Podcasts about micron

Investors face a Fed meeting, chip giant Micron's results, and a long awaited Nvidia conference. Stocks are down three straight weeks, and oil hit $98 Friday, dominating news. Important Disclosures This 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. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. 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. (0131-0326) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A fresh wave of semi catalysts lining up for next — from Nvidia's GTC event to Micron earnings and an AWS–Cerebras tie-up. What Fast Money Friend Gene Munster is watching, and what to expect from Nvidia's CEO Jensen Huang when he takes the stage. Plus Jefferies' David Zervos joins us with a simple message for investors: “Don't panic,” as traders weigh inflation risks, Meta's reported AI delay, and Boeing's push to fix wiring issues. 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.

With the Iran war now into its fourteenth day, Carl Quintanilla and Jim Cramer explored how investors should navigate volatile stock and oil markets heading into the weekend. Cramer explained why "we're buying some stuff today for the Trust." Shares of Adobe down sharply after Shantanu Narayen announced he will step down as CEO once a successor is found — and stay on as chair. The anchors reacted to a raft of economic data, including PCE — the Fed's preferred inflation gauge. Also in focus: Meta reportedly delaying an AI rollout, financials and private credit woes, Micron and the memory chips rally, countdown to next week's Nvidia GTC AI conference.   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.

In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain. From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty—without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be “buying the umbrella in the rain”), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure—individual names vs. ETFs—and wrap up with updates on the podcast’s YouTube live plans and what’s coming next. Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

Today is Monday, March 9, 2026. Welcome to In Case You Missed It, our weekly five-minute rundown of important channel news stories that might have flown under the radar last week. In this edition: Ingram Micro Q4 and full year 2025 results: Ingram Micro reported fourth quarter net sales of $14.9 billion (up 11.5%) and full year net sales of $52.6 billion (up 9.5%), with its Xvantage platform now driving “billions” in transacted revenue. The company debuted the “AgenTeq” brand for its agentic AI capabilities, including a Sales Brief Agent initially piloted in Canada. Memory pricing crisis update: Dell is “compressing discounting” and shortening quote windows. HP says memory costs doubled in one quarter to 35% of PC production costs. Intel’s CEO says there’s no relief until 2028. The message to partners: quote fast, communicate pricing risk early, and plan for volatility. MSP Well launches as the channel’s first mental health community: Co-founded by Joe Ussia (Infinite IT Solutions), James Mignacca (Cavelo), and Miguel Ribeiro (VBS IT Services), MSP Well is a free peer-support network for IT and MSP professionals dealing with burnout, stress, and the mental health impact of cybersecurity work. Launched at XChange March 2026 in Orlando. ServiceNow claims AI bot resolves 90% of its own help desk tickets: The “Autonomous Workforce” agent handles Level 1 IT issues end-to-end, including password resets, VPN issues, and software access, with 99%+ resolution rates in targeted categories. GA expected in the second half of this year. Read Full Transcript Hello and welcome to In Case You Missed It from ChannelBuzz.ca. Your Monday morning recap where we catch you up on some of the channel news and trend headlines you may have missed in the last week. I’m Robert Dutt, editor of ChannelBuzz.ca. Today is Monday, March 9, 2026. Let’s get your week started right. Ingram Micro closed out fiscal 2025 with some pretty strong numbers. The distributor reported fourth quarter net sales of just under $14.9 billion, up 11.5% year over year and above the high end of its guidance range. For the full year, net sales came in at $52.6 billion, up nearly 10%. The company attributed the growth to strong demand across its core distribution business, an uptick in cloud marketplace revenue, and continued traction from its Xvantage digital platform, which management now says drives “billions of dollars” in transacted revenue. But the detail that caught my attention is a word, not a figure. During the earnings call, Ingram introduced the name AgenTeq – T-E-Q, by the way – as its branding for its agentic AI capabilities within the Xvantage platform. AgenTeq encompasses over 400 AI and ML models that Ingram’s been building, including a tool called the Sales Brief Agent, which gives Ingram sales teams real-time AI-generated intelligence on partner and customer accounts to help uncover growth opportunities. And in a detail worth noting for this audience, the Sales Brief Agent was initially piloted here in Canada before its planned global rollout in the first half of this year. We’re still learning what AgenTeq means in practical terms for channel partners and it’s early days for the branding, but the combination of its financial results and the platform investment suggests Ingram is placing a very deliberate bet on AI-driven distribution. A story we’ll be following up very soon here on In The Channel. If you listened last week, you heard us lead with the component shortage story. Cisco rewriting partner contract terms, Lenovo warning of March price hikes, Western Digital’s entire 2026 production already spoken for. The situation has not gotten better. In fact, it’s getting worse and faster than most of us expected. Dell COO Jeff Clarke told analysts last week the company’s compressing discounting and that quotes are now valid for “the shortest period of time they’ve ever been.” HP’s CFO disclosed that memory costs have doubled in a single quarter and now represent about 35% of PC production costs, up from 15 to 18% a few months ago. And Intel CEO Lip-Bu Tan says there’s no relief coming until 2028, a timeline backed by both SK Hynix and Micron. The takeaway for partners hasn’t changed from last week, but it’s more urgent now. Shorten your quote windows, have the pricing conversation with customers early, and assume that anything you quote today can and will cost more by the time it ships. Grab your helmet. Switching gears to something that doesn’t come up nearly enough. A new community initiative called MSP Well was formally launched this week at The Channel Company’s XChange conference in Orlando. MSP Well is a peer-support community dedicated to mental health and resilience among IT, MSP, and MSSP professionals. It was co-founded by Joe Ussia, CEO of Infinite IT Solutions, James Mignacca, CEO of Canadian vendor Cavelo, and Miguel Ribeiro of VBS IT Services. As Ussia put it, “the channel talks constantly about tools, threats, and uptime, but rarely about the human cost to the people doing the work.” MSP Well aims to change that, offering peer support, a Discord community, an anonymous call line, and partnerships with certified counsellors. It’s a meaningful initiative, and it’s something we’re looking forward to following up on here on In The Channel. And finally, ServiceNow says it has built an AI agent that’s now resolving 90% of inbound IT tickets on its own internal employee help desk. The system handles high-volume Level 1 issues like password resets, software access, VPN connectivity, and hardware troubleshooting, with resolution rates above 99% in those categories. When it gets stuck, it escalates rather than guessing. It’s an internal deployment for now, with general availability scheduled for the second half of the year. ServiceNow’s annual Knowledge conference takes place in May, and I’d expect we’ll hear a lot more about it there. Those are some of the things we were paying attention to last week. This week on In The Channel, we take a look at Check Point’s recent acquisition spree and how it all comes together with their chief strategy officer, Roi Karo. Sit down with frequent guest Tony Anscombe from ESET to talk about the current threat landscape. And break down the most meaningful findings of the Nutanix Enterprise Cloud Index report. I’m Robert Dutt for ChannelBuzz.ca. Have a great week!

