Podcasts about alibaba

Hangzhou-based group of Internet-based e-commerce businesses

  • 3,783PODCASTS
  • 10,607EPISODES
  • 29mAVG DURATION
  • 2DAILY NEW EPISODES
  • Dec 3, 2025LATEST
alibaba

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about alibaba

Show all podcasts related to alibaba

Latest podcast episodes about alibaba

Metaverse Marketing
F1 Tech and Cadillac Enters the Track in 2026, Humanoid Robots at MWC Doha and Vision Action Models.

Metaverse Marketing

Play Episode Listen Later Dec 3, 2025 46:38


In this episode of TechMagic, hosts Cathy Hackl and Lee Kebler explore how the future of AI is being shaped through hardware innovation happening around the world. They break down breakthroughs in autonomous vehicles, humanoid robots, and spatial computing, highlighting why hardware ownership now determines who controls data, training models, and long-term AI power. Cathy shares insights from her travels across Saudi Arabia and Qatar, while the hosts examine China's accelerating hardware ecosystem, Gen Alpha's rejection of “AI slop,” and the shift toward vision-action models. It's a fast, global look at where AI is really advancing, and why it matters.Come for the tech and stay for the magic!Key Discussion Topics: [00:00] Intro[00:23] Saudi Arabia and Qatar are booming in tech and entertainment.[00:04:00] Formula One tech highlights the Abu Dhabi Championship showdown.[00:07:13] Autonomous racing vs. human drivers shows motorsports' future.[00:10:23] NVIDIA's AlphaMoor offers open-source vision-language models.[00:14:23] Women often prefer autonomous vehicles to human drivers.[00:20:44] Owning hardware means owning data: the AI supremacy principle.[00:22:19] Global hardware innovations from Alibaba, Huawei, and ByteDance are under the radar.[00:26:51] "Human-authored" labels reveal widespread AI fatigue.[00:30:05] Gen Alpha rejects AI content, demanding authentic creations.[00:33:55] Copyright issues arise when sampling AI-generated music.[00:37:03] Cathy's Middle East speaking tour and CES 2025 lineup updates.[00:39:33] Holiday spending is shifting to experiences over products.[00:42:14] Book picks: the future of storytelling and understanding people.[00:44:49] Gaming culture highlights: Dungeon Crawler Carl, FNAF 2, and Stranger Things.[00:46:34] Key takeaways: physical AI, hardware ownership, and authentic human connection. Hosted on Acast. See acast.com/privacy for more information.

Chisme Corporativo
¿Qué importa más para el éxito de una empresa: el chisme o el número?

Chisme Corporativo

Play Episode Listen Later Dec 2, 2025 75:29


¿Qué pesa más en el éxito de una empresa: el chisme o el número? En este crossover que nadie pidió pero todos necesitábamos, Chisme Corporativo se une con Javier Morodo y Cometa del Arte de Invertir, para mezclar dos mundos: la narrativa humana detrás de una empresa y los indicadores financieros que la sostienen.

Brilliant People Podcast
Brian Neider: Managing Partner at Lead Edge Capital on the Strike Zone Strategy Behind $5B of Growth | E29

Brilliant People Podcast

Play Episode Listen Later Dec 1, 2025 53:01


What does it take to build a top-performing growth equity firm in a market defined by hype cycles, capital oversupply, and shifting investor expectations?In this episode, host Linnea Jungnelius sits down with Brian Neider, Managing Partner at Lead Edge Capital, a $5B global growth equity firm behind category-defining companies like Toast, Spotify, Alibaba, and Duo Security. As one of the original builders of Lead Edge, Brian has spent two decades refining one of the most disciplined investing models in the industry — a framework rooted in focus, consistency, and an unrivaled network of 700+ operator LPs.From staying “militantly” true to your strike zone, to navigating the aftermath of the 2020–2021 capital cycle, to separating real AI traction from experimental noise, Brian breaks down what great investors and great firms do differently. For growth equity investors, founders, and anyone responsible for capital allocation, this conversation reveals why discipline compounds, how strategy integrity drives DPI, and what it truly means to build a fund that becomes a company.What You'll Learn:• Why staying in your strike zone is the most underrated competitive advantage in growth equity.• How Lead Edge built a network of 700 operator LPs and activates them.• How to evaluate companies in the post–“growth at all costs” era.• What gross retention tells you that topline growth never will in regard to AI hype.• Why exit pathways must be defined upfront.• Urgency, clarity, and the ability to adapt without drifting are the best traits CEOs and teams can have.Timecodes:00:00 Intro00:18 Guest Introduction: Brian Neider, Lead Edge Capital04:00 From “Grow at All Costs” to Profitable Growth05:32 Lead Edge 8: The Metrics That Matter08:30 LP Priorities: DPI, TVPI, and IRR10:48 Why DPI Is Critical in Today's Market11:58 Exit Strategy Design: Defining Paths Upfront13:58 Disposition Committee: The Overlooked Advantage16:00 Filtering AI Hype: Experimental Spend vs. Real Retention20:12 The Bucket Analogy: Understanding AI Churn23:00 Founding Lead Edge: Building the LP Network Differently26:10 Scaling the Firm: From All-Hands to Specialization30:20 Activating the LP Network: How It Works in Practice33:40 The LP Flywheel: Sourcing, Diligence, and Portfolio Support36:00 Value Creation Capabilities: GTM, HR, and AI Support38:12 What Great CEOs Do: Urgency, Adaptability, Action41:54 Designing Effective Boards: Functional + Industry Balance44:30 Building Executive Teams: The Power of a Rigorous Hiring Process46:06 What's Next: The Future of Lead Edge & Market Opportunities51:58 Lightning Round: Personal ReflectionsResources:Brian Neider: LinkedIn: ⁠https://www.linkedin.com/in/brian-neider-7774041/Linnea Jungnelius:LinkedIn: https://⁠www.linkedin.com/in/linneajungnelius ⁠X: ⁠https://x.com/itslinnea⁠Explore the Podcast:Spotify: ⁠https://acertitu.de/brian-neider-spotify-podcastApple Podcasts: ⁠https://acertitu.de/brian-neider-apple-podcast⁠Blog: ⁠https://acertitu.de/brian-neider-blog⁠Found Value?

The MadTech Podcast
MadTech Daily: OOH Industry Reports 4.4% Growth; Streamer Content Quotas Become Law in Australia

The MadTech Podcast

Play Episode Listen Later Dec 1, 2025 1:52


In today's MadTech Daily, we discuss the out-of-home advertising (OOH) industry reporting 4.4% growth in Q3, Australia making streamer content quotas law, and China's AI governance framework winning backing from researchers at DeepSeek and Alibaba.

