Podcasts about KLA

Die KI-Rally eskaliert: SK Hynix, Marvell Technology, KLA, Fujikura und WhiteFiber steigen scheinbar unaufhaltsam. Doch sind diese KI-Aktien noch fair bewertet – und woher sollen die nächsten Kursgewinne kommen? Willkommen bei „Das Briefing“ – DER wöchentlichen Börsensendung für deutsche Privatanleger, jeden Samstag. In dieser Ausgabe analysiere ich, was Bewertungen, Unternehmensgewinne, Zinsen und Geopolitik für den Aktienmarkt bis zum Jahresende bedeuten. Wie weit können DAX, S&P 500 und Nasdaq noch steigen – und wann wird aus der KI-Euphorie gefährlicher Größenwahn? Wir rechnen nach: Welche Erwartungen sind bereits in den Kursen von SK Hynix, Marvell, KLA, Fujikura und WhiteFiber enthalten? Rechtfertigt das Gewinnwachstum die hohen Bewertungen? Und was müsste passieren, damit die Kurse auch von diesem Niveau aus weiter steigen? Außerdem sorgt Kevin Warsh mit seinem ersten großen Auftritt als neuer Fed-Chef für Verunsicherung. Seine Kommunikation erinnert viele Marktbeobachter an die Ära von Alan Greenspan. Ist Warsh ein geldpolitischer Falke, ein Pragmatiker – oder schlicht noch schwer zu durchschauen? Ich erkläre, was seine neue Linie für Aktien, Anleihen, Zinsen, Gold und den US-Dollar bedeuten könnte. Auch bei den Unternehmen gibt es deutliche Warnsignale: BMW schockiert mit einer Gewinnwarnung und einem schwächeren Ausblick. Die Accenture-Aktie bricht nach enttäuschenden Prognosen massiv ein. Handelt es sich nur um unternehmensspezifische Probleme – oder zeigen diese Abstürze, dass die Erwartungen der Anleger inzwischen zu hoch sind? Und dann ist da noch die explosive Lage im Nahen Osten: Gibt es tatsächlich eine Chance auf Frieden zwischen den USA und Iran – oder droht bereits die nächste Eskalation? Rund um die Straße von Hormus herrscht erneut Verwirrung. Gleichzeitig gibt es eine Waffenruhe zwischen Israel und der Hisbollah im Libanon, während die Ölpreise deutlich unter Druck geraten. Was bedeutet dieses Chaos für Inflation, Zinsen, Energieaktien und die Weltwirtschaft? Die wichtigsten Themen dieser Ausgabe:

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Trump-Rallye bei Intel, den Ritterschlag für QuantumScape und eine spektakuläre Hochstufung bei Marvell. Außerdem geht es um QuantumScape, Micron, KLA, Infineon, BMW, Mercedes-Benz, Volkswagen, Schaeffler, Lockheed Martin, Northrop Grumman, L3Harris Technologies, Kroger, Honda, Applied Optoelectronics, SanDisk, Western Digital, Seagate Technology, Celestica, Vertiv, Argan, NextEra Energy, Dominion Energy, Xcel Energy, Capgemini, Cognizant, Infosys, Wipro, EPAM Systems, Globant, Concentrix, BILL Holdings, DXC Technology, Gartner, Robert Half, ManpowerGroup, Coursera, SoundHound AI, Duolingo, VeriSign, Goldman Sachs, Tata Consultancy Services, Microsoft, Amazon, Alphabet, Siemens. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The draw is out, Paris is heating up, and Ground Pass is back with a full Roland Garros 2026 preview. Anastasia and Nick break down a lopsided men's draw where most of the drama lives in the bottom half, a wide-open women's draw with at least fifteen real title contenders, and the section of the bracket where Iga Świątek and Novak Djokovic both drew the worst possible neighborhoods.We get into Carlos Alcaraz's grass-season pullout (and yes, that Vanity Fair cover), the players we're watching from the top of the field down to the qualifiers, the wild card storyline we've been tracking all year in Akasha Urhobo, and the first-round matches we're refusing to miss, including a bold upset call on Aryna Sabalenka in round one.Plus: dates for our McCarran Park screenings, how to join the Ground Pass crew in the Served Bracket Challenge, the launch of our daily Coffee Catch-Up newsletter for the fortnight, and Nick reading a tennis match report from 1878 that you have to hear to believe.Players covered include Arthur Fils, Mirra Andreeva, Casper Ruud, Linda Nosková, Rafael Jodar, Lilli Tagger, Elina Svitolina, Flavio Cobolli, Hailey Baptiste, Eliot Spizzirri, Frances Tiafoe, Taylor Fritz, Nishesh Basavareddy, Kaitlin Quevedo, Emilio Nava, Michael Zheng, Toby Samuel, and Akasha Urhobo.Chapters:00:00 Weather and Merch: A Warm Welcome03:19 Carlos Alcaraz's Withdrawal from Wimbledon07:47 Thoughts on the Roland Garros Draw Ceremony11:00 Join us for the Served Bracket Challenge13:44 McCarren park Screenings details15:14 Draw Analysis: Men's and Women's Perspectives19:27 Players to Watch: Rising Stars and Dark Horses34:28 Qualifiers to watch39:00 Spotlight on Qualifiers: Rising Stars40:46 Wild Cards and Their Potential44:13 Our interview with Akasha Urhobo53:10 Exciting Matches to Watch: First Round Highlights59:02 Roland-Garros Updates: What to Expect01:04:28 Tennis History: A Look Back [Outro]Links:Send us a voice memo: https://www.groundpasspodcast.com/voice-memoAthletic story about Alcaraz injury [Gift Link]: https://www.nytimes.com/athletic/7263807/2026/05/20/tennis-worst-injury-wrist-recovery-treatment/?source=user_shared_article&unlocked_article_code=1.klA.BuEf.htnlRpDbLNVVRoland Garros Draw: https://www.groundpasspodcast.com/guides/rolandgarros2026printabledrawsServed Bracket Challenge: https://served.bracket.tennis

Relebogile Mabotja speaks to KLA (pronounced “Kayla”) a Johannesburg-born singer and multi-hyphenate creative whose fusion of pop, R&B, soul, and African rhythms is redefining the sound of a new generation, with a powerful voice, emotionally resonant lyrics, and a magnetic stage presence with her recently released a new single, ‘Heat.’ 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet  https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? Check out our live coverage: https://www.sixfivemedia.com/our-events/google-cloud-next-2026 Be part of our community — hit that subscribe button and let us know if you'd like us to go back to Friday drops.  

