Podcasts about Iren

Charlie and Will break down the crash of Michael Saylor's STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google's massive $80B equity raise for AI, and why Joe Wiesenthal calls this the coldest crypto winter ever. Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN's massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Saylor's STRC credit dropped 5% to $94. * IREN's total power pipeline exceeds 5GW. * Zcash Orchard pool holds 4.5M locked tokens. Timestamps: 00:00 Start 02:07 STRC down bad 05:03 IREN back to the AUS 13:37 Zcash bug with Janusz 28:20 Google upsizes deal 31:50 Jeff Park tweet 41:15 Joe Weisenthal thread 46:56 ERCOT & 4CP Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

Anthropic has filed for an IPO and Strategy finally sold bitcoin for the first time since 2022. Welcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos' Francis Corvino joins to give his take on whether Strategy is losing favor as Strive makes inroads with BTC treasury investors. We also welcome DMG's Sheldon Bennett and Steve Eliscu to discuss DMG's flagship, 50 MW AI data center in BC, Canada. And to finish the show, we touch on IREN's new $3.65B GPU finance deal and a new executive order in Utah to regulate the roll out of AI data centers in the state.  Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

Donald Trump dijo en mayo "salid y comprad Dell". Quien le hizo caso lleva un +57% en 5 días. Esto es lo que ha pasado esta semana en los mercados, y por qué casi nadie lo está contando entero. Mercado en máximos, novena semana seguida subiendo (la racha más larga desde 2023) y la codicia mandando. Mientras tanto, Michael Burry avisa de que "huele a 1999". Repasamos el caso Dell de principio a fin, el acuerdo de 1.600M con IREN, el cohete de Micron, el nuevo club del billón de dólares, qué pasa con el value investing y la sangría del sector espacial tras la explosión de Blue Origin. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════ #Dell #Trump #ResumenDeMercado #Bolsa #LocoDeWallStreet

Robinhood now allows AI to trade for you, and IREN just purchased $1.6 billion worth of GPUs for AI workloads. Welcome back to The Blockspace Podcast! Today, Asher Genoot, CEO of Hut 8 joins us to talk about the company's $9.8 billion deal for its Beacon Point AI data center in Texas. For news, we cover Robinhood launching access for AI trading agents, IREN's $1.6B Dell Blackwell purchase, hardware rollout, Core 42's $500M financing, and Mara's rising executive security expenses. Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

The Hot Options Report: House Stock Disclosures, Micron's Run, & Huge Tech Volume Welcome to The Hot Options Report for Wednesday, May 27, 2026! Today, Mark Longo breaks down a fascinating "House Nay Scan"—shining a light on the top stock sales disclosed by U.S. Representatives over the last seven days, including trades from New Jersey and California. Then, we dive deep into the top 10 most active options chains of the day. From newcomer next-gen data center operator IREN to the staggering 0DTE options volume in Meta, Apple, Tesla, and Nvidia, we explore whether paper was buying or selling the massive moves. Plus, we check in on Micron's ($MU$) absolutely explosive rally toward the $1,000 strike. To check out all 22 disclosed Congressional trades and explore the rest of today's scans, head over to TheHotOptionsReport.com to kick the tires and light the fires!

Brief SummaryBitcoin is trading around $75.5K this morning after sliding toward key $75K support.Ethereum is below $2,100 and remains weaker than Bitcoin on a relative basis.Bitcoin has fallen to 13th among global assets, with capital rotating toward AI, semiconductors, gold, and other non-crypto trades.Traders are moving defensively into stablecoins, with USDT and USDC dominance rising.SoFi launched SoFiUSD to nearly 15 million members, making it one of the first U.S. national banks to offer a stablecoin directly inside a banking app.A large holder reportedly sold about $1.29 billion worth of BlackRock's Bitcoin ETF in a dark-pool trade.IREN signed a $1.6 billion Dell agreement to expand AI cloud infrastructure, showing how crypto infrastructure companies are chasing AI demand.Coinbase's Base launched Base MCP, allowing AI tools like ChatGPT, Claude, and Cursor to interact with wallets and DeFi apps.Crypto PACs spent about $9 million in Texas and scored wins in both parties.The U.K. sanctioned HTX and Russia-linked crypto networks as part of a broader crackdown on sanctions evasion.Singapore charged former Hodlnaut CEO Zhu Juntao with six fraud counts tied to TerraUSD exposure claims.OpenZeppelin's CEO warned that AI coding agents have made DeFi increasingly unsafe because attackers can find vulnerabilities faster than defenders can patch them.XRP remains range-bound near $1.32 to $1.33 after a failed breakout.The stablecoin market remains above $300 billion and is becoming one of the biggest battlegrounds between banks, fintechs, crypto exchanges, and regulators. Hosted on Acast. See acast.com/privacy for more information.

SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.

Alissa Coram and Ken Shreve walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Semana absolutamente brutal en los mercados. Nvidia vuelve a romper expectativas, SpaceX prepara una de las IPO más importantes de la historia y los hedge funds empiezan a moverse de forma muy agresiva en el sector IA. En este Resumen Semanal analizamos: • Nvidia y sus resultados históricos • Leopold Aschenbrenner apostando contra semiconductores • IREN y el cuello de botella energético de la IA • SpaceX y la nueva fiebre espacial • ASTS y el calentón del sector aeroespacial • Mercado Libre y la caída de costes logísticos • Irán, petróleo y el impacto macro en los mercados • Buffett acumulando más de 400.000 millones en caja Además repasamos qué está pasando realmente con la euforia en Wall Street, la concentración tecnológica y por qué el mercado sigue ignorando muchos riesgos. Suscríbete para más análisis de bolsa, inversión y mercados financieros. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #Nvidia #SpaceX #IREN #ASTS #Bolsa #WallStreet #Bitcoin #MercadoLibre #IA #Inversion #Stocks #Tesla #Nasdaq #SP500 #Trading ══════════════

Iran wants tankers to pay for maritime insurance in BTC with its Hormuz Safe program, and the Prime Trust estate is suing Swan to claw back nearly $1B in assets. Welcome back to The Blockspace Podcast! Today, we cover the bombshell news that Iran is now accepting bitcoin for maritime insurance for tankers trapped in the Strait of Hormuz. Francis Corvino of Lygos Finance joins us to talk about why he believes this is the greatest threat to the Bitcoin network yet, plus his takes on STRC, SATA, and “digital credit.”. We also break down the lawsuit where the Prime Trust Bankruptcy Trust is seeking to claw back nearly $1 billion from Swan Bitcoin, as well as similar clawbacks from Circle, Strike parent company Zap, and Huobi. We also look into the public backlash surrounding a proposed 9-gigawatt data center in Utah, IREN's acquisition of Awaken Media, and Hive's 320 MW AI data center in Canada.

Buffett ha liquidado Visa, Mastercard y Domino's. El PE de Shiller está a menos del 5% de superar la burbuja puntocom. Y aquí, oficialmente, no pasa nada. Resumen semanal del 16 de mayo de 2026. Repasamos los 13F del trimestre (Berkshire, Druckenmiller, Ackman, Pat Dorsey, Howard Marks), la operación financiera del año — IREN colocando 3.000 millones al 1% — y las grietas que empiezan a abrirse en la economía real mientras Wall Street toca máximos históricos. CAPÍTULOS Actualidad y macro - Sentimiento, PE de Shiller y el +20% tech en 4 semanas que solo se ha visto en 1929 y 2000 - SpaceX a bolsa: ticker $SPCX, debut previsto 12 de junio - Trump y China: el viaje, Taiwán y los H200 de Nvidia - Bonos del Tesoro a 30 años al 5%, primera vez desde 2007 - Morosidad récord en tarjetas, préstamos estudiantiles y de coche - S&P 500 en máximos vs consumer sentiment en mínimos históricos - Costco huele la recesión antes que los economistas Los 13F del Q1 2026 - Berkshire: Buffett liquida Visa, Mastercard, Domino's, UnitedHealth y carga Google (+204%) - Druckenmiller: fuera de Alphabet, entrada masiva en YPF, Roku, Broadcom y STM - Bill Ackman: Microsoft pasa a ser "core holding" de Pershing Square - Pat Dorsey: posición del 10% en AppLovin - Howard Marks (Oaktree): rotación a TORM, Expand Energy y Petrobras - Top 10 compras consensuadas del trimestre Acciones bajo el radar - Ondas Holding: ingresos +1.000% YoY y alianza con Palantir - IREN: 3.000 millones en convertibles al 1,96% efectivo — más barato que el gobierno de EEUU - HIMS: ingresos +1.400% desde 2020, acción prácticamente plana - AST SpaceMobile: Trump compra acciones y JV de AT&T, T-Mobile y Verizon - Lululemon: revenue +300%, cotización -2% - Constellation Software: segundo mayor trimestre de M&A de su historia - Watches of Switzerland: USA +24% y la acción sube un 13% - Top 10 mineras de cobre: quién ha cumplido y quién no ÍNDICE 00:00 - Superinversores y mercado en máximos 02:14 - La burbuja de las grandes IPO 03:38 - Trump, China y bonos al 5% 08:06 - Buffett, Druckenmiller y Ackman 14:33 - Ondas Holdings 18:30 - IREN: resultados, NVIDIA y expansión 25:20 - HIMS: caída, GLP-1 y nueva tesis 29:14 - ASTS: acuerdos, satélites y ejecución 31:13 - Resultados y materias primas 34:48 - Cierre ══════════════ Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. ══════════════

AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering. Welcome back to The Blockspace Podcast! Today for news, we cover IREN's new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump's Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8's proposed 500 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME's new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet.  

AI infrastructure is evolving faster than ever, and this week's biggest tech stories could reshape the future of cloud, compute, and enterprise IT. This week on the Tech Field Day News Rundown, Tom Hollingsworth and Alastair Cooke disucss Mirantis being acquired by IREN to accelerate open AI infrastructure, Lumen's acquisition of Alkira to modernize hybrid networking, and Red Hat's push toward AI-driven automation across RHEL and Lightspeed.They also discuss Anthropic's massive SpaceX compute deal powered by over 220,000 NVIDIA GPUs, Apple's reported shift toward Intel manufacturing for select chips, China's new neutral atom quantum computer, and Span's ambitious plan to turn neighborhoods into distributed AI data centers. From enterprise AI and cloud networking to quantum computing and next-generation infrastructure, this episode covers the biggest trends shaping the future of technology.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke.Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown 1:21 - Mirantis Has Been Acquired by IREN4:21 - Lumen to Acquire Alkira7:47 - Red Hat Embraces MCP to Drive AI Agents for IT Operations Automation in RHEL12:31 - Anthropic Secures Massive Compute Deal with SpaceX, Expands Toward Orbital AI Infrastructure16:16 - Intel to Manufacture Apple Chips in New Supply Chain Shift, Report Says19:47 - China Unveils Hanyuan-2, First Dual-Core Neutral Atom Quantum Computer23:16 - NVIDIA and Span Turn Suburbs Into Distributed AI Data Centers With Backyard Compute Nodes31:11 - The Weeks Ahead 33:01 - Thanks for Watching the Tech Field Day News RundownGuest Host: ⁠⁠⁠⁠⁠Vincent Celindro⁠, Director of Strategic Sales and Technology, Quantum Foundry Follow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

IREN is planning a $2.3B convertible note offering to scale its AI line and DeFi degens are starting to trade STRC. Welcome back to The Blockspace Podcast! Today, Jay Patel, CEO of Lygos Finance, joins us to talk about the emerging trend of Strategy's STRC derivatives in DeFi. We also break down IREN's new $2.3B convertible notes offering, BitGo CEO Mike Belshe's take on quantum computing threats and Project 11's new research paper on the topic, KEEL's Q1 2026 results, and why Morgan Stanley's Bitcoin ETF saw zero outflows in its first month.

2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier. Micron & Sandisk to the Moon. Anthropic will 50 Mrd. $. CoreWeave gibt mehr aus. NVIDIA x IREN. Akamai steigt. Intel gewinnt Apple. Cloudflare crasht trotz solider Zahlen. Hubspot auch. Rheinmetall fällt nach Analysten-Abwertung. Moderna steigt wegen Hantavirus. BlackBerry (WKN: A1W2YK) ist zurück. Nicht mit Handys, sondern mit Auto-Software in 275 Mio. Fahrzeugen. Dazu Robotik mit NVIDIA. Erstmals seit 2011 vier profitable Quartale in Folge. Aber wie nachhaltig ist das? IPO-Welle rollt an. Dunkin-Donuts-Eigentümer Inspire Brands will für 20 Mrd. $ an die Börse. Quantencomputer-Firma Quantinuum ebenfalls. Lime plant IPO für 2 Mrd. $. Cerebras hebt Preisspanne auf 30 Mrd. $ an. Diesen Podcast vom 11.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hoy comentamos la apuesta de Qualcomm por un futuro posmóvil dominado por agentes, la locura inversora alrededor de Cerebras, la compra de Mirantis por IREN para convertir GPUs en infraestructura usable, el aviso de Experian sobre el papel de la IA en el 40% de las brechas de datos de 2025 y el cometa C/2025 R3 PANSTARRS, que nos regala un poco de perspectiva cósmica.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

• The S&P500 and Nasdaq booked fresh record intra-day and closing highs to cap another strong week as chip stocks soared and investors digested stronger-than-expected jobs data – Dow inched +12-points or +0.02% higher. Salesforce Inc -2.43% Nvidia Corp +1.75% following news after the close of the previous session of a strategic partnership with data centre operator IREN Ltd (+7.65%) to accelerate the deployment of large-scale AI infrastructure, including a potential investment of up to US$2.1B in IREN. "AI factories are becoming foundational infrastructure for the global economy," said Nvidia founder and Chief Executive Officer (CEO) Jensen Huang.

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans. Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN's roadmap to 5 GW and their new Nvidia partnership, Hut 8's $9.8B contract with an undisclosed hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos' co-founder Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor's April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR.

Secret Space Program Survivor Speaks Out -

Iren is humming and Boyle reads a story of bodily fluids.

US equity futures are pointing to a higher open today, following a lower close on Thursday. Asian equity markets ended broadly lower. European markets have opened lower as well. Market sentiment has been hit by another exchange of fire between the US and Iran in the Strait of Hormuz, but volatility has ebbed. Markets are pricing in the agreement that ends hostilities, though the road is expected to remain bumpy.Companies mentioned: IREN, Nvidia, Marsh, Anthropic

We've been saying one of the big strategics was going to move on a scaled independent agency. It's happening.Christian and Ayelet are back for Deal Review Friday with breaking news on an imminent Accenture acquisition, two lower middle market deals that tell you exactly what the current M&A environment looks like, and what all of this means for the scaled independents that were planning to go to market in 2027 or 2028.The dam is breaking. Here's what you need to know.⏱️ TIMESTAMPS0:00 — Cinco de Mayo, Salsify's Digital Shelf Summit, and puppies1:53 —

 A dividend strategy in retirement? Anything’s possible at Revere, but what REALLY matters is your aversion to risk – and more importantly, your sell discipline. The shop digs into this week’s new highs in the S&P500 along with a quick review of gold, silver, & bitcoin gains before diving into record-level ATR extensions on semiconductors at SOX and INTL, big gains on compute earnings at CIFR, and a few key surprises in the cybersecurity sector that led to some large moves over at CIBR and FTNT. In this video for educational purposes only, Dan Stewart, Ted Zhang, Connor Bates, Todd Thomas, & Jackson Neidich host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 0:00 – Opening Bell 05:00 – Mailbag: Turbotection Kicks A**! 09:15 – This Week in the Markets 14:15 – Reviewing Gold, Silver, & Bitcoin Gains 16:30 – Record-Level ATR Extensions on Semiconductors – SOX, INTL, AMD 22:00 – Making Gains on Compute Earnings – CIFR, IREN, WULF 27:45 – Big Surprises In Cybersecurity – FTNT, CIBR, TWLO The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post IS THE RALLY OVER? ALL-TIME HIGHS VS NEW FED LEADERSHIP | Your Money Podcast Ep. 590 appeared first on Revere Asset Management.

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.נושאים :1. עדכון מדדים2. ⁠הדוח של IRENנתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לקבלת הצעה לפתיחת חשבון מסחר לחץ כאן:https://www.guynatan.com/broker-comparison⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/לאתר שלי:https://www.guynatan.com/אין לראות באמור לעיל משום ייעוץ השקעות, המלצה או חוות דעת באשר לכדאיות השקעה במוצרים פיננסיים מכל מין וסוג שהם לרבות ניירות ערך, יחידות השתתפות ו/או כל נכס נדל"ן ו/או פיננסי אחר. אין באמור לעיל התחייבות של הנאמר בפודקאסט להשגת תשואה כלשהי. הנתונים המופיעים בפודקאסט בהתאם הנם בהתאם לסקרים שהחברה ביצעה ואינם מהווים כל המלצה להשקעה. הנתונים המופיעים בפודקאסט זה נועדו להמחשה בלבד, ומתבססים על פרמטרים שונים שעלולים להשתנות בכל עת. כל התכנים הכלולים בפודקאסט זה, אין בהם משום המלצה או חוות דעת ולא נועדו לספק אלא מידע כללי ואמצעי התרשמות בלבד. אין להשתמש בפודקאסט ללא אישור כתוב מראש של החברה. המחייב את החברה הנו חוזה חתום ע"י מורשה חתימה מטעמה בלבד. ט.ל.ח.

Hoy hablamos de la ronda mastodóntica que estudia Anthropic, del salto de Firefox al detectar 423 bugs con ayuda de IA, de los 5 GW de infraestructura que preparan Nvidia e IREN, del frenazo regulatorio de la UE para no ahogar su industria, y de los nuevos modelos de voz en tiempo real de OpenAI que apuntan a una interfaz cada vez más conversacional.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source. US President Trump is optimistic about the Iran framework, and that the timeframe is one week, Fox reported. US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.US President Trump's reversal on his plan to help ships go through the Strait of Hormuz came after Saudi Arabia suspended the US's ability to use its bases and airspace to carry out Project Freedom, according to NBC, citing US officials.European equity futures are indicative of a quiet open with the Euro Stoxx 50 future +0.1% after cash closed +2.5% on Wednesday.Looking ahead, highlights include German Factory Orders (Mar), French Balance of Trade (Mar), US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, Norges Bank/Riksbank/CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs de Guindos, Elderson, Schnabel, Lane, BoEʼs Lombardelli, Mann, Taylor, Fedʼs Hammack, Williams, Kashkari, Norges Bankʼs Bache, Riksbankʼs Thedeen. Supply from Spain, France. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's & ShellRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Al Arabiya reported that "the coming hours will witness a breakthrough for the situation of the ships stuck in the strait", spurring pressure in the crude complex.Iran is expected to provide its reply to the US proposal for ending the war to mediators on Thursday, according to CNN, citing a regional source.US President Trump could turn to military action without an agreement with Iran ahead of the China trip, according to Axios, citing US officials.European and US equity futures are modestly firmer; ARM -6.5% post-earnings.DXY downbeat as positive geopolitical headlines pressure crude; Antipodeans lead whilst the JPY lags vs peers.Fixed benchmark made new WTD highs amidst geopolitical optimism, but now off best levels.Looking ahead, highlights include US Challenger Job Layoffs (Apr), US Jobless Claims (May 2), Atlanta Fed GDP, CNB/Banxico Policy Announcement (May), CBR Minutes (May), UK Local Elections. Speakers include ECBʼs Elderson, Schnabel, Lane, BoEʼs Mann, Taylor, Fedʼs Hammack, Williams, Kashkari. Earnings from CoreWeave, IREN, Coinbase, Cloudflare, DraftKings, ACM Research, Datadog, McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.נושאים :1. אשמח שתדרגו את הפודקאסט 2. ⁠הדוח של CIFR וההודעה של IREN 3. ⁠שתי מסקנות עיקריות : זמן בשוק לעומת תזמון השוק ומתי נכון להגדיר אלוקציה 4. ⁠ההבנה שכל משקיע צריך לדעת לקבל על עצמו שהוא נמצא בעולם הזה 5. ⁠איך אני פועל בתקופה הנוכחית בכלל ולפני הדוחות של IREN בפרטנתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לקבלת הצעה לפתיחת חשבון מסחר לחץ כאן:https://www.guynatan.com/broker-comparison⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/לאתר שלי:https://www.guynatan.com/אין לראות באמור לעיל משום ייעוץ השקעות, המלצה או חוות דעת באשר לכדאיות השקעה במוצרים פיננסיים מכל מין וסוג שהם לרבות ניירות ערך, יחידות השתתפות ו/או כל נכס נדל"ן ו/או פיננסי אחר. אין באמור לעיל התחייבות של הנאמר בפודקאסט להשגת תשואה כלשהי. הנתונים המופיעים בפודקאסט בהתאם הנם בהתאם לסקרים שהחברה ביצעה ואינם מהווים כל המלצה להשקעה. הנתונים המופיעים בפודקאסט זה נועדו להמחשה בלבד, ומתבססים על פרמטרים שונים שעלולים להשתנות בכל עת. כל התכנים הכלולים בפודקאסט זה, אין בהם משום המלצה או חוות דעת ולא נועדו לספק אלא מידע כללי ואמצעי התרשמות בלבד. אין להשתמש בפודקאסט ללא אישור כתוב מראש של החברה. המחייב את החברה הנו חוזה חתום ע"י מורשה חתימה מטעמה בלבד. ט.ל.ח.

Rekordjagd an der Wall Street: Der S&P 500 und der NASDAQ 100 eilen von Hoch zu Hoch – und ein Ende scheint nicht in Sicht. Starke Unternehmenszahlen, ein explodierender KI-Boom und massive Investitionen treiben die Märkte möglicherweise weiter an. Warum das erst der Anfang sein könnte und weshalb die aktuelle Rally aus seiner Sicht nichts mit der Dotcom-Blase gemein hat – das erklärt Alfred Maydorn im Gespräch. Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

Most GPs walk into LP meetings ready to prove they have access to the best deals. Iren Reznikov, Partner at Vintage Investment Partners, barely cares. In this episode, Iren breaks down what sophisticated LPs actually underwrite, how Vintage's three-strategy flywheel creates an information edge across fund of funds, direct, and secondaries, and what the Anthropic cybersecurity move really means for investors in that sector.Vintage manages $4.5B across 23 years of venture investing across the US, Europe, and Israel. This is a masterclass in how the best capital allocators think.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about -- Why access is table stakes — sophisticated LPs underwrite picking discipline, not just deal flow- The three-strategy flywheel — how fund of funds, direct, and secondaries compound into one information edge- AI-native teams, not just products — founders who don't rebuild their orgs for AI won't compete- Anthropic and the cybersecurity supercycle — cyber wins in up markets and down markets- Size is the enemy of returns — why a $4.5B platform still refuses to raise large vehiclesTimestamps:(00:00) - Preview(00:45) - Introduction to Iren Reznikov and Vintage Investment Partners(02:18) - What makes a fund stand out in the first 10 minutes?(03:01) - The importance of a consistent, durable strategy and a manager's "right to win"(05:38) - Biggest misconceptions GPs have about what LPs actually care about(06:21) - Why disciplined decision-making matters more than just access(08:26) - Access is table stakes; picking and winning capabilities are the real differentiators(09:48) - The evolution of VC value creation and its strategic importance(12:23) - How Vintage's three-strategy flywheel (Fund of Funds, Directs, Secondaries) creates an information edge(14:50) - The power of data and "business karma" in long-term investing(16:48) - How the investment committee handles disagreements and makes decisions(17:42) - The role of partner conviction and fundamentally proof-testing assumptions(19:30) - Balancing allocations between existing and new fund managers(22:26) - Differentiating a "double-down" manager from a solid performer(23:18) - Key indicators for doubling down: consistency, grit, and genuine founder relationships(26:30) - Where is the biggest edge today: fund investing or direct deals?(27:45) - The edge in direct investing: AI-native teams and founders willing to completely rebuild(30:45) - Leveraging an information edge in the burgeoning secondary market(31:41) - How founders and VCs should approach liquidity and secondaries today(34:45) - The impact of Anthropic's move into cybersecurity on the market(36:45) - Why cybersecurity budgets remain robust in all market conditions(38:38) - The convergence of the CIO and CISO roles driven by AI(40:35) - The market bifurcation between large multi-stage platforms and smaller specialized funds(42:05) - A founder's perspective: The importance of people over brand on a cap table(44:58) - How a Fund of Funds allocates capital when established funds raise mega-funds(46:20) - Vintage's disciplined approach to fund size and manager re-ups(49:25) - Managing the extended lifecycle and DPI in a Fund of Funds model(50:45) - Strategies for accelerating DPI: smaller fund vehicles and backing top-performing managers(54:00) - The ideal fund size for VCs that Vintage backs(55:14) - Start of the Rapid Fire Round(55:53) - Where to follow Vintage and Iren ReznikovLinks:Vintage Investment Partners - https://vintage-ip.com/Connect with Iren Reznikov - https://www.linkedin.com/in/iren-reznikov/Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠VC10X website - ⁠https://vc10x.com#VentureCapital #FundOfFunds

