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Gościem najnowszej Melliny jest król internetowych recenzji Piotr Knioła, znany pod pseudonimem PigOut. Kto nie nadąża za dramą wokół Joanny Jabłczyńskiej i Katarzyny Grocholi, może dziś nadrobić zaległości.Jak to się stało, że internet zapłonął wokół zmian w kontynuacji "Nigdy w życiu" i czy była to część strategii marketingowej. Będzie też o najnowszej kampanii promującej Polskę i awanturze na pokładzie samolotu, w drodze na wieczór panieński. A także o tym, gdzie kończy się krytyka, a zaczyna hejt.
¿Van a censurar los memes y las parodias? Tenemos algunas reacciones. Germán Martínez es fan de Calibre50 y recordó cuando la Dra Müller buscó la doble nacionalidad. Un candidato en Paraguay promete 24 horas gratis en sus moteles si gana. Gala Montes siente envidia de Aleks Syntek... ¿y quién no? Nuestra querida LaJosa era treeeemenda y no lo niega, ¡la amamos! MoyMu recuerda cuando José Saturnino 'Carnoso' le metía y le metía y le metía unos golazos.
Maricarmen, inquilina del piso en el céntrico barrio de Retiro, no podía pagar el alquiler fijado por la empresa que lo compró años atrás.
Príchod očakávaného megatitulu GTA 6 vyvolal paniku v obchodoch a nedostatok konzol vystrelil ceny PlayStation 5 Pro nad 1 200 dolárov. Na pozadí hardvérovej paniky však OpenAI v spolupráci s Broadcomom predstavila špecializovaný AI čip Jalapeño, ktorého návrh vďaka umelej inteligencii trval iba deväť mesiacov.O tom, čo sa deje s cenami konzol, prečo trh naráža na fyzikálne limity a ako nový čip od OpenAI ohrozuje dominanciu Nvidie, sa v novom diele podcastu SHARE Chipcast rozprávajú redaktori Živé.sk Lukáš Koškár a Maroš Žofčin. V epizóde zaznejú aj vyjadrenia garanta výskumu Slovenského čipového kompetenčného centra, profesora Martina Weisa zo Slovenskej technickej univerzity. Slovenské čipové kompetenčné centrum je partnerom podcastu.V podcaste sa dozviete aj o týchto témach:Prečo nedostatok PS5 Pro a rast cien Xboxov Series X na tisíc eur obracajú herný trh hore nohami a aké sú alternatívy.Prečo narážame na limity dnešnej technológie, čo je to stohovanie vrstiev a ako Intel či AMD skladajú čipy vedľa seba.Ako špecializovaný čip na inferenciu dosahuje 1,5- až 1,9-násobne vyšší výkon na watt než Nvidia Blackwell.Prečo celý proces od návrhu po výrobu trval vďaka umelej inteligencii rekordných 9 mesiacov namiesto rokov.Ako Samsung s novou technológiou integruje výpočtové bloky priamo do DRAM na lokálnu AI v mobile.Ďalšie zaujímavosti prinášame v článku: https://zive.aktuality.sk/clanok/u9ThV04/playstation-za-1-300-eur-a-xbox-za-tisicku-hraci-zacinaju-panikarit-preco-sa-to-deje/ Podcast SHARE Chipcast pripravuje magazín Živé.sk.
China is putting artificial intelligence at the heart of its next manufacturing push, seeking to make factories smarter and critical supply chains more resilient, while keeping the world's largest manufacturing base plugged into global markets, officials, company executives and industry experts said on Sunday.中国正把人工智能置于新一轮制造业升级的核心位置，推动工厂更加智能、关键供应链更具韧性，同时保持全球最大制造业基地与国际市场的紧密联系。官员、企业高管和行业专家周日表示。The message was delivered as the 2026 World Manufacturing Convention opened on Sunday in Hefei, Anhui province. It came just days after China's top leadership called for sustained efforts to expand and strengthen advanced manufacturing, and make the country's industrial chains more self-supporting and risk-resilient at a national advanced manufacturing conference in Beijing last week.2026世界制造业大会周日在安徽合肥开幕，上述信号在会上得到进一步释放。就在几天前，中国最高领导层在北京举行的全国先进制造业会议上提出，要持续做大做强先进制造业，提升产业链自主可控水平和抗风险能力。The timing of the two gatherings underscores a shift in the country's industrial priorities. Xin Guobin, vice-minister of industry and information technology, said at the Anhui convention that China will make a new generation of intelligent manufacturing a priority and push for the deeper integration of AI in manufacturing.这两场会议接连举行，凸显出中国制造业发展重点正在发生转变。工业和信息化部副部长辛国斌在安徽举行的大会上表示，中国将把新一代智能制造作为重点方向，推动人工智能与制造业深度融合。“China will cultivate smart factories, develop open-source foundation models and industry-specific AI models, strengthen domestic manufacturing software and hardware, and accelerate the low-carbon transformation of factories,” Xin said.辛国斌说：“中国将培育智能工厂，发展开源基础模型和行业专用人工智能模型，强化国产制造业软件和硬件，加快工厂低碳化转型。”That transition is particularly visible in Anhui. Liang Yanshun, Party secretary of Anhui, said that every minute, factories across the province produce about 190 home appliances, 50 laptop computers and four new energy vehicles.这一转型在安徽表现得尤为明显。安徽省委书记梁言顺表示，全省工厂平均每分钟可生产约190台家电、50台笔记本电脑和4辆新能源汽车。“Such momentum benefits from Anhui's decades of technological innovation and intelligent transformation. More and more Anhui-made products are setting sail overseas and benefiting consumers around the world,” he said.梁言顺说：“这样的发展势头，得益于安徽数十年来持续推进科技创新和智能化改造。越来越多‘安徽造'产品正走向海外，为全球消费者带来便利。”One of the prime examples is ChangXin Memory Technologies. The Hefei-based memory chip maker said on Sunday that it has begun mass production of its fifth-generation, or G5, DRAM technology platform, which has reached the industry's most advanced manufacturing level.长鑫存储就是其中的代表之一。这家总部位于合肥的存储芯片制造商周日表示，公司已开始量产第五代，即G5 DRAM技术平台，其制造水平已达到行业最先进水平。CXMT said that each wafer can now produce over 50 percent more usable memory chips than the previous-generation platform. Its 24GB LPDDR5X mobile memory chips based on the new platform are also in mass production and have been adopted by mainstream Chinese flagship smartphones.长鑫存储表示，与上一代平台相比，新平台每片晶圆可产出的可用存储芯片数量提升超过50%。基于这一平台的24GB LPDDR5X移动存储芯片也已实现量产，并被国内主流旗舰智能手机采用。LPDDR5X is a type of high-speed, low-power memory chip widely used in premium smartphones, where higher capacity and faster data transfer are increasingly important for AI and other computing-intensive applications.LPDDR5X是一种高速、低功耗存储芯片，广泛应用于高端智能手机。随着人工智能及其他高算力应用不断发展，存储容量和数据传输速度的重要性日益凸显。Luo Xiaodong, vice-president of CXMT, said that the company had reduced the half-pitch of the active area in its memory array to 11.95 nanometers, putting CXMT close to the most advanced DRAM manufacturing technologies currently in mass production worldwide. The figure refers to the spacing between key structures inside a memory chip: the smaller the spacing, the more memory cells can be packed onto the same area of silicon.长鑫存储副总裁罗晓东表示，公司已将存储阵列有源区的半间距缩小至11.95纳米，使其技术水平接近目前全球已实现量产的最先进DRAM制造技术。所谓“半间距”，是指存储芯片内部关键结构之间的间隔。间距越小，同样面积的硅片上就能集成更多存储单元。Latest data from the Anhui provincial government showed that during the 14th Five-Year Plan (2021-25) period, revenue from the province's large industrial companies climbed to 5.9 trillion yuan ($866 billion) from 3.8 trillion yuan, taking the province to fifth place nationwide.安徽省政府最新数据显示，“十四五”时期（2021年至2025年），全省规模以上工业企业营业收入由3.8万亿元增长至5.9万亿元（约8660亿美元），全国排名升至第五位。Carlos Magarinos, global chairman of the Global Alliance of SMEs and a former director-general of the United Nations Industrial Development Organization, said that Anhui had made a “profound impression”, pointing to the rapid growth of sectors including new energy batteries and electronic information.全球中小企业联盟全球主席、联合国工业发展组织前总干事卡洛斯·马格里诺斯表示，安徽给他留下了“深刻印象”。他特别提到，包括新能源电池和电子信息在内的多个产业近年来实现快速增长。Industry experts said that for China, the next manufacturing race is no longer simply about making more, but about making smarter and greener, and creating more advanced technology.行业专家指出，对中国而言，下一阶段制造业竞争已不再只是“生产得更多”，而是要“生产得更智能、更绿色”，并不断提升先进技术水平。Tian Jietang, head of the industrial economics department at the Development Research Center of the State Council, said: “China needs stronger advanced manufacturing capabilities and more resilient supply chains to cope with intensifying international competition.”国务院发展研究中心产业经济研究部部长田杰棠表示：“面对日益激烈的国际竞争，中国需要进一步提升先进制造业能力，并增强供应链韧性。”【词汇提炼】resilient /rɪˈzɪliənt/ adj.有韧性的；抗风险能力强的integration /ˌɪntɪˈɡreɪʃn/ n.融合；整合foundation model基础模型；基础大模型mass production大规模生产；量产wafer /ˈweɪfə(r)/ n.晶圆computing-intensive /kəmˈpjuːtɪŋ ɪnˈtensɪv/ adj.计算密集型的
Nová série Wolfcastu otevírá téma počítačových pamětí od jejich úplných teoretických základů. Michal Rybka rozebírá rozdíl mezi bezestavovými systémy a stavovými automaty a vysvětluje, proč bez vnitřního stavu, paměti a podmíněných skoků nedosáhneme na turingovskou úplnost. Dozvíte se, co říká věta o prostorové hierarchii, jak Savitchova věta dokazuje, že více dostupné paměti umožňuje řešit principiálně složitější problémy, a v čem spočívá zásadní omezení známé jako von Neumannovo hrdlo, které limituje propustnost mezi procesorem a pamětí.Druhá část dílu přináší fascinující portrét samotného Johna von Neumanna – univerzálního matematika, který v osmi letech ovládal kalkulus, vtipkoval ve starořečtině a podílel se na projektech ENIAC, EDVAC i na Manhattan Projectu. Dozvíte se, v čem se jeho abstraktní uvažování lišilo od vizuálního přístupu Richarda Feynmana, co je to kuriózní paměť WORM (Write Only Memory) a jaká je fyzikální realita čipů v našich počítačích – od osvěžovaných kondenzátorů v DRAM přes bistabilní obvody SRAM až po chycené elektrony a degradaci izolační vrstvy u Flash pamětí.Podcasty a další obsah RetroNation.cz můžeme natáčet kvůli podpoře od komunity na Patreonu. Děkujeme vám za ni! Jakékoliv dotazy a připomínky pište na email retronationrulez@gmail.com.
