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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
Der Aktien-Schnelltest mit Oliver Kantimm ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Sendung im Rahmen von BerneckerTV, Aufzeichnung des Hauptvideos am 02.07.2026). Schlaglichter:Bayer - Zum Befreiungsschlag angesetzt?Meta Platforms - Neue Musik dank neuem Geschäftsfeld?Tesla - Vor Ehe mit Space X?CTS Eventim - Rückenwind von Analystenseite - Strategie?Für die Berichtssaison noch näher an die Börse heranrücken - mit Bernecker daily. Jetzt testen via Probe-Abo mit Preisvorteil. Mehr dazu:https://bernecker.info/lp-bernecker-daily=======Lust auf weiteren Profi-Input der Bernecker-Redaktion? Nutzen Sie Bernecker.TV als besonders günstigen Einstieg in die Produktwelt der Bernecker Börsenbriefe. Weitere Infos:https://bernecker.info/bernecker-tv=======Kostenloser Experten-Newsletter der Bernecker-Redaktion. Jetzt anmelden unter:https://www.bernecker.info/newsletter=======Disclaimer:Dieser Beitrag soll Informationszwecken dienen und stellt keine Anlageberatung dar. Bitte beachten Sie, dass Investitionen in Aktien mit Risiken verbunden sind und Sie sich vor einer Anlageentscheidung unbedingt umfassend informieren sollten.
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
Your morning briefing. All the news you need to start your day.On today's podcast:(1) A global selloff in chip stocks is rippling through Asian markets, reviving concerns that the AI rally has gone too far, too fast. South Korean stocks slumped as Meta Platforms’s plan to sell computing power raised questions over excess in AI capacity, driving a selloff in chipmakers.(2) Apple is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.(3) The US floated the idea of granting political and economic benefits to NATO allies that spend more on defense, raising the prospect of a two-tier alliance just before leaders gather for an annual summit.(4) Chancellor Friedrich Merz’s coalition reached an agreement on a set of reforms for Germany’s pension system, labor market and income tax, according to officials familiar with the deliberations.(5) Bank of England Governor Andrew Bailey cautioned that it is too early to consider interest-rate cuts, warning households are yet to feel the full effect of the Iran war.(6) Harry Kane revelled in having his “hero moment” as he saved England from a humiliating World Cup exit to the Democratic Republic of Congo.(7) Near a windswept beach off the southern coast of Australia lies a weirdly accurate indicator of global conflict.Podcast Conversation: Halifax to Rebrand to Lloyds, UK Bank ConfirmsSee omnystudio.com/listener for privacy information.
Der DAX schafft im Schlussspurt den Sprung über 25.000 Punkte. Doch schwache US-Arbeitsmarktdaten bremsen die Euphorie sofort wieder. Meta startet die nächste Stufe seiner KI-Offensive, Varta erhält ein Bußgeld der Bafin. Außerdem analysieren die Vermögensverwalter Gottfried Urban und Matthias Bohn, warum an den Börsen derzeit Angst statt Gier dominiert und wie Anleger jetzt ihre Strategie anpassen sollten.
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.
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 highlights how PayPal, Coinbase, and Meta Platforms are implementing significant layoffs.
US equity futures are pointing to a higher open today. European equity markets have opened higher, and Asian equity markets ended higher across the region. Focus is on Trump's pause of Project Freedom amid progress towards a comprehensive agreement with Iran. This is weighing on crude after futures spiked on Monday. The offensive phase of the war is believed to be over with focus now on reopening the Strait. But the status quo remains intact for now.Companies mentioned: Lumen Technologies, Alphabet, Meta Platforms, Alibaba Group
Banks are starting to pull back from one of the biggest bets in tech — the massive borrowing behind AI data centres. According to reporting from the Financial Times, lenders are now trying to offload billions in exposure as companies like Oracle and CoreWeave scale up infrastructure for artificial intelligence. The issue is simple but critical: this isn't a stock story — it's a debt story. And debt requires real cash flow, not just future potential. At the same time, Meta Platforms is testing AI tools that analyze facial structure to detect underage users after reports that many kids are bypassing age verification systems. It highlights how enforcement is becoming an arms race between platforms and users. Meanwhile, Microsoft is trying to revive its Edge browser by simplifying the experience and removing features like the sidebar. But questions remain about whether the real issue is clutter — or trust. A recent report points to potential risks in how Microsoft Edge handles stored passwords, reinforcing concerns among enterprise users. And finally, in a case of "well, this is embarrassing," a South African AI policy had to be withdrawn after it was found to include AI-generated fake citations — a reminder that even governments are still learning how to use these tools responsibly. Chapters 00:00 Banks try to offload AI data centre risk 02:05 Meta uses AI to detect underage users 04:00 Microsoft tries to revive Edge 06:00 AI policy pulled after fake citations Keywords (for search context) AI data centres, AI infrastructure cost, AI debt risk, Meta AI age detection, Microsoft Edge security, Edge browser update, AI regulation, AI policy failure, cybersecurity risk, enterprise security
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 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.
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.
On the heels of Meta Platforms' (META) post-earnings dip, David Trainer says the company could struggle to maintain its footing in the AI race. He explains why META along with Oracle (ORCL) and Amazon (AMZN) are names to watch as investors look for more financial transparency on current AI infrastructure buildout. David compares these names to Apple (AAPL) and its more "patient" strategy in AI. Beyond the AI trade, David likes MPLX (MPLX), CVR Partners (UAN) and Autoliv (ALV).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Brent oil rallied to a four-year high after Axios reported that US President Trump will receive a briefing on new military options for action in Iran. The US and Iran have maintained their blockade of the Strait of Hormuz, with the conflict in the Middle East called the biggest supply shock in history by the International Energy Agency.2) Alphabet's Google is seeing a clear payoff from its AI spending, with solid growth at its cloud computing unit and a "meaningful acceleration in growth" driven by demand for its AI software and infrastructure. Meta Platforms is lagging behind, with its shares tumbling more than 6% after the company boosted full-year capital expenditures, and its consumer AI app being slower to take off. The four companies, including Amazon and Microsoft, are expected to spend as much as $725 billion in 2026, with a key question being whether that massive spending is providing tangible results.3) Shares of Bill Ackman's Pershing Square USA Ltd. plunged 18% in its debut after the combined initial public offering raised $5 billion. The $5 billion haul was the bare minimum to keep early investors locked into the deal, and fell short of the $25 billion that Pershing Square sought to bring in. Pershing Square USA deserves to trade at a premium to its net assets over time if the newly listed closed-end fund delivers the same outperformance as the hedge fund firm has in the past, Ackman said.See omnystudio.com/listener for privacy information.
Four of the biggest companies in the US: Alphabet, Amazon, Meta and Microsoft all reported earnings after the bell. - Meta Platforms shares slid after the company raised its spending outlook for the year, reigniting fears that the historic levels of investment it’s making to build artificial intelligence models won’t pay off.- Microsoft's cloud business reported growth that narrowly beat analysts’ estimates, disappointing investors concerned that the company isn’t fully capitalizing on demand for AI services. - Amazon spent more than anticipated to expand data center capacity in the quarter, fueling the fastest sales growth for its cloud unit in more than three years.- Alphabet (GOOGL) reported quarterly revenue and profit that beat projections, fueled by strong growth in its cloud computing unit, signaling that the internet giant’s unprecedented investments in AI infrastructure are beginning to pay off. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Ed Ludlow, cohost of Bloomberg Tech Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & Practice Leader Anurag Rana, Bloomberg Intelligence Senior Technology Analyst Matt Day, Bloomberg News Technology Reporter See omnystudio.com/listener for privacy information.
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.
This Day in Legal History: Sirhan Sirhan SentencedOn April 23, 1969, Sirhan Sirhan was formally sentenced to death for the assassination of Robert F. Kennedy, a crime that had shaken the United States the previous year. The sentencing came after a highly publicized trial in Los Angeles, where prosecutors argued that the killing was deliberate and politically motivated. Evidence presented at trial included eyewitness accounts placing Sirhan at the scene and actively firing the fatal shots. His own recorded statements, which expressed hostility toward Kennedy, played a key role in establishing intent. The defense raised questions about Sirhan's mental state, but these arguments did not overcome the prosecution's narrative of premeditation.The jury ultimately found him guilty of first-degree murder, leading to the imposition of the death penalty under California law at the time. The sentence reflected both the gravity of the crime and the broader national trauma surrounding political assassinations in the 1960s. However, the legal status of capital punishment in California soon shifted dramatically. In 1972, the California Supreme Court decided People v. Anderson, which held that the death penalty as then applied violated the state constitution. As a result, Sirhan's sentence was commuted to life imprisonment, aligning his case with others affected by the ruling.The Sirhan case remains significant in legal history for its intersection with issues of political violence and criminal accountability. It also illustrates how broader constitutional developments can reshape individual sentences long after a trial concludes. Debates about his culpability and mental state have persisted, raising ongoing questions about the standards for criminal responsibility. At the same time, the case is frequently cited in discussions about the fairness and consistency of the death penalty. It stands as a reminder of how legal systems respond to acts that carry both criminal and profound national consequences.Anthropic has asked a federal court in California to rule in its favor in a copyright lawsuit brought by major music publishers, including Universal Music Group, over the use of song lyrics to train its AI chatbot, Claude. The company argues that its use of copyrighted lyrics qualifies as “fair use” because it is transformative, meaning the material was used to help the AI understand language rather than to reproduce songs. Anthropic claims this kind of use supports innovation across fields like science, business, and education.The publishers, including Concord and ABKCO, disagree and argue that the AI system can generate outputs that resemble or compete with their lyrics, potentially harming the market for original works. They originally filed the lawsuit in 2023, alleging that Anthropic copied lyrics from hundreds of songs by well-known artists without permission. This dispute is part of a broader wave of legal challenges against AI companies, including OpenAI, Microsoft, and Meta Platforms, over how training data is used.Anthropic is seeking summary judgment, which would allow it to win the case without a full trial if the judge agrees that its actions were legally protected fair use. The outcome could be highly influential, as courts are currently split on whether AI training on copyrighted material is permissible. The company also emphasizes that copyright law is intended to benefit the public by encouraging innovation, not just to compensate creators.At the center of the case is a key legal question: whether copying large amounts of copyrighted material to train AI systems can be considered transformative use under copyright law. This issue is likely to shape future rulings as similar cases continue to move through the courts.Anthropic seeks pivotal court win in music publisher lawsuit over AI training | ReutersThe U.S. Department of Labor has introduced a proposed rule to clarify when multiple employers can be held jointly responsible for wage and hour violations. The rule, titled Joint Employer Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act, is designed to create a clearer and more consistent standard across federal law. Officials say the goal is to resolve conflicting interpretations among federal courts and make compliance easier for businesses.According to acting Labor Secretary Keith Sonderling, the proposal aims to both simplify regulations for employers and strengthen protections for workers. The rule would mark the agency's first formal guidance on joint employment since the prior regulation from an earlier administration was rescinded without replacement. Unlike that earlier version, the new proposal would apply to multiple statutes, including the Fair Labor Standards Act and the Family and Medical Leave Act.The Department believes a uniform standard will reduce confusion, encourage better business practices, and ensure workers can recover wages or benefits even if one employer fails to pay. Wage and Hour Division Administrator Andrew Rogers emphasized that clearer rules can improve enforcement and reduce litigation.The proposal is currently open for public comment through June 22 and follows earlier signals that the agency planned to revisit joint employer standards.BREAKING: DOL Unveils Joint Employer Rule Proposal - Law360The U.S. Supreme Court signaled that it may side with the Federal Communications Commission in a dispute over how the agency issues fines to wireless carriers. The case involves major companies like Verizon Communications and AT&T, which argued that the FCC's internal enforcement process violates their constitutional right to a jury trial. The fines stem from findings that the companies failed to properly protect customer location data, resulting in penalties totaling over $100 million.During oral arguments, several justices expressed doubt about the companies' claims, suggesting that the FCC's forfeiture orders are not final or binding unless enforced in court. This distinction appeared central, as it implies companies still have the option to challenge the penalties before a judge and jury. Justices, including Amy Coney Barrett and Ketanji Brown Jackson, compared the process to a legal choice—either accept the penalty or contest it through litigation.Some members of the Court, however, raised concerns about whether companies may feel pressured to comply due to uncertainty or reputational harm. John Roberts suggested the issue might be more about public perception than a direct legal burden, while Brett Kavanaugh questioned whether the FCC had been fully clear about the non-binding nature of its orders.The dispute comes amid broader scrutiny of federal agency power, especially following a 2024 decision limiting enforcement proceedings at the Securities and Exchange Commission. Despite that precedent, the justices did not appear ready to apply the same reasoning to the FCC's system. Lower courts had previously split on the issue, prompting Supreme Court review.A final decision is expected by late June and could clarify how far federal agencies can go in using internal processes to impose financial penalties.US Supreme Court leans toward FCC in clash with wireless carriers over fines | Reuters This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe
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
Even households earning six figures find themselves 'on thin ice' in today's K-shaped economy, where economic gains are unevenly distributed. Rising costs and financial pressures are exposing vulnerabilities across income levels that seemed secure just years ago.Today's Stocks & Topics: Canadian Imperial Bank of Commerce (CM), Market Wrap, ProShares UltraPro QQQ (TQQQ), How Does the K-Shaped Economy Explain Six-Figure Earner Struggles?, Mastercard Incorporated (MA), Meta Platforms, Inc. (META), Defense Contracts, Take-Two Interactive Software, Inc. (TTWO), Data Centers.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn't confirm anything, but it also didn't deny the thrust of the rumor, either. The purpose of these theoretical job cuts does not appear to be replacing employees with AI bots, instead it sure looks like the company is trying desperately to conserve a lot cash which raises a bunch of questions about debt and debt markets.Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------Meta planning sweeping layoffs as AI costs mount: Reutershttps://www.cnbc.com/2026/03/14/meta-planning-sweeping-layoffs-as-ai-costs-mount-reuters.htmlBIS Financing the AI infrastructure boom: on- and off-balance sheet borrowinghttps://www.bis.org/publ/qtrpdf/r_qt2603u.htmHow AI Companies Are Keeping Debt Off Their Balance Sheetshttps://www.bloomberg.com/news/articles/2025-10-31/meta-xai-starting-trend-for-billions-in-off-balance-sheet-debthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
The Motley Fool's Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what's happening with consumer spending by taking a look at Dollar Tree's results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term. Jon Quast, Matt Frankel, and Rachel Warren discuss: -The new deal between Nebius and Meta Platforms -How the neocloud business works -Dollar Tree's Q4 report and takeaways -Picking Hidden Gems stocks: Leadership Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP) Host: Jon Quast Guests: Matt Frankel, Rachel Warren 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