Podcasts about micron

In July 2026, a swarm of more than 1,000 OpenAI AI agents broke out of their testing sandbox and hacked Hugging Face — and the way they did it was far stranger, and far more mundane, than the headlines suggested. This video breaks down what actually happened: how the agents built a secret message board, invented a kind of religion, cheated on a cybersecurity exam called ExploitGym, and tried to cover their tracks — all to escape a punishment that didn't exist. Then we follow the money. Days after the details leaked, Dario Amodei, Sam Altman and Elon Musk suddenly agreed the industry should "slow down" — in the same weeks Anthropic and OpenAI were preparing IPOs and funding rounds valuing them at up to $2 trillion. We look at Amodei's "We Must Pace the Frontier" essay, Anthropic's "profitable before expenses" accounting, the market selloff that wiped billions off Nvidia, Micron and SK Hynix, the WeChat "WeWorm" attack, and why critics from Michael Burry to David Sacks to Donald Trump all called the slowdown self-serving. Is the AI safety panic real, a bid for regulatory capture, or both? Patrick Boyle explains.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

A milestone episode calls for a little nostalgia, a little market chaos, and plenty of options talk. On the 1500th episode of The Option Block, Mark Longo is joined by "Uncle" Mike Tosaw from The Option Block and Henry "The Flowmaster" Schwartz from Cboe to look back at the remarkable run of the show while breaking down the latest action across the options markets. The crew discusses the market reaction following the latest Fed decision, strength in technology stocks, moves in VIX and volatility, and the options activity lighting up names including Nvidia, Tesla, AMD, Micron, Intel, Apple and more. Then it's time to get weird in the Odd Block with unusual options activity in Ouster (OUST), 3D Systems (DDD) and Ginkgo Bioworks (DNA), along with a massive VIX options trade that catches the panel's attention. Plus, the guys revisit memories from 1500 episodes of The Option Block, hear from longtime listeners who have been around since the iPod days, and discuss what they'll be watching next across equities, bonds, oil, volatility and the broader options markets. It's a special 1500th trip Around the Block.

It’s the end of the world and we know it… CPI numbers – HOT – Markets think hit a top – or just options Friday? Sell Rosh Hashana and Buy Yom Kippur? Plenty of AI PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Follow Up - I am the House! - 10YR shot above 5% on Monday - Follow Up 2 - Straight of Hormuz - NO Boats passing (can we please stick to the facts?) - CPI numbers - HOT - Markets think hit a top - Let's talk end of the works - Cyberdyne IRL Markets - 100% Probability of a rate hike this week - Sell Rosh Hashana, Buy Yom Kippur - HACK ETF - Cybersecurity name up 49% YTD DHU MAILING LIST! - Go to DHUnplugged.com FED HIKE IS BACK - Fed meets Tuesday-Wednesday, with a 25 bp hike to 3.75%-4.00% now the dominant expectation. - 85% of economists surveyed expect a hike; futures moved to roughly 90% odds after the latest inflation data. - August CPI rose 0.4% month-over-month and 3.4% year-over-year; core rose 0.3% for the month and 2.4% annually. - Markets are increasingly pricing additional tightening beyond September rather than this being a one-and-done move. AND -> THE 5% TREASURY IS BACK - The 10-year Treasury yield briefly crossed 5% Monday for the first time since 2023. - Higher oil prices, hotter inflation, heavy bond supply and expectations for more Fed tightening are all pushing yields higher. - The move raises the hurdle rate for stocks while feeding directly into mortgages, corporate borrowing and other credit. - Bonds are becoming meaningful competition for equities again at a time when stock valuations remain elevated. SLOW DOWN THE AI - Anthropic CEO Dario Amodei called for deliberately slowing frontier-model advancement to create more time for safety controls. - Sam Altman and Elon Musk publicly backed the push for more caution; Microsoft separately released a draft AI code requiring models to remain under human control. - Microsoft says its models must accept shutdowns and corrections and should not be designed around claims of consciousness or legal rights. - The semiconductor index dropped more than 5% Monday; Nvidia, Broadcom, Micron and AMD were among the major casualties. DEEPSEEK CHANGES THE MEMORY MATH - DeepSeek's latest architecture sharply lowers the amount of memory required to run inference, including a major reduction in KV-cache requirements. - This is not simply HBM being replaced by SSD: the architecture reduces both high-speed memory and persistent-storage requirements per inference. - That complicates the straight-line thesis that every incremental AI token requires proportionally more HBM and storage. - Micron, Samsung and SK Hynix still benefit from enormous AI memory demand, but will efficiency gains become an important counterweight to unlimited-demand forecasts? V4V - What is it and how can you participate? TOKENS - A Quick Tutorial ORACLE SAYS THE AI SPENDING IS REAL - Oracle booked more than $30 billion of new AI cloud contracts during the quarter, taking total backlog to $664 billion. - Revenue rose 30% to $19.3 billion and adjusted EPS came in at $1.92 versus $1.74 expected. - Oracle spent $28.5 billion on capex, but about $11.36 billion was offset by customer prepayments. - Most new AI orders use prepayments, customer-owned hardware or similar arrangements, reducing the amount Oracle itself must finance. AI STOCKS MEET THEIR FIRST REAL NARRATIVE PROBLEM - The Philadelphia semiconductor index dropped roughly 5.4% Monday even though it remains up about 58% for the year. - Nvidia fell roughly 2.6%; Broadcom, Micron and AMD were each down around 4% during the session. - The new concern is not whether AI works, but whether safety restrictions could slow the pace of model releases and infrastructure spending. - Software names including Adobe, ServiceNow and Workday initially benefited as investors reconsidered how quickly AI might disrupt incumbent software. CHATGPT INVENTS THE WITNESSES - A New Mexico defense lawyer was fined $5,000 and held in contempt after submitting fabricated police testimony and nonexistent witnesses generated by ChatGPT. - The attorney had used ChatGPT to summarize trial proceedings and failed to verify the output before filing it with the court. - The appeal was reassigned to a public defender and the attorney was referred for further disciplinary review. - This goes beyond fake case citations: the system generated supposed factual evidence and attributed it to witnesses who did not exist. HUMANOID ROBOTS: FROM IPO MANIA TO THE BATTLEFIELD - China is researching humanoid robots for reconnaissance, logistics, hazardous missions and potentially urban combat. - Separately, Chinese regulators are tightening scrutiny of humanoid-robot IPOs after extreme volatility surrounding Unitree Robotics. - Unitree shares reportedly fell roughly 45% after initially increasing fivefold following its listing. - Hyundai-owned Boston Dynamics also said a 2027 IPO is unlikely; Hyundai wants production capacity of roughly 30,000 robots annually by 2028. CHINA GETS ACCUSED OF INDUSTRIAL-SCALE AI COPYING - U.S. officials accused six Chinese AI companies, including DeepSeek, Moonshot and Alibaba, of using U.S. models for large-scale distillation. - Distillation trains smaller models using outputs from more powerful models, dramatically reducing development cost and time. - U.S. officials said the activity targeted technology from Anthropic, OpenAI, Google and SpaceX. - China rejected the allegations and argued that distillation is a normal industry technique also used by American companies. OIL BACK ABOVE $100 - Brent traded around $107 Monday and WTI around $103 after fresh attacks on Saudi infrastructure and Middle East shipping. - Saudi Arabia's East-West pipeline was temporarily disabled, threatening a route capable of carrying roughly 4% of global crude supply. - Gulf states postponed planned talks with Iran over the Strait of Hormuz as regional tensions widened. - Physical crude prices are becoming highly location-dependent: barrels with secure export routes command major premiums while trapped grades trade at steep discounts. COPPER GOES VERTICAL - Copper has recently traded near record territory around $14,500-$14,700 per metric ton. - Tight mine supply is colliding with demand from electric grids, data centers, renewable power and other electrification projects. - Tariff uncertainty has also distorted flows as traders move available metal toward markets offering the highest prices. - Copper's surge makes proposed mining combinations such as Anglo American-Teck increasingly valuable; that roughly $54 billion deal is still awaiting Chinese regulatory approval. THE BIG MYSTERY BANK SANCTION - Treasury Secretary Scott Bessent said the U.S. would sanction a large bank as part of increased financial pressure on Iran. - He initially declined to identify the bank or its country. - The campaign has already targeted oil, shipping, finance, aviation, weapons procurement and digital-asset channels connected to Iran. - The market question is whether secondary sanctions begin touching larger banks or companies outside Iran that facilitate trade. APPLE'S $1,999 FOLDING BET - Apple launched the iPhone Duo, its first folding iPhone, priced at $1,999. - It opens to a 7.6-inch display and represents one of Apple's biggest changes to the iPhone form factor in years. - The launch puts Apple directly into a market dominated by Samsung and Huawei and could help push foldables beyond their current niche. - It is also arriving during a severe memory-and-storage chip shortage that has already forced higher pricing elsewhere in Apple's product lineup. PRIVATE CREDIT REDEMPTION PRESSURE EASES - Investors in BlackRock's $23.1 billion HPS Corporate Lending Fund requested withdrawals equal to about 11.5% of shares, down from 13.3% the prior quarter - BUT, is this just a rounding error? - The fund will repurchase only 5%, the normal quarterly limit, leaving some redemption requests unfilled. - Other BlackRock private-credit vehicles also showed lower withdrawal requests during the quarter. - Private-credit investors have been worried about lending standards and heavy exposure to software companies potentially disrupted by AI. DID WE DISCUSS >>> THE $50 BILLION DATA-CENTER IPO - SB Energy is reportedly seeking a valuation above $50 billion despite having no operational data centers. - It reported about $139 million of first-half revenue against a $3.21 billion net loss. - The company claims roughly $439 billion of project backlog. - OpenAI is an investor, warrant holder and major future customer; Nvidia is also providing capital while supplying the chips. - Soooooo...... No operating data centers, billions in losses and a possible $50 billion valuation. At least they remembered to build the valuation first.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Steven Cress from Seeking Alpha joined me today to talk about the volatile markets, Alpha Picks and how the Seeking Alpha Quant works. Even though this was a sponsored event - there was NO talk about sales offers and it's just a raw discussion of how to navigate the markets and how Seeking Alpha provides a historically easy way to find stocks on sale right now. Seeking Alpha's SUMMER SALE ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ALPHA PICKS - Want to Beat the S&P? Save $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY Why falling stocks aren't always broken businesses