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/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingThe US-Iran conflict is creating major volatility across the stock market, commodities, and AI-driven growth stocks, and for smart investors, that kind of chaos can create massive opportunity. In this video, we break down how the latest geopolitical tension could impact SPY, oil, gold, silver, semiconductors, defense-adjacent technology, and some of the market's biggest momentum names.We cover why rising fear in the market can shift money into oil, precious metals, and select sectors while also creating discounts in high-quality growth stocks. This includes a look at SPY, USO, GLD, SLV, NVDA, MU, DTE, ORCL, MRVL, PLTR, MSFT, and TSLA. If you want to understand how smart money may position during a geopolitical shock, inflation scare, commodity spike, or broad market pullback, this breakdown is built for you.This video explains how investors can think through market rotation, risk management, sector leadership, and asymmetric upside when headlines get noisy. Instead of reacting emotionally to war headlines, the goal is to identify where capital could flow next, which assets may benefit, and which stocks could become even more attractive if volatility increases.Topics covered in this video:US-Iran conflict stock market impactHow oil prices affect SPY and growth stocksWhy gold and silver may react during geopolitical fearSafe haven trades vs. risk-on opportunitiesAI stocks to watch during market volatilitySemiconductor stocks and macro pressurePalantir, Oracle, Microsoft, Nvidia, Marvell, Micron, and Tesla analysisHow smart investors use fear to find opportunityTrading and investing strategy during geopolitical uncertaintyMarket outlook for commodities, tech, and indexesWhether you are a trader looking for the next setup or a long-term investor trying to make sense of the macro picture, this video will help you cut through the noise and focus on what actually matters. The market rewards preparation, not panic.Subscribe for more stock market analysis, trading psychology, investing strategy, macro breakdowns, and high-conviction stock ideas built for serious investors.TNO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

US stocks rebounded as easing oil prices and stronger economic data calmed fears of a growth scare.The Dow, S&P 500 and Nasdaq all climbed, snapping a 3-day losing streak for the market.Chipmakers such as Nvidia, AMD and Micron helped power the rally as investors returned to tech.Kyle Rodda, Senior Financial Market Analyst at Capital.com weigh whether the rebound signals renewed confidence or just short term relief.See omnystudio.com/listener for privacy information.

Micronがサーバ／データセンター用「LPDRAM SOCAMM2」の256GBモデルをサンプル出荷　新しいLPDDR5Xダイで容量アップ＋消費電力削減。　Micron Technologyは3月3日（米国山岳部標準時）、サーバ／データセンター向けメモリモジュール「LPDRAM SOCAMM2」の256GBモデルを開発し、サンプル出荷を開始したと発表した。従来の約1.33倍の容量（192GB→256GB）を備えており、AI処理を行うデータセンターで求められる大容量と省電力を両立しつつ、RDIMM（Registered Dual Inline Memory Module）と比べて設置面積を減らせることが特徴だ。

Seeking Alpha's Head of Quant, Steven Cress, gives a market update in this heated environment (1:20) Context for sliding stocks like Credo and Micron (10:00) 3 REIT strong buys for dividend seekers (17:30)Show Notes:Top 3 Dividend Stocks As A Hedge: Iran Escalation And Inflation Hotter Than Expected6 Smart Stock Ideas For A Barbell Strategy3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Alissa Coram and Ed Carson walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Overnight, Wall St saw a rebound from yesterday's sell off, as investors fears about surging oil prices and an extended conflict in the Middle East were allayed somewhat. The Dow Jones added 0.5%, the S&P500 gained 0.8%, while the Nasdaq was the biggest winner adding 1.3%, spurred by chip stocks such as Micron and AMD gaining 6%.What to watch today:Back home, the ASX is set for a similar rebound, after yesterday's session saw $60 billion erased from its market cap in a 1.9% drop the second worst day since last April's Liberation Day. The SPI futures indicate the ASX will open 1.1% higher. Moving to some trading ideas for today, Bell Potter have maintained their buy rating on Endeavor Group (ASX:EDV), with a 12 month price target of $4.15, as they believe that market expectations are low for the company's strategic refresh, leaving room for greater upside potential.They also maintain their buy rating on Genusplus Group (ASX:GNP) with a 12 month price target of $9.50, after the company announced it has entered into an agreement to acquire 100% of Railtrain Holdings Pty Ltd for a total consideration of $55 million, solidifying its track record of strong M&A strategy. Finally ending on some commodities news, which have somewhat stabilised after a few days of heightened volatility. The surging Crude Oil has flattened, trading just 1.8% up at around $75 per barrel, largely due to President Trump's pledge to deploy the US navy to provide risk insurance for all tankers passing through the Strait of Hormuz. Precious metals have seen similar trends, with Gold up 0.9% to US$5133 per ounce, and silver up 1.5% to US$82 per ounce. Gold especially has seen a conflict of both headwinds and tailwinds of late, as geopolitical uncertainty creates safe haven demand, however a strong US dollar and inflation fears from higher energy costs put downward pressure on the price. 

