Podcasts about H20

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Best podcasts about H20

Latest podcast episodes about H20

I Finally Watched...
Ep. 312 | Halloween: The Curse of Michael Myers

I Finally Watched...

Play Episode Listen Later Oct 31, 2025 59:19


Happy Halloween! We have actually closed a chapter to the Halloween timeline, Halloween 6 marks the last Halloween until its soft reboot with H20! We hope you enjoy Halloween 6: The Curse of Michael Myers and unfunny Paul Rudd!     This episode is brought to you by: OFF-SCRIPT an awesome clothing brand by Tyler Budden, movie inspired clothing, without turning into cosplay! Music: https://jessejacethomas.bandcamp.com/album/want Create your podcast today! #madeonzencastr

Capital
Radar Empresarial: Nvidia se dispara a máximos históricos tras anticipar ventas

Capital

Play Episode Listen Later Oct 29, 2025 4:42


En la edición de hoy del Radar Empresarial, revisamos el impresionante incremento que registró ayer Nvidia en los mercados financieros. Las acciones de la compañía subieron cerca de un 5%, impulsadas por los anuncios realizados por su director ejecutivo, Jensen Huang, durante la GPU Technology Conference. Este repunte llevó a la empresa a alcanzar su máximo histórico en bolsa, acercándose a una capitalización de cinco billones de dólares. En su presentación, Huang destacó que Nvidia planea producir 20 millones de chips Blackwell y Rubin, respaldada por reservas que superan los 500.000 millones de dólares para garantizar el suministro. Esta nueva generación de procesadores se ha convertido en pieza clave de los más recientes acuerdos relacionados con la inteligencia artificial y la computación avanzada. Durante el evento, el CEO también anunció una alianza estratégica con Oracle, mediante la cual ambas compañías desarrollarán el sistema de supercomputación de IA más grande del Departamento de Energía de Estados Unidos. El proyecto contempla la creación de dos superordenadores, llamados Solstice y Equinox, ambos impulsados por chips de la familia Blackwell. Con estas acciones, Nvidia reafirma su compromiso con el mercado estadounidense, donde ya había comunicado una inversión de 500.000 millones de dólares a realizarse en los próximos cuatro años. Además, la firma tecnológica ha concretado una inversión de 1.000 millones de dólares en Nokia, adquiriendo el 2,9% de participación en la empresa finlandesa. Gracias a esta colaboración, Nokia integrará la tecnología de Nvidia en el desarrollo de sus redes 4G y 5G, además de explorar aplicaciones para la futura tecnología 6G. Paralelamente, Nvidia aprovechará la experiencia de Nokia en centros de datos para optimizar su infraestructura de inteligencia artificial. Con estos movimientos, el gigante de los semiconductores se perfila para alcanzar una valoración récord, a pesar de las limitaciones impuestas en China. Cabe recordar que, debido a las restricciones comerciales de Estados Unidos, Nvidia no puede exportar sus chips Blackwell al país asiático y se ve obligada a ofrecer una versión menos avanzada, el modelo H20. Incluso, el expresidente Donald Trump ha señalado su intención de dialogar con Xi Jinping sobre esta situación.

Capital
Radar Empresarial: Nvidia se dispara a máximos históricos tras anticipar ventas 2

Capital

Play Episode Listen Later Oct 29, 2025 4:42


En la edición de hoy del Radar Empresarial, revisamos el impresionante incremento que registró ayer Nvidia en los mercados financieros. Las acciones de la compañía subieron cerca de un 5%, impulsadas por los anuncios realizados por su director ejecutivo, Jensen Huang, durante la GPU Technology Conference. Este repunte llevó a la empresa a alcanzar su máximo histórico en bolsa, acercándose a una capitalización de cinco billones de dólares. En su presentación, Huang destacó que Nvidia planea producir 20 millones de chips Blackwell y Rubin, respaldada por reservas que superan los 500.000 millones de dólares para garantizar el suministro. Esta nueva generación de procesadores se ha convertido en pieza clave de los más recientes acuerdos relacionados con la inteligencia artificial y la computación avanzada. Durante el evento, el CEO también anunció una alianza estratégica con Oracle, mediante la cual ambas compañías desarrollarán el sistema de supercomputación de IA más grande del Departamento de Energía de Estados Unidos. El proyecto contempla la creación de dos superordenadores, llamados Solstice y Equinox, ambos impulsados por chips de la familia Blackwell. Con estas acciones, Nvidia reafirma su compromiso con el mercado estadounidense, donde ya había comunicado una inversión de 500.000 millones de dólares a realizarse en los próximos cuatro años. Además, la firma tecnológica ha concretado una inversión de 1.000 millones de dólares en Nokia, adquiriendo el 2,9% de participación en la empresa finlandesa. Gracias a esta colaboración, Nokia integrará la tecnología de Nvidia en el desarrollo de sus redes 4G y 5G, además de explorar aplicaciones para la futura tecnología 6G. Paralelamente, Nvidia aprovechará la experiencia de Nokia en centros de datos para optimizar su infraestructura de inteligencia artificial. Con estos movimientos, el gigante de los semiconductores se perfila para alcanzar una valoración récord, a pesar de las limitaciones impuestas en China. Cabe recordar que, debido a las restricciones comerciales de Estados Unidos, Nvidia no puede exportar sus chips Blackwell al país asiático y se ve obligada a ofrecer una versión menos avanzada, el modelo H20. Incluso, el expresidente Donald Trump ha señalado su intención de dialogar con Xi Jinping sobre esta situación.

United States of Murder
Halloween Special PART 2: Unmasking the Halloween Franchise

United States of Murder

Play Episode Listen Later Oct 28, 2025 65:20


Forty years. Thirteen films. One masked killer who just won't die.Today, we're zeroing in on the final chapter of the Halloween saga — the last seven films that tried to reimagine, reboot, and finally end the story of Michael Myers. From the sleek nostalgia of H20, to the gritty chaos of Rob Zombie's vision, and the recent Blumhouse trilogy that brought Laurie Strode back for one last showdown. We're slicing through what worked, what didn't, and why the Shape still casts such a long shadow over modern horror.So grab your pumpkin spice, lock your doors, and cue the Carpenter score, because we're diving deep into the evolution, the chaos, and the legacy of Halloween's final seven acts.Be sure to subscribe on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and leave a review, or email us at unitedstatesofmurder@gmail.comFollow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!

Killer Point Of View
The Halloween Episode

Killer Point Of View

Play Episode Listen Later Oct 28, 2025 103:07


In this Halloween-themed episode of The Killer Point Of View Podcast, we revisit a trilogy within the Halloween Franchise. Halloween (1978), Halloween II (1981), and Halloween H20 (1998). We break down what made Carpenter's original film so impactful, debate whether Part II reached the bar set by the original, and discuss if H20 served as the perfect ending for Laurie Strode.We talk legacy, characters, standout moments, and kills from each film, and explore how different the franchise might feel if Halloween were introduced to the world today instead of the late 70s. After rating all three movies, we close out the episode with a Halloween holiday “This or That” game.

Movies That Made Us Gay
303. Halloween H20 with special guest Michael Morgan

Movies That Made Us Gay

Play Episode Listen Later Oct 24, 2025 127:46


"Can I please get another glass of Chardonnay please?" We're back on our horror icon Michael Myers this week as we look back at Halloween: H20. Released for the 20th anniversary of John Carpenter's original summer of 1998, it was an early capitalizer of nostalgia culture, this time scrapping 4, 5, and 6 (The Thorn Trilogy) in favor of a more streamlined story. Jamie Lee Curtis is back playing Laurie Strode, after a seventeen-year hiatus. Laurie is in hidding after faking her own death after the events of Halloween II, and is the head mistress of a excluvie west coast boarding school. It's the type of soap oprea backstory we love, and the Spanish style board school gives it an odd flavor that all of the movies don't have. The end result is a short and sweet little 90s post-Scream slasher. Seriously, with credits, this movie runs a brisk 86 minutes, that includes the  ten-minute prologue before the credits. When JLC appears on screen, there are under seventy minutes left! We talk about Kevin Williamson's uncredited rewrite, its very WB-friendly cast, and don't worry, we talk extensively about Josh Harnett's goat-crewed bangs. The hair deserves its own Wikipedia page at this point. H20 is hardly a perfect movie, but we stand by that it has aged better than most of the sequels, including the recent David Gordon Green movies. It's Halloween, everyone is entitled to one good scare!  Thank you for listening, and don't forget to subscribe, rate, and review us on Apple Podcasts! www.patreon.com/moviesthatmadeusgay Facebook/Instagram: @moviesthatmadeusgay Bluesky: @MTMUGPod.bsky.social Scott Youngbauer: Twitter @oscarscott / Instagram @scottyoungballer Peter Lozano: Twitter/Instagram @peterlasagna

Nick and Manny's Infinite Podcast
Halloween H20 Commentary- N&M

Nick and Manny's Infinite Podcast

Play Episode Listen Later Oct 23, 2025 91:06


It's spooky season once again! Nick enlisted Arcadio once again to do a few more commentaries in the Halloween series. This year, we're tackling the duology of sequels from the late 90s and early 2000s, beginning with 1998's H20! In one of the earliest legacy sequels, Jamie Lee Curtis is back, Josh Hartnett makes his debut, LL Cool J makes history and Michael changes masks more than ever. We have a lot of fun tackling a Halloween flick that Nick has never seen before, and we hope you have fun watching along with us! We'll see you on Halloween next week for Halloween: Resurrection.Find Us Here:Nick: https://linktr.ee/Reeves_117Manny: https://linktr.ee/Emmanuel_FuentesManny's Writing: https://videogamesmademe.com/authors/Infinite%20MannyArcadio: Twitter @arcadiocaste; https://bsky.app/profile/arcadiocaste.bsky.social

Rogues Gallery
Case File 121: Halloween H20

Rogues Gallery

Play Episode Listen Later Oct 15, 2025 132:04


It's the season finale of Rogues Gallery, and our final investigation of the year leads us into the eerily empty halls of Hillcrest Academy for a look back at Halloween H20: 20 Years Later. What began as a modest direct-to-video sequel was reborn as a prestige anniversary event, bringing Jamie Lee Curtis back for one last confrontation with the Shape... or so we thought. We dig into how a late-stage rewrite and a scrapped subplot shaped this sleek, surprisingly brisk entry, and whether the glossy, post-Scream style enhances or undermines what made the early films so haunting. Along the way, we also unpack the chaotic saga of the four different Michael Myers masks, the eleventh-hour overhaul of its controversial score, and whether or not it truly delivers the cathartic ending it intended. Finally, we debate where H20 ranks among the Halloween films we've covered thus far, and Kristen makes her predictions for the next entry. Our next season begins in February 2026. Apple Podcasts | Spotify | Facebook | Instagram Chris's Instagram | Kristen's Instagram Chris & Kristen's Web Series: The Strange Case of Lucy Chandler

Fright Night Flicks: Horror Movie Reviews
Halloween H20: 20 Years Later (1998) | Horror Movie Review

Fright Night Flicks: Horror Movie Reviews

Play Episode Listen Later Oct 15, 2025 88:22


Fright Night Flicks dives into Halloween H20: 20 Years Later (1998).... the long-awaited return of Laurie Strode and Michael Myers. Two decades after that fateful night in Haddonfield, Laurie's trying to live a normal life… until Michael shows up to finish what he started. We break down the kills, the tension, and that epic final showdown that made H20 one of the most iconic slashers of the late '90s. Was this the perfect comeback for the Halloween franchise....or just another missed swing of the knife? #halloween #halloweenmovie #michaelmyers

Mike, Mike, and Oscar
Elordi, Bond Elordi. Plus Anemone, Steven, Chase Infinity, DudeBros + More! - ORC 10/11/25

Mike, Mike, and Oscar

Play Episode Listen Later Oct 11, 2025 54:30


What is This Episode? - Top of Show . UPCOMING MOVIE NEWS: Elordi, Bond Elordi?! - 4:14 Every Dude Bro Actor Will be in Heat 2 - 7:14 . AWARDS NEWS: Chase Infinity to Run as Lead Actress - 10:51 Song Sung Blue is a Comedy for Globes - 15:07 Paul Mescal Goes Supporting for Hamnet - 16:33 Diego Luna/JLo Supporting, Tanatiu Lead for Spider Woman - 17:58 (And AM Reviews Kiss of the Spider Woman) If I Had Legs... a Comedy for Globes - 22:52 . WHAT WE'RE WATCHING: AM on Anemone - 24:53 M1 on Wayward - 28:56 AM on Roofman - 30:33 AM on Bone Lake - 32:16 M1 has New Takes on Halloweens 4+5 - 34:30 AM on Steve - 35:20 M1 Stands by H20 - 37:42 AM on Ghost Trail - 38:46 AM is VERY High on Deaf President Now! - 39:51 . CONTENDER TRAILERS: Wicked for Good and Original Song Tease - 42:30 No Other Choice Trailer #2 - 44:02 Die My Love Trailer #2 - 45:53 Nuremberg Trailer #2 - 47:48 The Bride! Trailer #1 - 48:40 . . WHAT'S NEXT/LEAVE US 5 STARS/WORDS OF WISDOM - 51:03

Hack The Movies
Halloween H20 Timeline Reviews - Hack The Movies Review Compilation

Hack The Movies

Play Episode Listen Later Oct 8, 2025 87:53 Transcription Available


Here is a compilation of the Halloween reviews that we did for all the movies in the H20 timeline. You'll see the Halloween 1978 review that I did with Mint Salad on her channel, the Halloween II review I did with Movie Dumpster, The H20 review I did witch Crystal, and the Halloween Resurrection review I did with Casey and Tim.

