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2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta's ambitious spending plan sending the stock down -Microsoft's and Alphabet's earnings and outlook getting mixed reviews -One year without Brian Niccol at Chipotle -One year with Brian Niccol at Starbucks Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Fed cut by 25bps as expected, subject to 50bps and U/C dissent, announced it will end the balance sheet drawdown.Chair Powell struck a hawkish tone around December, weighing on stocks, USTs & XAU while the USD benefited.Trump said the meeting with Xi was amazing & lots of decisions were made, he rated the meeting a 12/10.BoJ held rates, Takata & Tamura dissented, favouring a hike; support seen in JGBs afterwards as the statement avoided any overtly hawkish signal.European futures point to a positive cash open, US futures are gradually rebounding following Powell and the first Mag 7 numbers; GOOGL +7% after-hours, MSFT -3%, META -6%Crude benchmarks faded some of the gains seen after the EIA report, XAU hit by Powell but off lows, base metals followed the risk tone.Looking ahead, highlights include Spanish Flash HICP (Oct), German Unemployment (Sep), Flash GDP (Q3), Prelim. CPI (Oct), EZ Final Consumer Confidence (Oct), Japanese Tokyo CPI (Oct) & Unemployment Rate (Sep), (Suspended Releases: US GDP & PCE (Q3), Weekly Claims), Events: ECB Policy Announcement, Comments from BoJ Governor Ueda, ECB President Lagarde, Fed's Logan & Bowman, Supply from Italy.Earnings from Amazon, Apple, Coinbase, Reddit, MicroStrategy, Cloudflare, Riot Platforms, Eli Lilly, Merck, Comcast, Roblox, Mastercard, Standard Chartered, Shell, Kion, Lufthansa, Volkswagen, Puma & ING.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Trump said the meeting with Xi was amazing & lots of decisions were made, he rated the meeting a 12/10; US-China agree 1-year trade truce.European bourses are broadly lower, US equity futures are mixed; META -8.8%, MSFT -2.3%, GOOGL +6.9% post-earnings.JPY struggles after BoJ kept rates steady and avoided any overt hawkish commentary; Ueda said no pre-set idea about timing of next rate hike. USD manages to hold onto post-FOMC spoils.Global benchmarks (ex-JGBs) remain soft post-FOMC; EGBs pressured into the ECB.XAU returns back above USD 4k/oz following hawkish Fed cut, crude remain rangebound.Looking ahead, Looking ahead, highlights include Japanese Tokyo CPI (Oct) & Unemployment Rate (Sep), (Suspended Releases: US GDP & PCE (Q3), Weekly Claims), Events: ECB Policy Announcement, Comments from ECB President Lagarde, Fed's Logan & Bowman.Earnings from Amazon, Apple, Coinbase, Reddit, MicroStrategy, Cloudflare, Riot Platforms, Eli Lilly, Comcast, Roblox, Mastercard.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today's most dynamic topics. In our discussion, Obinna outlines the IFC's role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC's structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC's role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC's investment approach and capital structure, and Obinna's Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC's sustainability criteria. Obinna summarizes the IFC's market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC's initiatives to expand generation and grid capacity in Africa, and the Middle East's bid to be a ‘Switzerland of AI Infrastructure.' We ended by asking Obinna for key trends he's watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can't thank Obinna enough for joining and sharing his insights. We look forward to staying in touch. Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend's OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei's party scored a major win in Argentina's legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week's move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke
Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed's next move to the on-the-ground impact for contractors, biotechs, and housing. Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's show:Australia has accused Microsoft of employing a dark pattern… Hear why Jason says these kinds of sneaky tactics aren't usually worth it.It's a brand-new Monday TWiST and it's PACKED with news. In addition to Australia's allegations against MSFT, we're looking at Chinese drone fails and wondering how live experiences will change in the age of AI.PLUS has Tesla finally “solved” FSD after years of promises? Does it matter that so much of Mercor's revenue goes back out to contractors? Do Chinese LLMs have a major advantage when it comes to the stock market over Western counterparts? Why Jason avoids overseas deals when he doesn't speak the language or know the culture. And much more!Timestamps:(00:03:44) Fall is here! And Jason is already looking ahead to “BFCM” and the holiday season.(00:07:13) We're bringing back the TWiSTies and a Prediction 2026 show(00:07:33) People are using AI to create fake receipts for fraudulent invoices!(10:00) Pipedrive - Bring clarity and control to your sales process with Pipedrive, the #1 CRM for small and medium sized businesses. Supercharge your sales today. Start with a 30-day free trial at pipedrive.com/twist.(00:14:23) It's earnings week for Meta AND Alphabet AND Microsoft AND AMAZON!(00:19:55) What happened with the disastrous Chinese drone and fireworks show?