Podcasts about microsoft amazon

Oil crashed on peace, stocks crashed anyway, a 557% profit was a "miss," and a hedge fund called Situational Awareness got blindsided. A week of maximum noise — and the three signals underneath that actually matter.Hypernormal Times on Substack. For your capital markets training needs, visit my friends at Finance Talking.The market fell a fifth and rose a fifth in the same week, on no change in the facts — so this episode strains out the churn and holds up what actually changed.We start with the noise: a ceasefire nobody signed, "peace broke out and stocks crashed anyway," and the record round-trip driven by a leverage unwind — including the week's best story, the hedge fund Situational Awareness, run by the ex-OpenAI author of the famous "see-it-coming" AI essay, getting caught spectacularly unaware and dumping its book to Citadel at the bottom, right before those shares ripped. Then the three signals worth keeping: the AI reckoning turned out to be a sorting, not a crash (Microsoft and Amazon proved the return; Meta didn't); the feared AI glut is, at the physical level, a shortage — one now capping Apple's revenue and turning the Bank of Japan hawkish; and the great bifurcation went concrete, with China floating its own memory champion (CXMT, +472%), building its own chip-making machines, and pulling a piece of Tesla across the US–China line. Plus a Fed chair whose silence the bond market repriced as a credibility shock.Never investment advice.In this episodeWhy the week's violent round-trip was noise, not signal — and how to tellSituational Awareness vs Citadel: a thesis meets a balance sheet at the bottomThe 557% profit that counted as a miss — and the bar detaching from realityThe reckoning as a sorting: Microsoft/Amazon prove the return, Meta doesn't; "free cash flow" runs the tapeThe AI glut that's actually a shortage — Apple can't get chips, and the BoJ turns hawkishThe great bifurcation: CXMT +472%, China's own lithography, Tesla splitting off ChinaWarsh holds, the 30-year hits a 19-year high, and the market calls his bluffAI bubble, AI reckoning, is AI a bubble, AI 2008 vs dot-com, Situational Awareness hedge fund, Leopold Aschenbrenner, Citadel, SK Hynix earnings, 557% profit, Microsoft Azure earnings, Amazon cloud, Meta capex, Apple chip shortage, memory shortage 2028, Samsung, CXMT IPO, China semiconductors, ASML lithography, Tesla SpaceX merger, Kevin Warsh Fed, 30-year Treasury yield, Bank of Japan hawkish, macro podcast, markets podcast, HyperNormal Report, Jeremy McKeown.This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.

NEWS TRADER - Próximo Curso Intensivo en Vivo | Agosto 2026 - Cómo Interpretar las Noticias que Mueven al Mercado Global. Más Info Aquí!

AGENDA: 05:00 Washington Just Put Frontier AI on a Leash 06:30 Sam Altman's Wild 5% Government Stake Idea 19:00 The AI Funding Bubble: Why Founders No Longer Fear Dilution 28:00 Alex Karp's Brutal Warning: Enterprises Don't Trust Frontier AI 33:00 Meta's Shock Pivot: Has Zuck Accidentally Built the Next CoreWeave? 41:00 Nvidia's Dangerous New Game: "Compute Now, Pay Later" 45:00 Anthropic & DeepSeek Go After Nvidia's Crown 48:00 Kling vs Sora: Did China Just Win AI Video? 52:00 Is China Secretly Winning the Open Source AI War? 01:02:00 Microsoft & Amazon's $6B Bet: AI Still Needs Humans 01:11:00 Ashton Kutcher Walks Away From Sound Ventures 01:16:00 The New Startup Talent War: No Liquidity, No Chance 01:20:00 Final Thoughts: Who Wins the AI Endgame?

En el podcast de hoy analizamos la caída que están teniendo en bolsa este año las Big Tech, como Microsoft (-32% off high) o Meta, con un -27%, y tratamos de responder a la pregunta sobre si son buenas oportunidades de inversión o no.ÚNETE a la Boring Week (gratis): ⁠⁠https://www.boringcapital.academy/boring-week-landing

The AI boom is alive - but investors are starting to ask a harder question: which winners deserve their sky-high valuations? Hosted by Michelle Martin, this episode of Market View explores a surprising sell-off among Japanese cable makers and what it may reveal about growing cracks in the AI infrastructure trade. Investors also examine strong earnings from SATS, which delivered resilient profit growth despite Middle East disruptions and continues integrating Worldwide Flight Services into its expanding global network. Michelle unpacks why premium cinema operator IMAX continues outperforming in the streaming era, why Delivery Hero surged on fresh takeover speculation involving Uber, and how Boustead Singapore more than doubled profits through a mix of operational strength and value creation. Plus, Frasers Logistics & Commercial Trust expands deeper into Europe as management doubles down on the logistics infrastructure theme. The episode asks whether the next phase of AI investing will be less about spotting trends - and more about identifying genuine long-term winners.See omnystudio.com/listener for privacy information.

L'intelligenza artificiale ha consolidato una nuova fase: non è più solo innovazione tecnologica, ma un ecosistema autonomo dove infrastruttura, finanza e software convergono. Non conta più solo il modello. Contano capacità computazionale, energia, alleanze strategiche e controllo operativo.In questa puntata analizziamo cosa è successo davvero nell'ultima settimana di aprile 2026: • La transizione verso una vera autonomia operativa, con la nascita della “sovranità agentica”, dove gli algoritmi agiscono direttamente su mercati e processi aziendali • La fine delle alleanze rigide: OpenAI apre oltre Microsoft, portando i suoi modelli anche su AWS e rendendo il cloud sempre più competitivo e interconnesso • Il boom finanziario delle Big Tech, con ricavi record e oltre 725 miliardi di dollari di investimenti previsti nel 2026 in infrastrutture AI • L'ascesa di Anthropic come nuovo polo globale del capitale, con valutazioni potenziali superiori a OpenAI e forte attenzione anche da parte delle autorità di sicurezza • La corsa a energia e hardware: nuovi accordi per gigawatt di potenza computazionale e soluzioni alternative come celle a combustibile per alimentare i data center• Il cambiamento nel mercato dei chip, con una crescente rilevanza di CPU ottimizzate per inferenza e agenti rispetto alle GPU tradizionali • L'ingresso nell'economia agentica, con sistemi che creano account, eseguono pagamenti e sviluppano software senza intervento umano • I primi segnali di rischio operativo: agenti autonomi che possono causare danni reali, come la cancellazione di interi database aziendali • Le tensioni legali e sulla proprietà intellettuale, con l'uso di tecniche come la distillazione che riaccendono il dibattito sulla competizione tra aziende AI In collaborazione con Claudio Ricci, Amministratore unico di Recomb, una realtà specializzata nel fornire aggiornamenti personalizzati alle organizzazioni orientate all'innovazione sugli sviluppi dell'intelligenza artificiale, oltre a offrire corsi di aggiornamento professionale Per maggiori informazioni: info@recomb.ai Fonti principali: OpenAIhttps://openai.com/index/openai-on-aws/Distribuzione dei modelli OpenAI su AWS e apertura multi-cloud. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-29/alphabet-sales-beat-estimates-on-google-cloud-ai-customersCrescita di Alphabet trainata dall'integrazione dell'intelligenza artificiale. Microsoft Newshttps://news.microsoft.com/source/2026/04/29/microsoft-cloud-and-ai-strength-fuels-third-quarter-results/Risultati finanziari Microsoft e crescita del cloud AI. AP Newshttps://apnews.com/article/amazon-earnings-aws-profit-1q-5c2356e39214d3d4a4949b63027a3c43Risultati Amazon e performance della divisione AWS. Tom's Hardwarehttps://www.tomshardware.com/tech-industry/big-tech/big-techs-ai-spending-plans-reach-725-billionInvestimenti record delle Big Tech in infrastrutture AI. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-29/anthropic-considering-funding-offers-at-over-900-billion-valueValutazione potenziale di Anthropic. TechCrunchhttps://techcrunch.com/2026/04/24/google-to-invest-up-to-40b-in-anthropic-in-cash-and-compute/Investimento di Google in Anthropic. The Wall Street Journalhttps://www.wsj.com/tech/ai/white-house-opposes-anthropics-plan-to-expand-access-to-mythos-model-dc281ab5Rischi di sicurezza legati al modello Mythos. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-30/openai-meets-key-ai-computing-capacity-goal-ahead-of-scheduleCapacità computazionale raggiunta da OpenAI. Briefshttps://www.briefs.co/news/oracle-just-tripled-its-power-deal-with-bloom-energy-to-skip-the-grid/Soluzioni energetiche alternative per data center. TechCrunchhttps://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/Accordo Meta–Amazon su CPU per AI. Cloudflare Bloghttps://blog.cloudflare.com/agents-stripe-projects/Automazione agentica nei servizi digitali. IBM Newsroomhttps://newsroom.ibm.com/2026-04-28-introducing-ibm-bob-ai-development-partner-that-takes-enterprises-from-ai-assisted-coding-to-production-ready-softwarePiattaforma IBM per orchestrazione di agenti.PR Newswirehttps://www.prnewswire.com/apac/news-releases/visa-launches-agentic-ready-program-in-asia-pacific-with-over-50-partners---advancing-agentic-commerce-302758064.htmlProgramma Visa per pagamenti agentici. WIREDhttps://www.wired.com/story/elon-musk-distill-openai-models-partly-xai/Uso della distillazione nei modelli AI. The Guardianhttps://www.theguardian.com/technology/2026/apr/29/claude-ai-deletes-firm-databaseErrore critico di un agente AI su database aziendale. TNWhttps://thenextweb.com/news/us-government-intel-stake-36-billion-chips-actInvestimenti USA nei semiconduttori. Tom's Hardwarehttps://www.tomshardware.com/tech-industry/china-plans-cpu-only-exascale-supercomputer-with-47000-domestic-processors

