POPULARITY
Im aktuellen Podcast mit Stefan Brink und Niko Härting geht es insbesondere um Extremistisches: Zunächst sprechen wir (01:32) über die Beleidigung des Bundeskanzlers als Lackaffe. Einen Besuch des Kanzlers in Heilbronn im Oktober 2025 kommentierten Hunderte Nutzer bei Facebook (FB-Account des Polizeipräsidiums Heilbronn!?), einer titulierte unseren Kanzler als Lackaffe. Auf Antrag der Staatsanwaltschaft erließ das AG Heilbronn einen Strafbefehl wegen Beleidigung gegen Personen des politischen Lebens (§ 188 StGB), da „in diesem Fall kein sachlicher Zusammenhang mit dem politischen Wirken bestand, sondern die Ehrverletzung im Vordergrund stand". Der Strafbefehl wurde nicht rechtskräftig, nach Einspruch wurde das Verfahren gegen Geldauflage von 100 € eingestellt. Die Bezeichnung des Bundeskanzlers als „Pinocchio“ blieb als „Machtkritik“ unbeanstandet. Sodann sprechen Niko und Stefan (09:20) über Alterskontrolle bei Meta. Meta Platforms führt seit Mai 2026 in Europa eine KI-gestützte Alterskontrolle auf Instagram, Facebook und Threads ein. Ziel sei es, zuverlässiger zu erkennen, ob Nutzer beim Alter falsche Angaben gemacht haben, insb. Kinder und Jugendliche. Die KI wertet u.a. Bilder (z.B. von Geburtstagsfeiern), Texte, Kommentare, Reels, Sprachgebrauch und Nutzungsverhalten aus. Erkennt das System, dass ein Nutzer unter 13 Jahre alt ist, wird das Konto gesperrt und dann gelöscht. Bei Jugendlichen zwischen 13 und 17 Jahren werden sog. „Teen Accounts“ automatisch aktiviert, die strengere Schutzmechanismen enthalten. Statistiken Metas zeigen allerdings, dass 97 Prozent der 13- bis 15-jährigen Nutzer ihre Standardeinschränkungen beibehalten haben. Gleichzeitig läuft ein Verfahren der EU-Kommission gegen Instagram und Facebook, die davon ausgeht, dass weiterhin viele Kinder unter 13 Jahren Zugang zu den Plattformen haben. Die Kommission beziffert den Anteil unter 13-Jähriger auf den Plattformen auf rund 12 Prozent und argumentiert, dass die bisherigen Schutzmaßnahmen nicht greifen. Meta selbst sieht allerdings die Verantwortung auch bei Betriebssystem- und App-Store-Anbietern wie Apple und Google Im Kampf gegen Social-Media-Sucht zahlten Techkonzerne inzwischen Millionen an US-Schulbezirke, welche die Unternehmen beschuldigen, süchtig machende Technologien entwickelt zu haben, die erhebliche Kosten für psychologische Beratung und andere Hilfsangebote verursachen, für die bislang die Schulen aufkommen müssen. Die EU-Kommission hat hierzu eine Empfehlung vom 29. April 2026 veröffentlicht, die den EU-weiten Zugang zu Altersverifikationstools auf Basis anonymer Altersnachweistechnologien und damit die höchstmöglichen Standards für Datenschutz und Datensicherheit gewährleisten soll. Extrem viel los bei diesem Thema. Schließlich geht es (24:01) um die stattgebende Entscheidung des Verwaltungsgerichts Berlin vom 27.4.2026. Es gibt dem Eilantrag der „Jüdischen Stimme für gerechten Frieden in Nahost e.V.” statt, der sich dagegen wehrt, im Verfassungsschutzbericht 2024 des BMI als extremistisch eingestuft zu werden. Anders als das VG Köln (vom 20.5.2026) setzt das VG Berlin der „staatlichen Öffentlichkeitsarbeit“ Grenzen: Meinungsäußerungen alleine könnten kein ausreichender Anknüpfungspunkt für eine verfassungsfeindliche „Bestrebung“ (§ 4 Abs. 1 BVerfSchG) sein. Über die bloße Meinungsäußerung hinaus sei ein aktives Vorgehen zur Realisierung eines bestimmten Ziels erforderlich. Extrem wichtig, den Eindruck zu vermeiden, der Staat schütze nicht die Verfassung, sondern sich selbst oder seine politische Ziele.
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。
Marc Zuckerberg ist vor wenigen Tagen mal wieder an harten chinesischen Hürden gescheitert. Ein wertvoller KI-Deal scheint geplatzt und muss eventuell rückabgewickelt werden. Was genau die Hintergründe sind und warum China für ihn trotzdem eine Erfolgsstory ist, kläre ich in dieser Episode. Erwähnte Begriffe und Namen: - Marc Zuckerberg - Manus - Butterfly Effect - Temu - Shein - Oculus Quest ► Hier kannst du dich kostenlos für meine neue Plattform C2I-Express (App + Report) anmelden: https://china2invest.webflow.io/express ► Hier kannst Du meinen YouTube-Kanal abonnieren: https://www.youtube.com/china2invest ► Folge mir gerne auch auf LinkedIn: https://www.linkedin.com/in/ericnebe/ Über eine positive Bewertung und ein Abo auf deiner Podcast-App würde ich mich sehr freuen und natürlich ebenso, wenn du meinen Podcast weiterempfiehlst. Die verwendete Musik wurde unter AudioJungle - Royalty Free Music & Audio lizensiert. Urheber: Alexiaction. Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Alle Beiträge auf diesem Kanal spiegeln lediglich meine eigene Meinung wider und stellen keinerlei Aufforderung zum Kauf oder Verkauf von Wertpapieren dar. Zum Zeitpunkt der Erstellung dieses Beitrags war der Autor, Eric Nebe, in folgenden der besprochenen Finanzinstrumente selbst investiert: Meta Platforms, Alphabet, Amazon, Tencent, Apple, Tesla. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.china2invest.de/transparenz-und-rechtshinweise
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.
What if the biggest threat to AI isn’t competition - but geopolitics? China blocks Meta Platforms’s AI ambitions, reshaping the rules of global tech investment overnight. Meanwhile, OpenAI and Microsoft loosen ties, signalling a new era of AI independence and rivalry. Markets edge higher even as oil surges past US$100, with Middle East tensions back in focus. Corporate movers from BP to ST Engineering highlight how geopolitics is driving winners and losers. All this and more as investors navigate a market where power, not just profits, is the real currency - hosted by Michelle Martin with Ryan Huang.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
On today's MadTech Daily we discuss Bedrock Platform piloting Index Exchange's new Index Cloud, the Consumer Federation of America suing Meta Platforms over alleged scam advertising practices, and Radiocentre urging MPs to reject advertising on BBC platforms.
