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Il y a un an disparaissait une grande figure malienne, Tiébilé Dramé, qui fut deux fois ministre des Affaires étrangères et qui négocia plusieurs accords de paix avec les rebelles touaregs du nord du Mali. Aujourd'hui paraissent ses mémoires aux éditions Cauris Livres, sous le titre Tiébilé Dramé, Une vie de lutte. L'économiste et polytechnicien sénégalais Mamadou Lamine Diallo, qui a été vice-président de l'Assemblée nationale du Sénégal et qui a publié notamment Les Africains sauveront-ils l'Afrique ?, chez Karthala, a été un ami très proche du défunt. Il témoigne au micro de Christophe Boisbouvier. RFI : Pourquoi ce titre, Une vie de lutte, à propos du défunt Tiébilé Dramé ? Mamadou Lamine Diallo : C'est un titre qui a été validé par Tiébilé Dramé, lui-même, avec son épouse Kadiatou Konaré. Il correspond, je pense, objectivement, à ce qu'il a vécu depuis sa tendre enfance à Nioro et par la suite à Bamako, à travers donc les mouvements estudiantins et le mouvement démocratique. Cela correspond vraiment à la vie de Tiébilé. Sous la dictature du général Moussa Traoré, Tiébilé Dramé s'est engagé très jeune dans la lutte syndicale et il l'a payé de plusieurs années de bagne dans l'extrême nord du Mali. Puis, il a dû s'exiler. Pourquoi a-t-il été un acteur clé de la « Révolution » démocratique de 1991 ? Le mouvement étudiant, qu'il a dirigé en étant secrétaire général de l'Union nationale des étudiants et élèves du Mali, a été un peu le fer de lance de la lutte contre le régime militaire dictatorial du général Moussa Traoré. Il faut le dire. C'étaient des luttes violentes parce que les manifestations étaient réprimées. Et puis, ils ont arrêté beaucoup de dirigeants étudiants, des enseignants également. C'est ainsi que lui-même a été à Kidal, à Ménaka, dans les prisons au nord du pays. Et ensuite à son retour d'exil, évidemment, il a été l'un des principaux acteurs de la « Révolution » de 1991 ? Oui, c'est-à-dire qu'en exil à Paris au tournant des années 1980 et 1982, il était organisé avec d'autres Maliens au sein des étudiants maliens en France et des travailleurs immigrés. C'est tous ces mouvements qui ont conduit petit à petit au renversement du régime du général Moussa Traoré. Les manifestations ont été organisées à Bamako sous le couvert de la lutte anti-apartheid ou de la nécessité de la démocratie et du pluralisme politique. Et c'est tout cela qui a conduit à la chute du régime en 1991. Il a été un acteur décisif. Et on peut dire que ces années de bagne à Taoudeni, à Kidal, à Ménaka mais aussi que ces années de ministre des Zones arides, que tout ce parcours l'a conduit à devenir un homme de dialogue avec les groupes rebelles du nord du Mali ? Certainement, mais aussi son passage à Amnesty International. Il a eu à travailler avec Amnesty International à Londres pendant quelque temps, et je crois que c'est là où il a pris la fibre diplomatique. Cette fibre est également très sensible aux droits de l'homme, notamment avec ce qu'il a vu avec la répression en Mauritanie, avec les Négro-africains de Mauritanie. Là, il a été convaincu qu'il était important effectivement de dialoguer. C'est ça qui l'a conduit à être très actif dans les accords de Ouagadougou et d'Alger. Les accords de Ouagadougou de 2013, qui ont mis fin pendant quelque temps au conflit dans le nord du Mali. À la fin de sa vie, Tiébilé Dramé a vécu le retour des militaires au pouvoir et il a pris des risques. C'est lui par exemple en mars 2022 qui a