(20:00) Monarch - Thanks to our partner, Monarch! Try the app and get 50% off your first year by visiting monarchmoney.com/twist.(00:27:37) Why Jason thinks live experiences are going to get much bigger and more impressive in the age of AI(00:29:34) Why Tesla is training FSD on synthetic data now… Has FSD finally been “solved”?(30:00) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit https://www.aws.amazon.com/startups/credits(00:45:10) What's going on with these new Sequoia funds? Jason unpacks the strategy…(00:50:50) Jason doesn't like to invest overseas unless he speaks the language and knows the culture(00:51:11) Jason's thoughts on the controversy surrounding Sequoia partner Shaun Maguire's comments(00:58:34) Mercor pays out 60-70% of its toppling revenue to contractors… does this MATTER?(01:06:14) Do Chinese LLMs have a major advantage when it comes to investing? (Humans are now betting on all this on PolyMarket)(01:09:45) Australia alleges that Microsoft is employing a dark pattern… why Jason says that's a problem.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit https://www.aws.amazon.com/startups/creditsMonarch Money - Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/TWISTPipedrive - Bring clarity and control to your sales process with Pipedrive, the #1 CRM for small and medium sized businesses. Supercharge your sales today. Start with a 30-day free trial at pipedrive.com/twist.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMIONAmazon to announce largest layoffs in company history, in AI push. WHO DO YOU BLAME?Former CEO Jeff BezosAICovid (This wave of layoffs results from overhiring during the pandemic)Executive Chair and largest shareholder Jeff BezosF5 Expects Revenue Hit From Cyber Attack. F5, a $20B billion technology company with impressive gross profit margins of 81%, experienced a cybersecurity incident involving unauthorized access to certain company systems by a sophisticated nation-state threat actor. WHO DO YOU BLAME?The Risk committee: Dreyer, Klein, Montoya, Budnik*Chair Marianne Budnik is deemed to have Cybersecurity experience because she serves as a Chief Marketing Officer in the cybersecurity industryPeter Klein was the CFO at Microsoft for less than 4 years, then was the CFO for WME for 6 months and then has only been a director since 2014.Risk committee member Michael Montoya specifically. F5 revealed that the director mysteriously resigned in the same filing it disclosed the cyberattack, despite having served for only 4 years. According to the proxy, had “extensive experience as an information security executive.” Following his resignation from the Board, Mr. Montoya continued his service with the Company and has been appointed as F5's Chief Technology Operations Officer.The entire board, for doing dumb modern day board things: announced that CEO François Locoh-Donou, would assume the additional role of Chair of the Board following the Company's next Annual Meeting of Shareholders 12 days after they announced the cyberattack.Investors. 98% YES average this year: 7 over 99.2%, including Risk Committee Chair Marriane Budnik with 99.6%. Nobody feels like they have to work hard to impress anyoneF5! It's a god damn cybersecurity company!How climate change is fueling Hurricane Melissa's ferocity. WHO DO YOU BLAME?Exxon CEO Darren Woods because he sued his own shareholders last year: Arjuna Capital, LLC and Follow ThisExxon CEO Darren Woods because just yesterday: Exxon sues California over new laws requiring corporate climate disclosuresExxon CEO Darren Woods because gas and oilClimate ChangeOpenAI says U.S. needs more power to stay ahead of China in AI: ‘Electrons are the new oil' WHO DO YOU BLAME?The fear-and-spending geniuses behind the original Cold War: Truman, Stalin, ChurchillPeople who historically ignored Eisenhower and his statements on the U.S. military-industrial complex when he explicitly warned that defense contractors and the military could exert undue influence on government policy. Sound familiar?Anyone who empowered the board to not be empowered when they tried to fire Sam Altman for such reasons as:Conflicts over OpenAI's rapid growth and direction, especially the tension between aggressive AI deployment vs. safety oversight.Power dynamics between Altman, key researchers, and board members — some may have felt he had too much unilateral control.The college that let Sam Altman drop outSammy Altman Citi's Jane Fraser consolidates power with board chair vote — and a $25 million-plus bonus to boot. WHO DO YOU BLAME?The entire Compensation, Performance Management and Culture CommitteeThese two long-tenured Compensation, Performance Management and Culture Committee membersDiana L. Taylor* 10 other directorships: Brookfield Corporation, Accion (Chair), Columbia Business School (Board of Overseers),Friends of Hudson River Park (Chair), Mailman School of Public Health (Board of Overseers), The Economic Club of New York (Member), Council on Foreign Relations (Member), Hot Bread Kitchen (Board Chair), Cold Spring Harbor Lab (Member), and New York City Ballet (Board Chair)Peter B. Henry*8 other directorships: Nike, Inc., Analog Devices, Inc., National Bureau of Economic Research (Board), The Economic Club of New York (Board), Protiviti (Advisory Board), Biospring Partners (Advisory Board), Makena Capital (Advisory Board), and Two Bridges Football Club (Board)The lowest common denominator effect of bank compensation committees:Wells Fargo CEO Charlie Scharf: ~$30M special equity grant tied to becoming Chair as well as CEO (3 months after meeting)Goldman Sachs: CEO David Solomon & COO John Waldron ~$80M each (retention RSUs vesting in ~5 yrs)KeyCorp: CEO Chris Gorman & four other senior execs: ~$8M for Gorman; ~$17M combined for the five NEOsThe passive ownership (re: management-friendly) of BlackRock, State Street, and Vanguard (combined 22%): without their votes at Goldman then Say on Pay was nearly tied, which might have dissuaded the year of one-off bonuses for banking CEOs??The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO [Sunny Verghese, CEO of food and ag company Olam Group] says. WHO DO YOU BLAME?The world's top 28 richest people (those worth ~$160 B each) together would equal $4.5 trillionThe world's greatest sycophant Tesla chair RobynDenholm: “On the pay package specifically: “It's not about the money for him. If there had been a way of delivering voting rights that didn't necessarily deliver dollars, that would have been an interesting proposition.”Any two of these basically redundant techbro companies' market caps would sufficeNvidia ~$4.2 trillion Microsoft ~$3.8 trillion Apple ~$3.1 trillion Amazon ~$2.4 trillion Alphabet ~$2.2 trillion Meta Platforms ~$1.8 trillion Broadcom ~$1.3 trillion Taiwan Semiconductor Manufacturing Company ~$1.2 trillionBill Ackman. Because he's a douche.MATTTarget is eliminating 1,800 roles as new CEO Michael Fiddelke gets set to take over the struggling retailer - WHO DO YOU BLAME?Current CEO Brian Cornell, who's “stepping down” to the role of Executive Chair - which is basically still CEO, just on the board and doesn't have to talk to employees anymore, so he can eliminate 1800 jobs and then fade away into a multimillion dollar unaccountable board roleFuture CEO Michael Fiddelke, who starts February 1, 2026, but is current COO and was forced to send the memo to employees telling them 8% of the workforce will be cutMonica Lozano, chair of the compensation and human capital management committee of the board, who's also on the BofA and Apple boards and is the most connected board member at a highly connected board - does the chair of the human capital committee have to weigh in on firing?OpenAI - the memo makes zero mention of the fact that part of Target's problem is that it shit on gays and blacks because of a feckless internet toad named Robby Starbuck, but feels very written by AI which would account for phrases like:“Adjusting our structure is one part of the work ahead of us. It will also require new behaviors and sharper priorities that strengthen our retail leadership in style and design and enable faster execution so we can: Lead with merchandising authority; Elevate the guest experience with every interaction; and Accelerate technology to enable our team and delight our guests.”Does anyone know what that word salad actually means? Doesn't it just mean “you're fired because we basically sucked at our jobs”?Hormel recalls 4.9M pounds of chicken possibly 'contaminated with pieces of metal' - WHO DO YOU BLAME?The audit committee, the closest committee responsible for enterprise risk (ie, metal in chicken) - Stephen M. Lacy, William A. Newlands (also lead director), Debbra L. Schoneman, Sally J. Smith (chair), Steven A. White, Michael P. ZechmeisterThe governance committee - James Snee, the now retired CEO who retired somehow in January but the company still hasn't found a permanent replacement 9 months later - so they're being run by Jeff Ettinger, interim CEO? Chair Gary C. Bhojwani, Elsa A. Murano, Ph.D., William A. Newlands (also lead director), Debbra L. Schoneman, Steven A. WhiteThe one black guy on the board - Steve White - who works at Comcast, is somehow qualified to be on Hormel board, and is on BOTH the audit committee AND governance committeeThe conveyor belt that spit pieces of metal as large as 17mm long into “fire braised chicken” sent to hotels and restaurantsCervoMed appoints McKinsey veteran David Quigley to board of directors - WHO DO YOU BLAME? Board is 2 VCs, a longtime biotech CFO, and five MD/PhDs. And among those 8, there are just two woman - the co-founder/wife of the CEO and a VC. And when they did their search, they could only find a longtime professional opinion haver - a consultant from the big three?Nominating committee for lack of imaginationEx or current McKinsey, Bain, and BCG employed directors - the opinion industrial complex - make up a whopping 4% of ALL US DIRECTORSAmong boards with MULTIPLE ex opinion directors: Kohl's is 25% consultantStarbucks is 27% consultantDisney is 30% consultantsWilliams-Sonoma is 38% consultantCBRE is 40% consultant!Nominating committee chair Jane Hollingsworth, for not looking around the room and saying, “hey dudes, can we add, like, maybe, ONE other lady?”Co founders Sylvie Gregoire and John Alam (also CEO) who own 17.3% of voting power - add in Josh Boger, board chair and 12.3% voter, and you basically have the CEO daddy and his buddy Josh with 29.6% of voting controlSylvie and John's bios, which neglect to mention they're married to one anotherWe are all terrified of the future - which headline is worse for your terror? WHO DO YOU BLAME?The world is about $4.5 trillion short of securing a sustainable food supply for the future, global food and ag business CEO saysBill Gates Says Climate Change ‘Will Not Lead to Humanity's Demise' - ostensibly because billionaires in bunkers will, in fact, survive on cans of metal-filled Hormel chili.Sorry, Yoda. Mentors are going out of styleMan Alarmed to Discover His Smart Vacuum Was Broadcasting a Secret Map of His HouseJennifer Garner's baby food company is going public on the NYSE — should investors be putting their eggs in this basket?Woman Repeatedly Warned by Canadian Exchange Not to Transfer Crypto, Gets Scammed AnywayOpenAI completes restructure, solidifying Microsoft as a major shareholder - MSFT owns 27%, the non profit which controlled the company “for the benefit of humanity” now will only control it for 26% of humanity?Tesla risks losing CEO Musk if $1 trillion pay package isn't approved, board chair says - IF MUSK LEAVES, WHO DO YOU BLAME?Robyn Denholm, board chair, whose job it is to manage Musk, but does it like an overwhelmed permissive mother who parents with chocolate and Teletubbies when the kid has a tantrumKimbal Musk - I was told by a bunch of directors and institutional investors at a conference, no joke, that Kimbal was still on the board (ie, not voted out) to control his brother's ketamine intake and crazy episodes. So if he throws a tantrum and leaves, isn't it bro's fault? This is a binary trade - Musk gets extra pay/control, stock goes up and isn't de-meme'd. Musk doesn't, he leaves and the stock is de-meme'd and drops arguably by 66% or more to be more like a car company with some tech. So do we blame investors, no matter what they do? They meme'd the stock in the first place, he couldn't get a trillion extra dollars if they hadn't pumped up the stock - and now they could vote with humanity (no pay) or meme capitalism (pay)!Techbro middle school conservatism - is this Ben Shapiro and Joe Rogan's fault? A Yale economist paper suggests that Musk's politics cost between 1 and 1.26 million Tesla car sales… Would we even be worried if Musk stayed out of politics? Wouldn't the market have just paid him whatever?Pop quiz: which directors stay on the board if Musk leaves in a tantrum?Jeffrey StraubelKimbal MuskRobyn DenholmJames MurdochKathleen Wilson-ThompsonIra EhrenpreisJack HartungJoe Gebbia
The stock price (which is all you care about) has both fundamentals and the charts priced in to it. You should be looking at both. Here are the links to all the sales: TRENDSPIDER - HUGE SALE - Get 1 year with 52 trainings for less than the price of piano or golf lessons 
AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast? Nick Sciple, Seth Jayson, and Tim Beyers: - Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand. - Cover the opportunities and complications from filling the void with existing and emerging nuclear technology. - Playing a nuclear-themed game of Faker or Breaker. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR Host: Tim Beyers Guests: Nick Sciple, Seth Jayson Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan, Guy Adami & Carter Worth break down the top market headlines and bring you stock market trade ideas for Monday, October 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callMRKT Call is brought to you by our presenting sponsors CME Group, FactSet, SoFi & MoneyLionSign up for our emailsFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Derek Moore is joined by Shane Skinner and Mike Snyder to discuss the upcoming huge week in earnings and where the options markets rank the big 4 this week for implied moves. Then, they ask the question of what would need to happen to see 30-year mortgage rates slip lower to 5%. Later, they review the latest (albeit late) CPI figures and note, despite tariffs, no surge in inflation. All this and more plus a couple of recommendations. Implied volatility around earnings AAPL MSFT META GOOG Spread between 30-year mortgage rates and the 10-year treasury yield Spread narrowing plus lower 10-year yields impact on mortgage rates CPI comes out late but still no surge in inflation How shelter (housing) is still responsible for most of the CPI YoY change VIX gets crushed lower after only a week ago piercing the 25 level Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
“Even I, at times this year, have been skeptical” of market strength, says David Nelson, but admits that markets keep heading higher and seem strong. It's not just the U.S., too – international equities are also hitting all time highs. He doesn't believe AI is in a bubble and says that growth solves a lot of things. “Until I see some evidence that the demand isn't there,” he expects the sector to keep running higher. His picks include Microsoft (MSFT), First Solar (FSLR), Honeywell (HON), and the UTES ETF.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
This week will determine if the bull market continues. We are seeing a buy the dip market with even seasonality not taking the market down. Here are the links to all the sales: TRENDSPIDER - HUGE SALE - Get 1 year with 52 trainings for less than the price of piano or golf lessons 
Five of the Mag 7 companies report earnings this week, and Angelo Zino takes investors through everything they need to know when it comes to analyzing the prints. His biggest point for investors: watch how these companies manage spending on A.I. As long as demand for A.I. continues to accelerate, Angelo believes spending can as well. He makes the case that Microsoft (MSFT) is the best-positioned of the mega caps while noting some caution in Apple (AAPL) and Meta Platforms (META).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This episode was AWESOME. I take you through using AI to look at the macro economy and discover - is this a pullback? Also I tell you WHY I own $TSLA stock and give you 5 stocks from the Motley Fool and 5 things you SHOULD be doing in the market NOW! Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link 