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
This Day in Legal History: Colfax MassacreOn April 13, 1873, one of the most violent and legally significant event of the Reconstruction era unfolded in Louisiana with the Colfax Massacre. The conflict arose from a disputed gubernatorial election, as competing groups claimed control of local government in Grant Parish. Black citizens, many of them formerly enslaved, gathered at the courthouse in Colfax to defend the Republican-backed election outcome. White supremacist militias, determined to overturn Reconstruction governments, attacked the courthouse with overwhelming force. By the end of the confrontation, dozens of Black men had been killed, many after surrendering, making it one of the deadliest incidents of racial violence during Reconstruction.In the aftermath, federal prosecutors sought to hold members of the attacking group accountable under the Enforcement Acts, which were designed to protect the civil rights of newly freed citizens. These prosecutions led to the landmark Supreme Court case United States v. Cruikshank. The Court ultimately overturned the convictions, ruling that the federal government's authority to prosecute such crimes was limited. It held that the Fourteenth Amendment constrained only state actions, not the conduct of private individuals. This interpretation sharply narrowed the scope of federal power to intervene in cases of racial violence and civil rights violations.The decision effectively left Black citizens in the South vulnerable to attacks by private groups, as state authorities were often unwilling to prosecute perpetrators. It also signaled a broader retreat from Reconstruction policies, undermining efforts to enforce equality through federal law. For decades, this ruling stood as a major barrier to civil rights enforcement, shaping the legal landscape well into the twentieth century. The legacy of Colfax and Cruikshank illustrates how judicial interpretation can either strengthen or weaken constitutional protections, particularly during periods of social and political upheaval.U.S. Immigration and Customs Enforcement (ICE) has launched a new initiative aimed at investigating so-called “birth tourism” networks. These are groups that allegedly help pregnant foreign nationals enter the United States on temporary visas with the goal of giving birth so their children obtain U.S. citizenship. The effort is part of a broader immigration crackdown under President Donald Trump's administration, which has emphasized stricter controls on both legal and illegal immigration.An internal ICE directive instructs agents to identify fraud and organized operations that may be facilitating these activities. While giving birth in the U.S. is not illegal, authorities are focusing on potential misuse of visas and false statements in applications. A 2020 regulation already bars individuals from using tourist visas primarily for the purpose of securing citizenship for a child, meaning violations could lead to fraud charges.The administration has also used birth tourism as a justification for attempting to limit birthright citizenship, a right grounded in the Fourteenth Amendment. Trump issued an executive order seeking to deny citizenship to children born in the U.S. to non-citizen parents, but multiple courts have blocked the policy, and the issue is now before the Supreme Court. Government lawyers argue that birthright citizenship has encouraged an industry built around these practices, though data suggests such cases represent only a small fraction of total U.S. births.ICE's initiative will focus on uncovering fraud and dismantling organized networks, similar to past prosecutions involving “birth houses” that catered to foreign clients. However, the overall scale of birth tourism remains unclear, and officials have not indicated how many cases they expect to pursue.Exclusive: ICE launches new effort to uncover US ‘birth tourism schemes' | ReutersThe Massachusetts Supreme Judicial Court ruled that Meta Platforms must face a lawsuit brought by Massachusetts Attorney General Andrea Joy Campbell. The lawsuit claims that Instagram was intentionally designed to be addictive for children and teenagers. This decision is significant because it is the first time a state high court has addressed whether Section 230 of the Communications Decency Act can shield a company from claims focused on platform design rather than user-generated content.The court unanimously found that the case can proceed because it targets Meta's own conduct, not the content posted by users. Specifically, the lawsuit argues that Instagram's features—such as notifications, “likes,” and endless scrolling—exploit young users' psychological vulnerabilities. It also alleges that Meta misled the public about the platform's safety and ignored internal research showing harm to teenagers.Meta disagrees with the ruling and maintains that the distinction between content and design is flawed, expressing confidence it will ultimately prevail. Meanwhile, the decision is part of a broader wave of litigation across the United States, with multiple states and plaintiffs accusing social media companies of contributing to a youth mental health crisis. Some recent cases have already resulted in significant financial penalties and verdicts against Meta and similar companies.Meta must face youth addiction lawsuit by Massachusetts, court rules | ReutersYou're getting a double dose of Meta today, with a second development tied to the growing wave of social media addiction litigation.Meta Platforms announced it will remove advertisements on Facebook and Instagram that were being used by law firms to recruit plaintiffs for lawsuits alleging its platforms are addictive to young users. The company said it is actively defending itself in thousands of ongoing cases and does not want attorneys using its services to find clients while simultaneously arguing those platforms are harmful. This move comes shortly after major courtroom setbacks, including jury verdicts that ordered Meta to pay millions in damages tied to alleged harms from youth social media use.The broader litigation landscape is large and still expanding. Thousands of cases are pending in both state and federal courts, many involving claims that platforms like Instagram were designed to encourage compulsive use and contributed to mental health issues among minors. Plaintiffs include individuals as well as public entities like school districts and states, which argue they have had to spend resources addressing the effects of social media on young people. Meta and other tech companies deny these allegations and maintain they have taken steps to improve user safety.The ads at issue are part of a common practice in mass tort litigation, where law firms seek out large numbers of plaintiffs to build cases. These firms often work on contingency, meaning they only get paid if they win or settle, which creates an incentive to recruit clients through widespread advertising. Some attorneys criticized Meta's decision, arguing that blocking ads could make it harder for potential victims to learn about their legal options.Meta pulls ads aimed at recruiting plaintiffs for social media addiction lawsuits | 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
In this week's episode of WSJ's Take On the Week, host Miriam Gottfried and guest host Peter Rudegeair are joined by prominent short seller Carson Block, CEO of Muddy Waters Capital, who explains how AI is poised to fundamentally reshape society, the economy and global markets. With hyperscalers like Google, Microsoft and Meta Platforms continuing to dominate major indices and the Federal Reserve maintaining a wait-and-see position, are we finally entering a short sellers' market? Block breaks down what he sees as the inherent fragility of a market dominated by passive investing and argues that AI-driven job displacement could trigger a historic market correction. After the break, the conversation turns to the world of private credit, where Block sees practices that he finds troubling. He also weighs in on the SEC's proposal to eliminate quarterly reporting requirements and whether such a move would hinder or help the work of short sellers. Finally, we look at Block's rare long position in Snowline Gold, a junior gold mining company. Is this legendary market bear finally embracing his inner bull? This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading What to Do About the Stock Market's Concentration What You Should Do About the Stock Market's Giant Problem Auto-Parts Supplier First Brands Files for Bankruptcy Jim Chanos, Short Seller Who Took On Enron and Tesla, to Close Hedge Funds Wall Street's Pre-Eminent Short Seller Is Calling It Quits Black Swan Manager Sees Huge Rally, Then 1929-Style Crash Meme-Stock Investors, Opendoor CEO For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this powerful episode of On The Range Podcast, combat veterans and hosts Rick Hogg(War HOGG Tactical) and Mark Kelley (Kelley Defense) reveal the hard truth about time management: the real reason you're always “out of time” isn't a packed schedule — it's the failure to have a solid plan. Drawing on over 60 years of combined military, law enforcement, and tactical leadership experience, Rick and Mark deliver actionable strategies to help you reclaim your hours, boost productivity, and stay 1% better every day — whether you're in law enforcement, the military, or a responsibly armed civilian. They also break down the latest META lawsuit, analyzing its massive implications for big tech accountability, free speech, national security, and the future of digital platforms.If you're tired of feeling overwhelmed, want real-world time management solutions that actually work under pressure, and need unfiltered analysis on today's biggest tech headlines, this episode is a must-listen. Be 1% Better Every Day — tune in now and level up your mindset, planning, and awareness. Listen/Watch on your favorite platform: Hyperlinks: • On The Range Podcast Official Website: https://www.ontherangepodcast.com/ • New OTR CREW Membership Page (OTRCREW.com): https://www.otrcrew.com/ — Join the exclusive CREW for bonus episodes, live Q&As, ad-free content, member-only training, and the private community built for those who train hard and live the warrior ethos. • Rick Hogg – War HOGG Tactical: https://www.warhogg.com/ • Mark Kelley – Kelley Defense: https://www.kelleydefense.com/ SEO Keywords (for metadata/tags): On The Range Podcast, Rick Hogg, Mark Kelley, time management, lack of time, planning strategies, productivity for veterans, META lawsuit, Meta Platforms lawsuit update, big tech accountability, War HOGG Tactical, Kelley Defense, tactical podcast, law enforcement podcast, military mindset, 1% better every day. Subscribe, leave a 5-star review, and join the CREW at OTRCREW.com to never miss an episode or exclusive training drop. Train hard, plan smarter, and stay ahead.
