Podcasts about mrd

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Teil der OMR Crew werden: https://omr.com/de/events/festival/crew/ Nahost-Eskalation drückt DAX 3,5%. MongoDB und Sea Limited leiden nach schwachen Ausblicken. Beiersdorf crasht wegen Nivea-Schwäche. Schaeffler enttäuscht. Pinterest kriegt 1 Mrd. $ von Elliott. Deutsche Börse profitiert von Volatilität. Vail senkt Preise. Baidu (WKN: A0F5DE) ist Chinas Antwort auf Alphabet. KI macht schon 39% vom Umsatz. Robotaxi-Fahrten wurden verdreifacht. KGV bei 15. Aber das Kerngeschäft schrumpft. Lohnt sich das China-Risiko? CompoSecure (GPGI, WKN: A3DBCL) stellt 75% aller Premium-Metallkarten in den USA her. JPMorgan, AmEx, Robinhood: alles Kunden. Jetzt baut Ex-Honeywell-CEO Dave Cote daraus ein neues Konglomerat. Spannend, aber komplex. Diesen Podcast vom 04.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Die Auftragsbücher des Baukonzerns Implenia sind mit 8.5 Mrd. Franken so gut gefüllt wie noch nie, auch wegen grosser Infrastrukturprojekte in Deutschland. CEO Jens Vollmar hat keine Angst, dass sich das ändert, auch wenn die EU Aufträge künftig primär an europäische Unternehmen vergeben möchte.  SMI +0.8%

Der DAX erholt sich nach zwei schwachen Tagen deutlich und schließt mit +1,8 % bei 24.205 Punkten. Auch der TecDAX springt mit +2,9 % an. Entspannung bringt die Energieseite: Öl beruhigt sich, der Gaspreis fällt sogar um 12 %. Das lindert Inflationssorgen und die Angst vor neuen Lieferkettenproblemen rund um die Straße von Hormus. Brenntag wird DAX-Schlusslicht mit -4,3 % nach Dividendenkürzung auf 1,90 Euro je Aktie, nach 2,10 Euro. Adidas verliert -4 % trotz Rekordumsatz 2025 von 24,8 Mrd. € und Ausblick auf mehr Umsatz und EBIT 2026 von rund 2,3 Mrd. €. Continental erwartet 2026 Umsatz 17,3 bis 18,9 Mrd. € und hebt die Dividende auf 2,70 Euro. Bayer meldet 2025 einen Verlust von 3,62 Mrd. € bei Sonderaufwendungen von gut 6 Mrd. € und steht mit -6 % unter Druck. In den USA sorgt Moderna mit einem Vergleich über bis zu 2,25 Mrd. USD für Kursfantasie, Intel baut den Verwaltungsrat um. Gold steht um 17:30 Uhr bei 5.142,92 USD, Brent bei 81,22 USD und WTI bei 73,94 USD. Zum Schluss eine Börsenweisheit von John Maynard Keynes: "Der Markt kann länger irrational bleiben, als Sie liquide bleiben."

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Ölpreis steigt, Flüssigerdgas steigt stärker. Saudi Aramco & Qatar Energy werden attackiert. Reiseaktien fallen. Chemie-Aktien fallen. Containerschiffe steigen. BYD mit Umsatzeinbruch, aber neuer Technik. NVIDIA investiert in Lumentum und Coherent. Aixtron profitiert. Hershey (WKN: 851297) setzt auf Salz statt Zucker. Seit 2017 wurden 4 Mrd. $ für die Übernahme von salzigen Marken ausgegeben. Was das mit Burnout zu tun hat? Wir klären auf. Private Credit wackelt. Apollo (WKN: A3DB5F), Ares (WKN: A0DQY4) und Blue Owl (WKN: A2PPPV) haben in den letzten 12 Monaten 30-50% verloren. Aber wie schlimm ist die Lage wirklich? Antworten gibt's von Max Schertel - dem Gründer von Finmid. Diesen Podcast vom 03.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Netflix zieht sich aus Warner-Deal zurück und kassiert 2,8 Mrd. $ Strafe. Paramount steigt 20%. OpenAI sammelt 110 Mrd. $ ein, Amazon größter Investor. USA greifen Iran an. Block streicht 40% der Jobs. Dell boomt dank KI-Servern. Privatkredit-Sorgen drücken Banken. Buffetts Nachfolger Greg Abel schreibt seinen ersten Aktionärsbrief. Näher dran, strenger im Ton. BNSF soll Margen-Gap schließen, Pilot muss Nummer 1 werden. Berkshire Hathaway (WKN: A0YJQ2) bleibt konservativ. Carrefour (WKN: 852362) zieht sich auf drei Kernmärkte zurück. KGV von 9, Dividendenrendite von 6%. Schafft CEO Bompard den Tesco-Turnaround? Mehr zu Laurenz Malte Nienaber erfahren. Diesen Podcast vom 02.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In der heutigen #kassensturz Folge, unseren wöchentlichen Marketing & eCommerce News, geht es unter anderem um folgende Themen:(00:00) Intro(02:36) Gen Z kauft immer häufiger auf Roblox statt auf TikTok(11:00) Netflix zieht sich aus Warner Bros Deal zurück (19:37) Benjamin Otto neuer Vorsitzender im Otto Aufsichtsrat(23:20) eBay entlässt Mitarbeiter(23:59) DHL Group und JD.com vereinbaren Zusammenarbeit(23:35) TikTok Shop hebt Frist für Fulfillment-Zwang auf(26:34) TikTok führt in den USA die Funktion „Local Feed” ein (27:23) General Atlantic verkauft ByteDance Anteile zu $550 Mrd. Bewertung(28:00) Best Brands: Coca-Cola stößt Vorjahressieger vom Thron(29:33) Gerüchteküche: Paypal vor einer Übernahme(31:33) Jugendschutz in Social Media nimmt zu(32:25 ) EU bringt Anti-Deepfake-Allianz auf den Weg(33:32) Betrug über Telegram steigt QuellenGen Z kauft immer häufiger auf Roblox statt auf TikTokhttps://retail-news.de/roblox-tiktok-gen-z-social-commerce/Netflix zieht sich aus Warner Bros Deal zurück https://www.bbc.com/news/articles/c5y6p5ypgmzoBenjamin Otto neuer Vorsitzender im Otto Aufsichtsrathttps://www.sueddeutsche.de/wirtschaft/benjamin-otto-aufsichtsrat-otto-group-hamburg-li.3392990eBay entlässt Mitarbeiterhttps://wortfilter.de/breaking-news-ebay-stellenabbau/DHL Group und JD.com vereinbaren Zusammenarbeithttps://logistik-heute.de/news/kooperationen-dhl-group-und-jd-com-vereinbaren-zusammenarbeit-fuer-einfacheren-marktzugang-deutscher-marken-251512.htmlTikTok Shop hebt Frist für Fulfillment-Zwang aufhttps://www.modernretail.co/operations/tiktok-halts-plan-to-end-independent-shipping-for-u-s-sellers-after-backlash/#TikTok führt in den USA die Funktion „Local Feed” ein https://techcrunch.com/2026/02/11/tiktok-launches-an-opt-in-local-feed-in-the-u-s-leveraging-users-precise-location/General Atlantic verkauft ByteDance Anteile zu $550 Mrd. Bewertunghttps://www.reuters.com/world/china/bytedance-valued-550-billion-proposed-share-sale-by-general-atlantic-sources-say-2026-02-25/Best Brands: Coca-Cola stößt Vorjahressieger vom Thronhttps://www.wuv.de/Themen/Marke/Best-Brands-Coca-Cola-stoesst-Vorjahressieger-vom-ThronGerüchteküche: Paypal vor einer Übernahmehttps://www.bloomberg.com/news/articles/2026-02-24/payments-processor-stripe-expresses-interest-in-paypalJugendschutz in Social Media nimmt zuhttps://9to5mac.com/2026/02/24/apple-expands-age-assurance-tools-as-new-app-store-requirements-roll-out-in-several-regions/https://www.theverge.com/policy/883852/discord-age-verification-global-walkback-delayEU bringt Anti-Deepfake-Allianz auf den WegOMR Betrug über Telegram steigt https://t3n.de/news/revolut-fraud-report-betrug-ueber-telegram-steigt-um-233-prozent-und-fake-jobs-sind-das-groesste-problem-1731379/Max & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

Sollte man Claude vollen Zugriff auf den eigenen Computer geben? Glöckler teilt seine Erfahrungen mit dem SecondShot-YouTube-Kanal: Für 300€ lassen sich über YouTube Promotion 120.000 Views kaufen. Jack Dorsey entlässt 4.000 der 10.000 Block-Mitarbeiter. Stripe soll laut Gerüchten PayPal übernehmen wollen. Amazon investiert $50 Mrd. in OpenAI, aber nur $15 Mrd. sofort – der Rest fließt erst bei AGI oder Börsengang. OpenAI schließt seine $110 Mrd. Runde bei $840 Mrd. Bewertung. Netflix steigt aus dem Bieterwettstreit um Warner Bros. aus, die Aktie springt 9%. Burger King setzt KI-Agent "Patty" auf die Headsets seiner Mitarbeiter. Das Pentagon droht Anthropic als Supply Chain Risk einzustufen, weil Claude autonome Waffen und Massenüberwachung ablehnt. 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) Sollte man Claude vollen Zugriff geben? (00:07:58) YouTube Views kaufen: Glöcklers SecondShot-Experiment (00:29:19) Jack Dorsey feuert 40% von Block per Tweet (00:36:44) Stripe will PayPal kaufen? (00:40:11) OpenAI-Runde: Amazons $50 Mrd. mit Sternchen (00:53:03) Netflix steigt aus Warner-Bros-Übernahme aus (01:00:05) Anthropic, Perplexity und Claude Code Hackathon (01:13:56) Profound: SEO für LLMs bei $1 Mrd. Bewertung (01:19:08) Meta kauft Google-TPU-Chips (01:22:04) Burger King KI-Agent "Patty" überwacht Mitarbeiter (01:26:40) Pentagon vs. Anthropic: Supply Chain Risk Drohung (01:33:00) Nvidia Earnings: 73% Wachstum, Aktie fällt (01:35:23) Höfner-Besitzer spendet an AfD (01:38:21) Prediction Markets und Proxima Fusion Shownotes jack dorsey block layoffs - x.com Zahlungsabwickler Stripe bekundet Interesse an PayPal - bloomberg.com Amazon's $50 Billion Investment in OpenAI Could Hinge on IPO, AGI - theinformation.com Netflix ditches deal for Warner Bros. Discovery after Paramount's offer is deemed superior - cnbc.com Anthropic veröffentlichte OpenClaw: KI-Agenten steuern, ohne Befehle. - linkedin.com Can Anthropic just CHILL- x.com Anthropic verbindet KI-Agenten mit Werkzeugen für Investmentbanking, HR - bloomberg.com Software stocks rebound as Anthropic announces new partnerships - cnbc.com Einführung Perplexity Computer: Vereinheitlichtes KI-System - linkedin.com Perplexity Bloomberg Terminal- x.com Ich habe jeden Anthropic AI Hackathon-Gewinner untersucht. - 2ndorderthinkers.com Profound sammelte $96M bei $1B Bewertung von Lightspeed. - linkedin.com Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry - theinformation.com Meta's Internal Chip Design Efforts Hit Roadblocks - theinformation.com Burger King nutzt KI zur Überprüfung von Höflichkeit. - theverge.com Instagram wird Eltern bei Suche nach Selbstverletzungsthemen alarmieren. - theverge.com Hegseth gives Anthropic CEO until Friday to back down in AI safeguards fight - axios.com Claude Department of War - x.com Pentagon-Beamter kritisiert Anthropic - cbsnews.com Anthropic sagt, Pentagon-Angebot ist inakzeptabel. - axios.com Hacker nutzten Claude, um mexikanische Daten zu stehlen. - x.com Sam Altman gewinnt gegen Elon Musk in xAI-Klage. - businessinsider.com Shein Chinese Roots- ft.com Duolingo-Aktien fallen nach enttäuschender Buchungsprognose. - reuters.com Coreweave übertrifft Umsatzprognosen im vierten Quartal 2026 - reuters.com Berliner Milliardär spendet 18.000 Euro an die AfD - morgenpost.de Mann wettet gesamtes Erspartes gegen Elon Musk, gewinnt - gizmodo.com Bayern plant bis zu 400 Mio. für Fusionskraftwerk. - businessinsider.de