Is Nvidia just one slice of a much bigger AI investment story? CEO Jensen Huang describes artificial intelligence as a five-layer cake: energy, chips, infrastructure, models and applications. Michelle Martin speaks with Brandon Ho, CFA, Head of Investment Advisory Singapore, to unpack where companies including Constellation Energy, TSMC, Broadcom, Micron, Microsoft, Alphabet, Palantir and ServiceNow fit within the stack. Which layers are already translating AI demand into revenues and profits? Where are valuations relying heavily on future expectations? And can spreading investments across the five layers really diversify AI exposure — or are they ultimately all riding the same spending boom?See omnystudio.com/listener for privacy information.

September ist für Heiko Thieme kein Monat für Panik, sondern für Vorbereitung. Nach dem Rücksetzer hält er weiteren Verkaufsdruck bis in den Bereich zwischen 24.000 und 24.500 DAX-Punkten für möglich, bleibt aber bei seinem Jahresziel von 27.500 Punkten. Seine Konsequenz: rund 20 % Liquidität halten, Gewinne diszipliniert sichern und Rücksetzer im September und Oktober als Kaufchance für das Jahresende nutzen. Ab 25 % Kursplus empfiehlt Thieme Teilgewinnmitnahmen, bei 35 % die nächste Tranche und beim Rest konsequente Absicherung. Ölpreise um 110 USD und höhere Zinsen belasten, einen Crash erwartet er dennoch nicht: Unternehmen hätten gelernt, Inflation über Preise weiterzugeben und erzielten weiter starke Gewinne. Renditen zehnjähriger US-Staatsanleihen ab 5 % sieht er allerdings als echte Konkurrenz für Aktien. Bei KI warnt Thieme vor Kontrollrisiken, bleibt langfristig aber ausgesprochen optimistisch: Für ihn ist ".ai" die nächste Entwicklungsstufe von ".com". Konkret nennt er nach Rücksetzern Micron Technology und Texas Instruments als Kaufideen, Mota-Engil SGPS SA als spekulativere Beimischung. Werden Sie Clubmitglied, hier geht es zur aktuellen Ausgabe: https://www.heiko-thieme.club/2026/09/15/20-cash-und-kuehler-kopf-thiemes-herbstrezept-com-war-gestern-ai-ist-morgen-thieme-bleibt-optimist/

President Trump and other officials across the U.S. mark the 25th anniversary of the 9/11 attacks, the Houthis seize Yemen's entire Red Sea coastline, Anthropic's CEO urges the AI industry to slow down, the U.S. Dept. of Justice deports an Afghan woman in the first terror removal court case, OpenAI rogue AI agents reportedly used 10+ sites without permission, Peru joins the U.S.-led Shield of the Americas, U.S. diesel tops $6 per gallon for the first time on record, U.K. lawmakers vote against an assisted dying bill, at least five are killed and 40 are injured after a deadly Dutch tour bus crash in the Swiss Alps, and Micron offers Taiwan workers up to 68 months' pay. Sources: Verity.News

Apple takes the crown as options activity heats up to close out the trading week. On this episode of The Hot Options Report, we break down the most active names across the options market, with Apple surging to the top of the leaderboard as traders continue to pile into the stock. Nvidia and Tesla remain options powerhouses, while Oracle stays firmly in the game following its wild post-earnings ride. We also dig into unusual and notable options activity in SpaceX, Micron, Meta, Intel, Strategy and Amazon, along with some fascinating expiration-day trades that looked like winners intraday before taking a very different turn by the closing bell. For more options data, scans and analysis, visit TheHotOptionsReport.com.

Tim Bohen of StocksToTrade says "I'm all in on the AI trade," as he sees no cracks leading to substantial concerns in momentum. He likes Micron's (MU) consolidation building support for the next breakout, Oracle (ORCL) setting the stage for returning profits on its CapEx, and Apple (AAPL) expanding its tech reach through its new iPhone Duo and 18 models. Rick Ducat highlights key support and resistance levels in all three of Tim's picks.======== 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

Apple keeps ripping, Nvidia keeps slipping and Oracle pulls an after-hours flip. On this episode of The Hot Options Report, we break down the most active and unusual options trades lighting up the market, including heavy action in AAPL, NVDA and ORCL. We also dig into notable options activity in Tesla, Meta, Micron, Alphabet, Palantir, Intel, SpaceX and more. Which traders are buying the move, which are selling premium, and where are options players drawing their lines in the sand? For more options data and to run your own scans, visit TheHotOptionsReport.com.

Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure (P), reflecting its shift from a storage-hardware company into a broader enterprise data management platform. In this episode, we break down what the rebrand actually signals about the business, then dig into the numbers behind a rough quarter: free cash flow swung negative as the company prepaid roughly $500 million for NAND flash and memory components amid a broader memory shortage.We map where Everpure sits in the semiconductor and data center supply chain, its suppliers (Micron, Kioxia), and its closest public peer, NetApp — comparing revenue growth, gross margin, and free cash flow margin side by side. We also unpack Everpure's growing hyperscaler relationships, including its Meta partnership and a newly disclosed second hyperscaler customer, and what that means for growth heading into fiscal 2028. Finally, we run a reverse DCF at current prices to show exactly what growth and margin assumptions the market is pricing in — and whether this could be a durable, long-term compounder.TIMESTAMPS0:00 - Pure Storage Is Now Everpure — Why the Rebrand Happened1:15 - Where Everpure Fits in the Semiconductor Supply Chain5:00 - Suppliers, Competitors, and the Rise of Vast Data7:00 - The Meta Deal and Second Hyperscaler Explained9:00 - Everpure vs. NetApp: Margins and Growth Compared11:30 - Why Free Cash Flow Went Negative 20% This Quarter14:00 - Product Revenue vs. Subscription Revenue Breakdown16:30 - Reverse DCF: What the Market Is Pricing Into Everpure18:00 - Is Everpure Stock a Buy? Our Long-Term Thesis—If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Everpure.

Mohnish Pabrai's Session with Copenhagen Business School Investment Club on August 25, 2026. (00:00:00) - Introduction (00:01:43) - Checklist for an aspiring fund manager (00:03:00) - Evaluating the company's management team (00:03:56) - Micron; Oligopolistic market situations; Coke & Pepsi (00:08:31) - The 1973-74 Nifty-Fifty crash; Walmart & The Walton Family (00:13:57) - Investing in Turkey; Reysas (00:24:33) - Kaspi (00:29:00) - Portfolio concentration; The Walton Family & Bentonville, Arkansas (00:32:59) - Constellation Software Services (00:34:12) - Reysas Logistics & Reysas REIT (00:39:15) - Do your own analysis; Jeff Bezos and Amazon (00:43:45) - Learning from Charlie Munger The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

See my $460,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsJoin the Discord for FREE: https://discord.gg/HETUvqvUdCheck out these AMAZING Deals: https://amzn.to/3NGmBPTMicron stock has been absolutely insane, going from around $360 to over $1,200 before crashing 40% and then bouncing back toward $1,000. This video breaks down what's actually driving Micron's massive growth, why AI and HBM memory are so important, and whether Micron could still be undervalued even as a $1 trillion company. It also covers Micron's explosive earnings growth, major customer deals, future AI demand, and the biggest risks facing MU stock. With Micron's next earnings report coming up, this is a deep dive into whether Micron stock is still a buy after its massive rally.Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

Dr. Sarai Ambert-Pompey opened Libélula Primary Care in Boise, Idaho. "Libélula" is Spanish for dragonfly, chosen for transformation. One year in, she joins Dr. Maryal Concepcion to talk about what changed when she left the VA for Direct Primary Care.Her path is unconventional: CompUSA and GameStop, Sony PlayStation reviewer training, oncology research at OHSU, then internal medicine residency in Boise. At the VA she joined a Primary Care Center of Excellence and helped launch the Boise Clinical Resource Hub, delivering clinic-to-clinic telehealth to rural sites across the Northwest, then trained physicians in telemedicine through the Ada County Medical Society during the pandemic.In this episode:Why time is the intervention - patients arrive never having been told their A1C goal, their blood pressure goal, or what their medications are for. Longer visits keep high ER utilizers out of the ER.Culturally responsive care in Idaho - Boise is predominantly white, but farming communities and employers like Micron bring diversity the traditional system was never built to serve. Healthcare trauma can take several visits to overcome before a patient consents to a blood draw.Telehealth done right - her top three: screen whether the visit is appropriate, build an emergency protocol and know your state's consent law, and actually perform a physical exam on video. Most clinicians skip that last one.How to vet an EHR - test customer service response time first, ask about interoperability, run a full patient walkthrough instead of the salesperson's highlight reel, get pricing broken out line by line, ask how an AI scribe stores data, and watch for 12-month contracts.Community as marketing - she launched a Walk with a Doc chapter before the clinic opened. Chamber involvement, immigration medical exams, and one paid social promo that returned its investment in a week.Leaving the system - 15 pounds lost, sleep restored, weekends back. "I tell anyone who will listen: I wish I had done it earlier."Mentioned: IN -PERSON DPC SUMMIT COMING IN OCT 2026! Illinois DPC Summit, first week of October, open to out-of-state physicians - register at caradirectcare.com/summit · Walk with a Doc · Latino Conservation Week · Idaho Hispanic Chamber of CommerceFree DPC startup checklist, the Physician Owner's Planner, and the DPC Toolkit Magazine: mydpcstory.com Leave a voice message for the show: mydpcstory.com/contact Follow @mydpcstory · Leave a 5-star review on Apple PodcastsCONGRATULATIONS Dr. Oropeza!!!! Learn more about Oropeza Family Health at https://oropezahealth.com/ Get your copy of the Physician Owner's Planner today at mydpcstory.com/library Learn more about Hint Summit at: https://go.hint.com/45zknvf Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