First, we talk to The Indian Express' Ravik Bhattacharya about the upcoming West Bengal elections. He talks about the campaigns being carried out by the TMC and the opposition, the hurdles that the parties can face, the situation following the Special Intensive Revision and more. Next, we talk to The Indian Express' Vikas Pathak about the Women's Reservation Act 2023 and how the government is trying to implement it. The BJP-led NDA government recently suggested a plan to make sure that the act is executed and the required reservation is done, Vikas talks about the plan and the hurdles in the way. (8:56)Lastly, we talk about a case in the US where a jury has found Meta Platforms and YouTube liable for designing addictive social media products that harmed a young user's mental health. (19:14)Hosted by Niharika NandaProduced by Shashank Bhargava and Niharika NandaEdited and mixed by Suresh Pawar
En este episodio analizamos uno de los mayores errores estratégicos de los últimos años: la apuesta de Mark Zuckerberg y Meta Platforms por el metaverso. Una decisión que implicó inversiones cercanas a los USD 90.000 millones y que dejó al descubierto algo clave en el mundo de los negocios: no alcanza con tener una buena idea… hay que tener el timing correcto. Repasamos cómo Facebook pasó de ser una máquina de generar dinero con publicidad a convertirse en Meta, una empresa enfocada en construir la próxima gran plataforma digital. Analizamos el impacto del cambio de privacidad de Apple, la dependencia de plataformas externas, la compra de Oculus, la creación de Reality Labs y el enorme costo de apostar al futuro antes de tiempo. También profundizamos en por qué el metaverso no logró la adopción esperada, qué factores influyeron (tecnología, fricción, contenido, efecto red) y cómo el mercado reaccionó ante una apuesta sin resultados claros. Por último, bajamos todo a aprendizajes concretos para inversores y emprendedores: Cómo analizar una apuesta a largo plazo Por qué el timing es determinante La importancia de mirar los números y no el relato Y cómo diferenciar visión de ejecución Un episodio para entender cómo funcionan realmente las grandes decisiones empresariales… y cómo aplicar esos aprendizajes a tus propias inversiones. La entrada [305] Meta y un error de 100.000 millones de dólares se publicó primero en .
En este episodio analizamos uno de los mayores errores estratégicos de los últimos años: la apuesta de Mark Zuckerberg y Meta Platforms por el metaverso.Una decisión que implicó inversiones cercanas a los USD 90.000 millones y que dejó al descubierto algo clave en el mundo de los negocios: no alcanza con tener una buena idea… hay que tener el timing correcto.Repasamos cómo Facebook pasó de ser una máquina de generar dinero con publicidad a convertirse en Meta, una empresa enfocada en construir la próxima gran plataforma digital. Analizamos el impacto del cambio de privacidad de Apple, la dependencia de plataformas externas, la compra de Oculus, la creación de Reality Labs y el enorme costo de apostar al futuro antes de tiempo.También profundizamos en por qué el metaverso no logró la adopción esperada, qué factores influyeron (tecnología, fricción, contenido, efecto red) y cómo el mercado reaccionó ante una apuesta sin resultados claros.Por último, bajamos todo a aprendizajes concretos para inversores y emprendedores:
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured After a major legal blow to Meta Platforms and YouTube over harm to children, this commentary takes a hard look at what social media has become. From early warnings during the rise of Facebook and Twitter to today's algorithm-driven addiction, the argument is blunt: the psychological and societal damage may outweigh the benefits. Comparing digital platforms to engineered dependency—and even to cultural warnings echoed since 1965—this piece challenges viewers to weigh the positives against the fallout and ask: is this the cost of connection?
This Day in Legal History: Camp David AccordsOn March 26, 1979, Egypt and Israel formally signed the Camp David Accords, marking a historic breakthrough in international law and diplomacy. The agreement followed years of conflict between the two nations, including multiple wars that had destabilized the region. Brokered by U.S. President Jimmy Carter, the negotiations took place at the presidential retreat in Maryland. Egyptian President Anwar Sadat and Israeli Prime Minister Menachem Begin played central roles in reaching the accord. The resulting treaty established a framework for peace and normalized diplomatic relations between the two countries. It also included provisions for Israel's withdrawal from the Sinai Peninsula, which had been occupied since the Six-Day War. In exchange, Egypt became the first Arab nation to officially recognize Israel. The agreement demonstrated the power of sustained negotiation and third-party mediation in resolving entrenched disputes. It also highlighted the role of international agreements as binding legal instruments between sovereign states. The treaty had lasting implications for Middle Eastern geopolitics and influenced future peace efforts in the region. While controversial at the time, it ultimately reduced the likelihood of further large-scale conflict between the two nations. The accords earned Sadat and Begin the Nobel Peace Prize, underscoring their global significance. The Camp David framework remains a key example of how diplomacy can achieve outcomes that military action cannot.A California jury in Los Angeles found Meta Platforms and Google liable for harming the mental health of a woman who said she became addicted to their platforms as a child. The jury awarded $3 million in compensatory damages and an additional $3 million in punitive damages, effectively doubling the total award. Responsibility was split with Instagram accounting for 70% of the harm and YouTube 30%. Jurors concluded that both companies were negligent in designing their platforms and failed to warn users about potential dangers. They also found that the companies' conduct involved malice, fraud, or oppression, justifying punitive damages.This case is the first bellwether trial among thousands of similar lawsuits, making it an important test for future litigation against social media companies. The verdict increases potential legal exposure for these companies, which could face billions in liability nationwide. During trial, the plaintiff's attorneys argued that platform features like algorithms, autoplay, and infinite scroll were intentionally designed to be addictive. The defense countered that social media addiction is not a recognized condition and pointed to other factors in the plaintiff's life that could explain her mental health struggles.Jurors were influenced by a combination of evidence, including internal company materials and testimony from executives and former employees. Some jurors expressed skepticism about testimony from Meta CEO Mark Zuckerberg. The relatively modest punitive damages award reflected hesitation about granting a large sum to a single individual. Both companies have stated they disagree with the verdict and plan to appeal. The case could shape how courts evaluate claims about the harmful design of social media platforms.Jury Doubles Damages Against Meta, Google In LA Bellwether - Law360US jury verdicts against Meta, Google tee up fight over tech liability shield | ReutersThe U.S. Supreme Court unanimously overturned a lower court ruling that had held Cox Communications liable for its customers' music piracy. The justices ruled that simply knowing customers may engage in copyright infringement is not enough to establish liability. Instead, there must be proof that the company intended to promote or encourage the illegal activity. The decision sends the case back to the Fourth Circuit for reconsideration under this clarified standard.The dispute originated from a 2019 jury verdict that ordered Cox to pay $1 billion to music companies, including Sony Music Entertainment, for contributory and vicarious copyright infringement. While the appellate court had upheld part of that ruling, the Supreme Court found that the legal standard for contributory infringement had been applied too broadly. Justice Clarence Thomas, writing for the Court, emphasized that providing a general service—even with awareness of misuse—does not automatically create liability.The ruling marks the Court's first major examination of secondary copyright liability in years and draws on earlier cases like Sony Corp. of America v. Universal City Studios and MGM Studios Inc. v. Grokster, Ltd.. A concurring opinion by Justice Sonia Sotomayor agreed with the outcome but warned that the majority may have limited other ways to hold companies accountable, such as aiding-and-abetting theories.The decision is seen as a significant win for internet service providers, who argued that broader liability would force them to cut off users based on unproven accusations. At the same time, the music industry expressed concern that the ruling could weaken protections against widespread copyright infringement. The case highlights ongoing tension between protecting intellectual property and maintaining practical limits on intermediary liability.High Court Reverses Music Piracy Liability Ruling Against Cox - Law360Ousted Venezuelan president Nicolás Maduro is facing U.S. criminal charges, including narcoterrorism, in a case that could test a rarely used federal law with a limited track record at trial. Prosecutors allege that Maduro led a conspiracy to traffic cocaine in coordination with groups such as the Revolutionary Armed Forces of Colombia (FARC), which the United States has labeled a terrorist organization. Maduro has pleaded not guilty and denies the allegations, claiming they are politically motivated.The narcoterrorism statute, enacted in 2006, targets drug trafficking tied to terrorism but has produced few successful trial outcomes. Of the small number of convictions obtained, some have later been overturned due to unreliable witness testimony. This history highlights a major challenge for prosecutors: proving that a defendant knowingly connected drug activity to terrorist operations. Legal experts note that this “knowledge” requirement is the most difficult element to establish in court.Maduro also faces additional charges, including drug trafficking and money laundering, which could still result in severe penalties even if the narcoterrorism count proves difficult. The law carries a mandatory minimum sentence of 20 years, reflecting its seriousness. Prosecutors may rely on testimony from former Venezuelan officials, though the credibility of such cooperating witnesses could be heavily scrutinized.The case underscores broader tensions in applying U.S. criminal law to international actors and complex geopolitical conduct. It also demonstrates how expansive definitions of terrorism can complicate prosecutions. Ultimately, the outcome may shape how aggressively the U.S. uses narcoterrorism charges in future cases.Maduro case to test US narcoterrorism law with limited trial success | 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
Stay connected with us at americangroundradio.com, on Facebook, and Instagram. You're listening to American Ground Radio with Louis R. Avallone and Stephen Parr. This is the full show for March 25, 2026. In this episode, we take on one of the toughest questions in public policy: what happens when leadership decisions collide with real-world consequences? We start with a sobering breakdown of a tragic murder highlighted by House Speaker Mike Johnson—and the layered policy failures he says made it possible. From border enforcement under Joe Biden, to state leadership by J. B. Pritzker, to local decisions in Chicago under Brandon Johnson, we walk through how border policy, sanctuary laws, and “catch-and-release” policing intersect—and whether those outcomes are accidental or by design. It’s not about rhetoric—it’s about responsibility, governance, and the core purpose of government itself: protecting its citizens. From there, we hit the top stories you need to know before tomorrow, including a shocking threat from Philadelphia DA Larry Krasner against ICE agents, a controversial lawsuit against tech giants like Meta Platforms and Google over alleged social media addiction, and a surprising political shift in Florida that could signal trouble for Republicans heading into the midterms. We also explore culture and leadership—from a global summit hosted by Melania Trump to a broader conversation about the often-overlooked role of spouses in shaping world leaders. It’s a reminder that no one leads alone—and that influence doesn’t always happen in front of a microphone. In our “American Mamas” segment, the conversation turns fiery as the media backlash against working-class roots takes center stage. After comments from Jimmy Kimmel mocking a former plumber turned national leader, Teri Netterville and Kimberly Burleson dig into the elitism behind the criticism—and why the American Dream still resonates, whether you’re a business owner, a tradesman, or someone working your way up. Plus, we dive into global tensions in the Strait of Hormuz, media narratives versus military reality (including surprising analysis from The New York Times), and the growing economic migration from blue states to red states—where billions in income are on the move. We wrap things up with a powerful reminder of what’s still right in America: a story of perseverance, hard work, and opportunity that proves the pursuit of happiness is still alive and well. Listen now wherever you get your podcasts, visit AmericanGroundRadio.com, and join the conversation at 866-AGR-1776! Soros DA Again Threatens To Put Cuffs On ICE Agents Jury Finds Meta and Google Liable in Social Media Addiction Trial Democrats Flip Mar-A-Lago Seat In Major Upset As Blue Wave Crashes On Trump’s Backyard Dems Scramble After California Governor’s Debate ImplodesSee omnystudio.com/listener for privacy information.
Si apre oggi e prosegue fino a domenica 29 marzo la 57ª edizione di Cosmoprof Worldwide Bologna, da oltre cinquant’anni evento di riferimento per le aziende e i professionisti della filiera cosmetica. Anche quest’anno Radio 24 è presente con la sua postazione nel Centro Servizi della manifestazione. L’evento si svolge nel quartiere fieristico del capoluogo emiliano, con BolognaFiere che nel 2025 ha registrato un fatturato record di 306,7 milioni di euro, confermandosi piattaforma internazionale di riferimento per il settore beauty. L’edizione 2026 conta 3.104 espositori da 68 Paesi, oltre 10mila brand rappresentati e una manifestazione sold-out, con oltre 250mila visitatori attesi. Forte la spinta internazionale: l’80% degli espositori arriva dall’estero e il 37% è rappresentato da nuovi partecipanti, con un aumento significativo di interesse da Stati Uniti, Medio Oriente, Asia e Africa. Sono presenti 33 collettive nazionali, incluse nuove partecipazioni da Arabia Saudita, Belgio, Portogallo, Ungheria e Uzbekistan. In questo contesto, il settore cosmetico italiano conferma la propria solidità: nel 2025 ha raggiunto un fatturato di 18 miliardi di euro (+2,9%), trainato dalle esportazioni che superano gli 8,6 miliardi (+4,1%) e rappresentano circa la metà del totale. Il mercato interno vale 12,8 miliardi (+3,2%), con una crescita sostenuta da digitale e fragranze.Ci colleghiamo con Gianpiero Calzolari (nella foto a sinistra), presidente di BolognaFiere; Benedetto Lavino (nella foto a destra), presidente di Cosmetica Italia dai nostri studi a BolognaGiuria California, Meta e Google responsabili per dipendenza dai socialUna giuria di Los Angeles ha condannato Meta Platforms e Alphabet Inc. a risarcire una giovane donna per danni legati all’uso dei social media, segnando un nuovo passaggio nella crescente pressione legale sulle Big Tech. Il caso non è isolato: poche ore prima un’altra giuria, in New Mexico, aveva già sanzionato Meta per non aver protetto adeguatamente i minori, con una multa complessiva di 375 milioni di dollari. Le accuse riguardano meccanismi che favorirebbero dipendenza e problemi di salute mentale, in un contesto dominato da modelli di fruizione come lo scroll infinito e la cosiddetta “tiktokizzazione” dei contenuti, ormai diffusa anche su Instagram e YouTube. Gli esperti parlano di un possibile “momento Big Tobacco” per il settore tecnologico, con il rischio di una revisione profonda dei modelli di business. Intanto negli Stati Uniti cresce la pressione politica per introdurre nuove norme a tutela dei minori, mentre le aziende cercano un dialogo con l’amministrazione Trump. Il commento è di Biagio Simonetta, Il Sole 24 Ore.Crisi energetica e guerra in Medio OrienteLa crisi in Medio Oriente torna al centro del dibattito internazionale, con il conflitto tra Stati Uniti, Israele e Iran che alimenta tensioni geopolitiche e timori economici globali. Al centro delle preoccupazioni anche lo stretto di Hormuz, snodo strategico per l’energia mondiale, il cui futuro resta incerto. Durante gli incontri dell’Aspen Institute a Venezia, gli analisti hanno sottolineato come il conflitto stia già producendo effetti sull’economia, tra aumento dei costi energetici, inflazione e rallentamento della crescita. L’Europa e l’Italia, pur avendo diversificato le fonti energetiche dopo la crisi del gas russo, restano esposte a nuove vulnerabilità. Sul piano geopolitico, qualsiasi evoluzione del conflitto rischia di lasciare un Medio Oriente ancora più instabile, mentre la Cina osserva e sul fronte diplomatico emergono timidi segnali di movimento. Il commento è di Giulio Tremonti, deputato (FdI) e presidente della commissione Affari esteri ed europei della Camera, Aspen Institute Italia.
Sean Clark, chief investment officer at Clark Capital Management Group, says that while markets tend to whipsaw around headline events like the war in Iran, the initial market reaction — historically a decline of about 7 percent — gives way to a bounce-back that helps investors a few months after the turmoil starts. As a result, he's suggesting that investors "be cautious with their allocations and don't make any big changes" despite their nervousness over the news cycle. David Trainer, founder and president at New Constructs, says that recent layoffs at Meta Platforms are a signal of bigger troubles brewing, and that broader tech layoffs at companies like Oracle and Amazon are a sign of rouble. While not expecting stocks like Meta to crater, Trainer makes the case that as a weaker player in the artificial-intelligence game, the company could be looking at a lot of capital expenditures that don't necessarily boost the bottom line. As a result, he pegs the stock's value at hundreds of dollars less than its current trading range. Vijay Marolia, chief investment officer at Regal Point Capital, says that Micron Technologies has the fundamentals to be a darling on Wall Street, but the market sentiment has soured on the company, dropping the stock prive hard despite recent guidance that was well beyond what analysts' have been estimating for the company. In "The Week That Is," he also discusses higher oil prices and how consumers should expect them to stay higher for about two months — noting Treasury Secretary Scott Bessent's quote about 50 days of discomfort on pricing — before expecting substantive change. He also discusses the latest wave of artificial intelligence that now seems to be taking over thinking that was current as recently as a week or two ago, and how the fast developments are an issue investors need to be aware of, even if they should not be too reactive to them.
In this episode, we discuss advancements in AI and computing, including Microsoft's BitNet research, Nvidia's expanding data center business, and a new strategic collaboration between Samsung Electronics and AMD to advance next-generation AI infrastructure. Further, we cover Meta Platforms' decision to scale back its metaverse initiatives and Jeff Bezos' growing ambitions in AI and industrial transformation. For the Chart of the Week, we analyze bitcoin options market positioning, highlighting elevated open interest in downside protection strategies and key factors that may be driving its relationship with broader equity markets. We also discuss three reasons why bitcoin may be decoupling from the stock market. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
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
US equity futures higher with S&P slightly up. Bonds mixed. US Treasury yields lower, with 10-year benchmark off 2 bps at 4.3%. Dollar is softer versus yen, but steady to firmer elsewhere. Oil adds to recent gains. Gold softer. Industrial metals mixed. Bitcoin is higher. The Iran conflict enters third week with concerns still largely on energy supply disruptions. US bombed Iran's Kharg Island, and while oil facilities spared markets sensitive to potential for disruptions from Iran's main oil export terminal, which predominantly ships to China. Strait of Hormuz situation fluid with shipping at a standstill and US looking to coordinate with other countries about resuming flows. Trump demanded other nations help secure Strait. Prospect of a ceasefire uncertain after Trump said Iran negotiating but terms not to his liking. US and Israel also see war extending few more weeks. Companies Mentioned: CAB Payments Holdings, StoneX Group, Caesars Entertainment, Meta Platforms
Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. That represents what he expects to be a short-term reversal in trends because the market had been moving broadening out, with the Magnificent 7 stocks struggling. He expects that trend to resume and continue as the headline risk subsides, when he expects the market to continue moving the market away from communications services and big tech toward more defensive and value-oriented stocks. David Trainer, president at New Constructs, focuses The Danger Zone on "residual value guarantees" — which hide debt off-balance sheets allowing companies to spend money and to have liabilities that it mostinvestors will not know about until or unless a problem makes them surface. He says the says the phenomenon is particularly acute with artificial-intelligence companies, where a lot of money is being invested into construction that is backed by residual-value guarantees, and he singles out Oracle and Meta Platforms as two examples where the practice adds to New Constructs' unfavorable opinion of the stocks. Vijay Marolia, chief investment officer at Regal Point Capital, says that he expects oil prices to remain elevated until there is more clarity in the Strait of Hormuz, but that prices should snap back quickly to lower levels once the supply chain is clearly restored. In waiting for that clarity, he suggests oil tankers as a play on the situation, noting that it's a picks-and-shovels play on the industry, and that the tankers are making money even as they sit filled with oil waiting for resolution. He also discusses why Microsoft's recent decline is not something long-term investors should worry about, and more in "The Week That Is."