prononcé l'oraison funèbre de Soumeylou Boubèye Maïga, après la mort de ce grand homme d'État malien dans une prison de la junte. Est-ce que son parcours et son combat pour la démocratie contre les militaires peuvent résonner encore pour la jeunesse malienne d'aujourd'hui ? Sa vie, son parcours, les principes autour desquels il a organisé son action politique devraient aider les jeunes Maliens à aider le Mali, qui est quand même au bord de l'effondrement, c'est le moins qu'on puisse dire. Ces principes-là sont fondés sur le respect de l'autre, la lutte contre les injustices, sur le pluralisme démocratique qui est une nécessité, mais aussi sur l'unité du territoire. Je crois que pour les accords de Ouagadougou, ils étaient au centre de ces négociations : chercher à obtenir la paix pour pouvoir organiser des élections basées sur l'unité du territoire, mais également sur le fait que les populations, les communautés du nord devraient être mieux traitées dans un Mali uni. Je crois que les jeunes Maliens devraient s'intéresser beaucoup plus à ce qu'il a écrit et à ce qu'il a fait. Cet ouvrage devrait être lu. À partir de ce moment-là, c'est à eux de trouver les solutions aujourd'hui pour sortir de la situation actuelle. Peut-on dire que Tiébilé Dramé était à la fois un grand démocrate et un homme intraitable sur l'intégrité territoriale du Mali ? Grand démocrate, oui, assurément. Personne ne peut en douter. Maintenant, en ce qui concerne le principe d'un Mali uni, unitaire, pour lui, ce n'était pas négociable. Avec ce principe-là, on doit pouvoir dialoguer, y compris avec des jihadistes, pour éviter le chaos.
Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang covers the announcement of the Radeon RX 9050 which include 4GB models, all the tidbits Adam learned at AMD's Advancing AI event, recent Windows news, and much more. And of course we answer questions live! Timecodes: (00:00:00) - Intro (00:06:15) - RX 9050 announced (00:24:42) - AMD AI event (01:01:53) - Windows updates (01:13:41) - Q&A Links: - RX 9050 news: https://www.pcworld.com/article/3200962/amd-reveals-the-radeon-rx-9050-and-4gb-graphics-cards-are-back.html - Zen roadmap: https://www.tomshardware.com/pc-components/cpus/amd-reveals-cpu-architecture-roadmap-through-2028-following-zen-6-venice-launch-zen-7-florence-to-debut-in-2028-alongside-diversified-product-family-confirms-zen-8-ravenna-in-development - Windows 10 numbers: https://www.pcworld.com/article/3199781/hp-exec-says-30-percent-of-pcs-still-run-windows-10-heres-why-that-number-matters.html - Windows 11 DRAM hog: https://www.pcworld.com/article/3199779/microsoft-admits-its-windows-11-apps-hog-ram-a-fix-is-coming.html Join the PC related discussions and ask us questions on Discord: https://discord.gg/UWhjwg778a Follow the crew on X and Bluesky: @AdamPMurray @BradChacos @MorphingBall Music by Our Ghosts: https://ourghosts.bandcamp.com/ Some links may contain affiliate links, which means if you buy something PCWorld may receive a small commission. ============= Read PCWorld! Website: http://www.pcworld.com Newsletter: http://www.pcworld.com/newsletters/signup ============= Learn more about your ad choices. Visit megaphone.fm/adchoices
One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an industry that destroyed wealth for four decades became disciplined after consolidating to three players in 2013. He then walks through what changed: AI inference has made memory the key bottleneck, memory content is climbing with each new generation of GPUs, and new supply takes three to four years to build. With prices up sharply and customers signing long-term agreements, Part 1 of this three-part conversation lands on a commodity industry whose business model is changing in real time. Key Takeaways Memory is a commodity with a three-to-four-year supply lag, which is why the cycle has always been difficult. Consolidation to three players in 2013 turned four decades of wealth destruction into at least 15% returns on capital through the cycles. In AI inference, memory bandwidth sets the speed of token generation, making memory the key bottleneck. NVIDIA's Rubin GPU carries 384 GB of DRAM, the equivalent of 32 iPhones per GPU, or 160 million iPhones across five million GPUs. HBM consumes three times the wafer capacity of standard DRAM (four times with HBM4) and is forecast to absorb 30% of DRAM wafers by 2027. DRAM contract prices are up roughly 200% year to date and 400 to 500% year over year, and price increases are reaching phones, laptops, and consoles. Customers are signing three-to-five-year agreements with prepayments, which could support a re-rating of memory companies. Companies Mentioned: Samsung Electronics, SK Hynix, Micron, NVIDIA, Intel, Texas Instruments, Apple, Nintendo Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts
China's largest memory chipmaker made a blockbuster debut on the Shanghai Stock Exchange's STAR Market on Monday as experts pointed to growing signs of a structural bull run in the A-share market.国内规模最大的存储芯片企业周一在上交所科创板重磅上市，业内专家表示，A 股市场结构性牛市信号愈发清晰。In the Chinese mainland's biggest initial public stock offering in recent years, shares of ChangXin Memory Technologies, or CXMT, surged 465.82 percent to close at 49 yuan per share, propelling its market value to more than 3 trillion yuan ($443 billion) and making it the most valuable company on the A-share market on its first trading day.此次上市为内地近年来规模最大的首次公开发行。长鑫存储技术有限公司（简称长鑫存储）股价暴涨 465.82%，收盘报 49 元每股，总市值突破 3 万亿元人民币（折合 4430 亿美元），上市首日登顶 A 股市值第一。CXMT not only overtook the United States peer Intel in market value, but also dethroned the Industrial and Commercial Bank of China as the domestic market's top-weighted company.长鑫存储市值不仅超越美国同行英特尔，还取代中国工商银行，成为 A 股市值权重最高企业。The company raised at least $8.6 billion with the offering, priced at 8.66 yuan per share.本次发行定价 8.66 元 / 股，企业募资规模至少 86 亿美元。The feverish trading was underscored by a record-shattering 140-billion yuan single-day turnover, reflecting a strong investor appetite for high-tech domestic champions as China presses ahead with its push for technological self-reliance.该股单日成交额高达 1400 亿元，创下历史新高，交易热度空前。当前我国持续推进科技自立自强，投资者对国产高科技龙头企业投资意愿强烈。Wu Hao, a portfolio manager at Founder Fubon Fund, said that CXMT's IPO completes the most critical piece of a puzzle for the A-share market's memory sector.方正富邦基金组合经理吴昊表示，长鑫存储登陆 A 股，补齐了 A 股存储板块最核心的一块短板。"It gives China its first homegrown DRAM powerhouse with global heft, sharpening the investment case across the memory value chain," he said.“长鑫存储打造出我国首家具备全球竞争力的本土动态随机存取存储龙头，整条存储产业链的投资价值都得到提升。” 他说道。From equipment and materials to design, manufacturing and packaging, the story of CXMT is now shifting from concept validation to earnings realization, he added.他补充道，从设备材料、芯片设计、晶圆制造到封装测试，长鑫存储的发展逻辑已从技术验证阶段转向盈利兑现阶段。DRAM, or dynamic random access memory, is the main type of memory that computers and servers use to run programs and process data in real time.DRAM 即动态随机存取存储器，是电脑、服务器实时运行程序、处理数据的主流存储芯片。