Podcasts about H20

En este episodio cubrimos los eventos más importantes antes de la apertura del mercado: • Wall Street se mantiene estable antes del reporte clave de Nvidia: Futuros con leves movimientos: $SPX +0.1%, $US100 +0.1%, $INDU plano. El rendimiento del bono a 10 años sube a 4.47%, mientras el de 2 años baja a 3.97%. Ayer, el mercado celebró el retraso de aranceles de Trump y un sólido dato de confianza del consumidor (87.1). Hoy el foco está en las minutas del FOMC, el índice manufacturero de Richmond (-9 esperado) y las ganancias de $NVDA. • Nvidia reporta hoy en el evento más esperado de la temporada: $NVDA publicará sus resultados tras el cierre. Aunque se anticipa un nuevo beat en ingresos y EPS, el enfoque estará en márgenes, guía y exposición a China. La empresa prevé una provisión de $5.5B por restricciones a los chips H20. Al alza, destacan sus nuevos acuerdos en Medio Oriente. Las opciones descuentan un movimiento de ±7%. Cotiza en $135, plano en 2025. • GameStop apuesta por Bitcoin como reserva de tesorería: $GME sube +3.8% premarket tras comprar 4,710 BTC (~$513M). La compañía ahora incluye Bitcoin en su balance, siguiendo los pasos de $MSTR, $TSLA y $CLSK. Al cierre del Q1 tenía $4.76B en efectivo. La acción cotiza en $36.22 con un short interest de 10.9%. • Robinhood lanza plataforma Legend en Reino Unido: $HOOD presentó “Robinhood Legend”, su plataforma avanzada de trading para usuarios británicos activos. Incluye gráficos técnicos, datos en tiempo real y herramientas personalizables. Llega tras introducir opciones y como antesala al lanzamiento de cuentas ISA sin comisión. Busca captar parte del mercado desktop del Reino Unido (11 millones de traders activos). Una jornada de expectativa tecnológica y apuestas por nuevas clases de activos. ¡No te lo pierdas!

Our 210th episode with a summary and discussion of last week's big AI news! Recorded on 05/23/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. Join our Discord here! https://discord.gg/nTyezGSKwP In this episode: Google's Gemini diffusion technology showcases significant improvements in speed and efficiency for generating text, potentially revolutionizing the auto-regressive generation paradigm. Anthropic activates AI Safety Level 3 protections for Claude Opus 4, implementing robust measures such as bug bounties, synthetic jailbreak data, and preliminary egress bandwidth controls to mitigate bio-risk threats. OpenAI responds to the California Attorney General, refuting claims by the not-for-private-gain coalition and defending their controversial restructuring plans amidst ongoing criticism. Mistral delays the release of its Llama 4 Behemoth model due to training challenges, while Meta faces similar obstacles in rolling out its large-scale AI models, signaling difficulties in reaching frontier level performance. Timestamps + Links: (00:00:00) Intro / Banter (00:01:43) News Preview Tools & Apps (00:02:58) Anthropic's new Claude 4 AI models can reason over many steps (00:09:58) Google Unveils A.I. Chatbot, Signaling a New Era for Search (00:14:04) Google rolls out Project Mariner, its web-browsing AI agent (00:16:40) Veo 3 can generate videos — and soundtracks to go along with them (00:21:26) Imagen 4 is Google's newest AI image generator (00:23:15) Google Meet is getting real-time speech translation (00:25:36) Google's new Jules AI agent will help developers fix buggy code (00:26:43) GitHub's new AI coding agent can fix bugs for you (00:28:50) Mistral's new Devstral model was designed for coding Applications & Business (00:29:53) OpenAI Unites With Jony Ive in $6.5 Billion Deal to Create A.I. Devices (00:36:10) OpenAI's planned data center in Abu Dhabi would be bigger than Monaco (00:41:18) LM Arena, the organization behind popular AI leaderboards, lands $100M (00:45:21) Nvidia CEO says next chip after H20 for China won't be from Hopper series (00:46:39) Google's Gemini AI app has 400M monthly active users (00:51:15) AI Servers: End demand intact, but rising gap between upstream build and system production (2025.5.18) Projects & Open Source (00:53:46) Meta Is Delaying the Rollout of Its Flagship AI Model Research & Advancements (00:57:53) Gemini Diffusion (01:03:07) Chain-of-Model Learning for Language Model (01:09:16) Seek in the Dark: Reasoning via Test-Time Instance-Level Policy Gradient in Latent Space (01:15:38) Two Experts Are All You Need for Steering Thinking: Reinforcing Cognitive Effort in MoE Reasoning Models Without Additional Training (01:20:16) Lessons from Defending Gemini Against Indirect Prompt Injections (01:23:35) How Fast Can Algorithms Advance Capabilities? (01:30:20) Reinforcement Learning Finetunes Small Subnetworks in Large Language Models Policy & Safety (01:31:12) Exclusive: What OpenAI Told California's Attorney General (01:38:25) Activating AI Safety Level 3 Protections

This Debate Show (He's With Us) was recorded in Studio at WTF Studios in NYC! Combo, Reemo, and H20 with moderator/host Niki Avery debate if Brunson has officially surpassed Carmelo Anthony as the face of modern Knicks basketball. We break down the concept of situational superstars and explore Giannis' next chapter. Plus: Can Phil Jackson fix the win in the modern NBA? Is Steve Kerr overrated? They also dive into the Mount Rushmore of rap. Loyalty in sports, rings vs. legacy, and a shout to A'ja Wilson round out the run. Recorded May 16, 2025. Enjoy and drop a comment wherever your tuning in! USE CODE COMBO ON PRIZEPICKS! Appreciate the continued support! Sign up on PrizePicks using the promo code “Combo” Make a deposit of $5 or more and receive $50 instantly here: prizepicks.onelink.me/ivHR/COMBO

Nvidia (NVDA) will draw all eyes in the market when it reports earnings next Wednesday. The chipmaker faces added pressure due to H20 chip export restrictions to China, which CEO Jensen Huang criticized for creating more harm than good. Diane King Hall talks about the headwinds Nvidia faces and how it shifts investor expectations. As she explains, analysts still vastly favor the stock.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this vulnerable episode, I share a moment I'm not proud of ~ a quiet judgement I made about someone else that caught me off guard. But instead of pushing it away, I looked at it closely… and realised it had nothing to do with them, and everything to do with a fear I hadn't fully healed in myself. With a focus on social media, in this episode I chat about the pressure we feel as a society to prove to others that we are 'happy' or 'successful,' or looking and feeling good. However what I've learned, is that success doesn't have to look loud. When I felt into this ~ the need to prove to others how 'well' I was doing melted away. It allowed me to breathe, the pressure melted away and I started becoming enjoying my life a lot more! This episode is also for anyone who's ever felt irrelevant, behind, or like their best achievements are already behind them. I explore how we measure our worth by the last “big thing” we did, and how that pressure to constantly top ourselves keeps us stuck in self-doubt.We also dive into; ~ The freedom that comes when we understand our projections~ Why we over-explain and justify ourselves when we're feeling unworthy~ How letting go of the need to prove our success to others brings a refreshing, peaceful energy. And I close with some reflective questions to help you redefine what success truly means to you:

Who doesn't love a double feature?! This week is for H20& Resurrection! Both starring and returning Jamie Lee Curtis and both introducing new young faces for Michael Myers to go after! Enoy these reviews on the films and let us know what you think!

