Podcasts about google earnings

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! https://preferences.pcmag.com/PCMag/windows-guide Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! https://preferences.pcmag.com/PCMag/windows-guide Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! https://preferences.pcmag.com/PCMag/windows-guide Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

There's been so much drama over what options Microsoft will allow for the Copilot key. But you don't have to wait for a future Windows update; you can remap any key with Microsoft's own Keyboard Manager PowerToy. More people should take advantage of this. Also, Paul just finished his major 2026 rewrite of the Windows 11 Field Guide! Every single chapter was rewritten or consolidated, with several new chapters added. Lastly, the OG Halo remake is a great reminder of how good this series was in the beginning. And it looks and plays terrific. Windows Week D updates arrive on time this month Windows Hello ESS support for external fingerprint readers, many small improvements Experimental (Future Platforms) finally gets an update, but it's just the features we saw elsewhere first Several in-box app updates for July, nothing major Microsoft convinces LG to drop the McAfee ads, but HP's Bing ads are A-OK Chris tested Windows 11 with 8GB of RAM and the experience is not great Paul has a Wildcat-based laptop waiting for him in PA Microsoft is testing a "Do nothing" option for the Copilot key Your Windows 11 PC now has a OneDrive Photos app for some reason Opera One gets vertical tabs, deeper Google Lens integration Earnings Google/Alphabet - net income of $28 billion on $120 billion in revenues, but negative cash flow for the first time in the company's history Intel - net loss of $11 million, no Foundry customers leaves Wall Street swooning for some reason AI Microsoft begins shifting to its own MAI models, but the forward progress is minimal NVIDIA, Microsoft, more team up for AI empire, er, Alliance Anthropic launches Claude Opus 5 Xbox and gaming Halo: Campaign Evolved is here XBOX went down for the count for most of the day on Monday. But disc-based games still worked XBOX begins testing ad-supported Cloud Gaming Ubisoft game purchases on Xbox now carry over to PC for free Luna comes to Prime Video app Tips and picks Tip of the week: Remap keys with PowerToys Keyboard Manager App pick of the week: Halo Campaign Evolved Chris's pick of the week: His new newsletter! https://preferences.pcmag.com/PCMag/windows-guide Hosts: Leo Laporte and Paul Thurrott Guest: Chris Hoffman Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: joindeleteme.com/twit-biz cirasync.com/Windows canary.tools/twit - use code: TWIT

Alphabet liefert Zahlen, die staunen lassen. Trotzdem fällt der Kurs. Davor geht es um LinkedIn und das Slopometer, das misst, wie menschlich deine Posts noch sind. OpenAI verdoppelt seine Agenten-Nutzer im Wochentakt, während drei OpenAI-Modelle bei einem Sicherheitstest aus der Sandbox ausbrechen und ausgerechnet ein chinesisches Modell den Schaden eindämmen muss. Der US-Kongress zieht prompt einen Kill-Switch aus der Schublade. Stripe will OpenRouter für zehn Milliarden übernehmen, Moonshot raist schon die nächste Runde. Bei den Earnings: Tesla wächst kräftig, verdient aber weniger, SAP kämpft mit der Cloud-Transformation, und Pip formuliert eine steile Übernahme-Wette. In der Schmuddelecke lobbyieren Anwälte gegen Robotaxis und Zocker wetten bei Polymarket auf Waldbrände. Zum Schluss noch eine Milliardenstrafe aus Brüssel. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Slopometer (00:11:16) OpenAI: 10 Mio. Nutzer (00:16:35) KI-Kill-Switch & Hack (00:22:24) Stripe kauft OpenRouter (00:34:49) Moonshot (00:37:18) Tesla (00:52:37) Alphabet (01:08:11) Reddit (01:11:00) SAP (01:19:54) Trump gegen Forschung (01:21:15) Anwälte gegen Waymo (01:22:26) Polymarket Waldbrände (01:25:08) Zuckerberg Optimismus (01:26:46) Meta StoryKit (01:28:02) Musk-Interview (01:29:58) EU-Strafe für Google (01:31:40) Reiche Startup-Strategie Shownotes OpenAI-Agenten erreichen 10 Mio. Nutzer - bloomberg.com US-Kongress plant KI-Kill-Switch nach OpenAI-Hack - politico.com Modell bricht bei Hugging-Face-Test aus - openai.com Stripe verhandelt Uebernahme von OpenRouter - wsj.com Moonshot zielt auf 50-Mrd.-Bewertung - xcancel.com Reality bites: Tesla und die Musk-Glaeubigen - wsj.com Pips Analyse der Google-Earnings - linkedin.com Spielt Reddit ein gefaehrliches Spiel mit Google? - barrons.com SAP: Cloud waechst, Gewinnprognose gesenkt - wsj.com Trump leitet Forschungsgelder zu KI um - nytimes.com Anwaltslobby gegen autonome Autos - marginalrevolution.com Wetten auf Waldbraende bei Polymarket - derstandard.at Zuckerbergs KI-Optimismus-Kampagne - axios.com Meta testet KI-Kinderbuch-App StoryKit - 9to5mac.com Musk-Interview beim Economist - instagram.com Substack markiert KI-generierte Newsletter - techcrunch.com EU verhaengt 890-Mio.-Strafe gegen Google - ft.com Kritik an Reiches Startup-Strategie - businessinsider.de

Diese Woche sprechen Florian Gschwandtner & Martin Kaswurm über was wirklich zählt im Leben, Samsungs Einstieg bei Mistral & Moonshot AI schließt die Registrierung wegen zu hoher Nachfrage. Außerdem: die Google Earnings sind da, das Geschäftsmodell WM & die Halftime Show in ZDF und das große adidas Finale, die beiden beantworten Hörerfragen rund um den Schritt in die Selbstständigkeit, wie man Opportunities erkennt und vieles mehr.  Florian Gschwandtner & Martin Kaswurm sprechen über:   00:01:00 Happening of the week - Was wirklich im Leben zählt & der Salzburg Summit  00:08:40 Die AI Masterclass kommt zurück  00:12:31 Europa's KI-Rennen geht weiter: Samsung wird bei Mistral einsteigen   00:14:02 Mistral kauft Emmi AI in Linz  00:15:12 Moonshot AI schließt Registrierung aufgrund zu hoher Nachfrage 00:18:31 Die Google Earnings  00:20:46 ASLM zahlt allen Mitarbeitern einen €20.000 Aktien-Bonus 00:21:58 Das WM-Finale 2026 & Messi der Spaziergänger  00:26:43 Das Geschäftsmodell WM – ZDF & die Halftime Show  00:34:33 Das adidas Finale   00:35:18 UEFA Super Cup kommt nach Salzburg  00:36:03 Hörerfragen: Der Schritt in die Selbstständigkeit, wie man Opportunities erkennt, worauf Unternehmer achten beim Einstellen usw.    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Werbepartner:  ⁠⁠hello again⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠IMMOUnited ⁠ ⁠⁠ristl.IT⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠btm_podcastcom⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠btm_podcastcom ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Links zum Nachlesen:   Die AI Masterclass ist zurück – Jetzt Zugang sichern  UEFA Super Cup 2026 Hospitality-Paket im Kavalierhaus Salzburg sichern  Zusammen mit Familux haben wir da was für euch: Den Code „BTM“ im Online-Buchungsfeld eingeben & Sparen. Einlösbar in allen Familux Resorts (nicht nur im Dachsteinkönig). Mindestaufenthalt 3 Nächte, alle Zeiträume, auch Schulferien & Hauptsaison und als Goodie gibt es einen 100€ Gutschein für Getränke (werden vor Check-out in Abzug gebracht, keine Barablöse möglich). Gültig ab sofort bis 31.12.2026  Feedback & Hörerfragen immer gerne an ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠info@btm-podcast.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

SpaceX has transformed the commercial space industry with reusable rockets, Starlink, and ambitious plans for Starship. But after one of the largest IPOs in history, can the company continue delivering the growth investors now expect? Lance Roberts & Michael Lebowitz examine whether SpaceX's fundamentals can keep pace with its valuation. We'll discuss launch cadence, Starlink's revenue potential, Starship's development timeline, competitive pressures, capital requirements, and the risks investors should consider before chasing one of the market's most talked-about stocks. 0:00 INTRO 0:53 - Where Do Markets Go Next? 3:40 - The Oil, Dollar, & Gold Connection 9:41 - The Only Thing That Really Matters is Earnings Growth 13:52 - Liquidity Matters as well 15:11 - Google Earnings & Negative Free Cash 23:59 - Space-X: Is Value Eroding? 26:51 - The Three Distinct Businesses of Space-X 33:08 - What Space-X Employees Will Do 37:04 - The Track Record of Elon Musk 37:50 - When to Buy Space-X? 40:52 - Space-X Earnings: Wait for it 41:50 - Oil, Bonds, & Gold Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XGeCGPXfE4k ------- Articles mentioned in this report: "Can SpaceX Fire On All Cylinders?" https://realinvestmentadvice.com/resources/blog/can-spacex-fire-on-all-cylinders/ --- Watch today's "Before the Bell" premarket commentary, "Oil, Earnings, and Market Complacency," https://youtu.be/nBKqoSD_uCI ------- Watch our previous show, "Why Retail Traders Keep Losing" https://youtube.com/live/neGG2EOd8SM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #OilPrices #SP500 #EarningsSeason #Investing #SpaceX #ElonMusk #GrowthStocks

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated. This episode is sponsored by Calamos. To learn more about CAIE, visit ⁠https://www.calamos.com/funds/etf/calamos-autocallable-income-caie⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Follow us on social media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic kündigt für Dienstag ein Financial Services Briefing an – möglicherweise wackelt der ganze Bankensektor. Amazon launcht Connect Talent als Hiring-Lösung. Google bekommt mit Preferred Sources die News-Quellen-Auswahl. Big-Tech-Earnings-Woche: Googles Earnings begeistern, vor allem die Cloud-Sparte explodiert. Amazons AWS-Geschäft beschleunigt sich solide. Apples Earnings sind ordentlich. Metas Earnings wachsen stark, doch die Aktie crasht wegen vorsichtigem Ausblick und steigenden Kosten. Microsofts Cloud wächst zwar weiter, enttäuscht aber gegenüber Google. Reddits Logged-In-User-Wachstum bremst stark ab. Robinhoods Krypto-Umsatz halbiert sich, denn Prediction Markets fressen das Trading. Spotifys Premium-Wachstum verlangsamt sich. Stargate-Projekt von OpenAI/Microsoft/SoftBank fällt heimlich zusammen – Data Center in UK, Norwegen und Texas storniert. Tencents neues Modell wurde mit Anthropic-Hilfe trainiert. Im Musk-Altman-Prozess gibt Musk zu, dass xAI Distillation von OpenAI gemacht hat. SpaceX-IPO-Filing: Nur Class-B-Holder können Musk feuern und diese Shares gehören Musk selbst. Neue S&P-500-Regeln sollen SpaceX-Aufnahme erleichtern. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Anthropic Financial Services Briefing am Dienstag (00:04:08) Amazon: Produkt-Podcasts und Connect Talent Hiring (00:14:32) Google Preferred Sources für News-Suche (00:20:33) Google Earnings (00:33:54) Amazon Earnings (00:38:52) Apple Earnings  (00:41:24) Meta Earnings (00:52:45) Stargate-Projekt fällt zusammen (00:55:12) Microsoft Earnings (00:58:09) Reddit, Robinhood, Spotify Earnings (01:06:25) Anthropic-Distillation (01:15:55) SpaceX-IPO: S&P-500-Sonderregeln und Musk-Governance (01:22:30) David Sacks demystifiziert Mythos Shownotes Anthropic kündigt Financial Services Briefing an - linkedin.com Amazon-Produkt-Podcasts: KI-Werbeformat - xcancel.com Amazon Connect Talent: Hiring-Lösung vorgestellt - youtu.be Google Preferred Sources: Eigene News-Quellen wählen - blog.google Google Q1 2026: Cloud +63%, Search +19% - cnbc.com Amazon Q1: Cloud +28%, Werbung +24% - xcancel.com Apple Q2 2026 Earnings - cnbc.com Zuckerberg: Iran-Krieg und KI-Kosten belasten Meta - wsj.com Stargate - ft.com Reddit Q1: Logged-In-User wachsen nur 7% - cnbc.com Robinhood: Krypto-Umsatz halbiert sich - cnbc.com Spotify Q1: Premium-Wachstum unter 10% - cnbc.com Tencents neues Modell mit Anthropic-Hilfe - theinformation.com Musk gibt zu: xAI hat OpenAI-Modelle distilliert - wired.com SpaceX: Neue S&P-500-Regeln könnten IPO erleichtern - marketwatch.com Reuters: Nur Musk kann Musk feuern bei SpaceX - reuters.com David Sacks demystifiziert Mythos auf X - xcancel.com

Anthropic startet einen frontalen Angriff auf OpenAI mit vier Super-Bowl-Werbespots: "Ads are coming to AI". Sam Altman reagiert sichtlich angefasst und nennt Anthropic "autoritär". Amazon und Google liefern starke Earnings – AWS wächst 24%, Google Cloud sogar 48% – aber beide Aktien fallen. Pip prognostiziert: Amazon verkauft Whole Foods. Neue Details zum SpaceX-XAI-Merger: Ein Two-Step-Merger könnte XAIs desaströse Zahlen vor Investoren verstecken. Reddit hört auf, eingeloggte User zu reporten. Bei Neura Robotics, dem deutschen Robotik-Unicorn, stapeln sich die Red Flags. Steve Bannon fordert öffentlich, dass ICE und Militär während der Midterm-Wahlen an Wahllokalen patrouillieren sollen. Die Washington Post entlässt 30% der Journalisten – während Jeff Bezos 75 Millionen für den Melania-Film ausgibt. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:08) SpaceX-XAI Merger: Two-Step-Struktur erklärt (00:06:01) Tesla und Elon Musks Kontrollproblem (00:08:49) Software-Ausverkauf (00:11:55) Die Zukunft der Unternehmenssoftware (00:14:58) Starlink-Konkurrenz: Logos bekommt FCC-Genehmigung (00:17:57) Anthropic Super Bowl Ad trollt OpenAI (00:24:12) Amazon Earnings (00:34:01) Google Earnings (00:54:22) Google Network stirbt (00:57:16) Bedrohung für den Journalismus (01:00:01) Veränderungen im Nachrichtenkonsum (01:02:32) Gemini vs ChatGPT: 750 Mio. User (01:05:16) Reddit Earnings: Stoppt User-Metriken (01:09:11) Google bestraft Self-Promotion Listicles (01:12:32) GEO ist overhyped: Wo ist der Umsatz? (01:15:34) Werbung auf ChatGPT: Sinnvoll? (01:17:17) TikTok: EU verlangt Design-Änderungen (01:19:11) Grok: Sexualisierung war bewusster Hack (01:21:28) Steve Bannon: ICE an Wahllokalen (01:25:40) Washington Post feuert 30% der Journalisten (01:31:08) Starlink auf russischen Drohnen (01:34:54) Krypto verliert 2 Billionen (01:37:53) Neura Robotics Shownotes Verkauf von XAI bringt steuerliche und rechtliche Vorteile für SpaceX-Investoren - reuters.com FCC genehmigt Logos den Einsatz von über 4000 Breitband-Satelliten - spacenews.com Anthropic plant keine Werbung für Claude - engadget.com Sam Altman verärgert über Claude Super-Bowl-Werbung - techcrunch.com Cerebras erhält 1 Milliarde Finanzierung bei 23 Milliarden Bewertung - bloomberg.com rentahuman - rentahuman.ai Amazon vom Kartellamt mit Strafe belegt - tagesschau.de Die Gemini-App erreichte 750M+ monatlich aktive Nutzer im Q4 2025. - x.com Applovin wegen Geldwäschevorwürfen angeklagt - finance.yahoo.com Google geht gegen selbstfördernde Bestenlisten vor - searchengineland.com TikTok muss möglicherweise sein "süchtig machendes Design" ändern. - theguardian.com Elon Musk allegedly deliberately fueled Grok's porn scandal - computerbild.de Büros in Frankreich durchsucht, UK untersucht Grok erneut. - bbc.com Elon Musk Sánchez - x.com Steve Bannon fordert Einwanderungsbeamte an Wahllokalen während Zwischenwahlen - theguardian.com Der Mord der Washington Post - theatlantic.com Starlink in Ukraine von Russland blockiert - edition.cnn.com Ein Reddit-Nutzer loggte sich in Epsteins Outlook-Konto ein. - x.com Justizministerium | Startseite | Justizministerium der Vereinigten Staaten - justice.gov Mandelsons Verbindungen zu Palantir müssen vollständig offengelegt werden. - theguardian.com Dateien zeigen Epsteins Geld in Silicon Valleys Tech-Start-ups. - nytimes.com US-Firma interessiert an deutschem Robotik-Start-up Neura Robotics - manager-magazin.de Auswirkungen von AG1® auf Darmmikrobiom: klinische Studie. - pubmed.ncbi.nlm.nih.gov

This week on More or Less, three-quarters of the squad goes full AI-agent mode with Morin's ClawCon, Sam's LinkedIn bots, and Brit's bot-agent-supervisor. We kick things off with The Information's breaking story (and potentially trade of the year): Elon's $1.2T SpaceX + xAI merger. Then we unpack why Jess thinks Jeff Bezos should sell The Washington Post, why media has to own the audience, and how “vibe buys,” cult capitalism, and winner-take-all narratives are still the real moats shaping where money flows. The Dead Internet Theory starts feeling uncomfortably real and we touch on why the future swings back to IRL and community-driven experiences. Plus: the Super Bowl in NorCal, Brit's Grammys rundown, and a cameo teaser.Chapters:00:53 – Dave and MSG's ClawCon04:05 – Super Bowl Week in NorCal04:31 – Today's Agenda: SpaceX + xAI, WaPo Layoffs, AI Fatigue, Super Bowl Week in NorCal05:33 – SpaceX + xAI Merger: Elon's Narrative Assets and the Deal's Winners & Losers17:27 – Washington Post Layoffs and Why Bezos Should Sell21:19 – Google Cloud Crushes Earnings22:22 – B2B vs. B2C: Is OpenAI Throwing Spaghetti at the Wall?29:44 – Claude's “No Ads” Jab at OpenAI32:12 – The Squad's OpenClaw Experiments41:39 – Dead Internet Theory45:55 – Super Bowl Logistics47:26 – Pop Culture Corner: Grammys Recap49:08 – Disney Names Parks Leader as CEOWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/sbhGfYsFUlsConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about how it seems every metal is surging including Gold, Silver, Platinum, Palladium, and what else? Plus, Shane reports on the options conference and record option volumes. Oh, and did the market and volatility overreact to Greenland? It lasted all of one day. Oh, we have a big earnings week coming so what is the options market predicting for earnings moves?   Big earnings week Implied volatility of most of the Mag 7 pre-earnings Record options contract volumes Greenland market event that lasted all of one day Volatility goes up and comes right back down Palladium, Copper, Gold, Platinum, and Silver all moving Bonds vs Gold     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       

OpenAI vollendet Umstrukturierung mit neuer Ownership-Struktur und $250 Milliarden Azure-Verpflichtung. Sam Altman hält keine direkten Anteile. Microsoft Earnings zeigen OpenAI-Verluste von $11-13 Milliarden pro Quartal durch Equity-Accounting. Amazon überzeugt mit starker AWS-Beschleunigung und $125 Milliarden CapEx-Plan. Google durchbricht $100 Milliarden Quartalsumsatz mit starkem Cloud- und Search-Wachstum trotz ChatGPT. 650 Millionen monatliche Gemini-Nutzer. Meta enttäuscht Investoren trotz Rekordwachstum wegen massiver CapEx ohne Cloud-Geschäft zur Refinanzierung. Apple kündigt zweistelliges Wachstum mit iPhone 17 an. Cloudflare und Reddit überzeugen mit Wachstumsbeschleunigung. Trump Jr. profitiert von Pentagon-Drohnenauftrag an seine Drohnenfirma. Naomi Seibt beantragt US-Asyl wegen angeblicher politischer Verfolgung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Microsoft Deal und IPO-Pläne (00:13:36) Microsoft Earnings (00:23:32) Amazon Earnings (00:38:46) Google Earnings (00:49:07) Meta Earnings (00:56:53) Apple Earnings (00:58:41) Cloudflare Earnings (01:03:27) Reddit Earnings (01:05:41) Trump Jr. Pentagon-Deal (01:07:55) Binance-Begnadigung (01:09:52) Naomi Seibt US-Asyl (01:16:11) Meta Porno-Vorwürfe Shownotes OpenAI bereitet IPO mit Bewertung von bis zu 1 Billion Dollar vor – reuters.com OpenAI-Umstrukturierung treibt Microsofts Bewertung über $4 Billionen – ft.com Trump Jr.-verbundene Drohnenfirma erhält Pentagon-Vertrag – ft.com Naomi Seibt: AfD-nahe Influencerin beantragt Asyl in den USA – spiegel.de Meta: Pornografie-Downloads für persönlichen Gebrauch, nicht KI-Training – mashable.com

Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google's spending while punishing others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era.We cover:• Revenue acceleration across Search, YouTube, and Cloud (+15% to +34%)• Gemini's rapid growth to 650M users, 300M paid• Why CAPEX to $93B is seen as productive, not reckless• Anthropic's commitment to TPUs and the growing Cloud backlog (+46%)• How AI integration is lifting engagement and monetization• Why Google's AI flywheel looks more efficient than peersDisclaimer Avory is an investor in AlphabetAvory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. 

Kate, Jeff, and Nidhi chat about the latest earnings from big names like Google, ITV, and Televisa Univision. They dive into how AI is driving ad growth, why digital formats are taking over, and how consumer spending is holding up despite tariffs and other challenges.They also explore what's happening in the auto world with EVs, how brands like Coca-Cola and LVMH are staying strong, and why ESPN's NFL deal could shake things up. Plus, hear how legacy media is juggling linear TV and streaming.00:00-Introduction01:25-Google Earnings and AI Investments07:40-European Media Owners: Challenges and Digital Shifts12:05-Televisa Univision and Sports Media Updates18:11-Automotive Industry: GM, EVs, and Tariff Impacts26:29-Luxury and CPG Trends: LVMH, Nestle, and Coca-Cola32:08-Looking Ahead: Upcoming Earnings and Economic SignalsMid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025

In der heutigen #kassensturz Folge, unseren Marketing & eCommerce News, geht es unter anderem um folgende Themen:(00:00) Intro(03:46) EU verhängt DMA Strafen gegen Apple & Meta(11:52) US-Justizministerium verhandelt Kartellrechtsstrafen gegen Google(19:01) Google (inkl. YouTube) Earnings 2024 & Shifts in Search &Streaming(24:40) ByteDance Earnings(28:51) ByteDance entwickelt AI Brille(34:46) Temu & Shein erhöhen Preise & stellen Ads ein(43:35) Finanzbehörde gibt grünes Licht für SHEIN's Börsengang in London(46:16) OpenAI x Shopify arbeiten wohl an Partnerschaft & Integration(48:12) Co-Pilot kündigt Merchant-Programm an(50:11) Meta trainiert AI wieder mit EU Nutzerdaten(51:19) Instagram verschärft Jugendschutz mithilfe von AI(53:11) Meta stärkt Retail Media Efforts(56:06) TikTok zeigt nun Reviews a la Google Maps an(57:12) TikTok launcht Community Notes(57:43) Patreon launcht Livestreaming Feature(58:45) DHL stellt Cross-Border B2C US-Versand für Pakete über $800 ein(59:36) Knuspr Chef Hübner tritt zurück (1:01:33) Cookie-Ende von Google erneut verschoben(1:02:17) Meta launcht CapCut Creator Software Klon “Edits”QuellenDMA Strafen gegen Apple & Metahttps://retail-news.de/eu-strafe-apple-meta-dma/ Kartellrechtsstrafen gegen Googlehttps://www.reuters.com/sustainability/boards-policy-regulation/google-faces-trial-us-bid-end-search-monopoly-2025-04-21/ bloomberg.com/news/articles/2025-04-22/openai-would-buy-google-s-chrome-browser-chatgpt-chief-says theverge.com/policy/654835/perplexity-google-antitrust-trial-remedies-chrome Google Earnings 2024 https://www.ft.com/content/168e9ba3-e2ff-4c63-97a3-8d7c78802d40 ByteDance Earningshttps://www.theinformation.com/articles/bytedances-2024-revenue-shows-importance-tiktok ByteDance entwickelt AI Brillehttp://theinformation.com/articles/bytedance-developing-ai-smart-glasses Temu & Shein erhöhen Preise & stellen Ads einhttps://www.scmp.com/tech/big-tech/article/3307050/shein-temu-increase-us-prices-next-week-after-trumps-tariffs-de-minimis-shift https://www.scmp.com/tech/big-tech/article/3306806/temu-cuts-us-ads-google-meta-after-trumps-tariffs-app-downloads-plunge SHEIN's Börsengang in Londonhttps://retail-news.de/shein-boersengang-london-genehmigung-fca/ OpenAI x Shopify Partnerschafthttps://www.testingcatalog.com/openai-and-shopify-poised-for-partnership-as-chatgpt-adds-in-chat-shopping/ Meta trainiert AI wieder mit EU Nutzerdatenhttps://www.theverge.com/news/648128/meta-training-ai-eu-user-data Instagram verschärft Jugendschutz mithilfe von AIhttps://www.socialmediatoday.com/news/instagram-expands-ai-age-checking-parent-notifications/745938/ Meta Retail Media Budgetshttps://www.adweek.com/commerce/meta-is-racing-for-retail-media-budgets/?itm_source=parsely-api TikTok zeigt nun Reviews a la Google Maps anhttps://techcrunch.com/2025/04/15/tiktok-takes-on-google-maps-by-surfacing-reviews-in-the-comments-tab/ TikTok launcht Community Noteshttps://www.abs-cbn.com/news/technology/2025/4/17/tiktok-tests-letting-users-add-informative-footnotes-0902 Patreon launcht Livestreaming Featurehttps://www.theverge.com/news/649180/patreon-livestreaming-video-twitch DHL stellt Cross-Border US-Versand für Pakete über $800 einhttps://www.onlinehaendler-news.de/logistik/paketdienste/dhl-stoppt-versand-usa Knuspr Chef Hübner tritt zurückhttps://lebensmittelpraxis.de/handel-aktuell/44041-online-lebensmittelhandel-knuspr-chef-huebner-tritt-zurueck.html Cookie-Ende erneut verschobenhttps://www.heise.de/news/Abfrage-zu-Drittanbieter-Cookies-Google-beerdigt-Plan-fuer-die-Privacy-Sandbox-10358998.html Meta launcht CapCut Klon “Edits”https://www.heise.de/en/news/Edits-by-Instagram-Meta-launches-video-editor-as-an-app-10360811.html Max & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

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This week, guess what, we saw more Google search ranking volatility heat up mid-week. Several new studies have come out showing that AI Overviews hurt click-through rates from search results. Google will stop supporting the...

Live at 2pm PT, today's episode of "3rd Bullish Day in a Row!" breaks down the massive 3-day rally lighting up the markets! The S&P 500, Nasdaq, and Dow are all surging—and we're here to uncover what's fueling the momentum and whether it can continue. We'll also dive into Google's latest earnings, a fresh update on the U.S.-China trade war, and the technical picture shaping short-term market direction.

Dan Nathan hosts Gene Munster, Managing Partner at Deepwater Asset Management, on the Risk Reversal Podcast. They discuss the frustrating state of the stock market, focusing on issues such as tariffs, trade wars, and economic fundamentals. Gene shares a personal anecdote about market prediction challenges and reflects on the economic outlook amid geopolitical tensions. They delve into the performance of major stocks, including Tesla and Google, and explore the impact of AI and search technologies on Google's business model. The episode also touches on Nvidia's challenges due to export bans and the pressure on tech stocks. Dan and Gene provide an in-depth analysis of market conditions and future projections, emphasizing the importance of both short-term awareness and long-term optimism. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

(0:00) Bestie intros! (5:40) US Real GDP growth comes in at 2.8%, but there are underlying issues (29:16) Google earnings: YouTube and Cloud post huge quarters, would they have survived outside of Google? (36:24) Sacks's idea to auction off public spectrum licenses of major broadcast networks (42:17) How the media became one of the least trusted institutions in the US (54:26) Why Joe Rogan's interview with Trump was not appearing in YouTube search results (1:08:54) Final pre-election segment: how it's tracking, election integrity, voter fraud stats Get notified for the Election Night Livestream: https://www.youtube.com/watch?v=D4Xaqgd9-Ro Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://fred.stlouisfed.org/series/DGS10 https://x.com/freesites_com/status/1851615700869144908 https://www.cnbc.com/2024/10/30/dropbox-slashes-20percent-of-global-workforce-eliminating-500-roles.html https://fred.stlouisfed.org/series/FYONGDA188S https://www.commercebank.com/about-us/prime-rate-update https://www.fdic.gov/system/files/2024-05/unrealized-gains-losses-on-investment-securities.png https://abc.xyz/assets/71/a5/78197a7540c987f13d247728a371/2024q3-alphabet-earnings-release.pdf https://www.cnbc.com/2024/10/29/google-cfo-says-company-can-push-a-little-further-in-cost-savings.html https://variety.com/2024/digital/news/youtube-q3-2024-advertising-revenue-growth-1236193926 https://x.com/DavidSacks/status/1818467743479542130 https://news.gallup.com/poll/512861/media-confidence-matches-2016-record-low.aspx https://news.gallup.com/poll/508169/historically-low-faith-institutions-continues.aspx https://www.axios.com/2023/10/24/americans-trust-in-media-plummets-to-historic-low-poll https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust https://x.com/DavidSacks/status/1850277560816681255 https://x.com/DavidSacks/status/1850979360037356001/photo/1 https://x.com/davidsacks/status/1844429818554876026 https://x.com/elonmusk/status/1851745648313602189

Die große Big Tech Earnings Folge mit Zahlen von Google, Apple, Facebook, Amazon und Microsoft. Warum Reddit in zwei Jahren weniger als 20 Milliarden wert sein könnte? Pip erklärt, ob er seit der letzten Folge eine gute Gegenhypothese zu seiner Hyperscaler Wette erhalten hat. ChatGPT kann jetzt im Internet suchen. Werbung: Mehr Infos zu der CODEx mit David Kriesel, IT Jobs bei der HDI und die LinkedIn Profile von André und Jonas gibt es auf HDI.Group/DG Werbung: Sei dabei beim 'Grow with Braze' Event - dem Marketing-Netzwerktreffen rund um Customer Engagement. Erlebe unter anderem Pip mit seiner Keynote 'Beyond the AI Hype' und tausche dich mit Branchenexperten aus. Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:07:50) Reddit (00:22:00) Big Tech (00:24:20) Google Earnings (00:35:00) Amazon Earnings (00:47:00) Microsoft Earnings (00:59:10) Meta Earnings (01:06:00) Apple Earnings (01:16:00) OpenAI Suche (01:20:00) Andere Tech News Snownotes  Reddit Post von Philipp Klöckner LinkedIn Elon Musks xAI in Gesprächen über eine Finanzierung in Höhe von 40 Mrd. Dollar WSJ

The earnings parade rolls on with Google, EA, Visa, Chipotle, Snap, AMD, Reddit and more. We have instant analysis and reaction from Evercore's Mark Mahaney, Bernstein's Stacy Rasgon and DA Davidson's Gil Luria. Plus, Chipotle interim CEO Scott Boatwright gives his first earnings interview in the role to talk his strategy for the company, the latest results and more. 

Gene and Doug discuss the recent Tesla earnings, Google earnings, and OpenAI's new search product, SearchGPT. The conversation highlights the importance of autonomy for Tesla, the significance of AI investments for Google, and the potential impact of OpenAI's search product on Google. They also touch on the overall market sentiment towards big tech stocks and the need for continued investment in AI. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Qualcomm Snapdragon Summit 2023 https://twitter.com/PatrickMoorhead/status/1716895880127947181 https://twitter.com/PatrickMoorhead/status/1716915259116830767 https://twitter.com/PatrickMoorhead/status/1716923060803248304 https://twitter.com/PatrickMoorhead/status/1716919866983330221 https://twitter.com/PatrickMoorhead/status/1716905939943772324 https://twitter.com/PatrickMoorhead/status/1716906583949734350 https://twitter.com/PatrickMoorhead/status/1716894449836728810 https://twitter.com/danielnewmanUV/status/1717256985236901951 https://twitter.com/danielnewmanUV/status/1716906245112963390 https://twitter.com/danielnewmanUV/status/1716903553447743835 https://twitter.com/danielnewmanUV/status/1716899768847483001 https://twitter.com/PatrickMoorhead/status/1717279255690924217   Microsoft Earnings https://twitter.com/danielnewmanUV/status/1716914101459554732 https://www.microsoft.com/en-us/investor/earnings/FY-2024-Q1/press-release-webcast   NVIDIA Creating Arm-based SOC? https://twitter.com/PatrickMoorhead/status/1717235180103258389 https://twitter.com/PatrickMoorhead/status/1716615826500129188 https://twitter.com/danielnewmanUV/status/1716811474537222537   Google Earnings https://twitter.com/danielnewmanUV/status/1716917751196135802   Intel Earnings https://finance.yahoo.com/news/intel-q3-earnings-133239072.html   IBM Earnings https://twitter.com/danielnewmanUV/status/1717273676138353100 https://www.cnbc.com/2023/10/25/ibm-q3-earnings-report-2023.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Wie steht es wirklich um Insolvenzen in Deutschland? Die Cloud-Services von Microsoft und Alphabet haben gegensätzlich performt. Wir tauchen in diese beiden Big Tech Earnings ein und schauen außerdem auf die Zahlen von Spotify und Snap. Ein Hörer sucht einen CEO Nachfolger für die nächste Phase im Start-up / Scale-up Lebenszyklus. Der Web Summit CEO tritt zurück, Xing fokussiert sich und Cloudflare macht fragwürdige PR. Werbung: Schreibe deine Rechnungen wie die Doppelgänger mit sevDesk. Bis Ende November gibt es mit dem Gutscheincode DG50 50% für 12 oder 24 Monate. sevDesk.de/dg Aktuelle Werbepartner des Doppelgänger Tech Talk Podcasts Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Insolvenzen (00:12:55) Nachfolger CEO finden (00:20:00) LinkedIn Links (00:25:15) Xing (00:32:45) Cloudflare Okta Hack (00:41:30) Web Summit CEO Rücktritt (00:49:00) Twitter ein Jahr nach Übernahme (00:53:30) Spotify Earnings (01:02:10) Google Earnings (01:06:45) Microsoft Earnings (01:15:50) Snap Earnings Shownotes: LinkedIn Links Xing Fokuswechsel Cloudflare & Okta: Twitter Web Summit CEO Rücktritt: The Information Similarweb zu Twitter

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Microsoft Earnings https://twitter.com/danielnewmanUV/status/1683966709596577792?s=20   Qualcomm Runs the Table at Samsung Unpacked 2023 https://www.forbes.com/sites/patrickmoorhead/2023/07/26/samsung-unpacked-2023-years-of-persistence-leads-to-higher-degrees-of-fold-success/ https://www.qualcomm.com/news/releases/2023/07/snapdragon-powers-samsung-s-new-galaxy-lineup-globally   Google Earnings https://twitter.com/danielnewmanUV/status/1684008978752368640?s=20   T-Mobile earnings; 4x CA 5G https://www.t-mobile.com/news/network/t-mobile-revs-up-5g-with-four-carrier-aggregation https://investor.t-mobile.com/events-and-presentations/events/event-details/2023/T-Mobile-Q2-2023-Earnings-Call/default.aspx   Intel Earnings & Ericsson 18A for IFS https://www.intel.com/content/www/us/en/newsroom/news/intel-ericsson-expand-strategic-collaboration-5g-infrastructure.html   EU Investigates Adobe-Figma Deal https://twitter.com/danielnewmanUV/status/1683860715671523331?s=20 https://twitter.com/PatrickMoorhead/status/1683722961029861376?s=20   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

This week Mary Ann, Natasha and Alex were especially chattery as they waded through a busy week in tech and startups. We're talking AI. We're talking layoffs. And we're talking coffee.Here's what we got into:Three deals of the week from copyright requests around "-GPT" to Ansa, a wallet ready to make you even more loyal to your local cafes to First Republic Bank's tanking share price and all the thoughts that feel all too reminiscent of our reporting just six weeks ago.Fintech venture layoffs, and the state of startup hiring more generally. Based off of Mary Ann's scoop, we got into the nitty-gritty of just how much staff a venture firm needs, and why.Earnings! Alex has spent more time than is healthy reading through recent financial disclosures from tech companies big and small. The result? Decent news for startups.We end with notes on coffee. How does coffee fit into Equity? Well, when it's venture backed and growing, we don't care if it powered by beans or AI.We'll be back in your ears again on Monday to catch up on the weekend's headlines. If you miss us in the meantime, follow us @EquityPod and check out Alex and Natasha's cameos on TechCrunch Live!For episode transcripts and more, head to Equity's Simplecast website. Equity drops at 7:00 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotifyand all the casts. TechCrunch also has a great show on crypto, a show that interviews founders, one that details how our stories come together and more!

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Amazon Earnings https://twitter.com/PatrickMoorhead/status/1621266983621885953?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g https://twitter.com/danielnewmanUV/status/1621259630390247430?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Qualcomm Earnings https://twitter.com/PatrickMoorhead/status/1621261866243858432?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621253148898623489?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Google Earnings https://twitter.com/PatrickMoorhead/status/1621258455591063552?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/danielnewmanUV/status/1621283700511055873?s=20&t=GYCByZ229wQlDeFQHPxS2g https://twitter.com/danielnewmanUV/status/1621253714731212808?s=20&t=Gvpni9yKynPy2JRBSi1WQw   AMD Earnings https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/PatrickMoorhead/status/1620546525637259265?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://twitter.com/CNBCWEX/status/1620025734495444992?s=20&t=cHwkAfHiXmrb9kOLNiDUvQ https://www.forbes.com/sites/patrickmoorhead/2023/01/31/intels-future-is-prettier-than-its-past-quarter-and-guide/   Apple Earnings https://twitter.com/danielnewmanUV/status/1621110417035763716?s=20&t=Gvpni9yKynPy2JRBSi1WQw   Samsung Galaxy Unpacked https://twitter.com/PatrickMoorhead/status/1620830292557860864?s=20&t=Gvpni9yKynPy2JRBSi1WQw https://www.forbes.com/sites/patrickmoorhead/2023/02/01/samsung-announces-its-next-generation-flagship-s-series-devices-and-galaxy-book3-laptops/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

I'm live from the Genius Bar at the Apple Store today (yes, I went around to every device and subscribed to the podcast). Here's what's on tap... We'll take a look at the markets (00:00:00-00:00:25) before we get into Apple's fall from grace (00:00:25-00:01:38). Then we break down Google (00:01:39-00:02:15) and Amazon's (00:02:16-00:02:43) earnings. After that we meet Bridgewater's new CIO (00:02:44-00:03:07) and chat Coinbase clearing its name (00:03:08-00:03:34). We finish up by discussing Ryan Cohen's latest investment (00:03:35-00:04:05) and getting into what's on the docket for today (00:04:06-00:04:28). We'd love your feedback: https://forms.gle/tYLy9ySTWJdEMAaCA

Wieso brauchen Tech Firmen so viele Menschen für eine App? Wie wird man gekündigt? IONOS IPO Deep Dive. Wir fangen mit Peloton, Meta und Snap Earnings an. Alles Aktien auf A: Amazon, Apple und Alphabet (AAA). Philipp Glöckler (https://www.linkedin.com/in/philippgloeckler/) und Philipp Klöckner (https://twitter.com/pip_net) sprechen heute über: (00:01:30) Zu viele Mitarbeiter bei Tech Firmen? (00:15:50) Gekündigt (00:22:10) IONOS IPO (00:52:45) green ETF ACWI ESG Screened von Xtrackers. ISIN IE00BGHQ0G80 (00:57:00) Peloton Earnings (01:08:45) Meta Earnings (01:32:20) Snap Earnings (01:38:00) Amazon Earnings (01:57:00) Apple Earnings (02:07:00) Google Earnings (02:12:00) YouTube (02:21:00) Twitter Shownotes: Werbung: Jetzt 3 gratis Monate PRIME+ bei Scalable sichern. Besparen, handeln und sogar 2,3% Zinsen im Jahr - bis zu einem Guthaben von 100.000 €. Anmelden auf doppelgaenger.io/scalable. Zinsangebot unter scalable.capital/zinsen. Office Space Trailer https://www.youtube.com/watch?v=3_fG_zLbBeU Fabio De Masi: Lieber Peter Altmaier , Ernsthafte Frage: Warum wollte Milliardär Angermayer mit Ihnen neben Corona auch über seine Magic Mushroom

Notes for the show are below some of the links, but I focus on $AXP $ARKG $BRK.B $AAPL $AMZN $META $AMZN $NFLX $INTU $QCOM $DVN $CVX $SPY In Mexico - the show is sponsored by $MELI - what a killer stock. In the US - the show is sponsored by Carvana $CVNA SPONSORED BY VISIBLE - Check out this page: https://www.visible.com/get/?3MFGCRG, it has all the info you need to know about joining Visible. When you use my friend code, 3MFGCRG, you'll get your first month of service for $20-off! Use code DSP25 for 25% off Trendspider's platform - https://trendspider.com/?_go=gary93 Please use this link as I do get a commission when you sign up, but it's the program I use my algorithm in and I'll give you access to the algorithm if you sign up through this link. I will also give you watch lists and my custom scans that I use in the podcast every day. Sign up for Webull and get free stocks like I did - WEBULL LINK Support the podcast - HERE Social Links and more - https://linktr.ee/dailystockpick NOTES Fed expected to hike .25% Earnings this week are gonna be huge market movers $axp - earnings strong and consumer is strong Sell the tech rally because it should come back down $Intc earnings is just Intel - $amd $nvda and $qcom should be okay Earnings week $AMZN $AAPL $SOFI $AMD $META $GOOGL $XOM $UPS $GM $PFE $CAT $F $SNAP $MCD $SPOT $PHG $ARLP $LICY $QCOM $PSX $MPC $MRK $SMCI $WM $COP $NXPI $AGNC $MO $BEN $LLY $DX $X $TMUS $SBUX $PTON $BSX $EPD $WHR $BMY $GILD $TEAM $SBT $HP $CI $iwm golden cross Bill murray instagram Hey good morning Gary! Friday was an up day for my meager holdings lol, recently bought UA , TSLA, CCAP ( thank you for taking a look at ccap) and BAC , I also hold a stock DOMA , which is way down from where I bought it . Now it's moving up . SCANS $RBLX $ARKG $WYNN $CRSP $STWD $COIN $BKNG $ODFL --- Support this podcast: https://anchor.fm/dailystockpick/support

Alphabet reported an unexpectedly severe slowdown in its core search ads business, and the European Central Bank is going to start talks on shrinking its balance sheet. Plus, the FT's Stefania Palma explains which US Supreme Court cases could have a major impact on businesses. Mentioned in this podcast:Alphabet shares knocked by sluggish revenue growthSolid cloud demand helps Microsoft offset PC market weaknessECB to start talks on shrinking balance sheet amid bond market turmoilFT Live event: Xi after the People's Congress The FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Bloomberg's Caroline Hyde, in for Emily Chang, breaks down the latest from Google's and Microsoft's earnings results. Plus, a look at Bilt Rewards' latest valuation and mission, and Matt Levine's "Story of Crypto" in the latest Bloomberg Businessweek edition. See omnystudio.com/listener for privacy information.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Microsoft Earnings https://twitter.com/PatrickMoorhead/status/1552024184737390593?s=20&t=1sb6acWQK7fooexsva3v5Q https://twitter.com/PatrickMoorhead/status/1552299002590363650?s=20&t=5yMI9NkksXfiRbJNaHfecQ https://view.officeapps.live.com/op/view.aspx?src=https://c.s-microsoft.com/en-us/CMSFiles/SlidesFY22Q4.pptx?version=070ad1a9-5b58-9554-efe7-3162f36099d8   Google Earnings https://twitter.com/PatrickMoorhead/status/1552031769226010624?s=20&t=1sb6acWQK7fooexsva3v5Q https://abc.xyz/investor/static/pdf/2022Q2_alphabet_earnings_release.pdf?cache=ed395cc   AWS Earnings https://twitter.com/patrickmoorhead/status/1552768926588739586?s=21&t=I6sp8v32LJ9GXS-B8pr4aw   Honeywell Earnings https://twitter.com/danielnewmanUV/status/1552617769534906370?s=20&t=-5wFuq3mFZZy2f2cscasaA https://honeywell.gcs-web.com/static-files/3c6fd57c-eb70-4587-9825-a0d578643d25 https://twitter.com/PatrickMoorhead/status/1552677464878596096?s=20&t=yQIoDTZzzAcpqOAZMBntjw   Intel Earnings;  IFS Snags MediaTek as First Wafer Customer https://twitter.com/PatrickMoorhead/status/1552754174395387905?s=20&t=klN5gjUXgLO8KyOVULs0zA https://twitter.com/PatrickMoorhead/status/1551545521764028416?s=20&t=5   Qualcomm Earnings & Samsung Deal https://twitter.com/PatrickMoorhead/status/1552384802279522304?s=20&t=5yMI9NkksXfiRbJNaHfecQ https://d1io3yog0oux5.cloudfront.net/_35688d2164cb4b7c9dd4df60ea47e262/qualcomm/db/773/7141/file/FY2022+3rd+Quarter+Earnings+Presentation_7.27.22_Final_v2.pdf https://futurumresearch.com/research-notes/qualcomm-q3-2022-revenue-hits-10-9b-beating-estimates/   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Bloomberg's Emily Chang breaks down Alphabet's quarterly earnings and takes a look at the $52 billion CHIPS bill which is getting one step closer to President Biden's desk. Plus, SEC investigates Coinbase over the possible trading of unregistered securities. See omnystudio.com/listener for privacy information.

Elon sagt “It wasn't me”. Was würde passieren, wenn Elon Musk alles seine Tesla Aktien verkaufen würde? Delivery Hero ist break-even. Twitter Earnings. Pip im Klarna-Schulden-Sumpf. VW wirft Herbert Diess raus und Oliver Blume hat das PorscheGate an den Hacken. Warum sollten private Investoren eine intensive Recherche machen? Live Earnings von Alphabet und Microsoft. Am Ende zeigt Philipp Pip noch Squarespace. Philipp Glöckler (https://twitter.com/gloeckler) und Philipp Klöckner (https://twitter.com/pip_net) sprechen heute über: (00:10:00) Elon (00:17:00) Insider Trading, Signaling Wirkung, Over the Counter Verkäufe (00:20:30) Delivery Hero (00:26:30) Twitter (00:44:50) als Kleinanleger den Markt durch Research schlagen? (00:52:30) Diess geht (01:03:00) Google Earnings (01:04:00) Msft Earnings Shownotes: **Doppelgänger Tech Talk Podcast** Doppelgänger & Friends auf Twitch https://www.twitch.tv/doppelgaengerio Sheet https://doppelgaenger.io/sheet/ Earnings & Event Kalender https://www.doppelgaenger.io/kalender/ Disclaimer https://www.doppelgaenger.io/disclaimer/ Post Production by Jan Wagener https://twitter.com/JanAusDemOff

Discussing content moderation on Twitter. A Blockbuster documentary recommendation. Troubleshooting legacy email connections. Changing the default search engine for Windows. Troubleshooting and disabling WiFi Protected Setup. Upgrading to wired ethernet in every room. Finding a way to video chat with pets while you're away from home. Understanding ad tech. Syncing a local Outlook account with Outlook online. Plus, conversations with Scott Wilkinson, Johnny Jet, and Dick Debartolo. You Can Now Ask Google to Remove Your Phone Number, Email or Address from Search Results – Krebs on Security Remove your personal information from Google - Google Search Help Spokeo - People Search | White Pages | Reverse Phone Lookup Why Netflix Is the Worst Performing Stock in the S&P 500 - The New York Times FY22 Q3 - Press Releases - Investor Relations - Microsoft https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf Meta Earnings: Facebook Parent's Profit Drops 21% - The New York Times Spotify — Spotify Technology S.A. Announces Financial Results for First Quarter 2022 The Shadow Crew Who Encouraged Elon Musk's Twitter Takeover - WSJ Framework | The Framework Laptop is now in stock! Thanks for Joining Us at the 2022 NAB Show - 2022 NAB Show ATSC 3.0 - Wikipedia CNET: Free 4K from an antenna - These 2021 TVs from Samsung, Sony and LG can get it - ATSC : NextGen TV $200 NextGen TV Tuner Now Available on Amazon | TV Tech Features - ZapperBox The Last Blockbuster (2020) - IMDb Prodigy.net - Is Prodigy Down Right Now? Configure Gmail to Pull Mail from prodigy.net | Red Stamp Mail Windows 11: How to set Google as your default search engine instead of Bing - CNET The Internet's Most Unique Clock Uses Google Earth - JohnnyJet.com Earth Clock This man is trolling his airline with PowerPoint presentations to find his missing bag. | CNN Travel SCOTTeVEST: It's not Rocket Science. It's Pocket Science! theoriginalmusclebeach.com Furbo Dog Camera | Treat Tossing Pet Camera with Barking Alerts Alexa's most underrated feature: Why you should 'drop in' on Amazon Echo more often - CNET Interactive Pet Camera • Best Dog Camera 2020 • PetChatz® High-Speed, Secure & Anonymous VPN Service | ExpressVPN NextDNS - The new firewall for the modern Internet uBlock Origin - Free, open-source ad content blocker. Insects Like Your Skin? Here's A Way To Take The "Bite Away" | Giz Wiz Biz Host: Leo Laporte Guests: Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1889 Download or subscribe to this show at: https://twit.tv/shows/the-tech-guy Sponsor: wealthfront.com/techguy

Discussing content moderation on Twitter. A Blockbuster documentary recommendation. Troubleshooting legacy email connections. Changing the default search engine for Windows. Troubleshooting and disabling WiFi Protected Setup. Upgrading to wired ethernet in every room. Finding a way to video chat with pets while you're away from home. Understanding ad tech. Syncing a local Outlook account with Outlook online. Plus, conversations with Scott Wilkinson, Johnny Jet, and Dick Debartolo. You Can Now Ask Google to Remove Your Phone Number, Email or Address from Search Results – Krebs on Security Remove your personal information from Google - Google Search Help Spokeo - People Search | White Pages | Reverse Phone Lookup Why Netflix Is the Worst Performing Stock in the S&P 500 - The New York Times FY22 Q3 - Press Releases - Investor Relations - Microsoft https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf Meta Earnings: Facebook Parent's Profit Drops 21% - The New York Times Spotify — Spotify Technology S.A. Announces Financial Results for First Quarter 2022 The Shadow Crew Who Encouraged Elon Musk's Twitter Takeover - WSJ Framework | The Framework Laptop is now in stock! Thanks for Joining Us at the 2022 NAB Show - 2022 NAB Show ATSC 3.0 - Wikipedia CNET: Free 4K from an antenna - These 2021 TVs from Samsung, Sony and LG can get it - ATSC : NextGen TV $200 NextGen TV Tuner Now Available on Amazon | TV Tech Features - ZapperBox The Last Blockbuster (2020) - IMDb Prodigy.net - Is Prodigy Down Right Now? Configure Gmail to Pull Mail from prodigy.net | Red Stamp Mail Windows 11: How to set Google as your default search engine instead of Bing - CNET The Internet's Most Unique Clock Uses Google Earth - JohnnyJet.com Earth Clock This man is trolling his airline with PowerPoint presentations to find his missing bag. | CNN Travel SCOTTeVEST: It's not Rocket Science. It's Pocket Science! theoriginalmusclebeach.com Furbo Dog Camera | Treat Tossing Pet Camera with Barking Alerts Alexa's most underrated feature: Why you should 'drop in' on Amazon Echo more often - CNET Interactive Pet Camera • Best Dog Camera 2020 • PetChatz® High-Speed, Secure & Anonymous VPN Service | ExpressVPN NextDNS - The new firewall for the modern Internet uBlock Origin - Free, open-source ad content blocker. Insects Like Your Skin? Here's A Way To Take The "Bite Away" | Giz Wiz Biz Host: Leo Laporte Guests: Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1889 Download or subscribe to this show at: https://twit.tv/shows/all-twittv-shows Sponsor: wealthfront.com/techguy

Discussing content moderation on Twitter. A Blockbuster documentary recommendation. Troubleshooting legacy email connections. Changing the default search engine for Windows. Troubleshooting and disabling WiFi Protected Setup. Upgrading to wired ethernet in every room. Finding a way to video chat with pets while you're away from home. Understanding ad tech. Syncing a local Outlook account with Outlook online. Plus, conversations with Scott Wilkinson, Johnny Jet, and Dick Debartolo. You Can Now Ask Google to Remove Your Phone Number, Email or Address from Search Results – Krebs on Security Remove your personal information from Google - Google Search Help Spokeo - People Search | White Pages | Reverse Phone Lookup Why Netflix Is the Worst Performing Stock in the S&P 500 - The New York Times FY22 Q3 - Press Releases - Investor Relations - Microsoft https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf Meta Earnings: Facebook Parent's Profit Drops 21% - The New York Times Spotify — Spotify Technology S.A. Announces Financial Results for First Quarter 2022 The Shadow Crew Who Encouraged Elon Musk's Twitter Takeover - WSJ Framework | The Framework Laptop is now in stock! Thanks for Joining Us at the 2022 NAB Show - 2022 NAB Show ATSC 3.0 - Wikipedia CNET: Free 4K from an antenna - These 2021 TVs from Samsung, Sony and LG can get it - ATSC : NextGen TV $200 NextGen TV Tuner Now Available on Amazon | TV Tech Features - ZapperBox The Last Blockbuster (2020) - IMDb Prodigy.net - Is Prodigy Down Right Now? Configure Gmail to Pull Mail from prodigy.net | Red Stamp Mail Windows 11: How to set Google as your default search engine instead of Bing - CNET The Internet's Most Unique Clock Uses Google Earth - JohnnyJet.com Earth Clock This man is trolling his airline with PowerPoint presentations to find his missing bag. | CNN Travel SCOTTeVEST: It's not Rocket Science. It's Pocket Science! theoriginalmusclebeach.com Furbo Dog Camera | Treat Tossing Pet Camera with Barking Alerts Alexa's most underrated feature: Why you should 'drop in' on Amazon Echo more often - CNET Interactive Pet Camera • Best Dog Camera 2020 • PetChatz® High-Speed, Secure & Anonymous VPN Service | ExpressVPN NextDNS - The new firewall for the modern Internet uBlock Origin - Free, open-source ad content blocker. Insects Like Your Skin? Here's A Way To Take The "Bite Away" | Giz Wiz Biz Host: Leo Laporte Guests: Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1889 Download or subscribe to this show at: https://twit.tv/shows/radio-leo Sponsor: wealthfront.com/techguy

Discussing content moderation on Twitter. A Blockbuster documentary recommendation. Troubleshooting legacy email connections. Changing the default search engine for Windows. Troubleshooting and disabling WiFi Protected Setup. Upgrading to wired ethernet in every room. Finding a way to video chat with pets while you're away from home. Understanding ad tech. Syncing a local Outlook account with Outlook online. Plus, conversations with Scott Wilkinson, Johnny Jet, and Dick Debartolo. You Can Now Ask Google to Remove Your Phone Number, Email or Address from Search Results – Krebs on Security Remove your personal information from Google - Google Search Help Spokeo - People Search | White Pages | Reverse Phone Lookup Why Netflix Is the Worst Performing Stock in the S&P 500 - The New York Times FY22 Q3 - Press Releases - Investor Relations - Microsoft https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf Meta Earnings: Facebook Parent's Profit Drops 21% - The New York Times Spotify — Spotify Technology S.A. Announces Financial Results for First Quarter 2022 The Shadow Crew Who Encouraged Elon Musk's Twitter Takeover - WSJ Framework | The Framework Laptop is now in stock! Thanks for Joining Us at the 2022 NAB Show - 2022 NAB Show ATSC 3.0 - Wikipedia CNET: Free 4K from an antenna - These 2021 TVs from Samsung, Sony and LG can get it - ATSC : NextGen TV $200 NextGen TV Tuner Now Available on Amazon | TV Tech Features - ZapperBox The Last Blockbuster (2020) - IMDb Prodigy.net - Is Prodigy Down Right Now? Configure Gmail to Pull Mail from prodigy.net | Red Stamp Mail Windows 11: How to set Google as your default search engine instead of Bing - CNET The Internet's Most Unique Clock Uses Google Earth - JohnnyJet.com Earth Clock This man is trolling his airline with PowerPoint presentations to find his missing bag. | CNN Travel SCOTTeVEST: It's not Rocket Science. It's Pocket Science! theoriginalmusclebeach.com Furbo Dog Camera | Treat Tossing Pet Camera with Barking Alerts Alexa's most underrated feature: Why you should 'drop in' on Amazon Echo more often - CNET Interactive Pet Camera • Best Dog Camera 2020 • PetChatz® High-Speed, Secure & Anonymous VPN Service | ExpressVPN NextDNS - The new firewall for the modern Internet uBlock Origin - Free, open-source ad content blocker. Insects Like Your Skin? Here's A Way To Take The "Bite Away" | Giz Wiz Biz Host: Leo Laporte Guests: Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1889 Download or subscribe to this show at: https://twit.tv/shows/the-tech-guy Sponsor: wealthfront.com/techguy

Discussing content moderation on Twitter. A Blockbuster documentary recommendation. Troubleshooting legacy email connections. Changing the default search engine for Windows. Troubleshooting and disabling WiFi Protected Setup. Upgrading to wired ethernet in every room. Finding a way to video chat with pets while you're away from home. Understanding ad tech. Syncing a local Outlook account with Outlook online. Plus, conversations with Scott Wilkinson, Johnny Jet, and Dick Debartolo. You Can Now Ask Google to Remove Your Phone Number, Email or Address from Search Results – Krebs on Security Remove your personal information from Google - Google Search Help Spokeo - People Search | White Pages | Reverse Phone Lookup Why Netflix Is the Worst Performing Stock in the S&P 500 - The New York Times FY22 Q3 - Press Releases - Investor Relations - Microsoft https://abc.xyz/investor/static/pdf/2022Q1_alphabet_earnings_release.pdf Meta Earnings: Facebook Parent's Profit Drops 21% - The New York Times Spotify — Spotify Technology S.A. Announces Financial Results for First Quarter 2022 The Shadow Crew Who Encouraged Elon Musk's Twitter Takeover - WSJ Framework | The Framework Laptop is now in stock! Thanks for Joining Us at the 2022 NAB Show - 2022 NAB Show ATSC 3.0 - Wikipedia CNET: Free 4K from an antenna - These 2021 TVs from Samsung, Sony and LG can get it - ATSC : NextGen TV $200 NextGen TV Tuner Now Available on Amazon | TV Tech Features - ZapperBox The Last Blockbuster (2020) - IMDb Prodigy.net - Is Prodigy Down Right Now? Configure Gmail to Pull Mail from prodigy.net | Red Stamp Mail Windows 11: How to set Google as your default search engine instead of Bing - CNET The Internet's Most Unique Clock Uses Google Earth - JohnnyJet.com Earth Clock This man is trolling his airline with PowerPoint presentations to find his missing bag. | CNN Travel SCOTTeVEST: It's not Rocket Science. It's Pocket Science! theoriginalmusclebeach.com Furbo Dog Camera | Treat Tossing Pet Camera with Barking Alerts Alexa's most underrated feature: Why you should 'drop in' on Amazon Echo more often - CNET Interactive Pet Camera • Best Dog Camera 2020 • PetChatz® High-Speed, Secure & Anonymous VPN Service | ExpressVPN NextDNS - The new firewall for the modern Internet uBlock Origin - Free, open-source ad content blocker. Insects Like Your Skin? Here's A Way To Take The "Bite Away" | Giz Wiz Biz Host: Leo Laporte Guests: Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1889 Download or subscribe to this show at: https://twit.tv/shows/all-twittv-shows Sponsor: wealthfront.com/techguy

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week's show we will be talking:   Microsoft Earnings https://twitter.com/PatrickMoorhead/status/1519136245078798338?s=20 https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022 https://futurumresearch.com/research-notes/microsoft-q3-outpaces-expectations-and-continues-string-of-record-quarters/   Google Earnings https://twitter.com/PatrickMoorhead/status/1519141269397770241?s=20 https://www.bloomberg.com/news/videos/2022-04-27/-bloomberg-technology-full-show-04-26-2022 https://www.forbes.com/sites/patrickmoorhead/2022/04/25/googles-data-cloud-summit-serves-up-incremental-new-capabilities/   Intel Earnings https://twitter.com/PatrickMoorhead/status/1519776285949677570?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q https://twitter.com/danielnewmanUV/status/1519795904768880640?s=20&t=F6e5kA-3WJGicGWoPaOmbA https://twitter.com/danielnewmanUV/status/1519769725219319814?s=20&t=F6e5kA-3WJGicGWoPaOmbA   Qualcomm Earnings https://twitter.com/PatrickMoorhead/status/1519496104575860736?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q https://futurumresearch.com/research-notes/qualcomm-earnings-deliver-above-expectations-in-q2-as-diverse-strategy-pays-off/ https://www.forbes.com/sites/patrickmoorhead/2022/04/14/qualcomm-wins-yet-another-major-automaker-with-its-digital-chassis-stellantis-with-14-brands-more-evidence-that-the-diversification-strategy-is-paying-off/   Honeywell Earnings https://twitter.com/danielnewmanUV/status/1520011779052642304?s=20&t=F6e5kA-3WJGicGWoPaOmbA https://twitter.com/PatrickMoorhead/status/1520040288475041793?s=20&t=mWpds8-LRQQ45xKpEYM35g   Oracle Launches Industry Labs https://twitter.com/PatrickMoorhead/status/1519331342156288002?s=20&t=y9WGdcwXxDl6hRKXNYiu7Q https://twitter.com/danielnewmanUV/status/1519331274825027587?s=20&t=F6e5kA-3WJGicGWoPaOmbA   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Stocks Crash into the Weekend, Apple Earnings, Microsoft Earnings, Google Earnings, Amazon Earnings, Facebook Earnings, Exxon Mobil Earnings, Elon Musk to Buy Twitter for $44B, Morgan Stanley warns of a Bear Market, Russia Shuts off Gas Supplies to Poland, Bulgaria

Nvidia Stock Price Down Big | Microsoft Google Earnings. Jose Najarro takes a quick look at Nvidia stock price action and also recent Microsoft earnings and alphabet earnings. is it time to buy Google Stock or MSFT Stock price? https://www.fool.com/jose*A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/josenajarro to get access to my special offer. The Motley Fool Stock Advisor returns are 557% as of 3/31/2021 and measured against the S&P 500 returns of 122% as of 3/31/2021. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.*I have a position in $MSFT $GOOGL $GOOG $NVDANewsLetterhttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Yesterday was an absolute mess. Earnings that came out after the market were mixed so there's no real firm direction in the market. Mike Wilson of Morgan Stanley said he thinks the S&P is going to 3800 which is another 20% down. He's been saying this all through the bull markets though so take that with a grain of salt. $MSFT earnings - KILLER - buy this under $300 now. This is the ONLY stock that has proof that it's undervalued with current earnings. $GOOGL earnings - they were good except for Youtube falling short and European war that's been hurting them. Buy it around $2300 for the consumer push forward in the next quarter. This is a long term so position size correctly. $AAPL - I can't tell you to play earnings on this based on mixed tech results. Texas Instruments $TXM said they were hurt by a chinese manufacturing slow down. That doesn't bode well for Apple on Thursday. Europe doesn't bode well for Apple on Thursday and finally the year over year comps they have may be difficult so I would wait for earnings rather than playing them. You may have a chance to get Apple around $140 if they project some mixed results. $V - announced the consumer is super strong. $UVXY and $SVXY is the way to play the market. We could end up huge today or down huge today. Trade the direction. Nat Gas stocks should fly with Putin pulling back energy from Europe. $UCO under $150 is a good deal for a short term rally in oil that I think will absolutely come. While it's not a buy in the algo, $SPG I think is a great play for a bounce with their earnings. --- Support this podcast: https://anchor.fm/dailystockpick/support

Bloomberg's Emily Chang breaks down Microsoft's and Google's earnings results and dives deeper into Musk's purchase of Twitter and what it means for free speech. Plus, a look at Finnish wearable tech startup Oura.See omnystudio.com/listener for privacy information.

$UPS reported earnings and pointed out a strength in both package volume and pricing power in the US. This is good for shippers. $MSFT and $GOOGL $GOOG report earnings this afternoon. I think these are buy and hold stocks even at these levels. $AAPL reports on Thursday. I like it under $160. --- Support this podcast: https://anchor.fm/dailystockpick/support