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AST SpaceMobile hat innerhalb weniger Monate enorme Aufmerksamkeit auf sich gezogen. Der Kurs des jungen Unternehmens, das über einen SPAC an die Börse gelangte, hat sich nach Jahren der Schwäche zeitweise vervielfacht, und damit Erwartungen geweckt, die deutlich über dem heutigen Geschäftsvolumen liegen. Die entscheidende Frage lautet, wie stabil dieser Anstieg ist und welche Annahmen ihn tragen. Der Blick in die verfügbaren Daten zeigt ein Unternehmen in einer frühen Entwicklungsphase: geringe Umsätze, hohe Verluste und ein Geschäftsmodell, das erst in den kommenden Jahren skalieren soll. Gleichzeitig zieht die Technologie namhafte Partner an. Vodafone, Rakuten und AT&T unterstützen die Idee eines Mobilfunknetzes, das nicht mehr auf Funkmasten angewiesen ist, sondern über große Antennensatelliten im niedrigen Erdorbit funktioniert. Auch American Tower, bislang Betreiber klassischer Infrastruktur, und Alphabet sind beteiligt, was die strategische Bedeutung des Projekts unterstreicht. Im Marktvergleich fällt auf, wie unterschiedlich die Entwicklungen innerhalb der Branche verlaufen. Während Globalstar zuletzt stärker performte, kämpfen Unternehmen wie EchoStar oder Viasat mit anhaltenden Herausforderungen. Der Wettbewerb mit Starlink, das nicht börsennotiert ist, setzt zudem hohe technologische Standards, die AST SpaceMobile erst noch erreichen muss. All das spiegelt sich in einer Bewertung wider, die weit über den traditionellen Kennzahlen anderer Anbieter liegt. Dieser Überblick beschreibt, welche Erwartungen im Kurs eingepreist sind, wo die größten Unsicherheiten liegen und in welchem Spannungsfeld sich AST SpaceMobile derzeit bewegt. Die Analyse verknüpft Kursentwicklung, Fundamentaldaten und Branchenumfeld, um ein Bild davon zu zeichnen, wie realistisch die prognostizierten Wachstumsraten sind, und welche Faktoren darüber entscheiden, ob das Unternehmen seiner ambitionierten Rolle gerecht werden kann. Inhaltsverzeichnis00:00 Intro00:54 Langfristiger Chart: AST SpaceMobile02:46 AST SpaceMobile vs. VanEck Space Innovators ETF vs. S&P 500 vs. Industrie-ETF (XLI)03:33 AST SpaceMobile vs. Globalstar vs. EchoStar vs. Viasat04:03 Historie von SAST SpaceMobile05:10 Geschäftsmodell von AST SpaceMobile06:35 Geschäftsbereiche im Detail08:19 Produktion & Kooperation mit SpaceX09:39 Global Space-Based Network Market10:11 Burggraben11:05 Inhaberschaft im Detail13:14 Umsatz- & Margen-Entwicklung14:42 Umsatz nach Segmenten & Regionen15:05 Gewinn, CashFlows & Dividenden15:50 Bilanzüberblick16:16 Aktienrückkäufe16:50 Kennzahlen (KUV) vs. Wettbewerber17:40 Bewertung zu AST SpaceMobile18:50 Chartanalyse AST SpaceMobile19:50 Ist die AST SpaceMobile Aktie derzeit ein Kauf?22:50 Disclaimer23:35 Danke fürs Einschalten!
Analysts Don Kellogg and Roger Entner discuss Dish's Q3 earnings, its sale of spectrum to SpaceX, and T-Mobile's new Text-to-911 offer that's free to all.00:00 Episode intro 00:26 Dish Q3 earnings overview 01:22 AWS-3 sold to SpaceX 03:03 How will Elon use the spectrum?04:00 T-Mobile offers free emergency 911 texting 04:56 Dead zones are dying 06:52 Charlie Ergen's impressive legacy 08:38 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, Charlie Ergen, Elon Musk, AWS-3, spectrum, SpaceX, Boost, Verizon, rural, T-Mobile, John Legere, satellite, Starlink, AT&T
This week, we detail Amazon's confirmation that it has started blocking sideloaded apps on Fire TVs that it deems are being used for piracy, in an effort to restrict users from accessing pirated content. We also discuss ITV's confirmation that it is in talks with Comcast-owned Sky about a potential acquisition of its broadcast business, valuing the company at £1.6 billion. We review the latest financial numbers and subscriber counts from Q3 earnings reported by WBD (HBO Max), Xperi, EchoStar (Sling TV), Altice, and AMC Networks, and highlight the strong earnings results from Akamai and Fastly.Note: I incorrectly stated 'Hulu+ Live TV' when I meant to say 'YouTube TV', and on a second occasion, I meant to say 'YouTube' instead of 'Amazon'. My apologies for the confusion.Podcast produced by Security Halt Media
-Rockstar Games has announced that Grand Theft Auto VI has been delayed once again to November 19, 2026. The open world game was previously delayed from its 2025 launch window to a May 2026 release earlier this year. -SpaceX is acquiring more spectrum licenses from EchoStar in exchange for about $2.6 billion worth of shares in Elon Musk's aerospace company. The transaction is an expansion of the $17 billion deal struck between the companies in September. -Amazon just introduced an AI tool that will automatically translate books into other languages. The appropriately-named Kindle Translate is being advertised as a resource for authors that self publish on the platform. The company says the tool can translate entire books between English and Spanish and German to English. Amazon promises that more languages are coming down the pike. Learn more about your ad choices. Visit podcastchoices.com/adchoices
EchoStar says it will sell a set of wireless spectrum licenses to SpaceX for about $2.6 billion in exchange for stock in the space startup. Kratos Defense & Security Solutions has signed a definitive agreement to acquire 100 percent of the ordinary shares of Orbit Technologies Ltd for $356.3 million. Reflex Aerospace has closed a €50 million Series A funding round, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Yanni Barghouty, Co-founder and CEO of Cosmic Shielding Corporation. You can connect with Yanni on LinkedIn, and learn more about the Cosmic Shielding Corporation on their website. Selected Reading EchoStar to sell more spectrum licenses to SpaceX for $2.6 billion- Reuters Kratos to acquire Orbit Technologies - Intelligence Community News Reflex Aerospace Secures Record €50 Million Series A Record-Breaking Optical Power Beaming Proves Path to Scalable Power Grid for Space Portal unveils Starburst, an ESPA-class rapid-maneuverability spacecraft, and announces Starburst-1 mission on SpaceX in Q4 2026 Firefly Aerospace Closes Acquisition of SciTec National Security Technology Company Starlab Names Leidos as Primary Assembly, Integration and Testing Provider Ecosmic partners with ESA to validate SAFE on Agency satellites Raytheon UK awarded UK Space Agency contract to deliver orbital analyst capability- RTX ispace selected for Japan's Space Strategy Fund project Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Learn more about your ad choices. Visit megaphone.fm/adchoices
The United States Space Force (USSF) expects to award $905 million in contracts over the next five years through a new Maneuverable GEO program. Hughes Network Systems, an EchoStar company, has acquired Anderson Connectivity. Hungary signs the Artemis Accords and shares plans to send another astronaut to the ISS, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Elysia Segal brings us the Space Traffic Report from NASASpaceflight.com. Selected Reading USSF COMSATCOM CSCO Forecast to Industry Future Requirements Fiscal Year (FY) 2026 (as of Oct 2025) Hughes Expands Aviation, Space and Defense Expertise with Strategic Acquisition of Anderson Connectivity | EchoStar Corporation Hungary Announces Plan to Send Its Third Astronaut to Space, Joining Global Top 10 - Hungarian Conservative Hungary signs Artemis Accords - SpaceNews YF-75DB engine test marks milestone for Long March 8A rocket - CGTN China unveils AIMS, world's 1st mid-infrared solar magnetic telescope - CGTN ESA says it will study broad impact of satellite merger- Reuters Lost for 50 Years, Mysterious Zombie Satellite Starts Sending Signals Again Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
From Classroom to Community – the official podcast of the Signal to Soar campaign, underwritten by Hughes, an Echostar company – shines a spotlight on the tremendous difference connectivity can make for schools, especially those isolated by terrain and other factors, and how connectivity via satellite transforms the communities that surround those schools. When a remote school connects for the first time, everything changes. Students gain access to global knowledge, and teachers tap into new tools. Families and communities begin to share in the benefits. In the third episode of our series, we hear more on this topic from Mónica Aguirre, Deputy CEO of Satellite Services at Stargroup México. Mónica holds a Bachelor's degree in Financial Management from Tecnológico de Monterrey. She spent five years working in the financial industry at Value Casa de Bolsa, Morgan Stanley Capital International, and BBVA Bancomer. In 2015, she joined the Stargroup team to lead the finance department and later took on the role of Deputy CEO, overseeing strategic projects and building partnerships with national and international providers to deliver satellite telecommunications services. These solutions are tailored for businesses and government programs aimed at narrowing the digital divide across the country.
We started the program with discussions about SPACs and space-focused investments, where Andrew shared his expertise on SPAC performance and the UFO ETF's methodology. The discussion explored various aspects of space industry investment trends, including index criteria, the evolution of space technology, and the intersection of nuclear and space technologies. The conversation concluded with insights about the flow of investment capital between AI and space industries, along with discussions about regulatory changes and the future opportunities in space exploration.After the introductions and announcements, Andrew discussed his experience with SPACs in some detail, noting that while some have been successful, others have not performed well. He explained that SPACs are not inherently good or bad but rather depend on how they are structured and managed. Andrew shared his personal interest in SPACs dating back to his early career and mentioned that his firm had considered launching a space-focused SPAC but ultimately decided against it due to market conditions. He advised potential investors to conduct thorough due diligence and emphasized the importance of believing in the team behind a SPAC.Andrew explained the origin of the ETF's name “UFO,” which was chosen for its memorable three-letter ticker and availability. He then discussed the fund's performance, noting that it tracks a rules-based index and has exposure to a diverse range of space-related companies, including both well-known and lesser-known names. Andrew also highlighted the fund's global approach and the changing landscape of the space industry, which has led to new investment opportunities. He mentioned that the fund currently holds about 47 companies, up from 30 at launch, and has seen some new space names enter the public markets recently.The discussion focused on space investment trends and index criteria. Andrew explained that private space investments grew from $1.1 billion with 8 investors from 2000-2005 to $10.2 billion with 93 investors from 2012-2018, noting that foreign governments are increasingly seeking space solutions independently of SpaceX. John Jossy inquired about index criteria, and Andrew clarified that the index evaluates space revenue metrics, market cap, and liquidity, with companies needing either majority space revenue or specific revenue thresholds to qualify. Andrew also explained that companies can be removed or re-added to the index based on meeting methodology standards, using Avio as an example of a company that was removed but later re-added when it met the criteria again.The discussion focused on comparing SPACs and UFO ETFs, with Andrew explaining that UFO tracks the S Network Space Index, a global space index launched in 2019 that focuses on companies with significant space-related revenues. Andrew emphasized that unlike traditional ETFs like QQQ, UFO has minimal overlap with other funds and is managed by former Space Foundation Director of Research Micha Walter Range, who developed the methodology for quantifying space industry revenues.We put more focus on the UFO index, its methodology, and potential inclusion of private funds like SilverLake. Andrew explained that the index currently only considers publicly traded securities and does not include private investments. He also discussed trends in commercial space investment, noting the impact of geopolitical events on the industry. Andrew highlighted how conflicts and political shifts have created both challenges and opportunities for space technology companies, potentially leading to more nationalistic approaches in the industry.Andrew discussed the importance of national security and defense in space, highlighting the potential for U.S. companies to win contracts for projects like Golden Dome and potentially share technologies with allies. He noted a strong investor appetite for space companies, citing improved fundamentals and better access to investment opportunities. David asked about the impact of Artemis' success and the race to the moon on investment trends, to which Andrew responded that the moon's strategic importance could influence access and development, mentioning potential data centers and micro-economies on the moon.Given comments by Dr. Kothari, our discussion focused on the intersection of nuclear and space technologies, with Ajay highlighting the potential for thorium-based molten salt reactors to address both energy and climate challenges, noting significant thorium reserves in the US and China. Andrew acknowledged the potential of these technologies while emphasizing the importance of energy for space exploration and the historical benefit of space technologies transferring to Earth applications. David mentioned the emergence of several potential industries from cislunar development and low Earth orbit manufacturing, emphasizing the need for revenue generation beyond seed capital. Andrew said in some cases the fund lists pre-revenue companies. Don't miss his comments on this topic.We looked at many of the space-focused companies and their inclusion in investment indices. Andrew explained that while pre-revenue companies could be included if publicly traded, they typically need to meet specific metrics and be publicly traded to be considered. John Hunt mentioned a potential investment opportunity with a PE of 25 and a dividend of 0.9%. Andrew emphasized the importance of finding a reliable index methodology when investing in specific industries. The conversation also touched on regulatory changes in the ETF industry and Andrew's advice for young entrepreneurs considering space as an investment opportunity.Andrew summarized the space industry's opportunities and challenges, emphasizing the importance of capable workforce and diverse investment strategies. He highlighted the potential for unexpected opportunities in the space sector, citing the EchoStar story as an example. The group also touched on the impact of tariffs on the space industry and the shifting investment landscape, with AI being seen as a major competitor for investment dollars.Note that this program is archived both at www.thespaceshow.com and doctorspace.substack.com for audio. The Zoom video is on the same Substack site for this date, Friday, Oct. 10, 2025.pecial thanks to our sponsors:Northrup Grumman, American Institute of Aeronautics and Astronautics, Helix Space in Luxembourg, Celestis Memorial Spaceflights, Astrox Corporation, Dr. Haym Benaroya of Rutgers University, The Space Settlement Progress Blog by John Jossy, The Atlantis Project, and Artless EntertainmentOur Toll Free Line for Live Broadcasts: 1-866-687-7223For real time program participation, email Dr. Space at: drspace@thespaceshow.comThe Space Show is a non-profit 501C3 through its parent, One Giant Leap Foundation, Inc. To donate via Pay Pal, use:To donate with Zelle, use the email address: david@onegiantleapfoundation.org.If you prefer donating with a check, please make the check payable to One Giant Leap Foundation and mail to:One Giant Leap Foundation, 11035 Lavender Hill Drive Ste. 160-306 Las Vegas, NV 89135Upcoming Programs:Broadcast 4443 Jack Kingdon | Sunday 12 Oct 2025 1200PM PTGuests: Jack KingdonJack discusses his paper “3 months transit time to Mars for human missions using SpaceX Starship” Get full access to The Space Show-One Giant Leap Foundation at doctorspace.substack.com/subscribe
In recent weeks, satellite business EchoStar has clinched multibillion-dollar deals with SpaceX and AT&T. It may sound like boom times for founder Charlie Ergen, but these deals illustrate something different: the abandoning of an ambitious, decades-long quest to build his own mobile phone network. The FT's Wall Street editor Sujeet Indap and US trading and crypto correspondent Jill R Shah explain how Ergen's fortunes changed, and the role Elon Musk and US President Donald Trump played in that. Clips from CNBC, Reuters, Yahoo Finance, Echostar/Vimeo- - - - - - - - - - - - - - - - - - - - - - - - - - For further reading:How a deal with Elon Musk helped a telecoms tycoon save his company from bankruptcyTrump forces billionaire to foldCharlie Ergen: Media mogul at a Sprint- - - - - - - - - - - - - - - - - - - - - - - - - - Behind the Money has been nominated for a Signal Award in the Money & Finance category! It's a Listener Choice award, which means we need your help. Vote for us to win here. We appreciate your support!Follow Sujeet Indap on X (@sindap), or on Bluesky (@sindap.bsky.social). Follow Jill Shah on X (@jillrshah). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Our featured guest this week is Greg Foss, Manager - Threat Detection @ Datadog, interviewed by Frank Victory. News from Echostar, Space Command, DenAI Summit, CU Boulder, Webroot, Red Canary, Zvelo, Optiv, Ping Identity, and a lot more! You can find Greg and Frank at the following events if you'd like to see them in purpose:Greg: Lunch keynote at the CSA Fall Summit 2025 October 29th Frank: BSides Colorado Springs - "Pyramid of Pain - Defenders Edition" October 25th SnowFROC 2026 - March 26 and 27 University of Michigan CyberSecurity Symposium - Challenges of Training the Next Generation of Cybersecurity Professionals - October 30th Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: EchoStar unloads wireless spectrum to Musk's SpaceX for $17 billion Will Colorado lose 30,000 jobs when Space Command moves to Alabama? CU Boulder ranked No. 1 for launching startups based on university discoveries Guarding your family against the latest online threats Node problem: Tracking recent npm package compromises SaaS Risk Management for Vendors in the Age of AI Cybersecurity Capabilities for Maturing Your TPRM Programs Complying with NIST SP 800-63-4 Standards: Identity as the Roadmap Redefining incident response in the age of AI Upcoming Events: Check out the full calendar ISSA Denver - Denver ISSA Chapter Meeting at Secure World: How I Got Caught: A Deep Dive Into a 800K Fraud - 10/9 ISACA Denver - October Chapter Meeting - 10/16 ASIS Denver - ASIS ROCKY MOUNTAIN TRADE SHOW and NETWORKING - 10/21 ISSA Pikes Peak - Chapter Meeting - 10/22 CSA - CSA Fall Summit - 10/29 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0
Summary del Show: • Wall Street abre con leves caídas, en medio del riesgo de shutdown y la expectativa por el reporte JOLTS. • Trump respalda el CBD y dispara las acciones de cannabis como $TLRY y $CGC. • Verizon negocia con EchoStar $SATS la compra de espectro clave para 5G y futuro 6G. • Boeing $BA estudia un nuevo avión de pasillo único para competir con Airbus.
Julián Coca, gestor del fondo Alinea Global, repasa los protagonistas de la bolsa norteamericana: COTY, BOEING, Verizon, EchoStar y Nike.
News and Updates: Apple iOS 26 delivers one of the biggest iPhone upgrades in years. The new Liquid Glass interface adds a translucent, holographic look, while Spatial Scenes uses AI to turn photos into dynamic 3D wallpapers. Major app redesigns include a cleaner Camera for one-handed use, a simplified Photos layout, customizable Messages with polls and chat backgrounds, and an upgraded Lock Screen. New Battery Settings now estimate charging times and debut Adaptive Power Mode (on iPhone 15 Pro+). But the flashy Liquid Glass design has drawn complaints of eye strain, dizziness, and legibility issues, with Apple offering accessibility tweaks as workarounds. Intel + Nvidia struck a $5B partnership that could reshape PCs. Nvidia bought a 4–5% stake in Intel, and the two are co-developing hybrid CPUs with Nvidia GPU chiplets connected via NVLink. These SoCs could boost AI PCs, power slimmer gaming laptops, and bring workstation-level performance to mini desktops — potentially blurring the line between integrated and discrete graphics. Nvidia + OpenAI announced a massive $100B investment deal. Nvidia will fund the buildout of 10 gigawatts of AI data centers using its upcoming Vera Rubin chips, more than doubling today's top AI hardware. The arrangement lets Nvidia recycle investment into chip sales while giving OpenAI infrastructure to push toward “superintelligence.” The deal lifted Nvidia's market cap to nearly $4.5T, the largest in the world. SpaceX Starlink filed to launch up to 15,000 new satellites to supercharge its direct-to-cell service. The move follows a $17B spectrum deal with EchoStar and will boost capacity 20-fold, enabling LTE-like performance for calls and messaging in dead zones. T-Mobile remains the US launch partner, but CEO Elon Musk hinted SpaceX could eventually sell mobile service directly, competing with carriers. Microsoft is injecting Copilot into all Microsoft 365 accounts, unless you manually use the Customization feature to stop the auto install.
Welcome and Introduction- Will Townsend and Anshel Sag host episode 237 of G2 on 5G- Brief baseball discussion about the Astros and PadresMavenir's AI Strategy- Mavenir CEO's focus on agentic AI to revitalize the company- Discussion on potential replacement of OSS with AI- Skepticism about the extent of AI's role in network operationsIntel and Nvidia Partnership- Announcement of Intel and Nvidia's $5 billion partnership- Implications for 5G and 6G radio and AI at the edge- Potential impact on competitive dynamics in the semiconductor industryVoice over New Radio (VoNR) Launch in Spain- Mass Orange's commercial launch of 5G VoNR service- Benefits of VoNR including HD audio, lower latency, and improved capacity- Significance for the Spanish telecom marketMeta's New AI Smart Glasses- Introduction of second-generation Meta Ray-Bans and Meta Oakley Vanguards- Features including improved battery life, image quality, and AI capabilities- Potential applications in sports and everyday useNATO's 5G Initiative for Military Communications- NATO's Multinational 5G (MN5G) initiative for defense purposes- Dual-use paradigm adapting civilian technologies for military applications- Potential civilian applications in critical infrastructure protectionEchoStar's Spectrum Sell-off- EchoStar CEO Charlie Ergen's comments on becoming an "asset-light growth company"- Discussion on the forced pivot and its impact on the company's future- Implications for the telecom industry and spectrum availabilityClosing Remarks- Invitation for listener engagement and topic suggestions- Contact information for the hosts on social media
In this episode of the Brainstorm podcast, Sam Korus, Brett Winton, and Nick Grous dive into the latest developments from Robinhood's Hood Summit, exploring their innovative new features for active traders and the exciting launch of Robinhood Social. They also discuss SpaceX's strategic spectrum acquisition and its implications for global communication.If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn't mean we don't have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we're sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we'll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK's quick takes on what's going on in tech today.Key Points From This Episode:Robinhood introduced new features for active traders, including short selling and custom indicators.A new social feature in the Robinhood app will allow users to share and verify trades in real-time.SpaceX purchased spectrum from EchoStar to enable global satellite communication.SpaceX aims to challenge traditional telecom companies by becoming a global cellular provider.For more updates on Public.com:Website: https://public.com/YouTube: @publicinvestX: https://twitter.com/public