Dale Smothers warns that November typically brings a lot of volatility in the market. He discusses how the trade war is working against the bullishness of AI spend. He sees a lot of upside in names like Apple (AAPL) and Microsoft (MSFT), which he is using as “core positions in growth-focused accounts.” He also suggests using covered calls on both these names. Other picks include AMZN, RCL, CRWV, and USAR.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
We open on the quantum bubble—why euphoric pricing, SPAC lineage, tiny revenues, and heavy short interest make this corner of the market feel like a digital casino. Then we break down shorting in plain English (and why timing risk blows up otherwise “correct” theses). Simon pivots to gold’s surge, drawing parallels to the post-1971 fiat shift, sticky core inflation, and chronic deficits—plus what the Bank of Canada’s changing language might be signaling. We wrap with how gold and Bitcoin can coexist in a portfolio and a quick life update from the hosts. Not investment advice. Tickers of ETFs discussed: IONQ, RGTI, QBTS, IBM, MSFT, GOOGL, FNV, AEM Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In this week's episode of Dividend Talk, we're back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights.We start with France's credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson, ASML, Snap-on, and Pernod Ricard. We also chat about AI's impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vodka.Finally, we reveal our Q3 dividend growth with +37% for Derek and +22% for Edgi and answer listener questions on estate taxes, mortgages vs. investing, tech exposure, and hedging strategies.SEE YOU ON THE INSIDE!!Tickers: JNJ, ASML.AS, SNA, RI.PA, MSFT, SHEL, AAPL, LSEG.L, PAYX, BAT.L, VICI, ENGA, NN.AS, LGEN.L, GOOG, TXN, QCOMJoin us :[Facebook] - ttps://www.facebook.com/groups/dividendtalk[Twitter] - @DividendTalk_ , @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/download-your-free-samples/[Malmo Meet up] - https://t.co/STgV1nMWKj
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Scans for ESAFENET CDG V5 We do see some increase in scans for the Chinese secure document management system, ESAFENET. https://isc.sans.edu/diary/Heads%20Up%3A%20Scans%20for%20ESAFENET%20CDG%20V5%20/32364 Investigating targeted payroll pirate attacks affecting US universities Microsoft wrote about how payroll pirates redirect employee paychecks via phishing. https://www.microsoft.com/en-us/security/blog/2025/10/09/investigating-targeted-payroll-pirate-attacks-affecting-us-universities/ Attacks against Edge via IE Mode Microsoft Edge offers an IE legacy mode to support websites created for Internet Explorer. The old JavaScript engine, which is part of this mode, has been abused in recent attacks, and Microsoft will make it more difficult to enable IE Mode to counter these attacks. https://microsoftedge.github.io/edgevr/posts/Changes-to-Internet-Explorer-Mode-in-Microsoft-Edge/
Government shutdowns tend to be a non-factor for long-term portfolios, says Samuel Diarbakerly. Instead, he recommends focusing on discipline, diversification, and rebalancing (DDR). His top picks include high-quality names like Walmart (WMT) and Microsoft (MSFT). He's also bullish on JPMorgan Chase (JPM). Diarbakerly suggests having some exposure to alternative investments, such as private credit, hedge funds, and private equity, but with caution. Despite concerns about inflation, he remains optimistic about the economy and expects higher highs for the market this year, albeit with increased volatility.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The panel explores how M-series Macs—with huge unified memory and efficient silicon—are gaining traction for AI inference and on-device privacy, citing MacStadium use cases and enterprise angles like Copilot adoption. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio contrast training vs. inference, discuss small language models, and corporate data policies. The session wraps up with the alleged FCC leak of iPhone 16e schematics, and Xiaomi's unabashed Apple cloning—plus a quick note on viral AI fakes. This edition of MacVoices is brought to you by the MacVoices Dispatch, our weekly newsletter that keeps you up-to-date on any and all MacVoices-related information. Subscribe today and don't miss a thing. Show Notes: Chapters: [0:30] AI workloads on Macs and unified memory advantages[1:36] Training vs. inference explained; why memory matters[3:49] M3/M4 bandwidth, neural accelerators, and privacy[5:35] Avoiding the “NVIDIA tax” with custom silicon[7:13] Power efficiency and enterprise adoption angles[9:45] User education and Copilot in corporate settings[12:42] Small language models for classrooms and offline use|[16:34] Alleged FCC leak of iPhone 16e schematics[22:47] Xiaomi's cloning culture and SEO gaming[25:29] Viral AI “security footage” hoaxes and media literacy Links: MacStadium: Macs increasingly being adopted for enterprise AI workloadshttps://appleworld.today/2025/09/macstadium-macs-increasingly-being-adopted-for-enterprise-ai-workloads/ College football keeps picking iPad over Surface as fourth conference joins team Applehttps://9to5mac.com/2025/09/25/college-football-keeps-picking-ipad-over-surface-as-fourth-conference-joins-team-apple/ Xiaomi's latest Apple clones include 'Hyper Island' and 'Pad Mini' tablethttps://9to5google.com/2025/09/26/xiaomis-latest-apple-clones-include-hyper-island-and-pad-mini-tablet-gallery AI Video of Sam Altman Stealing GPUshttps://www.instagram.com/ai.innovationshub/reel/DPPdo3VDxmI/ FCC mistakenly leaks confidential iPhone 16e schematicshttps://appleinsider.com/articles/25/09/29/fcc-mistakenly-leaks-confidential-iphone-16e-schematics?utm_source=rss Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
The panel explores how M-series Macs—with huge unified memory and efficient silicon—are gaining traction for AI inference and on-device privacy, citing MacStadium use cases and enterprise angles like Copilot adoption. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio contrast training vs. inference, discuss small language models, and corporate data policies. The session wraps up with the alleged FCC leak of iPhone 16e schematics, and Xiaomi's unabashed Apple cloning—plus a quick note on viral AI fakes. This edition of MacVoices is brought to you by the MacVoices Dispatch, our weekly newsletter that keeps you up-to-date on any and all MacVoices-related information. Subscribe today and don't miss a thing. Show Notes: Chapters: [0:30] AI workloads on Macs and unified memory advantages [1:36] Training vs. inference explained; why memory matters [3:49] M3/M4 bandwidth, neural accelerators, and privacy [5:35] Avoiding the “NVIDIA tax” with custom silicon [7:13] Power efficiency and enterprise adoption angles [9:45] User education and Copilot in corporate settings [12:42] Small language models for classrooms and offline use| [16:34] Alleged FCC leak of iPhone 16e schematics [22:47] Xiaomi's cloning culture and SEO gaming [25:29] Viral AI “security footage” hoaxes and media literacy Links: MacStadium: Macs increasingly being adopted for enterprise AI workloads https://appleworld.today/2025/09/macstadium-macs-increasingly-being-adopted-for-enterprise-ai-workloads/ College football keeps picking iPad over Surface as fourth conference joins team Apple https://9to5mac.com/2025/09/25/college-football-keeps-picking-ipad-over-surface-as-fourth-conference-joins-team-apple/ Xiaomi's latest Apple clones include 'Hyper Island' and 'Pad Mini' tablet https://9to5google.com/2025/09/26/xiaomis-latest-apple-clones-include-hyper-island-and-pad-mini-tablet-gallery AI Video of Sam Altman Stealing GPUs https://www.instagram.com/ai.innovationshub/reel/DPPdo3VDxmI/ FCC mistakenly leaks confidential iPhone 16e schematics https://appleinsider.com/articles/25/09/29/fcc-mistakenly-leaks-confidential-iphone-16e-schematics?utm_source=rss Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Jason Brown turns to Big Tech for today's Big 3. He calls Microsoft (MSFT) a leader of corporate A.I. integration, Broadcom (AVGO) as a big beneficiary of an accelerating tech trade, and Meta Platforms (META) as a A.I. "diversification" play through its social media empire. Jason offers example options trades for each stock while Rick Ducat highlights key levels in the charts to watch.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
OpenKatie Porter: Governor of CA. Can we just get some smart rational leaders?! Music: Every major has a corresponding minor. Count 6. Major: WWHWWWH C:CDEFGABMinor:123456 = AmMarketsAll time highs! Market up 4x in 10 years. $100,000 10 yrs ago: VOO = $400,000VGT = $800,000Apple = $1m NFLX = $1.1mTSLA = $2.8m NVIDIA = $30m100,000 = $400,000 nowSymbol | Total Returns (Daily) | 1 Year | 3 Year | 5 Year | 7 Year | 10 YearAAPL | 16% | 86% | 129% | 382% | 930%AMZN | 23% | 94% | 39% | 135% | 718%GOOG | 51% | 150% | 241% | 330% | 675%META | 22% | 438% | 178% | 356% | 676%MSFT | 29% | 129% | 160% | 401% | 1185%NFLX | 70% | 430% | 123% | 239% | 1002%NVDA | 45% | 1434% | 1229% | 2668% | 29157%QQQ | 26% | 129% | 123% | 252% | 517%TSLA | 80% | 94% | 205% | 2380% | 2701%VGT | 31% | 146% | 147% | 306% | 696%VOO | 19% | 93% | 111% | 160% | 300%Investment over time: At age 25 max your 401k at $23,500 and save an extra $1,000/month. Increase by $1000/mo annually until age 50.You should have over $10m by age 50. (below shows $13.5m with 10% returns.NetflixWokeFlix. Everyone will hate something!! Greg Peters - Co CEO:"Go with God and try to monetize the heck outta that."Good philosophy for LIFE! Still really the only PURE streaming playTeslaElon Musk's 2018 Tesla Compensation PlanStructure: 12 tranches; each tranche vested only upon achieving both a market cap milestone and an operational goal.Milestones: 12 market cap targets starting at $100B and increasing by $50B each up to $650BDone in 2023. Stock was basically $20 and 10X!!! 20x now.Elon Musk's 2025 Proposed Tesla Compensation PlanStructure: Similar to 2018 with 12 tranches of restricted stock. Milestones: 12 market cap targets from $2T to $8.5TFSD v14. Watch the vides. Parking in Garages, fast-food drive-thru's, pulling over for ambulance, etc… Tesla is the world leader in:(1) Real-world AI (2) Robotics and (3) Manufacturing advanced integrated hardware and software at scale. This 3rd point is under-appreciated, but is key to profitability.XAIXAI/Grok, Gemini/Google, OpenAI/ChatGPT, Jensen Huang:Play video hereRecommendationsAtomic Habits and How to Win Friends and Influence People
Electronic Arts' $55 billion privatization sparks debate over the state of gaming. The panel examines EA's financial struggles, originality fatigue, and cinematic excess in modern titles. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea and Mark Fuccio explore Saudi investment motives, shareholder pressures, and what defines real playability—fun, challenge, and creativity over graphics and spectacle. This edition of MacVoices is supported by MacVoices Magazine, our free magazine on Flipboard. Updated daily with the best articles on the web to help you do more with your Apple gear and adjacent tech, access MacVoices Magazine content on Flipboard, on the web, or in your favorite RSS reader. Show Notes: Chapters: [0:09] Electronic Arts Goes Private[0:35] EA's Financial Struggles and Industry Concerns[2:27] The Problem of Unoriginal Games and Sequels[3:38] Franchise Fatigue and AI's Potential Role[5:10] Costs, Live Games, and Slower Development Cycles[7:21] Nintendo and the Power of Fun Gameplay[8:59] Shareholder Motives and Buyout Dynamics[13:34] Saudi Influence and Alternate Agendas[15:34] Defining Playability and Game Design Essentials[19:54] AI Engines and Future Storytelling in GamingLinks Links: EA confirms it will go private in $55 billion acquisitionhttps://www.engadget.com/ea-confirms-it-will-go-private-in-55-billion-acquisition-133841614.html Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Electronic Arts' $55 billion privatization sparks debate over the state of gaming. The panel examines EA's financial struggles, originality fatigue, and cinematic excess in modern titles. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea and Mark Fuccio explore Saudi investment motives, shareholder pressures, and what defines real playability—fun, challenge, and creativity over graphics and spectacle. This edition of MacVoices is supported by MacVoices Magazine, our free magazine on Flipboard. Updated daily with the best articles on the web to help you do more with your Apple gear and adjacent tech, access MacVoices Magazine content on Flipboard, on the web, or in your favorite RSS reader. Show Notes: Chapters: [0:09] Electronic Arts Goes Private [0:35] EA's Financial Struggles and Industry Concerns [2:27] The Problem of Unoriginal Games and Sequels [3:38] Franchise Fatigue and AI's Potential Role [5:10] Costs, Live Games, and Slower Development Cycles [7:21] Nintendo and the Power of Fun Gameplay [8:59] Shareholder Motives and Buyout Dynamics [13:34] Saudi Influence and Alternate Agendas [15:34] Defining Playability and Game Design Essentials [19:54] AI Engines and Future Storytelling in GamingLinks Links: EA confirms it will go private in $55 billion acquisition https://www.engadget.com/ea-confirms-it-will-go-private-in-55-billion-acquisition-133841614.html Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
In this KE Report Daily Editorial, we're joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to discuss market dynamics amid the ongoing U.S. government shutdown and missing economic data. With key reports like jobs and inflation delayed, Joel outlines what's driving markets in the meantime and what could shift sentiment once data resumes. Key Discussion Highlights: No data, no problem? Markets remain steady despite a lack of government reports, with momentum trades and algos leading the way. Earnings season ahead: Big banks kick things off next week, followed by mega-cap tech and retail - with expectations running high given lofty market levels. Tariffs and guidance: Companies may use tariff uncertainty to lower expectations, but actual impacts appear limited so far. AI & government stakes: A new phenomenon - the U.S. government taking positions in tech, healthcare, and resource companies - fueling strong rallies but raising sustainability questions. Sector rotation: Homebuilders slump despite easing rates; value stocks and healthcare catching bids as mega-cap tech momentum fades (except Nvidia). Retail & Robinhood: Retail traders remain dominant. Robinhood's expansion into prediction markets could drive another wave of activity if pattern day trading rules are eased. Stocks / symbols mentioned: AAPL, MSFT, NVDA, ORCL, AMD, INTC, PFE, HOOD, DKNG, PENN, DAL, PEP, XLV ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The panel examines the controversy over “Tilly Norwood,” an AI-generated actress, and what it means for Hollywood's future. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio debate whether artificial performers threaten human creativity, explore ethical uses of AI to augment actors, and consider the limits of synthetic art versus human expression as technology blurs artistic boundaries. This edition of MacVoices is brought to you by our Patreon supporters. Get access to the MacVoices Slack and MacVoices After Dark by joining in at Patreon.com/macvoices. Show Notes: Chapters: [0:00] Introduction – Who is Tilly Norwood?[2:00] Actors React to AI Talent Representation[3:30] AI and the Future of Hollywood Production[5:00] Human Stars vs Synthetic Characters[6:20] Animation and AI Integration in Film[9:00] Creativity and the Human Element in Art[10:20] Ethical and Consensual Uses of AI in Movies[12:30] CGI, Storytelling, and Human Essence[14:50] AI Voices and Changing Audience Perception[17:20] Actor Credit and Fair Use of AI Models[18:50] Limits of AI Creativity and Originality[21:50] A Spectrum of AI Applications in Entertainment[24:10] Public Acceptance and Hollywood's Next Move Links: SAG-AFTRA Responds To AI Actress Tilly Norwood Furore: “Creativity Is & Should Remain Human-Centeredhttps://deadline.com/2025/09/sag-aftra-responds-ai-actress-tilly-norwood-1236565959/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