Meta rompe contrato após polêmica com vídeos íntimos feitos por óculos Ray-Ban. Banco Central lança serviço grátis para bloquear abertura de contas no seu nome. Filho de 14 anos esfaqueia pai após suposto desafio no Roblox. China recria pessoas e pets falecidos com dispositivo digital. E o balanço da Microsoft, Meta, Alphabet, Amazon e Samsung no The Brief!

The world's leading tech giants - Microsoft, Amazon, Alphabet and Meta - all recently reported their latest earnings. All of these companies surpassed investor expectations, but one clearly came out on top. Fisher Funds expert Sam Dickie explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The world's leading tech giants - Microsoft, Amazon, Alphabet and Meta - all recently reported their latest earnings. All of these companies surpassed investor expectations, but one clearly came out on top. Fisher Funds expert Sam Dickie explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Am US-Aktienmarkt ist heute einiges geboten: die Fed-Sitzung, es werden einige wichtige Zahlen bekannt gegeben, währenddessen schlägt sich der S&P 500 vor diesem Hintergrund recht solide. In der neuen Folge Maydorns Meinung bewertet Börsenexperte Alfred Maydorn zusammen mit Moderator Andreas Agly das aktuelle Geschehen am Markt. Außerdem im Fokus: BYD, OpenAI, Alphabet, Microsoft, Amazon, Meta, Nvidia, AMD, Nebius Hinweis: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlageempfehlungen dar. Die Moderatoren oder der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen.

Tech stocks have had a rough few months, but the story is more complex than just a sell-off. Rising interest rates, global uncertainty and the rapid rise of artificial intelligence are reshaping the sector. Some companies are benefiting from the AI boom, while others - particularly in software - are facing new competitive threats.Sean Aylmer speaks with William Liu, Deputy Portfolio Manager at WAM Global, about where the tech sector is now, and what it means for investors. Why are companies like Nvidia, Microsoft and Apple moving in different directions? Are hyperscalers like Google and Amazon the real winners? And is the so-called “SaaS apocalypse” a genuine risk, or overblown?This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

In this episode, Scott Becker reviews a modest market rebound after a difficult week, highlights year to date declines in the S&P and Nasdaq, and discusses outlooks for Microsoft, Amazon, and NVIDIA as investors assess opportunities among the Magnificent Seven.

In this episode, Scott Becker reviews a modest market rebound after a difficult week, highlights year to date declines in the S&P and Nasdaq, and discusses outlooks for Microsoft, Amazon, and NVIDIA as investors assess opportunities among the Magnificent Seven.

This is a massive one! Nearly two hours, but you know what they say: Too much of a good thing can be wonderful!My friend MBI (

OpenAI vollendet Umstrukturierung mit neuer Ownership-Struktur und $250 Milliarden Azure-Verpflichtung. Sam Altman hält keine direkten Anteile. Microsoft Earnings zeigen OpenAI-Verluste von $11-13 Milliarden pro Quartal durch Equity-Accounting. Amazon überzeugt mit starker AWS-Beschleunigung und $125 Milliarden CapEx-Plan. Google durchbricht $100 Milliarden Quartalsumsatz mit starkem Cloud- und Search-Wachstum trotz ChatGPT. 650 Millionen monatliche Gemini-Nutzer. Meta enttäuscht Investoren trotz Rekordwachstum wegen massiver CapEx ohne Cloud-Geschäft zur Refinanzierung. Apple kündigt zweistelliges Wachstum mit iPhone 17 an. Cloudflare und Reddit überzeugen mit Wachstumsbeschleunigung. Trump Jr. profitiert von Pentagon-Drohnenauftrag an seine Drohnenfirma. Naomi Seibt beantragt US-Asyl wegen angeblicher politischer Verfolgung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Microsoft Deal und IPO-Pläne (00:13:36) Microsoft Earnings (00:23:32) Amazon Earnings (00:38:46) Google Earnings (00:49:07) Meta Earnings (00:56:53) Apple Earnings (00:58:41) Cloudflare Earnings (01:03:27) Reddit Earnings (01:05:41) Trump Jr. Pentagon-Deal (01:07:55) Binance-Begnadigung (01:09:52) Naomi Seibt US-Asyl (01:16:11) Meta Porno-Vorwürfe Shownotes OpenAI bereitet IPO mit Bewertung von bis zu 1 Billion Dollar vor – reuters.com OpenAI-Umstrukturierung treibt Microsofts Bewertung über $4 Billionen – ft.com Trump Jr.-verbundene Drohnenfirma erhält Pentagon-Vertrag – ft.com Naomi Seibt: AfD-nahe Influencerin beantragt Asyl in den USA – spiegel.de Meta: Pornografie-Downloads für persönlichen Gebrauch, nicht KI-Training – mashable.com

Op maandag blikken we in De 7 altijd vooruit naar de week die komt, met een gast. En vanochtend is dat Jeroen Lemaire, CEO van techbedrijf In the Pocket. Premier De Wever zoekt ook deze week verder naar een akkoord over de begroting. De druk verhoogt. Gaat het deze keer wél lukken? We krijgen ook een emmer vol kwartaalresultaten. Vijf van de Magnificent Seven en drie uit de Bel20. Naar welke kijkt Jeroen Lemaire het meeste uit? Verder blikken we vooruit op de verkiezingen in Nederland, nieuwe rentebesluiten in Amerika én Europa, de reis van Donald Trump door Azië en een technologieconferentie in Gent. Presentatie: Roan Van EyckProductie: Joris VanderpoortenSee omnystudio.com/listener for privacy information.

