Podcasts about Microsoft

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

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.

Deutschlands Wirtschaft wächst überraschend, die Auftragsbücher sind voll und der Dax kratzt am Rekord. Für Bulle Dietmar Deffner ist die Wende da. Doch Bär Holger Zschäpitz warnt: Exporte könnten vorgezogen sein, der Aufschwung hängt am Staat und Unternehmen investieren weiter kaum. Außerdem: Microsoft beweist, dass KI Milliarden einspielt, während Schaeffler zwischen Verbrennerkrise und stockender E-Mobilität feststeckt. Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte: https://linktr.ee/deffnerundzschaepitz DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreibt uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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

Meta and Microsoft — as well as other tech titans — have been reporting quarterly earnings, and investors are looking at AI spending with a more skeptical eye. Plus, more than 1,000 workers at top AI labs signed an open letter this week calling on the government to "deliberately set the pace" of this fast-moving technology, and NBCUniversal makes a deal with YouTube to add all of Peacock's content to its premium streaming service.Anita Ramaswamy, columnist at The Information, joins Marketplace's Meghan McCarty Carino to discuss these stories on this week's “Tech Bytes: Week in Review.”

Meta and Microsoft — as well as other tech titans — have been reporting quarterly earnings, and investors are looking at AI spending with a more skeptical eye. Plus, more than 1,000 workers at top AI labs signed an open letter this week calling on the government to "deliberately set the pace" of this fast-moving technology, and NBCUniversal makes a deal with YouTube to add all of Peacock's content to its premium streaming service.Anita Ramaswamy, columnist at The Information, joins Marketplace's Meghan McCarty Carino to discuss these stories on this week's “Tech Bytes: Week in Review.”

In this episode, Scott Becker breaks down Microsoft’s surge, Amazon’s earnings-driven rally, and Apple’s sharp pullback.

Jul 31, 2026 – This week showed that earnings can overpower macroeconomic pressure when companies provide hard evidence that spending is producing revenue, backlog, and adoption. Microsoft and Amazon revived the AI trade through rapid cloud growth and clearer monetization,

David Faber and Jim Cramer led off the show with reaction to the latest mega-tech earnings: Amazon shares surged on quarterly results boosted by cloud growth, while Apple shares sank on guidance that disappointed investors — and overshadowed a Q3 beat in Tim Cook's final earnings report as Apple CEO. Chevron CEO Mike Wirth joined the program to discuss oil prices and his company's biggest quarterly profit in at least six years. Also in focus: David's update on AI investor Leopold Aschenbrenner and the unwinding of many of his hedge fund's trades, the high-flying stocks that took a major hit in July, Samsung and SK Hynix shares soar and propel South Korea's Kospi to an 18% gain, Microsoft's record-breaking one-day market cap gain.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What AI Knows Before You Draw the First LineAI site feasibility analysis is changing how architects evaluate land before design begins. In this episode of the EntreArchitect Podcast, Mark R. LePage talks with Gayathri (G3) Venkataraman, Founder and CEO of GeoProspex.ai, about how artificial intelligence is helping architects and developers make better decisions before the first line is drawn. Drawing on decades of AI leadership at Microsoft and DocuSign, G3 explains how practical AI tools can reduce uncertainty early in the design process.G3 shares how GeoProspex.ai combines proprietary AI models with trusted data sources to speed up site feasibility while protecting privacy and improving accuracy. She explains why architects should think of AI as a decision support tool rather than a replacement for professional judgment. As a result, teams can identify opportunities and risks in minutes instead of days.The conversation explores what AI means for the future of architecture, real estate, and construction. G3 discusses how firms can begin using AI today without changing everything at once. This episode offers practical insights for architects who want to work smarter, reduce project risk, and embrace new technology with confidence.This week at EntreArchitect Podcast, What AI Knows Before You Draw the First Line with Gayathri (G3) Venkataraman. Connect with G3 online at GeoProspex.ai, contact her at g3@geoprospex.ai, or find her on LinkedIn and Instagram.If you're ready to grow a stronger architecture business, join Brian McCartney and Mark R. LePage for a free live 60-minute webinar introducing EntreArchitect Academy, the business school for architects. You'll learn the proven systems and strategies firm owners are using to build profitable, sustainable practices. Register at EntreArchitect.com/Academy-Webinar.Referenced in this EpisodeEA615: Gayathri (G3) Venkataraman – AI for Site Feasibility: Streamlining Zoning, Codes, and Permits for ArchitectsPlease Visit Our Platform SponsorsARCAT makes finding architectural product information simple. Access specifications, CAD details, BIM objects, and sustainability documentation from thousands of manufacturers—all free, with no paywalls or registration required. Explore the platform architects trust every day at ARCAT.com.WeCollabify is one of EntreArchitect's trusted allied partners, helping architecture firms build capacity through integrated design, BIM, and technical professionals who work directly within your team. Their goal to help firm owners create the capacity they need to better serve clients, support their teams, and make confident long-term growth decisions. Learn more at WeCollabify.com/EntreArchitect.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.

Sean Martin catches John Sotiropoulos and Rock Lambros at the end of the OWASP GenAI Security Summit, held alongside Infosecurity Europe 2026 at ExCeL London. Both are deep in the standards work: John Sotiropoulos co-leads the OWASP Agentic Security Initiative and sits on the board of the OWASP GenAI Security Project, and Rock Lambros serves as Director of AI Standards and Governance at Zenity and co-leads the OWASP Top 10 for LLM 2026 update. The headline from the day is the launch of the Agentic Security Council, bringing Oxford University, Queen's University Belfast, CSIT, and other research institutions into the same room as practitioners and industry. John Sotiropoulos frames the reasoning bluntly: content on its own does not create change. Papers and Top 10 lists matter, but they only matter if the people building and defending systems can act on them. The number that reframes everything is twenty-two seconds. That is the average time from an initial access event to the next attacker action, down from eight hours. John Sotiropoulos puts the question directly to anyone still running a human-speed playbook: how do you respond to that? A panel on incident response with participants from AWS and Microsoft, a keynote from Microsoft's National Security Officer, and a walkthrough of the State of Agentic Security and Governance report all point at the same shift toward runtime security. Rock Lambros brings a different kind of grounding. For the first time in the four-year history of the OWASP Top 10 for LLM, the update draws on a corpus of reported incidents rather than opinion and community vote alone. It is one data point among several, but it is data, and that changes what the list can claim. A panel with the heads of AI security at Deloitte supplies the operational counterweight. As one of them puts it, security has to stop being the Ministry of No, because people will route around it and ship anyway. The report's adoption tiers and maturity levels exist for exactly that reason: security that lives only inside a PDF is not security. The invitation from both John Sotiropoulos and Rock Lambros is the same. Join the work. Research, red teamers, defenders, builders, and SecOps all looking at one view of what is actually happening is the only version of this that scales to machine speed. ⬥HOST⬥ Sean Martin, CISSP | Co-Founder, ITSPmagazine & Studio C60 | Host, Redefining CyberSecurity Podcast & Music Evolves Podcast | https://www.seanmartin.com/ ⬥GUESTS⬥ John Sotiropoulos, Deep Cyber | Co-Lead, OWASP Agentic Security Initiative; Board Director, OWASP GenAI Security Project | On LinkedIn: https://www.linkedin.com/in/jsotiropoulos/ Rock Lambros, Director of AI Standards and Governance, Zenity; Founder, RockCyber | Co-Lead, OWASP Top 10 for LLM 2026 | On LinkedIn: https://www.linkedin.com/in/rocklambros/ ⬥RESOURCES⬥ Infosecurity Europe 2026 is taking place June 2-4, 2026 | ExCeL London. Follow our coverage: https://www.itspmagazine.com/infosecurity-europe-2026-infosec-london-cybersecurity-event-coverage OWASP GenAI Security Project | https://genai.owasp.org Contribute to the OWASP GenAI Security Project | https://genai.owasp.org/contribute The Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/ Redefining CyberSecurity Podcast | https://www.seanmartin.com/redefining-cybersecurity-podcast On Location | https://www.itspmagazine.com/on-location

(Presented by Thinkst Canary: Most Companies find out way too late that they've been breached. Thinkst Canary changes this. Deploy Canaries and Canarytokens in minutes and then forget about them. Attackers tip their hand by touching 'em giving you the one alert, when it matters. With zero admin overhead and almost no false-positives, Canaries are deployed (and loved) on all 7 continents.) Three Buddy Problem - Episode 107: Proofpoint's Greg Lesnewich joins the show to break down Laundry Bear, the "half-click" webmail exploits that let a Russian GRU cluster hack inboxes the moment an email was opened, and what it took to publish alongside the NSA, FBI and sixteen allied agencies. Plus, Anthropic and OpenAI both admit their models escaped test sandboxes and popped real companies, why JAGS wants the CFAA burned down and vulnerable devices bricked, and a heartfelt detour into how threat hunters actually build intuition and skills. Cast: Greg Lesnewich, Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu. Timestamps: 0:00 Sponsor - Thinkst Canary 1:34 Greg Lesnewich introduces the Proofpoint threat-hunting team 5:23 Inside the NSA ‘Laundry Bear' advisory 7:15 What does "half-click" mean? 9:58 Laundry Bear's Zimbra exploit: DNS exfil and app-specific password persistence 12:59 Ferrari model numbers, F1 UNC names, and ESET's Operation RoundPress 17:05 Targeting Ukraine, US universities, and magnetic fusion research 19:34 How threat hunters actually build intuition 32:35 Systems thinking, Donella Meadows, and Costin's laptop under the dinner table 54:48 The dopamine hit of a real find and the deleted "never mind" messages 1:00:42 Magnets of threats: under 1% of customers ever see an APT 1:25:21 Getting detections into the product, and coordinating a release with NSA 1:53:22 Anthropic and OpenAI models breaking out of the eval sandbox 2:17:45 The case for killing the CFAA and bricking vulnerable devices 2:43:44 AI in the lab, malware paleontology, Google's new names, and AngrySpark

The rapid growth of artificial intelligence is creating enormous demand for advanced memory chips. As chip manufacturers move more of their resources toward High Bandwidth Memory, or HBM, the supply of traditional RAM and flash memory is being squeezed. In this episode, Skip Montreux and Samantha Vega examine the global memory shortage that has been dubbed “RAMageddon” and explain why it is increasing the cost of laptops, smartphones, cars, medical equipment, and many other products. Skip begins by explaining the three main types of memory involved in the current shortage. RAM allows computers and other devices to operate software, while flash memory stores data after a device has been turned off. High Bandwidth Memory, or HBM, is a faster and more powerful form of memory that is essential for running artificial intelligence systems and large language models. Skip and Samantha then look at why HBM production is reducing the supply of traditional memory. Producing one wafer of HBM can use the same manufacturing resources as three wafers of standard RAM. As demand for AI infrastructure increases, memory manufacturers are therefore moving more of their production capacity toward HBM. They also discuss the role of major technology companies such as Amazon Web Services, Alphabet, Meta, Microsoft, and Oracle. These companies are investing heavily in data centers, which require large amounts of HBM. This demand has encouraged manufacturers to prioritize the AI market over the consumer electronics market. The episode also examines Micron's decision to close its Crucial consumer memory brand and redirect resources toward HBM production. Next, Skip explains how HBM has disrupted the traditional boom-and-bust cycle of the memory chip industry. In the past, higher prices encouraged manufacturers to expand production. Once the new production capacity became available, supply increased and prices fell. However, strong and continuing demand from the AI industry has changed this familiar pattern. Finally, Skip and Samantha examine the consequences for businesses and consumers. Contract prices for RAM increased by between 90 and 95 percent, while flash memory prices rose by 75 percent. Delivery lead times have also extended beyond 58 weeks, and some manufacturers must pay for their orders in advance. These pressures are raising the cost of any product that requires computer memory. This episode helps listeners understand the global memory chip market while building practical Business English skills. In this episode, you will learn: What RAM, flash memory, and High Bandwidth Memory are. Why HBM is essential for artificial intelligence and data centers. How producing HBM reduces the manufacturing capacity available for standard RAM. How AI demand has disrupted the traditional boom-and-bust cycle of the memory industry. Why RAM and flash memory prices are increasing. How longer delivery times and advance-payment requirements affect manufacturers. Do you like what you hear? Become a D2B Member today for to access to our -- NEW!!!-- interactive audio scripts, PDF Audio Script Library, Bonus Vocabulary episodes, and D2B Member-only episodes. Visit d2benglish.com/membership for more information. Follow Down to Business English on Apple podcasts, rate the show, and leave a comment. Contact Skip, Dez, and Samantha at downtobusinessenglish@gmail.com Follow Skip & Dez Skip Montreux on Linkedin Skip Montreux on Instagram Skip Montreux on Twitter Skip Montreux on Facebook Dez Morgan on Twitter RSS Feed

The AI race is entering a new phase, and it's no longer just about who has the smartest chatbot. This week, the Iron Gate team breaks down the growing battle between open-source and closed AI models, why leaders like Jensen Huang, Elon Musk, and Sam Altman are taking sides, and what it could mean for the future of investing. They also discuss Google's latest earnings, why billions in AI spending rattled Wall Street despite strong results, and why long-term investors should look beyond the headlines. The conversation also explores why hyperscalers like Google, Microsoft, Amazon, and Meta remain at the center of the AI revolution, and why demand for computing power continues to surge. Finally, the team shares why they're optimistic about America's reindustrialization, the massive wave of infrastructure investment underway, and how market volatility can create some of the best long-term investment opportunities. Whether you're following AI, the stock market, or simply looking to become a better investor, this episode offers valuable perspective on one of the biggest stories shaping the future. Here's to wise investing.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:31) AI Hedge Fund 'Situational Awareness' Sells Major Holdings (14:44) Amazon's Impressive Quarterly Results and Growth Drivers (17:10) Google Cloud and Cloud Revenue Growth Insights (21:52) Microsoft Earnings: Cloud, Office, and Gaming Performance (26:36) Korean Market Volatility and Degenerate Trading Culture (35:01) Robinhood's Prediction Markets and Trading Incentives (40:21) Meta's Earnings: Spending, AI, and Metaverse Investments (50:23) Luxury Goods Earnings: Hermes, Ferrari, and LVMH (59:25) Insider Trading and Political Connections in Stocks (01:01:21) NVIDIA's Support for OpenAI and Data Center Projects (01:02:06) Market Bubble Indicators and Blow-Off Tops ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker breaks down Microsoft’s surge, Amazon’s earnings-driven rally, and Apple’s sharp pullback.

Olá Amigos e Amigas Gamers! Sejam bem-vindos a mais um podcast do Gamer Como a Gente! Neste episódio vamos debater sobre aqueles jogos que tiveram um impacto relevante nas nossas vidas. Apertem logo o play e vamos lá! Para os ouvintes que querem maratonar o GCG: o nosso feed tem um limite de 500 episódios por vez, então quando a gente sobe 1 hoje outro do passado fica de fora e já passamos dos 500 faz tempo. Então fica aqui a dica da playlist do GCG que vocês tem acesso a todos os episódios sem exceção e organizados por tipo: gamercomoagente.com/podcasts/ Este podcast foi transmitido ao vivo no YouTube! As nossas lives acontecem 1 vez ao mês na última segunda de cada mês. Apareçam! https://youtube.com/live/lnuIgS2bdVE Dúvidas, sugestões, xingamentos, desafios ao mestre platinador é só chamar a gente no email: gamercomoagente@gmail.com Podem também deixar seus comentários nas postagens e não se esqueçam de acessar o nosso Instagram e Blue Sky. Arte da vitrine: Rodrigo Estevão Edição: Rodrigo Estevão

The AI industry spent the week arguing with itself, which is honestly the healthiest thing it's done in years. One coalition led by Nvidia begged regulators not to slow down open AI models, while more than 1,100 AI workers signed another letter asking regulators to do exactly that. Anthropic warned about bioweapons, OpenAI admitted the four-hour workweek isn't happening after all, and Microsoft's Satya Nadella reminded everyone that building your entire business on someone else's AI is a fantastic way to outsource your own brain. In other words, the people selling the future still can't agree on what they're selling, except that you'd better buy it fast.Meanwhile, the AI bubble keeps demanding sacrifices. Patreon, BuzzFeed, and Uber all swung the layoff axe while insisting AI isn't replacing humans... it's just reorganizing them out of a paycheck. Nvidia is floating another three-quarters of a trillion dollars in infrastructure deals that have people muttering "AI subprime mortgage crisis," China has discovered there's money in renting your face to AI companies, and the U.S. is carving data centers out of pollution rules because apparently acid rain is a small price to pay for chatbot dominance. Add in ChatGPT suddenly refusing to imitate famous authors, researchers discovering AI coding assistants are happily installing malware if you ask nicely, and Meta launching an ad campaign about the wonders of AI that somehow forgets to mention what any of those wonders actually are.Elsewhere in Tech Hell™, eBay finally paid the price for its executives' unhinged harassment campaign involving pig masks and live insects, Elon is shopping The Boring Company while promising money won't matter in the AI utopia of 2036, and a traveler is headed to court after allegedly triggering GrapheneOS's "duress PIN" during a border search. We also hit Media Candy with Star Trek: Strange New Worlds, Silo, Blade Runner 2099 and Neuromancer, celebrate Dave Bittner's birthday, marvel at Jason's ever-growing Boneyard of dead websites, and somehow end up discussing thermal cameras, piano repair, and old-man bladder supplements. Because that's what happens when Gen X gets older - we just add more tabs instead of closing the old ones.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.StoryBlocks - For a limited time, they're offering 15% off any annual plan at storyblocks.com/gogPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/757Watch on YouTube at https://youtu.be/Sii_nodESkcSHOW NOTESEBay and Former Execs Will Pay $56 Million to Couple They Tormented With Bloody Pig MasksAs US weighs response to Chinese AI, industry urges against broad open-weight restrictionsAI researchers call for new tools that can slow automated model developmentOver 1,100 AI workers sign letter asking US to support tools that 'pace the frontier of automated AI development'Anthropic's Dario Amodei responds: doesn't oppose open-weight models, but fears Chinese AIAmodei Denies Anthropic Supports Open-Weight AI Ban, Warns of China RisksSam Altman said AI hasn't led to 4-hour workweeks because people are competitiveSam Altman Shuts Down Hopes of an AI-Led 4-Day Workweek Anytime SoonOpenAI Proposes 32-Hour Pilot Incentives for EmployersSatya Nadella says companies that trust one AI for everything may not survive Microsoft CEO Satya Nadella warns companies relying on one AI model may not surviveOpenAI's rogue hacking incident was a warning shot. Will it be a wake-up call to finally create AI safety regulation?Behind the Curtain: AI godfathers converge on regulationsPatreon is laying off 20 percent of its staffAI Mania Is Eviscerating Global Decision-MakingBuzzFeed Lays Off 33 Percent of Remaining Staff After Bizarre Pivot to AIUber lays off 10 percent of its customer service team in favor of using AIIn China, people are renting out their faces to AIAs SpaceX Sheds a Tesla's Worth of Value, Elon Musk Is Trying to Sell Investors on Another CompanyHow Much Charity Would It Take for People to Like Elon Musk?ChatGPT is now refusing requests to write in famous authors' stylesNvidia's $750 Billion Deals Revive Fear of AI Circular FinancingThe Trump administration is exempting data centers from pollution laws intended to prevent acid rainUS accuses American of allegedly wiping his phone using a 'duress' password during border searchMeta launches new Facebook Verified badge for actual, real humansMeta launches a storefront platform through Facebook MarketplaceMeta's pro-AI ad campaign is conspicuously light on AIIf You AI-Generate Code, Hackers Just Found a Devious Method to Install Malware Directly on Your ComputerMinions & MonstersStar Trek: Strange New WorldsBroadchurch S2SiloTed Lasso Season 4 TrailerNeuromancer — Official Teaser | Apple TVPrime Video Finally Lifts the Lid on ‘Blade Runner 2099'Star Trek: Section 31Bad Deeds by Andrew Hunter MurrayDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingJason DeFillippoJurassic Park computers in excruciating detailWho are the Mandalorians? | Star Wars: Galaxy GuideHF96V Thermal Camera with Visual Camera & Laser Pointer, Intelligent Scene Detection, 240 * 240 Super Resolution Thermal Imaging Camera,25 Hz, 50° FOV, -4°F to 1022°F, IP54 Infrared CameraProject FarmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists' expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren't as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  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.

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they're monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ's Ed Ballard says a debate over aging water bombers and the country's readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. 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.

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft's earnings while hating Meta's, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - Meta and Microsoft's earnings reports. - The best MAg 7 stock to buy now -Hidden Gems earning highlights -Maibag: Buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. Host: Tyler Crowe Guests: Matt Frankel, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

#900: A divided Fed holds interest rates but three members wanted to hike it up. Meta shares dip after reporting an earnings miss as it keeps spending money on data centers. Microsoft beat expectations thanks to its partnership with Anthropic. Then, Neal shares numbers on the busiest commercial flight day on record, weed being more common than cigarettes, and why nobody is talking to each other anymore. Finally, NYC just released a short list of property owners subject to Mamdani's luxury tax on second homes. Got difficult questions? Head to https://www.claude.ai/mbd to answer them.  Get tickets for our trivia tournament! https://caveat.nyc/events/the-morning-brew-trivia-tournament-2026-07-30  Grab tickets to our Performance Revue show! https://www.morningbrew.com/events/brew-performance-revue-2026?utm_campaign=performance_revue_2026&utm_source=mbd Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg) Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon's cloud revenue is enough to beat earnings expectations. Then, the Japanese Yen surging ahead of a key policy meeting, and if this means central bank rate hikes are imminent. Plus, Microsoft and Meta heading in opposite directions on the back of their earnings, with Microsoft seeing its best day in almost two decades. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Big Tech's power continues to grow, it's more important than ever to understand how companies use their control over cloud infrastructure and services to shape more than just the digital world. Cecilia Rikap joins Paris Marx to discuss how these networks of corporate power operate, including how they are systematically used to influence global politics, the economy, and how society views the world.Cecilia Rikap is an Associate Professor at University College London's Institute for Innovation and Public Purpose and the author of The Rulers: Corporate Power in the Age of AI and the Cloud.The podcast is made in partnership with The Nation. Production is by Kyla Hewson. Support the show on Patreon.Also mentioned in this episode:You can now pre-order Paris's new book Hyperscale.Cecilia and Paris worked on a white paper offering a roadmap to reclaiming digital sovereignty.Support the show

Janice Kapner, former communications leader at Microsoft and T‑Mobile, shares the experience of interviewing and working alongside Bill Gates.Hear Janice's full interview in her special bonus episode of The Action Catalyst.

Meta and Microsoft reported quarterly earnings as investors raised concerns about AI spending, and the US Federal Reserve held interest rates steady. The Bank of Japan is also expected to leave rates unchanged at its meeting on Friday, and UK oil and gas companies are looking away from the North Sea in favour of foreign investment opportunities.Mentioned in this podcast:Microsoft's cloud business boosts sales as AI investment climbs to $41bnMeta shares drop on falling profits and weak sales forecastUS central bank holds rates steady even as Iran war threatens fresh jolt of inflationUK North Sea oil companies look overseas for growthInvestors warn Bank of Japan faces test to inflation-fighting credibilityListen to Unhedged on Apple Podcasts, Pocket Casts or Spotify.Credit: Federal ReserveSave 10% on tickets with the code FTPodcast. Visit ft.com/festival to find out more.Want to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Plus: The Trump administration plans to spend big to ramp up Patriot missile production. And a Senate Judiciary committee vote to advance President Trump's nomination of Todd Blanche for attorney general has been called off.  Sign up for 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.

Plus: Samsung stock dropped slightly, despite a major jump in net profits. And Meta Platforms shares fell after the company's revenue guidance disappointed. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With Meta and Microsoft heading in opposite directions after reporting results, Janus Henderson Technology Portfolio Manager Richard Clode joins to discuss how investors should navigate this earnings season. Then, Former Philadelphia Fed President Patrick Harker reacts to the Fed's hawkish hold and Chairman Warsh's press conference. Plus, the CEOs of Shell and JLL join after reporting earnings that beat estimates.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

David Faber reports that one of AI's most closely watched voices, Leopold Aschenbrenner's hedge fund Situational Awareness, has sold its entire portfolio of public investments. We examine what the move could signal for AI investors. Plus, Jersey Mike's CEO joins along with Danny DeVito and Eli Manning to discuss the company's public market debut. And we break down Wall Street's reaction to earnings from Microsoft and Meta as investors assess the next phase of the AI trade.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One day after the sell-off sparked by Fed Chairman Warsh's comments at his post-Fed rate decision news conference, Carl Quintanilla, Jim Cramer and David Faber explored mega-tech earnings and the AI trade: Microsoft shares soared and Meta shares tumbled in reaction to their respective quarterly results and AI spending guidance. Starbucks CEO Brian Niccol joined the program to discuss higher sales and upbeat guidance that lifted the stock. Arm Holdings CEO Rene Haas spoke about the company's AI-fueled results that boosted the stock. Also in focus: Sources tell David that AI investor Leopold Aschenbrenner's hedge fund unwound all of its public stock positions due to steep losses; Earnings winners and losers; Jersey Mike's goes public.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Identity is hard, and getting harder! Carl and Richard talk to Michele Bustamante about the evolution of authentication and authorization in the current landscape. Michele talks about finding apps at clients that are still using older authentication strategies that are no longer secure - or are implemented incorrectly, so they were never secure! The conversation covers the array of tools available today for security, so you don't need to roll your own, and includes support so you can do it right. The role of the LLMs is important - old significant vulnerabilities are being found and fixed that can impact your apps, so it's important to review your identity solutions today!

Microsoft is finally trimming the clutter from Edge in 2026, cutting outdated features and simplifying the overloaded interface. Is this the fresh start Windows users have been waiting for? Host: Paul Thurrott Download or subscribe to Hands-On Windows at https://twit.tv/shows/hands-on-windows Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

Microsoft jumped 15 percent after reporting growth from its Azure business, Rahul Shah CFP CRPC regional director partner of EP Wealth Advisors discusses financial planning, The Next Event is Saturday August 15th with Rob Black and EP Wealth Advisors in San Francisco for Pints and Portfolios

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe's luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. 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.

P.M. Edition for July 29. Fed officials voted to keep current interest rates in place. WSJ economics reporter Matt Grossman joins to discuss the internal pressure that's building at the central bank to curb inflation. Plus, Dr. Anthony Fauci invoked the Fifth Amendment more than 100 times during a contentious Senate committee hearing about his handling of the Covid-19 pandemic. And WSJ's Benjamin Katz explains how a potential Boeing rival could be taking flight with a plane that looks radically different from the passenger jets we're used to. Danny Lewis 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.