Podcasts about microsoft corp

US equity markets rebounded as Technology stocks steadied after a sharp sell-off amid artificial intelligence (AI) disruption concern - Dow rose +370-points or +0.76% Salesforce Inc rose +4.07% to be the leading performer in the 30-stock index, more than recouping the previous session's -3.78% drop that came amid a broader decline on artificial intelligence (AI) disruption concerns from the likes of Anthropic. International Business Machines (IBM) Corp rose +2.67% a day after slumping -13.15%. Microsoft Corp rose +1.18%.

US equity markets opened the new week on the back foot as investors digested President Trump's move to raise global tariffs and amid fresh concerns around artificial intelligence (AI) disruptions to various industries - Dow fell -822-points or -1.66%, booking its worst one-day decline since 20 January. International Business Machines (IBM) Corp slumped -13.15% and was the worst performer in the 30-stock index on concerns advances in Anthropic's AI technology could affect its business. Anthropic is slated to host an event tonight AEST to discuss the capabilities of its next generation AI assistant, Claude, and potentially announce new features.  Microsoft Corp (down -3.21%) and Salesforce Inc (-3.78%) fell over >3%

US equity markets opened the new week on the back foot as investors digested President Trump's move to raise global tariffs and amid fresh concerns around artificial intelligence (AI) disruptions to various industries - Dow fell -822-points or -1.66%, booking its worst one-day decline since 20 January. International Business Machines (IBM) Corp slumped -13.15% and was the worst performer in the 30-stock index on concerns advances in Anthropic's AI technology could affect its business. Anthropic is slated to host an event tonight AEST to discuss the capabilities of its next generation AI assistant, Claude, and potentially announce new features. Microsoft Corp (down -3.21%) and Salesforce Inc (-3.78%) fell over >3%

The fundamental rules of creativity and ownership, established in law since the time of the printing press, are now collapsing under the weight of Generative AI. Its rapid-fire creation is built upon billions of human-authored works, leading to the “Original Sin” of the algorithm: the unauthorized copying of protected content for training. This conflict has ignited high-stakes lawsuits—from the New York Times challenging the AI input phase to the music industry battling against the creation of “almost identical” outputs—forcing the legal system to confront the “Authorship Challenge” and the threat of voice cloning. Join us as we explore the legal and ethical price of convenience with our guest, Dr. Andrés Guadamuz, a Reader in Intellectual Property Law at the University of Sussex and Editor-in-Chief of the Journal of World Intellectual Property. Dr. Guadamuz's groundbreaking research illuminates how centuries-old copyright principles must adapt to find a functional middle way that protects human ingenuity while allowing for technological innovation. Hosted by: Alexa Raad and Leslie Daigle. Further reading: A Scanner Darkly: Copyright Liability and Exceptions in Artificial Intelligence Inputs and Outputs Do Androids Dream of Electric Copyright? Comparative Analysis of Originality in Artificial Intelligence-Generated Works Record Companies Bring Landmark Cases for Responsible AI Against Suno and Udio in Boston and New York Federal Courts, Respectively IP/ENTERTAINMENT CASE LAW UPDATES: New York Times v. Microsoft Corp. The views and opinions expressed in this program are our own and may not reflect the views or positions of our employers.

Microsoft Corp., NTT Inc. and other major technology firms from around the world are planning to form an alliance to boost the credibility of cross-border technologies.

記者会見する米マイクロソフトのスミス社長、ＮＴＴの澤田純会長ら、１３日、ドイツ・ミュンヘン【ミュンヘン時事】米マイクロソフトやＮＴＴ、スウェーデンのエリクソンなど世界の主要なＩＴ・通信関連事業者が１３日、ドイツで開幕したミュンヘン安全保障会議で、国境を越えた技術への信頼性を高めるための連盟を発足させると発表した。 Microsoft Corp., NTT Inc. and other major technology firms from around the world are planning to form an alliance to boost the credibility of cross-border technologies.

US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.The broader S&P500 added +0.47%, with Information Technology (up +1.59%) sitting atop the primary sector leaderboard for a second consecutive session. Health Care and Consumer Staples both declined -0.86%. AppLovin Corp soared +13.26% and was the leading performer in the S&P500 after a financial publisher retracted some of its most explosive claims regarding AppLovin's alleged connections to transnational crime syndicates. Oracle Corp rallied +9.64%   Kroger Inc rose +3.85% after the after the grocery giant named former Walmart Inc (down -1.63%) executive Greg Foran its new CEO. Micron Technology Inc fell -2.84%, with some traders citing South Korean press reports indicating that Micron's HBM4 offerings aren't fast enough for Nvidia Corp and thus will get shut out of the upcoming Vera Rubin graphics processing units (GPUs).

US equity markets advanced after posting a sharp rebound last Friday (6 February), with technology again leading the gains - Dow inched +20-points or +0.04% higher to a fresh record closing high of 50,135.87 a day after the 30-stock index has climbed above the 50,000 level for the first time. Microsoft Corp (up +3.05%) was the leading Dow component, while Caterpillar Inc (+2.19%), Cisco Systems Inc (2.31%) and Nvidia Corp (2.5%) all climbed over >2%. Merck & Co Inc fell -3.51%, while Travelers Companies Inc (down -2.88%), Nike Inc (-2.36%) and Amgen Inc (-2.21%) all fell over >2%.

US equity indices declined as a "risk-off" selloff spared few corners of the market and with losses acerating in the closing hour of trading - Dow -593-points or -1.20% Microsoft Corp (down -4.97% and now down over >27% from its 28 October peak) and Salesforce Inc (-4.75%) both fell over >4.5%, while investment banks Goldman Sach Group Inc (-2.51%) and JPMorgan Chase & Co (-2.24%) fell over >2%.

US equity indices declined as a "risk-off" selloff spared few corners of the market and with losses acerating in the closing hour of trading - Dow -593-points or -1.20% Microsoft Corp (down -4.97% and now down over >27% from its 28 October peak) and Salesforce Inc (-4.75%) both fell over >4.5%, while investment banks Goldman Sach Group Inc (-2.51%) and JPMorgan Chase & Co (-2.24%) fell over >2%.The broader S&P500 -1.23% and slipped into negative territory for the calendar year-to-date, with Materials (down -2.75%) and Consumer Discretionary (-2.59%) falling over >2.5% and leading nine of the eleven primary sectors lower. The Information Technology sector fell -1.22% after entering official correction territory a day earlier, down ~11.2% from its 29 October peak. Consumer Staples (up +0.25%) and Utilities (+0.11%) were the only primary sectors to settle in positive territory.

• US equity markets settled narrowly mixed as investors absorbed another busy corporate earnings calendar - Dow edged +56-points or +0.11% higher, with International Business Machines Corp (IBM) rising +5.13% to be the leading performer in the 30-stock index after posting stronger-than-expected fourth quarter EPS and revenue after the close of the previous session. Microsoft Corp tumbled -9.99% and recorded worst daily performance since March 2020 following the release of the company's fourth quarter result after the close of the previous session, with investors seemingly unnerved by record spending on artificial intelligence (AI) last quarter.