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Hier das ganze Interview von Caspar mit dem SAP-CEO. NVIDIA trotz Rekorden 5% down. Allianz & Telekom mit Rekorden, aber Erwartungen hoch. Puma crasht weiter, setzt jetzt auf Hyrox. Gerresheimer nochmal 15% runter. Krispy Kreme will endlich wieder wachsen. Europas Fußballclubs machen Verlust. SAP will KI verkaufen. Rolls Royce (WKN: A1H81L) verdient so viel Cash wie nie. Erste Group (WKN: 909943) macht 3,5 Mrd. € Gewinn und kauft sich in Polen ein. Zwei der besten Europa-Aktien der letzten Jahre. London Stock Exchange (WKN: A0JEJF) kauft Aktien für 4 Mrd. $ zurück. Aktivist Elliott macht Druck. Ist das Datengeschäft durch KI bedroht oder profitiert LSEG sogar davon? Diesen Podcast vom 27.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Investiere in neue Videospiele (mit Umsatzbeteiligung!):gamevestor.co

Marketing im Kopf - ein Podcast von Luis BinderIn dieser Folge wird über verschiedene Unternehmen gesprochen, da Markennamen genannt werden, handelt es sich um UNBEZAHLTE WERBUNG!In dieser Folge: In der heutigen Podcastfolge von Marketing im Kopf geht's um die Frage, warum Kunden im CRM nicht nur als einzelne Käufer, sondern als langfristige Einkommensströme gedacht werden sollten. Wie entwickelt sich eine Kundenbeziehung vom Interessenten bis zum Enthusiasten oder eben zum Abwanderer? Und wann lohnt sich Beziehungsmanagement überhaupt wirtschaftlich und wann ist es strategisch sinnvoll, bewusst darauf zu verzichten? ____________________________________________Marketing-News der Woche:Fan-Edits pushen Streaming-Erfolg: Community ist der HebelFan-Edits erzeugen Millionen-Reichweiten und entscheiden damit mit drüber, welche Inhalte bei Streaming-Diensten funktionieren. Gib Fans Material (Clips, Sounds, klare Hooks) und lass sie remixen, statt nur one-way zu senden.Influencer-Marketing 2026: mehr Budget, mehr System60 % der Unternehmen planen 2026 höhere Budgets, 40 Prozent bleiben stabil. Short-Video dominiert, Instagram bleibt Conversion-Kanal, TikTok holt auf. Heißt: Wiederholbare Setups und klare KPIs, auch wenn die ROI-Zuordnung weiter weh tut.Qualitätsumfelder verstärken Werbewirkung messbarWerbewirkung ist stark vom Umfeld abhängt, in journalistischen Qualitätsmedien bauen sich Effekte über mehrere Kontakte stabiler auf. Kontext und ein sauberer Touchpoint Mix (zum Beispiel Display plus Storytelling oder Printkontakt) kann mehr bringen als nur Frequenz hochdrehen.Digitaler Werbemarkt knackt 8,2 Mrd. €In Deutschland wird für 2026 ein Umsatz von 8,2 Mrd. € im Online Display und Videowerbemarkt erwartet, nach über 7,5 Mrd. € in 2025. Online Video soll mit knapp 4,2 Mrd. € erstmals vor Display liegen, Programmatic soll 2026 rund 80 % erreichen.____________________________________________Vernetz dich gerne auf LinkedIn: ⁠https://www.linkedin.com/in/luisbinder/⁠ Instagram: https://www.instagram.com/marketingimkopf/Du hast Fragen, Anregungen oder Ideen? Melde dich unter: marketingimkopf@gmail.com Die Website zum Podcast findest du hier. [⁠⁠⁠https://bit.ly/2WN7tH5⁠⁠⁠]

Rekord in Sicht - doch keiner traut sich. Der DAX schleicht zur 25.500. Dann kommen Nahost-Sorgen. Dow und Nasdaq rutschen ab. Öl zieht an. Gold steigt. BASF enttäuscht. Adidas schwächelt. Netflix explodiert zweistellig. OpenAI sammelt 110 Mrd. US-Dollar ein. Und Alzchem kassiert trotz Rekorden 5 % Minus. Warum Stimmung und Lage auseinanderklaffen, hören Sie im Schlussbericht.

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Diageo halbiert Dividende & senkt Preise. Auto1 verliert fast 20% trotz solidem Wachstum. Nordex mit Rekordbestellungen auf 2002-Hoch. Axon wächst zum vierten Mal über 30%. HSBC auf All-Time-High. Salesforce kauft 50 Mrd. $ eigene Aktien. Trade Desk bricht ein. NVIDIA (WKN: 918422) war vor den Quartalszahlen so günstig wie seit 2 Jahren nicht. Hat's gereicht? Circle (WKN: A417ZL) steigt 35% nach Quartalszahlen. Stablecoin-Volumen +70%, Wachstumsprognose 40%. Dazu: Goldman-CEO besitzt Bitcoin, Trump-Krypto-Deals & Binance-Skandal. Diesen Podcast vom 26.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Der DAX schließt mit +0,5% bei 25.289 Punkten, doch nach Nvidias Rekordquartal bleibt der Markt erstaunlich nüchtern. In Europa rutscht der EuroStoxx50 auf -0,2 % bei 6.161 Punkten, nachdem zuvor 6.200 als Rekordhoch standen. Fazit des Tages: Top-Zahlen reichen nicht, um den KI-Hype neu zu entfachen, Anleger bleiben selektiv. Nvidia meldet 42,9 Mrd. USD Nettogewinn und 68,1 Mrd. USD Umsatz (+73 %) sowie einen Ausblick von 78 Mrd. USD Umsatz, trotzdem fällt die Aktie fast 5 %, auch wegen Konkurrenzsorgen aus China. Aixtron steigt +1,1 % trotz schwachem Ausblick. Allianz erreicht 17,4 Mrd. EURO operatives Ergebnis (+8 %) und kündigt höhere Dividende plus Aktienrückkauf an. Hensoldt verliert -8,2 % bei 2,46 Mrd. EURO Umsatz unter dem Konsens von 2,50 Mrd. EURO. Engie springt +8,5 % nach dem UKPN Deal über 10,5 Mrd. Pfund (ca. 12 Mrd. EURO). Bitcoin sinkt -1,4 % auf 67.917 USD, Ether -1,7 % auf 2.064 USD. Rohstoffe um 17:42 Uhr: Gold 5.182,15 USD (+0,33 %), Silber 87,17 USD (-2,31 %).

Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Meta kauft AMD-Chips für Milliarden. Anthropic stellt Plug-Ins vor, Salesforce und Co. profitieren. Home Depot wächst online zweistellig. Keysight mit starkem Ausblick. Novo Nordisk halbiert Wegovy-Preis. MTU wird Erwartungen nicht gerecht. Elmos +40% YTD. JPMorgan (WKN: 850628) eröffnet 160 neue Filialen und will 15% aller US-Privatkundeneinlagen halten. Auch PNC (WKN: 867679) setzt auf Expansion. Sterben Bankfilialen doch nicht aus? Jungheinrich (WKN: 621993) kämpft mit chinesischer Konkurrenz und internem Familienstillstand. Gleichzeitig läuft der Umbau zum Tech-Konzern. Schafft die gelbe Ameise die Verdopplung auf 10 Mrd. € Umsatz? Diesen Podcast vom 25.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In der Pharmaindustrie laufen in den nächsten 10 Jahren Patente im Wert von über 650 Mrd. US-Dollar aus. Profiteure sind Hersteller von Nachahmer-Produkten wie Sandoz. Laut der Produkte-Leiterin Rebecca Guntern hat Sandoz mit 27 Biosimilars eine führende Pipeline in diesem margenstarken Segment. SMI -0.1%

Der DAX klettert zurück über 25.000 Punkte und schließt 0,7 % höher bei 25.175 Punkten. Nach dem schwachen Wochenauftakt kehrt Zuversicht zurück - doch der Markt bleibt nervös: Heute Abend stehen die Nvidia-Zahlen nach US-Börsenschluss an. Die KI-Rally bekommt damit ihren Lackmustest. Nvidia hatte für das Quartal Erlöse von 63,7 bis 66,3 Mrd. USD in Aussicht gestellt, Analysten erwarten +68 % Umsatz und +62 % Gewinn. Entscheidend wird der Ausblick: Verfehlt Nvidia die hohen Erwartungen, könnte das nicht nur den Chipriesen, sondern auch den Gesamtmarkt treffen. Bei den Firmen: Heidelberg Materials trotz Rekordergebnis unter Druck, die EU-Klimadebatte belastet. Fresenius will 2026 weiter profitabel wachsen, CEO Michael Sen bleibt bis 2031. Munich Re erhöht die Dividende auf 24 EUR je Aktie und plant bis zu 2,25 Mrd. EUR Aktienrückkauf. Axon springt nach starkem Quartal, für 2026 werden 27 % bis 30 % Umsatzwachstum erwartet. Nordex meldet 274 Mio. EUR Überschuss und 10,2 Gigawatt Rekord-Auftragseingang. Aston Martin streicht weitere 15 % Stellen, Oddity Tech rutscht vorbörslich um 40 %. Rohstoffe: Gold 5.204,88 USD +1,18 %, Silber 90,73 USD +4,08 % (17:41 Uhr)

OpenAI korrigiert seine Umsatzerwartungen erneut nach oben: $284 Mrd. bis 2030, davon $150 Mrd. aus dem Consumer-Geschäft . Anthropic meldet massive Destillationsangriffe chinesischer Modellbetreiber mit bis zu 24.000 Fake-Accounts, während DeepSeek laut Reuters auf Nvidias Blackwell-Chips trainiert – angeblich in Data Centern in der Mongolei. Bernie Sanders fordert nach Gesprächen mit KI-CEOs ein Moratorium. Der virale Citrini-Research-Artikel "The 2028 Global Intelligence Crisis" beschreibt ein Doom-Szenario für SaaS und löst einen realen Kursrutsch bei ServiceNow, DoorDash und Cloudflare aus. Das DHS baut eine behördenübergreifende biometrische Datenbank. OpenAI-Mitarbeiter erkannten Warnsignale in der Chat-Historie einer kanadischen Amokläuferin, meldeten sie aber nicht an Behörden. Open-Source-Projekte kämpfen mit AI-Slop-Commits, Cerebras wagt einen zweiten IPO-Anlauf. Trump bedroht Netflix wegen Board-Mitglied Susan Rice, Musks Super PAC verstößt gegen das Wahlrecht in Georgia. Das Pentagon arbeitet mit Google, OpenAI und XAI ohne Guardrails. 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) Intro (00:09:15) OpenAI Umsatzziel Anpassung (00:23:15) China destilliert Claude mit 24.000 Fake-Accounts (00:35:13) Citrini Research: The 2028 Global Intelligence Crisis (00:57:40) LinkedIn-Verifizierung: Was Persona mit deinen Daten macht (01:04:20) DHS baut biometrische Mega-Datenbank (01:08:50) OpenAI: Warnsignale vor Amoklauf nicht gemeldet (01:13:30) AI-Slop in Open Source und Cerebras IPO (01:19:07) Trump droht Netflix und Musks Wahlrechtsverstoß in Georgia (01:25:00) Waymo vs. Tesla und Pentagon ohne Guardrails (01:30:30) Trump-Regierung gegen europäische NGOs und DMA (01:32:57) Binance: $1,7 Mrd. Iran-Transaktionen, Whistleblower gefeuert (01:37:37) Steven Bartlett und Christian Angermayer (01:44:04) DJI-Saugroboter-Hack Shownotes OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 - cnbc.com Anthropic beschuldigt chinesische Firmen, Daten von Claude zu stehlen. - wsj.com China nutzte Nvidia-Chip für KI-Modell trotz US-Verbot. - reuters.com Sanders warnt vor unkontrollierter Geschwindigkeit der KI-Revolution. - theguardian.com Post von pitdesi - x.com LinkedIn-Identität verifiziert - thelocalstack.eu DHS Search Engine - wired OpenAI-Mitarbeiter warnten Monate zuvor vor Kanadaschützen. - wsj.com Für Open-Source-Programme sind KI-Codierungswerkzeuge ein zweischneidiges Schwert. - techcrunch.com Cerebras Files Confidentially For a U.S. IPO - theinformation.com Trump droht Netflix wegen Rice im Vorstand Konsequenzen an. - bloomberg.com Trump sagt, Netflix wird 'Konsequenzen tragen', wenn Susan Rice bleibt. - theverge.com Georgia sagt, Elon Musks America PAC verletzte Wahlgesetz. - theverge.com Tesla Waymo - wired Musks xAI und Pentagon vereinbaren Nutzung von Grok in Geheimdiensten - axios.com Trump-Verbündete zielen auf europäische NGOs wegen Big-Tech-Regeln. - ftm.eu Binance Employees Find $1.7 Billion in Crypto Was Sent to Iranian Entities - nytimes.com Von Dragons' Den zu Disney: Steven Bartlett sammelt achtstellige Summe. - eu-startups.com Meta-Direktorin für KI-Sicherheit gab OpenClaw-Bot vollen Zugriff. - x.com DJI Romo mit Xbox-Controller. - x.com

