Podcasts about GlobalFoundries

We speak with FIFA World Cup champ Sam Mewis as she prepares to coach two women's exhibition games for the Burlington-based Vermont Green FC soccer club. Plus, cuts to federal food benefits could affect thousands of low-income Vermonters, computer chip manufacturer Global Foundries announces a 16 billion dollar investment in its New York and Vermont plants, a federal pause on the nationwide Job Corps program leads to the expected closure next month of a workforce development center in Addison County, and the search is on in New Hampshire for a missing three foot long fiberglass banana. 

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen. China will Flugzeuge, aber nicht aus den USA. Amazon und Globalfoundries wollen investieren, und zwar in den USA. Asana wächst, aber nicht stark genug. CrowdStrike könnte nicht stark genug wachsen, Wells Fargo wächst künftig ohne Grenze. Auch in Deutschland gibt's weniger neue Teslas auf den Straßen, bei SFC Energy und Thyssenkrupp Nucera dafür neue Großaufträge. Klagen in den USA sind teuer. Und lukrativ. Der Beweis: Burford Capital (WKN: A2QE5M). 2.000% Rendite in 10 Jahren. Der Schweizer Krypto-Highflyer Swissquote (WKN: 938312) macht's möglich. Diesen Podcast vom 05.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. 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

Wir sehen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend negative Reaktionen. DoorDash, Palantir, Hims & Hers, Ford und Clorox tendieren nach den Zahlen teils deutlich schwächer. Lediglich die Aktien von Marriot und Global Foundries können von den Zahlen leicht profitieren. Die Aktien von Tesla könnten aufgrund der weiter einbrechenden Verkaufszahlen in Europa unter Druck geraten. Die politischen Turbulenzen in Deutschland werden an der Wall Street kaum zur Kenntnis genommen. Wir sehen das auch bei dem dennoch leicht freundlichen Euro, und den stabilen Renditen der Bundesanleihen. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Zoll-Angst bei Pharma & Autos. Behörden-Angst bei Moderna, BioNTech, Sarepta & Sartorius. Giga-IPO bei Newsmax. Deals bei: Aston Martin, AMD, Globalfoundries, United Microelectronics, Rocket Companies, Mr. Cooper & Fortnox. Die Lieblingsaktie von Bill Gates. Eine Automatisierungswette. Halb so viel Volatilität wie die Börse. Das ist Waste Management (WKN: 893579). Tom Tailor, die Wolverhampton Wanderers und der Erfinder des Kinderwagens haben eins gemeinsam: Sie gehören Fosun (WKN: A0MVLL). Diesen Podcast vom 01.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Chip-Fertigung in Deutschland und Europa ist dank Donald Trump brennend aktuell. Über den Stand der Dinge dreht sich Folge 2025/6 des Podcasts Bit-Rauschen.

Have you ever heard these myths about talent development and career growth in diverse cultures? Myth 1: You have to wait for opportunities to come to you. Myth 2: Technical skills are the only path to success. Myth 3: Adapting to a new culture means sacrificing your own values. I'll share the truth about these myths, but let's just say there's a game-changing strategy that high achievers could use to accelerate their growth. Get ready for a mindset shift that can transform your career. In this episode, you will be able to: Unleash the power of talent development strategies for global teams and propel your career to new heights. Master the art of navigating career growth in diverse cultures and set yourself apart as a global leader. Elevate your leadership skills for the modern workplace and become a sought-after leader in a culturally diverse environment. Harness the benefits of mentorship in career advancement and accelerate your professional growth on a global scale. Embrace the challenge of adapting to technological changes in talent management and stay ahead in the global career landscape. My special guest is Dr. Shveta Miglani. Dr. Miglani excels in constructing skills-based organizations and offers expert career coaching. She leverages her extensive two-decade experience to provide superior organizational solutions and learning initiatives. Her core competencies encompass corporate learning and development programs, diversity and inclusion strategies, performance management, and executive coaching To dive further, with a robust career at industry giants like Micron Technology, GlobalFoundries, SanDisk, Palo Alto Networks, and Salesforce, she has been a catalyst for meaningful change and innovation in workplace culture. Her upcoming book 'Take Charge of your New Job - Your Success Playbook', is your essential guide to thriving in a new position. Whether you're stepping into a leadership role or joining a new company, this book provides actionable strategies to set you up for success. From navigating company culture to forging key relationships, you'll discover how to excel in your first 100 days and beyond. The key moments in this episode are: 00:03:15 - Cultures and Career Impact 00:05:30 - Career Inspiration and Specialization 00:10:25 - Avoiding Mistakes in a New Role 00:13:59 - Information Overload and Proactiveness in the Workforce 00:18:06 - Work-Life Balance and Avoiding Burnout 00:20:23 - Trends in Talent Development: Upskilling and Reskilling 00:24:57 - The Role of AI in Talent Development 00:27:08 - Emotional and Cultural Intelligence in Upskilling for AI Partnership 00:27:55 - Importance of AI in Instructional Design 00:30:44 - Taking Ownership of Career Growth 00:35:47 - Embracing Cultural Differences in Teamwork 00:39:41 - Navigating Career Growth Within a Team 00:41:05 - Advice for New Leaders 00:41:18 - Stepping into a New Leadership Role 00:44:46 - Thriving as a Leader 00:47:53 - Making a Difference in Your Career 00:48:09 - The Success Playbook Visit Shweta Miglani's website at shwetamiglani.com to sign up for her newly released book, Take Charge of Your New Job, Your Success Playbook. Connect with Shweta Miglani on LinkedIn for more insights and resources on career development and leadership. Share this episode with someone who is starting a new job, navigating a career change, or seeking career growth to help them gain valuable insights. Connect with us: https://www.aworldofdifferencepodcast.com Linkedin YouTube Substack FaceBook Instagram Threads Patreon (for exclusive episodes just for Difference Makers, including one with Dr. Shveta Miglani only available for patrons) Bluesky TikTok Subscribe to the podcast, leave a review, and share this episode with someone who might need to hear it. Your support helps the community grow and keeps these important conversations going. If you need professional help, such as therapy: https://www.betterhelp.com/difference Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever heard these myths about talent development and career growth in diverse cultures? Myth 1: You have to wait for opportunities to come to you. Myth 2: Technical skills are the only path to success. Myth 3: Adapting to a new culture means sacrificing your own values. I'll share the truth about these myths, but let's just say there's a game-changing strategy that high achievers could use to accelerate their growth. Get ready for a mindset shift that can transform your career. In this episode, you will be able to: Unleash the power of talent development strategies for global teams and propel your career to new heights. Master the art of navigating career growth in diverse cultures and set yourself apart as a global leader. Elevate your leadership skills for the modern workplace and become a sought-after leader in a culturally diverse environment. Harness the benefits of mentorship in career advancement and accelerate your professional growth on a global scale. Embrace the challenge of adapting to technological changes in talent management and stay ahead in the global career landscape. My special guest is Dr. Shveta Miglani. Dr. Miglani excels in constructing skills-based organizations and offers expert career coaching. She leverages her extensive two-decade experience to provide superior organizational solutions and learning initiatives. Her core competencies encompass corporate learning and development programs, diversity and inclusion strategies, performance management, and executive coaching To dive further, with a robust career at industry giants like Micron Technology, GlobalFoundries, SanDisk, Palo Alto Networks, and Salesforce, she has been a catalyst for meaningful change and innovation in workplace culture. Her upcoming book 'Take Charge of your New Job - Your Success Playbook', is your essential guide to thriving in a new position. Whether you're stepping into a leadership role or joining a new company, this book provides actionable strategies to set you up for success. From navigating company culture to forging key relationships, you'll discover how to excel in your first 100 days and beyond. The key moments in this episode are: 00:03:15 - Cultures and Career Impact 00:05:30 - Career Inspiration and Specialization 00:10:25 - Avoiding Mistakes in a New Role 00:13:59 - Information Overload and Proactiveness in the Workforce 00:18:06 - Work-Life Balance and Avoiding Burnout 00:20:23 - Trends in Talent Development: Upskilling and Reskilling 00:24:57 - The Role of AI in Talent Development 00:27:08 - Emotional and Cultural Intelligence in Upskilling for AI Partnership 00:27:55 - Importance of AI in Instructional Design 00:30:44 - Taking Ownership of Career Growth 00:35:47 - Embracing Cultural Differences in Teamwork 00:39:41 - Navigating Career Growth Within a Team 00:41:05 - Advice for New Leaders 00:41:18 - Stepping into a New Leadership Role 00:44:46 - Thriving as a Leader 00:47:53 - Making a Difference in Your Career 00:48:09 - The Success Playbook Visit Shweta Miglani's website at shwetamiglani.com to sign up for her newly released book, Take Charge of Your New Job, Your Success Playbook. Connect with Shweta Miglani on LinkedIn for more insights and resources on career development and leadership. Share this episode with someone who is starting a new job, navigating a career change, or seeking career growth to help them gain valuable insights. Connect with us: https://www.aworldofdifferencepodcast.com Linkedin YouTube Substack FaceBook Instagram Threads Patreon (for exclusive episodes just for Difference Makers, including one with Dr. Shveta Miglani only available for patrons) Bluesky TikTok Subscribe to the podcast, leave a review, and share this episode with someone who might need to hear it. Your support helps the community grow and keeps these important conversations going. If you need professional help, such as therapy: https://www.betterhelp.com/difference Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Krisen-Comeback-Versuche bei Kering, Boeing und Intel. GlobalFoundries und Mobileye spielen auch mit. Ansonsten gab's DAX-Rekord, Alibaba-Apple-KI, TUI-Marriott-Enttäuschung, Renk-Verkauf, Shopify-Boom & Aktivisten bei Phillips 66. Trump will den Ölpreis senken und mehr Öl fördern. Kann er das? Was ist der Ölpreis überhaupt? Und was haben MLP ETFs wie der von Invesco (WKN: A1T96S) damit zu tun? Pepsi (WKN: 851995) und Coke (WKN: 850663) leiden unter Sparsamkeit & Gesundheitsbewusstsein. Die Lichtblicke: 4% Dividende bei Pepsi. High-Performer-Milch bei Coke. Diesen Podcast vom 12.02.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

SEMRON is pioneering the development of revolutionary 3D AI chips that pack massive computing power into a tiny silicon area without overheating. By leveraging an innovative semiconductor device that's ultra-efficient, SEMRON aims to enable the next generation of edge AI capabilities. In this episode of Category Visionaries, I sat down with Aron Kirschen, CEO and co-founder of SEMRON, to explore how they're tackling the fundamental hardware limitations holding back AI at the edge.   Topics Discussed: The development of SEMRON's novel semiconductor technology that avoids electron movement The current state of edge AI hardware and its limitations The impact of ChatGPT on the semiconductor industry Building a deep tech startup in Dresden, Germany's microelectronics hub The long-term vision for democratizing AI compute power   GTM Lessons for B2B Founders: Patience in Deep Tech: The semiconductor startup timeline requires thinking in 3-5 year horizons for go-to-market, not the typical 1-year timeline of software startups. SEMRON spent four years developing their core technology before reaching process freeze and beginning customer demonstrations. Focus on Enterprise-Scale Relationships: Rather than pursuing a broad customer base, SEMRON targets 5-6 major customers who can each generate millions in revenue. This shapes their entire go-to-market approach, emphasizing deep technical engagement over traditional marketing. Leveraging Technical Feedback Loops: SEMRON's strategy involves working directly with customer engineering teams to deploy proprietary AI models on their hardware. This creates valuable feedback loops that reshape product development based on real application needs. Strategic Location Advantages: While Dresden may not be Silicon Valley, its history as Europe's microelectronics hub provides crucial advantages for semiconductor startups - from talent to manufacturing partnerships with companies like TSMC, Infineon, and Global Foundries. Cost-Driven Innovation: True hardware revolutions happen when the driving technology becomes extremely cheap. SEMRON focuses not just on technical performance but on dramatically reducing the cost per compute to enable mass adoption of edge AI capabilities.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co  

At CES 2025, NVIDIA CEO Jensen Huang introduced Cosmos, a new AI model trained on 20 million hours of video to help machines better understand and interact with the physical world, available via Hugging Face and NVIDIA's GPU Cloud. He also urged businesses to adopt a three-computer AI system, featuring tools like Project DIGITS for AI development and the Llama Nemotron models for autonomous agents. Meanwhile, Dell announced a full rebrand, replacing familiar names like XPS and Latitude with Dell, Dell Pro, and Dell Pro Max, along with Plus and Premium tiers, aiming to attract customers seeking AI-powered PCs. Critics noted the naming is familiar, but it could help Dell appeal to new users. This and more on the Gestalt IT Rundown. Time Stamps: 0:00 - Welcome to the Rundown 1:38 - Anthropic Raising More Money 6:15 - Net Neutrality Neutralized 10:01 - GlobalFoundries and IBM Find Their New Years Resolution 14:56 - FCC Opens Lower 6GHz Band for Low Power Devices 19:54 - HashiCorp Acquisition by IBM Reviewed by UK 24:41 - Ingram Micro To End Relationship with Broadcom/VMware 28:59 - Big News from CES 29:33 - NVIDIA Cosmos Brings AI Into the Real World 43:48 - Dell to Rebrand PC Line 54:24 - The Weeks Ahead 55:26 - Thanks for Watching Hosts: Tom Hollingsworth: https://www.twitter.com/NetworkingNerd Stephen Foskett: https://www.twitter.com/SFoskett Follow Gestalt IT Website: https://www.GestaltIT.com/ Twitter: https://www.twitter.com/GestaltIT LinkedIn: https://www.linkedin.com/company/Gestalt-IT #Rundown, #CES2025, #AI, @GestaltIT, @TechFieldDay, @NVIDIA, @AMD, @IBM, @DellTech, @Broadcom, @VMware, @IngramMicroUSA, @HashiCorp, @GlobalFoundries, @TheFuturumGroup, @AnthropicAI,

Who decides what robots look like? How do robots work and move? How are they controlled? And are robots alive? We tackle all your robot questions in this episode, and we're taking a field trip to a local factory that uses hundreds of robots to help humans do their jobs. GlobalFoundries, in Essex Junction, Vermont makes microchips that go in all kinds of electronics. In fact, if your adults have a smartphone, more than likely it has a chip made at this very facility. Engineers Adrien Plouffe and Lucy White work with the robots at GlobalFoundries and answer your questions about robots, including: Why are robots made of metal? Why do people like robots? Do robots cry?Download our learning guides: PDF | Google Slide

What President-elect Donald Trump's record on environmental protections could mean for Vermont during his second presidency. Plus, Gov. Phil Scott wants to keep property taxes flat next year, Green Mountain Transit cut services on nine bus routes this week due to a budget gap, GlobalFoundries will use a $1.5 billion federal grant to expand manufacturing, rural dialysis patients are wondering about the future of their care and Upper Valley researchers are using a 3D printer to create objects out of ice.

Our 189th episode with a summary and discussion of last week's big AI news! Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: * OpenAI's acquisition of chat.com and internal shifts, including hardware lead hire and hardware model leaks, signal significant strategy pivots and challenges with model scaling and security.  * Saudi Arabia plans a $100 billion AI initiative aiming to rival UAE's tech hub, highlighting the region's escalating AI investments.  * U.S. penalties on GlobalFoundries for violating sanctions against SMIC underline ongoing challenges in enforcing AI-chip export controls.  * Anthropic collaborates with Palantir and AWS to integrate CLAWD into defense environments, marking a significant policy shift for the company. Sponsors: The Generator - An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence. The AI safety book “Uncontrollable" which is not a doomer book, but instead lays out the reasonable case for AI safety and what we can do about it. Max TEGMARK said that “Uncontrollable” is a captivating, balanced, and remarkably up-to-date book on the most important issue of our time" - find it on Amazon today! If you would like to become a sponsor for the newsletter, podcast, or both, please fill out this form. Timestamps + Links: (00:00:00) Intro / Banter (00:01:28) News Preview (00:02:10) Response to listener comments (00:05:02) Sponsor Break Tools & Apps (00:07:31) OpenAI Introduces ‘Predicted Outputs' Feature: Speeding Up GPT-4o by ~5x for Tasks like Editing Docs or Refactoring Code (00:11:55) Anthropic's Haiku 3.5 surprises experts with an “intelligence” price increase (00:17:10) Introducing FLUX1.1 [pro] Ultra and Raw Modes (00:19:11) X is testing a free version of Grok AI chatbot in select regions Applications & Business (00:21:39) OpenAI acquired Chat.com (00:23:40) Saudis Plan $100 Billion AI Powerhouse to Rival UAE Tech Hub (00:28:28) Meta's former hardware lead for Orion is joining OpenAI (00:31:38) OpenAI Accidentally Leaked Its Upcoming o1 Model to Anyone With a Certain Web Address (00:35:50) Nvidia Rides AI Wave to Pass Apple as World's Largest Company Projects & Open Source (00:37:53) ‘Unrestricted' AI group Nous Research launches first chatbot — with guardrails (00:41:48) FrontierMath: The Benchmark that Highlights AI's Limits in Mathematics (00:46:29) Hunyuan-Large: An Open-Source MoE Model with 52 Billion Activated Parameters by Tencent Research & Advancements (00:49:55) Applying “Golden Gate Claude” mechanistic interpretability techniques to protein language models. (00:58:3) Relaxed Recursive Transformers: Effective Parameter Sharing with Layer-wise LoRA (01:05:55) From Naptime to Big Sleep: Using Large Language Models To Catch Vulnerabilities In Real-World Code (01:10:22) OpenAI reportedly developing new strategies to deal with AI improvement slowdown Policy & Safety (01:19:52)  What Donald Trump's Win Means For AI (01:28:44) Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions (01:33:57) US fines GlobalFoundries for shipping chips to sanctioned Chinese firm (01:36:55) Anthropic teams up with Palantir and AWS to sell its AI to defense customers (01:39:23) Outro

De verkiezingsuitslag in de VS is nog geen 24 uur bekend, of Joe Biden is al bezig de losse eindjes aan elkaar te knopen. Met als prioriteit: uitgeven wat er nog uit te geven valt. Daarbij moet ook de 106 miljard dollar van de Chips & Science Act definitief verdeeld worden. TSMC en GlobalFoundries, twee chipmakers, zijn de eersten waar de kogel door kerk is. De twee bedrijven hadden al respectievelijk 11 miljard, en 3 miljard dollar toegezegd gekregen in subsidies en leningen. Maar er moesten nog wat randvoorwaarden besproken worden, en die gesprek zijn nu klaar. Wat precies de uitkomst van die gesprekken is, dat blijft nog in het midden. De formele aankondiging zal wel zo snel mogelijk eraan komen, zodra Biden zijn krabbel onder de contracten heeft gezet. Verder in deze Tech Update: Australië gaat sociale media verbieden voor iedereen onder de 16. Eind deze maand moet de nieuwe wet daarvoor rond zijn. Roblox grijpt eindelijk rigoureus in tegen het misbruik van minderjarigen op hun platform. Het sluit alle virtuele hangplekken af voor kinderen onder de 13 jaar.  See omnystudio.com/listener for privacy information.

Americans head to the polls and the Fed heads to its November meeting – we'll look at what matters the most to you money. Plus, how could former President Trump's proposed tariffs plans impact the retailers and the prices you pay. And, the CEO of semi giant GlobalFoundries with a look at the state of the industry and the impact of the election. 

APAC stocks were ultimately mixed with most major indices in the green after further encouraging Chinese PMI data.The RBA decision provided little surprise and the SoMP included a reduction in GDP and household consumption forecasts.US equity futures were rangebound, DXY was flat, and UST futures traded sideways as all eyes now turn to the US Presidential Election.European equity futures are indicative of an uneventful cash open with the Euro Stoxx 50 future flat after the cash market closed lower by 0.5% on Monday.Looking ahead, highlights include UK Composite/Services Final PMI, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from UK & US, Earnings from UniCredit, Ferrari, Oersted, Fresenius Medical Care, Hugo Boss, Zalando, Deutsche Post, Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed and trading tentatively on either side of the unchanged mark; US futures are incrementally firmer/flat.Dollar is slightly softer on US election day, Antipodeans benefit from constructive Chinese PMIs and Aussie was fairly unreactive to an unsurprising hold at the RBA.USTs are essentially unchanged, Bunds are pressured alongside Gilts; the latter was weighed on by its 2034 auction.Upward bias across industrials amid geopolitics and encouraging Chinese PMI data.Looking ahead, US International Trade, Canadian Exports/Imports, US ISM Services, NZ HLFS Jobs, BoC Minutes, BoJ Minutes, US Election, Speakers including ECB President Lagarde & Schnabel, Supply from the US, Earnings from Emerson Electric Co, Super Micro Computer & Global Foundries.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Die Wall Street steht ganz im Zeichen der heutigen Wahlen. Wer das Rennen machen wird, bleibt weiterhin offen. Vorausgesetzt der Vorsprung ist ausreichend, sollten wir erst in den frühen New Yorker Stunden des Mittwochs ein finales Ergebnis haben. Wer den Senat dominieren wird, dürften ebenfalls recht zügig stattfinden. Was das Repräsentantenhaus betrifft, dürfte das finale Ergebnis einige Tage dauern. Was die seit dem Closing gemeldeten Ergebnisse betrifft, fallen die meisten Zahlen an der ein oder anderen Stelle enttäuschend aus. Die Aktien von Palantir Technologies können von den robusten Zahlen und Aussichten deutlich profitieren. Auch bei GlobalFoundries geht es bergauf. Cirrus Logic, Lattice Semiconductor, NXP Semiconductor, Yum Brands und Wynn Resorts enttäuschen. Das Hon Hai flaue Oktober-Umsätze meldet, könnte die Sorge vor einer flauer iPhone-Nachfrage erneut anfachen. Boeing profitiert von der Beilegung des seit sieben Wochen andauernden Streiks der Maschinisten. Die Gewerkschaft hat dem neuen Tarifvertrag zugestimmt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Wall Street steht ganz im Zeichen der heutigen Wahlen. Wer das Rennen machen wird, bleibt weiterhin offen. Vorausgesetzt der Vorsprung ist ausreichend, sollten wir erst in den frühen New Yorker Stunden des Mittwochs ein finales Ergebnis haben. Wer den Senat dominieren wird, dürften ebenfalls recht zügig stattfinden. Was das Repräsentantenhaus betrifft, dürfte das finale Ergebnis einige Tage dauern. Was die seit dem Closing gemeldeten Ergebnisse betrifft, fallen die meisten Zahlen an der ein oder anderen Stelle enttäuschend aus. Die Aktien von Palantir Technologies können von den robusten Zahlen und Aussichten deutlich profitieren. Auch bei GlobalFoundries geht es bergauf. Cirrus Logic, Lattice Semiconductor, NXP Semiconductor, Yum Brands und Wynn Resorts enttäuschen. Das Hon Hai flaue Oktober-Umsätze meldet, könnte die Sorge vor einer flauer iPhone-Nachfrage erneut anfachen. Boeing profitiert von der Beilegung des seit sieben Wochen andauernden Streiks der Maschinisten. Die Gewerkschaft hat dem neuen Tarifvertrag zugestimmt.

+++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. Die Woche beginnt an der Wall Street uneinheitlich. Neben den US-Wahlen am Dienstag, steht die Tagung der FED im Fokus. Die Leitzinsen dürften am Donnerstag um 25 Basispunkte gesenkt werden. Was den Wahlausgang betrifft, herrscht weiterhin Unklarheit. Bei dem Wettmarkt PredictIt.org liegt seit dem Wochenende Harris nun knapp vor Trump. Die Berichtssaison ist zu knapp 70 Prozent durch, wobei es diese Woche noch einige Highlights gibt. Neben ARM Holdings melden vor dem Wochenende Airbnb, Block, Fortinet, Global Foundries, Palantir und Qualcomm. Berkshire Hathaway verfehlt die Ertragsziele, belastet durch hohe Katastrophen-Verluste im Versicherungssegment. Die Investmentgesellschaft von Warren Buffett hat erstmals seit dem zweiten Quartal 2018 keine einzige Aktie von Berkshire Hathaway zurückgekauft. Barmittel wurden zudem im Vergleich zum letzten Quartal um rund $50 Mrd. auf $325 Mrd. ausgeweitet. Während des Quartals wurde der Anteil an Apple um 25 Prozent oder um 100 Mio. auf 300 Mio. Aktien gesenkt. Außerdem steht nun fest, dass Intel im Dow Jones Index durch NVIDIA ersetzt wird. DOW Inc. wird durch Sherwin Williams ersetzt.

EvénementsÉvénement Teratec chez IBM le 5 septembre sur les questions de scalabilité (slides et vidéos).Pot de départ de Neil Abroug du SGPI le 23 septembre. Passage de relai à Loic Le Loarer qui a pris sa succession.IEEE Quantum Week à Montréal (lien).QuantumTech Europe à Londres le 24 septembre (agenda) European Champions Alliance à Amsterdam le 26 septembre (lien). Citation sur le panel à Lindau : https://cacm.acm.org/news/nobel-laureates-consider-the-state-of-quantum-computing/ À venirLes QuantAlps Days où nous serons qui sont l'occasion de découvrir les travaux scientifiques récents réalisés à Grenoble (programme).La journée Minalogic où nous intervenons tous les deux à Lyon (programme).Séminaire du projet AQADOC qui associe EDF et Welinq le 3 octobre à Paris (lien).Munich Quantum Software Forum les 24 et 25 octobre où je serais (lien)Quantum + AI à NY Les 29-30 octobre (lien).Les deux journées GDR TEQ à Jussieu les 13 au 15 novembre qui font le point de la recherche quantique au CNRS et avec des invités étrangers (lien).Les deux journées Teratec sur les algorithmes et les capteurs quantiques chez EDF à Palaiseau les 13 et 14 novembre (lien).Le livre : Sortie de la 7ième édition de Understanding Quantum Technologies. 1554 pages. Organisé en cinq volumes.  (lien). France Quandela qui inaugurait sa filiale au Canadahttps://www.quandela.com/news-press-release-quandela-canada-subsidiary/ Kwan-TekLa société bretonne spécialisée dans les capteurs quantiques à base de NV centers Kwan-Tek levait 1.2M€ (lien). Prix pour Silvano de Franceschi du CEA-IRIG Il obtenait le prix Friedel-Volterra en Italie (lien). International Roadmap Quantinuum et papiers avec Microsoft En septembre, toujours avec l'aide de Microsoft, Quantinuum mettait en œuvre 12 qubits logiques avec 56 qubits physiques et créait des états intriqués GHZ logiques de 4, 8 et 12 qubit. Demonstration of quantum computation and error correction with a tesseract code by Ben W. Reichardt, Krysta M. Svore, Matt Zanner et al, Microsoft and Quantinuum, arXiv, September 2024 (12 pages). Simultanément, avec Microsoft, Quantinuum mettait en œuvre une simulation chimique de bout en bout à l'aide de deux de leurs qubits logiques.  End-to-End Quantum Simulation of a Chemical System by Wim van Dam, Krysta Svore, Matthias Troyer et al, Microsoft, arXiv, September 2024 (15 pages). En septembre 2024, Quantinuum mettait à jour sa feuille de route. Ils prévoient d'assembler des milliers de qubits physiques et des centaines de qubits logiques d'ici 2030 avec des taux d'erreur inférieurs à 10-6. Quantinuum accelerates the path to Universal Fault-Tolerant Quantum Computing; supports Microsoft's AI and quantum-powered compute platform and “the path to a Quantum Supercomputer” by Quantinuum, September 2024. Nord QuantiqueNord Quantique publiait un blueprint pour créer une architecture FTQC (mais pas une roadmap à proprement parler).  Hardware-Efficient Fault Tolerant Quantum Computing with Bosonic Grid States in Superconducting Circuits by Marc-Antoine Lemonde, Philippe St-Jean et al, Nord Quantique, arXiv, September 2024 (17 pages).  Amazon sort du bois avec ses cat-qubitsAmazon publiait des résultats concernant une puce comprenant 5 cat-qubits et 4 transmons classiques utilisés comme qubits auxiliaires pour la correction d'erreurs.  Hardware-efficient quantum error correction using concatenated bosonic qubits by Harald Putterman, Fernando G.S.L. Brandão, Oskar Painter et al, AWS, arXiv, September 2024 (60 pages). Google revient à la chargeLes chercheurs de Google proposaient un moyen efficace de mettre en œuvre la magic state distillation, rebaptisée « magic state cultivation » d'états magiques pour créer des portes T logiques et avec moins de qubits physiques.  Magic state cultivation: growing T states as cheap as CNOT gates by Craig Gidney, Noah Shutty, and Cody Jones, Google, arXiv, September 2024 (33 pages). QSolidCe projet en Allemagne vise à créer 10 qubits supraconducteurs et 30 en 2026. Avec 73M€ de financement. Ils travaillent aussi sur de la cryoélectronique cryo-CMOS avec des puces fabriquées à Dresde par Global Foundries.  Quantum Source Levée de fond en Israël de $50M pour cette startup qui travaille sur des clusters states de qubits photons générés par des atomes de rubidium (source). AustralieCommission d'enquête sur l'investissement dans PsiQuantum, initialisée par l'opposition au gouvernement travailliste.Investigation into the investment in PsiQuantum announced by the Australian and Queensland governments, August 2024. AutresTurning Water...

Doug Merrill is Regional Innovation Officer for UVM in Burlington, VT. Doug is leading the charge for the Vermont GaN Tech Hub, a regional reshoring initiative spurred on by the CHIPs legislation. Doug joined the Innova802 team to discuss the project's progress and its potential impact to the regional economy. We also talked about what's so fab about gallium nitride microprocessing chips. From a rural development perspective the state of Vermont is eager for this reshoring of technology-based manufacturing and research to benefit more than just Chittenden County.  This decentralization of economic benefit is something many of your rural communities are facing where you live and work. Many top technology providers were mentioned in our podcast including Global Foundries. Innova802 is a series of SMG's 'Are We Here Yet?' podcast.  We're delivering solutions-based audio content on rural development of tech and tech-enabled companies.  We bring you useful stories with a Vermont perspective to bring to your town.  

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Marvell Structera To Solve Memory Challenges For Cloud Providers https://www.marvell.com/company/newsroom/marvell-introduces-breakthrough-structera-cxl-product-line-to-address-server-memory-bandwidth-and-capacity-challenges-in-cloud-data-centers.html   GlobalFoundries Q2FY24 Earnings https://twitter.com/PatrickMoorhead/status/1820962443918492060 https://twitter.com/danielnewmanUV/status/1820839889811677610 https://twitter.com/danielnewmanUV/status/1820843295045550493 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2024-financial-results   Google Deemed A Monopoly In DOJ Ruling https://twitter.com/PatrickMoorhead/status/1820572688047546408 https://www.washingtonpost.com/technology/2024/08/05/doj-google-monopoly-trial-judgment/   CrowdStrike Aftermath: Microsoft Fires Back At Delta https://twitter.com/danielnewmanUV/status/1820860195368513754 https://twitter.com/PatrickMoorhead/status/1820870312805732660 https://abcnews.go.com/US/wireStory/microsoft-hits-back-delta-after-airline-months-tech-112626967#:~:text=Microsoft%20is%20joining%20cybersecurity%20software,a%20technology%20outage%20last%20month.   New Intel SVP & GM Provides Foundry Updates https://twitter.com/danielnewmanUV/status/1820943625196597424 https://twitter.com/PatrickMoorhead/status/1820934976604377589   OpenAI Revolving Door Of Founders & Executives https://twitter.com/danielnewmanUV/status/1820630985844609048 https://twitter.com/danielnewmanUV/status/1820630323488776667   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Morgan Brennan and Mike Santoli tackle today's biggest Money Movers from the floor of the New York Stock Exchange. 

In this week's episode Nick talks to Americo LemosAmerico Lemos joined IQE in January 2022, bringing with him extensive experience from his previous role on the executive team at GlobalFoundries, a leading semiconductor design and manufacturing company headquartered in New York. At GlobalFoundries, he served as the Senior Vice President of Business Development for Asia Pacific and China Country President, where he focused on enhancing the company's efficiency and growth in these vital regions. Prior to this, Lemos was the Senior Vice President at Qualcomm, overseeing its data center business. His career also includes a tenure as Vice President of Platform Engineering at Intel, where he led strategic partnerships with Chinese semiconductor companies from 2009 to 2015. Additionally, he has held senior positions at Texas Instruments, Quanta Computer in Taiwan, and Skyworks. Nick and Americo discuss his career and a deep dive intto the world of compound semi conductors.Americo's book choice was: Good To Great by Jim Collinshttps://www.wob.com/en-gb/books/jim-collins/good-to-great/9780712676090This content is issued by Zeus Capital Limited (“Zeus”) (Incorporated in England & Wales No. 4417845), which is authorised and regulated in the United Kingdom by the Financial Conduct Authority (“FCA”) for designated investment business, (Reg No. 224621) and is a member firm of the London Stock Exchange. This content is for information purposes only and neither the information contained, nor the opinions expressed within, constitute or are to be construed as an offer or a solicitation of an offer to buy or sell the securities or other instruments mentioned in it. Zeus shall not be liable for any direct or indirect damages, including lost profits arising in any way from the information contained in this material. This material is for the use of intended recipients only.

De 2013 à 2020, la PlayStation 4 a connu un succès fulgurant, propulsant Sony vers de nouveaux sommets. Malgré des difficultés rencontrées lors de la septième génération de consoles, le fabricant japonais a finalement redressé la barre, écoulant plus de 117 millions de PS4. Ce triomphe a non seulement fait la fierté de Sony, mais a également sauvé AMD, évitant ainsi que l'entreprise ne sombre dans l'oubli.Les années 2000 à 2010 furent particulièrement éprouvantes pour AMD. La récession économique de 2008 a durement frappé de nombreux secteurs, et AMD a souffert plus que son rival Intel, qui a rapidement rebondi grâce à des produits phares comme Merom et Conroe. AMD, quant à lui, peinait à rivaliser avec la série de processeurs Core d'Intel et supportait encore le coût de l'acquisition d'ATI en 2006. Un ingénieur d'AMD a récemment révélé que le lancement de la PlayStation 4 en 2013 a été « l'un des plus réussis de l'histoire de l'entreprise », évitant une possible faillite pour le fabricant américain de semi-conducteurs.Pour survivre, AMD a dû vendre certaines de ses propriétés intellectuelles et divisions, notamment Imageon (devenu Adreno, le cœur des processeurs graphiques Snapdragon de Qualcomm) et ses fonderies regroupées sous GlobalFoundries. Phil Park, ingénieur chez AMD, a indiqué que de nombreux employés ont vu leur salaire diminuer pour aider l'entreprise à surmonter ses difficultés financières. Le redressement a commencé en 2011 avec l'architecture Bobcat, destinée aux netbooks et processeurs basse consommation.Le véritable tournant est survenu en 2013, lorsque Sony et Microsoft ont choisi d'équiper leurs consoles PlayStation 4 et Xbox One du processeur Jaguar d'AMD. Le succès commercial de la PS4 a permis à AMD de stabiliser ses revenus et d'éviter la faillite. Grâce à ce succès, AMD a pu se relancer, notamment avec les architectures Zen et RDNA, qui alimentent aujourd'hui les PlayStation 5 et Xbox Series X|S. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Every day around the world, engineers get dressed to go to work. But due to a variety of appearance-based biases, picking out what to wear can be complicated for some women in STEM. Dr. Lindarti Purwaningsih, principal process engineer, integration engineering at GlobalFoundries, delves into the societal norms, biases, and personal experiences that shape the way women engineers dress in the workplace in this episode of Diverse. Drawing from her popular talk at WE Local Munich, Purwaningsih explores how dressing authentically can empower women in engineering and how organizations and leaders can foster a more inclusive workplace environment for all.

Podcast host Reese Tisdale talks with Bluefield Analyst Amber Walsh to get the low down on top takeaways from Q2 industrial water analysis. Industrial water markets are seeing a lot of change—from rising demand for data, the energy transition, and a focus on corporate sustainability strategies. In this discussion, Bluefield's water experts share their insights on three hot industries making waves in industrial water management + corporate sustainability, highlighting key water events and trends impacting they way in which companies respond to and address water management challenges and opportunities. Discussed in the podcast: 1. Bluefield keeps a close eye on government funding in the semiconductor manufacturing industry because of all the capital going towards Greenfield development—and with that comes water management spend and innovative solutions (i.e., reuse) especially in areas of water stress. In Q1, there were questions around the status of government funds from the U.S. CHIPS Act and market challenges. Q2 analysis shows the slow roll out of funds to semiconductor manufacturers GlobalFoundries, TSMC, Micron, Intel, and Samsung. What is the status of the funds and how are these companies responding? 2. In the hydrogen space, although still in early development, we are seeing significant investment being poured into green hydrogen. As Bluefield follows the money, we are expecting this to drive water management opportunities. As water is a key input in hydrogen production—and nearly 2,000 projects have been announced worldwide—Bluefield is estimating US$26.3 billion to be spent on water management in this sector through 2030. 3. Bluefield is tracking several trends in the food & beverage industry. Wastewater treatment remains a large area of spend for these facilities, increasingly stringent discharge regulations are pushing for advanced treatment. What is the impact of municipal surcharges for treatment that can range from a couple thousand dollars annually to millions? And how are companies dealing with higher operational costs and commodity prices? 4. Let's not forget about corporate sustainability. What is the reality of corporate sustainability in industrial water? Is it a driving factor in corporate water management decisions? Companies have largely been motivated to set water reduction targets and disclose water use. But what does this mean and is the goal actually meaningful? How do 'replenishment projects' work and what are attractive 'sustainable' business models (i.e., Water-as-a-service, operation management contracts). If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis The Hydrogen Economy: Water Demands, Management Strategies, and Global Forecasts, 2024–2030 Water for Food & Beverage: Market Trends and Forecasts, 2024–2030 Water for Semiconductors: Market Trends and Forecasts, 2023–2030 Corporate Sustainability: Water Management Targets and Goals

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über Powells Eingeständnis, dicke Gewinne in der zweiten Reihe und einen Underdog im Aufwind. Außerdem geht es um Delivery Hero, Nagarro, Deutsche Pfandbriefbank, Verbio, Eckert & Ziegler, Brenntag, Rheinmetall, Bayer, Idexx Laboratories, Global Foundries, Tesla, Gamestop, AMC Entertainment, Bed Bath & Beyond, Lucid Group, Infinera Corporation, MP Materials, Sunpower, Maxeon Solar, Plug Power, Beyond Meat, Hertz Global, Enovix, Ginkgo Bioworks, Biontech und Sanofi. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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. 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB https://x.com/PatrickMoorhead/status/1785780919111942486 https://x.com/PatrickMoorhead/status/1785431080146989100 https://x.com/PatrickMoorhead/status/1783635930894782641   Intel, Qualcomm, and Huawei Licenses https://twitter.com/danielnewmanUV/status/1788206137030123565 https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4   Arm Q4 FY24 Earnings https://twitter.com/PatrickMoorhead/status/1788320613268169075 https://twitter.com/danielnewmanUV/status/1788307911560896740 https://investors.arm.com/financials/quarterly-annual-results   GlobalFoundries Q1/24 Earnings https://x.com/PatrickMoorhead/status/1788666648364196204 https://twitter.com/danielnewmanUV/status/1787852243485737438 https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results   Apple iPad Event, M4, and Crush Ad https://twitter.com/PatrickMoorhead/status/1788232540014485719 https://twitter.com/PatrickMoorhead/status/1787924179305775113 https://twitter.com/PatrickMoorhead/status/1787872625584451675 https://twitter.com/anshelsag/status/1787853937191919786 https://twitter.com/danielnewmanUV/status/1788038241947718113 https://twitter.com/danielnewmanUV/status/1787888079027490939 https://twitter.com/danielnewmanUV/status/1787874439620911493 https://twitter.com/danielnewmanUV/status/1787645269766738082 https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html   Visit to Solidigm HQ - State of Storage for AI https://twitter.com/PatrickMoorhead/status/1787587203889066087 https://twitter.com/danielnewmanUV/status/1787584537993814352   ServiceNow Knowledge 2024 https://twitter.com/PatrickMoorhead/status/1788377708428251536 https://twitter.com/PatrickMoorhead/status/1788261884707348781 https://twitter.com/PatrickMoorhead/status/1788253247075229755 https://twitter.com/PatrickMoorhead/status/1787947668356165751 https://twitter.com/PatrickMoorhead/status/1787890800812245053 https://twitter.com/PatrickMoorhead/status/1787888259370283299 https://twitter.com/PatrickMoorhead/status/1787879440485318790 https://twitter.com/PatrickMoorhead/status/1787877672951128380 https://twitter.com/danielnewmanUV/status/1787893020928713062 https://twitter.com/danielnewmanUV/status/1787878111465590840   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Unterstützung für Zalando und AboutYou, den Infineon-Xiaomi-Pakt und die wahren Gewinner und Verlierer seit dem KI-Urknall. Außerdem geht es um Palantir, Nvidia, Broadcom, AMD, Intel, Global Foundries, Alphabet, Microsoft, Meta, Amazon, Tesla, SAP, Crowdstrike, Booking, Duolingo, RELX, Wolters Kluwer, Pearson, Apple, Accenture, Chegg, Coursera, Teleperformance, Fiverr, Xtrackers Artificial Intelligence and Big Data (WKN: A2N6LC), Moderna, iShares Core MSCI World ETF (WKN: A0RPWH), iShares MSCI World ESG Screened ETF (WKN: A2N6TD), iShares MSCI World SRI ETF (WKN: A2DVB9). Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" 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.) 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Unlock the secrets behind Global Foundries' ascent to semiconductor supremacy and find out how a colossal $1.5 billion boost from the US CHIPS Act is setting the stage for technological innovation. Our guests, John Carulli, Ken Butler, and Shinji Hioki, join us from the frontlines of chip manufacturing to share their expertise on what it takes to be a pure-play foundry in today's competitive market. John holds 7 US Patents. He has over 50 publications in the areas of reliability, test, and process development. He is co-recipient of two Best Paper Awards and two Best Paper Nominations working in close collaboration with university partners. John serves on the organizing or program committees of several conferences including the International Test Conference, VLSI Test Symposium, and European Test Symposium. He is a Senior Member of IEEE. His research interests include product reliability, outlier analysis, machine learning, performance modeling, logic diagnosis, and security.Ken Butler is a Senior Director of Business Development in the Advantest Cloud Solutions (ACS) data analytics platform group at Advantest.  Prior to that, he worked for more than 36 years at Texas Instruments in DFT and test generation, semiconductor reliability, analog product and test engineering, and data analytics.  Ken has a BS from Oklahoma State University and an MS and PhD from the University of Texas at Austin, all in electrical engineering.  He is a Fellow of the IEEE, a Golden Core member of the IEEE Computer Society, and a Senior Member of the ACM.Shinji Hioki joined Advantest ACS in 2022, focusing on developing the ACS business in Japan. Prior to Advantest, he served as the ASIC Commodity Manager / Technologist at Tektronix for over five years, where he managed foundries and OSATs for ASIC production. Before his time at Tektronix, Shinji had a substantial 31-year tenure at Intel, where he held various roles in the Quality & Reliability organization, spanning development, high-volume manufacturing production, and supply chain management In this vibrant episode we track the transformation of silicon wafer dreams into the tangible powerhouse chips that energize our daily devices, dissecting the interplay of design, production, and the crucial customer relationships that drive the industry forward.Feel the pulse of the semiconductor world as we tackle the elephant in the room: the pressures of Moore's law and the herculean task of safeguarding tech's most sensitive data. This episode is a call to arms for more transparent collaborations between foundries, assembly, and test operations, with an eye on the future where open data flow might just be the magic ingredient for enhanced yield management and efficiency.As we wrap up our journey, we turn our attention to the fertile minds of tomorrow's tech leaders. We discuss how acts like the CHIPS Act and mainstream conversations about semiconductors are sparking interest among the youth, encouraging them to pursue careers in this electrifying field. Our conversation weaves through the importance of engaging storytelling in tech education, making semiconductor testing and assembly as thrilling as time travel adventures for the next generation. Thanks for tuning in to "Advantest Talks Semi"! If you enjoyed this episode, we'd love to hear from you! Please take a moment to leave a rating on Apple Podcast. Your feedback helps us improve and reach new listeners. Don't forget to subscribe and share with your friends. We appreciate your support!

Dan is joined by Vikas Gupta, senior director of product management at GlobalFoundries focused on Silicon Photonics and ancillary technologies. Vikas has close to 30 years of semiconductor experience with TI, Xilinx, AMD, GlobalFoundries, POET Technologies, and back to GlobalFoundries. Vikas discusses the growing demands… Read More

The company will use the cash to bolster semiconductor production for the automotive, aerospace and AI industries. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden's upcoming State of the Union, and former President Trump's days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House's program to bolster jobs and chips in the US. Plus, crude prices and bitcoin prices are on the rise.  Lael Brainard - 10:46Mike Allen - 21:09 In this episode: Mike Allen, @mikeallenJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

It's another earnings bonanza after the bell rings for overtime with Palo Alto Networks, Diamondback Energy, Chesapeake Energy, Caesars and Toll Brothers all reporting. We have you covered with the numbers and analysis. Vital Knowledge's Adam Crisfulli on what he makes of earnings season so far while Morgan Stanley's Lisa Shalett on her favorite sectors and emerging markets. Former Palo Alto CEO Lane Bess on what he makes of the company's latest earnings. Globalfoundries CEO Thomas Caulfield on his company's allocation from the CHIPS Act. Zelman & Associates Co-Founder Ivy Zelman makes sense of the housing market as investors wait on the Fed. 

A) Three Things You Need to Know$400 Trump SneakersBillions To ChipsBitcoin ETFs Over $2 BillionB) Occupational Kidney StonesC) PIPS POTDTrade while you sleep and across time zones with Arbitrage Trade AssistVisit arbitragetrade.com NFA. We offer a Service at ArbitrageTrade.com#News, #FinancialNews, #Trump, #ChipsAndScienceAct, #GlobalFoundries, #Bitcoin, #BlackRock, #LarryFinkSupport this show http://supporter.acast.com/arbitrage. Hosted on Acast. See acast.com/privacy for more information.

The UK moves another step closer to banning phones in schools, GlobalFoundries secures $1.5 billion in CHIPS Act funding for a US expansion, and the EU opens a wide-ranging probe into TikTok. It's Tuesday, February 20th and this is Engadget News. Learn more about your ad choices. Visit megaphone.fm/adchoices

AP correspondent Jackie Quinn reports on the federal government increasing its investment in U.S. computer chip production.

A red day across the board during the session but an official earnings bonanza after the bell with Airbnb, Lyft, Instacart, Robinhood, MGM, Zillow and IAC reporting. We have the numbers and analysis on all of them, including with top analysts Mark Mahaney, Evercore ISI, and Dan Dolev, Mizuho. Bret Taylor on his new AI company and the latest at OpenAI. Plus, Vital Knowledge's Adam Crisafulli on today's selling and Globalfoundries CEO Thomas Caulfield on the environment for chips and his company's latest earnings report. 

The S&P 500 closed at a 52-week high as the first day of December carried over strength from November. Jefferies' David Zervos and 3Fourteen's Warren Pies break down the market action. Morgan is at the Reagan National Defense Forum and sits down with Palantir CTO Shyam Sankar on how the company is using AI to win clients and GlobalFoundries CEO Thomas Caulfield on global chip supply chain and its impact on geopolitical tensions. Our Angelica Peebles on Pfizer's worst day in two years. talks the company's clients and AIP Bootcamp. Plus, Samsara CEO Sanjit Biswas on strong earnings and bringing efficiencies to transport companies. 

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   GlobalFoundries Q3 Earnings https://twitter.com/danielnewmanUV/status/1722186242580959535 https://investors.gf.com/   Arm Q2 Earnings https://twitter.com/PatrickMoorhead/status/1722359864687571090 https://twitter.com/danielnewmanUV/status/1722365154254266685 https://www.cnbc.com/2023/11/08/arm-earnings-report-q2-2024.html   OpenAI Announcements https://twitter.com/PatrickMoorhead/status/1721722266273067366   IBM AI and Research Day https://twitter.com/PatrickMoorhead/status/1722703728891822533 https://twitter.com/PatrickMoorhead/status/1722630297064554981 https://twitter.com/PatrickMoorhead/status/1722625645803667496 https://twitter.com/PatrickMoorhead/status/1722619472501256679 https://twitter.com/danielnewmanUV/status/1722645843700752853 https://twitter.com/danielnewmanUV/status/1722618130856603762   VMWare / IBM / OpenShift https://news.vmware.com/releases/vmware-explore-2023-barcelona-ibm-watsonx-private-ai   Synopsys RISC-V IP https://news.synopsys.com/2023-11-07-Synopsys-Expands-Its-ARC-Processor-IP-Portfolio-with-New-RISC-V-Family https://www.synopsys.com/glossary/what-is-risc-v.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape. Tiernan Ray is one of the technology industry's best reporters. He's covered the tech space for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com. Publicly-traded companies mentioned in this podcast include AMD, Apple, Applied Materials, ARM Holdings, Axcelis Technologies, CheckPoint Software, Cisco Systems, D-Wave Systems, Dynatrace, Fortinet, Global Foundries, Infineon, Intel, Lucid Motors, New Relic, ON Semiconductor, Palo Alto Networks, Rigetti, Rivian, Samsung, Softbank, Splunk, ST Microelectronics, Taiwan Semiconductor, Texas Instruments, Tesla, Wolfspeed, and ZScaler. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing has recently published interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox. This episode of our 7investing podcast is supported by our affiliate partner Koyfin. Koyfin's financial dashboards are empowering individual investors to make better-informed decisions. Through our partner program with Koyfin, they have prepared a special pricing offer exclusively for 7investing's podcast listeners. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

Space is the ultimate extreme environment. The extreme temperatures, vacuum of space, and radiation variability can easily cause electronics to stop functioning and fail. In space your microchips can never fail since there's no replacing it once you're in orbit. That's why it's critical for these chips to be reliable, secure, and able to withstand the harsh environments of space. We are honored to have Dr. Deniz Civay on the podcast, who is the Harsh Environment Battleground Owner of Aerospace and Defense at Global Foundries, a semiconductor company. Deniz shares her #STEM #originstory and we discuss her path from #artist to #Satellites to Battleground owner at Global Foundries! Available NOW on @spotifypodcasts & @applepodcasts - live on #youtube at 3PM ET. Please like, share, and subscribe!  More topics from this episode:

It looked like it would be a major negative session for the market but stocks staged a midday turnaround and closed well off the lows. G Squared's  Victoria Greene and Northwestern Mututal's Brent Schutte break down the market action. Earnings from Lyft, Take-Two, Super Micro, Rivian and Twilio. GlobalFoundries CEO Thomas Caulfield talks his company's latest quarterly numbers, why its guidance disappointed and the state of the global supply chain. Silverstein Properties CEO Marty Burger on the banking sector anxiety. Recursion CEO Chris Gibson talks earnings.  

Almost everything electronic is powered by chips. But the global semiconductor industry has been beset by the Covid pandemic, conflict, and economic slowdown. Despite the challenges, it's set to become a trillion-dollar industry by 2030. Alex Bell takes an exclusive look inside one of Europe's biggest chip manufacturing factories - GlobalFoundries' plant in Dresden, Germany - to find out how chipmakers are preparing for the future. Presenter / producer: Alex Bell (Picture: The GlobalFoundries plant in Dresden, Germany. Credit: Getty Images.)

From the BBC World Service: In a special programme from Dresden in east Germany, we hear from one European green tech company – Solarwatt – who are calling for the EU to give the industry similar tax breaks and financial incentives to those introduced by President Biden in the U.S.. We also talk to the semi-conductor manufacturer Global Foundries about how to keep the supply chain secure, amid concerns about China’s data collection.

From the BBC World Service: In a special programme from Dresden in east Germany, we hear from one European green tech company – Solarwatt – who are calling for the EU to give the industry similar tax breaks and financial incentives to those introduced by President Biden in the U.S.. We also talk to the semi-conductor manufacturer Global Foundries about how to keep the supply chain secure, amid concerns about China’s data collection.