Podcasts about google alphabet

C'est le dernier épisode de "IA de l'actu" pour cette année 2025, et on termine sur les chapeaux de roues !

In this episode, Scott Becker highlights why Alphabet stands out as the 2025 company of the year, pointing to its resilience in AI, soaring stock performance, and more.

In this episode, Scott Becker highlights why Alphabet stands out as the 2025 company of the year, pointing to its resilience in AI, soaring stock performance, and more.

I det här avsnittet bjuder vi på lite spaningar från Stora Aktiedagen i Kosta som Aktiespararna Kalmar/Nybro/Öland anordnade under veckan samt aktierna som våra kunder favoriserade under månaden. Dessutom pratar vi om skillnaden på en GPU och en TPU som Google (Alphabet) tillverkar och som nu befinner sig i strålkastarljuset.Delikat lyssning på dig,Nicklas & VictorDe pengar som placeras kan både öka och minska i värde och det är inte säkert att du får tillbaka hela det insatta kapitalet. Historisk avkastning är ingen garanti för framtida avkastning. Hosted on Acast. See acast.com/privacy for more information.

The media narrative on Google (Alphabet) has flip-flopped again. Suddenly, Google TPUs are "killing" Nvidia, Gemini 3 is here, and the stock is soaring. But is AI dominance really the reason Google stock has doubled since April?In this episode, we dig past the headlines to uncover the real catalyst behind Google's recent stock performance—and it has less to do with the TPU vs. GPU debate and more to do with the clearing fog around major antitrust cases regarding Chrome and Android.We also break down Alphabet's massive $56B R&D spend, their aggressive AI data center CapEx, and why their impressive per-share profit growth makes them a potential "soft hedge" against Nvidia in your semiconductor portfolio. Plus, we touch on why Broadcom remains a key beneficiary of Google's custom silicon build-out.#GoogleStock #Alphabet #Nvidia #TPU #SemiConductors #ChipStockInvestor #AI #Antitrust #BroadcomJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters[00:00] The Media Flip-Flop on Google AI[01:00] Google's Profitability: EPS & Free Cash Flow Growth[02:22] The Real Catalyst: Antitrust Updates (Chrome & Android)[04:45] Analyzing the $56B R&D Budget: Money Well Spent?[06:20] Google as a "Soft Hedge" for Nvidia & Broadcom's Role[06:50] Conclusion & Upcoming Semis ReportsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Nick and Kasey own shares of Alphabet, Nvidia, Broadcom, Meta, Amazon

Welcome back to the VRA Investing Podcast with your host, Kip Herriage! In today's episode, Kip Herriage dives into the latest market action and unpacks the volatility that kicked off the week. He shares timeless investing wisdom from his first mentor—like why you should never sell on a Monday—and analyzes the intriguing rally patterns we've seen, even on days when the market seemed ready to sink. Kip breaks down Warren Buffett's headline-making SEC filing, revealing Buffett's substantial new stake in Google (Alphabet) and explaining why this is a major vote of confidence for tech stocks and the broader bull market. From Buffett's value investing legacy to his “weapons of mass financial destruction” warning on derivatives, Kip provides candid insights on what these moves mean for everyday investors.

En este episodio de Insights, analizamos el desempeño reciente de Google (Alphabet) y cómo sus estrategias en inteligencia artificial, Google Cloud y nuevos desarrollos tecnológicos impactan el mercado. Hablamos de los resultados financieros de la empresa, su diversificación frente a competidores como Amazon, Microsoft y Meta, y los movimientos legales que podrían afectar su futuro.Descubre por qué Google sigue siendo una de las compañías más innovadoras y cómo sus iniciativas en IA, chips propios y negocios en la nube podrían influir en tus inversiones. Además, te contamos detalles sobre su crecimiento en los últimos seis meses y el “momento Google” que está generando interés entre los inversionistas.

Les références : Se former / Agir / réagir Pétition de la Fondation des Femmes pour arrêter de réduire le budget des femmes. Chaque signature compte, c'est rapide. Documentaire Féminicides : pourquoi ? du Monde (1h30). Indispensable et d'utilité publique. Enquêtes "papier" du journal sur les fémicides de 2018 (abonné·es) StandUp contre le harcèlement de rue, qui présente la méthode des 5D en vidéos et a formé 4 millions de personnes. Right To Be : Dossiers, vidéos et ateliers en anglais pour lutter contre les violences, en anglais. Comment on s'aime ? Dossier et chat sur les relations amoureuses, amicales pour les jeunes (et adultes) : Nous toutes : formations, statistiques, ressources Féministes contre le cyberharcèlement : Que faire en cas de cyberharcèlement ou cyberviolences Site gouvernemental Arrêtons les violences (sexuelles notamment) et ses chiffres de 2022 et sa synthèse sur les morts violentes au sein du couple Proposition de loi sur le contrôle coercitif dans le couple et ses impacts si elle passe Rapport et statistiques Statistiques Ministère de l'Intérieur 2024 Homicides en France, INSEE : Le nombre de victimes d'homicide enregistrées par les services de police et de gendarmerie de 2016 à 2020 est resté relativement stable, entre 900 et 1 000 homicides par an. . Sur la même période, en dehors de ces circonstances, 30 % des homicides et féminicides ont lieu dans le cadre intrafamilial, la moitié étant des homicides conjugaux. INSEE Femmes et hommes face à la violence. Les femmes plus souvent agressées par un proche, les hommes par un inconnu Rapport VIRAGE 2020 : Femmes et hommes face à la violence, dans l'espace public, la vie professionnelle et le foyer. On y apprend par exemple que si tout le monde peut subir des violences sexuelles, elles sont différentes entre hommes et femmes. Les hommes accusent leurs collègues principalement ; les femmes sont exposées aux violences sexuelles tant des pairs, de la hiérarchie que du public. Ressources libres de droits Le Drive de Hands Away avec ses formations pour lycéen·nes et collégien·nes. Utile pour adultes aussi. Le post LinkedIn annonçant la disparition de l'association. Les données ouvertes sur les féminicides de Nous Toutes Data for good : le test de Bechdel Data for good : les cyberviolences Data for good : Egalité dans le cinéma Logiciel open source ou libre Jitsi Meet outil de visioconférence intégrant le calcul de temps de parole de chaque participant·e. Harassment Manager, application web qui permet de coller les preuves et passer à l'action quand iels sont harcelé·es Extension chrome yBully contre le cyberharcèlement sur Twitter (du coup deprecated ?) Extension chrome nsfw filter qui masque les contenus offensants Logiciels propriétaires contre les violences sexistes et sexuelles Sorority, l'application la plus aboutie et répandue. Plateforme de soutien et solidarité en cas de violences en publié ou en privé. App-Elles, application mobile solidaire d'assistance et de soutien pour les femmes victimes de violences dans l'espace public ou privé. Prévient un cercle de confiance en appuyant 4 fois sur on/off ou en débranchant le câble de son périphérique audio. Ti3rs destiné aux parents séparés. Filtre les messages insultants, permet de choisir les horaires de notifications et l'enregistrement de conversations. Mémo de vie permet de documenter les vécus et les documents Safebear intercepte les messages haineux sur vos réseaux et les stockent à part. Data for ethics, logiciel d'entreprise pour lutter contre le harcèlement Les logiciels propriétaires qui n'existent plus Hands away contre le harcèlement de rue Woman Interrupted, article sur lareclame.fr pour mesurer le nombre d'interruptions d'un homme sur une femme. Les logiciels open source de Google / Alphabet qui n'existent plus Harassment Manager, logiciel open source de Google pour limiter le harcèlement en particulier des femmes journalistes Extension chrome Tune, d'Alphabet qui masque les contenus toxiquesVous pouvez mettre un commentaire pour l'épisode. Et même mettre une note sur 5 étoiles si vous le souhaitez. Et même mettre une note sur 5 étoiles si vous le souhaitez. Il est important pour nous d'avoir vos retours car, contrairement par exemple à une conférence, nous n'avons pas un public en face de nous qui peut réagir. Pour mettre un commentaire ou une note, rendez-vous sur la page dédiée à l'épisode.Aidez-nous à mieux vous connaître et améliorer l'émission en répondant à notre questionnaire (en cinq minutes). Vos réponses à ce questionnaire sont très précieuses pour nous. De votre côté, ce questionnaire est une occasion de nous faire des retours. Pour connaître les nouvelles concernant l'émission (annonce des podcasts, des émissions à venir, ainsi que des bonus et des annonces en avant-première) inscrivez-vous à la lettre d'actus.

My first thought when I heard about Manna was that drone delivery didn't work. Just look at the tech giants Amazon and Google. In 2013, then-CEO Jeff Bezos announced on the CBS TV show 60 Minutes that Amazon was testing deliveries with drones. A year later, Google/Alphabet subsidiary Wing started up their drone work too. Yet after a decade, delivery especially in the US is still done by a guy in a truck. And nothing about that seemed to be changing anytime soon. But then I listened to Ben Thompson's interview with Manna's CEO and founder Bobby Healy. Bobby sounded like he knew the business rather well. And so, I decided to make some time to come to Dublin to do a visit. After five long years in Europe, the drone delivery industry is starting to take off. In today's video, I flew to Ireland to visit a drone delivery startup, and they answered every question I had.

My first thought when I heard about Manna was that drone delivery didn't work. Just look at the tech giants Amazon and Google. In 2013, then-CEO Jeff Bezos announced on the CBS TV show 60 Minutes that Amazon was testing deliveries with drones. A year later, Google/Alphabet subsidiary Wing started up their drone work too. Yet after a decade, delivery especially in the US is still done by a guy in a truck. And nothing about that seemed to be changing anytime soon. But then I listened to Ben Thompson's interview with Manna's CEO and founder Bobby Healy. Bobby sounded like he knew the business rather well. And so, I decided to make some time to come to Dublin to do a visit. After five long years in Europe, the drone delivery industry is starting to take off. In today's video, I flew to Ireland to visit a drone delivery startup, and they answered every question I had.

Accords commerciaux improbables, records boursiers qui tombent comme des dominos, résultats d'entreprises en mode montagnes russes… et au milieu : Donald Trump, qui vient secouer Jerome Powell en personne à la Fed. Une première depuis 20 ans.

Welcome to Sridhar's newsletter & Podcast (Click Play button for Audio version of the Post). Appreciate you being here, so we can connect weekly on interesting topics. Add your email id here to get this directly to your inbox.Do subscribe to show Minimalist Techie over Apple Or Spotify Or YouTube podcast (Click on Hyperlinks for Apple Or on Spotify Or on YouTube) or hear it over email you received through my subscription or on my website.This weekly newsletter is mostly about the article, books, videos etc. I read or watch or my views on different topics which revolves around my head during the week.Point discussed in this Podcast,Microsoft: The Quiet Giant's ResurgenceKey Growth Drivers:* Cloud Dominance with Azure * Enterprise Software Powerhouse * Strategic Acquisitions: Acquisitions like LinkedIn and, more recently, the massive acquisition of Activision Blizzard, have diversified Microsoft's revenue streams and expanded its reach into new sectors like professional networking and gaming. The gaming division, encompassing Xbox and Game Pass, is a significant part of its ecosystem.* Early AI Integration: Microsoft was quick to invest heavily in AI, particularly through its partnership with OpenAI. This foresight allowed them to rapidly integrate cutting-edge AI capabilities into their existing product suite, from Azure AI services for developers to AI-powered features in Office (like Copilot) and Windows. This early move positioned them as a leader in the generative AI race, attracting new enterprise clients eager to leverage these new tools.This consistent execution and strategic vision have been key to Microsoft's impressive stock performance and market capitalization growth over the past half-decade. They've effectively shed any lingering perceptions of being a "legacy tech" company and firmly cemented their position as an innovation leader.Google (Alphabet): AI's Grand Ambition and Search's EvolutionAI's Ascendance with Gemini:* Catching Up Fast: While some might argue Google started a bit later in the generative AI race compared to certain competitors, their speed of development and integration with Gemini AI has been truly remarkable. Gemini is now a seriously impressive large language model, and its capabilities are expanding rapidly.* Unmatched Reach for AI Integration: What gives Google an almost unfair advantage is its massive market share and user base across its core products. Think about it: Google Search, Android, Chrome, YouTube, Google Workspace – these are platforms used by billions. Integrating AI, specifically Gemini, into these widely adopted products means AI features can reach an unprecedented number of people quickly and seamlessly. This integration isn't just about search; it's about enhancing productivity in Docs, creating content in YouTube, and smart features across Android devices.The Search Conundrum and AI's Role:* Search Revenue Dominance: Google Search has historically been, and remains, the primary engine of Alphabet's revenue, primarily through advertising. The concern for some analysts has been that as users increasingly turn to AI chatbots for answers, the traditional "blue link" search model might see reduced engagement, potentially impacting ad revenue.* The AI Mode and Future of Search: However, Google isn't sitting still. They've already integrated "AI Overviews" (or "AI mode") directly into Google Search results, providing synthesized answers directly. The challenge, and the opportunity, is to evolve Search in a way that provides instant, AI-powered information while still maintaining a valuable advertising ecosystem. If Google can swiftly adapt its advertising models to this new AI-first search paradigm, their extensive reach could turn this potential threat into a massive growth driver. The rapid progress with Gemini suggests they are indeed acting quickly to address this.* Cloud Growth (Google Cloud Platform): Similar to Microsoft and Amazon, Google Cloud Platform (GCP) is a significant and growing part of Alphabet's business, competing for enterprise cloud workloads and contributing to diversification beyond advertising.So, while there are always questions around how AI will reshape traditional revenue streams, Google's aggressive AI development with Gemini and its unparalleled user base position it strongly for future innovation and monetization.Amazon: E-commerce King and Cloud PowerhouseMoving on to Amazon, a company that, like the others, continues to perform exceptionally well. Amazon is a fascinating duality: it's the undisputed king of e-commerce, but also a dominant force in cloud computing.E-commerce Resilience:* Consumer Spending: Despite economic fluctuations, Amazon's e-commerce platform continues to thrive. It benefits from habitual consumer behavior, its vast selection, competitive pricing, and unparalleled logistics network (Prime shipping being a huge draw).* Advertising Growth: Increasingly, Amazon's e-commerce platform is also a major advertising hub, allowing brands to reach consumers directly at the point of purchase. This is a high-margin business that continues to grow rapidly.Amazon Web Services (AWS) - The Profit Engine:* Cloud Market Leader: AWS remains the global leader in cloud infrastructure services. Its reliability, extensive suite of services, and deep integration with countless businesses make it incredibly sticky. AWS consistently accounts for a disproportionate share of Amazon's overall profitability, subsidizing and fueling other ventures.* AI for Enterprise: AWS is also a key player in providing AI tools and infrastructure for businesses. From foundational models to machine learning services, AWS enables countless companies to build and deploy their own AI solutions, ensuring Amazon's role in the AI revolution extends far beyond its own consumer products.New Ventures:* Logistics and Delivery Network: Amazon's continuous investment in its own logistics infrastructure gives it a massive competitive advantage, enabling faster and more reliable deliveries.* Healthcare (Amazon Pharmacy, One Medical): Amazon continues to make inroads into the healthcare sector, leveraging its logistical prowess and customer-centric approach to disrupt traditional models.* Entertainment (Prime Video, Amazon Music): These services enhance the Prime subscription value, creating a sticky ecosystem that keeps users engaged within Amazon's orbit.Amazon's strength lies in its ability to innovate and expand into new sectors while maintaining dominance in its core businesses. Its cloud services provide a robust financial backbone, allowing it to take calculated risks and continue its relentless pursuit of market expansion.Each of these companies faces unique challenges and possesses distinct advantages. But what's clear is their relentless pursuit of innovation, their massive scale, and their profound impact on how we live and work. Watching their strategies unfold, particularly in the realm of artificial intelligence and new computing paradigms, will be fascinating in the years to come.That is all for this week. See you again.Do let me know in comments or reply me over email to share what is your view on this post. So, Share, Like, subscribe whatever these days' kids say :-)Stay Connected, Share Ideas, Spread Happiness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit sridhargarikipati.substack.com

In this episode, Scott Becker unpacks Google/Alphabet's resilience amid AI disruption and market shifts.

In this episode, Scott Becker unpacks Google/Alphabet's resilience amid AI disruption and market shifts.

En el episodio de hoy de VG Daily, Valentina Orduz y Juan Manuel de los Reyes analizan las noticias más relevantes del ámbito económico, tecnológico y político. Comenzaron discutiendo las nuevas tarifas comerciales impuestas por Donald Trump, un movimiento que ha generado tensiones internacionales y posibles represalias económicas. Luego, exploraron el informe de empleo de ADP para enero de 2025, que mostró un aumento de 183,000 empleos en el sector privado, destacando el crecimiento en servicios pero con una contracción en manufactura.En el ámbito corporativo, se profundizó en los reportes financieros de Google (Alphabet), AMD y Disney. Alphabet reportó ingresos sólidos pero decepcionó con su segmento de Google Cloud, lo que provocó una caída del 7% en sus acciones. AMD, a pesar de registrar ingresos récord impulsados por su división de centros de datos, también sufrió una caída similar debido a preocupaciones sobre sus ventas futuras en inteligencia artificial. Por su parte, Disney superó las expectativas con un aumento del 35% en sus ganancias por acción gracias al éxito de películas como Moana 2, aunque enfrentó retos en sus parques temáticos domésticos debido a huracanes.Finalmente, el episodio cerró con un análisis sobre cómo estas noticias impactan los mercados globales y qué esperar en los próximos meses.

For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

For months now, Wall Street has lived on the hopes and aspirations of a new technology, Artificial Intelligence. AI promised to take these highly profitable companies to the next level. The big six were already the most valuable financial assets on the globe. Three were valued at over $3 trillion, (Nvidia, Apple, and Microsoft) two over $2 Trillion (Amazon and Google/Alphabet), and the “low priced company (Meta) at over $1 Trillion.

durée : 00:03:37 - Un monde connecté - par : Thomas Baumgartner - La bataille entre Google, dont la position est jugée ultra-dominante, et le ministère de la justice américain se poursuit. Celui-ci souhaiterait forcer Google-Alphabet à vendre le navigateur Chrome ou son système d'exploitation mobile Android. Google a répondu : non, mais on peut s'arranger…

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode dives into the largest ASX IPO in six years with DigiCo Infrastructure REIT. Discover what’s powering Broadcom’s AI-driven earnings and Costco’s retail resilience. Explore the stock surges and dips of Warner Bros. Discovery, Adobe, and Nordic Group, alongside Google blending AI and XR with it's headset partnership with Samsung. Plus, insights on Yangzijiang Shipbuilding and SATS driving the Straits Times Index. Wrap up with a cultural shift in Hong Kong’s iconic Lan Kwai Fong.See omnystudio.com/listener for privacy information.

Nach der Präsidentschaftswahl sind einige Impulse für den Umbau des eigenen Portfolios zu erwarten. Je nachdem, welche Agenda das Rennen macht, werden bestimmte Sektoren und Unternehmen einen Aufschwung erleben oder ausgebremst. Börsenreporterin Anne Schwedt listet konkrete Beispiele für Trumps-Trades und Harris-Deals auf.Anschließend ein weiteres Bilanz-Update, denn fünf der Magnificent Seven haben neue Zahlen vorgelegt. Zu hören ist, wie die Berichte von Apple, Meta, Microsoft, Amazon und Google/Alphabet zu interpretieren sind, was zwischen den Zeilen steht und was Anleger daraus machen können.Im Dax-Update steht Volkswagen im Mittelpunkt. Der taumelnde Automobilriese wird drastische Maßnahmen ergreifen, um den VW-Konzern wieder in die Spur zu bringen. Aber ist allein der Ausblick darauf Grund genug, als Anleger einzusteigen? Darauf die Antwort von Pioneer-Aktienexperte Philipp Heinrich.In der Community-Corner wird diesmal geklärt, was unter einem Wash Sale zu verstehen ist. Erster Hinweis: Es geht um Steuervorteile beim Aktienverkauf.Fragen oder Feedback? Einfach melden via E-Mail oder Sprachnachricht: finanzmarkt@mediapioneer.com ID:{5H5LzlZivDwKSd7JERzshX}

En el podcast de hoy comentamos los impresionantes resultados empresariales de Google (Alphabet) en bolsa y su repercusión en la bolsa en general. Únete al canal GRATUITO de WhatsApp: https://whatsapp.com/channel/0029VaTrH1L72WTwHEGtyr0m Sígueme en instagram: ⁠https://instagram.com/arnau_invertirbolsa⁠ Todo lo que hacemos en Boring Capital: ⁠https://boringcapital.net/⁠ Consulta nuestras rentabilidades pasadas en Boring Capital: ⁠https://boringcapital.net/informes-rentabilidad⁠ Sígueme en Twitter: ⁠https://twitter.com/ajnogues⁠ Suscríbete a nuestra newsletter: ⁠https://mailchi.mp/1a1f327fc3d5/ideas-de-swing

Send us a texthttps://youtu.be/bHvhJ79woMQTry VectorVest Risk-Free ➥➥➥ https://www.vectorvest.com/YTThis video explores the recent performance of the "Magnificent 7" stocks—Apple, Microsoft, Amazon, Google (Alphabet), Meta, Nvidia, and Tesla—that have dominated market discussions. Are these tech giants still leading the charge, or have market trends shifted? We'll dive into the factors affecting their growth, key financials, and how macroeconomic changes like interest rates, inflation, and tech innovation could impact their future. Whether you're an investor or just curious about these industry leaders, this video will provide insight into whether they remain as "magnificent" as ever.Use this link for a FREE Stock Analysis Report ➥➥➥ vectorvest.com/YTFSA

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's episode explores China's latest stimulus measures and their impact on companies like Bank of China, Caterpillar, and Las Vegas Sands. We also dive into tech developments from Google and Meta, and discuss Alphabet's recent stock performance. The conversation moves to oil prices, market highs from the S&P 500, and Accenture's AI expansion. Don't miss our "Up or Down" segment featuring European banks, H&M, and SK Hynix.See omnystudio.com/listener for privacy information.

Alphabet (Google) ultima la compra de de Wiz por 23.000 millones de dólares

Shark Week (Market Style) - Whale Gorging - Big Teeth - Big Appetites Earnings season coming up Biden staying in the race (for now) Complacency nearing a tipping point. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Shark Week - Whale Gorging - Big Teeth - Big Appetites - Earnings season coming up - Biden staying in the race - Market Moves - the inside track - NEW - ALL ABOUT BIDEN ISSSUES Market Update - Big Swings - Massive Rotation - Employment Report for June - Market Moves - the inside track - Big Box - down to a few Fed First - Fed Chairman Jerome Powell Q&A with Senate Banking Committee: The "likely next direction" of policy will be a loosening of policy; rate hike not likely Employment Reports - Private payroll growth edged lower in June, according to a report Wednesday from ADP that indicates a potential slowdown in the U.S. labor market. - Companies added 150,000 jobs for the month, below the upwardly revised 157,000 in May and the Dow Jones consensus estimate for 160,000. The total was the lowest monthly gain since January. - BLS Official saw Unemp rate tick up to 4.1% -Total nonfarm payroll employment increased by 206,000 in June - Job gains occurred in government, health care, social assistance, and construction. The Inside Track Lowdown -- People asking  me "When will this end? It is crazy!" - This week we will be treated to CPI and PPI. - As it stands, Powell made comments after the close on July 3rd that they  were not satisfied with the rate of change related to inflation.  There is more work to be done he said. But, the markets don't really care about that - they see a cut in September and December. - The general direction of the markets - or path of least resistance appears to be up. - Investors are gorging themselves on AI related names. - The big boys (and girls) of the market are taking in big money - helping to keep markets buoyed. - - It has the look and feel of great white sharks in a ravenous feeding frenzy over a rotting whale corpse. - Full Disclosure - we hold a good number of these names in our core equity allocation. Microsoft, Nvidia, SMCI, Google (Alphabet), Meta (Facebook) and several more. - Monday moves - the DJIA was up big to start the day and at the lunchtime break was in the red. The money clearly flowed out of DJIA and into the NASDAQ100 again. So, this is how it will be for a while, or until something changes. And, that may very well be the next batch of earnings through the season that begins on this coming Friday with the major financial names. Ford - Ford truck sales, which includes pickups and vans, totaled 308,920 vehicles during the period, the company's best second-quarter performance for the category since 2019, Ford said. Sales in its F-Series totaled 199,463 vehicles. - Sales of Ford electric vehicles totaled 23,957 during the second quarter, up 61%. - The automaker said its EVs, in particular the Mustang Mach-E and F-150 Lightning, are drawing new customers to the company. - Stock is stuck in a range Boeing - Boeing has agreed to plead guilty to a criminal fraud conspiracy charge and pay a fine of $243.6 million to resolve a U.S. Justice Department investigation into two 737 MAX fatal crashes, the government said in a court filing on Sunday. - The plea deal, which requires a judge's approval, would brand the planemaker a convicted felon in connection with crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people. - Smart - quick slap on the wrist and get it over with (for publicity sake) - As part of the deal, the planemaker agreed to spend at least $455 million over the next three years to...

Aaron Welch, a service-disabled veteran of the US Marine Corps (1995-1999), traded his combat boots for marketing savvy, diving into the internet marketing scene in 2001 and social media marketing in 2006. Aaron's marketing journey began somewhat accidentally with a website reviewing Houston's nightlife and eateries in 2000. Although that first venture didn't take off, it sparked a relentless passion. After relocating to Austin, Aaron quickly turned his passion into profit, boosting his first client's business by an eye-popping 500% within two months. Since those early days, he's launched numerous businesses with some hits and some misses, collaborated with behemoths like Cisco Systems, Google (Alphabet), Oracle, and CDW, and helped to grow a lengthy roster of SaaS and local service providers' businesses through digital marketing advising and services. As an adult student, Aaron earned his BA from Texas State University and an MBA from the University of Texas of the Permian Basin courtesy of the GI Bill and Hazelwood Act while working full-time. Today, Aaron channels his formidable skills into championing Veteran-Owned Businesses and Veteran Service Organizations, enhancing their digital marketing, fundraising efforts, and adding automation and AI magic to streamline operations all while being a husband, father of two daughters who have inherited his sarcasm, being an avid traveler, sports fanatic, and terrible golfer. --- Support this podcast: https://podcasters.spotify.com/pod/show/vets2pm/support

  How Big Tech Co's Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world     Notes:   Breakdown of Revenue Sources, Market Cap / CEO / Start   Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud Microsoft – gaming, services, software, devices, cloud Apple – devices, services, apps Nvidia – AI Chips, Graphic Cards, & components Tesla – EV Cars Amazon – E Commerce, cloud, services Meta / Facebook – ads, devices       Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever. The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023. Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%. "Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.   Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/       Google CEO Sundar Pinchai c 1998 Sergey Brin and Larry Page Mkt Cap $2.1 Tr   Source: https://www.oberlo.com/statistics/how-does-google-make-money Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil   Google revenue breakdown: top Google revenue sources in 2023 Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%) ·         YouTube ads: $31.51 billion (10.3%) ·         Google Network ads: $31.31 billion (10.2%) Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)   Source: https://www.investopedia.com/articles/investing/020515/business-google.asp   KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.       Microsoft CEO Satya Nadella. C 1975 Bill Gates / Paul Allen Mkt Cap 3.1 tr   KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.   Source: https://www.investopedia.com/how-microsoft-makes-money-4798809   Source: https://techbehemoths.com/blog/how-microsoft-makes-billions   First thing's first and just before we dive into the financial story, we should identify the major sources of revenue Microsoft has:  ·         Cloud computing - The entire business suite of Microsoft is focused on cloud services. Microsoft Azure for example is the leading direction in the company's cloud services. But, things are more complicated ·         Windows OS - from Windows 95 till 10th version is only 15 years. And in May 2021 with the 21H1 update rumors are saying that the next thing that will happen in Autumn 2021 is the release of Windows 11. It was and continues to be one of the largest sources of revenue for Microsoft.  ·         Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. It is designed to become a digital environment for companies and employees of any company in the world.  ·         Xbox - the gaming industry is growing, and Microsoft couldn't stay apart from this topic. Sony needed competition and Xbox is the best possible alternative to it at the moment ·         LinkedIn - Since 2016 when Microsoft acquired LinkedIn, the professional social network continued to grow and became a unique and indispensable tool for HR professionals all over the world.  ·         Minecraft - as if Xbox was not enough, Microsoft dive into the gaming industry even more with Minecraft.  So, there is a good portfolio for Microsoft which in its turn provides a series of exclusive services, or competitive Microsoft Azure is a top cloud service provider competing with Google Cloud and AWS from Amazon.   Revenue of Microsoft broken down by segment 2012-2023 Published by  Lionel Sujay Vailshery,  Mar 27, 2024  In its 2023 financial year, Microsoft generated 69 billion U.S. dollars from its productivity and business processes segment and a further 88 billion through its intelligent cloud segment. Thanks in part to the rapid growth in these two areas, 2023 proved to be the company's most successful year ever in terms of annual revenue, with the total figure reaching over 211 billion dollars.   Source: https://www.visualcapitalist.com/microsofts-revenue-by-product-line/   Microsoft's Most Lucrative Business Segments In 2023, Microsoft revenues soared to a record $211 billion as demand for AI services accelerated. As one of the world's largest companies by market cap, Microsoft reached a $2.8 trillion valuation as investors flocked to big tech and AI-related stocks last year. Amid strong growth, here's how much revenue was generated from Microsoft's product lines in 2023: Product LIne FY2023 Revenue Share of Revenue Cloud Computing Services $80B 38% Cloud Office Suite Software $49B 23% Operating Systems $22B 10% Gaming Consoles $15B 7% Employment Listing Platform $15B 7% AI-Enabled Search Engine $12B 6% Other $19B 9% Total Revenue $211B 100%   Source: https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/   Microsoft and OpenAI This agreement follows our previous investments in 2019 and 2021. It extends our ongoing collaboration across AI supercomputing and research and enables each of us to independently commercialize the resulting advanced AI technologies. ·         Supercomputing at scale – Microsoft will increase our investments in the development and deployment of specialized supercomputing systems to accelerate OpenAI's groundbreaking independent AI research. We will also continue to build out Azure's leading AI infrastructure to help customers build and deploy their AI applications on a global scale. ·         New AI-powered experiences – Microsoft will deploy OpenAI's models across our consumer and enterprise products and introduce new categories of digital experiences built on OpenAI's technology. This includes Microsoft's Azure OpenAI Service, which empowers developers to build cutting-edge AI applications through direct access to OpenAI models backed by Azure's trusted, enterprise-grade capabilities and AI-optimized infrastructure and tools. ·         Exclusive cloud provider – As OpenAI's exclusive cloud provider, Azure will power all OpenAI workloads across research, products and API services.       Meta / FB - Mark Zuckerburg + others c 2/2004 Mkt Cap 1.2 tr   Source: https://www.investopedia.com/ask/answers/120114/how-does-facebook-fb-make-money.asp KEY TAKEAWAYS Meta Platforms sells ads on social media websites and mobile applications and also sells augmented- and virtual-reality products and services. Advertising sales are the primary source of Meta's revenue. Facebook reported in 2021 that it lost daily active users for the first time in its history. Reality Labs is Meta's augmented and virtual reality technologies segment, which features and sells products such as the Oculus VR headset. Meta discloses data about the diversity and inclusion of its general management and employees.   Instagram, Messenger, WhatsApp  In 2023, the revenue general by Meta Platforms (formerly known as Facebook Inc.) amounted to roughly 134 billion US dollars, up from around 116 billion U.S. dollars in the previous fiscal year. In 2022, Meta's revenue stood at 117.9 billion USD.   Meta Revenue Breakdown 2022 % Advertising $113.64B 97.5% Other revenue (payments and fees) $809MM 0.7% Reality Labs (primarily sales of Oculus, now called Meta Quest) $2.16B 1.9% Total $116.6B         Apple c 1976 Steve Jobs and Steve Woz CEO Tim Cook Mkt Cap 2.9 tr   Source: https://www.tutor2u.net/economics/reference/why-is-apple-so-profitable#:~: . Diversified revenue streams: Apple generates revenue from a variety of different sources, including iPhone sales, iPad sales, Mac sales, as well as services like the App Store, Apple Music, and iCloud. This diversification helps to minimise risk and ensure a steady stream of income for the company.   Source: https://www.investopedia.com/how-apple-makes-money-4798689 KEY TAKEAWAYS Apple sells smartphones, personal computers, tablets, wearables and accessories, as well as a variety of services. iPhones are Apple's biggest source of revenue by product. Apple's services business generates the highest gross margins compared to its products business. Apple faces antitrust challenges regarding its App Store and ongoing unionization attempts by its retail workers.   Apple Revenue iPhone Accessories Mac iPad iPod Services 2023 $200.6B $39.8B $29.3B $28.3B - $85.2B Total 2023 Rev - $382 B       Nvidia  c 1997 CEO Jenson Huang – Hong Mkt Cap 2.3 Tr   Source: https://www.investopedia.com/how-nvidia-makes-money-4799532   KEY TAKEAWAYS Compute and Networking, which includes artificial intelligence (AI), is Nvidia's biggest revenue generator. The graphics business segment is Nvidia's second largest revenue generator. Nvidia (NVDA) introduced graphics processing units, known as GPUs, a key component of PC architecture and large-scale applications. It designs and sells GPUs for gaming, cryptocurrency mining, and professional applications. It also sells chip systems for use in vehicles, robotics, and more.     Revenue $26 bil in 2023, and $60 bil in 2024 so far Graphics and computers / networking – gaming, data centers     Nvidia partners with all – Google, FB, Amazon, Dell, Tesla, OpenAI, Oracle Source: https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:~: .   NVIDIA Blackwell Platform Arrives to Power a New Era of Computing March 18, 2024 Blackwell Innovations to Fuel Accelerated Computing and Generative AI Blackwell's six revolutionary technologies, which together enable AI training and real-time LLM inference for models scaling up to 10 trillion parameters, include: World's Most Powerful Chip — Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured using a custom-built 4NP TSMC process with two-reticle limit GPU dies connected by 10 TB/second chip-to-chip link into a single, unified GPU. Second-Generation Transformer Engine — Fueled by new micro-tensor scaling support and NVIDIA's advanced dynamic range management algorithms integrated into NVIDIA TensorRT™-LLM and NeMo Megatron frameworks, Blackwell will support double the compute and model sizes with new 4-bit floating point AI inference capabilities. Fifth-Generation NVLink — To accelerate performance for multitrillion-parameter and mixture-of-experts AI models, the latest iteration of NVIDIA NVLink® delivers groundbreaking 1.8TB/s bidirectional throughput per GPU, ensuring seamless high-speed communication among up to 576 GPUs for the most complex LLMs. RAS Engine — Blackwell-powered GPUs include a dedicated engine for reliability, availability and serviceability. Additionally, the Blackwell architecture adds capabilities at the chip level to utilize AI-based preventative maintenance to run diagnostics and forecast reliability issues. This maximizes system uptime and improves resiliency for massive-scale AI deployments to run uninterrupted for weeks or even months at a time and to reduce operating costs. Secure AI — Advanced confidential computing capabilities protect AI models and customer data without compromising performance, with support for new native interface encryption protocols, which are critical for privacy-sensitive industries like healthcare and financial services. Decompression Engine — A dedicated decompression engine supports the latest formats, accelerating database queries to deliver the highest performance in data analytics and data science. In the coming years, data processing, on which companies spend tens of billions of dollars annually, will be increasingly GPU-accelerated.   A Massive Superchip The NVIDIA GB200 Grace Blackwell Superchip connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU over a 900GB/s ultra-low-power NVLink chip-to-chip interconnect. For the highest AI performance, GB200-powered systems can be connected with the NVIDIA Quantum-X800 InfiniBand and Spectrum™-X800 Ethernet platforms, also announced today, which deliver advanced networking at speeds up to 800Gb/s. The GB200 is a key component of the NVIDIA GB200 NVL72, a multi-node, liquid-cooled, rack-scale system for the most compute-intensive workloads. It combines 36 Grace Blackwell Superchips, which include 72 Blackwell GPUs and 36 Grace CPUs interconnected by fifth-generation NVLink.      Tesla c 7/2003 CEO Elon Musk Mkt Cap 567 bil   Source: https://fourweekmba.com/tesla-revenue-breakdown/   Revenue Breakdown 2023 Contribution Automotive Sales $78.5B 81% Regulatory Credits $1.79B 1.85% Leasing $2.12B 2.19% Services $8.32B 8.6% Energy generation and storage $6.03B 6.24% Total $96.77B     Source: https://www.investopedia.com/tesla-s-largest-revenue-source-is-automotive-sales   KEY TAKEAWAYS Tesla makes, sells, and services all-electric vehicles in the U.S., Europe, and China. It also sells energy generation products. The company gets the vast majority of its revenue and all of its profits from automotive sales. Tesla is experiencing rapid growth in China. Tesla is facing investigations from regulators in different countries concerning safety-related issues with the electric automaker's vehicles. The company was recently sued by a California regulatory agency on allegations of racial discrimination and harassment at its factory in Fremont, CA.     Amazon c 1994 by Jeff Bezos CEO Andy Jassy Mkt Cap 1.9 tr   Amazon Revenue Breakdown - $575 B in 2023 Online stores $231.87B     Physical stores $20.03B     Third-party seller services $140.05B    Subscription services   $40.21B    AWS $90.76B    Advertising $46.9B        Other2023   $4.96B   Source: https://www.investopedia.com/how-amazon-makes-money-4587523   KEY TAKEAWAYS Amazon makes money through its retail, subscriptions, and web services, among other channels. Retail remains Amazon's primary source of revenue, with online and physical stores together accounting for the biggest share. Amazon Web Services (AWS) currently generates the majority of Amazon's operating profits and is growing at a robust pace.     AWS Amazon Web Services offers a broad set of global cloud-based products including compute, storage, databases, analytics, networking, mobile, developer tools, management tools, IoT, security, and enterprise applications: on-demand, available in seconds, with pay-as-you-go pricing.       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

La matriz de Google repartirá 20 céntimos por acción y anuncia plan de recompra de acciones mientras presenta crecimiento de doble dígito en ingresos por publicidad

Joe Albano runs Tech Cache and gives his perspective on AI going mainstream and why he sees a short-term top coming (0:55). Quantifying tech stocks with fundamentals and chart analysis (7:35). Understanding AI's different layers (16:40). Hot take on Google/Alphabet (30:15).Subscribe to Tech CacheShow Notes:AI Hardware Stocks At A Peak: 2024 Growth May Not Translate To ReturnsNvidia And Micron: Recession Headwinds Are Tailwinds For AI, Buy The BeneficiariesAMD And Nvidia: Engagements Vs. InvoicesMicron: Gnashing Of Teeth As The Best Upcycle Develops (Rating Downgrade)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Appuntamento a giugno. Tassi invariati, come previsto, nella riunione di marzo; e quasi certamente anche in quella di aprile. La Banca centrale europea ha mantenuto al 4,50% il tasso di riferimento e al 4% il tasso sui depositi delle aziende di credito (e al 4,75% il tasso di emergenza). È la quarta pausa nel ciclo di dieci rialzi consecutivi cominciato a luglio 2022, mentre l'auspicato taglio dei tassi è stato rimandato ai prossimi mesi. La decisione è stata unanime e l'ipotesi di un taglio non è stata discussa, anche se si è iniziato a delineare, ha spiegato in conferenza stampa la presidente Christine Lagarde, una riduzione dell'orientamento restrittivo nel caso arrivino sufficienti informazioni che rafforzino la fiducia dei banchieri centrali. Ad aprile, ha aggiunto, i nuovi dati saranno ancora troppo pochi per prendere una decisione, ma a giugno saranno molti di più. Il commento Donato Masciandaro, docente politiche monetarie università Bocconi, editorialista de Il Sole 24 Ore.Tim crolla in borsaTim scivola in Borsa all'indomani della presentazione del piano industriale, il primo senza più la rete e con il debito in calo anche se gli obiettivi sembrano aver deluso il mercato. Facciamo il punto con Chiara Di Cristofaro di Radiocor Il Sole 24 ORETesla, Apple e Google. Tra le "magnifiche 7" in tre perdono colpiMicrosoft, Apple, Nvidia, Amazon, Google (Alphabet), Meta e Tesla. Le chiamano "magnifiche 7". Valgono più della somma del prodotto interno lordo di Giappone, Germania e Regno Unito e nonostante siano delle imprese gigantesche riescono a mantenere elevati tassi di crescita nel tempo, come sono più abituate a fare le start-up promettenti. In questo primo scorcio del 2024 però qualcuna sta dando al mercato segnali contrastanti, come scrive oggi Vito Lops su Il Sole 24 Ore. Ci colleghiamo proprio con lui Assolombarda: l'export insidiato dalle crisi globali. Intanto la Francia diventa il primo Paese di sboccoLa Germania è in recessione (nel 2023 chiude con un PIL -0,3% e registra attese deboli per il 2024 con un PIL +0,3% secondo la Commissione Europea). Assolombarda nei primi nove mesi del 2023 ha rilevato - nel perimetro delle imprese associate - il sorpasso da parte della Francia per quanto riguarda l'export. La Francia rappresenta ora il nostro primo mercato estero, dopo anni di primato tedesco: l'export di Milano, Lodi, Monza Brianza e Pavia è stato di 5,3 miliardi di euro verso la Francia e di 5,2 miliardi verso la Germania. Ci colleghiamo con Alessandro Spada, presidente di Assolombarda.

In this episode, Scott discusses 5 tech giants and their stocks.

In this episode, Scott discusses 5 tech giants and their stocks.

美國科技股7強中的Google母公司Alphabet，和微軟都在30日公布財報，投資人消化好壞參半的數據，美股四大指數有漲有跌。至於歐元區，則因為上季GDP有所增加，顯示成功避免技術性衰退，歐股三大指數全數收紅。 YT收看《寰宇全視界》

Chuck Zodda and Marc Fandetti discuss Netflix's blockbuster earnings report and the shares popping over 10%. Chuck wonders if Tesla and Google (Alphabet) belong in the Magnificent Seven anymore. Todd Lutsky stops by for his weekly segment, Ask Todd, where he shares his advice on advance planning your estate and takes questions from listeners about their estate planning issues.

蘋果 Apple, 亞馬遜 Amazon, 谷歌 Google (Alphabet), 臉書 Meta, 微軟 Microsoft, Nvidia 輝達, Tesla 特斯拉 市值佔S&P500 的27.7% AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA 留言告訴我你對這一集的想法： https://open.firstory.me/user/clnphep6q04qd01ur2pn187oy/comments 各大Podcast 收聽平台：https://bit.ly/45Sf7Am YT生動影像版： https://youtu.be/wzvsUyqf5Lg Podcast 每週三更新；每週五上線 YT 影像版 小額贊助支持本節目： https://open.firstory.me/user/clnphep6q04qd01ur2pn187oy 財父自由 YT：https://bit.ly/middleagedaddies 徐大叔和傑糯米 YT： https://bit.ly/unclealexjeremy （肉類烹飪，食物科學，廚具開箱）） IG: Instagram:https://bit.ly/2mvPNAt FB:https://bit.ly/2LnZqJZ 合作邀約：rue216taipei@gmail.com Powered by Firstory Hosting

Heading into 2024, we may be witnessing a change in a number of trends. The October CPI numbers suggest inflation is moderating faster than expected. If that proves true, this may mean the Federal Reserve's aggressive campaign of hiking interest rates is over. And if that is true, the 3-year beating the bond market has suffered may be coming to an end. As for stocks, they've been powered higher all year by the Magnificent 7 -- Apple, Google/Alphabet, Amazon, Microsoft, Nvidia, Meta and Tesla.. But even there, we may be witnessing a regime change. To clarify whether these are indeed real & significant trend shifts, Thoughtful Money host Adam Taggart sits down in today's video to speak with Fred Hickey, editor of the highly respected newsletter The High Tech Strategist, which Fred has been publishing since 1987. If you're interested in signing up for Fred's newsletter, send an email to thehightechstrategist@yahoo.com Or follow him on Twitter at @htsfhickey To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #magnificent7 #techstocks #inflation

澳洲統計局昨日公佈左 9月季度消費者物價指數 CPI，顯示新通脹數字高過市場預期，市場預料下月儲備銀行可能會再加息。而另外，美國10年期國債孳息率一度升穿5厘關口，市場反應又如何？今集的 《寰宇金融》蔡苡雯同獨立經濟分析及商業投資顧問潘萬新 Brian 同大家分析一下市況，今日亦會分析一下美市（25日）納指大跌2.4%，Google 母公司 Alphabet 挫近10%，亞馬遜亦下挫 5.6%的原因。詳情請收聽這節【寰宇金融】。

Google/Alphabet's Q3 2023 earnings call, unedited

Google/Alphabet's Q2 2023 earnings call, unedited

In this episode, Scott shares a market update for Disney, PacWest, and Google/Alphabet.

On this episode of The Rate Guy Podcast we lay out our current take on the Fed's situation, discuss the widespread layoffs and the upcoming jobs report.    For graphs referenced check out our Newsletter  ZipRecruiter conducted a survey of recently laid off workers (https://www.ziprecruiter.com/blog/survey-of-recently-laid-off-workers/).  Here's a list of some publicly announced layoffs (https://mondo.com/insights/mass-layoffs-in-2022-whats-next-for-employees/) - Roku layoffs: 6% of workforce laid off (March, 2023) - Lucid Group layoffs: 18% of workforce laid off (March, 2023) - Meta layoffs: 13% of workforce laid off (March, 2023) - Twitter layoffs: 10% of workforce laid off (February, 2023) - Twillo layoffs: 17% of workforce laid off (February, 2023) - Roomba layoffs: 7% of workforce laid off (February, 2023) - Disney layoffs: 3% of workforce laid off (February, 2023) - Zoom layoffs: 15% of workforce laid off (February, 2023) - Dell layoffs: 5% of workforce laid off (February, 2023) - HubSpot layoffs: 7% of workforce laid off (February, 2023) - PayPal layoffs: 7% of workforce laid off (February, 2023) - IBM layoffs: 1.5% of workforce laid off (January, 2023) - Gemini layoffs: 10% of workforce laid off (January, 2023) - Yankee Candle layoffs: 13% of office workers laid off (January, 2023) - Spotify layoffs: 6% of workforce laid off (January, 2023) - Google (Alphabet) layoffs: 6% of workforce laid off (January, 2023) - Microsoft layoffs: 4-5% of workforce laid off (January, 2023) - Amazon layoffs: 1-2% of workforce laid off (January, 2023) - Carta layoffs: 10% of workforce laid off (January, 2023) - Coinbase layoffs: 20% of workforce laid off (January, 2023) - DirecTV layoffs: 5-6% of workforce laid off (January, 2023) - Salesforce layoffs: 10% of workforce laid off (January, 2023) - Vimeo layoffs: 11% of workforce laid off (January, 2023) - Goldman Sachs layoffs: 8% of workforce laid off (January, 2023) - Stitch Fix layoffs: 20% of workforce laid off (January, 2023)  

Superbowl mania - what we think (not that anyone cares) China balloons, market bubbles and plenty of frothy convo. An update on the Weekly Stock pick's game and the current Closest to the Pin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Superbowl teams are set - Eagles and Kansas City (spread +1.5 KC) - Markets have a very amateurish feel to them - crypto patterns of intraday rush and bust --- Meme Stocks moving again - Seems that the Church of Whats Hot Now - back in Biz (AI names) -- Latest Google, Baidu and Microsoft all announced AI integration today (catnip for traders) - There is a Sushi Terrorist on the loose - Hustle Bros are latching on and sucking your wallets - A new FED word to watch Market Update - Blowout Jobs report - what in tar-nation? - Another fraud uncovered - India - State of the Union Speech - going after the wealthy... - Powell speaks - Whipsaw Golf Fitting this week.. - Pretty interesting technology - Callaway Paradym X MARKETS! - The S&P 500 index rose 1.6% last week with the communication services and technology sectors leading a broad climb amid better-than-expected quarterly results from some companies and a slower pace of rate increases from the Federal Open Market Committee. - The market benchmark ended the week at 4,136.48, up from last Friday's closing level of 4,070.56. The index is now up 7.7% for the year to date but down 8.1% from a year ago. - This feels like an attempt to move off bottom like everyone in the pool from March/April 2020. (But this is a different time) Fed Speak - There was irrational exuberance - Transitory inflation - Green shoots - quantitative easing - not thinking about thinking about thinking about... - Average inflation targeting - balance outlook - And Now, introducing the work - disinflation... Powell used dozens of times in last speeches... Earnings Update - The slowdown in YoY revenue growth... Tesla: slowest since 2020 Amazon: 3rd slowest in company history Microsoft: slowest since 2017 Netflix: slowest in company history Google: 3rd slowest in company history Facebook: 2nd slowest in company history Apple: slowest since 2016 - BP on Tuesday reported a record profit of $28 billion for 2022 while boosting its dividend in a sign of confidence as it sharply raised overall spending plans and scaled back ambitions to reduce oil and gas output by 2030. MEME Stocks Moving again - BBBY (looking at potential bankruptcy) up 100%  today. - AI Stocks on the move - KOSS, GME, AMC all rocking....  Fed decision  and Employment Report? -- Odds rise after the the BLS employment report - 500k + new hires (estimates were for +250k) - labor participation rate rising - 3.4% unemployment rate (lowest since 1969) - USD jumps, Rates turn higher - Thoughts? State of the Union Speech - CNBC reports President Biden will call for quadrupling the tax on stock buybacks and a 'billionaire minimum tax' in his State of the Union speech tonight Earnings  and corporate -Amazon, Google, Apple -all had questionable earnings reports - Apple showed worst revenue groth in years and years - stock came off then buyers stepped in for some reason - Amazon was down as AWS missed - Google (Alphabet) just bad all the way around. - FORD - ugly outlook, loss and not at all what GM looked like. - Dell slashing 6,000 jobs (5% of workforce) ----!!! Company up initially on the news, then falls 3% during session ------ ALERT, Job cuts may no longer be seen as a good thing (Investors were rewarding companies) - HP cutting 6,000 jobs - Chipotle - Misses on earnings (top and bottom) - guidance soft (slowing growth/comps)

In this episode Scott Becker discusses Google announcing job cuts of 12,000 people and the current state of the advertisement industry.

Take a Network Break! This week we discuss a trio of stories at the intersection of tech and global political power struggles. Plus, startup Versa Networks lands $120 million investment in a pre-IPO round, and tech companies including Juniper Networks, Intel, and Google/Alphabet release financial results.

Take a Network Break! This week we discuss a trio of stories at the intersection of tech and global political power struggles. Plus, startup Versa Networks lands $120 million investment in a pre-IPO round, and tech companies including Juniper Networks, Intel, and Google/Alphabet release financial results. The post Network Break 405: Tech And Geopolitics Collide; Juniper Posts Record Q3 Results appeared first on Packet Pushers.

On Tuesday's Mark Levin Show, no one has bulldozed the D.C bureaucracy like Donald Trump did and that is why they weaponized the federal government to destroy him. Yet the Wall Street Journal is now reporting that thousands of government officials have profited from investments that they were personally and professionally involved in. Then, additional inquiry by the WSJ revealed that there were considerable investments made prior to the government scrutinizing oil and gas companies, aerospace and defense companies, and big technology companies such as Google (Alphabet) and Facebook (Meta). Meanwhile, election interference from fraudulently changing laws by circumventing the US Constitution and the State's Constitution suffered a blow when the US Supreme Court vacated an Appellate Court decision to allow undated mail-in ballots to be counted. Barring any future decisions, SCOTUS today rejected the undated ballots from being accepted in future elections. Afterward, Dr. Oz joins the show with an update on his campaign for Senate. Learn more about your ad choices. Visit podcastchoices.com/adchoices