US equity markets settled narrowly mixed as investors absorbed another busy corporate earnings calendar - Dow edged +56-points or +0.11% higher, with International Business Machines Corp (IBM) rising +5.13% to be the leading performer in the 30-stock index after posting stronger-than-expected fourth quarter EPS and revenue after the close of the previous session. Microsoft Corp tumbled -9.99% and recorded worst daily performance since March 2020 following the release of the company's fourth quarter result after the close of the previous session, with investors seemingly unnerved by record spending on artificial intelligence (AI) last quarter.

US equity markets retreated as investors digested the latest batch of bank earnings and wholesale inflation and retail sales data - Dow slipped -43-points or -0.09%, with Amazon.com Inc (down -2.45%) and Microsoft Corp (-2.4%) both falling ~2.5%. The six largest decliners in the 30-stock index were technology-related stocks. Nvidia Corp fell -1.39% after the Trump administration approved the exporting of its H200 AI chips to China but said the world's most valuable public company must meet new security requirements first. .JPMorgan Chase & Co fell -0.94% a day after America's largest investment bank released its fourth quarter result.

On today's podcast:1) President Trump’s firm control of Washington showed signs of weakening Tuesday as Congress voted to compel the Justice Department to release its files on sex trafficker Jeffrey Epstein, whose earlier ties to the president have been the subject of intense scrutiny. The legislation overwhelmingly passed the House in a 427 to 1 vote. Within hours, the Senate agreed unanimously that the bill would be passed without further action once it arrives in the Senate. It will then be sent to Trump, who has said he’ll sign it. Trump late Sunday relented on his prior opposition and directed Republicans to vote to release the files. Senate Republicans ignored calls by Speaker Mike Johnson to give the Justice Department additional leeway to withhold documents. 2) President Trump said he would formally designate Saudi Arabia as a major non-NATO ally in a further strengthening of ties between the two countries, capping a day of dealmaking between the US leader and the kingdom’s Crown Prince Mohammed bin Salman. The designation for nations with close strategic relationships with the US provides financing and priority access for purchases of certain military equipment, as well as the ability to participate in joint research efforts. Saudi Arabia will become the 20th ally designated under the status, joining other nations in the Middle East including Egypt, Israel, and Qatar. MBS, as Saudi Arabia’s de facto leader is known, was joined by prominent executives and celebrities including Elon Musk and soccer star Cristiano Ronaldo at the Tuesday evening event, with Apple CEO Tim Cook, Nvidia’s Jensen Huang, and FIFA President Gianni Infantino also in attendance.3) Wall Street will get a sense of where the billions of dollars being spent on artificial intelligence are going when Nvidia reports its earnings after the bell on Wednesday. Analysts expect the chip behemoth to show more than 50% growth in both net income and revenue in its fiscal third quarter. The reason is fairly straightforward. Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Meta Platforms Inc. — which taken together represent more than 40% of Nvidia’s sales — are projected to increase their combined AI spending by 34% over the next 12 months to $440 billion, according to data compiled by Bloomberg. The risk is that these numbers could become unreliable if the big AI spenders, in particular closely held OpenAI, have to pull back on their commitments.See omnystudio.com/listener for privacy information.

US equity markets were mixed on Friday (14 November) but recovered from an early, steep sell-off to settled well of their worst levels of the session - Dow fell 310-points or -0.65%, having been down as much as -600-points or ~1.3% earlier in the session.  UnitedHealth Group Inc (down -3.21%) was the worst performer in the 30-stock index. Nike Inc lost -2.82%, with Moody's downgrading its ratings on debt issued by the footwear and athletic apparel company, pointing to elevated competition and cost pressures related to tariffs as factors behind its more cautious outlook.  Walmart Inc dipped -0.06% after it announced Chief Executive Officer (CEO) Doug McMillon will retire on 31 January 2026, and be succeeded by Walmart U.S. CEO John Furner. Nvidia Corp (+1.77%) and Microsoft Corp (+1.37%) were the leading Dow components on Friday (14 November).

US equity markets were mixed on Friday (14 November) but recovered from an early, steep sell-off to settled well of their worst levels of the session - Dow fell 310-points or -0.65%, having been down as much as -600-points or ~1.3% earlier in the session. UnitedHealth Group Inc (down -3.21%) was the worst performer in the 30-stock index. Nike Inc lost -2.82%, with Moody's downgrading its ratings on debt issued by the footwear and athletic apparel company, pointing to elevated competition and cost pressures related to tariffs as factors behind its more cautious outlook. Walmart Inc dipped -0.06% after it announced Chief Executive Officer (CEO) Doug McMillon will retire on 31 January 2026, and be succeeded by Walmart U.S. CEO John Furner. Nvidia Corp (+1.77%) and Microsoft Corp (+1.37%) were the leading Dow components on Friday (14 November).

• Fresh selling in the technology sector led US equity markets lower overnight - Dow fell 399-points or -0.84%, with Salesforce Inc (down -5.31%) the worst performing component in the 30-stock index. So-called ‘Magnificent Seven' mega-capitalisation technology companies Nvidia Corp (down -3.65%) and Amazon.com Inc (-2.86%) also fell sharply, while Microsoft Corp (down -1.98%) extended declines into a seventh consecutive session to book its longest losing streak since 6 September 2022

A mixed start to November for US equity markets ahead of another busy week of quarterly earnings releases - Dow fell -226-points or -0.48%, with Merck & Co Inc (down -4.06%) the worst performer in the 30-stock index. 3M Co (down -2.59%), UnitedHealth Group Inc (-2.27%) and Chevron Corp (-2.33%) all declined over >2%. Microsoft Corp (down -0.15%) announced it has secured export licenses to ship Nvidia Corp (+2.23%) chips to the United Arab Emirates amid Gulf's ambitions to become an AI leader. Amazon.com Inc rallied +4.03% to be the leading Dow component overnight, hitting a fresh record high (US$258.60) after signing a multi-year US$38B deal to supply cloud computing services to OpenAI, affording the ChatGPT maker access to Nvidia's graphics processors. Amazon soared +9.58% in the previous session after releasing stronger-than-expected third-quarter earnings after the close last Thursday's (30 October), underpinned by a sharp acceleration in cloud revenue. Separately, an intense lobbying effort by Jensen Huang, chief executive of Nvidia, to persuade President Donald Trump to sell its chips to customers in China was thwarted by top US officials, The Wall Street Journal

A mixed start to November for US equity markets ahead of another busy week of quarterly earnings releases - Dow fell -226-points or -0.48%, with Merck & Co Inc (down -4.06%) the worst performer in the 30-stock index. 3M Co (down -2.59%), UnitedHealth Group Inc (-2.27%) and Chevron Corp (-2.33%) all declined over >2%.  Microsoft Corp (down -0.15%) announced it has secured export licenses to ship Nvidia Corp (+2.23%) chips to the United Arab Emirates amid Gulf's ambitions to become an AI leader. Amazon.com Inc rallied +4.03% to be the leading Dow component overnight, hitting a fresh record high (US$258.60) after signing a multi-year US$38B deal to supply cloud computing services to OpenAI, affording the ChatGPT maker access to Nvidia's graphics processors. Amazon soared +9.58% in the previous session after releasing stronger-than-expected third-quarter earnings after the close last Thursday's (30 October), underpinned by a sharp acceleration in cloud revenue.

On today's podcast: 1) President Trump and Chinese President Xi Jinping agreed to extend a tariff truce, roll back export controls and reduce other trade barriers in a landmark summit on Thursday, potentially stabilizing relations between the world’s biggest economies after months of turmoil. In the first sitdown between leaders since Trump’s return to the White House, the pair agreed China would pause sweeping controls on rare-earth magnets in exchange for what Beijing said was a US agreement to roll back an expansion of restrictions on Chinese companies. The US will also halve fentanyl-related tariffs on Chinese goods, while Beijing resumes purchases of soybeans and other agricultural products. The US is also extending a pause on some of its so-called reciprocal tariffs on China “for an additional year,” the Commerce Ministry in Beijing said in a statement, adding that China “will properly resolve issues related to TikTok with the US side.” Trump said he would visit China next April, with Xi planning to head to the US afterward. Despite speculation that Trump might make additional concessions — including the US opening access to Nvidia Corp.’s most advanced Blackwell line or changing its policy toward Taiwan — the president indicated that those issues hadn’t been part of the discussions. Trump and Xi did discuss access to some of the chipmaker’s other products, however, with the US president saying he planned to speak with Nvidia CEO Jensen Huang. 2) The largest technology companies are betting on an AI future powered by gigantic complexes of data centers filled with humming servers. Now that the staggering cost of this push is coming into sharper focus, it’s testing nerves on Wall Street. Three bellwethers from different corners of the technology world – Alphabet Inc., Meta Platforms Inc. and Microsoft Corp. — together racked up some $78 billion in capital expenditures last quarter. That’s up 89% from a year earlier. Most of that cash was destined for data center construction and graphics processing units and other gear to fill them. Each increased their forecasts for future outlays. That was enough to rattle investors conditioned to expect enormous spending. 3) Treasuries fell the most in nearly five months after Federal Reserve Chair Jerome Powell cast doubt on a December interest-rate cut, even as a sagging labor market prompted policymakers to bring down borrowing costs Wednesday. While the central bank delivered a widely expected reduction in the benchmark lending rate to 3.75%-4%, Powell’s hawkish outlook ruffled the $30 trillion US bond market. At his afternoon press conference, Powell said a further reduction in rates at the December meeting “is not a foregone conclusion,” sending yields across tenors up by the most since June. See omnystudio.com/listener for privacy information.

In the late hours in the US, Alphabet Inc. reported solid sales. Meta Platforms Inc. sees total expenses to significantly rise in 2026. Microsoft Corp.'s expansion in its Azure unit failed to inspire traders. For more on the latest earnings, we turn to Daniel Newman, CEO of the Futurum Group.Plus - Federal Reserve Chair Jerome Powell's blunt warning that investors need to rein in expectations for a December interest-rate cut underscored a growing tug-of-war among US policymakers who are opposed in their outlooks for jobs and inflation. While Powell made it clear that the primary concern for some is a cooling job market, others inside the Fed are warning persistent inflation will limit room for more easing. And a freeze on the release of official economic data during the ongoing government shutdown is only hardening the divide.Powell's comments came after the Federal Open Market Committee voted 10-2 to lower the target range for the federal funds rate by a quarter percentage point, to 3.75%-4%. It was the second straight rate cut, but for the first time in six years, there were dissents in both directions — with one official advocating a larger reduction and another preferring to stay on hold. For more, we turn to Sean Clark, Chief Investment Officer at Clark Capital. **Disclaimer, at the time of this recording, US President Donald Trump and Chinese President Xi Jinping have not met yet. They are set to meet later on Thursday in South Korea (local time). See omnystudio.com/listener for privacy information.

US equity markets retreated a day after logging record intra-day highs for a third straight session, with investors continuing to assess earnings from mega-capitalisation technology names and yesterday's (30 October) meeting between President Trump and Chinese leader Xi Jinping  - Dow fell -110-points or -0.23%, sliding in the closing hour of trading . Boeing Co dropped -6.32% to be the worst performer in the 30-stock index a day after the aircraft manufacturer posted a weaker-than-expected third quarter profit and flagged a US$4.9B charge "associated with updated 777X certification timing." Microsoft Corp -2.92% despite posting better-than-expected third quarter EPS and revenue (US$77.7B versus consensus US$75.5B) after the close of the previous session, underpinned by Microsoft Cloud and AI strength. UnitedHealth Group Inc shed -2.96%, while Nvidia Corp lost -2%) a day after becoming the first company to close with a US$5 trillion market capitalisation

Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

Microsoft Corp. reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. First-quarter capital expenditures including leases, an indication of data center spending, came in at $34.9 billion, up from $24 billion in the preceding quarter, the company said Wednesday. Microsoft continues “to increase our investments in AI across both capital and talent to meet the massive opportunity ahead,” Chief Executive Officer Satya Nadella said in a statement. Total revenue increased 18% to $77.7 billion in the fiscal first quarter, while profit was $3.72 a share. Analysts on average estimated sales of $75.6 billion and per-share earnings of $3.68. The Azure cloud-computing unit posted a 39% revenue gain in the quarter when adjusting for currency fluctuations, beating the Wall Street estimate of 37%. Investor expectations for Microsoft were high heading into earnings, with all but one analyst tracked by Bloomberg rating the stock a buy. Meta Platforms said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Without the accounting charge, Meta said net income would have increased 19% to $18.6 billion.Looking beyond the third-quarter, the company said it expects a “significant reduction” in US federal cash tax payments for 2025 and years to come due to the new law. Meta reported third-quarter sales of $51.2 billion, which beat analysts’ average estimate of $49.6 billion.For analysis of the tech earnings, Bloomberg Businessweek Daily spoke with Bloomberg Intelligence Senior Technology Analyst Anurag Rana and Ivan Feinseth, Research Director and Chief Investment Officer with Tigress Financial Partners.See omnystudio.com/listener for privacy information.

US equity markets climbed to fresh record highs for a second consecutive session running on optimism that the U.S. and China will strike a trade deal when US President Trump meets Chinese President Xi Jinping on Thursday (30 October) at the Asia-Pacific Economic Cooperation summit in South Korea - Dow rose +337-points or +0.71% to a record closing high of 47,544.19. Apple Inc (up +2.28% to US$268.81) and Microsoft Corp (+1.51% to US$531.52) are close to joining Nvidia in the US$4 trillion market capitalisation club, needing to close at US$269.54 and US$538.13 respectively to achieve the mark. Amazon.com Inc rose +1.23% after Reuters reported that the technology giant is planning to cut as many as 30,000 corporate jobs beginning on Tuesday (28 October) as the company works to pare expenses and compensate for over-hiring during the peak demand of the pandemic, according to three people familiar with the matter. The figure represents a small percentage of Amazon's 1.55M total employees, but nearly 10% of the company's ~350K corporate employees.