With artificial intelligence-driven demand on the rise, the market is at the starting point of a new memory cycle in which the demand for memory chips will be substantially boosted given the rollout of more AI models and applications, said experts at Sinolink Securities.国金证券专家表示，人工智能拉动存储需求持续攀升，存储行业正式开启新一轮上行周期；随着各类人工智能模型与应用落地，存储芯片需求将大幅增长。Analysts at Huaxi Securities estimated that CXMT's market cap may stabilize at 2 to 3 trillion yuan in a base-case scenario, with upside to 4 trillion yuan under bullish assumptions.华西证券分析师测算，中性预期下，长鑫存储总市值有望稳定在 2 万亿至 3 万亿元；乐观情景下，市值有望冲击 4 万亿元。But the real significance lies beyond the numbers. By filling the long-missing gap of a homegrown DRAM manufacturing heavyweight, the listing is set to upend the skewed valuation framework of the A-share memory segment and, in the long run, reshape the entire semiconductor sector's pricing logic, they said.分析师表示，此次上市的深层意义远不止市值数据。长鑫存储填补了我国长期缺失的本土 DRAM 制造龙头空白，将重构 A 股存储板块失衡的估值体系，长期来看重塑整个半导体行业估值定价逻辑。Donnie Teng, a semiconductor and tech research analyst at Nomura, gave CXMT a buy rating and a 116-yuan target, projecting its global DRAM market share to rise from about 10 percent at present to 18 percent by the end of 2028.野村证券半导体科技行业分析师滕栋尼给予长鑫存储 “买入” 评级，目标价 116 元。其预测，2028 年末，长鑫存储全球 DRAM 市场份额将从当前约 10% 提升至 18%。CXMT's annual output growth is estimated at between 40 and 45 percent as AI will drive a sevenfold surge in global memory demand by 2030.机构预测，长鑫存储年产量增速将维持在 40% 至 45%；到 2030 年，人工智能将推动全球存储芯片需求增长 7 倍。Lu Zhe, chief economist at Soochow Securities, said that A-share investors' appetite for tech companies may pick up after CXMT's IPO.东吴证券首席经济学家陆哲表示，长鑫存储上市后，A 股市场资金对科技企业的投资热情或将回暖。Combined with the fact that a growing number of companies have recently announced their buyback plans, investors should adopt a more optimistic outlook on the A-share market.叠加近期多家上市公司发布股份回购计划，投资者对 A 股后市可保持更为乐观的判断。Though market volatility may be unavoidable, the odds of a market rebound are steadily rising, he said.他表示，市场短期波动虽难以避免，但整体反弹的概率正在持续提升。In a separate development, Fang Xinghai, a former vice-chairman of the China Securities Regulatory Commission, is under investigation for suspected serious violations of Party discipline and the law, China's top anti-graft authorities said on Friday.国家纪检监察机关周五通报，中国证券监督管理委员会原副主席方星海涉嫌严重违纪违法，目前正接受审查调查。Experts broadly read the move as a signal that the financial anti-corruption drive is entering a deeper phase, aimed at protecting the country's financial assets while upholding market integrity and stability.业内专家普遍认为，此次查处释放信号，金融领域反腐败工作持续向纵深推进，在维护资本市场公平稳定的同时，守护国家金融资产安全。Lian Ping, chairman of the China Chief Economist Forum, said that a new long-term stabilizing mechanism is taking shape in the Chinese capital market, featuring broader participation, early capital entry, institutional fine-tuning and long-term confidence stabilization.中国首席经济学家论坛理事长连平表示，我国资本市场全新长效稳定机制正在逐步成型，核心特征包括市场参与主体多元化、长期资金前置入市、机构体系优化调整、市场长期信心稳固。The A-share market has entered a structural bull run with the optimizing of the market governance mechanism. With more supportive policies and capital anticipated, investors should have faith in the A-share market, as the valuation of technology companies will return to a reasonable level, said Lian.连平称，随着资本市场治理机制持续完善，A 股已步入结构性牛市。后续利好政策与增量资金有望持续落地，科技企业估值将回归合理区间，投资者应当对 A 股市场保持信心。"New quality productive forces and technological innovation, which play pivotal roles in China's economic restructuring, need the empowerment of equity financing. This is the fundamental reason underpinning the sustained upward trajectory of the A-share market over the long run," he said.他表示：“新质生产力与科技创新是我国经济结构转型的核心抓手，二者离不开股权融资的赋能支撑。这也是 A 股市场长期具备上行基础的根本原因。”semiconductor /ˌsemikənˈdʌktə(r)/n. 半导体valuation /ˌvæljuˈeɪʃn/n. 估值；估价structural /ˈstrʌktʃərəl/adj. 结构性的innovation /ˌɪnəˈveɪʃn/n. 创新；革新
