Podcasts about hp inc

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

Werbung | Zum 80. Jubiläum: Jetzt 4 Wochen Handelsblatt kostenlos sichern. Alle Infos unter: www.handelsblatt.com/80 Die Wall Street zeigt sich nach den jüngsten Rekordständen vorsichtiger, kann sich nach den milderen Inflationsdaten von den Tiefs aber erholen. Belastet wird die Stimmung durch einen erneuten militärischen Austausch zwischen den USA und Iran über Nacht, nachdem amerikanische Streitkräfte iranische Drohnen und Raketen abgefangen hatten. Zwar bleibt die Hoffnung auf eine diplomatische Lösung bestehen, die Zuversicht auf eine schnelle und dauerhafte Einigung hat aber nachgelassen. Gleichzeitig wächst an der Wall Street die Sorge vor anhaltend hohem Inflationsdruck. Zahlreiche Vertreter der US-Notenbank warnen, dass steigende Energiepreise und die Folgen des Nahost-Konflikts die Inflation hartnäckig hochhalten könnten und weitere Zinserhöhungen nicht ausgeschlossen seien. Entsprechend stehen heute die wichtigen PCE-Inflationsdaten im Fokus. Im Tech-Sektor sehen wir erste Ermüdungserscheinungen, mit den Reaktionen auf die Ergebnisse differenziert. Snowflake überzeugt mit starken Zahlen und einer angehobenen Prognose, gestützt durch die hohe Nachfrage nach KI- und Datenanwendungen. Marvell hebt ebenfalls die langfristigen Umsatzziele an, allerdings bremsen hohe Erwartungen nach der starken Kursrally die Reaktion der Aktie aus. Salesforce übertrifft beim Gewinn die Erwartungen, kämpft aber weiter mit Zweifeln, ob der Konzern im KI-Zeitalter zu den großen Gewinnern zählen wird. Die Umsatzaussichten sind leicht enttäuschend. HP Inc. profitiert von einer robusten Nachfrage im PC-Geschäft, macht aber gleichzeitig deutlich, wie stark die Kosten für Speicherchips und KI-Infrastruktur inzwischen steigen. Nach Börsenschluss stehen heute unter anderem Dell, Costco und NetApp im Fokus. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Impressum: https://www.360wallstreet.de/impressum *Werbung