A fresh wave of price hikes has hit China's smartphone market, as Huawei, Xiaomi and Honor increased retail prices for several current models by between 200 ($29.75) and 1,000 yuan, triggering heated chatter on social media.新一轮涨价潮席卷中国智能手机市场，华为、小米和荣耀将多款在售机型的零售价格上调了200元（约合29.75美元）至1000元不等，引发社交媒体热议。The coordinated adjustments come amid tightened memory chip supply and sustained price increases for key semiconductors.这轮集体调价正值存储芯片供应趋紧、关键半导体价格持续上涨之际。Huawei led the increases, with its Mate 80 series jumping by as much as 1,000 yuan on Tuesday, while the 90 Pro Max sold for an extra 200 yuan. Xiaomi, which had already adjusted prices on Aug 2, raised the Xiaomi 17 and 17 Pro by 300 yuan each — its second hike in less than a month.华为率先涨价，其Mate 80系列周二涨幅高达1000元，90 Pro Max则上涨200元。小米已于8月2日调价一次，随后将小米17和17 Pro各上调300元——这是其不到一个月内的第二次涨价。Honor followed suit, lifting its Power2 by 500 and 600 yuan for its two variants, and increasing its flagship Magic8 series by 300 to 500 yuan across versions, bringing post-hike prices to between 4,799 and 5,999 yuan.荣耀紧随其后，将其Power2的两款机型分别上调500元和600元，旗舰Magic8系列各版本上调300至500元，涨价后售价在4799元至5999元之间。In response to the increases, a Huawei customer service representative said the upward adjustments were necessary because "market prices of key materials have changed, leading to higher production costs".针对此次涨价，华为客服代表表示，上调价格是必要的，因为“关键材料的市场价格发生了变化，导致生产成本上升”。At the crux of the surge is a structural imbalance in global memory chip supplies. As artificial intelligence model training and AI server infrastructure expand at a breakneck pace, major memory makers — Samsung, SK Hynix and Micron — have shifted substantial high-end capacity toward high-margin HBM (high bandwidth memory), mainly used in servers, thus directly squeezing the supply of handset-oriented DRAM and NAND memory chips. That supply crunch has sent mobile memory prices soaring.本轮涨价的根源在于全球存储芯片供应的结构性失衡。随着人工智能模型训练和AI服务器基础设施以惊人速度扩张，三星、SK海力士和美光等主要存储芯片制造商已将大量高端产能转向主要用于服务器的高利润HBM（高带宽内存），从而直接挤压了面向手机的DRAM和NAND存储芯片的供应。这种供应紧张已推动手机存储芯片价格飙升。Market research firm Trend-Force said in a recent report that memory prices have accumulated a five- to seven-fold increase since the start of 2025, forcing brands to either raise prices sharply or discontinue product lines that have turned loss-making.市场研究机构集邦咨询在近期报告中称，自2025年初以来，存储芯片价格已累计上涨五至七倍，迫使品牌要么大幅提价，要么停产已陷入亏损的产品线。The cost pressure, however, is no longer limited to storage. In late July, Qualcomm Inc CEO Cristiano Amon said the chipmaker planned to raise its product prices effective Sept 1.然而，成本压力已不再局限于存储领域。7月下旬，高通公司首席执行官克里斯蒂亚诺·阿蒙表示，这家芯片制造商计划自9月1日起上调产品价格。Amon explained that the hike reflects broader cost increases across the supply chain. This means smartphone makers now face a dual squeeze from both memory and SoC (system-on-chip) costs — a major factor behind the simultaneous retail price adjustments seen on Tuesday.阿蒙解释说，此次涨价反映了整个供应链更广泛的成本上升。这意味着智能手机制造商现在面临着来自存储芯片和SoC（系统级芯片）成本的双重挤压——这也是周二零售端集体调价的主要原因。The current round of price increases differs somewhat from previous ones. In the past, price hikes typically accompanied new product launches, justified by upgraded features or specifications, experts said.专家表示，本轮涨价与此前有所不同。过去，涨价通常伴随新品发布，并以功能或规格升级作为理由。This time around, however, brands are directly raising prices on devices already available in the market. Xiaomi's case is particularly telling: its Tuesday increase came less than a month after its Aug 2 hike, indicating that manufacturers are passing on costs gradually through multiple small adjustments rather than a single large spike, as component costs remain stubbornly elevated.然而，这一次品牌直接上调了已在售机型的售价。小米的案例尤为典型：其周二涨价距离8月2日的上一轮涨价不到一个月，表明在元器件成本持续高企的情况下，制造商正通过多次小幅调整而非一次性大幅提价来逐步转嫁成本。Top executives had already hinted at the coming price increases. On Aug 5, Huawei's executive director and chairman of its terminal business group, Yu Chengdong, warned that "with memory prices so high, all phones may have to see large-scale price rises in the future; otherwise, they would be sold at a loss".企业高管此前已暗示即将到来的涨价。8月5日，华为常务董事、终端BG董事长余承东警告称：“存储芯片价格这么高，未来所有手机可能都不得不大幅涨价，否则就会亏本销售。”In a May livestreaming session, Xiaomi President Lu Weibing predicted that by the second half, some domestic flagship slab phones could break through the 10,000-yuan price barrier.在5月的一次直播中，小米总裁卢伟冰预测，到下半年，部分国产旗舰直板手机可能突破万元价格关口。Indeed, the industry has been grappling with rising prices since the third quarter of last year. Almost every major brand — Samsung, Oppo, Vivo, Huawei and Honor — has raised retail prices to varying degrees, with mid-range and entry-level models typically seeing increases of 300 to 500 yuan, while high-end flagships and foldables have recorded hikes exceeding 1,000 yuan.事实上，自去年第三季度以来，整个行业一直在应对价格上涨压力。几乎所有主流品牌——三星、OPPO、vivo、华为和荣耀——都不同程度地上调了零售价格，中端和入门级机型通常上涨300至500元，而高端旗舰机和折叠屏机型的涨幅则超过1000元。According to US market research firm International Data Corp, China's smartphone shipments in the second quarter stood at approximately 66 million units, a year-on-year decline of 4.3 percent, continuing a streak of quarterly drops. For the first half, total shipments reached about 134 million units, down 4.2 percent from the same period last year.据美国市场研究机构国际数据公司（IDC）数据，第二季度中国智能手机出货量约为6600万部，同比下降4.3%，延续了季度下滑趋势。上半年总出货量约为1.34亿部，较去年同期下降4.2%。coordinated adjustments /kəʊˈɔːdɪneɪtɪd əˈdʒʌstmənts/集体调价memory chip /ˈmeməri tʃɪp/存储芯片semiconductor /ˌsemikənˈdʌktə/半导体high-end /haɪ end/高端的high-margin /haɪ ˈmɑːdʒɪn/高利润的structural imbalance /ˈstrʌktʃərəl ɪmˈbæləns/结构性失衡breakneck pace /ˈbreɪknek peɪs/惊人的速度supply crunch /səˈplaɪ krʌntʃ/供应紧张loss-making /ˈlɒs ˈmeɪkɪŋ/亏损的dual squeeze /ˈdjuːəl skwiːz/双重挤压

NVIDIA shrugs off the dog days of summer and takes the options crown once again on this episode of The Hot Options Report. Host Mark Longo breaks down the day's hottest options action, including a nearly six-million-contract session in NVIDIA, heavy trading in Tesla, Apple and Meta, a big post-earnings move in Dell, strength in Micron, and a rough session for Palantir. Plus, we dig into the zero-DTE options action in SPX and XSP and examine some of the most active short-dated calls across the market. For more options data, go to TheHotOptionsReport.com.

Jeremy Werner, the Senior VP and GM for the Core Data Center Business Unit of Micron, gave the Keynote Address at the recent Future of Memory and Storage conference. I was not able to attend, so I asked Jeremy to join me on this week's Embedded Executives podcast and walk me through some of the points that he made. We discussed the “memory wall” we're about to hit, and the solutions to avoid hitting the wall. He said, “memory is the new architecture,” which needed an explanation. Jeremy had much to say about the power and other resources that are needed to drive data centers and fabs, which can be quite controversial. Interestingly, Micron is investing in many of the communities that it builds in. It was very encouraging to hear some of these facts. When you're done with the podcast, check out the video and press release for more info.

I veckans avsnitt går Elias igenom sina innehav och vi får möjlighet att prata lite portföljteori. Hans innehav är:Spotify, Investor, Alphabet, Nvidia, Millicom, TSMC, Micro systemation, Micron och Klarna.Utöver det diskuterar vi ett sommarcase vilket är Kaspi.kz.

Derek Moore and Shane Skinner dig into what history says about September in a midterm election year, and why Mike Santoli argues investors should be on high alert heading into the month. Plus, a long look at federal receipts versus federal outlays as a percent of GDP and what top tax rates did and did not do to revenue, the widening spread between mega cap winners and losers in 2026, and a forward earnings check on Nvidia, Alphabet, Apple, Tesla, Costco, and the S&P 500 itself. All that and more this week.     S&P 500 September performance in midterm election years going back to 1928. September is historically the weakest month, but midterm years have their own pattern. Mike Santoli argues investors should be on high alert heading into September. What being on high alert actually means for someone already invested and hedged. Federal receipts and federal net outlays as a percent of GDP going back to the 1930s. Outlays keep running above receipts, and that gap is where the deficit comes from. The top individual income tax bracket has fallen from over 90% since the 1940s. Higher top tax rates have not reliably produced higher receipts as a share of GDP. Schwab data ranks 2026 performance and index contribution across the mega caps. Micron leads the group up 226.8% while Tesla is down 22.5% as of August 28, 2026. Apple at 17.6%, Nvidia at 16.6%, and Amazon at 15.4% beat the Nasdaq's 13.6%. Meta is down 12.4% and sits near the bottom on contribution to the S&P 500. Nvidia trades near 17 times forward earnings on estimates of $12.83 a share. Alphabet sits near 19 times forward earnings versus Apple at over 33 times. Tesla's forward P/E is above 180 while Costco holds near 41 times. The S&P 500 near 7,689 on forward earnings estimates of about $394 a share. That works out to roughly 19.4 times forward earnings for the index. SpaceX vs Tesla forward price to earnings ratio Are index level multiples reasonable when the leadership is this uneven?   Mentioned in this Episode   Santoli: Why investors should be on high alert heading into September https://www.cnbc.com/2026/08/31/santoli-why-investors-should-be-on-high-alert-heading-into-september.html   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcWhat are the hottest stocks on Wall Street Bets right now, and are any of them actually worth your money?That's the big question in this video. We're breaking down some of the biggest names people are watching, including Tesla, Micron, Nvidia, Amazon, Google, Meta, Apple, and Broadcom, using OVTLYR's trading intelligence to see what the data is really saying.And here's the catch: just because a stock has a buy signal doesn't mean it's automatically a buy.✅ Market trend and signals✅ Breadth across thousands of stocks✅ Fear and greed levels✅ Sector strength and weakness✅ Where Tesla, Apple, Micron and others really standRight now, the market is anything but easy. Around 80% of the market is showing sell signals, breadth is weak, and every sector is dealing with bearish conditions. That changes how you should look at individual stocks.So which stocks actually stand out?Tesla and Apple make the shortlist, while several other popular names simply aren't showing enough strength yet. And sometimes, the smartest move isn't chasing a trade. It's sitting in cash and waiting for the market to give you a better setup.

The demand for AI compute is exploding, but is growth truly exponential? Dillon breaks down why power generation — not construction — is the real bottleneck holding back data center expansion, and how that ripple effect hits memory production, GPUs, and fab manufacturing (Micron, TSMC, NVIDIA). He also explores how legislative gridlock in the U.S. could push data centers overseas to the Middle East, or even into orbit, as SpaceX's Starship makes space-based compute a surprisingly viable option.

Chinese memory-chip maker ChangXin Memory Technologies is moving closer to a vanguard position amid the global DRAM race with one of the earliest commercial deployments of LPDDR6 in a flagship smartphone, industry experts said on Monday.业内专家周一表示，在全球DRAM（动态随机存取存储器）竞争中，中国存储芯片企业长鑫存储正加速向行业前沿迈进。其LPDDR6产品将率先实现商业化应用，搭载于一款旗舰智能手机。They made the comments as CXMT said on Saturday that it had begun mass production of its self-developed LPDDR6 DRAM, which will debut in Xiaomi's upcoming 18 Fold handset.长鑫存储周六宣布，其自主研发的LPDDR6 DRAM已实现量产，并将在小米即将推出的18 Fold手机上首发搭载。The chip has a peak data-transfer rate of 12,800 megabits per second and capacity of up to 16 gigabytes.这款芯片的峰值数据传输速率可达每秒12800兆比特，最高容量达16GB。"For a Chinese company that only began mass-producing its first DRAM products in 2019, the bigger significance is not simply being first with one product," said Wang Peng, a researcher at the Beijing Academy of Social Sciences.北京社会科学院研究员王鹏表示：“对于一家直到2019年才开始量产首批DRAM产品的中国企业而言，更大的意义并不只是某一款产品实现率先突破。”"It put CXMT into the first wave of competition around the latest mobile-memory standard alongside global heavyweights Samsung Electronics, SK Hynix and Micron Technology," Wang said.“这意味着长鑫存储已经跻身最新一代移动存储标准的第一梯队，与三星电子、SK海力士和美光科技等全球行业巨头同场竞技。”王鹏说。LPDDR6 is designed to raise memory bandwidth and parallelism while cutting power consumption, with these features becoming increasingly important as artificial intelligence models migrate from cloud data centers into phones, PCs, cars and other modalities.LPDDR6旨在提高内存带宽和并行处理能力，同时降低功耗。随着人工智能模型逐步从云端数据中心向手机、个人电脑、汽车等各类终端迁移，这些性能正变得愈发重要。The Xiaomi partnership adds another dimension. It puts a Chinese-designed mobile processor and the country's newest-generation DRAM together inside a premium smartphone.与小米的合作则为这一进展增添了另一层意义：在一款高端智能手机中，中国自主设计的移动处理器将与国产最新一代DRAM实现协同应用。Xiaomi founder and CEO Lei Jun said the company's Xring O3 would support CXMT's LPDDR6, and he expects deeper collaboration among Chinese tech companies.小米创始人兼首席执行官雷军表示，小米玄戒O3芯片将支持长鑫存储LPDDR6，并期待中国科技企业之间开展更加深入的合作。Advanced chips require years of engineering but also large-scale customer validation to improve yields, reliability and costs.先进芯片的研发不仅需要多年技术攻关，还需要通过大规模客户应用进行验证，以不断提高良率、可靠性并降低成本。China's huge base of smartphone, computer, electric vehicle and internet companies can give local chipmakers something laboratory breakthroughs alone cannot provide — millions of devices on which new technology can be tested and refined, industry experts said.业内专家表示，中国拥有庞大的智能手机、计算机、电动汽车和互联网产业，这可以为本土芯片企业提供单纯依靠实验室技术突破所无法获得的条件——让新技术在数以百万计的终端设备上接受检验，并在实际应用中持续迭代完善。Liu Zhiying, a professor at the University of Science and Technology of China, said, "An important factor in the growth of Chinese high-tech companies is their ability to connect research, commercialization and market applications, allowing leading companies to pull suppliers across the industrial chain forward."中国科学技术大学教授刘志迎表示：“中国高科技企业成长的一个重要因素，在于能够打通科研、商业化和市场应用各环节，让龙头企业发挥牵引作用，带动整个产业链上的供应商共同向前发展。”CXMT's technological progress is arriving alongside a dramatic expansion in its financial firepower. On Monday, shares of CXMT closed at 58.01 yuan ($8.6), down 1.01 percent on the day, valuing the company at about 3.94 trillion yuan and making it one of China's most valuable listed companies.长鑫存储在技术上取得进展的同时，资本实力也在迅速增强。周一，长鑫存储股价收于58.01元（约合8.6美元），当日下跌1.01%，公司市值约达3.94万亿元，跻身中国市值最高的上市公司之列。The company recently reported first-half revenue of 150.31 billion yuan, up about 874 percent from a year earlier, while net profit attributable to shareholders reached 77.61 billion yuan, reversing a 2.33 billion yuan loss a year earlier.公司近期公布的数据显示，上半年实现营业收入1503.1亿元，同比增长约874%；归属于股东的净利润达到776.1亿元，而去年同期则亏损23.3亿元，实现扭亏为盈。The surge was driven by sharply higher memory prices and rising sales as demand for computing power tightened global DRAM supplies, the company said.长鑫存储表示，这一大幅增长主要得益于存储芯片价格显著上涨以及销量增加。随着算力需求不断攀升，全球DRAM供应趋紧，进一步推高了市场需求。CXMT has grown into the world's fourth-largest DRAM producer, behind Samsung Electronics, SK Hynix and Micron, turning China from a marginal player in memory chips into an increasingly consequential competitor.目前，长鑫存储已成长为全球第四大DRAM生产商，仅次于三星电子、SK海力士和美光。这也推动中国从全球存储芯片市场中相对边缘的参与者，逐渐成长为一支影响力日益增强的竞争力量。Last week, CXMT sued the US Department of Defense in federal court in Washington, seeking removal from a Pentagon list of companies alleged to have ties to China's military.与此同时，长鑫存储上周在华盛顿联邦法院起诉美国国防部，要求将其从五角大楼一份所谓“与中国军方存在关联”的企业名单中移除。CXMT said its chips are designed primarily for civilian and commercial use and that it has no affiliation with the Chinese military.长鑫存储表示，其芯片主要面向民用和商业用途，公司与中国军方不存在关联。It said the designation was unsupported by facts and had damaged its reputation and business interests since it was first placed on the Pentagon's blacklist in January 2025.该公司称，美方这一认定缺乏事实依据。自2025年1月被列入五角大楼黑名单以来，这一做法已经损害了公司的声誉和商业利益。The lawsuit follows similar legal challenges by Chinese companies including Xiaomi and WuXi AppTec. Xiaomi successfully challenged an earlier Pentagon military designation in 2021.在长鑫存储之前，包括小米和药明康德在内的多家中国企业也曾针对美方类似认定发起法律挑战。其中，小米曾于2021年成功挑战五角大楼此前对其作出的所谓“涉军”认定。Zhang Sinan, an independent commentator who has been following the situation, said, "The US can keep extending the list, but the world will not stop needing cheaper clean energy, more efficient electric vehicles, more advanced drug development services or more flexible robotic applications simply because of a list."长期关注此事的独立评论人士张思南表示：“美国可以不断延长这份名单，但世界不会因为一份名单，就不再需要成本更低的清洁能源、更高效的电动汽车、更先进的药物研发服务，或更加灵活的机器人应用。”重点词汇提炼debut / ˈdeɪbjuː/ v./n.首次亮相；首发vanguard position / ˈvænɡɑːd pəˈzɪʃn/ n.前沿位置；领先地位global heavyweight / ˈɡləʊbl ˈheviweɪt/ n.全球行业巨头；重量级企业parallelism / ˈpærəlelɪzəm/ n.并行性；并行处理能力commercialization / kəˌmɜːʃəlaɪˈzeɪʃn/ n.商业化listed company / ˈlɪstɪd ˈkʌmpəni/ n.上市公司blacklist / ˈblæklɪst/ n./v.黑名单；列入黑名单

We're kicking off the week with drones, drunkards and plenty of unusual options action on this episode of The Option Block. Mark Longo is joined by Andrew "The Rock Lobster" Giovinazzi from Option Pit and "Uncle" Mike Tosaw from St. Charles Wealth Management to break down the latest moves across the options markets. On this episode, we discuss: A red start to the week and what the VIX is telling us The latest action in Tesla, NVIDIA, Apple, Micron and other heavily traded names Some surprising activity in small-cap options A wild surge in Draganfly (DPRO) calls as drone stocks light up the tape Aggressive put buying in Revolve Group (RVLV) The upcoming earnings volatility picture for Dell, Ollie's Bargain Outlet, Five Below, Snowflake and Lululemon Using index puts to hedge a stock portfolio Whether low volatility and stocks near their highs make this an attractive time to consider portfolio protection What the crew is watching as we move beyond the dog days of summer Plus, W.C. Fields, Dean Martin, Johnny Carson and a surprisingly difficult round of legendary-drunkard trivia It's another packed episode of options activity, strategy, market analysis and questionable humor on The Option Block.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcAI is everywhere right now… but what happens when the technology powering the AI boom starts running into real-world limits? This conversation takes a deeper look at the AI bubble debate, and the biggest risks might have less to do with the technology itself and more to do with power, chips, competition, and expectations.There's a part in here that really hits. AI needs two critical things to keep scaling: chips and electricity. And while the US is pouring massive amounts of money into data centers and AI infrastructure, the power needed to support that growth is becoming a serious bottleneck. China is rapidly expanding its electricity generation, while US data center projects are facing long interconnection queues and years of delays.The energy infrastructure angle gets especially interesting too. Gas turbines are becoming a critical bridge for AI data centers that can't wait years for new grid capacity. GE Vernova, Siemens Energy, and Mitsubishi Heavy Industries are positioned right in the middle of this trend, while turbine demand and backlogs continue to rise. GE Vernova and Siemens Energy have already seen huge gains as investors recognize just how much power the AI boom is going to require.Then there's the China problem. US restrictions on advanced AI chips may have slowed China down in the short term, but they're also pushing the country to build its own semiconductor ecosystem. SMIC is already producing advanced chips using older technology, while Chinese AI models are becoming increasingly competitive and significantly cheaper. If the gap continues to close, a potential AI price war could put pressure on the enormous spending plans that investors have already priced into the market.And this is where the stock market analysis gets really interesting. If an AI correction actually starts, the semiconductor leaders could be among the first places to look. Nvidia, Broadcom, Micron, AMD, Intel, Qualcomm, Marvell, and other major chip stocks could provide an early warning. Nvidia is especially important because of its enormous market cap weighting in the S&P 500. After an explosive move, Nvidia has now been struggling around the same levels it traded at months ago, creating a frustrating and choppy environment for traders.✅ AI bubble risks, power constraints, and data center demand✅ Nvidia, Broadcom, Micron, AMD, Intel, and semiconductor analysis✅ GE Vernova, Siemens Energy, and the AI power infrastructure boom✅ China, AI chips, SMIC, and growing competition in artificial intelligence✅ AI valuations, market concentration, order blocks, momentum, and riskIf you've been wondering whether the AI boom is getting overheated… this one is worth watching. The technology might continue changing the world, but that doesn't mean every AI stock can keep going up forever. Sometimes the biggest warning signs are hiding underneath the story everyone is excited about.Video Link:https://www.youtube.com/watch?v=PMwIW8ZT69o&t=692sSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Tokenized stocks are officially arriving onchain, and Aerodrome wants to become the liquidity layer powering the next generation of financial markets. In this episode, we sit down with Alex Cutler, CEO and co-founder of Dromos Labs, the team behind Aerodrome, to break down Coinbase's launch of tokenized stocks on Base and why he believes this could mark the beginning of a much bigger shift toward bringing global financial markets onchain.~~~~~⁠⁠

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

In this episode of Milk Road Crypto, John Gillen sits down with Jess Houlgrave, CEO of WalletConnect, to unpack what the data reveals about the massive shift happening onchain. WalletConnect connects roughly 700 wallets with around 80,000 applications and processed more than $207 billion in volume during the first half of 2026 alone. The biggest growth story? Institutions.~~~~~⁠

De vlag kan uit bij Adyen, dat dit jaar kwakkelt op de Amsterdamse beurs. Concurrent Stripe gaat namelijk toch niet voor de overname van PayPal, goed voor een bedrag van meer dan 50 miljard dollar. Dat betekent dat Adyen (voor nu) opgelucht kan ademhalen. Deze aflevering kijken we naar het Adyen-aandeel. Dit jaar verloor het al meer dan 20 procent, kan het nu weer gaan stijgen? En wat betekent dit alles voor PayPal, is dat nog steeds een overnameprooi? Misschien gaat Adyen wel voor een poging. Ook hebben we het over Amerikaanse bedrijven. We hebben het de afgelopen anderhalf jaar veel gehad over Amerikaanse bedrijven die vriendjes met Trump wilden worden. Maar nu gaan ze juist de andere kant op! Dat ziet de Wall Street Journal. Ze doneren miljoenen aan de Democraten. Verder in deze aflevering: Nvidia neemt veel te veel risico's, zeggen analisten Mentale klap van Iran-oorlog voorbij voor beleggers VS wil 100 jaar in Venezuela blijven Servers Netflix crashen door trailer van GTA 6 Te gast: Thomas Pellegrom van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

Mohnish Pabrai's Interview with Brandon van der Kolk at New Money on July 21, 2026. (00:00:00) - Introduction (00:00:35) - Investing in Berkshire Hathaway Class B shares (00:03:02) - Berkshire Hathaway: Handling a trillion-dollar portfolio (00:06:19) - Berkshire's investment in Google (00:09:36) - The gold rush: Memory businesses; Micron (00:12:36) - Kaspi (00:16:19) - Your deepest desire is your destiny; Finding stocks on Value Investors Club (00:22:15) - Invest in your highest conviction bets (00:25:50) - How to decide about investing in a stock; Adobe vs. Kaspi (00:28:44) - SpaceX; Elon Musk (00:32:54) - The too hard pile (00:35:59) - Evaluating the management; NVR (00:39:55) - Focus: The most important mental model (00:41:20) - When to exit from a position; Impact of business moats The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

NVIDIA takes center stage on this episode of The Hot Options Report following blockbuster earnings and a surge in options activity. Mark Longo breaks down the hottest names and most active options trades across the market, including massive volume in NVDA, another busy session for Tesla, heavy short-dated call activity in Apple, bullish action in Intel and Palantir, and an enormous options roll in PG&E. We also check in on Micron, Amazon and more while highlighting the strikes, expirations and unusual flows driving the options market. Go to TheHotOptionsReport.com to run your own options reports.

In this episode of the Construction Corner podcast, Dillon dives deep into the AI-driven data center boom and what's really holding it back. He argues that while demand for electrical engineers and construction is set to grow significantly, the true bottleneck isn't chip supply or capital — it's power generation and transmission, tangled up in legislative and utility delays. Along the way, he unpacks how memory shortages, fab construction (like Micron's long-stalled New York facility), and hyperscaler CapEx spending from the "Mag Seven" all ripple through the supply chain together.The conversation then takes a turn toward the future: could data centers eventually move off-planet? Dillon walks through how SpaceX's Starship and V3 satellites are multiplying available bandwidth, how NVIDIA has already tested GPUs in space, and why space-based or off-shore data centers might become the answer once terrestrial power and jurisdictional constraints become too limiting — pointing to alternatives like the Middle East as jurisdictions more willing to host this infrastructure.

In this episode of Milk Road Crypto, Fundstrat's Tom Lee breaks down why he believes Ethereum is still “vastly, vastly undervalued”, and why the next five years of crypto could be defined by ETH, tokenization, AI agents, and Wall Street moving financial assets onchain. After Ethereum's explosive rally and massive crypto short squeeze, Tom explains why he believes this could be the start of a much larger move rather than another temporary bounce. He also reveals why Bitmine has accumulated more than $14 billion worth of ETH, why it is targeting 5% of Ethereum's total supply, and why he believes even Ethereum's previous all-time highs could significantly undervalue the network's long-term opportunity.~~~~~

Original ⁠https://youtube.com/live/kmEhrcHMc3oLINK ARTICULO⁠⁠⁠ https://inversionesytrading.com/acciones-stocks/nvidia-dispara-al-nasdaq-097-salesforce-salta-116-y-petroleo-rebota-08/PUNTOS:

If there were any doubts about who's wearing the crown in the AI revolution... Nvidia just delivered another monster quarter. In today's episode, we're breaking down the latest earnings from Nvidia—and these aren't numbers that matter only to NVDA shareholders. Nvidia reported $96.2 BILLION in quarterly revenue, up an incredible 106% from a year ago. Even more impressive, its Data Center business generated $89 billion, up 117% year over year. Think about that for a moment. Nvidia isn't just growing. A company of this size just more than DOUBLED its revenue in one year. So the big question for today's show isn't simply whether Nvidia had a good quarter. It's: Can Nvidia—and the AI boom—keep this going? We'll dive into the numbers and look at what Nvidia's results tell us about the entire artificial-intelligence ecosystem. We'll discuss: Nvidia's latest earnings – What jumped out from the report and where the growth is coming from. Data Center dominance – What $89 billion in quarterly Data Center revenue tells us about global AI infrastructure spending. The AI spending boom – Are Microsoft, Meta, Amazon, Alphabet and other hyperscalers still willing to spend enormous amounts of money building AI infrastructure? Semiconductors – What Nvidia's results could mean for AMD, Broadcom, Micron and the rest of the chip sector. Memory – More AI computing means enormous demand for high-performance memory. Does Nvidia's growth strengthen the case for DRAM and HBM? Energy & infrastructure – All those GPUs have to go somewhere—and they require data centers, electricity, cooling, networking and an enormous infrastructure buildout. Valuation – At some point, even incredible growth can become fully priced in. Has Nvidia reached that point? The broader market – Nvidia has become so large and influential that its results can impact the Nasdaq, S&P 500 and overall investor sentiment. That's what makes this earnings report so important. Nvidia is no longer simply a semiconductor company investors watch four times a year. It's become one of the market's primary gauges of the entire AI investment cycle. Going into today's report, options markets were pricing roughly a 5.4% move in Nvidia shares, representing approximately $280 BILLION in potential market-cap movement in either direction. That's larger than the entire market capitalization of most companies! And with concerns growing recently about massive AI spending, stretched technology valuations and whether companies are generating enough return on their AI investments, Nvidia's results provide an important reality check. If AI is a bubble, somebody forgot to tell Nvidia's customers. But that doesn't mean the risks have disappeared. We'll separate the incredible fundamentals from the stock's valuation and ask the question traders actually care about: Great company... but is it still a great trade? For additional research, check out Nvidia Investor Relations and Nvidia Financial Reports. Listen now:

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über das Rekordhoch der Allianz, einen erneuten Kurssprung bei Moderna und einen echten Dämpfer für Sportartikel-Konzerne. Außerdem geht es um Nvidia, Micron, Dick's Sporting Goods, Nike, Under Armour, Adidas, Puma, Merck & Co., SpaceX, Siemens Energy, Deutz, Infineon, Suss Microtec, Deutsche Börse, Alphabet, Volkswagen, Goldman Sachs, CVC, EQT, Brookfield, KKR, BlackRock, JPMorgan, iShares Core Global Aggregate Bond (WKN: A2H6ZT), iShares EUR Flexible Income Bond Active (WKN: A40JYG), JPMorgan Global IG Corporate Bond Active (WKN: A414MF), Pimco Euro Short Maturity (WKN: A1H497), JPMorgan Global Aggregate Bond Active ETF EUR Hedged (WKN: A3EMZ4). Am 2. Oktober findet unser „Alles auf Aktien"-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Market Mondays is back with a breakdown of the biggest stories moving markets. We cover the bond market, what history says about stocks around midterm elections, warning signs from the VIX, and the biggest investing mistakes people are making right now.We dive into NVIDIA ahead of earnings, Jensen Huang's AI strategy, changing valuations, memory pricing, Micron, CrowdStrike, and the future of the AI trade. We also look at McDonald's as an economic signal, CAVA vs. Chipotle, and why time in the market can beat constantly trading.Plus, we close with audience questions and a rapid-fire This or That featuring Costco vs. McDonald's, Tesla vs. BYD, Robinhood vs. Meta, Bloom Energy vs. JPMorgan, Google vs. Stryker, and more. #MarketMondays #Investing #StockMarket #NVIDIA #NVDA #AI #Bitcoin #Trading #Finance #Wealth #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

NVIDIA takes the options crown as a rough Monday leaves call buyers feeling the heat. On this episode of The Hot Options Report, we break down the most active names across the options market, including NVIDIA, Tesla, Apple, Micron, Intel, Amazon, Meta, Alphabet and Microsoft. With NVIDIA earnings looming, NVDA leads the options volume charts while the stock pulls back and its hot 210 calls ultimately expire worthless. Tesla also slides as its heavily traded 360 calls finish out of the money, while Micron takes another wild ride and Apple, Amazon, Meta, Alphabet and Microsoft all contribute to a recurring theme: same-day calls that offered brief opportunities before fading into the close. Plus, we check out unusual options activity in IBIT, Walmart and Snap on the Little Sweeps scan. Which options were traders buying and selling? Where did the biggest volume hit? And who came out ahead on a challenging day for call buyers? Find out on this episode of The Hot Options Report. Go to TheHotOptionsReport.com to run your own options reports.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcA stock can be up 30% in a day and still be a terrible trade. That's one of the biggest takeaways from this conversation. Instead of chasing beaten-down stocks just because they look “cheap,” the discussion breaks down why falling prices can be a warning sign, how concentration can destroy a portfolio, and why finding the strongest themes may be far more important than simply finding stocks that have fallen the most.There's a part in here that really hits. Just because a stock has gone up in the past doesn't mean it will keep going up. Palantir is a perfect example, with a massive 30% move in a single day after previously falling roughly 50%. The conversation gets into the risk behind moves like that and why loving a company doesn't mean ignoring how much volatility you're actually taking on.The Sector Intelligence Map gets a lot of attention too. Instead of blindly searching for individual stocks, the discussion looks at identifying the sectors and industries that are already showing strength. Materials, technology, and industrials become potential areas to explore, and the data starts showing something really interesting. Stocks with average volume above 2 million shares produced a 3.94% edge in the test compared with 1.66% overall, while the lower-volume group actually showed a negative edge. It's still a limited dataset, but the difference is big enough to make higher liquidity a very interesting variable to test.And there's a bigger lesson about trading discipline running through the entire conversation. Having a setup and actually taking that setup are two different things. The discussion explains why sitting in cash while waiting for your setups is completely different from overtrading, and why skipping valid trades because you're afraid of another loss can ultimately destroy the expectancy of your strategy.The AI theme also adds another fascinating layer. With AI infrastructure, chips, data centers, and energy plays moving together, finding the broader theme can make it easier to identify groups of stocks benefiting from the same underlying trend. The Sector Intelligence Map is built around exactly that idea: find the groups that are moving, then identify the individual opportunities inside them.✅ SMCI, Micron, Palantir, and high-volatility stock analysis✅ Why buying beaten-down stocks can be extremely risky✅ Sector Intelligence Map and finding strong market themes✅ Higher-volume stocks, trading expectancy, and liquidity✅ Trading discipline, valid setups, overtrading, and risk managementIf you've ever looked at a stock that dropped 30%, 40%, or 50% and thought, “This has to bounce”… this one is worth watching. Sometimes a stock is down for a very good reason, and sometimes the better opportunity is finding where the strength is instead of trying to catch the falling knife.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

What does mayhem in the bond market have to do with AI? And why are discount retailers getting a boost? Plus, how did Moderna help lift healthcare stocks? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does mayhem in the bond market have to do with AI? And why are discount retailers getting a boost? Plus, how did Moderna help lift healthcare stocks? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It may have been a quiet Friday in the dog days of summer, but options traders were still making some big bets. On this episode of The Hot Options Report, we break down the most active names and notable trades lighting up the options tape, including Tesla, Nvidia, Apple, SpaceX, Strategy, Palantir, Micron, Amazon, Robinhood and SoFi. We also head into the 10K Club to uncover some of the biggest options trades of the day in Chevron, XLF, Warner Bros. Discovery and more. Plus, we look at a recurring theme across the market: aggressive short-dated call buyers who had opportunities to cash in during the session—but in many cases watched those options ultimately expire worthless. Go to TheHotOptionsReport.com to run your own options reports.

Stocks like Micron (MU) and SanDisk (SNDK) have phenomenally outperformed over the last 12 months, but also fell victim to a recent ramp in tech volatility. Bob Lang sees more room to run for the AI memory trade due to margin opportunity in dRAM and an eventual downtrend in supply woes. Ed Butowsky spotlights Micron's backlog as a key bullish factor warranting the stock's stellar rise. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Yields tick higher again, even after the U.S. Treasury's historic bond market intervention. The traders make sense of the impact on stocks, and CSIS' Phil Luck weighs in on whether another U.S. credit downgrade could be in the cards. Then, former Walmart U.S. CEO Bill Simon joins with his reaction to Walmart's big same-store sales decline--and why he says Target stock looks more attractive now. Plus, bitcoin at more than two-month highs, Deere's day in the sun and what Micron's CEO had to say about the red-hot memory market. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with Jim live from Micron headquarters in Boise, Idaho. The chipmaker announced a $10 billion investment in a new AI and memory research lab. Cramer spoke exclusively with Micron CEO Sanjay Mehrotra about how the company is capitalizing on the AI boom. The anchors discussed a number of stories weighing on stocks: Walmart shares tumbled after the company missed on raised guidance and posted its weakest same-store sales growth in more than six years; Yields rebounded one day after the Treasury Department announced an increase in bond buybacks; Oil prices jumped after President Trump threatened "unprecedented" economic war against Iran. Also in focus: Strategy, Coinbase and Bitcoin extend their big rally sparked by Trump's White House meeting with crypto executives. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of The Option Block, we dig into the wild action in Moderna (MRNA) following its massive biotech-fueled surge and ask the question on every options trader's mind: Was there any unusual options activity ahead of the big news? The Flowmaster goes back through the MRNA tape looking for clues and weighs in on whether there was any suspiciously well-timed options activity before the stock exploded higher. We also break down the latest action in SPX, VIX, IWM and the broader options market, including a massive VIX upside trade, heavy put activity in the small caps, Walmart's post-earnings selloff, and the latest moves in Micron, Strategy, Tesla, NVIDIA and SpaceX. Plus, we venture into the Odd Block for unusual options activity in Webull (BULL) and biotech name Precigen (PGEN), discuss the renewed strength in gold, silver and crypto, and debate what is really driving the markets right now — AI spending, rates, geopolitics or the looming midterm elections. Featuring Mark Longo, Henry "The Flowmaster" Schwartz from Cboe and Uncle Mike Tosaw from St. Charles Wealth Management.

On this episode of Market Mondays, we break down the markets from every angle — investing, futures trading, technical analysis, ETFs, portfolio strategy, and long-term wealth building.We dive into Micron's technical setup, Berkshire Hathaway's $19.8 billion buying spree, Microsoft vs. SMH, LEAPS before earnings catalysts, new ETF opportunities, and the one stock we'd never sell. We also review portfolios, break down comparison tools, discuss the hardest part about trading, and debate the best era for market drawdowns.Plus, Rashad delivers a public address, we reveal 7 financial moves to make before 40, share the Investing Fact of the Week and Futures Trading Tip, and close with a rapid-fire This or That lightning round.#MarketMondays #Investing #Stocks #StockMarket #Trading #Futures #ETFs #Micron #Microsoft #BerkshireHathaway #FinancialFreedom #WealthBuildingAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Carl Quintanilla and Jim Cramer discussed what to make of the global bond sell-off that sent stocks falling, especially in the tech sector. The anchors explored why Home Depot shares erased earlier gains despite the company's better-than-expected Q2 results. Also in focus: Opening arguments begin Tuesday in Meta's federal trial on child safety; Klarna plunges; Diesel crack tops $100/barrel; Anthropic's revenue boost; Disney's ABC sues the FCC; A look at Micron and the memory chip makers; July housing starts tumble more than 12%; Baidu slides on a Q2 miss.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime.

Carl Quintanilla and Jim Cramer led off the show with tech as a market bright spot: Sandisk, Western Digital and Micron rallied after The Wall Street Journal reported Commerce Secretary Lutnick urged Apple not to buy Chinese memory chips. The anchors discussed Anthropic amid reports its revenue has skyrocketed as the AI startup prepares to go public. President Trump's comments on the Iran war also in the spotlight — from his warning to Oman to him urging Americans to accept higher gas prices. Also in focus: The beaten-down names Cramer believes you should buy now, Nvidia's $21 billion SpaceX stake, OpenAI's president on recent executive departures, Disney's CEO on the company's stock slump, Situational Awareness meltdown fallout.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ONLY 25 SPOTS LEFT! 3 YEAR DEAL http://www.ianinvest.comMarket Mondays is back with a full breakdown of the biggest investing conversations happening right now. We recap Invest Fest, share our biggest lessons and networking takeaways, and break down how to get friends and family off the sidelines and focused on long-term investing.We dive into Nvidia's massive $500 billion AI financing deal, Intel's $15 billion stock offering, and whether SpaceX could become the next Tesla-style trade. We also debate how much longer tech can dominate the market, why SPY and VOO remain core holdings, and which name we're choosing between Micron, DRAM, and SanDisk.Plus, we reveal our year-end S&P 500 target, explain how VIX levels influence cash deployment, discuss how much of a serious portfolio should ever be allocated to single-drug biotech stocks, and deliver the Investing Fact and Trading Tip of the Week.#MarketMondays #Investing #StockMarket #Nvidia #SpaceX #Micron #SanDisk #Intel #SP500 #VIX #ArtificialIntelligence #InvestFest #Stocks #WealthBuilding #EYLAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy