NAND 闪存合约价格环比涨幅预计在 10% 至 15% 区间。DRAM and NAND are key memory chips widely used in smartphones, PCs, tablets and other digital products.DRAM 与 NAND 是核心存储芯片，广泛应用于智能手机、个人电脑、平板及各类数码产品。While artificial intelligence inference and data center deployments continue to drive demand, price increases have moderated from previous quarters as consumer PC and smartphone customers reach their affordability limits, TrendForce said.集邦咨询称，人工智能推理与数据中心建设持续拉动需求，但消费级电脑、手机市场购买力见顶，芯片涨价幅度相较前几个季度有所放缓。"AI remains the core driver," TrendForce added. Memory suppliers are shifting capacity toward higher-margin server products, constraining supply for consumer segments and keeping prices elevated even as PC and smartphone demand weakens.集邦咨询补充道：“人工智能仍是核心增长动力。” 存储厂商正将产能转向利润率更高的服务器芯片产品，压缩消费级芯片供给，即便电脑、手机需求走弱，芯片价格仍维持高位。The global supply shortage and surging AI demand for high-bandwidth memory have fueled the memory supercycle. Meanwhile, China's domestic memory industry is making strides, though a gap with Western leaders persists, experts said.专家表示，全球供给短缺叠加人工智能对高带宽存储芯片需求激增，催生存储超级上行周期；国内存储产业虽取得长足进步，但与海外头部企业仍存在差距。CXMT Corp, China's largest manufacturer of DRAM chips, is expected to launch its IPO later this year, while the listing plan of Yangtze Memory Technologies, China's only company capable of end-to-end 3D NAND flash chip manufacturing, has also received approval.国内最大 DRAM 厂商长鑫存储预计今年晚些时候启动 IPO；国内唯一具备全流程 3D NAND 闪存制造能力的长江存储，其上市方案也已获批。Shen Meng, director of Chanson & Co, a boutique investment bank, said market watchers are closely monitoring SK Hynix's Nasdaq performance as a potential reference for the two Chinese IPOs.精品投行香颂资本董事沈萌表示，市场密切关注 SK 海力士在纳斯达克的表现，将其作为上述两家国内存储企业上市的重要参考标的。Roger Sheng, vice-president of research at Gartner, said that Chinese memory chip firms have made significant progress, but there remains a significant gap in both advanced technologies and production capacities between Chinese memory leaders and their global counterparts, pointing to substantial room for expansion.高德纳研究副总裁盛凯表示，国内存储芯片企业已实现重大突破，但国内头部厂商与国际同行在先进技术、产能规模方面仍存在明显差距，产业发展提升空间广阔。surge /sɜːdʒ/v. 暴涨，激增semiconductor /ˌsemikənˈdʌktə(r)/n. 半导体capacity /kəˈpæsəti/n. 产能；容量valuation /ˌvæljuˈeɪʃn/n. 估值
The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by open source, and what Saudi oil flows back at ninety percent mean for Iran's leverage. To close, they look at Trump's fifty million dollar Bitcoin stash, Strategy selling coin to fund dividends, and whether Washington might already be building a strategic position through the public markets.
México cayó derrotado por 3 a 2 frente a Inglaterra y queda eliminado al igual que Brasil que perdió por 2 a 1 contra Noruega.Escucha SBS Spanish / Australia en español:Por radio o Internet 7 días a la semana de 1:00 a 2:pm (AEST)Escucha también por Apple Podcasts, Spotify y YouTubeExplora nuestra extensa colección de podcasts haciendo clic aquíSíguenos en Facebook e Instagram.
Welcome to Generation X Gaming Podcast #494!This week, 30nstillgaming and Sgt Mclusky break down the biggest stories affecting the gaming industry. From Bungie's latest layoffs and Sony's restructuring efforts to rising hardware costs, AI investments, and the uncertain future of AAA game development, there's no shortage of topics to dive into.We also discuss why major corporations seem to be shifting their focus away from expensive game development and toward AI infrastructure and data centers, what that could mean for the future of the gaming industry, and whether GTA 6 can possibly live up to years of unprecedented hype.Along the way, we share what we've been playing, answer questions from the community, and discuss where gaming could be headed over the next several years.#podcast #gaming #podcasting 00:00 Intro & Welcome22:01 What We've Been Playing35:02 Bungie Layoffs & Sony Restructuring41:06 What Happens Next for Bungie?58:27 Why Corporations Are Moving Away from Gaming1:00:29 AI, Data Centers & The Future of Investment1:05:07 DRAM & VRAM Prices Explained1:07:48 Why Gaming Hardware Costs More2:41:08 GTA 6 Marketing Strategy2:44:09 Can GTA 6 Live Up to the Hype?2:50:21 Do AAA Games Need Huge Development Teams?3:18:34 Community Q&A3:21:51 Marvel Games, Saber & Final ThoughtsApparel:https://spreadshop-admin.spreadshirt.com/30nstillgamingStream or Purchase Album:_______________________________________________Apple Music: https://geo.music.apple.com/album/perk-up-press-play-the-daily-grind-vol-1/1823682141Spotify: https://open.spotify.com/album/5mYKl3qw2HZBWLYlrP7PP6iTunes: https://geo.music.apple.com/album/perk-up-press-play-the-daily-grind-vol-1/1823682141Youtube Music: https://music.youtube.com/playlist?list=OLAK5uy_lGuR4ijtGNpKwYzQcBrvMeSPx6z48ezcQ&si=ZtmjvEClVeB4qT6L________________________________________________Become a Subscribe: www.youtube.com/@30nsg?sub_confirmati...Become a 30NSG YOUTUBE MEMBER Here:https://www.youtube.com/channel/UCJJqcCHl70Y8z3QGKMAQIKw/joinJoin Our Discord: https://discord.gg/ansqERtcmhTwitter: https://x.com/30nstillgamingSpotify: GXG Podcast: https://open.spotify.com/show/3nEYqXh8aTMzxdNQC9BTYB?si=91a17d7a356249b6
Applied Materials (AMAT) is becoming one of the biggest beneficiaries of the A.I. semiconductor buildout, supplying the advanced manufacturing equipment needed to produce next-generation chips. In this Tech Corner, George Tsilis breaks down how Applied Materials is capitalizing on surging demand for advanced packaging, DRAM, and leading-edge foundry technologies, along with the record earnings and raised outlook fueling the stock's rally. Check out George Tsilis' prior coverage on AMAT here: https://schwabnetwork.com/video/tech-corner-amat-s-place-in-china-a-i-trade======== 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
Una decisión que aún se discute en redes sociales le dio a la selección de Cristiano Ronaldo el pase a octavos de final en la Copa del Mundo.
When will the AI Bubble burst? As investors begin moving into value stocks, one thing’s for sure – AI will pop, but nobody knows exactly when. The shop talks keeping your powder dry in memory names like MU and SNDK before diving into key indicators in names moving into stage 2 uptrends at RDDT and HOOD and reviewing Bitcoin’s recent action at BTC. In this video for educational purposes only, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 02:00 – Reviewing The Revere AI-100 Index 07:00 – This Week in the Markets 18:00 – Notable Names in Memory – MU, SNDK, WDC, DRAM, EWI, STX 27:00 – 200-Day Movers – RDDT, HOOD, BROS, RBRK 33:30 – Crypto Update – BTC Follows The 2020 Price Action The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post ARE YOU READY FOR THE BUBBLE? AI WAVERS AS AMERICA CELEBRATES 250 | Your Money Podcast Ep. 597 appeared first on Revere Asset Management.
AI-agents zijn een gamechanger in de bedrijfswereld. Ze automatiseren hele processen en maken zelfs nieuwe toepassingen mogelijk. Maar helpt AI ook om beter contact te leggen met klanten, of trappen bedrijven in een val? “Alleen voor de meest complexe situaties zal menselijk contact blijven bestaan. Dat zal uitgroeien tot een luxebeleving”, denkt Jeroen Lemaire van het digital agency In The Pocket. Anderzijds zijn er scale-ups die al sterk leunen op AI-agents, maar met de klantendienst als uitzondering. Lizy, een digitaal autoleasebedrijf is er zo een. “Als klanten ons 30.000 euro betalen voor een leasecontract, dan verwachten ze ook een mens te kunnen spreken als er een probleem is” aldus Sam Heymans, de CEO van Lizy. In ‘IT-leider aan het woord' luisteren we naar Geert Lejon, de topman van Cognizant in België en Luxemburg. Hij vertelt hoe zijn bedrijf een nieuw verdienmodel krijgt met de opkomst van vibecoden, ofwel coderen met AI. Cognizant moet de tegenwoordig concurrentie aangaan met OpenAI en Anthropic, die zelf AI-oplossingen integreren bij bedrijven. Hosts: Els Bellens & Sebastien Marien Productie: Jens Leen Links: Gedaan met je gsm-nummer delen: WhatsApp lanceert gebruikersnamen in België Belgische start-ups halen nu al meer investeringsgeld binnen dan in 2025: ‘Enkelingen gaan ermee lopen' Digi-CEO Jeroen Degadt stapt op Oracle schrapte al 21.000 banen door AI, maar ‘ICT blijft een knelpuntberoep in België' volgens Agoria Geheugenprijzen swingen de pan uit: ‘Als consumenten gaan we eraan gewend moeten raken om meer te betalen voor technologie' BEKIJK – Samsung en SK Hynix bouwen voor 454 miljard euro fabrieken: eindigt zo de ‘supercyclus' van DRAM? Trends is een podcastkanaal van de redactie van Trends.--- --- Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of The Brainstorm, Brett, Sam, and Nick discuss SpaceX's Starfall, a new orbital delivery concept that could move cargo anywhere on Earth at extraordinary speed and open up new possibilities for military logistics and space manufacturing. The team also breaks down why Apple is raising prices as memory costs surge across the hardware industry, driven by AI demand and constrained Dynamic Random-Access Memory (DRAM) supply. Finally, they debate whether open-weight models are starting to pressure frontier AI leaders like OpenAI and Anthropic, or whether this is just a temporary shift toward more efficient spending.Key Points From This Episode:The episode explores SpaceX's Starfall concept, which could enable rapid point-to-point delivery from orbit and reshape both military logistics and emergency response.Apple's price increases are framed as part of a broader DRAM crunch, with hyperscalers and AI workloads driving up memory costs across consumer hardware.We debate whether companies are starting to shift toward lower-cost, more efficient models, which could challenge the economics of OpenAI, Anthropic, and other frontier model providers.If you know ARK, you know we focus on long-term innovation. But that doesn't mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we're bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what's shaping innovation right now.Learn more about WOLF: https://wolf.financialLearn more about Public: https://public.com/Disclosure: http://arkinv.st/39rzF94
Happy 250th! The bulls are bubbling up! Yentervention – it is a thing. Labor market predictions. 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - 250 Years! - We have the scorecard - Bulls are on the loose! - Kevin Hassett - what a putz - RAM JOB! Markets - Google's first day in the DJIA - a good one - SpaceX bonds already losing -Yen slips to 1986 levels - Yentervention? WHAT A PUTZ! - Trump Accounts launch July 4, with the NYSE and Nasdaq set to ring the opening bell from the Oval Office. - Program gives a $1,000 Treasury-funded investment account to U.S. children born from January 1, 2025 through December 31, 2028. - Kids under 18 can have accounts, but only newborns in that four-year window get the federal seed money. - Parents, family, employers, nonprofits, and governments can add money, with a general $5,000 annual contribution cap. - Money is invested in index funds and generally locked up until the child reaches adulthood. - Kevin Hassett pitched it as a way to teach kids about markets, ownership, saving, and compounding. His argument is that the more young people get exposed to investing early, and market ownership becomes less of an upper-income club. - However - > the government is handing out taxpayer-funded brokerage seed money while selling it as capitalism. - Also odd: the benefit may skew toward families who already know how to file forms, open accounts, and add more money. - So basically it is a forced financial-literacy experiment wrapped in a political brand name, with a socialist starter check to teach capitalism. First-Half Winners and Losers - S&P 500 finished the first half up roughly 7% to 8%, with the rally led by AI hardware, chips, memory, and data-center infrastructure. - Biggest winners were the shovel sellers: Sandisk up about 780%, Micron up about 296%, Western Digital up about 240%, Seagate up about 226%. - Overseas AI hardware ripped too: South Korea's Kospi up 123%, helped by Samsung up 169% and SK Hynix up 303%. - Semiconductor ETFs had a monster Q2: iShares Semiconductor ETF up 86.8%, VanEck Semiconductor ETF up 64.8%. - Japan's Nikkei rose about 38%; FTSE 100 gained about 5.8%. - Losers were the software/platform names that could not prove immediate AI payoff. - Microsoft was down about 24% despite being one of the biggest AI spenders. - Momentum stocks had one of their worst stretches in two decades as the Magnificent Seven slipped on capex worries. - Crypto and gold also lagged the AI-infrastructure trade. - Equity BULLS are running like it was San Fermin, Spain... MORE.... - Gold biggest quarterly loss since 2013 - Japan best quarter ever - Oil starts and ends - Kospi best quarter in 30 years - Stoxx 600 best Q in 5 years Something is going to break! - When Micro announced earnings, and we see that companies are panicking (News about existential threat to smaller tech players).. We said something is going to break - MU shares lifted to ATH on the news - big big beat - Micron's latest quarter showed a dramatic acceleration from the year-ago period, with revenue rising from $9,301 to $41,460 and EPS increasing from $1.91 to $25.11. - HUGE uptick in guidance - Apple increased pricing, Dell is increasing prices next week (17%), Microsoft raised price on XBox, HP across the board increase, Lenovo/Xiaomi increases, - NOW: Apple is lobbying the Trump administration for clearance to buy memory chips from China's ChangXin Memory Technologies Korea Goes All-In On AI Memory - Samsung and SK Hynix are backing a huge South Korea chip buildout tied to AI memory, HBM, advanced DRAM, packaging and data centers. - Samsung's plan includes hundreds of trillions of won for new fabs, including HBM facilities in Cheonan and Onyang. - SK Hynix is expanding Yongin and planning a major new chip base as it rides demand from Nvidia-linked HBM supply. - Government angle: Seoul wants domestic chip capacity treated like national infrastructure, not just corporate capex. - The state is trying to lock in supply-chain control before China, Taiwan, Japan and the U.S. pull more production into their own subsidy zones. - Market wrinkle: AI memory is hot now, but memory companies have a long history of overbuilding into strong pricing cycles. - Governments are no longer just subsidizing chips — they are helping plan semiconductor cities. RAM Job? - Samsung, SK hynix, and Micron were hit with a U.S. antitrust class-action lawsuit over alleged DRAM price fixing. - Allegation: the big three coordinated supply cuts while shifting capacity away from regular DDR3/DDR4 memory and into high-bandwidth memory for AI servers. - Plaintiffs say the three companies control roughly 90% of the DRAM market. - Conventional DRAM prices allegedly jumped about 700% over four years. - Complaint argues that in a normal commodity market, at least one supplier would usually increase production when prices spike. - Instead, the lawsuit says all three moved in the same direction at the same time. DRAM: We Have Seen This Movie Before - Yes, there was a similar DRAM price-fixing scandal in the 2000s. - DOJ investigation covered alleged DRAM price fixing from roughly 1998 through 2002. - Hynix pleaded guilty in 2005 and agreed to pay a $185 million criminal fine. - Samsung pleaded guilty in 2005 and agreed to pay a $300 million criminal fine. - Infineon pleaded guilty earlier, in 2004, and agreed to pay a $160 million fine. - Micron was involved in the investigation but received amnesty/cooperation treatment rather than the same criminal fine path. - Several executives were also charged or pleaded guilty. - State AGs and private plaintiffs later pursued civil cases tied to overpayment claims. - Difference now: the new case is not yet proven and appears focused on alleged coordinated supply restriction during the AI/HBM boom. Chevron and Microsoft - Chevron Corp signed 20-year deal with Microsoft for data center power. - Agreement supplies natural-gas fired generation for massive West Texas facility. - Project Kilby expected online 2028, ramping to 2.67 gigawatts. - Full output enough to power more than 530,000 Texas homes. - Chevron partnering Engine No. 1, final investment decision planned later. - Deal follows prior reports of exclusive long-term power negotiations. More Oil News - Drill baby Drill - Interior Department cutting federal drilling bonds by 95% to spur exploration. - Required bond drops from $500,000 to $25,000 for leases. - Bonds ensure cleanup costs don't fall on taxpayers if wells abandoned. - Policy change aims to encourage more oil and gas development. - Proposal subject to 60-day public comment after Federal Register publication. Dow 52,000 and the Tech Bounce - Dow closed above 52,000 for the first time Monday, finishing at 52,182.74. - S&P 500 gained 1.18%; Nasdaq jumped 2.07%. - S&P and Nasdaq snapped five-session losing streaks. - Alphabet rose 4.8% on its first day as a Dow component. - Tesla gained 8.5%; SpaceX rose more than 7%. - The bounce came after last week's tech selloff, with investors rotating back into mega-cap and AI names. Comcast Breaks Itself Up - Comcast plans to split media and connectivity into two separate companies. - NBCUniversal and Sky would be spun off in a tax-free deal; Comcast keeps broadband, wireless, and cable. - Completion expected within a year. - Shareholders would own both Comcast and the new NBCUniversal. - Comcast shares rose on the news; Charter also jumped as investors speculated Comcast could eventually pursue a broadband-scale deal. AI Trade Gets a Warning Label - Bank for International Settlements flagged the AI boom as a financial-stability risk. - The main concerns: elevated valuations, investor complacency, complex funding structures, and debt financing across the AI supply chain. - BIS also warned that record public debt and leveraged hedge-fund activity in sovereign bonds could amplify shocks. - Quote from BIS General Manager Pablo Hernandez de Cos: "Policy actions must reinforce each other." - The interesting part: central bankers are not saying AI is fake; they are saying the financing stack may be fragile. Inflation Back Above 4% - BEA's PCE price index rose 4.1% year over year in May. - April was 3.8%; March was 3.5%; February was 2.9%. - This keeps pressure on the Fed because PCE is the Fed's preferred inflation gauge. - Core PCE may later be revised lower because of BEA methodology changes. - Goldman estimated May core PCE could be trimmed to 3.2% from 3.4%; JPMorgan expected 3.3%. - Funny-but-real detail: part of the potential revision comes from how BEA prices portfolio management, legal services, and computer software. Jobs Report Becomes Bad-News-Is-Bad-News - June payrolls are due Thursday because markets are closed Friday for Independence Day. - The setup is awkward: strong jobs could mean stronger economy, but also higher odds of Fed hikes. - Looking back - May payrolls were hot at 172,000 versus an 85,000 forecast, with unemployment steady at 4.3%. - Remember - after the June Fed meeting, policymakers were clearly focused on inflation, not rescue cuts. Oil, Iran, and the Market's New Weird Routine - Oil stayed volatile around renewed U.S.-Iran tensions and peace-talk headlines. - Brent rose 1.6% Monday to $73.15; WTI rose 2.2% to $70.75. - Markets rallied anyway, helped by signs talks would resume and shipping routes were stabilizing. - The odd market behavior: geopolitical escalation keeps getting followed by de-escalation headlines and risk-on rallies. - This is now part of the trading pattern: weekend war scare, Monday relief rally, repeat. --- New attacks by USA on Iran happened at approx 4:30PM on Friday (markets closed) and then a halt to the fighting on Sunday - before the futures opened. Odd : Wendy's Becomes a Meme Stock - Wendy's became the latest retail-trader short-squeeze target. - Stock surged 25% last Wednesday, then gained another 9% Thursday. - Barron's said the move followed a CFO shakeup and WallStreetBets attention. - New CFO Steve Cirulis came from Potbelly and is also taking the Chief Strategy Officer title. - Wendy's had fallen 47% over the past year before the rally. - Short interest was nearly 30% of the public float, making the stock easier to squeeze. - Trian, Nelson Peltz's firm, owned nearly 15 million shares valued around $93 million. SpaceX Bonds Slip After Big Debut - SpaceX sold $25 billion of investment-grade bonds, its first major public debt deal. - Demand was huge, with roughly $85 billion to $98 billion of orders. - The 10-year tranche priced about 1.4 percentage points over Treasurys. - Bonds weakened quickly after pricing. - The 10-year yield rose near 6%, with the spread moving above 1.6 percentage points. - Longer-dated 2046 and 2056 bonds took the most pressure. - The pushback: bond buyers want more yield for a company still funding rockets, Starlink, AI/data-center spending, and Mars ambitions. - Clean read: equity investors bought the story; bond investors immediately marked it down. Yentervention - Yen weakened again, pushing toward the 162-per-dollar zone and near its weakest level in about 40 years. - Japan keeps warning it is ready for "decisive action" or to respond "at any time." - Market does not seem scared for long. - Japan already spent heavily defending the yen, including a roughly $73 billion yen-buying operation after the currency broke past 160. - U.S. rates are still high, the Fed is not rushing to cut, and the Bank of Japan is still moving slowly. - That keeps the carry trade alive: borrow cheap yen, buy higher-yielding dollars. - Japan's foreign reserves fell 5.6% in May after intervention, showing the defense is expensive. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) 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
美國科技巨頭蘋果公司和微軟公司扛不住高漲的記憶體成本，紛紛宣布漲價，把成本轉嫁消費者，沒有這種本錢也搶不到記憶體的中小型電子製造商則可能面臨倒閉厄運。 文：樂羽嘉 製作團隊：莊志偉、張雅媛、鄭子鴻 ＊閱讀零時差，點這看全文
La jornada 19 de la Copa Mundial de la FIFA contó con tres partidos eliminatorios muy disputados, en los que las potencias Alemania y Países Bajos fueron eliminadas tras dramáticas tandas de penaltis, mientras que Brasil se alzó con la victoria momentos antes del silbatazo final.scucha SBS Spanish / Australia en español:Por radio o Internet 7 días a la semana de 1:00 a 2:pm (AEST)Escucha también por Apple Podcasts, Spotify y YouTubeExplora nuestra extensa colección de podcasts haciendo clic aquíSíguenos en Facebook e Instagram.
A holiday road trip can flip from fun to dangerous in seconds, and that is why we wanted a real-world Fourth of July safety check from Texas Department of Public Safety. We finally reach a trooper out on the roads, talking enforcement, summer traffic, and what it looks like when Texas is packed with visitors and major-event crowds. We also hit a detail that sounds small but gets people in trouble fast: extreme heat and dehydration, especially when you are driving long stretches or spending hours outside before you ever get behind the wheel. Then the conversation takes a heavier turn. We wrestle with the question families dread: how do you know when someone is too old to drive? We talk cognitive decline, reaction time, and the emotional reality that a driver's license is more than permission to drive, it is freedom. We share personal stories about taking the keys, what happens when a parent forgets they no longer has a car, and how “don't drive” only works if you have a plan to replace independence with real support. We keep the car-lover energy going with our cruise-in and events calendar for the July 4 weekend, then dive into the week's automotive news. Tesla tops the Cars.com American-Made Index again, while EV representation shifts and hybrids stay competitive. We also unpack a California vehicle technology rule tied to preventing domestic violence tracking, which opens a wider debate about connected cars, location data, and whether drivers should get a true off switch. Finally, we look at how the AI boom is driving DRAM memory chip prices higher and reshaping the supply chain behind software-defined vehicles, infotainment, ADAS, and over-the-air updates. Subscribe for more straight talk on cars, share this with a friend who is driving for the holiday, and leave a review with your take: what is the fairest way to handle an aging driver in the family?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com
The Iran deal is back on again and off again, but oil is not buying it. Marty and John sift through the weekend headline chaos to focus on what actually matters: WTI near seventy dollars and the dollar index back above one hundred. They break down Treasury Secretary Scott Bessent's speech on economic statecraft, why reshoring critical supply chains is moving from PowerPoint to plant openings, and how Iran's oil sanctions waivers are really a dollar dominance play. They also dig into the AI-driven memory shortage that is ending consumer electronics deflation, the administration's crackdown on frontier model releases, and why Apollo's seventeen percent withdrawal requests are a warning shot for private credit. To close, they look at Strategy's preferred share depeg, Bitcoin scraping fifty-eight thousand, and BlackRock's quiet reiteration that every portfolio needs one to two percent allocated to BTC.
On Episode 310 of The Six Five Pod, Patrick Moorhead and Daniel Newman unpack the biggest stories from the week, including insights from Qualcomm Investor Day 2026, OpenAI and Broadcom's Jalapeño AI chip, Anthropic's Micron partnership, SpaceX's massive Reflection AI compute deal, Sakana AI's new Fugu orchestrator, and why memory is emerging as a critical layer of AI infrastructure. Plus, Bulls & Bears covers NVIDIA's $25B bond offering, Apple's MacBook price increases, Micron's record quarter, and Cerebras' first earnings as a public company. The handpicked topics for this week are: Qualcomm Investor Day 2026 — The Data Center Debut: Pat and Dan break down Qualcomm's push into the data center after the company took the stage with Microsoft's Satya Nadella and Meta's Mark Zuckerberg as named customers. They unpack the new Dragonfly platform, including the C1000 250-core data center CPU with PCIe Gen 7 and CXL, the AI200 and AI250 inference accelerators, and a novel High Bandwidth Compute (HBC) architecture that stacks compute under LPDDR memory at dramatically lower cost than HBM. They highlight Qualcomm's ambitious growth targets: $15B data center revenue target for FY 2029, an increased total non-handset revenue goal from $22B to $40B, and a shortened timeline for automotive revenue by two years. They also debate the identity of Qualcomm's unnamed hyperscaler customer and why its robotics opportunity may be flying under the radar. (The Decode) OpenAI and Broadcom Unveil Jalapeño, OpenAI's First Custom Chip: A photo of Sam Altman and Hock Tan holding a wafer and packaged die kicked off OpenAI's reveal of Jalapeño, a custom inference chip built with Broadcom and slated for late-2026 deployment. The chip reached tape-out in roughly nine months, which is an aggressive cycle for an ASIC of this size, and uses HBM3E memory. Pat takes a victory lap on his long-standing heterogeneous compute thesis: every hyperscaler and now every model lab is building accelerators, and the XPU efficiency argument has played out as predicted. Dan frames OpenAI's broader move as existential: they cannot serve frontier models at premium margins if compute remains constrained. He flags that OpenAI is trying to do everything from chips and fabs to social networks and browsers, and that its IPO is now delayed. (The Decode) Anthropic and Micron Sign a Strategic Multi-Year Memory Agreement: Anthropic and Micron announced a multi-year supply agreement for HBM, DRAM, and SSDs, including co-designed next-generation memory for AI workloads, along with a strategic investment by Anthropic in Micron. The pattern mirrors Samsung and SK Hynix's pre-funding Anthropic in May, and follows OpenAI's Jalapeño as another frontier lab moving to lock in supply chain control. Dan frames it as the same circular financing playbook NVIDIA ran two to three years ago, but with the ball now in the memory triopoly's court. Pricing-floor agreements with no ceilings, customized rather than commoditized memory architecture, and demand running well past the previously assumed 2027-2028 horizon. Pat notes that the rumored 14% free cash flow margin at Anthropic makes the strategic investment math work cleanly for both sides. (The Decode) SpaceX Signs $6.3B Compute Deal with Reflection AI: SpaceX inked a $6.3B compute lease with open-source AI lab Reflection AI, at $150M per month from July 2026 through 2029, giving Reflection access to NVIDIA GB300 chips inside the Colossus infrastructure. Combined with the $920M-per-month Google compute contract and existing xAI commitments, SpaceX now has a contracted backlog larger than most public AI startups' entire revenue base, with some calling it the largest commercial AI infrastructure provider at $80B in contracted revenue. Pat reads it as XAI failing to land with developers, consumers, or enterprises, leaving SpaceX with a pot of gold worth far more as wholesale capacity than as XAI's own training compute. Dan flags that Google owning 7% of SpaceX ahead of an IPO is not accidental, and the open question is whether this becomes a Nebius-style infrastructure trade or a full-stack Google-equivalent platform. (The Decode) Japan's Agentic Orchestrator Sakana AI Ships Fugu Plus and Fugu Ultra: Japan's Sakana AI released Fugu Plus and Fugu Ultra, an agentic orchestrator built on a multi-agent MOE approach that routes workloads across multiple underlying models rather than training a new frontier base model. Sakana claims agentic capabilities on par with or better than top frontier models at significantly lower input/output token costs, similar to the DeepSeek and GLM cost-undercut narrative. Pat compares the architecture to OpenRouter and notes the developer-facing parallel to Perplexity Computer's model-routing approach. Both agree that models themselves are no longer moats, and suggests the real moat is the harness, tooling, connectivity, looping, agentic stack, and total compute availability. Expect more sovereign agentic plays from Japan, the Middle East, and elsewhere on the same template. (The Decode) The Flip — Is the Era of Memory as a Commodity Over? Daniel takes the FOR side: memory has moved from commodity to strategic AI infrastructure, citing 16 multi-year agreements covering $22B in committed volume booked through 2027, 84.9% gross margins higher than NVIDIA's, the technology barriers of HBM yield/stacking/packaging that only three companies can clear, and demand drivers tied to HBM as the binding constraint on every AI accelerator rather than to elastic consumer cycles. Patrick takes the AGAINST side: long-term agreements and SCAs signal a commodity in a strong cycle, not a structural rerating; nearly every relevant memory standard — DDR5, MRDIMM, HBM3/3E/4, LPDDR5X/6, GDDR6/7, LPCAM2 — is JEDEC-standard and therefore commodity at the pin; and CXMT's China DDR5 production ramps in 2H 2026 with Lenovo already shipping and HP and Dell qualifying. Custom HBM4 and Qualcomm-style HBC are where strategic memory genuinely lives. (The Flip) NVIDIA's $25B Investment-Grade Bond Offering: NVIDIA priced a $25B multi-tranche bond offering on June 15, its first investment-grade debt sale since 2021, with seven tranches maturing between 2028 and 2056 and $85B in orders against an initial $20B target. Dan reads it as raising when capital is cheap, and oversubscription is real. NVIDIA doesn't need the money, it has a gold balance sheet, and is establishing a credit benchmark rather than funding CapEx. Pat agrees the optics are clean, but flags the irony of NVIDIA, with negative debt, borrowing while the stock trades like dead money at a sub-20x forward P/E. Both note that NVIDIA's underperformance reflects the market's skepticism on memory-as-strategic and on NVIDIA's own capex pace relative to the buildout opportunity ahead. (Bulls & Bears) Tim Cook Calls Apple's Memory Crunch Price Raises on MacBook and iPad "Unsustainable": Apple announced MacBook and iPad price increases of up to $300, with Tim Cook telling the WSJ the memory cost environment is unsustainable. AAPL fell ~5% on the news, the broader rally was momentarily wiped out before Micron held the gains by close. Dan frames it as a moment when the market saw who is going to pay for the AI buildout: the consumer. He notes Apple's pricing power and inelasticity test is now live. Pat traces the backstory to Apple's negative-margin pricing pressure on Micron during the 2022-2023 memory downturn. The question is whether consumer-price blowback will eventually flow back to the memory vendors. (Bulls & Bears) Micron Blows the Doors Off Fiscal Q3 — $41.46B Revenue, 84.9% Gross Margin: The memory story continues as Micron reported its largest beat in company history with fiscal Q3 revenue of $41.46B versus a $35.69B consensus, EPS of $25.11, year-over-year growth of more than 340%, and a record 84.9% gross margin that is roughly 10 points above NVIDIA's. Q4 guidance came in at a $50B midpoint against a $43B consensus. The 16 multi-year strategic customer agreements add up to $22B in committed volume, with most contracts containing pricing floors but no ceilings on most of the volume — a structurally asymmetric setup. Pat notes 95% of the beat came from price, not units, which reinforces his commodity argument; Dan flips it as the early innings of an NVIDIA-style run that puts Micron's 2027 profit on par with Google. (Bulls & Bears) Cerebras' First Earnings Report Since IPO — Revenue Doubles, Margins Compress: Cerebras (CBRS) reported its first earnings as a public company, doubling year-over-year revenue and beating the top line while missing EPS, but the stock sold off hard amid gross margin deterioration. Core revenue came in at $191M, up 12% sequentially, with a $194M Q2 guide that is essentially flat, core gross margins at 47% guiding to 36-38% and 38-41% for the year, and operating margins flipping from positive 2% to a guided -30% to -32%. Customer concentration is shifting from Core42 and G42 (86% of FY25 revenue) to OpenAI, which loaned Cerebras $1B and gets paid quarterly in warrants. Pat flags that Cerebras' uncontested speed claim is no longer uncontested with Groq, TPU v8i, and Tenstorrent putting up real numbers. Cathie Wood is down 52% on her position. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Qualcomm Investor Day Lands the Data Center Pivot — Microsoft Deploying Qualcomm HBC XPUs in Azure (Per Satya Nadella) + Meta MOU on Three New Qualcomm Datacenter CPUs (Per Zuckerberg); $3.9B Modular Acquisition; Dragonfly Brand + AI200/AI250 Roadmap; HUMAIN 200MW Ramp; Qualcomm to Become Largest Automotive Silicon Company; Targets $3B Datacenter Revenue FY27, $35B by FY31 https://finance.yahoo.com/markets/stocks/articles/qualcomm-investor-day-detail-data-163247063.html OpenAI Begins Vertical Integration — First Custom Inference Chip "Jalapeño" Unveiled With Broadcom June 24 (Hock Tan: As Good as Blackwell + TPU; ~50% Cost Savings; Late-2026 Microsoft Deployment, 10GW Multi-Gen Roadmap); Daybreak Cyber Stack (June 22) Confirms the Platform Shift https://x.com/OpenAI/status/2069770172802773292 Frontier AI Labs Are Now Financing Their Own Supply Chains — Anthropic Locks In Multi-Year Micron HBM/DRAM/SSD Supply + Micron Becomes Series H Investor; Same Pattern as Samsung + SK hynix Pre-Funded Anthropic in May; $965B Post-Money, $47B Revenue Run-Rate, October IPO Target https://investors.micron.com/news-releases/news-release-details/micron-and-anthropic-announce-strategic-agreement-scale-next SpaceX Signs $6.3B Compute Deal With Reflection AI — $150M/Month July 2026 → End of 2029; NVIDIA GB300 + Colossus 2 Capacity; SpaceX Now Largest Commercial AI Infrastructure Provider With $80B+ Committed Compute Revenue Through 2029 https://finance.yahoo.com/technology/ai/articles/spacex-reportedly-grant-reflection-ai-162749237.html The Sovereign AI Stack Lands — Japan's Sakana Ships Fugu + Fugu Ultra Multi-Agent System (June 22) That Beats Opus 4.8, GPT-5.5, and Gemini 3.1 Pro on 10 of 11 Benchmarks; Designed Around US Export-Control Risk; Completes the Three-Bloc Sovereign-AI Map With Mistral Compute (Europe) + DeepSeek $7.4B (China) https://www.datacamp.com/blog/sakana-fugu The Flip Is the Era of Memory as a Commodity Over? FOR: Memory is now strategic AI infrastructure with multi-year supply lock-ins. The cycle dynamics that defined the last 30 years no longer apply. https://www.benzinga.com/markets/tech/26/06/60062500/micron-earnings-could-echo-nvidias-2023-moment-says-futurum-ceo AGAINST: Memory is cyclical and priced for perfection. This print is either step change or top of the cycle, and the second one is more likely. https://www.cnbc.com/2026/06/25/apple-macbook-ipad-price-hike-memory.html Bulls & Bears NVIDIA (NVDA) $25B Bond Sale Anchors the AI Debt-Finance Boom — First Bond Offering Since 2021; Joins Alphabet $80B, Amazon $27.5B, Meta $30B, Oracle Stack; Dan: "Locking In Cheap Capital While It Can" https://finance.yahoo.com/technology/ai/articles/nvidia-record-us-25-billion-131039687.html Apple (AAPL) Falls −5%+ Thursday June 25 on Confirmed MacBook + iPad Price Hikes — Tim Cook RAM "Unsustainable" Comment Lands as Real Price Action; Apple Hikes Erase Micron-Driven Tech Rally Mid-Session; Memory Beneficiaries (SanDisk, Micron) Surge; Analysts "Mostly Nonplussed" https://tickerspark.ai/market/apple-inc-aapl-drops-5-3-as-price-hikes-spook-investors-1782399950638 Micron (MU) Q3 FY26 ACTUALS — Largest Beat in Company History; Revenue $41.46B (+346% YoY) Crushes $35.69B Consensus; Non-GAAP EPS $25.11 (+1,215% YoY) Beats $20.49; Record 84.9% Gross Margin (Higher Than NVIDIA); Q4 Guide $50B Midpoint vs $43B Consensus; Stock +18-19% Overnight to $1,242 https://www.nasdaq.com/articles/nvda-who-micron-blows-doors-q3-earnings-revs Cerebras Systems (CBRS) Q1 ACTUALS — First Earnings Post-IPO; Revenue $193.4M Nearly Doubled YoY; 2026 Guide $855-$865M Beats $824M; BUT Gross Margins Forecast 38-41% (Down From 45% Q1, Half of NVIDIA + Micron); Stock −20% AH on Margin Compression; Sets Up Inference-Tier Margin Debate https://investors.cerebras.ai/news-releases/news-release-details/cerebras-systems-announces-strong-first-quarter-2026-results
In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation. We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate. Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
Durante años, Los Polivoces hicieron reír a millones de mexicanos, pero detrás de su enorme éxito se escondía una historia de amistad, talento y una separación que marcó para siempre la televisión mexicana. ¿Qué provocó el rompimiento entre Enrique Cuenca y Eduardo Manzano? En este video descubriremos los secretos, polémicas y versiones que rodearon el fin de una de las duplas más queridas de México. Hoy te cuento su historia, solo aquí en el canal de YouTube de #ElFilip. #LosPolivoces #EnriqueCuenca #EduardoManzano #ComediaMexicana #HumorMexicano #TelevisionMexicana #NostalgiaMexicana #HistoriasReales #LeyendasDeLaTV #ElFilip Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Apple acaba de subir los precios de varios modelos de Mac y iPad y el mercado ha reaccionado castigando sus acciones con caídas cercanas al 5%. Detrás de este movimiento está la brutal subida de precios de la memoria y el almacenamiento, impulsada por el boom de la inteligencia artificial y los centros de datos que acaparan la producción de chips. Por último, pondremos en contexto estas subidas con los impresionantes márgenes de hardware que Apple sigue reportando y lo que esto significa para los inversores. Si te interesa la tecnología, la IA y el mundo Apple, este episodio te va a ayudar a entender qué está pasando detrás de bastidores. Quédate hasta el final porque te cuento qué podría ocurrir con los precios de futuros dispositivos si la fiebre de la IA continúa. ---------------------------------- 00:00 – 05:00 Presentación, contexto general y por qué la subida de precios de Apple importa a usuarios e inversores. 05:00 – 15:00 Detalle de los nuevos precios de Mac y iPad: qué modelos suben, cuánto suben y comparación con generaciones anteriores. 15:00 – 30:00 Qué está pasando con la memoria y el almacenamiento: explicación de DRAM, NAND, HBM, y cómo la IA está acaparando la producción. 30:00 – 45:00 El papel de los centros de datos de IA y gigantes como Nvidia: por qué sus pedidos tienen prioridad frente a la electrónica de consumo. 45:00 – 60:00 “Chipflation”: qué dicen Morgan Stanley, JPMorgan y otros analistas sobre la subida extrema de precios de memoria y cuánto puede durar. 60:00 – 75:00 Impacto directo en Apple: márgenes de hardware, beneficios recientes y cómo intentan proteger rentabilidad sin matar la demanda. 75:00 – 90:00 Proveedores y geopolítica: Micron, SK Hynix, Samsung, intento de Apple de usar memoria china (YMTC, CXMT) y bloqueos desde EE. UU. 90:00 – 105:00 Efecto en el usuario final: ¿vale la pena comprar ahora?, posibles estrategias de compra, impacto en estudiantes, creadores y profesionales. 105:00 – 115:00 Escenarios futuros: qué puede pasar con los precios de Macs, iPads e incluso iPhones si la fiebre de la IA no se frena. 115:00 – 120:00 Cierre, resumen, opinión personal y llamada a la acción (comentarios, suscripción, siguiente episodio, etc.) ---------------------------------- #Apple #Mac #iPad #Tecnología #Bolsa #AccionesApple #InteligenciaArtificial #Chipflation #MemoriaRAM #PodcastTech ---------------------------------- https://seoxan.es/crear_pedido_hosting Codigo Cupon "APPLE" ---------------------------------- PATROCINADO POR SEOXAN Optimización SEO profesional para tu negocio https://seoxan.es https://uptime.urtix.es ---------------------------------- PARTICIPA EN DIRECTO Deja tu opinión en los comentario ---------------------------------- ¿TE GUSTÓ EL EPISODIO? ✨ Dale LIKE SUSCRÍBETE y activa la campanita para no perderte nada COMENTA COMPARTE con tus amigos Applelianos ---------------------------------- SÍGUENOS EN TODAS NUESTRAS PLATAFORMAS: YouTube: https://www.youtube.com/@Applelianos Telegram: https://t.me/+Jm8IE4n3xtI2Zjdk X (Twitter): https://x.com/ApplelianosPod Facebook: https://www.facebook.com/applelianos Apple Podcasts: https://apple.co/39QoPbO ----------------------------------
A structural repricing of memory and silicon components is forcing a shift in the economics of hardware resale for managed service providers (MSPs) and IT service providers. This shift is driven by concentrated demand for memory components from AI infrastructure build-outs, as evidenced by data from IDC and remarks from companies including Apple, Micron, SK Hynix, and Samsung. The episode highlights that memory costs have quadrupled in a year, and that both endpoint devices and servers are experiencing durable price inflation due to component scarcity and intensified competition for supply. The most consequential development cited is Apple's acknowledgment—confirmed by Tim Cook to the Wall Street Journal—that device price increases are now “unavoidable” because the cost of memory can no longer be absorbed. Memory manufacturers' share prices rallied on this signal, reinforcing an investor consensus that higher component costs will persist. IDC data showed AI-focused, non-x86 servers using Nvidia's ARM chips generated $58.7 billion—or nearly 48% of all server revenue—up 107% year over year, while x86 server revenue declined due to DRAM and NAND shortages. This dynamic indicates that AI infrastructure is bidding up component costs at the expense of standard business hardware. Secondary developments further reinforce this mechanism. The market's response to U.S. government announcements regarding Intel chip capacity expansion demonstrates that relief from the silicon crunch remains years away, not months. Channel partners—according to industry reporting—were already pivoting from hardware resale to services prior to these price shocks, with thinning hardware margins preceding the current pressure. The combination of fixed-fee hardware contracts and rising component costs now places providers in a position where they are “short silicon,” having unknowingly absorbed inflation risk they cannot pass on under existing contractual terms. For MSPs and IT leaders, the principal operational implications center on contract structure, exposure to component price volatility, and diminished hardware margins. Providers with fixed monthly agreements or hardware-as-a-service contracts based on last year's component costs are at an increasing risk of margin erosion, as their ability to reprice is contractually limited. Practical mitigation steps include auditing all fixed-fee agreements for exposure, amending contracts to include component index or price adjustment clauses, and separating hardware as a transparent, pass-through line item. Failing to adapt contract terms or refresh timing may compound both financial risk and the security profile of client endpoints. 00:00 Not the Tokens 03:31 An Auction for the Parts 05:46 Short Silicon 07:44 Why Do We Care? Supported by: Pax8 ScalePad Sign up for the SMB Online Conference: www.smbonlineconference.com
Futurum's Brendan Burke sees stronger growth for Micron (MU) that investors aren't pricing in. He believes revenue from data center will exceed expectations and points to Micron's "full stack" technology as a long-term benefit. Brendan also expects DRAM and NAND demand to accelerate further as hyperscaler and Anthropic partnerships move into the next stages. ======== 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
Brian Szytel recaps a broad market sell-off led by technology and semiconductors, highlighting a nearly 10% drop in South Korea's KOSPI—an index heavily concentrated in Samsung and SK Hynix—attributed to valuation, demand shifts, and DRAM supply issues after a major run-up. He notes similar 5–10% declines in high-flying semiconductor names and emphasizes that despite real AI-driven demand and a rare reversal of decades-long chip price declines due to supply-demand imbalance, valuations still matter. On the economic front, flash PMIs were strong: manufacturing surged to 55.7, the highest in a little over four years, and services also beat expectations, supporting an improving growth backdrop tied partly to data-center CapEx. He addresses concerns about the U.S. dollar losing reserve status, arguing no viable replacement exists, citing dollar dominance in FX (90%) and global reserves (57%) versus the euro (20%). 00:00 Summer Market Check-In 00:31 Global Tech Sell-Off 01:38 Semis Valuation Reality 02:01 AI Chip Demand Shift 02:48 PMI Data Highlights 03:43 Dollar Reserve Status Fears 04:32 What Could Replace Dollar 05:53 Reserve Currency Numbers 06:32 Wrap Up and Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
AI's appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist. Today, I'll be talking about chipflation and what policy tools can or can't be used to address the memory bottleneck. It's Wednesday, June 17th, at 10am in New York. Last week, you heard my colleague Shawn Kim talk about chipflation and the surging cost of memory. Today, I'll get into what policymakers can and can't do about it. As listeners will know, memory chips are becoming an increasingly strategic resource because AI infrastructure depends on them. And when a resource becomes strategic, governments tend to get involved. The challenge is that policy can help at the margin but probably can't solve the problem quickly. There are three reasons for that. First, many U.S. policy tools all take time. Direct subsidies, tax credits, procurement guarantees, and faster permitting are all things that can support new fabrication plants, packaging facilities, and testing capacity. But memory supply is not going to appear overnight. This new capacity has to be built, equipped, qualified, and ramped – and that process can take years. Second, China may be able to add some supply in conventional memory markets, but not enough to close the broader gap created by AI demand. That's especially true for high bandwidth memory, the more strategic type of memory for frontier AI systems. Supply there still remains highly concentrated, technically complex, and difficult to scale. Third, our base case is that U.S. policy remains more restrictive, not less. We don't expect a broad loosening of export controls given the strategic imperative of this technology. Instead, we think policymakers are likely to continue to prioritize supply chain resilience, trusted capacity, and geopolitical de-risking over the near-term price relief. Now, from a policy perspective, we think it's important to split memory into two categories. The first is AI strategic memory, high bandwidth and advanced DRAM. That's the memory that enables the most advanced AI systems. And for that reason, we think policy here is likely to focus on protecting strategic capability, limiting geopolitical vulnerability, and expanding trusted supply across the U.S. and its allied countries. The second category is commodity or legacy memory. That's the memory that you can think of as being used in autos, industrial systems, consumer electronics, and other non-frontier applications. Now here, we think policymakers could consider more flexible options, like differentiated licensing or targeted support for critical sectors. But even then, the limits are practical: permitting, workforce, tools, qualification cycles, and production lead times. China is the other major variable. Chinese producers are expanding in conventional DRAM and NAND. In some consumer-grade applications, that supply could act as a relief valve for buyers that have been crowded out by AI-related demand. But still, there are limits. Chinese producers face yield and technology gaps, even if policy is supportive. And China alone will not solve the high-bandwidth memory bottleneck. The regulatory backdrop reinforces that point.Some Chinese memory producers remain subject to U.S. restrictions or even heightened scrutiny. Access to the most advanced lithography tools also remains a hard ceiling. Without that access, scaling leading-edge memory becomes much more difficult. So, the bottom line is this: policy can mitigate chipflation, but it's unlikely to end it in the near term. For AI strategic memory, policymakers are more likely to defend access, deepen allied coordination, and encourage trusted capacity than to loosen restrictions. For commodity memory, there may be room for some targeted flexibility. But of course, geopolitics and timing still matter. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
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