Podcast appearances and mentions of meta platforms

Story of the Week (DR):Cracker Barrel CEO is out after MAGA backlash to "Uncle Herschel" logo change MMBefore Julie Masino was brought in, Cracker Barrel was facing a slow-moving existential crisis:Their primary core customer base (older generations and rural highway travelers) was naturally shrinking, and younger diners were simply not replacing them.Kitchen tech, supply chains, and digital ordering lag behind competitors like Texas Roadhouse or Olive Garden.Some great fake populism from Fox: Cracker Barrel to pay for outgoing CEO's security, $4.6M severance after failed rebrandCracker Barrel names David Deno CEOBurger KingYum! Brands and Pizza Hut for 15 years, including serving as CFO and COO.Quiznos CEO.Best Buy: Served as President of Asia and CFO for Best Buy's International DivisionBloomin' Brands for 12 years: CEO, CFO and Chief Administrative OfficerOutback Steakhouse, Carrabba's Italian Grill, and Bonefish GrillBoard MembershipsCracker Barrel Old Country Store (2016-)Panera Brands (2024-): Audit Committee ChairKrispy Kreme (2016-)Bloomin' Brands (2019–2024)Peet's Coffee (2006-2012)Macalester College: Former Chair of the Board of Trustees (1998-2022).From Cracker Barrel to Boeing, Companies Are Turning to Retired CEOsThese retired CEOs are being hired to be "fixers." They are brought in to cut costs, repair supply chains, restore investor confidence, and act as a stabilizing force rather than reinventing the brand.Exxon and Chevron profits surge on rising oil prices due to Iran warChevron posted its highest profit in six years as the Iran war boosted oil pricesBig Oil Is Getting Sued for Heat Deaths. It's Fighting Back With an Army of Immunity LawsMore than a decade after investigations found that Exxon Mobil had known about the dangers of global warming since the 1970s but publicly downplayed the threat, lawsuits against oil companies have proliferated. There are nearly 40 of these cases pending across the countryIn the meantime, the industry has been mobilizing a counterattack against the lawsuits with the help of the Trump administration and Republican politicians.Republicans are trying to pass laws to grant oil majors immunity to these kinds of lawsuits, with success in several states so far.Utah, Iowa, Tennessee, Oklahoma, and Louisiana have recently signed laws shielding fossil fuel companies from lawsuits related to greenhouse gas emissionsOil executives have also gotten help from the federal government, following an executive order from President Donald Trump last year directing the attorney general to prioritize blocking climate lawsuits by states.This May, the Justice Department responded to Minnesota's climate lawsuit against Big Oil with a lawsuit of its own, just as the state's case was moving into the discovery phase. It said Minnesota was undermining “American energy dominance” and attempting to regulate greenhouse gases, which should fall under the purview of federal law—echoing the oil industry's well-known argument.Elon Musk Is Quietly Turning to This Fossil Fuel to Power His AI AmbitionsSam Altman Announces That the Singularity Has Arrived: a hypothetical future point in time when technological growth becomes autonomous, uncontrollable, and irreversible, fundamentally transforming human civilization“We are now, like, in the singularity ... Now we're actually in the moment that we used to talk about at the lunch table in a very not-serious way ...I've been waiting for this my whole life, and I think it's going to be incredible, hugely positive, awesome for the world.”Sam Altman says one of his biggest fears is that a small number of companies will control AI: 'That'd be very, very bad'Sam Altman says the Hugging Face hack is a reminder that an AI power monopoly could lead to 'long-term disaster'OpenAI says its rogue AI tried to hack other companiesMark Zuckerberg is urging the U.S. to accelerate AI development, not restrict it'No Way to Stop It': Elon Musk Warns Humans Will Lose Control of AI and Face Extinction by 2036Microsoft CEO Warns That Companies Embracing AI Could Drive Themselves Out of BusinessAI hackers are getting faster. The government may not be readyAnthropic says its Claude models 'gained unauthorized access' to other organizations' systemsAnthropic says its models went rogue and hacked 3 companies during testing'It Will Happen Frequently': Musk Warns of Rogue AI Threat After Anthropic Breached Three FirmsElon Musk Commits Up to $120M to Republican Midterms: Sets Feud With Trump Aside for Major Election PushGoodliest of the Week (MM/DR):DR: Gen Z women are having an entrepreneurship boomOf all women who started businesses in 2025, 47% of Gen Z women did so, compared with 38% the previous year. Gen Xers followed close behind at 46%. Then came millennials at 43% and baby boomers at just 23%.Overall, in 2025, 69% of new Black-owned businesses were started by women. The survey also found that women business owners are less likely than their male counterparts to depend on AIMM: Delaware judge rules public benefit corporations exempt from maximizing value in sale DRFiduciary duty is different - OpenAI, AnthropicAssholiest of the Week (MM):Fake man apologies MM‘I'm sorry ... but': Apologetic Alan Joyce tells his side of the Qantas storyJoyce has expressed some regret“So with the information we had at the time, I still don't think there was any other decision you could make,”“Hindsight is a great thing.”“I'm actually very, very proud of the fact that I'm not sitting here and apologising for Qantas going bankrupt, [something] that many airlines around the world did,”Australian Competition and Consumer Commission fined Qantas $120 million for selling tickets for 8000 already cancelled flights“I apologise for the angst that was generated [for] the customers on it, but the reality was we had 22 million bookings in the system [and] the system wasn't designed to do an automatic refund,”“Stop us!”More than 1,200 AI workers across Anthropic, DeepMind, OpenAI, and Meta are asking for Washington's help building an AI slowdown plan‘No Way to Stop It': Elon Musk Warns Humans Will Lose Control of AI and Face Extinction by 2036Elon Musk's new 5-year warning to Americans: AI will beat human brains by 2032 (then go wild). Get rich or get crushed?Sam Altman says the Hugging Face hack is a reminder that an AI power monopoly could lead to 'long-term disaster'It Will Happen Frequently': Musk Warns of Rogue AI Threat After Anthropic Breached Three FirmsBut also, DON'T stop us, obviously…Palantir CEO warns US against Europe's AI regulation path, urges Trump admin to not ban open modelsElon Musk's xAI sues Minnesota over law to ban 'nudify' appsMark Zuckerberg is urging the U.S. to accelerate AI development, not restrict itElon Musk Commits Up to $120M to Republican Midterms: Sets Feud With Trump Aside for Major Election PushIgnoring boardsHims & Hers mission:“Hims & Hers is the leading health and wellness platform on a mission to help the world feel great through the power of better health. We believe how you feel in your body and mind transforms how you show up in life. That's why we're building a future where nothing stands in the way of harnessing this power. Hims & Hers normalizes health & wellness challenges—and innovates on their solutions—to make feeling happy and healthy easy to achieve. No two people are the same, so the Company provides access to personalized care designed for results.”Hims & Hers board:CEO: Andrew Dudum, tech VC bro investor “serial entrepreneur” with deep health experience from Bungalow (airBnB knockoff in the UK), Homebound (a “homebuilding platform”), TalkIQ (an AI startup, duh), and Terminal (something about scaling engineering?)TWO directors from DoorDash (Kofi Amoo-Gottfried from Marketing, previously of Facebook, and Christopher Payne the COO, previously of eBay, MSFT, and Amazon)TWO pharma execs (one lawyer, Deb Autor, one with an econ degree, Kare Schultz)One guy from Netflix (David Wells) and one lady from Urban Outfitters (marketing/brand, Andrea Perez) and one pure law firm lawyer (Anja Manuel)ONE DOCTOR EXCLUSIVE: US FTC sues Hims & Hers for sending user health info to Meta, SnapUsers' sensitive health information was shared with online advertising companies including Meta ​Platforms and Snap despite the company leading customers to believe their ​data was private, the FTC alleged in the lawsuit filed along with Los ⁠Angeles County and Utah.Hims & Hers also started charging users for prescriptions before ​they have ⁠had a chance to meet with healthcare providers, the FTC alleged. Most customers do not receive a consultation with a provider, and instead are charged for ⁠prescriptions ​soon after filling out an intake form, ​according to the agency.Headliniest of the WeekDR: CEO apologizes for offering interviews to people who got tattoos of his AI company logoSan Francisco tech CEO Jordan Zietz, co-founder of an early stage AI startup called LemonLime. Stanford grad.“LemonLime learns your business and then automates your team's busywork in a single click, no coding or manual setup required.”Former Qantas CEO reflects on tenure, issues apology to passengers over post COVID chaos AND ‘I'm sorry ... but': Apologetic Alan Joyce tells his side of the Qantas storyMM: Amazon received $600 million in tariff refunds and will pass some back to customersMM: Trump Staff Cuts Blamed After Watermarked OpenAI Map Mislabels Africa at AIDS ConferenceIt's the fact that we have less staff that meant we couldn't bother to figure out which country was whichWho Won the Week?DR: Kohls: For getting some much-needed female influence on board: Kohl's Appoints Wendy Arlin as Chair of the BoardCurrently only 2: Robbin Mitchell (7%) and Wendy Arlin (1%)John Schlifske (27%) stepping downMM: The phrase “not due to any disagreement with the Company”Anne Sweeney Resigns From Netflix BoardOn July 26, 2026, Anne Sweeney notified Netflix, Inc. (the “Company”) that she was resigning from the Board of Directors of the Company effective as of that date. Ms. Sweeney's resignation is not due to any disagreement with the Company1,660 8-Ks in the last 5 years have the exact phrase “not due to any disagreement with the Company”So we're saying that 1,660 c-suite and board members resigned in 5 years - more than 300 per year - and NONE were due to a disagreement with the companies? That's only THAT phrase - no other details are given for most of them except occasionally:To pursue another jobPersonal reasonsFor scale, in the last 5 years, the term “was due to a disagreement with the Company” appears… 5 timesPredictionsDR: Qantas CEO Vanessa Hudson apologizes that it took former CEO Alan Joyce to apologize for something she already apologized for despite not being CEO when any of it happenedMM: Damion resigns from Free Float due to a disagreement with the zero dollars he gets paid, but Free Float puts out a statement saying it's “not due to any salary reason related to the company”

GESTIONNAIRES EN ACTION. L'industrie des semi-conducteurs dédiée à l'intelligence artificielle fait vivre des émotions en montagnes russes aux investisseurs depuis le début de l'année. Après une progression ininterrompue entre janvier et juin, le titre de Sandisk (SNDK, 1279,96$US) a, par exemple, chuté de 60% entre son sommet historique de juin et son creux du 29 juillet, avant de rebondir de près de 26% le lendemain. Micron Technology (MU, 874,66$US) et CoreWeave (CRWV, 73,90$US) sont d'autres titres qui ont effectué des mouvements similaires. Qu’est-ce qui a bien pu se produire pour provoquer des mouvements aussi marqués ces derniers jours? Marc L’Écuyer, gestionnaire de portefeuille à Cote 100, pointe du doigt l’implosion du fonds spéculatif Situational Awareness, dirigé par l’ancien employé d’OpenAI Leopold Aschenbrenner, qui a été forcé de liquider tous ses titres boursiers. «Dans les deux dernières années, Situational Awareness, qui investissait surtout dans les titres liés à l'intelligence artificielle, avait réalisé des rendements extraordinaires», explique-t-il. «Puis là, on vient d'apprendre que la société a été obligée de liquider toutes ses actions. Pourquoi? Parce que les rendements avaient été réalisés, disons, en utilisant l'effet de levier», précise-t-il. Marc L’Écuyer explique que le fonds avait donc utilisé de l’endettement pour amplifier ses rendements. Le risque d’utiliser de telles pratiques est que les prêteurs peuvent procéder à des rappels de marges lorsque d’importantes baisses boursières surviennent, comme ce fut le cas depuis le début du mois de juillet, forçant les investisseurs à vendre au pire moment. Trop de complaisance? Marc L’Écuyer estime que l’industrie de l’intelligence artificielle continuera de générer des investissements massifs au cours des prochaines années. «En ce moment, les investisseurs peuvent effectivement se laisser emporter par des prévisions un petit peu trop positives ou même euphoriques. Qu'est-ce que ça veut dire? C'est que le risque à la baisse est excessivement élevé», dit-il. Le gestionnaire de portefeuille ajoute que les FNB à effet de levier peuvent être tout aussi risqués en multipliant le rendement de titres ou de secteurs comme les semi-conducteurs à la hausse en utilisant des produits dérivés. Lorsque des reculs surviennent, ces rendements sont toutefois multipliés... à la baisse. Microsoft et Meta Platforms dans des directions opposées Aux États-Unis, Meta Platforms (META, 539,03$US) et de Microsoft (MSFT, 451,10$US) ont toutes deux dévoilé leurs résultats trimestriels après la fermeture des marchés le 29 juillet et les titres ont pris des directions opposées le lendemain! Le titre de Microsoft a progressé de 15,5%, alors que celui de Meta a plutôt reculé de 8%. Marc L’Écuyer soutient que les investisseurs commencent à être en mesure de faire la différence entre les entreprises qui ont une stratégie claire en intelligence artificielle et en infonuagique et celles dont les objectifs sont plus flous. «Si on prend l'exemple de Microsoft, on regarde la croissance des revenus dans l’infonuagique est à un sommet depuis 2022. On voit une demande et comment la stratégie de la société va s'implanter, entre autres en connectant ses solutions avec tous ses clients d’affaires», explique-t-il. Il précise qu’à l'inverse, la stratégie pour monétiser l'intelligence artificielle de Meta Platforms est plus nébuleuse, ce qui a provoqué la chute du titre le 30 juillet.Pour de l'information concernant l'utilisation de vos données personnelles - https://omnystudio.com/policies/listener/fr