This is a recap of the top 10 posts on Hacker News on March 13, 2026. This podcast was generated by wondercraft.ai (00:30): Meta Platforms: Lobbying, dark money, and the App Store Accountability ActOriginal post: https://news.ycombinator.com/item?id=47362528&utm_source=wondercraft_ai(01:55): Can I run AI locally?Original post: https://news.ycombinator.com/item?id=47363754&utm_source=wondercraft_ai(03:21): “This is not the computer for you”Original post: https://news.ycombinator.com/item?id=47359744&utm_source=wondercraft_ai(04:47): TUI Studio – visual terminal UI design toolOriginal post: https://news.ycombinator.com/item?id=47362613&utm_source=wondercraft_ai(06:13): Vite 8.0 Is OutOriginal post: https://news.ycombinator.com/item?id=47360730&utm_source=wondercraft_ai(07:39): Qatar helium shutdown puts chip supply chain on a two-week clockOriginal post: https://news.ycombinator.com/item?id=47363584&utm_source=wondercraft_ai(09:05): 1M context is now generally available for Opus 4.6 and Sonnet 4.6Original post: https://news.ycombinator.com/item?id=47367129&utm_source=wondercraft_ai(10:30): The Wyden Siren Goes Off Again: We'll Be "Stunned" by NSA Under Section 702Original post: https://news.ycombinator.com/item?id=47366374&utm_source=wondercraft_ai(11:56): Elon Musk pushes out more xAI founders as AI coding effort faltersOriginal post: https://news.ycombinator.com/item?id=47366666&utm_source=wondercraft_ai(13:22): E2E encrypted messaging on Instagram will no longer be supported after 8 MayOriginal post: https://news.ycombinator.com/item?id=47363922&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
US equity futures are lower. Asian markets were mostly weaker overnight and European futures are also pointing lower. The central theme is escalating Middle East tensions and their inflation spillover. Oil has surged as the Strait of Hormuz remains effectively closed, with Iranian leadership vowing to maintain the blockade and President Trump stating regime change is a bigger priority than energy prices. Despite temporary measures such as a Jones Act waiver and approval of Russian oil cargoes already at sea, energy inflation fears are pushing yields higher and flattening the Fed rate-cut path, with futures now pricing less than 20 basis points of easing through year-end. Private credit remains another overhang after additional redemption limits and reduced lending activity, while new Section 301 trade investigations have revived tariff concerns ahead of Trump's upcoming Beijing visit.Companies Mentioned: NVIDIA, SpaceX, Meta Platforms
Sam Vadas details Meta Platforms' (META) ongoing efforts to jump into a crowded AI race. Sam shares an analogy from the NYSE Floor about its "Avocado" platform suggesting it might be too firm still and needs to ripen up before it's ready. She details the reported performance lagging Alphabet's (GOOGL) Gemini 3.0 and later dives into Meta's capex spend in data centers.======== 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
In this episode, Scott Becker breaks down year to date results for the Magnificent 7 including Microsoft, Tesla, Amazon, Nvidia, Apple, Meta Platforms, and Alphabet.
Carl Quintanilla, Jim Cramer and David Faber explored what's next for the markets after Monday's sell-off, which was sparked by AI fears and tariff uncertainty. The anchors also delved into the conundrum surrounding the private credit markets — and reacted to what JPMorgan Chase CEO Jamie Dimon said about the risks. AMD shares surged on news of the company's multiyear AI chip agreement with Meta Platforms. AMD Chair & CEO Lisa Su joined the program exclusively to talk about the deal. Also in focus: Home Depot's earnings beat, Anthropic announces new AI tools, State of the Union speech countdown, Warner Bros. Discovery says it is reviewing Paramount Skydance's new takeover offer. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 months to prove AI is worth the cost. Nick breaks down how Amazon, Alphabet, and Meta Platforms have dramatically shifted their business models pouring 100% (or more) of cash flow into AI capex as margins are set to decline in 2026. These three companies make up 11% of the S&P 500, and they are not the same high-margin machines they were just a few years ago. Jessica then shows where investors are reallocating capital, comparing the S&P to the MSCI ACWI ex USA Index. With non-U.S. stocks gaining traction, investors have a clear choice: stick with Big Tech's AI bet or look elsewhere. This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets are driven by math, but investors are driven by emotion. We will explore the most common psychological biases—like loss aversion and herd mentality—that destroy wealth and how to automate your strategy to avoid them.Today's Stocks & Topics: Microsoft Corporation (MSFT), Market Wrap, American Electric Power Company, Inc. (AEP), The Southern Company (SO), KPP Newsletter, Behavioral Finance: Your Brain vs. Your Portfolio, Devon Energy Corporation (DVN), Principal SAM Conservative Growth A (SAGPX), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Meta Platforms, Inc. (META), Copper, Ally Financial Inc. (ALLY), Mueller Industries, Inc. (MLI).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands
The scary (Dystopia)Microsoft AI chief gives it 18 months—for all white-collar work to be automated by AIAI Will Destroy Millions of White Collars Jobs in the Coming Months, Andrew Yang Warns, Driving Surge of Personal BankruptciesRing cancels Flock deal after dystopian Super Bowl ad prompts mass outrageAmazon and Flock Safety have ended a partnership that would've given law enforcement access to a vast web of Ring cameras. The decision came after Amazon faced substantial backlash for airing a Super Bowl ad that was meant to be warm and fuzzy, but instead came across as disturbing and dystopian.Ring's Founder Knows You Hated That Super Bowl Ad. Since the commercial aired, Jamie Siminoff has been trying to quell an outcry over privacy concerns with his doorbell cameras.Platforms bend over backward to help DHS censor ICE critics, advocates say MMAnthropic is clashing with the Pentagon over AI useAnthropic's relationship with the Department of Defense is “under review” as the two sides negotiate over how the company's AI models can be used.The startup wants assurance that its models will not be used for autonomous weapons or mass surveillance.The DOD wants to use Anthropic's models “for all lawful use cases” without limitationDavid Sacks, the venture capitalist serving as the administration's AI and crypto czar, has accused Anthropic of supporting “woke AI” because of its stance on regulation.Our Big Data OverlordsMeta Begins $65 Million Election Push to Advance A.I. AgendaMark Zuckerberg faces jury in landmark trial over alleged youth harm linked to social mediaThe lawsuit, K.G.M. v. Meta Platforms, Inc., et al., was filed by a 20-year-old California woman identified by her initials. She alleges that Meta and other tech companies deliberately engineered their platforms to hook young users, contributing to her depression and suicidal thoughts, and seeks to hold them accountable.Regarding Instagram's enforcement efforts, plaintiffs asked whether Meta removed all 4 million under-13 users the company had identified on the platform in 2018. Zuckerberg responded that while the company did not remove all of them, it had implemented tools to detect and address underage accounts and was working to improve those systems.According to reports, Zuckerberg has not directly answered the central question of the case: whether Instagram is addictive. The plaintiff's attorney, Mark Lanier, asked if people tend to use something more if it's addictive. “I'm not sure what to say to that,” Zuckerberg said. “I don't think that applies here.”He said he believes in the “basic assumption” that “if something is valuable, people will use it more because it's useful to them.”When he was asked about his compensation, Zuckerberg said he has pledged to give “almost all” of his money to charity, focusing on scientific research. Lanier asked him how much money he has pledged to victims impacted by social media, to which Zuckerberg replied, “I disagree with the characterization of your question.”Zuckerberg's courthouse entourage showed up in Meta Ray-BansMeta Adding Facial Recognition to Its Smart Glasses That Identifies People in Real Time, Hoping the Public Is Too Distracted by Political Turmoil to Care MMApple sued by West Virginia for alleged failure to stop child sexual abuse material on iCloud, iOS devicesSpaceX said to weigh dual-class IPO shares to empower MuskMacron Blasts Social Media's Free Speech Defense as ‘Bullshit'The stupid (ESG edition)Goldman Sachs to Drop D.E.I. Criteria for Board Members MMThe move would be the Wall Street firm's latest retreat from diversity mandates that its chief executive, David Solomon, had once made a priority.The decision is a result of a deal that Goldman struck with the National Legal and Policy Center, a conservative nonprofit group that has been pressuring numerous companies to drop diversity, equity and inclusion mandates, the people said.As part of its agreement with Goldman, the National Legal and Policy Center, which has a small investment in the bank, withdrew a shareholder proposal demanding that diversity criteria for the board be dropped.In March 2019, Mr. Solomon, his top deputy John Waldron and the firm's chief financial officer at the time, Stephen M. Scherr, declared diversity and inclusion “a top priority.”“When we unite around a common goal, we make progress together,” the men wrote in an email to the staff. They said they would “improve each year” toward goals that included a new recruiting class comprising “50 percent women, 11 percent Black professionals and 14 percent Hispanic/Latino professionals in the Americas, and 9 percent Black professionals in the U.K.”The next year, Mr. Solomon said Goldman would no longer take a company public in the United States or Europe unless it had at least one “diverse” board member. By 2021, a company would need at least two diverse board members in order for Goldman to agree to work on its initial public offering.Inspire Investing CEO: Nike's DEI Is A Legal Liability, Shareholders Coming For AnswersNike's DEI fight is no longer just a social media "culture war" argument. The U.S. Equal Employment Opportunity Commission (EEOC) is investigating Nike over allegations the company's DEI practices discriminated against white employees and job applicants.Robert Netzly, CEO of Inspire Investing: "Discrimination, whether it's black people or white people, gay people or straight people, is discrimination."Robert Netzly is a globally recognized authority in the Biblically Responsible Investing (BRI) movement, author of the book "Biblically Responsible Investing: On Wall Street As It Is In Heaven." Robert holds a B.S. degree in Liberal Studies from an online university. This article was from OutKick, which aims to expose the destructive nature of "woke" activism and is the antidote to the mainstream sports media that often serves an elite, left-leaning minority instead of the American sports fan. OutKick is owned by Fox Sports' parent company Fox CorporationFederal agency sues Coca-Cola bottler over work event that excluded menA Coca-Cola distributor and bottler is being sued for alleged sexual discrimination over a corporate networking event that excluded men, announced the U.S. Equal Employment Opportunity Commission, which filed the lawsuitAccording to the EEOC's lawsuit, in September 2024, Bedford, N.H.-headquartered Coca-Cola Northeast held a two-day employer-sponsored trip and networking event at the Mohegan Sun Casino and Resort in Connecticut. Coca-Cola Northeast privately invited female employees and then excused the female employees who attended the event from their normal work duties on Sept. 10 and 11, 2024, and paid them their normal salary or wages without requiring them to use vacation or other paid time off. Coca-Cola Northeast did not invite any male employees to the event.Trump revokes landmark ruling that greenhouse gases endanger public healthUS President Donald Trump has reversed a key Obama-era scientific ruling that underpins all federal actions on curbing planet-warming gases.The so-called 2009 "endangerment finding" concluded that a range of greenhouse gases were a threat to public health. It's become the legal bedrock of federal efforts to rein in emissions, especially in vehicles.Bill Maher Eviscerates Donald Trump Over ‘Biggest Dick Move in American History'The boring (ESG edition)Starbucks' investor group urges shareholders to replace directors over labor rowStarbucks faced fresh pressure on Wednesday from a coalition of investors including public-sector pension funds that urged shareholders to vote against the reelection of two directors, citing persistent failure to manage labor relations.The move against Starbucks' lead independent director, Jorgen Vig Knudstorp, and Beth Ford, chair of the board's Nominating and Corporate Governance Committee, comes as the company is locked in a prolonged effort to reach a collective agreement with its unionized baristas.Companies are cycling through CEOs—and replacing them with first-timers MMSome 168 new CEOs were appointed in 2025, the highest total since 2010. The defining shift was who got the job. Among incoming CEOs, 84% were serving in their first enterprise CEO role, reversing a multi-year tilt toward leaders with prior public-company experience.As recently as 2024, more than one in five new CEOs had already led a public company. That share fell sharply in 2025. Of the 140 first-time CEOs appointed, 116 had no prior enterprise CEO experience. Two-thirds had never served on a public company board, meaning many are stepping into the role without prior exposure to shareholder oversight or public company governance.CEO hopefuls have a new rival for the top job: their own board directorsAppointing board directors as CEOs was once a “break glass in case of emergency” strategy reserved for scandal, illness, or sudden resignation. While it remains a minority path compared with traditional internal promotions, it is no longer an anomaly.New data from Spencer Stuart highlights the shift. Of the 168 new S&P 1500 chief executives appointed in 2025, the highest annual total since 2010, 19 were drawn from their own company boards, the most since 2020. Spencer Stuart classifies directors as outsiders because they lack day-to-day operating responsibility. Even so, more boards are turning to them.Wall Street banks are paying their CEOs like it's 2006 againMorgan Stanley CEO Ted Pick's pay rises 32% to $45mlnBank of America Lifts Moynihan's Pay 17% to $41 Million for 2025Barclays Ceo Pay Hike: Barclays lifts CEO Venkatakrishnan's pay to over £15 million as bonus pool risesCitigroup bumps CEO Jane Fraser's pay to record $59mBro Culture (The Epstein Edition)Thomas Pritzker, Named in Epstein Files, Retires as Hyatt Executive ChairmanTom Pritzker Retires as Executive Chairman of Hyatt After 22 Years of Service and Will Not Stand for Reelection to Board of DirectorsThe Board has appointed Mark S. Hoplamazian, Hyatt's President and Chief Executive Officer, to succeed Mr. Pritzker as Chairman of the Board“Tom's leadership has been instrumental in shaping Hyatt's strategy and long-term growth, and we thank him for his service and dedication to Hyatt,” said Richard Tuttle, Chair of the Board's Nominating and Corporate Governance Committee. “The Board has engaged in thoughtful succession planning, and we are confident that Mark's deep knowledge of Hyatt's business, strong relationships with owners and colleagues, and proven track record as CEO of nearly two decades positions him well to serve as Chairman and continue driving Hyatt's long-term success.”In a letter to the Hyatt Hotels' Board of Directors, Tom Pritzker wrote, “My job and responsibility is to provide good stewardship. That is important to me. Good stewardship includes ensuring a proper transition at Hyatt. Following discussions with my fellow Board members, I have decided, after serving as Executive Chairman since 2004, and with the company in a strong position, that now is the right time for me to retire from Hyatt. Good stewardship also means protecting Hyatt, particularly in the context of my association with Jeffrey Epstein and Ghislaine Maxwell, which I deeply regret. I exercised terrible judgment in maintaining contact with them, and there is no excuse for failing to distance myself sooner. I condemn the actions and the harm caused by Epstein and Maxwell, and I feel deep sorrow for the pain they inflicted on their victims.”Dubai's DP World replaces CEO after Epstein links emergeDubai's DP World announced Essa Kazim was the new chairman of its board of directors and Yuvraj Narayan was its new group chief executive officer, replacing Sultan Ahmed bin Sulayem.Sulayem had been the CEO of Dubai's largest port operator since 2016 and chairman since 2007.DOJ records showed years of exchanges with Epstein, but Sulayem has not been accused of any criminal wrongdoing.Casey Wasserman to sell talent agency following Jefferey Epstein controversyCasey Wasserman has confirmed that he has started the process of selling his talent agency after it was uncovered that he had ties with Jefferey Epstein. The announcement comes as artists began to leave the agency after it was uncovered that the Wasserman CEO had extensive ties with Jeffrey Epstein and had sent flirtatious emails to Ghislaine Maxwell. Despite denying that he had any personal or business ties with either, Wasserman sent an apology to the 4,000 employees who work at his sports marketing and talent agency, confirming that he would be stepping down from the company. He said: “I'm deeply sorry that my past personal mistakes have caused you so much discomfort […] It's not fair to you, and it's not fair to the clients and partners we represent so vigorously and care so deeply about.”Former Victoria's Secret CEO Les Wexner testifies in House Epstein investigationThe billionaire behind the retail empire that once blanketed shopping malls with names such as Victoria's Secret and Abercrombie & Fitch told members of Congress on Wednesday that he was “duped by a world-class con man” — close financial adviser Jeffrey Epstein. Les Wexner also denied knowing about the late sex offender's crimes or participating in Epstein's abuse of girls and young women.“I was naive, foolish, and gullible to put any trust in Jeffrey Epstein. He was a con man. And while I was conned, I have done nothing wrong and have nothing to hide.”Wexner described himself to the lawmakers as a philanthropist, community builder and grandfather who always strove “to live my life in an ethical manner in line with my moral compass,” according to the statement.Top Goldman Sachs lawyer Kathy Ruemmler to resign over Epstein linksThe latest Justice Department release revealed a trove of communication between the two, including about potential jobs, her romantic life and gifts Epstein had given her. (She called him “sweetie” and “Uncle Jeffrey.”)Goldman's CEO David Solomon says he 'reluctantly' let top lawyer Kathy Ruemmler go after Epstein fallout MMKing Charles' brother Andrew arrested on suspicion of misconductWhite House Shrugs Off Lutnick's Epstein TiesCommerce Secretary Howard Lutnick has acknowledged traveling to Jeffrey Epstein's island and meeting him on another occasion.Elon's bro quits Burning Man board amid outrage over Epstein connectionBlowhard IndexSalesforce cofounder 'not OK' with Benioff's ICE crack: 'Marc made a very bad joke.'The comments occurred during a keynote address at the company's annual internal "Company Kickoff" (CKO) event in Las Vegas, sparking a significant backlash from employees and leadership alike.During the keynote, Benioff reportedly asked employees who had traveled to the event from outside the United States to stand up for recognition. Once they were standing, he made a "joke" to the effect of: "Thank you! Just so the ICE agents [in the building] know [who you are]."He reportedly made a follow-up "callback" later in the presentation, suggesting that ICE agents were also monitoring those who hadn't yet used a specific new Slackbot tool.And another joke about ICE surveilling employee travel: when there are literally employees afraid to travel for work due to current situationSalesforce famously promotes a culture of "Ohana" (family) and equality.Parker Harris (Cofounder): In a follow-up meeting, Harris reportedly called the jokes a "violation of the Code of Conduct" and even noted they could be considered a "fireable offense" for a typical employee.Rob Seaman (Slack GM): The head of the Salesforce-owned platform Slack sent a memo to staff stating he "cannot defend or explain" the jokes and that they did not align with his values.Salesforce employees call on CEO Benioff to cancel ICE ‘opportunities'Elon Musk says Anthropic's philosopher has no stake in the future because she doesn't have kidsPalantir, Which Is Powering ICE, Says Immigration Crackdown May Hurt Hiring MMFrom 10-K filed 2 days ago: “if we are not able to recruit, hire, or retain the talent we need because of increased regulation of immigration or work visas … it could be more difficult to staff our personnel on customer engagements and could increase our costs … Additionally, laws and regulations, such as restrictive immigration laws, may limit our ability to recruit outside of the United States ... If we fail to attract new personnel or to retain our current personnel, our business and operations could be harmed.”