When a single mismanaged tech transfer threatens an entire development program, pressure on CMC leaders and bioprocess teams is intense. The truth? Tech transfers aren't a black box. They're complex, but solvable with the right mindset and playbook.In this episode, David Brühlmann explores the practical side of tech transfer and scale-up within the biotech industry. With more than 15 years of experience, he shares personal stories and industry-tested frameworks that help demystify the complexities of transferring technologies between sites or organizations. Instead of focusing solely on technical details, he emphasizes the crucial human and organizational factors that often decide project success or failure.Key topics discussed:How mapping and managing stakeholders can resolve hidden issues and accelerate projects (01:55)Case studies highlighting the importance of environmental factors — like light exposure — in process performance and troubleshooting (05:50)A mass transfer checklist for bioprocess scale-up, with specific focus on equipment-related parameters (07:09)The build vs. outsource dilemma: how to choose what to keep in-house and what to partner out, depending on company strategy and project phase (08:05)A 12-week tech transfer preparation protocol, covering foundations, risk mitigation, and execution readiness (10:16)Lessons on leadership, prioritization, and effective delegation to avoid personal and organizational bottlenecks (13:28)Whether you're overseeing a complex CMC program, navigating CDMO relationships, or planning your next scale-up, this episode offers concrete steps to cut through confusion and deliver results.If you're interested in the ideas discussed, here are some of the guests David referenced in this episode.Episodes 91 - 92: Mass Transfer Secrets: Mastering Bubbles and kLa from Bench to Large-Scale Production with Lars Puiman & Rik VolgerEpisodes 79 - 80: Think Before You Build: Holistic Approaches to Biotech Facility Design with Alfredo Martínez MogarraEpisodes 57 - 58: Crafting a Solid CMC Strategy: Key Factors and Common Pitfalls with Matthias MüllnerEpisodes 23 - 24: Strategies for Success: Master CMC Development with Gene LeeSupport the show

Halbleiteraktien bleiben einer der wenigen Bereiche mit starkem Momentum. Im Fokus stehen Lam Research, KLA und Applied Materials, drei Titel mit Marktstellung, Wachstum und Potenzial. Gleichzeitig geht es um die Frage, warum Technologieführer aktuell gegenüber Banken bevorzugt werden und welche Risiken Anleger trotz der starken Story im Blick behalten sollten.

What if the hidden cost of your bioprocess lies not in the technology, but in what you don't document?Too often, biotech teams discover too late that their “proven” process is just an illusion, propped up by undocumented tricks and missing critical parameters. In this episode, David Brühlmann strips down the assumptions behind scale-up and tech transfer, exposing the silent risks that threaten CMC milestones and market launches alike. After 15 years guiding biotech projects from bench to clinic, he's felt the pain of process gaps, regulatory curveballs, and million-dollar mistakes. Here, he turns that experience into a tactical guide designed to save you from the same pitfalls.In this episode, you'll learn about:The 6-pillar approach to turning tech transfer into a managed process, rather than a gamble (03:09)Why mass transfer physics and factors like kLA are critical—and how they can make or break a process at scale (05:12)The importance of analytical comparability, including the common blind spots in sampling plans and method validation (07:19)Establishing a solid Quality by Design (QbD) foundation and defining critical quality attributes before transfer, not after failures (08:33)Stakeholder management and why non-technical challenges often derail projects (with more on this in Part 2) (10:09)Evaluating CDMO partners: What selection criteria really matter for long-term success and risk mitigation (11:03)Strategic decision-making: Building core capabilities versus outsourcing, and how to avoid unnecessary costs and delays (12:22)This episode sets the stage for Part 2, where David Brühlmann will share practical stories and detailed frameworks for real-world implementation. If you manage bioprocess scale-up, tech transfer, or CMC development, you'll find plenty of actionable insights to apply in your own work.If you're interested in the ideas discussed, here are some of the guests David referenced in this episode.Episodes 91 - 92: Mass Transfer Secrets: Mastering Bubbles and kLa from Bench to Large-Scale Production with Lars Puiman & Rik VolgerEpisodes 79 - 80: Think Before You Build: Holistic Approaches to Biotech Facility Design with Alfredo Martínez MogarraEpisodes 57 - 58: Crafting a Solid CMC Strategy: Key Factors and Common Pitfalls with Matthias MüllnerEpisodes 23 - 24: Strategies for Success: Master CMC Development with Gene LeeSupport the show

Originally recorded at SXSW 2026: The next generation of high-growth companies isn't clustering on the coasts—they're choosing mid-sized tech hubs known for talent density, R&D strength, collaboration, and capital efficiency. This panel explores the national rise of “opportunity-driven ecosystems,” using Ann Arbor as a case study in how a city can punch far above its weight in sectors like mobility, life sciences, AI, and advanced manufacturing. Hear from founders, corporate innovation leaders, and ecosystem builders on what actually drives them to choose places like Ann Arbor; how partnerships with global R&D giants (KLA, Sartorius, Torc, Wacker) accelerate local innovation; and why mid-sized hubs are becoming magnets for both startups and established companies. If you're building, scaling, or investing, this session will reveal what high-performing ecosystems outside traditional coastal markets get right—and how companies leverage them for faster, more sustainable growth.

Carl Jackson is joined by Zach Smith, a senior legal fellow at the Heritage Foundation, to discuss the latest developments in the Supreme Court. They dive into the recent decision in Childs v. Salazar, where the court ruled in favor of a therapist who was sued for providing conversion therapy. They also discuss the upcoming case, Louisiana v. KLA, which deals with election integrity and the Voting Rights Act. Additionally, they touch on the President's authority to fire executive branch officials and the implications of the birthright citizenship case. Facebook: https://www.facebook.com/carljacksonradio X/Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com Visit our Store https://CarlJacksonStore.comSee omnystudio.com/listener for privacy information.

Carl Jackson is joined by Zach Smith, a senior legal fellow at the Heritage Foundation, to discuss the latest developments in the Supreme Court. They dive into the recent decision in Childs v. Salazar, where the court ruled in favor of a therapist who was sued for providing conversion therapy. They also discuss the upcoming case, Louisiana v. KLA, which deals with election integrity and the Voting Rights Act. Additionally, they touch on the President's authority to fire executive branch officials and the implications of the birthright citizenship case. Facebook: https://www.facebook.com/carljacksonradio X/Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com Visit our Store https://CarlJacksonStore.comSee omnystudio.com/listener for privacy information.

Klađenje je staro koliko i ljudska civilizacija a danas su kladionice sastavni deo naše stvarnosti. Kladiti se možemo na sve. To nisu uvek samo bezazlene stvari iz sveta sporta ili estrade, već i pobede na izborima, pa čak i ishodi ratova. Ljudi koji se klade nastoje da otkriju „kod“ stvarnosti, ali oni mogu čak i da – oblikuju stvarnost. Kako i zašto – pitanja su čijim su tragom pošli Maja Marić i Saša Bojić. Von Saša Bojić.

James Corbett appears in two separate interviews for KLA.TV. In the first, he discusses how the US/Israeli relationship explains Uncle Sam's moves in the Middle East and how technocracy explains the so-called "Donroe Doctrine." In the second, he goes in-depth on the Epstein files and what they reveal about the operations of the kakistocracy.

Market update for Friday January 30, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Gold and silver pull back Trump picks Kevin Warsh to be next Chairman of the Federal ReserveApple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressureOpenAI planning for Q4 IPOSandisk surges on booming AI-driven memory demand while KLA slides on supply constraintsElon considers potential SpaceX merger with xAI ahead of IPO

Im BX Morningcall werden folgende Aktien analysiert und erklärt: KLA Tencor, Alphabet A & BBVA mit François Bloch

This week on Elite Rugby Banter, we unpack a weekend of rugby that felt like it was scripted by a mischievous referee with a flair for theatre. The Boks beat Italy, but the real drama was in the card deck — with Eddie Jones still talking about “intent” like it's a legal thriller. KLA ghosted again, Moodie's defence was more interpretive dance than tackle technique, but Dwilly was electric and Manie continued to Manie with reckless charm. Pollard? Somewhere between solid and spectral. If you're not betting on Bok 9s to score, you hate free money. And Rassie's bench moves? Chef's kiss. Across the channel, England stunned the All Blacks and now we're all asking: are they actually good? Is this real? Who's in the top five now — and does anyone agree? BBBB caught some heat, but the real fire was in the discourse. Ireland beat Australia, but only the wrong Aussies shone. Ireland looked better, but was that just because Australia are now a rugby ghost town? Scotland lost to Argentina, and surely Tooney's seat is now lava. Meanwhile, Argentina continue to “prove” they're a top team — despite having done so for five years, three World Cup semis, and wins over basically everyone. Can we retire the “on their day” trope? And yes, Japan played Wales. It's a week of hot takes, cold facts, and rugby chaos — and we're here to stir it all with a crooked referee's whistle and a wink. Music by @monstroid, 80s TV Show.

If French rugby is fine wine, the Boks uncorked it, chugged it straight from the bottle, and smashed the glass on the way out. The Springboks have once again marched into Paris like uninvited houseguests, stomping mud across the carpets, smashing the crockery, and pocketing a few heirlooms for good measure. France looked overrated, outmuscled, and utterly unable to dent the Bok defence, while the refereeing circus gave us scrums that made no sense, a red card that raised eyebrows, and yellows that felt more like lottery tickets. Rassie's substitutions were bold, Siya's leadership was immense, and Esterhuizen looked every bit the golden key to unlock this side. Sasha or Manie — who's really the man (hint, it's still Pollard)? Meanwhile, the 9s are bringing the heat, but KLA might not be it. Beyond Paris, the Northern Hemisphere chorus of “we're undercooked” rang out again, conveniently forgetting that the shoe is on the other foot every June. Italy toppled Australia, leaving us wondering if Joe Schmidt's fire has fizzled. Scotland spooked themselves against New Zealand in what quickly became the DMac show. England scraped past Fiji, though the islanders could easily have stolen it, with refereeing once again in the spotlight. Wales, poor Wales, were left licking wounds after Argentina gave them another bruising reminder of reality. And in the background, World Cup qualification permutations rumble on: Namibia struggling, Belgium proving they're more than just chips. It was a weekend of broken narratives, hot takes, and Southern Hemisphere swagger, and we're here to stir the pot with all the banter you can handle. Music by @monstroid, 80s TV Show