It was one of the most anticipated earnings weeks of the year... And one company may have just changed the market's narrative. In today's episode, we break down the latest earnings reports from four members of the Magnificent 7—Microsoft, Apple, Meta Platforms, and Amazon. While each report offered valuable insight into the state of Big Tech and the AI race, one company stood above the rest. Microsoft stole the show. As investors questioned whether the tech sector was overspending on artificial intelligence, Microsoft's results provided a powerful reminder that AI isn't just a massive expense—it can also be a massive growth engine. In this episode, we'll discuss: Why Microsoft's earnings impressed Wall Street Whether AI investments are finally beginning to pay off How Apple, Meta, and Amazon measured up against expectations Which Magnificent 7 companies appear strongest heading into the next quarter The technical outlook for the technology sector after earnings We'll also examine what these reports tell us about the broader economy. Big Tech earnings often serve as a barometer for corporate spending, consumer demand, cloud computing, digital advertising, and artificial intelligence. Their results can shape market sentiment for weeks to come. Because earnings season isn't just about who beat estimates... It's about which companies are proving they can turn innovation into profits. Listen now:

Ali Mogharabi and Lauren Cassidy discuss Meta Platforms' (META) shares falling after the company reported an earnings miss and issues lighter than expected guidance, leaving investors underwhelmed despite signs of strength in its core business. Lauren breaks down why the quarter was an overall disappointment, while Ali explains why Meta's fundamentals may be stronger than Wall Street has been giving it credit for. They also discuss why, despite the near-term setback, they still believe in Meta's long-term vision and AI driven growth strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Fed maintained rates, though with 3 dissenters who favoured a 25bps hike. Chair Warsh said that if inflation remains elevated, rates could be part of fixing that.DXY came under pressure as the Fed failed to match hawkish expectations, though Warsh's press conference triggered pronounced UST curve steepening.US CENTCOM announced its forces successfully completed a heavy wave of strikes against Iran; Jordan intercepted five missiles launched by Iran.US after-market earnings saw results from ARM Holdings (-5.7%), Microsoft (+8.9%), Meta Platforms (-7.5%) and QUALCOMM (-4.7%).APAC stocks were mostly lower; European equity futures indicate a flat cash market open. Looking ahead, highlights include French GDP Prelim (Q2), Spanish GDP Flash (Q2), Inflation Prelim (Jul), German GDP Flash (Q2), State/Nationwide Inflation Flash (Jul), Italian GDP (Q2), EU GDP Flash (Q2), Consumer Confidence Final (Jul), US GDP Advance (Q2), PCE (Jun), Initial Jobless Claims (Jul/25), Personal Spending (Jun), Chicago Fed Labor Market Indicators (Jul), BoE Policy Announcement & MPR (Jul). Speakers include BoE Governor Bailey, Earnings from Bristol Myers Squibb, Mastercard, Apple, Amazon, Adidas, BMW, Leonardo, Renault, Sanofi, Schneider Electric, SocGen, BAE Systems, British American Tobacco, Shell & Rolls-Royce.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Markets weighed a flurry of corporate earnings alongside an unusually divided Federal Reserve, leaving investors with fresh questions about where opportunities lie. Michelle Martin unpacks Keppel's sharp drop in headline profit and why its underlying business tells a much stronger story as the company continues its asset-light transformation. She also explores why DBS believes StarHub could emerge as an unexpected winner following the collapse of the M1-Simba deal, and what renewed consolidation could mean for Singapore's telecom sector. The programme also covers a strong turnaround at Starbucks, a volatile night on Wall Street following a split Fed decision, and the latest winners and losers from the AI investment cycle, including Microsoft, Samsung Electronics and Meta Platforms. Plus, Singtel's reported plans to unlock value from its fast-growing data centre business, Nxera, through a potential dual listing and REIT, and in the Last Word, why FIFA's proposed US$20 billion commercial rights deal raises bigger questions about the growing influence of private capital in global sport.See omnystudio.com/listener for privacy information.

Your morning briefing. All the news you need to start your day.On today's podcast:(1) The message from the bond market was clear: For all of Federal Reserve Chairman Kevin Warsh’s tough talk about taming inflation, he’s in no rush to use the power of the central bank to do it. The Fed kept interest rates unchanged for a seventh straight month, prompting investors to dump 30-year Treasury bonds and send the yield up to nearly 5.23%, a 19-year high.(2) The Bank of England is set to leave interest rates on hold as it sticks to a wait-and-see approach to navigate the wild swings in oil and gas prices.(3) The US launched a new wave of strikes against Iran in response to attacks on American military bases in the Middle East, escalating a conflict that has spread across the region.(4) Samsung posted a 250-fold surge in chip profits and now expects memory shortages to worsen next year, reflecting the relentless pace of a global AI infrastructure buildout.(5) Meta Platforms gave a disappointing quarterly revenue forecast, stepping up pressure on Chief Executive Officer Mark Zuckerberg to allay investor concerns that the company isn’t swiftly benefiting from its massive outlay on artificial intelligence.Podcast Conversation: Once You’ve Heard ‘Luxury Voice,’ You Can’t Unhear It: EssaySee omnystudio.com/listener for privacy information.

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investor concerns about the social media giant’s unprecedented spending on artificial intelligence and sending shares lower afterhours. Microsoft’s cloud unit grew at the fastest pace in four years, suggesting that the company’s computing infrastructure and artificial intelligence services continue to make inroads with businesses. Shares of Microsoft rose in extended trading. Qualcomm, the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market. The company’s stock fell afterhours. To break down all of this, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, Host, Bloomberg Tech Mandeep Singh, Global Head of Technology Research, Bloomberg Intelligence See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über die anhaltende Chip-Krise, eine prickelnde Überraschung von Coca-Cola und Hammer-Zahlen von Seagate. Außerdem geht es um Corning, Amkor Technology, Carrier Global, Hubbell, Micron Technology, Arm Holdings, Marvell Technology, Meta Platforms, Nvidia, Goldman Sachs, Bloom Energy, Coca-Cola, Visa, Mondelez International, AIXTRON, SMA Solar Technology, Siltronic, Infineon, SAP, Nemetschek, TeamViewer, Bechtle, Mercedes-Benz, Daimler Truck, RWE, Ford, SK Hynix, Microsoft, Lam Research, Applied Materials, Nikon, Canon, Lasertec, IMAX, iShares Core MSCI World ETF (WKN: A0RPWH), Xtrackers S&P 500 Equal Weight ETF 1C (WKN: A1106A). Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket für den „Alles Auf Aktien Summit“ – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 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 Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The Daily Business and Finance Show - Wednesday, 29 July 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Meta in charts: R&D expenses top $21B in Q2 as AI investment accelerates Microsoft Non-GAAP EPS of $4.74 beats by $0.50, revenue of $90B beats by $2.37B Nasdaq reversal a bear trap? History says yes Microsoft pops as Q4 results top estimates; Azure tops $100B in revenue Meta Platforms raises lower end of capex range, sees increased legal expenses in FY26 Snowflake advances 5%, sets new high 3 things to look out for on Thursday Vertiv outlines raised 2026 outlook with $14B net sales, $6.70 adjusted EPS and $2.5B free cash flow Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

DR1CEO OverlordsIn our 'Zuck saves kids from Mommies' headline of the week. Meta Working on Crushingly Sad AI App That Tells Bedtime Stories to Children, for “Tired” Parents*************** In our 'CEO overlords say the trick to getting a good career is figuring out how to please us' headline of the week. As millions of Gen Zers face unemployment, CEOs of Amazon, Citi, and McDonald's say opportunity is still there—if you have the right mindset*************** In our 'If you have to ask why then you probably won't understand the answer' headline of the week. Why did a $154 billion CEO just endorse stripping most Americans of voting rights—and taking us back to the 19th century?***************Tobias Lütke, CEO/cofounder of ShopifyIn our 'Yeah, but they waaaaaaant it' headline of the week. The Type of Orbital Data Centers That Billionaires Want to Launch Into Space Would Wreak Ecological Catastrophe, Scientists Warn*************** In our 'Meglomaniac looks in the mirror, doesn't like what he sees' headline of the week. Sam Altman says one of his biggest fears is that a small number of companies will control AI: 'That'd be very, very bad'*************** MM1In our 'I mean, it didn't ONCE tell me to kill myself!' headline of the week. Sam Altman says he got ‘addicted' to TikTok, including a Saturday afternoon where he scrolled ‘for like 3 hours'In our 'Sorry, I was scrolling TikTok... what happened?' headline of the week. Sam Altman Announces That the Singularity Has ArrivedIn our 'Things that you can get carried away doing include ordering pastrami sandwiches, buying Christmas presents, and plucking your eyebrows' headline of the week. Musk Says He Got “Carried Away” With DOGE Cuts, Which Are Set to Kill MillionsIn our 'Zuckerberg announces another massive company rebranding: from Meta Platforms to Pervert Platforms' headline of the week. Meta Desperately Trying to Ban Creeps Misusing Its AI “Pervert Glasses”Does Mark count?In our 'Are boobs pecuniary?' headline of the week. Cracker Barrel CEO is out after MAGA backlash to "Uncle Herschel" logo changeAre logo changes pecuniary? Isn't the fact that a logo changed and it cost money and the CEO her job evidence that ESG data IS PECUNIARY? The logo is non-financial! ESG for all!DR2In our 'Sorry, watching World Cup' headline of the week. OpenAI didn't realize its agent was responsible for hack for a week*************** In our 'What's next? Are they going to start wearing glasses?' headline of the week. Japan office workers cool off with shorts amid record-breaking summers*************** In our 'Come for the ethically sourced, single-origin dark roast stay for the Maltodextrin' headline of the week. Starbucks Powder Designed to Make Drinks 'Look Better' Makes Baristas Feel Worse*************** In our 'Hey Ma, why is it 215 degrees in my bedroom? Ask Dad' headline of the week. Startups are installing tiny data centers in people's homes to reduce strain on the beleaguered electrical grid*************** In our 'Come for the child's game, stay for the crushing dystopia' headline of the week. Pokémon Mandates Facial Scans at Five Japan TCG Stores to Combat Scalping, Prompting Privacy Questions*************** MM2In our 'We tried HUMAN powered security cameras, and while that worked really well, it was really too nuanced and human' headline of the week. MIT Is Blanketing Its Entire Campus in AI-Powered Security CamerasFirm is AI-Rgus and it's able to tell if your camera is tilted or blurryIn our 'We tried HUMAN powered relationships, but there was so much TALKING and CONNECTING and EMOTIONS' headline of the week. AI is quietly becoming an unofficial and potentially unwanted 'third' in relationshipsIn our 'Elon Musk said on Twitter that using a white font as a trick was racists against whites' headline of the week. Professor Hides White Font in Midterm, Catches Students Using AI in the Stupidest Way PossibleIn our 'You wouldn't be anxious about AI if you were plotting to kill it' headline of the week. Jeff Bezos says being lazy, not working hard, is the root of anxiety: ‘The stress goes away the second I take that first step'In our 'CHINA CHINA CHINA CHINA CHINA' headline of the week. China pours funding into green energy deals as Iran war hits oil demand

Earnings this week from Amazon, Meta Platforms and Microsoft, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

Earnings this week from Amazon, Meta Platforms and Microsoft, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and PortfoliosSee omnystudio.com/listener for privacy information.

The U.S. dollar has been gaining ground as investors flee to safety amid escalating Middle East tensions, even as the pound and other currencies give back recent gains. But a stronger dollar has its own set of consequences for multinationals, emerging markets, and commodity prices.Today's Stocks & Topics: Trump Account vs. 529 Account, Market Wrap, abrdn Physical Precious Metals Basket Shares ETF (GLTR), K Shaped Economy, CF Industries Holdings, Inc. (CF), Dollar vs. Emerging Market Currencies: Is the Safe-Haven Rally a Trap?, Blue-Chip Stocks, Meta Platforms, Inc. (META), Private Label Brands, Vanguard Energy Index Fund ETF Shares (VDE), Chubb Limited (CB).Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

For the first time in months, the market's biggest winners are starting to look vulnerable. The Magnificent 7—the technology giants that have powered much of this bull market—came under heavy selling pressure as investors questioned whether the industry's massive spending on artificial intelligence is beginning to outpace the returns. Is Wall Street finally losing confidence in the AI trade... Or is this simply another healthy correction before the next leg higher? In today's episode, we'll break down what sparked the selloff and discuss whether companies like Nvidia, Microsoft, Amazon, Alphabet, Meta Platforms, Apple, and Tesla are facing a temporary setback—or the beginning of a much larger rotation. We'll discuss: Why investors are suddenly worried about AI infrastructure spending Whether trillion-dollar AI investments are generating enough returns What this selloff means for the broader technology sector Key technical levels to watch in the Magnificent 7 stocks We'll also turn our attention overseas as tensions with Iran continue to escalate. Geopolitical uncertainty is once again putting upward pressure on crude oil prices, and I'll explain why I believe oil may have considerably more room to run if the current situation continues to deteriorate. We'll cover: The latest developments involving Iran Why geopolitical risk is driving energy markets What higher oil prices could mean for inflation, interest rates, and the stock market The sectors that could benefit if crude continues to climb Finally, I'll share a brief recap from last week's MoneyShow, highlighting some of the questions investors were asking, the biggest themes discussed during my presentations, and what I took away from speaking with traders from around the country. Because sometimes... The most valuable insights don't come from charts—they come from conversations with thousands of investors. Listen now:

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über neue Paypal-Fantasie, die unterschätzte Apple-Rallye und die Antwort auf die Frage: Kann ein Atommüll-Staatsfonds auch Rente? Außerdem geht es um Samsung Electronics, Micron Technology, IBM, SK Hynix, Alphabet, Meta Platforms, Amazon, Microsoft, Apple, PayPal Holdings, Block, Morgan Stanley, BlackRock, BASF, Volkswagen, BMW, Mercedes-Benz Group, Richemont, Kering, LVMH, Hermès, Burberry, TSMC, Netflix, ABB, Abbott Laboratories, GE Aerospace, Intuitive Surgical, UnitedHealth Group, Alcoa, United Airlines Holdings, BHP, ING Group, Smartbroker Holding, AMD, Broadcom, Nvidia, Viasat, AST SpaceMobile, Rocket Lab, Planet Labs, EchoStar, SpaceX, Amundi Global Luxury UCITS ETF (WKN: A2H564), Boreas S&P Absolute Luxury UCITS ETF (WKN: A412DN), iShares Core MSCI World UCITS ETF (WKN: A0RPWH), Xtrackers MSCI World UCITS ETF 1C (WKN: A1XB5U), SPDR MSCI ACWI ETF (WKN: A1JJTC), iShares Core MSCI EM IMI UCITS ETF (WKN: A111X9), VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Amundi MSCI Semiconductors UCITS ETF (WKN: LYX018), VanEck Space Innovators UCITS ETF (WKN: A3DP9J), Global X Copper Miners UCITS ETF (WKN: A3C7FZ), Global X Silver Miners UCITS ETF (WKN: A3DC8R), VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), iShares Global Clean Energy ETF (WKN: A0MW0M). 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Markets face a single session combining a Consumer Price Index release, high profile earnings, and a Federal Reserve decision. The setup concentrates interest rate risk and profit risk as megacap technology leaders like Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta Platforms, and Tesla trade at premium valuations. Core CPI, shelter, and services inflation excluding housing will guide expectations for Treasury yields and financial conditions. The Fed's policy statement and Chair Jerome Powell's remarks will influence discount rates, corporate bond spreads, and borrowing costs. Concurrent earnings updates will provide bottom-up signals on demand, pricing, and capital spending. Founders and operators should align financing, hiring, and capex decisions with how rates, guidance, and risk appetite shift.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt. Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor's accelerated growth in June-Meta Platforms' greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school? Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS) Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

It was another interesting week for the tech trade, as Sam Vadas discusses her top takeaways Meta Platforms' (META) strong run, and SK Hynix's (SKHYV) Nasdaq debut. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Meta testerait des lunettes connectées capables de tout voir et de tout entendre. Problème : le numérique n'a pas de mémoire éphémère et intime comme l'humain. Tout ce qui est capté est forcément sauvegardé, traité et potentiellement exploité. Une menace pour la vie privée.Une mémoire externeAprès les smartphones, les montres connectées et les assistants vocaux, l'industrie technologique prépare une nouvelle génération d'appareils capables d'accompagner notre quotidien en permanence. Lunettes connectées, pendentifs ou autres dispositifs portables pourraient bientôt observer notre environnement, enregistrer des informations et répondre à nos questions grâce à une mémoire artificielle personnelle.Meta Platforms explore notamment cette idée avec un projet interne baptisé « Super Sensing », qui viserait à transformer les lunettes connectées en véritable mémoire augmentée. À terme, ces objets pourraient permettre de retrouver un objet perdu, se souvenir d'une conversation ou identifier un lieu simplement en interrogeant une intelligence artificielle.L'IA omniprésenteLes lunettes Ray-Ban Meta offrent déjà certaines fonctions liées à l'image, au son et à l'assistance IA, mais avec une utilisation déclenchée volontairement par l'utilisateur. La prochaine étape imaginée par certains acteurs serait une captation passive et continue, où l'appareil deviendrait un compagnon capable de comprendre le contexte en permanence.Cette vision est également explorée par plusieurs entreprises du secteur. Google a montré les capacités de son IA Gemini à analyser l'environnement, tandis que Meta Platforms a renforcé ses ambitions dans ce domaine avec l'acquisition de Limitless, spécialisée dans les assistants IA contextuels.Humain augmenté et surveillance permanenteLes bénéfices potentiels sont nombreux : aider les personnes malvoyantes, assister les professionnels sur le terrain, faciliter les réparations techniques ou encore accompagner les personnes âgées grâce à une mémoire artificielle capable de compenser certains oublis.Mais cette promesse soulève une question centrale : pour qu'une IA se souvienne de notre vie, elle doit d'abord la capturer, la stocker et la traiter. Le risque ne réside pas uniquement dans l'objet lui-même, mais dans toute la chaîne qui entoure les données : leur conservation, leur accès et leur exploitation.Vers une nouvelle relation entre l'humain et le numériqueCes futurs objets pourraient transformer notre rapport à la technologie en franchissant une nouvelle étape d'intimité. La question n'est donc pas seulement technique, mais aussi sociale : jusqu'où sommes-nous prêts à accepter d'être documentés en permanence en échange d'un assistant capable d'améliorer notre quotidien ?Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

It's not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings season guides risk appetite and credit conditions that affect hiring, pricing, and financing decisions for founders. Analysts focus on reported results and forward guidance, with consensus from firms like FactSet and Bloomberg setting expectations. Large banks such as JPMorgan Chase, Bank of America, Wells Fargo, and Citigroup provide early signals on credit availability and consumer health. Consumer, transportation, and logistics companies including PepsiCo, Procter & Gamble, Delta Air Lines, United Airlines, UPS, FedEx, and Union Pacific indicate demand, costs, and supply chain direction. Technology leaders Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Nvidia shape views on AI spending, cloud trends, and capex. Federal Reserve policy under Chair Jerome Powell frames how guidance influences valuation multiples and corporate investment plans. Founders can use these signals to adjust budgets, headcount, cash forecasts, and financing strategies.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode, Scott Becker reviews the Magnificent 7’s year to date performance, highlighting gains for Alphabet, Apple, NVIDIA, and Amazon while examining declines in Microsoft, Tesla, and Meta Platforms.

In this episode, Scott Becker reviews the Magnificent 7’s year to date performance, highlighting gains for Alphabet, Apple, NVIDIA, and Amazon while examining declines in Microsoft, Tesla, and Meta Platforms.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Trump-Glocke, galaktische Zahlen von Samsung und einen Mega-Auftrag für TKMS. Außerdem geht es um Broadcom, Apple, Western Digital, Seagate Technology, Micron Technology, Tesla, SpaceX, Palantir, Invesco EQQQ Nasdaq 100 (WKN: 801498), Microsoft, SK Hynix, HSBC, Bank of America, Berkshire Hathaway, easyJet, Lufthansa, TKMS, Lockheed Martin, Shell, Rheinmetall, Nvidia, Siemens Energy, DroneShield, Novo Nordisk, Renk, Deutsche Bank, flatexDEGIRO, ING, XTB, SAP, Infineon, Amazon, Alphabet, National Grid, AstraZeneca, Haleon, Saint-Gobain, Richemont, DWS, Nestlé, Morgan Stanley, Spotify, Universal Music Group, Meta Platforms. 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 *Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt.* Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über über Metas neue Methode, einen erstaunlichen Internet-Riesen und eine Statistik, die alle MSCI-World-Anleger unbedingt kennen sollten. Meta Platforms, CoreWeave, Nebius Group, Micron Technology, Apple, Bending Spoons, Lime, Rheinmetall, Leonardo, Hensoldt, AeroVironment, Kratos Defense & Security Solutions, Microsoft, Palantir Technologies, Atlassian, ServiceNow, Workday, Caterpillar, FactSet Research Systems, Sodexo, Tesla, Kion Group, CrowdStrike, Lang & Schwarz, Baader Bank, iShares Core MSCI World ETF (WKN: A0RPWH), Vanguard FTSE All-World ETF (WKN: A2PKXG). 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

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. 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

OA1274 - Can you sue if someone posts something nasty about you online? I mean maybe, but not like this. In today's episode, Lydia introduces us to the wild world of “Are We Dating the Same Guy?” and Jenessa walks us through a lawsuit that trips over its own feet while trying to take them down. It's a great opportunity to learn about some interesting Illinois laws against doxxing and your right to your likeness, and why the plaintiff failed miserably at mobilizing those laws in his favor. …Also, it wouldn't be a modern drama-filled lawsuit without attorneys using AI and failing to fact check. Tune in to hear a judge rage against the lying machine, and the lawyers that used it. D'Ambrosio v Meta Platforms, Inc., No. 25-2231 (7th Cir. 2026) Oral arguments Docket Permalink to Marc Trent's website Sanction laws: Fed. R. Civ. P. 11. Fed. R. Civ. P. 38. 28 U.S.C. § 1927 28 U.S.C. § 1912 Check out the OA Linktree for all the places to go and things to do!

First up, I sit down with professor Abboud Hamayel to discuss the misuse of history, in particular archaeology as a tool of ethnic cleansing and genocide. Abboud also deconstructs the performative solidarity of pity, the entangled histories that make Palestine a lens through which to frame our own struggles, the jealousy of the settler, and stepping outside of colonial time. Next up, Metas censorship of LGBTQ voices brings together digital activists, legal experts and LGBTQ communities to combat invisibilization. We discuss the problematic dependency on social media platforms, how this can spur the creation of alternative comms and organizing methods, digital legal frameworks in the EU vs the US, and more. Abboud Hamayel is a Palestinian intellectual, lecturer, and political analyst. He is currently an assistant professor in the Department of Philosophy and Cultural Studies at Birzeit University, near Ramallah. Caspar Pistersis the head of communication for Amsterdams wonderful & notorious Club Church. With a background in journalism, currently Caspar does communications for the Dutch HIV organization. Martha Dimitratou is the founder and Executive Director of Repro Uncensored, a global nonprofit documenting and challenging systemic online censorship, AI-driven harms, and the influence of Big Tech on access to information, freedom of expression, and democratic participation. Repro Uncensoreds research and investigations have been featured by hundreds of media outlets worldwide. Through Repro Uncensored, she also develops cultural initiatives and movement-building projects that bring together art, technology, digital rights, and social justice. Lotje Beekis a policy advisor at the Dutch digital rights organization Bits of Freedom, focusing on Big Tech and online platforms. She mainly works on digital rights within European platform regulation. In that context, she advocates for the effective enforcement of the Digital Services Act. Successfully so: Bits of Freedom recently won a court case against Meta Platforms based on that law.   The News That Didn't Make the News. Each week, co-hosts Mickey Huff and Eleanor Goldfield conduct in depth interviews with their guests and offer hard hitting commentary on the key political, social, and economic issues of the day with an emphasis on critical media literacy. The post Project Censored – History Outside Colonial Time / Fighting LGBTQ Invisibilization appeared first on KPFA.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über eine milliardenschwere Übernahme von Merck, einen verhängnisvollen Preissprung bei Apple-Geräten und die 2000-Prozent-Rallye von SanDisk. Außerdem geht es um Amazon, Alphabet, Meta Platforms, Micron Technology, Samsung Electronics, SK Hynix, Qualcomm, Corning, Lockheed Martin, Allianz, Fresenius Medical Care, DHL Group, Merck KGaA, Bio-Techne, Bayer, Rheinmetall und Alibaba. Abonniert unter diesem Link den neuen „Cashburners: Die Lilium-Story“-Podcast von Gründerszene.https://open.spotify.com/show/0I11ZJnhbqX6o9TQb3c1X6 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

In this episode, Scott Becker breaks down Intel’s remarkable surge, Meta’s ongoing struggles, and Lucid Motors’ steep decline in a look at three very different stock stories.

Fritz Folts, chief investment strategist at 3EDGE Asset Management, says he has pulled back slightly on equity exposure but gone deeper into a diversified approach because the market has been crazy, driven by investors' fear of missing out, sky-high expectations and more, to the point where the key is to participate and not be wrong because you are taking chances on what amounts to a wild guess. If Folts had to guess, he'd expect the stock market to have a bumpy ride in the second half of the year, finishing roughly flat from current levels. Michael Monaghan, founder and portfolio manager of the Founder ETFs makes his debut in the Market Call, talking about his firm's methodology, which focuses on companies where the original founder remains in the driver seat. Research shows that founder-led companies tend to outperform for several reasons, notably that the entrepreneurs behind them have a long-term vision and are not swayed by short-term market noise or pressured to produce a quarterly profit. Monaghan, who runs the Founders 100 ETF, discusses how founder-CEOs influence giants like Nvidia and Meta Platforms and how a portfolio of these stocks can expect more stable long-term performance.  In the ETF of the Week segment, Todd Rosenbluth, head of research at VettaFi, focuses on a value fund from T. Rowe Price that just hit its third anniversary, gaining roughly 30 percent over the last 12 months

In this episode, Scott Becker breaks down Intel’s remarkable surge, Meta’s ongoing struggles, and Lucid Motors’ steep decline in a look at three very different stock stories.

Chipmaker Micron verraste alles en iedereen. Niet alleen met de omzet en winst in het vorige kwartaal, maar ook met de vooruitzichten van dit kwartaal. Micron durft zelfs na 2027 te kijken! Waardoor beleggers zich weer manisch op (tech)aandelen storten. Gisteren werden de Nederlandse chipbedrijven nog gedumpt, nu worden ze weer ingeslagen. Elke vorm van logica lijkt zoek.Deze aflevering gaan we op onderzoek uit. Hoe staan die chipbedrijven er nu echt voor? En kan één bedrijf echt elke twijfel wegnemen? Hebben we het ook over OCI. De soap rondom het kunstmestbedrijf is weer helemaal terug. Grootaandeelhouder Sawiris maakt opnieuw alle belanghebbenden boos met een nieuw en nogal laag bod op het bedrijf. Ook terug van weggeweest: de slaapapneuaffaire. De VEB en Philips stonden vandaag tegenover elkaar bij de Ondernemingskamer. Voormalig topman Frans van Houten nam zelfs nog even het woord. En net als bij soaps was er hier een behoorlijke cliffhanger: de uitspraak volgt pas eind september. Hoor je ook nog waarom AI slecht is voor boekenliefhebbers, maakt onze gast zich druk over Box 3 én hoor je waarom Apple alle prijzen verhoogt behalve die van de iPhone. Te gast: Arend Jan Kamp van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. See omnystudio.com/listener for privacy information.