iPhone 17 event live blog: on the ground at Apple's keynote Google Court Doc: Open Web Is In Rapid Decline Anthropic Judge Rejects $1.5 Billion AI Copyright Settlement (1) The Software Engineers Paid to Fix Vibe Coded Messes What to expect from Meta Connect SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service Tesla Wants Out of the Car Business Tesla Offers Elon Musk an Unprecedented $1 Trillion Pay Package Gen Z protests in Nepal, sparked by a social media ban, have killed nearly 2 dozen and injured hundreds. Here's what to know Microdramas are TikTok turned up to 11, and they're coming for your time and money Tiny Vinyl is a new pocketable record format for the Spotify age Kodak's mini camera fits on your keyring and is smaller than an AirPods case Geek News Central Mourns the Loss of Todd Cochrane Host: Leo Laporte Guests: Dan Patterson, Victoria Song, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit bitwarden.com/twit oracle.com/twit shopify.com/twit NetSuite.com/TWIT
iPhone 17 event live blog: on the ground at Apple's keynote Google Court Doc: Open Web Is In Rapid Decline Anthropic Judge Rejects $1.5 Billion AI Copyright Settlement (1) The Software Engineers Paid to Fix Vibe Coded Messes What to expect from Meta Connect SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service Tesla Wants Out of the Car Business Tesla Offers Elon Musk an Unprecedented $1 Trillion Pay Package Gen Z protests in Nepal, sparked by a social media ban, have killed nearly 2 dozen and injured hundreds. Here's what to know Microdramas are TikTok turned up to 11, and they're coming for your time and money Tiny Vinyl is a new pocketable record format for the Spotify age Kodak's mini camera fits on your keyring and is smaller than an AirPods case Geek News Central Mourns the Loss of Todd Cochrane Host: Leo Laporte Guests: Dan Patterson, Victoria Song, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit bitwarden.com/twit oracle.com/twit shopify.com/twit NetSuite.com/TWIT
iPhone 17 event live blog: on the ground at Apple's keynote Google Court Doc: Open Web Is In Rapid Decline Anthropic Judge Rejects $1.5 Billion AI Copyright Settlement (1) The Software Engineers Paid to Fix Vibe Coded Messes What to expect from Meta Connect SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service Tesla Wants Out of the Car Business Tesla Offers Elon Musk an Unprecedented $1 Trillion Pay Package Gen Z protests in Nepal, sparked by a social media ban, have killed nearly 2 dozen and injured hundreds. Here's what to know Microdramas are TikTok turned up to 11, and they're coming for your time and money Tiny Vinyl is a new pocketable record format for the Spotify age Kodak's mini camera fits on your keyring and is smaller than an AirPods case Geek News Central Mourns the Loss of Todd Cochrane Host: Leo Laporte Guests: Dan Patterson, Victoria Song, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit bitwarden.com/twit oracle.com/twit shopify.com/twit NetSuite.com/TWIT
iPhone 17 event live blog: on the ground at Apple's keynote Google Court Doc: Open Web Is In Rapid Decline Anthropic Judge Rejects $1.5 Billion AI Copyright Settlement (1) The Software Engineers Paid to Fix Vibe Coded Messes What to expect from Meta Connect SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service Tesla Wants Out of the Car Business Tesla Offers Elon Musk an Unprecedented $1 Trillion Pay Package Gen Z protests in Nepal, sparked by a social media ban, have killed nearly 2 dozen and injured hundreds. Here's what to know Microdramas are TikTok turned up to 11, and they're coming for your time and money Tiny Vinyl is a new pocketable record format for the Spotify age Kodak's mini camera fits on your keyring and is smaller than an AirPods case Geek News Central Mourns the Loss of Todd Cochrane Host: Leo Laporte Guests: Dan Patterson, Victoria Song, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit bitwarden.com/twit oracle.com/twit shopify.com/twit NetSuite.com/TWIT
iPhone 17 event live blog: on the ground at Apple's keynote Google Court Doc: Open Web Is In Rapid Decline Anthropic Judge Rejects $1.5 Billion AI Copyright Settlement (1) The Software Engineers Paid to Fix Vibe Coded Messes What to expect from Meta Connect SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service Tesla Wants Out of the Car Business Tesla Offers Elon Musk an Unprecedented $1 Trillion Pay Package Gen Z protests in Nepal, sparked by a social media ban, have killed nearly 2 dozen and injured hundreds. Here's what to know Microdramas are TikTok turned up to 11, and they're coming for your time and money Tiny Vinyl is a new pocketable record format for the Spotify age Kodak's mini camera fits on your keyring and is smaller than an AirPods case Geek News Central Mourns the Loss of Todd Cochrane Host: Leo Laporte Guests: Dan Patterson, Victoria Song, and Jason Hiner Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit bitwarden.com/twit oracle.com/twit shopify.com/twit NetSuite.com/TWIT
Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.00:00 Episode intro 00:26 SpaceX's purchase of spectrum from EchoStar 02:51 Paying with equity may cause issues 05:43 Potential uses of the spectrum 08:45 The future of AWS-3 10:36 What was Charlie's strategy? 13:40 Mint succeeded where EchoStar failed 15:22 EchoStar's failed to convince consumers 15:43 Will Elon market effectively? 17:15 The future of AST 17:58 Contract billing details are crucial to end results 18:53 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Tim Farrar, TMF Associates, satellite, Charlie Ergen, Dish, EchoStar, Elon Musk, Starlink, spectrum, SpaceX, AT&T, Verizon, T-Mobile, DTC, BEAD, AWS-3, AWS-4, FCC, 5G, network, MIMO, Mint, Boost, AST
CONTINUED Bob Zimmerman details SpaceX's expanding Starlink reach, including a $17 billion deal to acquire Echostar's FCCspectrum licenses, ensuring Echostar's survival by partnering rather than competing. He also reports on Starship Super Heavy's 10th test flight, where metal thermal tiles failed but significant lessons were learned, with plans for an 11th flight and version three development. NASA's Dragonfly mission to Titan is vastly over budget and behind schedule, risking failure. China's technological exports, including drones and EVs, pose surveillance risks due to government control. 1959
Bob Zimmerman details SpaceX's expanding Starlink reach, including a $17 billion deal to acquire Echostar's FCCspectrum licenses, ensuring Echostar's survival by partnering rather than competing. He also reports on Starship Super Heavy's 10th test flight, where metal thermal tiles failed but significant lessons were learned, with plans for an 11th flight and version three development. NASA's Dragonfly mission to Titan is vastly over budget and behind schedule, risking failure. China's technological exports, including drones and EVs, pose surveillance risks due to government control. 1945
CBS EYE ON THE WORLD WITH JOHN BATCHELOR SHOW SCHEDULE 9-12-25 GOOD EVENING. THE SHOW BEGINS IN GAZA WITH THE GOAL OF DEHAMASIFICATION.. FIRST HOUR 9-915 John Bolton criticizes the "two-state solution" as a dead idea post-October 7th, proposing a "three-state solution" where Gaza returns to Egypt or is divided, and the West Bank is managed by Israel and Jordan. He emphasizes "De-Hamasification" as crucial and humanitarian, arguing that Arab nations, particularly Egypt, resist taking Gazan refugees due to fears of importing Hamas/Muslim Brotherhood influence. Bolton believes this is necessary for a stable future in the region. 915-930 Lorenzo Fiori shares a traditional Milanese recipe for "rice with saffron" (risotto alla Milanese), often served at La Scalagala dinners, describing it as delicious and creamy with parmesan cheese. He recommends pairing it with Italian wines like Barolo or Barbaresco from Piedmont. Fiori also discusses Italy's economic concerns regarding political instability in France and Germany, and the ongoing international interest in NATO events. 930-945 Gene Marks describes a mixed economic picture, noting that a national "slowdown" isn't universally felt, with many small businesses thriving. He highlights challenges like rising healthcare costs, spurring interest in self-insurance and health reimbursement arrangements. Marks discusses AI's impact on the workforce, specifically reducing sales and tech roles in large companies like Salesforce, but predicts a surge in demand for skilled trades not easily replaced by AI. 945-1000 CONTINUED Gene Marks describes a mixed economic picture, noting that a national "slowdown" isn't universally felt, with many small businesses thriving. He highlights challenges like rising healthcare costs, spurring interest in self-insurance and health reimbursement arrangements. Marks discusses AI's impact on the workforce, specifically reducing sales and tech roles in large companies like Salesforce, but predicts a surge in demand for skilled trades not easily replaced by AI. SECOND HOUR 10-1015 Jim McTague reports from Lancaster County, PA, challenging the narrative of an economic slowdown. He shares examples of busy local businesses like "Phil the painter" who has never been busier. McTague observes a trend of housing price cuts, but notes vibrant local tourism and events. He highlights the significant economic boost from two new data centers, creating 600-1000 construction jobs and 150 permanent positions, bringing the county into the 21st century. 1015-1030 Max Meizlish, a senior research analyst, highlights how Chinese money laundering networks are fueling America's fentanyl epidemic by cleaning drug proceeds for Mexican cartels. These networks also enable wealthy Chinese nationals to bypass capital control 1030-1045 Richard Epstein discusses federal district court judges defying presidential orders, attributing it to a breakdown of trust and the president's "robust view of executive power" that disregards established procedures and precedents. He explains that judges may engage in "passive resistance" or "cheating in self-defense" when they perceive the president acting for political reasons or abusing power, such as in budget cuts or dismissals. Epstein also links this distrust to gerrymandering and increasing political polarization1045-1100 Richard Epstein discusses federal district court judges defying presidential orders, attributing it to a breakdown of trust and the president's "robust view of executive power" that disregards established procedures and precedents. He explains that judges may engage in "passive resistance" or "cheating in self-defense" when they perceive the president acting for political reasons or abusing power, such as in budget cuts or dismissals. Epstein also links this distrust to gerrymandering and increasing political polarization. THIRD HOUR 1100-1115 Henry Sokolski addresses the critical challenge of the US power grid meeting AI data center demands, which are projected to require gigawatt-scale facilities and vastly increased electricity by 2030. He questions who bears the risk and cost of this buildout, advocating for AI companies to fund their own power generation. Sokolski also discusses the debate around nuclear power as a solution and Iran's suspect nuclear weapons program, highlighting the complexities of snapback sanctions and accounting for uranium. 1115-1130 CONTINUED Henry Sokolski addresses the critical challenge of the US power grid meeting AI data center demands, which are projected to require gigawatt-scale facilities and vastly increased electricity by 2030. He questions who bears the risk and cost of this buildout, advocating for AI companies to fund their own power generation. Sokolski also discusses the debate around nuclear power as a solution and Iran's suspect nuclear weapons program, highlighting the complexities of snapback sanctions and accounting for uranium.1130-1145 Professor John Cochrane of the Hoover Institution attributes current inflation to the fiscal theory of the price level. He explains that massive government spending, such as the $5 trillion borrowed during COVID-19 with $3 trillion printed by the Fed, combined with no credible plan for repayment, directly causes inflation. Cochrane differentiates this from monetarism, noting that quantitative easing (printing money and taking back bonds) did not lead to inflation. He emphasizes that the 2022 inflation spike was a loss of confidence in the government's ability to pay its debts. Successful disinflations, he argues, require a combination of monetary, fiscal, and microeconomic reforms. 1145-1200 Professor John Cochrane of the Hoover Institution attributes current inflation to the fiscal theory of the price level. He explains that massive government spending, such as the $5 trillion borrowed during COVID-19 with $3 trillion printed by the Fed, combined with no credible plan for repayment, directly causes inflation. Cochrane differentiates this from monetarism, noting that quantitative easing (printing money and taking back bonds) did not lead to inflation. He emphasizes that the 2022 inflation spike was a loss of confidence in the government's ability to pay its debts. Successful disinflations, he argues, require a combination of monetary, fiscal, and microeconomic reforms.FOURTH HOUR 12-1215 Conrad Black offers an insider's view of the Trump White House, describing a very positive, informal, and busy atmosphere. He notes the president's decisiveness, courtesy to subordinates, and long workdays, with constant activity in the Oval Office. Black contrasts this informal style with Roosevelt and Nixon, suggesting it's a "three-ring circus" that nonetheless works due to Trump's methods. He also touches on Canadian perceptions, acknowledging Trump's work ethic despite political differences.EV1215-1230 Brandon Weichert highlights the immense power demands of AI and AGI data centers, requiring gigawatts of electricity and facing significant regulatory hurdles. He discusses the potential weaponization of AI, noting human nature's tendency to weaponize new technologies. Weichert shares personal experiences with AI tools like Grok, Gemini, and Claude, including instances of AI "diversion" rather than hallucination. He emphasizes the need to master this technology, as the substantial investment ensures its permanence.1230-1245 Bob Zimmerman details SpaceX's expanding Starlink reach, including a $17 billion deal to acquire Echostar's FCCspectrum licenses, ensuring Echostar's survival by partnering rather than competing. He also reports on Starship Super Heavy's 10th test flight, where metal thermal tiles failed but significant lessons were learned, with plans for an 11th flight and version three development. NASA's Dragonfly mission to Titan is vastly over budget and behind schedule, risking failure. China's technological exports, including drones and EVs, pose surveillance risks due to government control.1245-100 AM CONTINUED Bob Zimmerman details SpaceX's expanding Starlink reach, including a $17 billion deal to acquire Echostar's FCCspectrum licenses, ensuring Echostar's survival by partnering rather than competing. He also reports on Starship Super Heavy's 10th test flight, where metal thermal tiles failed but significant lessons were learned, with plans for an 11th flight and version three development. NASA's Dragonfly mission to Titan is vastly over budget and behind schedule, risking failure. China's technological exports, including drones and EVs, pose surveillance risks due to government control.
Welcome and Introduction- Will Townsend welcomes Anshel Sag to episode 236 of G2 on 5G- Overview of the podcast format: six topics covered in about 20 minutesReliance's Upcoming IPO- Reliance preparing for a massive IPO in early 2026- Aiming to raise $6 billion, potentially valuing the company at $112 billion- Discussion on Reliance's network infrastructure and subscriber base- Analysis of the IPO's purpose and potential impact on investorsApple's Latest Product Announcements- Overview of new iPhone 17 series, including the iPhone Air- Introduction of 5G capabilities in all new Apple Watch versions- AirPods Pro 3 features, including improved noise cancellation and heart rate sensor- Discussion on Apple's new chips: A19 SoC, C1X modem, and N1 wireless chipEricsson's AI Framework for Enterprise Networks- Ericsson's Enterprise Wireless Group claims first 5G agentic AI framework- Framework designed to streamline enterprise network operations- Comparison with competitors like HPE and Cisco in the private wireless spaceSpaceX's Spectrum Acquisition from EchoStar- SpaceX's $17 billion transaction for EchoStar's spectrum licenses- Implications for Dish Network and the US mobile carrier landscape- Discussion on potential Starlink direct-to-cell service for Boost Mobile subscribersT-Mobile's Shift Away from CBRS Spectrum- T-Mobile moving past CBRS spectrum for neutral host applications- Analysis of the impact on the CBRS ecosystem and companies like Solana- Discussion on T-Mobile's Advanced Network Solutions (ANS) and private network deploymentT-Mobile's Role in LA 2028 Olympics- T-Mobile for Business to provide 5G connectivity for LA 2028 Olympics- Coverage agreement for over 110 locations across Southern California- Deployment of advanced network solutions, including network slicing and secure connectivityClosing Thoughts- Reflection on the power of 5G for large-scale events like the Olympics- Invitation for listeners to provide insights on specific 5G topics- Request for podcast ratings and subscriptions
This week, we dig into Atlassian buying The Browser Company, whether Pay Per Crawl makes sense, and Oracle's cloud jackpot. Plus, a quick lesson in Aussie slang. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) 537 (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) Runner-up Titles "I have a plan to make things slightly better.” Matt Ray comes off the top rope We are in that demographic Flip-flops, thongs, and slides. No Translation Needed Do we have a fashion channel? Why not us too? Let's just try it Hooters adjacent tech story Pay-per-crawl. I don't know how DNS works, nobody does Cool, copyright, I love it Just lots of weird stuff going on. Y'all are weird Rundown Final thought on Australia (https://walkingtheworld.substack.com/p/final-thought-on-australia) Atlassian agrees to acquire The Browser Company for $610 million (https://www.cnbc.com/2025/09/04/atlassian-the-browser-company-deal.html) VMware buying Slide Rocket in 2011 (https://techcrunch.com/2011/04/26/vmware-acquires-online-presentation-application-sliderocket/), which is now ClearSlide (https://www.clearslide.com/product/sliderocket/) An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl (https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/) Anthropic Agrees to Pay $1.5 Billion to Settle Lawsuit With Book Authors (https://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html) Apple unveils iPhone 17 Pro and iPhone 17 Pro Max (https://www.apple.com/newsroom/2025/09/apple-unveils-iphone-17-pro-and-iphone-17-pro-max/) Catch up quick | Apple September event highlights (https://youtu.be/31MbUHX7W8k?si=lmDZqRp_SsQykqsr) Apple introduces AirPods Pro 3 with live translation feature (https://arstechnica.com/gadgets/2025/09/new-airpods-pro-3-turn-apples-earbuds-into-fitness-tracker-universal-translator/) Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue (https://www.cnbc.com/2025/08/28/nvidias-top-two-mystery-customers-made-up-39percent-of-its-q2-revenue-.html) Oracle Financial's US parent jumps 27% in extended trading on Tuesday; Here's why - CNBC TV18 (https://www.cnbctv18.com/market/oracle-corp-share-price-jump-q1-results-guidance-data-centre-india-listed-stock-19668521.htm) Relevant to your Interests Google, Apple, and Mozilla Win in the Antitrust Case Google Lost (https://spyglass.org/google-apple-and-mozilla-win-in-the-antitrust-case-google-lost/) Privacy Nightmare: Your Doorbell Camera Is Snitching to Insurance Companies (https://www.gadgetreview.com/privacy-nightmare-your-doorbell-camera-is-snitching-to-insurance-companies) Broadcom Stock Soars as AI Demand Drives Strong Earnings—Crucial Price Levels to Monitor (https://www.investopedia.com/broadcom-stock-soars-as-ai-demand-drives-strong-earnings-crucial-price-levels-to-monitor-11804068) Addressing the unauthorized issuance of multiple TLS certificates for 1.1.1.1 (https://blog.cloudflare.com/unauthorized-issuance-of-certificates-for-1-1-1-1/) Exclusive | Databricks Crosses $4 Billion in Annual Revenue Rate (https://www.wsj.com/tech/ai/databricks-increases-revenue-forecast-to-4-billion-a-year-642897c8) SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service (https://techcrunch.com/2025/09/08/spacex-strikes-17b-deal-to-buy-echostars-spectrum-for-starlinks-direct-to-phone-service/) Google Cloud CEO sees sunny prospects thanks to AI demand (https://www.theregister.com/2025/09/09/google_cloud_ceo_sees_sunny/) Apple unveils iPhone 17 Pro and iPhone 17 Pro Max (https://www.apple.com/newsroom/2025/09/apple-unveils-iphone-17-pro-and-iphone-17-pro-max/) Catch up quick | Apple September event highlights (https://youtu.be/31MbUHX7W8k?si=lmDZqRp_SsQykqsr) Apple introduces AirPods Pro 3 with live translation feature (https://arstechnica.com/gadgets/2025/09/new-airpods-pro-3-turn-apples-earbuds-into-fitness-tracker-universal-translator/) Claude can now create and use files (https://www.anthropic.com/news/create-files) The $69 Billion Domino Effect: How VMware's Debt-Fueled Acquisition Is Killing Open Source, One Repository at a Time (https://fastcode.io/2025/08/30/the-69-billion-domino-effect-how-vmwares-debt-fueled-acquisition-is-killing-open-source-one-repository-at-a-time/) Nonsense 2025 AI Darwin Award Nominees - Worst AI Failures of the Year (https://aidarwinawards.org/nominees-2025.html) Ground staff strike: KLM cancels over 100 flights on Wednesday - DutchNews.nl (https://www.dutchnews.nl/2025/09/ground-staff-strike-klm-cancels-over-100-flights-on-wednesday/) Listener Feedback Carless People (https://www.amazon.com/Careless-People-Cautionary-Power-Idealism/dp/1250391237) What We've Learned About the Kawhi Leonard Situation—and What We Haven't (https://www.theringer.com/2025/09/09/nba/kawhi-leonard-los-angeles-clippers-steve-ballmer-aspiration-salary-cap-circumvention) Conferences VMUG London (https://my.vmug.com/s/event/a4pVs000000eX25IAE/uk-usercon?filters=%257B%2522baseConditions%2522%3A%255B%257B%2522fieldName%2522%3A%2522acem__Zone__c%2522%2C%2522fieldType%2522%3A%2522ID%2522%2C%2522fieldValue%2522%3A%2522a4vVs0000002wkgIAA%2522%257D%255D%2C%2522tabCondition%2522%3A%2522Upcoming%2522%2C%2522textAreaConditions%2522%3A%255B%255D%2C%2522picklistConditions%2522%3A%255B%255D%2C%2522chatterGroupCondition%2522%3A%257B%2522chatterGroupId%2522%3Anull%257D%2C%2522page%2522%3A5%257D&chatterGroupId&utm_source&utm_medium&utm_campaign), Coté speaking, September 18th. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), NYC November 3-5, London November 17-19 SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Python: The Documentary | An origin story (https://www.youtube.com/watch?v=GfH4QL4VqJ0) Matt: macOS - Sound Output → another computer beats using a headphone switcher Coté: back to Obsidian (https://obsidian.md). Marriott lifetime platinum luggage tags (https://www.reddit.com/r/marriott/comments/17vtenx/life_time_platinum_luggage_tags_thats_it/), check out this deep dive (https://phillipsloop.com/2024/05/10/review-complimentary-marriott-bonvoy-lifetime-elite-gift/). Photo Credits Header (https://unsplash.com/photos/opera-house-sydney-australia-r2L6vCKaVRk)
Caleb Henry, Director of Research at Quilty Space, joins me to talk about EchoStar's spectrum sales and constellation cancellation, SpaceX's spectrum purchase, and the financials of Starlink.This episode of Main Engine Cut Off is brought to you by 34 executive producers—Bob, Heiko, Creative Taxi, Josh from Impulse, Russell, Donald, Will and Lars from Agile, Matt, Steve, Lee, Joel, Tim Dodd (the Everyday Astronaut!), Frank, Natasha Tsakos (pronounced Tszakos), The Astrogators at SEE, Better Every Day Studios, Ryan, Kris, Pat, Joakim (Jo-Kim), Stealth Julian, Warren, Theo and Violet, Jan, Joonas, Fred, David, and four anonymous—and hundreds of supporters.TopicsQuilty Space (@QuiltySpace) / XStarlink Financial & Strategic Analysis 2025 1H | Quilty SpaceSign Up Form | Quilty SpaceEchoStar sells spectrum to SpaceX, cancels MDA satellite contract - SpaceNewsEchoStar's $23 billion spectrum sale clears path for direct-to-device constellation - SpaceNewsEchoStar orders initial MDA satellites for $5 billion LEO constellation - SpaceNewsThe ShowLike the show? Support the show on Patreon or Substack!Email your thoughts, comments, and questions to anthony@mainenginecutoff.comFollow @WeHaveMECOFollow @meco@spacey.space on MastodonListen to MECO HeadlinesListen to Off-NominalJoin the Off-Nominal DiscordSubscribe on Apple Podcasts, Overcast, Pocket Casts, Spotify, Google Play, Stitcher, TuneIn or elsewhereSubscribe to the Main Engine Cut Off NewsletterArtwork photo by CMSEOWork with me and my design and development agency: Pine Works
Die EU verhängt eine Kartellstrafe von 3 Milliarden Euro gegen Google wegen Marktmachtmissbrauch im Online-Werbemarkt und Trump droht mit Vergeltungszöllen. OpenAI plant eigene Chips mit Broadcom und erhöht den erwarteten Cash-Burn auf 115 Milliarden. Anthropic zahlt 1,5 Milliarden Strafe für die Nutzung urheberrechtlich geschützter Bücher zum KI-Training. Microsoft mietet Datacenter bei Nebius für 17 Milliarden Dollar. SpaceX erwirbt Mobilfunklizenzen von EchoStar für 17 Milliarden. Meta nutzt Off-Balance-Sheet-Finanzierung für neue Datacenter. Uber plant Robotaxis in München ab 2026. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Apple Event (00:04:45) EU-Kartellstrafe gegen Google (00:11:15) OpenAI baut eigene Chips (00:14:15) Anthropic LibGen-Strafe (00:19:10) KI-Bubble: Mercor & Cognition (00:24:40) Trump Tech-Dinner Update (00:30:00) Meta Off-Balance-Sheet-Finanzierung (00:38:00) Microsoft Nebius-Deal (00:41:55) Second Shot YouTube Golf-Channel (00:52:40) Schmuddelecke (01:04:15) Uber Robotaxis München Shownotes Glöckler's Golf Channel - Second Shot – youtube.com Kartellverfahren: Trump droht Europa mit Zöllen – handelsblatt.com OpenAI beginnt Massenproduktion eigener KI-Chips mit Broadcom – ft.com Anthropic Bücher Urteil – apnews.com Mercor erhält Angebote für $10-Milliarden-Bewertung – theinformation.com Nvidia: GAIN AI Act würde Wettbewerb einschränken, ähnlich AI Diffusion Rule – reuters.com OpenAI Burn – theinformation.com Heißes Mikrofon: Zuckerberg gibt zu, dass sein 600-Milliarden-Dollar-Versprechen an Trump eine Vermutung war – business-standard.com Metas Rückhalt: Schlüssel für 26-Milliarden-Dollar-Deal – bloomberg.com Cognition AI erreicht $10 Milliarden Bewertung durch neue Finanzierung – bloomberg.com Microsoft schließt Nebius-Cloud-Deal ab – bloomberg.com ASML wird Hauptaktionär von Mistral AI nach Finanzierungsrunde – reuters.com Trump LinkedIn – axios.com Holy War Maga – theverge.com Trump-verbundenes Token-Debüt: Konflikt mit Milliardär Justin Sun – bloomberg.com Elon – x.com Coca-Cola rebrandet Produkte in Deutschland – dw.com SpaceX kauft EchoStar-Spektrum für 17 Milliarden Dollar – bloomberg.com Uber München – theverge.com Wifi Signale – news.ucsc.edu
SpaceX just fired off one of the biggest shots yet in the spectrum wars, agreeing to pay $17 billion to take over a massive chunk of wireless airwaves from EchoStar for Starlink's Direct-to-Cell services. The deal is the most aggressive signal yet that SpaceX wants to rule the satellite-to-phone market. Also, Ramp answered any lingering questions as to why investors recently valued the expense management startup at $22.5 billion, just 45 days after a previous funding round valued it at $16 billion: The company says it has achieved $1 billion in annualized revenue. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Plus: FCC ends investigation into EchoStar. And CoreWeave launches a venture arm to invest in AI startups. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The CEO of AT&T says he doesn't expect an iPhone super cycle following the release of the iPhone 17. Plus his thoughts on the company's recent $23B deal with Echostar. Then the White House responds to the revised payroll data, saying the large change in numbers is why new leadership is needed. And the CEO of Barclays, live from the company's financial services conference. His outlook for the economy and rate cuts.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Hier geht's zu unserer neuen Analyse-Plattform für mehr Deep-Dive-Content zu Einzelaktien, einer Transkript-Datenbank, Branchen-Deep-Dives und und und. Mit diesem Code ist der erste Monat kostenlos: https://herohero.co/oaws/invites/RZJXWTIYRE Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. In SpaceX investieren? EchoStar macht's möglich & versenkt dabei die Deutsche Telekom. In Mistral investieren? ASML macht's möglich. VW, QuantumScape und Xpeng haben gute IAA. Summit hat schwache Daten. BioNTech dadurch auch. Eightco steigt 4000%. Ist Miniso (WKN: A2QE9X) das nächste Pop Mart? Helme mit 50% operativer Gewinnmarge? Das ist das Ziel von MIPS (WKN: A2DNT6). Diesen Podcast vom 09.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax Squawk on the Street Disclaimer
The news of Texas covered today includes:Our Lone Star story of the day: Why does so much illogic, utter stupidity, and simple blindness to practical reality surround the right to keep and bear arms? Three Second Amendment related stories today: NRA opposes possible DOJ gun ownership ban for transgender people – of course NRA is right but who on the “Right” thought it okay to adopt this Leftist idea of denying basic rights to people for future crimes or similar? Illinois can ban concealed carry on trains, buses: Appeals court. This is so shockingly bad that it is hard to accept that people with functional IQs could come up with it. I explain. What a deadly game of ding-dong ditch says about Texas. Beyond the pale of ridiculous illogic. One man lies in wait and shoots kids equates to a culture wide situation with over 30 million? If he had simply jumped them from the bushes and stabbed them….? Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Texas 2026 GOP Primary ballot issues released.More DEI and pro-homosexual teaching at Texas A&M exposed..Texas space business news: EchoStar sells spectrum licenses to SpaceX for $17 billion while buying into Starlink Midland-based AST SpaceMobile update on its cellphone to satellite Bluebird constellation Houston companies are betting big on space data – very interesting story that highlight numerous Texas private space companies. Campaign news: HD71: Hardaway says lifelong calling led him to race. Why no mention of being a Republican, about limited government, lower spending and taxes, or even conservatism? Texas state Rep. James Talarico to launch Democratic campaign for U.S. Senate Betts jumps into GOP race for TX 21 Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
EchoStar has entered into a definitive agreement with SpaceX to sell the company's AWS-4 and H-block spectrum licenses for approximately $17 billion. NASA seeks feedback from industry partners on the next phase of its commercial space stations strategy. Planet Labs has announced financial results for the period ended July 31, 2025, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Bailey Reichelt from Aegis Space Law and Matthew Linton from Linton Space Law bring us Space Law FAQs. If you have any questions you'd like to ask the team, please email space@n2k.com. Selected Reading EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX MDA Space Provides Update On Echostar Contract NASA Seeks Industry Input on Next Phase of Commercial Space Stations Commercial Low Earth Orbit (LEO) Development Program Phase 2- SAA Planet Reports Financial Results for Second Quarter of Fiscal Year 2026 ICEYE signs satellite acquisition agreement with the Finnish Defence Forces NASA Announces CHAPEA Crew for Year-Long Mars Mission Simulation SpaceX takes flight with $8M expansion of Central Texas facility Star Trek is officially coming to lego watch announcement teaser Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Wei from Yummy Century Stocks for a follow-up on EchoStar/Sats. They analyze the surprise $23 billion spectrum deal with AT&T, what it means for the rest of the spectrum portfolio, and whether liquidation or a new satellite venture is next. The discussion touches on cable's strategic options, risks of regulatory interference, and shifting dynamics in fixed wireless and spectrum valuation. They also explore ongoing broadcaster M&A and close with a candid conversation on value investing psychology, bagholding, and lessons from QVC.First SATS podcast (episode 322): https://www.yetanothervalueblog.com/p/yummy-century-eggs-guowei-zhang-on?r=a7n3&utm_campaign=post&utm_medium=web___________________________________________________________[00:00:00] Intro, guest, EchoStar background[00:03:38] AT&T spectrum deal overview[00:06:36] AT&T overpaying and implications[00:09:11] Fixed wireless reshapes landscape[00:14:07] Cable's possible DISH spectrum move[00:20:12] Why EchoStar shuts down network[00:23:31] Spectrum value and liquidation path[00:31:27] DOJ vs. FCC spectrum concerns[00:38:53] Broadcaster M&A wave begins[00:48:48] Affiliate value vs. disruption[00:52:38] Bagholding and QVC psychology[00:59:05] Closing thoughts and wrap-upLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
US equities were higher in uneventful Monday trading, with the Dow Jones, S&P500, and Nasdaq finishing up 25bps, 21bps, and 45bps respectively. Upside was limited and trading very rangebound, though the Nasdaq still set a fresh record close. Data from the NY Fed showed 1-year inflation expectations up 10bps m/m to 3.2%; noted job replacement/rehiring optimism lowest since June of 2013. Echostar finished up nearly 20% on a deal to sell AWS-4 and H-block spectrum licenses to SpaceX for around $17B in cash and stock.
SpaceX will pay $17 billion to use EchoStar's (SATS) spectrum services. The company jumped to all-time highs on the announcement. George Tsilis says the purchase shows how the "race for spectrum" is speeding up and what it means for telecommunications as a whole. George notes the possibility of a "Street overreaction" in Monday's sell-off but believes headwinds will shape up for companies seeking similar ventures.======== 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
This is the daily Tech and Business Report. Today, KCBS Radio anchor Holly Quan spoke with Bloomberg's Kelcee Griffis. Space X has reached a deal to acquire wireless spectrum from Echo Star for about 17 billion dollars.
Je kent Project Beethoven nog wel. Het Rijk en de regio staken vorig jaar samen 2.5 miljard in onderwijs en infrastructuur om chiptrots ASML in Nederland te houden. ASML klaagde namelijk over het Nederlandse vestigingsklimaat en dreigde met vertrek naar Frankrijk, dat met industriepolitiek grote bedrijven wilde lokken. Maar waar het hart vol van zit, loopt de portefeuille van over. ASML kan niet stoppen met zijn Franse flirt. Het steekt even 1.3 miljard euro in het Franse AI-bedrijf Mistral. Wat betekent dat voor beide bedrijven? Wat krijgt ASML ervoor terug? En: is Mistral eigenlijk wel een partner van formaat? Verder herinnert u zich ook nog wel de Europese schuldencrisis. "Whatever it takes", zei ECB-baas Mario Draghi toen Griekenland, Italië, Spanje en andere Zuid-Europese landen hun broek amper nog op konden houden en de Euro uit elkaar dreigde te spatten. Dat is nu wel anders. De zuiderlingen lopen de Duitsers lachend voorbij op de beurs. Toch moet je tussen al die omhoog geschoten banken goed opletten wat je koopt. Tot slot bespreken we een stortvloed aan beursgangen in de VS. De dealmakers op Wall Street zitten te watertanden: ein-de-lijk weer dikke fees verdienen aan IPO's van datacenters, cybersecurity en... concertkaartjes? We vragen gast Jean-Paul van Oudheusden van eToro en Markets are Everywhere of hij er nog wat moois tussen ziet.See omnystudio.com/listener for privacy information.
Our feature guest this week is Jason Hayes, President of Colorado CSA, interviewed by Frank Victory. News from Elitch Gardens, Xcel, EchoStar, Palantir, DaVita, Swimlane and a lot more! Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: New Colorado area code rolls out for dozens of counties After years of doubt, Elitch Gardens may stick around for a while Space Case: Donald Trump's Rocky Relationship With Colorado Xcel says it needs to spend $22 billion to keep up with potential demand from Colorado data centers by 2040 Englewood-based EchoStar gives up wireless network independence for enough cash to survive Palantir is Colorado's highest-valued company — and at center of controversy — five years after move to Denver How They Got In — DaVita Inc. Colorado Adds AI-Generated Deepfakes to Revenge Porn, Child Exploitation Laws Colorado Delays AI Act Compliance: What Lawyers and Business Leaders Need to Know When the Government Can See Everything: How Palantir Is Mapping the Nation's Data Swimlane Announces Strategic Leadership Appointments to Accelerate Push to Agentic AI Security Operations Upcoming Events: Check out the full calendar Denver CSA - CCZT - Study Group - Session 2 (Virtual) - 9/10 ISSA Denver - September Chapter Meeting - 9/10 Denver CSA - Beyond Patching - Prioritizing Cloud Workload Risk with Exposure Management - 9/16 Denver OWASP - Why you should hack your own APIs - 9/17 ISACA Denver - Full Day! September Chapter Meeting - 9/18 ISSA Pikes Peak - Chapter Meeting - 9/24 Deciphering human behavior to Get Security Done (GSD): Understanding yourself and others to win at security - 9/25 ISACA Denver - ISACA CommunITy Day 2025 - 10/4 ISSA Denver - Denver ISSA Chapter Meeting at Secure World: How I Got Caught: A Deep Dive Into a 800K Fraud - 10/9 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0
Light Reading's Jeff Baumgartner joins the podcast to discuss AT&T's decision to scoop up a swath of EchoStar's low- and mid-band spectrum for $23 billion, what this means for the broader telecom industry and what to expect next. Hosted on Acast. See acast.com/privacy for more information.
AT&T acquires spectrum from EchoStar, Google gets more restrictive on installing apps, and Awe is about to drop. How to Contact us: How to Listen:
In this episode, Scott Becker covers 16 business and market updates, including NVIDIA earnings, Eli Lilly's weight loss pill, EchoStar's deal with AT&T, and more.
Carl Quintanilla, Jim Cramer and David Faber led off the show with what to expect from Nvidia when the world's most valuable company releases its quarterly results after Wednesday's close of trading. According to CNBC sources, Fed governor Lisa Cook could file a lawsuit to overturn her firing by President Trump as soon as today in federal court. Also in focus: MongoDB and Kohl's among the stocks soaring on earnings news, shares of EchoStar double after its $23 billion spectrum deal with AT&T this week, President Trump hits India with 50% tariffs, NFL star Travis Kelce launches his new American Eagle Outfitters clothing line after his engagement to Taylor Swift. Squawk on the Street Disclaimer
Plus: Aerospace telecom-equipment maker Filtronic signs its largest deal with Elon Musk's SpaceX. And AT&T agrees to buy spectrum licenses from EchoStar for $23 billion in cash. Anthony Bansie hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about the White House taking its attacks on the Fed to an unprecedented level. President Trump said he fired Fed Governor Lisa Cook amid mortgage fraud allegations, but Cook responded by saying Trump has no authority to remove her and that she is not resigning. What might it all mean for Fed independence and the markets? Also in focus: What Commerce Secretary Lutnick told CNBC about the U.S. government potentially taking stakes in defense contractors, EchoStar soars on its $23 billion spectrum deal with AT&T, Eli Lilly obesity pill trial results, Nvidia earnings one day away.Squawk on the Street Disclaimer
AT&T (T) secured a deal worth $23 billion with EchoStar (SATS) to buy spectrum licenses from the company. Eli Lilly (LLY) tacked on billions of dollars in market share after its experimental weight loss pill showed promise in its latest trial results. Three analysts dressed up Ulta Beauty (ULTA) price targets as they see a bounce back in the company. Diane King Hall discusses what's driving the biggest market moves Tuesday morning.======== 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