This week on the GeekWire Podcast: Microsoft soars past Wall Street expectations, briefly hitting a $4 trillion valuation, while Amazon faces sharper scrutiny over its AI strategy. Todd Bishop and John Cook break down the contrasting earnings results, analyst reactions, and what it all means for the future of AI — and Seattle's place in it. Plus: insights from Microsoft's Mustafa Suleyman on the future of Copilot, a throwback lesson from the Zune era, and a guestbook entry that shows just how mainstream ChatGPT has become. Related stories and links Microsoft plans record $30B in quarterly capital spending Microsoft cut product R&D jobs, added operations roles over the past year Microsoft beats expectations, says Azure revenue tops $75B annually Internal memo: Nadella urges long-term thinking as Azure marks 15 years Microsoft reaches $4 trillion valuation after big earnings report Amazon Web Services profits squeezed amid AI spending surge Amazon tops Q2 estimates with $167.7B in revenue, $18.2B in profits Can Seattle own the AI era? 20 investors and founders weigh the potential From Startup to Exit: Microsoft@50: Birth of Xbox, with Chief Xbox Officer, Robbie Bach Colin & Samir Podcast with Microsoft AI CEO Mustafa Suleyman Tim Ferriss Podcast with Expedia and Zillow co-founder Rich BartonSee omnystudio.com/listener for privacy information.

Felix Lobrecht investiert mit anderen Prominenten in ein Padel Start-up. OpenAI beeindruckt mit einem Jahresumsatz von 12 Milliarden Dollar. Figma erlebt einen spektakulären Börsengang mit einem Aktienanstieg von 250% am ersten Handelstag. Amazons Aktienkurs leidet unter hohen KI-Investitionen, die das Gewinnwachstum bremsen. Microsofts Aktien steigen um 9% dank beeindruckender Quartalszahlen und einem Azure-Umsatz von 75 Milliarden Dollar. Meta-Aktien klettern nach starken Ergebnissen. Apple verzeichnet starke Gewinne, doch die Sorge um Zölle belastet die Investorenstimmung. Spotify erlebt den schlechtesten Tag seit zwei Jahren nach einer schwachen Prognose. Reddit überrascht mit einem Aktienanstieg von 20% dank übertroffener Quartalsprognosen. Elon Musk spendet nach dem Streit mit Trump 15-Millionen-Dollar an die Republikaner.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Tagesschau & Italien (00:12:10) Padel Startup  (00:21:25) OpenAI & Anthropic Umsatz  (00:30:40) Figma IPO (00:47:00) Spotify Earnings (00:55:30) Microsoft Earnings (01:04:50) Amazon Earnings (01:10:35) Apple Earnings (01:11:55) Meta Earnings (01:15:00) Roblox Earnings (01:16:10) Reddit Earnings (01:18:30) Cloudflare Earnings (01:20:50) Schmuddelecke Shownotes Padelsport: Felix Lobrecht wird Start-up-Investor – manager-magazin.de OpenAI erreicht 12 Milliarden Dollar Jahresumsatz – theinformation.com Anthropic Umsatz – theinformation.com Figma-Aktienkurs steigt um 250% bei IPO – wsj.com Amazon-Aktie fällt wegen KI-Ausgaben und Gewinnwachstum – ft.com Microsoft-Aktie steigt um 9% nach Gewinnbericht – cnbc.com Meta-Aktien steigen nach starken Ergebnissen; Zuckerberg plant 'Superintelligenz'-Ziele. – ft.com Apple: starke Gewinne, aber Sorgen wegen Zöllen – ft.com Roblox-Aktie steigt um 10% nach Umsatzplus und starkem Nutzerwachstum – cnbc.com Coinbase-Aktien fallen, enttäuschende Einnahmen im zweiten Quartal – cnbc.com Spotify fällt um 11% aufgrund schwacher Prognose – cnbc.com Reddit-Aktien steigen um bis zu 20% nach besserem Umsatz und Prognose im zweiten Quartal – cnbc.com Cloudflare übertrifft Gewinnerwartungen mit starkem Umsatz- und Kundenwachstum – siliconangle.com Elon Musk spendete Trump und der GOP $15M trotz Konflikt – politico.com Hawley will 600-Dollar-Rabattchecks. Wer besticht die Wähler? –  eu.usatoday.com Spahn: correctiv.org

9am - URSULA'S TOP STORIES: Thousands more cuts at Microsoft // Amazon's newest RTO // Psychics looking for Travis Decker? // Din Tai Fung settles wage theft lawsuit // WSP using your cell data to catch speeders // WE NEED TO TALK. . . Why aren’t young people having sex?

KI oder nichts: Wie Microsoft, Amazon & Meta um die Zukunft kämpfenIn dieser Episode tauchen wir tief in die aktuellen Quartalszahlen von drei der mächtigsten Tech-Konzerne der Welt ein – Microsoft, Amazon und Meta. Doch es geht um mehr als nur Umsätze und Gewinne:Der wahre gemeinsame Nenner? Künstliche Intelligenz – und der Wettlauf um ihre globale Vorherrschaft.Warum Microsofts Cloudgeschäft jetzt ein KI-Imperium wirdAmazons gigantische Infrastruktur-Offensive: 100+ Milliarden für KIMeta und der Plattform-Turbo: Wie KI das Nutzerverhalten steuert und monetarisiertWer aktuell technologisch die Nase vorn hat – und wo Risiken lauernWas die Strategien für Anleger und den Gesamtmarkt bedeutenMicrosoft: Azure, Copilot, OpenAI – und ein starkes Wachstum in der CloudAmazon: AWS, KI-Infrastruktur, Werbegeschäft – mit einem vorsichtigen AusblickMeta: Nutzerzahlen, Werbeerlöse, Reality Labs – und aggressive KI-Integration in die PlattformenFür alle, die verstehen wollen, wie KI unsere digitale Zukunft prägt – aus Sicht von Business, Investment und Technologie.

В епизода на Доклад 001 за месец март, Кив и Тулечки разглеждат големите обявления в света на квантовите технологии от Microsoft и Amazon. Кив разказва за бъдещите ИИ работници, обявени от OpenAI и китайците Manus. Накрая разглеждаме защо ни изгниват мозъците и масовото навлизане на автоматично генерирано съдържание дали ще ускори допълнително този притеснителен процес. ### Партньори са Grapwise.ai: https://graphwise.ai/ и Данни за добро: https://data-for-good.bg/ Автор на музиката на подкаста е Мишо: http://www.mihailivanovbass.com/ Допълнителни бележки към епизода: https://podcast.ratio.bg/podcast/agent-001-28/ ### Ако това, което правим, ви харесва, вижте как можете да подкрепите Ratio тук: ratio.bg/support

The FTC Removes Posts Critical of Microsoft, Amazon and more by Nick Espinosa, Chief Security Fanatic

Ethan Peck is the Deputy Director for the National Center for Public Policy Research's Free Enterprise Project. He also wrote a proposal to Microsoft and Amazon for them to put bitcoin on their balance sheet. In this conversation we discuss what he did, why he did it, how these shareholder proposals work, Saylor's 3 minute pitch, how it gets approved, and what the impact will be. ======================= BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards. ======================= Polkadot is a scalable, secure, and decentralized blockchain technology aimed at creating Web3. Created by Gavin Wood, co-founder of Ethereum, Polkadot empowers users to build decentralized applications with ease. Backed by industry leaders, making it a preferred choice for big names, Polkadot stands out as a leading choice for investors seeking a reliable, future-proof solution in the growing world of Web3 technology. Learn more at https://polkadot.com/. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