US equity markets advanced, with the S&P500 and Nasdaq booking fresh record closing highs despite the U.S. government shutdown entering its sixth day, with the White House threatening mass federal worker layoffs. - Dow eased -63-points or -0.14% Verizon Communications Inc -5.11% after Chief Executive Officer (CEO) Hans Vestberg stepped down, replaced by independent lead director and former PayPal Inc CEO Dan Schulman. Sherwin-Williams Co (-2.80%). Microsoft Corp (up +2.17%) and Salesforce Inc (+2.25%) rose over >2%, while Boeing Co gained +1.59% after Bloomberg reported that the airplane maker plans to accelerate its production of jets in its 737 Max line. The company could reach a 42-jet output per month for its 737 Maxs as soon as October, the report said.

US equity markets advanced, with the S&P500 and Nasdaq booking fresh record closing highs despite the U.S. government shutdown entering its sixth day, with the White House threatening mass federal worker layoffs. - Dow eased -63-points or -0.14% Verizon Communications Inc -5.11% after Chief Executive Officer (CEO) Hans Vestberg stepped down, replaced by independent lead director and former PayPal Inc CEO Dan Schulman. Sherwin-Williams Co (-2.80%). Microsoft Corp (up +2.17%) and Salesforce Inc (+2.25%) rose over >2%, while Boeing Co gained +1.59% after Bloomberg reported that the airplane maker plans to accelerate its production of jets in its 737 Max line. The company could reach a 42-jet output per month for its 737 Maxs as soon as October, the report said.

US equity markets settled with modest losses a day after both the S&P 500 and Nasdaq hit fresh record intra-day and closing highs as investors eye tomorrow morning's AEST interest rate decision from the Federal Reserve - Dow fell -126-points or -0.27% UnitedHealth Group Inc (-2.33%) Nvuidoa Corp (-1.61%) and Travelers Companies Inc (-1.57%) all fell over >1.5%. Microsoft Corp (down -1.23%) vice chair and president Brad Smith wrote in a blog post overnight that the ‘Magnificent Seven' mega capitalisation technology company would be making a $30B investment in artificial intelligence (AI) infrastructure and ongoing operations across the United Kingdom through 2028.

A mixed session for US equity markets last Friday (12 September) albeit all three benchmark indices booked weekly gains - Dow fell -274-points or -0.59% to 45,834.22 a day after settling above >46,000 for the first time. Amgen Inc (down -2.24%), Merck & Co Inc (-2.75%) and Sherwin-Williams Co (-2.33%) all fell over >2%. Microsoft Corp rose +1.77% and was the leading Dow component on Friday (12 September) after it reached an agreement with OpenAI that paves the way for the ChatGPT maker, currently a nonprofit with which Microsoft has a complex revenue and profit-sharing agreement, to convert to a for-profit company.

Both the S&P 500 and Nasdaq hit fresh record intra-day and closing highs ahead of the Federal Reserve's latest two-day monetary policy meeting kicking off that is expected to see the central bank cut benchmark interest rates for the first time this year - Dow edged +49-points or +0.11% higher, with so-called ‘Magnificent Seven' mega-capitalisation technology names Amazon.com Inc (up +1.44%), Apple Inc (+1.12%) and Microsoft Corp (+1.07%) rising over >1% along with Caterpillar Inc (+1.02%) and International Business Machines (IBM) Corp (+1.10%). Merck & Co Inc (-1.20%) and McDonald's Corp (-1.09%) fell over >1% to be the worst performing Dow components overnight. Nvidia Corp dipped -0.04%, paring an earlier decline of almost -1.9% after China's State Administration for Market Regulation (SAMR) announced that following a preliminary investigation the chip giant was found to be in breach of antitrust rules in relation to its acquisition of Israel-based networking-technology group Mellanox. Separately, Nvidia is reportedly among investors in artificial intelligence (AI) infrastructure company Firmus Technologies, which is targeting a listing on the Australian Securities Exchange (ASX) next year.  

Both the S&P 500 and Nasdaq hit fresh record intra-day and closing highs ahead of the Federal Reserve's latest two-day monetary policy meeting kicking off that is expected to see the central bank cut benchmark interest rates for the first time this year - Dow edged +49-points or +0.11% higher, with so-called ‘Magnificent Seven' mega-capitalisation technology names Amazon.com Inc (up +1.44%), Apple Inc (+1.12%) and Microsoft Corp (+1.07%) rising over >1% along with Caterpillar Inc (+1.02%) and International Business Machines (IBM) Corp (+1.10%). Merck & Co Inc (-1.20%) and McDonald's Corp (-1.09%) fell over >1% to be the worst performing Dow components overnight. Nvidia Corp dipped -0.04%, paring an earlier decline of almost -1.9% after China's State Administration for Market Regulation (SAMR) announced that following a preliminary investigation the chip giant was found to be in breach of antitrust rules in relation to its acquisition of Israel-based networking-technology group Mellanox. Separately, Nvidia is reportedly among investors in artificial intelligence (AI) infrastructure company Firmus Technologies, which is targeting a listing on the Australian Securities Exchange (ASX) next year.

Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) When Peter Mandelson was appointed the UK’s ambassador to the US in February, many in the British government predicted it would end in a scandal. Mandelson, a political operator once known as the “Prince of Darkness” for his capacity for political intrigue and spin, was fired by Prime Minister Keir Starmer on Thursday after Bloomberg published a series of emails between Mandelson and convicted pedophile Jeffrey Epstein, which cast new light on their relationship.(2) The suspect in the killing of Charlie Kirk slipped behind a building, braced himself on the roof and swung off the edge, hitting the ground hard and leaving behind palm smudges and a single shoe print. He bolted across a patch of grass, cut through a parking lot and vanished into the trees.(3) NATO is preparing a defensive military measures in response to the drone incursion in Poland to strengthen deterrence across the alliance’s eastern flank, according to a person familiar with the matter.(4) OpenAI said it’s closer to converting into a more traditional for-profit company — nearing the resolution of painful negotiations with top shareholder Microsoft Corp. and outlining terms of at least $100 billion in equity for its nonprofit arm.(5) European Central Bank policymakers are convinced that no further interest-rate cuts are needed to deliver 2% inflation, despite new economic projections pointing to an undershoot over the next two years, according to people familiar with their thinking.Podcast Conversation: Photo-Editing Tools May Be AI’s Killer App: Catherine ThorbeckeSee omnystudio.com/listener for privacy information.

Benchmark US equity indices booked fresh record highs - Dow gained +196-points or +0.43% to 45,711.34. UnitedHealth Group Inc (up +8.64%) was the leading component in the 30-stock index (and S&P 500) after the health insurer estimated that 78% of its Medicare Advantage membership will be in top-rated Medicare plans next year and are likely to qualify for bonus payments from the federal government. Microsoft Corp eked out a +0.04% gain following news it had inked a US$17.4B deal for Nvidia Corp (+1.46%)-backed Nebius Group NV (+49.42%) to provide artificial intelligence (AI) infrastructure for the software giant's new data centre in New Jersey. Apple Inc 1.48% after unveiling the new iPhone 17 models at its ‘Awe Dropping' event along with a number of updates that Chief Executive Officer (CEO) Tim Cook called the company's “biggest leap ever for iPhone." The company showcased four models including the iPhone 17 Air, Apple's most durable and thinnest phone ever. Apple also announced its next generation of Airpods, highlighting live translation and hearing aid functions, and updates to its Apple Watch portfolio with new health-related features such as a "sleep score" and a blood pressure monitor that can alert users to hypertension.

Benchmark US equity indices booked fresh record highs - Dow gained +196-points or +0.43% to 45,711.34. UnitedHealth Group Inc (up +8.64%) was the leading component in the 30-stock index (and S&P 500) after the health insurer estimated that 78% of its Medicare Advantage membership will be in top-rated Medicare plans next year and are likely to qualify for bonus payments from the federal government. Microsoft Corp eked out a +0.04% gain following news it had inked a US$17.4B deal for Nvidia Corp (+1.46%)-backed Nebius Group NV (+49.42%) to provide artificial intelligence (AI) infrastructure for the software giant's new data centre in New Jersey. Apple Inc 1.48% after unveiling the new iPhone 17 models at its ‘Awe Dropping' event along with a number of updates that Chief Executive Officer (CEO) Tim Cook called the company's “biggest leap ever for iPhone." The company showcased four models including the iPhone 17 Air, Apple's most durable and thinnest phone ever. Apple also announced its next generation of Airpods, highlighting live translation and hearing aid functions, and updates to its Apple Watch portfolio with new health-related features such as a "sleep score" and a blood pressure monitor that can alert users to hypertension.

US equity markets retreated as investors digested the latest wave of corporate earnings, economic data, and various tariff updates - Dow slipped -62-points or -0.14% , with Salesforce Inc down -1.91% and McDonald's Corp -1.79%, while Cisco Systems Inc (-1.42%), Microsoft Corp (-1.47%) and Visa Inc (-1.38%) all fell ~1.5%.

US equity markets rebounded from last Friday's (1 August) steep falls amid increased bets for a September interest rate cut in the wake of weaker-than-expected jobs data - Dow rose +585-points or +1.34%, more than erasing last Friday's (1 August) -542-point/-1.23% decline. Nvidia Corp rallied +3.62% to be the leading performer in the 30-stock index, while Cisco Systems Inc (+2.06%), Goldman Sachs Group Inc (+2.32%), Johnson & Johnson (2.22%), 3M Co (+2.40%), Microsoft Corp (+2.20%) and Walt Disney Co (+2.37%) all climbed over >2%. Boeing Co (+0.20%) is facing its second work stoppage in less than a year after more than 3,000 workers went on strike at midnight following a rejection of the plane maker's latest offer on Sunday (3 August).

On today's podcast: 1) The US and European Union agreed on a hard-fought deal that will see the bloc face 15% tariffs on most of its exports, including automobiles, staving off a trade war that could have delivered a hammer blow to the global economy. 2) US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions.3) Wall Street pros are staring down a pivotal week that will likely set the tone for the rest of the year in markets and the economy.First and foremost is the conclusion of the Federal Reserve’s meeting on Wednesday, and although it isn’t expected to cut interest rates, traders and investors will be poring over commentary for clues about the path ahead. Then there’s a string of Big Tech earnings with Amazon.com Inc., Apple Inc., Meta Platforms Inc. and Microsoft Corp. all reporting. And sprinkled throughout are some key indicators on the state of the economy, from gross domestic product to nonfarm payrolls.See omnystudio.com/listener for privacy information.

On today's podcast: 1) President Donald Trump reached a trade deal with Japan that will impose 15% tariffs on imports including automobiles from the key American ally, while creating a $550 billion fund to make investments in the US.2) Microsoft Corp. warned that Chinese state-sponsored hackers are among those exploiting flaws in its SharePoint software to break into institutions globally, with the US agency responsible for designing nuclear weapons now among those breached.3) The record-breaking run in global stocks got fresh fuel after the US reached a trade deal with Japan, easing concern about the tariff war as traders turn their attention to earnings from US tech giants.See omnystudio.com/listener for privacy information.

On today's podcast: 1) Microsoft Corp. shares jumped after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence. 2) Meta Platforms Inc. quelled Wall Street concerns about the impact of the Trump administration’s trade war on advertising sales, reporting first-quarter revenue that beat expectations and forecasting additional spending. 3) The US and Ukraine reached a deal over access to the country’s natural resources, offering a measure of assurance to officials in Kyiv who had feared that President Donald Trump would pull back his support in peace talks with Russia.See omnystudio.com/listener for privacy information.

US equity futures rallied Thursday on stronger-than-expected tech earnings and signs the Trump administration may be close to announcing the first round of trade deals to reduce planned tariffs. The advance for US futures came after the S&P 500 erased an intraday drop of more than 2% Wednesday to close 0.2% higher. Shares in Japan and Australia both edged lower Thursday. A number of markets are shut for holidays across Asia including Mainland China, Hong Kong, Singapore and India. Meantime, the outcome of Australia's tight federal election could be the next catalyst for local assets as a tariff standoff between the US and China continues to rattle markets. We preview Saturday's federal election with Bloomberg's Paul Allen in Sydney. Plus - contracts for the S&P 500 and Nasdaq 100 both gained at least 0.9%, helped by a post-market rally for Microsoft Corp. and Meta Platforms Inc. following their bullish corporate results. Microsoft posted better-than-expected sales, while Meta also exceeded analysts' sales forecasts, suggesting customer demand hasn't been rattled by tariffs. We discuss the day's Mag Seven earnings and the latest eco data out of the US with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management.See omnystudio.com/listener for privacy information.

Jean-Philippe Courtois, a Microsoft veteran of nearly four decades, shares his journey from the early days of MS-DOS to leading global sales and spearheading national transformation partnerships. He discusses key inflection points in Microsoft's history, including Windows 95, the rise of cloud computing, and the current AI revolution. Courtois emphasizes the importance of positive leadership, coaching, and using technology for social good. He now focuses on empowering youth through social entrepreneurship and hosts a podcast on positive leadership, aiming to create global impact through technology and innovation. 00:09- About Jean-Philippe Courtois Jean is the EVP and former president of the National Transformation Partnership at Microsoft Corp. He served on the Executive Committee alongside CEO Satya Nadella as President and Executive Vice President (EVP) of Global Sales, Marketing, and Operations. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