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.WallStreetBets is going wild again… so Joe and I decided to sit down and ask a simple question:Would we actually buy any of these stocks right now?We start with the market first, because that's the backbone of everything. About 40 percent of any stock's move is tied to the market, 30 percent to the sector, and only 30 percent to the stock itself. And right now? The market trend is down. Bearish. Choppy. Frustrating.Joe and I walk through it step by step inside OVTLYR. We look at breadth. We look at fear and greed. We look at trend, signals, overhead order blocks, and whether buyers are actually in control or just hoping.Then we pull up names like Nvidia, Micron, silver, and other WallStreetBets favorites and ask the real question… is this a Lambo, or is this a food stamp?Here's what we dig into:✅ Why buying the dip in a bearish market can wreck your account✅ How breadth quietly tells you when trades get easier or harder✅ Why overhead resistance traps buyers over and over✅ How volatility should control your position size✅ What the “slingshot” setup inside OVTLYR really meansWe also break down the actual trading plan being used in the U.S. Investing Championship, including how it was backtested across 7,000 trades with a statistical edge. No fake guru energy. No hindsight predictions. Just math, discipline, and risk control.At one point things even go completely off the rails with a parody “buy the dip” character, because let's be honest… that mindset is everywhere on YouTube right now.If you're tired of guessing, chasing red candles, or feeling stuck in a sideways market, this conversation is going to feel real. It's about stacking probabilities, protecting capital, and knowing when to sit in cash.Watch it through. Then decide how you want to trade.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Bu bölümde Seyfeddin'in Topkapı Sarayı gezisi, Xbox'daki üst düzey yönetici değişiklikleri, Mülksüzler ve Fahrenheit 451 kitapları ve Shrinking dizisi üzerine sohbet ettik. Bizi dinlemekten keyif alıyorsanız, kahve ısmarlayarak bizi destekleyebilir ve Telegram grubumuza katılabilirsiniz. :) Yorumlarınızı, sorularınızı ya da sponsorluk tekliflerinizi info@farklidusun.net e-posta adresine iletebilirsiniz. Zaman damgaları: 00:00 - Topkapı 17:35 - Xbox'ın Sonu 29:28 - Okuduklarımız, Fahrenheit 451 1:14:47 - Okuduklarımız, Mülksüzler 1:44:00 - İzlediklerimiz, Shrinking Bölüm linkleri: Monofor Xbox chief Phil Spencer is leaving Microsoft Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead Windows is Ruining New Laptops. Expedition 33 Writing to Learn Piranesi Persian Fire Fahrenheit 451 Old Man and the Sea Coraline Technofeudalism Proust and the Squid The Dispossessed Only the Paranoid Survive Inside Anthropic's existential negotiations with the Pentagon Shrinking The Godfather Mountainhead

Les modèles d’IA de la semaine, stockage sur verre sur plus de 10 000 ans par Microsoft, la suite de la RAM-pocalypse avec les investissements de Micron et Samsung, l’avenor de Tesla d’Elon Musk avec son robot-taxi (cybercab) et les enjeux juridiques de l’autopilot.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord IA de la semaine Autodesk veut ses World Models. GLM 5 fois mieux ? Les LLM aussi l'ont sur le bout de la langue… Y'a une IA c'est Aya. Le Mistral est un vent du nord. Un gros câlin pour GGML. Mauvaise langue : bientôt de meilleures fantrads ! Je vois des gens qui sont morts… en vidéo. Tesla lance son robotaxi pas encore autonome. Avis de SSDécès Aux émirats, ça Cerebrasse pas mal de fric. Taalas ! Ton univers impitoyaaableuh ! Les datacenters, c'est toi plus moi plus eux plus tous ceux qui le veulent… Crise de la RAM ? Loué soit HP. Achetez votre SSD maintenant. Ou dans 3 ans. Le stockage verre l'infini et au-delà. Le Donut ? C'est du solide ! Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

Your next laptop is about to cost a lot more. So is your next phone, your next SSD, and pretty much every piece of consumer tech you've been planning to buy. The reason is not what you'd expect. The global memory supply is being devoured by AI. Samsung, SK Hynix, and Micron, the three companies that make 95 percent of the world's RAM, have been redirecting their manufacturing toward high-margin AI chips. The result is a consumer memory shortage so severe the industry is calling it RAMmageddon. In this episode, we break down what's actually happening behind the scenes, why data centers are now consuming 70 percent of all memory chips produced, and why Intel's CEO says there's no relief until 2028. We also look at the real-world price impact that's already hitting: Laptop prices up $55 to $765 depending on specs SSD prices surging 90 percent in one quarter Fewer smartphones being produced at higher price points The PC market projected to decline up to 9 percent in 2026 Possible delays for next-gen gaming hardware including the PS6 Plus, what this means for your tech purchasing decisions right now, and why this might actually be a good moment to rethink your relationship with upgrading. If you're planning any tech purchase in 2026 or 2027, this is the episode to listen to first. Subscribe to The Healthier Tech Podcast wherever you listen so you never miss an episode. This episode is brought to you by Shield Your Body—a global leader in EMF protection and digital wellness. Because real wellness means protecting your body, not just optimizing it. If you found this episode eye-opening, leave a review, share it with someone tech-curious, and don't forget to subscribe to Shield Your Body on YouTube for more insights on living healthier with technology.

As we gear up for Nvidia earnings, the conversation in the AI data center era has shifted toward one critical ingredient: Memory. In this video we are discussing the "memory trade" and why High Bandwidth Memory (HBM) is causing such a shift in the market.In this video, we break down Micron's (MU) aggressive production ramp and debunk the rumors surrounding their place in Nvidia's supply chain. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – The Memory Trade & Nvidia Anticipation 00:45 – HBM: The Essential AI Ingredient 01:45 – Addressing the Nvidia Supply Chain Rumors 02:30 – Is Memory a Commodity? The Cyclical Risk 03:15 – Calculating Free Cash Flow (FCF) 04:00 – Demand vs. Supply: Why Prices are Rising 05:00 – The Global Fab Expansion: Idaho, NY, & Beyond 06:15 – The $150 Billion CapEx Assumption 07:20 – Micron Valuation: 2026 & 2027 Forecasts 08:00 – Final Thoughts: Still Going Strong?If you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video 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.#Micron #MU #AIInvesting #Semiconductors #HBM #ChipStockInvestor #StockValuation #TechStocks #Nvidia #MemoryTradeNick and Kasey own shares of Micron

The RAM-apocolypse continues of course, with hints of it hitting general manufacturers, and delay of gaming systems and even spinning harddrives.  At least Micron is making some PCIe 6 drives you cannot have.  Also, since we are sometimes audio geeks as well as PC, we talk about some bananas.  Seriously.  You'll just have to listen to get the scoop on bad Chrome extensions, bad Copilot, and bad password managers.  Until then, enjoy Unread Tournament 2004!Timestamps:0:00 Intro01:15 Patreon03:22 Food with Josh05:20 Acer and ASUS caught up HEVC patent dispute07:15 Intel's new annual GPU cadence09:00 Micron is making PCI-E 6.0 SSDs that you can't have11:10 WD CEO says storage is already sold out for 202614:07 Warning - many consumer electronics companies will fail this year22:25 Sony may push PS6 launch as far as 202922:55 US reportedly removes two Chinese memory companies from banned list25:54 RTX 5090 LIGHTNING is 5090 USD (list price, anyhow)29:35 Audio dragged through the mud - and a banana34:34 (In)Security Corner45:07 Gaming Quick Hits50:35 Jeremy reviews 25 USD speakers from Cyber Acoustics56:53 Picks of the Week1:08:51 Outro ★ Support this podcast on Patreon ★

The options tape was scorching this Friday as we wrap up a dense week of trading. Host Mark Longo breaks down a massive session where it took over 714,000 contracts just to crack the Top 10. From Nvidia's staggering volume at the $190 strike to Alphabet's 4% rally that erased its yearly losses, we analyze the biggest movers in the game. We dive deep into the intraday volatility of Micron, the "untamed beast" of 2026, and track the heavy flow in Tesla's $415 calls. Whether you're tracking Palantir, AMD, or Microsoft, we highlight where the smart money was sweating and where the premium buyers got burned at the close. In this episode: The Top 10 Countdown: A breakdown of the most active underlying products today. Winner of the Day: How Alphabet (GOOGL) bulls capitalized on the $310 calls. The Nvidia Monster: Analyzing the 515,000 contracts traded at the $190 strike. Weekly Recap: Insights from the Volatility Death Match and what's next for the crypto and equity markets.

Charles Payne is joined by Dave Mazza, CEO of Roundhill Investments, to discuss why heavy spending from tech giants is a necessary investment in future infrastructure. They explore a shift in focus toward hardware and testing companies like Micron, Light, and Teradyne, while highlighting growth in artificial intelligence and humanoid robotics. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tony: -Carbonation Station: Georgia Peach Arizona Energy   -Snapmaker U1 early Impressions   -Incoming Apple Event: https://www.engadget.com/computing/laptops/apples-next-event-is-set-for-march-4-145931890.html   -Update on the Moderna Flu Shot Rejection: https://arstechnica.com/health/2026/02/trump-official-overruled-fda-scientists-to-reject-modernas-flu-shot/ Jarron:  -Rivian reported a profit! https://tech.slashdot.org/story/26/02/15/2333200/rivians-stock-spikes-27-after-reporting-144-million-profit-in-2025?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Micron produces PCIe 6.0 SSD: https://hardware.slashdot.org/story/26/02/17/1710225/microns-pcie-60-ssd-hits-mass-production-at-28-gbs?utm_source=rss0.9mainlinkanon&utm_medium=feed   -Western Digital is out of hard drives: https://hardware.slashdot.org/story/26/02/16/188251/western-digital-is-sold-out-of-hard-drives-for-2026?utm_source=rss0.9mainlinkanon&utm_medium=feed   -End-to-end encrypted RCS coming to iPhones: https://www.theverge.com/tech/879792/apple-iphone-android-rcs-messages-end-to-end-encrypted Owen: -Robot. Boxing. Need I say more. https://restofworld.org/2026/chinese-robot-boxing-unitree-rek/   -This tracks. https://www.theverge.com/report/879327/eva-ai-cafe-dating-ai-companions Lando: -Elon Musk wants to move the cloud to space! https://apnews.com/article/elon-musk-orbital-ai-data-centers-xai-spacex-92bc8ad95593bf3b5b801ddf36427194   -New law to prevent electronic price gouging. https://gizmodo.com/dems-want-to-ban-surveillance-pricing-at-big-grocery-stores-2000722182

(Feb 19, 2026) The Olympic Regional Development Authority says it doesn't have a long-term plan to care for its facilities in Lake Placid; people living north of Syracuse are concerned about the wastewater that could come from the massive Micron semiconductor chip plant; and as the Winter Olympics wind down in Italy, we have a conversation with a filmmaker about his own portrait of many of the athletes in the years ahead of the games.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen Dämpfer für Qiagen, die 200-Milliarden-Dollar-Investitionen von Micron und ein weiteres Kapitel im Kampf um Warner Bros Discovery. Außerdem geht es um Vonovia, Aroundtown, Nvidia, Meta, Paramount Skydance, Netflix, Norwegian Cruise Line, Danaher, Masimo, Südzucker, Palo Alto Networks, Deutsche Telekom, Orange, Swisscom, AT&T, SAP, Alphabet, Amazon, Vodafone, Nokia, Ericsson und iShares STOXX Europe 600 Telecommunications (WKN: A0H08R). 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 und AAA-Newsletter. 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. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Listen to Full Audio at https://podcasts.apple.com/us/podcast/ai-business-and-development-daily-news-rundown/id1684415169?i=1000750339368

Marley Kayden and Sam Vadas turn to the latest AI headlines under the surface of Tuesday's trading day, from analyzing Amazon's (AMZN) stretch of weakness to Micron's (MU) struggle to add manufacturing capacity. ======== 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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/d/1ObJTWbt6pcxCtMCjw8Cutz_bjHnXvzEAcuA724668-M/edit?usp=sharing2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/d/1_a-Oi7vdCtaC-fpusF1VtRp87vLuxZH3tgXUxms5DW4/edit?usp=sharingIf you own AMZN, MSFT, NVDA, MU, HOOD, SLV, GLD, SOFI, SPY, DTE, or MSTR, this is not a video to skip.Markets are shifting fast. Mega-cap tech leadership is being tested. AI momentum is evolving. Commodities are quietly positioning. And speculative names are seeing serious volatility. In this breakdown, we dig into the technical structure, trend strength, momentum signals, and risk levels across some of the most widely held retail and institutional stocks right now.This isn't hype. It's tactical analysis.We cover:✅ Amazon stock analysis – trend strength, institutional accumulation, and key support levels✅ Microsoft stock outlook – AI exposure, relative strength vs SPY, and risk zones✅ Nvidia stock breakdown – momentum, exhaustion signals, and volatility structure✅ Micron stock forecast – semiconductor cycle rotation and memory demand themes✅ Robinhood stock – retail sentiment exposure and breakout risk✅ Silver (SLV) and Gold (GLD) – metals trend, inflation hedge narrative, and macro positioning✅ SoFi stock – growth vs profitability debate and technical inflection points✅ SPY S&P 500 ETF – overall market breadth and risk-on vs risk-off signals✅ DTE Energy – defensive positioning and dividend rotation✅ MicroStrategy (MSTR) – Bitcoin correlation, leverage dynamics, and volatility riskWhether you're a long-term investor, active trader, or options strategist, understanding where these stocks sit in their current trend cycle matters. Are we in continuation mode, topping formation, base-building, or early breakout territory? That's the real question.If you manage positions in large-cap tech, AI leaders, precious metals, fintech growth stocks, utilities, or broad market ETFs, this analysis helps you protect capital, identify opportunity, and avoid emotional decision-making.The market rewards preparation — not prediction.Subscribe for deeper stock market analysis, technical breakdowns, and actionable trading intelligence designed to help you save time, manage risk, and make smarter investing decisions.#AMZN #MSFT #NVDA #MU #HOOD #SLV #GLD #SOFI #SPY #DTE #MSTR #StockMarket #Investing #Trading #TechnicalAnalysis #AIStocks #Semiconductors #Gold #Silver #Bitcoin #S&P500NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Dividende automatisch reinvestieren. In fast 4.500 Aktien per Sparplan investieren. Das alles geht bei Scalable Capital. Hier mehr erfahren. Hier teilen wir spontane Events & Meetups. https://whatsapp.com/channel/0029VbBhCOi3gvWVkB5cvc23 Samsung schlägt Micron. Crocs gewinnt trotz HeyDude. Siemens & Fastly = KI-Plays. Adyen verliert Großkunden. Stahl kostet Thyssenkrupp. Magnum Ice Cream verliert wegen Abnehmmedikamenten. Fielmann mit Dividende. Ein kleiner Börsen-Neuling hat seit Mai 150% gemacht und kontrolliert eine Nische in der Energiewende. Wir schauen uns an, was Pfisterer (WKN: PFSE21) neben Siemens Energy (WKN: ENER6Y) und Friedrich Vorwerk (WKN: A255F1) so besonders macht. Über Investor AB (WKN: A3CMTG) kontrolliert die Wallenberg-Familie knapp 40% von Schwedens börsennotierten Firmen. Mit der Holding schlagen sie seit 15 Jahren in Folge den Markt. Jetzt steht ein Generationswechsel bevor. Das ist ein Risiko. Diesen Podcast vom 13.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Tesla is embarking on a shift in business operations, and the implications for the semiconductor industry could be significant. In this video, we examine Tesla's 2026 capital expenditure (CapEx) outlook through the lens of operating leverage.With a projected $20 billion in CapEx for 2026—not including the proposed TeraFab, Tesla is moving further away from being just an automaker and closer to becoming a vertically integrated robotics and AI powerhouse. What does this mean for current suppliers like Nvidia, Qualcomm, and Micron? We break down the risks of Tesla shoring up its own supply chain and how it could shift pricing power back away from the chipmakers.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video 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. #Tesla #TSLA #Semiconductors #ChipStocks #Investing #Optimus #AI #SupplyChain #FinanceEducation

This week on Market Mondays, we break down what really matters in the markets right now. From the investing fact and trading tip of the week to the Bitcoin selloff and potential recovery, we cover how to navigate volatility and position yourself with clarity. We also dive into whether the recent Nasdaq drop is behind us and what smart re-entry could look like.The conversation continues with practical ideas for investors looking for opportunity: the best stocks under $20, how to think about top long-term core holdings, and whether Microsoft under $400 presents a real buying opportunity. We also analyze AMD's recent pullback, Robinhood's connection to Bitcoin, and whether Micron has room for a short-term move.To close it out, we shift from markets to entrepreneurship with the inspiring business story behind Harlem Chocolate Factory — a real example of brand, culture, and execution coming together.Invest Fest Tickets: investfest.comRed Panda: Ianinvest.com EYL University: https://eyluniversity.com/#MarketMondays #Investing #StockMarket #Bitcoin #Crypto #Nasdaq #Microsoft #AMD #Micron #Robinhood #StocksUnder20 #LongTermInvesting #WealthBuilding #Entrepreneurship #BusinessStory #HarlemChocolateFactorySupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über gute Laune dank OpenAI, einen krassen Einbruch bei Hims & Hers und einen schwachen Tag für deutsche Immobilienwerte. Nvidia, Oracle, Microsoft, SAP, Siemens, Novo Nordisk, Samsung Electronics, Micron, Vonovia, TAG Immobilien, Kyndryl, Monday.com, Workday, AppLovin, On Semi, Amazon, Meta, J.C. Penney, Salesforce, ServiceNow, Crowdstrike, Palo Alto Networks, Asana, Atlassian, Cognizant, den Expanded Tech-Software Sector ETF (WKN: A0B6MN) und die Anleihen von Nvidia Dollar bis 2050 (WKN: A28VHH), Alphabet bis 2050 (WKN: A2802E), Alphabet Dollar 2027 (WKN: A2802B), Oracle Dollar bis 2064 (WKN: A3L339). 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 und AAA-Newsletter. 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. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Prosper Trading Academy's Scott Bauer believes markets will largely trade sideways into Wednesday's jobs print, though he sees trading opportunities to start the week. He points to an "inexpensive" options play in Pinterest (PINS), Micron's (MU) "buy the dip mode," and Valero Energy's (VLO) downside potential as moves to watch. Scott takes investors through his Big 3 example options trades while Rick Ducat dives into the bearish and bullish trends backing Scott's analysis. ======== 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

Join Mark Longo for a high-octane breakdown of a "mostly blood red" Wednesday in the options market. While the broader indices took a hit, specific names saw explosive options activity following earnings and analyst upgrades. In this episode, we dive into the top 10 most active names on the tape, including: AMD's Post-Earnings Massacre: How the $220 puts turned into a "home run" as the stock plummeted 17%. Apple's Green Island: Breaking down the heavy call volume and Goldman Sachs upgrade that kept the fruit company soaring. MicroStrategy (MSTR) Gambles: With earnings on the horizon, we track the massive bet on $150 calls. Nvidia (NVDA) & Tesla (TSLA): Tracking the heavy volume at the $177.50 and $400 strikes as these heavyweights continue to dominate the Wednesday weekly expirations. We also cover unusual activity in SMCI, Amazon, Micron, Microsoft, and Palantir. Get the Data: Want to see the numbers we're crunching? Visit TheHotOptionsReport.com for unbeatable data at an unbeatable price.

In this episode of SparX, we speak with Neelkanth Mishra one of the leading voices of India Semiconductor Mission. He talks about India's semiconductor journey from the origins of the Semiconductor Mission to the realities of execution and global competition.He breakdown how the semiconductor ecosystem works, why entry barriers are so high, and what India's roadmap looks like today. The conversation also explores Micron's entry into India, early implementation learnings, India's geopolitical advantage, and the question of whether the country can truly challenge global leaders like NVIDIA.If you're looking for a clear, grounded understanding of India's semiconductor ambitions beyond the headlines, this SparX conversation offers context, realism, and long-term perspective.0:00 – 1:42 Introduction1:43 – 3:34 Neelkanth's journey in Semiconductors 3:35 – 11:46 India's Semiconductor Mission11:47 – 14:44 Semiconductor Manufacturing Process14:45 – 17:44 Objective of Semiconductor Mission17:45 – 18:50 Early days of Semiconductor Mission implementation18:51 – 21:08 Entry of Micron in India21:09 – 26:30 Early Implementation Challenges26:31 – 30:34 First Implementation Results30:35 – 32:28 Current State Global Semiconductor Industry32:29 – 35:41 India's Semiconductor Roadmap35:42 – 37:41 Entry Barriers in Semiconductor Industry37:42 – 41:09 India's Geopolitical Advantage41:10 – 44:10 India's Emerging Companies44:11 – 47:50 Can India Challenge NVIDIA?47:51 – 51:56 Why India Can't Be Aatmanirbhar51:57– 52:46 Outro

Linktree: ⁠https://linktr.ee/Analytic⁠Join The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: ⁠https://ow.ly/msoH50WCu0K⁠In the Notorious Mass Effect segment, Analytic Dreamz dives deep into the RAM Price Crisis (2025–2026), unpacking the key data, market drivers, and real consumer impact behind the dramatic surge in memory costs.RAM prices have skyrocketed into a sustained inflation cycle heading into 2026, fueled by explosive AI data center demand that prioritizes high-bandwidth memory (HBM) and diverts supply from consumer DRAM. Manufacturing bottlenecks, limited cleanroom capacity, and lithography constraints exacerbate the shortage, while major players like Micron exit consumer RAM sales (Crucial brand in December 2025) to focus on higher-margin AI segments. Samsung and SK hynix report massive profit surges amid the boom.DDR5 RAM has seen prices more than quadruple (+340–344%) since July 2025, with a +27% month-on-month jump from December to January 2026. DDR4 and older standards are rising even faster recently (+46% MoM in January), narrowing the gap with newer tech. ComputerBase's fixed-basket analysis confirms average prices have quadrupled versus September 2025, with Germany's retail tracking—Europe's largest PC hardware market—mirroring global trends, including growing secondary-market distortions.Secondary effects hit related components hard: SSDs up +79%, hard drives +53%, GPUs +14% (with street prices far exceeding MSRP on models like RTX 5070 Ti). Specific examples include 2TB NVMe drives jumping 60–159% and NAS HDDs doubling.Analyst forecasts from TrendForce and Omdia point to +50–60% DRAM contract price hikes in Q1 2026, following 40–70% YoY increases in 2025. PC shipments grew +9.2% in 2025 but face potential declines in 2026, while smartphone output forecasts drop ~20% for some brands, risking +30% price hikes or spec downgrades. Gaming consoles may see delays or higher launch prices.Apple's upgrade costs (e.g., $400 for 16GB→32GB) already outpace comparable DDR5 sticks, with M6 Macs potentially facing steeper hikes or supply delays if AI firms continue outbidding.The core takeaway: This AI-driven structural shift has quadrupled RAM prices in under six months, with volatility persisting through 2026. A plateau is the most optimistic scenario—no full reversal in sight. Analytic Dreamz breaks down the data, root causes, and widespread ripple effects across PCs, smartphones, and beyond.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy

This episode of The Hot Options Report tackles a high-stakes "Fed Day" session as the market navigates a steady policy hold and a massive wave of "Mag 7" earnings. Host Mark Longo breaks down the top 10 most active names, tracking the wild after-hours divergence between Meta's moonshot and Microsoft's retreat, as well as the parabolic move in Micron and Intel's roaring recovery. Fed Day & Earnings Chaos: The Tale of Two Tapes Despite a light start to the session as traders kept their "powder dry" for the FOMC announcement, the afternoon transformed into an earnings battleground. The Fed maintained interest rates at 3.50% to 3.75%, but the real volatility was found in the tech sector's after-hours reactions. The Top 10 Options Breakdown Rank Ticker Volume Key "Hot Option" Notable Move 1 NVDA 1.92M 192.5 Calls (Exp. Friday) Gained $3.00 to close at $191.52. 2 INTC 1.37M 50 Calls Surged 11% ($4.85) to close at $48.78. 3 TSLA 1.21M 450 Calls Rallying $13.60 after-hours to $444. 4 PLTR 641K 170 Calls Sold off 5% ($8.35) to close at $157.33. 5 AMZN 593K 245 Calls Dipped $1.67 to close at $243.00. 6 MU 570K 450 Calls Exploded 6% ($25.00) to close at $435.28. 7 MSFT 524K 500 Calls Dropping $23.00 after-hours to $458. 8 META 521K 700 Calls Surging $62.00 after-hours to $731. 9 AAPL 461K 270 Calls Slipped $1.83 to close at $256.44. 10 NFLX 433K 86 Calls Fell 1% ($0.84) to close at $84.64. Highlights from the Tape Meta vs. Microsoft: A dramatic split in AI sentiment. Meta is soaring over $730 in the after-hours, making those $11 premium 700 calls look like a steal. Meanwhile, Microsoft is "circling the bowl" despite beating estimates, dropping nearly $23 after-hours as investors weigh heavy AI capex. Micron's Moonshot: MU continues an absolute tear, up 38% year-to-date and another $25 today. The 450 calls are the target for those betting the AI hardware frenzy isn't over. Intel's Revenge: After a brutal post-earnings drubbing, INTC roared back with an 11% gain, fueled by reports of foundry partnerships with Nvidia and Apple. Nvidia Holds the Crown: NVDA remains the volume king with nearly 2 million contracts. Traders were heavy in the 192.5 calls, looking for a break of the intraday highs.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den ASML-Moment, den IBM-Triumph, schlechte Luxus-Perspektiven und endlich mal wieder einen Börsengang. Außerdem geht es um Invesco Nasdaq-100 Swap ETF (WKN: A2QMHS), Jenoptik, Micron, Nvidia, TSCM, AT&T, Amazon, GE Vernova, LVMH, Hermes, Kering, Moncler, Brunello Cuccinelli, DWS, Western Digital, Seagate, Sandisk, CoreWeave, Siemens Energy, Pfisterer, Vorwerk. 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 und AAA-Newsletter. 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. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of the Hot Options Report, Mark Longo breaks down a wild Tuesday in the options pits where the "usual suspects" shared the stage with some massive earnings-driven volatility. While the broader market volume was steady, individual names like Micron (MU) and UnitedHealth (UNH) stole the spotlight with explosive moves and unusual paper. The Countdown Highlights: The Nvidia Standard: Even on a "light" day, Nvidia (NVDA) holds the #1 spot with 1.46 million contracts. We look at the $190 calls as traders bet on a return to the mid-session highs. UNH's Earnings Crater: The healthcare giant plummeted nearly 20% following a disappointing outlook. We dive into the massive open interest on the $600 calls—expiring in 2027—and ask: is this a bold recovery play or a massive hedge? Micron is "On Fire": Closing up another 5.4%, Micron's $420 calls are fetching nearly $10.00. How much gas is left in this AI-fueled tank? Tesla Tumbles (in Volume): In a rare twist, Tesla gets kicked to the #4 spot with volume levels roughly half of its daily average. Mark analyzes why the $440 calls are seeing "light" action. Deep Dive into the Tape: From Coreweave (CORW) continuing its repeat rally to Apple (AAPL) seeing rare meaty put action, we track the flow that actually impacts your P&L. Visit  TheHotOptionsReport.com to get the data behind the show!

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Eugenio Garibay repasaron resultados corporativos que están marcando el pulso del ciclo. Primero, el reporte de American Airlines con lectura mixta entre cifras y guía, pero con expectativa de crecimiento de ingresos y luego UPS, que sorprendió con un trimestre sólido y un outlook 2026 más optimista, apoyado en el giro hacia envíos de mayor valor tras reducir volumen de bajo margen.Después el episodio se movió al tema que hoy conecta a casi todos los sectores: la inteligencia artificial y su impacto en inversión y empleo. Hablaron de cómo la ola de CapEx se sigue acelerando, con Micron anunciando una inversión en Singapur para expandir capacidad vinculada a la demanda de memoria impulsada por IA, y Meta manteniendo el foco en infraestructura/centros de datos como pieza clave de su estrategia de IA.En el cierre  comentaron cómo algunas empresas ya están ajustando plantillas para reasignar recursos hacia productos y roles más ligados a IA; el ejemplo fue Pinterest, que comunicó un plan de reestructuración con recorte de menos de 15% del workforce y cargos estimados de US$35–45 millones, en parte para financiar su cambio hacia un enfoque más AI-first.

What happens when Kent decides to use the podcast as an SFF build livestream? What about a build using DDR4 memory?? It probably doesn't get more exciting than this.  Unless you count discussing the impending pricing DOOM for SSDs and the Google enabled bluetooth security flaw.So much more fun in the timestamps below!Timestamps:0:00 Intro00:41 Patreon01:29 Food with Josh03:03 Checking in on Kent04:42 RIP cheap SSDs06:07 Samsung and SK hynix reportedly cut NAND supply to drive profits07:00 Checking in on Kent again07:38 NVIDIA GPU prices are probably going up soon12:27 RTX 5070 Ti and 5060 Ti 16GB are not EOL after all14:18 NVIDIA releasing Arm-based chips for Windows laptops this year?17:33 Micron acquires PSMC fab to expand memory operations19:38 Dev patches WINE to make Photoshop 2021, 2025 run on Linux21:35 Josh checks in on Kent25:32 (In)Security Corner35:34 Another check on Kent's build progress36:38 Gaming Quick Hits40:24 Kent makes more progress41:36 Picks of the Week55:34 Outro ★ Support this podcast on Patreon ★

A Micron memory chip factory in upstate New York is wrangling with local groups who want legal assurances the project will benefit the local community. Plus, YouTube plans to crack down on AI slop.But first, it's shaping up to be a big year for very big initial public offerings. Elon Musk is reportedly preparing to take SpaceX public at an anticipated valuation of around $1.5 trillion. AI companies Anthropic and OpenAI are also expected to follow suit this year.Marketplace's Meghan McCarty Carino spoke with Paresh Dave, senior writer at Wired, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

A Micron memory chip factory in upstate New York is wrangling with local groups who want legal assurances the project will benefit the local community. Plus, YouTube plans to crack down on AI slop.But first, it's shaping up to be a big year for very big initial public offerings. Elon Musk is reportedly preparing to take SpaceX public at an anticipated valuation of around $1.5 trillion. AI companies Anthropic and OpenAI are also expected to follow suit this year.Marketplace's Meghan McCarty Carino spoke with Paresh Dave, senior writer at Wired, to discuss all these topics on this week's “Marketplace Tech Bytes: Week in Review.”

The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film ModelTimestamps(00:00:00) - Intro(00:02:59) - ChatGPT Ads(00:35:43) - Memory Stocks (Micron, Sandisk)(00:47:54) - Matt Damon & Ben Affleck New Film ModelWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

Stocks under pressure but off the lows as the President dials up his rhetoric and tariff threats around Greenland: Sara Eisen, David Faber, and Michael Santoli kicked off the hour with the latest and a look at what's moving in early trading - before breaking down the macro with a number of high profile interviews, live from the World Economic Forum in Davos... Today: Citi CEO Jane Fraser, Oracle's Marc Benioff, and Micron CEO Sanjay Mehrohtra. Plus: the latest on Netflix's newest offer in its bid for Warner Brothers Discovery. 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.

The Buffalo Bills find another way to break hearts. Wanna heat up this Peeper? Bunch of political dorks took credit for Micron on Friday. What are some of the best sitcom neighbors? Kids still do chores, boomers. And so much more on a Mondee!

Jan. 19, 2026- In light of Micron Technology breaking ground in central New York, we wanted to explore the work of the state-aligned nonprofit working to support high-tech manufacturing in the Empire State. NY-CREATES President David Anderson weighs in on the Micron developments, creating a workforce for the semiconductor industry and weathering the volitivity at the federal level.

Every episode this year just keeps getting better, try it, you'll see.  This food podcast brought to by the tech news!  Also, 9850X3D this month, welcome back 8GB GPUs, and 2026 will be tough for PC hardware enthusiats. Oh, that Micron shut down is really a good thing, trust them.  Enjoy Linux malware, CoPilot exploits, and even a StarCraft based shooter on the way plus so much more!  Seriously, look at the timestamps below.We thank our two sponsors this week:Notion Agent - Bringing all your notes, docs, and projects into one connected space that just works!Zapier - Where tech innovators break the hype cycle and put AI into their workflows - orchestrate it with Zapier!Timestamps0:00 Intro01:54 Patreon03:20 Food with Josh05:17 AMD reportedly launching the 9850X3D this month06:07 NVIDIA to increase 8GB GPU production?08:05 NVIDIA SUPER refresh delay09:32 Micron defends shutting down Crucial12:51 Zoicware is the one true way16:32 SK hynix to build new memory plant17:50 2026 is not going to be a great year for PC builders20:29 Podcast sponsor - Notion21:54 PSUs and CPU coolers are the next to go up in price28:29 Apple's Google Gemini deal31:02 Intel Nova Lake graphics33:06 (In)Security Corner38:37 Podcast sponsor - Zapier40:06 (In)Security Corner, continued46:46 We are not normal57:33 Gaming Quick Hits1:07:38 Picks of the Week1:17:52 Outro ★ Support this podcast on Patreon ★

David Faber and Jim Cramer delved into the chip sector rally: The U.S. and Taiwan reached a trade agreement to build chips and chip factories on American soil in a $250 billion deal. Micron CEO Sanjay Mehrotra joined the program "First on CNBC" — and discussed breaking ground on a new chipmaking complex in upstate New York. Micron shares have more than tripled over the past twelve months. At an event in Washington, DC on Thursday, JPMorgan Chase CEO Jamie Dimon said he'd like to stay at his job for "at least" five more years — but was he joking? Also in focus: The S&P 500 moves closer to 7,000, Elon Musk-OpenAI trial, new developments in the battle for Warner Bros. Discovery.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.

Timestamps: 0:00 the future is almost...now 0:08 UK, US action on Grok 1:55 Cloudflare vs. Italy, UK vs privacy 3:47 Apple picks Gemini for Siri 6:01 QUICK BITS INTRO 6:11 Steam Machine pricing leak 6:50 Uninstall Copilot! 7:44 Micron is just trying their best guys 8:34 SpaceX, China satellites 9:02 Space-based solar power demo NEWS SOURCES: https://lmg.gg/jssNx Learn more about your ad choices. Visit megaphone.fm/adchoices