國泰世華 CUBE Podcast 節目「解鎖從容理財」由主持人小詹與證券投資分析師薯哥分享財經情勢與理財小故事的與你一起創造「從容投資、品味理財」的態度生活。立即收聽 ➡️ https://fstry.pse.is/7l4wx3 —— 以上為 KKBOX 與 Firstory Podcast 廣告 —— **立法院確定延會到7/31 藍白挾人數優勢表決通過 **又有知識分子公開嗆共產黨！ 北大副教授痛批習新時代、金融學家「泣血進諫」 **大批網紅湧入揭露平壤不堪樣貌! 金正恩緊急關閉國門、即時止血 **小粉紅接連駕艇登台！學者示警：恐「高人指點」憂國台辦操作 **英國與歐盟舉行峰會 同意重建國防、貿易關係 **黃仁勳：美國禁止H20賣中國 輝達將損失150億美元營收 **台經院：特別預算可挹注內需 有利今年經濟成長率保3 **賴清德520週年談話：將向在野黨主席簡報國安情勢、願張開雙手促成朝野對話 **小笠原欣幸看台灣大罷免：局勢關鍵深受川普談判影響 ***植物保健專家【威瑪舒培】*** ***https://bit.ly/4bzFEoZ*** ❤️歡迎訂閱、收看、收聽，按讚、分享 【版權屬寶島聯播網所有，未經授權，不得轉載、重製，有需求請來信告知】 #寶島聯播網 #鄭弘儀 #寶島全世界 #川普 #黃仁勳 #輝達 #櫻井翔 #賴清德 小額贊助支持本節目： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq 留言告訴我你對這一集的想法： https://open.firstory.me/user/clw4248xv113d01wg7s4h2xnq/comments Powered by Firstory Hosting

En este episodio repasamos las claves que mueven al mercado este viernes: • Wall Street avanza tras acuerdo EE.UU.–Reino Unido: Futuros al alza con $SPX +0.2%, $US100 +0.3% y $INDU plano. El mercado se apoya en el anuncio del acuerdo comercial y en señales de que Trump podría reducir aranceles a China durante nuevas conversaciones. La jornada económica se centra en discursos de la Fed. • Boeing celebra pedido récord de IAG: $BA repunta tras la compra de 32 aviones 787-10 por parte de British Airways y 21 Airbus A330neo para Iberia. El pedido es parte de un plan de renovación de flota ligado al nuevo acuerdo comercial. Se esperan más compras por hasta $10B según funcionarios de EE.UU. • TSMC marca récord de ingresos: $TSM reporta crecimiento del +48.1% YoY en abril, alcanzando NT$349.57B. Fuerte demanda por chips de IA y compras anticipadas ante temores de aranceles impulsan el salto mensual del +22.2%. La compañía mantiene su guía de crecimiento de +25% para 2025 en USD. • Nvidia adapta su oferta para China: $NVDA lanzará una versión reducida de su chip H20 para cumplir con restricciones de exportación de EE.UU. y seguir operando en el mercado chino, que representa el 13% de sus ventas. El chip tendrá menor rendimiento y memoria, cediendo terreno ante Huawei. Un episodio con foco en comercio internacional, semiconductores y la competencia global en inteligencia artificial.

El mes pasado el Gobierno estadounidense impuso nuevas restricciones a las exportaciones de chips de inteligencia artificial de Nvidia, concretamente el modelo H20, con el objetivo expreso de limitar el acceso de empresas chinas a esta tecnología. Estas medidas exigen que Nvidia solicite una licencia especial para vender el H20 en China. Esto afecta a su acceso a uno de los mercados tecnológicos más grandes, pero también un importante competidor de Estados Unidos en la carrera por la IA. Se estima que el cumplimiento de estas restricciones le costará a Nvidia unos 5.500 millones de dólares, lo que ha provocado que su acción en Bolsa cayera un 6% tras el anuncio y mucha inquietud en la industria de semiconductores, muy dependiente de las exportaciones a China. Aunque Nvidia, valorada en casi 3 billones de dólares, puede absorber sin problemas semejante impacto en sus cuentas, las restricciones indican que Estados sigue esforzándose en frenar el desarrollo de la IA en China y mantener así su ventaja tecnológica. Pero la efectividad de estas medidas es cuestionable. China ha avanzado de forma sostenida en este campo tal y como demuestra el lanzamiento a principios de año del modelo DeepSeek-R1, que rivaliza con tecnologías estadounidenses como las de OpenAI. DeepSeek se entrenó con chips H800 y H20 de Nvidia adquiridos legalmente antes de las restricciones de 2023, pero la industria china también está avanzando en eso. Empresas como Huawei se han metido de lleno en el desarrollo de semiconductores con el objetivo de fabricar chips similares a los de Nvidia. El hecho es que Nvidia diseñó el H20 como respuesta a las prohibiciones previas sobre el H800, que a su vez fue una adaptación a restricciones anteriores. Este patrón de adaptación y nuevas restricciones evidencia la dificultad de contener el avance chino. Las GPU de Nvidia, esenciales para entrenar modelos de IA como ChatGPT, Gemini o Grok, son el objetivo prioritario de los legisladores desde hace años. Tanto Biden como Trump han hecho todo lo posible por impedir que esta circuitería llegue a China, y no tanto por los modelos civiles como por el uso que se les pueda dar en el ámbito militar. Pero, a pesar de las restricciones, las empresas chinas no han hecho más que innovar. Huawei está desarrollando chips como el Ascend 910c y el 910d, que tratan de igualar a los de Nvidia. Además, antes de que entrasen en vigor las nuevas medidas, las empresas chinas adquirieron más de un millón de de unidades de la H20 por las que pagaron 16.000 millones de dólares. La capacidad de adaptación de chinos es proverbial tal y como se pudo comprobar con DeepSeek. Para algunos analistas el avance chino es tal que se encuentran a sólo tres meses de igualar a Estados Unidos en ciertas tecnologías de IA. Las restricciones, aunque ralentizan el acceso chino a tecnología estadounidense, tienen costes importantes para empresas como Nvidia y podrían debilitar la posición de Estados Unidos a largo plazo. Al restringir las exportaciones, las empresas estadounidenses podrían perder cuota de mercado e ingresos para investigación, algo que podrían compensar con otros mercados como el japonés o los europeos, pero el proyecto de Biden que clasificaba a los países por niveles de acceso a tecnología estadounidense ha quedado a medio hacer. Trump aún no ha definido su postura al respecto. Por último, burlar estas restricciones es relativamente sencillo, como se ha visto con sanciones a otros países. Esto, combinado con la determinación china de avanzar en IA, invita a pensar que las medidas estadounidenses podrían ofrecer solo una ventaja temporal, eso sí, a un alto coste económico y estratégico. En La ContraRéplica: 0:00 Introducción 4:10 La batalla de la IA 29:38 La falsa disyuntiva del apagón 38:44 Hackeo a centrales fotovoltaicas 44:38 El cónclave · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #inteligencia artificial #ia Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

