Podcasts about Foxconn

What if “reindustrialization” delivers fabs, data centers, and subsidies—but not the jobs? We sit down with Marxist geographer Phil Neel to unpack Hell World, a sweeping account of how deindustrialization, gigified services, and AI deskilling have rewired the global labor map. Drawing on years of on-the-ground research and a panoramic read of supply chains, Neel explains why factories employ far fewer people, why service work resists productivity gains, and how rents—especially real estate—shape cities and politics more than we admit.We follow the trail from Foxconn's peaks to muted booms in Vietnam and India, from “Chinese investment” myths in East Africa to the very real power of trade networks, wholesale warehouses, and e-commerce hubs. Along the way, Neel dismantles comforting periodizations—neoliberalism, monopoly capital, neo-feudalism—that blur structural continuities in accumulation. The state is growing, but not as a cure: military contracts, healthcare complexes, and subsidized tech now anchor a reindustrialization that largely bypasses wage earners.So where does strategy live? Neel argues for a Promethean, developmental communism that treats production and complexity as political terrain. That means credible plans for electrification, clean water, durable housing, and transit—paired with the organizational muscle to win space: assemblies, strike capacity, and the willingness to cross today's legal tripwires that have long neutralized labor. Electoral wins can blunt repression at the margins, but they won't substitute for power built in services, logistics, and the everyday circuits where value and control actually move.If your city's future looks like a shiny battery plant and an even larger rent bill, this conversation offers a sharper map. We trace commodities back to ports and smelters, expose the limits of jobless growth, and sketch a politics that aims higher than nostalgic compacts and faster than the next subsidy cycle. Listen, share with a friend, and tell us: where would you place power to make material gains possible today? Subscribe for more deep dives and leave a review to help others find the show.About Phil NeelPhil A. Neel is an author and researcher known for his "communist geography." Raised in the rural Siskiyou Mountains, his work is grounded in the material realities of the American hinterland and the global logistics industry. He is the author of Hinterland: America's New Landscape of Class and Conflict and Hellworld: The Human Species and the Planetary Factory.Send a text Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic,Julian

We're diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges. At the core of this tectonic shift lies the unbreakable bond between NVIDIA's vision and Taiwan's industrial mastery. From TSMC's cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan's engineering prowess.我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心，探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越，不僅是規格的升級，更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會，將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能，讓我們正式告別純粹的生成式 AI，步入具備複雜推理能力與物理感知的實體 AI 新紀元。 在這場科技風暴的中心，台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程，到矽光子技術與液冷散熱的關鍵突破，台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手，將矽、光與數據交織成改變世界的能量，帶你預見這場由台灣製造所支撐的全球運算革命。 Powered by Firstory Hosting

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/east-asian-studies

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/science-technology-and-society

How Taiwan rose to global prominence in high tech manufacturing, from computer maker to the world's leading chip manufacturer. How did Taiwan, a former Japanese colony and the last fortress of the defeated Chinese Nationalists, ascend to such heights in high-tech manufacturing? In Island Tinkerers: Innovation and Transformation in the Making of Taiwan's Computing Industry (MIT Press, 2024), Honghong Tinn tells the critical history of how hobbyists and enthusiasts in Taiwan, including engineers, technologists, technocrats, computer users, and engineers-turned-entrepreneurs, helped transform the country with their hands-on engagement with computers. Rather than engaging in wholesale imitation of US sources, she explains, these technologists tinkered with imported computing technology and experimented with manufacturing their own versions, resulting in their own brand of successful innovation. Defying the stereotype of “the West innovates, and the East imitates,” Tinn tells the story of Taiwanese technologists' efforts over the past six decades. Beginning in the 1960s, they grappled with the “black-boxed” computers that were newly available through international technical-aid programs. Shortly after, multinational corporations that outsourced transistor and integrated circuit assembly overseas began employing Taiwanese engineers and factory workers. Island tinkerers developed strategies to adapt, modify, assemble, and work with computers in an inventive manner. It was through this creative and ingenious tinkering with computers that they were able to gain a better understanding of the technology, opening the door to future manufacturing endeavors that now include Acer, Foxconn, Asus, and Taiwan Semiconductor Manufacturing Company (TSMC). Honghong Tinn is Assistant Professor in the Program in the History of Science, Technology, and Medicine and the Department of Electrical and Computer Engineering at the University of Minnesota, Twin Cities. Li-Ping Chen is a visiting scholar in the Department of East Asian Languages and Cultures at the University of Southern California. Her research interests include literary translingualism, diaspora, and nativism in Sinophone, inter-Asian, and transpacific contexts. Li-Ping's NBN episodes on Taiwan Studies are supported by the Chun and Jane Chiu Family Foundation Taiwan Studies Program at Oregon State University. Relevant Links: Open Access for Island Tinkerers here Island Tinkerers' Book Talk with Honghong Tinn here Chinese language translation of Island Tinkerers 科技造浪者: 一部奇蹟般的台灣科技產業史，揭開全球都想知道的人脈網絡 here Fly up with Love (1978) here “Labour and (De)Industrialisation in East Asia” in Gateway To Global China Podcast here Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/technology

We discuss how Democratic candidates for Governor are competing with each other to embrace the BadgerCare Public Option bill, which will soon be introduced in the state legislature. We are joined by Citizen Action's Healthcare Action Coordinator, Kristie Tweed, to discuss widespread public support for bold action on healthcare costs and coverage. Kristie tells us about town halls Citizen Action members are holding throughout the state and how you can get involved as we push for passage of BadgerCare Public Option. We expose the power flex by big business hacks at the Milwaukee Metropolitan Association of Commerce (MMAC) which has filed suit to block proposed Port Washington ordinance to give residents a vote on public subsidies in big economic development deals. The business lobby, which promoted Foxconn, has a history of challenging democratic decision making, believing big corporations have a right to our tax money. Trump doubles down on threats to seize control of state elections, as lackey Congressman Brian Steil introduces a shocking voter suppression bill that does the bidding of the would-be dictator in the White House. We discuss why Wisconsin will be ground zero for the attack on the 2026 election and what we can do about it. Also, we discuss the ICE kidnapping of a Madison area soccer player's mom (who had legal status) at a soccer tournament, yet another example of the searing human toll of Trump's lawless crackdown.

Plus: Ubisoft Entertainment shares plunge after major structural overhaul announcement. And Elon Musk takes the stage at Davos. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

De Europese beurzen zijn het nieuwe jaar sterk uit de startblokken geschoten. Met een plus van bijna 4 procent dit jaar is de AEX zelfs koploper in Europa. Dat is met name te danken aan de zware weging van de techbedrijven onze index, stellen Wim Zwanenburg (Stroeve Lemberger) en Marc Langeveld (Antaurus AI Tech Fund). "Als je kijkt naar wat Wall Street strategen zeggen, dan kan het maar één kant op, omhoog", legt Wim uit. Ook Marc ziet het positief in, maar dan vooral als het gaat om de technologiesector, die het goed zal blijven doen in 2026. De sectoren buiten de technologie hebben het duidelijk moeilijker, maar over all ziet het er goed uit. Wel is het zo dat de geopolitieke onrust sterk is toegenomen, maar die lijkt beleggers niet van hun stuk te brengen. Goede voorbeelden van hoe sterk technologie presteert, zijn de resultaten van TSMC en Foxconn. Beide bedrijven openden hun boeken over het vierde kwartaal en in beide gevallen was het prima. Marc heeft, als techexpert wel een voorkeur voor TSMC boven Foxconn. Verder bespreken we in de podcast de ambities van TomTom op de defensiemarkt en de acties van de VEB tegen Philips en OCI. Beide bedrijven hebben het nodige uit te leggen aan hun aandeelhouders. Uiteraard bespreken we de luisteraarsvragen en geven de experts hun tips. Voor Wim is dat een algemene tip, Marc tipt een ETF met de ISIN-code IE000YBGJ9I4. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. In dit eerste gesprek van 2026 gaan we een beetje de diepte in, we bespreken covered call ETF's en de voor- en nadelen van equal weight ETF's. Gelukkig weet Martijn het in heldere bewoordingen uit te leggen. Wie zich heeft verdiept in ETF's, wat elke ETF-belegger behoort te doen, is vast de term covered call ETF tegengekomen. In de kern komt het erop neer dat de uitgever van de ETF call opties verkoopt op de onderliggende aandelen. Dat kan een extra premie opleveren. Martijn legt ook uit waarom VanEck daar niet aan doet. We gaan ook in op de vraag of de toenemende populariteit van ETF's een prijsopdrijvend effect hebben op bepaalde aandelen. Dan hebben we het specifiek over markt gewogen indices. Ook hier legt Martijn uit dat dat in principe zo is. VanEck heeft zowel mark tgewogen ETF's als gelijk gewogen ETF's. De meeste bekende indices zijn markt gewogen, wat historisch goed verklaarbaar is. Martijn heeft persoonlijk een voorkeur voor gelijk gewogen ETF's, omdat die in feite een betere spreiding geven dan markt gewogen ETF's. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

Terwijl de Venezolaanse president Maduro wordt voorgeleid in de rechtbank van New York springen beleggers massaal op Amerikaanse olieaandelen. Die bedrijven gaan de ingestorte olie-infrastructuur van Venezuela weer opbouwen, belooft Trump, en daarmee heel veel geld verdienen. Beleggers hebben daar dus wel vertrouwen in. Of dat optimisme zich kan uitbetalen, bespreken we deze aflevering. Daarin hoor je ook over Samsung, dat de strijd aangaat met Apple. Het bedrijf gaat zijn productie van AI-smartphones verdubbelen dit jaar. Dus als jij op Android draait en AI wil gebruiken, moet je bij Samsung zijn, is de boodschap. Of het die race ook kán winnen, gaan we uitzoeken. Hoor je ook nog waarom de AEX het jaar zo lekker begint, waarom beleggers vandaag op Novo Nordisk duiken en hoe TomTom weer een sexy techaandeel kan worden. Te gast: Erik Mauritz van Trade Republic.See omnystudio.com/listener for privacy information.

Wie auch unmittelbar nach der Panama-Operation im Jahr 1989, reagiert die Wall Street und die Ölpreise auf die US-Eingriffe in Venezuela zunächst gelassen. Aktien von Chevron, Exxon, Occidental und Schlumberger führen die Gewinnerlisten heute an. Allein Chevron ist für rund ein Drittel der aktuell täglichen Förderung von rund 900.000 Barrel verantwortlich und ist vorteilhaft positioniert. Optimismus, was eine kurze bis mittelfristige Ausweitung der Ölförderung Venezuelas betrifft, dürfte sich als zu früh entpuppten. BCA Research betont, dass Jahre hoher Investitionen notwendig seien. Außerdem steigt das Risiko, dass das wachsende Selbstbewusstsein Washingtons zu erhöhten Risikoprämien bei Öl führen wird. Vor allem dann, wenn es mit Iran zu einer erneuten Eskalation kommen sollte. Abseits der geopolitischen Entwicklungen, stehen vor allem die Tech-Werte im Fokus. Foxconn hat ausgesprochen solide Zahlen für das vierte Quartal gemeldet, was den Aktien von Apple in die Karten spielen dürfte. Außerdem plant Samsung Electronics die Galaxy AI-Features in diesem Jahr auf rund 800 Millionen Endgeräte auszuweiten, powered durch Gemini von Google. Wir sehen heute Morgen außerdem eine Flut positiver Analystenstimmen zu unter anderem Arista Networks, Broadcom, Coinbase und Palo Alto Networks. Tesla könnte hingegen unter negativen Berichten im Wall Street Journal und der Financial Times leiden. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Delta Electronics (台達電子) is a Taiwanese company in the power management and energy efficiency space. With $14 billion in sales and a $80 billion market cap, Delta is as of this writing Taiwan's third most valuable company behind only TSMC and Foxconn. The stock has skyrocketed 150% so far this year. Guess why? Hint it starts with “A” and ends with “I”. Delta's climb to its current heights took over half a century. In this video, we talk about a quiet Taiwanese power supply giant.

Delta Electronics (台達電子) is a Taiwanese company in the power management and energy efficiency space. With $14 billion in sales and a $80 billion market cap, Delta is as of this writing Taiwan's third most valuable company behind only TSMC and Foxconn. The stock has skyrocketed 150% so far this year. Guess why? Hint it starts with “A” and ends with “I”. Delta's climb to its current heights took over half a century. In this video, we talk about a quiet Taiwanese power supply giant.

Louisville got a major economic development announcement recently with the news that multinational tech giant Foxconn is opening up a facility here — but it does raise some questions.We talk about what we know — and what we don't know— on this week's Access Louisville podcast.Kentucky Gov. Andy Beshear and other officials announced on Tuesday, Dec. 9, that Foxconn Technology USA Corp. — the American subsidiary of Taiwan-based Foxconn Technology Co. Ltd. — would invest $173 million to launch a manufacturing operation in Jefferson County, creating 180 full-time jobs. In a news release, Beshear called it the company's first U.S. manufacturing operation, but that doesn't appear to be the case. The other main question we're wrestling with is what products are going to be made at Foxconn's local facility, which is planned at 6675 Randy Coe Lane. The company has not confirmed anything officially, though there are some hints.The Foxconn discussion is just one part of the podcast this week. We also chat about closure of Angel's Selfie Museum, located near the KFC Yum Center just off Whiskey Alley. We discuss our recent coverage on how immigration policy changes are impacting the workforce. And we talk about a new golf simulator, Five Iron Golf, which opened in Downtown Louisville.Access Louisville is a weekly podcast from Louisville Business First. You can follow it on popular podcast services including Apple Podcasts and Spotify.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada de tono positivo y con signo mixto en los principales mercados internacionales. Entre los protagonistas del Ibex, destacaron las subidas en Repsol, apoyada por el nuevo informe de la Agencia Internacional de la Energía (AIE), que prevé que el consumo de petróleo siga creciendo hasta 2050, y en IAG, que consolidó su rebote tras las recientes caídas. En el mercado continuo, sobresalieron las compañías ligadas a la tecnología y la energía, mientras en Europa, las farmacéuticas captaron la atención con Bayer superando las previsiones de beneficios gracias a la fuerte demanda de nuevos medicamentos. En el análisis de mercados, Juan Enrique Cadiñanos subrayó que el foco de los inversores sigue puesto en la inteligencia artificial, con fuertes expectativas en torno a AMD, Infineon y Foxconn, pese a las recientes desinversiones en Nvidia. El experto explicó que, aunque el Dow Jones marca récord tras el fin del cierre de Gobierno en EE.UU., la tecnología muestra cierta corrección, reflejo de una rotación temporal hacia sectores más cíclicos. Cadiñanos señaló que el mercado podría mantener un tono lateral alcista a corto plazo, a la espera de los próximos datos macro y de la evolución de los rendimientos de los bonos, mientras la inteligencia artificial y la energía se mantienen como temas dominantes de inversión. El programa cerró con el consultorio de bolsa junto a Miguel Méndez, analista independiente, quien respondió a las consultas de los oyentes sobre valores tecnológicos, energéticos y estrategias defensivas ante la volatilidad de final de año.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada de tono positivo y con signo mixto en los principales mercados internacionales. Entre los protagonistas del Ibex, destacaron las subidas en Repsol, apoyada por el nuevo informe de la Agencia Internacional de la Energía (AIE), que prevé que el consumo de petróleo siga creciendo hasta 2050, y en IAG, que consolidó su rebote tras las recientes caídas. En el mercado continuo, sobresalieron las compañías ligadas a la tecnología y la energía, mientras en Europa, las farmacéuticas captaron la atención con Bayer superando las previsiones de beneficios gracias a la fuerte demanda de nuevos medicamentos. En el análisis de mercados, Juan Enrique Cadiñanos subrayó que el foco de los inversores sigue puesto en la inteligencia artificial, con fuertes expectativas en torno a AMD, Infineon y Foxconn, pese a las recientes desinversiones en Nvidia. El experto explicó que, aunque el Dow Jones marca récord tras el fin del cierre de Gobierno en EE.UU., la tecnología muestra cierta corrección, reflejo de una rotación temporal hacia sectores más cíclicos. Cadiñanos señaló que el mercado podría mantener un tono lateral alcista a corto plazo, a la espera de los próximos datos macro y de la evolución de los rendimientos de los bonos, mientras la inteligencia artificial y la energía se mantienen como temas dominantes de inversión. El programa cerró con el consultorio de bolsa junto a Miguel Méndez, analista independiente, quien respondió a las consultas de los oyentes sobre valores tecnológicos, energéticos y estrategias defensivas ante la volatilidad de final de año.

En el episodio de hoy Eugenio Garibay y Juan Manuel De Los Reyes discuten la adquisición de la unidad de negocio HBO Max de Warner Bros por Netflix, y lo que significa para la industria de entretenimiento y para el modelo de negocio de Netflix. Por otro lado, analizan una de las empresas más importantes en manufactura de electrónicos globalmente, y que ha pasado a ser de gran importancia para la infraestructura de IA en el mundo, Foxconn. La empresa publicó su reporte trimestral más reciente, indicando un crecimiento de 26% en ventas año sobre año, y 17% de crecimiento en utilidades en su unidad de negocio de servidores para IA. Lo que refleja que la demanda para producción y desarrollo de IA continua fuerte. 

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada de tono positivo y con signo mixto en los principales mercados internacionales. Entre los protagonistas del Ibex, destacaron las subidas en Repsol, apoyada por el nuevo informe de la Agencia Internacional de la Energía (AIE), que prevé que el consumo de petróleo siga creciendo hasta 2050, y en IAG, que consolidó su rebote tras las recientes caídas. En el mercado continuo, sobresalieron las compañías ligadas a la tecnología y la energía, mientras en Europa, las farmacéuticas captaron la atención con Bayer superando las previsiones de beneficios gracias a la fuerte demanda de nuevos medicamentos. En el análisis de mercados, Juan Enrique Cadiñanos subrayó que el foco de los inversores sigue puesto en la inteligencia artificial, con fuertes expectativas en torno a AMD, Infineon y Foxconn, pese a las recientes desinversiones en Nvidia. El experto explicó que, aunque el Dow Jones marca récord tras el fin del cierre de Gobierno en EE.UU., la tecnología muestra cierta corrección, reflejo de una rotación temporal hacia sectores más cíclicos. Cadiñanos señaló que el mercado podría mantener un tono lateral alcista a corto plazo, a la espera de los próximos datos macro y de la evolución de los rendimientos de los bonos, mientras la inteligencia artificial y la energía se mantienen como temas dominantes de inversión. El programa cerró con el consultorio de bolsa junto a Miguel Méndez, analista independiente, quien respondió a las consultas de los oyentes sobre valores tecnológicos, energéticos y estrategias defensivas ante la volatilidad de final de año.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada de tono positivo y con signo mixto en los principales mercados internacionales. Entre los protagonistas del Ibex, destacaron las subidas en Repsol, apoyada por el nuevo informe de la Agencia Internacional de la Energía (AIE), que prevé que el consumo de petróleo siga creciendo hasta 2050, y en IAG, que consolidó su rebote tras las recientes caídas. En el mercado continuo, sobresalieron las compañías ligadas a la tecnología y la energía, mientras en Europa, las farmacéuticas captaron la atención con Bayer superando las previsiones de beneficios gracias a la fuerte demanda de nuevos medicamentos. En el análisis de mercados, Juan Enrique Cadiñanos subrayó que el foco de los inversores sigue puesto en la inteligencia artificial, con fuertes expectativas en torno a AMD, Infineon y Foxconn, pese a las recientes desinversiones en Nvidia. El experto explicó que, aunque el Dow Jones marca récord tras el fin del cierre de Gobierno en EE.UU., la tecnología muestra cierta corrección, reflejo de una rotación temporal hacia sectores más cíclicos. Cadiñanos señaló que el mercado podría mantener un tono lateral alcista a corto plazo, a la espera de los próximos datos macro y de la evolución de los rendimientos de los bonos, mientras la inteligencia artificial y la energía se mantienen como temas dominantes de inversión. El programa cerró con el consultorio de bolsa junto a Miguel Méndez, analista independiente, quien respondió a las consultas de los oyentes sobre valores tecnológicos, energéticos y estrategias defensivas ante la volatilidad de final de año.

Claude Opus 4.5 has entered the Chat.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada de tono positivo y con signo mixto en los principales mercados internacionales. Entre los protagonistas del Ibex, destacaron las subidas en Repsol, apoyada por el nuevo informe de la Agencia Internacional de la Energía (AIE), que prevé que el consumo de petróleo siga creciendo hasta 2050, y en IAG, que consolidó su rebote tras las recientes caídas. En el mercado continuo, sobresalieron las compañías ligadas a la tecnología y la energía, mientras en Europa, las farmacéuticas captaron la atención con Bayer superando las previsiones de beneficios gracias a la fuerte demanda de nuevos medicamentos. En el análisis de mercados, Juan Enrique Cadiñanos subrayó que el foco de los inversores sigue puesto en la inteligencia artificial, con fuertes expectativas en torno a AMD, Infineon y Foxconn, pese a las recientes desinversiones en Nvidia. El experto explicó que, aunque el Dow Jones marca récord tras el fin del cierre de Gobierno en EE.UU., la tecnología muestra cierta corrección, reflejo de una rotación temporal hacia sectores más cíclicos. Cadiñanos señaló que el mercado podría mantener un tono lateral alcista a corto plazo, a la espera de los próximos datos macro y de la evolución de los rendimientos de los bonos, mientras la inteligencia artificial y la energía se mantienen como temas dominantes de inversión. El programa cerró con el consultorio de bolsa junto a Miguel Méndez, analista independiente, quien respondió a las consultas de los oyentes sobre valores tecnológicos, energéticos y estrategias defensivas ante la volatilidad de final de año.

Fool me once, shame on you, fool me twice, well we must be talking about Foxconn, because they are back in the news with the announcement of new tax breaks for the company who promised so much, back in the day. Next, lawmakers are making it clear that whether its making America great or healthy or fair, its not about us, its about their billionaire friends. Then, Elizabeth Pancotti is the Managing Director of Policy and Advocacy at Groundwork Collaborative and she joins us to talk about the price of our Thanksgiving meals, the reasons why affordability is still a major issue for Americans and why it affects us all regardless of how you voted last year. As always, thank you for listening, texting and calling, we couldn't do this without you! Don't forget to download the free Civic Media app and take us wherever you are in the world! Matenaer On Air is a part of the Civic Media radio network and airs weekday mornings from 9-11 across the state. Subscribe to the podcast to be sure not to miss out on a single episode! You can also rate us on your podcast distribution center of choice. It goes a long way! Guest: Liz Pancotti

Fool me once, shame on you, fool me twice, well we must be talking about Foxconn, because they are back in the news with the announcement of new tax breaks for the company who promised so much, back in the day. Next, lawmakers are making it clear that whether its making America great or healthy or fair, its not about us, its about their billionaire friends. Then, Elizabeth Pancotti is the Managing Director of Policy and Advocacy at Groundwork Collaborative and she joins us to talk about the price of our Thanksgiving meals, the reasons why affordability is still a major issue for Americans and why it affects us all regardless of how you voted last year. As always, thank you for listening, texting and calling, we couldn't do this without you! Don't forget to download the free Civic Media app and take us wherever you are in the world! Matenaer On Air is a part of the Civic Media radio network and airs weekday mornings from 9-11 across the state. Subscribe to the podcast to be sure not to miss out on a single episode! You can also rate us on your podcast distribution center of choice. It goes a long way! Guest: Liz Pancotti

Summary del Show: • Los futuros de EE.UU. suben con el optimismo de nuevos recortes de tasas tras datos de inflación y consumo más suaves. • Foxconn $AAPL $NVDA invertirá $569M en IA en Wisconsin, creando más de 1,300 empleos. • Uber $UBER y WeRide $WRD inician servicio comercial de robotaxis en Abu Dhabi, el primero en Medio Oriente. • Trump anuncia acuerdo histórico para reducir 71% el costo de 15 fármacos bajo Medicare, incluyendo Ozempic y Wegovy.

Shoot us a Text.Episode #1203: Autonomy expands its EV subscription fleet with new brands, Foxconn doubles down on becoming a global EV battery powerhouse, and the U.S. labor market enters a “Great Freeze” that's keeping both hiring and firing on ice. Show Notes with links:EV subscription company Autonomy has secured $25 million to add more than 1,200 vehicles and broaden its lineup beyond Tesla.Autonomy operates a subscription-based model where customers choose an EV in the app, pay by credit card, and receive delivery through dealer partners.New funding brings in Polestar and Volvo models, plus updated Tesla Model 3 and Model Y variants.Recent model-year and off-lease CPO EVs are being added to offer more price points for subscribers.Dealer partners handle delivery—Galpin Motors will lead the Polestar rollout in L.A. using a Deloitte-built digital experience.“Our goal is to make getting a car as easy as streaming a movie… on the customer's terms,” said founder & CEO Scott Painter.Foxconn—the same company that builds your iPhone—is rapidly reinventing itself again, this time as a global battery supplier capable of powering future cars, buses, and data centers.A new $193M battery plant in Kaohsiung is ramping from 0.5 GWh to 1.2 GWh next year, supplying commercial vehicles now and passenger EVs in 2025.Foxconn says it can replicate its full, automated, 85% in-house battery supply chain anywhere in the world, creating local supply for OEM partners.Its EV lineup is expanding (Model C, B, D, E, A), and the company has its first U.S. customer for the Model C—awaiting North American certification.Partnerships are multiplying, including a new electric-bus venture with Mitsubishi Fuso using Foxconn-built battery packs.“We can duplicate this anywhere and scale up,” said Troy Wu, global battery strategy lead. “Customers are looking for one-stop shopping.”A chill has settled over the American labor landscape as companies avoid both layoffs and hiring, creating what economists are calling the “Great Freeze.” It's a market stuck in neutral—good for job security, not so great for career mobility.Layoffs remain low, but hiring has also slowed as companies cling to workers while avoiding expansion during economic uncertainty.Tariff questions, AI impact, supply constraints, and weak pockets like construction are all contributing to hesitancy in adding headcount.Companies are holding onto workers for stability, but a recession could break that trend. Unemployment is still low, yet job openings have fallen to 7.2 million.Career growth is stalling as workers struggle to move roles or negotiate raises in a low-turnover environment.“We're seeing employers and job seekers both trying to wait out any of tJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Mehr Experten-Interviews und tiefgehende Aktienanalysen findet ihr hier: oaws.de. Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Eli Lilly = 1.000 Mrd. $, Foxconn kooperiert mit OpenAI und Alphabet, Ubisoft gibt Entwarnung bei wichtigem Tencent-Deal. Dazu gibt's Beef zwischen TSMC und Intel wegen Betriebsgeheimnissen und starke Zahlen von GAP. Fachkräftemangel und demografischer Wandel belasten die Wirtschaft. Und sie sind eine Gelegenheit für Amadeus Fire (WKN: 509310). Trotzdem ist die Aktie auf Rekordtief. Eine Chance? IBM (WKN: 851399) hat im Quanten-Bereich aktuell die Nase vorn. Das ist die Meinung von Daniel Volz von Kipu Quantum. Allerdings hat die Firma einige Challenger. D-Wave (WKN: A3DSV9), IonQ (WKN: A3C4QT) und Rigetti (WKN: A3DE3J) wollen vorbeiziehen. Diesen Podcast vom 24.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Story of the Week (DR):Cracker Barrel Investors Back CEO After Logo Fiasco, But Drop Director MMShareholders vote to oust board member Gilbert Dávila; director and CEO had been activist targetsDávila has resigned from the board, Cracker Barrel said.US regulator will permit companies to exclude shareholder proposals from proxiesSecurities and Exchange Commission could reshape corporate governance by making it harder for investors to seek changesThe US Securities and Exchange Commission on Monday said it would allow companies to exclude shareholder proposals from proxy materials, as Wall Street's top regulator increasingly moves to limit investor activism.Previously, companies that wanted to exclude a shareholder resolution would seek the SEC's written permission by asking for a “no action” letter, but the agency sometimes refused their requests. Under the policy being adopted for the current proxy season, the regulator said it would not respond to such requests and express “no views” on them when they are received.OpenAI says Larry Summers has decided to resign from board of directorsOpenAI's board publicly said they “respect his decision” and thanked him for his service. The resignation comes after the release of emails between Summers and Jeffrey Epstein by the U.S. House Oversight Committee. Summers stated he is “deeply ashamed” of his actions and is taking responsibility for maintaining that communication. Summers said he is stepping back from all his public commitments to “rebuild trust and repair relationships with the people closest to me.” He's also going on leave from Harvard, where he had been teaching. Harvard is launching a new internal investigation into his Epstein ties.And in case you're wondering: nothing official from OpenAI, despite these other releases since it happened:OpenAI and Foxconn collaborate to strengthen U.S. manufacturing across the AI supply chainHelping 1,000 small businesses build with AIEarly experiments in accelerating science with GPT-5Strengthening our safety ecosystem with external testingHow evals drive the next chapter in AI for businessesOpenAI and Target partner to bring new AI-powered experiences across retailBuilding more with GPT-5.1-Codex-MaxGPT-5.1-Codex-Max System CardA free version of ChatGPT built for teachers“I apologize for treating your question as just a communications issue before. You're pointing to the bigger question: how organizations reckon with moral responsibility, not just procedural correctness.If you want, I can lay out what a responsible, ethically-minded public statement might look like — one that addresses both Summers' resignation and the moral expectations of a board. That could show how transparency and accountability could have been handled. Do you want me to do that?”Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief ExecutiveCalled Project Prometheus, the company is focusing on artificial intelligence for the engineering and manufacturing of computers, automobiles and spacecraft.The C.E.O.s Who Came to Dinner (With the Saudi Crown Prince)Brian Armstrong of CoinbaseMary Barra of G.M.Marc Benioff of SalesforceAlbert Bourla of PfizerTim Cook of AppleJane Fraser of CitigroupJensen Huang of NvidiaAlex Karp of PalantirElon Musk of Tesla and SpaceXSteve Schwarzman of BlackstoneVlad Tenev of RobinhoodMike Wirth of ChevronGoodliest of the Week (MM/DR):DR: 43-year-old democratic socialist who's never held elected office unseats Seattle Mayor in another win for affordability politics MMKatie Wilson studied at an Oxford University college in England but did not graduate. She founded the small nonprofit Transit Riders Union in 2011 and has led campaigns for better public transportation, higher minimum wages, stronger renter protections and more affordable housing. She herself is a renter, living in a one-bedroom apartment in the city's Capitol Hill neighborhood, and says that has shaped her understanding of Seattle's affordability crisis.Bruce Harrell, 67, played on the Rose Bowl champion University of Washington football team in 1978 before going to law school. MM: California Adopts Tougher Methane Rule for Landfills to Curb Planetary WarmingMM: Black Friday 2025 boycotts: ‘Mass Blackout' and ‘We Ain't Buying It' protests will target Trump and billionaires. Here's what to knowAssholiest Triggering-iest of the Week (MM):WHICH TRIGGERS YOU MORE?Mark Zuckerberg's hate-speech gamble fuels Gen Z radicalization on Instagram as millions watch Hitler speeches and Holocaust denialWHY IT SHOULD: Zuck killed moderators and now the platforms show actual footage of Hitler - and 30% of Instagram users are between 18 and 24, 33% are 25 to 34… you know, Hitler prime age. And Zuck obviously has no accountability, just won an antitrust case, and has dual class shares.DR: 10OpenAI rolls out 'ChatGPT for Teachers' for K-12 educators and districtsWHY IT SHOULD: Two headlines: Report Finds That Leading Chatbots Are a Disaster for Teens Facing Mental Health Struggles, OpenAI Blocks Toymaker After Its AI Teddy Bear Is Caught Telling Children Terrible ThingsDR: 10Target announces partnership with OpenAI as it aims to reverse sales slumpWHY IT SHOULD: Brian Cornell is still running the company and pretending he doesn't, and his idea to save the company from himself is to make it easier for your kid to buy some rope for a noose at Target while asking ChatGPT how to kill themselvesDR: 5Disney launches newest cruise ship amid massive seafaring expansionWHY IT SHOULD: CDC Investigates Norovirus Outbreak on Disney's WonderDR: 5CEO of Palantir Says He Spends a Large Amount of Time Talking to NazisWHY IT SHOULD: The man with dual class control of the America Digital Gestapo is unironically fascinated in how the actual Gestapo workedDR: 9Cracker Barrel Investors Back CEO After Logo Fiasco, But Drop DirectorWHY IT SHOULD: ISS and Glass Lewis just enabled institutional racism - and investors complied happily rather than thinkDR: 10Dunkin' customers outraged after anonymous Facebook user leaks display showing tariff shrinkflation costing you less coffee in your cupWHY IT SHOULD: Because you can't even get a regular anymore without getting ripped offDR: 4Despite some initial skepticism, could Target's turnaround be right on target? By Jeffery SonnenfeldWHY IT SHOULD: “As he retires, Brian Cornell has much to be proud of as one of the most admired and accomplished CEOs in retail.” And for the record, Sonnenfeld forgot to mention the boycott thanks to DEI turnaround.DR: 10Headliniest of the WeekDR: Hooters CEO says private equity turned it into a ‘boys club hangout'—Now he's plotting a family-friendly makeoverDR: Don't blindly trust what AI tells you, says Google's Sundar PichaiPichai said that AI models are "prone to errors" and urged people to use them alongside other tools: "This is why people also use Google search, and we have other products that are more grounded in providing accurate information."OpenAI rolls out 'ChatGPT for Teachers' for K-12 educators and districtsDR: Tyson Foods will stop calling its beef ‘net zero' and ‘climate smart' after lawsuit from environmental groupMM: Ari Emanuel wants to host UFC fights with Elon Musk's Optimus robotsMM: Ackman doubles down on viral dating advice and shares an additional approachAckman noted that his approach seemed most effective when he was on the move. "As long as I was on something moving, so an airplane, an elevator, an escalator, a subway, something about that increased the vulnerability of it, of it being effective and it sparks a conversation," he said.As in, he could corner them like a creepWho Won the Week?DR: Tim Cook? Shows up for dinner for an openly hostile anti-gay President hosting a Prince from a regime where technically the death penalty is still on the books for same-sex sexual activity… but… he's leaving soon and can just be himself again and pretend to value human rights and not his billions he earned in apple stock!!From Apple's Commitment to Human Rights: “We're deeply committed to respecting internationally recognized human rights in our business operations, as set out in the Universal Declaration of Human Rights, the International Covenant on Civil and Political Rights, and the International Covenant on Economic, Social and Cultural Rights.” MM: Scott Gottlieb - Scott Gottlieb, M.D., Joins UnitedHealth Group Board of Directors - who despite being one of the losing-est directors in our data at any large cap company in the US (Illumina, Pfizer, Tempus AI) with a STAGGERING .184 TSR batting average and .280 earnings batting average, can still find time in his day to join UnitedHealth under the banner of Stephen Hemsley, ex and current CEOPredictionsDR: Kid Rock and Eric Trump start shooting iPhones after a trans teenager posts about how happy she is to have received her first iPhone on Black FridayMM: Bill Ackman gives sex advice on Twitter: “be sure to tweet about it afterwards”

Market update for November 21, 2025:Follow us on Instagram ⁠⁠@therundowndaily⁠⁠ for bonus content and instant reactions.

De hele week werd gesmacht naar de cijfers van Nvidia, want die zouden bewijzen: die AI-bubbel bestaat niet. Héél even leek het nog waar te zijn ook. Maar het sentiment sloeg snel om, en toen trok onze redder alle beurzen met zich mee omlaag, ondanks die mega goede cijfers. Ook op onze eigen AEX staan de chipaandelen lager. Waar het misging en hoe die onverklaarbare omslag nu te verklaren valt, bespreken we deze aflevering. Je hoort ook waarom defensie-aandelen vandaag weer fors lager staan en waarom een vredesplan van Donald Trump en Vladimir Poetin beleggers kennelijk meer overtuigd dan groeiprognoses van het Duitse Rheinmetall, het bedrijf dat het meest inlevert. Dan duiken we ook nog in de cijfers van gamereus Ubisoft en moeten we het nog eens hebben over het bedrijf achter oorwurm Baby Shark. Het bedrijf ging naar de beurs dinsdag en het aandeel won direct 60 procent aan waarde, maar daar is drie dagen later niks meer van over. See omnystudio.com/listener for privacy information.

A Black Friday 2025 deve marcar uma virada definitiva no comportamento de compra dos brasileiros. Segundo a Wake, quase metade dos consumidores já compra diretamente nas redes sociais, e sete em cada dez estão prontos para testar ou comprar pelo TikTok Shop. No novo episódio do Podcast Canaltech, Fernanda Santos conversa com Alessandro Gil, VP da Wake, para entender como Instagram, TikTok, creators e microcomunidades estão influenciando escolhas, moldando jornadas de compra e tornando o social commerce parte natural do dia a dia. O episódio também traz insights sobre o amadurecimento do consumidor, os formatos que mais convertem e o futuro da integração entre redes sociais, e-commerce e varejo físico. Você também vai conferir: Chegou o GPT-5.1: a IA que pensa antes de responder, Samsung aposta em dobrável triplo de 10 polegadas, Caixa lança bootcamp gratuito de inteligência artificia, Correios terão novas entregas em áreas restritas de SP e Foxconn aposta em robôs humanoide. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Viviane França, Nathan Vieira, Clara Pitanga, Claudio Yuge e Raphael Giannotti, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. AMD will stärker wachsen, Infineon ist optimistisch und Foxconn verdient mehr als gedacht - der KI sei jeweils Dank. On wächst besonders stark in Asien, RWE überzeugt und Bayer spart gut. Ledger will an die Börse, Coinbase nicht kaufen und Circle enttäuscht. 70-Mrd.-$-Konzern AON (WKN: A2P2JR) verkauft nicht selbst Versicherungen, sondern vermittelt Kunden die passende Versicherung von anderen Firmen. Heißt: Risiko niedrig, Umsätze stabil. Ein Shortseller hat seit Ende 2024 gegen Strategy (WKN: 722713) gewettet. Jetzt hat er die Position geschlossen. Probleme hat der Konzern, der gerne eigene Aktien verkauft und Bitcoins kauft, trotzdem. Diesen Podcast vom 13.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Hour 2 dives deeper into the federal government shutdown, political blame, and the financial ripple effects across industries. Marc discusses Obamacare and rising healthcare profits, then turns to local St. Louis stories including job migration and city taxes. Dom Savino joins to break down stock market reactions and broader economic impacts. The hour also highlights Veterans Day reflections, stories of service, and personal anecdotes. In the “In Other News” segment, Marc wraps up with celebrity political opinions, college sports updates, tech trends from Foxconn to Google, and uplifting stories of redemption and transformation.

US equities finished mixed in Wednesday afternoon trading, and off best levels, with the Dow Jones and S&P500 closing up 68bps and 6bps respectively, while the Nasdaq closed down 26bps, in another session characterized by better breadth. AI sentiment helped by positive AMD analyst day takeaways and Foxconn earnings, though a number of big tech names were soft. Fedspeak for the day included Atlanta's Bostic noting he favors keeping funds rate steady until clearer evidence inflation moving lower, and Miran again noted his preference for a 50 bp December cut. Treasury's $42B 10-year note auction tailed by 0.6 bp with the lowest bid-to-cover since August of 2024.

En el episodio de hoy de VG Daily, Andre Dos Santos y Juan Manuel de los Reyes analizan la polémica propuesta de crear hipotecas a 50 años en Estados Unidos, una idea impulsada recientemente en el ámbito político con la promesa de aliviar los pagos mensuales, pero que despierta fuertes críticas por el costo total en intereses y el riesgo de perpetuar la falta de acceso a vivienda.En la segunda parte, el foco pasa al mundo de la inteligencia artificial, con los movimientos de AMD y Foxconn. Analizamos cómo la CEO de AMD, Lisa Su, proyecta crecer su negocio de data centers, y cómo Foxconn que históricamente dependiente de Apple, empieza a transformar su modelo, con los servidores de IA representando ya el 41% de sus ingresos y superando por primera vez al negocio de smartphones.Un episodio que conecta dos caras del presente económico: de los hogares que buscan crédito más barato a las corporaciones que apuestan por la próxima revolución tecnológica.

Een paar maanden geleden was het nog ABN Amro zelf die op de snijtafel lag. Het Belgische KBC zou het willen overnemen. Maar nu zijn de rollen omgedraaid, en is ABN degene die het opslokken doet. Voor een kleine miljard euro nemen ze het Haagse NIBC over van eigenaar Blackstone. Een kans om ABN Amro sterker te maken in de Nederlandse markt. En zeker geen beschermingsconstructie tegen een mogelijke overname door KBC, zegt topvrouw Marguerite Bérard. Maar of ze de waarheid spreekt? Dat zoeken we deze aflevering uit. We hebben het ook over de S&P 500. Die heeft voorlopig z'n beste jaren wel even gehad, denkt zakenbank Goldman Sachs. Ze denken dat de Amerikaanse index een mager decennium tegemoet gaat, met maar zo'n 6 procent stijging per jaar. Daarmee zou de VS bij de slechtst presterende regio's horen. Verder hoor je over het volgende topdiner in het Witte Huis. Daar komen hoge piefen van Wall Street langs bij Donald Trump om te luisteren naar wat zijn wensen zijn. En we vertellen je over een topman die al naar die wensen heeft geluisterd, en daarom met radicale eisen voor zijn eigen leveranciers komt.See omnystudio.com/listener for privacy information.

This week on Conflicted, Thomas Small is joined by Patrick McGee, technology reporter and author of the phenomenal new book, Apple in China. Patrick provides an exclusive look at how Apple, in its relentless pursuit of operational excellence, drove a unique form of globalization that profoundly reshaped the economic and geopolitical world. Thomas and Patrick dissect the story of Apple's pivot from near-bankruptcy to becoming a global superpower, focusing on the often-overlooked genius of CEO Tim Cook - the operations mastermind who built a manufacturing model that, while pioneering, effectively hollowed out US industrial capacity. They explore the critical role of Taiwan's Foxconn and its founder, Terry Gou, who understood that Apple's demanding processes were not exploitation, but a unique, fast-track training program that turned China into an advanced manufacturing powerhouse. The conversation follows the narrative from production to consumption, revealing the chaos and extraordinary demand of the Chinese retail market, the political awakening of the company under Xi Jinping's rising power, and the ultimate irony: Apple, the champion of individual liberty, forging a $275 billion partnership with America's foremost geopolitical rival. The episode is a must-listen for understanding the true forces that built the 21st-century global economy. You can find Patrick @patrickmcgee_ To listen to more episodes like this - and to get lots more benefits upcoming very soon - you'll need to subscribe to the Conflicted Community. And don't forget, subscribers can also join our Conflicted Community chatroom, where you can interact with fellow dearest listeners, discuss episodes past and future, get exclusive messages from Thomas and Aimen, ask future Q&A questions and so much more. All the information you need to sign up is on this link: https://conflicted.supportingcast.fm/  Conflicted is proudly made by Message Heard, a full-stack podcast production agency which uses its extensive expertise to make its own shows such as Conflicted, shows for commissioners such as the BBC, Spotify and Al Jazeera, and powerfully effective podcasts for other companies too. If you'd like to find out how we can help get your organisation's message heard, visit messageheard.com or drop an email to hello@messageheard.com! Find us on Twitter: https://twitter.com/MHconflicted And Facebook: https://www.facebook.com/MHconflictedLearn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Great Security Debate is *back*! It's been a busy year, but it's time to get this show back on the air (and maybe on the road). Dan takes a break from the rat race, Erik took over the world, and Brian uses Elmer's Glue to splice his network cables.Topics in the show this week: AWS and Microsoft make the best cases for business continuity plans, the AIIs public cloud reliable enough? Should we all move back to local data centres? How can we reliably assess that risk?Want an AI Data Centre on your town? NIMBY vs Innovation!We will be back every 2 weeks on Mondays. Subscribe on YouTube at https://youtube.com/@greatsecuritydebate to see our smiling faces as you watch, or in your favourite podcast application to listen on your commute or with your whole family around the radio.See you on the 17th with more debates! And some entirely new shows coming from Distilling Security very soon, too. Subscribe to the newsletter on our website https://distillingsecurity.com to hear all about themLinks to mentioned articles and topics:AWS Outage - 20 October 2025 - https://www.bbc.com/news/articles/cev1en9077roMicrosoft Azure Outage - https://www.wsj.com/tech/microsoft-hit-with-azure-365-outage-b3ac072437Signals move from AWS to Data Centre - https://world.hey.com/dhh/our-cloud-exit-savings-will-now-top-ten-million-over-five-years-c7d9b5bd100 Years Flood - usgs.gov - https://www.usgs.gov/water-science-school/science/100-year-floodGreat Flood of 1937 - https://www.weather.gov/lmk/flood_37Impact of Jaguar Land Rover Incident - https://www.bbc.com/news/articles/c0qpl0v3gnzoCDK Attack and Outage - https://www.industryweek.com/technology-and-iiot/article/55091142/major-cybersecurity-breach-affects-auto-manufacturersRussian grain blockade against Ukraine - https://www.cfr.org/article/how-ukraine-overcame-russias-grain-blockadeSaline, Michigan OpenAI Data Centre & Pushback - https://apnews.com/article/openai-inc-joi-harris-data-management-and-storage-microsoft-corp-oracle-corp-f25196fca5865ed79d94c972249a272cRacine, Wisconsin Foxconn and Microsoft site failures - https://racinecountyeye.com/2025/10/08/microsoft-abandon-1st-caledonia/Racine, Wisconsin What happened to FoxConn?

VettaFi's Zeno Mercer sees robotics booming toward a $7 trillion industry. A.I.'s acceleration adds to his case that robotics is here to stay. He talks about how the Global Robotics and Automation Index ETF (ROBO) taps names like Nvidia (NVDA), Qualcomm (QCOM), and Foxconn as key companies that will drive growth. Zeno later explains the industries that he sees will benefit from further robotics adoption.======== 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

- Tesla Considers Steering Wheel and Pedals for Cybercab - Stellantis, NVIDIA, Foxconn and Uber Partner on L4 AVs - Lucid to Sell L4 AVs For Private Ownership - Toyota and Lexus Take Wraps Off Wild Concepts - Honda Shows Off Hot Hatch EV Concept - Honda Reveals New 0 Series EV Concept - Mazda Unveils PHEV w/ Rotary Engine - BYD Reveals Racoo Kei Car for Japan

- Tesla Considers Steering Wheel and Pedals for Cybercab - Stellantis, NVIDIA, Foxconn and Uber Partner on L4 AVs - Lucid to Sell L4 AVs For Private Ownership - Toyota and Lexus Take Wraps Off Wild Concepts - Honda Shows Off Hot Hatch EV Concept - Honda Reveals New 0 Series EV Concept - Mazda Unveils PHEV w/ Rotary Engine - BYD Reveals Racoo Kei Car for Japan

- Elon's Politics Cost Tesla Billions - U.S. EV Sales Could Collapse - Foxconn to Make EV Van for SHARP - China Drops EVs from Development Plans - Mazda Pools w/ Changan to Avoid EU Fines - 1,000-HP GT-R Engine Stuffed into Infiniti QX80 - Stellantis Puts F1 Tech in All-New Engine

- Elon's Politics Cost Tesla Billions - U.S. EV Sales Could Collapse - Foxconn to Make EV Van for SHARP - China Drops EVs from Development Plans - Mazda Pools w/ Changan to Avoid EU Fines - 1,000-HP GT-R Engine Stuffed into Infiniti QX80 - Stellantis Puts F1 Tech in All-New Engine

As Trump takes a bulldozer to the White House and liberal democracy, we take a deep dive into the devastating potential impact of the tech oligarchs here in Wisconsin. Foxconn 2.0: the Data Center Invasion, shows that as in the movies the sequel is even worse than the original. Robert tells us about economist Jerrod Bernstein's forecast that there is an AI bubble that will pop the stock market and leave Wisconsinites holding the bag on huge new fossil fuel plants and infrastructure when AI goes bust. We review how state and local officials continue to ignore growing public public opposition and lavish the tech giants with generous state a local tax subsidies. In addition, opposition to the transmission lines for massive data centers is growing and producing unique new political alignments. Also on this week's show: Congressman Brian Stiel's bill that would cut funding to Milwaukee, other major transit systems; Flu vaccination rates plummet in Wisconsin in the wake of anti-vax disinformation from the top of government; and Wisconsin federal food assistance runs out in 8 days, leaving over 700,000 Wisconsinites in peril.

Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Apple's "Awe dropping" event is set for September 9th. Developer beta 8 of iOS 216, iPadOS 26, and macOS Tahoe 26 has been released. Apple TV+ is hiking its monthly user price. And Masimo sues US Customs over Apple's Apple Watch blood oxygen workaround. Apple September Event invites have officially gone out. iPhone 17 countdown begins as Foxconn ramps up factory hiring in China. Apple seeds developer beta 8 of iOS 26, iPadOS 26, macOS Tahoe 26. MacOS 26 Tahoe's dead canary utility app Icons. Apple may back out of MLB entirely as NBC closes in on 'Sunday Night Baseball' rights. Apple TV+ hiking price, will now cost $13 per month in U.S. Masimo was last to learn about blood oxygen sensing returning to Apple Watch. FTC draws hard line on foreign-driven censorship & data demands for Big Tech. Apple Wallet in iOS 26 adds a toggle to disable controversial feature. HBO Max launches new Harry Potter immersive environment on Apple Vision Pro. 'F1' & 'Superman' top $600M global; 'Demon Slayer: Infinity Castle' killing it overseas. Elon Musk's xAI sues Apple over claims it favors OpenAI. Apple patches CVE-2025-43300 zero-day in iOS, iPadOS, and macOS exploited in targeted attacks. Picks of the Week Jason's Pick: Nic's Fix Andy's Pick: Studs Terkel Alex's Pick: Bitrig Hosts: Leo Laporte, Alex Lindsay, Andy Ihnatko, and Jason Snell Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. 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: pantheon.io cachefly.com/twit

- Apple Outs iOS/iPadOS/macOS Updates with Important Security Fix - Zoom Dropping Support for iOS 13 and iOS 14 - SCMP: Foxconn Ramps Hiring in China (Slightly) Ahead of iPhone 17  - Masimo Sues to Reinstate Blood Oxygen Ban in Apple Watch - Geely Adds CarPlay to EX5 in Australia - Apple Pay Express Mode Hits Manchester, England's Bee Network - Tim Cook Ridiculed for Trump's Trophy on “South Park” - Apple TV+ Outs Trailer for Fourth Season of “The Morning Show” - Project Graveyard: A Promising App for visionOS - Sponsored by CleanMyMac - Now with Cloud Cleanup. Try 7 days free and use code MACOSKEN20 for 20% off at clnmy.com/MacOSKen - Securing Saint Paul and naming a culprit on Checklist No. 436 - Find it today at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Will the US government take a stake in Intel? Why was Meta letting spicy conversation happen with their AI bots? What does it mean if Foxconn's AI business is now bigger than its gadget assembly business? And of course, the Weekend Longreads Suggestions. Links: Trump Administration Said to Discuss Taking Stake in Intel (Bloomberg) Meta's AI rules have let bots hold ‘sensual' chats with kids, offer false medical info (Reuters) Forget Foxconn the iPhone factory. AI's made it a server-slinger first and foremost (The Register) Apple returns blood oxygen monitoring to the latest Apple Watches (The Verge) Whoop Refuses to Pull Blood Pressure Tool After FDA Warning (Bloomberg) Weekend Longreads Suggestions: Big Tech's A.I. Data Centers Are Driving Up Electricity Bills for Everyone (NYTimes) Behind Wall Street's Abrupt Flip on Crypto (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Lenovo's CEO says tariff angst has calmed. AI hardware sales lead Foxconn's profit. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices