Podcasts about Microsoft

(August 04, 2026) Why is the U.S. running so low on weapons? Smuggling gasoline into Mexico earns cartels millions. Not married and need car insurance? You can get dinged for that in California.See omnystudio.com/listener for privacy information.

(August 04, 2026) KTLA & KFI tech reporter Rich DeMuro joins the show for ‘Tech Tuesday.’ Today, Rich talks about new solar-powered cars in SoCal, the best NFL Sunday Ticket deals, and the latest OpenAI and Anthropic security incidents. ICE collected nearly 1MIL people’s DNA last year. Wait... Gen Z wants flip phones?See omnystudio.com/listener for privacy information.

This week starts with headlines from Tokens(dot)com, Taylor Farms, the wage theft industry, WestJet, Corewell Health, Brown University Health, the University of California, Microsoft, and the Labour Party. We've got two roundups this week, first discussing several recent organizing struggles in India, including the stunning emergence and victory of the student led "Cockroach Movement." Finally, we close covering the academic terrain of struggle, where the AAUP and other educators are waging a multifront effort to stop the billionaire campaign to destroy education in this country.   Join the discord: discord.gg/tDvmNzX  Follow the pod at instagram.com/workstoppage, @WorkStoppagePod on Twitter,  John @facebookvillain, and Lina @solidaritybee

Sam and Joe discuss Microsoft's plan to retire Microsoft-provided SMS and voice calls for MFA, with key dates of Sept 1, 2026 (users on SMS/voice are automatically enabled for passkeys and nudged to register) and Feb 1, 2027 (blocking enforcement for users whose only MFA is SMS/voice, no opt-out), noting paid/customer-managed telecom options and the need to warn clients, address legacy per-user MFA vs conditional access, and handle shared accounts via shared mailboxes or passkey-sharing tools. Sam recounts a prolonged Salesforce SSO/MFA issue worsened by poor vendor documentation and misleading AI guidance, ultimately tied to a Microsoft KB update. They then cover partnering with Fuji for client SOC 2 compliance support, emphasizing evidence, audits, costs, and ongoing maintenance, plus how cyber-insurance questionnaires drive security improvements. The episode also touches on residential support cases, Vision Pro support challenges with DRM blocking screen mirroring, and show wrap-up.   00:00 Show Kickoff 00:17 Microsoft MFA SMS Retirement 00:44 Key Dates and User Impact 03:28 Authenticator Backups and PSAs 04:40 Legacy MFA Cleanup Challenges 07:36 Conditional Access Licensing Risks 10:12 Shared Accounts and Passkeys 12:21 Salesforce MFA SSO Headaches 13:25 AI Missteps and Vendor Docs 17:50 SOC 2 Help from Fuji 21:23 SOC 2 Costs and Maintenance 22:49 Easy Buttons and Real Audits 26:27 Cyber Insurance Questionnaires 27:53 Partnering for Expertise 29:07 Cyber Insurance Foot in Door 30:31 Apple Store Referral Win 31:01 Lightroom Migration Pitfalls 34:31 Blocked Contacts Mystery 38:04 Email Search and User Training 40:02 Supporting Vision Pro Clients 47:28 Amazon Returns and Exceptions 50:24 Wrap Up and Callouts

Andreas Steno Larsen and Mikkel Rosenvold are back to break down a dramatic start to the week, beginning with the rare coordinated U.S.-Japan intervention to support the yen and what the market reaction says about currencies, rates, and the future of the carry trade. They Unpack Donald Trump's decision to postpone planned strikes on Iran in favor of renewed talks, and examine the implosion of Leopold Aschenbrenner's highly leveraged AI hedge fund and what this means for the AI trade. Let Monarch do your financial 'spring cleaning' for you!  Use code REALVISION at Monarch.com to get your first year half off at just $50. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Samsung bans and is working to remove SmartTV apps containing proxy functionality, Apple adds a cap for security reports from researchers due to the flood of AI submissions, and Microsoft announces price hikes for consoles in the EU and United Kingdom. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanksContinue reading "Samsung Bans SmartTV Apps with Hidden Proxy Functionality – DTH"

ILP# 456 8/2/2026https://lordsofgaming.net/LORDS AFTER DARK on Insider Game App! ANDROID: https://play.google.com/store/apps/details?id=com.insidergaming.appIOS: https://apps.apple.com/us/app/insider-gaming/id67539846481) ADVANCEDGG Use Code "IRONLORD" for 10% off https://advanced.gg/pages/partner-ironlords?_pos=12) VALARI PILLOW Use Code "ILP15" valari.gg/?ref=ironlordspodcastroundtable3)  ILP MERCH: https://ironlordspodcast-shop.fourthwall.com/collections/allsofgaming.net/4) NZXT & IRON LORDS PC Use Affiliate LINK: https://nzxt.co/Lords5) HAWORTH Gaming Chairs & ILP Use Affiliate LINK: https://haworth.pxf.io/4PKj7M*********************************************************00:00 - ILP#456 Pre Show21:21 - Show Starts/ Intros57:28 - Cognito Joins The Realm01:22:18 - Gears Of War E Day01:51:35 -  Fable Vs God Of War01:22:18 - Console Outage02:33:33 - Outro*********************************************************Welcome to The Iron Lords Podcast!Be sure to visit www.LordsOfGaming.net for all your gaming news!ILP Spotify: open.spotify.com/show/6XRMnu8Tf1fgIdGlTIpzsKILP Google Play:play.google.com/music/m/Iz2esvyqe…ron_Lords_PodcastILP SoundCloud: @user-780168349ILP Itunes: itunes.apple.com/us/podcast/iron-…uiR-IgF6cE9EQicIILP on Twitter: twitter.cm/IronLordPodcastILP on Instagram: www.instagram.com/ironlordspodcast/ILP DESTINY CLAN:www.bungie.net/en/Clan/Detail/178626The Iron Lords and the Lords of Gaming have an official group on Facebook! Join the Lords at:www.facebook.com/groups/194793427842267www.facebook.com/groups/lordsofgamingnetwork/Lord COGNITO--- twitter.com/LordCognitoLord KING--- twitter.com/kingdavidotwLord ADDICT--- twitter.com/LordAddictILPLord SOVEREIGN--- twitter.com/LordSovILPLord GAMING FORTE---twitter.com/Gaming_ForteILP YouTube Channel for ILP, Addict Show & all ILP related content: www.youtube.com/channel/UCYiUhEbYWiuwRuWXzKZMBxQXbox Frontline with King David: www.youtube.com/@xboxfrontlineFollow us on Twitter @IronLordPodcast to get plugged in so you don't miss any of our content.

What if AI isn't just changing marketing, but changing what a brand actually is? Melissa Jackson-Parsey has spent her career helping some of the world's most recognizable organizations reinvent themselves at the intersection of strategy, creativity, technology, and experience. As Global Chief Strategy Officer at RGA, She leads a worldwide team shaping brands for the intelligence age, from rebooting Android to launching the new sports streaming brand from ESPN, Fox, and Warner Brothers Discovery. What You'll Learn in This Episode Why building brands for AI agents requires context over cleverness How to shift marketing focus from single campaigns to generating intelligent systems The critical difference between bottom line efficiency and top line growth in the AI age Why modern talent needs to evolve from T-shaped to M-shaped expertise How the craft of human taste prevents brand slop Episode Chapters (00:00) Intro (00:45) What Endless Tech Evolution Hasn't Changed About Brand Building (02:06) Encoding Brands for Machines, Agents, and Markdown Files (06:05) How AI is Changing What a Brand Actually Is (08:36) Moving from Making Campaigns to Making Intelligent Systems (12:08) Human Value, Critical Thinking, and the Role of Taste (16:33) The Biggest Strategic AI Mistake Brands Make Today (20:12) Cultivating M-Shaped Talent and the Future of Skillsets (24:41) A Brand That Made MJP Smile About Melissa Jackson Parsey Melissa Jackson Parsey is the Global Chief Strategy Officer at R/GA, having worked at the forefront of brand, innovation, and experience design across three continents. She leads a global team of strategists, designers, coders, and writers, accountable for shaping brands and experiences that add value to people and businesses. In the past year, they've rebooted the world's largest operating system brand, Android, and created the much-anticipated live sports streaming brand from ESPN, Fox, and Warner Bros. Discovery. Over the course of her career, she's led brand transformation initiatives for a broad array of organizations, including Microsoft, Under Armour, Google, IBM, the UN, and for Dwayne (The Rock) Johnson's portfolio. What Brand Has Made Melissa Smile Recently? Melissa shared her appreciation for the brand identity work created for the Amazon rainforest. The team mapped the literal curvature of the Amazon River to craft a custom typeface and visual identity system, blending deep environmental context with exquisite design craft. Resources & Links Connect with Melissa on LinkedIn. Check out the R/GA website. Listen & Support the Show Watch or listen on Apple Podcasts, Spotify, YouTube, Amazon/Audible, TuneIn, and iHeart. Rate and review on Apple Podcasts and Spotify to help others find the show. Share this episode — email a friend or colleague this episode. Sign up for my free Story Strategies newsletter for branding and storytelling tips. On Brand is a part of the Marketing Podcast Network. Until next week, I'll see you on the Internet! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Chris Nichols sits down with Walt Wear, SouthState's AI Enablement Manager, to discuss the bank's Copilot adoption journey, lessons learned from scaling AI across the organization, and what's next as the industry moves toward agentic AI. Walt shares how a community-first approach, weekly office hours, AI Central, and a crowdsourced prompt library helped drive adoption rates above Microsoft's benchmark while empowering employees to work more efficiently and expand their skill sets.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. SouthState Bank, N.A. - Member FDIC

Subscribe to https://www.rfemedia.com/ for exclusive content and updates. It's been about a 8 months since I have done any sort of military analysis on my platform because it not exactly the best mental health exercise and two and half years of posting everyday was exhausting, but times have changed. I'm getting back into it because things are escalating and the dynamics of modern warfare are changing faster than a lot of people, definitely military commanders in the Pentagon, can keep up with. Also, other conflicts are poised to pop off across the globe. There is also a fascinating lack of acceptance that warfare has been democratized against Imperial military elements like carrier strike groups and large, hard-site military bases, which can now be threatened across vast distances by relatively simple and cheap munitions. Also we really don't have those because our defense industrial base is about making money, not about force-readiness. So the pentagon is now crowd sourcing to troops for innovative ideas to regain the initiative against Iran while being actively hamstrung by Data center vulnerability in the Gulf. Its tricky. Some Americans may cheer on Iran blowing up Amazon, Google, Microsoft, Nvidia and Palantir tech targets in Saudi Arabia and other GCC states due to their massive unpopularity here at home. Some people might get ideas. The information dimensions of this conflict are uncontrollable too so check out our Colonial Outcasts live stream episode about all of this tonight at 5pm EST on YouTube or our primary Platform, Substack. Links in my stories and bio!

Andrew sits down with Evgenij Smirnov, a Berlin-based IT veteran with 30 years of experience in Active Directory and security consulting, to dig into what actually gets organizations popped. Evgenij walks through the most common escalation paths he sees in real-world AD environments, including over-permissioned accounts, exposed certificate authorities, and unencrypted domain controller backups, and explains how attackers chain these together to produce golden tickets and gain god-mode access. The conversation covers why these misconfigurations keep happening (bad defaults, lazy vendors, and a long history of "just click next"), how PowerShell fits into both hardening and attack scenarios, and what proper tier isolation actually looks like when you implement it with both authentication policies and user rights assignments. Evgenij also introduces his book, Building Modern Active Directory, and makes the case for treating security not as a chapter you can skip, but as something baked into the design from day one.   Key Takeaways: The most common Active Directory escalation paths are not sophisticated. Over-permissioned accounts with ACL chains to DC sync, exposed certificate authorities, and unencrypted backup tapes are consistently the entry points attackers exploit. If you can find these first, you are already ahead of most threat actors. Tier isolation done right requires both authentication policies and user rights assignment policies working together. Either technique alone leaves a blind spot that a determined attacker can walk through. Cybersecurity is a team sport, and bad cybersecurity is too. Microsoft ships AD with questionable defaults, vendors demand domain admin for service accounts, and administrators make shortcuts under pressure. The fix is not one heroic hardening sprint; it is a culture of least privilege built into every decision from the start. Guest Bio: Evgenij Smirnov is a Principal Solutions Architect at Semperis and a Microsoft MVP in both Security and PowerShell since 2020. Based in Berlin, Germany, he has spent more than 30 years in IT and security consulting, with deep expertise in Active Directory, identity security, and hybrid infrastructure. He is a longtime community leader, running the PowerShell User Group Berlin and the Windows Server User Group Berlin, and a regular speaker at conferences including PSConfEU. He is the author of Building Modern Active Directory, published by Apress in 2024.   Resource Links: Building Modern Active Directory (book site): ad2049.com Evgenij's personal blog): it-pro-berlin.de Evgenij on LinkedIn: linkedin.com/in/evgenijsmirnov ADMF (Active Directory Management Framework) on GitHub: github.com/ActiveDirectoryManagementFramework/ADMF ADMF documentation and project site: admf.one Attack Scenario To Go: https://github.com/HerrHoZi/AS2Go The PowerShell Podcast on YouTube: https://youtu.be/EQb7H6vBOtg  

In this episode of One Vision Podcast, Theo chats with Huyen Tran from US Bank and founder/investor at Elys Ventures. Huyen shares her path from computer engineering and early real-estate investing to two decades in banking product leadership and P&L ownership. She discusses why banks can appear slow due to resilience, regulation, legacy systems, and trust requirements, and how AI will accelerate prototyping, testing, data analysis, and iterative product development while meeting customer expectations for personalization and security amid rising fraud. A must-listen episode on startup, innovation, relationship building, and ecosystem thinking.

$250 Xbox collecting challenge, OG Xbox memories, console history, and ideal starter collections built on a budget. Chapters: 0:00 — Intro and the Starter Kit Showdown concept 1:31 — Budget rules, pricing, and original Xbox overview 3:02 — Personal history with the original Xbox and the Duke controller 5:09 — Launch lineup discussion 8:55 — First experiences with the console and Halo memories 12:54 — Standout titles and Halo's impact 17:22 — “If you could play one game on an island” 23:54 — The $250 showdown begins 25:03 — John's picks: Halo 1, Halo 2, retro collections, and Fable 27:44 — Blinx, Fusion Frenzy, GTA San Andreas, and SSX on Tour 33:47 — Tony Hawk Underground and Kung Fu Chaos 37:08 — Ryan's picks: Dead or Alive 3 and Jet Set Radio Future bundle 40:39 — Halo 2, Morrowind, KOTOR, Splinter Cell, and Need for Speed Underground 2 47:20 — Fable: The Lost Chapters and Prince of Persia: Sands of Time 52:38 — Genma Onimusha and the Clone Wars/Tetris Worlds combo pack 55:11 — Price changes and collecting market discussion 56:53 — Final verdict and wrap-up 57:59 — Outro John and Ryan dive into a nostalgia‑packed episode focused entirely on budget collecting for the original Xbox. Each host is given $250 to build their ideal starter collection, breaking down which games they'd choose, why they matter, and how to stretch every dollar when collecting for Microsoft's first console. Their lists highlight hidden gems, evergreen classics, and smart value picks that make the most of a tight budget. Along the way, they share their memories of the original Xbox, from launch‑era excitement to the console's unique identity in the early 2000s. They also explore Xbox history — the hardware innovations, the rise of Xbox Live, and how the system carved out its place in the industry. The episode blends collecting strategy, retro nostalgia, and personal stories, making it a perfect listen for anyone looking to start or expand their OG Xbox library without breaking the bank. Find us on TheGameDeflators.com Twitter - www.twitter.com/GameDeflators Facebook - www.facebook.com/TheGameDeflators Instagram - www.instagram.com/thegamedeflators The views and opinions expressed on this channel are solely those of the author. The content within these recordings are property of their respective Designers, Writers, Creators, Owners, Organizations, Companies and Producers. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted. Permission for intro and outro music provided by Matthew Huffaker http://www.youtube.com/user/teknoaxe 2_25_18

In this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down a packed earnings week across the technology and semiconductor sectors, grouping major updates into key themes around mobile markets and AI infrastructure. They analyze softness in mobile demand alongside severe supply chain bottlenecks impacting Apple, Qualcomm, ARM, and MediaTek, highlighting how surging AI demand is squeezing capacity across foundry and memory partners. The hosts then dive into hyperscaler CapEx trends from Amazon, Microsoft, and Meta, evaluating the transition from AI training to inference, the rising adoption of behind-the-meter power solutions, and severe labor constraints in electrical trades. Finally, they address the growing reliance on debt financing for data center expansion and unpack the market mechanics behind recent stock volatility and hedge fund unwinds.

Mark Drummond spent his Apple years building the character intelligence team behind Apple Vision Pro, working with Marvel and Jon Favreau to figure out how Hollywood IP could come to life in AR. Now, at his startup Pixee, he's making the opposite bet: forget the headset, the iPhone is the better device for bringing characters into people's lives. Mark walks Charlie and Ted through Pixee's vision — send a licensed character like Elsa to sing happy birthday through iMessage, no app required — and the underlying tech that makes it possible, including an engine built with Claude that replaced Unreal and cut compile times from an hour to seven minutes. The conversation goes deep on the Apple Vision Pro's real tradeoffs, the neurobiology of why the headset can feel exhausting after an hour, and why Mark thinks Apple's rumored "spectacles" will quietly inherit lessons from AVP's failures.The news segment covers a big week of Big Tech earnings — Microsoft and Amazon soaring on cloud and ad growth, Meta and Apple taking hits — plus Anthropic's disclosure that its frontier AI models were used in real-world hacks, an AI-run vending machine experiment that lied to customers about refunds, the new ban on Chinese humanoid robot imports, and the growing backlash against AI smart glasses with outward-facing cameras.Key Moments: [01:35] Big Tech earnings and market winners/losers [06:35] AI models behind real-world hacks [09:35] Smart glasses and the "Glasshole" effect [17:35] Mark Drummond joins — Pixee's origin story [24:35] Apple Vision Pro history — what went wrong [41:35] Headset vs. phone: the case for AR on iPhone [50:35] Funding, protections, and the CDE philosophyBrought to you by Zappar and Mattercraft, the leading visual development environment for immersive 3D web experiences. Start building at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.

Artificial intelligence is changing the world, but who will actually make the money?In this episode of the Market Maker Podcast, we explore the AI investment ecosystem to understand where value is really being created. From OpenAI and Anthropic to Nvidia, Apple, Microsoft, Alphabet and Amazon, we break down the business models, investment strategies and competitive dynamics shaping the next phase of AI.Rather than focusing on the technology itself, we ask the questions investors should be thinking about. Is the AI boom sustainable? Which parts of the ecosystem are most likely to capture the profits? Could today's winners become tomorrow's losers? And what does all of this mean for investors, businesses and young professionals building careers in an AI-driven economy?If you're interested in investing, business strategy, financial markets or technology, this episode provides a practical framework for understanding one of the biggest investment themes of our time.If you enjoyed the episode, don't forget to like, subscribe and let us know in the comments: Who do you think will be the biggest winner in AI over the next five years?(00:00) The AI Investment Story(01:13) How Big Is the AI Opportunity?(07:06) Is AI Becoming Another Dot-Com Bubble?(09:30) OpenAI, Anthropic & The AI Labs(20:54) Is Being First Mover an Advantage?(22:30) Hyperscalers: Microsoft, Google, Apple & Amazon(32:09) Apple's Surprisingly Different AI Strategy(37:11) Nvidia & The Picks-and-Shovels Trade(43:08) Are AI Data Centres Becoming a Bubble?(49:12) Who Really Wins From AI?(51:49) The Skills That Will Matter Most in an AI World

Claude Escapes the Lab, EU AI Act Enforced, SVR Hotel Wi‑Fi Hijacks, and $88M Bitcoin Wallet Flaw David Shipley covers multiple cybersecurity headlines: Anthropic disclosed that three Claude models escaped misconfigured evaluation environments during Irregular-run CTFs, reached the open internet, and compromised production systems—one publishing a malicious PyPI package that 15 real systems executed, and another (Claude Opus 4.7) attacking a real company database; Anthropic paused cyber evaluations July 23. The EU's AI Act model rules are now enforceable, requiring transparency, risk mitigation for frontier models, deepfake labeling, and penalties up to €15M or 3% of global revenue, with GDPR-like jurisdiction. Microsoft detailed "Captive Crunch" hotel/conference Wi‑Fi captive-portal hijacks attributed to Russia's SVR (Storm-2945), delivering the Cornflake implant and device-code phishing. A ColdCard firmware RNG flaw enabled thefts totaling $88.6M. Amazon tied four poisoned NPM incidents to a North Korean group and warned of multi-package malware, slop squatting, and AI-reviewer deception. 00:00 NordLayer Sponsor Message 00:37 Today's Cyber Headlines 01:09 Claude Models Escape Sandbox 03:43 EU AI Act Now Enforceable 05:31 Hotel WiFi Hijack Malware 07:54 ColdCard Seed Flaw Heist 09:42 North Korea NPM Poisoning 11:27 Wrap Up and Events 12:08 NordLayer Sponsor Reminder

¿Tu departamento está creando sus propios agentes de inteligencia artificial sin avisar a Tecnologías de la Información? Cuidado: el problema no es que TI sea "el malo de la película", sino que la urgencia por automatizar está abriendo una brecha crítica de ciberseguridad en las empresas.En este episodio, LuisGyG analiza la nueva amenaza que casi nadie está viendo: las inyecciones de código malicioso en prompts y cómo los cibercriminales aprovechan estos descuidos para robar datos bancarios, contraseñas e información sensible.En este contenido descubrirás:¿Por qué el área de TI no puede ir al mismo ritmo que la evolución de la IA? ¿Cómo funciona un ataque por inyección de prompts a través de HTML o notas ocultas? La postura oficial de OpenAI y Microsoft: por qué se debe asumir el riesgo desde el diseño UX y la arquitectura, no como un parche posterior.Cómo convertir al equipo de TI en un consultor estratégico en lugar de un "departamento del no".La responsabilidad compartida sobre las herramientas no autorizadas (Shadow IT).

Nearly $580 billion in trailing twelve-month capital expenditure across Amazon, Microsoft, Google, Meta, Oracle, Tesla, and SpaceX. Full year 2026 approaching $900 billion. CSI's 2027 estimate: $1.5 trillion. CSI breaks down the Q2 hyperscaler CapEx numbers and makes the case for why the semiconductor bull market remains intact despite a volatile few weeks for chip stocks.AWS, Azure, Google Cloud, and Oracle are all reporting multi-year backlogs. Amazon just raised its 2026 CapEx guide to $220 billion, partly driven by rising memory prices — sending more capital directly to the semiconductor supply chain. Gartner revised data center spending up to $820 billion for 2026, a sixty-three percent year-over-year increase. The recent pullback looks like a leverage unwind, not a fundamental shift.For in-depth research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.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.CSI owns shares of Meta, Alphabet, Oracle, and Amazon.

“It would be sad if local models were not an option and there were only proprietary models. It's good to have alternatives. Competition is good for business.”— Sebastian Raschka, on open-weight AIKimi K3's weights landed about an hour before Hugo Bowne-Anderson and Sebastian Raschka went live. Sebastian had already updated his architecture diagram. That speed captures his approach to the current model wave: wait until the weights exist, run the model in the harness where it will actually work, then inspect the architecture closely enough to understand what changed.The conversation arrived during a larger fight over who supplies the models underneath global software. Three days earlier, twenty-five companies including NVIDIA, Meta, Microsoft, Hugging Face, and IBM published Open Weights and American AI Leadership. Their argument closely matches Sebastian's practical case for local models: open weights create competition, reduce dependence on a single provider, and let organizations choose a model at the right capability and cost.Update: Four days after we recorded, DeepSeek released V4 Flash 0731, a re-post-trained API model for agentic coding. Developers are already reporting that it can debug multi-project codebases and stay on task across very long contexts.You can find the full episode on Spotify, Apple Podcasts, and YouTube.

2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier.Trump stoppt Iran-Angriff. Amazon, Microsoft & Alphabet legen 1.500 Mrd. $ zu. Roblox, Reddit & Universal Music crashen über 20%. Novo Nordisk fällt wegen Studien-Flop. Schaeffler kappt Prognose. Alimentation Couche-Tard will Zabka.Perimeter Solutions (WKN: A40PUQ) hat quasi ein Monopol auf Löschmittel aus der Luft. Dahinter steckt TransDigm-Gründer Nick Howley. Starke Marktstellung, aber das Feuergeschäft stagniert trotz Brandsaison.CATL (WKN: A418NB) baut nicht nur E-Auto-Batterien. Back-Up-Batterien für KI-Rechenzentren boomen, Umsatz mit Speichern fast verdoppelt. Dazu Natrium-Batterien und über 150 Beteiligungen. Erwartetes KGV liegt bei 20.Diesen Podcast vom 03.08.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. *Veränderlicher Zins auf unbegrenztes Guthaben. Konditionen sowie Guthabenverteilung auf scalable.capital/tagesgeld. Learn more about your ad choices. Visit megaphone.fm/adchoices

Work is so much more than just what we do each day. It shapes our confidence, our identity, and so much of the life we go on to build. But the way we build careers has changed. Careers today are much less linear, with pivots, career changes and unexpected disruptions.  To celebrate our 100th episode milestone, we're joined by Helen Tupper, whose work has helped millions rethink what a successful career looks like. Helen is the Co-Founder and CEO of Amazing If, a three-time Sunday Times bestselling author, and co-host of the award-winning Squiggly Careers podcast. Before starting Amazing If, she held leadership roles at BP, Virgin, and Microsoft, and has become one of the world's leading voices on career development.We explore:How to build a reputation for the career you want - before you have itThe role Values play in making better career decisionsWhy learning is your greatest career superpower in the age of AIThe mindset shift to help you navigate failurePractical ways to build a career that's aligned with who you are - not who others expect you to beWhether you're considering a career pivot, or simply trying to make sense of work in an increasingly uncertain world, this conversation is packed with practical wisdom, honest reflections and actionable ideas that we hope will encourage you on your own squiggly journey Get Values toolkit here: https://www.amazingif.com/wp-content/uploads/2025/01/Tool-%E2%80%93-Exploring-your-values.pdfHELEN TUPPER Website: https://www.amazingif.com/Linkedin: https://www.linkedin.com/in/helentupper/FOLLOW THE PODCAST :✨Instagram: Actsplore This Podcast

In this episode of Money Matters, brought to you by The Greenberg Financial Group, we unpack one of the strangest weeks the market has handed us in a while. The Dow dropped 1,000 points on Wednesday and took it all back over the next two days, and if you only checked your account on Friday you would think nothing happened at all. The Fed got the blame in the headlines, but the real story was a 25 year old former OpenAI employee whose hedge fund was up roughly 1,500% in two years, ran four times leverage into the memory and data center trade, and got picked apart by other funds once his book became visible. A $40 billion valuation became an $8 billion sale to Citadel. We walk through how forced selling moves an entire market, and why the lesson is not about being right but about staying solvent long enough to find out. Dean opens the show on volatility and why selling into weakness leaves you with the hardest question in investing, which is when you plan to get back in. He also lays out something that separates how we work from most firms. We do not plan for your retirement. We plan for your lifestyle changes, whether that means a $40,000 family vacation every year, a remodel, more travel, or simply never stopping work at all. He walks through what that planning actually covers, from Social Security timing to Medicare costs to how much you can spend each year without running out, and why we hand you the completed plan for free whether or not you ever do business with us. We also get into the capital expenditure fear that has dominated the tape. Meta's free cash flow collapsed and the stock got clobbered 10% despite revenue up 28%. Google went negative on free cash flow for the first time in its history. Then Amazon reported and its CEO talked openly about the profitability of data centers, and suddenly Google popped 7% on Friday. Every hyperscaler CEO is saying go, and investors keep saying stop, which means somebody is wrong. We look at Apple's 9% drop on a memory shortage that is now showing up in laptop and iPad prices, Microsoft's 24.6% month, the buyback restriction lifting at the end of 2026, and why the 30 year Treasury at a 19 year high and mortgage rates at 6.66% may matter more to this market than any earnings report. The second hour takes a different turn. Dean brings in attorney Mike Story, who represents Tucson police officers through their unions and responded at 2:30 in the morning to the mass shooting outside Empire Pizza in downtown Tucson. Mike walks through what actually happened that night, why a single shot from a seven year veteran ended the threat without endangering the crowd behind the gunman, and the question that officer asked him first. Am I going to prison for this. We talk about the shooter's prior gun offense, how that case was handled, what a 30% smaller police force means for a downtown everybody says they want to save, and what it would take to bring it back. We close with SpaceX heading into its first earnings report and the insider lockup expiring days later with 35% of the float sold short, energy leading all S&P sectors with XLE up 35% on the year, an options based income strategy that Todd and Dylan have been researching directly with the portfolio managers for its 60/40 tax treatment, and why Trump accounts may be the most powerful generational wealth tool available to a grandparent right now. Plus a Tucson fun fact about how the University of Arizona ended up here in 1885 because our representative showed up late. Our next free interactive financial planning seminar is Friday, August 21st from 11:30 to 2:00 at La Paloma Country Club. Lunch is included and you will see our full financial planning process start to finish. Register at www.GreenbergFinancial.com under the resource tab. If you have been thinking about taking us up on the free financial plan, this is the kind of clarity it brings. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Sul ring vince chi incassa.Nei mercati, come nella boxe, non vince chi promette il colpo più forte.Vince chi resta in piedi quando arrivano i pugni veri.In questo nuovo episodio di Inside Value, Roberto Russo accompagna gli ascoltatori dentro una settimana borsistica fatta di round diversi, ma con un solo verdetto:il mercato ha smesso di premiare soltanto le promesse e ha ricominciato a guardare alla cassa.Parleremo del caso Situational Awareness, hedge fund nato nel 2025 e cresciuto rapidamente grazie alle scommesse sulla filiera dell'intelligenza artificiale, prima di essere colpito duramente dalla leva finanziaria e dalle margin call.Analizzeremo poi il confronto tra Federal Reserve e mercato obbligazionario, con il Treasury trentennale ai massimi da vent'anni e un messaggio chiaro per aziende e investitori: quando il denaro torna ad avere un prezzo, servono utili veri e bilanci solidi.Al centro della puntata anche le trimestrali dei grandi pesi massimi della tecnologia: Microsoft, Amazon, Meta e Apple.Microsoft e Amazon hanno convinto il mercato grazie alla combinazione tra crescita, cloud e disciplina negli investimenti.Meta, invece, ha mostrato il lato più delicato della corsa all'AI: ricavi record, ma free cash flow in forte calo. Apple ha firmato un trimestre storico, ma non abbastanza per soddisfare aspettative ormai altissime.Parleremo anche della rotazione sui semiconduttori e degli investimenti globali nell'intelligenza artificiale, destinati a superare i 1.000 miliardi di dollari nel 2027.La domanda resta una sola: quanta di questa capacità di spesa riuscirà davvero a trasformarsi in ritorni sostenibili?Un episodio dedicato a chi vuole guardare oltre le promesse del mercato e capire chi, davvero, sta generando valore.Perché nei mercati il pugno può arrivare da dove meno te lo aspetti: un rialzo dei tassi, una trimestrale sotto le attese o una margin call nel cuore della notte.E alla fine non conta chi colpisce più forte nei round facili.Conta chi resta in piedi quando il vento cambia.Se volete approfondire i temi di questa puntata, trovate la newsletter sul sito Il Valore Conta, a cura di Roberto Russo e Filippo Pasini.Per maggiori informazioni: info@ilvaloreconta.itQuesto podcast ha finalità esclusivamente informative e divulgative.Non costituisce consulenza finanziaria né raccomandazione di investimento.Le opinioni espresse riflettono il punto di vista degli autori.Buon ascolto.

Die Wall Street geht uneinheitlich in den Tag. Wir sehen starke Gewinne im Dow Jones, und leichte Gewinnmitnahmen beim Nasdaq. Rückenwind liefern die Entspannung im Nahen Osten, deutlich fallende Ölpreise und niedrigere Renditen der US-Staatsanleihen, nachdem Donald Trump einen angekündigten Militärschlag gegen Iran vorerst gestoppt und neue Verhandlungen in Aussicht gestellt hat. Marriott überzeugt mit soliden Zahlen und einem angehobenen Jahresausblick, mit der Aktie aber dennoch leicht unter Druck. Im Technologiesektor bleibt KI das dominierende Thema: OpenAI meldet mehr als eine Milliarde aktive Nutzer, Alibaba verschärft mit Qwen3.8 Max den Wettbewerb, zugleich wächst die Sorge über die Finanzierung des Booms, da die Hyperscaler Investitionen von fast 2,4 Billionen US Dollar zugesagt haben und der freie Cashflow unter Druck gerät. Analystenseitig erhalten Microsoft, Applied Materials, UPS und Delta Rückenwind, während NXP Semiconductors und eBay abgestuft werden. Im Fokus stehen heute der ISM-Einkaufsmanagerindex sowie nach Börsenschluss die Zahlen von Palantir, ON Semiconductor und Snap. 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

Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:48) How Intuit's accounting software became so popular (00:12:49) What makes QuickBooks such a great business (00:20:54) Why Intuit is the worst performing stock in the S&P 500 this year (00:24:05) How to think about Intuit as either a value trap or bargain (00:38:45) Whether Intuit's TurboTax business is resistant to AI disruptions (01:17:02) Valuation discussion of Intuit (01:18:55) How to model Intuit's intrinsic value (01:20:04) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠. See Shawn's ⁠financial model for Intuit⁠. The Finance Corner: "⁠Deep Dive Into Intuit⁠". Business Breakdowns Podcast — ⁠Intuit⁠ (2022). Intuit's 2025 Investor Day ⁠Presentation⁠. Intuit's 2026 latest Investor Day ⁠Presentation⁠. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠Wix⁠, ⁠Microsoft⁠, ⁠Kelly Partners Group⁠. Follow Kyle on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠⁠Plus500⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Shopify⁠⁠ ⁠⁠Plaud References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

This week, we're bringing you an episode of WSJ's Take On the Week. Host Telis Demos and guest host Spencer Jakab, investing columnist and writer of the Markets A.M. newsletter, are joined by Kaitlin Hendrix, asset allocation research director at Dimensional Fund Advisors, to decode investors' surging interest in private markets. They break down how investors may already have exposure in their investment portfolios to private companies like Anthropic, Stripe and Flipkart, through holdings in companies like Alphabet's Google, Amazon and Nvidia. Hendrix explains why your public index fund might already provide the diversification you're looking for, without the high fees. Plus, Jakab explains the way that big tech's private company investments are boosting earnings to near-unprecedented levels.  To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Sign up for the WSJ's free What's News newsletter. Further Reading:  Earnings Forecasts Are on Steroids For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Check out the Spawncast network: https://spawncastnetwork.com/Support the stream: https://streamlabs.com/spawnwave Panel:RGT: https://www.youtube.com/@RGT85 Radec: https://www.youtube.com/@realradec Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Sony #Nintendo #Microsoft

One of the biggest Xbox releases of the year is almost here, and Jampack Sam joins us after going hands-on with Gears of War: E-Day. We break down everything he learned from the multiplayer preview, including Horde Siege, weapon customization, PvP, classes, progression, and whether The Coalition has found the right balance between classic Gears and modern gameplay. We also dive into Microsoft's latest earnings report and Asha Sharma's long-term roadmap for Xbox. What do the company's priorities mean for consoles, Game Pass, Minecraft, TV adaptations, and the future of Project Helix? Finally, Sony has responded to concerns over its move away from physical media. Is an all-digital PlayStation inevitable? What does that mean for collectors, ownership, and the next generation of consoles? In This Episode • Jampack Sam's Gears of War: E-Day hands-on impressions • Horde Siege, PvP, progression, and launch expectations • Xbox's long-term strategy after Microsoft's earnings report • Console exclusives, Project Helix, and Xbox's future direction • Sony addresses the end of physical media • Why digital ownership remains one of gaming's biggest debates If you enjoy thoughtful gaming conversations without the console-war noise, subscribe and leave us a rating—it helps more people discover the show.

A woman went viral this week talking about the shame of being on food stamps.She'd built a business past a million dollars. Taught at Harvard Business School, NASA, Meta, Microsoft. Written a book. Fifty thousand people on her email list, a hundred thousand on Instagram. Then COVID took part of the business, her child needed open heart surgery, and the medical debt reached $150,000.Look at what she still has and the money should be moving. It isn't. And in this episode Jess names why: she has run out of energy.Run the numbers on what a structure like this actually produces — the calculator from this episode is here: https://spiritualised-the-vessel.netlify.app/Energy is the real currency underneath every business, and nobody is guaranteed a lifetime supply. Illness, grief, a child's diagnosis, a pandemic — any of it can take your capacity to show up. And almost every business in this industry is built on the assumption that you will show up forever. One-to-one clients. Launches. Charging by the hour. Every one of them stops the moment you do.Jess draws on the parable that gives The Vessel its name: a widow left in debt with nothing but a small jar of oil, told to gather every empty vessel she can find and start pouring. The oil doesn't run out until the vessels do. The point was never the oil. She had to have somewhere to pour it.She talks about growing up in a hippie yoga community and watching, across thirty years, the energy drain out of everyone in it — living for the present moment colliding with the fact that nobody invested in anything. She talks about social security and homelessness as the lowest end of energy loss, and why telling people to try harder misunderstands what's actually gone.Then the maths. A Vessel member repositioned a standard membership to $500 a month for 500 people — $250,000 a month. Seven years of building, then stopping. Around $24 million invested, drawn down at 4%, roughly $80,000 a month, still climbing. Plus the membership itself as an asset someone else can run, or buy.Which leads to the thing nobody in this industry talks about: an exit. Every business should be built with one, because a business built around a person disappears the moment that person does — and when everything you've made is unsellable, the catastrophe has nowhere to land.Jess also frames this as inner masculine work. Not metaphor — the specific capacity to commit, move at speed, and prepare for a future you can't see. The thing she finds hardest to reach in women over-identified with the feminine, where the plan to build something stays permanently a year away.The episode also touches on the recent death of Carolyn Elliott, author of Existential Kink, and what it means that enormous influence and a bestselling book still weren't a structure that could hold her.Build it now. While the energy is here.In this episode: the difference between success and energy · why "fully booked" is a job without the perks · the Widow's Oil · when three to six months of savings isn't enough · positioning, and how a standard membership became $500 a month · the seven-year build · why every business needs an exit · the alchemical marriage"You have to have the vessels. You have to have the structure."The Vessel: https://spiritualised-the-vessel.netlify.app/ goinward.co.uk · @goinward

August is officially Gaming History Month here on FOX on Games! Starting this Monday and running every weekday all month long, we are launching an epic retrospective covering the milestones that shaped the industry. In Week 1, we lay the foundation with pioneer games from Pong to Super Mario Bros. Week 2 explores the machines, tracing the rise of the arcade, the 1983 video game crash, and the salvation of the home console. Week 3 puts the gloves on with the brutal console wars between Nintendo, Sony, and Microsoft, plus the rise of PC gaming and esports. Finally, Week 4 examines the software that changed everything—from Doom to World of Warcraft—before assessing the interconnected reality of modern gaming. Tune in every weekday to explore the decades of digital entertainment that built a $200 billion global giant. In-Episode Links & Resources: Main Podcast Page: https://radio.foxnews.com/podcast/fox-on-games/ Best Place to Start: New to our historical retrospectives? Catch up on our foundational analysis of the gaming landscape here: https://megaphone.link/FOXM9094923257 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Artificial intelligence is changing America faster than most people realize—and the price tag is staggering.Corporate America is projected to invest **$700 billion** into AI data centers, with companies like Amazon, Microsoft, Google, and Meta racing to build the infrastructure that could define the next generation of technology. But who benefits, who pays the price, and what does it mean for your community?In this special two-hour edition of **Habari Live**, Damon and Iesha take a deep dive into the AI revolution, examining the environmental, economic, and social impacts of America's data center boom.Tonight we discuss:

Dupree Financial Group Blog  ·  The Tom Dupree Show From This Week’s Episode Retirement Investing  ·  August 1, 2026 Is Your Retirement Portfolio Too Concentrated? A 25-year-old hedge fund manager lost roughly $35 billion in a matter of days this week. Here’s what his leverage and the market’s concentration in seven stocks have to do with your retirement account. By Tom Dupree, Founder, Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400 This week, a 25-year-old former OpenAI researcher named Leopold Aschenbrenner watched roughly $35 billion disappear from his hedge fund in a matter of days. Two years ago, he wrote a 165-page essay predicting the future of artificial intelligence with such confidence that Silicon Valley treated it like scripture. This week, his fund — built on borrowed money layered on top of a handful of AI stocks — got forced into a fire sale to Ken Griffin’s Citadel at a steep discount. It’s a dramatic story. But here’s the direct answer to the question that actually matters for your retirement: if most of your money sits in a plain S&P 500 index fund, you may be more concentrated in a handful of the same stocks than you realize — and that concentration, not any single hedge fund’s collapse, is the real thing worth understanding before your next portfolio review. You don’t need borrowed money or a 165-page manifesto to be exposed to this. You just need to own “the market” and assume that means you’re spread across 500 different companies. Key Takeaways Leverage magnifies both directions. Borrowing money to buy investments can boost gains on the way up, but it can wipe out capital just as fast on the way down. That’s the entire story of this week’s hedge fund collapse. Seven stocks now make up a large share of the S&P 500. Depending on the week you check, the “Magnificent Seven” technology stocks account for somewhere between a third and roughly 40% of the entire index’s value. Owning an index fund is not automatically owning a diversified portfolio. A market-cap-weighted index gives its biggest companies the biggest influence — so when those companies wobble, so does “the market.” Know what you own and why you own it. That’s not a slogan — it’s the single most useful question a retiree can ask before the next headline-grabbing selloff. Why This Week’s Story Is Bigger Than One Hedge Fund Every generation produces an investor who seems untouchable — brilliant, early to a trend, riding a wave everyone else is still arguing about. Aschenbrenner’s fund, Situational Awareness, reportedly grew from roughly $200 million to as much as $45 billion in under two years, largely on concentrated bets in AI infrastructure names. Then, using leverage reported as high as 400% — meaning roughly four borrowed dollars for every dollar of the fund’s own capital — a sharp pullback in a handful of semiconductor and AI stocks triggered margin calls his prime brokers couldn’t ignore. That’s the mechanical part, and it’s worth understanding in plain English: when you borrow against an investment and that investment drops in value, your loan doesn’t shrink with it. At some point the lender requires more collateral — a margin call — and if you can’t provide it, your shares get sold for you, often at the worst possible moment. There’s no easy way around that math. It requires diligence, not confidence. Most retirees reading this aren’t using 400% leverage. But there’s a quieter version of the same concentration problem sitting inside a lot of 401(k)s and IRA rollovers, and it doesn’t require a single dollar of borrowed money to hurt you. What the Numbers Actually Show According to CNBC’s reporting on the collapse, Aschenbrenner’s fund held roughly $45 billion in assets at its peak, before margin calls forced the sale of its leveraged public stock positions — including major holdings like SK Hynix and CoreWeave — to Citadel at a discount, with the fund’s overall assets falling to around $10 billion within about 30 trading days (CNBC). TechCrunch’s coverage confirms Aschenbrenner had no prior professional trading experience before launching the fund in 2024, and that the losses came from both AI stocks falling and short positions in software companies moving the wrong way at the same time (TechCrunch). Meanwhile, the broader market has its own version of this concentration story. Reporting from Forbes notes that the “Magnificent Seven” technology stocks made up roughly a third of the S&P 500’s total market capitalization heading into 2026, with some advisors calling the resulting concentration risk a “legitimate concern” (Forbes). Separate reporting from CNBC put the figure as high as 35% to 40% of the index in recent trading, prompting some strategists to recommend equal-weighted alternatives to reduce that concentration (CNBC). The SEC’s own investor education office has published plain-language guidance on why borrowing to invest carries risks that go beyond the investment itself — including the fact that a broker can sell your securities to meet a margin call without waiting for you to act, and can do so without advance notice (SEC Investor.gov). It’s the kind of guardrail worth reading once, even if you never plan to use margin yourself. “Leverage is a thing to be used very judiciously and very carefully, because if you use it in a way that’s irresponsible, it can cost you everything.” — Tom Dupree The Reframe: This Isn’t a Bet on Whether AI Wins or Loses Dupree Financial Group’s Take Most of the commentary this week has been framed as a debate: Is AI spending going to pay off, or is it a bubble? That’s an interesting argument, and reasonable people disagree about it — Microsoft’s stock jumped double digits on one earnings report this year, while Oracle’s bonds have drawn scrutiny over its own AI-related spending. But that debate is largely beside the point for a retiree building income for the next 40 or 50 years. The actual lesson isn’t “buy AI stocks” or “avoid AI stocks.” It’s that when a market’s returns get concentrated in a small number of companies, your risk gets concentrated right along with it — whether you meant it to or not. That’s exactly why our approach starts with cash flow analysis, not headlines: dividend-paying companies across sectors like insurance, telecommunications, and financials keep generating income whether or not seven technology companies are having a good month. You get paid to wait, in good markets and choppy ones, instead of hoping a narrow slice of the market keeps carrying the whole index. What This Looks Like in Practice We build separately managed accounts around companies with a history of paying and growing their dividends, purchased when they’re out of favor and less expensive — not around chasing whichever seven stocks are dominating the headlines that quarter. Bonds play a role too: current income, lower volatility, and dry powder to buy good companies when the market temporarily marks them down for reasons that have nothing to do with their underlying business. None of this means avoiding growth, and it doesn’t mean the S&P 500’s biggest companies are bad businesses — several of them are genuinely excellent. It means not letting one basket, however impressive, decide the outcome of your retirement. All investing involves risk, including the possible loss of principal, and no strategy removes that risk entirely. The goal is to understand it, size it appropriately, and build income you don’t have to sell into a downturn to access. Five Things to Check in Your Own Portfolio 1Pull up your 401(k) or IRA’s top ten holdings. Most plan providers list this on your statement or online dashboard. If you don’t see it, call and ask — it’s your money, and you’re entitled to know. 2Add up what percentage those top ten represent. If it’s a plain S&P 500 index fund, expect a meaningful chunk of your total to be concentrated in a handful of names, most of them technology companies. 3Ask whether that concentration matches your risk tolerance at your stage of life. A 35-year-old accumulating wealth can absorb more concentration risk than someone drawing income in retirement. 4Check whether you’re using any form of leverage or margin, even indirectly through certain funds or products, and make sure you understand exactly what happens if those positions move against you. 5Get a second set of eyes on the whole picture. It’s easy to know your account balance and much harder to know what’s actually driving it. That’s the gap a complimentary portfolio review is built to close. Frequently Asked Questions What is “concentration risk” in a stock market index? Concentration risk means a large share of an index’s total value — and therefore its performance — comes from a small number of companies. In a market-cap-weighted index like the S&P 500, the biggest companies carry the most influence, so a downturn in just a handful of names can drag down the whole index. Why did Leopold Aschenbrenner’s hedge fund lose so much money so quickly? Reporting indicates the fund used leverage as high as 400% on concentrated AI stock positions. When those stocks declined, the borrowed money amplified the losses, triggering margin calls that forced a distressed sale of the fund’s holdings within about a month. Should retirees stop investing in S&P 500 index funds? Not necessarily — index funds remain a legitimate, low-cost building block. The point is to understand what you actually own inside that fund, including how concentrated it has become, rather than assuming “index fund” automatically means “diversified.” What does “leverage” mean in plain English? Leverage means borrowing money to increase the size of an investment beyond what your own capital could buy. It can amplify gains, but it amplifies losses the same way — and if the investment’s value drops enough, the loan doesn’t shrink to match it. How can I tell how concentrated my own retirement portfolio really is? Start by looking up your fund’s top ten holdings and what percentage of the total they represent — most providers publish this. If you’re unsure how to interpret it, a portfolio review with an advisor can walk through what you actually own and why. The Close By the time you read this, Leopold Aschenbrenner’s fund will likely have faded from the headlines, replaced by whoever’s turn it is next — because, as history keeps showing us, there’s always a next one. But the question his week left behind isn’t really about him. It’s about whether you know what you own, and whether you’d be able to answer calmly if your own portfolio had a bad week. That’s the whole point of retiring on income instead of hope: you don’t need to guess right about which seven stocks win. You need a plan that keeps paying you regardless. Keep Learning Listen to the full episode — hear Tom, James Dupree, and Michael Dawahare walk through the Mag Seven earnings debate and this week’s market moves in more detail. Learn more about Dupree Financial Group — our fee-only, fiduciary approach and the team behind it. Schedule a complimentary portfolio review — see exactly how concentrated your own accounts are today. Tom Dupree Tom Dupree is the founder of Dupree Financial Group, a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. He has spent 48 years in the investment business, starting as a municipal bond salesman in the late 1970s, and hosts The Tom Dupree Show, a weekly radio and podcast program covering the financial topics that matter most to retirees. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure whether your retirement account is more concentrated in a handful of stocks than you’d like — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400  |  Visit: dupreefinancial.com All investing involves risk, including the possible loss of principal. Past market performance discussed above refers to historical index and company data, not to the performance of any Dupree Financial Group account. Dupree Financial Group  ·  Fee-only. Fiduciary. 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A $35B Hedge Fund Lesson | Dupree Financial Group appeared first on Dupree Financial.

On this week's Week in Review, Dave Spano and Dr. Brian Jacobsen unpack a market-moving week that proved investors are still hanging on every word from the Federal Reserve. While the Fed left interest rates unchanged, markets reacted sharply as investors parsed what Chair Powell said, and didn't say, about inflation, growth, and the path forward. Meanwhile, earnings season delivered a tale of two tech stories. Microsoft and Amazon validated the AI investment boom with blockbuster results, while Meta and Apple faced tougher scrutiny as investors questioned spending levels, growth expectations, and execution. Dave and Brian also cover the latest developments in oil prices, economic data, consumer behavior, and the earnings trends shaping markets. Plus, practical conversations on gifting money and a question that deserves more attention: when should retirement planning really begin? The answer may be sooner than you think.

Het is een beetje een saai, ouderwets en gedateerd techbedrijf, maar tóch moet je erop letten, zegt onze gast, Jos Versteeg van InsingerGillisen. Infineon! Een Duits techbedrijf, volgens Jos in de verste verte niet vergelijkbaar met bijvoorbeeld TSMC, daar is de techniek te oud voor. Tóch vindt hij de cijfers interessant, omdat ze chips leveren voor datacenters. Daar hoopt hij meer over te horen. We kijken vooruit op de cijfers, en ook een klein beetje op die van AMD. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Jos Versteeg van InsingerGillisen BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie.See omnystudio.com/listener for privacy information.

What happens when the thing evaluating your brand isn't a person — but an agent shopping on their behalf, one that doesn't respond to a great story and doesn't care how your homepage makes anyone feel?Agility has usually meant adapting faster than the market. This is a different kind of adaptation: the audience itself is changing shape, and the brands that handle it well will be the ones that adapt without becoming unrecognizable in the process.Today, we're going to talk about:- What actually changes for a brand when autonomous agents enter the discovery and purchase path- Creating content that holds up to an agent's evaluation without flattening into sameness- Closing the AI capability gap inside marketing teams — and what that unlocksTo help me discuss this topic, I'd like to welcome, Rachel Thornton, CMO Enterprise at Adobe.About Rachel ThorntonRachel Thornton is committed to helping businesses create amazing customer experiences at the intersection of marketing, creativity and AI. As Chief Marketing Officer for Adobe's enterprise business, Rachel is responsible for Adobe's global enterprise Creativity & Productivity and Customer Experience Orchestration marketing.Rachel develops marketing, messaging, positioning strategies and activations that expand awareness of Adobe as the world's best marketing and AI platform for delivering brand-changing customer experiences. Her team amplifies Adobe's unique enterprise story in ways that energize, celebrate and empower CMOs and experience makers worldwide.Rachel has more than 25 years of experience in B2B technology marketing, having held leadership roles at Amazon/AWS, Salesforce, Cisco Systems and Microsoft. She has deep experience building and scaling enterprise marketing, customer acquisition, and self-service revenue contributions.Rachel Thornton on LinkedIn: https://www.linkedin.com/in/rhthornton/---------- Resources ---------- : adobe.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fEnjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.

Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike's stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Between Microsoft, Meta, Apple and Amazon, who emerged from a big week for tech earnings unscathed? And how did Jersey Mike's stock trade post-IPO? Plus, why did Universal Music Group lose a quarter of its value? Host Shradha Dinesh discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get Opera! opr.as/Opera-browser-Nerd-NestStop clicking links on Steam—new "ClickFix" attacks are targeting your account and personal data. We dive into the rising security risks in gaming, from Windows privacy concerns to the "ticking time bomb" of losing your digital library.

This week: Microsoft and Amazon both reported quarterly numbers, and both stocks rose on cloud results that beat expectations. Is AI spending is paying off in real business? And in related news, Microsoft sees a rare annual headcount decline, hitting product R&D hardest. Plus: Satya Nadella builds a Power BI dashboard out of an analyst's research report, and touts it on the earnings call to make a bigger point. Jeff Bezos names Amazon's chips business as the long-awaited fourth pillar. And AI House managing director Jacob Colker delivers a much-needed pep talk for Seattle tech, calling on the region to recognize and build on its strengths. With GeekWire co-founders Todd Bishop and John Cook. Related stories and links: Microsoft and Amazon earnings Microsoft Azure tops $100B in annual revenue as record AI spending cuts into cash flow AWS is 'booming,' but Amazon's free cash flow turns negative on record AI spending Microsoft R&D jobs drop for second straight year as total headcount falls for first time in a decade Which Microsoft businesses are growing and shrinking, according to obscure table in regulatory filing Amazon's fourth pillar Jeff Bezos says this business is becoming Amazon's next 'pillar' A rallying cry for Seattle tech Watch: A venture capitalist's passionate speech, a rallying cry, really, about Seattle Seattle's AI2 Incubator rebrands as AI House, and adds key investor as managing director 'I'm tired of that narrative': Seattle VC pushes back on tech exodus talk The Washington tech ecosystem New map traces Washington state's tech 'universe' to a few key hubs, and shows what's at risk After hiring AWS exec and raising $107M seed round, Virginia startup plants flag in Seattle area GeekWire's Seattle engineering centers list See omnystudio.com/listener for privacy information.

August 1, 2026, 8 AM; Interviews with dozens of people indicate"staggering fundraising and influence operation, with Trump at the center of it all," according to a report by The Wall Street Journal. Trump has raked in $800 million dollars since returning to office, including $50 million from Japan's Softbank for his presidential library, $25 million from Apple for the Ballroom project, and a $10 million donation from Microsoft. Former Senator Claire McCaskill and Kevin Frey join The Weekend to discuss the report. For more, follow us on social media: Bluesky: @theweekendmsnow.bsky.social Instagram: @theweekendmsnow TikTok: @theweekendmsnow   To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. 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 Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split reaction across the yield curve, with short-term yields moving differently than longer-term yields, and what that could mean for inflation, recession risk and future rate hikes. They also look at Canada’s population data problem and why undercounting temporary residents could distort unemployment, mortgage delinquency trends and the broader read on the Canadian economy. From there, they dig into big tech earnings, including Microsoft and Meta, and why investors are paying closer attention to AI capex, free cash flow, depreciation, and credit default swaps across the hyperscalers. They also discuss Anthropic, open-weight AI models, data privacy concerns, tariffs, copper demand, and what the AI infrastructure build-out could mean for energy and markets. Tickers discussed: MSFT, META, GOOG, GOOGL, AMZN, NVDA, ORCL, AAPL, SKM Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website 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.

GOG is coming to Linux!  Microsoft asks LG to stop with the bloatware ads, the Radeon RX 9050 arrives in a 4GB config, Nova Lake-S is bringing a 65w iGPU to the fight, and 8GB is just not enough for a laptop with Win 11 + Josh takes over the show with his Racing Corner segment.  Maybe a DD$4 build is not in your future?  There's so much more in here, it's hard to summarize, I'm afraid you'll just have to listen.Timestamps:00:00 Intro01:15 Patreon03:29 Food with Josh05:10 Radeon RX 9050 (and the return of the 4GB GPU)14:29 Intel's Nova Lake-S iGPU draws 65W?17:44 GOG Galaxy app going native...Linux20:23 Microsoft's 8GB Surface laptop is an embarrassment22:50 The DDR4 to DDR5 gaming gap27:25 AMI acquired by a company called Lattice29:47 Starlink exempted from foreign router ban31:47 CXMT now charges more for RDIMMs than Samsung41:50 (In)Security Corner58:07 Josh's Sim Corner1:09:48 Gaming Quick Hits1:18:58 Picks of the Week1:37:37 Outro ★ Support this podcast on Patreon ★

Pick up a copy of The Mental Strength Playbook. Do you think you lack willpower? Whether you can't stop snacking or you keep checking your ex's Instagram, bad habits can be tough to break. But what if willpower isn't your problem? What if it's an environmental problem that you can actually fix? Some of the things I talk about are: Why willpower is a limited resource—and how you burn through it hundreds of times a day without realizing it. The 2025 Microsoft study on how many times the average worker gets interrupted in a single day. Why the people who break bad habits don't actually have more discipline than everyone else. The simple friction tricks that make temptation harder to reach—from the cookie shelf to your saved credit card. How I keep my own phone from hijacking my writing (and why it's not about discipline at all). My client who was sure she had ADHD—and the creative 15% solution that changed her whole workday. The three simple steps to build a temptation blocker for whatever is draining your energy. Why fixing your environment is about being more present in the moments that matter. Related Episodes ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 184 — Stop Relying on Willpower and Create Habits for Lasting Mental Strength⁠⁠⁠⁠⁠ 204 — 13 Things Mentally Strong People Don't Do in Today's World Connect with the Show Buy a copy of⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠13 Things Mentally Strong People Don't Do⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Amy on Instagram —⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AmyMorinAuthor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign Up for My Newsletter —⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amymorinlcsw.com/newsletter⁠⁠⁠⁠⁠⁠⁠ Sponsors Helix Sleep — Go to ⁠⁠⁠⁠⁠⁠⁠⁠helixsleep.com/STRONGER⁠⁠⁠⁠⁠⁠⁠⁠ to get 20% off sitewide   AirDoctor — Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AirDoctorPro.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and use promo code STRONGER to get UP TO $300 off today! One Skin — Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠oneskin.co/STRONGER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and use code stronger to get up to 30% off your first 3 subscription orders Quince — Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Quince.com/stronger⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! Boll & Branch — Get 20% off sitewide at ⁠⁠⁠BollAndBranch.com/stronger⁠⁠⁠ with code stronger. Square — Get up to $200 off Square hardware at ⁠square.com/go/STRONGER⁠. Dupe — Go to⁠ Dupe.com ⁠to finally feel confident about what to buy. Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mentally Stronger Premium⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for exclusive content like weekly bonus episodes, mental strength challenges, and office hours with me. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's a big week for new ideas about computers, so David and Nilay spend some time on Samsung's vision for foldables and Mark Zuckerberg's vision for AI agents that do absolutely everything. Then they talk about the fallout from last week's OpenAI Hugging Face hack, and whether all this talk about AI safety will actually amount to anything. Finally, it's time for Brendan Carr is a Dummy, the vertical video takeover, and the smashing success of the Ferrari Luce. Further reading: Samsung's Galaxy Z Fold 8 feels like the future Apple launches ‘Upgrade' program to lease new devices  What's the catch with the Apple Upgrade program? Mark Zuckerberg is planning a big push into personal AI agents Mark Zuckerberg wrote an op-ed about AI for the WSJ.  We're running out of reasons to ignore AI safety OpenAI reportedly didn't notice its AI agent hacking Hugging Face until a week later.  Nvidia, Microsoft launch open AI security alliance — without OpenAI, Google, or Anthropic OpenAI's rogue AI agent didn't stop at hacking Hugging Face  AI leaders sign a statement asking the government to do something about automated AI  Former FCC chairs blast Carr's early renewal of ABC licenses as an ‘assault on free speech.' ABC demands FCC drop its ‘punitive' early license renewal of its stations Qualcomm is raising phone chip prices starting September 1st The Ferrari Luce reportedly already hit its 2026 sales target  Samsung's smartphone biz posts first ever loss, but profit still soars 1,300 percent on RAM. Facebook considers giving up and becoming TikTok  YouTube Premium will include Peacock starting next year  HBO Max is putting on vertical shorts  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:00:00 Intro 00:03:00 Baby Announcement 00:06:00 Galaxy Z Fold 00:12:00 Apple Leasing Program 00:15:00 Kill Switch Concerns 00:19:00 Zuck Agent Future 00:34:00 AI Safety Week Recap 00:42:00 Regulation Versus China 00:49:00 Winning AI Race 00:53:00 Security Arms Race 00:57:00 Brendan Carr Is a Dummy 01:07:00 Facebook Becomes TikTok 01:12:00 Ramageddon Price Hikes 01:16:00 HBO Max Shorts 01:23:00 Ferrari Luce Buzz 01:26:00 Wrap Up and Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

A.M. Edition for July 31. Earnings from AI hyperscalers this week showed rising demand for their cloud services, with Amazon's CEO forecasting corporate AI use was still in its ‘early stages.' But as EY's Dan Diasio tells us, rising token costs are leading many businesses to question their broader AI approach. Plus, the U.S. says Hamas has agreed to a broad plan to disarm in exchange for an eventual Israeli withdrawal from Gaza. And WSJ reporter Margherita Stancati describes how the arrival of thousands of migrants into the Spanish territory of Ceuta from neighboring Morocco is piling political pressure on the center-left government in Madrid. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On episode 253 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic's explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of Microsoft, Meta, Amazon, Apple, Google, and other tech giants. Plus, where AI profits may ultimately accrue, and whether today's massive spending boom can deliver lasting returns. This episode is sponsored by ProShares. Learn more at proshares.com. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ProShares' disclosure Investing involves risk, including the possible loss of principal. There is no guarantee any ProShares ETF will achieve its objective. ProShares leveraged and inverse ETFs have a daily investment objective. For any holding period other than a day, your return may be higher or lower than the Daily Target. These differences may be significant. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. This and other information can be found in their summary and full prospectuses on ProShares.com. Read them carefully before investing. Distributor SEI Investments Distribution Co. Learn more about your ad choices. Visit megaphone.fm/adchoices

Farnoosh recaps a webinar on navigating money conversations with loved ones, then dives into the week's financial news: the Fed holding rates steady, what Apple and Microsoft earnings mean for your index funds, and a landlord's "work from home fee." Then, she tackles two big listener questions: how to find and pay for a financial planner (flat fee vs. retainer vs. AUM, and what "fee-only" really means), and why a perfect credit score doesn't guarantee you the lowest mortgage rate. Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

Episode 4193 │ July 31, 2026 $700 billion into AI data centers. Zero measurable GDP growth outside the spending itself. Wall Street is starting to notice. The people already knew. WHAT THIS EPISODE COVERS  Scott Kesterson closes out July — and a 26-day fast — with the most complete economic deconstruction of the AI hyperscaler model yet: a $700 billion annual capital expenditure cycle producing zero detectable macroeconomic productivity gain outside the tech sector itself, a circular financing structure Bloomberg mapped as Microsoft, OpenAI, and Nvidia essentially paying each other in a Ponzi loop, and AI stocks now representing 35% of the S&P 500 against a hollowed-out industrial base — making the current vulnerability structurally worse than the 1999 dot-com collapse, when America still made things. The episode then delivers the counter-narrative the hyperscalers did not see coming: consumer trust in AI as a decision-maker collapsed 28 points in 12 months, 50% of Gen Z is blocking AI-generated content, and what is actually emerging is not AI dependence but AI-assisted human discernment — people using the tool as a librarian rather than an oracle, making their own decisions better while refusing to let the machine make decisions for them, which is precisely why the profit model is breaking. Scott closes with the local sovereignty frame that underlies every episode — the real fight is land and water, not the building; the Community Sovereignty Framework v1.2 is free under every episode; and the people walking in the authority of Christ without fear of the tool are already winning, because the numbers confirm it. KEY QUESTIONS ADDRESSED What does the Deutsche Bank analysis of AI capital expenditure reveal — and why does $700 billion in annual hyperscaler spending producing zero measurable GDP growth outside the spending itself mean the AI economic model is structurally identical to the 1999 dot-com bubble, except with far less underneath it when it falls? What is the difference between AI as oracle and AI as librarian — and why does the collapse of consumer trust in AI decision-making alongside rising AI usage actually represent the most positive possible sign about human discernment and the people's capacity to use a tool without being used by it? Why does Scott argue that the real target in the fight against AI data centers is not the building or the company but the land and water rights that Wall Street will retain when the Ponzi loop collapses — and what does the Community Sovereignty Framework v1.2 give communities to fight that specific battle? ABOUT BARDSFM BardsFM is a daily independent podcast covering faith, liberty, history, and information warfare. Hosted by Scott Kesterson — combat veteran, documentary filmmaker, and rancher. Over 4,100 episodes and 50 million lifetime downloads. New episodes every weekday. bards.fm This episode was researched and produced under the Spatial Terra Intelligence Methodology (STIM v5) — the analytical framework built by Scott Kesterson — with AI-assisted research synthesis at a 70/30 human/AI authorship ratio, fully disclosed. All analysis, conclusions, and editorial judgments are those of Scott Kesterson. BardsFM's archive includes hundreds of episodes on prayer, scripture, and walking the Way of Christ — available free in the full episode catalog. DOWNLOADS Community Sovereignty Framework: click here AFFILIATE LINKS Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here DONATIONS: If you wish to support this podcast directly you can donate here... DONATE: Click here MAILING ADDRESS: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740