Die Wall Street zeigt sich nach den jüngsten Rekordständen vorsichtiger, kann sich nach den milderen Inflationsdaten von den Tiefs aber erholen. Belastet wird die Stimmung durch einen erneuten militärischen Austausch zwischen den USA und Iran über Nacht, nachdem amerikanische Streitkräfte iranische Drohnen und Raketen abgefangen hatten. Zwar bleibt die Hoffnung auf eine diplomatische Lösung bestehen, die Zuversicht auf eine schnelle und dauerhafte Einigung hat aber nachgelassen. Gleichzeitig wächst an der Wall Street die Sorge vor anhaltend hohem Inflationsdruck. Zahlreiche Vertreter der US-Notenbank warnen, dass steigende Energiepreise und die Folgen des Nahost-Konflikts die Inflation hartnäckig hochhalten könnten und weitere Zinserhöhungen nicht ausgeschlossen seien. Entsprechend stehen heute die wichtigen PCE-Inflationsdaten im Fokus. Im Tech-Sektor sehen wir erste Ermüdungserscheinungen, mit den Reaktionen auf die Ergebnisse differenziert. Snowflake überzeugt mit starken Zahlen und einer angehobenen Prognose, gestützt durch die hohe Nachfrage nach KI- und Datenanwendungen. Marvell hebt ebenfalls die langfristigen Umsatzziele an, allerdings bremsen hohe Erwartungen nach der starken Kursrally die Reaktion der Aktie aus. Salesforce übertrifft beim Gewinn die Erwartungen, kämpft aber weiter mit Zweifeln, ob der Konzern im KI-Zeitalter zu den großen Gewinnern zählen wird. Die Umsatzaussichten sind leicht enttäuschend. HP Inc. profitiert von einer robusten Nachfrage im PC-Geschäft, macht aber gleichzeitig deutlich, wie stark die Kosten für Speicherchips und KI-Infrastruktur inzwischen steigen. Nach Börsenschluss stehen heute unter anderem Dell, Costco und NetApp im Fokus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Marley Kayden, Sam Vadas, and Kevin Green tackle a slew of earnings following Wednesday's closing bell. They turn to software giants in Salesforce (CRM) and Snowflake (SNOW), along with hardware companies like Marvell (MRVL) and HP Inc. (HPQ).======== 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 der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Megaaktie Micron, den Emerging-Markets-Irrtum und den verrückten Space-Hype. Außerdem geht es um Micron Technology, UBS, AST SpaceMobile, Firefly Aerospace, Redwire, Planet Labs, Rocket Lab, Qualcomm, BP, Zscaler, Okta, Palo Alto Networks, CrowdStrike, Wacker Chemie, Siltronic, Salesforce, Marvell Technology, Snowflake, HP Inc, Abercrombie & Fitch, Synopsys, Agilent Technologies, Braze, PDD Holdings, BASF, Thyssenkrupp, Siemens Energy, IBM, Xerox, Warner Bros. Discovery, Costco, Walmart, PepsiCo, Kraft Heinz, Ferrari, Apple, Nissan, Morgan Stanley, Hermès, Tesla, VanEck Space Innovators ETF (WKN: A3DP9J), Roundhill Memory ETF (DRAM) (WKN: A42A7G), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Die Wall Street setzt ihre Rekordrally fort. Der S&P 500 steuert auf den neunten Wochengewinn in Folge zu, während die KI-Euphorie vor allem Halbleiterwerte weiter vorantreibt. Micron zieht weiter an, mit einem Börsenwert von jetzt fast 1,2 Billion US-Dollar. Der Wert des Unternehmens hat sich in nur 48 Tagen von 500 Milliarden US-Dollar auf über 1 Billion US-Dollar verdoppelt. NVIDIA brauchte für diese Spanne 490 Tage. Micron schreibt an der Wall Street somit Geschichte. Die Rallye in dem Sektor hat über Nacht auch die Boote von SK Hynix und Samsung Electronics weiter angehoben. Gleichzeitig sinken die Renditen der US-Staatsanleihen und die Ölpreise geben nach, da Anleger weiter auf eine Entspannung im Nahen Osten setzen. Rückenwind kommt zudem von Goldman Sachs: Die Investmentbank hebt das Jahresendziel für den S&P 500 von 7.600 auf 8.000 Punkte an und zählt damit zu den optimistischsten Häusern an der Wall Street. Als Haupttreiber gelten steigende Unternehmensgewinne und massive Investitionen in KI-Infrastruktur. Im Fokus stehen heute Quartalszahlen von Abercrombie & Fitch und Dick's Sporting Goods vor Börsenstart sowie Salesforce, Marvell, HP Inc. und Snowflake nach dem Closing. Belastet wird der Software-Sektor hingegen von den Zahlen von Zscaler. Zwar lagen Umsatz und Gewinn über den Erwartungen, die gesenkte Cashflow-Prognose und steigende Kosten für KI-Infrastruktur sorgen aber für deutlichen Druck auf die Aktie. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street setzt ihre Rekordrally fort. Der S&P 500 steuert auf den neunten Wochengewinn in Folge zu, während die KI-Euphorie vor allem Halbleiterwerte weiter vorantreibt. Micron zieht weiter an, mit einem Börsenwert von jetzt fast 1,2 Billion US-Dollar. Der Wert des Unternehmens hat sich in nur 48 Tagen von 500 Milliarden US-Dollar auf über 1 Billion US-Dollar verdoppelt. NVIDIA brauchte für diese Spanne 490 Tage. Micron schreibt an der Wall Street somit Geschichte. Die Rallye in dem Sektor hat über Nacht auch die Boote von SK Hynix und Samsung Electronics weiter angehoben. Gleichzeitig sinken die Renditen der US-Staatsanleihen und die Ölpreise geben nach, da Anleger weiter auf eine Entspannung im Nahen Osten setzen. Rückenwind kommt zudem von Goldman Sachs: Die Investmentbank hebt das Jahresendziel für den S&P 500 von 7.600 auf 8.000 Punkte an und zählt damit zu den optimistischsten Häusern an der Wall Street. Als Haupttreiber gelten steigende Unternehmensgewinne und massive Investitionen in KI-Infrastruktur. Im Fokus stehen heute Quartalszahlen von Abercrombie & Fitch und Dick's Sporting Goods vor Börsenstart sowie Salesforce, Marvell, HP Inc. und Snowflake nach dem Closing. Belastet wird der Software-Sektor hingegen von den Zahlen von Zscaler. Zwar lagen Umsatz und Gewinn über den Erwartungen, die gesenkte Cashflow-Prognose und steigende Kosten für KI-Infrastruktur sorgen aber für deutlichen Druck auf die Aktie. Ein Podcast - featured by Handelsblatt. ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

HP Inc. (HPQ) shares saw explosive upside action after experiencing a significant downtrend over the last year. Charles Schwab's own Kevin Horner weighs the stock's short-term rally against long-term weakness to explain how institutional investors are re-energizing shares. ======== 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

Die Wall Street startet nach dem verlängerten Memorial-Day-Wochenende freundlich in die Handelswoche. Auslöser der guten Stimmung sind Hoffnungen auf eine mögliche Einigung zwischen den USA und Iran, die zu einer Entspannung im Nahen Osten und einer Wiederöffnung der Straße von Hormus führen könnte. Entsprechend geben die Ölpreise deutlich nach, was den Inflationsdruck lindert und die Rally an den Aktienmärkten unterstützt. Der S&P 500 hat inzwischen acht Gewinnwochen in Folge verzeichnet und erneut ein Rekordhoch erreicht. Besonders gefragt bleiben Technologiewerte und KI-Aktien. Positive Impulse kommen unter anderem aus dem Hardware-Sektor nach starken Zahlen von Lenovo sowie anhaltendem Optimismus rund um Nvidia, Anthropic und SpaceX. Die Aktien von AutoZone tendieren trotz der soliden Zahlen schwächer. Uber startet kaum verändert in den Tag, obwohl man versucht, Delivery Hero für 11,6 Mrd. US-Dollar zu übernehmen. Das Gerücht hatte bei der Aktie letzte Woche für Verkausdruck gesorgt. Gleichzeitig bleibt die Erwartung bestehen, dass die US-Notenbank trotz robuster Wirtschaftsdaten vorerst an ihrem Kurs festhält. Im Fokus stehen in dieser Woche vor allem die PCE-Inflationsdaten am Donnerstag sowie zahlreiche Quartalszahlen aus dem Technologie- und Einzelhandelssektor, darunter Dell Technologies, HP Inc., Salesforce, Snowflake und Costco. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Hutchins v. HP Inc.

Has watching your favorite sports become a nightmare? It used to be easy to watch a football game as you generally had maybe two different networks it would be on and it was easy to find. Well, now the promise of streaming, reducing costs and making it easier for people to watch the shows and sports they want when they want has really missed the mark. The list can go on and on of where to watch the football game or sports you want to watch. Maybe the game will be on ESPN, Paramount+, TNT, NBC's Peacock, CBS or maybe you'll have to go to Amazon prime or the YouTube channel. It can be very frustrating trying to find the game you want and then you find out you don't have the right subscription, and you have to pay extra to sign up for it. Well, maybe the justice department is coming to your rescue. Last week it was reported that the justice department is investigating whether the NFL is engaging in anti-competitive tactics that harm consumers. The investigation involves whether having many outlets for sports viewing is costing consumers far more and the NFL is taking advantage of its behemoth size and demand. There is no doubt that sports are getting out of control and just recently the NBA signed a record payday for their media rights. This has opened the door for many other sports, including the NFL, which apparently because of the change in ownership of CBS they may have to negotiate a new contract with the NFL. No doubt in my mind it will be a far higher contract than before. I'm not sure when the last straw will break the camel's back, but it seems to be getting close as advertisers are starting to back away from the large amount that networks are asking for advertising during the games. It is possible that sports could eventually go to a cost per game because even subscription rates are getting so high that people are not keeping them long-term.   To increase your stock price, just mention AI I'm of course being facetious, but in many cases, it appears that way. This past week, Allbirds, which was a popular shoe company just a few years ago, announced it was pivoting from shoes to artificial intelligence and the stock at one point spiked by more than 700%. A large reason for the craziness is the market cap of the company was tiny at just about $21 million as of Tuesday's close. When companies are this small there is more room for manipulation and wild swings as fewer capital inflows are needed to drive the stock higher. What is even crazier about this stock is that just a few years ago it was a hot company valued above $4 billion and that was because of excitement around its shoes. The company introduced its debut shoe in 2016 and went public in 2021. As I said they are now making the switch to AI as they closed all their U.S. full-priced stores in February and will be focusing on AI compute infrastructure. Allbirds will be called NewBird AI and in a recent statement they said, “The Company will initially seek to acquire high-performance, low-latency AI compute hardware and provide access under long-term lease arrangements, meeting customer demand that spot markets and hyperscalers are unable to reliably service.” This is just crazy to me, and you must ask what qualifications this company has to make such a drastic shift. I know I will not be investing in this stock!   It looks like Meta will become the digital ad king Meta has been very patient growing its ad sales by establishing substantial user habits with their products like Reels, the microblogging site Threads, and even WhatsApp. All have been very slow to introduce advertisements to their users, but that patience has paid off as worldwide ad growth for Meta increased around 22.1% in 2025 and it's estimated it will increase another 24.1% in 2026. Because of how large Meta is, it was expected that growth would slow, but that has not happened. Their growth is far higher than Google's growth, which is projected to be around 11.9%, about the same as last year. The ad revenue numbers are staggering with Meta expected to reach $243.46 billion, about $4 billion more than Google's $239.54 billion. That growth has not been cheap for Meta as the company uses AI to enhance performance and capital spending is now estimated to be around $135 billion this year. I was also surprised to learn that Google's share of the US search ad market is expected to only be 48.5%. This would be the first time it's fallen below 50% in over a decade. There is so much competition out there from AI companies, like OpenAI, and other social media companies, like TikTok, that the ad market is continually changing. When companies compete, consumers generally win, but I'm not sure about investors as the cost of spending on technology has become a very heavy weight for many of these big tech companies.    Financial Planning: Beware of Income Taxes when Gifting When parents give assets to their children, the income tax impact depends on what's being gifted. Cash is usually the easiest and most tax-friendly option because there's no built-in gain. There is no direct income tax to the giver or receiver, but if parents gift things like appreciated stock or real estate, the child receives the original cost basis as well. This means they will owe capital gains tax on all the appreciation when they sell it. In contrast, if the child inherits those same assets after the parents pass away, the basis typically steps up to current market value, wiping out that taxable gain. Because of this, it's often smarter to gift cash or assets with little appreciation and hold onto highly appreciated assets to pass on at death.   Companies Discussed: Levi Strauss & Co. (LEVI), American Airlines Group Inc. (AAL), HP Inc. (HPQ) & Caterpillar Inc. (CAT)

Steven Orr, CEO of Quasar Markets, sees a bullish market ahead by emphasizing infrastructure investments over speculation. He expects oil prices to fall to $75–$80 as U.S. and Gulf production eases supply concerns. Steven believes the AI sector is just beginning and points to Nvidia (NVDA) as a key growth driver. He notes Dell Technologies (DELL) and HP Inc. (HPE) should benefit from a workstation upgrade cycle, with HP offering strong upside for investors seeking undervalued tech. The conversation also addresses Bitcoin miners like Hut 8 Corp. (HUT), who are shifting toward quantum computing and AI data centers, marking the industry's move from cryptocurrency to core tech infrastructure.======== 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

$190 has been a key level to watch for Nvidia (NVDA) says Kevin Green. He provides a deep-dive preview on the highly-anticipated earnings event from the leading AI semiconductor name. KG adds thoughts on Pres. Trump's State of the Union address, Workday's (WDAY) slide after earnings and HP Inc. (HPQ) falling after disappointing guidance. For Wednesday's S&P 500 (SPX) levels to watch, KG is looking at $6945 to the upside with $6840 to the downside. He adds a break above the 100-day moving average as a key indicator to take out. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Circle (CRCL) shares soar after a "huge" beat, says Diane King Hall. She joins the Opening Bell set at the NYSE to discuss the stablecoin company's strong growth. Elsewhere among the earnings movers, Cava (CAVA) rises after showing improving same-restaurant sales growth in its 4Q report. Later, Diane looks at HP Inc. (HPQ) as investors react to lower-than-expected forward guidance. ======== 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

Die meisten Ergebnisse fielen seit dem Closing eher schlecht aus, vor allem was die Aussichten betrifft. Belastet durch die Memory Preise, muss HP Inc. die Zielen senken. Workday verfehlt bei den Aussichten ebenfalls, wie auch die Baumarkt-Kette Lowe's. Im Fokus stehen heute Abend die Quartalszahlen von Salesforce und NVIDIA. Die Tendenz der nächsten Tage wird maßgeblich davon abhängen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Lea Oetjen über den Absturz von PayPal, den neuen Makel des MSCI World und Konkurrenz-Druck für Zalando. Außerdem geht es um Berkshire Hathaway, Amazon, Daimler Truck, AMD, Nvidia, HP Inc., Novo Nordisk, Palantir, Thomson Reuters, Verisk, Shopify, Microsoft, PepsiCo, Merck & Company, Pfizer, Critical Metals Corp, USA Rare Earth MP Materials, United States Antimony, NioCorp Developments, General Motors, Stellantis, Boeing, Corning, GE Vernova, Alphabet, VanEck Vectors Rare Earth/Strategic Metals ETF (WKN: A3CRL9), PLS Group, Albemarle, Lithium Americas, Wisdom Tree Strategic Metals and Rare Earth Miners ETF (WKN: A3EKKT), Sigma Lithium, Lynas Rare Earth, iShares Core MSCI World (WKN: A0RPWH), Xtrackers SLI ETF (WKN: DBX1AA), Novartis, Roche, Xtrackers MSCI Singapore (WKN: DBX0KG), DBS Group, Oversea-Chinese Banking, Sea, Amundi MSCI Nordic ETF (WKN: A2H569), Novo Nordisk und Spotify. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with news out of Disney: naming its Parks boss, Josh D'Amaro, as its new CEO. Disney Chairman James Gorman joined the team to discuss the news - and what comes next for the media giant. Plus: David brought his own reporting around news Elon Musk's rocket company SpaceX is acquiring his AI company xAI, in what would be the largest M&A deal in history. Around the bells - the anchors discussed how to trade another busy morning of earnings, spanning Palantir's earnings beat, Pepsico price cuts, and even C-suite changes at Paypal and HP Inc.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Elevating DC Youth, student hosts from the Deanwood Radio Broadcast Youth Journalism Program sit down with Brittany Masalosalo, Chief Public Policy Officer at HP Inc., to discuss leadership, learning, and finding your voice across public service, technology, and global policy.Brittany reflects on her career journey through the U.S. Army, the Pentagon, the White House, and the private sector, sharing why curiosity, preparation, and the ability to think critically matter more than having all the answers. She also speaks candidly about authenticity in the workplace and how young people can build confidence by learning how to communicate, adapt, and grow.

HP Inc. (HPQ) faces a challenging week, with its stock plummeting to five-year lows. Brett Crowther analyzes the technical indicators, noting the stock's steady decline, recent breach of support levels, and a bear flag price pattern that could potentially see it drop to $19. Despite some bullish energy from the RSI, price action has not followed, and the stock struggles to find positive momentum. ======== 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

After Alphabet (GOOGL) tapped a brand new all-time high and climbed to $4 trillion in market cap, analysts continued to increase price targets for the Mag 7 giant. As Diane King Hall mentions, Alphabet also collected yet another partnership with Wayfair (W). More positive tech headlines hit AMD Inc. (AMD) and Intel (INTC) when Keybanc upgraded both chipmakers. Diane turns to a laggard in HP Inc. (HPQ) after Goldman Sachs downgraded 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

Active Management's Edge in Fixed IncomePassive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge.Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP Inc. (HPQ), “Active Management's Edge in Fixed Income”, Cheniere Energy, Inc. (LNG), Biggest Market Developments in 2025, Hesai Group (HSAI), Cash Position, Consumer Staples Stocks.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this episode of Partnerships Unraveled, we're joined by Meg Brennan, Global Head of Partner Strategy, Programs, and Experience at HP Inc. With over three decades of channel experience from taking partner calls in the '90s to leading global strategy at one of the world's most recognized tech brands. Meg shares a compelling story of career evolution, leadership, and ecosystem transformation.We unpack how the partner landscape has shifted from linear resale models to complex, multi-partner ecosystems, and how those changes are reshaping channel roles. Meg also offers practical frameworks for mapping career growth in the channel, including a deceptively simple tool she's used to coach and promote talent within and beyond her own teams. Whether you're navigating your next career step, rethinking your partner strategy, or mentoring future channel leaders, this episode is packed with actionable insights.Tune in to hear Meg's vision for the future of channel roles in an AI-powered world, actionable advice on building meaningful networks, and why mentorship may be the most important investment you can make for your team and your legacy.During the episode, Meg shared the one-page career mapping tool she uses to help people identify their strengths, map next-step roles, and build an actionable development plan. She generously provided a version we can share publicly with our listeners.

"Little bit of the Santa Claus cheer here," Diane King Hall says as the Opening Bell ringer brought the ho-ho-holiday spirit to the NYSE floor. She kicks off an earnings deep dive with Nicole Petallides into three movers this morning: Dell (DELL), HP Inc. (HPQ), and Deere (DE). For Dell, she points to the AI server boom impacting its business. Meanwhile, HP Inc. shares were looking for direction as the company cuts 6k jobs and looks to add more AI efficiency in its labor force. Deere shares are diving as outlook disappoints and the agriculture machinery business addresses tariff costs continuing into 2026.======== 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

Tom White and Diane King Hall serve up a full plate of tech stock takeaways, starting with the story of the week: Alphabet (GOOGL) vs Nvidia (NVDA). Tom calls the pullback in Nvidia a "headscratcher" as the company releases comments saying their chips are a "generation ahead" of Google's TPUs. Meanwhile, Tom hops over to HP Inc. (HPQ) as the A.I. infrastructure company eked out an earnings beat in its 4Q report. He notes the company underlining elevated memory prices impacting margins and the 6K job cuts announced alongside an A.I. productivity push. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Dell Technologies (DELL) got a double downgrade from Morgan Stanley due to a surge in memory prices that the firm believes will hit margins. Morgan Stanley also downgraded HP Enterprise (HPE) and HP Inc. (HPQ). Marley Kayden offers more insight into the analyst downgrades and how the narrative correlates with the stock rallies in names like Micron (MU) and Western Digital (WDC). @ProsperTradingAcademy's Charles Moon offers an example options trade for Dell. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Shares of Alphabet soar after a judge rules it won't have to divest its Chrome browser. A look at the impact of the ruling for other AI startups as well as Apple, which Google pays to be the default search engine on the iPhone. Then Macy's shares tracking for the best day since 2021. A breakdown of results and the company's turnaround efforts. Plus the CEO of HP Inc. is live from Citi's annual TMT conference. How tariffs and AI demand are impacting business.

US President Trump is considering quickly announcing a nominee to replace Fed Governor Cook with Stephen Miran and former World Bank President Malpass potential candidates, according to WSJ citing sources.The Trump administration is reviewing options for exerting more influence over the Federal Reserve's 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington, according to Bloomberg citing sources.US President Trump said he is talking about economic sanctions on Russia if there is no ceasefire; US President Trump thinks oil prices will break below USD 60/bbl soon.APAC stocks were mostly in the green but with trade rangebound; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.1% on Tuesday.Looking ahead, highlights include German GfK Consumer Sentiment, Comments from Fed's Barkin, Supply from UK & US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses opened mostly firmer but now display a mixed picture; NVDA +0.5% into earnings.DXY rises following prior day's losses and risk aversion; Aussie fails to benefit from earlier upside post-CPI.USTs steady, Bunds/Gilts are bid albeit with little newsflow, but as the risk tone dipped a touch.Industrials trade softer on risk aversion, gold holds its ground despite Dollar strength.Looking ahead, Comments from Fed's Barkin, Supply from the US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On this edition of Explain IT, we're celebrating HPE's ten-year anniversary, and reflecting on the standout moments from HPE Discover. We explore how HPE's evolution, from its separation from HP Inc. to bold acquisitions and innovation milestones, is shaping the future of enterprise IT. From cloud modernisation and infrastructure disruption, to a shifting virtualisation landscape, we unpack the key themes and what they mean for customers and the wider market. Join Softcat's Helen Gidney, Head of Architecture, Richard Wyn Griffith, Chief Commercial Officer, and Tommy Mac, US GTM Lead, alongside Matt Harris, SVP and MD for UKIMEA at HPE. Together, they dive into the pace of AI adoption, the challenges of scaling it and how organisations are navigating hybrid cloud, ageing infrastructure, and major market moves. Softcat's Explain IT podcast is the place where we discuss, debate and demystify tech in simple, jargon-free language.For more information visit softcat.com.This podcast is produced by The Podcast Coach. Hosted on Acast. See acast.com/privacy for more information.