U novoj epizodi Digitalk podcasta razgovaramo sa Milošem Klaćem iz kompanije Philip Morris o jednoj od najaktuelnijih tema današnjice — personalizaciji pokretanoj veštačkom inteligencijom (AI-Driven Personalization) i o tome kakvu ulogu u svemu tome igraju ID grafovi. Miloš nam je približio kako se tehnologije poput ID Graph-a i ID Resolution-a, koje u svetu postoje već neko vreme, sada mogu koristiti i kod nas za komercijalizaciju robe i usluga, naročito u kontekstu ukidanja third-party cookies i dolaska nove ere trgovine podacima. Kroz razgovor prolazimo put od nastanka podatka do njegove aktivacije, objašnjavamo kako se gradi 360° profil potrošača, kako prepoznajemo ko je u pitanju na osnovu podataka i šta zapravo znači ThinkBIG, startSMALL, moveFAST pristup. Ako te zanimaju AI tehnologije, data-driven marketing i način na koji se brendovi već danas pripremaju za svet bez kolačića - ova epizoda je za tebe! Miloš Klać, Data Insights & Analytics Business Partner Com. Ops. SEE @ Philip Morris International - https://www.linkedin.com/in/milos-klac/ O čemu smo pričali: - Uvod i predstavljanje - Milošev profesionalni put: od znatiželje i viška energije do strasti ka podacima - AI tehnologija i ID Graf u funkciji komercijalizacije robe i usluga - Osnovni pojmovi: ID Graf, 360 view korisnika… - Merenje & privatnost - Consumer Journey faze - Alati - Iskustva iz pilot projekata Pratite Digitalk podkast za više tema iz digitalnog marketinga, advertajzinga i karijere u kreativnoj industriji: LN: https://www.linkedin.com/company/digitalkrs FB: https://www.facebook.com/Digitalk.rs IG: https://www.instagram.com/digitalk.rs/ Posetite naš sajt i prijavite se na našu mailing listu - https://www.digitalk.rs Prijavite se na naš YouTube kanal: https://bit.ly/3uWtLES Veliku zahvalnost dugujemo kompanijama koje su prepoznale kvalitet onoga što radimo i odlučile da nas podrže i daju nam vetar u leđa: Partneri podkasta: - Raiffeisen banka - https://www.raiffeisenbank.rs/ Digitalne usluge Raiffeisen banke koje preporučujemo za mala i srednja preduzeća: https://bit.ly/4qAA5iR - Kompanija NIS - https://www.nis.rs/ - Ananas - https://ananas.rs/ - kompanija Idea - https://online.idea.rs/ Prijatelj podkasta: - BiVits ACTIVA vitamini i minerali - https://bivits.com/kategorija/bivits-paketi/ Puno obaveza, stres, prekovremeni rad... zvuči poznato? E, za to imamo pravo rešenje. To su BiVits ACTIVA vitamini i minerali. Sa njima ćete lako uzeti zdravlje u svoje ruke i više od toga. Preporučujemo vam NO STRESS paket – kombinacija tri suplementa koja pomažu da se bolje naspavate, smanjite napetost i podignete energiju. Na BiVits sajtu možete pronaći kombinaciju koja je baš za vas, a uz poseban kod DIGITALK ostvarujete i 25% popusta! Uzmite zdravlje u svoje ruke – uz BiVits ACTIVA vitamine i minerale! - Izdavačka kuća Finesa - https://www.finesa.edu.rs/ U ovoj epizodi podelićemo dve knjige "Agilnost na prvom mestu" izdavačke kuće Finesa onima koji budu najbrži i najkreativniji sa komentarima, a možete nam slobodno pisati i na info@digitalk.rs i direktno nam uputiti komentar, sugestiju ili primedbu. Takođe, svi oni koji na Finesinom websajtu poruče knjige i unesu promo kod digitalk dobiće 10% popusta na već snižene cene izdanja na sajtu: https://www.finesa.edu.rs/

In today's episode, we speak with Oreste Donzella, former Chief Strategy Officer of KLA, a global leader in semiconductor process control and inspection. Oreste brings over three decades of experience in the semiconductor industry — a sector that quietly powers every technological advance we see today. You know, every strategist planning for AI's future is charting a course on assumptions about computational power, cost curves, and technological capability. But few are examining the foundation on which all of it rests: semiconductors. Without understanding where chip technology is headed—and the geopolitical forces reshaping its landscape—you're navigating without checking what lies beneath the waterline. Oreste is a veteran strategy officer with decades navigating the complex semiconductor stack, and here we explore the dynamics shaping foundational technologies—from manufacturing processes to geopolitical tensions—so you can better anticipate the forces that will enable or constrain your AI ambitions. In this episode we get into: Why AI's rise is really a story about semiconductors — and how the industry's “emotional revenge” is unfolding. The hidden complexity of the semiconductor supply chain — and how a few specialized companies shape global innovation. How geopolitics, national strategies, and power consumption are redefining the industry's future. The movement toward modular, heterogeneous chip design — and what it means for strategy leaders in every sector. Oreste's model for the three timeless pillars of great strategy execution: Collaboration, Innovation, and Execution. Oreste's perspective reminds us that strategy doesn't live in isolation — it operates often within vast, interconnected systems. And those able to think at the systems level, able to understand how they are evolving, will be the ones able to understand where value is truly pooling and therefore where to play.  Learn more about Outthinker's community of chief strategy officers - https://outthinkernetwork.com/ Follow us on LinkedIn - https://www.linkedin.com/company/outthinker-networks

China ruft bei dem verschärften Handelsstreit zur Besinnung auf. Auch Donald Trump schlägt mildere Töne an. Die Wall Street geht davon aus, dass das Treffen zwischen Xi und Trump am 31. Oktober in Südkorea weiterhin stattfinden wird. Dementsprechend fest tendieren die Futures an der Wall Street. Am AI-Bereich startet heute die Oracle AI World, gefolgt von der Salesforce Dreamforce-Konferenz vom 14. bis 16. Oktober. Die Chip-Maschinenbauer Applied Materials und KLA werden bei dem Brokerhaus Stifel zum Kauf empfohlen. Die Citi äußert sich positiv zu Meta, während BMO Capital die Ziele für Oracle anhebt. Dafür wird Intel nach der starken Rallye von der Bank of America nun abgestuft. Goldman Sachs rät bei PayPal wiederum zum Verkauf. Aufgrund des Columbus-Day-Feiertags sind die Aktienmärkte heute zwar geöffnet, wobei die Anleihenmärkte geschlossen sind. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

China ruft bei dem verschärften Handelsstreit zur Besinnung auf. Auch Donald Trump schlägt mildere Töne an. Die Wall Street geht davon aus, dass das Treffen zwischen Xi und Trump am 31. Oktober in Südkorea weiterhin stattfinden wird. Dementsprechend fest tendieren die Futures an der Wall Street. Am AI-Bereich startet heute die Oracle AI World, gefolgt von der Salesforce Dreamforce-Konferenz vom 14. bis 16. Oktober. Die Chip-Maschinenbauer Applied Materials und KLA werden bei dem Brokerhaus Stifel zum Kauf empfohlen. Die Citi äußert sich positiv zu Meta, während BMO Capital die Ziele für Oracle anhebt. Dafür wird Intel nach der starken Rallye von der Bank of America nun abgestuft. Goldman Sachs rät bei PayPal wiederum zum Verkauf. Aufgrund des Columbus-Day-Feiertags sind die Aktienmärkte heute zwar geöffnet, wobei die Anleihenmärkte geschlossen sind. Ein Podcast - featured by Handelsblatt. +++ Individuell, aktiv und ausgezeichnet: Die Vermögensverwaltung von DJE – mehr unter https://www.dje.de/vv +++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen. China und große Kunden ziehen Applied Materials runter. Applied Materials zieht KLA, LAM und Nova Measuring runter. Samsung holt auf, Apple verliert. First Solar, Nextracker, Sunrun und SolarEdge feiern Trump. Lyft feiert Stimmrechte. Nu feiert Zahlen. Roblox wird verklagt. Warren Buffett hat sein Depot offengelegt: Weniger Apple, gar kein T-Mobile. Mehr Pool, Chevron, Lennar und Nucor. Und natürlich: UnitedHealth. David Tepper, Michael Burry und Warren Buffett steigen bei UnitedHealth (WKN: 869561) ein. Zu Recht? Schwer zu sagen. Fakt ist: UnitedHealth ist komplex, nicht nur eine Krankenversicherung und verdient sehr viel Cash. Diesen Podcast vom 18.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Parag Agrawal is the co-founder and CEO of Parallel, a startup building search infrastructure for the web's second user: AIs. Before launching Parallel, Parag spent over a decade at Twitter, where he served as CTO and later CEO during a period of intense transformation, as well as public scrutiny. In this episode, Parag shares what he learned from his time at Twitter, why the web must evolve to serve AI at massive scale, how Parallel is tackling “deep research” challenges by prioritizing accuracy over speed, and the design choices that make their APIs uniquely agent-friendly. We also discuss: Why Parallel designs for AI as the primary customer Lessons from 11 years at Twitter and applying them to a startup Potential business models to keep the web open for AI Hiring philosophy: balancing high potential and experienced talent The evolving role of engineers in an AI-assisted world Why “agents” are finally becoming useful in production And much more… References: Bloomberg launch coverage: https://www.bloomberg.com/news/articles/2025-08-14/twitter-ex-ceo-parag-agrawal-is-moving-past-his-elon-musk-drama Clay: https://www.clay.com/ Index Ventures: https://www.indexventures.com/ Josh Kopelman: https://www.linkedin.com/in/jkopelman/ KLA: https://www.kla.com/ OpenAI: https://openai.com/ Parallel: https://parallel.ai/ Patrick Collison: https://www.linkedin.com/in/patrickcollison/ Stripe: https://stripe.com/ Where to find Parag: LinkedIn: https://www.linkedin.com/in/paragagr/ X/Twitter: https://x.com/paraga Where to find Todd: LinkedIn: https://www.linkedin.com/in/toddj0/ X/Twitter: https://x.com/tjack Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ X/Twitter: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: (1:26) Founding Parallel with an AI-first mission (3:23) From Twitter CTO/CEO to startup founder (6:20) What the AI era spells for companies (7:58) The CEO to founder pipeline (11:18) Reflections on Twitter's transformation (17:48) How Parallel was born (22:31) Early use cases for Parallel (31:42) How has Parallel's ICP changed? (34:37) AI's impact on competitor dynamics (36:06) When should founders launch? (37:43) Parag's fundraising framework (40:14) Building a high-impact engineering team (44:49) Counterproductive uses of AI (47:35) How will the software engineer role evolve? (49:10) How are Parallel's customers using AI? (53:27) Defining agents in 2025 (55:02) Parallel's long-term vision (1:03:43) Parag's growth as a founder

Hoci politika prináša stále nové kauzy, nejedna z 90. rokov nikdy nebola úplne objasnená. Aj preto si zaslúžia novinárske návraty. V pondelok uplynulo 30 rokov od predaja triptychu Klaňanie sa troch kráľov, ktorým sa Lexova tajná služba pokúsila zdiskreditovať kritického biskupa Baláža, ktorý sa postavil na stranu úhlavného Mečiarovho politického nepriateľa - prezidenta Michala Kováča.O kauze sa v podcaste Dobré ráno rozprávala Jana Krescanko Dibáková s redaktorom Matúšom Burčíkom, ktorý ako jeden z posledných novinárov systematicky píše o časoch Lexovej SIS.Zdroje zvukov: TA3, STVROdporúčanie:Dnes mám pre vás odporúčanie, ktoré sa netýka len kauzy Triptych, ale aj iných z 90. rokov. Mnohí z vás si určite všimli, že pod článkami mávate odkazy na podobné texty. A tak aj pod textami Matúša Burčíka nájdete odkazy na jednotlivé kauzy spojené aj so Slovenskou informačnou službou. Možno ostanete prekvapení, ale nejedno meno sa kde-tu vo verejnom živote objavuje doteraz. Preto je fajn občas si na tieto odkazy kliknúť.–Všetky podcasty denníka SME nájdete na⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ sme.sk/podcasty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠–Odoberajte aj audio verziu denného newslettra⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SME.sk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ s najdôležitejšími správami na⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ sme.sk/brifing⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Earlier this year, I spoke with Dennis Woodside, CEO of Freshworks, about why speed and ROI matter more than ever in AI adoption. Today, we continue that conversation—this time from the IT frontline. In this episode, I'm joined by Ashwin Ballal, CIO of Freshworks and a 30-year tech industry veteran with a track record of driving transformation across global enterprises. From his days leading intelligence and data strategy at KLA to his role as CIO at Medallia, Ashwin knows what it takes to modernize without overcomplicating. We explore: The real impact AI is having inside IT teams and where the hype still outweighs reality Why simplifying IT environments is becoming a strategic priority for CIOs How AI is being used to augment, not replace, human capability The pressure to deliver measurable outcomes with fewer resources—and what leaders are doing about it Ashwin also shares a candid view on upskilling, internal adoption, and how CIOs can keep innovation moving forward while managing complexity and cost. This conversation is released in time for Freshworks' ‘Refresh' event and ties into broader industry trends around operational efficiency, human-centered AI, and IT's changing role in business strategy. If you're a CIO, tech leader, or just trying to cut through the noise around AI in the enterprise, this one's worth your time.

CELÝ ROZHOVOR V DÉLCE 50 MIN. JEN NA ⁠HTTPS://HEROHERO.CO/CESTMIR⁠⁠⁠⁠ A ⁠HTTPS://FORENDORS.CZ/CESTMIR V ateliéru Zahy Hadid působil víc než 14 let, a tak není divu, že je Jakub Klaška přesvědčený, že tou nejhorší odpovědí na architektonický koncept je lhostejnost. S takovými reakcemi se nejznámější architektka na světě prakticky nesetkávala a on ji coby její žák směle následuje. Zároveň se ale netají svými ambicemi přerůst svou učitelku a rozvíjet vlastní témata. Dost možná jsem si tak povídal s někým, o kom se bude učit. Sám už přitom učí, a to na londýnské Bartlett School of Architecture, která byla opakovaně zvolená vůbec nejlepší školou pro studium architektury. Klaška na ní vede ateliér v magisterském programu, jehož předmětem zájmu je dřevo a velké stavby ve městech, ideálně v realizacích, které oboje spojují. Věří, že právě v nich je budoucnost. Za smysluplné považuje i zahušťování měst a využívání jejich skutečného potenciálu nebo postupné omezování aut v jejich centrech. Sám v Londýně, kde od roku 2005 žije, jezdí na kole. Průměrná rychlost dopravy bez ohledu na dopravní prostředek, který zvolíte, tam totiž dosahuje 12 km/h a odpovídá rychlosti, kterou se po britské metropoli kdysi pohybovaly drožky. Je vůbec možné v Praze realizovat odvážné projekty? Co říká na kritiku Masaryčky? Jak těžké je v Česku stavět ve srovnání s ostatními zeměmi? Mají Češi naději na řešení bytové krize? V čem jsou prohry přínosem? Nebo proč není na místě nedůvěra ve veřejné stavby ze dřeva? I o tom jsem mluvil s architektem Jakubem Klaškou, který má na kontě projekty od New Yorku po Nový Zéland a před sebou mimo jiné další pražskou přeměnu.

Send us a textThe 3D InCites Podcast celebrates microelectronics industry innovation with a special episode featuring this year's award winners in heterogeneous integration and chiplet technology.• SallyAnn Henry, Jim Straus and David Wang, ACM Research, describe a horizontal rotation plating system for panel-level packaging with superior uniformity across square substrates• Eric Gongora, of MacDermid Alpha, explains how NovaFab fine-grained copper enables hybrid bonding with customizable annealing times and improved electron migration resistance• Chuck Woychik, NHanced Semiconductors, talks about how the company brings hybrid bonding capabilities onshore with expertise in wafer processing for both defense and commercial applications• Keith Felton, Siemens Digital Industries Software, introduces Innovator 3DIC for hierarchical device planning that automatically propagates design changes throughout chiplet interfaces• Kazuyuki Mitsukura explains how Resonac builds collaborative consortia in Japan and the US to solve complex advanced packaging challenges through shared resources• Rex Anderson from Micross shares his engineering journey and passion for mentoring the next generation of technologists• Ron Huemoeller and Eelco Bergman discuss how Saras Micro Devices addresses AI power challenges with embeddable S-Tile capacitors. They also talk about Saras corporate culture.EV Group EV Groups supplies high-volume equipment and process solutions for semiconductor manufacturing. KLA, SPTS Division KLA provides semiconductor equipment for metrology, inspection, wafer processing, and more. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

In this week's episode of Market Mondays, we dive into the global economic storm brewing as Trump's proposed tariffs spark fears of a full-blown trade war. We unpack how these moves are shaking markets—from auto stocks taking a hit in Europe to Goldman Sachs raising the likelihood of a U.S. recession. Gold is hitting all-time highs, and we break down what that says about investor sentiment. Plus, we discuss which car brands, if any, might be worth a look right now, and whether major companies could start adding Bitcoin to their balance sheets as an economic hedge.We also take a deep look into the AI boom: who's set to benefit next in the ecosystem, and which companies are quietly leveraging NVIDIA's AI stack for future dominance. We review Dennis Fish's 2024 stock picks and play a high-stakes game of portfolio building from a curated list of major players like Netflix, HubSpot, Palo Alto, and Alibaba. To close out, we offer financial advice specifically for married couples looking to build together in uncertain economic times. Tap in!#MarketMondays #Gold #TrumpTariffs #AIStocks #Bitcoin #Recession #Investing #StockMarket #Finance #MarriedMoney #FinancialFreedom #EarnYourLeisure #NVDA #TradeWarTimestamps:12:10 – Biggest lesson learned this week15:55 – Gold hits all-time high21:38 – Trump's incoming tariff plans & market impact40:00 – Who will benefit next in the AI ecosystem?48:00 – Which company benefits most from NVDA's AI stack?52:30 – Dennis Fish's 2024 picks (CDNS, KLA, MELI) — Do we love them?57:00 – Building a portfolio from this stock list: INTU, ASTL, BKNG, HUBS, NFLX, PANW, PWR, BABA, CYBR1:08:30 – Trump tariffs shake Europe: Are any car stocks worth investing in?1:26:00 – Goldman Sachs raises recession odds to 35%: Trade war fallout1:31:00 – Will major companies start adding Bitcoin to hedge against downturns?1:34:10 – How uncertain are we as Q2 kicks off?1:48:00 – Financial advice for married couplesOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Start: 00:00 Icebreaker: 00:30 Intro: 15:00 Who is Ryan AK?: 22:50 Life cycle of Kla booze: 32:35 Mobster's Q&A: 49:22 Why do clubs close after 2 yrs?: 50:18 Best/worst part of owning a business: 55:30 Does your social battery run out?: 58:25 Dresscodes?: 1:02:55 What did SMACK teach you?: 1:06:55 Adding people you meet at the club: 1:08:54 Most hard to believe thing you've seen at Silo: 1:23:28 Reserving a table at Silo: 1:39:58 Target audience: 1:43:53 What makes the prefect business recipe?: 1:53:18 Silo is 1: 2:03:03

It's another huge day of Big Tech earnings with the biggest company of all: Apple. Barbara Doran, CEO of BD8 Capital Partners, and Jose Rasco, CIO at HSBC Global Private Banking kick things off with where we are in the market right now. We break down earnings from Intel, KLA, Visa, Deckers, and U.S. Steel.Patrick Moorhead of Moor Insights discusses Intel's report. We break down Apple from every angle withBarbara Doran, Patrick Moorhead, and Maxim Group's Tom Forte, plus T. Rowe Price portfolio manager Tony Wang. Morgan sits down with UPS CEO Carol Tomé as the company's stock posted its worst day ever after investors shied away from the company's disappointing revenue guidance.

Start: 00:00 Icebreaker: Toilet etiquette, Necrophilia, Man V bear : 00:30 Intro: 9:20 Kla v London: 12:55 Apollo & Mulinde Q&A: 18:02 Does Mulinde have Veneers: 20:11 Kla's Fake Alcohol: 21:00 Impressions of Kla, then & now?: 27:31 Paradise in Kla: 37:50 Long Distance R/ships: 42:02 Crushing on Apollo: 45:00 How's Ug treating y'all: 45:50 Apollo's Brand & lovelife: 46:03 Uk or Ug girls: 48:33 Did Mulinde have a thing with Sheilla Gashumba: 50:18 Awkward daps: 50:53 Opportunity favors the bold: 52:14 Pre chills: 52:54 2024 for Mulinde & Apollo: 54:40 62 since 62: 58:58 Morning or Nighttime Bath: 1:14:50 Mob Jazz Podcast on all Platforms: 1:33:32  

S10E295: We're all Wet Specimens *Available on your favorite streaming service* In this week's episode, the Grims  kick things off by discussing a new Texas law that aims to limit the sale of sex toys in pharmacies, igniting a debate on personal freedom and regulation. The conversation takes an unexpected turn as they explore a fascinating study where scientists teach capuchin monkeys to use currency, leading to some surprising behaviors, including prostitution. The show then shifts gears to highlight a significant medical advancement: the development of a bionic eye designed to restore vision for those suffering from retinal diseases. The discussion quickly pivots to the challenges within the U.S. healthcare system, including alarming reports of a woman running a dentist practice out of her kitchen. Finally, they venture into the realm of virtual reality, showcasing groundbreaking technology that allows users to experience taste sensations in a digital environment. Wouldn't be a show without heavy metal for your filthy earballs!   (00:00:00) Intro (00:00:57) Crucial Velocity (00:06:12) Hope Is a Lie (00:14:03) Conversation 1 (00:21:57) An Axis Of Perdition (00:28:27) Klaïton (00:32:37) Othismos (00:36:31) Conversation 2 (00:43:52) Bewilder (00:47:27) Conversation 3 (00:58:13) Monte Penumbra (01:02:56) Ithilra (01:08:08) Conversation 4 (01:16:31) KILDONAN (01:22:35) Gaffed   Labels: Golden Robot Distro, Inverse Records, Apocalyptic Witchcraft Recordings, NoEvDia, Empty Pit Recordings, Caligari Records, CDN Records  

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Laurin Meyer und Philipp Vetter über Außerdem geht es um das Aus einer Robo-Taxi-Hoffnung, eine neue Schlacht im KI-Wettbewerb und den Sprung einer Meme-Aktie mal ganz ohne Fans. Außerdem geht es um Alphabet, Nvidia, Meta, Microsoft, Amazon, About You, Zalando, Carl Zeiss Meditec, GameStop, Tesla, BYD, General Motors, Uber, Meta, SAP, Salesforce, Apple, CrowdStrike, Palo Alto Networks, ASML, Micron, AMD, Intel, Equinix, KLA, Palantir, Meituan, Visa, Mastercard, Pfizer, Stryker, Boston Scientific, Xtrackers Artificial Intelligence & Big Data ETF (WKN: A2N6LC), L&G Artificial Intelligence ETF (WKN: A2PM50), iShares AI Infrastructure ETF (WKN: A40L9T) und iShares AI Adopters & Applications ETF (WKN: A40L9U). Ab sofort gibt es noch mehr "Alles auf Aktien" 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Send us a textThis episode was recorded live at SEMICON Europa. It features interviews with four of the 20 under 30 Recognition Award recipients from Cadence, ERS Electronic, KLA, and Semilab.  It also features updates from Comet Yxlon, Trymax Semiconductor, and DSV-IMS. SEMI Europe's 20 Under 30 program recognizes future leaders in the microelectronics industry. James McGrath from KLA discussed his role as a PE CBD Process Engineer and his unexpected entry into the semiconductor industry. Augustin Detruit from ERS Electronics highlighted his growth from a master's thesis to Head of Production, overseeing a significant increase in production capacity. Luca Sinkó from Semilab shared her journey from physics to R&D Team Leader and her recent promotion to Product Manager. Charis Kalantzi from Cadence detailed her role in supporting digital design tools and her involvement in community volunteering. All four talk about what brought them into the semiconductor industry, what made them stand out to the judges, and the honor of receiving such an award. From Dionys van de Ven, we hear about the announced the launch of Comet Yxlon's new 3D X-ray system for fab-level yield improvement, Peter Dijkstra from Trymax, discussed what is driving the company's growth and it's expansion into the U.S. market.Spencer Wall talks about DSV's acquisition of Schenker, and shares the progress so far. Michael Murray talks about DSV-IMS foray into using AI and machine learning to improve supply chain efficiencies. Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

Send us a textEver wondered why your perfectly optimized lab process falls apart at industrial scale?Mass transfer experts Lars Puiman and Rik Volger from the University of Delft reveal the hidden world of oxygen transfer and aeration that can make or break your production.Dive into the crucial differences between lab-scale and industrial-scale bioreactors, and discover why your DO sensor might be fooling you. Learn how CFD simulations and innovative downscaling techniques can revolutionize your scale-up strategy.In this episode, you'll gain:Insider tips for predicting and managing concentration gradients in large-scale reactorsCutting-edge methods to measure kLa accurately in industrial settingsStrategies to leverage microfluidics for cost-effective process developmentFrom the basics of bubble behavior to the latest in AI and machine learning, this episode is packed with practical insights to enhance your bioprocess efficiency and product quality. Don't miss out on these game-changing mass transfer secrets – tune in now and take your bioprocessing skills to the next level!Connect with our guests:Lars Puiman: https://www.linkedin.com/in/larspuimanRik Volger:  https://www.linkedin.com/in/rikvolgerNext Step:Enhance your bioprocess development strategy! Schedule your free assessment to propel your success: https://bruehlmann-consulting.com/assessmentAdditional Resources:Bubbles and Broth: A review on the impact of broth composition on bubble column bioreactor hydrodynamicsRead the review paper at https://doi.org/10.1016/j.bej.2023.109124

In this episode, we analyze the current discourse around UFO disclosure, highlight a few personal synchronicities in Sekret Machines: War, and pull on some new threads surrounding Operation Highjump.   Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

Send us a textUnlock the mysteries of oxygen transfer in bioreactors with mass transfer experts Lars Puiman and Rik Volger from the University of Delft. In this eye-opening episode, dive deep into the crucial world of kLa (oxygen mass transfer coefficient) and its impact on bioprocess scale-up.Discover why understanding kLa is essential for optimizing cell growth and product formation in bioreactors. Learn practical strategies to enhance oxygen transfer, from manipulating bubble size to leveraging unexpected allies like ethanol. Our experts reveal:How to increase mass transfer efficiency without breaking the bankThe surprising effects of broth composition on oxygen transfer ratesCutting-edge sparger technologies for optimal aerationWhether you're a seasoned bioprocess engineer or a curious scientist, this episode will revolutionize your approach to oxygen transfer in bioprocessing.Don't miss these game-changing insights – tune in now!Connect with our guests:Lars Puiman: https://www.linkedin.com/in/larspuimanRik Volger:  https://www.linkedin.com/in/rikvolgerNext Step:Enhance your bioprocess development strategy! Schedule your free assessment to propel your success: https://bruehlmann-consulting.com/assessmentAdditional Resources:Bubbles and Broth: A review on the impact of broth composition on bubble column bioreactor hydrodynamicsRead the review paper at https://doi.org/10.1016/j.bej.2023.109124

In this episode, we dive into the recent confirmation of UFOs by Gen. H. R. McMaster, explore new accusations of coercion that lead to shuttering of the NIH Havana syndrome study, and investigate claims regarding the use of experimental laser weapons in Iraq.   Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In this episode, we explore the role of Monsanto within the Manhattan Project, the company's involvement in the US Army's 1953 "aerosol" studies in St. Louis, and how Operation Paperclip enabled clandestine human experimentation for decades after the war.   Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.  

In this episode, we review Lue Elizondo's long-awaited book “Imminent” and identify several new areas of UFO research based on the revelatory information it contains. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.  

In this episode, we dive into the implications of the Baghdad Museum Incident during the invasion of Iraq, explore the real-world parallels of Peter Levenda's The Lovecraft Code, and share our opinions on the leak of Lue Elizondo's book. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

A very busy day of earnings with Ford, IBM, Chipotle, ServiceNow and KLA reporting. Jon speaks with both ServiceNow CEO Bill McDermott and IBM CEO Arvind Krishna about the latest quarter. Plus, Chipotle CEO Brian Niccol on the consumer and OneStream CEO Tom Shea talks the company's IPO, growth strategy and AI offerings after its first day of trading sent the stock 34% higher. 

In this episode, we break down the 1980s GEC-Marconi scientist "suicides," Sean Kirkpatrick's most recent obfuscation, and the concept of life forms "bleeding through frequencies." Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In part two of this episode, we dive deeper into the financial entanglements surrounding Operation Paperclip and the sabotage of missile testing by the German scientists who were working on US rocket programs after World War II.   Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In part two of this episode, Garrett highlights some interesting aspects of the Book of Enoch and we analyze the role of the parasite in the context of non-human intelligence. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In this episode, we dive into human performance enhancement via insect biomimicry, Lue Elizondo's burning cigar analogy for time perception, and a few observations about the current state of the UFO community.   Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.  

In this episode, we dive into the new UFO book Trinity by A.J. Hartley and Tom DeLonge (no spoilers), review documents detailing post-WWII German "colonies" in South America, and answer some thoughtful listener questions. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In this episode, we explore the cryptoterrestrial hypothesis as the origin for UFOs, including the ideas of Mac Tonnies, Tom DeLonge, and a recent academic paper published on the theory. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.

In this episode, we preview round two of the UAP Disclosure Act and explore both the academic and esoteric definitions of the "shadow biosphere" through the lens of recent science and the sci-fi novella Chains of the Sea. Show links: Subscribe to our Patreon and join our Discord community. Visit our website. Read articles by KLAɄЅ. Read articles by GΔRRΞTT.