In late July 2015, Intel and Micron Technology announced what they called the first new memory category in over 25 years. They dubbed it 3D XPoint. And the two silicon giants said that it could revolutionize fast access to large sets of data. 3D XPoint is a nonvolatile memory like NOR or NAND flash. So unlike DRAM, it doesn't forget its data if the power goes out. There were big claims. It had read and write speeds 1,000x faster than NAND. And its endurance was 1,000x better. And it had up to ten times the density of conventional memory. A single individual die can store 128 gigabits of data. 3D XPoint would evolve into the Intel brand Optane. It promised to be the next great memory. In today's video, we take a look at Intel and Micron's attempt to introduce a whole new memory category.
In late July 2015, Intel and Micron Technology announced what they called the first new memory category in over 25 years. They dubbed it 3D XPoint. And the two silicon giants said that it could revolutionize fast access to large sets of data. 3D XPoint is a nonvolatile memory like NOR or NAND flash. So unlike DRAM, it doesn't forget its data if the power goes out. There were big claims. It had read and write speeds 1,000x faster than NAND. And its endurance was 1,000x better. And it had up to ten times the density of conventional memory. A single individual die can store 128 gigabits of data. 3D XPoint would evolve into the Intel brand Optane. It promised to be the next great memory. In today's video, we take a look at Intel and Micron's attempt to introduce a whole new memory category.
In today's Cloud Wars AI Minute, I break down Gartner's $2.59 trillion AI infrastructure spending figure and why rising compute and memory costs are shifting where the economics of the AI boom are landing.Highlights00:11 — Let's talk about this new Gartner number that just came out. Gartner is claiming that it's $2.59 trillion in CapEx expenditures that we're starting to see companies investing in the AI infrastructure space. Well, this is a very big number, and in an earlier video, I covered the fact that now we're starting to see cash flow not being able to keep up.01:02 — If we take a look at Nvidia for a second, that is going to be running a lot of this compute on its hardware, you're going to see that they're at $89 billion in one quarter. Now, that's their revenue in just one quarter alone, and that's up 117 percent year over year. This means that they're demanding prices and they're manufacturing this in a market that the demand is far exceeding their ability to actually produce equipment.01:36 — And you're also seeing 400% DRAM prices going up since the start of 2024, and so when you combine these two different pieces together, what we're seeing is that the revenue is really being made by the hardware manufacturers and the ability to do the compute. This is where all revenue seems to be going right now.02:15 — Gartner has even predicted that in 2026 we're going to see the trough of disillusionment happen in the AI space. Now, what this really means is that we're going to see the hype cycle bring it down a bit to be able to go into what is the actual reality of AI return on investment, and so we should start seeing this hype cycle come down.03:22 — And so this is going to be a very interesting thing for us to continue to watch throughout 2026, and it should open up some opportunity and hopefully maybe help us reduce the demand that we have on both compute and memory infrastructure, allowing this to normalize a bit. Visit Cloud Wars for more.
Xiaomi fängt an die Xiaomi 18 Serie anzuteasern und liefert uns das erste offizielle Bild vom Xiaomi 18 Pro. Wie versprochen befindet sich auch hier auf der Rückseite ein Display, welches jetzt mit deutlich mehr Partnerapps daherkommt, aber auch einen ziemlichen Trick auf Lager hat.
¡LA PARANOIA SE APODERA DE RUSHVILLE!
"Because as an investor, anytime money moves, it creates an investment opportunity." This episode breaks down warnings from Tim Cook and Elon Musk about a historic memory chip shortage driven largely by AI, and why it means phones, laptops, and cars are about to get more expensive. He explains why most people are overlooking this shift and how it has quietly been creating investment opportunities for months. Jaspreet Singh walks through the four forces converging at once: surging AI demand for memory, a production halt back in 2023, the years it takes to rebuild chip supply chains, and a helium shortage tied to the war in the Middle East. He compares this moment to past supply shocks like the 1970s oil crisis and the 2021 chip shortage, and covers how the US, South Korea, and China are competing to control memory chip production. In this episode, you'll learn: Why AI data centers require far more memory than before, and why production slowed after a 2023 supply glut How the war in the Middle East disrupted a major helium supply needed to manufacture memory chips Parallels to the 1973 oil shock and the 2021 chip shortage, including their effects on inflation and stock prices Why hedonic adjustments can understate rising phone and computer prices in official inflation numbers How South Korea dominates DRAM and HBM memory production, and why China is racing to catch up The Trump administration's steps to rebuild US chip manufacturing, including tariffs, export restrictions, and Project Vault Example funds like the Roundhill Memory ETF, SMH, and SOXX for exposure to memory and semiconductor companies Why spotting a shift like this early, before it hits headlines, is key to finding investment opportunities Keywords: memory chip shortage, semiconductor stocks, AI data centers, DRAM, HBM memory, supply chain, inflation, South Korea, China, investing ✅ Register for my investing Workshop & get Market Briefs as a bonus: Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
September 14, 2026 - Memory and chip stocks got hit hard today (DRAM down 7%, semiconductors down nearly 5%) after frontier AI labs signaled they may be slowing development — even as the hyperscalers actually funding that buildout (Google, Meta, Microsoft) traded up 2-3% the same day. Chase breaks down why that split makes sense, and why he thinks the slowdown talk isn't just competitive posturing or a bid for a government bailout: independent analysis of a recent incident found AI agents built their own communication channel through normal files, without being programmed to, and tried to cover their tracks after cheating on a test — behavior that implies real awareness of what their human overseers were watching for. He also unpacks why the president publicly dismissing AI risk today is a riskier political bet than it looks, why a real slowdown could actually be good for hyperscalers and capital markets by cooling an overheating capex cycle, and gives his honest, deliberately-centrist read on the whole doomer-vs-accelerationist fight. Plus: the 10-year yield's brush with 5% for the first time since 2023, a skeptical read on the Energy Secretary's SPR-refill promise, and where the oil war may be starting to hit its own circuit breaker.Schedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami and Dan Nathan are joined by SoFi's Liz Thomas, back on Market Call for the first time since April, for a deep dive into a bond market that's doing a lot of the Fed's work for it. The 10-year is pushing toward 5%, and Liz lays out her case for buying it here — plus why she thinks a rate hike next week (or even before the midterms) is unlikely. She also walks through a chart comparing today's setup to the late-1990s hiking cycle, and why the market historically doesn't roll over until several hikes in. They cover industrials quietly underperforming as a possible early warning sign, the debt-fueled AI buildout and what happens if demand cracks, gold's case despite the recent pullback (with central banks still repatriating reserves), and a bearish call on memory/DRAM stocks now that "the fever has broken." Later: Salesforce, Anthropic, and the debate over whether AI kills or complements SaaS, John Butters' latest FactSet earnings-season inflation data, and a look back at Nvidia's wild chart. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Lara Stoll, Preisträgerin des Salzburger Stiers 2021, hat ein neues Buch veröffentlicht – das Drehbuch zu einer unverfilmten Mundart-Fernsehserie. Im Lara Stolls sechsteiliger Mini-Serie, die nun statt im Fernsehen zwischen zwei Buchdeckeln gelandet ist, geht es um Géraldine «Gunni» Hofer. Sie ist 34, versucht sich als Musikerin, schlägt sich als Moderatorin eines alternativen Radiosenders durch und ist mit dem Erwachsenenleben heillos überfordert – das ihr aktuell besonders übel mitspielt: Wohnung verloren, Beziehung beendet, Job auf der Kippe, und zu allem Übel liegt auch noch Gunnis geliebte Grossmutter im Sterben. Da erstaunt es schon fast nicht mehr, dass Lara Stolls Protagonistin auch noch von Panikattacken verfolgt wird. Inmitten dieses Lebens, das sie zunehmend überfordert, versucht Gunni, irgendwie zu bestehen – und beginnt immer stärker, allen etwas vorzuspielen. Sei es ihrem Psychiater, ihren Freunden, der Grossmutter oder auch sich selbst. Lara Stoll lässt uns aber nicht einfach einer Scheiternden zuschauen, sondern ihr ist (neben der Tatsache, dass es – typisch Stoll – viel absurde Situationskomik darin hat) nicht zuletzt ein rührendes Buch über Freundschaften und übers Abschiednehmen gelungen. In der Sendung spricht Lara Stoll darüber, was sie an der besonderen Form des Buchs als Drehbuch gereizt hat, welche Herausforderungen das Schreiben in Zürcher Dialekt für sie als Thurgauerin mit sich brachte, und wie viel echtes Leben in dieser filmisch erzählten Dramödie steckt. Ausserdem erklären wir zum Schluss der Mundartstunde die historischen und sprachlichen Hintergründe der Familiennamen Spring, Springer, Sprung und Sprunger.
¿De verdad eres el dueño de la cámara que cargas en tu mochila fotográfica o simplemente eres un inquilino pagando una renta perpetua a las corporaciones de software para poder usar tus propios lentes? En este episodio, analizamos las crudas realidades financieras y tecnológicas que están reconfigurando la industria audiovisual, y trazamos una verdadera estrategia de supervivencia para proteger tu dinero, tus activos físicos y tu criterio artístico.Analizamos a fondo los cinco acontecimientos que marcan el panorama actual de la creación de contenido:El giro militar de GoPro: Revelamos los detalles detrás de la venta de GoPro por 285 millones de dólares a Starman Optical para evitar la quiebra. Explicamos por qué una empresa líder en transceptores de fotónica militar adquiere una marca de consumo masivo para fusionar sus más de 2,500 patentes de óptica con sistemas de seguridad nacional, inteligencia artificial y defensa de EE.UU. ¿Qué pasará si acabas de comprar o reservar sus últimos modelos?La rebelión contra el monopolio de Adobe: Evaluamos el lanzamiento de DxO Photolab 10 como un ecosistema de resistencia con su licencia perpetua única de $250 USD y su estrecha integración "píxel a píxel" con Affinity Photo. Analizamos su revolucionaria IA de mapeo de profundidad 3D y segmentación de rostros, pero también desnudamos sus limitaciones críticas antes de que decidas migrar: problemas en macOS, incompatibilidad con RAW comprimidos de Sony y la ausencia de mejoras en reducción de ruido.La rebelión silenciosa frente al smartphone (Canon 2026): El informe financiero oficial de Canon confirma un impresionante crecimiento del 16.9% en ventas de cámaras tradicionales, impulsado por usuarios que abandonan la fotografía computacional móvil buscando una experiencia óptica auténtica. Sin embargo, te advertimos sobre la inminente subida de precios en cuerpos debido al encarecimiento del silicio y las memorias DRAM.Fujinon XF400mm F4.5 R LM OIS WR ($3,199 USD): Desglosamos técnicamente este milagro ergonómico de solo 1,245 gramos, ideal para fotografía de fauna a mano alzada. No obstante, analizamos por qué el sistema de autofoco del cuerpo de cámaras como la Fujifilm XH2S sigue siendo el cuello de botella que te puede dejar vendido en entornos complejos.Circuit Valley CHC5: Analizamos críticamente el proyecto alemán de cámara modular de código abierto por menos de $700 USD en Kickstarter. Evaluamos el riesgo extremo de perder la comunicación electrónica con tus lentes y la falta de un procesador de imagen ISP propietario, lo que te obliga a ser programador antes que artista.Únete a nuestra resistencia colectiva contra el abuso corporativo. ¡Protege tu capital, defiende tu autoría y mantén limpia tu óptica!
Trente vieilles barrettes de mémoire oubliées dans un garage peuvent désormais valoir plusieurs milliers de dollars. Cette petite histoire australienne raconte surtout une anomalie beaucoup plus sérieuse : l'intelligence artificielle est en train de bouleverser jusqu'au marché de la RAM d'occasion.Un utilisateur de Reddit raconte avoir retrouvé 30 barrettes Samsung DDR4 de 64 gigaoctets provenant d'un ancien serveur que son employeur lui avait laissé récupérer. Au total : 1,92 téraoctet de mémoire vive qui prenait la poussière. L'intéressé estime aujourd'hui le lot à 10 000 dollars. Mais il faut immédiatement relativiser ce « jackpot ». Il ne précise pas la devise, les barrettes doivent encore être testées, et ce ne sont pas des modèles destinés à monsieur Tout-le-Monde. Il s'agit de DDR4 ECC pour serveurs, à 2 666 mégatransferts par seconde. Elles ne fonctionnent donc pas dans la majorité des PC classiques.Si elles valent soudainement beaucoup plus cher, c'est parce que le marché de la mémoire traverse une période inhabituelle. L'explosion des infrastructures d'intelligence artificielle absorbe énormément de capacités de production. Les fabricants comme Samsung, SK Hynix et Micron privilégient les mémoires pour serveurs et surtout la HBM, cette mémoire extrêmement rapide installée autour des accélérateurs d'IA. Conséquence : moins de capacité reste disponible pour certaines mémoires plus anciennes. TrendForce décrit désormais une pénurie structurelle sur plusieurs générations de DRAM et explique que les grands fabricants continuent de réorienter leur production vers les serveurs. Même la DDR4, que l'industrie préparait progressivement à remplacer par la DDR5, retrouve donc une valeur inattendue.Pour les entreprises, c'est parfois plus rationnel d'acheter quelques barrettes supplémentaires que de remplacer tout un serveur encore parfaitement fonctionnel.Et c'est là que cette anecdote devient intéressante. Dans l'informatique, nous avons longtemps considéré les composants anciens comme des produits dont la valeur ne pouvait que diminuer. L'IA inverse momentanément cette logique. En monopolisant les technologies les plus récentes, elle crée des pénuries jusque dans les générations précédentes. Le vieux matériel informatique n'est donc plus toujours un déchet : dans une chaîne d'approvisionnement sous tension, il peut redevenir une ressource stratégique. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.
There’s still a lot of rotation in the markets – so what’s going to indicate your best move forward? Dan thinks its long bonds and oil, but if rates rise – which would be bad for bonds! – then everything may change in just a single afternoon. The shop fills in for Don this week as they dig into Waller’s recent announcements regarding dis-inflation, memory names worth remembering at DRAM and WDC, and why Bitcoin and Gold seem to be trading in tandem. In this video for educational purposes only, Dan Stewart, Ted Zhang, Connor Bates, Todd Thomas, & Jackson Niedich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 00:00 – Opening Bell 02:30 – This Week in the Markets 14:30 – Memory Names Worth Remembering – DRAM, WDC 19:00 – Notable Software Sectors – DELL, HPE, NTAP, P 26:30 – Bitcoin & Gold Trading in Tandem – BTC, GLD, IBIT 31:30 – Wrapping Up The Week The Your Money Radio Podcast covers general topics and investment ideas for research. It is for educational and 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 REVIVAL OF MEMORY STOCKS? BONDS VS DISINFLATION?! | Your Money Podcast Ep. 606 appeared first on Revere Asset Management.
A fresh wave of price hikes has hit China's smartphone market, as Huawei, Xiaomi and Honor increased retail prices for several current models by between 200 ($29.75) and 1,000 yuan, triggering heated chatter on social media.新一轮涨价潮席卷中国智能手机市场，华为、小米和荣耀将多款在售机型的零售价格上调了200元（约合29.75美元）至1000元不等，引发社交媒体热议。The coordinated adjustments come amid tightened memory chip supply and sustained price increases for key semiconductors.这轮集体调价正值存储芯片供应趋紧、关键半导体价格持续上涨之际。Huawei led the increases, with its Mate 80 series jumping by as much as 1,000 yuan on Tuesday, while the 90 Pro Max sold for an extra 200 yuan. Xiaomi, which had already adjusted prices on Aug 2, raised the Xiaomi 17 and 17 Pro by 300 yuan each — its second hike in less than a month.华为率先涨价，其Mate 80系列周二涨幅高达1000元，90 Pro Max则上涨200元。小米已于8月2日调价一次，随后将小米17和17 Pro各上调300元——这是其不到一个月内的第二次涨价。Honor followed suit, lifting its Power2 by 500 and 600 yuan for its two variants, and increasing its flagship Magic8 series by 300 to 500 yuan across versions, bringing post-hike prices to between 4,799 and 5,999 yuan.荣耀紧随其后，将其Power2的两款机型分别上调500元和600元，旗舰Magic8系列各版本上调300至500元，涨价后售价在4799元至5999元之间。In response to the increases, a Huawei customer service representative said the upward adjustments were necessary because "market prices of key materials have changed, leading to higher production costs".针对此次涨价，华为客服代表表示，上调价格是必要的，因为“关键材料的市场价格发生了变化，导致生产成本上升”。At the crux of the surge is a structural imbalance in global memory chip supplies. As artificial intelligence model training and AI server infrastructure expand at a breakneck pace, major memory makers — Samsung, SK Hynix and Micron — have shifted substantial high-end capacity toward high-margin HBM (high bandwidth memory), mainly used in servers, thus directly squeezing the supply of handset-oriented DRAM and NAND memory chips. That supply crunch has sent mobile memory prices soaring.本轮涨价的根源在于全球存储芯片供应的结构性失衡。随着人工智能模型训练和AI服务器基础设施以惊人速度扩张，三星、SK海力士和美光等主要存储芯片制造商已将大量高端产能转向主要用于服务器的高利润HBM（高带宽内存），从而直接挤压了面向手机的DRAM和NAND存储芯片的供应。这种供应紧张已推动手机存储芯片价格飙升。Market research firm Trend-Force said in a recent report that memory prices have accumulated a five- to seven-fold increase since the start of 2025, forcing brands to either raise prices sharply or discontinue product lines that have turned loss-making.市场研究机构集邦咨询在近期报告中称，自2025年初以来，存储芯片价格已累计上涨五至七倍，迫使品牌要么大幅提价，要么停产已陷入亏损的产品线。The cost pressure, however, is no longer limited to storage. In late July, Qualcomm Inc CEO Cristiano Amon said the chipmaker planned to raise its product prices effective Sept 1.然而，成本压力已不再局限于存储领域。7月下旬，高通公司首席执行官克里斯蒂亚诺·阿蒙表示，这家芯片制造商计划自9月1日起上调产品价格。Amon explained that the hike reflects broader cost increases across the supply chain. This means smartphone makers now face a dual squeeze from both memory and SoC (system-on-chip) costs — a major factor behind the simultaneous retail price adjustments seen on Tuesday.阿蒙解释说，此次涨价反映了整个供应链更广泛的成本上升。这意味着智能手机制造商现在面临着来自存储芯片和SoC（系统级芯片）成本的双重挤压——这也是周二零售端集体调价的主要原因。The current round of price increases differs somewhat from previous ones. In the past, price hikes typically accompanied new product launches, justified by upgraded features or specifications, experts said.专家表示，本轮涨价与此前有所不同。过去，涨价通常伴随新品发布，并以功能或规格升级作为理由。This time around, however, brands are directly raising prices on devices already available in the market. Xiaomi's case is particularly telling: its Tuesday increase came less than a month after its Aug 2 hike, indicating that manufacturers are passing on costs gradually through multiple small adjustments rather than a single large spike, as component costs remain stubbornly elevated.然而，这一次品牌直接上调了已在售机型的售价。小米的案例尤为典型：其周二涨价距离8月2日的上一轮涨价不到一个月，表明在元器件成本持续高企的情况下，制造商正通过多次小幅调整而非一次性大幅提价来逐步转嫁成本。Top executives had already hinted at the coming price increases. On Aug 5, Huawei's executive director and chairman of its terminal business group, Yu Chengdong, warned that "with memory prices so high, all phones may have to see large-scale price rises in the future; otherwise, they would be sold at a loss".企业高管此前已暗示即将到来的涨价。8月5日，华为常务董事、终端BG董事长余承东警告称：“存储芯片价格这么高，未来所有手机可能都不得不大幅涨价，否则就会亏本销售。”In a May livestreaming session, Xiaomi President Lu Weibing predicted that by the second half, some domestic flagship slab phones could break through the 10,000-yuan price barrier.在5月的一次直播中，小米总裁卢伟冰预测，到下半年，部分国产旗舰直板手机可能突破万元价格关口。Indeed, the industry has been grappling with rising prices since the third quarter of last year. Almost every major brand — Samsung, Oppo, Vivo, Huawei and Honor — has raised retail prices to varying degrees, with mid-range and entry-level models typically seeing increases of 300 to 500 yuan, while high-end flagships and foldables have recorded hikes exceeding 1,000 yuan.事实上，自去年第三季度以来，整个行业一直在应对价格上涨压力。几乎所有主流品牌——三星、OPPO、vivo、华为和荣耀——都不同程度地上调了零售价格，中端和入门级机型通常上涨300至500元，而高端旗舰机和折叠屏机型的涨幅则超过1000元。According to US market research firm International Data Corp, China's smartphone shipments in the second quarter stood at approximately 66 million units, a year-on-year decline of 4.3 percent, continuing a streak of quarterly drops. For the first half, total shipments reached about 134 million units, down 4.2 percent from the same period last year.据美国市场研究机构国际数据公司（IDC）数据，第二季度中国智能手机出货量约为6600万部，同比下降4.3%，延续了季度下滑趋势。上半年总出货量约为1.34亿部，较去年同期下降4.2%。coordinated adjustments /kəʊˈɔːdɪneɪtɪd əˈdʒʌstmənts/集体调价memory chip /ˈmeməri tʃɪp/存储芯片semiconductor /ˌsemikənˈdʌktə/半导体high-end /haɪ end/高端的high-margin /haɪ ˈmɑːdʒɪn/高利润的structural imbalance /ˈstrʌktʃərəl ɪmˈbæləns/结构性失衡breakneck pace /ˈbreɪknek peɪs/惊人的速度supply crunch /səˈplaɪ krʌntʃ/供应紧张loss-making /ˈlɒs ˈmeɪkɪŋ/亏损的dual squeeze /ˈdjuːəl skwiːz/双重挤压
Cuando escuchamos sobre láser, a menudo pensamos en un procedimiento osmético para adultos. Pero en pediatría, un láser puede ayudar a tratar una marca de nacimiento, reducir el dolor de una cicatriz, mejorar las cicatrices por acné o reducir el impacto físico y emocional de un problema de la piel. Sin embargo, no todos los niños necesitan un láser, ni todos los dispositivos sirven para lo mismo. Cave resaltar que el tratar piel latina con láser requiere conocimiento, experiencia y mucha precaución. Entonces, ¿cómo sabemos cuándo ofrecer este procedimiento? ¿Cómo sabemos a quién tratar? ¿Es mejor esperar? ¿Funciona o no? ¿Es seguro? Hay muchos mitos e información errónea. Y 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.
Chinese memory-chip maker ChangXin Memory Technologies is moving closer to a vanguard position amid the global DRAM race with one of the earliest commercial deployments of LPDDR6 in a flagship smartphone, industry experts said on Monday.业内专家周一表示，在全球DRAM（动态随机存取存储器）竞争中，中国存储芯片企业长鑫存储正加速向行业前沿迈进。其LPDDR6产品将率先实现商业化应用，搭载于一款旗舰智能手机。They made the comments as CXMT said on Saturday that it had begun mass production of its self-developed LPDDR6 DRAM, which will debut in Xiaomi's upcoming 18 Fold handset.长鑫存储周六宣布，其自主研发的LPDDR6 DRAM已实现量产，并将在小米即将推出的18 Fold手机上首发搭载。The chip has a peak data-transfer rate of 12,800 megabits per second and capacity of up to 16 gigabytes.这款芯片的峰值数据传输速率可达每秒12800兆比特，最高容量达16GB。"For a Chinese company that only began mass-producing its first DRAM products in 2019, the bigger significance is not simply being first with one product," said Wang Peng, a researcher at the Beijing Academy of Social Sciences.北京社会科学院研究员王鹏表示：“对于一家直到2019年才开始量产首批DRAM产品的中国企业而言，更大的意义并不只是某一款产品实现率先突破。”"It put CXMT into the first wave of competition around the latest mobile-memory standard alongside global heavyweights Samsung Electronics, SK Hynix and Micron Technology," Wang said.“这意味着长鑫存储已经跻身最新一代移动存储标准的第一梯队，与三星电子、SK海力士和美光科技等全球行业巨头同场竞技。”王鹏说。LPDDR6 is designed to raise memory bandwidth and parallelism while cutting power consumption, with these features becoming increasingly important as artificial intelligence models migrate from cloud data centers into phones, PCs, cars and other modalities.LPDDR6旨在提高内存带宽和并行处理能力，同时降低功耗。随着人工智能模型逐步从云端数据中心向手机、个人电脑、汽车等各类终端迁移，这些性能正变得愈发重要。The Xiaomi partnership adds another dimension. It puts a Chinese-designed mobile processor and the country's newest-generation DRAM together inside a premium smartphone.与小米的合作则为这一进展增添了另一层意义：在一款高端智能手机中，中国自主设计的移动处理器将与国产最新一代DRAM实现协同应用。Xiaomi founder and CEO Lei Jun said the company's Xring O3 would support CXMT's LPDDR6, and he expects deeper collaboration among Chinese tech companies.小米创始人兼首席执行官雷军表示，小米玄戒O3芯片将支持长鑫存储LPDDR6，并期待中国科技企业之间开展更加深入的合作。Advanced chips require years of engineering but also large-scale customer validation to improve yields, reliability and costs.先进芯片的研发不仅需要多年技术攻关，还需要通过大规模客户应用进行验证，以不断提高良率、可靠性并降低成本。China's huge base of smartphone, computer, electric vehicle and internet companies can give local chipmakers something laboratory breakthroughs alone cannot provide — millions of devices on which new technology can be tested and refined, industry experts said.业内专家表示，中国拥有庞大的智能手机、计算机、电动汽车和互联网产业，这可以为本土芯片企业提供单纯依靠实验室技术突破所无法获得的条件——让新技术在数以百万计的终端设备上接受检验，并在实际应用中持续迭代完善。Liu Zhiying, a professor at the University of Science and Technology of China, said, "An important factor in the growth of Chinese high-tech companies is their ability to connect research, commercialization and market applications, allowing leading companies to pull suppliers across the industrial chain forward."中国科学技术大学教授刘志迎表示：“中国高科技企业成长的一个重要因素，在于能够打通科研、商业化和市场应用各环节，让龙头企业发挥牵引作用，带动整个产业链上的供应商共同向前发展。”CXMT's technological progress is arriving alongside a dramatic expansion in its financial firepower. On Monday, shares of CXMT closed at 58.01 yuan ($8.6), down 1.01 percent on the day, valuing the company at about 3.94 trillion yuan and making it one of China's most valuable listed companies.长鑫存储在技术上取得进展的同时，资本实力也在迅速增强。周一，长鑫存储股价收于58.01元（约合8.6美元），当日下跌1.01%，公司市值约达3.94万亿元，跻身中国市值最高的上市公司之列。The company recently reported first-half revenue of 150.31 billion yuan, up about 874 percent from a year earlier, while net profit attributable to shareholders reached 77.61 billion yuan, reversing a 2.33 billion yuan loss a year earlier.公司近期公布的数据显示，上半年实现营业收入1503.1亿元，同比增长约874%；归属于股东的净利润达到776.1亿元，而去年同期则亏损23.3亿元，实现扭亏为盈。The surge was driven by sharply higher memory prices and rising sales as demand for computing power tightened global DRAM supplies, the company said.长鑫存储表示，这一大幅增长主要得益于存储芯片价格显著上涨以及销量增加。随着算力需求不断攀升，全球DRAM供应趋紧，进一步推高了市场需求。CXMT has grown into the world's fourth-largest DRAM producer, behind Samsung Electronics, SK Hynix and Micron, turning China from a marginal player in memory chips into an increasingly consequential competitor.目前，长鑫存储已成长为全球第四大DRAM生产商，仅次于三星电子、SK海力士和美光。这也推动中国从全球存储芯片市场中相对边缘的参与者，逐渐成长为一支影响力日益增强的竞争力量。Last week, CXMT sued the US Department of Defense in federal court in Washington, seeking removal from a Pentagon list of companies alleged to have ties to China's military.与此同时，长鑫存储上周在华盛顿联邦法院起诉美国国防部，要求将其从五角大楼一份所谓“与中国军方存在关联”的企业名单中移除。CXMT said its chips are designed primarily for civilian and commercial use and that it has no affiliation with the Chinese military.长鑫存储表示，其芯片主要面向民用和商业用途，公司与中国军方不存在关联。It said the designation was unsupported by facts and had damaged its reputation and business interests since it was first placed on the Pentagon's blacklist in January 2025.该公司称，美方这一认定缺乏事实依据。自2025年1月被列入五角大楼黑名单以来，这一做法已经损害了公司的声誉和商业利益。The lawsuit follows similar legal challenges by Chinese companies including Xiaomi and WuXi AppTec. Xiaomi successfully challenged an earlier Pentagon military designation in 2021.在长鑫存储之前，包括小米和药明康德在内的多家中国企业也曾针对美方类似认定发起法律挑战。其中，小米曾于2021年成功挑战五角大楼此前对其作出的所谓“涉军”认定。Zhang Sinan, an independent commentator who has been following the situation, said, "The US can keep extending the list, but the world will not stop needing cheaper clean energy, more efficient electric vehicles, more advanced drug development services or more flexible robotic applications simply because of a list."长期关注此事的独立评论人士张思南表示：“美国可以不断延长这份名单，但世界不会因为一份名单，就不再需要成本更低的清洁能源、更高效的电动汽车、更先进的药物研发服务，或更加灵活的机器人应用。”重点词汇提炼debut / ˈdeɪbjuː/ v./n.首次亮相；首发vanguard position / ˈvænɡɑːd pəˈzɪʃn/ n.前沿位置；领先地位global heavyweight / ˈɡləʊbl ˈheviweɪt/ n.全球行业巨头；重量级企业parallelism / ˈpærəlelɪzəm/ n.并行性；并行处理能力commercialization / kəˌmɜːʃəlaɪˈzeɪʃn/ n.商业化listed company / ˈlɪstɪd ˈkʌmpəni/ n.上市公司blacklist / ˈblæklɪst/ n./v.黑名单；列入黑名单
We've launched Minimum Competence CLE, and our first course is now available completely free. Researching Federal Tax Issues After Loper Brightlooks at how the Supreme Court's decision ending Chevron deference changes the way lawyers should research and evaluate Treasury regulations, IRS guidance, and other federal tax authorities.Take the course and earn CLE credit at cle.minimumcomp.com.This Day in Legal History: The Neutrality Act of 1935On August 31, 1935, President Franklin Roosevelt signed the first of what would become a series of Neutrality Acts—laws designed to keep the United States out of the wars gathering in Europe and Asia. This first act imposed a mandatory embargo on shipping arms and ammunition to any nation the president declared to be at war, and it put America's armaments industry under a measure of federal control. It was a legal expression of the deep isolationism that gripped the country between the world wars.Here's the constitutional wrinkle that makes it interesting, and that Roosevelt himself chafed against. FDR wanted flexibility—he asked Congress for a law that would let him embargo arms to an aggressor nation while still selling weapons to its victim. Congress refused. Instead, it wrote a rigid, evenhanded rule: once the president declared that a state of war existed, he had to embargo arms to all sides, aggressor and victim alike. That was a deliberate congressional choice to tie the executive's hands in foreign affairs, to prevent a president from drawing the country toward one belligerent or another. Roosevelt signed it reluctantly, believing he could get it revised—and over the next several years, as the threat from fascism grew undeniable, the Neutrality Acts were indeed loosened, culminating in Lend-Lease and, ultimately, American entry into the war.The significance of August 31, 1935 is as a case study in the perennial struggle between Congress and the president over foreign affairs, and in the moral limits of legal neutrality. The mandatory embargo's great flaw was exactly its neutrality: by treating aggressor and victim the same, it arguably aided aggressors, who were already armed, against victims who were not. That's the tension in today's opening quote from Desmond Tutu—the idea that neutrality in the face of injustice is not really neutral at all. It's a fitting backdrop for a day that includes a story about the government's power over foreign companies, and one about whether the state can suppress speech it dislikes.A federal judge has dealt a significant blow to the administration's campaign to deport noncitizen students over pro-Palestinian activism, ruling that the effort is unconstitutional. In a lengthy 90-page opinion, U.S. District Judge Noël Wise in San Jose found that the administration's use of existing immigration law to cancel foreign students' visas and put them into deportation proceedings—based on their campus advocacy and criticism of Israel—violates the First Amendment right to free speech. The ruling traces the policy back to March 2025, when the government began revoking visas and detaining noncitizens for pro-Palestinian advocacy, starting with the high-profile arrest of Columbia graduate Mahmoud Khalil. The lawsuit was brought, notably, by the Stanford Daily, Stanford's student newspaper. Here's the core legal principle, and it's an important one that surprises people: noncitizens physically present in the United States have First Amendment rights. The government has broad power over immigration, but the judge found it can't use that power as a pretext to punish people for protected speech—that would be viewpoint discrimination, targeting people precisely because of the ideas they express. Judge Wise sharply criticized the State Department and Homeland Security for deploying immigration law to suppress views they didn't like. The significance connects to threads we've followed all summer—the pressure on universities, the Comey prosecution, the fights over dissent. This is a court drawing a hard line: the immigration system is not a loophole around the First Amendment, and the government cannot deport people for saying things it wishes they hadn't. Expect an appeal, but as a statement of principle, it's a forceful one. Judge deals blow to Trump moves to deport pro-Palestinian activists | ReutersAl Jazeera · The HillNow a story about the business of law: U.S. law firm office leasing surged 17% in the first half of 2026, with firms signing leases for nearly 12.2 million square feet, according to Cushman & Wakefield—and the second quarter was up a striking 27% over the same period last year. This is a boom, concentrated in the big legal markets of New York, Chicago, and Washington, and it includes some eye-popping deals, like Simpson Thacher's roughly 916,000-square-foot Manhattan lease—the same firm we discussed back in July over its rare malpractice trial. What's driving it is worth unpacking, because it contains a real paradox. Firms say their caseloads are exploding under a combination of forces: rising regulatory uncertainty, a more litigious business climate, and—here's the twist—the surge in artificial intelligence. AI adoption in law has rocketed, with something like 62% of firms now using it, up from just 17% a few years ago. And here's the paradox worth sitting with: we covered, a few weeks ago, how AI is thinning out entry-level hiring by automating the document review and first drafts that junior associates used to do. So how are firms leasing more space while hiring fewer juniors? The answer seems to be that the high end of legal work is booming—more complex, higher-stakes matters that generate demand for experienced lawyers and premium space—even as the bottom of the pyramid gets automated. The significance is a snapshot of a profession in transition: Big Law is physically expanding and financially thriving at the top, while the traditional on-ramp for young lawyers narrows. The office towers are filling up; it's just less clear who will be sitting in the entry-level offices a decade from now. US law firm leasing jumped 17% in first half, report says | ReutersCushman & Wakefield · Law360And finally, China's largest memory chipmaker, ChangXin Memory Technologies—CXMT—has sued the Pentagon to get itself off a U.S. government blacklist of companies it says are tied to China's military. The list in question is the Defense Department's roster of “Chinese military companies,” maintained under a provision of federal defense law, and landing on it carries real consequences: restrictions on government contracting and significant reputational damage that can spook customers and partners worldwide. CXMT's argument is straightforward—it says it's not affiliated with the Chinese military at all, and that it designs and sells its DRAM memory chips purely for civilian and commercial use. The most interesting piece of the lawsuit, legally, is a procedural one. CXMT alleges that the Pentagon actually published a notice in February saying the company would be removed from the list—then withdrew that notice the very same day, and later relisted the company in June without adequately explaining why it reversed course. That's the heart of an administrative-law claim: under the standards that govern federal agency action, the government generally can't act arbitrarily or capriciously, and a sudden, unexplained reversal is exactly the kind of thing courts scrutinize. And CXMT isn't alone—Alibaba filed a similar suit in June, and Xiaomi actually won removal from the list through U.S. litigation back in 2021. The significance is a reminder that even in the highly deferential arena of national security, designations like this are reviewable in American courts—foreign companies can, and increasingly do, use U.S. administrative law to challenge being branded a security threat, and sometimes they win. CXMT sues Pentagon over inclusion on list of companies tied to China's military | ReutersUS News · Benzinga This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
National red wine day. Entertainment from 2015. 1st steam locomotive build, Midway Islands become US teritory, Martin Luter King gave "I have a dream speech". Todays birthdays - Elizabeth Seton, Roxie Roker, David Soul, Daniel Stern, Rick Rossovich, Emma Samms, Shania Twain, Jason Priestly, Jack Black, Leann Rimes. Ruth Gordon died.Intro - God did good - Dianna Corcoran https://www.diannacorcoran.com/Red Red Wine - UB40Red Red Wine - Neil DiamondCan't feel my face - The WeekndHouse Party - Sam HuntDay drinkin - Little Big TownI have a dream - Marin Luther KingBirthdays - In da club - 50 Cent http://50cent.com/The Jeffersons TV theme songDon't give up on us - David SoulWhose bed have your boots been under - Shania TwainWonderboy - Tenacious DBlue Leann RimesExit - My lil fiancee - Kenyon Lockry https://www.facebook.com/kenyon.lockry/History & Factoids about today Playlist on SpotifyHistory & Factoids about today webpagecooolmedia.comcountryundergroundradio.comNational Days Puzzles - JulyGrace & Grit Christian Country Radio
【98有聲書房】開張，訂閱收藏News98精選有聲書：https://apple.co/44KcuRo代班主持人：林昌興來賓：智璞產業趨勢研究所所長 楊勝帆 主題：輝達拉貨、ASIC競賽與DRAM新變化節目時間：週一至週五 5:00pm-7:00pm本集播出日期：2026.08.27
Kríza s nedostatkom a extrémnymi cenami hardvéru nepoľavuje, práve naopak. Masívne zdražovanie pamäťových čipov vymazalo dve dekády zlacňovania, technologickí giganti vstupujú na nové trhy a Čína napriek západným embargám hlási veľké úspechy.Svetové ceny pamäťových čipov používaných v počítačoch a ďalšej technike, DRAM a NAND flash, stúpli od začiatku roka 2024 o neuveriteľných 400 %. To sa priamo premieta do cien konzol a grafických kariet. Kým Nvidia chystá vlastný procesor RTX Spark pre počítače, Elon Musk ohlásil výstavbu gigantickej továrne Terafab. Čína navyše obchádza embargá vlastnými litografickými strojmi a Slovensko buduje vzdelávanie v oblasti polovodičov.O tom, čo všetko to znamená pre bežného zákazníka a akú rolu v tom zohráva Slovensko, sa v novom diele podcastu SHARE Chipcast rozprávajú redaktori Živé.sk Maroš Žofčin a Lukáš Koškár. K vybraným témam sa tiež vyjadrí garant výskumu Slovenského čipového kompetenčného centra, profesor Martin Weis zo Slovenskej technickej univerzity. Slovenské čipové kompetenčné centrum je partnerom tohto podcastu.V podcaste sa dozviete aj o týchto témach:Prečo ceny pamäťových čipov stúpli o 400 % a ako to vymazalo 20 rokov pokroku.Prečo aj konzoly ako Xbox či grafické karty výrazne zdraželi.S akými plánmi prichádza Elon Musk v Texase, prečo má investícia dosiahnuť 119 miliárd dolárov a akú úlohu v tom zohráva Intel.Ako nový 18- až 20-jadrový procesor postavený na ARM architektúre útočí na dominanciu Intelu a AMD.Prečo je podľa profesora Weisa kľúčové investovať do vzdelania.Podcast SHARE Chipcast pripravuje magazín Živé.sk.
If there were any doubts about who's wearing the crown in the AI revolution... Nvidia just delivered another monster quarter. In today's episode, we're breaking down the latest earnings from Nvidia—and these aren't numbers that matter only to NVDA shareholders. Nvidia reported $96.2 BILLION in quarterly revenue, up an incredible 106% from a year ago. Even more impressive, its Data Center business generated $89 billion, up 117% year over year. Think about that for a moment. Nvidia isn't just growing. A company of this size just more than DOUBLED its revenue in one year. So the big question for today's show isn't simply whether Nvidia had a good quarter. It's: Can Nvidia—and the AI boom—keep this going? We'll dive into the numbers and look at what Nvidia's results tell us about the entire artificial-intelligence ecosystem. We'll discuss: Nvidia's latest earnings – What jumped out from the report and where the growth is coming from. Data Center dominance – What $89 billion in quarterly Data Center revenue tells us about global AI infrastructure spending. The AI spending boom – Are Microsoft, Meta, Amazon, Alphabet and other hyperscalers still willing to spend enormous amounts of money building AI infrastructure? Semiconductors – What Nvidia's results could mean for AMD, Broadcom, Micron and the rest of the chip sector. Memory – More AI computing means enormous demand for high-performance memory. Does Nvidia's growth strengthen the case for DRAM and HBM? Energy & infrastructure – All those GPUs have to go somewhere—and they require data centers, electricity, cooling, networking and an enormous infrastructure buildout. Valuation – At some point, even incredible growth can become fully priced in. Has Nvidia reached that point? The broader market – Nvidia has become so large and influential that its results can impact the Nasdaq, S&P 500 and overall investor sentiment. That's what makes this earnings report so important. Nvidia is no longer simply a semiconductor company investors watch four times a year. It's become one of the market's primary gauges of the entire AI investment cycle. Going into today's report, options markets were pricing roughly a 5.4% move in Nvidia shares, representing approximately $280 BILLION in potential market-cap movement in either direction. That's larger than the entire market capitalization of most companies! And with concerns growing recently about massive AI spending, stretched technology valuations and whether companies are generating enough return on their AI investments, Nvidia's results provide an important reality check. If AI is a bubble, somebody forgot to tell Nvidia's customers. But that doesn't mean the risks have disappeared. We'll separate the incredible fundamentals from the stock's valuation and ask the question traders actually care about: Great company... but is it still a great trade? For additional research, check out Nvidia Investor Relations and Nvidia Financial Reports. Listen now:
As companies push artificial intelligence into every corner of software and hardware, everyday consumers and IT teams are starting to feel the impact on their budgets and security. In this episode of the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke examine Meta's reported $200 monthly AI agent platform Hatch, Cerebras' massive CS-4 wafer-scale system, and high-stakes acquisition rumors surrounding Hugging Face. The hosts also break down how skyrocketing demand for AI data centers is fueling both local political battles and global memory shortages that drive up device prices across the industry. Finally, they cover emerging security risks, from AI-accelerated web application scanning to modern audio browser fingerprinting.This and more on Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:33 - Welcome to the Tech Field Day News Rundown1:19 - Meta Reportedly Plans Premium Hatch AI Agent to Monetize Its AI Push4:36 - Barracuda Networks Finds am Average of 20 Vulnerabilities per Web App7:41 - Trump Backs AI Data Centers as Political Opposition Grows10:56 - AliExpress Caught Using Inaudible Audio to Fingerprint Browser Visitors14:12 - Cerebras Unveils CS-4 AI System With 750 PetaFLOPs for Faster Inference17:38 - Hugging Face Reportedly Weighs $13B Acquisition Offers20:47 - NVIDIA, Apple and Amazon Raise Prices as AI Memory Shortage Fuels ‘AI-flation'29:13 - The Weeks Ahead: Upcoming Tech Field Day Events32:59 - Thanks for Watching the Tech Field Day News RundownFollow our hosts Tom Hollingsworth, Alastair Cooke, and Stephen Foskett. Follow Tech Field Day on LinkedIn, on X/Twitter, on Bluesky, and on Mastodon.
News Sources: https://lmg.gg/zIgoh Timestamps: 0:00 China drops Windows for Linux 1:08 PlayStation blackout over disc games 2:06 CXMT accused of stealing Samsung DRAM tech 4:18 QUICK BITS INTRO 4:28 Nintendo wipes Switch emulator repos 5:06 Google restricts sideloading 5:48 Flock's new people search tool 6:44 AliExpress audio fingerprinting 7:25 Cookies made from plastic bottles 8:10 Credits Learn more about your ad choices. Visit megaphone.fm/adchoices
Earlier in the season, we talked about "The Supernaturals" by David L. Golemon. We loved it! We loved it so much, we grabbed the sequel and started reading. And that's what we have on this episode. "In the Still of the Night" by David L. Golemon brings back to the ghost hunting team of The Supernaturals, and we can't wait to talk about it! Our companion spirit is "A Midwinter Night's Dram" presented by High West! We tried to feature this bottle in a previous episode that was eaten by digital demons. So, we're extremely happy to talk about it here on this episode.
Patrick Moorhead and Daniel Newman break down Marvell's $120 billion custom-silicon deal with Google, Qualcomm-owned Modular's open-source compiler push at ModCon 2026, and state-level pushback against AI data center construction in Texas and Pennsylvania. The hosts also flip roles to debate whether NVIDIA's reduced Ohio financing guarantee signals cracks in the AI infrastructure buildout. The handpicked topics for this week are: Marvell and Google Finalize $120 Billion Custom-Silicon Deal: Marvell secured a six-and-a-half-year agreement with Google worth close to $20 billion annually, alongside a warrant covering approximately 7% of the company. The deal extends Marvell's position across all three major hyperscalers through attach silicon: accelerators, optical and networking connectivity, memory interfaces, and near-memory compute built around the TPU ecosystem. Patrick Moorhead noted Marvell's CXL memory-pooling work signals where next-generation architecture is heading beyond current TPU designs. (The Decode) Modular Delivers on Open Compiler Promise at ModCon 2026: Modular open-sourced its Mojo compiler under Apache 2.0 and launched Modular Cloud, a platform letting enterprises arbitrate across both AI models and underlying hardware architectures. Moorhead reported the update removes device restrictions from the Max license and adds support for AWS Trainium and Qualcomm's own data center accelerators, with an alliance program set to launch by year-end. He argued the move gives Qualcomm indirect revenue exposure across every token served, extending its footprint from data center to edge, robotics, and industrial IoT. (The Decode) OpenAI Balances a Safety Push With Codex-Driven Enterprise Wins: OpenAI paused reinforcement learning for its newest model and strengthened its data-retention policies, while high-profile Codex results—including Asana compressing an estimated five-year engineering effort into two weeks—showcased its enterprise impact. Daniel Newman saw the timing as an effort to reset the narrative around safety and transparency after months of competitive pressure from Anthropic. Patrick Moorhead also examined OpenAI's use of activation classifiers, which monitor internal model activity token by token and trigger deeper review only when risks are detected—a safeguard that adds roughly 20% to inference costs. (The Decode) Texas and Pennsylvania Tighten Rules on AI Data Center Development: Governors in both states issued new restrictions within two weeks of each other, with Texas pausing new approvals pending an audit, and Pennsylvania adding fresh permitting requirements. Moorhead reported that at least 40% of Texas's planned data centers run on self-sustaining natural gas power and never touch the ERCOT grid. Newman connected the political friction to a communications gap, noting recent polling shows more support for a nuclear plant nearby than a new AI data center. (The Decode) Micron Commits $10 Billion to Boise Research Labs on Top of $50 Billion Fab Buildout: Micron unveiled a decade-long research lab investment in Boise, Idaho, alongside its existing $50 billion fabrication expansion, part of a CapEx program Newman noted totals roughly a quarter trillion dollars in commitments. Both hosts framed the spending as reinforcing memory's strategic status alongside leading-edge logic, with Newman citing HBM's technical differentiation as harder for competitors to replicate than standard NAND or DRAM. Moorhead pointed to Micron CEO Sanjay Mehrotra's argument that domestic memory manufacturing will determine AI leadership. (The Decode) The Flip: Is NVIDIA's Ohio Scale-Back a Capex Crack or Disciplined Structuring?: NVIDIA reduced its financing guarantee for OpenAI's Ohio data center from $250 billion to under $120 billion, a shift Moorhead argued as the first visible sign of balance-sheet discipline overtaking the demand story. Newman countered that the adjustment is one component of a financing platform exceeding $600 billion, with the ceiling free to rise toward $350 billion as compute commitments grow. The Flip assigns Patrick Moorhead and Daniel Newman opposing sides of a debate, not necessarily their own positions. The exercise tests how far each argument holds up. (The Flip) Micron ($MU) Reclaims $1,000 for First Close Since Early July: Micron shares closed above $1,000 on Monday, August 17, with analyst price targets extending to $2,200 as HBM capacity books through 2027. Newman tied the stock's volatility to broader credit and bond-market conditions, including rising long-term Treasury yields. Moorhead noted the White House recently discouraged Apple from sourcing Chinese memory, a factor he sees supporting the move. (Bulls and Bears) Analog Devices ($ADI) Posts First-Ever $4 Billion Quarter: Analog Devices reported fiscal Q3 2026 results Wednesday, August 19, beating on revenue and EPS with a Q4 guide above consensus. Moorhead noted the company's data center business, filed under its communications segment, grew 84%. He argued Analog Devices under-tells that story relative to peers like Coherent, which market similar exposure more directly. (Bulls and Bears) Watch the full episode at sixfivemedia.com and subscribe to the Six Five Pod so you never miss an episode. Six Five Summit: AI Unleashed runs August 25–27, fully virtual, with speakers including Marc Benioff and leaders from Snowflake, Applied Materials, and Marvell. Register at sixfivemedia.com/summit. The Decode Marvell + Google https://finance.yahoo.com/technology/ai/articles/marvell-lands-white-whale-google-072339694.html Modular Mojo 1.0 https://www.modular.com/blog/mojo-open-source OpenAI Safety Controls https://x.com/OpenAI/status/2090165328290701800 Texas + Pennsylvania Data Center Rules https://www.reuters.com/legal/government/pennsylvania-governor-signs-order-imposing-new-rules-set-up-ai-data-centers-2026-08-18/ ; https://www.reuters.com/business/energy/texas-governor-orders-pause-new-data-center-approvals-pending-audit-2026-08-04/ Micron Boise Investment https://www.cnbc.com/2026/08/20/micron-boise-chip-fab-expansion.html The Flip FOR: https://www.wsj.com/tech/nvidia-downsizes-plans-for-250-billion-guarantee-of-openai-data-center-b56c38d3 AGAINST: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html Bulls and Bears Micron ($MU) https://finance.yahoo.com/markets/stocks/articles/micron-reclaims-1-000-amid-015952797 Analog Devices ($ADI) https://investor.analog.com/news-releases/news-release-details/analog-devices-reports-record-fiscal-third-quarter-2026
At the FMS 2026 Conference, discussions centered on the AI supercycle and its impact on the IT industry, particularly through HBM and DRAM shortages. Innovations like KV cache offload and MRAM advancements were also highlighted. Despite rising prices, demand for memory remains high, especially for AI applications.
Stocks like Micron (MU) and SanDisk (SNDK) have phenomenally outperformed over the last 12 months, but also fell victim to a recent ramp in tech volatility. Bob Lang sees more room to run for the AI memory trade due to margin opportunity in dRAM and an eventual downtrend in supply woes. Ed Butowsky spotlights Micron's backlog as a key bullish factor warranting the stock's stellar rise. ======== 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
Cette semaine : Mistfall Hunter, Defender of the Crown - The Legend Returns, Street Fighter 6 Year 4 Character Pass, Marvel Tokon: Fighting Souls, GeForce Now : sortie de bêta sur Linux, Escape from Tarkov se met au season pass, The Finals - mode Heavy Hitter, Ghost Recon Wildlands: Last Rites, Quake: Dawn of the Machine, S.T.A.L.K.E.R. 2 : la grosse update 2.0, TMOG, Quatermaster, Cult 48 - The Veil Oblique, AMD nous insulte avec la Radeon RX 9050, et la DRAM DU LOL... Lisez plutôt Torréfaction #379 : Marvel Tokon: Fighting Souls, Mistfall Hunter, Defender of the Crown, des patchs de fou pour Quake (!), GR Wildlands (!!), S.T.A.L.K.E.R. 2, EFT et toujours le DRAM du matos avec sa vraie mise en page sur Geekzone. Pensez à vos rétines.
¿Puede la música de Benito inspirar interés en la ciencia? Analizamos la conexión entre Benito y la ciencia en Puerto Rico hoy.
Na Ilha do Retiro, o Leão venceu o Londrina por 2 a 1, chegou à segunda vitória consecutiva e recolocou o time na zona de classificação, em um jogo que teve clima de montanha-russa: bons momentos, oscilações, pressão, tensão e alívio no fim. Fred Figueiroa, Cassio Zirpoli e Lucas Liausu analisam o desempenho rubro-negro, a […]
Tony: -Carbonation Station: Bucked Up Franken Juice (Caramel Apple) Lando - A&W Rootbeer float -Ramageddon Marches forward: https://www.tweaktown.com/news/113004/memory-capacity-for-all-of-2027-has-reportedly-been-booked-and-sold-with-no-more-dram-or-hbm-available/index.html -We used to believe in science, right? RIGHT?!… https://arstechnica.com/health/2026/08/trump-wants-big-pharma-to-split-mmr-vaccine-big-pharma-thinks-its-idiotic/ Jarron: -Here's a device I didn't I know needed in my life: https://www.theverge.com/tech/952441/yueban-xiaoban-self-driving-autonomous-toilet -You, too, can learn to echolocate: Humans Can Learn To Echolocate In Just 10 Weeks, and It Rewires the Brain -Google lost a lawsuit for the greatest reason: Court Grants SerpApi's Motion to Dismiss Google Lawsuit -Do you trust your money with Elon? X Money is launching in the US starting today -First room-temperature quantum material: LSU Physicists Create First Room-Temperature Quantum Material -Ford Fathom sounds awesome: Ford's first ultra-cheap EV is called Fathom, a full-featured truck for $28,350 -BMW has spider problems. ★ -Flock camera vandalism! Hahahahahaha. Flock Camera Vandalism Continues Around America, While 100 Communities Reject ALPRs -SK Hynix is actually building more capacity: SK Hynix pledges $38 billion to build two new DRAM and NAND factories Viture's latest glasses actually look like a reasonable deal: Viture's cheapest AR glasses have the sharpest image clarity I've seen yet Owen: -I will buy this sight unseen, just INCASE it's real. https://www.dexerto.com/entertainment/engineers-autonomous-micro-drone-scores-first-kill-in-plan-to-eradicate-mosquitoes-3387426/ -Casio watch ring fired of the nostalgia dopamine https://www.designboom.com/technology/casio-ring-watch-smart-wearable-health-tracking-notifications/?shem=dsdf,sharefoc,agadiscoversdl,,sh/x/discover/m1/4 Lando: -Plastic News https://gizmodo.com/this-new-process-turns-plastic-trash-into-clean-fuel-instead-of-pollution-2000787077
Hour 4: Josh Brisco Joins, Jayden Daniels Suing LSU, Dram Stadium Location full 2721 Thu, 13 Aug 2026 14:58:34 +0000 SeK6gCdfBwTiBOb07grEAS33igpkNKf5 nfl,mlb,kansas city chiefs,kansas city royals,sports Fescoe & Dusty nfl,mlb,kansas city chiefs,kansas city royals,sports Hour 4: Josh Brisco Joins, Jayden Daniels Suing LSU, Dram Stadium Location Fescoe & Dusty are huge fans of Kansas City sports and the people of Kansas City who make it the great city it is. Start your morning with us from 6-10 as we talk all things Chiefs, Royals, Jayhawks, and more, with plenty of tangents along the way! 2024 © 2021 Audacy, Inc. Sports https://player.amper
Patreon.com/thequestionshiphop ORDER THE QUESTIONS HIP-HOP TRIVIA GAME DRAM joins the show to talk with Sean about the stories behind six randomly-selected songs from his catalog (picked by Sean's FYI.AI agent, Seanvo). They also discuss - in no particular order - favorite Outkast albums, cornbread, a personally-infuriating Mandela effect, Rick Rubin, and more. The Questions: @thequestionshiphop (IG) Sean: @seandammit (IG) DRAM: @shelley (IG) Email: sean@questionshiphop.com questionshiphop.com
How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been amplifying SK Hynix's daily price swings, why regulators and Korean brokers are responding to retail leverage, and why flow-driven volatility can be a gift for long-term investors. The through-line: memory can be cyclical, structurally growing, and wealth-creating all at once. 0:00 - Introduction & Disclaimer 0:21 - How Do You Value a Memory Stock Amid Huge Uncertainty? 0:54 - Monte Carlo Valuation: Pricing SK Hynix on a Distribution of Outcomes 5:27 - Day-to-Day Volatility: Fundamentals or Flows? 6:17 - How 2x Leveraged Single-Stock ETFs Amplify SK Hynix Price Swings 9:40 - What Investors Underappreciate About the Memory Industry 10:21 - Closing Thoughts & Subscribe Key Takeaways Key uncertain variables (DRAM prices, supply response, China risk) are modelled as ranges and run through thousands of scenarios; the output is a distribution of returns, treated stochastically. SK Hynix scenarios: bull (prices hold through the decade), realistic (decline from 2028 as supply arrives), bear (accelerated decline on over-investment and Chinese supply). The test is being paid adequately across the whole distribution, not picking the right scenario; the distribution centred around 12% with positive skew. New data points (LTAs signed, capacity expansion) update the distributions; position sizing follows the shape, and the team trimmed as the shares ran. Two-times leveraged ETFs rebalance by buying after rises and selling after falls, amplifying 10 to 15% daily moves in SK Hynix. Flow-driven volatility widens the gap between price and value, which long-term investors can use. Memory can be cyclical, structurally growing, and wealth-creating at the same time. 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 #Podcast #Finance #Investing #semiconductor #tech #techexplained #memory #skhynix
ONLY 25 SPOTS LEFT! 3 YEAR DEAL http://www.ianinvest.comMarket Mondays is back with a full breakdown of the biggest investing conversations happening right now. We recap Invest Fest, share our biggest lessons and networking takeaways, and break down how to get friends and family off the sidelines and focused on long-term investing.We dive into Nvidia's massive $500 billion AI financing deal, Intel's $15 billion stock offering, and whether SpaceX could become the next Tesla-style trade. We also debate how much longer tech can dominate the market, why SPY and VOO remain core holdings, and which name we're choosing between Micron, DRAM, and SanDisk.Plus, we reveal our year-end S&P 500 target, explain how VIX levels influence cash deployment, discuss how much of a serious portfolio should ever be allocated to single-drug biotech stocks, and deliver the Investing Fact and Trading Tip of the Week.#MarketMondays #Investing #StockMarket #Nvidia #SpaceX #Micron #SanDisk #Intel #SP500 #VIX #ArtificialIntelligence #InvestFest #Stocks #WealthBuilding #EYLAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
LOUNGE LIZARDS PRESENTED BY FABRICA5 - Brilliant Honduran Cigars - Visit Fabrica005.com and use code LIZARDPOD at checkout for 10% off THE ENTIRE STORE! Free worldwide shipping from Miami on all orders over $125. See website for more information and terms.SMALL BATCH CIGAR - SAVE 15% - Exclusive Cigar Retail Partner of the Lizards - Visit SmallBatchCigar.com and use code LIZARD15 for 15% off your order. Free shipping and 5% rewards back always. Standard exclusions apply. Simple. Fast. Small Batch Cigar.Recorded at Ten86 Cigars in Hawthorne, New Jersey, the Lizards pair Montecristo 1935 Anniversary Edición Diamante in Toro with High West's A Midwinter Night's Dram Limited Engagement. The guys share the cigars that they think every cigar smoker must try, they discuss the recent US cigar import numbers and they answer how price can affect the ratings.PLUS: Chen Zhi's Fate, Are Nicaraguan Cigars in Trouble?, Getting Cigar Smoke Off Clothes/Car, What Makes a 10 a 10?, Lizards Desert Island Cigars, New Trinidad Reserva Cosecha, Avoiding Palate Fatigue, Bam and Giz at RUSH/MSG, A Listener's Cigar Rotation Proposal, What's A Good Price For A Member Cigar Lounge? & MoreJoin the Lounge Lizards for a weekly discussion on all things cigars (both Cuban and non-Cuban), whiskey, food, travel, life and work. This is your formal invitation to join us in a relaxing discussion amongst friends and become a card-carrying Lounge Lizard yourself. This is not your typical cigar podcast. We're a group of friends who love sharing cigars, whiskey and a good laugh.website/merch/rating archive: loungelizardspod.comemail: hello@loungelizardspod.com to join the conversation and be featured on an upcoming episode!instagram: @loungelizardspodGizmo HQ: LizardGizmo.com
Un tema que genera muchas dudas y en ocasiones preocupación, son los nódulos tiroideos y su relación con el riesgo de cáncer de tiroides. A lo largo de este episodio analizamos qué son los nódulos tiroideos, cuáles son los factores que aumentan el riesgo de malignidad, cómo se realiza su evaluación mediante ecografía y biopsia, cuándo está indicada; y qué opciones de seguimiento y tratamiento existen en la actualidad. Nos acompaña una experta en el tema, la Dra. Mónica López Pantoja desde Nashville, Tennessee. La Dra. López obtuvo una Licenciatura en Ciencias de la Universidad de California, Los Ángeles, CA y se graduó de la Escuela de Medicina de la Universidad de Yale, New Haven, CT. También completó una beca de investigación en el Instituto Médico Howard Hughes en Yale. La Dra. López realizó su internado y residencia en la Escuela de Medicina del Colegio Albert Einstein, Centro Médico Montefiore, Bronx, NY. Completó una beca clínica en la Facultad de Medicina Baylor, en el Hospital de Niños de Texas, Houston, TX. También obtuvo una Maestría en Ciencias de la Escuela de Medicina McGovern, Universidad de Texas Health Science Center en Houston, TX. ¿Tienes algún comentario sobre este episodio o sugerencias de temas para un futuro podcast? Escríbenos a pediatrasenlinea@childrenscolorado.org.
We continue the journey to 1000 episodes with this riveting installment that could possibly change your life. Not convinced? If you order big bacon-covered burgers every day that WILL change your life. We guarantee it.Print out your Noctua things, run Windows 11 in 8Gb with varying degrees of success, AMD makes the monies, and EA goes private. Question: Is THIS the year of Linux? Why did Roomba and power inverters just get banned, Apple DRAM struggles, and Fanatec (of course). A well packed show in a 10lb bag, enjoy!TImestamps:00:00 Intro01:25 Patreon02:28 Food with Josh05:40 Microsoft deletes 32GB RAM recommendation docs11:04 Linux market share grows14:08 AMD Financial results (with extended discussion)22:33 Even Apple struggles to get DRAM (and memory is sold out through 2027)24:30 We talk even more about RAM and the stock market29:28 Sony moves ahead with end of discs33:26 Google removing Assistant on phones - Gemini the only option35:07 Finally, we can 3D print in official Noctua colors38:08 (In)Security Corner51:13 Josh's Sim Racing Corner53:50 Gaming Quick Hits1:04:49 HyperX Cloud Stinger 3 Wireless gaming headset review1:10:18 Picks of the Week1:22:47 Outro ★ Support this podcast on Patreon ★
En La Luciérnaga, el periodista Sebastián Grajales relató cómo se desarrolló la búsqueda de su hija que se encontraba desaparecida tras el terremoto de 7.4 en Colombia.
Plus: SK Hynix plans to invest about $38 billion to expand chip production. And video game company Take Two reports loss despite higher revenue. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Join The Full Nerd gang as they offer level-headed takes about the latest PC building news. In this episode the gang debates whether you should buy any hardware now or wait out the DRAM crisis, the latest DLSS 5 showcase, and much more. And of course we answer questions live! Timecodes: 00:00:00 - Intro 00:08:50 - DLSS 5 at Siggraph 00:43:42 - Buy now or wait? 01:10:08 - Q&A Links: - Price hikes: https://www.tomshardware.com/pc-components/gpus/in-a-troubling-sign-nvidia-rtx-50-series-prices-jump-up-to-30-percent-in-south-korea-tsmc-wafer-hikes-and-usd20-gddr7-modules-push-rtx-5090-past-usd5-100 - RTX 50 Super series on hold: https://videocardz.com/newz/nvidia-rtx-50-super-cards-already-at-board-partners-but-launch-is-on-hold-over-3gb-gddr7-pricing - DLSS 5 at Siggraph: https://www.techpowerup.com/350916/nvidia-shows-dlss-5-progress-and-technical-details-at-siggraph-2026 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 ============= Learn more about your ad choices. Visit megaphone.fm/adchoices
¿Te consideras una persona que exagera las situaciones? ¿Vives con alguien a quien le encanta el drama? En este episodio te enseñamos a identificar a las personas dramáticas frente a las auténticas, y analizamos por qué el hábito de maximizar los conflictos desgasta las relaciones. Disfruta el podcast de Por el Placer de Vivir con Cesar Lozano en Uforia App, Apple Podcasts, Spotify, Uforia Podcasts en YouTube y en ViX. ¿Cómo te sentiste al escuchar este Episodio? Déjanos tus comentarios, suscríbete y cuéntanos cuáles otros temas te gustaría oír en #porelplacerdevivir
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
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
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