Podcasts about micron

Good ECO/Markets = Trump Bad ECO/Markets - Biden CTP for Micron is underway AI wins a horse race News from Omaha PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Good ECO/Markets = Trump - Bad ECO/Markets - Biden - CTP for Micron is underway - AI wins a horse race - News from Omaha - India/Pakistan - India stikes Markets - Some Earnings Color - S&P breaks it streak this week - KRI +4, +5 (Spearman +100) - Currency interventions happening Interesting Timing - Skechers U.S.A., Inc. the third largest footwear company in the world, today announced that it has agreed to be acquired by 3G Capital, a global investment firm built on an owner-operator approach to long-term investing. - 3G gets discount as tariffs are softening price - Helped to move the other names in the space higher Heads I Win.... - President Donald Trump took credit for the "good parts" of the economy in an exclusive interview with NBC News airing Sunday, but said that the "bad parts" are former President Joe Biden's economy. - "Ultimately, I take responsibility for everything, but I've only just been here for a little more than three months," Trump said. - "The tariffs have just started kicking in. ... The tariffs are going to make us rich. We're going to be a very rich country," he added. In terms of shortages: - "I don't think a beautiful baby girl needs – that's 11 years old – needs to have 30 dolls," Trump said. - "I'm just saying [children] don't need to have 30 dolls, they can have three, they don't need to have 250 pencils, they can have five," he added. - But, Mira Lago has 58 bedrooms, 33 bathrooms, a 29-foot-long (8.8 m) pietra dura marble-top dining table, 12 fireplaces, and three bomb shelters. ---WHAT? Ford Earnings - Ford Motor beats by $0.14, misses on revs, co suspends FY25 guidance; says business is strong, adjusted EBIT tracking within prior guidance, excluding new tariff-related impacts - Based on what the company knows now, and its expectation of how certain details and changes will be resolved related to tariffs, the company estimates a net adverse adjusted EBIT impact of about $1.5 bln for full-year 2025. Given material near-term risks, co is suspending guidance. Block Earnings (Last week) - Revenue decreased about 3% from $5.96 billion a year earlier. -  Gross profit rose 9% to $2.29 billion from $2.09 billion a year earlier. That missed analysts' forecasts of $2.32 billion for the quarter. - Gross payment volume hit $56.8 billion, missing expectations of $58 billion, according to StreetAccount. - Stock plunges     Check this out and find out more at: http://www.interactivebrokers.com/ Palantir Earnings - Palantir Technologies reports EPS in-line, beats on revs; guides Q2 revs above consensus; guides FY25 revs above consensus - Reports Q1 (Mar) earnings of $0.13 per share, excluding non-recurring items, in-line with the FactSet Consensus of $0.13; revenues rose 39.4% year/year to $883.9 mln vs the $862.17 mln FactSet Consensus. - U.S. commercial revenue grew 71% year-over-year and 19% quarter-over-quarter to $255 million. - U.S. government revenue grew 45% year-over-year and 9% quarter-over-quarter to $373 million. - Co issues upside guidance for Q2, sees Q2 revs of $934-$938 mln vs. $899.44 mln FactSet Consensus. - Co raises guidance for FY25, sees FY25 revs of $3.890-$3.902 bln vs. $3.75 bln FactSet Consensus. Raises adjusted income from operations guidance to between $1.711 -- $1.723 billion. - Stock down- probably some profit taking as valuation is a bit stretched Kentucky Derby - AI Wins! - Sovereignty won the 151st running of the Kentucky Derby in Louisville,

We're rounding up the news of the week, beginning with a political rally that drew over 12,000 people to Nampa on Monday. Host Lindsay Van Allen and political scientist Charlie Hunt are discussing why Sen. Bernie Sanders (I-Vermont) and Rep. Alexandria Ocasio-Cortez (D-New York) stopped in Idaho. And in Boise, a back-and-forth over a new state law has made the Pride flag outside City Hall a political hot potato, with Attorney General Raúl Labrador weighing in. Meanwhile, Micron is making moves too — quietly deleting DEI language from its website.  We're also looking ahead to the Boise River Marathon and celebrating spring the Idaho way — with Mormon cheesy potatoes. To follow Lindsay's recipe, thaw out your hash browns first then mix all the ingredients below together in a bowl. Bake in a 9x13 pan uncovered at 350 degrees for 45 minutes: 2lbs of hash browns (frozen) 1 can of cream of chicken soup 1 pink of sour cream 1 C. Velveeta Cheese 1/2 C. grated onion 1/2 C. melted butter 1 teaspoon salt  1/4 tsp. pepper Want some more Boise news? Head over to our Hey Boise newsletter where you'll get a cheatsheet to the city every weekday morning. Learn more about the sponsor of this April 18th episode:  Prolonlife.com/city - Use this link for 15% off  Interested in advertising with City Cast Boise? Find more info HERE. Reach us at boise@citycast.fm. Learn more about your ad choices. Visit megaphone.fm/adchoices

If system developers had unlimited power for their designs, they'd likely find a way to take advantage of it. And the same goes for performance. However, neither of those features is available in infinite quantities. And in just about every case, one becomes a tradeoff for the other. So, how do you manage that tradeoff, and when you do, what other factors come into play? To better handle this topic, I spoke to Praveen Vaidyanathan, the Vice President and General Manager of Micron Technology's Data Center Business Unit, on this week's Embedded Executives podcast.

Brian Wiley breaks down one of the most emotionally charged and telling market sell-offs in recent memory. On April 8th, Main Street investors hit the panic button in response to tariff news, triggering a cascade of 401(k) liquidations and driving down markets in dramatic fashion. Brian, watching the sell-off unfold mid-flight, saw a flashing opportunity—not a crisis. Drawing from 26 years of advisory experience, Brian underscores how behavioral responses—not fundamentals—often drive volatility. He explains how mass sell orders from retirement plans compounded the drop and created clear buying signals for those paying attention. From rebalancing 401(k)s and maximizing HSA tax benefits to switching out underperforming stocks for better-positioned growth plays, the episode offers both macro commentary and actionable insights. Using real-life client examples and his own personal trades—including moves into Micron, Delta, and Tesla—Brian drives home a key message: investors need to prepare, not react.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Host: Brian Wiley

Niemand weet hoe en wanneer de handelsoorlog gaat eindigen. Zelfs aanstichter Donald Trump niet en toch moeten bedrijven de komende weken hun aandeelhouders een outlook voorschotelen. Gaan vertellen wat de impact is van die handelsoorlog op de cijfers. Het cijferseizoen begint, met misschien wel de meest chaotisch aanloop ooit.En wij van BNR Beurs gaan je proberen voor te bereiden op dat cijferseizoen. UBS verwacht dat de winst van Amerikaanse bedrijven dit jaar met 0 procent groeit. Waar zitten dan nog de lichtpuntjes en hoe staat het ervoor in Europa? Valt het daar mee of tegen? Je hoort het deze aflevering.Dan hebben we het ook over China. Dat slaat hard terug naar Trump en laat duidelijk merken niet bang te zijn voor hem en zijn heffingen. Met een directe aanval op Trump, die volgens China 'fout op fout' stapelt. De Chinezen beloven 'tot het einde' te vechten 'als de VS zijn zin doordrijft' en niet 'te buigen voor chantage'.Boos is ook Elon Musk. Hij is adviseur voor Trump, maar boos op een andere adviseur van Trump. De architect van de handelsoorlog is dat, Peter Navarro. Musk kan zijn bloed wel drinken, want 'zijn' Tesla wordt hard getroffen door de importheffingen. Volgens Musk is Navarro 'dommer dan een zak stenen' en 'echt een idioot'. Ook hebben we het over Apple. Dat verplaatst de productie van de iPhone voor een groot deel uit China. Precies wat Trump wilde! Al worden de telefoons niet in de VS gemaakt, maar ergens anders...See omnystudio.com/listener for privacy information.

Wir sehen erste Zeichen einer Stabilisierung, mit den Futures vorbörslich solide im Plus. Die Erholung ist von technischer Natur und hat wenig etwas mit dem heutigen Nachrichtenumfeld zu tun. Wie bereits gestern, führen die Tech-Werte die Erholung an. Micron gibt bekannt, dass man Kunden ab Mittwoch eine Sondergebühr in Rechnung stellen wird, um den Effekt der Zölle zu begrenzen. An der Front versucht Finanzminister Scott Bessent die Diskussion in Richtung Verhandlungen und Gespräche zu lenken. Dies ändert aber nichts daran, dass die Zölle bereits gestiegen sind, und weiter steigen werden. Sollte Trump einen Deal mit einem führenden Land wie Japan melden, sollte sich die Stimmung kurzfristig jedoch temporär heben. China hat gemeldet, dass man bereit sei “bis zum Ende“ gegen die Zollpolitik der USA zu kämpfen. Demnach dürften die USA die Zölle auf Waren-Importe aus China wohl auf über 100% anzuheben. Eine Katastrophe für den Tech-Sektor, für Elektro-Technik, wie auch für den Einzelhandel. Die Aktien der Krankenversicherung starten deutlich fester in den Tag. Die USA werden die Auszahlungen für Medicare und Medicaid im kommenden Jahr um 5% ausweiten. Die Rate ist etwa doppelt so hoch wie die Anhebung im Jahr 2025. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Wir sehen erste Zeichen einer Stabilisierung, mit den Futures vorbörslich solide im Plus. Die Erholung ist von technischer Natur und hat wenig etwas mit dem heutigen Nachrichtenumfeld zu tun. Wie bereits gestern, führen die Tech-Werte die Erholung an. Micron gibt bekannt, dass man Kunden ab Mittwoch eine Sondergebühr in Rechnung stellen wird, um den Effekt der Zölle zu begrenzen. An der Front versucht Finanzminister Scott Bessent die Diskussion in Richtung Verhandlungen und Gespräche zu lenken. Dies ändert aber nichts daran, dass die Zölle bereits gestiegen sind, und weiter steigen werden. Sollte Trump einen Deal mit einem führenden Land wie Japan melden, sollte sich die Stimmung kurzfristig jedoch temporär heben. China hat gemeldet, dass man bereit sei “bis zum Ende“ gegen die Zollpolitik der USA zu kämpfen. Demnach dürften die USA die Zölle auf Waren-Importe aus China wohl auf über 100% anzuheben. Eine Katastrophe für den Tech-Sektor, für Elektro-Technik, wie auch für den Einzelhandel. Die Aktien der Krankenversicherung starten deutlich fester in den Tag. Die USA werden die Auszahlungen für Medicare und Medicaid im kommenden Jahr um 5% ausweiten. Die Rate ist etwa doppelt so hoch wie die Anhebung im Jahr 2025. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Niemand weet hoe en wanneer de handelsoorlog gaat eindigen. Zelfs aanstichter Donald Trump niet en toch moeten bedrijven de komende weken hun aandeelhouders een outlook voorschotelen. Gaan vertellen wat de impact is van die handelsoorlog op de cijfers. Het cijferseizoen begint, met misschien wel de meest chaotisch aanloop ooit.En wij van BNR Beurs gaan je proberen voor te bereiden op dat cijferseizoen. UBS verwacht dat de winst van Amerikaanse bedrijven dit jaar met 0 procent groeit. Waar zitten dan nog de lichtpuntjes en hoe staat het ervoor in Europa? Valt het daar mee of tegen? Je hoort het deze aflevering.Dan hebben we het ook over China. Dat slaat hard terug naar Trump en laat duidelijk merken niet bang te zijn voor hem en zijn heffingen. Met een directe aanval op Trump, die volgens China 'fout op fout' stapelt. De Chinezen beloven 'tot het einde' te vechten 'als de VS zijn zin doordrijft' en niet 'te buigen voor chantage'.Boos is ook Elon Musk. Hij is adviseur voor Trump, maar boos op een andere adviseur van Trump. De architect van de handelsoorlog is dat, Peter Navarro. Musk kan zijn bloed wel drinken, want 'zijn' Tesla wordt hard getroffen door de importheffingen. Volgens Musk is Navarro 'dommer dan een zak stenen' en 'echt een idioot'. Ook hebben we het over Apple. Dat verplaatst de productie van de iPhone voor een groot deel uit China. Precies wat Trump wilde! Al worden de telefoons niet in de VS gemaakt, maar ergens anders...See omnystudio.com/listener for privacy information.

In this episode of the Wise Decision Maker Show, Dr. Gleb Tsipursky speaks to Shveta Miglani, Former Head of Global Learning at Micron, about the benefits of early Gen AI adoption.You can learn about Micron at https://www.micron.com/

Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formMemory chips are an important part of the AI investment story. But how do these companies make money and how should investors approach them? Chip Stock Investor breaks it down. Check out Semi Insider for the full investor research guide and much more!

Dan Nathan and Gene Munster, Managing Partner at Deep Water Asset Management, dissect the latest market movements and discuss key tech stocks. They cover NVIDIA's GTC event, Tesla's recent surge, and Micron's recent earnings. The conversation pivots to market reactions to tariff news and the impact of potential April 2nd targeted tariffs, especially on tech stocks. Gene shares insights on the broader AI trade and specific challenges for companies like Nvidia, Tesla, and Apple in light of market conditions and geopolitical factors. The episode also delves into Google's search page overhaul and its competitive landscape, as well as X's (formerly Twitter) integration of AI. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Dan Nathan and Guy Adami discuss recent market trends, economic indicators and touch on the today's positive market movements such as rising stocks, yields, and gold prices, alongside a decrease in the VIX. The discussion covers nuances around tariffs and their market impact, recent earnings reports, and analysts' upgrades and downgrades. Key highlights include insights from Morgan Stanley's Mike Wilson on a potentially tradable rally and sector performance analysis, particularly in tech and financials. The conversation also explores the competitive landscape in retail with stocks like Nike, FedEx, Micron, and Boeing, and assesses the effects of recent updates in Chinese equities and other industry sectors. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Traumjob bei Scalable Capital gibt's hier: https://jobs.smartrecruiters.com/ScalableGmbH/744000047585835-junior-finanz-redakteur-m-w-d- Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. FedEx & Douglas leiden unter Konsum. Micron leidet unter Marge. Airlines leiden unter Heathrow und Bayer unter Glyphosat. Good News: Boeing darf Fighter-Jet der USA bauen, Viagogo geht an Börse, Foxconn baut E-Autos, Meituan macht KI. Und Musk sagt: HODL. Deutschland macht Schulden. Zinsen steigen. Vonovia (WKN: A1ML7J) ist eine der schlechtesten Aktien des Jahres. Zu Recht? Was ist mit der Miete? Nike (WKN: 866993) ist weniger als 100 Milliarden wert. Das ist das letzte Mal während Corona und 2017 passiert. Sind Investoren zu pessimistisch? Carl Rinsch sollte einen Science-Fiction-Film drehen. Er wollte eher Material für einen Real-Life-Wirtschaftskrimi sammeln. Hat geklappt. Diesen Podcast vom 24.03.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of the Trading Justice podcast, Matt and Mark Justice break down a pivotal Fed meeting where Jerome Powell finally ditched the word "transitory"—but the new economic projections raise bigger concerns, with stagflation now lurking in the backdrop. They rank the top 10 bearish arguments in today's market, separating the short-term noise from structural concerns. Plus, they dive deep into technical ranges, debating whether bulls or bears are currently holding the upper hand. Key moves in gold, bitcoin, and oil Rising tariff tensions Would you rather own the U.S. or China over the next decade? Top 5 Stocks: NVDA TSLA MU FDX NKE Whether you're trading short-term swings or planning for the long haul, this episode is packed with insight, analysis, and a few laughs along the way.

Die komplette Ausgabe ist Teil der Pioneer-Membership. Ein spezielles Testangebot, mit Zugang zum gesamten journalistischen Portfolio, gibt es hier!Keine Zinssenkungen jetzt, aber möglicherweise noch zwei bis Ende des Jahres. Außerdem eine Wirtschaft und ein Arbeitsmarkt, die sich derzeit solide entwickeln. Damit hat Fed-Chef Jerome Powell diese Woche zunächst für Optimismus gesorgt. Doch der Schein trügt. Analysten und Ökonomen warnen vor einer Stagflation in den USA. Wie Anleger ihr Portfolio dementsprechend anpassen könnten, erklärt Börsenreporter Anne Schwedt in dieser Ausgabe.Außerdem haben zwei der ganz großen KI-Profiteure in dieser Woche für Aufsehen gesorgt: Nvidia und Micron. Welche Aktie hat mehr Potenzial? Darauf hier die Antwort.Im Dax-Update geht es diesmal zu Rheinmetall. Die Aktie sieht vom KGV her zu teuer aus. In dem Fall muss man aber etwas genauer draufschauen und dann sieht die Sache schon anders aus.In der Community-Corner wird diesmal die Frage beantwortet, welche Anlagen sich für ein Rentner-Portfolio gut eignen könnten. ID:{1NFenCZXLkZkTov5hAdHV2}

Plus, Trump picks Boeing to deliver the Pentagon's jet fighter for the age of drone warfare. And a scoop on one of the biggest winners in Google's splashy acquisition of cybersecurity startup Wiz. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Cramer and Jeff Marks discuss the earnings from this chipmaker. They also discuss Cramer's conversation with this home retailer's CEO. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market's biggest headlines. Signup here: cnbc.com/morningtakeCNBC Investing Club Disclaimer 

Chuck Zodda and Mike Armstrong discuss the fire that shutdown Heathrow Airport. FedEx isn't delivering big profits. Nikes comeback gets a brutal reality check. Micron's shares tumble amid concerns of pricing problems. Are retail investors being set up to hold the bag again? Single retirees face new challenges. Apple Intelligence isn't ready for prime time. 

Kevin Green explains that while Micron's (MU) revenue and adjusted EPS guidance exceeded expectations, the gross margin outlook is the main concern, with the company citing higher-than-expected expenses to develop new chips. Meanwhile, FedEx (FDX) is also under pressure, down 8% in pre-market, after the company reported a revenue beat but lowered its full-year EPS guidance due to continued pressure on freight traffic and volume. With triple witching today, Kevin expects a volatile session, but notes that historically, volatility tends to subside after this event.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Micron (MU) had a runaway earnings report after hours Thursday that investors welcomed. Its 6% rally since faded to the red in Friday's premarket trading. Jenny Horne discusses what's happening with the reaction to Micron's earnings and what it means for the A.I. trade ahead.======== 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

Micron (MU) sold off despite its initial post-earnings rally, something that Andrew Graham associates with the choppy market investors are dealing with. He wouldn't buy the stock short-term but would consider it once price "comes in" from current value. Dan Geltrude argues Micron is a buy at current levels, citing its "excellent outlook" in memory solutions.======== 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

The week closed with bulls gaining the edge over bears, snapping a four-week losing streak in the SPX and NDX. Much of the trading activity revolved around the Fed's latest meeting that resulted in unchanged interest rates. The A.I. trade remained shaky as Nvidia's (NVDA) GTC 2025 showings were unable to generate investor interest, combined with Micron's (MU) faded post-earnings rally. On a positive note, Boeing (BA) soared thanks to an 11-digit government contract. Oliver Renick runs through the week's biggest stories.======== 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

Send us a text In this episode of 15 Minutes of Finance, James from 77 Financial Group celebrates the market's first green week in over a month and explains why it matters for investors. We break down the latest stock market rally, including gains across the NASDAQ, S&P 500, and Dow Jones, plus key moves from companies like Tesla, Nike, FedEx, and Micron. James also explains the concept of “buying the dip” and how to use downturns as opportunity. The episode features a “Term of the Day” spotlight on the U.S. Secretary of Commerce—what the role is, why it matters, and how it impacts economic growth, trade, and financial markets. Whether you're a long-term investor, new to the market, or just trying to keep up with the financial headlines, this episode delivers a sharp, insightful recap in under 15 minutes. Tune in for weekly market updates, actionable finance tips, and a straight-talk approach to building wealth. Subscribe now on Spotify, Apple Podcasts, or wherever you get your shows. 

In this episode, Mark Longo, Henry Schwartz from Cboe, and Mike Tosaw from St. Charles Wealth Management discuss the latest trends and activities in the options market. Highlights include a rundown of volume and activity in VIX, SPY, SPX, RUT, and QQQ, as well as specific stocks like BABA, AMD, META, TESLA, and NVIDIA. The episode also dives into unusual call buying activity in SNAP, options trading in the new CBOE Mini Bitcoin ETF Index (MBTX), and updates on recent trades in Southwest Airlines (LUV). Additionally, a listener's question about SPX calendars and the behavior of VIX is addressed, offering educational insight into the complexities of volatility trading. The show concludes with a look at what the hosts will be monitoring in the coming days.   03:18 Market Analysis and Recent Trends 06:05 Trading Block: Latest Topics and Trades 09:01 Market Reactions and Volatility 23:27 Single Stock Highlights 31:29 Earnings Reports: Nike and FedEx 32:22 Micron and GameStop: Upcoming Highlights 32:38 Micron's Market Moves 33:17 The Odd Block: Unusual Options Activity 33:58 Snap Inc: Social Media or Tech? 38:42 Crypto Corner: Cboe Mini Bitcoin ETF 43:11 Southwest Airlines: Upside in Love 45:46 VIX Super Stupid: A Risky Bet 46:31 Mail Block: Listener Questions 54:31 Around the Block: Market Watch  

Los focos de Wall Street están sobre la cuádruple hora bruja. Repasamos las cotizaciones de Carnival, NIO, Nike, Fedex, Micron y Johnson & Johnson, con Javier Aledo, analista de Afi.

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading mixed as investors digest earnings from FedEx and Nike, both of which slumped post-results. Hosted by Michelle Martin with Ryan Huang, the duo explores Micron’s surge, Apple’s AI shake-up, Tesla’s recall woes, and Top Glove’s return to profit. Singapore’s STI edges up, with ST Engineering shining while DFI Retail and Jardine-linked stocks falter. Plus - how happy is Taiwan, and what does food have to do with it?See omnystudio.com/listener for privacy information.

In this episode, Mark Longo, Henry Schwartz from Cboe, and Mike Tosaw from St. Charles Wealth Management discuss the latest trends and activities in the options market. Highlights include a rundown of volume and activity in VIX, SPY, SPX, RUT, and QQQ, as well as specific stocks like BABA, AMD, META, TESLA, and NVIDIA. The episode also dives into unusual call buying activity in SNAP, options trading in the new CBOE Mini Bitcoin ETF Index (MBTX), and updates on recent trades in Southwest Airlines (LUV). Additionally, a listener's question about SPX calendars and the behavior of VIX is addressed, offering educational insight into the complexities of volatility trading. The show concludes with a look at what the hosts will be monitoring in the coming days.   03:18 Market Analysis and Recent Trends 06:05 Trading Block: Latest Topics and Trades 09:01 Market Reactions and Volatility 23:27 Single Stock Highlights 31:29 Earnings Reports: Nike and FedEx 32:22 Micron and GameStop: Upcoming Highlights 32:38 Micron's Market Moves 33:17 The Odd Block: Unusual Options Activity 33:58 Snap Inc: Social Media or Tech? 38:42 Crypto Corner: Cboe Mini Bitcoin ETF 43:11 Southwest Airlines: Upside in Love 45:46 VIX Super Stupid: A Risky Bet 46:31 Mail Block: Listener Questions 54:31 Around the Block: Market Watch  

Kevin Green and Caroline Woods join Oliver Renick with immediate reaction to a pair of earnings names with opposite earnings moves: Micron (MU) and FedEx (FDX). Micron's 2Q report showed better-than-expected numbers across the board, leading to a postmarket pop in the stock. Meanwhile, FedEx failed to impress investors as shares tumbled.======== 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

Eric Ross previews Micron (MU) earnings. “I'm not really expecting a big upside,” says Eric, noting that estimates largely match the guidance Micron already provided. “Things aren't going to get worse in the NAND market,” though, which has been struggling lately. Assuming it doesn't “miss out on a technology transition,” he sees more upside than down.======== 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

Fed maintained rates & dots, cut growth & lifted inflation projections. To slow the balance sheet runoff. Powell emphasized uncertainty, a wait-and-see approach.Trump posted "The Fed would be MUCH better off CUTTING RATES as U.S.Tariffs start to transition... into the economy"APAC stocks mixed, US futures saw a dovish reaction to the FOMCDXY pulled back, EUR/USD & GBP/USD briefly above 1.09 and 1.30 respectivelyFixed income bid post-FOMC though further gains were somewhat capped given the Tokyo holidayCrude firmer following the risk tone and factoring some geopolitical updates while XAU hit a new USD 3057/oz record highLooking ahead, highlights include US Philly Fed Index, Jobless Claims, Japanese CPI, German Producer Prices, BoE, SNB, Riksbank & SARB Policy Announcements, Speakers including ECB's Lagarde & Lane, SNB's Schlegel, Riksbank's Thedeen, BoC's Macklem & BoE's Bailey. Supply from Spain, France & US, Earnings from PDD, Jabil, Accenture, Micron, Nike, FedEx, RWE & Lanxess.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European risk tone deteriorates with US futures also slumping into the red, potentially driven by EU fiscal focus, post-FOMC pullback and attention returning to tariffs/trade.USD up vs. peers, Antipodeans lags, EUR slides and GBP eyes BoE.Bonds are bid post FOMC & as the tone deteriorates, Gilts lead on data & reports around the Spring Statement.Crude succumbs to the risk-off sentiment, with base metals also heading lower.Looking ahead, US Philly Fed Index, Jobless Claims, Japanese CPI, BoE & SARB Policy Announcements, Speakers including ECB's Lane, BoC's Macklem. Supply from the US, Earnings from Jabil, Micron, Nike, FedEx.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Miramos a la bolsa de EEUU con la atención puesta en los tipos de la FED y los resultados de Fedex, Accenture, Micron y Nike. Con Rafael Damborenea, profesor de finanzas en Eude Bussines School.

Dan Nathan and Guy Adami discuss a variety of topics including insights from the Treasury Secretary on 'Meet the Press', the upcoming Federal Reserve meeting, Nvidia's GTC conference with CEO Jensen Wong, and recent China economic data. Dan and Guy analyze last week's market performance, focusing on the VIX and S&P 500 movements, and debate whether the recent market bounce is temporary or a sign of a longer-term trend. They also discuss the potential impacts of Nvidia's keynote on tech stocks, China's stimulus efforts, and the market performance of semiconductor companies like Intel and AMD. Additionally, they touch on comments from notable market strategists and Fed expectations. Towards the end, they preview key earnings reports from FedEx, Micron, and Nike, and discuss their implications for the economy and various sectors. Timecodes 0:00 - Bounce Back 3:45 - Nvidia 6:00 - China 9:15 - Market Sentiment 17:00 - Fed Preview 19:50 - Earnings (FDX, MU, NKE) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Today's retail sales data and Wednesday's Fed meeting highlight the week, along with Nvidia's GPU Technology Conference. FedEx, Micron, and Nike results are due later this week.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 decision.All expressions of opinion are subject to change without notice in reaction to shifting market 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.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.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, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification 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.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0325)

Derek Moore is back to break down the wild week including Nvidia rallying when against the bearish tide. How the US Dollar index pulling back might be bullish for earnings. Plus, have we reached max panic and max bearishness setting up for a near term bottom in markets? Later, looking at the Fear and Greed Index, the VIX Inversion and what that means for markets, and why people are now bullish or bearish based on politics. All that and more!   Fear and Greed Index Drawdowns vs full year market performance US Dollar index US Trade Weighed Dollar Index University of Michigan Sentiment Indicator Republicans vs Democrats Nvidia was up close to 8% last week Micron earnings through Implied Volatility Readings Long Straddle cost before earnings VIX Futures curve inversion   Mentioned in this Episode   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     

Big money, big controversy, and big spring plans — we've got it all on this week's Friday news roundup. Political scientist Charlie Hunt joins host Lindsay Van Allen to discuss how concerned we should be about President Trump's attack on the CHIPS Act, and what it might mean for Micron. Then, they question why a West Ada teacher was told to take down “welcome” posters in her classroom. Plus, we're dreaming of spring break and recommend Charlie's free podcast event at Treefort Music Fest.  Want some more Boise news? Head over to our Hey Boise newsletter where you'll get a cheatsheet to the city every weekday morning. Learn more about the sponsor of this March 14th episode:  Treefort Music Fest Clover Care Consulting Interested in advertising with City Cast Boise? Find more info HERE. Reach us at boise@citycast.fm. Learn more about your ad choices. Visit megaphone.fm/adchoices

March 7, 2025 - What would Micron get? That's the question that Ken Girardin, research director at the Empire Center for Public Policy, thinks smalls businesses should ask when they're looking for incentives to grow, in light of the local and state sweeteners deployed to attract the high-tech manufacturing company to central New York.

Se Charles Darwin fosse nosso contemporâneo e a teoria da evolução fosse proposta nos dias de hoje, sua percepção provavelmente encontraria reforço nos esportes de ação praticados em ambientes naturais. Na seleção natural, um dos principais conceitos de sua teoria, o pesquisador propõe que organismos mais adaptados ao ambiente têm mais chances de sobreviver. E foi a partir dessa premissa que um grupo de surfistas partiu para uma espécie de competição misturada com surf trip na Micronésia na estreia do Natural Selection Tour.Foi o que bastou para que Junior Faria, Carol Bridi e Rapha Tognini transformassem a seleção natural em um assunto a explorar mais a fundo nesse episódio do Surf de Mesa. Longe de manter o tema preso ao ambiente da competição esportiva, nosso trio de vozes viajou longe no lúdico para entender como os serus surfísticos têm se adaptado e reproduzido através dos tempos.Se você quer se sentir suficientemente adaptado ao ambiente para sobreviver nesse inóspito meio, trate de dar o play aqui e participe dessa conversa!

Mohnish Pabrai's Interview with John Mihaljevic at MOI Global on January 21, 2025. (00:00:00) - Introduction (00:01:47) - Industrial Real Estate: First Industrial (00:06:38) - Boom and bust cycle - Oil & shipping businesses (00:09:14) - CONSOL Energy (00:12:08) - Coal businesses (00:21:08) - Frontline (00:26:03) - Micron (00:27:48) - Portfolio concentration (00:30:17) - Reysas (00:31:56) - Investing in Turkiye  (00:34:21) - Evolution in investing style (00:35:40) - Evaluating the company's management (00:37:48) - Capital allocation for coal companies (00:40:55) - Risk vs. Uncertainty (00:42:36) - Circle of competence: John Arrillaga (00:44:32) - Look for anomalies in the market (00:48:42) - Book recommendation: The Joy of Costco  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.

In this episode, Andy Leonard and Frank La Vigne are thrilled to be joined by Trevor Schulze, the Chief Information Officer at Alteryx. Trevor brings an unparalleled perspective on digital transformation, drawing from his impressive tenure at industry giants such as Micron, Cisco, and RingCentral.Time stamps00:00 "Data Driven: AI & CIO Insights"04:32 CIO's Role in AI Evolution06:50 CIO's Evolving Role with AI11:43 "Embracing Data Democratization"16:24 Democratizing Data Access19:33 "AI Investment and Optimization Cycle"20:55 AI Enhances Tool Configuration Guidance24:42 Breaking Free from Vendor Lock-In27:41 "Unleashing Shadow AI and Technical Debt"31:53 Digital Performance Essential for All Industries34:01 Data Privacy Concerns in AI Use37:30 AI Democratization Challenges for Enterprises42:15 AI Transforming Business Processes43:55 Data-Driven Career Journey47:13 "Building Trust in Data Analytics"52:34 Building Trust in Future Tech

Despite the significant financial and environmental problems with nuclear power, Governor Hochul is making a major push to develop more of it in NY. Partly it is out of the desire to respond to the skyrocketing electrical demands of data centers, AI, the Micron chip fab plant in Syracuse, and cryptocurrency. Many call nuclear a false climate solution since it does have a carbon footprint related to the use of cement in construction and the footprint from the processing, mining and distribution of the fuel. Plus the enormous problem of radioactive waste and the very long time needed to build nuclear plants when global warming is already breaking through the target cap of 1.5 degree C. Anne Rabe of Don't Waste NY talks with Mark Dunlea of Hudson Mohawk Magazine.

Welcome to another insightful clip from Market Mondays! In this clip, our hosts Rashad Bilal, Troy Millings, and investor Ian Dunlap dive into an essential topic for all investors: the best stocks under $100 worth buying. Whether you're a seasoned investor or just starting, this discussion offers valuable insights into making informed investments.*Time Stamps:*00:00 - Are there any stocks under a hundred dollars worth buying?00:04 - Ian Dunlap's take on Nvidia and AMD01:15 - Troy Millings' picks: Micron and Dell02:07 - Best practices for portfolio management 03:12 - Importance of using an LLC for trading accounts04:14 - Avoiding overextension in multiple stocks*Key Highlights:***Nvidia (NVDA)**: Ian Dunlap emphasizes that Nvidia remains a compelling pick even after its stock split, noting that it's a promising long-term investment. He suggests that investors should consider buying Nvidia stocks, especially if they dip under $100. With Nvidia's current growth trajectory, it could reach $350 in a few years.**Advanced Micro Devices (AMD)**: Ian and Troy have a spirited debate on AMD, but they both agree it is a worthwhile investment. Like Nvidia, AMD is projected to perform well in the long-term, especially as the tech landscape continues to evolve.**Micron Technology (MU)**: Troy Millings highlights Micron's vital role in data storage, particularly in connection with GPUs and AI applications. With Micron priced around $90, it stands as a strategic investment for those interested in tech stocks.**Dell Technologies (DELL)**: Known for its reliability and adaptation to the AI revolution, Dell is another stock Troy recommends. Sitting at $100, Dell offers long-term growth potential, especially in data center infrastructure.**Best Practices for Trading**: Rashad and Ian stress the importance of not risking more than 10% of your portfolio on trades to avoid irrational decision-making. For instance, if you have $100,000 to invest, only $10,000 should be used for trading to maintain a balanced portfolio.**Use an LLC for Trading Accounts**: The hosts suggest setting up an LLC for your trading activities. This provides protection against lawsuits and helps manage risks better if you're handling significant amounts of money in brokerage accounts.**Consolidate Investments**: Rashad finishes by advising against spreading investments too thin across multiple stocks. Holding too many positions can dilute your returns and make it challenging to see meaningful gains.This clip offers not only stock picks but also valuable advice on managing your portfolio and protecting your investments. Whether you're interested in Nvidia, AMD, Micron, or Dell, the goal is to make smart, informed decisions and hold these stocks with a long-term vision.*Don't forget to like, subscribe, and hit the notification bell to stay updated with the latest market insights and investment strategies from Market Mondays!**Hashtags:*#MarketMondays #StockMarket #Investing #Nvidia #AMD #Micron #Dell #StockTips #FinancialAdvice #LongTermInvesting #AssetProtection #InvestmentStrategy---Stay tuned, as we bring you more clips filled with invaluable insights to help you navigate the financial markets and achieve your investment goals. Thank you for watching Market Mondays!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

It's YOUR time to #EdUp In this episode, President Series (Powered By ⁠⁠⁠Ellucian⁠⁠⁠) #337, & brought to YOU by the ⁠⁠InsightsEDU⁠⁠ 2025 conference YOUR guest is Dr. ⁠⁠John B. King, Chancellor, State University of New York (SUNY) YOUR host is ⁠⁠Dr. Joe Sallustio This episode highlights the transformative work happening at SUNY & the broader impact of the largest comprehensive system of public higher education in the country. Chancellor King shares his vision for the 64-campus system, emphasizing their commitment to excellence, affordability, & student success. The conversation explores SUNY's economic impact of $31 billion & serving approximately 370,000 degree-seeking students annually. Chancellor King discusses how he manages his role through three P's: politics, people, & policy. Key topics include SUNY's leadership in AI research with a $400 million investment, partnerships with companies like Micron bringing 50,000 jobs to Syracuse, & innovative approaches to workforce development through micro-credentials & apprenticeships. The discussion also covers the importance of civic engagement, including the Empire State Service Corps initiative with 500 SUNY students doing public service work. Listen in to #EdUp Do YOU want to accelerate YOUR professional development? Do YOU want to get exclusive early access to ad-free episodes, extended episodes, bonus episodes, original content, invites to special events, & more? Then ⁠⁠⁠⁠⁠⁠BECOME AN #EdUp PREMIUM SUBSCRIBER TODAY⁠⁠ - $19.99/month or $199.99/year (Save 17%)! Want YOUR org to cover costs? Email: EdUp@edupexperience.com Thank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp! Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠Dr. Joe Sallustio⁠⁠⁠⁠ ● Join YOUR EdUp community at ⁠⁠⁠⁠⁠⁠⁠⁠⁠The EdUp Experience⁠⁠⁠⁠⁠⁠⁠⁠⁠! We make education YOUR business!

Cap

This video is sponsored by Finchat.io: Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Is SK hynix a good stock to buy now? Chip Stock Investor analyzes SK hynix, the leading provider of high bandwidth memory (HBM) crucial for AI, accelerated computing, and data center and cloud applications. Learn what is HBM vs. traditional DRAM, the competitive landscape with Micron, Samsung, and upstart memory chip makers in China, and SK hynix's financial outlook. Gain insights to make informed investment decisions in the memory chip segment of the semiconductor industry! Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

Il sistema bancario italiano è in fermento. Dopo il tentativo di Unicredit di acquisire Commerzbank e Banco Bpm e quello di Banca Ifis di rilevare Illimity, ora è Monte dei Paschi di Siena a lanciare un offerta su Mediobanca. Il brutto anatroccolo vuole comprarsi la più blasonata delle banche italiane. La potenziale fusione di Mps-Mediobanca, rispetto alle altre operazioni, però, ha un carattere più strategico. Infatti, il gruppo senese è sostanzialmente una banca commerciale, mentre Mediobanca è una banca private e un investment-bank, con una ingombrante partecipazione: Assicurazioni Generali.Fatto sta che oggi si è tenuto il cda di Mediobanca e Piazzetta Cuccia ha risposto stizzita ricordando anche gli interessi incrociati dei due protagonisti dell'operazione: Caltagirone e Delfin. Il cda «rigetta» l offerta pubblica di scambio «non concordata» di Mps, ritenuta «fortemente distruttiva di valore». Lo si legge in una nota dell istituto guidato da Alberto Nagel. «L Offerta non è stata concordata ed è da ritenersi ostile e contraria agli interessi di Mediobanca». Facciamo chiarezza con Luca Davi, Il Sole 24 Ore.Deepseek, momento Sputnik cinese o caos programmato? Un'intelligenza artificiale low cost di pechino nella giornata di ieri ha fatto crollare il Nasdaq e innescato un piccolo terremoto nel settore hi tech negli USA nella giornata di ieri. 1000 miliardi bruciati in un giorno. Su8lla scia dei risultati sorprendenti dell'app Deepseek, il colosso dei microchip Nvidia ha perso oltre il 17% in Borsa. In rosso sono finiti a Wall Street Broadcom (-16%), Microsoft (-4%), Micron (-8%) e Advanced Micro Devices (-5%). Sotto pressione Constellation Energy (-12%) e Vistra (-19%), impegnati in progetti energetici per IA. Al contrario, le aziende cinesi collegate a DeepSeek, tra cui Zhejiang Orient Holdings e Zhuhai Huajin Capital, sono salite del 10%. L'app cinese potrebbe rappresentare il momento Sputnik dell'intelligenza artificiale. Questa start up cinese, nata come spin off del fondo di investimento High-Flyer, ha rilasciato un chatbot che ha messo in discussione la leadership occidentale (o meglio, americana) nel settore dell'AI, sgretolando certezze su una presunta superiorità tecnologica che ora potrebbe essere più difficile da dimostrare. Cerchiamo di capirne di più con l'intervento di Biagio Simonetta, Il Sole 24 Ore e Nicola Gatti, professore ordinario in ingegneria informatica del politecnico di Milano e direttore del centro di ateneo per la ricerca e innovazione in intelligenza artificiale.

n this video, we dig into AMD's recent struggles after a downgrade by HSBC Securities. Is it time to worry or an opportunity to get in on a potential bounce? You'll get a detailed analysis of AMD's performance, insights into the semiconductor industry, and practical trading strategies to help you navigate the market.

Welcome back to Market Mondays! In today's clip, the hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the incredible journey of Broadcom, the 13th company to achieve a trillion-dollar valuation in stock market history. Broadcom's remarkable 25% surge last Friday and an additional 10% increase today have everyone talking, and we're here to break down what this means for the market and why Broadcom is leading the charge. Our hosts revisit discussions from previous episodes, especially noting Troy's insights from September when Broadcom's third-quarter earnings were approaching. At the time, the company was positioning itself as a critical player in the AI infrastructure space, alongside giants like Nvidia and TSM. Troy highlights the enormous $87 billion revenue quarter Broadcom reported, coupled with their confidence in sustained growth through 2027. This long-term focus and staggering earnings performance have made Broadcom a stock to watch.Ian brings attention to Broadcom's quiet yet effective leadership and their strategic partnerships, notably with Apple. Despite the rocky road for other companies like Intel, Broadcom's commitment to innovation and high-efficiency semiconductor production has kept them at the forefront of the industry.As the hosts celebrate the success of early Broadcom investors from their Eyo University community, they also hint at future potentials in the AI sector, specifically mentioning companies like Micron that could experience similar growth.Before wrapping up, Rashad announces the upcoming launch of their first novel, "You Deserve to Be Rich," debuting on January 14th. To celebrate, they're offering a special 48-hour pre-sale bonus that includes access to a stock option boot camp and a 45-minute video by Troy on stock analysis and artificial intelligence applications in investments. This exclusive content provides valuable insights into Troy's method of evaluating stocks using AI technology.Tune in to gain a comprehensive understanding of Broadcom's recent achievements, explore the broader impacts on the AI ecosystem, and find out how you can benefit from their unique investment strategies and educational resources.Don't forget to like, comment, and subscribe to stay updated with the latest market insights every Monday!*Hashtags:*#MarketMondays #Broadcom #StockMarket #AI #ArtificialIntelligence #Nvidia #TSM #Investing #Finance #StockAnalysis #EarningsReport #TrillionDollarCompany #Semiconductors #FinancialEducation #InvestmentStrategies #YouDeserveToBeRich #BookLaunch #PreSaleBonus #EyoUniversity #Micron #Intel #StockOptionBootCamp #MarketInsights---Enjoy the content? Hit the like button and consider subscribing to our channel for more in-depth analyses and updates on the stock market and finance every Monday. Share your thoughts and questions in the comments below – we love hearing from our community!Thank you for watching Market Mondays, where we guide you to financial literacy and investing success!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about markets trying to rebound from Wednesday's Fed-fueled sell-off. Hear why Cramerbelieves Fed Chair Powell "got it wrong." Micron shares tumbled on weaker guidance, which overshadowed a Q1 earnings beat. President-elect Trump told NBC News he's in favor of abolishing the debt ceiling.  The anchors discussed Elon Musk's role in the scuttling of a bipartisan spending deal aimed at avoiding a government shutdown.Food for thought: Olive Garden parent Darden Restaurants surges on earnings, frozen french fry maker Lamb Weston plunges after replacing its CEO and slashing guidance. Squawk on the Street Disclaimer

You can now buy a car on Amazon. A new AI unicorn doing something with AI I hadn't heard about before. New AI enhanced smartglasses. Microsoft says it has a new datacenter design that uses zero water. And if you were able to use Sora yesterday, what was that like?Sponsors:Shopify.com/rideLinks:You Can Buy a Car on Amazon Now (Wired)US finalizes $6.1 bln Micron chip-making subsidy (Reuters)Memory chip maker Micron's $6.1 billion grant confirmed by Commerce Dept. (Washington Post)OpenAI-Backed Language Tutor Startup Doubles Value to $1 Billion (Bloomberg)Solos challenges Meta's Ray-Bans with $299 ChatGPT smart glasses (The Verge)Microsoft Unveils Zero-Water Data Centers to Reduce AI Climate Impact (Bloomberg)Bluesky teases paid subscription, Bluesky+, in new mockup (TechCrunch)I just went hands-on with Sora — the good, the bad, and the wow (Tom's Guide)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.