Combos Court
Combo Talks Why The Knicks Can Win It All + Jay-Z vs Nas | Wavy World Podcast

Combos Court

Play Episode Listen Later Oct 4, 2025 21:17


Recorded in-studio at Bronx Tale Studios, Combo joins hosts H20 and Wavy on Wavy World Podcast to deliver bold takes on hoops, hip-hop, and content creation. He predicts why the Knicks can win it all, debates the timeless Jay-Z vs Nas rivalry, and dives into overseas vs stateside hoops, his favorite player, and what it really takes to stand out in today's creator landscape. Subscribe to Wavy World → https://YouTube.com/Ballin4PeaceTV Merch → Rep Elite32 gear + support scholarships Follow for updates → @Elite32NYC | @Ballin4Peace | @H205 Find Combo here: New Twitter: @itsonetwocombo IG: @Onetwocombo YouTube: COMBO TV Support Combo's Court directly: Cash App $comboscourt Venmo @comboscourt 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

La ContraCrónica
TikTok y la seguridad nacional

La ContraCrónica

Play Episode Listen Later Sep 29, 2025 53:10


El pasado jueves Donald Trump firmó una orden ejecutiva que permite a TikTok seguir operando en EEUU tras un acuerdo con un grupo inversor capitaneado por Oracle, que controlará el 80 % de las operaciones de la aplicación en el país. Este acuerdo pone fin a una larga batalla iniciada en 2020, cuando Trump, en su primer mandato, señaló a TikTok como una amenaza por supuestamente recopilar datos de usuarios y entregarlos al Partido Comunista Chino. En aquel momento trató de forzar la venta de TikTok a empresas como Microsoft, Oracle y Walmart, pero fue bloqueada por un tribunal federal por violar la Primera Enmienda. Durante el gobierno de Biden las restricciones continuaron. En abril de 2024, el Congreso aprobó una ley que exigía la venta de TikTok o su prohibición total por riesgos de espionaje chino, medida ratificada luego por el Tribunal Supremo. TikTok suspendió voluntariamente sus servicios en EEUU el 18 de enero de este año, una decisión que afectó a 170 millones de usuarios. Pero Trump, seguramente influido por su popularidad en la plataforma (15 millones de seguidores) y su utilidad para captar el voto joven en 2024, extendió los plazos para negociar una venta que ha culminado en este acuerdo. Pero, a pesar de todo, las preocupaciones sobre la seguridad nacional persisten. El algoritmo de TikTok, clave para influir en los usuarios, seguirá en manos de ByteDance, la empresa matriz china. Aunque una copia será licenciada al grupo inversor estadounidense para reentrenarla con datos locales, no está claro cómo se gestionarán las actualizaciones del algoritmo, lo que podría permitir a China mantener la última palabra sobre la aplicación. El acuerdo también crea dudas sobre su transparencia. Trump seleccionó personalmente a los inversores lo que supone un caso claro de “capitalismo de amigotes”. Además, la junta directiva, designada por Trump, podría moderar contenido de manera partidista favoreciendo opiniones alineadas con el presidente. El gobierno espera recaudar miles de millones en comisiones por la transacción, lo que Trump ha destacado como un logro económico. Este movimiento plantea preguntas sobre la postura de Trump en la guerra tecnológica contra China, que él mismo inició en 2018. Durante los años de Biden, se endurecieron los controles de exportación para limitar el acceso chino a tecnologías avanzada, como semiconductores y modelos de inteligencia artificial. Pero Trump parece priorizar los beneficios económicos sobre la seguridad nacional. Hace dos meses derogó una ley de difusión de IA de Biden y permitió la venta de chips H20 de Nvidia a China a cambio de un porcentaje de los ingresos. En la gira por Oriente Medio en mayo de este año para negociar acuerdos de IA con países como Arabia Saudí y Emiratos Árabes Unidos Trump regresó a Washington con unos cuantos acuerdos bajo el brazo que, aunque lucrativos, especialmente para la familia Trump, podrían comprometer la seguridad nacional. En esto la política de Trump parece guiada por el personalismo y el beneficio a corto plazo, lo que provoca incertidumbre sobre el futuro de la guerra tecnológica con China. Su interés en reunirse con Xi Jinping en 2026 podría llevar a nuevas concesiones que, eso sí, dependerán de las transacciones que consiga negociar. En La ContraRéplica: 0:00 Introducción 3:50 TikTok y la seguridad nacional 29:43 Contra el pesimismo - https://amzn.to/4m1RX2R 31:23 Patentes si o no 38:27 Vacunas 45:06 Paracetamol y autismo · Canal de Telegram: https://t.me/lacontracronica · “Contra el pesimismo”… https://amzn.to/4m1RX2R · “Hispanos. Breve historia de los pueblos de habla hispana”… https://amzn.to/428js1G · “La ContraHistoria del comunismo”… https://amzn.to/39QP2KE · “La ContraHistoria de España. Auge, caída y vuelta a empezar de un país en 28 episodios”… https://amzn.to/3kXcZ6i · “Contra la Revolución Francesa”… https://amzn.to/4aF0LpZ · “Lutero, Calvino y Trento, la Reforma que no fue”… https://amzn.to/3shKOlK 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 #tiktok Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals

寰宇#關鍵字新聞 Global Hashtag News
【#川不棄台積】美政府入股晶片廠代替投資 台積電受施壓|寰宇#關鍵字新聞2025.09.29

寰宇#關鍵字新聞 Global Hashtag News

Play Episode Listen Later Sep 29, 2025 2:20


日前輝達的H20晶片,才在美國總統川普的同意放行下,進入中國市場販賣,當中參與的美國公司的輝達和超微,同意上繳15%的抽成給美國政府,而身為台灣公司的台積電卻不願意,因而受到川普政府的施壓。原先美國打算發展本土半導體產業,大手補助半導體大廠,但川普上任後卻為了美國自身的利益,打算將補助改為入股。不過台積電為了避免技術外流,已經拒絕。 留言告訴我你對這一集的想法: https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

Hora 20
Hay que despolitizar seguridad, se necesita política de seguridad de Estado, no de Gobierno: Córdoba

Hora 20

Play Episode Listen Later Sep 24, 2025 7:10


El aspirante a la presidencia, Felipe Córdoba, pasó por H20 para exponer sus propuestas en materia de seguridad.

DH Unplugged
DHUnplugged #769: Sideline Ca$h

DH Unplugged

Play Episode Listen Later Sep 17, 2025 65:18


Cash on the sidelines.... (that thesis is coming back) ATH - Fed cut, AI earnings, buybacks... (Sentiment) Most hated stocks - more hate 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 - AI - the promise and the theft - Need a new CTP stock! - Most hated stocks - more hate - Football Season !!!!!!!!! Markets - ATH - Fed cut, AI earnings, buybacks... (Sentiment) - NVDA under China's microscope - Cash on the sidelines.... (that reason coming back) - StubHub IPO coming (thieves, but make $ for company) Once again - House to put forth stopgap bill that would fund government through November 21; vote expected Friday CPI and Jobs - The consumer price index posted a seasonally adjusted 0.4% increase for the month, the biggest gain since January, putting the annual inflation rate at 2.9%. ---For the vital core reading that excludes food and energy, the August gain was 0.3%, putting the 12-month figure at 3.1%, both as forecast. Fed officials consider core to be a better gauge of long-run trends. The central bank's inflation target is 2%. - The Labor Department reported a surprise increase in weekly unemployment compensation filings to a seasonally adjusted 263,000, the highest since October 2021. - The reports provide the final pieces of a complicated data puzzle that central bankers will review at their two-day policy meeting that concludes Sept. 17. Retail Sales - Can't count out the US Consumer - THEY CONSUME - Retail sales increase 0.6% in August, beating expectations - Core retail sales rise 0.7%; July gain unrevised at 0.5% - Higher prices account for some of the rise in sales, but consumers also showing resilience - Import prices increase 0.3% amid strong gains in capital, consumer goods Fed Day  - Odds are 100% for 0.25 cut and 3.9% for a 0.50% cut - Lots of talk about 3 cuts for 2025 (Sept, Oct, December) - Gold hitting new highs, silver up there (Schiff on TDI Podcast this week) - Cook not allowed to be fired Google - Welcome to the TRILLION dollar market cap club - Even with the concern over AI eating up search - stock is ATH after the recent court ruling -- Probably also due to free input for their LLMs - The owner of Rolling Stone, Billboard and Variety sued Google on Friday, alleging the technology giant's AI summaries use its journalism without consent and reduce traffic to its websites. - The lawsuit by Penske Media in federal court in Washington, D.C., marks the first time a major U.S. publisher has taken Alphabet-owned Google to court over the AI-generated summaries that now appear on top of its search results. - News organizations have for months said the new features, including Google's "AI Overviews," siphon traffic away from their sites, eroding advertising and subscription revenue. - Penske, a family-owned media conglomerate led by Jay Penske and whose content attracts 120 million online visitors a month, said Google only includes publishers' websites in its search results if it can also use their articles in AI summaries. - Without the leverage, Google would have to pay publishers for the right to republish their work or use it to train its AI systems, the company said in the lawsuit. I NVDA - China says Nvidia violated anti-monopoly law after preliminary probe - China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law, according to a preliminary probe, adding that Beijing would continue its investigation into the U.S. chip giant. - Surely if USA allows access to the H20 chip that this will go away.... Tesla Shares - First, company is not doing well - as a company - but stock is performing

The Dynamist
NVIDIA and Intel: A Tale of Two Chip Firms w/Oren Cass

The Dynamist

Play Episode Listen Later Sep 16, 2025 59:41


Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

寰宇#關鍵字新聞 Global Hashtag News
【#中國打輝達】中判輝達邁絡思收購案壟斷 疑對美報復|寰宇#關鍵字新聞2025.09.16

寰宇#關鍵字新聞 Global Hashtag News

Play Episode Listen Later Sep 16, 2025 1:46


美中經貿會談,在馬德里,如火如荼展開,但中國當局,最近調查結果出爐,指控輝達,在2020年,邁絡思收購案中,涉嫌違反中國反壟斷法。不過許多分析質疑,中國是因為美國對中國的晶片禁令,才找輝達的麻煩,先前質疑H20晶片的安全漏洞,就是一個例子。 留言告訴我你對這一集的想法: https://open.firstory.me/user/cku2d315gwbbo0947nezjmg86/comments YT收看《寰宇全視界》

Capital
Radar Empresarial: NVIDIA se enfrenta a los reguladores antimonopolio chinos

Capital

Play Episode Listen Later Sep 16, 2025 4:45


En la edición de hoy de Radar Empresarial, abordamos las recientes investigaciones por supuestas prácticas antimonopolio que enfrenta Nvidia en China. Las autoridades chinas han iniciado una pesquisa preliminar contra la empresa estadounidense de semiconductores, señalando posibles infracciones a sus normativas de competencia. El centro de esta investigación sería la compra que realizó Nvidia en 2019: la adquisición de Mellanox Technologies, una empresa israelí dedicada a soluciones de conectividad para centros de datos. Esta fue, hasta la fecha, la operación más grande de Nvidia, valorada en 6.900 millones de dólares. El interés de Nvidia por Mellanox surgió debido a la tecnología Infiniband, un sistema de interconexión de alta velocidad fundamental para aplicaciones de inteligencia artificial. Al incorporar esta empresa, Nvidia no solo reforzaba su posición en el ámbito de los centros de datos, sino que también expandía su presencia en el mercado de servidores, un área donde todavía tenía debilidades. Pese a que Mellanox es una firma israelí, la adquisición necesitaba el visto bueno de los reguladores chinos, dado que una parte importante de sus operaciones y ventas se realizaban en el país asiático. Hasta el momento, las autoridades chinas no han especificado las razones exactas por las que han reabierto el caso. No obstante, una de las condiciones impuestas en su momento fue que todos los productos vendidos en China cumplieran con términos justos, razonables y no discriminatorios. Aunque Nvidia asegura que ha actuado conforme a las leyes locales, la incertidumbre crece sobre las posibles implicaciones de esta revisión regulatoria. Si se llegara a determinar que Nvidia violó la ley, la compañía podría enfrentarse a sanciones económicas que oscilarían entre el 1% y el 10% de sus ingresos anuales del año anterior. Además, los reguladores podrían imponer restricciones, como la obligación de vender sus productos en China sin la tecnología de Mellanox. Esto se suma a las tensiones existentes en torno a sus chips H20, diseñados especialmente para el mercado chino, los cuales también han sido objeto de controversia a pesar del levantamiento parcial de restricciones por parte de Estados Unidos.

WSJ What’s News
Alibaba Develops a New AI Chip to Fill Nvidia Void

WSJ What’s News

Play Episode Listen Later Aug 29, 2025 15:20


A.M. Edition for Aug 29. Alibaba's new chip will be made in China and seeks to offer an alternative to Nvidia's H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump's trade policy, as well as higher commodity costs, are starting to trickle down to Americans' wallets, with a number of major U.S. firms saying they are raising prices on household staples. And WSJ columnist James Mackintosh explains why markets aren't panicking about President Trump's efforts to remove the Federal Reserve's Lisa Cook. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Engadget
Microsoft introduced a pair of in-house AI models, NVIDIA is (really) profiting, and Fubo Sports debuts Sept. 2

Engadget

Play Episode Listen Later Aug 29, 2025 9:24


Microsoft is expanding its AI footprint with the release of two new models that its teams trained completely in-house. MAI-Voice-1 is the tech major's first natural speech generation model, while MAI-1-preview is text-based and is the company's first foundation model trained end-to-end. MAI-Voice-1 is currently being used in the Copilot Daily and Podcast features. Microsoft has made MAI-1-preview available for public tests on LMArena, and will begin previewing it in select Copilot situations in the coming weeks. In other news, NVIDIA revealed that its revenue for the second quarter rose 56 percent compared to the same period last year, and that's without shipping any H20 chips to China. It reported a revenue of $46.7 billion and a net income of $26.4 billion. And Fubo is making a move to attract new subscribers ahead of the NFL season. The company's new Fubo Sports bundle includes content from ESPN, Fox and local affiliates. The football-friendly package costs $56 monthly. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Squawk on the Street
Nvidia's Q2 Beat and the AI Trade, Fed's Cook Sues Trump Administration 8/28/25

Squawk on the Street

Play Episode Listen Later Aug 28, 2025 45:36


Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging conversation about Nvidia and what's next for the stock and the AI trade. The world's most valuable company posted a Q2 earnings beat, but the stock fell in reaction to lighter-than-expected data center revenue growth -- and a Q3 outlook that did not include H20 chip shipments to China. The anchors also discussed the lawsuit Fed governor Lisa Cook filed against the Trump Administration, contesting the president's move to fire her. Also in focus: The retail earnings parade led by Dollar General and Best Buy, Snowflake soars, upheaval at the CDC. Squawk on the Street Disclaimer

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Today's AI Daily Brief examines AI's rise as a geopolitical flashpoint. The U.S. government's unprecedented 10% Intel stake via CHIPS Act funding, NVIDIA's halt of China-specific H20 production amid U.S.–China tensions, and the launch of a $100M+ PAC, “Leading the Future,” to shape AI policy, show how AI now drives national security, diplomacy, and domestic politics—setting the terms of America's technological leadership for years ahead.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? nlw@breakdown.network

TD Ameritrade Network
China Just Background Noise? Bullish Blackwell Case in NVDA Earnings

TD Ameritrade Network

Play Episode Listen Later Aug 27, 2025 5:17


Beth Kindig says "any dips on China should be bought" after Nvidia (NVDA) reports earnings. She considers sales to the country insignificant compared to the upside potential Nvidia's Blackwell will offer for the A.I. giant's runway as "demand outstrips supply." Brian Szytel will still keep an eye on the company's H20 chip sales in China, noting that it will offer another revenue stream the U.S. government was originally set on taking away.======== 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

The Mind Killer
142 - More Boat Touching

The Mind Killer

Play Episode Listen Later Aug 27, 2025 71:59


Wes, Eneasz, and David keep the rationalist community informed about what's going on outside of the rationalist communitySupport us on Substack!News Links:Texas Democrats went homeNew congressional map has passedOn Nov 4th there will be a special election in CA to redistrict CA and add 5 dem seats to counter TexasTrump civil fraud penalty overturnedTrump sent national guard to DC.Various red states have also sent Nat Guard to supplement the 800 DC guardMostly sent to touristy areas, the safest parts of DCSection 740 says the takeover expires at 30 days and only continues if Congress acts.Washington D.C. has had zero (0) murders in the past week (as of 8/22/2025)Trump planning on sending national guard to ChicagoUS Government acquired 10% of IntelNvidia and AMD agreed to give the US government 15% of revenue from sales of their H20 and MI308 AI chips to China in exchange for export licensesTrump EO: one year in jail for flag burningDaily Beast: RFK is going to ban the covid vaccineFirst case of New World Screwworm found in the USPreviously had be wiped out in America/MexicoA Chinese Coast Guard cutter and PLAN destroyer were harassing a Phillipino coast guard cutter, until they collided with each other.Brandon Hererra is coming back for round 2 against Tony GonzalezNews You Can IgnoreAmerican Eagle Sydney Sweeney jeans ad is great baitAOC vidoes were AI fakes.AOL shutting down its dial-up service Sept 30th.Wyoming launches first state-backed stablecoin - Frontier Stable TokenHappy News!The Smithsonian Air and Space museum has taken possession of an F-15C Eagle with at least 2 confirmed kills from the same pilot, including a maneuver kill against an Iraqi MiG-29 in 1991.Captain Rico Rodriguez was engaged in a close-quarters, low-altitude dogfight against an Iraqi. While trying to avoid Rico's guns, the Iraqi pilot performed an inverted dive and crashed into the desert.CEQA no longer applies to infill building in CA!First baby born with 3 people's DNAGallup poll: globally, people evaluate their lives better than everTawian nuclear spokeswoman Crystal Yang chugged a bottle of nuke-exposed water on cameraGet drones to fly your Chipotle burrito to you, if you live in DallasBritain abandoned its demand that Apple provide backdoor access to any encrypted user dataBionic leg prostheticNew Apple watches can monitor your blood oxygen level again!Ghost Painter in Italian city of Brescia paints over graffiti at night while masked. Records self and posts on tiktokTroop DeploymentDavid - Negotiate your salaryEneasz - Wireborn Art Isn't ArtWes - MAiD is a scissorGot something to say? Come chat with us on the Bayesian Conspiracy Discord or email us at themindkillerpodcast@gmail.com. Say something smart and we'll mention you on the next show!Follow us!RSS: http://feeds.feedburner.com/themindkillerGoogle: https://play.google.com/music/listen#/ps/Iqs7r7t6cdxw465zdulvwikhekmPocket Casts: https://pca.st/vvcmifu6Stitcher: https://www.stitcher.com/podcast/the-mind-killerApple: Intro/outro music: On Sale by Golden Duck Orchestra This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit mindkiller.substack.com/subscribe

Techmeme Ride Home
Has China Shut The Door On Nvidia?

Techmeme Ride Home

Play Episode Listen Later Aug 22, 2025 19:01


We talked recently about how Nvidia wasn't home free in China just yet, and low and behold, they're stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI (Financial Times) OpenAI Is Challenging Google—While Using Its Search Data (The Information) Weekend Longreads Suggestions: He Sold His Likeness. Now His Avatar Is Shilling Supplements on TikTok. (NYTimes) Bill Gates meets Willy Wonka: How Epic's 82-year-old billionaire CEO, Judy Faulkner, built her software factory (CNBC) Mutant Podcast Army Fantasy Football League Link poyeg1 Learn more about your ad choices. Visit megaphone.fm/adchoices

Squawk Pod
Tennis Coach Brad Gilbert Ahead of the U.S. Open 8/22/25

Squawk Pod

Play Episode Listen Later Aug 22, 2025 40:23


As Federal Reserve Chair Jay Powell speaks at the Jackson Hole Economic Policy Symposium, another Fed official remains in the headlines. Former Assistant AG at the DOJ Jonathan Kanter discusses allegations against Fed Governor Lisa Cook. Tennis coach and former pro Brad Gilbert discusses the evolution of tennis and racquet sports ahead of the U.S. Open kick off this weekend in New York. Plus, Elon Musk asked Mark Zuckerberg for help in an OpenAI takeover earlier this year, and Nvidia has reportedly asked some suppliers to stop production of components needed for the H20 chip planned for the Chinese market.  Brad Gilbert - 15:33Jonathan Kanter - 28:06 In this episode:Brad Gilbert, @bgtennisnationBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

The Investing Podcast
Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Aug 22, 2025 17:27


Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry HutchesonFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

The Financial Exchange Show
What does Powell's speech mean for September rate cuts?

The Financial Exchange Show

Play Episode Listen Later Aug 22, 2025 38:33 Transcription Available


Chuck Zodda and Paul Lane discuss Jerome Powell's speech at Jackson Hole and highlight key sections that point towards a possible September rate cut. Markets soar off Powell's comments. The big retailers are thriving in the tariff economy. Nvidia asks suppliers to half production of H20 chips. How to maximize your Roth IRA. Chili's pays staff big bonuses after record sales.

TD Ameritrade Network
Options Corner: NVDA Halts China Chips Production

TD Ameritrade Network

Play Episode Listen Later Aug 22, 2025 5:05


Nvidia (NVDA) says it will halt H20 chip production. CEO Jensen Huang says the company is in talks with the U.S. to sell a more advanced A.I. chip to China. Following the news and ahead of next week's earnings, Rick Ducat dials up the technical perspective on its chart. Later, Tom White composes a bullish call vertical example trade. Using the Sep. 19 options expiry, he explains why the strategy doesn't necessarily rely on its upcoming earnings report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

TD Ameritrade Network
All Eyes On Powell & Jackson Hole, NVDA H20 Chip Confusion

TD Ameritrade Network

Play Episode Listen Later Aug 22, 2025 6:20


Friday is the day Fed chair Jerome Powell speaks at Jackson Hole. Kevin Hincks talks about the scenarios that can ignite a sell-off or lead to a rally. As he explains, it comes down to how he presents the latest round of inflation and jobs data. As for Nvidia (NVDA), Kevin looks into reports saying the A.I. giant ordered to halt production of its H20 chips. It comes as the company readies a new design for China.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Squawk Box Europe Express
All eyes on under-pressure Powell at Jackson Hole

Squawk Box Europe Express

Play Episode Listen Later Aug 22, 2025 26:03


The focus is on Jackson Hole, WY., ahead of U.S. Federal reserve Chairman Jerome Powell's keynote speech. The summit is overshadowed by political pressure over interest rates with policy makers divided over the forecast. Kansas City Fed chair Jeffrey Schmid tells CNBC a September rate cut is not set in stone. Wall Street is in the red with the S&P 500 suffering its longest losing streak since the start of the year as investor jitters over the A.I. outlook affect the world's biggest tech firms. Nvidia is set to cease production of its China-focused H20 chip as authorities cite security concerns and urge local tech firms to stop all purchases. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Patrick Boyle On Finance
15% to the Treasury: Trump's Nvidia Export Kickback!

Patrick Boyle On Finance

Play Episode Listen Later Aug 20, 2025 28:05


In weeks podcast, we unpack Donald Trump's controversial deal with Nvidia and AMD — a 15% revenue-sharing arrangement that allows U.S. AI chips to be exported to China. Is this a clever geopolitical strategy or a dangerous precedent that monetizes national security?We explore:How the deal was brokered and what it means for U.S. trade policyLegal and constitutional concerns surrounding export controlsStrategic risks of enabling China's AI developmentComparisons to China's rare earth leverage and Xi Jinping's CEO controlThe broader pattern of Trump's executive interference in private enterpriseFeaturing analysis on the H20 chip, inference bottlenecks, golden shares, and the future of American capitalism.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Intelligence Matters: The Relaunch
The New Frontiers of the US-China Tech Competition: Craig Singleton

Intelligence Matters: The Relaunch

Play Episode Listen Later Aug 20, 2025 39:55


Michael Allen talks with Craig Singleton, China Program Senior Director and Senior Fellow at the Foundation for Defense of Democracies, about the new frontiers of the US-China tech competition. Craig explains that while trade talks are in a "tactical pause," China's dominance in rare earth minerals and its willingness to use them as leverage reveal a key US vulnerability. The conversation also explores the debate over US semiconductor export controls. He argues that selling advanced chips like Nvidia's H20 to China's military and intelligence apparatus undermines America's technological edge. Craig also explores China's market-dominating strategies in materials like polysilicon and technologies such as LIDAR and display technologies, which pose risks related to supply chain choke points and potential cyber-physical vulnerabilities.

Rebuild
412: Hard Problem for Humans Too (hak)

Rebuild

Play Episode Listen Later Aug 20, 2025 119:57


Hakuro Matsuda さんをゲストに迎えて、万博、Pixel, チップ業界、GPT-5 などについて話しました。 Show Notes Elgato Wave Mic Arm LP 薄型デザインマイクアーム なぜ日本はSwitch 2を“抽選”で販売したのか? 米国の先着順販売との違い、阪大が考察 横浜ナイトフラワーズ2025 Google Pixel 10 US Mobile Nvidia and AMD to pay 15% of China chip sales to US government Export Clause and Taxes | Constitution Annotated NVIDIA Newsroom on X: "H20 export controls didn't slow China" Tim Cook gifts Trump a custom Apple plaque with 24-karat gold base Trump calls Intel CEO 'success' days after demanding resignation We request to keep 4o forever. : r/ChatGPT her/世界でひとつの彼女(字幕版) | Prime Video 言語モデルの物理学 東京ゲームダンジョン 10 Pixel Art Park - 日本最大級のドット絵の祭典 xBloom Studio Coffee Machine 映画『国宝』 海がきこえる - スタジオジブリ アメリカ トランプ政権で台頭「テックライトの教祖」ヤービン氏 テスラ イーロン・マスク

Foreign Podicy
Nvidia⁩ Games: China v. the US in AI Arms Race

Foreign Podicy

Play Episode Listen Later Aug 15, 2025 35:43


America's edge in artificial intelligence may rest on one decision now facing Washington: whether to keep our most advanced chips out of Beijing's hands. President Trump has moved to lift the export ban on Nvidia's H20 processors—a move some warn could supercharge China's AI ambitions and military power—arming the Chinese Communist Party for dominance in the AI age. Cliff May and Matt Pottinger pull back the curtain on the high-stakes race, the players vying for advantage, and what's really at risk if America loses its lead.

War on the Rocks
The Chip That Crossed the Line? NVIDIA, China, and the Great Power Tech Race

War on the Rocks

Play Episode Listen Later Aug 14, 2025 30:44


We're diving into a major development at the intersection of tech, trade, and national security: the U.S. government's decision to allow NVIDIA's H20 chips back into the Chinese market. Brad Carson (former defense official and member of Congress) of Americans for Responsible Innovation and Liza Tobin (former CIA and National Security Council staffer) of Garnaut Global join Ryan to explore what this reversal says about America's approach to protecting its tech edge, whether NVIDIA's justifications hold water, why normal Americans should care about this, and what it could mean for the future of AI and semiconductor strategy.  This episode also features a short clip from our new, free show, Cogs of War. You can listen to this exciting new show on defense tech and industrial issues on your podcast app of choice.

a16z
H20s to China + 15% with Chris Miller and Lennart Heim

a16z

Play Episode Listen Later Aug 14, 2025 66:44


We're sharing an episode from ChinaTalk that dives into one of the biggest recent reversals in U.S. tech policy.The U.S. banned Nvidia's H20 AI chips to China in April. Now, just months later, they're being sold—with a 15% export fee. What happened? Why the reversal? And what does it mean for the future of AI competition between the U.S. and China?Chris Miller—author of Chip War—and Lennart Heim from RAND join ChinaTalk host Jordan Schneider to unpack the policy flip-flop, why China is publicly downplaying interest in the H20, and why high-bandwidth memory and semiconductor manufacturing tools may be even more important than the Nvidia chips themselves.Resources:Listen to more from ChinaTalk: https://link.chtbl.com/chinatalkCheck out the Horizon Fellowship to work in DC on emerging tech policy issues like AI chip export controls: https://horizonpublicservice.org/applications-open-for-2026-horizon-fellowship-cohort/Outro Music: It's a Shame, The Spinners, 1970

DH Unplugged
DHUnplugged #764: CHINUS Capitalism

DH Unplugged

Play Episode Listen Later Aug 13, 2025 67:44


China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement 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 - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...

X22 Report
Adam Schiff Is A Traitor To Our Country, Domestic Civil Disturbance Force, NG On Standby – Ep. 3707

X22 Report

Play Episode Listen Later Aug 12, 2025 83:29


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture China is panicking, Trump is now shifting everything the US and soon China will not have any leverage. Inflation is holding steady and fuel pricing are coming down which is countering the inflation. Trump calls out Powell to lower the rates and he says he might sue them. Trump lets the world know that gold will not be tariffed. The [DS] is now being exposed the world, step by step more of the [DS] players are being exposed and investigated. Adam Schiff is now being investigated in regards to Russia gate. [AS] is a C_A agent and now the truth is coming our. Trump is now preparing the country for the riots. He is creating the Domestic Civil Disturbance Quick Force to be ready at a moments notice. National Guard is now on standby.   Economy https://twitter.com/grok/status/1955139797162606798   follows Trump's deal allowing H20 sales to China with 15% revenue shared to the US, which Beijing views as unwanted and not part of any agreement. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/greg_price11/status/1955265159888359474 July Core Inflation Numbers Show Tariff Impact on Consumer Prices Here's what happened in July: The Good News: Headline inflation remained at 2.7 percent despite expectations it would jump to 2.8 percent. Energy costs provided relief, with gasoline prices dropping 2.2 percent and overall energy declining 1.1 percent. For families struggling with Biden's inflation legacy, cheaper gas is real relief.   Core inflation accelerated to 0.3 percent monthly—the first time in six months it failed to undershoot economist estimates. Services inflation drove much of the increase, with medical care services up 0.6 percent and shelter costs contributing 4.8 percent annually.   Services led the core inflation increase, with several categories showing significant monthly gains: Medical care services: +0.6% monthly Personal care services: +0.5% monthly Recreation services: +0.4% monthly Shelter costs: +0.3% monthly, contributing 4.8% annually Categories exposed to tariffs showed notable price increases: Computers and electronics: Rose 1.4 percent for the third consecutive month Sporting goods: +1.4% monthly Household furnishings: +0.8% monthly Apparel: +0.4% monthly Source: redstate.com   Trump Extends China Tariff Deadline by 90 Days  The Stockholm Negotiations The extension follows three rounds of high-level trade talks since May, with the most recent negotiations taking place in Stockholm, Sweden in late July. Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with Chinese Vice Premier He Lifeng and other Chinese officials for what both sides described as "constructive" discussions. However, the talks ended without a formal agreement. Chinese negotiators suggested a consensus had been reached for an extension, but U.S. officials made clear that nothing would be final without Trump's explicit approval. "Nothing is agreed until we speak with President Trump," Bessent told reporters after the Stockholm meetings. The extension provides time to address several thorny issues beyond basic tariff levels: Fentanyl-Related Tariffs: The U.S.

Squawk on the Street
Market Reaction to CPI, Nvidia's China Challenge, Musk Threatens Apple 8/12/25

Squawk on the Street

Play Episode Listen Later Aug 12, 2025 43:17


Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight: Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."  Squawk on the Street Disclaimer

Daily Tech Headlines
xAI Is Suing Apple For Not Ranking Grok Higher In The App Store – DTH

Daily Tech Headlines

Play Episode Listen Later Aug 12, 2025


China is discouraging the use of NVIDIA's H20 chips, xAI is suing Apple, and the DoT has released new guidelines for $5 billion in EV charging station infrastructure. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If youContinue reading "xAI Is Suing Apple For Not Ranking Grok Higher In The App Store – DTH"

Dr.Liu國際新聞摘要分析
劉必榮教授一周國際新聞評論 2025.8.12

Dr.Liu國際新聞摘要分析

Play Episode Listen Later Aug 12, 2025 13:28


#關稅戰 (一)美中貿易戰打得相當激烈,5/12雙方在倫敦舉行會議後決定休兵九十天,也就是今天為到期日,六月底雙方在斯德哥爾摩第三度談判協議有機會再延長,就看川普是否簽字,眼看8/12到期日將至,川普8/11宣布再延長休兵九十天;然而,在此之前,川普要求中國再多買四倍的美國大豆… (二)上週美國宣布將對晶片半導體要徵百分之百稅率,而在美國境內設廠生產則得免稅;輝達執行長黃仁勳先前成功說服美國總統川普讓其旗下生產的H20晶片銷售至中國,然而出口執照一直沒有下文,上週黃仁勳再度親訪白宮,川普卻提出條件,表示美國政府將分潤15%… (三)美印關係急轉直下,印度被課徵50%關稅,雙方關係關鍵變化在於6/17川普與印度總理莫迪通了電話,由於正值印度與巴基斯坦衝突之際,川普提出將對雙方關係進行調解,印度則婉拒,此舉惹惱川普,自此之後,雙方關係降至冰點… #俄烏停火談判 8/15美國總統川普與俄國總統普京將在阿拉斯加舉行峰會,雙方將對俄烏戰爭停火做出建設性的對話,俄羅斯預計以先領土交換的談判才停火為前提,這使得歐洲其他國家相當戒備,表示力挺烏克蘭,並強調俄羅斯需先停火且讓烏克蘭加入談判而非僅為被告知的對象。對此,美國副總統范斯上週六前往英國與歐洲各國外長交流,歐洲的意見能否影響川普最終談判,本週五即將揭曉… #中東情勢 上週以色列內閣通過擴大對加薩的戰爭,由於加薩問題平息不了,哈瑪斯遲未釋放人質,且飢荒問題也飽受國際批評,因此以色列認為一勞永逸的方式為打下加薩並重建它,然而,此擴大戰爭的提案遭軍方反對,理由是在哈瑪斯手上的人質將被撕票,動盪不安的問題將持續擴大;總理納坦雅胡未正視軍方反對,堅持攻打加薩… #美墨關係 上週五川普要求美國國防部研究是否動用軍隊掃蕩墨西哥毒梟,導致墨西哥反彈,表示過去配合美國管制非法移民及毒品不進入美國且成效卓著,若美國派軍隊至墨西哥境內掃毒,將侵犯國家主權,墨西哥及其他拉美國家完全無法接受,並表示此為門羅主義的復甦…

Dr.Liu國際新聞摘要分析
劉必榮教授一周國際新聞評論 2025.8.12

Dr.Liu國際新聞摘要分析

Play Episode Listen Later Aug 12, 2025 13:28


#關稅戰 (一)美中貿易戰打得相當激烈,5/12雙方在倫敦舉行會議後決定休兵九十天,也就是今天為到期日,六月底雙方在斯德哥爾摩第三度談判協議有機會再延長,就看川普是否簽字,眼看8/12到期日將至,川普8/11宣布再延長休兵九十天;然而,在此之前,川普要求中國再多買四倍的美國大豆… (二)上週美國宣布將對晶片半導體要徵百分之百稅率,而在美國境內設廠生產則得免稅;輝達執行長黃仁勳先前成功說服美國總統川普讓其旗下生產的H20晶片銷售至中國,然而出口執照一直沒有下文,上週黃仁勳再度親訪白宮,川普卻提出條件,表示美國政府將分潤15%… (三)美印關係急轉直下,印度被課徵50%關稅,雙方關係關鍵變化在於6/17川普與印度總理莫迪通了電話,由於正值印度與巴基斯坦衝突之際,川普提出將對雙方關係進行調解,印度則婉拒,此舉惹惱川普,自此之後,雙方關係降至冰點… #俄烏停火談判 8/15美國總統川普與俄國總統普京將在阿拉斯加舉行峰會,雙方將對俄烏戰爭停火做出建設性的對話,俄羅斯預計以先領土交換的談判才停火為前提,這使得歐洲其他國家相當戒備,表示力挺烏克蘭,並強調俄羅斯需先停火且讓烏克蘭加入談判而非僅為被告知的對象。對此,美國副總統范斯上週六前往英國與歐洲各國外長交流,歐洲的意見能否影響川普最終談判,本週五即將揭曉… #中東情勢 上週以色列內閣通過擴大對加薩的戰爭,由於加薩問題平息不了,哈瑪斯遲未釋放人質,且飢荒問題也飽受國際批評,因此以色列認為一勞永逸的方式為打下加薩並重建它,然而,此擴大戰爭的提案遭軍方反對,理由是在哈瑪斯手上的人質將被撕票,動盪不安的問題將持續擴大;總理納坦雅胡未正視軍方反對,堅持攻打加薩… #美墨關係 上週五川普要求美國國防部研究是否動用軍隊掃蕩墨西哥毒梟,導致墨西哥反彈,表示過去配合美國管制非法移民及毒品不進入美國且成效卓著,若美國派軍隊至墨西哥境內掃毒,將侵犯國家主權,墨西哥及其他拉美國家完全無法接受,並表示此為門羅主義的復甦…

Closing Bell
Closing Bell Overtime: Curtiss-Wright CEO on Global Defense Spending & Nuclear Demand; Chips & Crackdowns: Nvidia in China 8/11/25

Closing Bell

Play Episode Listen Later Aug 11, 2025 43:37


Keith Lerner of Truist Wealth and Kevin Mann of Hennion & Walsh share their market outlook. Eunice Yoon reports on China's latest crackdown on Nvidia's H20 chips, followed by Dan Niles of Niles Investment Management on the profit impact for Nvidia and AMD.Curtiss-Wright CEO Lynn Bamford joins in her first broadcast interview in her role on global defense spending and the surge in demand for nuclear energy. Plus, Diana Olick on employers tightening return-to-office rules.

The AI Breakdown: Daily Artificial Intelligence News and Discussions

Today's AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google's Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China's probe into Nvidia's H20 chips. Ask GPT about our Agent Readiness Audits - ⁠⁠⁠https://bit.ly/supersuperagent⁠⁠⁠Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network

Marketplace Tech
Bytes: Week in Review — Tea app data breach, chip exports to China and YouTube rolls out age estimation tech

Marketplace Tech

Play Episode Listen Later Aug 1, 2025 10:03


The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

The CyberWire
SUSE flaw found hiding in plain port.

The CyberWire

Play Episode Listen Later Aug 1, 2025 24:44


A critical vulnerability in SUSE [SOO-suh] Manager allows attackers to run commands with root privilege. A joint CISA and U.S. Coast Guard threat hunt at a critical infrastructure site reveals serious cybersecurity issues. Healthcare providers across the U.S. report recent data breaches. Cybercriminals infiltrate a bank by physically planting a Raspberry Pi on a network switch. Russian state-backed hackers target Moscow diplomats to deploy ApolloShadow malware. Luxembourg investigates a major telecom outage tied to Huawei equipment. China's cyberspace regulator summons Nvidia over alleged security risks linked to its H20 AI chips. A new report examines early indicators of system compromise. Today we are joined by Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, with their analysis of Scattered Spider. Pwn2Own puts a million dollar bounty on WhatsApp zero-clicks. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire GuestOur guest today is Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, discussing the possibilities of Scattered Spider. Selected Reading Critical flaw in SUSE Manager exposes enterprise deployments to compromise (Beyond Machines) CISA identifies OT configuration flaws during cyber threat hunt at critical infrastructure organization, lists cyber hygiene (Industrial Cyber) CISA Issues ICS Advisories for Rockwell Automation Using VMware, and Güralp Seismic Monitoring Systems (Cyber Security News) Florida Internal Medicine Practices Discloses November 2024 Data Breach (HIPAA Journal) Cybercrooks use Raspberry Pi to steal ATM cash (The Register) Russian Cyberspies Target Foreign Embassies in Moscow via AitM Attacks: Microsoft (SecurityWeek) Luxembourg probes reported attack on Huawei tech that caused nationwide telecoms outage (The Record) Nvidia summoned by China's cyberspace watchdog over risks in H20 chips (CGTN) Hackers Regularly Exploit Vulnerabilities Before Public Disclosure (Infosecurity Magazine) Pwn2Own hacking contest pays $1 million for WhatsApp exploit (Bleeping Computer) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace All-in-One
Bytes: Week in Review — Tea app data breach, chip exports to China and YouTube rolls out age estimation tech

Marketplace All-in-One

Play Episode Listen Later Aug 1, 2025 10:03


The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.

The AI Breakdown: Daily Artificial Intelligence News and Discussions

The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations' AI strategies. It examines China's reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifying dispute over NVIDIA's H20 chip exports. The conversation explores whether meaningful international cooperation is possible or if an AI arms race is unavoidable. Key topics include the strategic use of open-source models, differing visions for global AI governance, and debates among national security experts on export controls.Ask GPT about our Agent Readiness Audits - https://bit.ly/supersuperagentBrought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://kpmg.com/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠agntcy.org ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network