Nvidia's (NVDA) earnings were expected to be the topic of the morning, until the U.S. Court of International Trade ruled to block some of President Trump's global tariffs. HP Inc. (HPQ) plunged after reporting earnings that didn't satisfy investors. Diane King Hall has all of the hot topics on today's Morning Minute.======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Burlington (BURL) erased premarket gains after beating earnings despite posting flat comp sales. HP Inc. (HPQ) blamed tariffs for higher costs in its worse-than-expected earnings report. C3 AI saw the opposite, rallying big after posting strong earnings and highlighting key partnerships. Diane King Hall dives into what's driving some of the morning's biggest movers. ======== 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

Selling action in tech continues with Dell Technologies (DELL) and HP Inc. (HPQ). Both companies reported earnings Thursday evening after Nvidia's (NVDA) tumble throughout the day. Jenny Horne notes there's signs of strength in both Dell and HP, though each will need to act fast in their recovery efforts.======== 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

Tech earnings are seeing some weakness heading into the weekend. HP Inc. (HPQ) says users are switching to A.I. PCs at a "steady, fast rate" but in-line earnings has shares choppy after its report. Kevin Green turns his focus to the tech group and how it impacts the overall market. In other earnings news, gross margins are the "problem" for NetApp (NTAP) says Kevin as the stock tumbles on a revenue miss & weaker guidance.======== 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

HP Inc. (HPQ) is little changed after hours with an earnings report that didn't boast excitement. George Tsilis says not to write off the stock, though. He thinks the company's PC business can tick sales higher with people seeking new models.======== 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

Die Aktien von NVIDIA tendieren nach den Quartalszahlen leicht freundlich, mit den Kursen von Salesforce unter Druck. Insgesamt fällt das Ertragsbild erneut uneinheitlich aus. Wir sehen bei Ebay, Sweetgreen, Teladoc und Pulte Storage in Folge der Zahlen Verkaufsdruck. Ambaralla, Snowflake, Nutanix, Vistra und Norwegian Cruise profitieren hingegen von den Zahlen. Bei den Aktien von Walgreens geht es wegen eines Berichts der Financial Times bergauf. Wie vor einigen Wochen spekuliert, plant der Investor Sycamore Partners das Unternehmen zu übernehmen und von der Börse zu nehmen. Es wird ebenfalls gemeldet, dass Brillen-Kette Warby Parker von dem Kaufhausriesen Target übernommen wird. Nach dem Closing wird es mit den Zahlen von Dell und HP Inc. weiterhin spannend. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Die Aktien von NVIDIA tendieren nach den Quartalszahlen leicht freundlich, mit den Kursen von Salesforce unter Druck. Insgesamt fällt das Ertragsbild erneut uneinheitlich aus. Wir sehen bei Ebay, Sweetgreen, Teladoc und Pulte Storage in Folge der Zahlen Verkaufsdruck. Ambaralla, Snowflake, Nutanix, Vistra und Norwegian Cruise profitieren hingegen von den Zahlen. Bei den Aktien von Walgreens geht es wegen eines Berichts der Financial Times bergauf. Wie vor einigen Wochen spekuliert, plant der Investor Sycamore Partners das Unternehmen zu übernehmen und von der Börse zu nehmen. Es wird ebenfalls gemeldet, dass Brillen-Kette Warby Parker von dem Kaufhausriesen Target übernommen wird. Nach dem Closing wird es mit den Zahlen von Dell und HP Inc. weiterhin spannend. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Przyszedł ten dzień, w którym wychodzę ze swojej nadgryzionej jaskini, aby porozmawiać o AI w świecie komputerów PC. Zwłaszcza w kontekście zmian na rynku technologii i bezpieczeństwa. #BoCzemuNie ? POBIERZ ODCINEK Partner odcinka: > HP Inc. Linki: Bądźmy w kontakcie: Twitter | Facebook | Instagram | kontakt@boczemunie.pl > Prowadzący: Krzysztof Kołacz Mam prośbę: Oceń ten […] Artykuł #371 – Czasy AI, z perspektywy HP Inc. pochodzi z serwisu Podcast „Bo czemu nie?”.

CIO's face what Jeff McCullough, VP of Sales at NetAlly, describes as the CIO Agenda, a term or a challenge originally described by Gartner. “I use the term or have somewhat borrowed the term to talk about what I think are the top challenges that CIOs face, as well as their top priorities. it's really about balance. How do customers balance the priorities that they have, what are the things that they're most focused on achieving, the business goals that they have while handling the challenges, the things headwinds, the things that slow down their progress, that are obstacles for them to overcome in achieving their business objectives? The CIO agenda is balancing the priorities and the challenges and ultimately helping customers, especially executive level customers, with the solutions they need to address both.” Jeff is a 25-year veteran in IT channel sales whose resume includes leadership roles at SolarWinds, NetApp, and HP Inc. Jeff also serves as a founding advisory board member of the Sales Community, the leading social network for global tech sales professionals. In this podcast, we learn about the challenges CIOs face and how NetAlly is moving to help enterprise customers tackle those challenges and win. Driving product diversification to enter new IT verticals and increase partner revenue. Jeff plans to fuel customer growth opportunities for managed service providers by demonstrating the value of on-site network and edge security assessments. NetAlly offers products that validate and troubleshoot vitally important wired and wireless networks. Visit www.NetAlly.com

Siew Ting Foo is a transformational growth leader who builds businesses and brands with soul. Building Brands with Soul is also the title of her new book. During her 25-year career, she's worked with brands including Unilever, Mars Inc, Diageo, and HP. We discussed all of this and more this week on the On Brand podcast. About Siew Ting Foo Siew Ting  Foo is a transformational growth leader who builds businesses and brands with soul. She has focused most of her 25-year career on this mission by infusing human-centric growth strategies into brands including Unilever, Mars Inc. Diageo, Fonterra, and, most recently, HP Inc. As a female leader who has worked in global business and marketing roles, Siew Ting shares her experiences in her new book: Building Brand with Soul — from creating value for shareholders, humanizing growth strategies for global brands or leading groundbreaking initiatives that set industry benchmarks. Siew Ting has received recognition as a transformational business leader across the region who helped build businesses and brands with soul.  She was named consecutively 6 times as Asia's most purposeful and influential CMO and named Asia/China top women leader. The book is her continuous commitment to inspire and nurture the next generation of marketing leaders. From the Show What brand has made Siew Ting smile recently? Siew Ting shared two — e.l.f. Cosmetics and Jaguar! Connect with Siew Ting Foo on LinkedIn and her website. As We Wrap … Listen and subscribe at  Apple Podcasts, Spotify, Amazon/Audible, Google Play, Stitcher, TuneIn, iHeart, YouTube, and RSS. Rate and review the show—If you like what you're hearing, be sure to head over to Apple Podcasts and click the 5-star button to rate the show. And, if you have a few extra seconds, write a couple of sentences and submit a review to help others find the show. Did you hear something you liked on this episode or another? Do you have a question you'd like our guests to answer? Let me know on Twitter using the hashtag #OnBrandPodcast and you may just hear your thoughts here on the show. On Brand is a part of the Marketing Podcast Network. Until next week, I'll see you on the Internet! Learn more about your ad choices. Visit megaphone.fm/adchoices

An entire batch of corporate reports from retailers to computer-makers, just in time for the key holiday season's critical moment. Each one warning that consumers in the US just aren't there, being held back. Why? The government also reported today with the answer to that question, the one factor that ties it all together. Eurodollar University's Money & Macro AnalysisBloomberg Inflation-Battered Consumers Are Going to Extreme Lengths to Nab Holiday Dealshttps://www.bloomberg.com/news/articles/2024-11-27/black-friday-deals-in-us-have-been-transformed-by-inflationBloomberg Kohl's Troubles Deepen as Retailers Call Out Weak Spendinghttps://www.bloomberg.com/news/articles/2024-11-26/kohl-s-cuts-sales-outlook-on-weaker-spending-on-clothes-shoesCNBC Retailers saw a dismal fall quarter. https://www.nbcnews.com/business/business-news/consumers-retailers-post-election-economic-outlook-rcna181794CNBC HP forecasts first-quarter profit below estimates on sluggish demand in PC markethttps://www.cnbc.com/2024/11/26/hp-earnings-report-q4-2024.htmlBloomberg Dell and HP Inc. Fall After Reporting Disappointing PC Saleshttps://www.bloomberg.com/news/articles/2024-11-26/dell-reports-sales-that-miss-estimates-on-setback-for-pc-markethttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

HP Inc. (HPQ) traded down after hours following a double miss in earnings. George Tsilis and Oliver Renick discuss how the move down disrupts an upside trend and what it means for the PC industry ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Following earnings reports, 3 tech stocks are down to begin Wednesday's trading: Crowdstrike (CRWD), Dell (DELL) and HP Inc. (HPQ). Alex Coffey runs through the companies' latest reports to begin the day. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

A day after setting all-time highs, the S&P 500 and Dow Jones fall before the holiday break. Caroline Woods examines Wednesday's biggest movers: Dell (DELL), HP Inc. (HPQ) and Urban Outfitters (URBN). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En el episodio de hoy de VG Daily, Andre Dos Santos y Miguel Munoz analizan los recientes reportes financieros de tres gigantes tecnológicos: Crowdstrike, Dell Technologies y HP Inc., así como los últimos datos económicos de Estados Unidos. Los presentadores inician con Crowdstrike, destacando su impresionante crecimiento de ingresos del 29% interanual y su logro de superar los $4 mil millones en Ingresos Anuales Recurrentes, a pesar de una ligera caída en sus acciones. La conversación luego se desplaza hacia Dell Technologies, explorando su aumento del 10% en ingresos trimestrales y el sorprendente crecimiento del 34% en su segmento de Infraestructura, contrastando con la caída del 12% en sus acciones. Andre y Miguel también examinan el modesto aumento del 1.7% en ingresos de HP Inc. y la subsecuente caída del 8% en sus acciones, discutiendo las proyecciones de ganancias por debajo de las expectativas. El episodio concluye con un análisis de los datos más recientes del PIB de Estados Unidos, que muestran un crecimiento anualizado del 2.8% en el tercer trimestre de 2024, ofreciendo perspectivas sobre cómo estos resultados financieros y datos económicos podrían impactar el futuro de la industria tecnológica y la economía en general.

Tensions in the Middle East led to a volatile day in the markets. All indices closed down, with the NDX and RUT each losing close to 1.5%. The energy sector in the SPX rallied off the uncertainty, as did Crude Oil. Postmarket trading for Nike (NKE) was mixed after releasing earnings, and HP Inc. (HPQ) slipped off a downgrade from Citi. Caroline Woods breaks down the day's top headlines. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Tuesday's trading day began mixed in the markets. On one hand, Boeing (BA) is considering a stock sale as its machinist strike continues, while HP Inc. (HPQ) slipped due to a downgrade from Citi. Meanwhile, Chinese E.V. stocks like NIO Inc. (NIO) continue to rally. Kevin Green and Caroline Woods break down the top headlines this morning. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

ชมวิดีโอ EP นี้ใน YouTube เพื่อประสบการณ์การรับชมที่ดีที่สุด หากต้องการทราบว่าเทคโนโลยีกำลังจะมุ่งไปทางไหน การที่ได้ยินจากปากผู้นำบริษัทเทคโนโลยียักษ์ใหญ่ของโลกคงจะเป็นภาพสะท้อนที่ชัดเจนที่สุด และจากการพูดคุยกับ Enrique Lores เขาบอกกับรายการ The Secret Sauce ว่า AI จะทำให้อุปกรณ์ทุกชิ้นบนโลกปฏิบัติการได้อย่าง ‘อัจฉริยะ' จากเด็กฝึกงานสู่ซีอีโอของ HP Inc. หนึ่งในบริษัทเทคโนโลยีทรงอิทธิพลที่มีส่วนกำหนดทิศทางการพัฒนาคอมพิวเตอร์ในอนาคต อะไรคือบทเรียนตลอดชีวิตการทำงานของชายผู้นี้ และในวันที่โครงสร้างบริษัทของ HP ใหญ่โตมากเหลือเกิน Enrique Lores ทำให้ HP มีวัฒนธรรมในการสร้างนวัตกรรมได้อย่างไร?

หากต้องการทราบว่าเทคโนโลยีกำลังจะมุ่งไปทางไหน การที่ได้ยินจากปากผู้นำบริษัทเทคโนโลยียักษ์ใหญ่ของโลกคงจะเป็นภาพสะท้อนที่ชัดเจนที่สุด และจากการพูดคุยกับ Enrique Lores เขาบอกกับรายการ The Secret Sauce ว่า AI จะทำให้อุปกรณ์ทุกชิ้นบนโลกปฏิบัติการได้อย่าง ‘อัจฉริยะ' จากเด็กฝึกงานสู่ซีอีโอของ HP Inc. หนึ่งในบริษัทเทคโนโลยีทรงอิทธิพลที่มีส่วนกำหนดทิศทางการพัฒนาคอมพิวเตอร์ในอนาคต อะไรคือบทเรียนตลอดชีวิตการทำงานของชายผู้นี้ และในวันที่โครงสร้างบริษัทของ HP ใหญ่โตมากเหลือเกิน Enrique Lores ทำให้ HP มีวัฒนธรรมในการสร้างนวัตกรรมได้อย่างไร?

In this episode, host Saradha Sriram interviews Guayente Sanmartin, the Division President for Commercial Systems and Displaced Solutions Business at HP Inc. They delve into Guayente's journey through various global leadership roles at HP, discussing how the book 'The Practice of Adaptive Leadership' has influenced her approach to leadership. Key concepts from the book such as distinguishing between technical and adaptive problems, and the 'balcony and dance floor' analogy are explored. Guayente also shares personal experiences and offers advice for young women in STEM and business, emphasizing the importance of resilience, self-awareness, and communication. The discussion provides insights into the future of adaptive leadership, especially in the context of AI and remote work. 00:00 Introduction to Adaptive Leadership 01:00 Meet Guayente Sanmartin 02:05 Guayente's Journey and Inspiration 03:44 Concepts from The Practice of Adaptive Leadership 06:39 Challenges in Implementing Adaptive Leadership 09:02 Balancing Stability and Change 11:49 Empowering Women in Leadership 15:04 Future of Adaptive Leadership 17:39 Conclusion and Key Takeaways