Infor announced significant platform technology updates to its industry-specific CloudSuite portfolio on Day One of the company's 2024 Infor Velocity Summit. Acumatica Cloud ERP unveiled its highly anticipated 2024 R2 product. Microsoft Corp. and Rezolve AI, a leader in AI-powered commerce solutions, announced a strategic partnership to empower retailers with advanced capabilities for digital engagement. Epicor announced it has acquired Solenium Group Inc. and its sister company Visual SKUs Inc., both long-standing Epicor partners and providers of Product Information Management (PIM) and Digital Asset Management (DAM) solutions for the Automotive Aftermarket. Sage is enhancing its supply chain software capabilities by acquiring Anvyl, a New York-based technology firm focused on the high-growth $20 billion supply chain software sector.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Microsoft announced it is expanding its Global Engineering Development Center footprint to the UAE. One of Microsoft's first engineering centers to be launched in the Arab world will be established in Abu Dhabi. KT Corporation and Microsoft Corp. unveiled a five-year, multibillion-dollar partnership which includes an investment from KT in the areas of Artificial Intelligence, cloud technologies, and IT business, and a resource commitment from Microsoft in the areas of infrastructure and people. Salesforce signed a definitive agreement to acquire Zoomin, a leading data management provider for unstructured data. Smartsheet announced that it has entered into a definitive agreement to be acquired by funds managed by Blackstone and Vista Equity Partners in an all-cash transaction valued at approximately $8.4 billion.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Thanks for joining UnWired with your host Jim Pyers. Jim shares info and a high-level review of his CoPilot Surface Pro! What apps and config I setup, the pros and cons and why AI PC's are in your future. Come explore with me the first AI based PC family, the Surface Pro CoPilot+. These come with the excellent Qualcomm Snapdragon X Elite series of processors, and more. Check me out here or on linkedin - James (Jim) Pyers | Link Please Support UnWired @ www.wiresworld.net Please follow me and what I am working on at ⁠⁠⁠wiresworld.net/⁠⁠⁠mybiz. For show notes and AI musings Check out my blog at ⁠⁠⁠wiresworld.net/blog⁠⁠⁠ Keep the show thriving by donating at ⁠⁠⁠wiresworld.net⁠⁠/⁠⁠donate⁠ Credits: Show Music: Thank you Kevin Keith, “Like a Holiday”. ⁠Avenida Atlantica/Losing You, Kevin Keith - Stick (youtube.com) ⁠. Visit Kevin at ⁠Kevin Keith – Producer • Composer • Chapman Stick Artist⁠ Qualcomm: All Product mentioned that are Qualcomm related (i.e. Snapdragon) are trademarks/copyrights of Qualcomm Inc. Microsoft: All Product mentioned that are Windows related (i.e. Windows, Office, CoPilot, etc) are trademarks/copyrights of Microsoft Corp. All reviews, opinions, recommendations, etc. are my own. --- Support this podcast: https://podcasters.spotify.com/pod/show/james-pyers9/support

Topic:A Thoughtful Leader   Guest: Arnon Kraft   Bio:    Arnon Kraft's most recent job was Chief Operating Officer at Payoneer, Inc.  He previously served as the Chief Executive Officer at Big 4 Strategic Consulting Ltd. from 2019 to 2021. Prior to that, he worked at Microsoft Corp. as the GM-Partner Management & Strategic Sourcing from 2012 to 2018. From 2008 to 2011, he held the position of Vice President-Operations at Modu Ltd. Prior to that he worked at SanDisk. Mr. Kraft obtained an MBA from Tel-Aviv University in 2000 and completed his undergraduate studies at Technion-Israel Institute of Technology in 1996.   *In this episode we learn the skills necessary to become an impactful manager and skillful worker plus how to multitask effectively.  

This Day in Legal History: Dutch Low Countries Independence from SpainOn July 26, 1581, the Dutch Low Countries signed the Plakkaat van Verlatinghe, also known as the Act of Abjuration, formally declaring their independence from Spanish rule. This monumental document marked the culmination of a prolonged struggle against the oppressive policies of the Spanish Habsburgs, particularly under King Philip II. The Act of Abjuration justified the Dutch rebellion by asserting that a ruler who does not protect his subjects and instead oppresses them loses his legitimacy. The declaration was a pivotal moment in the Eighty Years' War (1568–1648), which ultimately led to the establishment of the Dutch Republic.The Act of Abjuration is often compared to the later Declaration of Independence of the United States, as both documents articulate the right of a people to overthrow an unjust ruler. The Dutch provinces, driven by the desire for religious freedom, economic independence, and political autonomy, took a bold step in severing ties with one of the most powerful empires of the time. The Plakkaat van Verlatinghe underscored the principle that sovereignty resides with the people, a concept that would influence political thought in Europe and beyond.By declaring their independence, the Dutch not only sought to free themselves from tyranny but also set a precedent for future nations seeking self-determination. The Act of Abjuration remains a significant milestone in the history of democracy and the fight for human rights. It symbolizes the enduring struggle for freedom and justice, themes that continue to resonate in contemporary political discourse.The California Supreme Court has upheld Proposition 22, allowing Uber, Lyft, and other gig economy companies to classify drivers as independent contractors. This unanimous decision supports the 2020 voter-approved law, preventing a significant shift in labor costs and maintaining the companies' current business models. Had the ruling gone against Prop 22, these companies would have faced increased costs and operational challenges in California, one of their largest markets.Following the ruling, shares of Uber, Lyft, DoorDash, and Instacart surged, though the gains later moderated. Justice Goodwin H. Liu stated that California's constitution does not prevent voters from passing initiatives affecting workers' compensation. He emphasized that this ruling does not bar future legislative decisions to extend workers' compensation benefits to independent contractors.Gig companies hailed the decision, emphasizing that it reflects the will of millions of Californians. However, labor advocates criticized the ruling, arguing it unfairly burdens gig workers by denying them essential protections like minimum wage, sick leave, and overtime pay. Advocates, including the plaintiff Hector Castellanos, renewed calls for unionization to combat these perceived inequities.The ruling is seen as a victory for gig economy companies but signals ongoing legal and legislative battles. States like Massachusetts, New York, Washington, and Minnesota have tackled gig worker classifications with varying strategies, indicating the complexity and ongoing nature of this issue.California Gig Workers to Remain Contractors, Prop 22 Upheld (2)Justice Elena Kagan has proposed that Chief Justice John Roberts appoint a panel of experienced and respected judges to enforce the US Supreme Court's newly adopted code of conduct. Speaking at a judicial conference in Sacramento, Kagan expressed trust in Roberts to establish such a committee. This suggestion comes amid controversy over reports of lavish gifts received by Justice Clarence Thomas, highlighting the need for an enforcement mechanism to accompany the recently adopted code of conduct.Kagan acknowledged the challenges in determining who should enforce ethics rules for the justices but emphasized the necessity of finding a solution. During her discussion at the US Court of Appeals for the Ninth Circuit's annual judicial conference, she also criticized the practice of justices writing multiple opinions in a single case. She argued that this complicates the work of lower courts and prevents the Supreme Court from providing clear guidance.Kagan specifically mentioned the court's fractured decision in United States v. Rahimi, where seven justices wrote separate opinions despite only one dissent. This case, which upheld a federal gun law related to domestic violence, illustrated divisions among the justices on interpreting firearm restrictions. Kagan's comments follow a term marked by several controversial Supreme Court decisions, including limiting federal regulatory power and providing immunity to former President Donald Trump for certain official acts.Elena Kagan Endorses High Court Ethics Enforcement Mechanism (1)Apple Inc. has agreed to adopt a set of voluntary artificial intelligence (AI) safeguards established by President Joe Biden's administration. These safeguards aim to guide the development of AI technology and encourage companies to protect consumers. Apple joins other tech giants like OpenAI Inc., Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., and Microsoft Corp. in committing to test their AI systems for discriminatory tendencies, security flaws, and national security risks. The companies also pledge to share test results transparently with governments, civil society, and academia, and report any vulnerabilities.This commitment coincides with Apple's plan to integrate OpenAI's chatbot, ChatGPT, into its iPhone voice-command assistant. However, Elon Musk, CEO of Tesla Inc., has threatened to ban Apple devices from his companies if OpenAI's software is integrated at the operating system level, citing security concerns. Musk has his own AI startup, xAI, which has developed a chatbot named Grok.AI technology has become mainstream, but its use in areas like law enforcement, hiring, and housing has faced criticism for fostering discrimination. President Biden has emphasized the benefits of AI while also warning of its potential dangers, advocating for responsible industry practices. Although the White House guidelines are comprehensive, they are not enforceable, relying on companies to adhere to the standards voluntarily.In response to the challenges of regulating AI, Biden signed an executive order last year requiring powerful AI systems to undergo testing to be eligible for federal government purchase. He is set to receive an update on the implementation of this directive. Meanwhile, a bipartisan group of lawmakers in Congress has expressed interest in regulating AI, but legislation has not yet been prioritized.Apple to Adopt Voluntary AI Safeguards Established by BidenManhattan prosecutors argued that Donald Trump's conviction should stand despite a Supreme Court ruling that presidents cannot face criminal charges for official acts. In a recent court filing, prosecutors emphasized that the charges against Trump involved personal conduct, specifically the hush money payment to Stormy Daniels, and were unrelated to his presidential duties. Trump was convicted on 34 felony counts for falsifying business records to cover up the payment made by his lawyer, Michael Cohen, before the 2016 election. Trump denies the encounter and plans to appeal the verdict. Legal experts believe the request to overturn the conviction is unlikely to succeed as the conduct predates Trump's presidency. Trump's defense claimed the prosecution improperly used evidence of his official acts during the trial, including Twitter posts and testimonies from White House aides, but prosecutors argued these were related to personal matters. The judge, Juan Merchan, postponed sentencing to September 18 to allow Trump's lawyers to present their case. If the conviction is upheld, sentencing will proceed, and Trump can then appeal to a higher court.Trump hush money prosecutors say conviction should stand despite immunity ruling | ReutersThis week's closing theme is by Ludwig van Beethoven, a composer of some note.Ludwig van Beethoven, one of the most revered composers in the history of Western music, was born in 1770 in Bonn, Germany. His innovative compositions bridged the Classical and Romantic eras, leaving an indelible mark on music that continues to inspire and move audiences worldwide. Despite becoming profoundly deaf in his later years, Beethoven's prolific output includes symphonies, concertos, string quartets, and piano sonatas, showcasing his genius and resilience.One of his most remarkable works is the Piano Sonata No. 32 in C minor, Op. 111, completed on July 28, 1822. This sonata is the last of Beethoven's 32 piano sonatas, representing the culmination of his explorations in the genre. The piece is notable for its profound depth, structural innovation, and emotional intensity, characteristics that reflect Beethoven's mature style.The sonata consists of two contrasting movements. The first movement, "Maestoso - Allegro Con Brio Ed Appassionato," opens with a dramatic, solemn introduction that sets the stage for the ensuing allegro. This section is marked by its passionate energy, dynamic contrasts, and intricate rhythms, driving forward with a relentless, almost fateful momentum. The movement's thematic material is both complex and expressive, embodying Beethoven's masterful ability to fuse technical brilliance with deep emotional expression.The "Maestoso - Allegro Con Brio Ed Appassionato" serves as a testament to Beethoven's ingenuity and his capacity to convey profound human experiences through music. It challenges the performer with its technical demands while offering listeners a rich, emotional journey. The sonata's significance lies not only in its technical mastery but also in its philosophical depth, inviting interpretations that delve into the realms of struggle, resolution, and transcendence.As we close our week of shows we invite you to immerse yourself in the powerful and evocative sounds of Beethoven's Piano Sonata No. 32 in C minor, Op. 111. Let the intensity and passion of the first movement, "Maestoso - Allegro Con Brio Ed Appassionato," carry you through its intricate and emotive landscapes. Enjoy this timeless piece and allow Beethoven's genius to resonate within you.Without first ado, the first movement of Beethoven's Piano Sonata No. 32 in C minor, Op. 111, enjoy.  This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Our guest on this week's episode is Don Hicks, CEO of Optilogic. We saw during the pandemic how badly our ports were jammed with all of the many imported goods we needed and wanted to keep us happy while stuck in our homes. The congestion had eased a bit in the past year or so, but now things are beginning to jam up again. What's causing that congestion? Our guest has some answers as well as advice on how to deal with these new problems.  Software giant Microsoft Corp. and the German supply chain management and e-commerce solution provider Arvato  plan to team up to develop plans for what they call a “self-managing warehouse of the future.” They call this the “Moonshot” research project, and say it will be powered by generative artificial intelligence (AI), robotics, and cloud computing.Shipments of autonomous industrial lift trucks are expected to double from 2024 to 2025 in North America and Europe, driven by a declining industrial workforce and related demand for automated and tech-connected equipment. That's according to data from global technology research firm ABI Research, which was released earlier this month. We discuss their projections and what's behind trend. Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals.  Go to your favorite podcast platform to subscribe and to listen to past and future episodes.Articles and resources mentioned in this episode:OptilogicDemand for automated forklifts to grow as warehouse labor issues persistMicrosoft and Arvato to design self-managing warehouse of the futureGet episode transcriptsVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Equipment DepotOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITYTop 10 Supply Chain Management Podcasts

“ Focus on solving the big problems that difficult problems the easy ones will resolve themselves.” David Ednie Top Five Tips For Aligning Strategy and Execution 1.      Raise your standards2.      Align your people3.      Sharpen your focus4.      Pick up the pace5.      Transform your strategy  TIME STAMP SUMMARY01:34 What are you focusing on? 06:05 Raising the bar11:04 Sharpening your focus16:45 Don't over complicate it Where to find David?Website          http://www.saleschannelcloud.com/  LinkedIn          https://www.linkedin.com/in/davidednie  David Ednie Bio David R Ednie is President and CEO of SalesChannel International. He is an expert in  Cloud GTM Strategy and Execution, Cloud Sales Acceleration, Acceleration of Customer Adoption of Cloud Services and End2End Customer Experience. David has over 25 years international business experience working in culturally diverse markets in Europe, North America, Asia, the Middle East, and Australia. SalesChannel International's clients include Microsoft Corp, AWS, Acronis, VMware, HPE, Palo Alto Networks, ServiceNow, Veeam and Verisign. Prior to founding Sales Channel International David worked in a variety of Senior Executive roles in High Tech – Internet. Services, IT and Telecommunications for US, British and French companies, including NTT/Verio, Genuity, Integra, British Telecom, Data General and Intel.David is an Australian national and has lived in Paris, France for the past 20 years. He has significant multi-cultural experience and gained extensive personal knowledge and insights resulting from working with diverse and different cultures.SalesChannel International works with Senior Leadership and Management Teams to develop GTM and multi-channel sales strategies that deliver sustainable performance in today's increasingly complex and competitive Cloud Services business environment.

GENERAL ELECTION–STATE OF PLAY The 2024 presidential debates have been unveiled  “The Commission on Presidential Debates announced Monday that the three 2024 presidential debates will be held next year on Sept. 16, Oct. 1 and Oct. 9. “(https://www.axios.com/2023/11/20/2024-election-debates-biden-trump-republicans ) Swing states that are expected to decide the 2024 presidential election “The titanic Biden-Trump election likely will be decided by roughly 6% of voters in just six states, top strategists in both parties tell us.” (https://www.axios.com/2024/05/06/biden-trump-election-swing-states ) POTUS CANDIDATE: BIDEN Biden's historic marijuana shift is his latest election year move for young voters PHOENIX (AP) — President Joe Biden may eventually ban TikTok, but he's moving to give something back to the young people who dominate the popular social media app — a looser federal grip on marijuana.” (https://apnews.com/article/biden-young-voters-marijuana-reclassification-dea-193e97fc2dd7b32b7d7ad50b4ea80aa0 ) Biden touts new $3.3 billion Microsoft data center at failed Foxconn site Trump backed “U.S. President Joe Biden on Wednesday unveiled plans by Microsoft Corp to build a $3.3 billion data center in southeastern Wisconsin, drawing a sharp contrast to his Republican predecessor who had backed a previous $10 billion project at the same site that was significantly scaled back.” (https://www.reuters.com/world/us/biden-unveil-33-billion-microsoft-ai-investment-battleground-wisconsin-2024-05-08/ ) Axios Poll of College Voters - Next Gen America  (https://www.google.com/url?q=https://www.axios.com/2024/05/07/poll-students-israel-hamas-protests&sa=D&source=docs&ust=1715304228880446&usg=AOvVaw2gVrmRZ0q-sgs2JekbcTPA )   POTUS CANDIDATE: TRUMP  Trump reportedly solicited $1 billion from oil executives to support his campaign, offering them concessions related to climate policies in return. This development underscores the high stakes of the upcoming 2024 election, particularly in the realm of climate policy. While President Biden has implemented numerous regulations aimed at addressing climate change, Trump, who has a history of rolling back such regulations and dismissing climate change as a hoax, presents a starkly different approach. The intersection of Trump's skepticism towards climate science and penchant for corruption poses a significant challenge and opportunity for the Biden campaign. This recent revelation highlights the critical importance of the election in shaping the future direction of environmental policy. Recent polls indicate that a significant portion of voters lack awareness of President Biden's major domestic accomplishments, such as the Inflation Reduction Act, which featured substantial climate investments and green incentives for both businesses and individuals. Furthermore, there is a lack of understanding among voters regarding Biden's Bipartisan Infrastructure Plan, with some mistakenly attributing similar achievements to former President Trump, despite his failure to deliver on infrastructure promises during his tenure. This highlights the urgent need for the Biden campaign to educate the public on how his policies positively impact their communities. In contrast, Trump's apparent willingness to prioritize personal gain by making promises to oil companies further underscores the contrasting approaches of the two leaders on critical issues like climate and infrastructure. How Far Trump Would Go “Donald Trump thinks he's identified a crucial mistake of his first term: He was too nice.” (https://time.com/6972021/donald-trump-2024-election-interview/ ) Every Awful Thing Trump Has Promised to Do in a Second Term The former president has pushed a slew of terrifying proposals, both publicly and privately, that he plans to unleash on America should he take down Biden” (https://www.rollingstone.com/politics/politics-features/trump-second-term-plans-wildest-proposals-1234947327/)) R.F.K. Jr. Says Doctors Found a Dead Worm in His Brain “The presidential candidate has faced previously undisclosed health issues, including a parasite that he said ate part of his brain.” (https://www.nytimes.com/2024/05/08/us/rfk-jr-brain-health-memory-loss.html ) Here's Who's On Trump's Most Likely VP Shortlist—And What He's Saying About The Contenders “Former President Donald Trump spoke highly of nearly a dozen potential running mate picks over the weekend as they gathered at donor event at Mar-a-Lago for what was widely viewed as a pseudo-tryout, as Trump has reportedly begun to narrow down his list.” (https://www.forbes.com/sites/saradorn/2024/05/06/heres-whos-on-trumps-most-likely-vp-shortlist-and-what-hes-saying-about-the-contenders/?sh=60cf1d11c3a8 ) Barron Trump makes political debut as Florida delegate for GOP convention “Donald Trump's son Barron, 18 and about to graduate high school, was named as a delegate at large for the GOP national convention in Milwaukee. “ (https://www.washingtonpost.com/politics/2024/05/09/barron-trump-florida-delegate-gop-convention/ )   TRUMP'S TRIALS Trump threatened with jail after violating hush money gag order again “A New York judge on Monday threatened to jail former President Trump after his latest violation of the gag order in his hush money criminal case.” (https://www.axios.com/2024/05/06/trump-fined-gag-order-hush-money-trial ) Trump's N.Y. criminal trial: Who has testified and who hasn't “Former President Trump's first criminal trial in New York has so far featured witness testimony from a former top White House aide, a veteran tabloid publisher, a former longtime Trump assistant and a former director at a bank.” (https://www.axios.com/2024/04/30/trump-trial-hush-money-witnesses-testimony-updates)    CONGRESS Mike Johnson signals House power play in 2025 “Ahead of a potential motion to vacate vote this week, Speaker Mike Johnson is tipping his hand for how he or a successor should rebuild the power of the House speakership.” (https://www.axios.com/2024/05/06/mike-johnson-house-rules-republicans-congress-2025 ) Bernie Sanders will run for re-election “Sen. Bernie Sanders (I-Vt.), the 82-year-old progressive icon, announced on Monday that he will run for re-election.” (https://www.axios.com/2024/05/06/bernie-sanders-re-election-us-senator-vermont ) Money isn't enough to smooth the path for Republican candidates hoping to retake the Senate WASHINGTON (AP) — Frustrated by the seemingly endless cash flowing to Democrats, Republicans aiming to retake the Senate have rallied around candidates with plenty of their own money. (https://apnews.com/article/gop-campaign-rich-candidates-senate-majority-68a8eb884c96ec53f13e1472d225cb21 ) MISCELLANEOUS executive about agencies view soq Recent data from the Association of American Medical Colleges indicates that medical school graduates are increasingly opting to avoid states with abortion bans or newly imposed restrictions following the Dobbs case when selecting their residency programs. In states with near-total abortion bans, the number of new residencies has declined by 4.2%, a significant contrast to the overall decrease of 0.6% across all states. This trend is even more pronounced among graduates entering OB/GYN residencies, suggesting a notable impact on specialty choices as a result of these restrictive regulations. Section 241 of Title 18 is MAGA Law's New Shiny Object  “The Project 2025 plan for the Department of Justice recommends using 18 U.S.C. § 241, an 1870 civil rights law, to prosecute state officials (maybe even judges) if DOJ disagrees with how they apply state election law.” (https://randomlysecured.substack.com/p/section-241-of-title-18-is-maga-laws?utm_medium=ios )

Bloomberg Radio host Barry Ritholtz speaks to technology, media and financial services executive Joanne Bradford. She was previously president of Honey, where she orchestrated the company's sale to PayPal Holdings Inc. for $4 billion. She has been named one of Ad Age's 100 Most Influential Women in Advertising. She previously held executive leadership positions at Social Finance Inc., Microsoft Corp., Yahoo! Inc., Demand Media Inc. and the San Francisco Chronicle.See omnystudio.com/listener for privacy information.