Wer hat das tollste Smartphone und die krassesten Handyvideos? Wer ist bei TikTok und wie viele Likes und Kommentare muss man haben, um als beliebt zu gelten? Welche Gefahren sind mit Cybergrooming oder Cybermobbing verbunden. Familien haben es nicht leicht. Durchorganisierter Alltag, volle Terminkalender, Stress im Berufsleben und nicht selten das Management von Patchwork-Beziehungen. Es geht um gute Bildung für die Kinder, gesunde Ernährung und sicheres Verhalten im Straßenverkehr – und es geht eben immer auch um die Mediennutzung. Wie viel Bildschirmzeit ist in welchem Alter in Ordnung und woran erkenne ich, wann es zuviel ist? Über dieses Thema, welches uns wohl Alle betrifft, sprechen wir heute mit Dr. Iren Schulz.

✔️ Someone is smashing every little rally in BTC✔️ Realized Cap for NEW whales has gone VERTICAL.✔️ Momentum turned positive. We have already seen the worst.✔️ The first macro cycle since 2020 may finally be starting.✔️ IREN will eventually sunset the Bitcoin mining business✔️ Block publishes proof of reserves✔️ They're literally telling us the Clarity Act is going to pass✔️ Tim Draper says it's now irresponsible for companies to not hold bitcoin.✔️ Bitcoin Conference 2026✔️ Even saylor has gone full shitcoiner with promoting anything✔️ Dude mines bitcoin before it existed✔️ Wall of Bitcoin Guitars✔️ People with FreeSamourai signs being escorted out of the conference✔️ Sources:► https://x.com/ansellindner/status/2048778412295160053► https://x.com/jameseastonuk/status/2049081191416893443► https://x.com/snz_btc/status/2049123826613489666► https://x.com/techdev_52/status/2048867029860466832► https://x.com/bitcoinnewscom/status/2048846896983322832► https://x.com/bitcoinnewscom/status/2048820670692544920► https://x.com/KalshiTrade/status/2048863286020411745► https://x.com/coinbureau/status/2048964168334623124► https://x.com/bitcoinmagazine/status/2048835376849301656► https://x.com/hodlmagoo/status/2048908472146645348► https://x.com/pledditor/status/2049113694827585826► https://x.com/cryptocloaks/status/2048890127368564999► https://x.com/thebitcoinconf/status/2049202661082501353► https://x.com/bitcoinvoter/status/2048829035719888933► https://x.com/rstormsf/status/2049157683916464278► https://x.com/leamuirleyn/status/2048820219083423949► https://x.com/master_of_coin/status/2048872520691200110► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

The Covenant Nation ICPMLWBy Apostle Emmanuel Iren16th April 2026

Why this CEO sees bitcoin hitting $50M by 2041. On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by White House Executive Director of the President's Council of Advisors on Digital Assets Patrick Witt for the latest on the Clarity Act and why stablecoin yield poses limited risk to banks. EMJX CEO Eric Jackson explains his Gen 2 digital asset treasury strategy and makes the case for $50 million Bitcoin by 2041. Plus, Morgan Stanley Managing Director and Head of Digital Asset Strategy Amy Oldenburg discusses the firm's spot Bitcoin ETF launch and its expanding crypto product suite. - Timecodes: 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead - This episode was hosted by Jennifer Sanasie.

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.נושאים :1. המגמה ההופכית של IREN ביחס לכל הסקטור.2. שיחות עם לבנון3. השוק מגיב לידיעות ולא לפונדומנטל4. דולר שקל - מה צריך לדעת5. כניסה לMSFTנתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לקבלת הצעה לפתיחת חשבון מסחר לחץ כאן:https://www.guynatan.com/broker-comparison⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/לאתר שלי:https://www.guynatan.com/אין לראות באמור לעיל משום ייעוץ השקעות, המלצה או חוות דעת באשר לכדאיות השקעה במוצרים פיננסיים מכל מין וסוג שהם לרבות ניירות ערך, יחידות השתתפות ו/או כל נכס נדל"ן ו/או פיננסי אחר. אין באמור לעיל התחייבות של הנאמר בפודקאסט להשגת תשואה כלשהי. הנתונים המופיעים בפודקאסט בהתאם הנם בהתאם לסקרים שהחברה ביצעה ואינם מהווים כל המלצה להשקעה. הנתונים המופיעים בפודקאסט זה נועדו להמחשה בלבד, ומתבססים על פרמטרים שונים שעלולים להשתנות בכל עת. כל התכנים הכלולים בפודקאסט זה, אין בהם משום המלצה או חוות דעת ולא נועדו לספק אלא מידע כללי ואמצעי התרשמות בלבד. אין להשתמש בפודקאסט ללא אישור כתוב מראש של החברה. המחייב את החברה הנו חוזה חתום ע"י מורשה חתימה מטעמה בלבד. ט.ל.ח

Rassegna stampa economico-finanziaria del 24 Marzo 2026, strutturata per macro-temi e basata sulle principali testate giornalistiche nazionali.Investimenti e MercatiTestate: Il Sole 24 Ore / Milano Finanza / Il Messaggero / Corriere della Sera / La Repubblica * Rimbalzo Borse e Volatilità: I mercati hanno reagito positivamente all'annuncio di Donald Trump su una tregua di 5 giorni negli attacchi Usa in Iran e spiragli di dialogo.   * Milano (FTSE MIB): Chiusura a +0,81% (43.189,80 punti), dopo aver oscillato tra un minimo di -2,7% e un massimo di +2,6%.   * Francoforte (DAX): +1,22%.   * Wall Street: Dow Jones +1,38%, Nasdaq +1,38%.   * Spread BTP-Bund: Forte oscillazione: toccato il picco di 101 punti per poi rientrare a 88-89 punti base.   * Oro: In calo del 2,5% a 4.379 $ l'oncia, dopo minimi intraday a 4.100 $. * Commercio Internazionale UE-Mercosur: La Commissione Europea ha annunciato l'applicazione provvisoria dell'accordo commerciale dal 1° maggio 2026. L'intesa coinvolge oltre 700 milioni di persone e circa il 25% del PIL mondiale. * Export Farmaceutico Italiano: Nel 2025 le esportazioni hanno raggiunto i 70 miliardi di euro (+28,5%), trainate da Toscana, Abruzzo e Lazio. A gennaio 2026 la crescita prosegue con un +5,9% su base annua. * Mini-bond: Recupero del settore nel 2025 con 214 emissioni per un controvalore di 2 miliardi di euro (+32%).Industria e MediaTestate: Milano Finanza / Il Sole 24 Ore / Corriere della Sera / La Repubblica / Italia Oggi * Operazione Poste-Tim: Poste Italiane ha lanciato un'OPAS totalitaria su Tim da 10,8 miliardi di euro.   * Offerta: 0,167 € in contanti + 0,0218 azioni Poste per ogni titolo Tim, con una valorizzazione di 0,635 € per azione (premio del 9,01% sulla chiusura del 20 marzo).   * Target: Delisting di Tim e creazione di un polo da 27 miliardi di ricavi e 150.000 dipendenti.   * Sinergie: Stimate in 4,5 miliardi di euro. * Cessione Gruppo GEDI: Exor ha venduto il 100% di Gedi (inclusa la Repubblica e le radio) al gruppo greco Antenna Group per una cifra stimata tra 100 e 110 milioni di euro. Mirja Cartia d'Asero è la nuova AD. Restano escluse La Stampa (verso Gruppo SAE) e Stardust. * Ex Ilva (Jindal): I commissari hanno concesso una settimana aggiuntiva a Jindal per integrare il piano industriale; l'offerta prevederebbe la cessione di Cornigliano per concentrarsi su Taranto, con investimenti valutati in 1,5 miliardi di euro. * Leonardo: Avviata la cessione del 30% della joint venture cinese CNBM Aerostructures; contestualmente il gruppo sale al 100% di Gem Elettronica.Fisco e NormativaTestate: Il Sole 24 Ore / Italia Oggi * Enti del Terzo Settore (ETS): Introdotte semplificazioni per i bilanci degli enti con entrate inferiori a 60.000 euro, che potranno utilizzare un modello di rendiconto per cassa in forma aggregata. * Affitti Brevi: Il Fisco avvia l'incrocio dei dati con le Questure per potenziare i controlli sulla regolarità delle locazioni turistiche. * Cassazione e Superbonus: Una sentenza stabilisce che, in caso di truffa, la confisca per equivalente può estendersi anche a immobili estranei alla frode. * Recupero ICI: Nuove regole per le dichiarazioni degli enti non commerciali; le dichiarazioni tardive devono essere presentate con un ritardo non superiore a 90 giorni.Banche e CreditoTestate: Milano Finanza / Il Sole 24 Ore / Il Messaggero / Il Giornale * Mps (Monte dei Paschi di Siena): Alta tensione nel CdA sulla figura dell'AD Luigi Lovaglio dopo la presentazione di una lista concorrente dalla famiglia Tortora (11,2% del capitale).Il CdA valuta il ritiro delle deleghe o il licenziamento per giusta causa, ipotizzando Fabrizio Palermo come successore. * Banco BPM: Crédit Agricole (titolare del 20,73%) ha depositato una lista di 7 candidati per il CdA guidata da Domenico Siniscalco, confermando però il sostegno all'attuale AD Giuseppe Castagna. * Depositi Dormienti: BDM Banca e Cassa di Risparmio di Orvieto comunicano che i rapporti "dormienti" al 31/12/2025 saranno estinti e i saldi riversati al fondo apposito entro il 31/05/2026.Energia e AmbienteTestate: Corriere della Sera / Il Messaggero / Milano Finanza / Italia Oggi * Prezzi Energetici: Crollo del petrolio Brent del 9,8%-11% (circa 100-101 $ al barile) e del gas TTF ad Amsterdam (-5,4% a 56 €/MWh) in seguito alle notizie di de-escalation in Medio Oriente. * Investimenti Rinnovabili: Iren apre a nuovi soci per impianti da 200 MW. * Bonus Bollette Enel: Sconto per due mesi sulla componente energia per famiglie con ISEE fino a 25.000 € che sottoscrivono il contratto entro il 31 maggio. Executive Takeaway (Insight per C-suite) * Stabilizzazione Macroeconomica: La possibile tregua in Medio Oriente offre una finestra temporale di 5 giorni che ha già ridotto la pressione sui costi energetici (Brent a 100$). Monitorare attentamente il 9 aprile come potenziale "data obiettivo" per il cessate il fuoco. * Consolidamento Infrastrutturale Strategico: L'operazione Poste-Tim segna il ritorno del controllo pubblico su reti critiche. Per le imprese, questo promette un'accelerazione della digitalizzazione nazionale (Cloud, 5G, AI) gestita da un operatore integrato da 27 mld di ricavi. * Opportunità di M&A e Disinvestimento: Il dinamismo di gruppi come Leonardo e Iren (cessione asset non core e apertura a soci nelle rinnovabili) indica un mercato attivo. La vendita di GEDI conferma l'appetito di investitori esteri per brand media italiani storici, pur in contesti strutturalmente difficili. * Resilienza dell'Export: Il settore farmaceutico (+28,5%) dimostra che l'eccellenza manifatturiera italiana può superare barriere doganali e incertezze geopolitiche. Le aziende dovrebbero focalizzarsi sui distretti del Centro-Sud per nuove partnership. * Compliance e Governance Bancaria: Il caso Mps evidenzia i rischi di stabilità nei vertici bancari legati a conflitti tra CdA e azionisti privati. La trasparenza nella presentazione delle liste (come fatto da Crédit Agricole per Banco BPM) resta il benchmark per la stabilità del mercato.

(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - https://nyse.com Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Nebius (NBIS) experienced a rebound rally and lifted other data center and neocloud stocks after Nvidia (NVDA) announced a $2 billion investment in the company. Rick Ducat compares the stock's outperformance to peers like CoreWeave (CRWV), Applied Digital (APLD), and Oracle (ORCL). He also shows key support and resistance levels paired with elevated options activity following headlines of Nvidia's investment. ======== 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

בפרק היומי של "מפת החום – מהדורת אחד ביום", אני עושה סדר בכל מה שקרה ב־24 השעות האחרונות בעולם הכלכלה – מהשוק המקומי ועד הגלובלי.נושאים :1. נפט -70% עלייה בחודש. למה זה לא טוב לכלכלה?2. תשואות המדדים השונים בעולם מתחילת השנה.3. ‏הרצון להכנס לפוזיציה והרצון לבצע את זה מאפס ל-100 במקום להכנס בפעימות4. דיללתי IREN ל4% מהתיק. CIFR 6.5%5. הברבור השחור - הנפט של 20266. דלק במחירי חברות תעופה - לכל מי שרץ לקנות7. ⁠מהי הסטגפלציה?8. הרבה נכסים פיננסים על קו ״התמיכה״ שלהם.נתונים מאקרו־כלכליים, דיווחים חשובים, כותרות שזעזעו את השוק, דוחות כספיים של חברות, צעדים רגולטוריים, שינויים במדיניות ותחזיות מפתיעות – כל מה שצריך כדי להבין את התמונה המלאה.זהו פודקאסט קצר, חד ותמציתי – בלי רעש מיותר, רק תובנות פרקטיות וסקירה מקצועית של היום שהיה.הפרק מתעדכן מדי בוקר – ומעניק לכם יתרון אמיתי על שאר המשקיעים.לקבלת הצעה לפתיחת חשבון מסחר לחץ כאן:https://www.guynatan.com/broker-comparison⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠לאינסטגרם שלי:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/guynatan9/לאתר שלי:https://www.guynatan.com/אין לראות באמור לעיל משום ייעוץ השקעות, המלצה או חוות דעת באשר לכדאיות השקעה במוצרים פיננסיים מכל מין וסוג שהם לרבות ניירות ערך, יחידות השתתפות ו/או כל נכס נדל"ן ו/או פיננסי אחר. אין באמור לעיל התחייבות של הנאמר בפודקאסט להשגת תשואה כלשהי. הנתונים המופיעים בפודקאסט בהתאם הנם בהתאם לסקרים שהחברה ביצעה ואינם מהווים כל המלצה להשקעה. הנתונים המופיעים בפודקאסט זה נועדו להמחשה בלבד, ומתבססים על פרמטרים שונים שעלולים להשתנות בכל עת. כל התכנים הכלולים בפודקאסט זה, אין בהם משום המלצה או חוות דעת ולא נועדו לספק אלא מידע כללי ואמצעי התרשמות בלבד. אין להשתמש בפודקאסט ללא אישור כתוב מראש של החברה. המחייב את החברה הנו חוזה חתום ע"י מורשה חתימה מטעמה בלבד. ט.ל.ח.

A Zoomer arrested for stealing $46M from the US Marshals, Kraken makes history with a Fed Master Account, and IREN builds to 150,000 GPUs. Get your tickets to OPNEXT 2026 before prices increase! Join us on April 16 in NYC for technical discussions, investor talks, and intimate conversation with the brightest minds in Bitcoin. Chris Johhansen of Ion Stream and Kaan Farahani of Luxor join us to talk about the insane arrest of John DeGuida for allegedly stealing $46 million from the US Marshals Service. We break down Kraken Financial's historic Fed Master Account and what a "skinny" seat at the table means for the industry. Plus, we analyze the massive pivot from ASICs to GPUs and review the tumultuous Bitcoin hash rate data from February. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Zoomer stole $46M from US Marshals Service (his dad!) * Kraken gets first Fed Master Account. * Iren expanding GPU fleet to 150,000. * Difficulty adjustment targeting 7.5% up. Timestamps: 00:00 Start 04:53 Difficulty Report by Hashrate Index 07:49 $46M Stolen from US Marshals Service 15:35 Kraken Financial Granted Federal Reserve Master Account 21:48 AI Compute & Neocloud Dynamics 24:11 AI boom vs crypto boom 27:39 AI inference vs training 30:44 Scoping AI deals 32:41 H100 are still viable? 36:35 Hashrate 37:46 February suprises 44:40 What ASICs are profitable? 45:36 More hashrate declines? 47:36 5 cents per KWH 49:29 Hashrate prediction 52:51 IREN Expands GPU Fleet 1:01:44 Cry Corner: Miners Are Dumping BTC?

Colin and Charlie break down the latest Bitcoin news, from the massive $16k price drawdown and capitulation theories to Bitdeer's legal woes in Ohio and IREN joining the MSCI index. Plus, a deep dive into "quantum resistance" and the historic shift in mining difficulty. Colin and Charlie join us to talk about a wild week in Bitcoin. We dive into the $16,000 price "puke" and whether we've hit a local bottom, explore Bitdeer's legal snag at their Ohio AI flagship site, and discuss IREN's inclusion in the MSCI USA index. We also break down the historic six-out-of-seven negative difficulty adjustments—the first since 2011—and tackle the "ontology of time" and quantum resistance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Bitcoin lost $16,000 within 12 hours last week. * BTC saw a historic 21% daily price drawdown. * Bitdeer's Ohio site has 570MW allocated. * 6 of last 7 difficulty adjustments were negative. * IREN to join MSCI USA index on March 2nd. * Bitcoin hash price recovered to roughly $35/PH. Timestamps: 00:00 Start 04:01 BTC number go down! 10:10 Difficulty Update by Luxor 12:32 Bitdeer lawsuit 18:39 Cleanspark Ad 19:08 IREN added to MSCI USA Index 22:33 The MARA-Exaion plot thickens 29:14 BIP 360 merged 37:49 OP_NEXT Ad 39:21 Cry corner: No one understands anything about anything -

En este episodio, Edgar Ochoa y Eduardo - WallstEasy analizan la reciente montaña rusa del mercado cripto. Tras una caída estrepitosa del 20% el mercado muestra señales de rebote, abriendo un debate crucial sobre si estamos ante una liquidación de "manos débiles" o un cambio de tendencia estructural.Puntos Clave del Episodio:Análisis de Precios: Bitcoin ronda los $70,100, tras haber tocado máximos de $126,000 y soportes críticos cerca de los $60,000.Factores Macroeconómicos: Cómo los reportes de empleo JOLTS y las decisiones de la FED sobre las tasas de interés impactan directamente en la liquidez de las criptomonedas.El Refugio del Oro: Por qué el oro y la plata han subido mientras Bitcoin sufría, y el papel de bancos centrales como los de Rusia e India en este movimiento.Empresas Cripto a Seguir: Análisis de MicroStrategy y empresas mineras como IREN y Cipher Mining CIFR.Estrategia Técnica: La importancia del promedio móvil de 200 semanas y niveles de confirmación en los $73,341.¡Llev tu Estrategia al Siguiente Nivel!No solo somos asesores; somos tus socios estratégicos. Te ayudamos a optimizar tu rentabilidad y a tomar decisiones informadas en mercados volátiles.¿Listo para hacer crecer tu negocio? ¡Contáctanos hoy mismo para una asesoría personalizada!Disclaimer: Este contenido tiene fines meramente informativos y educativos. No constituye una recomendación de inversión. Las criptomonedas son activos de alto riesgo y volatilidad; invierte solo aquello que estés dispuesto a perder.

Futurum's Daniel Newman talks about his firm's "AI 15 picks," which includes software companies like Palantir (PLTR) and utility-based stocks like Nebius (NBIS) and IREN Ltd. (IREN). While the Mag 7 remains in the spotlight due to their size, Daniel urges investors turn to smaller names with potential to maximize profits with AI. On Palantir, he sees more upside despite the company's tremendous valuation. However, his "best idea" is still a Mag 7 pick in Meta Platforms (META). ======== 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

Youtube Channel: https://www.youtube.com/@pst_irenTelegram Channel: https://t.me/ApostleEmmnanuelIren

Youtube Channel: https://www.youtube.com/@pst_irenTelegram Channel: https://t.me/ApostleEmmnanuelIren

“All the market wants right now is stability and consistency,” says Ted Thatcher, but volatility continues. He argues that Americans' economic outlook is largely based on their ability to access credit and discusses GDP and earnings potential. Key opportunities for investors include “bottlenecks” like Iren (IREN), along with silver and Amazon (AMZN). Iren has recently made several major deals with the Mag 7 and he thinks it is well-placed in the A.I. environment. ======== 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

(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: https://iren.com OKX: https://okx.com Google Cloud: https://cloud.google.com Follow Tony: https://www.youtube.com/@killtony https://x.com/TonyHinchcliffe Follow the besties:  https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

This week in bitcoin mining news, ERCOT sees a 266 GW of interconnection requests in 2026, IREN closed a $2.3 billion convertible note offering, and GPUs are leaving ASICs in the dust. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Ethan Vera, COO of Luxor, joins us as we dive into MicroBT's Whatsminer M70 launching into a challenging ASIC market, IREN's $2.3 billion convertible note offering, the precarious state of hashprice, Luxor's new GPU hardware sales business, the staggering 270% leap in ERCOT interconnection requests, and the controversial Cat bitcoin fork proposal aimed at filtering ordinals / inscriptions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** - Hash price is below $40 per second - Three negative difficulty adjustments - Ercot requests leaped 270% in 2025 - 73% of requests from data centers - IREN raised $2.3B in convertible notes - M70 efficiency: 12.5 J/TH 00:00 Start 02:35 Difficulty Report by Luxor 07:26 IREN note 10:44 M70 launch 20:02 Luxor launches GPU trading 27:12 ERCOT LL requests up 270% in 2025 34:10 Cry Corner: another filter fork proposal

On today's news roundup, the gang covers the American Bitcoin investor unlock that sunk the ABTC share price this week, plus IREN's pricing a $3.6B capital raise. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Colin, Charlie, and Matt break down yet another brutal week for miners. We analyze why ABTC shares tanked 39% following a share unlock and look at IREN's aggressive $3.6B capital raise. The team also covers Greenidge's Dresden, NY fire and SC land sale. Finally, we debate the Zcash Foundation's legal threats and just how private and cypherpunk Zcash is.  Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** -ABTC shares plunged 39% on Tuesday -Hashprice dropped below $40/PH/day -IREN pricing $3.63B in notes/equity -Avg network efficiency: 32 J/TH (CoinMetrics) -Greenidge sells 60MW power rights, land Timestamps: 00:00 Start 01:42 Difficulty Report by Luxor 08:07 ABTC down bad 14:31 IREN convert / equity sale 18:55 Tough month for Greenidge 23:48 Cry Corner: Zcash pump & dump