Podcasts about EchoStar

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  • 120EPISODES
  • 29mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Sep 13, 2025LATEST

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Best podcasts about EchoStar

Latest podcast episodes about EchoStar

The John Batchelor Show
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 fli

The John Batchelor Show

Play Episode Listen Later Sep 13, 2025 9:35


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

The John Batchelor Show
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 10t

The John Batchelor Show

Play Episode Listen Later Sep 13, 2025 10:05


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

The John Batchelor Show
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..

The John Batchelor Show

Play Episode Listen Later Sep 13, 2025 10:37


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.

Software Defined Talk
Episode 537: YOLO acquisitions

Software Defined Talk

Play Episode Listen Later Sep 12, 2025 66:18


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)

Main Engine Cut Off
T+309: EchoStar's Spectrum Sale, Starlink's Financials (with Caleb Henry, Director of Research at Quilty Space)

Main Engine Cut Off

Play Episode Listen Later Sep 11, 2025 43:01


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

Doppelgänger Tech Talk
Off-Balance-Sheet-Finanzierung & Robotaxis in München #491

Doppelgänger Tech Talk

Play Episode Listen Later Sep 10, 2025 70:19


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

TechCrunch Startups – Spoken Edition
Why SpaceX made a $17B bet on the direct-to-cell market, also Ramp says it has hit $1B in annualized revenue

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Sep 10, 2025 7:09


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

WSJ Tech News Briefing
TNB Tech Minute: Apple Unveils ‘iPhone Air'

WSJ Tech News Briefing

Play Episode Listen Later Sep 9, 2025 2:53


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

ai apple iphone echostar julie chang tech minute
Bloomberg News Now
August 8, 2025: Murdoch Succession Fight is Over, EchoStar FCC Probe Ends, More

Bloomberg News Now

Play Episode Listen Later Sep 9, 2025 4:15 Transcription Available


Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

CNBC’s “Money Movers”
AT&T CEO on iPhone Refresh Cycle, White House Responds to BLS Data Revision, Barclays CEO's Economic Outlook 9/9/25

CNBC’s “Money Movers”

Play Episode Listen Later Sep 9, 2025 43:02


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.

Alles auf Aktien
Nvidia oder Broadcom und die Underdogs der Gold-Rallye

Alles auf Aktien

Play Episode Listen Later Sep 9, 2025 23:14


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

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Miniso nächstes Pop Mart?” - SpaceX-Aktien, BioNTech-Enttäuschung & MIPS-Helme

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Sep 9, 2025 13:38


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.

Trends Podcast
Beursupdate dinsdag 09/09/25 met Danny Reweghs

Trends Podcast

Play Episode Listen Later Sep 9, 2025 8:03


Chipmachinefabrikant ASML investeert 1,3 miljard euro in de Franse AI-belofte Mistral en zet daarmee een grote stap in de Europese AI-race. En SpaceX neemt de mobiele breedbandfrequenties over van telecombedrijf EchoStar voor een forse 17 miljard dollar. Danny Reweghs vertelt er ons meer over. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht. 

Squawk on the Street
White House vs. the Fed, Nvidia's Stock Slump, EchoStar Soars on $17B SpaceX Deal 9/8/25

Squawk on the Street

Play Episode Listen Later Sep 8, 2025 43:11


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

Pratt on Texas
Episode 3808: Illogic surrounds 2nd Amendment opinion | Texas space business news | More DEI at A&M exposed – Pratt on Texas 9/8/2025

Pratt on Texas

Play Episode Listen Later Sep 8, 2025 44:28


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

T-Minus Space Daily
To boldly regulate (space) where none have gone before.

T-Minus Space Daily

Play Episode Listen Later Sep 8, 2025 26:16


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

Yet Another Value Podcast
Yummy Century Egg's Guowei Zhang Echostar follow up $SATS

Yet Another Value Podcast

Play Episode Listen Later Sep 8, 2025 60:06


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

FactSet Evening Market Recap
Evening Market Recap - Monday, 8-Sep

FactSet Evening Market Recap

Play Episode Listen Later Sep 8, 2025 4:50


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.

TD Ameritrade Network
'Race for Spectrum:' SpaceX's $17B SATS Deal Shakes Telecom Industry

TD Ameritrade Network

Play Episode Listen Later Sep 8, 2025 5:22


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

Emily Chang’s Tech Briefing
SpaceX and EchoStar to begin partnership

Emily Chang’s Tech Briefing

Play Episode Listen Later Sep 8, 2025 4:40


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.

Beurswatch | BNR
Bonjour! ASML flirt wéér met Frankrijk.

Beurswatch | BNR

Play Episode Listen Later Sep 8, 2025 21:38


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.

The Week with Roger
This Week: Echostar's Spectrum Sale and the Road Forward

The Week with Roger

Play Episode Listen Later Sep 8, 2025 11:29


Analysts Don Kellogg and Roger Entner discuss the pending sale of EchoStar's spectrum assets, who stands to benefit, and the role of regulators in shaping the market.*Note: This episode was recorded 9/5/2025 before the SpaceX acquisition of EchoStar's spectrum assets on 9/8/2025.00:00 Episode intro 00:25 The sale of AWS-4 02:03 Who will buy AWS-3 and 700 MHz? 03:54 Dish's path forward depends on regulators 05:30 Fourth-largest operators traditionally struggle 07:54 MMOs vs. MVNOs 08:39 A failing venture can be a success 10:28 Will spectrum go to good use? 10:49 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Dish, EchoStar, AT&T, AWS-4, Elon Musk, Charlie Ergen, Starlink, FCC, AWS-3, 700 MHz, Verizon, spectrum, T-Mobile, satellite, MVNO, Peter Adderton, Rakuten, network, MMO

Tech Update | BNR
Google opnieuw aangeklaagd om monopoliepositie op advertentiemarkt

Tech Update | BNR

Play Episode Listen Later Sep 8, 2025 4:41


Google is opnieuw aangeklaagd door een online advertentieplatform dat beweert geschaadt te worden door Googles monopoliepositie op de online advertentiemarkt. PubMatic, zoals het advertentieplatform heet dat onder andere voor reclames op X zorgt, eist miljarden dollars. Eerder werd Google ook al aangeklaagd door OpenX, een ander advertentieplatform dat ook beweert geschaadt te worden. Niels Kooloos vertelt erover in deze Tech Update. De eis van PubMatic komt in dezelfde maand waarin Google te horen gaat krijgen of het de advertentietak gedwongen moet verkopen. De verwachte uitspraak moet een einde maken aan de marktmacht van het bedrijf, dat in april werd bestempeld als monopolist op de online advertentiemarkt door de Amerikaanse rechter. Vorig jaar werd Google ook al bestempeld als monopolist op de online zoekmarkt door een andere rechter. De oplossing daarvoor is vorige week aangekondigd en luidt dat Google gegevens moet gaan delen met de concurrentie. Eerder werd verwacht dat Google zijn webbrowser Chrome gedwongen moest verkopen, maar die maatregel bleek toch niet proportioneel. Verder in deze Tech Update: SpaceX koopt frequentievergunningen van telecombedrijf EchoStar om het Starlink-netwerk uit te breiden De Duitse tak van Vodafone experimenteert met een volledig door AI-gegenereerde advertentie op onder andere TikTok See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Bonjour! ASML flirt wéér met Frankrijk.

AEX Factor | BNR

Play Episode Listen Later Sep 8, 2025 21:38


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.

SpaceNews First Up Daily Headlines Audio
EchoStar sells satellite spectrum to SpaceX for $17 billion

SpaceNews First Up Daily Headlines Audio

Play Episode Listen Later Sep 8, 2025 10:29


Colorado = Security Podcast
278 - 9/8 - Jason Hayes, President of Colorado CSA

Colorado = Security Podcast

Play Episode Listen Later Sep 7, 2025 88:38


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 Podcasts
What's the Story? AT&T's $23B EchoStar spectrum splurge

Light Reading Podcasts

Play Episode Listen Later Sep 3, 2025 19:31


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.

