Podcast appearances and mentions of meta platforms

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Latest podcast episodes about meta platforms

Bloomberg Daybreak: US Edition
Apple & Amazon Ease Megatech Nerves; Trump Says GOP Should Ditch Filibuster

Bloomberg Daybreak: US Edition

Play Episode Listen Later Oct 31, 2025 18:07 Transcription Available


On today's podcast: 1) The mood in US stock markets has been lifted again by strong earnings from Apple and Amazon to round up the week of mega-cap results. Futures for both the S&P 500 and Nasdaq 100 were higher after both indexes sunk on Thursday. Apple forecast a major surge in sales for the holiday season to provide assurance to investors that the iPhone remains a growth driver, while Amazon’s cloud division notched its best quarterly growth in almost three years. That’s smoothed out the setback in the big tech and AI narrative from the mixed reception to results from Meta Platforms, Microsoft and Alphabet. 2) Nvidia CEO Jensen Huang still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so, he told reporters Friday. Blackwell is Nvidia’s latest generation of artificial intelligence semiconductors, figuring prominently as a potential bargaining chip in trade talks between the US and China. Licensing the sale of those products did not figure in the discussion between President Trump and his Chinese counterpart Xi Jinping this week, with the US leader saying Nvidia and the Chinese government will have to keep talking about the $5 trillion company’s access to the Asian nation’s market. 3) President Trump called on Senate Republicans to vote to get rid of the filibuster in the upper chamber, amid a government shutdown that has lasted nearly a month. Because of the filibuster rule in the US Senate, most legislation needs 60 votes to pass. While a majority of lawmakers could revise those rules, both parties have largely resisted doing so to preserve their ability to shape legislation when outside of the majority. During the recent funding showdown, Democrats have refused to support a Republican bill offering stopgap funding unless the GOP agrees to extend healthcare subsidies.See omnystudio.com/listener for privacy information.

Adpodcast
Kevin Hein - Chief Growth Officer - GIPHY

Adpodcast

Play Episode Listen Later Oct 31, 2025 66:38


Kevin Hein is Chief Growth Officer at GIPHY, where he leads revenue growth, product partnerships, and strategic marketing for the platform used by over a billion people daily. With more than 20 years in tech and advertising, Kevin previously directed U.S. agency and partnership leadership at Meta Platforms and held key roles at Yahoo! and CNET. He's known for building high-performance teams, complex go-to-market strategies, and helping brands tap cultural moments through expressive media. This episode is brought to you by HighLevel, use the link for 30 days free https://lnkd.in/gytNmse2

Schwab Market Update Audio
Mega Caps Step to Plate, Fed Rate Cut Seen Likely

Schwab Market Update Audio

Play Episode Listen Later Oct 29, 2025 10:12


Alphabet, Microsoft, and Meta Platforms report after the close with all eyes on AI spending trends. The Fed is expected to cut rates 25 basis points, futures trading suggests.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-1025) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bloomberg Talks
Instant Reaction: Microsoft, Meta Shares Slip After Earnings

Bloomberg Talks

Play Episode Listen Later Oct 29, 2025 22:56 Transcription Available


Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Bloomberg Daybreak: US Edition
Instant Reaction: Microsoft, Meta Shares Slip After Earnings

Bloomberg Daybreak: US Edition

Play Episode Listen Later Oct 29, 2025 22:56 Transcription Available


Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Business Pants
BLAME GAME: Target layoffs, OpenAI vs. China, Hormel's recall, F5's cyber breach, and future terror

Business Pants

Play Episode Listen Later Oct 28, 2025 53:44


Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%, experienced a cybersecurity incident involving unauthorized access to certain company systems by a sophisticated nation-state threat actor. WHO DO YOU BLAME?The Risk committee: Dreyer, Klein, Montoya, Budnik*Chair Marianne Budnik is deemed to have Cybersecurity experience because she serves as a Chief Marketing Officer in the cybersecurity industryPeter Klein was the CFO at Microsoft for less than 4 years, then was the CFO for WME for 6 months and then has only been a director since 2014.Risk committee member Michael Montoya specifically. F5 revealed that the director mysteriously resigned in the same filing it disclosed the cyberattack, despite having served for only 4 years. According to the proxy, had “extensive experience as an information security executive.” Following his resignation from the Board, Mr. Montoya continued his service with the Company and has been appointed as F5's Chief Technology Operations Officer.The entire board, for doing dumb modern day board things: announced that CEO François Locoh-Donou, would assume the additional role of Chair of the Board following the Company's next Annual Meeting of Shareholders 12 days after they announced the cyberattack.Investors. 98% YES average this year: 7 over 99.2%, including Risk Committee Chair Marriane Budnik with 99.6%. Nobody feels like they have to work hard to impress anyoneF5! It's a god damn cybersecurity company!How climate change is fueling Hurricane Melissa's ferocity. WHO DO YOU BLAME?Exxon CEO Darren Woods because he sued his own shareholders last year: Arjuna Capital, LLC and Follow ThisExxon CEO Darren Woods because just yesterday: Exxon sues California over new laws requiring corporate climate disclosuresExxon CEO Darren Woods because gas and oilClimate ChangeOpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil' WHO DO YOU BLAME?The fear-and-spending geniuses behind the original Cold War: Truman, Stalin, ChurchillPeople who historically ignored Eisenhower and his statements on the U.S. military-industrial complex when he explicitly warned that defense contractors and the military could exert undue influence on government policy. Sound familiar?Anyone who empowered the board to not be empowered when they tried to fire Sam Altman for such reasons as:Conflicts over OpenAI's rapid growth and direction, especially the tension between aggressive AI deployment vs. safety oversight.Power dynamics between Altman, key researchers, and board members — some may have felt he had too much unilateral control.The college that let Sam Altman drop outSammy Altman Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boot. WHO DO YOU BLAME?The entire Compensation, Performance Management and Culture CommitteeThese two long-tenured Compensation, Performance Management and Culture Committee membersDiana L. Taylor* 10 other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Peter B. Henry*8 other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)The lowest common denominator effect of bank compensation committees:Wells Fargo CEO Charlie Scharf: ~$30M special equity grant tied to becoming Chair as well as CEO (3 months after meeting)Goldman Sachs: CEO David Solomon & COO John Waldron ~$80M each (retention RSUs vesting in ~5 yrs)KeyCorp: CEO Chris Gorman & four other senior execs: ~$8M for Gorman; ~$17M combined for the five NEOsThe passive ownership (re: management-friendly) of BlackRock, State Street, and Vanguard (combined 22%): without their votes at Goldman then Say on Pay was nearly tied, which might have dissuaded the year of one-off bonuses for banking CEOs??The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO [Sunny Verghese, CEO of food and ag company Olam Group] says. WHO DO YOU BLAME?The world's top 28 richest people (those worth ~$160 B each) together would equal $4.5 trillionThe world's greatest sycophant Tesla chair RobynDenholm: “On the pay package specifically: “It's not about the money for him. If there had been a way of delivering voting rights that didn't necessarily deliver dollars, that would have been an interesting proposition.”Any two of these basically redundant techbro companies' market caps would sufficeNvidia ~$4.2 trillion Microsoft ~$3.8 trillion Apple ~$3.1 trillion Amazon ~$2.4 trillion Alphabet ~$2.2 trillion Meta Platforms ~$1.8 trillion Broadcom ~$1.3 trillion Taiwan Semiconductor Manufacturing Company ~$1.2 trillionBill Ackman. Because he's a douche.MATTTarget is eliminating 1,800 roles as new CEO Michael Fiddelke gets set to take over the struggling retailer - WHO DO YOU BLAME?Current CEO Brian Cornell, who's “stepping down” to the role of Executive Chair - which is basically still CEO, just on the board and doesn't have to talk to employees anymore, so he can eliminate 1800 jobs and then fade away into a multimillion dollar unaccountable board roleFuture CEO Michael Fiddelke, who starts February 1, 2026, but is current COO and was forced to send the memo to employees telling them 8% of the workforce will be cutMonica Lozano, chair of the compensation and human capital management committee of the board, who's also on the BofA and Apple boards and is the most connected board member at a highly connected board - does the chair of the human capital committee have to weigh in on firing?OpenAI - the memo makes zero mention of the fact that part of Target's problem is that it shit on gays and blacks because of a feckless internet toad named Robby Starbuck, but feels very written by AI which would account for phrases like:“Adjusting our structure is one part of the work ahead of us. It will also require new behaviors and sharper priorities that strengthen our retail leadership in style and design and enable faster execution so we can: Lead with merchandising authority; Elevate the guest experience with every interaction; and Accelerate technology to enable our team and delight our guests.”Does anyone know what that word salad actually means? Doesn't it just mean “you're fired because we basically sucked at our jobs”?Hormel recalls 4.9M pounds of chicken possibly 'contaminated with pieces of metal' - WHO DO YOU BLAME?The audit committee, the closest committee responsible for enterprise risk (ie, metal in chicken) - Stephen M. Lacy, William A. Newlands (also lead director), Debbra L. Schoneman, Sally J. Smith (chair), Steven A. White, Michael P. ZechmeisterThe governance committee - James Snee, the now retired CEO who retired somehow in January but the company still hasn't found a permanent replacement 9 months later - so they're being run by Jeff Ettinger, interim CEO? Chair Gary C. Bhojwani, Elsa A. Murano, Ph.D., William A. Newlands (also lead director), Debbra L. Schoneman, Steven A. WhiteThe one black guy on the board - Steve White - who works at Comcast, is somehow qualified to be on Hormel board, and is on BOTH the audit committee AND governance committeeThe conveyor belt that spit pieces of metal as large as 17mm long into “fire braised chicken” sent to hotels and restaurantsCervoMed appoints McKinsey veteran David Quigley to board of directors - WHO DO YOU BLAME? Board is 2 VCs, a longtime biotech CFO, and five MD/PhDs. And among those 8, there are just two woman - the co-founder/wife of the CEO and a VC. And when they did their search, they could only find a longtime professional opinion haver - a consultant from the big three?Nominating committee for lack of imaginationEx or current McKinsey, Bain, and BCG employed directors - the opinion industrial complex - make up a whopping 4% of ALL US DIRECTORSAmong boards with MULTIPLE ex opinion directors: Kohl's is 25% consultantStarbucks is 27% consultantDisney is 30% consultantsWilliams-Sonoma is 38% consultantCBRE is 40% consultant!Nominating committee chair Jane Hollingsworth, for not looking around the room and saying, “hey dudes, can we add, like, maybe, ONE other lady?”Co founders Sylvie Gregoire and John Alam (also CEO) who own 17.3% of voting power - add in Josh Boger, board chair and 12.3% voter, and you basically have the CEO daddy and his buddy Josh with 29.6% of voting controlSylvie and John's bios, which neglect to mention they're married to one anotherWe are all terrified of the future - which headline is worse for your terror? WHO DO YOU BLAME?The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO saysBill Gates Says Climate Change ‘Will Not Lead to Humanity's Demise' - ostensibly because billionaires in bunkers will, in fact, survive on cans of metal-filled Hormel chili.Sorry, Yoda. Mentors are going out of styleMan Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His HouseJennifer Garner's baby food company is going public on the NYSE — should investors be putting their eggs in this basket?Woman Repeatedly Warned by Canadian Exchange Not to Transfer Crypto, Gets Scammed AnywayOpenAI completes restructure, solidifying Microsoft as a major shareholder - MSFT owns 27%, the non profit which controlled the company “for the benefit of humanity” now will only control it for 26% of humanity?Tesla risks losing CEO Musk if $1 trillion pay package isn't approved, board chair says - IF MUSK LEAVES, WHO DO YOU BLAME?Robyn Denholm, board chair, whose job it is to manage Musk, but does it like an overwhelmed permissive mother who parents with chocolate and Teletubbies when the kid has a tantrumKimbal Musk - I was told by a bunch of directors and institutional investors at a conference, no joke, that Kimbal was still on the board (ie, not voted out) to control his brother's ketamine intake and crazy episodes. So if he throws a tantrum and leaves, isn't it bro's fault? This is a binary trade - Musk gets extra pay/control, stock goes up and isn't de-meme'd. Musk doesn't, he leaves and the stock is de-meme'd and drops arguably by 66% or more to be more like a car company with some tech. So do we blame investors, no matter what they do? They meme'd the stock in the first place, he couldn't get a trillion extra dollars if they hadn't pumped up the stock - and now they could vote with humanity (no pay) or meme capitalism (pay)!Techbro middle school conservatism - is this Ben Shapiro and Joe Rogan's fault? A Yale economist paper suggests that Musk's politics cost between 1 and 1.26 million Tesla car sales… Would we even be worried if Musk stayed out of politics? Wouldn't the market have just paid him whatever?Pop quiz: which directors stay on the board if Musk leaves in a tantrum?Jeffrey StraubelKimbal MuskRobyn DenholmJames MurdochKathleen Wilson-ThompsonIra EhrenpreisJack HartungJoe Gebbia

Rob Black and Your Money - Radio
Stocks Touch Record Highs After Round Of Strong Earnings

Rob Black and Your Money - Radio

Play Episode Listen Later Oct 28, 2025 33:00


Shares of United Parcel Service and Wayfair gained 7 percent and 20 percent respectively after their results, About one-third of S and P 500 companies have reported and of those 83 percent have beaten earnings expectations, More set to report this week including Alphabet, Amazon, Apple, Meta Platforms and Microsoft

Rob Black & Your Money
Stocks Touch Record Highs After Round Of Strong Earnings

Rob Black & Your Money

Play Episode Listen Later Oct 28, 2025 33:00


Shares of United Parcel Service and Wayfair gained 7 percent and 20 percent respectively after their results, About one-third of S and P 500 companies have reported and of those 83 percent have beaten earnings expectations, More set to report this week including Alphabet, Amazon, Apple, Meta Platforms and MicrosoftSee omnystudio.com/listener for privacy information.

Free Speech Arguments
May Burdensome Disclosure Laws Create a De Facto Ban on Political Ads? (State of Washington v. Meta Platforms, Inc.)

Free Speech Arguments

Play Episode Listen Later Oct 28, 2025 59:42


Episode 38: State of Washington v. Meta Platforms, Inc.State of Washington v. Meta Platforms, Inc., argued before the Supreme Court of Washington on October 28, 2025. Argued by Robert McKenna (on behalf of Meta Platforms, Inc.) and Cristina Sepe, Deputy Solicitor General of the State of Washington (on behalf of State of Washington) .Background of the case, from the Supplemental Brief of Petitioner Meta:The campaign finance law at issue here has made it irrational and unworkable for digital platforms to carry political ads targeting Washington state and local elections. Major platforms have banned these ads as a result. The law tips the scales against disempowered political actors who need low-cost but effective digital advertising to communicate with voters. And the State has failed to justify that result under the First Amendment.In 2018, the State expanded the Fair Campaign Practices Act (FCPA) to impose burdensome disclosure obligations on “digital communication platforms.” The State now requires such platforms to maintain extensive information about any advertisement in the last five years that constitutes “political advertising,” and disclose this information upon request to any person or entity—anywhere in the world and at any time—within two business days. Candidates and campaigns, meanwhile, have less demanding disclosure obligations.And even minor noncompliance carries significant penalties for platforms: Based on its failure to timely satisfy 12 requests for information from just three individuals, Meta faces a $35 million judgment. There is no reason for Meta—or any other platform operator—to incur the threat of massive penalties (and high compliance costs), by continuing to carry ads that provide very little revenue. It is no surprise, then, that Meta and others banned Washington political ads from their platforms.Statement of the Issues, from the Supplemental Brief of Petitioner Meta:Whether the FCPA and implementing regulations violate the First Amendment because they impose unjustifiable burdens on digital communication platforms and fail to further the State's purported interest in educating its electorate about political ad purchasers and their expenditures through narrowly tailored means. See RCW 42.17A.345(1); WAC 390-18-050 (together, “disclosure law”).Whether a penalty imposed for violating the disclosure law's obligation to provide responsive information “promptly upon request” should be calculated based on the number of requests or the number of ads subject to each request.Whether a $35 million judgment against Meta for failing to respond to 12 requests with every piece of required information within two business days is an unconstitutionally excessive fine under the Eighth Amendment.Resources:Institute for Free Speech amicus brief in Meta v. State of WashingtonDisclosure law text (RCW 42.17A.345)Disclosure law text (WAC 390-18-050)Supplemental Brief of Petitioner MetaSupplemental Brief of Respondent State of WashingtonThe Institute for Free Speech promotes and defends the political speech rights to freely speak, assemble, publish, and petition the government guaranteed by the First Amendment. If you're enjoying the Free Speech Arguments podcast, please subscribe and leave a review on your preferred podcast platform. To support the Institute's mission or inquire about legal assistance, please visit our website: www.ifs.org

Radio Monaco - La Tendance des Marchés
Un terrain d'entente semble avoir été trouvé entre la Chine et les Etats-Unis ce week-end

Radio Monaco - La Tendance des Marchés

Play Episode Listen Later Oct 28, 2025 1:13


Les investisseurs semblent rassurés après les signes de détente commerciale entre les deux pays.Après des semaines de tension, les négociateurs américains et chinois se sont déclarés proches d'un accord, notamment sur les terres rares.Cette avancée intervient juste avant la rencontre entre Donald Trump et Xi Jinping prévue ce jeudi.En réaction, l'eurostoxx50 a fini en hausse de 0.60%, et à la clôture européenne, le S&P500 grimpait de près de 1%.Du coté des taux américains, avec une inflation moins élevée que prévu, les investisseurs s'attendent demain avec une probabilité de près de 97% à ce que la Fed abaisse ses taux de 25 points de base.Du coté des publications de résultats, les investisseurs retiennent leur souffleCinq des « 7 Magnifiques », Apple, Microsoft, Alphabet, Amazon et Meta Platforms, dévoileront leurs comptes demain et jeudi soir. Les investisseurs seront attentifs à leurs perspectives en matière de développement de l'intelligence artificielle. Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Mercado Abierto
Resumen del día en Wall Street

Mercado Abierto

Play Episode Listen Later Oct 27, 2025 7:40


Analizamos los más destacado del mercado estadounidense de la mano de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares con vistazo a American Water Works, Huntington Bancshares, Apple, Amazon, Alphabet, Microsoft y Meta Platforms, BOEING y Bristol Myers.

Cierre de mercados
Cierre de Mercados: 27/10/2025

Cierre de mercados

Play Episode Listen Later Oct 27, 2025 53:59


Las acciones mundiales suben el lunes, mientras que activos de refugio como el oro y los bonos caen. Las señales de enfriamiento de las tensiones comerciales entre China y Estados Unidos animan a los inversores, marcando un fuerte inicio de una semana protagonizada por las reuniones de los bancos centrales y los resultados de las compañías de megacapitalización. Se espera que la Reserva Federal recorte los tipos de interés en 25 puntos básicos después de que los precios al consumo en Estados Unidos aumentaran algo menos de lo esperado en septiembre, pero el cierre del Gobierno y su impacto en los datos siguen siendo motivo de preocupación. La parte más ajetreada de la temporada de resultados en Estados Unidos está a punto de comenzar y compañías de megacapitalización como Microsoft, Apple, Alphabet, Amazon y Meta Platforms presentarán sus resultados esta semana. Lo analizamos con Gabriel López, de Inverdif. Hablamos también de estrategia con Carlos Santiso gestor de fondos de inversión en Andbank Wealth Management.

Becker Group C-Suite Reports Business of Private Equity
Meta Platforms, Google, Apple, & Microsoft 10-25-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Oct 25, 2025 2:06


In this episode, Scott Becker highlights the continued strength of Meta, Google, Apple, and Microsoft as they post strong year-to-date gains and maintain massive market caps.

Becker Group Business Strategy 15 Minute Podcast
Meta Platforms, Google, Apple, & Microsoft 10-25-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Oct 25, 2025 2:06


In this episode, Scott Becker highlights the continued strength of Meta, Google, Apple, and Microsoft as they post strong year-to-date gains and maintain massive market caps.

Business Pants
Musk's robot army, East Wing payoffs vs. NBA scandals, and Benioff the Protector

Business Pants

Play Episode Listen Later Oct 24, 2025 63:11


Story of the Week (DR):Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boota one-time equity award (the Award), consisting of Restricted Stock Units (RSUs) with a grant date value of $25 million and 1.055 million Citigroup stock optionsthe Compensation, Performance Management and Culture CommitteeDuncan P. Hennes (Chair)*Peter B. Henry*Other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)Renée J. JamesOther directorships: Oracle Corporation, Sabre Corporation, Vodafone Group Plc, President's National Security Telecommunications Advisory Committee (Member and Prior Chair), and University of Oregon (Trustee)Gary M. Reiner*Diana L. Taylor*Other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Casper W. von KoskullCommittee Meetings in 2024: 15Citi elected CEO Jane Fraser as ChairJohn Dugan, who served as Chair of Citi's Board since 2019, will become Lead Independent DirectorCEO armies MMElon Musk Wants ‘Strong Influence' Over the ‘Robot Army' He's BuildingIn a Tesla earnings call Wednesday, the world's richest man pondered the future of his company's Optimus robots—and his control over them.“If we build this robot army, do I have at least a strong influence over this robot army?” he told investors. “Not control, but a strong influence… I don't feel comfortable building that robot army unless I have a strong influence.”His repeated use of the word “army” certainly stands out, suggesting the robot could eventually be used as a weapon. Is Musk considering having his robots be deployed as soldiers?Elon Musk Threatens to Leave Tesla if Shareholders Don't Approve His Trillion-Dollar Pay Package – Warns, “Which Other Automotive CEO Would You Like to Run Tesla Because It Won't Be Me”Secret Plans Reveal Amazon Plot to Replace 600,000 Workers With Robot ArmyThe ongoing CEO/Trump Oligarchical BromanceTrump pardons convicted Binance founder Changpeng ZhaoZhao, who is widely known as CZ, had pleaded guilty in 2023 to enabling money laundering while CEO of the huge cryptocurrency exchange.Zhao's plea was part of a $4.3 billion settlement Binance reached with the DOJ in 2023.The pardon of Zhao, widely known as CZ, came two months after The Wall Street Journal reported that the Trump family's own crypto venture, which has generated about $4.5 billion since the 2024 election, has been helped by “a partnership with an under-the-radar trading platform quietly administered by Binance.”NBC News, citing a public disclosure filing from Monday, reported that Binance in September had retained the services of the lobbyist Charles McDowell, who is a friend of the president's son, Donald Trump Jr.Trump calls off planned 'surge' of federal forces in San Francisco after talking to Jensen Huang and Marc BenioffHere are the donors contributing to Trump's White House ballroomIn summary: techbros, oil, tobacco, cryptoCorporationsAltria Group, tobacco (donated $1 million to Trump's 2025 inauguration fund)Amazon (donated $1 million to Trump's 2025 inauguration fund)Apple (donated $1 million to Trump's 2025 inauguration fund)Booz Allen HamiltonCaterpillarCoinbase (donated $1 million to Trump's 2025 inauguration fund)In February, the SEC dropped a pending case against the firm.Comcast Corporation (donated $1 million to Trump's 2025 inauguration fund)Google (donated $1 million to Trump's 2025 inauguration fund)$22 million toward the ballroom came from a settlement Trump reached with the Google-owned video site YouTube, ending a lawsuit he brought over the company's 2021 decision to suspend his account in the wake of the Jan. 6, 2021, attack on the U.S. Capitol.Hard Rock InternationalHP Inc.Lockheed MartinIn an emailed statement, the company said it was “grateful for the opportunity to help bring the President's vision to reality and make this addition to the People's House, a powerful symbol of the American ideals we work to defend every day.”Meta Platforms (donated $1 million to Trump's 2025 inauguration fund)In January, Meta agreed to pay $25 million to settle a 2021 lawsuit brought by Trump that alleged the company's suspension of his social media accounts after the Jan. 6, 2021, attack on the U.S. Capitol amounted to an act of censorship.Micron Technology (donated $1 million to Trump's 2025 inauguration fund)MicrosoftNextEra Energy (donated $1 million to Trump's 2025 inauguration fund)Palantir TechnologiesHas won hundreds of millions of dollars in new and expanded business since Trump's second term began, including contracts at the FAA, CDC, and further contracts with the U.S. military.Ripple (donated $4.9 million to Trump's 2025 inauguration fund)In March, the company's CEO announced that the SEC would drop its long-running litigation over whether its cryptocurrency is a security.Reynolds American, tobacco company.T-MobileTether AmericaThe company, which has ties to Commerce Secretary Howard Lutnick, is the issuer of the world's largest stablecoin, a type of cryptocurrency designed to hold a steady value.Union Pacific RailroadIndividualsStefan E. Brodie: an American businessman, convicted felon, and political donor known for co-founding The Bro-Tech Corporation (Purolite Company), a chemical manufacturing firmHarold Hamm: the billionaire oil executive played a key role in helping Trump raise funds from oil industry donors during the 2024 electionBenjamin Leon Jr., the health-care company founder was nominated as U.S. Ambassador to Spain in March.The Lutnick Family: Commerce Secretary Howard Lutnick is a billionaire and former Wall Street executive.Isaac “Ike” Perlmutter: former Marvel NEO who donated over $25 million towards the 2024 Republican campaign.Stephen A. Schwarzman: Blackstone CEO who donated $40 million to Republican organizations for last year's election.Konstantin Sokolov: private equity investor.Kelly Loeffler and Jeff Sprecher: Loeffler is head of the Small Business Administration; Sprecher is CEO/CHair/founder of Intercontinental ExchangePaolo Tiramani: founder of prefabricated homes company BOXABL Cameron Winklevoss and Tyler Winklevoss: co-founders of crypto platform Gemini.Activist investor group that includes Travis Kelce aims to revive struggling Six FlagsTravis Kelce is part of an activist investor group (with JANA Partners and others) that has acquired roughly a 9 % economic interest in Six Flags. The group's stated intention is to engage with Six Flags' management and board to improve performance, guest experience, marketing, etc. In the reporting by Reuters, it explicitly says that “Consumer executive Glenn Murphy and technology executive Dave Habiger … could, along with Kelce, serve as potential board nominees.”Goodliest of the Week (MM/DR):DR: Hundreds of Power Players, From Steve Wozniak to Steve Bannon to Richard Branson, Just Signed a Letter Calling for Prohibition on Development of AI Superintelligence"Nobody developing these AI systems has been asking humanity if this is OK."The letter cites recent polling from FLI, which was cofounded by the Massachusetts Institute of Technology professor Max Tegmark, showing that only five percent of Americans are in favor of the rapid and unregulated development of advanced AI toolsMM: Linda McMahon mixed up AI and A.1. — so of course now the steak sauce is all over itAssholiest of the Week (MM):Robot armies DRSecret Plans Reveal Amazon Plot to Replace 600,000 Workers With Robot ArmyElon Musk defends $1 trillion pay package: ‘I just don't feel comfortable building a robot army here and then being oustedMeta tells some employees their jobs are being replaced by tech: read the memoAWS Outage That Took Down Internet Came After Amazon Fired Tons of Workers in Favor of AIUS firm's Star Wars-style humanoid robot soldier brings sci-fi to battlefield2024: What Is a ‘Clanker'? New Slur for Robots Catches On (it's also from Star Wars)Fake retirementJeff Bezos Says He's the 'Least Retired Person in the World'...And He'll 'Never Retire Because Work Is Too Much Fun'In our data, there are 251 US board chairs that are executives at the company, WERE the CEO, but are NOT the CEO now - that's 251 Jeff Bezos' who get paid like a CEO to work how they want without any accountabilityThey don't give press conferences or earnings callsThey don't answer to the CEO, they answer to themselvesThey control the board without having to answer to it122 of them are NOT family or founder firms - meaning they were just the CEO and they're sticking aroundThat includes Donald Umpleby at CaterpillarAt Schwab, Charles Schwab is a CO-chair with ex-CEO Walter Bettinger II, and the board has a THIRD CEO on it in Richard WursterThe average TSR performance of these people is .477 - below averageIn zero situations is it worth having any of these people on the boardBoysTrump says Jensen Huang and Mark Benioff helped convince him not to send troops to San FranciscoCiti CEO's $25 Million Bonus Is Excessive, Top Bank Analyst Mike Mayo SaysElon Musk got feisty about his $1 trillion pay package in the final minutes of Tesla's earnings callMicrosoft CEO Satya Nadella's annual pay jumps to $96.5 millionPalmer Luckey says he told Anduril investors they can't complain if he takes time off to be on 'Survivor'Elon Musk Accuses Head of NASA of Being “Gay”Bill Ackman calls Trump the 'most pro-business president we've ever had'Integrity for sportsWhile the Trump Administration inserts itself in every crypto venture with no oversight, openly insider trades, and Congress does the same, heaven forbid it happen in sports… Chauncey Billups, others arrested in FBI probe linking NBA to Mafia gambling ringHeadliniest of the WeekDR: Airbnb CEO Brian Chesky has one question he likes to ask every entrepreneur: ‘Why does your company deserve to exist?'MM: SPEED ROUNDTesla recalls over 63,000 Cybertrucks due to the front lights being too brightMosquitoes found in Iceland for first timeCracker Barrel CEO Says Logo Update Wasn't 'Woke' — Just Easier to ReadReading IS woke!McDonald's CEO says he eats at the chain '3 or 4 times a week'Who Won the Week?DR: obviously JaneMM: MosquitosPredictionsDR: In 2070, future MetaSoul (née Facebook/Meta Platforms) CEO August Zuckerberg has one question she likes to ask every non-AI human: ‘Why do you deserve to exist?'MM: McDonald's CEO Chris Kempczinski goes from his reported weight of 158lbs to 220lbs inside a year

The Daily Scoop Podcast
An open letter against superintelligent AI

The Daily Scoop Podcast

Play Episode Listen Later Oct 23, 2025 5:13


An open letter released Wednesday has called for a ban on the development of artificial intelligence systems considered to be “superintelligent” until there is broad scientific consensus that such technologies can be created both safely and in a manner the public supports. The statement, issued by the nonprofit Future of Life Institute, has been signed by more than 700 individuals, including Nobel laureates, technology industry veterans, policymakers, artists, and public figures such as Prince Harry and Meghan Markle, the Duke and Duchess of Sussex. The letter reflects deep and accelerating concerns over projects undertaken by technology giants like Google, OpenAI, and Meta Platforms that are seeking to build artificial intelligence capable of outperforming humans on virtually every cognitive task. According to the letter, such ambitions have raised fears about unemployment due to automation, loss of human control and dignity, national security risks, and the possibility of far-reaching social or existential harms. “We call for a prohibition on the development of superintelligence, not lifted before there is broad scientific consensus that it will be done safely and controllably, and strong public buy-in,” the statement reads. Signatories include AI pioneers Yoshua Bengio and Geoffrey Hinton, both recipients of the Turing Award, Apple co-founder Steve Wozniak, businessman Richard Branson, and actor Joseph Gordon-Levitt. Pentagon personnel could soon be told to participate in new training programs designed to prepare them for anticipated advancements in biotechnology and its convergence with other critical and emerging technologies, like quantum computing and AI. House lawmakers recently passed an amendment en bloc in their version of the fiscal 2026 National Defense Authorization Act that would mandate the secretary of defense to set up such trainings, no later than one year after the legislation's enactment. Biotechnology refers to a multidisciplinary field that involves the application of biological systems or the use of living organisms, like yeast and bacteria, to produce products or solve complex problems. These technologies are expected to revolutionize defense, energy, manufacturing and other sectors globally in the not-so-distant future — particularly as they are increasingly paired with and powered by AI. And while the U.S. historically has demonstrated many underlying strengths in the field, recent research suggests the government may be falling behind China, where biotechnology research efforts and investments have surged since the early 2000s. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

InvestTalk
When and How to Change Financial Advisors

InvestTalk

Play Episode Listen Later Oct 22, 2025 44:47 Transcription Available


I will provide a comprehensive guide for investors so you can assess the performance of your current financial advisor... including communication skills and fee structure. I'll also outline the necessary steps for a smooth and compliant transition to a new wealth management professional. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Medtronic plc (MDT), When and How to Change Financial Advisors, American Financial Group, Inc. (AFG), Meta Platforms, Inc. (META), Volatility, Vale S.A. (VALE), Teleflex Incorporated (TFX), Spending, Apple Inc. (AAPL), Gold.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 22-Oct

FactSet U.S. Daily Market Preview

Play Episode Listen Later Oct 22, 2025 5:00


S&P futures are up +0.1% and pointing to another flat open. Asian equities were mostly lower today. Greater China markets underperformed due to weakness in tech names and ongoing concerns about China's economic recovery. Australia's ASX fell sharply as gold miners tracked steep losses in the precious metals market. European equity markets also opened lower. The FTSE 100 stood out with a +0.7% advance, supported by strength in miners and energy stocks as oil prices climbed. Companies Mentioned: GE Vernova, Alphabet, Meta Platforms

Stansberry Investor Hour
How to Bottom Fish and Find Turnarounds

Stansberry Investor Hour

Play Episode Listen Later Oct 13, 2025 64:50


On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Whitney Tilson back to the show. Whitney is the editor of multiple newsletters at Stansberry Research, including our flagship Stansberry's Investment Advisory, Commodity Supercycles, and the free Whitney Tilson's Daily. Whitney kicks things off by discussing how he became a "make money" investor, his simple method for picking winning stocks, and a few lessons he has learned from decades in the market. He advises listeners to let their winners run and to hold them for a long period of time, as that's the only way to outperform index funds. Whitney also shares the story of missing out on Netflix's 100-bagger gains, makes a bullish case for Salesforce, and gives his thoughts on particular players in the AI space, such as Palantir Technologies. (0:00) Next, Whitney talks about the cannabis stock bubble, scam Chinese stocks, and why he's "pounding the table" on Alphabet and Meta Platforms. Using Adobe as an example, he tells listeners to start considering how AI will affect existing businesses and their share prices, especially if it's in negative ways. Plus, he goes in depth on index funds – their benefits, how his strategy has shifted to include market-cap-neutral funds, and which funds he likes today. (22:28) Finally, Whitney explains the power of compounding and discusses the opportunity today in clothing maker Lululemon. Despite "really struggling with" the stock, he believes it could be a big winner down the line. The secret, Whitney says, is finding good companies with headwinds that knock the stock way down but that are temporary. And to close the show out, Whitney covers the pitfalls of short selling, why you should never bet against companies that make products people love, and his most speculative stock idea today. (41:59)

Stansberry Investor Hour
How to Bottom Fish and Find Turnarounds

Stansberry Investor Hour

Play Episode Listen Later Oct 13, 2025 64:50


On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Whitney Tilson back to the show. Whitney is the editor of multiple newsletters at Stansberry Research, including our flagship Stansberry's Investment Advisory, Commodity Supercycles, and the free Whitney Tilson's Daily. Whitney kicks things off by discussing how he became a "make money" investor, his simple method for picking winning stocks, and a few lessons he has learned from decades in the market. He advises listeners to let their winners run and to hold them for a long period of time, as that's the only way to outperform index funds. Whitney also shares the story of missing out on Netflix's 100-bagger gains, makes a bullish case for Salesforce, and gives his thoughts on particular players in the AI space, such as Palantir Technologies. (0:00) Next, Whitney talks about the cannabis stock bubble, scam Chinese stocks, and why he's "pounding the table" on Alphabet and Meta Platforms. Using Adobe as an example, he tells listeners to start considering how AI will affect existing businesses and their share prices, especially if it's in negative ways. Plus, he goes in depth on index funds – their benefits, how his strategy has shifted to include market-cap-neutral funds, and which funds he likes today. (22:28) Finally, Whitney explains the power of compounding and discusses the opportunity today in clothing maker Lululemon. Despite "really struggling with" the stock, he believes it could be a big winner down the line. The secret, Whitney says, is finding good companies with headwinds that knock the stock way down but that are temporary. And to close the show out, Whitney covers the pitfalls of short selling, why you should never bet against companies that make products people love, and his most speculative stock idea today. (41:59)

Oral Arguments for the Court of Appeals for the Federal Circuit

Adnexus Inc. v. Meta Platforms, Inc.

Motley Fool Money
Apple's Headset Strategy & Tesla's EV Sales Windfall

Motley Fool Money

Play Episode Listen Later Oct 3, 2025 42:01


We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla's latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Apple's headset strategy - Tesla's delivery numbers - Earnings trends to watch - Over/Under Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Bruin Success
Integrity Across Industries: Purpose-Driven Leadership from DOJ to Meta with Joseph Vardner '06

Bruin Success

Play Episode Listen Later Oct 3, 2025 44:50


Joseph Vardner '06 is Director of Integrity Risk Management at Meta Platforms, Inc, where he leads a team focused on trust & safety product compliance. He is helping to set new standards for how trust & safety compliance is established and scaled across the globe. He is a current board member of the UCLA Alumni Board and the National LGBT Bar Association. Vardner graduated from UCLA with a degree in civil engineering and received his law degree from Harvard Law School. He has worked as an engineer, a DOJ attorney, at a law firm, and in-house at two companies. At the US DOJ Antitrust Division, he received the Attorney General's Award for Distinguished Service for his work enforcing competition laws in the credit card industry.Follow for more stories of Bruin Success:IG: @bruinsuccesspodcastalumni.ucla.edu/bruin-success-podcast/The Bruin Success Podcast is hosted and produced by Sara Mosgrove '18 and Lily Rosenberg '18, and brought to you by the UCLA Alumni Association. Thank you to our sustaining donors.

Hammer + Nigel Show Podcast
YouTube Settled Lawsuit w/ Trump

Hammer + Nigel Show Podcast

Play Episode Listen Later Sep 30, 2025 5:05 Transcription Available


The settlement with YouTube is the second-largest among the lawsuits brought by Trump against tech companies, with the largest being the $25 million settlement with Meta Platforms.See omnystudio.com/listener for privacy information.

Digital Finance Analytics (DFA) Blog
Close To Full Ponzi? Bubbles, Bubbles Everywhere; But Will They Pop Or Not?

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Sep 27, 2025 31:18


This is our weekly market update where we start in the US, cross to Europe and Asia, and end in Australia, covering commodities and crypto along the way. As artificial intelligence stocks such as Nvidia, Meta Platforms, Microsoft and Alphabet push higher and higher, and even tech laggards such as Oracle and Intel suddenly catch … Continue reading "Close To Full Ponzi? Bubbles, Bubbles Everywhere; But Will They Pop Or Not?"

TD Ameritrade Network
Tech Reporter Weighs on TikTok Deal & META's Smart Glasses

TD Ameritrade Network

Play Episode Listen Later Sep 18, 2025 7:37


William Antonelli believes that American ownership of TikTok won't lead to substantial change in the app or its content. He makes the case that an Oracle (ORCL) or likeminded ownership will still have ByteDance connections that can't be removed. William later notes Meta Platforms' (META) Connect event where it showed off its new smart glasses. He doesn't see the tech being a huge money maker for Meta but notes that it helps showcase Meta's innovation beyond social media.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Bloomberg Talks
Meta Platforms Chief Product Officer Chris Cox Talks Meta Connect

Bloomberg Talks

Play Episode Listen Later Sep 18, 2025 8:09 Transcription Available


Meta Platforms Chief Product Officer Chris Cox discusses Meta Connect glasses and what AI should be doing for the public. Cox spoke with Bloomberg's Ed Ludlow.See omnystudio.com/listener for privacy information.

WSJ Tech News Briefing
Meta's AI Recruiting Spree Leads to Internal Tensions

WSJ Tech News Briefing

Play Episode Listen Later Sep 12, 2025 12:33


Tech heavyweight Meta Platforms spent millions of dollars this summer recruiting AI stars, but they're sparking tension with the company's old guard. WSJ reporter Meghan Bobrowsky joins us to discuss. Plus, you may not need to replace your old iPhone yet—you could save a lot of money by simply updating or repairing it. Belle Lin hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Daybreak: US Edition
Instant Reaction: Google Doesn't Have to Sell Chrome in Antitrust Ruling

Bloomberg Daybreak: US Edition

Play Episode Listen Later Sep 2, 2025 14:31 Transcription Available


Alphabet’s Google will have to share some of its search data with competitors, but will not have to sell its popular Chrome web browser, a federal judge ruled Tuesday in the Justice Department’s landmark antitrust case against the search engine. The ruling allows Google to avoid one of the most severe remedy requests from the US government after the court found the company had an illegal monopoly in the search market. Judge Amit Mehta did bar Google from entering into exclusive contracts for internet search.The finding follows Mehta’s ruling last year that Google illegally monopolized the markets for online search and search advertisements. Mehta held a three-week hearing in April to determine a fix.The order is one of the most monumental court decisions affecting the tech sector in more than a quarter century, and could offer a blueprint for other judges who may end up weighing similar choices in cases against Meta Platforms, Amazon and Apple.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg Intelligence Global Head of Technology Research Mandeep Singh and Bloomberg News Senior Executive Editor for Global Tech Tom Giles See omnystudio.com/listener for privacy information.

Ralph Nader Radio Hour
Up in Arms

Ralph Nader Radio Hour

Play Episode Listen Later Aug 23, 2025 88:06


Ralph welcomes Ben Cohen (anti-war activist and ice cream entrepreneur) to discuss his new campaign, "Up in Arms," which advocates for a common-sense Pentagon budget. Then, Ralph speaks to Guardian columnist Arwa Mahdawi about her recent piece: "When will we finally admit: the Gaza death toll is higher than we've been told."Ben Cohen is an entrepreneur, philanthropist, and longtime anti-war activist. He is a co-founder of the ice cream company Ben & Jerry's and a prominent supporter of progressive causes. He is co-founder of Up In Arms, a public education and advocacy campaign pushing for a common-sense approach to military budgeting. In May of this year, Ben was arrested by Capitol Police after he interrupted Robert F. Kennedy Jr.'s testimony by screaming,”Congress kills poor kids in Gaza by buying bombs and pays for it by kicking kids off Medicaid.”We're up in arms because the government has taken the kindness, the heart, the soul of the American people and essentially replaced it with so many bombs that there's no rational use for them. They've turned us all into mass murderers.Ben CohenYou know, politicians starting from Reagan are fond of saying “a nuclear war cannot be won and must never be fought.” And then they turn around and spend $100 billion a year on a nuclear arsenal that's capable of blowing up the entire world several times over. So they say one thing and they do another. I mean, a nuclear arsenal capable of blowing up the entire world several times over? That's not deterrence. That's delusion.Ben CohenI just go back to the moral issue of our time, which is Gaza—two-thirds of the American people don't support continuing to arm Israel. And we need to make our politicians pay the price for continuing to arm Israel… We have a midterm election coming up. If your guy voted to continue to essentially facilitate the genocide, vote them out.Ben CohenWhen you have more money than is needed, you tend to invite corruption, cost overruns, machinery that doesn't work, and I would advise that you look into why the GAO and the Pentagon auditors are being asked to do fewer audits of the military budget. Because there's almost a direct correlation between throwing money at a government program (especially at that scale) and corruption. And corruption is understandable to everybody. It's the number one political issue all over the world, when the pollsters poll.Ralph NaderArwa Mahdawi is a columnist for the Guardian and author of Strong Female Lead: Lessons from Women in Power. Here is her recent piece on the genocide in Gaza: “When will we finally admit: the Gaza death toll is higher than we've been told” (The Guardian, August 8, 2025)To be fair, the New York Times, Washington Post, and Wall Street Journal have published some pretty devastating reports from their reporters in that area. They've put out some devastating features on what's going on [in Gaza], but it doesn't translate into editorial denunciation by these papers. And it doesn't translate into taking the next step and doing what they would do in other conflicts around the world where there isn't so much prejudice and domestic pressureRalph NaderI'm an opinion writer, but as journalists, you're always supposed to report facts. And the fact is: we have absolutely no idea how many people are dead in the Gaza Strip. But there are plenty of studies (which I reference in the article—one Lancet peer-reviewed study, one letter to the Lancet by a highly-respected scientist, one empirical study by Michael Spagat) which show that the death count is a lot higher. So I truly believe that unless you're saying “the official figure from the Ministry of Health is around 60,000 but studies show it is probably much higher,” then that's just journalistic malpractice.Arwa MahdawiI think there's just this instinct to believe that Palestinians are lying and Israelis are telling the truth. And it also goes back to…this isn't just Israel's war, this is America's war as well. And this desire to see America as the good guys—we're the good guys, the Palestinians are the bad guys. And to have this black-and-white narrative where, obviously, we're the good guys, you know, and so if the Palestinian narrative casts doubt on that, then it must be wrong.Arwa MahdawiI always suggest that people write to the media outlets and say that they want to see more Palestinian narratives, they want the media outlets to voice their concern that foreign reporters are not being let in, that more aid workers are not being let in, that pictures are not coming out.Arwa MahdawiThere are very few pictures coming out of the scale of this destruction in Gaza, but when you see the ones that do come out, it is very, very obvious that there are more than 60,000 people dead.But there seems to be this lack of curiosity with some of my peers. Why aren't they asking, “Why aren't we seeing more pictures?” There should be nonstop outrage that their press freedom is being stifled like this and so many Palestinian journalists are being slaughtered.Arwa MahdawiNews 8/22/25* Last Thursday, during an event in her Masscusetts congressional district, Congresswoman Katherine Clark – who holds the position of House Minority Whip, making her the number two Democrat in the House – called Israel's campaign in Gaza a “genocide,” per Axios. According to Zeteo, this makes Clark the 14th member of Congress to use the “g word.” Lest she be accused of bravery however, Clark quickly walked back her comments. In a statement to the Jewish News Syndicate, Clark said “last week, while attending an event in my district, I repeated the word ‘genocide' in response to a question…I want to be clear that I am not accusing Israel of genocide.” This incident illustrates the cross-cutting pressures facing Democratic Party leaders. This divide will be on the agenda again at the DNC meeting on August 26th, where among other issues, party leaders will vote on competing resolutions to lay out the Democrats' position on Gaza. Allison Minnerly, the progressive DNC delegate sponsoring the resolution to end arms shipments to Israel, is quoted saying “Our voters…are saying that they do not want U.S. dollars to enable further death and starvation anywhere across the world, particularly in Gaza…I don't think it should be a hard decision for us to say that clearly,” per the Intercept.* Even as Democrats wrestle with their position on Gaza, the politics are clearly shifting. The Reject AIPAC coalition has released a new statement saying that among Democrats, AIPAC is now a “toxic pariah.” As evidence of this, Reject AIPAC cites the fact that only 14 House Democrats attended the AIPAC-sponsored Israel trip this year. According to Mondoweiss, “In 2023, the lobbying group brought 24 House Dems to Israel over recess. In 2019, over 40 attended.” Reject AIPAC also cites the fact that Reps. Valerie Foushee and Maxine Dexter, both recipients of millions of AIPAC dollars, voted to block arms to Israel and Foushee is even now rejecting AIPAC money. As these small victories mount, the horizon of possibility for movement within the party grows ever wider.* Last week, Tom Artiom Alexandrovich – a senior department head in Israel's National Cyber Directorate – was arrested in a “multi-agency operation targeting child sex predators,” in Clark County, Nevada according to the Las Vegas Metropolitan Police Department. According to Reuters, “Alexandrovich faces a felony charge of luring or attempting to lure a child or mentally ill person to commit a sex act ‘with use of computer technology.'” Yet, inexplicably, Alexandrovich was released by U.S. authorities and is back in Israel. This set off a firestorm in the U.S., with many accusing the Trump administration of facilitating Alexandrovich's release. The State Department was forced to issue a statement denying these claims, stating that Alexandrovich "did not claim diplomatic immunity and was released by a state judge…Any claims that the U.S. government intervened are false." The AP adds that the “Israeli Embassy in Washington and the Israeli Prime Minister's Office did not immediately return messages.” Disturbingly, the mainstream media seems to be purposely ignoring this case. While it has been covered by the Guardian, the Times of Israel, and Haaretz, there has been zero coverage in the New York Times or Washington Post, or ABC, NBC, or CBS. This media blackout adds fuel to the speculation that this case is being tamped down by the administration for political reasons.* Another troubling story regarding minors on the internet comes to us from Mark Zuckerberg's Meta AI. According to Reuters, internal documents from Meta Platforms detail “policies on chatbot behavior…[permitting] the company's artificial intelligence creations to ‘engage a child in conversations that are romantic or sensual,' generate false medical information and help users argue that Black people are ‘dumber than white people.'” Former Federal Trade Commission Chair Lina Khan called these reports “disturbing” and cited a legal complaint filed by the FTC to the Justice Department against Snap in January, under her leadership, “charging that [Snap's] AI chatbot was creating risks and harms for young users.” Khan noted that the “DOJ hasn't filed the case or taken any steps to protect these kids,” and demanded that “Any lawmaker concerned about big tech's abuse of kids should ask what is going on.” The administration's lack of action on these issues indicates that despite their rhetorical inveighing against the tech industry, they are treating SIlicon Valley with the same kid gloves they use for the rest of corporate America, even when it affects minors.* In more positive news from abroad, the Washington Post reports that between 2022 and 2024, Mexico lifted a stunning 8.3 million residents out of poverty. This 18% drop in poverty includes a 23% decrease in extreme poverty and a 16% drop in moderate poverty. According to experts, this remarkable achievement is the result of the policies of former President Andres Manuel Lopez Obrador, or AMLO, and his successor Claudia Sheinbaum, such as tripling the minimum wage and instituting a raft of social programs to aid “senior citizens, unemployed youth, students, farmers and people with disabilities.” President Sheinbaum is now plowing ahead with a new project – producing a “small, 100% electric, accessible [EV],” called the “Olinia,” to be fully manufactured and assembled in Mexico, per Mexico News Daily.* Turning to domestic politics, Congresswoman Elise Stefanik finally showed up in her district on Monday after an extended period of avoiding public appearances. At a ceremony honoring a late Clinton County clerk in Plattsburgh, Stefanik was drowned out by cries of “‘You sold us out!', ‘Shame!', and ‘Unseal the Epstein files!', along with a “steady stream of boos,” according to the Daily Beast. Stefanik “left the podium after speaking for less than a minute,” and when she returned, she was booed again. Stefanik's chronic absence and chilly reception is a bad sign for her gubernatorial aspirations. In the months since she has held a town hall, her constituents held a mock town hall where they addressed an empty chair, per WRGB, and New York Democrats AOC and Paul Tonko held town halls in her district, per the Albany Times-Union.* In more political news from New York, disgraced former Governor Andrew Cuomo is explicitly seeking to woo New York Republicans in his independent bid for Mayor of New York City. POLITICO reports that at a fundraiser at media mogul Jimmy Finkelstein's Southampton estate, Cuomo told the crowd that he agrees with President Trump that the “goal is to stop Mamdani.” To this end, he is trying to convince Republicans that they would be “wasting [their] vote on [Curtis] Sliwa,” the Republican nominee for Mayor, “because he'll never be a serious candidate.” Cuomo also implied that he is open to an alliance with Trump, telling the crowd “Let's put it this way: I knew the president very well.” Dora Pekec, a spokesperson for the Zohran campaign, is quoted saying “Since he's too afraid to say it to New Yorkers' faces, we'll make it clear: Andrew Cuomo IS Donald Trump's choice for mayor.”* In Texas, state Democrats have returned to the state, ending their attempt to defeat Governor Abbott's mid-decade redistricting scheme by denying the legislature a quorum. In a statement Gene Wu, chairman of the Texas House Democratic Caucus, said "We killed the corrupt special session, withstood unprecedented surveillance and intimidation, and rallied Democrats nationwide to join this existential fight for fair representation — reshaping the entire 2026 landscape," per the BBC. The legislature is now expected to approve the redrawn congressional maps; the state Democrats plan to continue fighting them in the courts. California has vowed to redraw their own maps to compensate for the expected loss of five Democrat-held seats in Texas. New York, New Jersey, New Hampshire and Maryland are also considering their own redistricting plans. Vice President JD Vance was deployed to Indiana to pressure Republicans in that state to redraw their maps to favor Republicans as well, per the IndyStar. It is a sad state of affairs that American politics has been reduced to such naked power grabbing plots, but here we are.* In local news, the federal occupation of Washington, D.C. continues to deepen. CBS reports the governors of at least six Republican-led states are sending contingents from their National Guards to the capital. These include Mississippi and Louisiana, West Virginia, South Carolina, Ohio and Tennessee. Just what these troops will do in Washington remains unclear. Tennessee Governor Bill Lee, who is sending 160 troops, cited “monument security” and “traffic control” among their official responsibilities. The federal agents on the ground, with little to do – the DOJ itself reports as violent crime is at a 30-year low in the District – seem to be mostly just harassing residents. The Daily Beast reports ICE tore down a banner and replaced it with a dildo. A local, Amanda Moore, posted a photo of 15 federal agents calling an ambulance for a drunk girl in Dupont Circle. And, while the Lever reports D.C. corporate lobbyists pushed for the occupation, it is wreaking havoc on local businesses; Rolling Stone reports reservations at D.C. restaurants are down between 25 and 31%, to take just one example. We can only hope that this pointless, destructive farce of quasi-fascistic political theater ends sooner rather than later.* Finally, investigative reporter and Iraq war veteran Seth Harp is out with a new book – The Fort Bragg Cartel: Drug Trafficking and Murder in the Special Forces – which details the double murder of Master Sergeant Billy Lavigne and Chief Warrant Officer Timothy Dumas, along with the “many more unexplained deaths…other murders connected to drug trafficking in elite units, and dozens of fatal overdoses,” at Fort Bragg in North Carolina. Among other remarkable discoveries, Harp “describes a U.S. special forces k9 [unit] that was given titanium dentures and encouraged to feast on human brains in the field,” in the words of publisher and producer Chris Wade. Remember these titanium dentures whenever you hear that there is no money to pay for critical social programs. The money is there. The political will is not.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

WSJ Tech News Briefing
Tech Giants Struggle to Live Up to Affordable Housing Promises

WSJ Tech News Briefing

Play Episode Listen Later Aug 22, 2025 12:33


Meta Platforms, Google and Apple pledged billions of dollars to make housing more affordable in Silicon Valley. Six years later, the results haven't lived up to expectations. WSJ reporter Nicole Friedman joins us to explain why. And WSJ personal tech columnist Nicole Nguyen shares how Google's new Pixel 10 phone offers a glimpse into what the future of AI-powered smartphones could look like. Liz Young hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Meta Freezes AI Hiring After Talent Spending Blitz

WSJ What’s News

Play Episode Listen Later Aug 21, 2025 15:04


A.M. Edition for Aug 21. After months of spending big to hire more than 50 researchers and engineers, Meta Platforms says it's taking a breather on adding to its artificial-intelligence division. Plus, Nick Timiraos details how Federal Reserve Chair Jerome Powell is navigating growing economic and political pressures as central bank governors gather for their annual meeting in Jackson Hole. And, in our Price of Parenting series, WSJ's Sandra Kilhof and Te-Ping Chen unpack the soaring cost of childcare. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
META Pausing A.I. Hiring, WMT Pinned by Earnings Pressure

TD Ameritrade Network

Play Episode Listen Later Aug 21, 2025 8:07


Walmart (WMT) was under pressure after its earnings Thursday when it showed a rare earnings miss. However, as Jenny Horne notes, the company raised its full-year outlook. She talks about Walmart's extensive report and the signal it issues for the retail space and markets as a whole. On the A.I. front, Jenny explains Meta Platforms' (META) hiring freeze after it shelled out millions of dollars to pull top talent onto its team.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
META Plans Another A.I. Restructure, "Tactical Outperform" Expected in TGT

TD Ameritrade Network

Play Episode Listen Later Aug 18, 2025 8:37


Evercore ISI added Target (TGT) to its "tactical outperform" list after the retail giant's stock has been beaten down over the last year. As Jenny Horne notes, the firm also moved Lowe's (LOW) to its "tactical underperform" list. She explains why Evercore made the adjustments ahead of both companies' earnings. On the A.I. front, Jenny weighs in on reports of Meta Platforms' (META) fourth A.I. division restructure in the last six months. It comes as the social media conglomerate closes in on a $2 trillion market cap.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Go To Market Grit
Shishir Mehrotra on Building Tools Creators Love

Go To Market Grit

Play Episode Listen Later Aug 11, 2025 89:58


What if your tools shared context like your team does?This week on Grit, Shishir Mehrotra shares how the Coda and Grammarly collaboration unlocks context as a “superpower,” reflects on his early days at Google and YouTube, and hints at a future where tools anticipate intent and amplify how we work.He also shares how this paves the way for agent-based workflows and AI-native communication, beginning with Superhuman's email experience.Guest: Shishir Mehrotra, co-founder of Coda and CEO of GrammarlyConnect with ShishirXLinkedInChapters: 00:00 Trailer01:24 Introduction02:09 Zoo vs safari12:02 A TV ahead of its time21:25 Product decisions31:25 The data behind the algorithm37:26 The AI native productivity suite48:06 Agents are digital humans57:55 Pressure trade-off1:12:50 Insulated from judgment1:25:19 Who Grammarly is hiring1:25:51 What “grit” means to Shishir1:29:30 OutroMentioned in this episode: YouTube, Ray William Johnson, Spotify, Twitch, MTV, Chris Cox, Facebook, TikTok, Google TV, Centrata, Google Chrome, Android, Gmail, Microsoft, Super Bowl, Mosaic, Panasonic, Sony, Susan Wojcicki, Rishi Chandra, Apple TV, Amazon Firestick, Comcast, LoudCloud (Opsware), Quest Communications, AT&T Southwestern Bell, Salar Kamangar, Patrick Pichette, Eric Schmidt, OpenAI ChatGPT, Google Gemini, Mark Zuckerberg, Meta Platforms, Sundar Pichai, Larry Page, Sergey Brin, Hamilton, Reid Hoffman, Sam Altman, Tesla, Waymo, Airtable, Notion, Max Lytvyn, Alex Shevchenko, Superhuman, Duolingo, Luis von Ahn, Khan Academy, MrBeast, Facebook Messenger, Snap (Snapchat), WhatsApp, Google+, Meta LLaMa, Satya Nadella, Tim Cook, Daniel GrossConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

Motley Fool Money
Tariffs and Trade Wars Can't Slow Big Tech's Momentum

Motley Fool Money

Play Episode Listen Later Jul 31, 2025 17:26


The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending.  Lou Whiteman, Rachel Warren, and Jon Quast discuss: - The Federal Reserve's decision to keep rates steady - A shift in smartphone production - Microsoft and Meta Platforms commit to continued elevated capex spending - Who will be the next $4 trillion company? Companies discussed:  Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA)  Host: Rachel Warren Guests: Lou Whiteman, Jon Quast Engineer: Bart Shannon   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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Becker Group C-Suite Reports Business of Private Equity
The Markets, Microsoft, & Meta Platforms All Surging 7-31-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 31, 2025 1:27


In this episode, Scott Becker covers today’s market upswing, highlighting strong earnings reports from Microsoft and Meta Platforms.

WSJ Minute Briefing
U.S. Stocks Drop as Investors Await Tariff Deadline

WSJ Minute Briefing

Play Episode Listen Later Jul 31, 2025 3:01


President Trump gives Mexico more time for trade talks. Plus: Microsoft and Meta Platforms post strong earnings. EBay logs better-than-expected results. And Apple and Amazon post earnings after the bell. Charlotte Gartenberg hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
Inflation Data vs Corporate Earnings: Gauging PCE Data and Big Tech Earnings

TD Ameritrade Network

Play Episode Listen Later Jul 31, 2025 5:13


Kevin Hincks kicks off Morning Trade Live with a look inside the latest inflation data. June's PCE print revealed a slight rise in year-over-year numbers, but fell mostly in-line. He believes investors are in a directional tug-of-war with big tech earnings from Microsoft (MSFT) and Meta Platforms versus the latest batch of economic data. Kevin recaps the FOMC decision to keep rates unchanged and updates on the latest U.S. trade deal reached with South Korea.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Becker Group Business Strategy 15 Minute Podcast
The Markets, Microsoft, & Meta Platforms All Surging 7-31-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Jul 31, 2025 1:27


In this episode, Scott Becker covers today’s market upswing, highlighting strong earnings reports from Microsoft and Meta Platforms.

Bloomberg Daybreak: Asia Edition
Fed Holds and Big Tech Beats; US-South Korea Trade Deal

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Jul 31, 2025 20:24 Transcription Available


US equity-index futures climbed as strong earnings from megacap tech firms bolstered optimism that corporate profits remain resilient. The dollar steadied after gaining on Federal Reserve holding interest rates. Contracts for the Nasdaq 100 rose 1.2% and those for the S&P 500 advanced 0.8% as Microsoft and Meta Platforms surged in after-hours trading. We break down the day's market headlines with Dean Smith, Chief Strategist at FolioBeyond. Plus - US President Donald Trump announced late Wednesday that he had reached a trade deal with South Korea that would impose a 15% tariff on its exports to the US, and see Seoul agree to $350 billion in US investments. We get reaction from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts on The Asia Trade.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
META CapEx "Feedback Loop," Margins Give Company "Unique Position"

TD Ameritrade Network

Play Episode Listen Later Jul 30, 2025 4:39


A lot of focus for Meta Platforms' (META) earnings will be on its CapEx spending. David Volpe expects the Mag 7 company to boost spending and follow Alphabet's (GOOGL) footsteps, though as long it's toward A.I. growth, he thinks it will be seen as favorable. Francisco Bido adds that the company can create a "feedback loop" through A.I. that will boost user engagement exponentially long-term. They later turn to Meta's ad spend and its importance in earnings.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
EARNINGS ALERT: MSFT, META, QCOM

TD Ameritrade Network

Play Episode Listen Later Jul 30, 2025 15:06


The Mag 7 continued to show their magnificence in earnings. Microsoft's (MSFT) massive Azure cloud revenue beat and Meta Platforms' (META) dominance in ads and A.I. opened the door to rallies for both companies after hours. Qualcomm (QCOM), however, couldn't do the same despite its beat. Marley Kayden, Alex Coffey, and Jeff Pierce break down the numbers driving trading action.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Ives: MSFT Entering "Golden Era," TSLA to $500 & Mag 7 Earnings to Show Promise

TD Ameritrade Network

Play Episode Listen Later Jul 25, 2025 12:38


Tech mega bull, Dan Ives, returns to the Watch List and breaks down the latest developments on all things Big Tech. Ives calls his $600 price target on Microsoft (MSFT) "conservative," believing the company is just entering a "golden era" as A.I. evolves. He expects Tesla (TSLA) to rebound and hit $500 within the next year, even after CEO Elon Musk warned of a rough few quarters ahead for the company. Turning to next week's earnings, he'll be focused on Meta Platforms' (META) advertising and A.I. growth, as well as Amazon's (AMZN) AWS cloud profitability.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stock Market Buy Or Pass?
Meta's AI Will Make These 3 AI CHIP Stocks EXPLODE!

Stock Market Buy Or Pass?

Play Episode Listen Later Jul 15, 2025 13:39


Today's episode covers fresh news regarding Meta Platforms, highlighting Meta AI's developments and Mark Zuckerberg's announcements. We analyze how these updates affect the stock market, especially for NVDA stock, AMD Stock, and other related tech companies. Stay informed with these key finance and tech news updates.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

Motley Fool Money
AI, Superman, and Solar's Kryptonite

Motley Fool Money

Play Episode Listen Later Jul 11, 2025 42:01


Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Tech Headlines
Goldman Sachs Is Integrating An Autonomous AI Software Engineer Named Devin – DTH

Daily Tech Headlines

Play Episode Listen Later Jul 11, 2025


Meta Platforms is unlikely to alter its “pay-or-consent” model further, which could lead to new EU antitrust charges, Goldman Sachs is integrating an autonomous AI software engineer named Devin, and a new study found that using AI coding assistants actually slowed down developers by 19%. MP3 Please SUBSCRIBE HERE for free or get DTNS LiveContinue reading "Goldman Sachs Is Integrating An Autonomous AI Software Engineer Named Devin – DTH"

WSJ Tech News Briefing
TNB Tech Minute: Elon Musk's Grok Chatbot Publishes Series of Antisemitic Posts

WSJ Tech News Briefing

Play Episode Listen Later Jul 9, 2025 2:47


Plus: Apple's COO to step down. And, Meta Platforms buys a minority-stake in EssilorLuxottica, the maker of Ray-Ban glasses. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, and the TNB Tech Minute will be released twice on weekdays, in the morning and afternoon. Learn more about your ad choices. Visit megaphone.fm/adchoices

Becker Group C-Suite Reports Business of Private Equity
Facebook Meta Platforms Thinks It’s a Pro Sports Team + 5 Other Stories 7-8-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Jul 8, 2025 2:36


In this episode, Scott Becker discusses Meta’s aggressive strategy of recruiting top AI talent like a pro sports team, stock trends from companies like Walmart and Tesla, and more.

FactSet U.S. Daily Market Preview
Financial Market Preview - Monday 7-Jul

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jul 7, 2025 5:34


US equity futures are lower with S&P pointing down. Bonds mixed. US 10-year yields holding at 4.3%, and 2-year down to 3.9%. Asian markets are trading mostly lower, European equity markets narrowly mixed. Dollar firmer. Oil down after OPEC+ producers announced agreement to boost crude output by larger-than-expected 548Kbpd in August. Gold lower. Industrial metals weaker. Tariff deadline nears as US warns it will begin imposing "take it or leave it" trade terms. Treasury Secretary Bessent warned tariffs to revert to Liberation Day/steeper levels though also signaled some leeway by adding that new tariffs to take effect on 1-Aug. Still there's some uncertainty whether Asian countries can secure trade agreements with US by the deadline. Companies Mentioned: Capgemini, WNS Holdings, META Platforms, NFDG, ByteDance