SAfm Market Update with Moneyweb
[FULL SHOW] New payment exemptions from Sarb, Alexforbes results, and Remgro eyes takeover of Mediclinic SA

SAfm Market Update with Moneyweb

Play Episode Listen Later Dec 1, 2025 54:57


This evening, we dive into the latest market movements with Makwe Fund Managers, the South African Reserve Bank provides details on new draft exemptions for certain payment activities by non-bank institutions, we examine Alexforbes' financial results, Anchor Capital discusses Remgro's intention to takeover Mediclinic's SA operations, the Bureau of Economic Research looks at the latest manufacturing data, and a tech journalist shares insights on Alibaba's new AI glasses. SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
Alibaba launches new AI glasses series

SAfm Market Update with Moneyweb

Play Episode Listen Later Dec 1, 2025 8:38


Mudiwa Gavaza – Tech Journalist, Business Day SAfm Market Update - Podcasts and live stream

CLM Activa Radio
DIARIO EN MOVIMIENTO 1-12-2025 Resumen noticias 24-30 de noviembre

CLM Activa Radio

Play Episode Listen Later Dec 1, 2025 17:42


En el episodio 766 del podcast hago un resumen de la actualidad tecnológica más destacada de la semana. Amazon, Meta, ByteDance o Alibaba se enfrentan a bloqueos mientras la Unión Europea sigue marcando la actualidad con los temas regulatorios. 24/11/25 Malasia prepara una prohibición total de redes sociales para menores de 16 años a partir de 2026. 24/11/25 Italia investiga a Amazon por facilitar la entrada de mercancía china sin declarar. 25/11/25 Senadores de EE. UU. exigen investigar a Meta por los ingresos derivados de anuncios fraudulentos. 25/11/25 Cómo la crisis de Nexperia volvió a desestabilizar las cadenas de suministro del automóvil. 25/11/25 CNN retira su contenido de Apple News mientras negocian un nuevo acuerdo. 26/11/25 Bruselas rechaza las insinuaciones de Estados Unidos: la normativa digital europea “no está en venta”. 26/11/25 Alibaba supera previsiones gracias al auge del comercio minorista instantáneo y al impulso de la IA. 26/11/25 China bloquea a ByteDance y prohíbe el uso de chips Nvidia en nuevos centros de datos. 27/11/25 Tesla intenta reconducir su negocio mientras la caída global de ventas se agrava. 27/11/25 Perplexity se adentra en el comercio digital con su nuevo asistente de compras con IA. 28/11/25 El Pentágono propone incluir a Alibaba, Baidu y BYD en su lista de empresas vinculadas al ejército chino. 28/11/25 La UE aprueba un nuevo marco para reforzar la protección frente al fraude online. 28/11/25 Francia archiva la denuncia antimonopolio de Qwant contra Microsoft. 29/11/25 Alibaba irrumpe en el mercado de gafas inteligentes con las nuevas Quark AI. 29/11/25 Google retira su denuncia contra Microsoft en la nube mientras avanza la investigación de la UE. 30/11/25 La UE estudia si Apple Ads y Apple Maps deben cumplir las reglas estrictas de la DMA. 30/11/25 Huawei y ZTE consolidan contratos 5G en Vietnam tras los aranceles de EE.UU.

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
AI Business and Development Weekly News Rundown: ⚖️ Structural Recalibration: AI Strategy, Compute, and Ethics

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Play Episode Listen Later Nov 29, 2025 14:37


Welcome to AI Unraveled (From November 24 to November 30, 2025): Your daily strategic briefing on the business impact of AI.This week's headlines mark a pivot point in the industry—from the "scale-at-all-costs" mentality to a focus on efficiency, reasoning, and monetization.Strategic Pillars & Topics

China Calling
Für immer in Asien? So sieht meine Zukunft aus!

China Calling

Play Episode Listen Later Nov 29, 2025 26:56 Transcription Available


Heute gibt es eine Jubiläumsfolge. In der 100. Episode meines Podcasts spreche ich so offen wie noch nie über mein Leben in Asien – inklusive aller Annehmlichkeiten und Schattenseiten. Erwähnte Namen:
 - Yunnan
 - Kunming
 - Taobao
 - Farang = Laowai/Waiguoren (Ausländer in Thailand bzw. China).
 ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express
 ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest
 ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/
 Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst.
 Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction.
 Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar.
 Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Alibaba. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise

Squawk Pod
5 Things to Know Before the Opening Bell 11/28/2025

Squawk Pod

Play Episode Listen Later Nov 28, 2025 3:25


The 5 things you need to know before the stock market opens today: the CME temporarily halted trading for futures, foreign exchanges, and commodities due to a data center issue, the SEC is investigating Jefferies's relationship with a bankrupt auto parts maker, Alibaba has begun selling its AI smart glasses in China, Apple is challenging India's antitrust penalty law, and Disney's ‘Zootopia 2' clocked the biggest opening day in China for any Hollywood animated film.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China In Focus
Hong Kong Fire Death Toll Hits 83, Hundreds Missing - China in Focus

China In Focus

Play Episode Listen Later Nov 28, 2025 23:33


00:00 Intro00:57 Hong Kong Fire Death Toll Hits 83, Hundreds Missing03:49 Pentagon: Alibaba Shares U.S. Data w/ Chinese Army04:26 Alibaba's AI Tools Pose Threat to U.S. Nat'l Security06:17 Alibaba Closely Linked to Chinese Military07:20 Any Chinese Company Could Threaten U.S. Safety08:40 China's Data Advantage: Why It's Dangerous10:06 How China Uses AI to Pinpoint America's Weak Spots12:30 How Chinese Technology Establishes Long-Term Control14:42 Copley: CCP Has ‘Reached the Terminal Stage'16:35 China at a Breaking Point: History Repeats?20:59 Prestige vs. Force: Why Credibility Matters

Engadget
Google limiting free Nano Banana Pro image generation usage, the US patent office says genAI is equivalent to other tools, and Alibaba launched its own AI glasses

Engadget

Play Episode Listen Later Nov 28, 2025 6:53


- In a support document spotted by 9to5Google, Google notes free users can currently generate two images daily, down from three per day previously. The company wrote: "Image generation and editing is in high demand. Limits may change frequently and will reset daily." -The agency's director, John Squires, said in a notice obtained by Reuters that the USPTO deems genAI to be "analogous" to other tools that inventors might use in their process, including lab equipment, software and research databases. Squires wrote: "AI systems, including generative AI and other computational models, are instruments used by human inventors. They may provide services and generate ideas, but they remain tools used by the human inventor who conceived the claimed invention." -Alibaba's Quark AI glasses are now available for purchase in China. The company has released three variants of the flagship S1 model and three of the more affordable G1 model. They both connect to Alibaba's newly launched App, powered by the company's own AI tech, for AI assistance through voice commands and touch controls. Learn more about your ad choices. Visit podcastchoices.com/adchoices

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Aktivist bei Cooper Companies” - Puma wird asiatisch? Bechtle, Raiffeisen Bank

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Nov 28, 2025 12:30


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Puma wird zum asiatischen Übernahmeziel. Wacker Chemie streicht 1.500 Stellen. Bechtle mit Großauftrag. Rémy Cointreau übertrifft Erwartungen. Deutsche Börse will Allfunds und Italien gibt OK für Ceconomy-Übernahme durch JD.COM. Alibaba launcht AI-Brillen. Cooper Companies (WKN: A402VX) dominiert den Kontaktlinsenmarkt. Das Geschäft wird aber durch eine zweite Sparte runtergezogen. Hedgefonds Jana Partners fordert Spaltung oder Verkauf. Als eine der letzten westlichen Banken ist die Raiffeisen Bank International (WKN: A0D9SU) noch in der Ukraine aktiv. Das könnte ihr bei einem eventuellen Frieden helfen. Diesen Podcast vom 28.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Doppelgänger Tech Talk
Soziale Netzwerke haften für Online-Scams | X-Mitarbeiter mit Grok ersetzen | OpenAI braucht $207B #514