#bitcoin (12-12-2024) It's all happening at a rapid pace and now's the time for Bitcoin to shine around the world. Strap in everyone as it's gonna get hairy really soon! MY VIEWS ARE MY OWN AND I MAKE NO PREDICTIONS OR GIVE ANY FINANCIAL ADVICE, SO DO YOUR OWN RESEARCH BEFORE INVESTING ANYTHING... & ONLY INVEST WHAT YOU COULD AFFORD TO LOSE! Subscribe to my ‘UK Bitcoiner' Backup Channel: https://www.youtube.com/channel/UC3p4A_VqohTmbm44z4lgokg Buy Me A Coffee: https://buymeacoffee.com/ukbm Get 10k FREE sats on the Orange Pill App: https://signup.theorangepillapp.com/opa/UKBitcoinMaster UK Bitcoin Master Social Media Links: https://linktr.ee/ukbitcoinmaster Nostr Public key: npub13kgncg54ccmnmvtljvergdvrd7m06zm32j2ayg542kaqayejrv7qg9wp2s UKBitcoinMaster video library: http://www.UKBitcoinMaster.com UKBitcoinMaster Interviews: http://www.BitcoinInterviews.com The Best Of Exmoor: https://www.thebestofexmoor.co.uk/298.html Mondays Live Show: https://youtu.be/Fc34Trfdxrw

Está no ar, o Data Hackers News !! Os assuntos mais quentes da semana, com as principais notícias da área de Dados, IA e Tecnologia, que você também encontra na nossa Newsletter semanal, agora no Podcast do Data Hackers !! Aperte o play e ouça agora, o Data Hackers News dessa semana ! Para saber tudo sobre o que está acontecendo na área de dados, se inscreva na Newsletter semanal: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.datahackers.news/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conheça nossos comentaristas do Data Hackers News: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Monique Femme⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Paulo Vasconcellos ⁠Matérias/assuntos comentados: State of Data Brazil está no Ar; A treta da OpenAI e a Amazon; Amazon vai demitir 14 mil gerentes; Baixe o relatório completo do State of Data Brazil e os highlights da pesquisa : Demais canais do Data Hackers: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Site⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠You Tube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Join Michelle Martin in her smart roundup of markets with Ryan Huang. This episode dives into the latest institutional trading moves, highlighting Singapore Airlines, Digital Core REIT, and SunMoon Food. Explore Big Tech's new strategies with Google, Microsoft, and Amazon, and the market performance of Eli Lilly, Meta, Walmart, and Home Depot. The discussion wraps up with insights on E.l.f. Beauty, Ola Electric, Restaurant Brands, Temu, and SGX, providing a comprehensive market overview for the week.See omnystudio.com/listener for privacy information.

This week on the GeekWire Podcast, we take a closer look at the earnings reports from Microsoft and Amazon this week, as a litmus test for artificial intelligence demand and the state of the economy. We also consider the implications of Boeing's new CEO being based in the Seattle region, discuss a new AI tool that aims to streamline marketing tasks, and weigh in on the backlash to Google's Olympics ad for its Gemini AI chatbot Microsoft capital spending soars to $19B, betting big on AI, as Azure growth underwhelms Wall Street Amazon sales come up short, profits nearly double Amazon looks to reduce costs to compete more aggressively on price as consumer habits shift Boeing chooses its next CEO — and he will reportedly be based back in Seattle Seattle tech vets launch 'Spok,' an AI copilot that aims to streamline marketing tasks – GeekWire CNBC: Google pulls AI ad for Olympics following backlash With GeekWire co-founder Todd Bishop and editor Taylor Soper.See omnystudio.com/listener for privacy information.

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Intel Q2CY24 Earnings https://twitter.com/danielnewmanUV/status/1818713425574330383 https://x.com/PatrickMoorhead/status/1819102693064835247   Qualcomm Q3FY24 Earnings https://twitter.com/PatrickMoorhead/status/1818755388709179713 https://twitter.com/danielnewmanUV/status/1818742103146742218 https://investor.qualcomm.com/ https://www.cnbc.com/2024/07/31/qualcomm-qcom-earnings-report-q3-2024.html   AMD Q2CY24 Earnings https://twitter.com/PatrickMoorhead/status/1818386618941952204 https://twitter.com/danielnewmanUV/status/1818386204792177047 https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-q08224uarter-2024-financial-results   Arm Q1FY25 Earnings https://twitter.com/PatrickMoorhead/status/1818767384389599580 https://twitter.com/danielnewmanUV/status/1818755380039893493 https://twitter.com/danielnewmanUV/status/1818779510160212103 https://investors.arm.com/financials/quarterly-annual-results?utm_source=twitter&utm_medium=social-organic&utm_content=newsroom&utm_campaign=mk29_exec-comms_na   Lattice Q2CY24 Earnings https://twitter.com/PatrickMoorhead/status/1818371871295127925 https://twitter.com/danielnewmanUV/status/1818422783283454242 https://markets.businessinsider.com/news/stocks/lscc-stock-earnings-lattice-semiconductor-for-q2-of-2024-10336   Microsoft Q4FY24 Earnings https://twitter.com/PatrickMoorhead/status/1818383375071428614 https://twitter.com/danielnewmanUV/status/1818384036647387579 https://www.google.com/finance/quote/MSFT:NASDAQ   Amazon Q2 Earnings https://x.com/danielnewmanUV/status/1819103171471725044 https://x.com/danielnewmanUV/status/1819111841307808180 https://www.cnbc.com/2024/08/01/amazon-amzn-q2-earnings-report-2024.html   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Tech Stocks in the NASDAQ Continue to Show Growth despite Inflation AZ TRT S05 EP28 (244) 7-21-2024    What We Learned This Week: ·         Tech Stocks are considered Growth Stocks because they outpace the market traditionally ·         NASDAQ average return the last 10 years is 20%, and up 599% overall ·         Magnificent 7 Tech Stocks have continued to carry the market, just like FAANG Stocks a few years back ·         Tech Stocks are negatively impacted by rising interest rates + inflation historically, but have been quite resilient since late 2023     Notes: NASDAQ has been very resilient since late 2023 NASDAQ 10 year average return is 20%, and overall up 599% in last 10 years Magnificent 7 stocks still carrying both the S&P and QQQ Index Tech Stocks are Growth stocks that outpace the market Vix – Volatility Index near 15, vs. high volatility of Covid at 25 to 30 Interest rates and Inflation hurt Tech Stocks earnings historically Less money for investment in R&D, less growth cost more to borrow money, VC invest less Average consumer also may not buy the latest tech device, and profits are down       Related Shows on Tech Stocks:   Magnificent 7 & Tech Stocks – Wealth for Life AZ TRT S05 EP03 (218) 1-21-2024   What We Learned This Week: Magnificent 7 - new hottest tech stocks all should own: FB, APPL, AMZN, NVDA, TSLA, MSFT, GOOG FAANG Stocks - *past hot list: FB, Apple, Amazon, Netflix & Google Top Tech Stocks were 30% of the S&P Index Weighted Average Tech Stocks - AI, Cloud, Chips Zombie Co‘s - too much debt service, no growth Interest Rates - how this affects stock prices Full Show: HERE   How Big Tech Co's Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world Full Show: HERE       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

  How Big Tech Co's Make Money - Magnificent 7 - MSFT, FB, NVDA, Apple, Google, Amzn, Tesla AZ TRT S05 EP19 (234) 5-12-2024    What We Learned This Week: Tech Stocks - 7 Big Market Cap Stocks make up 29% of S&P Google, Microsoft & Amazon are biggest Co‘s in Cloud Service Tesla is the biggest EV Car Co,, & Apple biggest in Smart Phones Nvidia is the AI Superchip tech company Google & Meta / FB are the biggest advertising co‘s in the world     Notes:   Breakdown of Revenue Sources, Market Cap / CEO / Start   Google / Alphabet  – ads / search, playstore, hardware, services, YouTube premium content + TV, cloud Microsoft – gaming, services, software, devices, cloud Apple – devices, services, apps Nvidia – AI Chips, Graphic Cards, & components Tesla – EV Cars Amazon – E Commerce, cloud, services Meta / Facebook – ads, devices       Big drops in two of the Magnificent Seven stocks haven't dented the group's influence on the S&P 500. In fact, the trendy stocks dominate now more than ever. The seven megacap stocks — Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Alphabet (GOOG), Amazon.com (AMZN), Meta (META) and Tesla (TSLA) — account for 29.7% of the S&P 500 as of April 17, says Datatrek Research. That's up from the group's 27.9% weight in the S&P 500 in 2023. Seeing the group's hold over the world's most popular index grow this year might surprise you. Shares of Tesla are down 37.4%. "Despite all the buzz around the death of the 'Magnificent 7,' U.S. big tech is actually a more dominant force in American stock markets than at the end of 2023," said Nicholas Colas of Datatrek in a report.   Source:4/2024 -  https://www.investors.com/etfs-and-funds/sectors/sp500-magnificent-7-stocks-dominate-even-more-now/       Google CEO Sundar Pinchai c 1998 Sergey Brin and Larry Page Mkt Cap $2.1 Tr   Source: https://www.oberlo.com/statistics/how-does-google-make-money Google / Alphabet  – ads / search 56% of rev at $175 bil in 2023, playstore, hardware, services, YouTube premium content + TV, cloud 11% of rev at $31 bil   Google revenue breakdown: top Google revenue sources in 2023 Ads ·         Ads (Google Search & other properties): $175.03 billion (56.9%) ·         YouTube ads: $31.51 billion (10.3%) ·         Google Network ads: $31.31 billion (10.2%) Google subscriptions, platforms, and devices: $34.69 billion (11.3%) Google Cloud: $33.09 billion (10.8%) Other bets: $1.53 billion (0.5%) Hedging gains: $236 million (0.1%)   Source: https://www.investopedia.com/articles/investing/020515/business-google.asp   KEY TAKEAWAYS Alphabet is a collection of different companies, including the popular search engine Google. The company leverages its search, web browsing, mobile operating systems, and cloud computing to make money through the sale of advertising and various service fees. Advertising generates the majority of revenue, but Google Cloud revenues are growing rapidly. The company has three reportable segments: Google Services, Google Cloud, and Other Bets. Google Services is the most profitable while Google Cloud and Other Bets often post operating losses.       Microsoft CEO Satya Nadella. C 1975 Bill Gates / Paul Allen Mkt Cap 3.1 tr   KEY TAKEAWAYS Microsoft sells computing devices, cloud systems and services, software, and other products to consumers and businesses. The company's Intelligent Cloud segment is the largest source of profit, as well as the fastest-growing. Microsoft is focused on delivering AI solutions to customers in a broad swath of industries. Some of its many competitors include Apple, Amazon, Meta, Alphabet, Oracle, and IBM. Microsoft's current CEO is Satya Nadella.   Source: https://www.investopedia.com/how-microsoft-makes-money-4798809   Source: https://techbehemoths.com/blog/how-microsoft-makes-billions   First thing's first and just before we dive into the financial story, we should identify the major sources of revenue Microsoft has:  ·         Cloud computing - The entire business suite of Microsoft is focused on cloud services. Microsoft Azure for example is the leading direction in the company's cloud services. But, things are more complicated ·         Windows OS - from Windows 95 till 10th version is only 15 years. And in May 2021 with the 21H1 update rumors are saying that the next thing that will happen in Autumn 2021 is the release of Windows 11. It was and continues to be one of the largest sources of revenue for Microsoft.  ·         Microsoft Teams - An alternative to Slack, some would say, but Microsoft is putting more than just a comfortable chat for users. It is designed to become a digital environment for companies and employees of any company in the world.  ·         Xbox - the gaming industry is growing, and Microsoft couldn't stay apart from this topic. Sony needed competition and Xbox is the best possible alternative to it at the moment ·         LinkedIn - Since 2016 when Microsoft acquired LinkedIn, the professional social network continued to grow and became a unique and indispensable tool for HR professionals all over the world.  ·         Minecraft - as if Xbox was not enough, Microsoft dive into the gaming industry even more with Minecraft.  So, there is a good portfolio for Microsoft which in its turn provides a series of exclusive services, or competitive Microsoft Azure is a top cloud service provider competing with Google Cloud and AWS from Amazon.   Revenue of Microsoft broken down by segment 2012-2023 Published by  Lionel Sujay Vailshery,  Mar 27, 2024  In its 2023 financial year, Microsoft generated 69 billion U.S. dollars from its productivity and business processes segment and a further 88 billion through its intelligent cloud segment. Thanks in part to the rapid growth in these two areas, 2023 proved to be the company's most successful year ever in terms of annual revenue, with the total figure reaching over 211 billion dollars.   Source: https://www.visualcapitalist.com/microsofts-revenue-by-product-line/   Microsoft's Most Lucrative Business Segments In 2023, Microsoft revenues soared to a record $211 billion as demand for AI services accelerated. As one of the world's largest companies by market cap, Microsoft reached a $2.8 trillion valuation as investors flocked to big tech and AI-related stocks last year. Amid strong growth, here's how much revenue was generated from Microsoft's product lines in 2023: Product LIne FY2023 Revenue Share of Revenue Cloud Computing Services $80B 38% Cloud Office Suite Software $49B 23% Operating Systems $22B 10% Gaming Consoles $15B 7% Employment Listing Platform $15B 7% AI-Enabled Search Engine $12B 6% Other $19B 9% Total Revenue $211B 100%   Source: https://blogs.microsoft.com/blog/2023/01/23/microsoftandopenaiextendpartnership/   Microsoft and OpenAI This agreement follows our previous investments in 2019 and 2021. It extends our ongoing collaboration across AI supercomputing and research and enables each of us to independently commercialize the resulting advanced AI technologies. ·         Supercomputing at scale – Microsoft will increase our investments in the development and deployment of specialized supercomputing systems to accelerate OpenAI's groundbreaking independent AI research. We will also continue to build out Azure's leading AI infrastructure to help customers build and deploy their AI applications on a global scale. ·         New AI-powered experiences – Microsoft will deploy OpenAI's models across our consumer and enterprise products and introduce new categories of digital experiences built on OpenAI's technology. This includes Microsoft's Azure OpenAI Service, which empowers developers to build cutting-edge AI applications through direct access to OpenAI models backed by Azure's trusted, enterprise-grade capabilities and AI-optimized infrastructure and tools. ·         Exclusive cloud provider – As OpenAI's exclusive cloud provider, Azure will power all OpenAI workloads across research, products and API services.       Meta / FB - Mark Zuckerburg + others c 2/2004 Mkt Cap 1.2 tr   Source: https://www.investopedia.com/ask/answers/120114/how-does-facebook-fb-make-money.asp KEY TAKEAWAYS Meta Platforms sells ads on social media websites and mobile applications and also sells augmented- and virtual-reality products and services. Advertising sales are the primary source of Meta's revenue. Facebook reported in 2021 that it lost daily active users for the first time in its history. Reality Labs is Meta's augmented and virtual reality technologies segment, which features and sells products such as the Oculus VR headset. Meta discloses data about the diversity and inclusion of its general management and employees.   Instagram, Messenger, WhatsApp  In 2023, the revenue general by Meta Platforms (formerly known as Facebook Inc.) amounted to roughly 134 billion US dollars, up from around 116 billion U.S. dollars in the previous fiscal year. In 2022, Meta's revenue stood at 117.9 billion USD.   Meta Revenue Breakdown 2022 % Advertising $113.64B 97.5% Other revenue (payments and fees) $809MM 0.7% Reality Labs (primarily sales of Oculus, now called Meta Quest) $2.16B 1.9% Total $116.6B         Apple c 1976 Steve Jobs and Steve Woz CEO Tim Cook Mkt Cap 2.9 tr   Source: https://www.tutor2u.net/economics/reference/why-is-apple-so-profitable#:~: . Diversified revenue streams: Apple generates revenue from a variety of different sources, including iPhone sales, iPad sales, Mac sales, as well as services like the App Store, Apple Music, and iCloud. This diversification helps to minimise risk and ensure a steady stream of income for the company.   Source: https://www.investopedia.com/how-apple-makes-money-4798689 KEY TAKEAWAYS Apple sells smartphones, personal computers, tablets, wearables and accessories, as well as a variety of services. iPhones are Apple's biggest source of revenue by product. Apple's services business generates the highest gross margins compared to its products business. Apple faces antitrust challenges regarding its App Store and ongoing unionization attempts by its retail workers.   Apple Revenue iPhone Accessories Mac iPad iPod Services 2023 $200.6B $39.8B $29.3B $28.3B - $85.2B Total 2023 Rev - $382 B       Nvidia  c 1997 CEO Jenson Huang – Hong Mkt Cap 2.3 Tr   Source: https://www.investopedia.com/how-nvidia-makes-money-4799532   KEY TAKEAWAYS Compute and Networking, which includes artificial intelligence (AI), is Nvidia's biggest revenue generator. The graphics business segment is Nvidia's second largest revenue generator. Nvidia (NVDA) introduced graphics processing units, known as GPUs, a key component of PC architecture and large-scale applications. It designs and sells GPUs for gaming, cryptocurrency mining, and professional applications. It also sells chip systems for use in vehicles, robotics, and more.     Revenue $26 bil in 2023, and $60 bil in 2024 so far Graphics and computers / networking – gaming, data centers     Nvidia partners with all – Google, FB, Amazon, Dell, Tesla, OpenAI, Oracle Source: https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:~: .   NVIDIA Blackwell Platform Arrives to Power a New Era of Computing March 18, 2024 Blackwell Innovations to Fuel Accelerated Computing and Generative AI Blackwell's six revolutionary technologies, which together enable AI training and real-time LLM inference for models scaling up to 10 trillion parameters, include: World's Most Powerful Chip — Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured using a custom-built 4NP TSMC process with two-reticle limit GPU dies connected by 10 TB/second chip-to-chip link into a single, unified GPU. Second-Generation Transformer Engine — Fueled by new micro-tensor scaling support and NVIDIA's advanced dynamic range management algorithms integrated into NVIDIA TensorRT™-LLM and NeMo Megatron frameworks, Blackwell will support double the compute and model sizes with new 4-bit floating point AI inference capabilities. Fifth-Generation NVLink — To accelerate performance for multitrillion-parameter and mixture-of-experts AI models, the latest iteration of NVIDIA NVLink® delivers groundbreaking 1.8TB/s bidirectional throughput per GPU, ensuring seamless high-speed communication among up to 576 GPUs for the most complex LLMs. RAS Engine — Blackwell-powered GPUs include a dedicated engine for reliability, availability and serviceability. Additionally, the Blackwell architecture adds capabilities at the chip level to utilize AI-based preventative maintenance to run diagnostics and forecast reliability issues. This maximizes system uptime and improves resiliency for massive-scale AI deployments to run uninterrupted for weeks or even months at a time and to reduce operating costs. Secure AI — Advanced confidential computing capabilities protect AI models and customer data without compromising performance, with support for new native interface encryption protocols, which are critical for privacy-sensitive industries like healthcare and financial services. Decompression Engine — A dedicated decompression engine supports the latest formats, accelerating database queries to deliver the highest performance in data analytics and data science. In the coming years, data processing, on which companies spend tens of billions of dollars annually, will be increasingly GPU-accelerated.   A Massive Superchip The NVIDIA GB200 Grace Blackwell Superchip connects two NVIDIA B200 Tensor Core GPUs to the NVIDIA Grace CPU over a 900GB/s ultra-low-power NVLink chip-to-chip interconnect. For the highest AI performance, GB200-powered systems can be connected with the NVIDIA Quantum-X800 InfiniBand and Spectrum™-X800 Ethernet platforms, also announced today, which deliver advanced networking at speeds up to 800Gb/s. The GB200 is a key component of the NVIDIA GB200 NVL72, a multi-node, liquid-cooled, rack-scale system for the most compute-intensive workloads. It combines 36 Grace Blackwell Superchips, which include 72 Blackwell GPUs and 36 Grace CPUs interconnected by fifth-generation NVLink.      Tesla c 7/2003 CEO Elon Musk Mkt Cap 567 bil   Source: https://fourweekmba.com/tesla-revenue-breakdown/   Revenue Breakdown 2023 Contribution Automotive Sales $78.5B 81% Regulatory Credits $1.79B 1.85% Leasing $2.12B 2.19% Services $8.32B 8.6% Energy generation and storage $6.03B 6.24% Total $96.77B     Source: https://www.investopedia.com/tesla-s-largest-revenue-source-is-automotive-sales   KEY TAKEAWAYS Tesla makes, sells, and services all-electric vehicles in the U.S., Europe, and China. It also sells energy generation products. The company gets the vast majority of its revenue and all of its profits from automotive sales. Tesla is experiencing rapid growth in China. Tesla is facing investigations from regulators in different countries concerning safety-related issues with the electric automaker's vehicles. The company was recently sued by a California regulatory agency on allegations of racial discrimination and harassment at its factory in Fremont, CA.     Amazon c 1994 by Jeff Bezos CEO Andy Jassy Mkt Cap 1.9 tr   Amazon Revenue Breakdown - $575 B in 2023 Online stores $231.87B     Physical stores $20.03B     Third-party seller services $140.05B    Subscription services   $40.21B    AWS $90.76B    Advertising $46.9B        Other2023   $4.96B   Source: https://www.investopedia.com/how-amazon-makes-money-4587523   KEY TAKEAWAYS Amazon makes money through its retail, subscriptions, and web services, among other channels. Retail remains Amazon's primary source of revenue, with online and physical stores together accounting for the biggest share. Amazon Web Services (AWS) currently generates the majority of Amazon's operating profits and is growing at a robust pace.     AWS Amazon Web Services offers a broad set of global cloud-based products including compute, storage, databases, analytics, networking, mobile, developer tools, management tools, IoT, security, and enterprise applications: on-demand, available in seconds, with pay-as-you-go pricing.       Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science   Best of Tech: https://brt-show.libsyn.com/size/5/?search=best+of+tech     Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement     ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT     Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

This week on the GeekWire Podcast, our guests are John Rossman and Kevin McCaffrey, authors of the new book, "Big Bet Leadership." It's a playbook for business leaders to systematically make bets in a way that reduces risk and increases long-term flexibility. The book draws lessons from the likes of Microsoft, Amazon, T-Mobile and SpaceX, while also leaning heavily on the first-hand experience of the authors overseeing and implementing big bets.  With GeekWire co-founder Todd Bishop; Audio editing by Curt Milton.See omnystudio.com/listener for privacy information.

Michelle Martin and Ryan Huang find out what's driving the turnaround in Meta's first record high in years, why Marvell just dethroned Nvidia as Citi's top chip-stock pick, and what you should be keeping your eye out on for the week ahead.See omnystudio.com/listener for privacy information.

NVidia has a Trillion dollar market cap and their CEO is worried about disruption. Is healthcare vulnerable for disruption?

How venture capital is being disrupted by Microsoft, Amazon and Google

Ben Rains explores the broader earnings outlook as the results start to pour in from Tesla, Netflix, and tons of other big tech stocks. The episode then transitions to deeper dives into Microsoft, Amazon, and Meta to see if investors should consider buying these technology superstars heading into their upcoming earnings releases. (0:40) - Stock Market Update: Everything You Need To Know As Q3 Earnings Season Heats Up (4:05) - Should You Invest Into Microsoft Ahead of Earnings? (8:40) - Does Meta Fit Into Your Current Portfolio? (13:35) - Is Now A Good Time To Buy Amazon Shares?               Podcast@Zacks.com

Au programme :Event Microsoft : Copilot partout et Surface planplanEvent Amazon : Alexa Chat et UI adaptativeAnnonces YouTube : l'IA pour créateursLe reste de l'actualité : les digital nomads à Bali, Tinder à 500 euros/mois, la fin des NFT, la stratégie de l'IA en France, métiers de la cyber sécurité…Liens :

--- This episode of THEIMPACTPLAY is sponsored by ⁠⁠⁠⁠⁠⁠⁠Audible:⁠⁠⁠⁠⁠⁠⁠ Sign up for your free 30-day trial and immediately get access to 1 credit. That is good for any premium title. Simply go to: ⁠⁠⁠⁠⁠⁠⁠audibletrial.com/theimpactplay⁠⁠⁠⁠⁠⁠⁠ -- On the Agenda We Have: All the Xbox leaks, Everything Xbox revealed at the Tokyo Game Show, The Division 3, the successor to the Steam Deck, all the Announcements from the Microsoft and Amazon Showcases, OpenAI is getting sued, Prime Video will soon have ads, the San Sebastian Film Festival and more.  Review us on ⁠⁠⁠⁠⁠⁠⁠IMDb:⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠https://www.imdb.com/title/tt23985770/⁠⁠⁠⁠⁠⁠⁠ *** Your Support Keeps the Lights Running and Keeps the Content Rolling. Learn more by joining us on ⁠Discord⁠: https://discord.gg/jgxuY6FRkx⁠⁠⁠⁠⁠⁠ You can get access to some exclusive content, including an ad free version of the show, a whole lot of content before everyone else, and more... We are Epic Partners So, for every purchase you make within The Epic Store when you use our Creator Code: THEIMPACTPLAY - We do get a commission that will help support and further elevate the show and even take us to new heights at no added cost! --- --- Show Host(s) : ⁠⁠⁠⁠⁠⁠ITSYAGOOH⁠⁠:⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠itsyagooh.com THEIMPACTPLAY.COM All Rights Reserved. --- Send in a voice message: https://podcasters.spotify.com/pod/show/theimpactplay/message Support this podcast: https://podcasters.spotify.com/pod/show/theimpactplay/support

Brought to you by Mixpanel—Event analytics that everyone can trust, use, and afford | Round—The private network built by tech leaders for tech leaders | Eppo—Run reliable, impactful experiments—Ronny Kohavi, PhD, is a consultant, teacher, and leading expert on the art and science of A/B testing. Previously, Ronny was Vice President and Technical Fellow at Airbnb, Technical Fellow and corporate VP at Microsoft (where he led the Experimentation Platform team), and Director of Data Mining and Personalization at Amazon. He was also honored with a lifetime achievement award by the Experimentation Culture Awards in September 2020 and teaches a popular course on experimentation on Maven. In today's podcast, we discuss:• How to foster a culture of experimentation• How to avoid common pitfalls and misconceptions when running experiments• His most surprising experiment results• The critical role of trust in running successful experiments• When not to A/B test something• Best practices for helping your tests run faster• The future of experimentation—Enroll in Ronny's Maven class: Accelerating Innovation with A/B Testing at https://bit.ly/ABClassLenny. Promo code “LENNYAB” will give $500 off the class for the first 10 people to use it.—Find the full transcript at: https://www.lennyspodcast.com/the-ultimate-guide-to-ab-testing-ronny-kohavi-airbnb-microsoft-amazon/—Where to find Ronny Kohavi:• Twitter: https://twitter.com/ronnyk• LinkedIn: https://www.linkedin.com/in/ronnyk/• Website: http://ai.stanford.edu/~ronnyk/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• Twitter: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Ronny's background(04:29) How one A/B test helped Bing increase revenue by 12%(09:00) What data says about opening new tabs(10:34) Small effort, huge gains vs. incremental improvements (13:16) Typical fail rates(15:28) UI resources(16:53) Institutional learning and the importance of documentation and sharing results(20:44) Testing incrementally and acting on high-risk, high-reward ideas(22:38) A failed experiment at Bing on integration with social apps(24:47) When not to A/B test something(27:59) Overall evaluation criterion (OEC)(32:41) Long-term experimentation vs. models(36:29) The problem with redesigns(39:31) How Ronny implemented testing at Microsoft(42:54) The stats on redesigns (45:38) Testing at Airbnb(48:06) Covid's impact and why testing is more important during times of upheaval (50:06) Ronny's book, Trustworthy Online Controlled Experiments: A Practical Guide to A/B Testing(51:45) The importance of trust(55:25) Sample ratio mismatch and other signs your experiment is flawed(1:00:44) Twyman's law(1:02:14) P-value(1:06:27) Getting started running experiments(1:07:43) How to shift the culture in an org to push for more testing(1:10:18) Building platforms(1:12:25) How to improve speed when running experiments(1:14:09) Lightning round—Referenced:• Trustworthy Online Controlled Experiments: A Practical Guide to A/B Testing: https://experimentguide.com/• Seven rules of thumb for website experimenters: https://exp-platform.com/rules-of-thumb/• GoodUI: https://goodui.org• Defaults for A/B testing: http://bit.ly/CH2022Kohavi• Ronny's LinkedIn post about A/B testing for startups: https://www.linkedin.com/posts/ronnyk_abtesting-experimentguide-statisticalpower-activity-6982142843297423360-Bc2U• Sanchan Saxena on Lenny's Podcast: https://www.lennyspodcast.com/sanchan-saxena-vp-of-product-at-coinbase-on-the-inside-story-of-how-airbnb-made-it-through-covid-what-he8217s-learned-from-brian-chesky-brian-armstrong-and-kevin-systrom-much-more/• Optimizely: https://www.optimizely.com/• Optimizely was statistically naive: https://analythical.com/blog/optimizely-got-me-fired• SRM: https://www.linkedin.com/posts/ronnyk_seat-belt-wikipedia-activity-6917959519310401536-jV97• SRM checker: http://bit.ly/srmCheck• Twyman's law: http://bit.ly/twymanLaw• “What's a p-value” question: http://bit.ly/ABTestingIntuitionBusters• Fisher's method: https://en.wikipedia.org/wiki/Fisher%27s_method• Evolving experimentation: https://exp-platform.com/Documents/2017-05%20ICSE2017_EvolutionOfExP.pdf• CUPED for variance reduction/increased sensitivity: http://bit.ly/expCUPED• Ronny's recommended books: https://bit.ly/BestBooksRonnyk• Chernobyl on HBO: https://www.hbo.com/chernobyl• Blink cameras: https://blinkforhome.com/• Narrative not PowerPoint: https://exp-platform.com/narrative-not-powerpoint/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

#83 | Netflix & Tesla Earning Recap | Writers and Actors Strike w/ Ai | Teslas dominance continues | Thesis Pick: Mercado Libre | New PTT Scoring System | Massive Earnings Preview for next week (Microsoft, Amazon, Google, Meta, Chipotle, and more) Hosts @AviNMash , @JoeySolitro and  @StockSavvyShay for another Thesis Pick: $MELI Stocks Discussed: Tesla, Netflix, Microsoft, Amazon, Google, Meta, Chipotle, Teladoc, Mercado Libre, Mcdonalds, Adobe, Nvidia, Dexcom ENPH, Space X , Roku, Mongo DB  and more Interested in Being a Sponsor?  Email us at Hosts@PoundingTheTablePodcast.comLegal Disclaimer:The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.

Tous nos magazines et nos offres d'abonnement : https://boutique.canardpc.com/Notre édition web sur abonnement : https://www.canardpc.com/ Retrouvez-nous aussi: sur Twitter: https://twitter.com/Canardpcredac sur Facebook: https://www.facebook.com/CanardPCmagazine sur Instagram: https://www.instagram.com/canardpc/ sur Discord: https://discord.gg/ZT4zDKD Tous droits réservés Presse Non-Stop / Canard PC. Aucun youtubeur n'a été maltraité pendant le tournage. GROS BETAVERSE Ceux qui ont essayé le masque Apple Vision Pro et le spatial computinghttps://www.engadget.com/apple-vision-pro-hands-on-a-new-milestone-for-mixed-reality-060943291.htmlNumérama enthousiaste: https://www.numerama.com/tech/1405424-jai-essaye-lapple-vision-pro-et-je-commence-a-croire-quil-est-lordinateur-du-futur.htmlThe Verge couci-couçahttps://www.theverge.com/2023/6/5/23750003/apple-vision-pro-hands-on-the-best-headset-demo-ever Rappel sur les prixhttps://twitter.com/benedictevans/status/1647610459778850816 L'innovation produit, c'est dur à prédirehttps://www.ben-evans.com/benedictevans/2020/5/16/not-even-wrongLa difficulté du produit par rapport à l'idéehttps://www.youtube.com/watch?v=kD_-6SqvdCU Vous rêvez d'Excel en VR mais vous ne le savez pas encorehttps://www.theverge.com/2023/6/5/23749947/apple-vision-pro-headset-microsoft-word-excel-teams Meta riposte en avance, mais…https://www.axios.com/2023/06/01/meta-quest-3-gaming-showcase-mixed-reality GAFARIBOLES 20 millions d'amende pour grosofthttps://www.ftc.gov/news-events/news/press-releases/2023/06/ftc-will-require-microsoft-pay-20-million-over-charges-it-illegally-collected-personal-information 30 millions pour Amazon et Ringhttps://www.axios.com/2023/05/31/ftc-ring-employees-illegally-accessed-user-private-videos Meta/facebook menace de retirer les articles de sa plateforme si une loi favorable à la presse passe en Californiehttps://www.reuters.com/technology/meta-threatens-yank-news-content-california-over-payments-bill-2023-05-31/ INSTANT PROMO Nouvelles parutionshttps://boutique.canardpc.com/ Le Pavé numériquehttps://lepavenumerique.substack.com/p/linsoutenable-impermanence-du-web STREAM DREAMS (ARE MADE OF THIS) L'étrange cas des longues vidéos vides sur Youtubehttps://www.theverge.com/2023/5/28/23738957/youtube-videos-24-hours-blank-screen Twitch change ses conditions d'utilisation de la pub, et les dé-changehttps://www.theverge.com/2023/6/7/23753142/twitch-ad-rules-policy-removal-streaming Messi à Miami, Apple se frotte les mainshttps://www.theverge.com/2023/6/7/23752531/messi-mls-streaming-apple-tv-plus LES BONBONS Duel chat chienhttps://twitter.com/buitengebieden/status/1666317188943233026 danseur de bureauhttps://twitter.com/cctvidiots/status/1666506249670885378

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This week on AI news was awesome, with new products and announcements from big Tech giants like Amazon Bedrock and codewhisperer, and Meta Platforms Dinov2. What AI Stock are you buying right now?A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in MSFT META GOOGLSemiconductor Podcasthttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Today on News Du Jour, we cover the disappearance of Ana Walshe, a vaccine for honeybees?, tech layoffs continue to Microsoft / Amazon, and investors taking Musk to trial. — Connect with us: + WEBSITE: www.sugarfreemedia.co + INSTAGRAM: www.instagram.com/sugarfreemedia.co + TIKTOK: www.TikTok.com/@sugarfreemedia BECOME A PATRON: www.patreon.com/sugarfreemedia SHOP MERCH: www.sugarfreemedia.co/shop News Du Jour is a 10-15 minute daily news recap. We strive to relay stories in a calm, approachable way. We cover everything from politics, to art, to business, to celebrity news, and more. Be sure to subscribe so you‘re always up to date! If you enjoy News Du Jour, be sure to leave us a rating/review or share our podcast with friends, family, colleagues, or on social media! You can also always READ the News Du Jour on our website at: https://sugarfreemedia.co/category/news-du-jour/ --- Support this podcast: https://anchor.fm/newsdujour/support

O programa de hoje vai trazer um tema duplo, pois é um desdobramento de temas antigos por aqui. Nós começamos o programa falando de mais demissões na indústria. A Microsoft anunciou a intenção de demitir 10 mil funcionários até março deste ano. Isso impactaria algo na casa de 4% a 5% da força de trabalho da gigante. Além dela, a Amazon também iniciaria cortes de 18 mil pessoas no mesmo dia. Mais um resultado de dificuldades no setor de tecnologia. Do outro lado do balcão, vamos falar também dos movimentos de paralisação dos entregadores de apps aqui no Brasil. A classe tinha um movimento agendado para o dia 25 deste mês e suspendeu a paralisação. Wagner Wakka conversou com o líder da Aliança dos Entregadores de Aplicativos, JR Freitas, para entender o que mudou. Este é o Podcast Canaltech, publicado de terça a sábado, às 7h da manhã no nosso site e nos agregadores de podcast. Conheça o Porta 101. Entre nas redes sociais do Canaltech buscando por @Canaltech em todas elas. Entre em contato pelo nosso e-mail: podcast@canaltech.com.br Entre no Canaltech Ofertas. Vote no Prêmio Canaltech. Este episódio foi roteirizado, apresentado e editado por Wagner Wakka. O programa também contou com reportagens de Gustavo de Lima Inacio, Victor Carvalho, Vinícius Moschen, Alveni Lisboa e Fidel Forato. A revisão de áudio é da dupla Gabriel Rimi e Mari Capetinga. A trilha sonora é uma criação de Guilherme Zomer e a capa deste programa é feita por Erick Teixeira.See omnystudio.com/listener for privacy information.

Los extranjeros vuelven a México por una razón, una aerolínea regional mexicana levanta un pedido, se reactiva el crudo venezolano y siguen las olas de recortes.

Matt Domo and RSnake sit down to discuss Matt's storied background, from Microsoft, Amazon, Parallels, Rackspace, to running his own consultancy. Matt helped build and manage the teams who built many of the most used software as a service and infastructure as a service offerings. They discuss why smartphones aren't better, databases as a service, compartmentalization of code and virtualization as well as how to think about technical debt. They also touch on open source and whether it should be used. Lastly, they jump into how Matt thinks about building and deciding on the technoligies behind companies that need to scale.

Jose Najarro looks at reasons to buy Microsoft Stock, Amazon Stock, and Alphabet Stock AKA Google Stock. Do you own any of these tech giant stocks? And would you Add Apple Stock to the list? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 354% as of 9/21/2022 and measured against the S&P 500 returns of 112% as of 9/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $MSFT $GOOGLNewsletterhttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.