Telecoms.com Podcast
EchoStar, Huawei and UK vs US

Telecoms.com Podcast

Play Episode Listen Later Sep 1, 2025 126:53


One more summer bonus episode that will also be the last for two weeks as, ironically, Iain and Scott are off on their travels. The main focus this week is the $23 billion sale of spectrum by US telco EchoStar to its larger rival AT&T. The move begs all sorts of related questions, which the lads have a proper dig into. They eventually move on to Iain's recent reporting on Huawei and its persistent presence in Europe, before concluding with some of Scott's coverage of the UK's attempts to police the internet, which are increasingly upsetting the US.

The Cell Phone Junkie
The Cell Phone Junkie Show #1003

The Cell Phone Junkie

Play Episode Listen Later Aug 31, 2025 30:20


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:

Becker Group C-Suite Reports Business of Private Equity
16 Stories We Are Following Today 8-27-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Aug 27, 2025 3:48


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.

Squawk on the Street
Nvidia Earnings Countdown, Pres. Trump vs. Fed's Cook, Soaring Stocks 8/27/25

Squawk on the Street

Play Episode Listen Later Aug 27, 2025 43:01


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

Becker Group Business Strategy 15 Minute Podcast
16 Stories We Are Following Today 8-27-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Aug 27, 2025 3:48


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.

Alles auf Aktien
Frankreich-Schock für Banken und Coca-Colas neue Deutschlandliebe

Alles auf Aktien

Play Episode Listen Later Aug 27, 2025 19:31


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Swiftie-Push für Ralph Lauren, gute Nachrichten von Eli Lillys Abnehmpille und das bange Warten auf die Nvidia-Zahlen. Außerdem geht es um Novo Nordisk, AT&T, EchoStar, MongoDB, Okta, BASF, Commerzbank, BNP Paribas, Socitété Générale, Crédit Agricole, Axa, Procter&Gamble, SPDR MSCI Europe Consumer Staples ETF (WKN: A1191N), Nestlé, Unilever, L'Oreal, Anheuser Busch InBev, Amundi STOXX Europe 600 Consumer Staples ETF (WKN: LYX02J) und iShares MSCI EU Consumer Staples ETF (WKN: A2QBZ2). 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 an Feedback über 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

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Heico-Chance bei Lufthansa” - Trump feuert, Eli Lilly steigt & Parker Hannifin

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Aug 27, 2025 13:58


Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen.  Trump mag keine Cracker-Barrel-Veränderung und will FED-Gouverneurin feuern. Darf er so? Frankreichs Regierung steht vor dem aus und zieht die Märkte runter. Mercedes verkauft Nissan. EssilorLuxottica kauft Nikon. Echostar steigt 70%. Eli Lilly hat Pille. Parker Hannifin (WKN: 855950) kennt fast keiner, ist aber 100 Mrd. $ schwer und stellt wichtige Bauteile her, ohne die moderne Fabriken und Flugzeuge stillstehen würden. Lufthansa (WKN: 823212) gehören 20% an der boomenden Flugzeugsparte von Heico (WKN: 889997). Und hat auch noch andere Asse im Ärmel. Diesen Podcast vom 27.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

SpaceNews First Up Daily Headlines Audio
EchoStar's giant spectrum deal with AT&T

SpaceNews First Up Daily Headlines Audio

Play Episode Listen Later Aug 27, 2025 8:02


WSJ Tech News Briefing
TNB Tech Minute: Trump Threatens New Tariffs on Countries Taxing Tech Companies

WSJ Tech News Briefing

Play Episode Listen Later Aug 26, 2025 2:06


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

Squawk on the Street
Trump-Cook Firing Showdown and the Fed, Lutnick on Defense Stakes, AT&T-EchoStar $23B Spectrum deal 8/26/25

Squawk on the Street

Play Episode Listen Later Aug 26, 2025 42:52


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

TD Ameritrade Network
LLY Weight Loss Drug Momentum, AT&T's (T) $23B EchoStar Licenses, ULTA Price Target Hikes

TD Ameritrade Network

Play Episode Listen Later Aug 26, 2025 7:38


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

Beurswatch | BNR
Niet MAGA, maar Marxist: Kameraad Trump zit achter je aandelen aan

Beurswatch | BNR

Play Episode Listen Later Aug 26, 2025 22:11


Het was me het Trump-dagje weer wel. De president dreigt de EU én China met heffingen, hij wil nog meer aandelen in Amerikaanse beursbedrijven opeisen en als klap op de vuurpijl ontslaat hij een bestuurder van de Fed.Haar naam is Lisa Cook. Ze wordt door het Amerikaanse ministerie van Justitie onderzocht, maar dat onderzoek wacht Trump niet af. Hij wil haar weg. Ongekend. Nog nooit, in meer dan een eeuw, ontsloeg een president een bestuurder bij de Fed.Deze aflevering onderzoeken we wat zo'n ontslag betekent voor de economie en de beurs (en dus voor jou). Mocht Trump haar namelijk wegkrijgen, dan heeft 'ie 4 van de 7 Fed-gouverneurs in zijn invloedsfeer. Iets dat het rentebesluit behoorlijk kan sturen. Dan hebben we het ook over een beursgang van Klarna. Die is meerdere keren uitgesteld, maar volgens persbureau Reuters gaat het volgende maand dan echt gebeuren. De vraag is wat Klarna waard is, want de potentiële beurswaarde holt elke dag achteruit... Verder hoor je meer over de politieke chaos in Frankrijk. Als je dacht dat het erg was in ons land, dan moet je vooral kijken naar de Fransen. Het heeft nu zelfs invloed op de beurs en dan met name op de financials. Die gingen hard onderuit.En het gaat over een bijna communistische actie. Niet alleen Intel, maar ook defensiebedrijven moeten er aan geloven. De Amerikaanse overheid wil een deel van hun bedrijf hebben!See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Niet MAGA, maar Marxist: Kameraad Trump zit achter je aandelen aan

AEX Factor | BNR

Play Episode Listen Later Aug 26, 2025 22:11


Het was me het Trump-dagje weer wel. De president dreigt de EU én China met heffingen, hij wil nog meer aandelen in Amerikaanse beursbedrijven opeisen en als klap op de vuurpijl ontslaat hij een bestuurder van de Fed.Haar naam is Lisa Cook. Ze wordt door het Amerikaanse ministerie van Justitie onderzocht, maar dat onderzoek wacht Trump niet af. Hij wil haar weg. Ongekend. Nog nooit, in meer dan een eeuw, ontsloeg een president een bestuurder bij de Fed.Deze aflevering onderzoeken we wat zo'n ontslag betekent voor de economie en de beurs (en dus voor jou). Mocht Trump haar namelijk wegkrijgen, dan heeft 'ie 4 van de 7 Fed-gouverneurs in zijn invloedsfeer. Iets dat het rentebesluit behoorlijk kan sturen. Dan hebben we het ook over een beursgang van Klarna. Die is meerdere keren uitgesteld, maar volgens persbureau Reuters gaat het volgende maand dan echt gebeuren. De vraag is wat Klarna waard is, want de potentiële beurswaarde holt elke dag achteruit... Verder hoor je meer over de politieke chaos in Frankrijk. Als je dacht dat het erg was in ons land, dan moet je vooral kijken naar de Fransen. Het heeft nu zelfs invloed op de beurs en dan met name op de financials. Die gingen hard onderuit.En het gaat over een bijna communistische actie. Niet alleen Intel, maar ook defensiebedrijven moeten er aan geloven. De Amerikaanse overheid wil een deel van hun bedrijf hebben!See omnystudio.com/listener for privacy information.

The Dan Rayburn Podcast
Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon

The Dan Rayburn Podcast

Play Episode Listen Later Aug 3, 2025 32:59


This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 billion this year, driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN's deal with the NHL.Podcast produced by Security Halt Media

T-Minus Space Daily
NASA SpaceX Crew11 heads to the ISS.

T-Minus Space Daily

Play Episode Listen Later Aug 1, 2025 25:17


NASA SpaceX Crew 11 are heading to the International Space Station (ISS). Echostar has selected MDA Space as the prime contractor for a direct-to-device (D2D) satellite constellation. ispace has entered into an agreement with Bridgestone Corporation to advance the application of their tires for lunar rovers, 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 We are joined by NASASpaceflight.com with the Space Traffic Report. Selected Reading SpaceX - Crew-11 Mission Roscosmos chief says he, acting NASA head agree to continue using ISS until 2028 - Science & Space - TASS MDA Space Selected By Echostar For World's First Open Ran D2D LEO Constellation ispace and Bridgestone Sign Agreement to Develop Tires for Small-to-Medium-Sized Lunar Rovers Milestone sensor upgrade enhances U.S. Space Force identifying, tracking capability NASA Invites Proposals to Lease Aircraft Hangar in Cleveland New Shepard's Crewed NS-34 Mission Targets Liftoff on August 3- Blue Origin Rocket Lab Schedules Fifth Electron Mission for Constellation Operator iQPS 'The Smithsonian Institution owns the Discovery.' Museum resists Trump's 'Big Beautiful Bill' plan to move space shuttle to Houston T-Minus Crew Survey Complete our annual audience survey before August 31. 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

The Design Vault
TiVo: The DVR That Invented the Future (But Couldn't Own It)

The Design Vault

Play Episode Listen Later Jul 29, 2025 46:11 Transcription Available


Episode Overview In this episode of The Design Vault, hosts Albert Shum and Thamer Abanami explore the revolutionary TiVo digital video recorder, a product so transformative it became a verb, yet ultimately couldn't capitalize on the future it created. From the moment TiVo demonstrated pausing live TV at CES 1999, leaving journalists bewildered by this "magic trick," to its eventual relegation as a feature in cable boxes, TiVo's story exemplifies the classic innovator's dilemma. This episode reveals how two Silicon Graphics engineers created the first truly intuitive TV interface, pioneered recommendation algorithms, and invented binge-watching culture, only to watch cable companies commoditize their revolution with inferior but "barely good enough" alternatives. Episode Length: 46:19 Original Air Date: July 29, 2025 Hosts: Albert Shum, Thamer Abanami Key Segments & Timestamps The Pre-TiVo Dark Ages (00:04:27 - 00:06:41) The tyranny of appointment television and TV Guide magazines VCRs: The engineering nightmare requiring "post-doc degree" to program Missing shows meant waiting for syndication reruns The anti-design philosophy of consumer electronics Pattern of Japanese hardware companies struggling with software integration The perfect storm for disruption in an entrenched industry The Unlikely Revolutionaries (00:07:49 - 00:10:14) Mike Ramsey and Jim Barton: Engineers at Silicon Graphics Both laid off on the same day in 1997 Ramsey's Nintendo 64 architecture background Barton's radical philosophy: "Technology should be invisible" Original company name: Teleworld Initial vision: Home network computer for email, web, and TV The crucial pivot to focus solely on "fixing TV" The Technical Breakthroughs (00:10:14 - 00:14:45) Time-shifting vs. time-traveling: Making the impossible possible Hard drives in consumer devices: Revolutionary for 1998 Real-time MPEG-2 compression on the fly The genius of the phone line connection for guide data 14-day program guide with full metadata Linux-based system hidden behind appliance simplicity Constant recording buffer: The secret to pausing live TV The Peanut Remote Revolution (00:16:16 - 00:21:09) Collaboration with IDEO for ergonomic design Kidney-shaped form factor for natural hand fit Rubberized texture and balanced weight distribution Giant play/pause button as centerpiece Revolutionary thumbs up/thumbs down buttons Color-coded interface with playful audio cues Progressive disclosure: Hiding complexity behind simplicity Five-minute learning curve vs. VCR manuals The Recommendation Engine Pioneer (00:25:12 - 00:27:05) First consumer product with predictive algorithms Thumbs up/down creating personalized profiles Anonymous data aggregation across users Filling empty drive space with predicted content The birth of algorithmic content curation Foreshadowing modern streaming recommendations Behavioral Revolution: The End of Appointment TV (00:28:24 - 00:30:42) Liberation from network scheduling tyranny Birth of binge-watching culture Season Pass: Automating series recording The unintended consequences of time control Changing social dynamics around TV viewing From shared cultural moments to personalized experiences The Commercial Skip Controversy (00:30:42 - 00:33:15) Fast-forward through commercials: Industry panic Replay TV's automatic commercial skip and lawsuit TiVo's careful balance: Manual skip only Time Warner's advertising boycott Patent wars with EchoStar and Dish Network $500 million settlement vindication The beginning of the licensing company pivot The Platform Squeeze (00:33:23 - 00:38:11) Cable companies as both partners and competitors The bundling advantage: "Free" DVR with cable box Distribution trumps design quality Good enough beats better when it's bundled The frenemy relationship trap Why paying extra for TiVo became a hard sell Loyal users vs. mass market adoption The Innovator's Dilemma Crystallized (00:36:04 - 00:39:17) TiVo as the purest example of Christensen's theory Educating the market for competitors to harvest Fighting legal battles that benefited everyone Establishing UI conventions copied industry-wide Premium features few would pay extra for The brutal reality of seeing it coming but being powerless Modern Parallels and Lasting Impact (00:41:59 - 00:45:56) Netflix, YouTube TV, Hulu: All running TiVo's playbook The DNA in every streaming interface today Design matters more than technology specs Business model innovation as crucial as product innovation Platform dynamics in content industries The Peloton parallel: Great product, platform challenges Why being revolutionary isn't always enough Connect With The Design Vault The Design Vault explores iconic products from the innovation-rich 1970s-early 2000s, extracting strategic insights for today's designers, engineers, and business leaders. Each episode combines nostalgic storytelling with actionable lessons for modern product development. Subscribe: Available on all major podcast platforms including Spotify, Apple, and more Follow us: Instagram: @thedesignvaultpodcast, LinkedIn: Thamer Abanami, Albert Shum We'd love to hear your thoughts, episode ideas and feedback via the links above. Credits Hosts: Albert Shum and Thamer Abanami Editor: Rachel James Intro Music: Red Lips Media LLC Brand Design: Rafael Poloni  

The Week with Roger
This Week: MobileX & Boost - Golden Hand Shackles or a Golden Opportunity?

The Week with Roger

Play Episode Listen Later Jul 21, 2025 13:08


Analysts Don Kellogg and Roger Entner discuss troubles at Boost and how the big personalities at EchoStar might deal with them, plus news about Recon Analytics' device data collection and future projects.00:24 Boost is in trouble 03:22 Funding and vision are needed 05:54 Don's new articles on Trump Mobile and foldable devices 07:26 Recon's advanced device data to be released 11:25 Additional announcements and plans 12:11 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Boost, Charlie Ergen, Peter Adderton, Dish, EchoStar, Verizon, MVNO, Light Reading, Trump Mobile, foldable, devices

Astronomy Daily - The Podcast
Daytime Fireball Frenzy, Little Dipper Secrets, and Lunar Construction Innovations

Astronomy Daily - The Podcast

Play Episode Listen Later Jun 30, 2025 33:29 Transcription Available


Highlights:- Spectacular Daytime Fireball: On June 26th, a brilliant fireball illuminated the southeastern US before exploding near Atlanta, Georgia. We discuss the details of this cosmic event, including eyewitness accounts and the impressive impact energy that rattled windows across the region. Meteorite hunters quickly descended on the area, looking for fragments of this rare occurrence.- Axiom Mission 4 Launch: The podcast covers the successful docking of the Axiom Mission 4 spacecraft to the International Space Station, marking another milestone in private space exploration. We highlight the diverse crew and their upcoming research and outreach activities during their two-week stay in orbit.- The Little Dipper Exploration: Discover the secrets of the Little Dipper, including its dim stars and the significance of Polaris, the North Star. We delve into its historical navigation importance and how light pollution affects visibility for stargazers.- Lunar Construction Innovations: With NASA's Artemis program aiming for lunar exploration, we explore new research on using lunar regolith for constructing habitats on the Moon. This innovative approach leverages light-based sintering technology, potentially revolutionizing how we build in space.- Advances in Solar Observations: Researchers have developed coronal adaptive optics, providing unprecedented clarity of the Sun's corona. We discuss the implications of these new images for understanding solar phenomena and the technology's potential for future solar studies.For more cosmic updates, visit our website at astronomydaily.io. Join our community on social media by searching for #AstroDailyPod on Facebook, X, YouTube Music Music, TikTok, and our new Instagram account! Don't forget to subscribe to the podcast on Apple Podcasts, Spotify, iHeartRadio, or wherever you get your podcasts.Thank you for tuning in. This is Steve signing off. Until next time, keep looking up and stay curious about the wonders of our universe.✍️ Episode ReferencesDaytime Fireball Reports[American Meteor Society](https://www.amsmeteors.org/)Axiom Mission 4 Details[Axiom Space](https://www.axiomspace.com/)Little Dipper Information[NASA](https://www.nasa.gov/)Lunar Construction Research[University of Arkansas](https://www.uark.edu/)Coronal Adaptive Optics Study[Nature Astronomy](https://www.nature.com/natureastronomy/)Astronomy Daily[Astronomy Daily](http://www.astronomydaily.io/)Become a supporter of this podcast: https://www.spreaker.com/podcast/astronomy-daily-space-news-updates--5648921/support.

The G2 on 5G Podcast by Moor Insights & Strategy
The G2 on 5G: HPE's Private 5G Push, 3GPP Release 20, T-Mobile's Satellite Launch, AST's Defense Demo, EchoStar's Debt Dance, and 6G's AI Future

The G2 on 5G Podcast by Moor Insights & Strategy

Play Episode Listen Later Jun 28, 2025 20:51


Welcome and Introduction- Will Townsend hosts episode 229 of GTO and 5G podcast- Anshel Sag joins as fellow analystHPE Aruba Networking's Private 5G Partner Program- HPE's acquisition of Athonet and turnkey private 5G solution- New competency program to train channel partners on cellular technology- Focus on operational technology environments3GPP Release 20 and the Path to 6G- Release 20 as a primer for 6G's first release (Release 21)- Key improvements: wireless AI, coverage, mobility, MIMO evolutions- Setting the stage for 6G technical study itemsT-Mobile's T Satellite Launch- Commercial availability set for July 23rd- Initial support for SMS, MMS, and short audio clips- Data service launch planned for October 1st- Free emergency 911 for all compatible devicesAST Space Mobile's Defense Communications Proof of Concept- Collaboration with Fairwinds Technologies- Field test including tactical assault kit connectivity and secure video calls- Demonstration of military applications for satellite-to-phone technologyEchoStar's Financial Maneuvers- $500 million debt interest payment made- 30-day grace period elected for July 1 payment- Ongoing "high-stakes game of chicken" with regulatorsCloudflare and Spectrum Discussions- Concerns about EchoStar's spectrum usage- Potential influence of political factors on regulatory decisions

Yet Another Value Podcast
Yummy Century Egg's Guowei Zhang on Echostar $SATS

Yet Another Value Podcast

Play Episode Listen Later Jun 24, 2025 71:15


In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company's complex structure, diving deep into its failing satellite and pay TV segments, and the potential trapped value in its wireless spectrum assets. The conversation unpacks regulatory drama with the FCC, speculation around a Trump Mobile tie-in, and the looming potential for bankruptcy. With both long and short positions from top investors and a potential valuation ranging from zero to $100+ per share, this is one of the market's most fascinating distressed plays.____________________________________________________[00:00:00] Andrew introduces EchoStar and guest[00:02:54] Overview of EchoStar's three business units[00:06:54] Wireless network specs and performance issues[00:11:36] Realistic market challenges and consumer view[00:17:08] Valuation estimate for SATS spectrum[00:19:42] Pushback on spectrum market and caps[00:22:58] Changing spectrum demand and infrastructure[00:24:45] Three core SATS spectrum bands[00:25:32] AWS-3 and AWS-4 deep dive[00:29:47] FCC's current investigation and history[00:34:00] Simington's resignation and FCC politics[00:35:02] Trump intervenes, Trump Mobile theory[00:39:19] Potential regulatory settlement outcomes[00:41:09] Market comps for spectrum valuation[00:44:39] Unique legal nature of spectrum assets[00:47:51] Why bankruptcy could benefit EchoStar[00:50:44] Impact of bankruptcy on FCC issues[00:53:21] Risks to spectrum ownership in court[00:54:52] Equity protection in bankruptcy scenario[00:57:42] Possible strategic paths and constraints[01:00:42] Equity thesis despite complex unlock path[01:04:12] Convert notes vs equity pre-bankruptcy[01:07:00] Market speculation and timing expectations[01:08:30] Bankruptcy analogs and comparison to GGP[01:09:34] Challenges to network scaling and valueLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

FactSet U.S. Daily Market Preview
Financial Market Preview - Tuesday 10-Jun

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jun 10, 2025 6:17


S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

The Vergecast
Previewing Apple's 2025 WWDC

The Vergecast

Play Episode Listen Later Jun 6, 2025 98:03


Developer conference season is almost over, but we've got one show left to see: Apple's WWDC begins on Monday. Nilay, David, and Joanna Stern spend time going through both what they expect to see at the show, and why this year's WWDC might feel a bit different than in years past. Apple is in a tricky place with regulators, developers, and users alike, and has some genuine explaining to do. After that, they talk about the launch of the Nintendo Switch 2, and David's surprisingly easy adventure to acquire one. We also have a bit of smart glasses and AI gadgets news to discuss, so we do that too. Then it's time for Brendan Carr is a Dummy, and an update on a couple of the interesting new fediverse projects launching this week. Further reading: Verge subscriptions are on sale 40 percent off American Society of Magazine Editors Announces National Magazine Awards 2025 Winners Apple ordered to keep web links in the App Store  Payment companies team up to help developers ditch App Store billing Apple could be adding camera controls and sleep detection to your AirPods Switch 2 launch: where to find restocks online and in-store  Look inside the Nintendo Switch 2 with the console's first teardown  Mario Kart World's designers had to rethink everything to make it open world  Nintendo is updating even more games for the Switch 2 Here's what's inside Meta's experimental new smart glasses  Meta's reportedly shopping for exclusive content on its upcoming VR headset  Meta reportedly sidelined ‘Quest 4' designs for a goggles-like mixed-reality headset  FCC investigation looms over EchoStar's missed interest payments and a new satellite  From Ars Technica: FCC Republican resigns, leaving agency with just two commissioners Jony Ive's OpenAI device gets the Laurene Powell Jobs nod of approval  ChatGPT's goal is to be a ‘super assistant' for every part of your life  Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Help us plan for the future of The Vergecast by filling out a brief survey: voxmedia.com/survey. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Vergecast
HBO's no good very bad rebrand

The Vergecast

Play Episode Listen Later May 16, 2025 117:21


Names are hard — but they don't have to be this hard. Nilay, David, and The Verge's Jake Kastrenakes start the show with some personal news, before digging into the monumentally silly thinking behind Warner Bros. Discovery re-re-naming its streaming service HBO Max. After that, and some more streaming news, we turn our attention to the gadget news of the week, including the long-awaited release of CarPlay Ultra and the latest announcements from the Android team at Google. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, some debate on the future of Airbnb, and a brief party speaker update. Because the mystery continues. Further reading: It's not Max, it's HBO Max  Max was an all-time bad rebrand How HBO's creatives survived corporate chaos ESPN's standalone streaming app launches this fall for $30 a month  Fox One streaming service will arrive just in time for football season  Netflix's ad tier is growing really fast — and that means more ads Netflix is bringing back Star Search as a live show YouTube will stream an opening week NFL game for free  Peacock's NBA coverage will add an overlay with live shot stats  Apple's CarPlay Ultra is finally here, if you have a new Aston Martin Apple's fancy new CarPlay will only work wirelessly Android 16 Material Three Expressive UI coming in beta this month  Google's splashy new Android UI is coming in beta this month.  It's Dieter! Warner Bros. is launching a cinematic universe for brands Here's How NBCU Is Integrating Brand Sponsors for SNL50 FCC threatens EchoStar licenses for spectrum that SpaceX wants to use Airbnb's new app has all of your vacation extras in one place Email us at vergecast@theverge.com or call us at 866-VERGE11, we love hearing from you. Learn more about your ad choices. Visit podcastchoices.com/adchoices