El mes pasado el Gobierno estadounidense impuso nuevas restricciones a las exportaciones de chips de inteligencia artificial de Nvidia, concretamente el modelo H20, con el objetivo expreso de limitar el acceso de empresas chinas a esta tecnología. Estas medidas exigen que Nvidia solicite una licencia especial para vender el H20 en China. Esto afecta a su acceso a uno de los mercados tecnológicos más grandes, pero también un importante competidor de Estados Unidos en la carrera por la IA. Se estima que el cumplimiento de estas restricciones le costará a Nvidia unos 5.500 millones de dólares, lo que ha provocado que su acción en Bolsa cayera un 6% tras el anuncio y mucha inquietud en la industria de semiconductores, muy dependiente de las exportaciones a China. Aunque Nvidia, valorada en casi 3 billones de dólares, puede absorber sin problemas semejante impacto en sus cuentas, las restricciones indican que Estados sigue esforzándose en frenar el desarrollo de la IA en China y mantener así su ventaja tecnológica. Pero la efectividad de estas medidas es cuestionable. China ha avanzado de forma sostenida en este campo tal y como demuestra el lanzamiento a principios de año del modelo DeepSeek-R1, que rivaliza con tecnologías estadounidenses como las de OpenAI. DeepSeek se entrenó con chips H800 y H20 de Nvidia adquiridos legalmente antes de las restricciones de 2023, pero la industria china también está avanzando en eso. Empresas como Huawei se han metido de lleno en el desarrollo de semiconductores con el objetivo de fabricar chips similares a los de Nvidia. El hecho es que Nvidia diseñó el H20 como respuesta a las prohibiciones previas sobre el H800, que a su vez fue una adaptación a restricciones anteriores. Este patrón de adaptación y nuevas restricciones evidencia la dificultad de contener el avance chino. Las GPU de Nvidia, esenciales para entrenar modelos de IA como ChatGPT, Gemini o Grok, son el objetivo prioritario de los legisladores desde hace años. Tanto Biden como Trump han hecho todo lo posible por impedir que esta circuitería llegue a China, y no tanto por los modelos civiles como por el uso que se les pueda dar en el ámbito militar. Pero, a pesar de las restricciones, las empresas chinas no han hecho más que innovar. Huawei está desarrollando chips como el Ascend 910c y el 910d, que tratan de igualar a los de Nvidia. Además, antes de que entrasen en vigor las nuevas medidas, las empresas chinas adquirieron más de un millón de de unidades de la H20 por las que pagaron 16.000 millones de dólares. La capacidad de adaptación de chinos es proverbial tal y como se pudo comprobar con DeepSeek. Para algunos analistas el avance chino es tal que se encuentran a sólo tres meses de igualar a Estados Unidos en ciertas tecnologías de IA. Las restricciones, aunque ralentizan el acceso chino a tecnología estadounidense, tienen costes importantes para empresas como Nvidia y podrían debilitar la posición de Estados Unidos a largo plazo. Al restringir las exportaciones, las empresas estadounidenses podrían perder cuota de mercado e ingresos para investigación, algo que podrían compensar con otros mercados como el japonés o los europeos, pero el proyecto de Biden que clasificaba a los países por niveles de acceso a tecnología estadounidense ha quedado a medio hacer. Trump aún no ha definido su postura al respecto. Por último, burlar estas restricciones es relativamente sencillo, como se ha visto con sanciones a otros países. Esto, combinado con la determinación china de avanzar en IA, invita a pensar que las medidas estadounidenses podrían ofrecer solo una ventaja temporal, eso sí, a un alto coste económico y estratégico. En La ContraRéplica: 0:00 Introducción 4:10 La batalla de la IA 29:38 La falsa disyuntiva del apagón 38:44 Hackeo a centrales fotovoltaicas 44:38 El cónclave · Canal de Telegram: https://t.me/lacontracronica · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE Apoya La Contra en: · Patreon... https://www.patreon.com/diazvillanueva · iVoox... https://www.ivoox.com/podcast-contracronica_sq_f1267769_1.html · Paypal... https://www.paypal.me/diazvillanueva Sígueme en: · Web... https://diazvillanueva.com · Twitter... https://twitter.com/diazvillanueva · Facebook... https://www.facebook.com/fernandodiazvillanueva1/ · Instagram... https://www.instagram.com/diazvillanueva · Linkedin… https://www.linkedin.com/in/fernando-d%C3%ADaz-villanueva-7303865/ · Flickr... https://www.flickr.com/photos/147276463@N05/?/ · Pinterest... https://www.pinterest.com/fernandodiazvillanueva Encuentra mis libros en: · Amazon... https://www.amazon.es/Fernando-Diaz-Villanueva/e/B00J2ASBXM #FernandoDiazVillanueva #inteligencia artificial #ia

Depuis 2022, Washington serre la vis sur l'exportation de puces électroniques vers la Chine. Les restrictions se renforcent encore, notamment pour limiter l'accès aux technologies nécessaires à l'intelligence artificielle. Jusqu'ici, les géants chinois pouvaient encore se fournir en puces H20 bridées de NVIDIA. Mais cet accès devrait être drastiquement réduit, dans un contexte de guerre commerciale de plus en plus tendu.Anticipant ce durcissement, Alibaba, Tencent et ByteDance auraient passé pour 12 milliards de dollars de commandes auprès de NVIDIA depuis l'an dernier. L'objectif : constituer des stocks stratégiques avant d'éventuelles nouvelles sanctions. En parallèle, certaines entreprises chinoises tentent de contourner les restrictions en créant des filiales à l'étranger pour sécuriser leur approvisionnement. Une pratique dans le viseur des autorités américaines : TSMC, le géant taïwanais, a confirmé coopérer avec Washington pour tracer l'origine de certaines commandes suspectes.Pendant ce temps, Huawei avance ses pions. Le groupe s'apprête à livrer massivement une nouvelle puce d'IA, combinant deux processeurs 910B en un seul module. Cette innovation, grâce à des techniques d'intégration avancées, offrirait des performances proches du H100 de NVIDIA. Un exploit, même si technologiquement, Huawei reste encore derrière son rival américain. Cette course à l'armement technologique illustre les effets parfois paradoxaux des sanctions américaines. Certains experts alertent d'ailleurs la Maison-Blanche : en tentant de freiner la Chine, les États-Unis pourraient bien stimuler, malgré eux, une industrie locale de l'IA plus indépendante et plus agressive. La rivalité sino-américaine pour la maîtrise de l'intelligence artificielle ne fait que commencer. Et derrière les puces, ce sont des enjeux économiques, militaires et géopolitiques majeurs qui se dessinent. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Olivier Blanchard considers Huawei's new A.I. chip a "significant threat" that Nvidia (NVDA) has time to react to. The biggest headwind Olivier sees for the A.I. giant is license restrictions on its H20 chips, which Huawei took advantage of. He turns to the next steps Nvidia can take to ensure it holds leadership in the A.I. space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

美中從關稅戰打到科技封殺！台積AZ廠「未來報價更高」 砸重金補齊人才缺口！晶片封鎖讓技術真相現形？中機器人馬拉松「協調性差、路線辨識錯誤」像醉漢？底牌被掀！AI大國真實困境 波士頓動力機器人穩如泰山而中國機器人還在摔？美禁令一下華為端「昇騰920」迎戰 「號稱」能取代輝達H20「沒說出口的真相」！？以量取勝？華為...張炤和 黃世聰 呂國禎 林裕豐 張禹宣 林廷輝

2025年COMPUTEX以「AI Next」為主題，5月20日至23日於南港展覽館隆重登場！ 吸引1,400家國內外科技大廠、新創企業及加速器等夥伴共襄盛舉，同時舉辦多場精采活動，歡迎踴躍預登參觀！ 報名連結

On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate on PRC goods. Topics include: Reports of a Trump Admin strategy to isolate the PRC, daily talk of a deal with China from President Trump, himself, signals from the PRC side that they may be willing to negotiate, and the PRC cancels orders of Boeing planes. From there: A raft of news on Nvidia as the U.S. restricts the export of H20 chips to China, Jensen Huang visits Beijing for an appearance with He Lifeng, and questions for the future of Nvidia and U.S. chip policies more generally. At the end: China restricts the export of rare earths to the U.S., rare earths as a keystone to understanding broader U.S. supply chain challenges, "Red and Expert" anxiety 60 years later, and TikTok faces new uncertainty in the wake of the tariffs.

Questa settimana il governo americano ha imposto nuove restrizioni all'export verso la Cina che hanno colpito in pieno gli H20, i chip progettati da NVIDIA appositamente per il mercato cinese, causando un brusco collo in Borsa. Giovedì un giudice federale ha stabilito che Google ha utilizzato metodi illegali per mantenere la propria posizione di sostanziale monopolio nel settore delle inserzioni online. Cosa succede ora? Nella Big Story torniamo a parlare di come come sta evolvendo il settore dei media. Lunedì 28 Aprile, ore 19: "L'età dell'oro. Mercati, caos, opportunità: cosa sta succedendo davvero? Con Guido Brera e Clara Morelli. Evento online interattivo, esclusivo per gli iscritti a Will Makers. Partecipa gratis su willmedia.it/abbonati Learn more about your ad choices. Visit megaphone.fm/adchoices

Raph has returned from the land of the free, and we're back in the regular studio for some more Down Round. Nvidia has just been slapped with a new restriction on exporting its slightly less than cutting edge H20 chip, which cost it a $5.5 billion charge. We talk about chips and continue our chat from last week's premium episode about how Trump's trade war is affecting tech. See omnystudio.com/listener for privacy information.

In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what's behind the company's impressive business results. - The chipmaker's growth story in 2025. - Netflix's plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia's H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Companies discussed: TSM, NFLX, NVDA Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession. We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty. Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth. Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead. Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

Nvidia shares, along with many others in the tech sector, plunged on Wednesday on news that the Trump administration will be blocking sales of certain technology to China. Particularly hard hit was the outlook for Nvidia's H20 chip. The company expected the president's decision to cost it $5.5bn in sales. Today on the show, Katie Martin and Aiden Reiter are joined by Lex editor John Foley to discuss the clampdown on tech and the prospects for AI in general. Also they go long turbulence at the Federal Reserve, and short Dutch chip company ASML. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

US equity futures are higher. European markets opened mostly weaker and Asian equities ended broadly higher, led by gains in Japan and Hong Kong. Trade concerns continue to weigh on sentiment. NVDA disclosed a $5.5B revenue hit from US restrictions on its H20 chips, part of broader export controls targeting China. A US House report labeled AI firm DeepSeek a national security threat and called on NVDA to disclose more detail on related sales. Trump said there is "big progress" in talks with Japan, with similar outreach ongoing to South Korea, India, and the UK. ECB is widely expected to cut rates today, while Fed Chair Powell and other officials signaled caution on the inflation impact of tariffs.Companies mentioned: Pinterest, DigitalBridge Group, Perplexity AI, Samsung Electronics, Lenovo

In this episode of hashtag Trending, host Jim Love covers significant developments in tech: Nvidia's stock plunged nearly 7% due to new US export restrictions on its H20 chips for China, resulting in a $5.5 billion charge. Spotify restored its services after a widespread outage affected millions. Microsoft's April Windows updates left users frustrated amid mysterious issues and various errors. Lastly, Microsoft scales back AI data center expansion, indicating a strategic shift in AI infrastructure focus while competitors like Google and Meta ramp up their AI capabilities. The show concludes with an announcement of a special interview episode and a brief holiday break. 00:00 Nvidia Stock Plunges from White House Announcement 02:49 Spotify Restores Services After Global Outage 04:25 Microsoft's Troublesome Updates 06:26 Microsoft's Strategic Shift in AI Infrastructure 08:18 Conclusion and Upcoming Shows

New US restrictions on AI chip exports to China are causing financial setbacks for Nvidia and AMD.These limitations, impacting Nvidia's H20 chips, are a consequence of the ongoing "chip war" driven by concerns over China's AI advancements, exemplified by models like DeepSeek. Meanwhile, broader economic uncertainties, including potential semiconductor tariffs, are affecting venture capital interest and IPO plans, creating a cautious investment environment. In other AI developments, NATO has acquired Palantir's AI-powered warfighting platform, and Nvidia has announced plans to manufacture AI supercomputers in the US for the first time. Additionally, AI is being applied in diverse areas such as predicting lightning-induced wildfires, showcasing its growing utility.

Well, it looks like DOGE has finally come for cybersecurity. It sounds like the tariff stuff is already biting Nvidia to the tune of $5 billion. Why is OpenAI building a social network? The government would have settled the antitrust case with Meta to the tune of $30 billion. And why did Mark Zuckerberg consider spinning off Instagram voluntarily?Sponsors:SelectQuote.com/rideLinks:Uncle Sam abruptly turns off funding for CVE program. Yes, that CVE program (The Register)Nvidia says it will record $5.5 billion charge tied to H20 processors exported to China (CNBC)OpenAI is building a social network (The Verge)Figma confidentially files for IPO more than a year after ditching Adobe deal (CNBC)Inside Mark Zuckerberg's Failed Negotiations to End Antitrust Case (WSJ)Zuckerberg Says He Considered Spinning Off Instagram in 2018 (Bloomberg)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Plus, Nvidia's shares are down after it discloses that the U.S. will now require a license for exporting the company's H20 processors to China and other countries. And Federal Reserve Chair Jerome Powell prepares to discuss the economic outlook. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