Doppelgänger Tech Talk

Play Episode Listen Later Nov 28, 2025 60:10


Eine MIT-Studie zeigt großes Automatisierungspotenzial. Epic erwartet KI in allen Games und lehnt Kennzeichnungspflichten ab. Alibaba bringt erste eigene Hardware: eine KI-Brille mit Qwen-Modell. China umgeht Chip-Exportregeln, trainiert Modelle in Südostasien. Nvidia wirkt nach Googles TPU-Erfolg nervös, während HSBC massive Finanzierungsbedarfe für OpenAI prognostiziert. SBF versucht via X ein Comeback aus dem Gefängnis. Quantum Systems steigt mit neuer Finanzierung zum Milliardenunternehmen auf. Die EU will Plattformen für Online-Scams haftbar machen; Meta soll stark davon profitieren. Pip skizziert einen Verbraucherschutz-Bot als digitalen Bodyguard. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & Shopify Black Friday Live Globe (00:03:23) X-Mitarbeiter mit Grok ersetzen (00:08:34) MIT-Studie: KI ersetzt 11,7% US-Arbeitskraft (00:16:23) Epic Sweeney: Keine KI-Labels für Games (00:26:23) Alibaba Smart-Brille mit Qwen AI für $537 (00:27:29) China trainiert KI-Modelle in Singapur & Malaysia (00:30:27) Nvidia unsouveräner Tweet nach Google TPU-Erfolg (00:35:09) OpenAI will 2,6B Nutzer & 220M zahlende Abos bis 2030 (00:46:04) HSBC: OpenAI braucht $207B bis 2030 für Breakeven (00:48:04) SBF startet Image-Kampagne (00:50:23) Quantum Systems €3B Bewertung für Aufklärungsdrohnen (00:52:29) EU: Social Networks haften für Online-Scams (00:56:59) Verbraucherschutz-Bot gegen Scams Shownotes Shopify Live Globe 2025 – bfcm.shopify.com Die Zwillinge, die Elon Musks Pläne unterstützen, X-Mitarbeiter durch Grok zu ersetzen – theinformation.com MIT-Studie: KI kann 11,7 % der US-Arbeitskräfte ersetzen – cnbc.com Epic's Sweeney: Plattformen sollen KI-entwickelte Spiele nicht kennzeichnen – gamesindustry.biz Alibaba veröffentlicht Quark-Smart-Brille mit Qwen AI – bloomberg.com Chinas Tech-Giganten verlagern KI-Training ins Ausland – ft.com NVIDIA übertrifft in KI-Plattformen, beliefert weiterhin Google – x.com OpenAI– theinformation.com OpenAI muss bis 2030 mindestens 207 Mrd. $ aufbringen, um Verluste fortzusetzen – ft.com SBF geht in die Offensive – wired.com Verteidigungs-Startup Quantum Systems erreicht €3 Milliarden Bewertung – bloomberg.com Social-Media-Giganten haften für Finanzbetrug unter neuem EU-Gesetz – politico.eu

Aujourd'hui l'économie
Le géant chinois JD.com accélère sa conquête de l'Europe via Fnac-Darty

Aujourd'hui l'économie

Play Episode Listen Later Nov 28, 2025 3:22


Alors que le « Black Friday » bat son plein ce vendredi 28 novembre, un acteur de cet événement fait la Une de l'actualité économique. Le groupe chinois JD.com s'apprête à entrer dans le capital du groupe Fnac-Darty, via le rachat de l'actionnaire allemand Ceconomy. Une opération qui suscite l'attention de l'État et interroge sur les ambitions chinoises en Europe. C'est un gros coup pour JD.com et il est malin. Pour imposer sa présence sur le sol européen, la stratégie a été affinée. Il n'achète pas directement des actions Fnac-Darty mais s'apprête à reprendre Ceconomy, distributeur allemand et détenteur de 22% du capital du groupe français. Avec cette opération, JD.com deviendrait mécaniquement le deuxième actionnaire de Fnac-Darty, juste derrière le milliardaire tchèque Daniel Kretinsky. Une arrivée qui ne passe pas inaperçue. Elle intervient alors que la France cherche déjà à endiguer la montée en puissance de plates-formes chinoises comme Shein, Temu ou AliExpress. Voir débarquer un géant du e-commerce chinois dans le capital d'un groupe culturel français déstabilise donc autant qu'elle interroge. Un actif culturel qui inquiète l'État français Le ministre de l'Économie l'a rappelé : Fnac-Darty n'est pas une enseigne comme les autres. C'est un acteur culturel majeur, ancré dans la vie quotidienne des Français, présent à la fois en ligne et dans un dense réseau de magasins. Livres, CD, produits techniques, électroménager, services. Difficile de trouver un foyer français qui n'ait jamais acheté dans l'une de ces enseignes. Pour autant, Fnac-Darty ne fait pas partie des secteurs officiellement protégés par le contrôle strict des investissements étrangers. Mais l'État a néanmoins décidé de suivre ce dossier de très près. Un accord a ainsi été conclu. JD.com devra rester un actionnaire « dormant », c'est-à-dire sans rôle dans la gestion du groupe. Également, le géant chinois s'engage à ne pas dépasser les 22% de participation, limitant ainsi toute tentative de prise de contrôle. Derrière ces conditions, une même crainte : que Fnac-Darty ne finisse, à terme, sous pavillon chinois. Une opération stratégique pour JD.com face à un marché chinois saturé Si cette actualité éveille autant d'intérêt, c'est aussi parce que JD.com cherche à s'imposer en Europe. Troisième acteur du e-commerce chinois, doté d'une excellente réputation en matière de fiabilité et de logistique, le groupe fait face à une concurrence féroce avec Alibaba ou Temu. Les marges se réduisent, le marché arrive à saturation et l'international devient une nécessité. Ces dernières années, JD.com a d'ailleurs tenté plusieurs percées en Europe, sans succès, comme le projet de rachat de la chaîne britannique Argos ou encore une tentative d'entrée au capital de Currys, autre distributeur d'électronique au Royaume-Uni. L'opération Ceconomy-Fnac-Darty constitue donc un premier pas concret, loin d'être anecdotique. Avec son expertise colossale en matière de logistique intégrée et de contrôle de la chaîne d'approvisionnement, JD.com pourrait pousser Fnac-Darty à adapter sa stratégie, notamment face à Amazon, omniprésent en Europe. Mais cette entrée au capital illustre aussi quelque chose de plus large. D'abord, la montée en puissance technologique de la Chine, la bataille logistique mondiale entre géants américains et asiatiques, la fragilité des distributeurs européens et le rôle croissant des États dans la protection de leurs entreprises.