News sources: https://lmg.gg/9Vehu Timestamps: 0:00 Shared Claude chats appear on Google 1:39 Man faces prison for wiping his phone 3:08 PC shipments fall as tech gets pricier 5:31 QUICK BITS INTRO 5:37 Huawei may build its own DRAM fab 6:17 Microsoft cracks down on Windows piracy 6:53 Facebook verifies users are human 7:26 Vatican prayer app leaks user data 8:26 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices
Una fotografía, una aplicación y una respuesta en segundos. Para muchas familias, ese es hoy el primer paso cuando aparece una lesión en la piel de un niño. Pero… ¿qué tan confiable es esa respuesta? La inteligencia artificial ya no pertenece al futuro. Nuestros pacientes ya la están utilizando para buscar diagnósticos, interpretar síntomas y decidir si necesitan – o no – consultar a un médico. En una especialidad tan visual como la Dermatología, estas herramientas podrían mejorar el acceso, facilitar diagnósticos y apoyar a profesionales de la salud. Pero también pueden cometer errores, reproducir sesgos y ofrecer una falsa sensación de seguridad. Entonces, ¿la inteligencia artificial es nuestra aliada, representa un riesgo o se está convirtiendo en el nuevo primer contacto de nuestros pacientes? Para conversar sobre este tema nos acompaña en este episodio la Dra. Mónica Ramos, dermatóloga egresada del Instituto Dermatológico de Jalisco, con subespecialidades en Dermatología Pediátrica y Cirugía Dermatológica, además de formación en Alta Dirección de Empresas por IPADE Business School. La Dra. Ramos es profesora de Dermatología Láser y Cosmética, docente del Tecnológico de Monterrey y de la Diplomatura en Terapia Láser en Dermatología del CILAD. Además, es fundadora de Dermika Centro Dermatológico Láser, SKN Farmacias, YICH Skincare y SkinEdge, una plataforma de inteligencia artificial aplicada a la Dermatología. Instagram: @dramonicaramos ¿Tienes algún comentario sobre este episodio o sugerencias de temas para un futuro podcast? Escríbenos a pediatrasenlinea@childrenscolorado.org.
Fala cambada de Viciados em Séries!! O COFFCAST TÁ DE VOLTA!! Hoje o nosso timaço está reunido para conversar quais são os MELHORES EPISÓDIOS DAS SÉRIES DRAMÁTICAS.Se você busca por "Game of Thrones", "Lost", "Supernatural", "Dark", entre outros, então esse programa é para você.Caso queira acompanhar as Lives que fazemos no perfil do Davi, clique aquiMas, contudo, porém, entretanto, todavia, o que está esperando? Escute o CoffCast 221 e também assine o nosso feed!!!E se caso você queira enviar algum email para a gente é só mandar para: coffcast@gmail.comCoffCasters: Davi Cardoso (Sr. Dharma), Samuel Ragnus e Jhonathan Aziel.LINK DO CAST NO ANCHOR – https://anchor.fm/asociedadedepodcastsLINK DO SPOTIFY – https://open.spotify.com/show/6UjBjDjRJc5IAgdIyZQ9YlEdição: Davi CardosoArte: Davi Cardoso
Uno de los episodios más dramáticos en la historia de Radio Praga: el antes, durante y después de la Primavera de Praga, y el recuerdo imborrable de Jan Palach.
Las autoridades francesas ordenaron la evacuación de toda la península de Cap Ferret, en la costa suroeste, y cientos de personas están abandonando la zona en barco. Por su parte, el gobierno de España declaró la emergencia nacional debido a los incendios forestales que arden sin control en varias zonas cercanas a Madrid, la capital.