 This interview is disseminated on behalf of Virtuix.The landscape of possibilities starts with the Omni, Virtuix's premier brand of omni-directional treadmills that lets users move inside virtual and AI-generated environments.Virtuix (NASDAQ: VTIX) CEO Jan Goetgeluk discusses the company's recent entry into Meta Platforms, Inc.'s Made for Meta program, along with milestones it has achieved as a developer of full-body virtual reality systems, paving the way for what lies ahead. He also highlights how Virtuix plans to expand its reach beyond gaming into defense and medical applications, pushing the boundaries of immersive technology across multiple industries.Learn more: http://virtuix.com  Watch the full YouTube interview here: https://youtu.be/juFew4yGHbMAnd follow us to stay updated: https://www.youtube.com/GlobalOneMedia 

Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn't sign up for. Plus, we discuss Fox buying Roku, SpaceX's $60 billion acquisition, and play the World Cup of Investing. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Robinhood and Rivian Layoffs - Are Layoffs Backfiring? - Fox Buys Roku, But Why? - SpaceX Buys Cursor - World Cup of Investing - Stocks On Our Radar Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX). Host: Travis Hoium Guests: Lou Whiteman, and Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über die Angst der Börsenbosse, Snaps möglichen 2200-Dollar-Brillenflop und die Eskalation der Übernahmeschlacht um Deutschlands zweitgrößte Bank. Außerdem geht es um SpaceX, Amazon, Microsoft, Mercedes-Benz Group, Porsche AG, Volkswagen, GEA Group, Deutsche Bank, SFC Energy, Moderna, Yum Brands, Cboe Global Markets, Miami International Holdings, CME Group, Nasdaq, Hyperliquid Strategies, Meta Platforms, Alphabet, Warby Parker, Apple, UniCredit, Goldman Sachs, Infineon, ASML, Siemens, Rolls-Royce, Enel, Schneider Electric, ABB, Iberdrola, Siemens Energy, ASM International, Prysmian, BE Semiconductor Industries, VAT Group, Aixtron, Soitec, SÜSS MicroTec, Siltronic, Legrand, Nexans, NKT, Engie, National Grid, RWE, E.on, SSE, Terna, Elia. 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

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über das große IPO-Wettrennen, einen Milliarden-Deal im Biotech-Sektor und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Marvell Technology, Flex, Pool, The Campbell's Company, Lyft, Uber, Datadog, Dynatrace, JD.com, Alibaba, Apple, Alphabet, Incyte, Boeing, JPMorgan Chase, Tesla, ING, Commerzbank, Deutsche Bank, Oracle, Adobe, Micron Technology, Broadcom, Meta Platforms, Kioxia Holdings, OHB, PayPal, Visa, Mastercard, CTS Eventim, Hornbach Holding, Ceconomy, Zalando, H&M, Amazon, Berkshire Hathaway, CoreWeave. 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 Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

US equity futures are weaker, Asian markets are broadly lower while European equities are modestly higher. Markets are trading more defensively amid persistent geopolitical uncertainty and recent volatility in rates and energy prices. US-Iran tensions remain a key overhang despite ongoing diplomatic efforts, with skepticism around the timeline for a formal agreement and reopening of the Strait of Hormuz. While a ceasefire between Israel and Lebanon has helped ease some pressure on oil prices, elevated yields following recent crude strength and continued weakness in technology stocks have weighed on broader sentiment. Additional headwinds include renewed tariff discussions, increased equity supply, and pockets of stress in private credit, while macro data continues to point to a resilient but cautious economic backdrop.Companies Mentioned: Alphabet, Meta Platforms, Adobe

In this week's Legal Speak episode, litigator W. Mark Lanier of The Lanier Law Firm discusses his landmark $6 million social media addiction verdict against Meta Platforms and Google as Zach Kinzler of BoodleBox explains how the collaborative AI platform aided in trial preparation.   Hosts: Cedra Mayfield & Patrick Smith Reporter: Ross Todd Producer: Charles Garnar

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Rüstungs-Rallye, die Anthropic-Ansage und eine perfekte Transformations-Wette. Außerdem geht es um Alphabet, Amazon, Super Micro Computer, MongoDB, Okta, NetApp, Autodesk, Elastic, SentinelOne, Rheinmetall, Hensoldt, Renk, TKMS, Leonardo, Thales, Eli Lilly, CVS Health, Dollar Tree, Best Buy, Nvidia, Nebius, Meta Platforms, CoreWeave, Bloom Energy, SanDisk, Broadcom, AMD, Oracle, Micron, VanEck Semiconductor UCITS ETF (WKN: A2QC5J), Schaeffler, Spire, Hexagon, Vanguard FTSE All-World ETF (WKN: A2PKXG). 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

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：China Bans Meta 's Acquisition of Manus on National Security GroundsDecision reflects Beijing's broader attempts to protect China's AI know -how正文：China has banned Meta Platforms' acquisition of artificial-intelligence startup Manus on national security grounds and ordered that the $2.5 billion deal be unwound. China's National Development and Reform Commission, which has the authority to review foreign investments, said Monday that it has banned the acquisition and ordered it to be rescinded. “The transaction complied fully with applicable law,” a Meta representative said in an email statement. “We anticipate an appropriate resolution to the inquiry.”知识点：unwind v. /ˌʌnˈwaɪnd/to cancel or reverse a financial agreement, deal or arrangement. 撤销（交易）；解除（协议）e.g. Both sides agreed to unwind the partnership contract peacefully. 双方同意和平解除合作合约。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Torn Meniscus - that is what they say... now what? - The beginning of UBI as a response from the AI boom? - Black in packaging - byproduct of war - Insights into consumer confidence reports Markets - Up up and away! - New inflation data is in... - The Circular Economy - Great chart.... - Some inflation facts - From the TACO trade to the NACHO trade The new CTP for Salesforce is open for entries! From TACO to NACHO - Not A Chance Hormuz Opens - - New phrase being used in the oil pits and trading floors Life Support - President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage" Going to CHYNA - President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock's CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official. - Also expected to join Trump's delegation for meetings with Chinese President Xi Jinping are Blackstone's Stephen Schwarzman, Cargill's Brian Sikes, Citigroup's Jane Fraser, Coherent's Jim Anderson, GE Aerospace's H. Lawrence Culp Jr., Goldman Sachs's David Solomon, Illumina's Jacob Thaysen, Mastercard's Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology's Sanjay Mehrotra, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced. - Jensen Huang supposedly not invited Inflation Report Today - Total CPI increased 0.6% month-over-month in April, as expected, following a 0.9% increase in March. That left total CPI up 3.8% year-over-year versus 3.3% in March. - Core CPI, which excludes food and energy, jumped 0.4% month-over-month (Briefing.com consensus: 0.4%) following a 0.2% increase in March. That left core - CPI up 2.8% year-over-year versus 2.6% in March. ----Key Factors - The food index was up 0.5% month-over-month and up 3.2% year-over-year. - The energy index was up 3.8% month-over-month and up 17.9% year-over-year. - The shelter index was up 0.6% month-over-month and up 3.3% year-over-year. - The used cars and trucks index was flat month-over-month and down 2.7% year-over-year. - The apparel index was up 0.6% month-over-month and up 4.2% year-over-year. - The services index was up 0.6% month-over-month and up 3.4% year-over-year (services less rent of shelter was up 3.5% year-over-year). - The all items index less food, shelter, and energy was up 0.2% month-over-month and up 2.3% year-over-year. Consumer Confidence - Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to a University of Michigan survey Friday. “Taken together, consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump,” the survey's director, Joanne Hsu, said. - The latest University of Michigan Consumer Sentiment preliminary reading for May came in at 48.2, below the 50.5 consensus estimate and below the prior 49.8 final reading for April. ---Note: Conference board's consumer confidence reading was actually better than last month so there is a discrepancy in reports. - Conference Board measure as highly important because it is widely followed and often tied closely to labor-market perceptions, while the Michigan survey is also closely watched for inflation-sensitive consumer attitudes. Thwarted! - Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. - GTIG said it has “high confidence” that it recorded hackers using an AI model to find and exploit a zero-day vulnerability, or a software flaw unknown to developers, creating a way to bypass two-factor authentication. -The group said in a report that it had uncovered and likely thwarted an AI-developed attack. - Anthropic delayed its Mythos model rollout due to cybersecurity concerns, but current models are being used by hackers. - How are we going to stop the hackers from using powerful AI models to hack? Circular Economy - Great Graphic Circular Always Money to be made... - US derivatives exchange CME Group Inc. and index provider Silicon Data are teaming up to create a futures market for computing power. - The futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings, according to a statement. - CME CEO Terry Duffy said compute is "the new oil of the 21st century" and creating a futures market can help make the costs more transparent. ----- One more way to pump this as now there is ways to further inflate costs through a leveraged futures market Private Credit Transparency? - Faster mark-to-market plans - Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don't typically change hands. - Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. " - Others in the industry are not so happy about this. - Most say that this is little more that lipstick on a pig No Problem - Congress is looking to suspend the federal gas tax for a few months - Trump backing - $0.18 per gallon tax in a effort to reduce gas prices that are now approx $4.40 average per gallon higher than before the war - War not changed, Iran still stringing us along. - Under/Over how long it will take until next Ceasefire bombings start? - Will a sprinkle of warfare prior to China visit be in the cards as a show of strength? AI Jobs - Kevin Hassett says that AI isn't costing anybody their jobs rights now - EVEN THOUGH TECH CONTINUES LAYOFFS - Why bother even listening to these guys? - Major deep discussion on this on TDI Podcast this week -- WORTH THE LISTEN Asian Markets - Continuing to brush off any worries about oil prices, escalation or valuations that are in the stratosphere - Korea - as we discussed this would be the case is up a staggering 78% last year and already up 81% this year - Market cap has increased $2.7 trillion over the past year - The massive wealth increase has been heavily concentrated. Tech giants Samsung Electronics and SK Hynix accounted for the vast majority of the gains, with individual rallies of up to 382% over the year. Strange - The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth. - In March, retailers posted their largest number of monthly job openings since 2023. - Retailers are more confident after seeing consumers keep their wallets open in the face of an uncertain economy and higher gas prices. - Nearly 15.5 million employees now hold retail industry jobs, the most since July 2024. - What is strange is the UMich confidence hit another all-time low last Friday for the latest prelim reading for the month ANALlysts - The earnings upgrades for tech are not just incremental - Examples: -  Seagate Tech target raised to $1000 from $750 at Evercore ISI, cites HAMR-driven multi-year HDD growth, pricing power, and strong AI/data center demand backdrop - AMD - Goldman Sachs upgraded to Buy and raised its price target dramatically (e.g., to $450 from $240). Other firms like Bernstein (to $525), Barclays, KeyBanc, TD Cowen, and Baird also hiked targets significantly (many by $200+) - Several other names upgrades with big ranges of price increases UBI Starting...? - South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI infrastructure boom to help ease inequalities that could deepen in an AI-driven era, a top presidential policy aide said. - President Kim proposed the principle, tentatively named a “national dividend,” underlining that gains from AI infrastructure should be understood as the product of South Korea's collectively built industrial foundation. - In his Facebook post on Monday, Kim explained that "the central question of the AI era is not simply about growth rates, but about how to socially stabilize excess profits." Black ink - Calbee to switch its brightly colored packaging to black and white because war has disrupted supply of certain raw materials used in ink - Calbee, whose potato chip brands in particular are known for brightly colored bag designs, said 14 of its products would switch to monochrome branding by the end of May. - Printing ink requires naphtha, an oil derivative for which Japan relies on imports from the Middle East for about 40% of its consumption. Black Ink Printing HantaVirus - Tristan da Cunha, home to only around 200 people, is halfway between South Africa and South America. It is the world's remotest inhabited island, more than 2,400 km and a six-day boat ride from St Helena, its nearest inhabited neighbor. - It usually relies on a medical team of two people for its health needs, and is normally only accessible by boat as it has no airstrip. - A British man was dropped from the death ship was there and has the symptoms - so "out of an abundance of caution...." - "The arrival of paratroopers, medical personnel and medical supplies from the sky has hopefully reassured the people of Tristan da Cunha," said Brigadier Ed Cartwright, Officer Commanding 16 Air Assault Brigade. - Does this give comfort that paratroopers dropping in with hazmat suits?     Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

In this episode, Scott Becker highlights how PayPal, Coinbase, and Meta Platforms are implementing significant layoffs.

In this episode, Scott Becker covers the market's strongest April since 2020, Apple's standout $111 billion quarter driven by iPhone growth, Alphabet's rapid AI-fueled surge, and Meta's stock drop amid heavy capital spending plans.

In this episode, Scott Becker highlights sharp declines in Waystar, Wayfair, and Meta Platforms alongside Amazon's strong recent rebound, underscoring the volatility and unpredictability of current market movements.

This week, while Maria is on vacation, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dave Bittner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Joe Carrigan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Michele Kellerman as they discuss the latest in social engineering scams, phishing schemes, and criminal exploits that are making headlines. Dave brings us a lively follow-up from his recent theater outing the conversation circles back to chicken talk. Michele also highlights the work of Blood Cancer United sharing insight into their mission and impact. Dave's story is on the SLAM method, a simple phishing-defense framework that teaches users to evaluate suspicious emails by checking the sender, links, attachments, and message for common signs of deception and social engineering. Michele's got the story on a potential turning point in online scams, where rising pressure—from revelations that Meta Platforms has profited from fraudulent ads, to banks and regulators like Jerome Powell and Scott Bessent warning about systemic risks—suggests liability may soon expand beyond banks to include social media, telecoms, and other upstream players. Joe's story is on two cousins, Shray Goel and Shaunik Raheja, who pleaded guilty in a nationwide $8.5 million scheme using fake listings, double bookings, and last-minute cancellations across platforms like Airbnb and Vrbo to maximize profits while deceiving thousands of travelers. On our catch of the day, A Reddit user shares a message they got from a scammer posing as their child. Resources and links to stories: SLAM Method for a Comprehensive Phishing Prevention Guide Meta tolerates rampant ad fraud from China to safeguard billions in revenue Banks cannot save the UK financial system from fraud alone Bessent, Powell warned bank CEOs about Anthropic model risks, sources say ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a Catch of the Day you'd like to share? Email it to us at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠hackinghumans@n2k.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market's rapid rebound as well as dissects the important financial reports we've received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss: - Netflix's Q1 2026 financial results - Broad takeaways from some big banks - Meta Platforms catching up to Alphabet - Alphabet catching up to OpenAI - Blah blah blah day – news from noise - The market's new high – lessons we've learned - Stocks on our radar Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS), Host: Jon Quast Guests: Lou Whiteman, Asit Sharma Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: the Philippines orders Meta to curb “panic-inducing” fake news. And Palo Alto Networks' founder agrees to buy Liberty Bank to boost AI tools for financial services. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices