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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.
In this episode of the Digital Signage Today podcast guest Mike Tippets shares insight on digital signage trends and innovations given his longtime tenure in the industry.Tippets is vice president of the enterprise division at Hughes, an EchoStar company. Prior to joining Hughes in 2008, he was president of Helius, LLC, a start-up digital signage company that he led through acquisition by Hughes.At Hughes Tippets leads the company's corporate communications, corporate marketing and enterprise division marketing. He oversees teams responsible for public relations, thought leadership, branding, and messaging for the company and its Hughes, HughesNet and EchoStar brands globally. Additionally, Tippets and his team drive the marketing of managed services and digital signage solutions for distributed enterprises, including national and multinational retail, grocery, restaurant, financial and retail petroleum/c-store chains.
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
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 first episode of our series, we hear more on this topic from Germán Otálora, Director of Microsoft's Airband Program for Latin America. Germán Otálora is the Director of Microsoft's Airband Program for Latin America, a role in which he dedicates most of his time to building partnerships between the public and private sectors, NGOs, and academia to bring purposeful connectivity to underserved rural communities across the region. He joined Microsoft in 2015 after a successful career in consulting, working for multinational firms such as PwC, where he led a team of over 30 consultants. As an avid traveler, Germán is well-acquainted with the economic and social realities of rural Latin America and has received several awards and recognitions for his hard work and dedication to connecting the unconnected. Germán holds a degree in Industrial Design (2001) and an MBA (2015) from Universidad de Los Andes. He currently lives in Bogotá, Colombia, with his wife, two children, and their Boston Terrier named Lupita.
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
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
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
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
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.
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.
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.
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
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.
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.
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.
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
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.
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
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.
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
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.