Podcasts about Lam Research

Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm

Im BX Morningcall werden folgende Aktien analysiert und erklärt: Lam Research, Applied Materials & Safran SA A mit François Bloch

Nach der letzten Sendung mit Stefan Waldhauser kamen viele Aktienwünsche aus den Kommentaren – und bei einigen haben bei Tobias Kramer sofort die Alarmglocken geläutet: Vieles wirkt einfach überteuert? Gleichzeitig ist „teuer“ ein Begriff, der zwei Ebenen hat: Unternehmenswert (Marktkapitalisierung bzw. Enterprise Value) und Bewertung der Aktie (Multiples wie KGV). In dieser Folge wird deshalb nicht „gefühlt“, sondern systematisch gefiltert: Ausgehend von Unternehmen mit mehr als 200 Mrd. US-Dollar Marktkapitalisierung wird bewusst nach hohen Bewertungen gesucht – mit einem klaren Kriterium: KGV > 40 - auf zwei verschiedenen Zeitebenen. Ergebnis: zehn Aktien, die diese Hürden erfüllen – mit einer Tabelle, die die wichtigsten Kennzahlen auf einen Blick zusammenführt (u.a. Trendindikator über die 200-Tage-Linie, Debt/EBITDA, Price/Sales, erwartetes Umsatz- und Gewinnwachstum sowie eine 3-Jahres-Perspektive auf das KGV. Der wertvollste teure Aktie, Tesla, wird genutzt, um die Logik der Tabelle zu erklären – inklusive der Frage, wie stark bei manchen Unternehmen heute bereits Zukunftsversprechen im Kurs eingepreist sind (z.B. neue Märkte wie autonomes Fahren oder humanoide Roboter). Danach folgt der Überblick über alle zehn Werte, die so wohl noch nie zusammengestellt wurden. Mit dabei sind unter anderem auch ASML, Palantir, Intel, Lam Research, GE Vernova und GE Aerospace. Drei Unternehmen werden anschließend ausführlicher eingeordnet: - Hermès als Luxus-Ausnahme mit starker Marke und Preissetzungsmacht – bei gleichzeitig begrenzter „Luft“ für weitere Multiple-Expansion. - Costco als extrem beliebtes Mitgliedschaftsmodell mit hoher Kundentreue und der Spagat zwischen Qualität, Execution und Multiple. - Walmart als zwar größte Vertriebsmaschine der Welt, bei der sich aber und die Bewertungsfrage aufdrängt, denn wieso notiert ein Lebensmittelhändler mit einem derartig hohen KGV? Am Ende steht wie immer die Einladung: Welche Auswertungen wären als Nächstes spannend (z.B. andere Marktkapitalisierungs-Schwellen oder Filterkombinationen) – und welche Aktien sollen in künftigen Folgen genauer auf den Prüfstand? Aktienmarkt, Marktanalyse, Börsenüberblick: Die 10 teuersten Aktien der Welt per Filter (Marktkapitalisierung, KGV, Forward-KGV) – Bewertung, Risiko-Management, Sektortrends und Echtgeld-Depot-Einordnung.

Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain, discuss recent financial performance, market share growth, and future revenue projections. Additionally, we analyze the company's strategic advancements in wafer fab equipment, especially in high-bandwidth memory. We also examine the broader memory and semiconductor market dynamics and provide insights into the future growth cycles. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 Memory Shortage02:11 Lam Research's Market Position and Achievements04:20 Future Projections and Market Trends07:50 Revenue Growth and Financial Projections09:01 Reverse DCF Analysis and Investment InsightsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#LamResearch #LRCX #Semiconductors #ChipStocks #Investing #MemoryShortage #AI #TechStocks #StockMarketAnalysisNick and Kasey own shares of LRCX

Episode 510   00:00 Q4 Earnings & GDP 01:02 Silver down 30% from its recent high 02:12 2026 long term trends 02:52 Stocks starting out the year on a strong footing 04:41 Lam Research up over 150% past year 05:17 Ciena up 200% past year 05:27 Stupid ads on YouTube 07:25 SAAS software companies too beat up 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Three Chinese manufacturers ranked among world's top 20 by sales for 1st time三家企业首度跻身全球销售额前二十In a milestone for China's semiconductor industry, three Chinese equipment manufacturers have ranked among the world's top 20 by sales for the first time in 2025, according to data from Japanese research firm Global Net.日本研究机构Global Net最新数据显示，中国半导体产业在2025年迎来里程碑式突破：首次有三家中国设备制造商凭借销售额跻身全球前二十强。This marks an increase from just one company in the pre-stricter United States-government-restriction era of 2022, underscoring China's accelerated progress in bolstering the domestic supply chain.这标志着自2022年美国实施更严格出口管制前仅有一家企业上榜以来，中国在强化本土供应链方面正加速取得进展。The progress is an outcome of Chinese companies' hard work and big investment in beefing up technological prowess, but a gap still exists in core equipment such as lithography machines, and more efforts are needed to achieve breakthroughs, experts said.业内专家指出，这一进步源于中国企业持续投入研发、努力提升技术实力，但在光刻机等核心设备领域仍存在差距，需持续发力以实现关键突破。The sales ranking reveals a climb for Naura Technology Group, which jumped from eighth place in 2022 to fifth in 2025. It now only trails global giants ASML, Applied Materials, Lam Research and Tokyo Electron.排名显示，北方华创科技集团股份有限公司从2022年的第八位跃升至2025年的第五位，目前仅次于全球巨头阿斯麦、应用材料、泛林集团和东京电子。Founded in 2001, Naura has not yet disclosed its annual revenue for 2025, and Global Net based the ranking partially on estimated data. Financial services provider Suntime compiled forecasts from multiple securities companies to estimate Naura's revenue to stand between 46.8 and 52 billion yuan ($6.74 billion-$7.49 billion) in 2025.北方华创成立于2001年，尚未披露2025年全年营收，Global Net的排名部分依据预估数据。金融服务商赛美特综合多家券商预测，估计其2025年营收将在468亿至520亿元人民币（约合67.4亿至74.9亿美元）之间。New to the list at 13th place is Advanced Micro-Fabrication Equipment Inc China, or AMEC, whose etching equipment comes close to the cutting edge.中微半导体设备股份有限公司（简称“中微公司”）首次上榜即位列第十三位，其刻蚀设备已接近行业先进水平。In chipmaking, etching is the key process of selectively removing unwanted material layers from a silicon wafer to engrave precise 3D patterns, circuits and transistor structures.在芯片制造中，刻蚀是通过选择性去除硅晶圆上不需要的材料层，以精确雕刻三维图案、电路和晶体管结构的关键工艺。Shanghai Micro Electronics Equipment, which specializes in lithography machines that "print" circuit patterns onto silicon wafers, secured the 20th position. While acknowledging generational gaps with market leader ASML, the Shanghai-based company's presence highlights China's domestic capability in this most critical and challenging segment.专门从事将电路图案"印制"到硅晶圆上的光刻机业务的上海微电子装备股份有限公司位列第二十位。尽管承认与市场领导者阿斯麦存在代际差距，但这家上海企业的上榜凸显了中国在这一最关键且最具挑战性环节的本土化能力。Expanding the list to the top 30 would include two more Chinese firms — ACM Research and Hwatsing Technology.若将榜单扩大至前三十名，还将包括盛美半导体和华海清科两家中国公司。This collective ascent is widely viewed as a direct response to US-led export controls on advanced semiconductor technologies, which catalyzed China's drive for greater self-sufficiency in chipmaking tools.这一集体跃升被广泛视为对以美国为首的先进半导体技术出口管制的直接回应，这些限制推动了中国在芯片制造工具领域追求更高的自给率。Roger Sheng, vice-president of research at US market research company Gartner, said: "It's fair to say that Chinese companies' technological gap with international industry leaders is continuously narrowing. This progress has provided strong support for domestic chip manufacturers in their technological upgrades and production expansion efforts, even amid restrictions on access to US technology and equipment."美国市场研究公司高德纳副总裁盛陵海表示："可以公平地说，中国企业与国际行业领导者的技术差距正在不断缩小。即使在美国技术和设备获取受限的情况下，这一进展也为国内芯片制造商的技术升级和产能扩张提供了有力支撑。"The manufacturing of advanced chips involves over 1,000 process steps, each requiring specialized equipment. Chinese suppliers can now cover equipment for almost every stage, including deposition, etching and cleaning. This burgeoning ecosystem includes a wave of emerging startups, experts said.先进芯片制造涉及超千道工艺步骤，每一步都需要专用设备。专家称，中国供应商现已能提供包括沉积、刻蚀、清洗等几乎各环节的设备，蓬勃发展的产业生态中还包括一批新兴初创企业。Yin Zhiyao, chairman and general manager of AMEC, said at a meeting in May 2025 that the company's product portfolios include 30 percent of all the integrated circuit equipment categories, and it aims to collaborate with partners to offer 60 percent of all high-end IC equipment categories over the next five to 10 years.中微公司董事长兼总经理尹志尧在2025年5月的一次会议上表示，公司的产品组合已覆盖集成电路设备类别的30%，目标是在未来五到十年内与合作伙伴共同提供60%的高端集成电路设备类别。Yin said that AMEC would soon complete the development of more than 20 types of thin-film equipment that are subject to international export restrictions to China, and the company aims to finish the development of nearly 40 thin film equipment by 2029.他透露，中微即将完成20余种受国际对华出口限制的薄膜设备开发，并计划在2029年前完成近40种薄膜设备开发。Thin film equipment in chipmaking refers to specialized machinery used to deposit atomic-level layers of conductive, insulating or semiconducting materials onto silicon wafers.在芯片制造中，薄膜设备指用于在硅晶圆上沉积原子级导电、绝缘或半导体材料层的专用机械。China's massive domestic market, now the world's largest for chipmaking equipment, also provides a powerful launchpad. The global semiconductor industry association SEMI, which has more than 3,000 member companies, estimated that worldwide sales of semiconductor manufacturing equipment would reach $133 billion in 2025, surpassing the previous record of $104.3 billion in 2024 and setting an all-time high.中国庞大的本土市场——现已成为全球最大的芯片制造设备市场——也为产业发展提供了强劲动力。拥有超过3000家会员企业的全球半导体行业协会SEMI估计，2025年全球半导体制造设备销售额将达到1330亿美元，超越2024年创下的1043亿美元纪录，再创历史新高。lithography machines /lɪˈθɒɡrəfi məˈʃiːnz/光刻机etching equipment /ˈetʃɪŋ ɪˈkwɪpmənt/刻蚀设备cutting edge /ˈkʌtɪŋ edʒ/尖端/前沿silicon wafer /ˈsɪlɪkən ˈweɪfə/硅晶圆integrated circuit /ˈɪntɪɡreɪtɪd ˈsɜːkɪt/集成电路thin-film equipment /θɪn fɪlm ɪˈkwɪpmənt/薄膜设备conductive /kənˈdʌktɪv/导电的insulating /ˈɪnsəleɪtɪŋ/绝缘的

In this episode, I'm joined by Joe Lalley, author of Question to Learn, to explore why questions are one of the most underrated — and misused — leadership tools. We talk about curiosity, influence, and what really happens when leaders feel they're supposed to have all the answers. In this conversation, we explore: Why most of us stop asking good questions as our careers progress The subtle ways workplace culture rewards answers and punishes curiosity The different motives behind questions — and why some shut people down How questions can build influence without needing certainty What leaders can learn from children, improv, and discomfort Why “I don't know” might be one of the most powerful things a leader can say The role curiosity plays in a world increasingly shaped by AI Joe's favourite question — and why it opens doors most people miss This is Influence & Impact for Leaders, the podcast that helps leaders like you increase your impact and build a happy and high performing team. Each episode delivers focused, actionable insights you can implement immediately, to be better at your job without working harder. Work with Carla: 1:1 Leadership Coaching with Carla – get support to help you get your voice heard at work and develop your career. Book a discovery call About Joe Lalley Joe Lalley is a writer, speaker, and workshop facilitator who has spent much of his career leading innovation workshops for companies of all industries, shapes, and sizes. Joe has published multiple articles ranging from how to use curiosity to navigate remote work in the pandemic to how to fix the endless cycles of bad, inefficient meetings. In 2011, Joe completed the Stanford d.school Design Thinking Bootcamp, an intensive program that draws executives from Fortune 500 companies worldwide. As part of a team with peers from Google and Cisco, he worked directly with JetBlue to redesign the passenger ground experience at San Francisco International Airport. Through field research, interviews, and rapid prototyping, Joe and his team presented innovative solutions to JetBlue executives—a transformational experience that helped shape the next chapter of his career. Joe has held leadership roles at Columbia University, MTV/Viacom, WWE, PwC, and his own consultancy, Joe Lalley Experience Design. His client portfolio spans global brands and organizations such as Meta, Pfizer, Cisco, Chegg, General Assembly, Match Group/Tinder, Latham & Watkins, and Lam Research, as well as mission-driven groups like the American Physical Society, Optica, Banyan Global, and CAQH. In October 2025, Lalley released ‘Question to Learn: How Curiosity Can Transform Your Career, Team, and Organization.' Website...

Wall Street startet freundlich in den Tag: S&P, Nasdaq und Dow liegen vorbörslich im Plus, der VIX fällt – der Markt wirkt auffallend sorglos. Im Fokus stehen heute EZB-Protokoll, US-Erstanträge (200k erwartet) und später Einkommen & Ausgaben. Breaking: Spirit Airlines verhandelt mit Castlelake über eine mögliche Übernahme als Ausweg aus Chapter 11. Bei den Zahlen: PG und Abbott zeigen ein zähes Umsatzumfeld, GE Aerospace punktet mit Orders und Cashflow – aber Margen bleiben das Thema. Analysten treiben den Tape: Upgrades für Vertex und Datadog, höhere Kursziele u.a. für ASML und Lam Research – während Crocs abgestuft wird. 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

Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, repasa los protagonistas: Lam Research, Applied Materials, Carmax, Intel y Netflix.

Who's spent £130 on Vistry shares? Find out on this week's PlayingFTSE Show!Steve D's managed the show's standard performance – between the FTSE 100 and the S&P 500 this week. Steve W, on the other hand…Earnings season for the S&P 500 is underway with the big banks reporting. And their share prices didn't react particularly well, but the stocks still look unusually expensive. By contrast, Visa and Mastercard have fallen back into more familiar P/E territory. So is there a better opportunity there with a short-term distraction on the table?The Diageo share price has been a disaster for the last couple of years. But as the details of the new CEO's plan to turn the firm around become clear, Steve W is getting interested.Selling off some of the company's non-core holdings could release more cash than you might think. There are, however, still some big challenges still to deal with. Vistry is a stock both Steves have had a close eye on for 2026. But the stock market's reaction to its most recent update was not positive at all.With a big government project on the way, is the dip an opportunity? Or are there still major concerns ahead for investors in the housebuilding sector?Steve D's VAT Group has had a great week. A 16% jump puts the stock level with Applied Materials and Lam Research – two of its major customers – since the start of the year.The AI drive has been fuelling strong demand across the semiconductor equipment industry. And there's a lot to like about a company that sells components…Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS5:29 US BANKS21:48 VAT GROUP38:32 DIAGEO54:20 VISTRY► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Kampf um Warner Bros. Discovery, die neue Bestmarke von BlackRock und das große Coinbase-Chaos. Außerdem geht es um TSMC, Lam Research, Nvidia, AMD, Broadcom, Aixtron, Suss Microtec, PVA Tepla, Siltronic, Volkswagen, Paramount, Netflix, Adidas, Aker ASA, Thales, Leonardo, Hanwha Aerospace, Saab, RTX, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All-World (WKN: A2PKXG), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), VanEck Defense (WKN: A3D9M1), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0AN), L&G Cyber Security ETF (WKN: A14WU5), VanEck Space Innovators ETF (WKN: A3DP9J), Amundi Stoxx Europe 600 Insurance ETF (WKN: LYX02M), WisdomTree Strategic Metals and Rare Earths Miners ETF (WKN: A3EKKT), Xtrackers MSCI EM Europe Middle East & Africa ETF (WKN: DBX1EA), Xtrackers Vietnam Swap ETF (WKN: DBX1AG), EUWAX Gold II ETC (WKN: EWG2LD), Xtrackers Physical Silver ETC (WKN: A1E0HS). https://www.welt.de/premium/plus255274882/90-Minuten-Kurs-Sieben-einfache-Schritte-zum-erfolgreichen-Depot.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclical growth cycle? In this video, we break down the entire memory hierarchy—from ultra-fast on-chip SRAM to HBM and long-term storage—and give you the basket of companies to watch for each layer.We also discuss why Pure Storage is our top bet for secondary storage and how equipment suppliers like Lam Research could benefit as manufacturers race to expand capacity.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – Memory Shortages: Bubble vs. Cyclical Growth 02:13 – The AI Memory Hierarchy Explained (SRAM, DRAM, NAND) 04:59 – SRAM Stocks: Nvidia, AMD, & Synopsys 06:50 – Embedded Memory: Weebit Nano & MRAM players 07:46 – DRAM & HBM Leaders: SK Hynix, Micron, Samsung 09:00 – The NAND & HDD Resurgence (Seagate & WD) 11:00 – Why Pure Storage is a Top Bet 14:00 – The Fab Five & Lam Research OpportunityIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Micron, Pure Storage, Sk hynix, Kioxia, Lam Research

Celso Otero, gestor de fondos de Renta 4, analiza los protagonistas de la sesión: Goldman Sachs, BlackRock, Morgan Stanley, Boston Scientific, Applied Materials, Lam Research, Microsoft y General Motors.

„3 rein, 3 raus“ - Rebalancing im BX Musterportfolio: Lam Research, HSBC & Safran neu im BX Musterportfolio. Dazu: Kennzahlen-Logik (Umsatz, EBIT, Marge, Dividende) und Performance vs. Benchmark. Im BX Morningcall diskutieren Investment-Stratege François Bloch und Olivia Hähnel (BX Swiss) ausgewählte Top-Aktienwerte aus dem BX Musterportfolio, inklusive Rebalancing-Entscheid. NEU✅ Lam Research - US5128073062 NEU✅ HSBC Holdings - GB0005405286 NEU✅ Safran SA - FR0000073272 3 Aktien verlassen das BX Musterportfolio: ❌ Quanta Services Inc - US74762E1029 ❌ AENA - ES0105046017 ❌ Trane Technologies IE00BK9ZQ967

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über weitere Hiobsbotschaften für Tesla, gewinnende Chip-Aktien und eine verdächtige Wette bei Polymarket. Außerdem geht es um BYD, Salzgitter, Thyssenkrupp, Aurubis, Valero Energy, Phillips 66, Chevron, ExxonMobil, SAP, Salesforce, ServiceNow, Micron Technology, ASML, Lam Research, Arm Holdings, Nvidia, Siemens, AMD, Aeon, Fast Retailing, Seven & i Holdings, Amundi ETF MSCI EM Latin America (WKN: A2H58P), IBM, Cisco Systems, McDonald's, Nike, UnitedHealth Group, Home Depot, Verizon, Merck & Co., Coca-Cola, Procter & Gamble, Amgen, Johnson & Johnson, Flutter Entertainment und Heineken. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Enter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60We all know that moment where something falls apart.A project slips. A conversation goes sideways. The promotion doesn't happen.We call it “failure,” but it's often not the mistake itself that stops us.It's the fear, the funk, and the uncertainty that follow. And those emotions can hold us back far more than the faceplant ever did.In this episode, I'm joined by Dr. Melisa Buie and Keeley Hurley—seasoned leaders in engineering, quality, and continuous improvement and the co-authors of Faceplant: FREE Yourself from Failure's Funk.Together, we explore what really happens beneath the surface when we stumble—and what it takes to get back up with clarity, confidence, and intention. Just like Daruma dolls represent the Japanese proverb “Fall down seven times, get up eight,” always righting themselves when knocked over, our path to success comes from acknowledging the stumbles, setbacks, and faceplants that are inherent along the way. What matters is that we don't get stuck—we get up and learn our way forward.YOU'LL LEARN:What's at risk when leaders fear failure, and how organizations unintentionally teach people to avoid mistakesThe FREE model (Focus, Reflect, Explore, Engage) as a practical way to get back up, learn forward, and regain clarity after a setbackEmotional hijacks to watch for—including the four instinctive patterns in the Conspirator Matrix: machine, magician, statue, and satelliteWhy embracing a growth mindset frees you to experiment, learn, and release perfection when things don't go as plannedContinuous improvement practices like reflection (post-mortems) and anticipation (pre-mortems) that strengthen learning before and after challenges occurIf a setback has ever left you uncertain about your next step in building a people-centered culture, this conversation offers a compassionate, practical path to learn your way forward when you fall down.ABOUT MY GUESTS:Dr. Melisa Buie is a laser physicist–turned–problem solver with a PhD in Nuclear Engineering/Plasma Physics and decades of leadership in manufacturing at Coherent, Lam Research, Applied Materials, and Advanced Energy. She's published 40+ papers, holds 6 patents, and is a Six Sigma Black Belt. Melisa is the co-author of Faceplant: FREE Yourself from Failure's Funk, where she turns hard-won lessons into practical wisdom for navigating setbacks.Keeley Hurley is a continuous improvement leader with 20+ years in engineering, manufacturing, and quality, and a Certified Manager of Quality/Organizational Excellence. Known for her humility and humor, she brings real-world experience from the many “faceplants” that shaped her problem-solving approach. She is the co-author of Faceplant: FREE Yourself from Failure's Funk, blending lessons from her own missteps into tools for resilience and growth.IMPORTANT LINKS:Full episode show notes with links to other podcast episodes and resources: ChainOfLearning.com/60 Check out my website for resources and ways to work with me KBJAnderson.comConnect with Melisa Buie: linkedin.com/in/melisabuieConnect with Keeley Hurley: linkedin.com/in/keeleyhurleyFollow me on LinkedIn: linkedin.com/in/kbjandersonCheck out Melissa and Keeley's book, Faceplant: FREE Yourself from Failure's FunkTIMESTAMPS FOR THIS EPISODE:01:46 What inspired the book, “Faceplant”02:56 The emotion behind failure that keeps us stuck05:53 Getting over the hump of the funk knowing others experience failure07:03 The meaning of the equation, anxiety = care x uncertainty where our anxiety is amplified08:25 Why the care factor amplifies when when others are involved10:01 The pre-mortem exercise to reduce anxiety by anticipating what could go wrong12:01 How faceplanting is similar to daruma dolls in getting up after we fall12:44  The aspects of the FREE model in freeing yourself from failure14:25 Breaking down the acronym FREE: Focus, Reflect, Explore, Engage17:01 The meaning of the Japanese word, hansei, that means deep self-reflection in improving how we react17:53 The four quadrant system and determining which quadrant triggers our fight or flight response20:25 How the four quadrants were determined 21:51 An example of how fear held Keeley back in an emotional hijack in the laser industry22:47 Melisa's personal experience in having a fixed mindset when faced with failure23:56 How Melisa moved from a fixed mindset to a growth mindset and taking chances26:13 Ways to approach failure in an organizational level28:40 Importance of clarifying expectations instead of adding pressure on ourselves30:02 The meaning behind the phrase, “By learning the wrong lesson, you can get stuck with a Life Sentence” 31:24 The both/and thinking that both Melisa and Keeley had to face in embracing failure36:55 How to apply the concept of hansei in reflecting on a current change initiative and how to learn from failure39:06 Two ways to reflect on this episode to get past face plants and building small intentional steps to build a learning culture Gift "Learning to Lead, Leading to Learn" to your team - http://LearningToLeadLeadingToLearn.comEnter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60

Ken Shreve and Ed Carson analyze Tuesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

半導體產業已是當前全球矚目的焦點，海外佈局成為企業競爭的關鍵策略，國際歷練也正迅速成為工程師職涯發展的重要資產。本集Bryan邀請到全球前三大半導體設備商科林研發的台灣區總經理郭偉毅博士（Dr. William Kuo）與外派至美國亞利桑那州的資深製程工程師蔡昀真（Amanda Tsai），分享科林研發如何系統性培育具備國際視野的人才，並分享第一線外派工作的經驗與觀察。從跨文化視角、跨國協作到心理韌性的建立，提供給大家具體且全面的職涯發展觀點。如果你對半導體產業的海外工作機會感興趣，千萬別錯過本集訪談。 ​ 相關集數 【EP367 職業大百科：全球 Top 3半導體設備商，到底是怎麼煉成的？客戶夥伴、技術創新、以人為本｜科林研發台灣總經理 郭偉毅 William Kuo & 營運副總 焦長泰 CT Chiao 專訪】 https://youtu.be/-AWtW8Xkvps ​ 【本集節目由 Lam Research 科林研發 贊助播出】 科林研發是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。 ​ 了解更多關於 Lam Research 科林研發的資訊，歡迎造訪： ● 官方網站：https://www.lamresearch.com/zh-hant/ ● 海外工作機會：https://careers.lamresearch.com/careers?hl=zh-TW&start=0&pid=1099541714875&sort_by=timestamp ● FB 粉絲專頁：https://www.facebook.com/LamResearchCorporation 什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw 如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ 如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！ FB｜https://www.facebook.com/darencademy/ IG｜https://www.instagram.com/da.ren.cademy/ 大人學網站｜https://www.darencademy.com/ -- Hosting provided by SoundOn

In der heutigen Folge sprechen die Finanzjournalisten Holger Zschäpitz und Lea Oetjen über den Vibe Shift an den Börsen, ein europäisches KI-Bollwerk auf deutschem Boden und die “Rule of 40”. Außerdem geht es um Palantir, Nvidia, Applovin, Diamondback Energy, Micron, Marvell Technology, Microsoft, Meta Platforms, Lam Research, Broadcom, Advanced Micro Devices, Arista Networks, Pinterest, Rivian, Uber, Tesla, Fresenius Medical Care, Fresenius, Elmos Semiconductor, Deutsche Telekom, SAP, Siemens, Deutsche Bank, Quantum Systems, PhysicsX, Perplexity AI, Ionos, Schwarz Gruppe, Hims & Hers Health, SoundHound AI, Mara Holdings, Plug Power, Quantum Computing, C3.AI. www.businessinsider.de/informationen/newsletter/businessinsider/ Wir freuen uns über Feedback an 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

Lam Research (LRCX) just released its September 2025 quarter earnings. Can the wafer fab equipment leader sustain its run?We break down the critical China sales concern (43% of revenue) and the US BIS affiliate rule impact, which forecasts a $200 million revenue hit in the December quarter and $600 million for calendar year 2026. Management expects demand from other regions (U.S., Taiwan, Korea) to offset these restrictions.Foundry, led by TSMC and other chip fabs, drove 60% of sales. Rising NAND demand is a key long-term tailwind. Q3 revenue was $5.32 billion. Lam's large customer service revenue (roughly one-third of the business) remains a vital asset for customers repurposing equipment.We discuss why we're now advocating for patience with the stock after a 40% run-up, while noting the 2026 outlook may be stronger than current forward valuations imply.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #lamresearch #lrcxstock #wfecompanie #fabequipment #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research

US President Trump said he will discuss a lot of things with Chinese President Xi in two weeks; however, he added that the meeting might not happenUS futures are marginally firmer, while European futures point to a slightly lower cash openDXY softened overnight, EUR and GBP lifted modestly off Tuesday's trough, USD/JPY contained and back below 152.00Fixed benchmarks rangebound into supplyCrude underpinned by a Russian strike on Ukrainian energy infrastructure, XAU continued to falter to the USD 4k/oz mark but has since bouncedLooking ahead, highlights include UK CPI (Sep), CCP 4th Plenum (20th-23rd), BoJ SLOOS, Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from Germany & US, Earnings from SAP, Barclays, Akzo Nobel, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly lower, but FTSE 100 outperforms after UK inflation; US equity futures are modestly weaker.USD is flat & GBP hit after region's softer-than-expected inflation report, which has boosted bets for a cut in December.USTs are flat/slightly firmer ahead of supply, Gilts gap higher after CPI, Bunds marginally pressured after yet another poor auction.Initial morning bounce back in gold has faded with XAU now lower on the session; crude complex is on a firmer footing.Looking ahead, CCP 4th Plenum (20th-23rd), Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from the US, Earnings from SAP, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it's back in growth mode.In this deep dive, we use our investing framework to analyze SanDisk's position in the storage market. We examine the major shift from HDDs (Hard Disk Drives) to SSDs (Solid State Drives) in data centers due to product shortages and the need for new solutions.Key Topics Covered:The Market: Why the NAND flash market is about to heat up and how SanDisk is uniquely positioned against memory chip makers like SK hynix and Micron.The Partnership: Our preference for SanDisk over Kioxia due to their Flash Ventures joint venture, allowing SanDisk to buy finished wafers at cost with a small markup (asset light model).The Innovation: SanDisk's invention of HBF (High Bandwidth Flash), which might be an answer to HBM for co-packaging next to GPUs.The Financials: Analyzing the 30x expected free cash flow valuation, the company's flip from free cashflow loss to free cashflow positive, the GAAP net loss, and the loan inherited from Western Digital.Investment Thesis: Whether SanDisk should be a small bet in a basket play alongside Lam Research and Pure Storage.TImestamps:(00:00:00) | Introduction: The Memory Supercycle and SanDisk's Re-IPO(00:01:06) | Core Product: NAND Flash, IDMs, and the $200 Billion Market(00:03:00) | SanDisk's History: Spin-off from Western Digital & The NAND Landscape(00:03:38) | The Storage Supply Chain: Lam Research, Kioxia, and Pure Storage(00:05:14) | Kioxia Partnership: Why SanDisk Gets Wafers "At Cost"(00:07:34) | The Market Catalyst: HDD Shortages and Data Center SSD Demand(00:09:56) | Next-Gen Innovation: High Bandwidth Flash (HBF) vs. HBM(00:11:15) | Enablers & Market Exposure: Fab Equipment (Lam, Applied) and Client/Cloud Segments(00:14:02) | Financials: Flipping from Free Cash Flow Loss to Positive(00:16:08) | Q1 Fiscal 2026 Guidance, Debt, and NTM Valuation(00:18:12) | Final Takeaway: SanDisk as a "Small Bet" in a Basket PlayJoin us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #SanDisk #NANDFlash #AIDC #MemorySupercycle #Investing #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

In today's episode, Maggie Mick sits down with Vartan Dijhanian, Director of Global Government Affairs for LAM Research. Vartan has worked on political campaigns since middle school and went on to serve on the staff for multiple Members of Congress before transitioning to the private sector. A native of Lebanon, he has a deep appreciation for American politics and how anyone can pursue public service and give back to their country. 

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

US Treasury Secretary Bessent said he will see US President Trump regarding the China tariff pause on Wednesday and some technical details remain on the China tariff pause, while the China tariff extension decision will be up to Trump and if he does not approve tariff pause extension, tariffs on Chinese goods would 'boomerang' back to April 2nd levels, or another level that he chooses.US President Trump said Chinese President Xi wants to meet and he thinks it will happen before the end of the year, while he stated that they will either approve the trade extension or not. Chinese Vice Commerce Minister Li said the US and China have agreed to extend the trade truce; Bessent said China jumped the gun a little on the 90-day pause.Crude futures surged yesterday amid comments from US President Trump who confirmed changing the deadline for Russia to reach a Ukraine ceasefire agreement to 10 days, while there were simultaneous comments from Treasury Secretary Bessent who told Chinese officials that China could face high tariffs if it continues to purchase sanctioned Russian oil due to US secondary tariff legislation.APAC stocks traded mixed following the subdued handover from Wall St; European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 0.8% on Tuesday.Looking ahead, highlights include French GDP, Spanish CPI, German GDP & Retail Sales, Italian GDP, ECB Wage Tracker, EZ GDP & Sentiment, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers, Supply from Italy, US Quarterly Treasury Refunding Announcement.Earnings from Hermes, Airbus, Vinci, Danone, Capgemini, HSBC, GSK, Aston Martin, Santander, Caixabank, Telefonica, Intesa Sanpaolo, Leonardo, Mercedes Benz, Siemens Healthineers, BASF, Adidas, Porsche AG, Meta, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare & VF Corp.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are mixed amidst a slew of earnings, US futures flat/firmer ahead of a busy data docket and earnings from Meta and Microsoft.USD rally pauses for breath as markets await Q2 flash GDP and FOMC.USTs contained into numerous US events, Bunds were little moved by national and EZ-wide GDP metrics.Crude takes a breather after Tuesday's rally while gold holds around the unchanged mark.Looking ahead, US ADP National Employment, GDP Advance (Q2), PCE (Q2), Fed, BoC, BCB Policy Announcements Speakers including Fed Chair Powell, BoC's Macklem & Rogers. US Quarterly Treasury Refunding Announcement.Earnings from Airbus, Vinci, Microsoft, RobinHood, Carvana, Lam Research, Qualcomm, Ford, Arm, eBay, FMC, Vertiv, Altria, Kraft Heinz, GE Healthcare.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

My guest for Episode #531 of the Lean Blog Interviews Podcast is Dr. Melisa Buie, a seasoned operations and engineering leader with decades of experience in high-tech manufacturing. Episode page with video, transcript, and more Melisa has held senior roles at companies like Lam Research, Applied Materials, and Coherent, where she led large-scale Lean transformations and helped drive cultural change across global operations. With a PhD in nuclear engineering and plasma physics, Melisa brings a rare combination of technical depth and people-centered leadership to her work. In this episode, we explore Melisa's Lean journey — from her early days in Six Sigma to becoming a global Lean leader at Coherent. She shares how her perspective shifted from project-based improvement to empowering teams with daily problem-solving skills. Melisa discusses the critical role of psychological safety in building a continuous improvement culture, and how giving people "permission to improve" must be backed by leadership behavior and support. We also touch on the challenges of applying Lean principles in complex, low-volume/high-mix manufacturing environments and why principles still matter more than tools. We also discuss Melisa's book Problem Solving for New Engineers, written to bridge the gap between academic preparation and the real-world challenges engineers face in industry. She previews her upcoming book, Faceplant: Free Yourself from Failure's Funk, which tackles the emotional side of failure and how we can grow through it. Whether you're a Lean leader, a coach, or an engineer just starting out, this episode is packed with valuable insights on leadership, learning, and making improvement accessible for everyone. Questions, Notes, and Highlights: How did you first get involved with Lean or Six Sigma? Which books influenced you early in your Lean journey? How did your company shift from project-based Six Sigma to a Lean culture? Where did the push for culture change come from—top-down or grassroots? What role did you play in leading Lean at Coherent? What does it mean to “give people permission to improve,” and why is that necessary? How do leaders create psychological safety to support continuous improvement? How did your background in nuclear engineering and plasma physics lead to a career in semiconductors and lasers? How do Lean principles apply in low-volume, high-mix environments? What inspired you to write Problem Solving for New Engineers? How does the book help bridge the gap between university labs and industry problem solving? Why is experimentation and scientific thinking often missing in workplace culture? How do you explain the value of iterative cycles like PDSA to new engineers? What is design of experiments (DOE), and how does it improve problem solving? When is it helpful to let people run experiments with predictable outcomes? How did your second book, Faceplant: Free Yourself from Failure's Funk, come about? Why do people fear failure in personal life but accept it in professional settings? How can we reframe failure as a learning opportunity rather than something to avoid? How do you personally deal with failure and setbacks, like learning a foreign language? This podcast is part of the #LeanCommunicators network. 

My guest for Episode #531 of the Lean Blog Interviews Podcast is Dr. Melisa Buie, a seasoned operations and engineering leader with decades of experience in high-tech manufacturing. Episode page with video, transcript, and more Melisa has held senior roles at companies like Lam Research, Applied Materials, and Coherent, where she led large-scale Lean transformations and helped drive cultural change across global operations. With a PhD in nuclear engineering and plasma physics, Melisa brings a rare combination of technical depth and people-centered leadership to her work. In this episode, we explore Melisa's Lean journey — from her early days in Six Sigma to becoming a global Lean leader at Coherent. She shares how her perspective shifted from project-based improvement to empowering teams with daily problem-solving skills. Melisa discusses the critical role of psychological safety in building a continuous improvement culture, and how giving people "permission to improve" must be backed by leadership behavior and support. We also touch on the challenges of applying Lean principles in complex, low-volume/high-mix manufacturing environments and why principles still matter more than tools. We also discuss Melisa's book Problem Solving for New Engineers, written to bridge the gap between academic preparation and the real-world challenges engineers face in industry. She previews her upcoming book, Faceplant: Free Yourself from Failure's Funk, which tackles the emotional side of failure and how we can grow through it. Whether you're a Lean leader, a coach, or an engineer just starting out, this episode is packed with valuable insights on leadership, learning, and making improvement accessible for everyone. Questions, Notes, and Highlights: How did you first get involved with Lean or Six Sigma? Which books influenced you early in your Lean journey? How did your company shift from project-based Six Sigma to a Lean culture? Where did the push for culture change come from—top-down or grassroots? What role did you play in leading Lean at Coherent? What does it mean to “give people permission to improve,” and why is that necessary? How do leaders create psychological safety to support continuous improvement? How did your background in nuclear engineering and plasma physics lead to a career in semiconductors and lasers? How do Lean principles apply in low-volume, high-mix environments? What inspired you to write Problem Solving for New Engineers? How does the book help bridge the gap between university labs and industry problem solving? Why is experimentation and scientific thinking often missing in workplace culture? How do you explain the value of iterative cycles like PDSA to new engineers? What is design of experiments (DOE), and how does it improve problem solving? When is it helpful to let people run experiments with predictable outcomes? How did your second book, Faceplant: Free Yourself from Failure's Funk, come about? Why do people fear failure in personal life but accept it in professional settings? How can we reframe failure as a learning opportunity rather than something to avoid? How do you personally deal with failure and setbacks, like learning a foreign language? This podcast is part of the #LeanCommunicators network. 

In this episode of Software People Stories, Gayatri Kalyanaraman speaks with Anu Dwaraknath, Staff Technical Program Manager at Lam Research, about her dynamic journey across geographies, domains, and roles. From her early days in telecom to becoming a driving force in the semiconductor space, Anu shares stories of adaptability, continuous learning, and purpose-driven leadership. Episode Summary In this inspiring episode of Software People Stories, Gayatri Kalyanaraman is in conversation with Anu Dwaraknath, Staff Technical Program Manager at Lam Research — a global leader in semiconductor capital equipment.Anu walks us through her transformative journey from a telecom software engineer to a program leader in the high-stakes world of semiconductors. With warmth and clarity, she shares how each stage of her career was shaped by curiosity, grit, and a willingness to embrace new challenges.Having started in C/C++ development at Alcatel-Lucent, Anu transitioned into technical program management after earning a general management MBA in the U.S. — a shift she undertook during the 2008 recession. With no prior semiconductor experience, she joined Lam Research as an intern and steadily built her domain knowledge, moving from internal IT to core product engineering over the next decade.Now based in India, Anu leads software initiatives on tools that power the chips behind every smart device — and actively advocates for greater awareness and participation in the semiconductor industry, especially for women in tech. Key Themes & Highlights Breaking Into Semiconductors with Persistence and CuriosityJoined Lam Research during her MBA through an internship focused on business analysis.Despite being new to the domain, she took on enterprise software migrations, bridging the business and engineering teams.Faced challenges around visa sponsorship and recession-era job market, but leveraged every opportunity to gain cross-functional exposure. Learning the Domain, One Layer at a TimeStarted in IT and internal systems, then gradually moved into product-facing roles within Lam.Through subconscious learning from team meetings, leadership messages, and everyday exposure, she began to understand the complex world of semiconductor fabrication and capital equipment.Upon relocating to India, she took on a more core product role — bringing her closer to engineers and customers, leading to rapid upskilling in domain knowledge.“I knew I was coming in from a non-product background, and I said yes — I'm ready for the steep learning curve.”️ Building the Beginner's MindsetEmphasizes the importance of staying mentally agile and open to new domains.Used every role — from unpaid internships to technical program ownership — as a learning opportunity.Believes you don't need to know everything on Day 1, but must carry the intent to learn continuously. Growing Semiconductor Awareness in IndiaEngages actively with communities like Grace Hopper (GHCI), Lean In, and PMI, often being the only semiconductor representative in the room.Speaks at schools and conferences to demystify what semiconductors are, how fabs work, and why this field matters — especially post-COVID and in India's Make in India drive.Helps others through referrals, career guidance, and mentorship — especially women interested in STEM and product roles Quote-worthy Moments“Your domain doesn't have to define you — if you carry the mindset to learn, the journey takes care of itself.”“I wanted to break out of my comfort zone — not just from engineering to management, but from one industry to another.”“Being in semiconductors now feels like representing a movement — and I take that responsibility seriously.”Anu can be reached at https://www.linkedin.com/in/anu-dwarakanath-89728a15/Anu is Process innovator, critical thinker, and a corporate entrepreneur in the making! Solid program manager who adds strategic value and brings out competitive differentiation by focusing on business transformations.● 15 years of experience working in IT program management, specializing in waterfall (SDLC), agile and hybrid project management methodologies● A highly collaborative leader with a track record of building effective cross-functional teams and relationships, while delivering high scale solutions● Core competencies: structured problem solving & qualitative decision analysis, negotiation & consensus building Links & ResourcesLam ResearchGrace Hopper Conference IndiaLeanin.orgPMI.org

Hoy en Capital Intereconomía hablamos sobre el mercado y el analista Miguel Méndez nos cuenta que: “Esta semana, mercados pendientes del dato de empleo que se va a publicar el viernes. Las estimaciones de las nóminas no agrícolas son bastante moderadas, están en 130.000, con una tasa de desempleo del 4,2%”. Mientras tanto, el dato de empleo de ADP actúa como anticipo, en un contexto en el que, según el analista, “los mercados están en stand by” y podrían estar consolidando para un nuevo tramo alcista, especialmente en Estados Unidos. Méndez advierte sobre la evolución de los credit default swaps en EE.UU, que aunque están pasando desapercibidos en los medios, podrían ser señal de futuras tensiones en los mercados de deuda. “Es el termómetro que, en un momento determinado, puede desencadenar una crisis de deuda que lleve a las bolsas a pegarse otro batacazo”, afirmó. También destacó cómo el mercado se ha inmunizado a las decisiones del expresidente Donald Trump, como la reciente duplicación de aranceles al acero, sin grandes reacciones bursátiles. No obstante, considera que por ahora, “todo está bajo control” y Trump ya piensa en las elecciones midterm del próximo año. Según Miguel Méndez, las bolsas van a seguir subiendo, destacando al sector tecnológico estadounidense, con valores como Nvidia, Lam Research, Analog Devices o Broadcom. Presentan buenas perspectivas esta semana y señala a Arista Networks y Marvell Technology como opciones buenas de corto plazo.En cuanto al mercado español, Méndez pone el foco en Acciona y afirma que, “continúa con un movimiento superalcista”. El analista menciona que está empezando a fijarse en Solaria, aunque advirtió que hasta que no supere los 10 no se puede confirmar un cambio definitivo de tendencia.

Lam Research just dropped earnings—and surprise: tariffs aren't the monster we thought! From a booming service business to record-level margins, Lam's still powering forward thanks to global ops and smart strategy. We break down the numbers, growth outlook, and why CSBG might be the real MVP. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formGet 25% off an annual membership with this link: https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

A packed earnings day drives the action, with major results from Texas Instruments, IBM, Lam Research, Chipotle, Whirlpool, and ServiceNow. Paul Hickey of Bespoke Investment Group and Brooke May of Evans May Wealth assess the market's reaction. Analysts dive into key takeaways, including commentary from IBM and ServiceNow CEOs. Patrick Moorhead breaks down the implications for IBM and ServiceNow, while Tore Svanberg joins to discuss Texas Instruments. On the macro front, former Kansas City Fed President Esther George weighs in on the Beige Book and Fed Chair Powell's latest moves. 

US President Trump said the Fed should lower interest rates and would like the Fed chair to be early or on time, adds no intention of firing the Fed chair and wants Powell to be more active on rates.European bourses move higher as US Treasury Secretary Bessent and the latest Trump comments on Powell boost sentiment; TSLA +6.3% in pre-market trade after Musk signals stepping back from DOGE following dismal earnings.USD mixed vs. peers with Antipodeans leading given the positive risk tone.US and German paper diverges on account of trade updates and Trump comments on Powell.Industrial commodities higher on optimism, spot gold unwinds risk premium.Looking ahead, highlights include US PMIs, IMF/World Bank Spring Meeting, Speakers including BoE's Bailey & Breeden, ECB's Lane & Cipollone, Fed's Goolsbee, Musalem & Hammack, RBA's Bullock, Supply from the US.Earnings include, Boeing, AT&T, Vertiv, Phillip Morris, GE Vernova, Alaska Air, IBM, Chipotle, ServiceNow, Texas Instruments & Lam Research.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Anita Mehra, who retired in February as Microsoft's treasurer after a two-decade career at the company, joins NeuGroup founder and CEO Joseph Neu on the latest episode of NeuGroup's Strategic Finance Lab podcast.In the conversation, Ms. Mehra reflects on her journey, the role of treasury in driving business strategy and the importance of mentorship and inclusion. Before joining the corporate world, Ms. Mehra taught finance at the University of Wisconsin. In her first years in finance, she spent time at Lam Research and LSI Logic (now Broadcom), before joining Microsoft in 2005. Over the years, she played a key role in transforming treasury into a strategic function and advancing financial technology within the company.In the podcast, Ms. Mehra discusses how treasury's purpose has expanded beyond traditional risk management to actively supporting business growth. She also shares how technology—including AI—is changing finance and why human decision-making remains essential.

Repasamos el índice manufacturero de la FED de Filadelfia de febrero, Walmart, Alibaba, Palantir technologies y Lam Research. Con Rafael Damborenea, profesor de Finanzas en Eude Bussines School.

Fund your account in five minutes or less athttps://www.public.com/CSI and get up to $10,000 when you transfer your old portfolio. Is Lam Research (LRCX stock) a value stock to buy now for 2025? Chip Stock Investors Nick and Kasey discuss the companies outlook and future growth potential, especially as memory chips for use in AI remain in high demand. Lam's Semiverse software and Dextro robot are also put in the spotlight in this video. The semiconductor supply chain, new export restrictions to China, and an updated reverse DCF model discussion are also included.Join us on Discord with Semiconductor Insider:https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here:https://finchat.io/csi/********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #LRCX #LamResearch #semiconductorstocks #lrcx #chips #investing #stocks #ai #chipstocks #stocks #investor #stockmarket#chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocksNick and Kasey own shares of Lam ResearchPublic Disclosure:All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.

En este episodio, desglosamos los eventos más relevantes que están impactando los mercados y sectores clave: Wall Street en pausa antes del CPI: Los mercados esperan el informe de inflación de enero, con el CPI proyectado en +2.9% Y/Y y el core CPI en +3.2% Y/Y. Analizamos cómo un dato inesperado podría cambiar las expectativas de recortes de tasas por parte de la Fed en 2025. Baidu responde a DeepSeek: $BIDU anuncia el lanzamiento de Ernie 5 en 2025 con capacidades multimodales, en un entorno de creciente competencia con $BABA y $BDNCE. Examinamos cómo China sigue desarrollando su ecosistema de IA a pesar de las restricciones de chips. Lam Research apuesta por India: $LRCX invertirá más de $1B en el país, alineándose con el plan gubernamental de incentivos de $10B. Junto con $NXPI, India se posiciona como un nuevo polo de inversión en semiconductores. Exploramos qué significa esto para la industria global. XPeng llega al Reino Unido: $XPEV inicia preventa del G6 en el mercado británico y planea abrir 20 concesionarios en 2025. Con presencia en 14 países europeos, analizamos cómo esta expansión fortalece su estrategia global en vehículos eléctricos. Acompáñanos para entender cómo estos desarrollos están moldeando los mercados financieros, la tecnología y la industria automotriz. ¡Un episodio lleno de análisis estratégico!

CancerNetwork, in a partnership with KidneyCAN, spoke with 2 genitourinary oncologists, Elizabeth P. Henske, MD, and Jason Muhitch, PhD, about how advocacy and funding through interdisciplinary collaboration between patient advocates, researchers, and physicians have resulted in numerous clinical breakthroughs in kidney cancer.  Henske is a professor of medicine at the Harvard Medical School, an associate member of the Broad Institute of MIT and Harvard, director of the Center for LAM Research and Clinical Care, and a physician at Brigham and Women's Hospital and Dana-Farber Cancer Institute. Muhitch is an associate professor of Oncology, co-chair of the Genitourinary Translational Research Group, deputy director of Graduate Studies, and a member of the Department of Immunology at Roswell Park Comprehensive Cancer Center at Roswell Park Comprehensive Cancer Center. First, the state of kidney cancer advocacy was discussed, with Muhitch emphasizing multidisciplinary collaboration and the role of conferences, such as the Kidney Cancer Research Summit (KCRS) and the International Kidney Cancer Symposium, in bringing these groups together. Henske emphasized the strength of the advocacy network for kidney cancer, particularly as a mechanism for exchanging information, offering patient support and education, and facilitating research. Next, funding was touched upon, with Henske expressing her interest in conveying the importance and urgency of kidney cancer research to Congress. Muhitch agreed, suggesting that the meetings with congressional offices offer opportunities to explain how funding can impact kidney cancer outcomes and scientist training, as well as the strength of patient advocacy in influencing Congress. Muhitch and Henske then discussed the Kidney Cancer Research Program, which has enabled significant increases in funding for kidney cancer research, helped to facilitate clinical breakthroughs for common kidney cancer types, and set a foundation for exploring different kidney cancer variants. The discussion then turned to encouraging research for renal cell carcinoma , which Muhitch expressed can be attributed to partnership award recipients who went on to conduct research evaluating biomarkers predictive of patient responses to immunotherapies.  Regarding additional funding mechanisms, Henske and Muhitch discussed numerous private foundations providing smaller research grants. Henske explained that these smaller grants are instrumental in taking the first steps to explore rarer kidney cancer subtypes, with Muhitch explaining that the earlier funding can formulate research that leads to greater funding from the Kidney Cancer Research Program. KidneyCAN is a nonprofit organization with a mission to accelerate cures for kidney cancer through education, advocacy, and research funding. Learn more about KidneyCAN's mission and work here.

Send us a textOn September 30, 2024, Onto Innovation held the grand opening of its Packaging Applications Center of Excellence - or as it's being called, PACE. Françoise von Trapp attended the grand opening to learn why the company has partnered with like-minded suppliers of the panel-level packaging ecosystem to accelerate the development of PLP technologies for both organic and glass substrates. These include 3D InCites Members: LPKF Laser & Electronics, Evatec, MKS-Atotech and Lam Research; as well as Resonac, Corning, and others.This episode starts off with a conversation with Onto Innovation CEO, Mike Plisinski, who explains how PACE came to be, its business model, and why AI is driving growth in panel-level packaging. The story continues with a tour of PACE conducted by Keith Best, Director of PACE.  Best gives a step-by-step description of the processes as panels move from the photoresist coater, to the lithography stepper, to the developer, and then to the inspection system. He also talks about the role advanced lithography tools play in developing down-stream panel level processes. Lastly, you'll hear from PACE collaboration partners:Ralph Zoberbier, CMO, EvatecKuldip Johal, MKS-AtotechKazuyuki Mitsukura, ResonacJunro Yoon, Corning Advanced OpticsRichard Noack, LPKF Laser & Electronics Read the full story on 3D InCitesOnto Innovation Your partner for innovative solutions that improve time to market, yield, and product reliability.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.

A wild day of tech earnings, including from Tesla, IBM, Lam Research, ServiceNow, plus Las Vegas Sands and Mattel. High-profile analyst Dan Ives reacts to Tesla's numbers and former board member Steve Westly gives a bigger picture take on where the EV-maker stands. Jon spoke with IBM CEO Arvind Krishna and ServiceNow CEO Bill McDermott before the earnings call and brings those comments to you.  

Send us a textIn this episode, Françoise von Trapp speaks with Chee Ping Lee, of Lam Research, about the critical role of high bandwidth memory (HBM) in generative AI, emphasizing its high bandwidth and compact design.  HBM memory has received a lot of attention as one of the first technologies to implement 2.5D and 3D stacking. Lee explains how HBM uses advanced packaging technologies like TSV and microbumps to achieve high memory capacity and performance. Lam Research's solutions are key to HBM's success.Listen to learn details about: The importance of HBM for AI chip manufacturing  The relationship between advancedpackaging and HBMThe differences between different HBM generations The future of microbumps and hybrid bonding Lam Research's advanced packaging solutions Contact Chee Ping Lee on LinkedIN Learn more about why HBM Is a critical enabler for generative AI in this blog post. Lam Research Lam Research equipment and services allow chipmakers to build smaller and better performing devicesDisclaimer: 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.

Get up to 15 free stocks for signing up with Moomoo using our special link: https://j.moomoo.com/018m5C Micron stock (MU stock) is down over 40% from its peak earlier this year. Is it time to buy the dip? And is there an area of the semiconductor market that's an even better long-term investment? Nick and Kasey discuss in this special "celebration" video. Moomoo's $0 commission trading is available only to U.S. residents trading in the U.S. markets through Moomoo Financial Inc. Other fees may apply. For more information, visit moomoo.com/us/pricing Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #micron #memorychips #lamresearch #lrcxstock #chips #investing #stocks #financeeducation #artificialintelligence #ai #financeeducation #chipstocks #finance #investing #chipstockinvestor #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Lam Research and Applied Materials Moomoo Disclosures: Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services on Moomoo are offered by Moomoo Financial Inc., Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with Moomoo Financial Inc. (MFI), Moomoo Technologies Inc. (MTI) or any other affiliate of them. The experiences of the influencer may not be representative of the experiences of other moomoo users. Any comments or opinions provided by the influencer are their own and not necessarily the views of MFI, MTI or moomoo. They do not endorse any trading strategies that may be discussed or promoted herein and are is not responsible for any services provided by the influencer. This advertisement is for informational and educational purposes only and is not investment advice or a recommendation to engage in any investment or financial strategy. Investing involves risk and the potential to lose principal. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Any images shown are strictly for illustrative purposes. Institutional Tracking feature limitations: Please note any portfolio composition provided is updated on a significant delay and may be incomplete. It is not possible to replicate the timing or exact holdings of institutional portfolios. Conditional orders: No matter what type of order is used, market and investment risks cannot be completely eliminated. Limit and stop orders do not guarantee that an execution will occur because the price may never reach your limit or stop price, or there are other orders ahead of yours.*Important: Before investing in an ETF, you should read its prospectus or, if available, the summary prospectus, which provide detailed info on the ETF's investment objective, strategies, risks, costs, and historical performance (if any). Locate prospectuses on the websites of the firms that sponsor a particular ETF, or through your broker. ETFs are exposed tomarket volatility and risks of underlying securities.

The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry. Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I've had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master's in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

Instant analysis of Lam Research ($LRCX) Q4 earnings, as we hear from CEO Timothy Archer. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lam Research #Earnings @Lam Research $LRCX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

A double-dose of major market-moving events: Meta earnings and the FOMC's rate decision. Fed Chair Jerome Powell kept interest rates unchanged but said investors could expect a cut in September if current economic data continues. Meantime, investors cheered Meta's latest quarterly numbers; top-rated analyst Mark Mahaney of Evercore and CFRA's Angelo Zino break down the report. Plus, Qualcomm CEO on what powered the chipmaker's strong quarter. Plus, other earnings from Arm, Lam Research, eBay, Etsy and MGM.

In this episode of Market Mondays, we dive into several pressing financial topics:1. **U.S. National Debt**: With the national debt nearing a record $35 trillion, we explore what citizens can do to address or fix this issue.2. **Social Security & Medicare**: Bloomberg projects that Social Security will run out of money by 2033 and Medicare by 2036. We discuss the steps needed to mitigate this impending shortfall.3. **Stock Market Stability**: The S&P 500 has gone 377 days without a 2.05% decline, its longest stretch since the financial crisis. What does this indicate about the market's current state?4. **Invest Fest Announcement**: We reveal the headliner for this year's Invest Fest!5. **Warren Buffett's Strategy**: Warren Buffett has increased his stake in Occidental to nearly 29%. We analyze what this tells us about his strategy and Occidental's potential.6. **Ian's Presentation**: Ian delivers an insightful presentation on stock trading and investing.7. **Nasdaq Stocks Outlook**: Certain Nasdaq stocks, including KLAC, LAM Research, NVIDIA, Qualcomm, and Texas Instruments, are expected to rise in the latter half of the year. We examine the factors driving these expectations.8. **Tesla's Workforce Reduction**: Tesla has reduced its workforce by at least 14% this year. We discuss the implications for Tesla's operations and stock performance.9. **Cybersecurity Stocks**: Following the recent CDK cyberattack, we identify which stocks could benefit most from increased cybersecurity demand (Crowdstrike, Zscaler, Cloudflare, Fortinet).10. **Small-Cap Stocks**: Do small-cap stocks have a chance to perform well by the end of the year? We highlight the key factors to watch.11. **Market Indicators**: With lumber futures on a decline, yields coming down, and M2 money supply slowly declining, are we facing the long-anticipated recession? We provide insights on what to expect in the next two years.12. **Building Investor Confidence**: How can investors build confidence in trading or making stock purchases after thorough research and preparation?13. **Market Peak**: Are we currently at the top of the market? We discuss the indicators investors should watch for to determine this.14. **Verzuz on X**: We share our thoughts on Verzuz being moved to X and its potential impact on its audience and popularity.Join us for these discussions and more on Market Mondays! Don't forget to like, comment, and subscribe for more financial insights and updates.#Investing #Finance #StockMarket #Economy #SocialSecurity #Medicare #WarrenBuffett #Tesla #Cybersecurity #SmallCapStocks #Recession #Verzuz #InvestFestOur Sponsors:* Check out Monarch Money: www.monarchmoney.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Investors sold off Meta in Overtime after its Q1 numbers. We have you covered from every angle, including comments from the CFO. Plus earnings from Ford, Chipotle, Lam Research, IBM and ServiceNow. Chipotle CEO on latest quarter, inflation and more.