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Puma in Play — Will China Rewrite the Global Sportswear Game?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Nov 28, 2025 19:07


A takeover battle, a surging underdog, and China stepping onto the pitch — this story has everything. In today’s episode, Michelle and Ryan unpack Puma’s sudden leap into acquisition headlines, with potential buyers including Anta, Li Ning, and Asics — alongside sector giants Nike and Adidas. We also break down CNBC’s list of US stocks that are outperforming and still look cheap, plus a packed UP or DOWN lineup featuring Alibaba, Digital Realty Trust, OCBC and MetaOptics.Hosted by Michelle Martin with Ryan Huang. The Straits Times Index, DFI Retail, Mapletree Industrial Trust and UOL also make an appearance as we wrap the local market picture. A fast, fiery six-line sprint through the biggest global and Singapore market movers today.See omnystudio.com/listener for privacy information.

AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store

Welcome back to AI Unraveled (November 27th 2025), your daily strategic briefing on the business impact of AI.Today, we track the consumer hardware wars as Alibaba officially enters the smart glasses arena to challenge Meta. We also break down a security breach exposing OpenAI user data, the hidden "AI Iceberg" threatening 11.7% of the US workforce, and the geopolitical chess move of Chinese tech giants training models offshore to bypass chip sanctions.Strategic Pillars & Key Takeaways:

Kassenzone Podcast | Interviews zu den Themen E-Commerce, Handel, Plattformökonomie & Digitalisierung
E-Commerce 2026 Hypothesen, Black Week, TikTok Shop & Accio #alexundkarospezial (K#616)

Kassenzone Podcast | Interviews zu den Themen E-Commerce, Handel, Plattformökonomie & Digitalisierung

Play Episode Listen Later Nov 27, 2025 59:13


Passend zur aktuellen Black Week werfen Alex und Karo einen kritischen Blick auf große Rabattaktionen wie den Black Friday. Sie diskutieren, warum diese Events häufig nicht mehr den gewünschten Umsatz bringen, sondern vor allem Margen unter Druck setzen und hohe Akquisitionskosten verursachen. Könnten Trade-In-Kampagnen 2026 zum Umsatztreiber der Black Week werden? Außerdem geht es um die Veränderungen im E-Commerce durch chinesische Plattformen wie Shein, SheGlam, Temu und TikTok Shop. Karo und Alex besprechen die abflachende Wachstumsprognose für 2026, die Verschiebung von Konsumtrends und Live-Shopping-Formate. Abschließend werfen sie einen Blick auf die neue Sourcing-Plattform Accio, die über ChatGPT-Anbindung an Alibaba.com schnelle Produktrecherche und Lieferantenkontakte ermöglicht. Das Gespräch im Überblick: (2:36) Ein kritischer Blick auf die Black Week (12:07) Konsumverhalten im Wandel (15:33) Chinas Einfluss auf den Markt (28:32) Die Zukunft der Handelsmodelle (30:29) Shein, Temu & TikTok Shop: Die Entwicklung chinesischer Plattformen (47:38) Accio als neue Sourcing-Plattform Podcast-Host – Karo Junker de Neui: https://www.linkedin.com/in/karojunker https://etribes.de/ Newsletter: https://www.kassenzone.de/newsletter/ Community: https://kassenzone.de/discord Disclaimer: https://www.kassenzone.de/disclaimer/ Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone

Communism Exposed:East and West
Alibaba Closely Linked to Chinese Military

Communism Exposed:East and West

Play Episode Listen Later Nov 27, 2025 23:32


Ransquawk Rundown, Daily Podcast
EU Market Open: A quiet session ahead with US away for Thanksgiving Holiday

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Nov 27, 2025 2:41


APAC stocks were mostly higher following the positive momentum from Wall Street, where all major indices gained ahead of Thanksgiving celebrations.10yr JGB futures edged higher but with the gains modest after reports that Japan is likely to increase issuances of 2yr and 5yr JGBs.Alibaba shares were pressured after the Pentagon said it should be on the list of firms with Chinese military ties, while China Vanke shares were hit and its bonds slumped.US President Trump told Japan to lower the volume on Taiwan, following a call with Chinese President Xi, according to WSJ.European equity futures indicate an uneventful open with Euro Stoxx 50 futures up flat after the cash market closed with gains of 1.5% on Wednesday.Looking ahead, highlights include German GfK (Dec), EZ M3 (Oct), Consumer Confidence Final (Nov), Japanese Tokyo CPI (Nov), Industrial Profit (Oct) & Retail Sales (Oct), ECB Minutes (Oct), Speakers including BoE's Greene, ECB's Cipollone & de Guindos, Supply from Italy. Holiday: US Thanksgiving Day; Desk will run normal services on Thursday, 27th November until 18:15GMT/13:15EST. At which point, the desk will close and then re-open later at 22:00GMT/17:00EST for the APAC session. Thereafter, there is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

BeursTalk
Prosus: alle onderdelen nu winstgevend!

BeursTalk

Play Episode Listen Later Nov 27, 2025 41:30


Prosus, dat sterk leunt op zijn belang in Tencent, liet dit kwartaal goede cijfers zien, vindt Richard de Jong van Van Lieshout & Partners. "Alle onderdelen maken nu voor het eerst winst. De omzet steeg met 22 procent en de brutowinst zelfs met 99 procent, kortom: hartstikke goed." Martine Hafkamp van Fintessa Vermogensbeheer is het daar grotendeels mee eens. "De kasstroom die het grote belang in Tencent oplevert is natuurlijk heel belangrijk, maar het bedrijf doet veel meer. Vrijwel niemand kijkt daarnaar, maar Prosus heeft duidelijk de ambitie om het grootste techbedrijf van Europa te worden." De reden dat de koers toch daalde duidt op winstnemingen, Prosus is met een koersstijging van 40 procent een van de grotere stijgers in de AEX. Over het sentiment zijn beide experts het ook eens: dat is nog steeds goed. Zowel Martine als Richard maakt zich geen zorgen over bijvoorbeeld een AI-bubbel. Of dat zo blijft zal vooral afhangen van het rentebesluit van de Fed in december. De winsten van bedrijven zijn in ieder geval hoger uitgekomen dan analisten hadden verwacht. Verder in de uitzending aandacht voor de cijfers van onder anderen Alibaba en de bezwaren die gerezen zijn tegen de fusie van Akzo Nobel en Axalta. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tips. Martine gaat voor een Amerikaans techbedrijf, Richard tipt een ETF met de ISIN-code IE00BF16M727. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier! VanEck ETF’s (advertorial) Deze week is ook weer het tweewekelijks gesprek te beluisteren met Martijn Rozemuller, ceo van VanEckETF’s, de partner van BeursTalk. Met Martijn bespreek ik deze week de invloed van de overheid op een aantal interessante bedrijfssectoren. Beleggers zijn doorgaans niet tuk op overheidsinvloed, maar in sommige gevallen kan het best goed uitpakken. Het bekendste voorbeeld is waarschijnlijk de sterk stijgende overheidsuitgaven op het gebied van defensie. VanEck geeft traditioneel ETF's uit die inspelen op trends, soms een beetje niche zijn, maar daardoor wel uniek. Een behoorlijk aantal van die trends worden nu versterkt doordat veel landen, vaak om geopolitieke redenen, veel geld in investeren. Denk daarbij bijvoorbeeld aan goud (centrale banken die het opkopen), ruimtevaart en zeldzame aardmetalen, VanEck heeft op al die sectoren specifieke ETF's: defensie, nucleaire energie, ruimtevaart, goud, computerchips, kwantumtechnologie en zeldzame aardmetalen. Martijn legt je er alles haarfijn over uit. Geniet van de podcast! De gepresenteerde informatie door VanEck Asset Management B.V. en de aan haar verbonden en gelieerde bedrijven (samen "VanEck") is enkel bedoeld voor informatie en advertentie doeleinden aan Nederlandse beleggers die Nederlands belastingplichtig zijn en vormt geen juridisch, fiscaal of beleggingsadvies. VanEck Asset Management B.V. is een UCITS-beheerder. Loop geen onnodig risico. Lees de Essentiële Beleggersinformatie of het Essentiële-informatiedocument. Meer informatie? https://www.vaneck.com/nl/nl/See omnystudio.com/listener for privacy information.

ChinaCast
714_Como encontrar qualquer produto no Alibaba - China Gate Importação

ChinaCast

Play Episode Listen Later Nov 27, 2025 17:26


Aprenda neste episódio como encontrar qualquer produto para importar da China em poucos segundos, sem precisar viajar para a China, através do Alibaba. Neste episódio, Rodrigo Giraldelli, mostra passo a passo como identificar produtos tendência no Mercado Livre e como encontrar esses mesmos produtos (ou similares) no Alibaba usando apenas uma foto. Se você está querendo importar da China ou buscando produtos lucrativos para revender, este episódio é para você. Ouça até o final e veja como encontrar o seu produto com poucos cliques, sem sair de casa. E depois de encontrar o seu produto é só contar com os serviços da China Gate para trazê-los com segurança e muita lucratividade. Fale com nosso time e comece o seu projeto de importação: https://chinagate.com.br/atendimento/

Voice-Over-Text: Pandemic Quotables
Alibaba Closely Linked to Chinese Military

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Nov 27, 2025 23:32


Marketplace All-in-One
Alibaba, cloud growth, and the AI frenzy

Marketplace All-in-One

Play Episode Listen Later Nov 26, 2025 7:18


From the BBC World Service: Shares in Alibaba rose after the Chinese e-commerce company reported a 34% increase in revenue for its cloud computing division, as well as triple-digit increases in sales for its AI-related products. Then, in energy news, Iranian authorities plan to scrap generous subsidies for gas, and refiners in India rush to secure Russian oil imports ahead of a U.S. deadline. Plus, more international students turn to Bulgaria to complete their medical degrees.

Marketplace Morning Report
Alibaba, cloud growth, and the AI frenzy

Marketplace Morning Report

Play Episode Listen Later Nov 26, 2025 7:18


From the BBC World Service: Shares in Alibaba rose after the Chinese e-commerce company reported a 34% increase in revenue for its cloud computing division, as well as triple-digit increases in sales for its AI-related products. Then, in energy news, Iranian authorities plan to scrap generous subsidies for gas, and refiners in India rush to secure Russian oil imports ahead of a U.S. deadline. Plus, more international students turn to Bulgaria to complete their medical degrees.

The Negotiation
Inside China's Influencer Economy with Elysia Guo

The Negotiation

Play Episode Listen Later Nov 26, 2025 74:50


In this episode of The Negotiation, host Todd Embley sits down with Elysia Guo, a rising voice in China's influencer economy and an entrepreneur who has built a unique career at the intersection of strategy, creativity, and digital influence.Elysia shares her journey from a strategy consultant to becoming a full-time content creator and brand collaborator, offering an inside look into China's fast-moving social marketing landscape. She discusses how she built her online presence, what brands look for when working with influencers, and what differentiates China's major social platforms such as Douyin, Xiaohongshu, and WeChat.The conversation also explores the latest lifestyle and consumer trends shaping spending behavior among Chinese Gen Z and millennials, as well as actionable advice for international brands aiming to make an impact in China's complex and competitive digital space.Discussion Points:·       Elysia's career journey from consulting to entrepreneurship and influencer marketing·       The current job market for young professionals in China·       How influencers like Elysia collaborate with brands and what they look for in partnerships·       The most effective marketing strategies for brands in China's digital ecosystem·       Differences between major platforms: Douyin, Xiaohongshu, and WeChat·       Why Xiaohongshu stands out as a hub for product discovery and brand storytelling·       Emerging lifestyle and consumption trends among Chinese consumers·       Advice for international brands entering or expanding in China

Alles auf Aktien
Rekordhoffnung bei Alphabet und die Verdopplung Eures Vermögens

Alles auf Aktien

Play Episode Listen Later Nov 26, 2025 22:46


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen bekannten Privatanleger vom Tegernsee, herbe Milliarden-Verluste der Familie Trump und einen Dämpfer für Alibaba. Außerdem geht es um Meta, Nvidia, Zoom, HP, Rheinmetall, Renk Group, Heidelberg Materials, Hochtief, Salzgitter, Continental, Qualcomm, AMD, Amazon, BMW, Adidas, iShares MSCI ACWI ETF (WKN: A1JMDF), SPDR MSCI All Country World (WKN: A1JJTC) und Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF (WKN: A0LC12). Exklusiv für Euch als „Alles auf Aktien“-Hörer: Spart jetzt bis zu 83 Euro mit unserem „Black Friday""-Angebot von Business Insider. Erhaltet aktuelle News sowie Insights zur Finanzwelt und bleibt immer einen Schritt voraus https://www.businessinsider.de/abo/aaa/?tpcc=offsite_bi_aaa_podcast_bf_25 Oder darf es lieber WELTplus sein? Sichert euch mit diesem Link jetzt das Abo zum AAA-Vorteilspreis – für mehr Tiefe, mehr Finanzen und mehr Vermögen. www.welt.de/aaablackfriday" Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The MadTech Podcast
MadTech Daily: US Senators Push Meta Scam Ad Probe; ChatGPT Adds Shopping Research Tool; Alibaba Tops Revenue Forecasts

The MadTech Podcast

Play Episode Listen Later Nov 26, 2025 2:03


In today's MadTech Daily, we look at US senators pushing a probe into Facebook and Instagram scam ads, ChatGPT adding a new shopping research tool, and Alibaba topping revenue forecasts driven by instant retail and AI.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Wackelt NVIDIA-Monopol?” - Kohl's, Spotify, Zoom, Novo Nordisk & Banken-Analyse

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Nov 26, 2025 13:54


Was waren die großen Themen der letzten Börsenwoche? Wie baut MSCI seinen World Index und wieso gilt Südkorea bei ihnen als Schwellenland? Genau solche Fragen werden euch jede Woche auf dem YouTube-Kanal von Scalable Capital beantwortet. https://www.youtube.com/@scalable.capital/videos. Meta soll Google-Chips kaufen wollen - gefällt Alphabet, NVIDIA nicht. Kohl's, Symbotic und Abercrombie & Fitch sind der 35%-Club, Zoom auch gut, kann aber nicht mithalten. Spotify will US-Preise erhöhen, Alibaba wächst stark bei KI und Novo Nordisk hat mal gute Daten. Deutsche Bank (WKN: 514000) und Commerzbank (WKN: CBK100) haben sich dieses Jahr jeweils circa verdoppelt. Bank-Aktien sind also nicht nur langweilige Dividenden-Zahler. Aber wie findet man die besten? Das hat uns Christian Kirchner von FinanzSzene verraten. Diesen Podcast vom 26.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Trends Podcast
Z-Beurs woensdag 26/11/25 met Danny Reweghs

Trends Podcast

Play Episode Listen Later Nov 26, 2025 9:27


Danny Reweghs bespreekt de grote ontslagronde bij ABN Amro en de resultaten van de Chinese techreus Alibaba. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Heartland Market Talk
Thanksgiving Lift for the Grain Trade

Heartland Market Talk

Play Episode Listen Later Nov 26, 2025 6:26


Seasonal Thanksgiving rally lifts grains with strong South Korea corn demand. Beans wobble on Alibaba headlines but stabilize. Cattle surge after USDA remarks. Energies mixed into holiday.

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: Inside the AI Chip Shake-Up and Big-Tech Market Reactions

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Nov 26, 2025 16:31


The AI chip cold war has officially gone hot — and markets are moving fast. In today’s episode, hosted by Michelle Martin with Ryan Huang, we unpack why Meta’s talks with Google’s AI chips have shaken Nvidia’s dominance and sent shockwaves through tech stocks. We break down what Meta, Google and Nvidia each stand to gain — or lose — as hyperscalers race to control more of the silicon stack. Plus we run through the UP-or-DOWN moves across global names such as Alibaba, Nvidia, Google, Meta, Xiaomi, HP, Best Buy, Nio, Apple, Samsung, ThaiBev. We also check in on the Straits Times Index as Hongkong Land, Jardine Matheson and Genting Singapore steer the morning’s action.See omnystudio.com/listener for privacy information.

Schwab Market Update Audio
PPI, Retail Sales Data Await Following Big Rally

Schwab Market Update Audio

Play Episode Listen Later Nov 25, 2025 9:22


Stocks are up two straight days following Monday's tech-led rally bolstered by Alphabet and Broadcom. PPI and retail sales data loom along with Best Buy and Alibaba results.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0130-1125) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wizards Of Ecom (En Español)
#355 - Negociación con proveedores chinos: Estrategias efectivas

Wizards Of Ecom (En Español)

Play Episode Listen Later Nov 25, 2025 28:36


Negociar con proveedores chinos es un arte que combina análisis, estrategia y mucha disciplina. Para Andrés Bellón, experto en importaciones, mentor y fundador de ITG en Colombia, todo comienza con entender el ecosistema donde se juega la partida. Él lo resume con claridad: "Alibaba es una de las plataformas principales para tener al alcance las diferentes fábricas de China y con la que puedes comunicarte con proveedores, pero no es la única". También menciona Temu, pensada para consumidores finales, y las ferias presenciales, como la de Cantón, donde conviven iluminación, tecnología, hogar, belleza y accesorios. La magnitud del mercado también habla por sí sola: "Hoy hay más de 60 millones de fábricas en China y tenemos posibilidad de elegir para ahorrar más dinero". Esa amplitud exige método. En ITG nunca se quedan con el primer proveedor que encuentran: "Siempre elegimos de 10 a 15 proveedores para verificar qué es lo que cada uno ofrece". El paso siguiente es la comparación, porque China puede ofrecer productos con tecnología muy elevada, pero la ecuación siempre debe incluir a quién se lo vas a vender. Elegir bien es un análisis comercial tanto como técnico. Para Andrés, la verificación es un principio irrenunciable: "Para verificar los proveedores tenemos que visitar las fábricas, ver la producción de los productos y testear la calidad". Esto no solo evita sorpresas: permite evaluar garantías, procesos y la capacidad real de respuesta ante problemas. "Siempre vamos un paso adelante antes de comprar y les consultamos cómo solucionan cualquier tipo de problema que pueda surgir", remarca nuestro invitado. Todo se aclara por adelantado. Una comunicación transparente es la base para proteger el capital y tener control de cada orden. Sin embargo, el contexto actual complica el juego. "Actualmente en China hay mucha variedad de calidades y eso dificulta la negociación", afirma Andrés. Cuando no se verifica en persona, la información visual puede engañar: "Si no verificas la producción personalmente, los proveedores te mandan las fotos y los videos, cargas los productos, llegan a tu país y ahí tienes el dolor de cabeza". Aunque es un negocio cada vez más accesible, proteger el patrimonio se vuelve más desafiante. "Cualquiera compra y trae productos, pero no siempre son de calidad", advierte nuestro experto. Los precios, además, nunca son absolutos: "Los precios van a depender de la calidad del producto". Por eso Andrés tiene una regla clara: "Si hago negocios con China a partir de los 5 mil dólares, yo verifico con la fábrica personalmente. Si es menos de eso, tomo el riesgo de comprar sin verificar". Y siempre negocia con una alternativa en mano: "Siempre me gusta negociar con un segundo proveedor, porque ahí tienes una opción válida". Su experiencia le dejó también límites muy precisos: "No compro productos reacondicionados, sino siempre nuevos, porque he tenido una mala experiencia porque los productos vinieron fallados". Mientras tanto, China avanza. "Se viene una revolución tecnológica impresionante y hay una gran oportunidad para los empresarios que queramos hacer una inversión en esas nuevas tecnologías", destaca nuestro invitado. El que esté preparado para identificar tendencias podrá adelantarse a la competencia. Para quienes están por importar por primera vez, Andrés es enfático: "Les aconsejo que busquen un acompañamiento empresarial de alguien que ya ha vivido esa experiencia y que los acompañe desde la compra hasta que llega a su bodega, porque sino se meten en una ruleta en la que pueden ganar o perder". La guía correcta, dice, protege el capital al 100%. Sin un foco claro ni una estructura de negocio, el riesgo se dispara y "terminas perdiendo dinero". Y recuerda un punto crucial para Latinoamérica: "En los países latinos hay mucho contrabando y para que lleguen los productos a su país deben tener cuidado". En el mundo de las importaciones, negociar no es solo hablar de precios: es tomar decisiones informadas, anticiparse a los riesgos y moverse con un plan. Para Andrés, esa es la única forma de convertir una oportunidad global en un negocio real y sostenible. Sitio web: andresbellon.com Youtube: Importaciones Andrés Bellón TikTok: @andresbellon Instagram: @andresbellon X: @AndresBellon

Lead-Lag Live
China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares

Lead-Lag Live

Play Episode Listen Later Nov 25, 2025 34:30 Transcription Available


In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China's tech sector and why it matters for investors.They discuss the rise of AI in China — including DeepSeek and Alibaba's Qwen models — and how letting companies train AI on their own data could boost cloud adoption. Henry also explains China's push into robotics and how it fits alongside US leadership in chips and software.To bring it back to portfolios, Henry breaks down why KWEB tends to react strongly to policy headlines, how KLIP uses that volatility to generate monthly income, and simple ways to combine the two depending on your goals.In this episode:• What's changing in US–China trade• China's growing AI ecosystem• Why enterprise fine-tuning matters• How robotics and chips fit into the story• How KWEB behaves during policy shifts• How KLIP turns volatility into incomeLead-Lag Live brings you real conversations with the people shaping global markets. Subscribe for more insights that cut through the noise.#KWEB #KLIP #ChinaTech #AIinChina #EmergingMarkets #Investing #KraneShares #MarketInsightsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Beurswatch | BNR
ABN Amro schrapt erop los: botte bijl of chirurgische precisie?

Beurswatch | BNR

Play Episode Listen Later Nov 25, 2025 23:40


5200 banen moeten weg bij ABN Amro. De nieuwe CEO van de bank denkt dat het allemaal een stuk efficiënter kan. De kosten moeten omlaag, dat had ze al gezegd. En dus gaat de komende jaren bijna een kwart van het personeel eruit. Snijden ze niet te diep in eigen vlees? En maakt dit ABN Amro nu aantrekkelijker, of juist moeilijker om over te nemen? Dat hoor je in deze aflevering. Je hoort ook over Alphabet. Dat ruikt de beurswaarde van 4 biljoen dollar, en krijgt nog even een zetje in de richting dankzij een gerucht over hun chips. Ze maken chips voor datacenters, en Meta zou daar voor een paar miljard dollar van willen inkopen. Die positiviteit slaat over in negativiteit bij de concurrentie, want beleggers in Nvidia en AMD zien Alphabet opeens als een serieuze dreiging. We proberen in de te schatten hoe serieus die dreiging precies is. Verder vertellen we je over een explosieve omzetgroei in de cloudtak van Alibaba. Dat wil dolgraag weer meedoen met de belangrijkste techbedrijven ter wereld. En over een stoelendans in de S&P 500, waar een bedrijf uit onze jeugd opeens een plekje verovert.See omnystudio.com/listener for privacy information.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Diese Aktien kauft Uli Hoeneß” - Novo Nordisk, Bayer, Tesla, Alibaba, Grindr & Gap

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Nov 25, 2025 13:57


Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Novo Nordisk enttäuscht, Bayer überzeugt. Tesla setzt auf Chips, Amazon investiert weiter in KI-Infrastruktur. Grindr wird nicht privat, Alibaba hat viele KI-Nutzer, Julius Bär leidet weiter unter Signa und Oscar Health freut sich über Obamacare-Verlängerung. US-Modekonzern Gap (WKN: 863533) hat dasselbe Schicksal ereilt wie Abercrombie & Fitch oder American Eagle. Starker Aktienanstieg in den 2000er-Jahren, dann der Absturz. Doch Gap steckt jetzt in einer spannenden Transformation. Uli Hoeneß mag neben Fußball auch die Börse. In der Geburtstagsfolge vom OMR-Podcast hat er verraten, welche Aktien er zuletzt gekauft hat: Adidas (WKN: A1EWWW), BMW (WKN: 519000), Amazon (WKN: 906866) und Qualcomm (WKN: 883121) Diesen Podcast vom 25.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The MadTech Podcast
MadTech Daily: EU Unconditionally Greenlights Omnicom's IPG Acquisition; YouTube Usage Hits 84% of Adults; Alibaba's Qwen Tops 10m Downloads

The MadTech Podcast

Play Episode Listen Later Nov 25, 2025 1:55


In today's MadTech Daily, we cover the EU greenlighting Omnicom's IPG acquisition without conditions, YouTube usage reaching 84% of adults, and Alibaba's Qwen topping 10 million downloads.

Mercado Abierto
Las claves del día en Wall Street

Mercado Abierto

Play Episode Listen Later Nov 25, 2025 8:33


Rafael Ojeda, miembro del Comité de Inversiones de Ursus 3 Capital Agencia de Valores, repasa Wall Street con vistazo a Alphabet, Best Buy, Kohl´s, Zoom, SanDisk y Alibaba.

TechCheck
Alibaba and Google's AI comeback 11/24/25

TechCheck

Play Episode Listen Later Nov 24, 2025 7:13


Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week after launch. We dig into why Alibaba and Google's end-to-end advantage is boosting confidence in their AI strategies. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech&Co
Alibaba : le début prometteur de "Qwen AI" – 24/11

Tech&Co

Play Episode Listen Later Nov 24, 2025 24:52


Lundi 24 novembre, Frédéric Simottel a reçu Clément David, Président de Theodo Cloud, Enguerand Renault, directeur de la rédaction Satellifacts et Damien Douani, responsable de l'innovation de l'école Narratiiv et fondateur de Topos. Ils sont revenus sur le début prometteur de l'application Qwen AI d'Alibaba, l'éventuelle autorisation de Nvidia de vendre ses puces en Chine, et l'alerte de C. Lagarde sur le retard de l'europe, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Capital
Capital Intereconomía 9:00 a 10:00 24/11/2025

Capital

Play Episode Listen Later Nov 24, 2025 56:59


En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada marcada por la mejora del sentimiento inversor ante el fuerte repunte en las expectativas de recorte de tipos en EE.UU., que ya se sitúan en el 69%. En el análisis de mercados, Pablo García (Divacons–Alphavalue) destacó que el foco del día está en la geopolítica, con la reunión clave de líderes europeos para tratar la situación en Ucrania, cuyo plazo límite se fija el 27 de junio. Esto mantiene en alerta a los sectores de energía y defensa, especialmente con las nuevas tensiones entre China y Japón, tras el despliegue de misiles cerca de Taiwán y las advertencias de Pekín. Las materias primas también son protagonistas, con un petróleo sensible a estas conversaciones. En el ámbito corporativo, BHP retira su cuarta oferta sobre Anglo American, lo que puede influir en el sector minero; e IAG cancela vuelos a Venezuela coincidiendo con el ultimátum de EE.UU. para cercar a Maduro, a quien se vincula con el llamado “Cartel de los Soles”. La semana será decisiva para medir la fortaleza del consumo en EE.UU., con Black Friday, los datos del PIB y el PCE como referencias clave. En tecnología, Alibaba debuta con fuerza con su nueva aplicación de IA, buscando competir frontalmente con ChatGPT. El programa terminó con el consultorio de bolsa de José María Lerma, atendiendo dudas de los oyentes.

The Agile World with Greg Kihlstrom
#772: Contentful CMO Elizabeth Maxson on AI-augmented human creativity in marketing

The Agile World with Greg Kihlstrom

Play Episode Listen Later Nov 21, 2025 23:53


With increased AI Adoption, is the most valuable skill for a modern marketer empathy with customers, or is it successfully prompting? Contentful, in partnership with Atlantic Insights, The Atlantic's marketing research division, recently conducted a study of over 425 marketing decision makers including 103 CMOs. This study, “When Machines Make Marketers More Human,” challenges the notion that AI will replace many marketing functions and instead demonstrates how AI can amplify marketers' effectiveness, creativity and impact. Today, we're going to talk about how AI is reshaping the very definition of a modern marketer. We'll explore the shift from simply automating tasks to augmenting human creativity, the rise of the ‘full stack' marketer, and what skills are becoming non-negotiable in an AI-driven world.To help me discuss this topic, I'd like to welcome, Elizabeth Maxson, CMO at Contentful. About Elizabeth Maxson Elizabeth Maxson is the Chief Marketing Officer of Contentful, a content management platform trusted by more than 4,200 companies around the world. Elizabeth brings nearly two decades of integrated marketing leadership to the role and is focused on driving marketing strategies that leverage AI and personalization to help brands deliver personalized and scalable content to their audiences. Prior to Contentful, Elizabeth served as the Chief Marketing Officer at Tableau, a Salesforce company, where she led go-to-market strategy, drove end-to-end marketing initiatives, and spearheaded strategic technology partnerships, launching critical relationships with industry giants such as AWS, Google, Alibaba, Apple, and many others. In addition to her role at Tableau, Elizabeth has also served as the Head of Marketing at Quip, another Salesforce acquisition. She holds a BAA in Facility Management and Marketing from Central Michigan University. ,Yes,This will be completed shortly Elizabeth Maxson on LinkedIn: https://www.linkedin.com/in/emaxson/ Resources Contentful: contentful.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Contentful, in partnership with Atlantic Insights, The Atlantic's marketing research division, conducted a new study, When Machines Make Marketers More Human, challenging the notion that AI will replace many marketing functions and instead demonstrates how AI can amplify marketers' effectiveness, creativity and impact. They surveyed 425 marketing decision makers, including 103 CMOs, across industries, company sizes, and regions to show how forward-thinking marketing leaders are incorporating AI into their critical infrastructure. Get the report hereConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com  The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Sharp China with Bill Bishop
(Preview) A Maximalist Response to Japan's PM; More Bad Real Estate News; Leaked Warnings on Alibaba; Hasan Piker Touring China

Sharp China with Bill Bishop

Play Episode Listen Later Nov 19, 2025 18:08


On today's show Andrew and Bill begin with a week of escalating rhetoric in response to Japanese Prime Minister Sane Takaichi's comments about a Taiwan contingency. Topics include: Memories of Senkakku Islands tensions in 2012, why protests in the streets are unlikely this time, possibilities to escalate and de-escalate from here, and possible PRC motivations for reacting so forcefully. From there: A new round of disappointing real estate data while Lou Jiwei predicts prolonged contraction, “phantom loans” at banks, and a rescue mission for the Shenzhou 21 crew at Tiangong space station. At the end: A leaked White House memo alleges Alibaba is cooperating with the PLA, Hasan Piker's viral travels spawn thoughts on Western influencers touring China, and a BBC journalist is reportedly under investigation for espionage in Brussels.

China Perspectives
Price Wars in China's Food Delivery and Instant Retail

China Perspectives

Play Episode Listen Later Nov 19, 2025 14:39


Fitch analysts discuss intensifying competition between Meituan and Alibaba in China's food delivery and instant retail business.(00:22) - Introduction to instant retail in China (01:19) - Competitive landscape and on-going price war (02:54) - Meituan's strategy to defend market leadership (05:18) - Alibaba's challenges and opportunities (07:02) - Meituan's rating outlook change (09:38) - Alibaba's profitability and free cash flow (11:00) - How the price war could end

Canary Cry News Talk
MOSTLY PEACEFUL Mexican Gen Z Rev? Bezos PROMETHEUS, Theil AI Bubble Pop | CCNT 892

Canary Cry News Talk

Play Episode Listen Later Nov 18, 2025 179:55


BestPodcastintheMetaverse.com Canary Cry News Talk #892 - 11.17.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support   Send address and shirt size updates to canarycrysupplydrop@gmail.com   Join the Canary Cry Roundtable This Episode was Produced By:   Executive Producers LX Protocol BARON of the Berrean Protocol*** Sir Jamey Not the Lanister***   Producers of TREASURE (CanaryCry.Support) Christy S, Heather M, Cage Rattler Coffee, Rod   Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM   NEPHILIM UPDATE 10:12 Tim Alberino on Glenn Beck   ELON/BEAST SYSTEM 11:52 Post: Elon says Optimus will solve poverty and provide "Universal High Income for all" (X)    AI/BEZOS 16:10 Jeff Bezos reportedly returns to the trenches as co-CEO of new AI startup, Project Prometheus   MEXICO/RIOTS 36:17 Gen Z Riots in mexico "Mostly Peaceful" CLIP: "SMALL" Protest CLIP: Mexican Riot Police CLIP: Mexican Riot Police do it different → Ryan Grim suddenly suspects fake youth movements (X)   CLIP: Mexican senator calls out Sheinbaum for Narco State on national TV (FOX) → More notes from Fox report (X) Clip: US MIlitary Buildup around Venezuela CNN Claims UK stopped intelligence sharing with US for Carco Boats The SUN Claims UK DID NOT stop sharing Intel (The Sun)   AI 1:42:18 Peter Thiel and Softbank sell NVIDIA (MSN/Money) "The Big Short" Guy "Closes up shop" after shorting NVIDIA → Clip: World's Highest IQ guy crazy price prediction for BTC (X) Inside the Bitcoin apocalypse Jim Cramer BUY BTC Oct 22 BTC began decline on Oct 28   CRYPTO/AI 2:13:15 Alibaba cross-border arm plans AI subs and stablecoin-like payments with JPMorgan (CNBC) JPMorgan Rolls Out JPM Coin Leveraging Coinbase's Base: Report (Coindesk) Note: Jim Cramer says BUY Alibaba!   V4V 2:24:41 Podcasting Market Worth USD 114 Billion by 2030 as Connected-TV, Voice Assistants, and Regional Audience Growth Gain Momentum, Reports Mordor Intelligence (Yahoo/Mordor)   EXECUTIVE PRODUCERS TALENT/TIME END 2:59:54

Tech Path Podcast
Japan Declares Crypto War on China

Tech Path Podcast

Play Episode Listen Later Nov 17, 2025 17:05 Transcription Available


Japan is putting together one of its most significant updates to crypto regulation in years. The government is preparing to reclassify digital assets under financial-instrument rules and lower the tax burden for investors across the country. Meanwhile, Trump is targeting Ripple rival bank JP Morgan who is allegedly partnering with China to spy on Americans.~This episode is sponsored by Mevolaxy~Boost your crypto with Mevolaxy ➜ https://bit.ly/Mevolaxy00:00 intro00:05 Japan vs China00:37 Taiwan Tensions Rise01:28 $110 Billion Stimulus Incoming01:59 Alibaba x JP Morgan: Triggers Trump Investigation03:23 Trump Targeting JP Morgan04:24 Japan Lowering Taxes on Crypto04:50 Crypto Green List05:35 Japan Loves $SHIB06:30 Sponsor: Mevolaxy09:00 Japan Stablecoin Launched10:19 Polygon & Avalanche10:43 Ripple $RLUSD Japan in 202611:18 Japan Sony Gaming12:00 Soneium Super App12:39 Soneium Flips Ethereum13:04 China CBDC vs Stablecoins14:09 Ethereum Fusaka Upgrade14:39 More Upgrades Coming in 202615:25 Why Japan Loves Ethereum16:07 Major Announcement Tomorrow16:41 outro#Crypto #Ethereum #XRP~Japan Declares Crypto War on China

Squawk Pod
5 Things to Know Before the Opening Bell 11/13/2025

Squawk Pod

Play Episode Listen Later Nov 13, 2025 1:38


President Trump signs a funding bill that reopens the government after the longest shutdown in history, economic data not collected during the shutdown may never be released, the Supreme Court will hear oral arguments in January in the President's challenge to Federal Reserve Governor Lisa Cook, Alibaba is retooling artificial intelligence apps to be more like ChatGPT, and the end of the line for the penny after more than two centuries.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.