Uno de los episodios más dramáticos en la historia de Radio Praga: el antes, durante y después de la Primavera de Praga, y el recuerdo imborrable de Jan Palach.
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
The Pirate Street Journal takes a sharp look at business through the category design lens, and this episode delivers three stories that reveal how the decisions made today will define economic winners and losers for decades. From data center legislation in New York to Apple raising prices and a Costco cashier becoming a millionaire, each story points to the same underlying truth: the category you choose matters more than almost anything else. Whether you are a governor, a tech executive, or an hourly worker, picking the right side of the S-curve is everything. This is just one of the topics that Pirates Christopher Lochhead, Eddie Yoon and Bri Clark discuss on this episode of Pirate Street Journal. Each week, the Category Pirates pick three headlines worth paying attention to and break down the category underneath. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. New York Said No to Data Centers and It Will Pay the Price On July 10th, New York became the first state in America to ban new data centers, with Governor Kathy Hochul signing a freeze on permits for hyperscale facilities for up to a full year. She cited higher power bills, water use, and grid strain as her reasons. Meanwhile, legislation is already being introduced to extend that freeze to three years. This is happening at the same time a study revealed New York has lost $11 billion in taxes due to millionaires leaving the state, and the city recently implemented rent control that has effectively killed new housing development. Compare that to Boise, Idaho, where four people started a memory chip company called Micron in the basement of a dental office back in 1978. Today, Micron employs more than 6,000 people, stands as the third largest private employer in Idaho, and just committed to a $15 billion expansion, the largest private investment in the state’s history. One town said yes 48 years ago and is still cashing that check. The next Boise could be anywhere someone decides to welcome the future, including, perhaps, the Big Island of Hawaii. The smarter move for any governor would not be a blanket freeze but a proof of concept, a small data center pilot that generates real-world data instead of relying on academic spreadsheets. Governors today have more power and agency than they may realize, and the choice between welcoming AI infrastructure or blocking it is really a choice between the future and the past. Apple’s Price Hikes Signal the Return of On-Premise AI Apple recently raised prices across its lineup, with the Mac Studio jumping $1,300 and even entry-level MacBooks climbing $100. Tim Cook called the memory shortage a hundred-year flood, and he is not entirely wrong. DRAM and NAND prices surged roughly 60% last quarter and are projected to climb another 13 to 18% this quarter, with some analysts expecting memory costs to double again before the cycle ends. The AI hardware boom is still in its early innings, and anyone due for an upgrade should know that prices are only heading one direction. But the deeper story here is about data ownership and the return of on-premise computing. When businesses send their data into cloud-based AI platforms, those platforms can see everything. The controversy around Anthropic launching a product that competed directly with Cursor, a development tool built on top of Anthropic’s cloud, illustrated exactly why enterprises cannot afford to hand over their intellectual capital. Goldman Sachs, Merck, Citibank, none of them can afford to have an AI provider see their most sensitive work and potentially act on it. Apple’s privacy-first approach and its push to run more AI directly on device is not just a marketing position. It is a strategic response to a real problem. As LLMs commoditize, Apple is positioning itself as the gateway that routes your queries to the right model for the right task, while keeping your data on your device and out of someone else’s servers. Dell is also worth watching here, as its infrastructure business is growing at 40% while its consumer hardware grows at just 5%, a clear signal that the on-prem shift is accelerating. The Costco Cashier Proves Category Kings Build Millionaires The Wall Street Journal ran a story about a Costco cashier who makes $32.90 an hour, started at $5.85 back when it was still Price Club, owns a three-bedroom home with a pool, and has a 401(k) worth over one million dollars. He is not an outlier. Costco’s CFO confirmed that many thousands of their hourly workers have crossed the seven-figure mark in retirement savings, and the company’s annual turnover sits at just 7% compared to a retail industry average of 60%. This story is really about category design in action. Costco became a category king in retail by capping its markups at 15% when every other retailer was charging 35 to 40%, offering generous health benefits even to part-timers, and building a culture that retains people for decades. When you combine low turnover with a growing stock, mission-driven leadership, and a business model that serves customers, employees, and investors simultaneously, you get the kind of compounding wealth that turns a cashier into a millionaire. The lesson applies whether you are scanning groceries or launching a startup. The category you pick matters more than the salary on your offer letter. Finding a company on the left side of the S-curve, one that treats its customers, its people, and its investors well while still growing, is the real career decision. The title and the paycheck matter far less than whether the category you join is heading toward abundance or quietly flatlining on the way down. To hear about all the topics in this week's The Pirate Street Journal, download and listen to this episode. You can also read more Pirate Street Journal entries in the Category Pirates newsletter. We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), LinkedIn, and subscribe on Apple Podcast / Spotify!
