Podcasts about google alphabet

El analista indepediente selecciona Google (Alphabet) como valor destacado

Rassegna stampa economico-finanziaria del 3 Giugno 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Il Sole 24 Ore / Repubblica* Tech e geopolitica sostengono i listini: Milano e Wall Street vengono segnalate su livelli record, trainate dall'interesse per tecnologia, AI e grandi capitalizzazioni. Il punto positivo è che il mercato continua a premiare innovazione, semiconduttori, infrastrutture digitali e aziende con pricing power.* Google-Alphabet rilancia sull'AI: Repubblica evidenzia un piano da 80 miliardi di dollari per l'intelligenza artificiale. È un dato chiave: conferma che l'AI non è più solo tema narrativo, ma investimento industriale massiccio, con ricadute su cloud, data center, chip e cybersecurity.* Debito USA sotto pressione: Il Sole segnala che l'inflazione gonfia il debito americano, stimando un impatto di circa 150.000 dollari a famiglia. Il rischio è la persistenza di rendimenti elevati; l'opportunità, per gli investitori, è una maggiore selettività su obbligazionario e dollaro.Energia e GeopoliticaTestate: Corriere della Sera / La Stampa / Il Sole 24 Ore / Repubblica / MF / Il Fatto Quotidiano / Il Foglio* Flessibilità UE sull'energia: la notizia viene trattata da più testate. Il perimetro degli spazi fiscali oscilla tra 6,5 miliardi, 7 miliardi nel 2026, 13,5 miliardi e fino a 14 miliardi entro fine 2027, ma con un vincolo decisivo: risorse indirizzate soprattutto a investimenti verdi, reti, accumuli, rinnovabili ed efficienza, non a tagli generalizzati delle accise.* Bollette e carburanti: il Governo valuta come usare i margini concessi dall'UE. Repubblica sottolinea che “il percorso è lungo”; MF, con Tabarelli, evidenzia che il taglio delle accise da solo non basta e servirebbero misure più ampie. Il dato positivo è che l'Europa riconosce margini di flessibilità; il limite è che l'effetto immediato sulle famiglie sarà probabilmente selettivo.* Petrolio e rischio Medio Oriente: Il Sole titola sul perché il greggio non sia a 200 dollari. Il messaggio economico è chiaro: il mercato incorpora il rischio geopolitico, ma non prezza uno shock estremo sulle forniture. Hormuz resta il punto critico.* Ucraina e Iran restano fattori di rischio: Corriere, Messaggero, Giornale e Fatto insistono su guerra, attacchi e trattative. Per imprese e investitori significa volatilità su energia, difesa, logistica e materie prime.Industria, AI e Made in ItalyTestate: Il Sole 24 Ore / La Stampa / Il Foglio / Avvenire* Industria italiana in trasformazione: La Stampa segnala la perdita di 700.000 occupati nell'industria dal 2007, con crescita invece in salute e turismo e calo del commercio. È un dato strutturale: l'Italia deve rafforzare produttività, competenze tecniche e filiere ad alto valore.* Made in Italy competitivo: Il Sole sottolinea che il Made in Italy resta competitivo, ma l'intelligenza artificiale può distorcere classifiche e percezione internazionale. La lettura positiva è che qualità, export e specializzazione restano asset; la sfida è presidiare reputazione digitale e dati.* AI nelle aziende: Il Sole evidenzia che le imprese devono cambiare “dal di dentro” perché l'AI produca risultati. Non basta acquistare tecnologia: servono processi, formazione, governance dei dati e responsabilità manageriale.* Torino e difesa: Il Foglio segnala il dibattito sulla riconversione industriale verso la difesa. È un tema industriale rilevante: può aprire investimenti, occupazione qualificata e filiere dual-use, ma richiede consenso sociale e chiarezza strategica.Fisco e NormativaTestate: Italia Oggi / Repubblica / Il Foglio / QN / La Verità / La Stampa* Patrimoniale al centro del dibattito: più testate trattano il tema. Il Foglio riporta l'intervista a Cottarelli con posizione contraria; QN intervista Renzi, che la definisce uno slogan e spinge su meno tasse ai più poveri. Per imprese e patrimoni il punto è la stabilità fiscale: l'incertezza sulle imposte patrimoniali pesa sulla pianificazione.* Superbonus 110%: Italia Oggi segnala controlli estesi sul 110%. Impatto diretto su contribuenti, imprese edili, cessionari e professionisti: aumenta il rischio documentale e contenzioso.* Fisco più equo: Italia Oggi richiama la necessità di una fiscalità più equilibrata. Tema utile in chiave consulenziale: semplificazione, certezza delle regole e riduzione del carico su lavoro e impresa restano leve di competitività.Banche, Credito e PrevidenzaTestate: MF / Il Sole 24 Ore* Rendite previdenziali da rivedere: MF riporta la posizione degli attuari sulla necessità di aggiornare le rendite previdenziali. Il tema è rilevante per fondi pensione, assicurazioni e pianificazione patrimoniale di lungo periodo.* Authority e metodo Carli: MF richiama il tema delle nomine pubbliche nelle autorità. Per il sistema finanziario il punto è la qualità della governance regolatoria: indipendenza, competenza e reputazione sono elementi fondamentali per attrarre capitali.* Debito, tassi e famiglie: Il Sole collega inflazione e debito USA, con impatto stimato in 150.000 dollari a famiglia. La lettura per il credito è prudenziale: tassi più alti più a lungo possono comprimere consumi, mutui e investimenti.Lavoro, Formazione e Capitale UmanoTestate: La Stampa / Repubblica / Avvenire / L'Altravoce* Caporalato e lavoro irregolare: diverse testate trattano il caso dei braccianti morti, collegandolo a paghe, contratti e sfruttamento. È una notizia sociale, ma con forte impatto economico: legalità del lavoro, filiere agroalimentari e reputazione delle imprese diventano fattori competitivi.* Occupazione industriale: il dato dei 700.000 occupati persi dal 2007 resta il KPI più importante del blocco lavoro. Il segnale positivo è la crescita di settori come salute e turismo; il rischio è lo spostamento verso comparti meno produttivi se non accompagnato da tecnologia e formazione.* Carabinieri e sicurezza economica: Repubblica evidenzia il tema della presenza territoriale e della sicurezza, con riferimento anche all'età media dell'Arma. La sicurezza è un fattore abilitante per imprese, turismo e investimenti locali.

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

En Capital Intereconomía seguimos la apertura del Ibex 35 y de las principales bolsas europeas en una sesión marcada por referencias macro y movimientos corporativos relevantes. La jornada arranca con el análisis del dato de la Encuesta de Población Activa (EPA) junto a Valentín Bote, director de Randstad Research, que ayuda a tomar el pulso al mercado laboral español en un contexto económico exigente. En el análisis de mercados, Pablo García, director de Divacons-Alphavalue, destaca que el oro cae a mínimos de tres semanas, reflejando la atención del mercado en las conversaciones entre EE.UU. e Irán y en las decisiones de los bancos centrales. En el plano empresarial, sobresalen los resultados de compañías como BP, que duplica beneficios, o Eni, que acelera su actividad en refino. En contraste, Barclays cae en bolsa tras provisionar pérdidas vinculadas a la quiebra de MFS. En el sector tecnológico, destaca el acuerdo de Google (Alphabet) con el Departamento de Defensa de Estados Unidos para el uso de inteligencia artificial en proyectos gubernamentales, lo que refuerza el papel estratégico de la IA. Además, se pone en valor el avance de Corea del Sur, cuya bolsa se convierte en uno de los mayores mercados del mundo impulsada por la tecnología. Terminamos la hora con el consultorio de bolsa junto a Juan Ignacio Marrón, donde se responden las dudas de los oyentes en un entorno de mercado condicionado por la geopolítica y la macroeconomía.

Investigación de Biohacking (Links de YouTube): Nate Gentile: Cómo vivir para siempre Dot CSV: Neuralink y el futuro de la IA DW Documental: ¿Vida eterna con biohacking? Neuralink Progress: Pacientes reales 3. Datos y Ética: Bryan Johnson: Proyecto Blueprint (2M$/año). Quiebra Ética: Second Sight (pacientes abandonados con ojos biónicos sin soporte). Mito Disney: Walt fue incinerado. El real es James Bedford en Alcor. AlphaFold 4 (DeepMind): Ya no solo predice cómo se doblan las proteínas, sino que ahora diseña proteínas sintéticas desde cero para bloquear el envejecimiento celular. Es como tener un arquitecto molecular trabajando 24/7. Gemelos Digitales (Digital Twins): Empresas como Q Bio están usando IA para crear un modelo 3D exacto de tus órganos. Pueden simular cómo te afectará un fármaco o una dieta específica antes de que te la tomes. ¡Cero riesgos de ensayo y error! BCI (Interfaces Cerebro-Computadora): No solo Neuralink. Synchron está logrando que personas con ELA controlen dispositivos domésticos con el pensamiento de forma comercial, integrando IA para "predecir" lo que el usuario quiere escribir o hacer. Empresas que lideran la carga Altos Labs: Sigue siendo el titán. Con el respaldo de Bezos, están usando IA para identificar los "factores de Yamanaka" exactos que pueden rejuvenecer tejidos sin convertirlos en tumores. Insilico Medicine: Han logrado llevar el primer fármaco diseñado íntegramente por IA a fase 3 de ensayos clínicos. Han reducido el tiempo de desarrollo de 10 años a menos de 3. Humanity Inc: Una app que monitoriza tus biomarcadores en tiempo real y usa algoritmos para decirte exactamente cuántos "días de vida" estás ganando o perdiendo según tu sueño, estrés y comida. Shinya Yamanaka: Premio Nobel por descubrir los "Factores de Yamanaka". Son 4 genes que, si se activan, pueden convertir cualquier célula adulta en una célula madre. Él es asesor científico senior (sin sueldo, por ética). Juan Carlos Izpisúa Belmonte: El genio español. Es famoso por sus experimentos de integración de células humanas en embriones de otras especies. En Altos, lidera la aplicación práctica de la reprogramación en animales vivos. Rejuvenecimiento de Tejidos Específicos: Ya no intentan rejuvenecer a un ratón entero (porque eso suele causar tumores, los llamados teratomas). Ahora se centran en órganos diana: hígados envejecidos que recuperan funciones de órganos jóvenes y retinas que vuelven a ver. 1. China: "El Dragón Genético" (BGI Group) Si Altos Labs es la "Estrella de la Muerte", BGI Group (en Shenzhen) es la fábrica de clones. El Enfoque: Son el centro de secuenciación genética más grande del mundo. Mientras en EE. UU. debaten sobre la ética de editar embriones, en China están usando IA y CRISPR de forma masiva para identificar "super-genes" de centenarios chinos. ​ 2. Arabia Saudita: "Hevolution Foundation" (El Oro por Vida) ​Es la fundación del Príncipe Heredero Mohammed bin Salman. ​El Presupuesto: Tienen asignados 1.000 millones de dólares AL AÑO a perpetuidad. Es el fondo soberano más grande dedicado exclusivamente a la longevidad. (El Gigante Silencioso) 3. Calico Life Sciences (Google/Alphabet) No podemos olvidarnos de los primeros que empezaron esto en 2013. El Perfil: Es la empresa más secreta de todas. Mientras Bezos hace ruido, Google (Alphabet) lleva años estudiando a la rata topo desnuda (un animal que no tiene cáncer y no envejece como nosotros) mediante IA masiva. Noticia 2026: Se rumorea que han encontrado una ruta metabólica para "congelar" el deterioro celular en tejidos nerviosos, pero como son Google, no soltarán prenda hasta que tengan la patente cerrada. 4. Alemania: "Rejuvenate Bio" (La Vía Veterinaria) Aunque operan en varios sitios, tienen un fuerte ADN europeo de rigor científico. El Biohack: Su enfoque es brillante: terapia génica para perros. Han logrado curar la insuficiencia cardíaca en perros ancianos mediante una sola inyección.

COMMUNION tells people, "the kingdom of heaven is here" by using the Internet, Television and Wireless communications. You may also watch and listen to the following 4 minute broadcast recorded in December 2025. Everlasting. Broadcast on YouTube https://youtu.be/_boo38Squl0We must remember that there was a time when Facebook (Meta), Google (Alphabet, Inc), Apple, Microsoft, IBM, Oracle Corporation, and X.AI Corporation did not exist. "Blessed be the GOD and Father of our Lord Yeshua the Messiah, Jesus Christ, who has blessed us with every spiritual blessing in the heavenly places in Messiah, in Christ, just as He chose us in Him before the foundation of the world, to be holy and blameless before Him in love; He predestined us to adoption as sons to Himself through Yeshua the Messiah, through Jesus Christ, according to the good pleasure of His will, to the praise of the glory of His grace which He graciously bestowed on us in the Beloved. In Him we have redemption through His blood and the forgiveness of sins, according to the riches of His grace, which He lavished on us in all wisdom and insight, Making known to us the mystery of His will, according to His good pleasure, which He purposed in Himself, as a plan for the fullness of time, to unite all things in Messiah, in Christ, which are in heaven and on earth."Holy ScripturesB'rit ChadashahEphesians Chapter 1verse 3 through verse 10"Giving thanks to the Father, who has enabled us to be partakers in the inheritance of the holy people in light. He has delivered us from the power of darkness and has translated us into the kingdom of His beloved Son, in whom we have redemption through His blood, the forgiveness of sins. He is the image of the invisible GOD and the firstborn of every creature. For by Him all things were created that are in heaven and that are in earth, visible and invisible, whether they are thrones, or dominions, or principalities, or powers. All things were created by Him and for Him."Holy ScripturesB'rit ChadashahColossians Chapter 1verse 12 through verse 16FREDERICK JOHNSON II c/o COMMUNIONCOMMUNION tells people, "The kingdom of Heaven is here," by using the Internet, Television and Wireless communications.(347) 508-4166: Home/Office ☎️(646) 830-0364: Mobile phone

From the earliest days of executive search to shaping the leadership of companies like Netflix, Facebook, Google, and Spotify, few people have seen more of Silicon Valley's hiring successes—and failures—than Jeff Markowitz and Peter Clarke.In this exclusive episode of Truth Works, host Jessica Neal sits down with two of her closest professional allies and heavyweights in the world of venture capital and executive talent. Together, the three share over 30 years of experience navigating the highest-stakes hiring environments in the tech world.Jeff Markowitz, currently an advisor at Greylock Partners, shares the incredible story of being hand-picked by Google CEO Sundar Pichai to reshape senior leadership at Alphabet. Peter Clarke, a Talent Partner at Accel for over 13 years, opens up about the evolution of search and his role as a "fifth Beatle" in the founding of True Search.This conversation goes beyond standard interview advice. The trio pulls back the curtain on:Why most companies get hiring wrong, even today.The dangers of "war for talent" thinking vs. relationship building.The specific simulation techniques the best leaders use to interview.The critical, and often missing, step of referencing as a management playbook.How great CEOs, like Scott Dietzen (formerly of Pure Storage), learn the job before they even make the hire.The one question Jessica asks to immediately identify a truly great recruiter.Whether you're a founder looking to make your first executive hire, a leader struggling to build a balanced team, or a recruiter looking to level up from "salesy" to strategic, this is a masterclass you cannot afford to miss.Timestamps: – Intro: Reconnecting with friends. – Peter Clarke's unique career path: Graphic design to software engineer to executive search. – Accel's unique investing approach and portfolio impact. – Jeff Markowitz's journey: CPA to opening the Silicon Valley office to Greylock. – The call from Sundar Pichai: Mapping out the senior talent role at Google/Alphabet. – Why hiring is still so hard (and wrong) in 2026. – The flaw in prioritizing "diligence" over assessment. – The true cost of a bad hire (and why it's not what you think). – Moving beyond standard questions to "unfiltered conversations." – How to simulate working together during the interview process. – The best CEOs get this one thing right (Pure Storage example). – How can CEOs really identify great recruiting talent? – Closing thoughts on friendship and mutual career impact.

峰哥回饋粉絲，「Google母公司Alphabet最新一季財報成績如何，該注意什麼重點？為什麼引起股價下跌？」簡報這裡下載（領走時，別忘了幫影片按讚喔！） https://smartyt.pse.is/8q3243 本集重點

"Salut à tous ! Ce mercredi 4 février 2026, on se réveille dans un marché qui marche sur des œufs, coincé entre des records de façade et une réalité de terrain de plus en plus lourde.Au menu de ce matin :Le 'Quitté ou Double' de Google : Alphabet publie ce soir. Avec une valorisation qui a franchi les 4 000 milliards $, le marché n'attend pas seulement des chiffres, il veut voir la monétisation réelle de l'IA. Attention : dans un marché où les gérants n'ont plus que 3,2 % de cash, le moindre 'manque d'éclat' pourrait servir de prétexte à une purge massive.L'Or comme boussole : Pourquoi le métal jaune explose les 5 000 $ alors que les indices US sont au plus haut ? C'est le signal d'alarme des 'grosses mains' qui se protègent contre un risque de liquidité que la Fed essaie tant bien que mal de masquer.La lessiveuse d'hier : On décrypte le 'V-shape' de la veille. Entre drone iranien et vote budgétaire aux US, la volatilité est de retour. On a vu le Bitcoin vaciller sous les 75k$ avant de se faire racheter. Mais est-ce un vrai rebond ou un dernier souffle avant l'impact ?L'agenda de feu : PMI en Europe ce matin, ADP et ISM Services aux US cet après-midi. On a les chiffres pour valider, ou non, notre biais. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

FastLetter - Una fonte buona dalla quale aggiornarsia cura di Giorgio TavernitiN. 58 - 16 Gennaio 2026Di cosa parliamo* Il pazzesco crollo di ChatGPT* Perché ChatGPT sta scendendo?* Universal Commerce Protocol e la mano di Google sul retail* Altre AI News non citate* SEO News* SalutiPremessa: sto per schedulare delle live! Finalmente si torna in diretta su YouTube così avremo modo di approfondire le tante tematiche che in questi mesi sono esplose. Su Telegram vi aggiornerò passo passo, l'idea è di trattare le news più importanti, fare Q&A e tutto quello che già abbiamo fatto in passato.Invece per gli appuntamenti di persona di sicura settimana prossima ci troveremo a Milano all'AI Festival, dove terrò un intervento dal titolo “Da Google a ChatGPT: come l'AI sta cambiando la Ricerca su Internet e il suo Ecosistema”. Ci vediamo lì.Se invece state cercando un corso di formazione sulla SEO, completo e aggiornato, sappiate che l'11 e il 12 Febbraio terrò un seminario di due giorni, a Bologna, nella nostra Accademia!Non vedo l'ora, però ora andiamo dritti al punto.IL PAZZESCO CROLLO DI CHATGPTIn questi tre anni ne ho sentite (e me ne sono state dette) di tutti i colori.“Google morirà”. “Google sta crollando”. E molti mi scrivevano avvalorando la tesi perché per la prima volta nella storia scendeva sotto il 90% di share di mercato.Guardando StatCounter, nel mondo Google ha uno share del 90.82% e in Italia del 91.53%. Gli share di mercato variano molto, ma non si guardano mese su mese. Oggi però non vedo scrivere persone sul crollo di ChatGPT: scusate, in 12 mesi, è sceso dall'86.7% al 64%. Con una discesa che sembra costante.Attenzione che non scende solo la percentuale come share di mercato, ma il numero di visite mensili.ChatGPT:* Settembre: 5.9 miliardi* Ottobre: 6.1 miliardi* Novembre: 5.8 miliardi* Dicembre: 5.5 miliardiGemini è l'unico che mostra una crescita progressiva:* Settembre: 1.0 miliardi* Ottobre: 1.1 miliardi* Novembre: 1.3 miliardi* Dicembre: 1.7 miliardiOra siamo tutti a guardare quello che succederà nei prossimi mesi. Ma è chiaro che non ci sono ripercussioni sul mondo Google:* Alphabet ha toccato i 290€ ad azione, ricordo che quando ho iniziato a dire di non preoccuparsi per Google, inizio 2023, parlavamo di 90€ ad azione (lo dico perché ricevevo molti commenti in merito)* Oggi ha una capitalizzazione di 4.000 miliardi di dollari: quarta azienda al mondo dopo Nvidia, Microsoft e Apple.* Ha fatto record nell'ultimo trimestre disponibile, aumentato fatturato e utile.* Dopo l'annuncio di Samsung che doterà 800 milioni di dispositivi con Gemini, ecco un Joint Statement storico: Apple e Google. Apple userà Gemini su Siri. Ma vi rendete conto delle implicazioni di questi annunci? L'infrastruttura Google consente questo e altro.* Lo share di mercato del motore di ricerca negli ULTIMI 10 ANNI è passato dal 91.1% al 90.82% nel mondo. In Italia dal 94.8% al 91.53% da StatCounter. In Italia Cloudflare, lo dà al 94.6% per quanto riguarda il Referral Report.Volete sapere qual è l'assurdità più grande di tutte? Eccola:Gli articoli usciti l'anno scorso, ripresi da molte persone, non hanno nessun senso. Se ne accorgerebbe anche un bambino dell'asilo che sono sbagliati. Lo giuro.Il problema è che quando vogliamo avere conferma di una nostra idea, non controlliamo niente. Non accendiamo il cervello.Ecco perché. Dicevano che Google era sceso sotto il 90% (poi è risalito eh) e la sua decrescita era inarrestabile, si vedeva chiaramente dai dati di StatCounter. E i motivi di questa discesa di share erano:* l'ascesa di ChatGPT* l'ascesa di Amazon, per la ricerca prodotti* la ricerca di TikTokRaga: ma è un'assurdità che se fate questo lavoro non ci si può permettere.È un errore imperdonabile.Lo share di StatCounter sulla Search non tiene in considerazione ChatGPT, Amazon o TikTok. Se scende è perché sale un altro motore di ricerca di quella torta. E il candidato principale era Bing. Che è salito ed è risceso. Oggi ha il 4%.Ma questa è veramente ignoranza nella lettura dei dati. Davvero imperdonabile.Per vedere una discesa di Google, bisogna guardare al traffico e alle query. Ma Google come motore di ricerca non sta perdendo niente: non perde share, non perde utenti, non perde query. Stiamo parlando di 100 miliardi di visite al mese. È stabilmente il sito più visitato al mondo.E ha stabilmente il secondo sito più visitato al mondo: YouTube, 50 miliardi.Per arrivare al terzo, Facebook, si scende a 9 miliardi di visite.Per quelli che invece pensano che però, OpenAI, ha un traffico di API che gli altri si sognano…beh andate a leggere i dati https://openrouter.ai/rankings così si può tornare sul pianeta terra.E per tutti quelli che mi dicono che sono pro-Google, andate a rileggere tutte le FastLetter e i video su YouTube. Sono sicuro che troverete parecchio materiale CONTRO Google. Io però non vedo messaggi contro OpenAI. Non vedo messaggi sui cali che stanno avendo. Per onestà, credo qualcuno dovrebbe iniziare a parlare di questo calo.Devo aggiungere anche che vedo raramente messaggi su ChatGPT nelle mie timeline: prima di Gemini 3 ero pieno. Non vedo troppe news. Al massimo qualcuno che scrive “ho disdetto ChatGPT plus per..”PERCHÈ CHATGPT STA SCENDENDO?Parto con il dire che potete evitare di commentare “ma io con ChatGPT mi trovo bene”. Come si trova bene una singola persona con uno strumento non è un modello statistico. Anche io con alcune cose di ChatGPT mi trovo bene. Ma non c'entra un tubo come mi trovo. Sapete cosa sto aspettando invece? I dati di Gennaio 2026. Perché davvero ho visto una quantità di post importante su LinkedIn di persone che hanno smesso di usare ChatGPT per cambiare proprio flusso.Ma non c'è solo Gemini. Ci sono una serie di altre realtà, Anthropic su tutte.Forse da qui possiamo partire.Nella scorsa edizione avevo affermato:Questo è l'errore che non deve fare OpenAI. E devo dire che non sembra che stia facendo questo errore. Anche se le cose non si stanno mettendo benissimo: così come Google 3 anni fa ha emesso un codice rosso per ChatGPT, lo stesso è successo ad OpenAI. La versione 3 di Gemini fa paura per un motivo: di colpo, si è messo davanti a tutti in più di un campo.E invece ne ha commessi. Il 5.2 è peggio di quello che sembrava, tanto è vero che dovrebbe uscire presto il 5.3.Ma la questione è più profonda di quanto è buono un modello di linguaggio e uno spunto lo dà Pietro Bonomo:Ha mentito agli utenti core, ha tradito la mission e la vision e di conseguenza ha perso team e supporto dei partner. Di conseguenza si è ritrovato con un modello molto inferiore a tutti gli altri leader perdendo utenti. Io aggiungo che hanno pensato di essere molto avanti rispetto agli altri e hanno iniziato a fare battaglie su troppi fronti, non focalizzando bene il core. Hanno pensato che anche su altri fronti potevano stare avanti. Invece hanno imbarcato una serie di sconfitte pesanti. Peccato di presunzione e di esperienza di chi guida OpenAI.Non ha capito che davanti aveva laboratori di ricerca molto più evoluti dei loro o realtà che si sono dannatamente focalizzate.Guardate Anthropic. Si è focalizzata bene, creando modelli funzionanti.Guardate Gemini: una bomba sul flusso multimediale e nel lavoro collegato al suo ecosistema. In 53 giorni 1 miliardo di immagini sono state create con Nano Banana Pro. È cambiata la percezione della categoria: non è più un chatbot. Lo dissi mesi fa.E inoltre, dal mio punto di vista, le ultime mosse sono peggio. Le politiche di prezzo che stanno facendo con un abbonamento più basso sono un autogol.Tradiscono la base per strizzare l'occhio a un altro pubblico. Che non prenderanno.E la questione della salute? Secondo me c'è un errore di valutazione qui. Ma lo vedremo nel tempo.Forse ora la domanda che ci stiamo iniziando a fare è: ma Gemini ucciderà ChatGPT?UNIVERSAL COMMERCE PROTOCOL E LA MANO DI GOOGLE SUL RETAILGoogle lo presenta così:Universal Commerce Protocol (UCP) è uno standard aperto progettato per il futuro del commercio, che ti consente di trasformare le interazioni con l'AI in vendite immediate. Adotta UCP per attivare azioni autonome in Google AI Mode e Gemini, a partire dall'acquisto diretto.Tralascio gli imbarazzanti post di chi chiede se già lo si sta implementando. Non ce la possiamo fare: leggiamo una notizia e subito dobbiamo postare.C'è una lista d'attesa. Ed è solo per gli USA. Cosa mai dovremmo aver già implementato?Detto questo, la prima cosa che è importante sapere è che non è di Google ma è stato co-sviluppato e spinto da molte realtà.Shopify su tutti, che supporta anche altri ovviamente.Si sta entrando nel mondo agentico per gli acquisti. Qui diventerà importante avere un identificativo, è quel famoso tema che sto spingendo molto di avere una suddivisione del traffico nei nostri sistemi di Analytics: persone, bot, agenti.Non sarà domani, ma dovremmo arrivarci. Su YouTube ve ne parlerò in modo approfondito di questa cosa.Vi metto il commento di Alessio Pomaro alla notizia:Il protocollo sarà presto attivo sui sistemi AI di Google, inclusi AI Mode in Search e l'app, permettendo il checkout diretto da parte degli utenti durante la navigazione. Funziona

TOPICS: Iran Protests Venezuela Trump ICE Google Alphabet Coffee Talk with David Eon (LIVE WEEKDAY DAILY NEWS TALK) for Tuesday, January 13th, 2026.

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about whether higher valuations are warranted based on rising profit margins. Then, they think about whether the upcoming Supreme Court ruling on tariffs matters for the market. Later, they discussed Google passing Apple for the #2 highest valued company in the S&P 500 Index, midterm election years performance vs other years, regression channels in the S&P 500 Index, payroll numbers, interest rates, and even copper prices.   Midterm year performance vs other presidential cycle years Supreme Court Ruling on Tariffs and what it means for markets Copper prices are about to break out or break down? Fed interest rates saying no cuts until after Powell leaves? Semiconductor earnings estimates vs the S&P 500 Index as a whole Polymarket sees only a 25% chance tariffs are upheld Google (Alphabet) surpasses Apple to be world #2 behind Nvidia Three-Month payroll contraction on nonfarm payrolls Talking technical analysis with regression channels on the SPX Free cash flow margins tech vs the rest Valuation forward pe ration adjusted for net profit margins S&P 500 companies' real revenue per worker highest going back to 1986 S&P 500 quarter EPS growth estimates Y/Y % change   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com  

The AI race isn't about chips anymore. It's about electricity. In a massive $4.75 billion deal, Google (Alphabet) just acquired Intersect Power, a major clean energy developer, to secure the grid access its data centers desperately need.But Google isn't alone. From Microsoft restarting Three Mile Island to Amazon's massive nuclear contracts, Big Tech is panic-buying power plants.In this video, we break down why the "AI Energy Wall" is forcing tech giants to become utility companies, and what this means for the future of the power grid, nuclear energy, and your electric bill.TIMESTAMPS0:00 – Intro: Bigtech Energy War0:44 – The Deal: Why Google Bought Intersect Power for $4.75B1:30 – The "Energy Wall": AI Power Consumption vs. The Grid2:01 – BigTech Energy Contracts in 20253:21 – Who Pays? The Impact on Consumers and InvestorsKEY TAKEAWAYS✅ Google's $4.75B Bet: Alphabet acquires Intersect Power to build "behind the meter" energy projects, bypassing the clogged public grid.✅ The Energy Crisis: AI queries use 10x more power than search. By 2030, US data centers will consume 9% of all electricity.✅ Nuclear Renaissance: Tech giants are single-handedly reviving nuclear power (SMRs & restarts) because they need 24/7 reliability that solar/wind can't provide.✅ Vertical Integration: Big Tech is now owning the entire stack: from the AI model to the chip to the power plant running it.SOURCES & DATA- Google Acquires Intersect Power ($4.75B Deal)- Microsoft Restarts Three Mile Island (Constellation Energy Deal)- Amazon Signs 1.9GW Nuclear Deal (Talen Energy)- Data Center Power Demand Forecast (Bain/Bloomberg)Links:Prashant Choubey - https://www.linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comFor sponsorship queries reach out to prashantchoubey3@gmail.comSUBSCRIBE FOR MORE MACRO INSIGHTSVC10X breaks down the most important stories in finance, tech, and markets every week. If you want actionable insights to help you navigate this volatile economy, subscribe now.COMMENT BELOWIs Big Tech buying power plants a smart move or a dangerous monopoly? Let us know in the comments.#AI #Google #EnergyCrisis #NuclearPower #Investing #TechNews #Microsoft #Amazon #CleanEnergy #IntersectPower #MacroEconomics

In this episode, we break down how investors can avoid common Bitcoin scams while navigating a market full of mixed signals. We discuss why Nike, Oracle, and Broadcom are trading lower, why Micron continues its strong run, and whether Google (Alphabet) is now sitting in fair value territory after its recent rally. From crypto safety to stock-specific insights, this episode focuses on discipline, risk management, and long-term thinking.Why crypto scams are becoming more sophisticatedRed flags investors should always watch forWhy “guaranteed returns” and unsolicited messages are major warning signsThe importance of using regulated exchanges and protecting private keysNike (NKE)Ongoing pressure from weaker demand and margin concernsWhy investors are cautious despite the brand's long-term strengthOracle (ORCL)Volatility tied to AI spending expectations and infrastructure costsHow debt and capital investment concerns are impacting sentimentBroadcom (AVGO)Recent pullback following earningsBalancing near-term disappointment with long-term AI exposureStrong earnings and forward guidance driving momentumAI-driven demand for memory chipsWhy Micron stands out while other tech names struggleHow Alphabet's recent rally has changed the valuation storyWhat “fair value” really means for long-term investorsWhy Google may be more of a hold than a chase at current levelsRisk management matters as much as returns — especially in cryptoNot all tech stocks move togetherValuation discipline is critical when markets become selective

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.

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.

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.

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

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.

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.

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

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