If this wasn't idiotic it would be funny President Miyagi at it again - Tariff on - Tariff Off Winning - We are Winning so much. Too much winning! Earnings season rolls on 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 - If this wasn't idiotic it would be funny - President Miyagi at it again - Tariff on - Tariff Off - Winning - We are Winning so much. Too much winning! - Earnings season rolls on - Need a new CTP stock Markets - Key Reversal Indicator - 1st Green cluster bottom on Monday and Tuesday - Called the near-term bottom - Stock markets slammed - President Trump discussing stocks - Economic Pissing Match - Even more tariffs, or bluffs - VIX HITS 60 back UNDER 30 ANNOUNCING - One Time Competition - Put Lyrics to Music - The Tariff Blues (DHUnplugged Shirt and Song Play) Nice end to the week! - Markets gave some hope to the idea that more exceptions were coming - Across the board, markets gained for the week in highly volatile trade - Last week and the week before saw extreme movements - Bond yields (10 yr) swung between 3.7% and 4.5% (add that to historic records) - At one point equity futures were swinging 1% every 10 minutes in average during height of volatility Wild Ride VIX - Moving lower as things settle down a bit - This is something that everyone should understand - VIX does not stay elevated forever... - VIX moves lower as shocks expire - Great tool for risk management and trading during wild market moves --- Get in and out... Not Inflationary..(wink) - China increased tariffs to 125% - US Increased China tariffs to 145% --- Speaking with colleagues and business owners - they are raising prices as cannot absorb thee levels Tariffs - Are we sick of this discussion yet? - hares of automakers jumped during midday trading Monday following President Donald Trump saying he's looking to "help some of the car companies." --- Auto companies are expecting to see a drop in vehicle sales in the millions, higher new and used vehicle prices, and increased costs of more than $100 billion for the industry, according to research reports from Wall Street and automotive analysts. - BCG expects tariffs to add $110 billion to $160 billion on an annual run rate basis in costs to the industry, which could impact 20% of U.S. new-vehicle market revenues, increasing production costs for both U.S. and non-U.S. manufacturers. - Weekend - Some exemptions are being made for semi's, smartphones and other electronics (Shares jumped Monday) Workaround - Apple airlifted $2 bln worth of iPhones from India ahead of tariffs Boeing - Chinese airlines have been ordered not to take any further deliveries of Boeing aircraft in response to the U.S. imposing 145% tariffs on Chinese goods, Bloomberg News reports. Zero Day - Newsline: Wild intraday gyrations in stocks since "liberation day" have put investors more on edge than ever, and the popularity of zero-day-to-expiration options is partly to blame. - Zero-day-to-expiration options are contracts that expire the same day that they're traded. - The trading volume of 0DTE options tied to the S&P 500 surged to 8.5 million in April, a 23% jump since the beginning of the year and accounting for roughly 7% of the total volume in U.S. option markets, according to data from JPMorgan. NVDA - News Drop - Nvidia said on Tuesday that it will take a quarterly charge of about $5.5 billion tied to exporting H20 graphics processing units to China and other destinations. - The H20 is an AI chip for China that was designed to comply with U.S. export restrictions. It generated an estimated $12 billion to $15 billion in revenue in 2024.

Shares of Nvidia lost 6 percent after the chip giant said it will post a 5.5 billion dollar quarterly charge related to exporting its H20 graphics processing units to China and other nations, Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad Burton and CFP Ryan Ignacio

Robert and Steph discuss Trump's latest play to put tariffs on rare earth minerals, alongside the indefinite restrictions he's put on Nvidia sending their H20 chips to China, in the latest acts of self-harm for America. Also, is the UK's path to net zero undermining the competitiveness of British industry? And why does the UK government continue to refuse to invest in Great British growth prospects? Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney goalhangerpodcasts.com Visit: monzo.com/therestismoney Assistant Producer: India Dunkley, Alice Horrell Producer: Ross Buchanan Head of Content: Tom Whiter Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices

US equities finished sharply lower in Wednesday trading, ending a bit off worst levels, with the Dow Jones the S&P 500 and the Nasdaq falling 173bps, 224bps, and 307bps respectively. Nvidia was the biggest drag after yesterday's announcement of new US government export restrictions on their H20 chips. Also some hawkish takes on Fed Chair Powell's remarks today who noted tariff increases are significantly larger than anticipated, which could lead to higher inflation and slower growth. March headline retail sales, sales ex-autos, and sales ex-autos and gas all came in a bit better than expected. April NAHB housing market index beat, but sales expectations lowest since Jan-23.

S&P Futures are in the red this morning as sentiment is weakening. After the close yesterday NVDA announced that they will be subject to export restriction for its H20 chip which is sold to China. China generated $17B or 13% of NVDA total sales last year. China has indicated that it is open to trade talks with the U.S. White House trade officials are said to be asking countries to limit trade activities with China in return for tariff relief. This is being done to isolate China to achieve a better trade deal. Chinese economic data was strong overnight, as business activity ramped up ahead of tariffs. The tariff damage will likely start to show in next month economic data. Market will be hearing from Fed Chair Jerome Powell this afternoon. He is expected to reiterate the strength of the U.S. economy and acknowledge uncertainty ahead due to the Trump Tariffs. On the economic calendar today is the Retail Sale report. This afternoon, LVS, CSX, KMI and AA are schedule to report earnings. On Thursday morning, TSM, UNH AXP & DHI will be reporting.

Nvidia (NVDA) will have to pay $5.5 billion for licenses to export its H20 chips, while AMD Inc. (AMD) will pay $800 million. Olivier Blanchard says these companies can absorb these costs without issue if it weren't for the "snowball" of other developments these companies are managing. Olivier believes the tariff picture can be even more complicated if China is more "patient" with negotiations. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

En este episodio, repasamos los temas más críticos del día: • Wall Street cae tras golpe a Nvidia: Los futuros retroceden tras conocerse que $NVDA necesita licencia especial para exportar chips H20 a China. $US100 -1.2%, $SPX -0.6%, $INDU +0.1%. Nvidia anticipa un cargo de hasta $5.5B. Hoy se publican ventas minoristas y producción industrial. Habla Powell. • Aranceles a China suben a 245%: La Casa Blanca confirma que algunas exportaciones chinas enfrentarán tarifas de hasta 245%. Incluyen productos médicos como jeringas. China no fue incluida en la pausa de aranceles de 90 días y designó nuevo negociador comercial. • EE.UU. restringe chips H20: $NVDA ya no podrá enviar su chip estrella sin aprobación federal. Alibaba, Tencent y ByteDance habían ordenado $16B en estos chips. Trump celebró que Nvidia invertirá $500B en supercomputación en EE.UU. • Trump lanza investigación sobre minerales críticos: Se analizará si las importaciones de litio, cobalto, níquel y tierras raras representan un riesgo para la seguridad nacional. China, que produce el 70% de las tierras raras, ya restringe exportaciones. El informe estará listo en 180 días. Un episodio clave para entender cómo la tecnología, la geopolítica y la seguridad nacional están convergiendo en esta nueva etapa de tensiones entre las dos mayores potencias del mundo.

Shares of Nvidia lost 6 percent after the chip giant said it will post a 5.5 billion dollar quarterly charge related to exporting its H20 graphics processing units to China and other nations, Patrick O'Hare from Briefing.com provides an update on the uncertain market conditions, More on the Wealth Management and Retirement Planning Seminar at Hayes Mansion in San Jose at 6:30pm with CFP Chad Burton and CFP Ryan IgnacioSee omnystudio.com/listener for privacy information.

Nvidia to take $5.5 billion charge on H20 chip exports⚡Support STAGE ZERO on Patreon - https://patreon.com/stagezeronews⚡

On today's podcast: 1) Nvidia slides after it warns Trump's curbs on China chips will cost it billions. The US government has restricted Nvidia from selling its H20 chip in China, escalating the tech battle between Washington and Beijing. Restrictions and trade war concerns are expected to negatively impact chip-sector earnings and China's ambitions to compete on the global tech stage.2) China says it is open to trade talks if President Trump's Administration shows more respect. China wants the US to show more respect by reining in disparaging remarks by members of Trump's cabinet before agreeing to trade talks. Beijing also wants a more consistent US position and a willingness to address China's concerns around American sanctions and Taiwan.3) Investors await a key speech by Fed Chair Jay Powell. Powell is making a speech in Chicago as traders look for hints on how the Fed will manage rates as President Trump aims to implement his tariff policy, and they're also following retail sales data today.See omnystudio.com/listener for privacy information.

Met AI video's maken kan vanaf nu met Veo 2, Google's nieuwste versie van die videogenerator. Ook in Nederland is deze tool nu beschikbaar, zo vertelt Joe van Burik in deze Tech Update. Met Veo 2 kun je in Gemini Advanced (met een betaald abonnement op Google's AI-platform) video's genereren. Je krijgt dan clips van acht seconden in een resolutie van 720, al kan het model theoretisch beelden tot 4k maken. Clips zijn dan ook rechstreeks op te slaan of te exporteren naar bijvoorbeeld YouTube of TikTok. Verder in deze Tech Update: Nvidia heeft te maken met 5,5 miljard dollar aan gederfde inkomsten én een beurskoersverlies van zes procent als gevolg van nieuwe Amerikaanse exportrestricties, waardoor de H20-chip niet meer in China verkocht mag worden Tijdens de getuigenissen van onder meer Meta-topman Mark Zuckerberg zijn nieuwe sappige details achter de schermen bij Facebook naar buiten gekomen, in de zaak aangespannen door mededingingswaakhond FTC See omnystudio.com/listener for privacy information.

高雄美術特區3-4房全新落成，《惟美術》輕軌C22站散步即到家，近鄰青海商圈，卡位明星學區，徜徉萬坪綠海。 住近美術館，擁抱優雅日常，盡現驕傲風範！美術東四路29號 07-553-3838 https://sofm.pse.is/7f9syc －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 觀看影片

This week is part 2 episode! A swapcast with hardcore straight edge singer from H20, and host of One Life One Chance podcast Toby Morse to discuss ageism, the danger of technology in our love life, lack of sex education, how porn desensitizes us, the entertainer's heart, and how to find a healthy relationship with grief. Hey Sharp Tonguers! The new Dying Laughing with Jessimae will be available right here in a few weeks. I will have interviews with my favorite comedians, actors, authors and more about life and loss. Regular Sharp Tongue episodes will be available on my patreon page. Hilarity For Charity: https://wearehfc.org Alzheimer's Association: https://www.alz.org/socal Email us: JessimaePelusoComedy@gmail.com Outro music "Breathe" by Tyler Labine , Adanac. CALL AND LEAVE US A VM TO BE PLAYED FOR THE POD: 513-916-0930 Follow JESSIMAE: YT: https://found.ee/jessimae-youtube TOUR: https://found.ee/jessimaetour  FAN CLUB: https://found.ee/JessimaePeluso-Patreon  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hakuro Matsuda さんをゲストに迎えて、関税、Switch 2, チップなどについて話しました。 Show Notes 寿命脱出速度 WAMU Theater - XG A User's Guide to Restructuring the Global Trading System (PDF) ‘Hands Off!' protesters rally against President Donald Trump and Elon Musk Apple quickly shipped 600 tons of iPhones to ‘beat' the new tariffs The White House group chat screwup reportedly involved a Siri feature Totally Under Control Nintendo Switch 2 Leveled Up With NVIDIA AI-Powered DLSS and 4K Gaming Rebuild: 162: In Development For 500 Years (hak) 開発者に訊きました : Nintendo Switch 2 キーカードについて｜Nintendo Switch 2 バーチャルゲームカード｜Nintendo Switch 2 よくあるご質問｜Nintendo Switch 2 How are Trump's tariffs impacting the Nintendo Switch 2 launch? 500年開発するザビエル John walks into Yoshinoya #rebuildfm Trump administration backs off Nvidia's ‘H20' chip crackdown Ironwood: The first Google TPU for the age of inference Balatro+ Anora The Electric State ANIARA アニアーラ ミッキー17 メダリスト 機動戦士Gundam GQuuuuuuX(ジークアクス) ユニコーンオーバーロード 望郷太郎(12) Apple HomeKit Secure Video: Pros and Cons Controller for HomeKit The Bilt Mastercard

据新浪财经报道，消息人士称，科技巨头苹果包机从印度向美国运送600吨iPhone，或多达150万部，此前苹果公司在印度加强了生产，以努力应对特朗普的关税。这一举措的细节让人们了解到这家美国智能手机公司的私人战略，即避开特朗普的关税，并在其最大的市场之一美国增加其受欢迎的iPhone的库存。据央视新闻报道，自2025年4月10日12时01分起，对原产于美国的所有进口商品，在现行适用关税税率基础上加征84％关税。据新浪科技报道，4月10日，著名投资人段永平在投资交流平台雪球上，以“大道无形我有型”的ID发文，“由于某种原因，我会有相当长的一段时间不再上雪球了，也许有一天我还会回来。”不少网友在评论区表达祝福感谢。雪球创始人方三文以”不明真相的群众“的ID留言回应，“也许三年九个月以后？”据环球网报道，路透社4月9日援引美国全国公共广播电台题为“海湖庄园晚宴后，特朗普政府放弃打击英伟达AI芯片H20”的报道称，两名消息人士告诉NPR，在人工智能芯片巨头英伟达首席执行官黄仁勋4月4日前往佛罗里达州海湖庄园出席晚宴后，美国白宫改变了限制英伟达向中国出口H20的计划，并暂停进一步限制这种芯片出口。据央视新闻报道，根据美国有线电视新闻网报道，美国业内人士和专家表示，特朗普的关税新政将大幅提高美国多种商品的价格。白宫方面4月8日称，美国有能力在美国国内生产苹果手机。但美国韦德布什证券公司高级分析师丹·艾夫斯表示，苹果若脱离原有的供应链体系，在美国生产iPhone手机，其售价将是原来的三倍以上。

This week is a BONUS episode! A swapcast with hardcore straight edge singer from H20, and host of One Life One Chance podcast Toby Morse to discuss living in abundance, grocery store commercialism, being the class clown, the failure of the education system, and the NYC grind. Hope you enjoy! Hey Sharp Tonguers! The new Dying Laughing with Jessimae will be available right here in a few weeks. I will have interviews with my favorite comedians, actors, authors and more about life and loss. Regular Sharp Tongue episodes will be available on my patreon page. Hilarity For Charity: https://wearehfc.org Alzheimer's Association: https://www.alz.org/socal Email us: JessimaePelusoComedy@gmail.com Outro music "Breathe" by Tyler Labine , Adanac. CALL AND LEAVE US A VM TO BE PLAYED FOR THE POD: 513-916-0930 Follow JESSIMAE: YT: https://found.ee/jessimae-youtube TOUR: https://found.ee/jessimaetour  FAN CLUB: https://found.ee/JessimaePeluso-Patreon  Learn more about your ad choices. Visit megaphone.fm/adchoices

Card Talk with Mrs. Doc April 2nd, 2025 brings Bowman Chrome University Basketball, Panini Select Baseball, Vintage Onyx, and Topps Inception Football!

En este episodio, cubrimos las noticias clave que están impactando los mercados y la tecnología: Wall Street cae por temor a nuevas restricciones de chips: El Nasdaq lidera las pérdidas con -1.2% tras informes de que la administración Trump endurecerá las restricciones a exportaciones de semiconductores a China. Analizamos el impacto en $NVDA y su mercado en Asia. Demanda de chips H20 de Nvidia aumenta en China: A pesar de las restricciones, empresas como $TCEHY, $BABA y $BDNCE incrementan sus órdenes de los GPUs H20, diseñados para cumplir con las regulaciones de EE.UU. Exploramos qué significa esto para la hegemonía de $NVDA en IA. Nippon Steel sigue adelante con la compra de U.S. Steel: La empresa japonesa reafirma su intención de adquirir $X por $14.1B, contradiciendo declaraciones de Trump. Evaluamos los desafíos regulatorios y la posible intervención del gobierno de Japón en las negociaciones. Apple logra acuerdo en Indonesia: $AAPL invertirá $1B para construir fábricas de AirTag y accesorios en el país, levantando la prohibición del iPhone 16. Analizamos el impacto en su estrategia de manufactura global y el riesgo de que el acuerdo se revierta. Acompáñanos para entender cómo estos movimientos estratégicos están afectando la tecnología, los mercados y las relaciones comerciales internacionales. ¡Un episodio lleno de análisis clave!

Summary:In this episode, Ali Novitsky MD, a board-certified obesity medicine physician and fitness expert, takes a deep dive into the powerful relationship between nutrition, energy, and overall well-being. She emphasizes that nutrition isn't just about the physical foods we consume, but also how it intersects with our mental and emotional health. Drawing from her expertise, Dr. Novitsky explores how nutrition can impact mental clarity, emotional resilience, and physical strength. She shares practical advice on how to reduce “food noise” through mindful eating and making choices that nourish both the body and mind.Throughout the episode, Dr. Novitsky discusses the addictive nature of certain foods, particularly highly processed items, and how they can interfere with our energy and well-being. She stresses the importance of becoming aware of the mental and emotional connections we have to food, while also recognizing how the physical aspect of nutrition—like hydration and balanced meals—affects our energy levels. With a holistic approach, Dr. Novitsky offers actionable tips for optimizing energy and fostering a healthier relationship with food.This episode provides listeners with the tools to align their nutrition with their mental, emotional, and physical needs. Whether you're looking to boost energy, improve emotional well-being, or feel physically strong, this episode offers a balanced approach to achieving your optimal health.Key Points:• Nutrition impacts not just physical health, but also mental and emotional well-being.• Highly processed foods, especially sugar, can become addictive and drain energy.• Awareness of food's mental and emotional influence is crucial for healthier eating patterns.• The importance of eliminating “food noise” through conscious eating decisions.• Emotional eating can be energy-draining, but positive emotional connections with food can nourish.• Hydration and proper electrolyte balance are essential for maintaining physical energy.• Balancing macronutrients and listening to the body's unique needs are key to sustaining energy levels.Timestamps:• 00:02 - Introduction to the topic: Nutrition and energy.• 01:25 - Discussing the mental aspect of nutrition: How much of your mental energy is consumed by thoughts about food?• 02:25 - The addictive nature of processed foods and how to manage cravings.• 04:44 - Moving from the mental to the emotional component of nutrition.• 07:11 - Decreasing mental chatter and understanding addictive tendencies in food.• 09:25 - Emotional attachment to food: Positive and negative experiences.• 11:44 - The impact of emotional eating and how it can drain energy.• 14:05 - Reflecting on personal emotional eating patterns and how to embrace them healthily.• 16:30 - Exploring the physical aspect of nutrition and how to fuel the body properly.• 18:56 - The importance of hydration, electrolytes, and knowing when to rest or nap.• 20:05 - Final thoughts on aligning mental, emotional, and physical nutrition for optimal energy. Follow Dr. Ali Novitsky on ⁠⁠⁠⁠TikTok⁠⁠⁠⁠ | ⁠⁠⁠⁠Facebook⁠⁠⁠⁠ | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ Subscribe to The Muscles and Mindset Podcast on ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠Apple PodcastsWork with Dr. Ali: Check out the Beginner Strength Training Program - 12 months for only $199! ⁠⁠⁠⁠⁠Enroll TODAY⁠⁠⁠⁠⁠. Transform® 9.0 enrollment is now open for a May 5th kickoff! Get started with your bonus content today. ⁠⁠⁠⁠⁠Learn more HERE⁠⁠⁠⁠⁠. The Total Fitness Program combines Core & Floor, Beginner Strength, Advanced Strength Training, Yoga, and Meditation to give you the ultimate mind and body fitness experience over 12 months. ⁠⁠⁠⁠Enroll HERE⁠⁠⁠⁠. The Fit Collective® is an Affiliate with InBody, USA and Canadian divisions. Click ⁠⁠⁠⁠HERE⁠⁠⁠⁠ to receive a 15% discount off the H20 and H30 models. Please note, we do receive a small referral commission.

Happy Presidents Day!!! Today returning guest Joe Testa is back for a suuuuper deep dive into Halloween H20: 20 Years Later (1998), a thrilling return to the franchise that revitalized the iconic slasher series. This is mega episode we discuss Jamie Lee Curtis's powerful comeback as Laurie Strode, the film's blend of '90s horror with classic slasher elements, and how it balances nostalgia with fresh terror. Get ready for a spooky deep dive into one of Halloween's most iconic sequels!Apple Podcast: https://podcasts.apple.com/us/podcast/wheel-of-horror/id1534102813 Spotify: https://open.spotify.com/show/3HnyAISG8Z8hvMFdSG60tE?si=9b785cf21c7f46a3 YouTube: https://www.youtube.com/@wheelofhorrorpodcast1802/videos Instagram: https://www.instagram.com/wheel_of_horror/ Twitter/X: https://twitter.com/HorrorWheel

Episode SummaryIn this episode, Dr. Diana Pallin, an obesity medicine specialist, joins Dr. Ali Novitsky to discuss what happens after patients achieve weight loss success. They explore the three most common scenarios—unrealistic goals, surpassing expectations, and the challenge of feeling like it's never enough. Dr. Pallin emphasizes why focusing on metabolic health, body composition, and sustainability is far more important than the number on the scale.Personal UpdateDr. Pallin reflects on her experience guiding patients through long-term weight management. She shares how setting realistic expectations from day one helps individuals avoid frustration and embrace their progress. She also highlights why metabolic adaptation plays a crucial role in maintaining results and why many patients need to shift their mindset around goal-setting.Episode BreakdownIntroduction to the EpisodeOverview of Dr. Diana Pallin's expertise in obesity medicineWhy long-term weight loss success depends on realistic expectationsThree Common Weight Loss ScenariosUnrealistic Goals & The Expectation GapWhy many patients aim for goals that medical management alone cannot achieveHow metabolic adaptation limits extreme weight loss through medical treatmentThe importance of a sustainable, stepwise approach to weight lossReaching a Goal But Wanting MoreThe psychological struggle of “never feeling like you've arrived”How metabolic health improves beyond just weight lossStrategies to help patients accept and celebrate their progressSurpassing Expectations & The Rare “Unicorn” CasesWhen patients exceed their own expectations through metabolic healingThe importance of focusing on body composition rather than weight aloneWhy strength training, protein intake, and sustainable habits are keyUnderstanding Body Composition & Setting Realistic GoalsThe difference between weight, muscle mass, and body fat percentageWhy the “I, C, and D” body composition models help set expectationsThe importance of body recomposition over extreme weight lossMetabolic Adaptation & The Role of MedicationWhy long-term maintenance is about more than just losing weightHow GLP-1 medications impact metabolic adaptationThe balance between medical intervention, nutrition, and lifestyle changesKey TakeawaysWeight loss goals should be based on body composition, not just weightMetabolic adaptation affects long-term success and sustainabilityMany patients set unrealistic goals—focusing on overall health leads to better outcomesThe journey doesn't stop at weight loss—it evolves into lifelong maintenanceTimestamps00:00:00 - Introduction and Dr. Pallin's background00:04:15 - The three common weight loss scenarios00:12:30 - The impact of unrealistic goals on success00:19:45 - Understanding body composition and metabolic health00:26:30 - How medications help with long-term weight management00:32:15 - Key takeaways and next episode previewDr. Ali's 48-CMENutrition Training Program is enrolling now! Sign upHERE.Check out the Beginner Strength Training Program - 12 months for only $199! ⁠⁠⁠Enroll TODAY⁠⁠⁠.Transform® 9.0 enrollment is now open for a May 5th kickoff! Get started with your bonus content today. ⁠⁠⁠Learn more HERE⁠⁠⁠.The Total Fitness Program combines Core & Floor, Muscles & Mindset, Advanced Strength Training, Yoga, and Meditation to give you the ultimate mind and body fitness experience over 12 months. ⁠⁠Enroll HERE⁠⁠.The Fit Collective® is an Affiliate with InBody, USA and Canadian divisions. Click ⁠⁠HERE⁠⁠ to receive a 15% discount off the H20 and H30 models. Please note, we do receive a small referral commission.Follow Dr. Ali Novitsky on ⁠⁠⁠TikTok⁠⁠⁠ | ⁠⁠⁠Facebook⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠Subscribe to The Muscles and Mindset Podcast on ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple Podcasts

Welcome to Episode 2 of our exciting podcast series featuring Dr. Diana Pallin,an obesity medicine physician at New Start Medical! In this episode, we divedeep into what happens after starting weight loss medication.Setting realistic expectations for weight loss and the importance of lifestylechanges.The role of medication in weight maintenance and the significance ofhaving multiple tools in your weight loss toolbox.How to handle plateaus and the common pitfalls that can hinder progress,including emotional eating and stress. Dr. Pallin shares her insights on the importance of nutrition, exercise, andbehavior modification in achieving sustainable weight loss. Plus, we explorethe unique approach of her practice, where nutrition counseling is integratedinto obesity medicine.Don't miss this informative episode packed with valuable tips and strategiesfor anyone on their weight loss journey!Links:Learn more about Dr. Deanna Pallin and New Start Medical: New StartMedicalFollow us for more Conclusion:Dr. Palin insights provide a comprehensive understanding of theweight loss journey, emphasizing the importance of realistic expectations,long-term commitment, and a holistic approach to health. The episodeconcludes with a teaser for the final part of the series, which will focus onwhat happens after reaching weight loss goals.Additional Information:For more details about Dr. Diana Palin and her practice, New Start Medical,visit the show notes. Dr. Palin practice is located in Doylestown,Pennsylvania, and is renowned for its four-pillar obesity medicine approach. Call to Action:Listeners are encouraged to stay tuned for the final episode in this series,where Dr. Novitsky and Dr. Palin will discuss the next steps after hitting weightloss goals. Until next time, listeners are reminded to continue their journeytowards better health. Timestamps00:00:00 - Introduction and Guest Introduction00:00:28 - Overview of Episode Two00:01:08 - Definition of Rapid Weight Loss00:01:28 - Risks of Rapid Weight Loss00:02:31 - Phases of Weight Loss00:03:03 - Setting Realistic Expectations00:03:40 - Adjusting Goals Based on Circumstances16. 00:04:26 - Long-term Weight Loss Journey00:05:04 - Maintaining Weight Loss and Medication00:06:05 - Duration of Medication Use00:07:09 - Implementing All Four Pillars of Obesity Medicine00:08:17 - Challenges of Working from Home00:08:39 - Quality of Life Improvements with Medication00:10:00 - Importance of Having Multiple Tools00:10:11 - Four Pillar Obesity Medicine Practice00:11:12 - Doctor's Role in Nutrition Counseling00:12:01 - Differences Between Dietitians and Obesity Medicine Specialists00:13:27 - Comprehensive Obesity Medicine Program00:14:09 - Muscle and Mindset Program00:15:35 - Patient Trust and Compliance00:16:11 - Impact of Strength Training on Muscle Mass Maintenance00:17:24 - Addressing Plateaus in Weight Loss00:23:28 - Emotional Eating and Medication Adjustments00:24:49 - Common Obstacles: Weekend Eating, Sleep, and Stress00:26:11 - Preview of Final Episode in Series00:26:35 - Closing Remarks and Guest Information The Muscles & Mindset Beginner Strength Training Program - 12 months for only $199! ⁠⁠Enroll TODAY⁠⁠. Transform® 9.0 enrollment is now open! Get started with your bonus content today. ⁠⁠Learn more HERE⁠⁠. The Total Fitness Program combines Core & Floor, Muscles & Mindset, Advanced Strength Training, Yoga, and Meditation to give you the ultimate mind and body fitness experience over 12 months. ⁠Enroll HERE⁠. The Fit Collective™ is an Affiliate with InBody, USA and Canadian divisions. Click ⁠HERE⁠ to receive a 15% discount off the H20 and H30 models. Please note, we do receive a small referral commission. Follow Dr. Ali Novitsky on ⁠⁠TikTok⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠YouTube⁠⁠ Subscribe to The Muscles and Mindset Podcast on ⁠⁠Spotify⁠⁠ | ⁠⁠Apple Podcasts

Episode Summary In this episode, Dr. Diana Palin, an obesity medicine specialist, delves into her comprehensive approach to obesity treatment. She discusses the integration of mindset work, nutrition management, exercise programming, and medication, emphasizing the importance of metabolic health over BMI. Dr. Pallin shares insights into the challenges of obesity medicine, including the limitations of GLP-1 agonists and insurance hurdles, and provides a roadmap for effective treatment beyond medication. Overview of Dr. Diana Pallin's expertise in obesity medicine. Understanding obesity treatment beyond BMI: a focus on metabolic health. The early days of Dr. Pallin's practice: From 15 patients to 3,000: the growth and transformation of New Start Medical. The declining obesity rates and the evolving tools available to combat obesity. Who should seek an obesity medicine specialist? Obesity treatment is not just for those with a high BMI but for anyone experiencing metabolic diseases, physical limitations, or mental health struggles related to weight. The importance of treating the whole person, not just the number on the scale. What to expect at the first visit: Comprehensive physical exams and lab tests to identify metabolic barriers. The role of behavior modification and personalized nutrition plans in treatment. The role of group medical appointments: How shared medical sessions provide education, support, and community. Patient hesitations and the long-term benefits of group participation. Medication, nutrition, and behavior modification Why medication alone isn't enough — proper nutrition and lifestyle changes are crucial. Addressing common myths about medications and muscle loss. Candidacy for GLP-1 agonists and alternative treatments: Understanding who can and cannot take GLP-1 medications. The importance of personalized medication plans for optimal results. Timestamps: 00:00:00 - Introduction and Dr. Pallin's background00:03:30 - The early days of her obesity medicine practice00:07:15 - Understanding metabolic health over BMI00:12:00 - First visit expectations and personalized care plans00:17:30 - The role of group medical appointments00:21:45 - Medications, nutrition, and behavior changes00:26:15 - Challenges with insurance and medication approvals00:30:00 - Key takeaways and next episode preview The Muscles & Mindset Beginner Strength Training Program - 12 months for only $199!  . The Total Fitness Program combines Core & Floor, Muscles & Mindset, Advanced Strength Training, Yoga, and Meditation to give you the ultimate mind and body fitness experience over 12 months.  . The Fit Collective™ is an Affiliate with InBody, USA and Canadian divisions. Click   to receive a 15% discount off the H20 and H30 models. Please note, we do receive a small referral commission. Follow Dr. Ali Novitsky on   |   |   |  Subscribe to The Muscles and Mindset Podcast on   |