Die US-Börsen stabilisieren sich nach dem gestrigen Sell-off, der Nasdaq wird vor allem von AMD getragen: Meta schließt einen Mehrjahresdeal über bis zu 6 Gigawatt für AMD Instinct GPUs ab – inklusive eines leistungsabhängigen Warrants über bis zu 160 Mio. Aktien. Gleichzeitig bleibt das dominante Thema KI-Angst 2.0: Um 9:30 Uhr ET startet das Anthropic „Enterprise Agent“-Event, das die Disruptionsdebatte erneut anheizen könnte. Makroseitig mahnen Goolsbee und Waller zur Vorsicht – 3% Kerninflation sei „nicht gut genug“, Cuts werden eher nach hinten geschoben. On top setzt Stripe mit 159 Mrd. USD Bewertung und 1,9 Bio. USD Zahlungsvolumen 2025 (+34%) ein starkes Fintech-Signal. Bei den Zahlen überzeugt Home Depot im Quartal, während der 2026-Ausblick eher gedämpft bleibt. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Der Zoll-Nebel bleibt: Nach dem Urteil des US Supreme Court ist unklar, wie es mit US-Zöllen weitergeht und wie belastbar ein EU-US-Deal wäre. Der DAX klebt am 25.000er-Pflaster und schließt bei 24.986 Punkten, -0,02 %. Gewinner sind Autohersteller, Verlierer MTU nach Zahlen und schwachem Free-Cashflow-Ausblick (-5,2 %). USA: AMD +6,6 % nach KI-Deal mit Meta (bis zu 60 Mrd. USD; Meta kann bis zu 10% an AMD übernehmen). Home Depot +3,9%: flächenbereinigter Umsatz +0,4%, Ausblick 2026: 0 %-2 % vergleichbares Wachstum. Lufthansa öffnet die neue Allegris Business Class in der 787-9 zur Buchung ab 29.03. Salzgitter kauft Thyrolf & Uhle, Telefónica Deutschland: Umsatz -3,8 % auf 8,2 Mrd. Euro, EBITDA -8,8 % auf 2,5 Mrd. Euro. Novo Nordisk/United Lab: UBT251 mit bis zu -19,7 % Gewichtsverlust in Phase 2. Ford ruft über 400.000 Explorer zurück. Rohstoffe: Gold 5.146,15 USD -1,56 %, Silber 87,78 USD -0,49 %. Öl bleibt nervös, Iran bleibt Risikofaktor.

Transforming CLL care: measurable residual disease (MRD) guided stopping, smart triplet selection, and next‑gen Bruton tyrosine kinase (BTKs)—practical insights.   Credit available for this activity expires: 02/19/27 Earn Credit / Learning Objectives & Disclosures: https://www.medscape.org/viewarticle/chronic-lymphocytic-leukemia-cll-review-combination-2026a10004ku?ecd=bdc_podcast_libsyn_mscpedu    

Selenskyi verurteilt Explosionen in Lemberg / Unwetterwarnungen für weite Teile Australiens / Frankreich bestellt US-Botschafter ein / Unruhen in Mexiko nach Tod von Drogenboss / Studie: Emissionen von Schwerlastfahrzeugen kosten über 6 Mrd. Dollar / Schweiz: Politik über Zollverhandlungen mit USA gespalten

Zoll-Zickzack statt Klarheit: Nach dem Urteil zu Trumps Zöllen bleibt offen, welche Abgaben gelten und wie lange. Der DAX verliert -1,1 % und schließt bei 24.992 Punkten, die 25.000 bleibt eine harte Marke. KI-Software unter Druck, auch SAP, dazu der Blick auf Nvidia und Salesforce. Bitcoin um 17:00 Uhr bei 65.540,36 USD. Novo Nordisk -16,5 %: CagriSema erreicht nach 84 Wochen 23,0 % Gewichtsabnahme, Eli Lilly kommt mit Tirzepatid auf 25,5 %. Rolls-Royce wirbt um staatliche Hilfe: neues Triebwerk für 3 Mrd. GBP, Anschub 100 bis 200 Mio. GBP. Rohstoffe: Gold 5.208,7000 USD +1,97 %, Silber 87,202 USD je Unze +3,15 %. Öl bleibt fest, 120 USD gelten wieder als möglich. Börsenweisheit zum Schluss "Im kurzfristigen Blick ist der Markt eine Abstimmungsmaschine, langfristig ist er eine Waage." Benjamin Graham.

In der heutigen #kassensturz Folge, unseren wöchentlichen Marketing & eCommerce News, geht es unter anderem um folgende Themen:ASOS führt Virtual Try-on einAlibaba pusht Agent AdoptionEU einigt sich endgültig auf 3-Euro-GebührEU vs. SHEIN (again)Google ändert die Darstellung der Links in AI OverviewsGemini kann jetzt Musik CreationPetition von Google Mitarbeitern gegen ICEPerplexity killt AdsWalmart Q4 ZahlenAmazon verliert zwischenzeitlich $450 Mrd.Code Red bei PinterestOtto baut 460 Stellen abDoorDash und Wolt steigen mit $102 Mrd. (+27%) in die 100-Milliarden-GMV-Liga aufUber Eats plant Markteintritt in 7 neue EU Märkte in 2026Etsy verkauft DePop an eBayASOS führt Virtual Try-on einhttps://retail-news.de/asos-hybrides-virtual-tryon/Alibaba pusht Agent Adoptionhttps://www.scmp.com/tech/article/3343289/alibabas-qwen-tops-120-million-orders-6-days-amid-chinas-ai-shopping-battleEU einigt sich endgültig auf 3-Euro-Gebührhttps://ohn.haendlerbund.de/recht/politik-gesetze/kleinbestellungen-teurer-eu-3-euro-gebuehrGoogle ändert die Darstellung der Links in AI Overviewshttps://x.com/rmstein/status/2023865995908313531Gemini kann jetzt Musik Creationhttps://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-1-proPetition von Google Mitarbeitern gegen ICEhttps://www.wired.com/story/hundreds-of-google-employees-demand-answers-from-executives-about-ice/Perplexity killt Adshttps://www.ft.com/content/6eec07a5-34a8-4f78-a9ed-93ab4263d43cWalmart Q4 Zahlenhttps://corporate.walmart.com/news/2026/02/19/walmart-releases-q4-fy26-earningsAmazon verliert zwischenzeitlich $450 Mrd.https://uk.finance.yahoo.com/news/amazon-sheds-over-450-billion-190810962.htmlCode Red bei Pinteresthttps://www.theinformation.com/articles/code-reds-ai-debates-pinterests-two-front-battleOtto baut 460 Stellen abhttps://www.handelsblatt.com/unternehmen/handel-konsumgueter/otto-onlinehaendler-will-knapp-460-vollzeitstellen-in-hamburg-abbauen/100201603.htmlDoorDash und Wolt steigen mit $102 Mrd. (+27%) in die 100-Milliarden-GMV-Liga aufhttps://excitingcommerce.de/2026/02/19/doordash-und-wolt-steigen-mit-102-mrd-27-in-die-100-milliarden-liga-auf/Uber Eats plant Markteintritt in 7 neue EU Märkte in 2026https://www.ft.com/content/8280412c-df99-4eb2-b447-f29872d0439dEtsy verkauft DePop an eBayhttps://excitingcommerce.de/2026/02/18/etsy-kann-depop-fuer-12-mrd-dollar-an-ebay-weiterreichen/Max & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

Herzlich willkommen zur 182. Folge des Equistor-Podcasts

Merz sympathisiert mit einem Social Media Ban für Kinder. Google holt sich mit Gemini 3.1 die Benchmark-Krone zurück. OpenAI raist $100 Mrd. bei bis zu $850 Mrd. Bewertung – Nvidia allein soll $30 Mrd. geben. Das virale Video der Woche: Sam Altman und Dario Amodei verweigern sich beim India AI Summit den Handschlag. Perplexity gibt sein Werbemodell auf und schwenkt auf Enterprise. Klarna verliert 27% nach schwachen Zahlen – die Kreditausfallvorsorge steigt schneller als der Umsatz. Die CFTC versucht, Prediction Markets der Bundesstaaten-Regulierung zu entziehen. Milliardärs-Steuersätze sind ein Problem für die US-Wirtschaft.  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) Social Media Ban für Kinder (00:19:45) Apple Event am 4. März: Brille und AirPods mit Kameras (00:25:21) Google Gemini 3.1 und OpenAI $100 Mrd. Runde (00:35:40) India AI Summit: Altman und Amodei verweigern Handschlag (00:51:25) Perplexity gibt Werbemodell auf (00:54:47) Accenture: Keine Beförderung ohne KI (01:59:40) World Labs $1 Mrd. und XAI Saudi-Investment (01:06:27) New York stoppt Robotaxis (01:10:42) CFTC vs. Bundesstaaten: Prediction Markets (01:19:40) X-Algorithmus verschiebt Meinungen nach rechts (01:22:37) Klarna und Figma Earnings (01:32:50) Freedom.gov: US-VPN für Europäer (01:39:20) Zuckerberg vor Gericht: Engagement war nie unser Ziel (01:48:14) Angermeyer | Palantir: DHS-Milliardendeal (01:58:05) WSJ: Milliardäre zahlen zu wenig Steuern Shownotes Garrison Lovely Dario Amodei Podcast - ⁠x.com⁠ Merz riskiert Streit mit Trump über Social-Media-Verbot für Minderjährige - ⁠bloomberg.com⁠ Apple intensiviert Arbeit an Brille, Anhänger und Kamera-AirPods. - ⁠bloomberg.com⁠ Apple kündigt überraschend "Special Apple Experience" an. - ⁠heise.de⁠ Google ist wieder führend in KI: Gemini 3.1 Pro Preview. - ⁠x.com⁠ OpenAI-Chef: Dringende Regulierung für KI erforderlich - ⁠heise.de⁠ OpenAI-Finanzierung erreicht über $100 Milliarden in aktueller Runde - ⁠bloomberg.com⁠ Nvidia OpenAI - ⁠ft.com⁠ Sam Altman and Dario Amodei refusing to hold hands - ⁠linkedin.com⁠ OpenAI Has Poached Instagram's Celebrity Whisperer - ⁠vanityfair.com⁠ Perplexity - ⁠ft.com⁠ Accenture - ⁠ft.com⁠ AI Pioneer Fei-Fei Li's Startup World Labs Raises $1 Billion - ⁠bloomberg.com⁠ Saudi-Arabiens Humain investiert 3 Milliarden in Elon Musks XAI. - ⁠bloomberg.com⁠ Aktivistischer Investor Palliser Capital schrieb an japanischen Toilettenhersteller Toto. - ⁠x.com⁠ New Yorks Robotaxi-Plan gestoppt - ⁠bloomberg.com⁠ Wir sehen uns vor Gericht - ⁠axios.com⁠ Elizabeth Warren kritisiert Trumps CFTC - ⁠x.com⁠ Gouverneur Cox - ⁠x.com⁠ Meta startet $65 Millionen Wahlkampagne - ⁠nytimes.com⁠ X's Algorithm Pushes Users to Lean More Conservative - ⁠gizmodo.com⁠ Klarna - ⁠ft.com⁠ Klarna-CEO: Belegschaft wird bis 2030 um 1.000 reduziert. - ⁠fastcompany.com⁠ US plans online portal to bypass content bans in Europe and elsewhere - ⁠reuters.com⁠ Mark Zuckerberg said he reached out to Apple CEO Tim Cook to discuss ‘wellbeing of teens and kids' - ⁠cnbc.com⁠ Philipp Kloeckner auf X: "Metas Zuckerberg ist voller

Im letzten Jahr schrumpfte der Gewinn des Bauchemie-Konzerns Sika um 16 Prozent, auf noch 1 Mrd. Franken. Insbesondere das Geschäft in China trübt die Zahlen, da aufgrund der sinkenden Häuserpreise und den schlechten Zukunftsaussichten, weniger Wohnungen bezogen werden, so Thomas Hasler, CEO Sika. SMI +0.4%

Werbung | 52 Wochen Handelsblatt mit 40 % Rabatt: Gedruckt oder digital - jetzt sichern unter www.handelsblatt.com/wissen2026 US-Futures rutschen am Freitag nach einem klar schwächeren BIP-Print: Q4 nur +1,4% statt erwarteter +2,5% – der Markt preist damit wieder stärker „Fed muss unterstützen“. Der PCE-Inflationsreport nimmt etwas Druck raus: Core PCE liegt bei 3% und damit im Rahmen – trotzdem bleibt Inflation oberhalb des 2%-Ziels, und die Fed-Minutes zeigen: einige wollen erst mehr Disinflations-Belege sehen. Zusätzlicher Katalysator ist ein mögliches Supreme-Court-Urteil zu Trumps IEEPA-Zöllen – viele an der Wall Street erwarten einen positiven Move, falls die Zölle gekippt werden. Gleichzeitig bleibt Geopolitik ein Störfaktor: Trump spricht von einer Entscheidung über mögliche Iran-Schläge binnen 10 Tagen, Öl handelt nahe 6-Monats-Hochs. Im Hintergrund sorgt Blue Owl für Stress im Private-Credit-Segment: Rücknahmen werden dauerhaft eingeschränkt, nach dem Verkauf von $1,4 Mrd. an Kredit-Assets – „Canary in the coal mine“, sagen Kritiker. Kurz: Wachstum kühlt stärker ab, Inflation bleibt zäh – und der Markt wartet auf den nächsten Trigger: SCOTUS und nächste Woche Nvidia-Zahlen. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Zoll-Schock aus Washington - und dann die Kehrtwende! Der Supreme Court kassiert Trumps Strafzölle. Der DAX schießt auf 25.261 Punkte. Autowerte legen zu. 175 Mrd. US-Dollar stehen im Raum. Muss Trump zahlen? Andreas Lipkow ordnet ein und warnt vor neuen juristischen Manövern über den Trade Act. Politische Watsche - aber noch kein Ende im Handelsstreit.

► Werde Teil der Koch-Community: https://bit.ly/360wallstreetpc * Die Aktienfutures geben am Donnerstag nach: Walmart enttäuscht mit dem Ausblick und zieht den Handel vorbörslich runter. Dow-, S&P- und Nasdaq-Futures liegen leicht im Minus - S&P ca. -0,3%, Nasdaq 100 ca. -0,4%. Aktien von Walmart tendieren vorbörslich schwächer, -3%, trotz solider Q4-Zahlen – der schwache Jahresausblick überlagert alles. Zusätzlich sorgt neuerliche Iran/USA-Spannung für Nervosität: Die Ölpreise steigen weiter, der WTI-Öl +1% auf über 66 USD. Ein Lichtblick gibt es unternehmensseitig: Etsy steigen rund 20% vorbörslich, nachdem Depop für 1,2 Mrd. USD an eBay verkauft werden soll. Closing erwartet Q2/2026. Ein Podcast - featured by Handelsblatt. Impressum: https://www.360wallstreet.de/impressum *Werbung

US Märkte leicht schwächer: Walmart bremst die Stimmung – Q4 solide, aber Guidance unter Erwartung. Walmart zeigt zugleich ein wichtiges Inflationsbild: Food kühlt ab, aber General Merchandise +3,2% – wahrscheinlich tarifgetrieben. Auf der dovish Seite: Invitation Homes meldet Mieten nur +1,8% und neue Leases -4,1% – klarer Disinflationsdruck bei Housing. Fazit: Tarife drücken Goods rauf, Housing drückt Gesamtinflation runter – damit bleibt Juni als Cut-Startpunkt grundsätzlich im Spiel. Positiver Kontrast: Etsy verkauft Depop für 1,2 Mrd. Cash an eBay – Markt feiert Fokus und Buyback-Fantasie. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Send a textA drop of blood can change the course of cancer care. Speaking of Women's Health Podcast host Holly Thacker, MD sits down with variant curator Stetson Thacker, PhD to unpack how circulating tumor DNA and tumor‑informed minimal residual disease testing help clinicians see recurrence months before imaging, tailor adjuvant therapy, and track response in real time. Together, they translate complex genomics into clear choices: when a negative MRD result supports de‑escalation, when a persistent positive argues for chemotherapy and how colorectal and breast cancers have led the way in clinical validation.They also cover the guardrails. Not everyone has banked tissue for a tumor‑informed assay, and sensitivity and specificity vary by platform and cancer type. Early multi‑cancer detection tests promise a lot but risk overdiagnosis and anxiety if used without clear indications. The smarter path is matching the right test to the right person at the right time, ideally within guidelines and with an oncologist who can synthesize genomics, imaging, pathology, and patient goals. From colorectal screening shifts to balancing overtreatment in prostate and thyroid cancers, we focus on practical decisions that protect both survival and quality of life.If this deep dive helped you make sense of liquid biopsies and MRD, subscribe, share the episode with someone navigating cancer decisions and leave a review so more listeners can find the show.Support the show

JCO PO author Dr. Foldi at UPMC Hillman Cancer Center and University of Pittsburgh School of Medicine shares insights into the JCO PO article, "Personalized Circulating Tumor DNA Testing for Detection of Progression and Treatment Response Monitoring in Patients With Metastatic Invasive Lobular Carcinoma of the Breast." Host Dr. Rafeh Naqash and Dr. Foldi discuss how serial ctDNA testing in patients with mILC is feasible and may enable personalized surveillance and real-time therapeutic monitoring. TRANSCRIPT Dr. Rafeh Naqash: Hello, and welcome to JCO Precision Oncology Conversations, where we bring you engaging conversations with authors of clinically relevant and highly significant JCO PO articles. I am your host, Dr. Rafeh Naqash, podcast editor for JCO Precision Oncology and Associate Professor at the OU Health Stephenson Cancer Center at the University of Oklahoma. Today, we are thrilled to be joined by Dr. Julia Foldi, Assistant Professor of Medicine in the Division of Hematology-Oncology at University of Pittsburgh School of Medicine and the Magee-Womens Hospital of the UPMC. She is also the lead and corresponding author of the JCO Precision Oncology article entitled "Personalized Circulating Tumor DNA Testing for Detection of Progression and Treatment Response Monitoring in Patients with Metastatic Invasive Lobular Carcinoma of the Breast." At the time of this recording, our guest's disclosures will be linked in the transcript. Julia, welcome to our podcast, and thank you for joining us today. Dr. Julia Foldi: Thank you so much for having me. It is a pleasure. Dr. Rafeh Naqash: Again, your manuscript and project address a few interesting things, so we will start with the basics, since we have a broad audience that comprises trainees, community oncologists, and obviously precision medicine experts as well. So, let us start with invasive lobular breast carcinoma. I have been out of fellowship for several years now, and I do not know much about invasive lobular carcinoma. Could you tell us what it is, what some of the genomic characteristics are, why it is different, and why it is important to have a different way to understand disease biology and track disease status with this type of breast cancer? Dr. Julia Foldi: Yes, thank you for that question. It is really important to frame this study. So, lobular breast cancers, which we shorten to ILC, are the second most common histologic subtype of breast cancer after ductal breast cancers. ILC makes up about 10 to 15 percent of all breast cancers, so it is relatively rare, but in the big scheme of things, because breast cancer is so common, this represents actually over 40,000 new diagnoses a year in the US of lobular breast cancers. What is unique about ILC is it is characterized by loss of an adhesion molecule, E-cadherin. It is encoded by the CDH1 gene. What it does is these tumors tend to form discohesive, single-file patterns and infiltrate into the tumor stroma, as opposed to ductal cancers, which generally form more cohesive masses. As we generally explain to patients, ductal cancers tend to form lumps, while lobular cancers often are not palpable because they infiltrate into the stroma. This creates several challenges, particularly when it comes to imaging. In the diagnostic setting, we know that mammograms and ultrasounds have less sensitivity to detect lobular versus ductal breast cancer. When it comes to the metastatic setting, conventional imaging techniques like CT scans have less sensitivity to detect lobular lesions often. One other unique characteristic of ILC is that these tumors tend to have lower proliferation rates. Because our glucose-based PET scans depend on glucose uptake of proliferating cells, often these tumors also are not avid on conventional FDG-PET scans. It is a challenge for us to monitor these patients as they go through treatment. If you think about the metastatic setting, we start a new treatment, we image people every three to four cycles, about every three months, and we combine the imaging results with clinical assessment and tumor markers to decide if the treatment is working. But if your imaging is not reliable, sometimes even at diagnosis, to really detect these tumors, then really, how are we following these patients? This is really the unique challenge in the metastatic setting in patients with lobular breast cancer: we cannot rely on the imaging to tell if patients are responding to treatment. This is where liquid biopsies are really, really important, and as the field is growing up and we have better and better technologies, lobular breast cancer is going to be a field where they are going to play an important role. Dr. Rafeh Naqash: Thank you for that easy-to-understand background. The second aspect that I would like to have some context on, to help the audience understand why you did what you did, is ctDNA, tumor informed and non-informed. Could you tell us what these subtypes of liquid biopsies are and why you chose a tumor informed assay for your study? Dr. Julia Foldi: Yes, it is really important to understand these differences. As you mentioned, there are two main platforms for liquid biopsy assays, circulating tumor DNA assays. I think what is more commonly used in the metastatic setting are non-tumor informed assays, or agnostic assays. These are generally next-generation sequencing-based assays that a lot of companies offer, like Guardant, Tempus, Caris, and FoundationOne. These do not require tumor tissue; they just require a blood sample, a plasma sample, essentially. The next-generation sequencing is done on cell-free DNA that is extracted from the plasma, and it is looking for any cell-free DNA and essentially, figuring out what part of the cell-free DNA comes from the tumor is done through a bioinformatics approach. Most of these assays are panel tests for cancer-associated mutations that we know either have therapeutic significance or biologic significance. So, the results we receive from these tests generally read out specific mutations in oncogenic genes, or sometimes things like fusions where we have specific targeted drugs. Some of the newer assays can also read out tumor fraction; for example, the newest generation Guardant assay that is methylation-based, they can also quantify tumor fraction. But the disadvantage of the tumor agnostic approach is that it is a little bit less sensitive. Opposed to that, we have our tumor informed tests, and these require tumor tissue. Essentially, the tumor is sequenced; this can either be whole exome or whole genome sequencing. The newer generation assays are now using whole genome sequencing of the tumor tissue, and a personalized, patient-specific panel of alterations is essentially barcoded on that tumor tissue. This can be either structural variants or it can be mutations, but generally, these are not driver mutations, but sort of things that are present in the tumor tissue that tend to stay unchanged over time. For each particular patient, a personalized assay, if you want to call it a fingerprint or barcode, is created, and then that is what then is used to test the plasma sample. Essentially, you are looking for that specific cancer in the blood, that barcode or fingerprint in the blood. Because of this, this is a much more sensitive way of looking for ctDNA, and obviously, this detects only that particular tumor that was sequenced originally. So, it is much more sensitive and specific to that tumor that was sequenced. You can argue for both approaches in different settings. We use them in different settings because they give us different information. The tumor agnostic approach gives us mutations, which can be used to determine what the next best therapy to use is, while the tumor informed assay is more sensitive, but it is not going to give us information on therapeutic targets. However, it is quantified, and we can follow it over time to see how it changes. We think that it is going to tell us how patients respond to treatment because we see our circulating tumor DNA levels rise and fall as the cancer burden increases or decreases. We decided to use the tumor informed approach in this particular study because we were really interested in how to determine if patients are having response to treatment versus if they are going to progress on their treatment, more so than looking for specific mutations. Dr. Rafeh Naqash: When you think about these tumor informed assays and you think about barcoding the mutations on the original tumor that you try to track or follow in subsequent blood samples, plasma samples, in your experience, if you have done it in non-lobular cancers, do you think shedding from the tumor has something to do with what you capture or how much you capture? Dr. Julia Foldi: Absolutely. I think there are multiple factors that go into whether someone has detectable ctDNA or not, and that has to do with the type of cancer, the location, right, where is the metastatic site? This is something that we do not fully understand yet: what are tumors that shed more versus not? There is also clearance of ctDNA, and so how fast that clearance occurs is also something that will affect what you can detect in the blood. ctDNA is very short-lived, only has a half-life of hours, and so you can imagine that if there is little shedding and a lot of excretion, then you are not going to be detecting a lot of it. In general, in the metastatic setting, we see that we can detect ctDNA in a lot of cases, especially when patients are progressing on treatment, because we imagine their tumor burden is higher at that point. Even with the non-tumor informed assays, we detect a lot of ctDNA. Part of this study was to actually assess: what is the proportion of patients where we can have this information? Because if we are only going to be able to detect ctDNA in less than 50 percent of patients, then it is not going to be a useful method to follow them with. Because this field is new and we have not been using a lot of tumor informed assays in the metastatic setting, we did not really know what to expect when we set out to look at this. We did not know what was going to be the baseline detection rate in this patient population, so that was one of the first things that we wanted to answer. Dr. Rafeh Naqash: Excellent. Now going to this manuscript in particular, what was the research question, what was the patient population, and what was the strategy that you used to investigate some of these questions? Dr. Julia Foldi: So, we partnered with Natera, and the reason was that their Signatera tumor-informed assay was the first personalized, tumor-informed, really an MRD assay, minimal residual disease detection assay. It has been around the longest and has been pretty widely used commercially already, even though some of our data is still lacking. but we know that people are using this in the real world. We wanted to gather some real-world data specifically in lobular patients. So, we asked Natera to look at their database of commercial Signatera testing and look for patients with stage 4 lobular breast cancer. The information all comes from the submitting physicians sending in pathologic reports and clinical notes, and so they have that information from the requisitions essentially that are sent in by the ordering physician. We found 66 patients who were on first-line or close to first-line endocrine-based therapies for their metastatic lobular breast cancer and had serial collections of Signatera tests. The way we defined baseline was that the first Signatera had to be sent within three months of starting treatment. So, it is not truly baseline, but again, this is a limitation of looking at real-world data is that you are not always going to get the best time point that you need. We had over 350 samples from those 66 patients, again longitudinal ctDNA samples, and our first question was what is the baseline detection rate using this tumor informed assay? Then, most importantly, what is the concordance between changes in ctDNA and clinical response to treatment? That is defined by essentially radiologic response to treatment. Dr. Rafeh Naqash: Interesting. So, what were some of your observations in terms of ctDNA dynamics, whether baseline levels made a difference, whether subsequent levels at different time points made a difference, or subsequent levels at, let us say, cycle three made a difference? Were there any specific trends that you saw? Dr. Julia Foldi: So, first, at baseline, 95 percent of patients had detectable ctDNA, which is, I think, a really important data point because it tells us that this can be a really useful test. If we can detect it in almost all patients before they start treatment, we are going to be able to follow this longitudinally. And again, these were not true baseline samples. So, I think if we look really at baseline before starting treatment, almost all patients will have detectable ctDNA in the metastatic setting. The second important thing we saw was that disease progression correlated very well with increase in ctDNA. So, in most patients who had disease progression by imaging, we saw increase in ctDNA. Conversely, in most patients who had clinical benefit from their treatment, so they had a response or stable disease, we saw decrease in ctDNA levels. It seems that what we call molecular response based on ctDNA is tracking very nicely along with the radiographic response. So, those were really the two main observations. Again, this is a small cohort, limited by its real-world nature and the time points that ctDNA assay was sent was obviously not mandated. This is a real-world data set, and so we could not really look at specific time points like you asked about, let us say, cycle three of therapy, right? We did not have all of the right time points for all of the patients. But what we were able to do was to graph out some specific patient scenarios to illustrate how changes in ctDNA correlate with imaging response. I can talk a little bit about that. Dr. Rafeh Naqash: That was going to be my question. Did you see patients who had serial monitoring using the tumor informed ctDNA assay where the assay became positive a few months before the imaging? Did you have any of those kinds of observations? Dr. Julia Foldi: Yes, so I think this is where the field is going: are we able to use this technology to maybe detect progression before it becomes clinically apparent? Of course, there are lots of questions about: does that really matter? But it seems like, based on some of the patient scenarios that we present in the paper, that this testing can do that. So, we had a specific scenario, and this is illustrated in a figure in the paper, really showing the treatment as well as the changes in ctDNA, tumor markers, and also radiographic response. So, this particular patient was on first-line endocrine therapy and CDK4/6 inhibitor with palbociclib. Initially, she had a low-level detectable ctDNA. It became undetectable during treatment, and the patient had a couple of serial ctDNA assays that were negative, so undetectable. And then we started, after about seven months on this combination therapy, the ctDNA levels started rising. She actually had three serial ctDNA assays with increasing level of ctDNA before she even had any imaging tests. And then around the time that the ctDNA peaked, this patient had radiographic evidence of progression. There was also an NGS-based assay sent to look for specific mutations at that point. The patient was found to have an ESR1 mutation, which is very common in this patient population. She was switched to a novel oral SERD, elacestrant, and the ctDNA fell again to undetectable within the first couple months of being on elacestrant. And then a very similar thing happened: while she was on this second-line therapy, she had three serial negative ctDNA assays, and then the fourth one was positive. This was two months before the patient had a scan that showed progression again. Dr. Rafeh Naqash: And Julia, like you mentioned, this is a small sample size, limited number of patients, in this case, one patient case scenario, but provides insights into other important aspects around escalation or de-escalation of therapy where perhaps ctDNA could be used as an integral biomarker rather than an exploratory biomarker. What are some of your thoughts around that and how is the breast cancer space? I know like in GI and bladder cancer, there has been a significant uptrend in MRD assessments for therapeutic decision making. What is happening in the breast cancer space? Dr. Julia Foldi: So, super interesting. I think this is where a lot of our different fields are going. In the breast cancer space, so far, I have seen a lot of escalation attempts. It is not even necessarily in this particular setting where we are looking at dynamics of ctDNA, but in the breast cancer world, of course, we have a lot of data on resistance mutations. I mentioned ESR1 mutation in a particular patient in our study. ESR1 mutations are very common in patients with ER-positive breast cancer who are on long-term endocrine therapy, and ESR1 mutations confer resistance to aromatase inhibitors. So, that is an area that there has been a lot of interest in trying to detect ESR1 mutations earlier and switching therapy early. So, this was the basis of the SERENA-6 trial, which was presented last year at ASCO and created a lot of excitement. This was a trial where patients had non-tumor-informed NGS-based Guardant assay sent every three to six months while they were on first-line endocrine therapy with a CDK4/6 inhibitor. If they had an ESR1 mutation detected, they were randomized to either continue the same endocrine therapy or switch to an oral SERD. The trial showed that the population of patients who switched to the oral SERD did better in terms of progression-free survival than those who stayed on their original endocrine therapy. There are a lot of questions about how to use this in routine practice. Of course, it is not trivial to be sending a ctDNA assay every three to six months. The rate of detection of these mutations was relatively low in that study; again, the incidence increases in later lines of therapy. So, there are a lot of questions about whether we should be doing this in all of our first-line patients. The other question is, even the patients who stayed on their original endocrine therapy were able to stay on that for another nine months. So, there is this question of: are we switching patients too early to a new line of therapy by having this escalation approach? So, there are a lot of questions about this. As far as I know, at least in our practice, we are not using this approach just yet to escalate therapy. Time will tell how this all pans out. But I think what is even more interesting is the de-escalation question, and I think that is where tumor informed assays like Signatera and the data that our study generated can be applied. Actually, our plan is to generate some prospective data in the lobular breast cancer population, and I have an ongoing study to do that, to really be able to tease out the early ctDNA dynamics as patients first start on endocrine therapy. So, this is patients who are newly diagnosed, they are just starting on their first-line endocrine therapy, and measure, with sensitive assays, measure ctDNA dynamics in the first few months of therapy. In those patients who have a really robust response, that is where I think we can really think about de-escalation. In the patients whose ctDNA goes to undetectable after just a few weeks of therapy with just an endocrine agent, they might not even need a CDK4/6 inhibitor in their first-line treatment. So, that is an area where we are very interested in our group, and I know that other groups are looking at this too, to try to de-escalate therapy in patients who clear their ctDNA early on. Dr. Rafeh Naqash: Thank you so much. Well, lots of questions, but at the same time, progress comes through questions asked, and your project is one of those which is asking an interesting question in a rarer cancer and perhaps will lead to subsequent improvement in how we monitor these individuals and how we escalate or de-escalate therapy. Hopefully, we will get to see more of what you are working on in subsequent submissions to JCO Precision Oncology and perhaps talk more about it in a couple of years and see how the space and field is moving. Thanks again for sharing your insights. I do want to take one to two quick minutes talking about you as an investigator, Julia. If you could speak to your career pathway, your journey, the pathway to mentorship, the pathway to being a mentor, and how things have shaped for you in your personal professional growth. Dr. Julia Foldi: Sure, yeah, that is great. Thank you. So, I had a little bit of an unconventional path to clinical medicine. I actually thought I was going to be a basic scientist when I first started out. I got a PhD in Immunology right out of college and was studying not even anything cancer-related. I was studying macrophage signaling in inflammatory diseases, but I was in New York City. This was right around the time that the first checkpoint inhibitors were approved. Actually, some of my friends from my PhD program worked in Jim Allison's lab, who was the basic scientist responsible for ipilimumab. So, I got to kind of first-hand experience the excitement around bringing something from the lab into the clinic that actually changed really the course of oncology. And so, I got very excited about oncology and clinical medicine. So, I decided to kind of switch gears from there and I went back to medical school after finishing my PhD and got my MD at NYU. I knew I wanted to do oncology, so I did a research track residency and fellowship combined at Yale. I started working early on with the breast cancer team there. At the time, Lajos Pusztai was the head of translational research there at Yale, and I started working with him early in my residency and then through my fellowship. I worked on several trials with him, including a neoadjuvant checkpoint inhibitor trial in triple-negative breast cancer patients. During my last year in fellowship, I received a Conquer Cancer Young Investigator Award to study estrogen receptor heterogeneity using spatial transcriptomics in this subset of breast cancers that have intermediate estrogen receptor expression. From there, I joined the faculty at the University of Pittsburgh in 2022. So, I have been there about almost four years at this point. My interests really shifted slowly from triple-negative breast cancers towards ER-positive breast cancers. When I arrived in Pittsburgh, I started working very closely with some basic and translational researchers here who are very interested in estrogen signaling and mechanisms of resistance to endocrine therapy, and there is a large group here interested in lobular breast cancers. During my training, I was not super aware even that lobular breast cancer was a unique subtype of breast cancers, and that is, I think, changing a little bit. There is a lot more awareness in the breast cancer clinical and research community about ILC being a unique subtype, but it is not even really part of our training in fellowship, which we are trying to change. But I have become a lot more aware of this because of the research team here and through that, I have become really interested also on the clinical side. And so, we do have a Lobular Breast Cancer Research Center of Excellence here at the University of Pittsburgh and UPMC, and I am the leader on the clinical side. We have a really great team of basic and translational researchers looking at different aspects of lobular breast cancers, and some of the work that I am doing is related to this particular manuscript we discussed and the next steps, as I mentioned, a prospective study of early ctDNA dynamics in lobular patients. I also did some more clinical research work in collaboration with the NSABP looking at long-term outcomes of patients with lobular versus ductal breast cancers in some of their older trials. And so, that is, in a nutshell, a little bit about how I got here and how I became interested in ILC. Dr. Rafeh Naqash: Well, thank you for sharing those personal insights and personal journey. I am sure it will inspire other trainees, fellows, and perhaps junior faculty in trying to find their niche. The path, as you mentioned, is not always straight; it often tends to be convoluted. And then finding an area that you are interested in, taking things forward, and being persistent is often what matters. Dr. Julia Foldi: Thank you so much for having me. It was great. Dr. Rafeh Naqash: It was great chatting with you. And thank you for listening to JCO Precision Oncology Conversations. Don't forget to give us a rating or review, and be sure to subscribe so you never miss an episode. You can find all ASCO shows at asco.org/podcasts. The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement.  

Waymo hat doch Menschen im Hintergrund: Remote-Operatoren auf den Philippinen übernehmen, wenn ein Fahrzeug nicht weiterkommt – inklusive Infinite-Money-Glitch über DoorDash. Anthropic sammelt weitere $30 Mrd. ein bei $380 Mrd. Bewertung – praktisch jeder große Investor ist dabei. Bloomberg berichtet vom Tabubruch, in OpenAI und Anthropic gleichzeitig zu investieren. X erreicht $1 Mrd. Subscription-ARR, lag als Twitter aber mal bei $5 Mrd. Werbeumsatz. Spotify behauptet, die besten Entwickler hätten seit Dezember keine Zeile Code geschrieben – die R&D-Kosten sind aber tatsächlich um fast 40% gesunken. OpenAI und Google warnen US-Abgeordnete vor chinesischer Modell-Destillation. Die EU eröffnet ein neues Antitrust-Verfahren gegen Googles Werbeauktionen, während AI Overviews das offene Web weiter austrocknen. Die FTC attackiert Apple News wegen angeblichem Links-Bias. Robinhood enttäuscht mit schwachem Krypto-Geschäft, Cloudflare glänzt mit 34% Umsatzwachstum und 40% Kundenwachstum. Die EPA streicht unter Trump die wissenschaftliche Basis für die Schädlichkeit von Treibhausgasen. Eine Juniper-Research-Studie zeigt: Jede 10. Social-Media-Anzeige in Europa ist ein Scam. 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) Waymo (00:08:59) Anthropic $30 Mrd. Funding (00:15:11) X erreicht $1 Mrd. Subscription ARR (00:18:02) Spotify: Beste Entwickler schreiben keinen Code mehr (00:21:07) Jonas Andrulis und Roland Berger Joint Venture (00:26:55) ai.com Domain für $70 Mio. verkauft (00:30:01) China destilliert OpenAI und Google Modelle (00:40:24) Distillation Attacks: Die Debatte um Content-Klau (00:41:59) Google Antitrust: EU untersucht Werbeauktionen (00:46:07) AI Overviews und das Sterben des Open Web (00:51:49) FTC vs. Apple News (01:07:34) Robinhood und Coinbase Earnings (01:13:12) Cloudflare Earnings (01:19:55) Verbraucherschutz: Elster Phishing und Scam Ads Studie (01:25:41) EPA streicht Klimaschutz-Grundlage Shownotes Waymo setzt menschliche Agenten im Ausland ein - cybernews.com Waymo stellt DoorDash-Fahrer ein, um Autotüren zu schließen. - x.com Anthropic schließt $30 Milliarden Finanzierungsrunde für KI-Startups ab. - cnbc.com Anthropic erhält $30 Milliarden in Serie-G-Finanzierung. - anthropic.com VCs brechen Tabu: Unterstützung für Anthropic und OpenAI. - bloomberg.com 1. X Subscriptions - theinformation.com Elon Musks xAI verliert zweiten Mitgründer in 48 Stunden. - businessinsider.com Spotify: Beste Entwickler schreiben seit Dezember keinen Code dank KI - techcrunch.com Roland Berger and Jonas Andrulis start start-up - handelsblatt.com AI domain - x.com OpenAI beschuldigt DeepSeek, US-Modelle zur Vorteilsgewinnung zu destillieren. - bloomberg.com Google says attackers used 100,000+ prompts to try to clone AI chatbot Gemini - nbcnews.com EU untersucht Google wegen Suchanzeigen-Preisen erneut auf Kartellverstöße - bloomberg.com Apple steht vor neuen Spannungen mit Trump-Regierung - ft.com FTC Apple - x.com Apple News bevorzugt linke Medien, schließt konservative aus: Studie - nypost.com Tech companies pressured to share data on Trump critics, according to reports - msn.com ‘What Oligarchy Looks Like' - commondreams.org Google übermittelte persönliche und finanzielle Daten eines Studentenjournalisten an ICE - techcrunch.com EPA - nbcnews.com Scam Ads - juniperresearch.com

Nach der letzten Sendung mit Stefan Waldhauser kamen viele Aktienwünsche aus den Kommentaren – und bei einigen haben bei Tobias Kramer sofort die Alarmglocken geläutet: Vieles wirkt einfach überteuert? Gleichzeitig ist „teuer“ ein Begriff, der zwei Ebenen hat: Unternehmenswert (Marktkapitalisierung bzw. Enterprise Value) und Bewertung der Aktie (Multiples wie KGV). In dieser Folge wird deshalb nicht „gefühlt“, sondern systematisch gefiltert: Ausgehend von Unternehmen mit mehr als 200 Mrd. US-Dollar Marktkapitalisierung wird bewusst nach hohen Bewertungen gesucht – mit einem klaren Kriterium: KGV > 40 - auf zwei verschiedenen Zeitebenen. Ergebnis: zehn Aktien, die diese Hürden erfüllen – mit einer Tabelle, die die wichtigsten Kennzahlen auf einen Blick zusammenführt (u.a. Trendindikator über die 200-Tage-Linie, Debt/EBITDA, Price/Sales, erwartetes Umsatz- und Gewinnwachstum sowie eine 3-Jahres-Perspektive auf das KGV. Der wertvollste teure Aktie, Tesla, wird genutzt, um die Logik der Tabelle zu erklären – inklusive der Frage, wie stark bei manchen Unternehmen heute bereits Zukunftsversprechen im Kurs eingepreist sind (z.B. neue Märkte wie autonomes Fahren oder humanoide Roboter). Danach folgt der Überblick über alle zehn Werte, die so wohl noch nie zusammengestellt wurden. Mit dabei sind unter anderem auch ASML, Palantir, Intel, Lam Research, GE Vernova und GE Aerospace. Drei Unternehmen werden anschließend ausführlicher eingeordnet: - Hermès als Luxus-Ausnahme mit starker Marke und Preissetzungsmacht – bei gleichzeitig begrenzter „Luft“ für weitere Multiple-Expansion. - Costco als extrem beliebtes Mitgliedschaftsmodell mit hoher Kundentreue und der Spagat zwischen Qualität, Execution und Multiple. - Walmart als zwar größte Vertriebsmaschine der Welt, bei der sich aber und die Bewertungsfrage aufdrängt, denn wieso notiert ein Lebensmittelhändler mit einem derartig hohen KGV? Am Ende steht wie immer die Einladung: Welche Auswertungen wären als Nächstes spannend (z.B. andere Marktkapitalisierungs-Schwellen oder Filterkombinationen) – und welche Aktien sollen in künftigen Folgen genauer auf den Prüfstand? Aktienmarkt, Marktanalyse, Börsenüberblick: Die 10 teuersten Aktien der Welt per Filter (Marktkapitalisierung, KGV, Forward-KGV) – Bewertung, Risiko-Management, Sektortrends und Echtgeld-Depot-Einordnung.

Daily Snippet vom 11.02.2026 n der Tech-Welt gibt es viel "Virtue Signaling". CEOs reden in Interviews gerne über KI, weil es cool klingt, aber Worte sind billig. Was Alphabet jetzt macht (20 Mrd. $ Schulden für 100 Jahre aufnehmen), ist echtes Commitment. Geld lügt nicht. Wenn solche Summen fließen, ist der Lärm vorbei und die Arbeit beginnt. Wie du diese Signale für dein Depot nutzt – Analyse im Audio!

Die Google-Konzernmutter Alphabet hat Anleihen im Wert von 32 Mrd. Dollar ausgegeben, darunter eine mit 100 Jahre Laufzeit. Gemäss Matthias Geissbühler, Anlagechef Raiffeisen, ist dieser Anlagehorizont nicht risikolos, da er stark von der technologischen Entwicklung sowie dem Zinsniveau abhängt. SMI +0.2%

Dr. Pedro Barata and Dr. Ugwuji Maduekwe discuss the evolving treatment landscape in gastroesophageal junction and gastric cancers, including the emergence of organ preservation as a selective therapeutic goal, as well as strategies to mitigate disparities in care. Dr. Maduekwe is the senior author of the article, "Organ Preservation for Gastroesophageal Junction and Gastric Cancers: Ready for Primetime?" in the 2026 ASCO Educational Book. TRANSCRIPT Dr. Pedro Barata: Hello, and welcome to By the Book, a podcast series from ASCO that features compelling perspectives from authors and editors of the ASCO Educational Book. I'm Dr. Pedro Barata. I'm a medical oncologist at University Hospitals Seidman Cancer Center and an associate professor of medicine at Case Western Reserve University in Cleveland, Ohio. I'm also the deputy editor of the ASCO Educational Book. Gastric and gastroesophageal cancers are the fifth most common cancer worldwide and the fourth leading cause of cancer-related mortality. Over the last decade, the treatment landscape has evolved tremendously, and today, organ preservation is emerging as an attainable but still selective therapeutic goal. Today, I'm delighted to be speaking with Dr. Ugwuji Maduekwe, an associate professor of surgery and the director of regional therapies in the Division of Surgical Oncology at the Medical College of Wisconsin. Dr. Maduekwe is also the last author of a fantastic paper in the 2026 ASCO Educational Book titled "Organ Preservation for Gastroesophageal Junction and Gastric Cancers: Ready for Prime Time?" We explore these questions in our conversations today.  Our full disclosures are available in the transcript of this episode as well. Welcome. Thank you for joining us today. Dr. Ugwuji Maduekwe: Thank you, Dr. Barata. I'm really, really glad to be here. Dr. Pedro Barata: There's been a lot of progress in the treatment of gastric and gastroesophageal cancers. But before we actually dive into some of the key take-home points from your paper, can you just walk us through how systemic therapy has emerged and actually allowed you to start thinking about a curative framework and really informing surgery decision-making? Dr. Ugwuji Maduekwe: Great, thank you. I'm really excited to be here and I love this topic because, I'm terrified to think of how long ago it was, but I remember in medical school, one of my formative experiences and why I got so interested in oncology was when the very first trials about imatinib were coming through, right? Looking at the effect, I remember so vividly having a lecture as a first-year or second-year medical student, and the professor saying, "This data about this particular kind of cancer is no longer accurate. They don't need bone marrow transplants anymore, they can just take a pill." And that just sounded insane. And we don't have that yet for GI malignancies. But part of what is the promise of precision oncology has always been to me that framework. That framework we have for people with CML who don't have a bone marrow transplant, they take a pill. For people with GIST. And so when we talk about gastric cancers and gastroesophageal cancers, I think the short answer is that systemic therapy has forced surgeons to rethink what "necessary" really means, right? We have the old age saying, "a chance to cut is a chance to cure." And when I started out, the conversation was simple. We diagnose the cancer, we take it out. Surgery's the default. But what's changed really over the last decade and really over the last five years is that systemic therapy has gotten good enough to do what is probably real curative work before we ever enter the operating room. So now when you see a patient whose tumor has essentially melted away on restaging, the question has to shift, right? It's no longer just, "Can I take this out?" It's "Has the biology already done the heavy lifting? Have we already given them systemic therapy, and can we prove it safely so that maybe we don't have to do what is a relatively morbid procedure?" And that shift is what has opened the door to organ preservation. Surgery doesn't disappear, but it becomes more discretionary. Necessary for the patients who need it, and within systems that can allow us to make sure that we're giving it to the right patients. Dr. Pedro Barata: Right, no, that makes total sense. And going back to the outcomes that you get with these systemic therapies, I mean, big efforts to find effective regimens or cocktails of therapies that allow us to go to what we call "complete response," right? Pathologic complete response, or clinical complete response, or even molecular complete response. We're having these conversations across different tumors, hematologic malignancies as well as solid tumors, right? I certainly have those conversations in the GU arena as well. So, when we think of pathologic CRs for GI malignancies, right? If I were to summarize the data, and please correct me if I'm wrong, because I'm not an expert in this area, the traditional perioperative chemo gives you pCRs, pathologic complete response, in the single digits. But then when you start getting smarter at identifying biologically distinct tumors such as microsatellite instability, for instance, now you start talking about pCRs over 50%. In other words, half of the patients' cancer goes away, it melts down by offering, in this case, immunotherapy as a backbone of that neoadjuvant. But first of all, this shift, right, from going from these traditional, "not smart" chemotherapy approaches to kind of biologically-driven approaches, and how important is pCR in the context of "Do I really need surgery afterwards?" Dr. Ugwuji Maduekwe: That's really the crux of the entire conversation, right? We can't proceed and we wouldn't be able to have the conversation about whether organ preservation is even plausible if we hadn't been seeing these rates of pathologic complete response. If there's no viable tumor left at resection, did surgery add something? Are we sure? The challenge before this was how frequently that happened. And then the next one is, as you've already raised, "Can we figure that out without operating?" In the traditional perioperative chemo era, pathologic complete response was relatively rare, like maybe one in twenty patients. When we go to more modern regimens like FLOT, it got closer to one in six. When you add immunotherapy in recent trials like MATTERHORN, it's nearly triple that rate. And it's worth noting here, I'm a health services-health disparities researcher, so we'll just pause here and note that those all sound great, but these landmark trials have significant representation gaps that limit and should inform how confidently we generalize these findings. But back to what you just said, right, the real inflection point is MSI-high disease where, with neoadjuvant dual-checkpoint blockade, trials like NEONIPIGAS and INFINITY show pCR rates that are approaching 50% to 60%. That's not incremental progress, that's a whole new different biological reality. What does that mean? If we're saying that 50% to 60% of the people we take to the OR at the time of surgery will end up having no viable tumor, man, did we need to do a really big surgery? But the problem right now is the gold standard, I think we would mostly agree, the gold standard is pathologic complete response, and we only know that after surgery. I currently tell my patients, right, because I don't want them to be like, "Wait, we did this whole thing." I'm like, "We're going to do this surgery, and my hope is that we're going to do the surgery and there will be no cancer left in your stomach after we take out your stomach." And they're like, "But we took out my stomach and you're saying it's a good thing that there's no cancer." And yes, right now that is true because it's a measure of the efficacy of their systemic therapy. It's a measure of the biology of the disease. But should we be acting on this non-operatively? To do that, we have to find a surrogate. And the surrogate that we have to figure out is complete clinical response. And that's where we have issues with the stomach. In esophageal cancer, the preSANO protocol, which we'll talk about a little bit, validated a structured clinical response evaluation. People got really high-quality endoscopies with bite-on biopsies. They got endoscopic ultrasounds. They got fine-needle aspirations and PET-CT, and adding all of those things together, the miss rate for substantial residual disease was about 10% to 15%. That's a number we can work with. In the stomach, it's a lot more difficult anatomically just given the shape of people's stomachs. There's fibrosis, there's ulceration. A fair number of stomach and GEJ cancers have diffuse histology which makes it difficult to localize and they also have submucosal spread. Those all conceal residual disease. I had a recent case where I scoped the patient during the case, and this person had had a 4 cm ulcer prior to surgery, and I scoped and there was nothing visible. And I was elated. And on the final pathology they had a 7 cm tumor still in place. It was just all submucosal. That's the problem. I'm not a gastroenterologist, but I would have said this was a great clinical response, but because it's gastric, there was a fair amount of submucosal disease that was still there. And our imaging loses accuracy after treatment. So the gap between what looks clean clinically and what's actually there pathologically remains very wide. So I think that's why we're trying to figure it out and make it cleaner. And outside of biomarker-selected settings like MSI-high disease, in general, I'm going to skip to the end and our upshot for the paper, which is that organ preservation, I would say for gastric cancer particularly, should remain investigational. I think we're at the point where the biology is increasingly favorable, but our means of measurement is not there yet. Dr. Pedro Barata: Gotcha. So, this is a perfect segue because you did mention the SANO, just to spell it out, "Surgery As Needed for Oesophageal" trial, so SANO, perfect, I love the abbreviation. It's really catchy. It's fantastic, it's actually a well-put-together perspective effort or program applying to patients. And can you tell us how was that put together and how does that work out for patients? Dr. Ugwuji Maduekwe: Yeah, I think for those of us in the GI space, we have SANO and then we also have the OPRA for rectum. SANO for the upper GI is what takes organ preservation from theory to something that's clinically credible. The trial asked a very simple question. If a patient with a GEJ adenocarcinoma or esophageal adenocarcinoma achieved what was felt to be a clinical complete response after chemoradiation, would they actually benefit from immediate surgery? And the question was, "Can you safely observe?" And the answer was 'yes'. You could safely observe, but only if you do it right. And what does that mean? At two years, survival with active surveillance was not inferior to those who received an immediate esophagectomy. And those patients had a better early quality of life. Makes sense, right? Your quality of life with an esophagectomy versus not is going to be different. That matters a lot when you consider what the long-term metabolic and functional consequences of an esophagectomy are. The weight loss, nutritional deficiencies that can persist for years. But SANO worked because it was very, very disciplined and not permissive. You mentioned rigor. They were very elegant in their approach and there was a fair amount of rigor. So there were two main principles. The first was that surveillance was front-loaded and intentional. So they had endoscopies with biopsies and imaging every three to four months in the first year and then they progressively spaced it out with explicit criteria for what constituted failure. And then salvage surgery was pre-planned. So, the return-to-surgery pathway was already rehearsed ahead of time. If disease reappeared, take the patient to the OR within weeks. Not sit, figure out what that means, think about it a little bit and debate next steps. They were very clear about what the plan was going to be. So they've given us this blueprint for, like, watching people safely. I think what's remarkable is that if you don't do that, if you don't have that infrastructure, then organ preservation isn't really careful. It's really hopeful. And that's what I really liked about the SANO trial, aside from, I agree, the name is pretty cool. Dr. Pedro Barata: Yeah, no, that's a fantastic point. And that description is spot on. I am thinking as we go through this, where can this be adopted, right? Because, not surprisingly, patients are telling you they're doing a lot better, right, when you don't get the esophagus out or the stomach out. I mean, that makes total sense. So the question is, you know, how do you see those issues related to the logistics, right? Getting the multi-disciplinary team, getting the different assessments of CR. I guess PETs, a lot of people are getting access to imaging these days. How close do you think this is, this kind of program, to be implemented? And maybe I would assume it might need to be validated in different settings, right, including the community. How close or how far do you think you see that being applied out there versus continuing to be a niche program, watch and wait program, in dedicated academic centers? Dr. Ugwuji Maduekwe: I love this question. So I said at the top of this, I'm a health equity/health disparities researcher, and this is where I worry the most. I love the science of this. I'm really excited about the science. I'm very optimistic. I don't think this is a question of "if," I think it's a question of "when." We are going to get to a point where these conversations will be very, very reasonable and will be options. One of the things I worry about is: who is it going to be an option for? Organ preservation is not just a treatment choice, and I think what you're pointing out very rightly is it's a systems-level intervention. Look at what we just said for SANO. Someone needs to be able to do advanced endoscopy, get the patients back. We have to have the time and space to come back every three to four months. We have to do molecular testing. There needs to be multi-disciplinary review. There needs to be intensive surveillance, and you need to have rapid access to salvage surgery. Where is that infrastructure? In this country, it's mostly in academic centers. I think about the panel we had at ASCO GI, which was fantastic. And as we were having the conversation, you know, we set it up as a debate. So folks were debating either pro-surveillance or pro-surgery. But both groups, both people, were presenting outcomes based on their centers. And it was folks who were fantastic. Dr. Molena, for example, from Memorial Sloan Kettering was talking about their outcomes in esophagectomies [during our session at GI26], but they do hundreds of these cases there per year. What's the reality in this country? 70% to 80% to 90%, depending on which data you look at, of the gastrectomies in the United States occur at low-volume hospitals. Most of the patients at those hospitals are disproportionately uninsured or on government insurance, have lower income and from racial and ethnic minority groups. So if we diffuse organ preservations without the system to support it, we're going to create a two-tiered system of care where whether you have the ability to preserve your organs, to preserve bodily integrity, depends on where you live and where you're treated. The other piece of this is the biomarker testing gap. One of the things that, as you pointed out at the beginning, that's really exciting is for MSI-high tumors. Those are the patients that are most likely to benefit from immunotherapy-based organ preservation. But here's the problem. If the patient isn't tested at time of initial diagnosis before they ever see me as a surgeon, the door to organ preservation is closed before it's ever open. And testing access remains very inconsistent across academic networks. And then there's the financial toxicity piece where, for gastrectomy, pancreatectomy, I do peritoneal malignancies, more than half of those patients experience significant financial toxicity related to their cancer treatment. We're now proposing adding at least two years, that's the preliminary information, right? It's probably going to be longer. At least a couple of years of surveillance visits, repeated endoscopies, immunotherapy costs. How are we going to support patients through that? We're going to have to think about setting up navigation support, geographic solutions, what financial counseling looks like. My patient for clinic yesterday was driving to see me, and they were talking about how they were sliding because it was snowing. And they were sliding for the entire three-hour drive down here. Are we going to tell people like that that they need to drive down to, right, I work at a high-volume center, they're going to need to come here every three months, come rain or snow, to get scoped as opposed to the one-time having a surgery and not needing to have the scopes as frequently? My concern, like I said, I'm an optimist, I think it is going to work. I think we're going to figure out how to make it work. I'm worried about whether when we deploy it, we widen the already existing disparities. Dr. Pedro Barata: Gotcha, and that's a fantastic summary. And as I'm thinking also of what we've been talking in other solid tumors, which one of the following do you think is going to evolve first? So we are starting to use more MRD-based assays, which are based on blood test, whether it's a tumor-informed ctDNA or non-informed. We are also trying to get around or trying to get more information response to systemic therapies out of RNA-seq through gene expression signatures, or development of novel therapeutics which also can help you there. Which one of these areas you think you're going to help this SANO-like approach move forward, or you actually think it's actually all of the above, which makes it even more complicated perhaps? Dr. Ugwuji Maduekwe: I think it's going to be all of the above for a couple of reasons. I would say if I had to pick just one right now, I think ctDNA is probably the most promising and potentially the missing piece that can help us close the gap between clinical and pathologic response. If you achieve clinical complete response and your ctDNA is negative, so you have clinical and molecular evidence of clearance, maybe that's a low-risk patient for surveillance. If you have clinical complete response but your ctDNA remains positive, I would say you have occult molecular disease and we probably need intensified therapy, closer monitoring, not observation. I think the INFINITY trial is already incorporating ctDNA into its algorithm, so we'll know. I don't think we're at the point where it alone can drive surgical decisions. I think it's going to be a good complement to clinical response evaluation, not a replacement. The issue of where I think it's probably going to be multi-dimensional is the evidence base: who are we testing? Like, what is the diversity, what is the ancestral diversity of these databases that we're using for all of these tests? How do we know that ctDNA levels and RNA-seq expression arrays are the same across different ancestral groups, across different disease types? So I think it's probably going to be an amalgam and we're going to have to figure out some sort of algorithm to help us define it based on the patient characteristics. Like, I think it's probably different, some of this stuff is going to be a little bit different depending on where in the stomach the cancer is. And it's going to be a little bit more difficult to figure out if you have a complete clinical response in the antrum and closer to the pylorus, for example. That might be a little bit more difficult. So maybe the threshold for defining what a clinical complete response needs to be is higher because the therapeutic approach there is not quite as onerous as for something at the GE-junction. Dr. Pedro Barata: Wonderful. And I'm sure AI, whether it's digitization of the pathology from the biopsies and putting all this together, probably might play a role as well in the future.  Dr. Maduekwe, it's been fantastic. Thank you so much for sharing your insights with us and also congrats again for the really well-done review published.  For our listeners, thank you for staying with us. Thank you for your time. We will post a link to this fantastic article we discussed today in the transcript of this episode. And of course, please join us again next month on the By the Book Podcast for more insights on key advances and innovations that are shaping modern oncology. Thank you, everyone. Dr. Ugwuji Maduekwe: Thank you. Thank you for having me. Watch the ASCO GI26 session: Organ Preservation for Gastroesophageal and Gastric Cancers: Ready for Primetime? Disclaimer: The purpose of this podcast is to educate and to inform. This is not a substitute for professional medical care and is not intended for use in the diagnosis or treatment of individual conditions. Guests on this podcast express their own opinions, experience, and conclusions. Guest statements on the podcast do not express the opinions of ASCO. The mention of any product, service, organization, activity, or therapy should not be construed as an ASCO endorsement. Follow today's speakers:          Dr. Pedro Barata   @PBarataMD    Dr. Ugwuji Maduekwe @umaduekwemd Follow ASCO on social media:          @ASCO on X (formerly Twitter)          ASCO on Bluesky         ASCO on Facebook          ASCO on LinkedIn          Disclosures:       Dr. Pedro Barata:   Stock and Other Ownership Interests: Luminate Medical   Honoraria: UroToday   Consulting or Advisory Role: Bayer, BMS, Pfizer, EMD Serono, Eisai, Caris Life Sciences, AstraZeneca, Exelixis, AVEO, Merck, Ipson, Astellas Medivation, Novartis, Dendreon   Speakers' Bureau: AstraZeneca, Merck, Caris Life Sciences, Bayer, Pfizer/Astellas   Research Funding (Inst.): Exelixis, Blue Earth, AVEO, Pfizer, Merck    Dr. Ugwuji Maduekwe: Leadership: Medica Health Research Funding: Cigna    

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Die Futures waren über Nacht deutlich schwächer, mit einem Bitcoin bei zeitweise knapp 60.000 US-Dollar. Wir haben seitdem eine deutliche Erholung von den Tiefs gesehen, mit Kryptos und dem Tech-Sektor freundllich. Die Woche war trotzdem hart, mit einem Verlust von rund 25 Prozent für Bitcoin. Die Aktien des Software-Sektors haben in den ersten vier Handelstagen der Woche über 660 Mrd. US-Dollar an Börsenwert verloren. Technisch ist das Umfeld weiterhin angeschlagen, was für eine anhaltend hohe Volatilität spricht. Amazon steht wegen der extrem hohen Capex-Investitionen unter Druck. Bedenkt man, dass Google 180 Mrd. US-Dollar in diesem Jahr investieren wird, sollten die Aktien aus dem Bereich KI-Infrastruktur anheben. Ansonsten sind die Reaktionen auf die seit gestern Abend gemeldeten Ergebnisse überwiegend positiv. Die Aktien von AutoNation, Fortinet, Roblox und Reddit tendieren freundlich. Außerdem betont Strategy, dass erst bei einem Bitcoin von 8.000 US-Dollar Probleme in der Bilanzauftreten. Die in der Bilanz liegenden Bitcoin wurden im Schnitt zu 76.000 US-Dollar erworben. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

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Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Waymo will Mega-Bewertung. Trump will seltene Erden und NVIDIA wohl doch keine 100 Mrd. $ in OpenAI pumpen. Disney hat gute Zahlen, aber bald keinen CEO mehr. Oracle hat immer mehr Schulden, BYD verkauft immer weniger. SpaceX und xAI gehen zusammen. Palantir (WKN: A2QA4J) war zuletzt auch wegen US-Behörde ICE im Mittelpunkt. Gestern nach US-Börsenschluss kamen die Zahlen. Wir sagen euch, wie das Business läuft. Die reichste Frau Deutschlands Susanne Klatten hat alle ihre Aktien von Nordex (WKN: A0D655) verkauft. Ein Warnsignal? Eher nicht, denn operativ läuft es so gut wie lange nicht. Diesen Podcast vom 03.02.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Elon Musk fusioniert seine Raumfahrt-Firma Space X und sein Unternehmen im Bereich künstlicher Intelligenz xAI. Zusammen mit der Plattform X entsteht ein Konstrukt im Wert von 1250 Mrd. Dollar. Seine Vision: Space-X-Raketen zu verwenden, um auf dem Mond KI-Rechenzentren zu bauen und zu betreiben. SMI -0.3%

SpaceX soll mit XAI verschmolzen werden. Anthropic überrascht und sammelt statt 10 Milliarden gleich 20 Milliarden ein, prognostiziert 55 Milliarden Umsatz für 2027. OpenAI plant sein IPO für Q4 2026 und arbeitet an einer 100-Milliarden-Runde mit Amazon, Nvidia und Softbank. Microsoft: 45% der zukünftigen Cloud-Umsätze kommen allein von OpenAI. Tesla meldet eines der schwächsten Quartale – in Europa brechen die Verkäufe um bis zu 70% ein wegen Elon Musks politischem Engagement. SAP stürzt 16% ab nach enttäuschenden Cloud-Zahlen. Der CISA-Chef hat vertrauliche Homeland-Security-Daten in ChatGPT hochgeladen. Meta testet Premium-Abos für Instagram, Facebook und WhatsApp. 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) Intro & Dry January (00:02:48) Christian Lindner blockt Pip (00:05:58) Elon Musk: SpaceX-XAI-Tesla Merger? (00:12:10) Apple kauft QAI für 2 Mrd. (00:15:02) Meta testet Premium-Abos (00:17:53) KI in der Produktentwicklung (00:21:04) OpenAI IPO-Pläne & 100 Mrd. Runde (00:23:58) Aleph Alpha (00:55:26) Neom/The Line (00:59:27) Microsoft Earnings (01:05:22) Meta Earnings (01:11:03) Tesla Earnings (01:18:10) SAP Earnings (01:19:29) Samsung Rekordquartal (01:21:30) Verbraucherschutz: Signal-Phishing bei Journalisten (01:24:29) Tokenisierte Wertpapiere und Regulierung (01:25:33) Grok/X: Visa & Mastercard ignorieren CSAM (01:28:23) Meta: Zuckerberg ignorierte KI-Chatbot-Warnung (01:30:44) Data Center Werbekampagnen (01:32:03) Shein EU-Untersuchung & Meta WhatsApp-Zugriff (01:34:28) Das Letzte: Melania-Film & CISA-Chef ChatGPT-Fail (01:40:45) Politische Spenden und deren Einfluss (01:45:31) RobCo 100 Mio. Series C (01:53:28) Apple Earnings (01:55:51) US Trade Deficit auf Höchststand Shownotes SpaceX erwägt Fusion mit Tesla oder xAI - bloomberg.com Apple Q.AI Übernahme - ft.com Meta to test premium subscriptions - techcrunch.com Anthropic Funding - ft.com Anthropic Hikes 2026 Revenue Forecast 20% - theinformation.com OpenAI und Anthropic im Rennen um IPO - wsj.com Nvidia, Microsoft, Amazon in Talks to Invest Up to $60 Billion in OpenAI - theinformation.com Amazon plant Investition in OpenAI - wsj.com OpenAI plant biometrisches soziales Netzwerk gegen X-Bot-Problem - forbes.com Bosch verkauft Aleph Alpha Anteile an Schwarz Gruppe - faz.net Neom Projekt - ft.com Microsoft Marktkapitalisierung und Gewinne - cnbc.com Microsoft Earnings - ft.com LinkedIn erreicht erstmals 5 Mrd. Quartalsumsatz - geekwire.com Produktionsende für Tesla Model S und X - cnbc.com SAP Earnings - ft.com Signal Scam - linkedin.com Signal Scam- linkedin.com SEC klärt Regeln für tokenisierte Aktien, verschärft Überwachung. - coindesk.com Zahlungsmethoden und CSAM-Erkennung - theverge.com Gericht blockiert Chatbot-Beschränkungen für Minderjährige - reuters.com Meta startet Werbekampagne für Rechenzentren - theverge.com EU-Untersuchung gegen Shein möglich - reuters.com US-Untersuchung zu WhatsApp-Datenschutz - bloomberg.com Melania Trump-Dokumentarfilm verspottet wegen leerer Kinovorführungen. - gbnews.com Amazons 35-Millionen-Dollar-„Melania“ - nytimes.com Wie viel kann ein Präsident verdienen? - nytimes.com Party donations 2025: AfD large donations skyrocket - lobbycontrol.de Diese Entwicklung sollte jeden Amerikaner beunruhigen. - x.com Trump Cybersicherheit Sensible Materialien ChatGPT - independent.co.uk Marktführer Robitik Robco- handelsblatt.com US-Handelsdefizit wächst am stärksten seit 34 Jahren - reuters.com im Loop Podcast - finanzfluss.de Tim Gabel Podcast mit Pip – Youtube

Tim Lu, CEO of Senti Bio, joins In Vivo to discuss how programmable cell therapies are solving oncology's targeting problem. Lu explains the logic-gated approach behind SENTI-202, an allogeneic CAR-NK therapy for relapsed/refractory AML that achieved 50% response rates in Phase 1 while avoiding the dose-limiting toxicities that have plagued other AML cell therapies. We cover the Phase 1 ASH 2025 data showing 39% complete remission rates (all MRD-negative) with 7.6-month median duration, the rationale for using NK cells over T cells, and why synthetic biology's three-target logic gates can distinguish cancer from healthy bone marrow cells. Lu also discusses plans for pivotal trials following RMAT designation, expansion into solid tumors, and where biotech innovation is accelerating versus where clinical translation bottlenecks remain. For biopharma professionals tracking cell therapy innovation, synthetic biology applications, and AML treatment advances.

Feeling overwhelmed by the rapid pace of change in multiple myeloma? ASH 2025 delivered potentially practice-changing data that could redefine second-line therapy and beyond. In this episode, we sat down with myeloma specialist Dr. Ben Derman from the University of Chicago to dissect the most critical studies. We moved from the controversial treatment of high-risk smoldering myeloma to head-to-head comparisons in newly diagnosed disease, and finally, to the groundbreaking bispecific antibody data that is set to revolutionize care at first relapse. Key topics covered in this episode: ● AQUILA update: Daratumumab in high-risk smoldering myeloma, and the ongoing clinical dilemma ● COBRA: Is KRD superior to VRD in newly diagnosed multiple myeloma? Unpacking the MRD and PFS data. ● TecLILLE: A first look at Teclistamab + Daratumumab in frontline, transplant-ineligible patients. ● MajesTEC-3: PFS and OS data for Teclistamab + Daratumumab in first relapse, and its impending FDA approval. Tune in for this expert breakdown to navigate the new myeloma landscape with confidence. Follow us on social media: •⁠  ⁠X/Twitter: https://twitter.com/oncbrothers •⁠  ⁠Instagram: https://www.instagram.com/oncbrothers •⁠  Website: https://oncbrothers.com/ Subscribe for more deep dives into treatment algorithms and major conference highlights! #OncologyBrothers #ASH2025 #MultipleMyeloma #Myeloma #SmolderingMyeloma #BispecificAntibody #Teclistamab #Daratumumab #CART

"[Multiple myeloma] is very treatable, very manageable, but right now it is still considered an incurable disease. So, patients are on this journey with myeloma for the long term. It's very important for us to realize that during their journey, we will see them repeatedly. They are going to be part of our work family. They will be with us for a while. I think it's our job to be their advocate. To be really focused on not just the disease, but periodically assessing that financial burden and psychosocial aspect," Ann McNeill, RN, MSN, APN, nurse practitioner at the John Theurer Cancer Center at Jersey Shore University Medical Center in Neptune, NJ, told Lenise Taylor, MN, RN, AOCNS®, TCTCN™, oncology clinical specialist at ONS, during a conversation about multiple myeloma. Music Credit: "Fireflies and Stardust" by Kevin MacLeod Licensed under Creative Commons by Attribution 3.0  Earn 0.75 contact hours of nursing continuing professional development (NCPD) by listening to the full recording and completing an evaluation at courses.ons.org by January 16, 2027. The planners and faculty for this episode have no relevant financial relationships with ineligible companies to disclose. ONS is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center's Commission on Accreditation. Learning outcome: Learners will report an increase in knowledge related to the pathophysiology and diagnosis of multiple myeloma. Episode Notes  Complete this evaluation for free NCPD. ONS Podcast™ episodes: Episode 332: Best Nursing Practices for Pain Management in Patients With Cancer Episode 256: Cancer Symptom Management Basics: Hematologic Complications Episode 192: Oncologic Emergencies 101: Hypercalcemia of Malignancy ONS Voice articles: AI Multiple Myeloma Model Predicts Individual Risk, Outcomes, and Genomic Implications Cancer Mortality Declines Among Black Patients but Remains Disproportionately High Financial Navigation During Hematologic Cancer Saves Patients and Caregivers $2,500 Multiple Myeloma: Detecting Genetic Changes Through Bone Marrow Biopsy and the Influence on Care Multiple Myeloma Prevention, Screening, Treatment, and Survivorship Recommendations Nurse-Led Bone Marrow Biopsy Clinics Truncate Time for Testing, Treatment Diagnose and Treat Hypercalcemia of Malignancy ONS books: BMTCN® Certification Review Manual (second edition) Multiple Myeloma: A Textbook for Nurses (third edition) Clinical Journal of Oncology Nursing articles: African American Patients With Multiple Myeloma: Optimizing Care to Decrease Racial Disparities Music Intervention: Nonpharmacologic Method to Reduce Pain and Anxiety in Adult Patients Undergoing Bone Marrow Procedures Other ONS resources: Financial Toxicity Huddle Card Hypercalcemia of Malignancy Huddle Card Hematology, Cellular Therapy, and Stem Cell Transplantation Learning Library American Cancer Society article: What Is Multiple Myeloma? Blood Cancer United educational resources page International Myeloma Foundation homepage Myeloma University homepage Multiple Myeloma Research Foundation (MMRF) article: Understanding Multiple Myeloma To discuss the information in this episode with other oncology nurses, visit the ONS Communities.  To find resources for creating an ONS Podcast club in your chapter or nursing community, visit the ONS Podcast Library. To provide feedback or otherwise reach ONS about the podcast, email pubONSVoice@ons.org. Highlights From This Episode "Epidemiologically, myeloma is a cancer of older adults. The median age is about 69. It is more common in men than women. It's a ratio of about three men to two women that are diagnosed. It is much more common in people of African American descent with increasing global incidence linked to aging populations. Although, the highest rates are in high-income countries. So, if we look at some of the risk factors, and several have been identified, including MGUS. MGUS is a benign precursor of myeloma, and it stands for monoclonal gammopathy of undetermined significance. Older age is also a risk factor, although we do see patients that are younger who are diagnosed with myeloma." TS 1:54 "Bone pain, specifically in the back, and fatigue, are very common symptoms that relate to things that are going on behind the scenes with myeloma. But also, patients can be bothered by frequent and long-lasting infections. So, they find that they get sick more frequently than their family and friends, and they take a longer time to recover. That could also be a presenting sign. I think there can be some presenting signs and symptoms related to electrolyte abnormalities, especially in later stages. They might be nauseated, vomiting, or constipated. Also, signs and symptoms related to cytopenias. You have to remember that this is a bone marrow cancer. So, we do have some problem with development of normal blood cells. So, we can see not only infections, but bleeding issues related to thrombocytopenia and factors related to anemia from low red blood cell counts." TS 7:15 "About 20%–25% of our patients who are diagnosed are asymptomatic. They have no symptoms. They're living their lives, they're going to work or they're traveling, playing golf on the weekends, taking care of their children or grandchildren. They are just living their lives. And at times, they go to the primary care physician and then they're referred to a hematologist-oncologist, and they're pretty surprised when they're sent to a cancer center. The way they are diagnosed in this matter is that their routine lab work, the complete blood cell count may be normal, there may be some slight differences in their hemoglobin. But what we see in the chemistry, the complete metabolic panel, is an elevation in their total protein and or an elevation of the total globulins." TS 9:22 "The bone marrow biopsy serves many purposes. You want to determine the percentage of bone marrow plasma cells. So, you want to get the degree of plasmacytosis. And then you want to do really specific tests on those plasma cells. So, you want to isolate the malignant plasma cells and determine, via analysis. So, we do the karyotype, chromosomal studies, fluorescence in situ hybridization (FISH) studies, immunohistochemistry studies, and molecular studies. All of these studies are looking for specific genetic changes in the myeloma cells—looking for translocations or deletions. And it's very important to get that information because we can put patients in a category of having standard-risk disease versus high-risk disease. And that can give us a better picture of what this patient's journey with myeloma may look like." TS 13:41 "When I used to work in lymphoma, I spoke with the physicians who were lymphoma specialists, and they said that they foresee a future in having these assays that detect circulating tumor cells actually take the place of imaging studies like restaging positron-emission tomography (PET), computed tomography (CT) scans. So, it's really amazing, these tests that are on the market now and maybe not as widespread as we'd like, but there's a lot of nice assays out there that will become more popular and used more commonplace in the future that I think are going to help identify myeloma more precisely. ... If you think about myeloma, even with measurable residual disease (MRD), MRD for leukemia, for lymphoma, you take a blood sample, you test it for MRD. For myeloma, you need a bone marrow biopsy. You need a bone marrow sample. You can't do MRD on a blood sample for myeloma. Not yet. But if we perfect these assays and we can eventually detect this, then you're looking at a whole new ballgame. You can even perfect your MRD testing as well. So, it's a very exciting time for some of these heme malignancies." TS 28:09