Podcasts about intel corp

American semiconductor chip manufacturer

  • 112PODCASTS
  • 408EPISODES
  • 17mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Mar 4, 2025LATEST
intel corp

POPULARITY

20172018201920202021202220232024


Best podcasts about intel corp

Latest podcast episodes about intel corp

Morgans Financial Limited
Morgans AM - Tuesday, 4 March 2025

Morgans Financial Limited

Play Episode Listen Later Mar 4, 2025 6:33


US equity markets fell sharply, unwinding opening gains as President Trump said that tariffs against Mexico and Canada will go ahead as planned tonight AEST (and also signed an action to impose an additional 10% duty on China, according to an administration official), while investors also digested signs of a fresh spike in inflation pressures - Dow dropped -650-points or -1.48%. Nvidia Corp fell 8.81% to US$114.22 to be the worst performer in the 30-stock index overnight, with the stock falling into official correction territory after settling more than >20% below its record all-time closing high of US$149.43 set on 6 January. There were reports that Nvidia and Broadcom Inc (-6.05%) are testing Intel Corp's (-4.17%) chip manufacturing process. Separately, The Wall Street Journal reported on Sunday (2 March) that Chinese buyers were finding ways to buy Nvidia's chips despite President Trump's attempts to limit sales to Beijing. Elsewhere, Amazon.com Inc (down -3.42%), Caterpillar Inc (-3.46%) and Chevron Corp (-3.49%) all fell over >3%.

Morgans AM
Tuesday, 4 March 2025: US Markets Fell Sharply After Tariff Announcement

Morgans AM

Play Episode Listen Later Mar 3, 2025 6:34


US equity markets fell sharply, unwinding opening gains as President Trump said that tariffs against Mexico and Canada will go ahead as planned tonight AEST (and also signed an action to impose an additional 10% duty on China, according to an administration official), while investors also digested signs of a fresh spike in inflation pressures - Dow dropped -650-points or -1.48%. Nvidia Corp fell 8.81% to US$114.22 to be the worst performer in the 30-stock index overnight, with the stock falling into official correction territory after settling more than >20% below its record all-time closing high of US$149.43 set on 6 January. There were reports that Nvidia and Broadcom Inc (-6.05%) are testing Intel Corp's (-4.17%) chip manufacturing process. Separately, The Wall Street Journal reported on Sunday (2 March) that Chinese buyers were finding ways to buy Nvidia's chips despite President Trump's attempts to limit sales to Beijing. Elsewhere, Amazon.com Inc (down -3.42%), Caterpillar Inc (-3.46%) and Chevron Corp (-3.49%) all fell over >3%.

Trader Merlin
The End of Intel? – Breaking Down Market Shocks & Trading Opportunities! - 2/18/25

Trader Merlin

Play Episode Listen Later Feb 18, 2025 56:29


Live at 2pm PT, we're diving into the rumor shaking the tech world—is Intel Corp about to be broken up and sold off? We'll explore what this means for the semiconductor industry, tech stocks, and your portfolio. But that's not all!

TD Ameritrade Network
Options Corner: NVDA, INTC, X

TD Ameritrade Network

Play Episode Listen Later Feb 10, 2025 7:50


Tariffs from the Trump administration on aluminum and steel created unusual options activity around U.S. Steel (X). However, the A.I. theme continues to highlight more interesting activity in stocks like Nvidia (NVDA) and Intel Corp. (INTC). Tom White calls attention to some of the bullish trades he found in the market.======== 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

JIJI English News-時事通信英語ニュース-
Japan Institute Inks MOU with Intel on Quantum Tech

JIJI English News-時事通信英語ニュース-

Play Episode Listen Later Feb 7, 2025 0:18


The Japanese government-affiliated National Institute of Advanced Industrial Science and Technology, or AIST, has signed a memorandum of understanding with U.S. semiconductor giant Intel Corp. to collaborate on the research and development of next-generation quantum computing technology.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - January 4, 2025

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Jan 4, 2025 47:34


Text us your financial questions!Henssler Money Talks — January 4, 2025  Season 39, Episode 1  This week on "Money Talks," Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to cover the market's final week of trading for 2024, October's home prices, and 2024's annual return. In this week's case study, K.C. and Michael discuss the “magic retirement number,” and why spending makes it different for each investor. The show hosts brought the podcast to a close by responding to listeners' questions on Intel Corp. and the NYSE expanding trading hours for its Arca exchange.Timestamps and Chapters00:00: Market Roundup: Dec. 30, 2024 – Jan. 3, 202520:43: Case Study:  Magic Numbers and Retirement Spending33:27: Q&A Time: Intel Corp., and Trading HoursFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Law School
Trespass to Land and Chattels

Law School

Play Episode Listen Later Dec 28, 2024 24:55


Trespass to Land Definition and Elements: Occurs when someone intentionally enters or remains on another's land without permission or legal justification. Key elements: Intent: Intentionally performing the act that causes intrusion. Unauthorized Entry: Any physical invasion of property, including machinery or drones. Possession: Plaintiff must have lawful possession of the land. Notable Cases: Jacque v. Steenberg Homes, Inc. (1997): Upheld punitive damages for intentional trespass despite no physical harm, reinforcing property rights. Dougherty v. Stepp (1835): Entry without consent constitutes trespass even without harm. Martin v. Reynolds Metals Co. (1959): Expanded trespass to include intangible invasions, like gas and emissions. Trespass to Chattels Definition and Elements: Involves intentional interference with another's personal property, causing dispossession, damage, or diminished use. Key elements: Intentional Interference: Deliberate actions affecting the chattel. Harm or Dispossession: Tangible harm or loss of use must be proven. Comparison with Conversion: Conversion entails severe deprivation or destruction, while trespass to chattels involves less significant interference. Notable Cases: CompuServe Inc. v. Cyber Promotions, Inc. (1997): Recognized digital trespass due to server overload caused by unsolicited emails. Intel Corp. v. Hamidi (2003): No liability for digital interference without tangible harm. Historical Development Trespass to land emerged in medieval England to protect landowners' rights and evolved to address industrial and environmental concerns. Trespass to chattels expanded from physical property to include digital assets, reflecting the rise of the digital age. Modern Applications Real Estate: Boundary disputes and environmental contamination. Technology: Digital trespass claims involving unauthorized system access or data scraping. Consumer Devices: Claims involving tampering with connected devices. Environmental Law: Addressing pollution and contamination through trespass doctrines. Commercial Operations: Regulating unauthorized drone usage or machinery interference. Policy Considerations Land: Balancing exclusion rights with public access and incentivizing responsible use. Chattels: Adapting to technological advancements while ensuring remedies reflect proportional harm. Criticisms and Reforms For trespass to land, reforms suggest a de minimis exception for trivial invasions. For chattels, critics advocate modernizing to better address digital and intangible property. Conclusion Trespass to land and chattels are fundamental doctrines protecting property rights. While rooted in traditional law, they continue to evolve to address challenges like environmental harm and digital interference. Understanding these principles is essential for navigating property-related disputes. --- Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support

Morgans Financial Limited
Morgans AM: Monday, 11 November 2024

Morgans Financial Limited

Play Episode Listen Later Nov 11, 2024 7:54


US equity markets extended their rally, lifting the benchmark indices to fresh record highs to cap their best week in a year following Donald Trump' sweeping election victory and after the Federal Reserve cut its benchmark interest rate by -25 basis points - Dow rose +260-points or +0.59% to 43,988.99, briefly crossing 44,000 for the first earlier in the session. Salesforce Inc +3.59% was the leading performer in the 30-stock index on Friday (8 November). Nvidia Corp (down -0.84%) became a member of the Dow on Friday (8 November), replacing beleaguered chipmaker Intel Corp (-0.11%). Paint maker Sherwin-Williams Co (up +0.70%) also joined the blue-chip index, supplanting chemical giant Dow Inc (-4.93%).

Morgans AM
Monday, 11 November 2024: Tesla takes flight post-Trump victory as markets rally

Morgans AM

Play Episode Listen Later Nov 10, 2024 7:55


US equity markets extended their rally, lifting the benchmark indices to fresh record highs to cap their best week in a year following Donald Trump' sweeping election victory and after the Federal Reserve cut its benchmark interest rate by -25 basis points - Dow rose +260-points or +0.59% to 43,988.99, briefly crossing 44,000 for the first earlier in the session. Salesforce Inc +3.59% was the leading performer in the 30-stock index on Friday (8 November).  Nvidia Corp (down -0.84%) became a member of the Dow on Friday (8 November), replacing beleaguered chipmaker Intel Corp (-0.11%). Paint maker Sherwin-Williams Co (up +0.70%) also joined the blue-chip index, supplanting chemical giant Dow Inc (-4.93%).

Morgans Financial Limited
Morgans AM: Thursday 7 November 2024

Morgans Financial Limited

Play Episode Listen Later Nov 7, 2024 3:58


The benchmark US equity indices roared to fresh all-time highs following a resounding election victory for the Republican party and president elect Donald Trump - Dow soared +1-508 points or +3.57% to 43,729.93. Investment banks Goldman Sachs Group Inc (+13.10%) and JPMorgan Chase & Co (11.54%) to be the leading performers in the 30-stock index, while American Express Co (up +6.97%), Caterpillar Inc (+8.74%) and Intel Corp (7.42%) all gained over >6.5%

Morgans Financial Limited
Morgans AM: Wednesday 6 November 2024

Morgans Financial Limited

Play Episode Listen Later Nov 5, 2024 5:46


Large capitalisation technology stocks led US equity markets higher as investors awaited the results U.S. presidential election - Dow rose +427-points or +1.02%. Intel Corp rose +3.55%, more than recouping the previous session's -2.93% decline to be the leading performer in the 30-stock index. Goldman Sachs Group Inc rose +3.03%. Boeing Co lost -2.62% despite workers voting by 59% to end their strike and return to work, securing a 38% raise over the next four years and paving the way for the troubled manufacturer's Washington factories to restart production.

Morgans AM
Wednesday 6 November 2024: Large Cap technology stocks led US equity markets higher

Morgans AM

Play Episode Listen Later Nov 5, 2024 5:47


Large capitalisation technology stocks led US equity markets higher as investors awaited the results U.S. presidential election - Dow rose +427-points or +1.02%. Intel Corp rose +3.55%, more than recouping the previous session's -2.93% decline to be the leading performer in the 30-stock index. Goldman Sachs Group Inc rose +3.03%. Boeing Co lost -2.62% despite workers voting by 59% to end their strike and return to work, securing a 38% raise over the next four years and paving the way for the troubled manufacturer's Washington factories to restart production.

MarketBuzz
1367: Marketbuzz Podcast with Kanishka Sarkar: Gift Nifty indicates start in the red, results and US polls in focus

MarketBuzz

Play Episode Listen Later Nov 4, 2024 6:25


Welcome to CNBC-TV18's Marketbuzz Podcast. Here are top developments from around the world ahead of the trading session of November 4 -Recap: It has been a volatile last two weeks for the Nifty, having ended October on a negative note. The month saw the index fall 6%, marking its worst monthly drop since March 2020. -Samvat 2081 has begun on a positive note with the index ending higher during the token one-hour Mahurat Trading session on Friday. The start of November also is no-less packed with action as the Indian market participants will have eyes on all four corners of the world due to various cues emerging during the week. -The all important US Presidential Election outcome will be known this week, as will be the US Fed interest rate decision. Consensus still remains that the FOMC will slash rates by 25 basis points. Meanwhile, manufacturing activity in the US fell to the lowest level since July 2023. -Back home, earnings season continues with multiple broader market companies, and big ones at that, reporting results in the upcoming week. Among the Nifty names, stocks like Dr. Reddy's, Titan, Tata Motors and India's largest lender State Bank of India, along with the newest index entrant, Trent, will be reporting results this week. -Samir Arora of Helios Capital during the Mahurat Trading session spoke about the fact that the next six to nine months, it will be good to look at growth companies but auto and consumer stocks may not do well. Market veteran Ramesh Damani also highlighted two themes that he would want to focus on for the next Samvat, which were Digital Public Infrastructure and Pharma. -This morning the GIFT Nifty was lower, trading at a discount of more than 80 points to Nifty Futures Friday close, indicating a gap-down start for the Indian market. -Stocks to watch: NCC, Ashoka Buildcon, MOIL, NBCC, NMDC, Premier Energies, Zen Technologies, Sun Pharma, Apollo Hospitals -Shares rose in Asia, with those in Hong Kong and mainland China higher in early trade. US stock futures were steady after Wall Street's gains Friday following robust earnings from the likes of Amazon.com and Intel Corp. Japanese markets are closed for a holiday, which means there will be no Treasuries trading in Asian hours. -In commodities, Oil advanced after OPEC+ agreed to push back its December production increase by one month and tensions escalated again in the Middle East. Brent rose as much as 2% to more than $74 a barrel. Gold was stable after retreating from a record high last week Tune in to Marketbuzz Podcast for more cues 

Morgans AM
Monday, 4 November 2024: US Markets make a positive start

Morgans AM

Play Episode Listen Later Nov 3, 2024 7:20


US equity markets made a positive start to November as investors digested the latest results from large technology companies and labour market data that reinforced expectations that the Federal Reserve will continue cutting interest rates - Dow gained +289-points or +0.69%. Intel Corp (up +7.81%) and Amazon.com Inc (+6.19%) were the leading performers in the 30-stock index, with both companies posting quarterly results after the close of the previous session.  Boeing Co +3.54% after the aircraft manufacturer reached a tentative deal with International Association of Machinists (IAM) on a new contract, potentially ending a crippling seven-week strike. The new offer includes a 38% general wage increase over four years, higher than the previous offer of 35%, with union members expected to vote on the deal tonight AEST.

Morgans Financial Limited
Morgans AM: Monday 4 November 2024

Morgans Financial Limited

Play Episode Listen Later Nov 3, 2024 7:19


US equity markets made a positive start to November as investors digested the latest results from large technology companies and labour market data that reinforced expectations that the Federal Reserve will continue cutting interest rates - Dow gained +289-points or +0.69%. Intel Corp (up +7.81%) and Amazon.com Inc (+6.19%) were the leading performers in the 30-stock index, with both companies posting quarterly results after the close of the previous session. Boeing Co +3.54% after the aircraft manufacturer reached a tentative deal with International Association of Machinists (IAM) on a new contract, potentially ending a crippling seven-week strike. The new offer includes a 38% general wage increase over four years, higher than the previous offer of 35%, with union members expected to vote on the deal tonight AEST.

Morgans Financial Limited
Morgans AM: Thursday, 31 October 2024

Morgans Financial Limited

Play Episode Listen Later Oct 30, 2024 8:18


US equity markets settled modestly weaker amid a deluge of quarterly earnings and fresh economic data and with investors eyeing third quarter results from two of the so-called ‘Magnificent Seven' cohort after the closing bell - Dow slipped -92-points or 0.22% unwinding an earlier rally of almost +225-points. International Business Machines Corp (down -2.63%), Intel Corp (-2.62%) and Nike Inc (-2.49%) all fell ~2.5% to be the worst performers in the 30-stock index overnight. Visa Inc rallied +2.94% after reporting a stronger-than-expected fiscal fourth quarter result after the close of the previous session.

Morgans Financial Limited
Morgans AM: Wednesday, 09 October 2024

Morgans Financial Limited

Play Episode Listen Later Oct 8, 2024 6:18


Technology stocks powered a rebound on US equity markets and overshadowed disappointment around a lack of detail regarding any fresh China stimulus measures - Dow rose +126-points or +0.3%. Intel Corp (up +4.2%) was the leading performer in the 30-stock index, while economic bellwether Caterpillar Inc and Dow Inc both fell -2.58% to be the key laggards. Boeing Co, with S&P Global Ratings weighing downgrading the aircraft manufacturer's credit score to junk as the company continues to suffer from the fallout of a protracted labour strike.

Morgans Financial Limited
Morgans AM: Wednesday, 2 October 2024

Morgans Financial Limited

Play Episode Listen Later Oct 1, 2024 6:20


US equity markets declined as a major escalation of the conflict in the Middle East and the spectre of a large labour strike at ports on the U.S. East Coast and Gulf Coast weighed on investor sentiment - Dow fell -173-points or 0.41%, snapping a three session winning streak that had lifted the 30-stock index to record highs. Intel Corp (down -3.28%) was the worst performing Dow component overnight, while Microsoft Corp (-2.23%) and Walt Disney Co (-2.22%) both fell over >2%. Boeing Co rose +1.43% following a Bloomberg report that the aerospace and defence giant is working with advisers to explore its options to bolster cash reserves depleted by a machinists strike, including issuing at least US$10B in new shares. Chevron Corp (up +1.65%) was the leading Dow component, tracking the latest rise in crude prices

Morgans AM
Tuesday, 24 September 2024: Record closing highs after Fed rate cut-induced momentum

Morgans AM

Play Episode Listen Later Sep 23, 2024 6:35


The S&P 500 and Dow logged record closing highs, building on last week's Federal Reserve rate cut-induced momentum and after data showed steady business activity in September - Dow added +61-points or +0.15% to 42,124.65, logging a record closing high for a third consecutive session. Intel Corp gained +3.30% to be the leading performer in the 30-stock index after Bloomberg reported on Sunday (22 September) that Apollo Global Management has offered to invest as much as US$5B in the struggling chipmaker. Intel got a boost last week from a company update on its transformation plans as well as a Wall Street Journal report Friday (20 September) that Qualcomm Inc (down -1.75%) had made a "takeover approach". Boeing Co (+1.96%) has made its “best and final” offer to striking workers, offering a 30% raise as it tries to end a work stoppage that threatens its recovery. The 33,000 members of the International Association of Machinists and Aerospace Workers District 751 walked off the job 11 days ago after rejecting a contract negotiated by the union's leadership.

Morgans Financial Limited
Morgans AM: Tuesday, 24 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 23, 2024 6:34


The S&P 500 and Dow logged record closing highs, building on last week's Federal Reserve rate cut-induced momentum and after data showed steady business activity in September - Dow added +61-points or +0.15% to 42,124.65, logging a record closing high for a third consecutive session. Intel Corp gained +3.30% to be the leading performer in the 30-stock index after Bloomberg reported on Sunday (22 September) that Apollo Global Management has offered to invest as much as US$5B in the struggling chipmaker. Intel got a boost last week from a company update on its transformation plans as well as a Wall Street Journal report Friday (20 September) that Qualcomm Inc (down -1.75%) had made a "takeover approach". Boeing Co (+1.96%) has made its “best and final” offer to striking workers, offering a 30% raise as it tries to end a work stoppage that threatens its recovery. The 33,000 members of the International Association of Machinists and Aerospace Workers District 751 walked off the job 11 days ago after rejecting a contract negotiated by the union's leadership.

Morgans AM
Thursday, 19 September 2024: Markets fail to hold gains after Fed announces cuts

Morgans AM

Play Episode Listen Later Sep 18, 2024 7:25


US equity markets failed to hold initial gains that came after the Federal Reserve delivered -50 basis point interest rate cut and that had lifted both the S&P 500 and Dow to fresh record intra-day highs - Dow fell -103-points or -0.25%, having rallied ~376-points immediately following the Fed's rate announcement and lifting the 30-stock index to a record intra-day peak just shy of 41,982. Intel Corp fell -3.26% to be the worst performing Dow component, having rallied over >10% in the preceding three sessions.

Morgans Financial Limited
Morgans AM: Thursday, 19 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 18, 2024 7:24


US equity markets failed to hold initial gains that came after the Federal Reserve delivered -50 basis point interest rate cut and that had lifted both the S&P 500 and Dow to fresh record intra-day highs - Dow fell -103-points or -0.25%, having rallied ~376-points immediately following the Fed's rate announcement and lifting the 30-stock index to a record intra-day peak just shy of 41,982. Intel Corp fell -3.26% to be the worst performing Dow component, having rallied over >10% in the preceding three sessions.

Morgans Financial Limited
Morgans AM: Wednesday, 18 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 17, 2024 7:01


US equity markets mixed ahead of the latest interest rate decision and monetary policy pronouncements from the Federal Reserve tomorrow morning AEST - Dow dipped -16-points or 0.04% to 41,606.18, snapping a four session winning streak after hitting a fresh record intra-day high (41,835.28) earlier in the session. Intel Corp rallied +2.68% to be the leading Dow component for a second session running after Chief Executive Officer (CEO) Pat Gelsinger provided an update on the company's restructuring efforts, citing progress on cost-cutting and unveiling plans to turn its chipmaking arm into a separate subsidiary. The company also said it would produce chips for Amazon.com Inc's (+1.08%) Amazon Web Services and the U.S. military. Microsoft Corp rose +0.88% after the company announced a US$60B stock buyback programme and boosted its dividend (to US$0.83c per share, up from US$0.73c previously) after the close of the previous session. Separately, BlackRock is preparing to launch a more than >US$30B artificial intelligence (AI) investment fund (via its infrastructure investment unit, Global Infrastructure Partners) with Microsoft to build data centres and energy projects to meet growing demands stemming from AI.

Morgans AM
Wednesday, 18 September 2024: Dow Dips, S&P500 Hits Records: Key Moves Before Fed's Rate Decision

Morgans AM

Play Episode Listen Later Sep 17, 2024 7:02


US equity markets mixed ahead of the latest interest rate decision and monetary policy pronouncements from the Federal Reserve tomorrow morning AEST  - Dow dipped -16-points or 0.04% to 41,606.18, snapping a four session winning streak after hitting a fresh record intra-day high (41,835.28) earlier in the session. Intel Corp rallied +2.68% to be the leading Dow component for a second session running after Chief Executive Officer (CEO) Pat Gelsinger provided an update on the company's restructuring efforts, citing progress on cost-cutting and unveiling plans to turn its chipmaking arm into a separate subsidiary. The company also said it would produce chips for Amazon.com Inc's (+1.08%) Amazon Web Services and the U.S. military.  Microsoft Corp rose +0.88% after the company announced a US$60B stock buyback programme and boosted its dividend (to US$0.83c per share, up from US$0.73c previously) after the close of the previous session. Separately, BlackRock is preparing to launch a more than >US$30B artificial intelligence (AI) investment fund (via its infrastructure investment unit, Global Infrastructure Partners) with Microsoft to build data centres and energy projects to meet growing demands stemming from AI. 

Morgans AM
Tuesday, 17 September 2024: US equity markets mostly firmer in cautious trade of key central bank meetings later this week

Morgans AM

Play Episode Listen Later Sep 16, 2024 5:52


US equity markets mostly firmer in cautious trade of key central bank meetings later this week - Dow rose +228-points or +0.55% to 41,622.08, logging its 27th record close of the year-to-date. Intel Corp rallied +6.36% to be the leading Dow component after confirming press reports late last Friday (13 September) that it has been granted up to US$3B in Chips Act funding to “expand the trusted manufacturing of leading-edge semiconductors for the U.S. government.” Specifically, this award covers defence work. This deal is separate from the ~US$20B in funding that Intel announced earlier this year that it was eligible for through the Chips Act. Apple Inc fell -2.78% amid concerns about early sales for the just-launched iPhone 16. Analysing delivery lead times and whether models of the iPhone 16 will be available in stores on Friday (20 September) as scheduled, several analysts said that early indications appear disappointing for Apple's latest smartphone. Separately, the tech giant also received FDA approval for the sleep apnoea detection feature in its newest smartwatch operating system. Meanwhile, Amazon.com Inc (-0.86%) told employees to return to in-person work five days a week next year, barring any ”extenuating circumstances” or exceptions.

Morgans Financial Limited
Morgans AM: Tuesday, 17 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 16, 2024 5:51


US equity markets mostly firmer in cautious trade of key central bank meetings later this week - Dow rose +228-points or +0.55% to 41,622.08, logging its 27th record close of the year-to-date. Intel Corp rallied +6.36% to be the leading Dow component after confirming press reports late last Friday (13 September) that it has been granted up to US$3B in Chips Act funding to “expand the trusted manufacturing of leading-edge semiconductors for the U.S. government.” Specifically, this award covers defence work. This deal is separate from the ~US$20B in funding that Intel announced earlier this year that it was eligible for through the Chips Act. Apple Inc fell -2.78% amid concerns about early sales for the just-launched iPhone 16. Analysing delivery lead times and whether models of the iPhone 16 will be available in stores on Friday (20 September) as scheduled, several analysts said that early indications appear disappointing for Apple's latest smartphone. Separately, the tech giant also received FDA approval for the sleep apnoea detection feature in its newest smartwatch operating system. Meanwhile, Amazon.com Inc (-0.86%) told employees to return to in-person work five days a week next year, barring any ”extenuating circumstances” or exceptions.

Morgans Financial Limited
Morgans AM Thursday, 12 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 12, 2024 6:45


US equity markets recovered from earlier losses to advance and settle near their session highs as investors weighed the implications of the latest CPI data and the presidential debate - Dow rose +125-points or +0.31%, with American Express Co (up +3.57%) and Intel Corp (+3.48%) both rallying over >3%.

cpi dow morgans intel corp american express co
Morgans AM
Thursday, 12 September 2024: Equity Surges After CPI and Debate Sparks

Morgans AM

Play Episode Listen Later Sep 12, 2024 6:46


US equity markets recovered from earlier losses to advance and settle near their session highs as investors weighed the implications of the latest CPI data and the presidential debate  - Dow rose +125-points or +0.31%, with American Express Co (up +3.57%) and Intel Corp (+3.48%) both rallying over >3%.

Morgans AM
Monday, 9 September 2024: Markets retreat sharply as debate sparks on how aggressive the fed will be with rate cuts

Morgans AM

Play Episode Listen Later Sep 8, 2024 6:57


US equity markets retreated sharply on Friday (6 September) as the latest employment report underscored labour market weakness and spurred further debate about how aggressive the Federal Reserve will be when it starts cutting interest rates - Dow lost -410-points or -1.01%, with Amazon.com Inc (down -3.65%) and American Express Co (-3.09%) both falling over >3%. Intel Corp fell -2.63%, with Reuters reporting that Qualcomm Inc (-3.37%) is looking at buying segments of the company, potentially including its PC chip design business. Separately, Bloomberg reported that Intel is considering selling off some of its stake in MobilEye Global (-8.48%), which provides hardware and software for self-driving vehicles, as part of the chipmaker's effort to improve its financial position. Apple Inc (down -0.7%) hosts its product launch event called “It's Glowtime” tonight AEST and is expected to announce its new iPhone 16 lineup alongside new Apple Watch models, and potentially other products. Boeing Co (-2.79%) and its largest union said Sunday (8 September) they reached agreement on a new contract that, if ratified, will avoid a strike that threatened to shut down aircraft production by the end of the coming week.

Morgans Financial Limited
Morgans AM: Monday, 9 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 8, 2024 6:56


US equity markets retreated sharply on Friday (6 September) as the latest employment report underscored labour market weakness and spurred further debate about how aggressive the Federal Reserve will be when it starts cutting interest rates - Dow lost -410-points or -1.01%, with Amazon.com Inc (down -3.65%) and American Express Co (-3.09%) both falling over >3%. Intel Corp fell -2.63%, with Reuters reporting that Qualcomm Inc (-3.37%) is looking at buying segments of the company, potentially including its PC chip design business. Separately, Bloomberg reported that Intel is considering selling off some of its stake in MobilEye Global (-8.48%), which provides hardware and software for self-driving vehicles, as part of the chipmaker's effort to improve its financial position. Apple Inc (down -0.7%) hosts its product launch event called “It's Glowtime” tonight AEST and is expected to announce its new iPhone 16 lineup alongside new Apple Watch models, and potentially other products. Boeing Co (-2.79%) and its largest union said Sunday (8 September) they reached agreement on a new contract that, if ratified, will avoid a strike that threatened to shut down aircraft production by the end of the coming week.

Morgans AM
Thursday, 5 September 2024: S&P 500 continues it's September struggles

Morgans AM

Play Episode Listen Later Sep 4, 2024 7:39


US equity markets ended mostly to the downside overnight as the S&P 500's September struggles continued following weak labour market data - Dow was the outlier rising -38-points or +0.09%. Intel Corp (down -3.33%) was amongst the worst performers in the 30-stock index, amid a broader selloff of chip stocks as well as Reuters reporting that recent tests of the chip giant's most advanced manufacturing process conducted by Broadcom (AVGO) failed.

Morgans Financial Limited
Morgans AM: Thursday, 5 September 2024

Morgans Financial Limited

Play Episode Listen Later Sep 4, 2024 7:38


US equity markets ended mostly to the downside overnight as the S&P 500's September struggles continued following weak labour market data - Dow was the outlier rising -38-points or +0.09%. Intel Corp (down -3.33%) was amongst the worst performers in the 30-stock index, amid a broader selloff of chip stocks as well as Reuters reporting that recent tests of the chip giant's most advanced manufacturing process conducted by Broadcom (AVGO) failed.

Innovation in Government
Implementing AI well means revisiting your enterprise architecture

Innovation in Government

Play Episode Listen Later Aug 20, 2024 28:00


Cameron Chehreh, the VP and general manager for global public sector sales at Intel Corp., said network and data situational awareness will lead to AI success. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Innovation in Government
Implementing AI well means revisiting your enterprise architecture

Innovation in Government

Play Episode Listen Later Aug 20, 2024 28:00


Cameron Chehreh, the VP and general manager for global public sector sales at Intel Corp., said network and data situational awareness will lead to AI success.

CFO Thought Leader
1,018: From Complexity to Clarity: Simplifying Business Segments for Investor Insight | Shelagh Glaser, CFO, Synopsys

CFO Thought Leader

Play Episode Listen Later Jul 21, 2024 54:44


When asked to share a single career chapter that has influenced her strategic mind-set as a finance leader, Synopsys CFO Shelagh Glaser knew exactly what to cite. She described a period that had unfolded during her 29 years at Intel Corp., when—seemingly overnight—consumer appetite for tablets had begun to upend Intel's enduring PC chips business. The initial response within the company was one of denial, she explains. Certain voices could be heard saying, "This isn't really happening" or "These tablets are just toys; we build real computers." According to Glaser, the initial reaction was akin to one the five stages of grief. However, stepping back revealed the stark reality that Intel had seemingly lost about a third of its market overnight, which translated to a dramatic 100 million units. This pivotal moment demanded urgent action and set the stage for a string of days and nights that would expose to Glaser the critical alignment required between crisis management and swift strategic decision-making. "We needed to be able to describe the situation to people very quickly and answer the important question, 'What does this mean for me?,'" explains Glaser, who notes that Intel thereupon executed a 25% reduction in investment and workforce, understanding that immediate action was crucial to stabilize the business. This was followed by a strategic refocus on key growth segments, such as business professionals and gamers, which ultimately revitalized Intel's PC division. This experience embedded in Glaser the importance of making quick, informed decisions during crises, a principle she has carried into her role as CFO at Synopsys. At her present firm, Glaser applies this strategic mind-set by emphasizing efficient resource allocation and aligning investments with long-term goals. The approach she tell us ensures that every dollar spent is directly tied to strategic objectives, which fosters a culture of strategic finance that drives sustainable growth. Moreover, her tenure at Synopsys has underscored her commitment to clear communication and investor relations. Recognizing the complexity in how the business was being presented, she revamped segment reporting to clarify the company's diverse operations. This transparency has improved investor understanding and aligned internal focus on critical metrics.

Investor Connect Podcast
Investor Connect - 798 - Gary Forni of Central Texas Angel Network (CTAN)

Investor Connect Podcast

Play Episode Listen Later May 10, 2024 24:43


Welcome to this episode of Investor Connect, hosted by Hall T. Martin, featuring Gary Forni, the Chairman of the Central Texas Angel Network (CTAN). With a distinguished career in technology and venture capital, Gary has been pivotal in starting, mentoring, and investing in startups, particularly in Central Texas. He emphasizes innovation and disruptive technology in his investment strategy and supports entrepreneurs through his involvement with accelerators like Capital Factory and TechStars. Previously, Gary held executive roles at Intel Corp and Marvell Semiconductor, contributing to significant business ventures including Intel's flash memory business.   CTAN, under Gary's leadership, has become one of the most active angel investing groups in the U.S., having invested $129 million in 215 companies. Based in Austin, Texas, CTAN boasts over 120 accredited investors from diverse sectors, committed to fostering the growth of early-stage businesses. The network not only provides capital but also essential mentoring and business resources, enhancing the success rate of startups and contributing to the economic vitality of Texas.   During the interview, Gary discusses CTAN's strategic approach to investments, balancing direct startup funding with a sidecar fund that allows for diversified investment portfolios. He shares insights on the challenges and strategies in angel investing, particularly how CTAN adapts to economic shifts to maximize investor and startup success.   For more information on CTAN's initiatives or to get involved, visit [CTAN](). For the latest updates and news from CTAN, check out [CTAN News](). To connect directly, you can email Katelyn at . Join us next time on Investor Connect for more expert insights into the investment landscape.   ________________________________________________________________________ For more episodes from Investor Connect, please visit the site at:    Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Venture Unlocked: The playbook for venture capital managers.
What's happening at the seed stage? Featuring Jenny Fielding, Kirby Winfield, and Nate Williams

Venture Unlocked: The playbook for venture capital managers.

Play Episode Listen Later Apr 10, 2024 45:14


Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.This week we're doing another special roundtable discussion with a focus on the seed stage market. Joining us are Jenny Fielding of Everywhere Ventures, Kirby Winfield of Ascend, and Nate Williams of UNION Labs.This whole conversation was focused on seed stage investing. We spent most of our time discussing how the market reset affects seed-stage decision-making, fund sizing, and reserve strategies. We also touched on what they are seeing and hearing from LPs that invest in seed funds. If you're a VC investor, then I'm sure you already know about Sydecar, the go-to platform for emerging VCs to manage their SPVs and funds. Sydecar is on a mission to make private markets more accessible, transparent, and liquid by standardizing how investment vehicles are created and executed. Their powerful software allows VCs to launch SPVs and funds instantaneously, track funding in real time, and offer hassle-free opportunities for early liquidity.Whether you're syndicating your first or fiftieth deal, Sydecar acts as your silent operating partner, handling all back-office functions in a single place. Sydecar always has your back, so that you never have to worry about chasing subscription docs, lost wires, or late K-1s.With all the recent ups and downs in the private markets, the last thing you want to worry about is whether your back office is operating smoothly. Sydecar's responsive and proactive customer support team is there to assist, helping you build trust with your investors and tackle the challenges of building your firm.Visit sydecar.io/ventureunlocked to learn more.About Jenny Fielding:Jenny Fielding is the Co-Founder and Managing Partner of Everywhere Ventures. She is one of the most active global pre-seed investors, having invested in 300+ companies as the first money in. Jenny has built a thriving community of 500+ founders and operators who help source, diligence, and invest in the next generation of startups across 3 core verticals: money, health, and work.Prior to Everywhere, Jenny spent 7.5 years as the Managing Director of Techstars where she invested in a portfolio of companies with a current market cap over $10B. Jenny is a 2x founder, a lawyer by training, and an adjunct professor at Columbia University and Cornell Tech.About Kirby Winfield:Kirby Winfield is the Founding General Partner at Ascend.vc, the most prolific pre-seed stage venture fund in the Pacific Northwest.Kirby has been operating and investing in Artificial Intelligence and Machine Learning since the 1990s. His first startup pioneered the use of semantic AI for web search. He advised the Allen Institute of Artificial Intelligence on the launch and growth of its highly regarded Ai2 Incubator program, and has backed 30+ AI startups as a VC.Early in his career, Kirby was a founding team member and operating executive at back-to-back tech IPOs, with Go2Net and Marchex. He is also a two-time venture capital-backed CEO, with AdXpose (DFJ, Ignition) acquired by comScore, and Dwellable (Maveron, VersionOne) acquired by HomeAway.About Nate Williams:Nate Williams is the co-Founder and Managing Partner of DeepTech seed fund UNION Labs Ventures and formerly an Entrepreneur-in-Residence (EIR) at Kleiner Perkins focused on opportunities in Climate, PropTech, and Mobility. Nate's track record includes senior leadership experiences executing through startup, growth and turnaround stage culminating in successful exits for 4Home (to Motorola '10), Motorola Mobility (to Google '12), Motorola Home (to ARRIS '13) and August Home (to Assa Abloy '17).Prior to Kleiner Perkins, Nate was CRO & Head of Platform PM at August Home, Inc. a leader in Smart Home Access where he secured August commercial growth with market leaders and integration partners including Airbnb, Wal-Mart, Amazon, Honeywell, Comcast, and Google/Nest. Nate was also Senior Director of Marketing & Business Development at Google subsidiary Motorola Mobility (following their acquisition of 4Home where he was CMO & Head of Business). Earlier in his career, he was an Analyst in the Digital Home Group of Intel Corp.Nate earned an MBA from The UCLA-Anderson School of Management and a Bachelors in Communication Science from The University of Connecticut. He is named in several Communications Infrastructure patents, entrepreneurial, and comfortable building cross-functional teams introducing products under significant market uncertainty.In this episode, we discuss:(03:09): The challenges first-time founders face, especially in fundraising and navigating the current economic climate(04:17): Trends in pre-seed and seed round sizes including the reasons behind increases and their impact on startups(06:52): The importance of a founder's ability to fundraise in the current economic environment is stressed as critical for startup success(08:21): Venture Capitalists' adjusted expectations for startups progressing from seed to Series A(11:59): The need for founders to adapt their strategies in response to market changes, moving towards building sustainable businesses(16:21): The effects of significant valuation step-ups during seed rounds on the investment ecosystem(20:39): Current trends in seed valuations and round sizes and implications for the startup and investment community(25:52): How seed investors are adapting their reserve strategies to better support startups through to Series A rounds and beyond(27:09): The impact of the funding environment on LPs investment decisions and strategies(34:43): The challenges GPs face in fundraising efforts are explored, including navigating expectations and market conditionsI'd love to know what you took away from this conversation with Jenny, Kirby, and Nate. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Liberty Roundtable Podcast
Radio Show Hour 1 – 03/21/2024

Liberty Roundtable Podcast

Play Episode Listen Later Mar 21, 2024 54:50


* Guest: Eldon Stahl - Field Coordinator - The John Birch Society - JBS.org - TheNewAmerican.com * Guest: Bryan Rust, Over the past 50 years, Rust Coins has been working to educate customers about precious metals - RustCoinAndGift.com * Honest Money Report: Gold - $2200.00 Silver - $25.23. * Yesterday was The International Day of Happiness! The UN has released the 2024 World Happiness Report. The United States has landed at number 23 dropping out of the top 20. * Federal Reserve Keeps Rate As-Is Yet Again It holds for 5th straight time, with 3 cuts still expected in 2024 - Newser.com * Insiders say Trump might let Letitia James seize Trump Tower! - Then would seek its return on victory in appeals court - WND.com * Chick-fil-A adds 6 pizza items to menu at test kitchen restaurant. * Biden to announce $8.5B in federal grants for Intel Corp., already one of Arizona's largest employers, It stems from the passage of the CHIPS and Science Act of 2022 - Russ Wiles, USAToday.com The proposed $8.5 billion federal grant, along with Intel's own funding plans, would mark one of the largest-ever semiconductor manufacturing investments. * The DNC is forming a group of lawyers to monitor how third-party contenders seek ballot access as the party continues to worry that such candidates could potentially hinder President Joe Biden's reelection chances - NYHT. Candidates' efforts will be watched to guarantee "to the degree that you are seeking status as a new political party, you are actually a political party — a large group of people who believe what you believe, not simply a single candidate wanting to circumvent existing rules," Lenhard told the NYT. Lenhard added that state policies that limit ballot access "ensure that the people who are on the ballot have legitimate bases of support, and it's not simply a vanity project,"

CFO Thought Leader
978: From Silicon Roots to Global Routes | Jeff Woolard, CFO, Velocity Global

CFO Thought Leader

Play Episode Listen Later Feb 28, 2024 57:08


Looking back at his 26 years at Intel Corp., Jeff Woolard has more than a few moments of important discernment from which to choose when we ask for a single finance strategic moment. Nevertheless, without hesitation, he takes us back in time to when the giant chipmaker was experiencing a recurring mismatch between the products that it was developing and the market's purchasing trends—specifically in the PC sector. “If you were to map both what people wanted to buy and what we were building, you would see this kind of disconnect,” recalls Woolard, who upon closer observation realized that while consumer buying behaviors had remained consistent, Intel's product designs and manufacturing processes had evolved without alignment. Woolard would propose a novel approach: redesigning Intel's product road map to focus on four specific cost points that matched consumer demand and the company's margin goals. This strategic insight led to a shift in how Intel approached product development, ensuring that new products were designed with these cost targets in mind from the outset. A recurring theme in Woolard's career journey has been the necessity of continuous learning and adaptability. He underscores the significance of making an impact and adding value within an organization. He illustrates how, at Intel, the expectation and opportunity to influence business outcomes were directly pivotal in his career growth. This aspect of being able to see and measure the impact of his work is highlighted by him as a distinctive and rewarding part of his experience at Intel.

Getting lumped up with Rob Rossi
RockerMike and Rob Presents: Filmmaker April Jones

Getting lumped up with Rob Rossi

Play Episode Listen Later Feb 18, 2024 18:01


RockerMike and Rob Presents: Filmmaker April Jones April Jones is a documentary filmmaker whose main body of work covers the underground heavy metal and punk rock music genres. While residing in Portland, OR she ran the public access series Slayed In Oregon. Her most recent work, the full length film The Mentors: Kings of Sleaze Rockumentary, was released in 2018. During her initial years in the film industry, Jones launched her career by creating handmade props and scenic art, which led to set dressing and art directing many commercials and music videos. She has had the opportunity to work with various notable productions, such as, Portlandia, Little People Big World, Red Bull, Kleenex, Mazda, Google, Green Room, Intel Corp., and more. Jones was awarded the TalNexus Unscripted Film Lab grant in early 2019. This grant will be supporting her upcoming project, a film that documents the do-it-yourself skateboard culture and the associated legal conflicts. In addition to her filmmaking, her creativity takes on many art forms, including paintings, music, and skateboarding. Website: www.dreamevilpictures.com Instagram: https://www.instagram.com/dream_evil_pictures/ Linkedin: https://www.linkedin.com/in/dreamevil/ Facebook: https://www.facebook.com/TheMindOfAprilJones Youtube: https://www.youtube.com/c/DreamEvilPictures www.concretelawfilm.com sanpedrosk8.org https://x.com/dream_evil_pics?s=21&t=Mzw5de5zsR-SDDbhyzH0Lg #FilmmakerLife #BehindTheLens #CinemaMagic #FilmCraft #DirectorsCut #SetLife #FilmDreams #Storytelling #CinematicArt #FilmmakingJourney #OnSetChronicles #VisualStoryteller #DocFilmmaking #RealStories #DocumentaryCraft #TrueCinema #NonfictionFilm #StorytellingTruths #DocFilmChronicles #RealityOnReel #DocumentaryMagic #FilmReality #TrueStorytelling #DocFilmJourney Please follow us on Youtube,Facebook,Instagram,Twitter,Patreon and at www.gettinglumpedup.com https://linktr.ee/RobRossi Get your T-shirt at https://www.prowrestlingtees.com/gettinglumpedup And https://www.bonfire.com/store/getting-lumped-up/ Subscribe to the channel and hit the like button This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/rob-rossi/support https://www.patreon.com/Gettinglumpedup

Earnings Calls: Rawdog edition
Intel Corp 2023/Q4 Earnings Call [$INTC]

Earnings Calls: Rawdog edition

Play Episode Listen Later Jan 26, 2024 62:28


Intel Corp's Q4 2023 earnings call, unedited

Ethical & Sustainable Investing News to Profit By!
Podcast: Analysts' Impact, ESG, and Healthcare Stock, Picks

Ethical & Sustainable Investing News to Profit By!

Play Episode Listen Later Dec 15, 2023 20:24


Analysts' Impact, ESG, and Healthcare Stock Picks. Includes unusual climate tech stock recommendations and terrific analyst picks in other sectors. Transcript & Links, Episode 120, December 15, 2023 Hello, Ron Robins here. So, welcome to this podcast episode 120 titled “Analysts' Impact, ESG, and Healthcare Stock, Picks.” It's presented by Investing for the Soul. Please note that I'm taking a break over the holidays so my next podcast will be Friday, January 12th, 2024. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. And look at my newly revised website at investingforthesoul.com! Tell me what you think. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there are also 11 article links below that time didn't allow me to review them here. ------------------------------------------------------------- 1) Analysts' Impact, ESG, and Healthcare Stock, Picks Now, I'm always trying to find articles with new investing ideas with an ESG and sustainable focus. In that vein, I'm presenting this article titled These 8 Small-Cap Impact Stocks Tap into the Rapidly Growing Climate Tech Market in Support of a Net-Zero Future. It's by Ari Zoldan and found on nasdaq.com. Here's some of what Mr. Zoldan says about his picks. “1. FuelCell Energy (FCEL) manufactures stationary fuel-cell platforms to help with decarbonizing power and producing hydrogen using fuel cells… The company specifically targets large industrial sources like factories and other large facilities that produce significant amounts of carbon dioxide. 2. Gevo (GEVO) produces decarbonized fuels and chemicals… The company states it is ‘commercializing the next generation of renewable gasoline, jet fuel and diesel fuel with the potential to achieve zero carbon emissions… Gevo… sees commercial opportunities for other renewable hydrocarbon products like renewable natural gas and other fuels, chemicals, and plastics. 3. Ideal Power (IPWR) has developed and patented a bidirectional semiconductor power switch designed for use in electric vehicles, EV chargers, renewable energy, energy storage, data centers, solid-state circuit breakers, and other industrial and military applications… two examples utilizing the company's technology (are:) improves the range of EVs and the kilowatt hours harvested from a renewable energy installation. 4. Mullen Automotive (MULN) is an EV manufacturer that designs and builds commercial trucks, passenger vehicles and solid-state polymer battery technology. Interestingly, while most other EV makers build cars that use lithium-ion batteries, Mullen actually uses lithium-sulfur batteries, describing them as being ‘lighter, more efficient,' and having ‘greater range than most EVs in the market.' At this stage, it's still the very early days for Mullen Automotive, although it did see its first recorded revenue in June from the sale of 22 electric cargo vans to the Randy Marion Automotive Group. 5. OPAL Fuels (OPAL) provides complete renewable natural gas solutions for landfills, dairies, and fueling station construction and service. The company uses a vertical waste-to-energy model that combines the upstream production and downstream marketing and distribution of renewable natural gas, providing a scalable, low-cost solution to decarbonize heavy-duty transportation… So far, OPAL Fuels has completed more than 350 fueling stations, renewable natural gas landfills, and dairy projects across the U.S. 6. Sunworks (SUNW) describes its mission as ‘to help businesses and homeowners take control of their electric costs while championing the future of solar.' The company serves customers in 15 states and provides solar services via partner organizations… Sunworks also provides energy storage solutions that work with its commercial solar systems. 7. The Metals Company (TMC) The company describes its mission as ‘to build a carefully managed metal commons that will be used, recovered and reused again and again…' The company mines polymetallic nodules, which are rich sources of the base metals required for battery making and building the infrastructure needed to make the energy transition… They are found unattached to the bottom of the abyssal seafloor, and they don't contain toxic levels of heavy elements like land ores do… Polymetallic nodules are also known as manganese nodules, although they also contain three additional critical metals used in batteries. In addition to manganese, these nodules contain cobalt, nickel and copper, all in a single ore. The Metals Company believes mining these nodules could have a much lower environmental footprint than other forms of mining necessary to obtain the metals needed for making batteries.  8. Workhorse Group (WKHS) stands apart from the generalists in the space by manufacturing electric trucks and drones to support last-mile deliveries… In September, Workhorse announced that it had received approval from the Internal Revenue Service as a qualified manufacturer for the Commercial Clean Vehicle Credit. The approval means Workhorse customers are eligible for a credit of up to $40,000 on their purchases of all Workhorse vehicles in 2023 and beyond.” End quotes. ------------------------------------------------------------- 2) Analysts' Impact, ESG, and Healthcare Stock, Picks This next article is titled 7 Best ESG Stocks to Buy Now. It's by Matt Whittaker and found on money.usnews.com. Now some quotes and details. “If ESG investing interests you, consider these seven ESG stocks, several of which have turned in an impressive year-to-date performance: ESG STOCK YTD RETURN AS OF NOV. 30 Cadence Design Systems Inc. 70.1% Panasonic Holdings Corp. 23.1% Tesla Inc. 94.9% Intel Corp. 73.1% These last three stocks may fall into the category of bargains for buy-and-hold investors, as renewable energy companies have been in a slump but may have a bright future. First Solar Inc. 5.3% Sunrun Inc. -46.3% Orsted A/S  -46.9% 1. Cadence Design Systems Inc. (CDNS) provides software, hardware and intellectual property used to design electronic systems… Trends including artificial intelligence and autonomous driving are fueling electronic design activities and demand for the company's products. 2. Panasonic Holdings Corp. (OTC: PCRFY) This Japanese multinational electronics company is focused on its automotive battery business. It's also involved in green hydrogen, which, unlike the majority of hydrogen produced today, is made with renewably produced electricity instead of fossil fuels… Although Panasonic's stock took a big dip in October, it has been recovering and is now up 23.1% year to date as of Nov. 30. 3. Tesla Inc. (TSLA) this company is the world's biggest EV manufacturer based on its market capitalization of about $758 billion. During the third quarter, the company produced more than 430,000 electric vehicles and delivered more than 435,000. Its revenue grew by 9% on increased vehicle deliveries and growth in other parts of the business. But its net income dropped 44%, in part because of increased operating expenses connected with its Cybertruck and artificial intelligence projects and lower average selling prices. 3. Intel Corp. (INTC) This semiconductor company scores highly on governance and overall ESG metrics in the 2023 JUST Capital ESG rankings… The company also ‘commits to an independent and diverse board governed by 90% independent directors and led by an independent board chair,' JUST Capital says. 4. First Solar Inc. (FSLR) Solar and wind companies have been hit by inflation… [and] rising interest rates… First Solar's shares are down 8.5% over the past 12 months, but they have begun to rebound. In addition to being a renewable energy company, First Solar's ESG chops include that it uses cadmium telluride technology for its solar cells in a process that has a smaller carbon footprint than that of other manufacturers who use polysilicon. Additionally, First Solar isn't reliant on Xinjiang, a polysilicon-producing region in China where the U.S. says Muslim minorities are forced to work against their will. 5. Sunrun Inc. (RUN) This photovoltaic solar and battery storage company hasn't fared as well as First Solar… Its shares are down about 46% year to date as of Nov. 30. But the clouds may part for the stock. According to Stock Analysis, the average 12-month price forecast from 22 stock analysts for Sunrun is $24.95, or roughly double where shares are trading now. During the third quarter, the company added nearly 34,000 customers, a 19% increase year on year. Also, Sunrun is shifting its focus to installing more storage systems, which have better margins than solar panels. 6. Orsted A/S (OTC: DNNGY) which is the largest offshore wind developer in the world, has certainly been facing headwinds. Its shares are down 46.9% so far in 2023. In addition to having trouble with inflation and rising interest rates, Orsted has been hit by supply chain disruptions, especially in the U.S… The company has had to cancel plans for two U.S. offshore wind projects as tax credit and construction permit issues also hampered the plans. But it is continuing with a third. In the long run, the U.S. is relying on offshore wind farms to help power coastal cities, and Orsted is well positioned if industry dynamics change.” End quotes. ------------------------------------------------------------- 3) Analysts' Impact, ESG, and Healthcare Stock, Picks A favorite sector for ethical and sustainable investors is healthcare. So, I thought this article would interest many of you. It's titled 3 healthcare companies whose social impact is the key to financial performance. It's by Faizan Farooque and seen on equities.com. Here are some brief quotes. “1. Abbott Laboratories (ABT) which emphasizes patient-focused healthcare. 2. Johnson & Johnson (JNJ) which is dedicated to achieving net zero carbon emissions and prioritizing environmental health equity. 3. UnitedHealth Group (UNH) which focuses on ‘zero distance' from patients. Central to these companies' ethos is the focus on patient-centric healthcare… This patient-first approach is often complemented by green healthcare technology, ensuring that advancements in health solutions also consider environmental sustainability.” End quotes. ------------------------------------------------------------- 4) Analysts' Impact, ESG, and Healthcare Stock, Picks From another potentially profitable perspective, we have this article titled Investing in the Circular Economy: 3 Sustainable Stocks. It's by Will Ashworth and seen on investorplace.com. Here are some key quotes from the article. “I'm selecting my three sustainable stocks from the holdings of a Canadian mutual fund — the IA Clarington Inhance Global Equity SRI Class (CCM5010.CF). 1. LVMH (OTCMKTS:LVMUY) is the 8th-largest holding of the mutual fund… ‘The percentage of women in key positions at LVMH [grew] from 23% to 45% between 2007 and 2022,' Bloomberg reported earlier this year. Even better, 65% of its executives and managers are women. 2. Costco (NASDAQ:COST) is the 17th-largest holding… As for the 15 United Nations Sustainable Development Goals (SDGs), the company has committed to the ones that most closely align with its business. 3. Autodesk (NASDAQ:ADSK) is the 23rd-largest holding... Autodesk provides cloud-based and desktop software products that help companies design and make things. Businesses using its products include architecture, engineering, construction, media, entertainment and manufacturing… From a sustainability standpoint, Autodesk believes its software products help construction-related businesses save time, energy and costs while reducing waste and carbon emissions.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1) Title: 3 Top-Rated ESG Stocks That Analysts Are Loving Now on investorplace.com. By Steve Booyens. 2) Title: You Don't Have to Pick a Winner in Clean Energy. Here's Why. On fool.com. By Travis Hoium. 3) Title: Harness the Sun: 3 Must-Own Stocks in the Solar Industry on investorplace.com. By Rick Orford. 4) Title: Green Energy Innovators: 3 Stocks Leading the Sustainable Revolution on investorplace.com. By Steve Booyens. 5) Title: 3 Wind Stocks to Buy for a Sustainable and Profitable Future on investorplace.com. By Rick Orford. 6) Title: Best Clean Energy Stocks — December, 2023 on cleantechnica.com. By Carolyn Fortuna. 7) Title: Green Technology Stocks That Look Cheap on morningstar.com. By Muskaan Hemrajani. 8) Title: America's Most Responsible Companies 2024 on newsweek.com. Cover article by Nancy Cooper. 9) Title: The 3 Most Undervalued Renewable Energy Stocks to Buy in December on investorplace.com. By Chandler Capital. UK Articles 1) Title: The sustainable global funds so good they're worth adding ahead of mainstream funds on trustnet.com. By Emma Wallis. 2) Title: Our Pick Of The Best Ethical Stocks And Shares ISAs on .forbes.com/uk/. By Jo Thornhill and Kevin Pratt. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Analysts' Impact, ESG, and Healthcare Stock, Picks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these very troubled times! Contact me if you have any questions. Thank you for listening. And, again, please look at my new totally revised website at investingforthesoul.com. Tell me what you think! Please note that I'm taking a break over the holidays so my next podcast will be Friday, January 12th, 2024! Have a wonderful time over the holidays. Bye for now.   © 2023 Ron Robins, Investing for the Soul

Wealth Matters By Alpesh Parmar
348: Navigating Energy Tax Credits with Mark Stout

Wealth Matters By Alpesh Parmar

Play Episode Listen Later Nov 16, 2023 34:34


Mark Stout has 40 years of construction, information technology, and telecommunications experience. He has worked with Sprint, AT&T, to Intel Corp, to energy efficiency as a certified Building Analyst, Envelope Professional, HER Rater, and Lighting engineer. For the last 15 years Mark has been using his skills in multiple areas to help business use energy efficiency, local utility incentives and the state and federal incentives found in the tax code when upgrading their property to help offset the costs. Energy efficiency is a Strategic Investment, not a capital expense. *DISCLAIMER - We are not giving any financial advice. Please DYOR* (00:00 - 2:29) Opening Segment - Mark is introduced as the guest Hosts - Mark shares something interesting about himself (02:29 - 27:25) Navigating energy tax credits - What are the §45L Tax Credits? - What are the requirements for qualifying for the §45L tax credits? - Who should take the §45L tax credits? - What type of properties qualify? - How much are the credit credits? - Can investors qualify for the §45L tax Credits? - How does a property owner get started? (27:25 - 33:53) Fire Round - Mark shared if she would change his investment strategy - Mark also shares his favorite Finance, real estate book, or any related book - Also Mark shared about the website and tools that he can recommend - Mark 's advice to beginner investors - Also shares how he gives back (33:53- 34:37) Closing Segment -If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Wealth Matter's YouTube channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check us out at: Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wealthmatrs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IG: @wealthmatrs.ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Ransquawk Rundown, Daily Podcast
Europe Market Open: Powell's presser perceived dovish, futures bolstered with NQ leading post-META

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 27, 2023 2:22


The Fed hiked rates by 25bps to 5.25%-5.50%, as expected, with the statement a copy & paste job from June.Markets initially perceived the presser as dovish after Powell avoided committing to future rate hikes and stressed a data-dependent approach.US equity futures edged higher overnight with NQ boosted by Meta shares post-earnings, APAC stocks were also firmer.European equity futures are indicative of a higher open with the Euro Stoxx 50 +0.5% after the cash market closed down by 1.0% yesterday.DXY slipped below 101, EUR/USD eyes 1.11 ahead of ECB, USD/JPY oscillates around 140 and antipodeans lead the majors.Looking ahead, highlights include German Gfk, US Durable Goods, PCE Prices Advance, IJC, GDP Advance, ECB Policy Announcement and Press Conference with Lagarde, Supply from Italy & US.Earnings from L'Air Liquide, BNP Paribas, Mercedes-Benz, ArcelorMittal, L'Oreal, Poste Italiane, Renault, Schneider Electric, STMicroelectronics, TotalEnergies, Volkswagen, Anglo American, Barclays, BT, Shell, McDonald's, Ford, Abbvie, Mastercard & Intel Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Equities bid, NQ outperforms post-Meta earning, DXY slips & EUR gains ahead of ECB

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Jul 27, 2023 2:22


European bourses in the green in a continuation of APAC trade with a blockbuster earnings docket influencingUS futures firmer and the NQ outperforms following Meta's after-hours report, META +8.3%DXY pressured to near 100.50 with EUR & JPY taking advantage ahead of their rate decisions, Antipodeans lead given risk sentimentCrude benchmarks bid intraday given risk & USD, with both precious and base metals benefittingLooking ahead, highlights include US Durable Goods, PCE Prices Advance, IJC, GDP Advance, ECB Policy Announcement and Press Conference with Lagarde, Supply from the US.Earnings from McDonald's, Ford, Abbvie, Mastercard & Intel Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Times of Israel Daily Briefing
Tension before Israel Bar election; Intel vote of confidence

The Times of Israel Daily Briefing

Play Episode Listen Later Jun 19, 2023 21:06


Welcome to The Times of Israel's Daily Briefing, your 15-minute audio update on what's happening in Israel, the Middle East and the Jewish world, from Sunday through Thursday. ToI founding editor David Horovitz and Knesset correspondent Tal Schneider join host Jessica Steinberg for today's podcast. Horovitz discusses extraordinary decision by Prime Minister Benjamin Netanyahu to give Finance Minister Bezalel Smotrich full authority to expand existing settlements in Judea and Samaria. He also examines Netanyahu's disapproval of talks between Washington and Tehran and what that means for the US-Israel relationship. Schneider explains how Tuesday's elections at the Israel Bar Association could affect the Judicial Selection Committee, expanding on the two candidates for the position of chairman. Schneider and Horovitz discuss Netanyahu's statement that the coalition's original legislation aimed at securing control over the Judicial Selection Committee will not be revived and what that means in terms of the judicial overhaul. They also look at US semiconductor giant Intel Corp.'s agreement in principle to build a chip manufacturing plant at an investment of $25 billion, and whether it is indeed a show of faith in the current economy. Discussed articles include: Netanyahu hands Smotrich full authority to expand existing settlements Netanyahu says Israel opposes nuclear ‘mini-agreements' with Iran Intel to invest ‘unprecedented' $25 billion in chip manufacturing plant in Israel Subscribe to The Times of Israel Daily Briefing on iTunes, Spotify, PlayerFM, Google Play, or wherever you get your podcasts. IMAGE: Israeli Prime Minister Benjamin Netanyahu visits at the Intel's Kiryat Gat plant on November 14, 2016 (Photo by Kobi Gideon/GPO)See omny.fm/listener for privacy information.

通勤學英語
每日英語跟讀 Ep.K589: 日本首相邀請台積電董事長參加罕見會議

通勤學英語

Play Episode Listen Later Jun 14, 2023 5:16


|廣告由 KKTV 提供|KKTV Fun-tastic!追劇樂折扣祭 |限時 FUN 送,升級 VIP 只要月付銅板價,立即展開歡樂的追劇生活 ➟ https://link.fstry.me/441hAbW —— 以上為 Firstory DAI 動態廣告 —— 歡迎留言告訴我們你對這一集的想法: https://open.firstory.me/user/cl81kivnk00dn01wffhwxdg2s/comments 每日英語跟讀 Ep.K589: Japanese Prime Minister Invites TSMC Chairman for a Rare Meeting Taiwanese Semiconductor Manufacturing Co (TSMC) Chairman, Mark Liu, has received an invitation to meet with Japanese Prime Minister Fumio Kishida in Japan. This meeting is particularly noteworthy as it is uncommon for top executives from major semiconductor companies worldwide to convene in a single location. TSMC confirmed Liu's attendance at the meeting but provided no further details. 台灣積體電路製造股份有限公司(TSMC)董事長劉德音收到了邀請,將與日本首相岸田文雄在日本會面。這次會議非常引人注目,因為全球主要半導體公司的高層很少聚集在一個地方。台積電證實劉德音將出席會議,但沒有提供進一步的細節。 According to reports, executives from several prominent global semiconductor firms, including TSMC, Micron Technology Inc, Applied Materials Inc, International Business Machines Corp, Intel Corp, Samsung Electronics Co, and Belgium's semiconductor research group Interuniversity Microelectronics Centre, have been invited to the discussions at the prime minister's office. The gathering of top executives from these industry leaders is an exceptional occurrence. 根據報導,多家知名的全球半導體公司的高管,包括台積電、美光科技公司、應用材料公司、IBM、英特爾、三星電子和比利時的半導體研究機構IMEC,受邀參加首相辦公室的討論。這些行業領導者的高層聚會是個罕見特例。 Japanese Prime Minister Fumio Kishida, along with Japanese Minister of Economy, Trade and Industry Yasutoshi Nishimura and other senior officials, will attend the meeting. The focus of the discussions will be to strengthen Japan's economic security and enhance the country's semiconductor supply chain. During the meeting, the executives are expected to outline their investment and business development plans in Japan. 日本首相岸田文雄將與日本經濟產業省大臣西村康稔和其他高級官員一起出席會議。討論的焦點將是加強日本的經濟安全和提高該國的半導體供應鏈。在會議期間,高管們預計將概述他們在日本的投資和業務發展計劃。 Recognizing the importance of collaboration, Japanese Chief Cabinet Secretary Hirokazu Matsuno emphasized that achieving semiconductor supply chain resilience requires the concerted efforts of like-minded nations and regions, rather than relying on individual countries alone. The meeting aligns with the growing calls from the United States for its allies to work together in addressing challenges posed by China in the semiconductor industry and other technological domains. 日本內閣官房長官松野博一認識到半導體供應鏈的重要性,強調實現半導體供應鏈的彈性需要志同道合的國家和地區共同努力,而不僅僅依賴個別國家。此次會議與美國呼籲其盟友共同應對中國在半導體和其他技術領域帶來的挑戰之警示相吻合。 TSMC's commitment to Japan is evident through its ongoing endeavors in the country. The company is constructing a wafer fab in Kumamoto, Japan, with plans for commercial production next year. Additionally, TSMC established the TSMC Japan 3DIC R&D Center, a subsidiary aimed at developing advanced integrated circuit packaging and testing services, to provide comprehensive solutions to customers utilizing the chipmaker's cutting-edge chips. The subsidiary's clean room facility was inaugurated in June of last year. TSMC's dedication to innovation extends beyond the conventional path of shrinking transistor sizes, as it aims to drive semiconductor technology forward through system-level advancements that enhance computing performance and enable increased functionality. 台積電通過在日本的持續努力表明其對該國的承諾。該公司正在日本熊本建設晶圓廠,計劃於明年進行商業生產。此外,台積電成立了TSMC日本3DIC研發中心,該子公司旨在開發先進的集成電路封裝和測試服務,為使用該公司先進芯片的客戶提供全面的解決方案。該子公司的無塵室設施在去年6月揭幕啟用。台積電對創新的奉獻不僅僅限於傳統的晶體管尺寸縮小路徑,它還旨在通過系統級進展推動半導體技術的發展,提升計算性能並實現功能的增加。Reference article: https://www.taipeitimes.com/News/biz/archives/2023/05/18/2003799976 Powered by Firstory Hosting

通勤學英語
每日英語跟讀 Ep.K582: Nvidia挑戰Intel和AMD,前進超級電腦相關領域

通勤學英語

Play Episode Listen Later Jun 1, 2023 3:59


歡迎留言告訴我們你對這一集的想法: https://open.firstory.me/user/cl81kivnk00dn01wffhwxdg2s/comments 每日英語跟讀 Ep.K582: Nvidia Expands its Presence in Supercomputers, Challenging Intel and AMD Nvidia Corp has recently collaborated with the University of Bristol in the United Kingdom to develop a new supercomputer, putting it in direct competition with Intel Corp and Advanced Micro Devices Inc. Nvidia, known as the leading producer of graphics processing units (GPUs) in the world, is now venturing into the central processing unit (CPU) market. This year, Nvidia introduced its own CPU chip called Grace, based on Arm Ltd technology owned by SoftBank Group Corp. Nvidia公司最近與英國布里斯托大學合作開發了一款新的超級電腦,與Intel和AMD正面對決。Nvidia被譽為全球領先的顯示卡(GPU)製造商,現在正進軍中央處理器(CPU)市場。今年,Nvidia推出了一款名為Grace的自家CPU,該晶片基於軟銀集團旗下的Arm有限公司技術。 Nvidia's GPUs have gained significant popularity due to their ability to accelerate artificial intelligence work. For instance, OpenAI's ChatGPT was developed using thousands of Nvidia GPUs. However, Nvidia's GPUs are typically combined with CPUs, which have long been dominated by Intel and AMD. To expand its market reach, Nvidia has now introduced its own CPU chip called Grace. This move allows Nvidia to directly challenge Intel and AMD's hold on the CPU market. Nvidia的GPU因其加速人工智能工作的能力而受到廣泛歡迎。例如,OpenAI的ChatGPT就是使用了數千個Nvidia的GPU開發的。然而,Nvidia的GPU通常與由Intel和AMD主導已久的CPU相結合。為擴大市場佔比,Nvidia現在推出了自家的CPU晶片Grace。此舉使Nvidia得以直接挑戰Intel和AMD在CPU市場的霸主地位。 At a recent supercomputing conference in Germany, Nvidia announced its collaboration with British researchers and Hewlett Packard Enterprise Co (HPE) to build Isambard 3, a computer solely powered by Nvidia's Grace CPU chips without utilizing any of the company's renowned GPUs. The University of Bristol intends to use the Isambard 3 system for important research in fields such as climate science and drug discovery. Ian Buck, Nvidia's general manager and vice president of accelerated computing, emphasized the system's remarkable performance and energy efficiency. Isambard 3 operates on only 270 kilowatts of power, which is six times more efficient than the university's previous system, Isambard 2. 最近在德國舉行的超級電腦會議上,Nvidia宣布與英國研究人員和慧與科技(HPE)合作建造了名為Isambard 3的電腦,該電腦完全使用Nvidia的Grace CPU,不使用該公司著名的GPU。布里斯托大學打算將Isambard 3系統用於氣候科學和藥物研究等重要研究領域。Nvidia的加速計算總經理兼副總裁Ian Buck在新聞發布會上強調了該系統出色的性能和能源效率。Isambard 3的運行功率只用了270千瓦,比該大學之前的Isambard 2系統高出六倍。 The development of Isambard 3 demonstrates Nvidia's strategic expansion into the supercomputing market, posing a direct challenge to Intel and AMD. By incorporating its own CPU chips into supercomputers, Nvidia aims to offer a comprehensive solution that combines its leading GPUs with emerging CPU technology. This holistic approach has the potential to revolutionize supercomputing, enabling advancements in artificial intelligence, scientific research, and complex simulations. Isambard 3的開發表明了Nvidia在超級電腦領域的戰略性擴張,直接的挑戰了Intel和AMD。通過將自家的CPU整合到超級電腦中,Nvidia旨在提供一種將其領先的GPU與新興的CPU技術相結合的綜合解決方案,這種全面的方案有潛力徹底改變超級電腦領域,推動人工智能、科學研究和複雜模擬等方面的進步。Reference article: https://www.reuters.com/technology/nvidia-chips-away-intel-amd-turf-supercomputers-2023-05-22/ Powered by Firstory Hosting

DH Unplugged
DHUnplugged #647: Resilient!

DH Unplugged

Play Episode Listen Later Mar 29, 2023 60:15


Microsoft Activision deal - back in the spotlight. Bank runs have cooled - but there are still questions. Resilient - yes, that's the word Fed officials will use. Over and over to describe banks. 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 - More Banks - But not to worry - Odds are for RATE CUTS this year starting July - Chili Cook Off - The Results (ask Andrew about the Cocoa) - Crawfish Boil and BBQ this weekend - What is JCD Doing? - Dueling message on Seaweed Blob - Moores law - Coiner - Dies Market Update - Big Bucks pulled from banks - (they have been screwing depositors for years with low rates) - Big banks getting those Big Bucks - Recession odds increased with all of these problems A Moment - Gordon Moore, the Intel Corp. co-founder whose theory on computer-chip development became the yardstick for progress in the electronics industry, has died. He was 94. Bank Notes - Nearly $100 billion in deposits pulled from banks; officials call system 'sound and resilient' - Treasury Secretary Janet Yellen, Federal Reserve Chairman Jerome Powell and more than a dozen other officials convened a special closed meeting of the Financial Stability Oversight Council on Friday. --- "The Council discussed current conditions in the banking sector and noted that while some institutions have come under stress, the U.S. banking system remains sound and resilient," the statement said. - Data released Thursday showed that institutions took a daily average of $116.1 billion of loans from the central bank's discount window, the highest since the financial crisis, and have taken out $53.7 billion from the Bank Term Funding Program. Sunday - Kashkari: “The banking system is resilient, and it's sound,” Kashkari told Margaret Brennan on CBS's “Face the Nation.” “The banking system has a strong capital position and a lot of liquidity and has the full support of the Federal Reserve and other regulators standing behind it. Now, I'm not saying that all of the stresses are behind us, I expect this process will take some time.” Controversial - Big banks, advising smaller banks... - The dynamic has put big banks like JPMorgan and Goldman Sachs in the awkward position of playing multiple roles simultaneously in this crisis. Big banks are advising smaller ones while participating in steps to renew confidence in the system and prop up ailing lenders like First Republic, all while gaining billions of dollars in deposits and being in the position of potentially bidding on assets as they come up for sale. New Programs - Because Banks are Sound - US authorities are considering expanding an emergency lending facility for banks in ways that would give First Republic Bank more time to shore up its balance sheet, according to people with knowledge of the situation. - AND YET - "I think this is more of a Bear Stearns moment. I think a lot of people, including me, said when they bailed out Bear Stearns, they increased moral hazard. They created an expectation of further bailouts," former FDIC Chair Sheila Bair said Friday - "[The government is] trying to imply that all uninsured are protected, which they don't have legal authority to do, frankly, and this is putting pressure on community banks," she said. "It's really troubling." First Citizens Buys Silicon Valley bank - SWEETHEART DEAL - First Citizens BancShares is acquiring $72 billion in SVB assets at a discount of $16.5 billion - But even after the deal closes, the FDIC remains on the hook to dispose of the majority of remaining SVB assets, about $90 billion, which are being kept in receivership. - And the FDIC agreed to an eight-year loss-sharing deal on commercial loans F...

Stephanomics
America's Coming Demographic Crisis Is Bad News for Employers

Stephanomics

Play Episode Listen Later Jan 26, 2023 35:44


We all might one day be replaced by robots or ChatGPT. But for now, businesses still need humans to make computer chips or staff daycare centers. Problem is, too few workers in the US are actually working and too few people are having babies. That's a major concern for American industry, policymakers, and most immediately, tech giant Intel Corp. The company is trying to find 7,000 people in central Ohio to build its new semiconductor facilities and 3,000 more to staff them.On this, the season's final episode of Stephanomics, we dig into the super-tight US labor market, which is expected to get even tighter as more of the nation's skilled workers retire. First, senior reporter Shawn Donnan visits Licking County, Ohio, future home to a $20 billion chip plant that will pay workers an average annual salary of $135,000. The Biden administration hopes Intel's project sparks a wave of manufacturing projects in strategic industries like semiconductors and electric vehicles. Then reporter Ben Steverman offers some insight into the roughly 2.6 million US workers who've gone missing since the pandemic began. A recent study by Harvard University economist Raj Chetty suggests many of them waited tables, cut hair and staffed gyms in relatively affluent neighborhoods. When these wealthy residents slashed their spending and stayed home as Covid-19 bore down, it created a wave of business closures and job losses. Many of those workers, Steverman explains, never returned. Meanwhile the nation's working-age population is growing at its slowest pace since 1960, and total population actually dropped in at least 24 states, including Ohio. Host Stephanie Flanders follows up on America's demographic challenges with University of Maryland economist Melissa Kearney, also director of the Aspen Economic Strategy Group. The US birth rate, at just under 1.7 children per woman, is well below the so-called replacement rate of 2.1, and the share of working-age adults who are actually working is falling, says Kearney.   Long term, fewer workers means fewer ideas and less specialization, she warns, all of which could mean lower income and living standards in the US and globally. See omnystudio.com/listener for privacy information.