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.
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:
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.
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
In this episode of The Effortless Podcast, Dheeraj Pandey sits down with co-host Amit to dissect the dramatic acceleration of AI over the last few months and map out its next major frontier memory. Moving past prescriptive frameworks and simple prompt-engineering, they unpack how autonomous agents are shifting the industry's focus from "token maxing" to "impact maxing," forcing a complete rethink of computing architecture. The conversation explores how memory within AI agents cannot remain a flat, horizontal file. Instead, true enterprise intelligence requires a tiered hierarchy of memory spanning episodic, semantic, and procedural layers that mirrors human psychology and classical hardware caching. Drawing a striking parallel between token anxiety and electric vehicle range anxiety, they make the case for a hybrid CPU-GPU future where structured data, governance, and safety rollbacks are critical to preventing autonomous systems from breaking the bank or deleting databases. Key Topics & Timestamps 00:00 – Summer updates and AI's recent "quantum jump". 01:00 – Token maxing vs. impact maxing & autonomous React loops. 03:00 – Model reliability & using Grep, Sed, and Awk for dynamic context. 07:00 – Terminal text-matching tools explained simply. 08:00 – xAI, data center builds, and Neocloud disruption. 10:00 – Cursor's acquisition & the shift to autonomous harnesses. 12:00 – Desktop hurdles: Sandboxing, Docker, and local firewalls. 14:00 – Coding for the "paranoid path" and failure modes. 18:00 – The Core Thesis: Memory as AI's next major frontier. 21:00 – Caching tiers: KV cache vs. CPU/GPU caches and DRAM. 25:00 – Personal vs. enterprise memory: Turning data into goal-oriented meaning. 32:00 – Enterprise memory grammar: Ontology, identity, and work. 41:00 – Psychology of memory: Episodic, semantic, and procedural structures. 45:00 – Hybrid CPU-GPU needs & the EV range anxiety metaphor. 53:00 – Agent safety: Rollbacks, versioning, and transaction protection. 58:00 – Team intelligence: Bringing AI context to Slack and Teams. 1:01:00 – State vs. skill versioning: The derivative of human intelligence. 1:03:00 – Summary: Memory as data reduction & reinforcement learning. 1:09:00 – Final thoughts: Managing atoms vs. bits & the future of labor. Hosts: Amit Prakash – CEO and Founder at AmpUp, former engineer at Google AdSense and Microsoft Bing, with extensive expertise in distributed systems and machine learning. Dheeraj Pandey – Co-founder and CEO at DevRev, former Co-founder & CEO of Nutanix. A tech visionary with a deep interest in AI, systems, and the future of work. Follow the Hosts: Amit Prakash LinkedIn – https://www.linkedin.com/in/amit-prakash-50719a2/ Twitter/X – https://x.com/amitp42 Dheeraj Pandey LinkedIn – https://www.linkedin.com/in/dpandey/ Twitter/X – https://x.com/dheeraj Share Your Thoughts Have questions, comments, or ideas for future episodes?
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.
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.
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.
Quedaron definidos los cruces de los mejores ocho equipos del Mundial de Fútbol
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
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? 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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.
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.
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 ----------------------------------
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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