The panel examines the controversy over “Tilly Norwood,” an AI-generated actress, and what it means for Hollywood's future. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio debate whether artificial performers threaten human creativity, explore ethical uses of AI to augment actors, and consider the limits of synthetic art versus human expression as technology blurs artistic boundaries. This edition of MacVoices is brought to you by our Patreon supporters. Get access to the MacVoices Slack and MacVoices After Dark by joining in at Patreon.com/macvoices. Show Notes: Chapters: [0:00] Introduction – Who is Tilly Norwood? [2:00] Actors React to AI Talent Representation [3:30] AI and the Future of Hollywood Production [5:00] Human Stars vs Synthetic Characters [6:20] Animation and AI Integration in Film [9:00] Creativity and the Human Element in Art [10:20] Ethical and Consensual Uses of AI in Movies [12:30] CGI, Storytelling, and Human Essence [14:50] AI Voices and Changing Audience Perception [17:20] Actor Credit and Fair Use of AI Models [18:50] Limits of AI Creativity and Originality [21:50] A Spectrum of AI Applications in Entertainment [24:10] Public Acceptance and Hollywood's Next Move Links: SAG-AFTRA Responds To AI Actress Tilly Norwood Furore: “Creativity Is & Should Remain Human-Centered https://deadline.com/2025/09/sag-aftra-responds-ai-actress-tilly-norwood-1236565959/ Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Amir Adnani, CEO of Uranium Energy Corp. (UEC), explains why this is the most exciting uranium market he's ever seen… why uranium is critical to the AI growth trend… and why uranium prices could surge nearly 100%. In this episode: This is the most exciting uranium market Amir has ever seen [2:35] Uranium used to be a partisan issue—not anymore [5:12] Microsoft's Three Mile Island deal is an inflection point for AI [11:40] MSFT also joined the World Nuclear Association: Why it's a big deal [16:50] The U.S. uranium market is coming back with a vengeance [21:52] President Trump's energy agenda = a major tailwind for UEC [31:46] Why uranium prices could surge nearly 100% [36:53] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
This week on the Trading Justice Podcast, Mark and Matt ask a big question: is the bull just getting started? Matt kicks things off with a deep technical breakdown of the S&P 500, including wave counts, intraday setups, and how to assess momentum versus overextension. Then Mark lays out his Top 5 Bullish Pillars for the Next 12 Months—from resilient earnings to the AI supercycle to global liquidity—and why he believes the foundation for the bull run remains strong heading into year-end. We close with Stock It or Drop It, breaking down AMD, Microsoft, Micron, Nike, and A&F, followed by Coaches Corner where the guys tackle questions on the government shutdown and spotting shifting volatility at the top of trends. Highlights: - Market Skyline: Wave 3 analysis, overextension vs. momentum, intraday setups under 6,800 - 5 Bullish Pillars: Earnings power, AI narrative, global liquidity, seasonality, capital flows - Stock It or Drop It: AMD, MU, MSFT, NKE, ANF — tactical vs. long-term reads - Coaches Corner: Government shutdown impact + spotting volatility shifts
The market is still silly and there was craziness from $AMD to $APP and then the silly Trump trade that rocketed and sank 2 companies. Here are the links to all the sales: TRENDSPIDER - The best charting software EVER - just over $50/month with my link 
Bad Bunny has been announced as the headliner for Apple's Super Bowl Half Time Show, but the choice isn't without controversy. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio share both thoughts and predictions, debate the evolution of half-time acts, and Apple's influence. Today's MacVoices is supported by TV+ Talk, our MacVoices series with Charlotte Henry focused on Apple TV+. From shows and other content to the business side there's always something to learn about apple's streaming service. Find it at MacVoices - TV+ Talk. Show Notes: Chapters: [0:00] Bad Bunny announced as Apple's Super Bowl halftime headliner[1:20] Panel intros and setup banter[3:42] First reactions to the halftime show choice[8:34] Predictions of possible NFL backlash[9:17] Cultural and language controversy discussion[10:22] Debate: artists performing for “visibility” instead of pay[12:40] Apple's influence and sponsorship role[14:17] The evolution of Super Bowl performances[15:05] Wish for real bands and live musicians to return Links: Bad Bunny to headline Apple's 2025 Super Bowl half-time showhttps://appleinsider.com/articles/25/09/29/bad-bunny-to-headline-apples-2025-super-bowl-half-time-show Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Bad Bunny has been announced as the headliner for Apple's Super Bowl Half Time Show, but the choice isn't without controversy. Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Guy Serle, Web Bixby, Jeff Gamet, Jim Rea, and Mark Fuccio share both thoughts and predictions, debate the evolution of half-time acts, and Apple's influence. Today's MacVoices is supported by TV+ Talk, our MacVoices series with Charlotte Henry focused on Apple TV+. From shows and other content to the business side there's always something to learn about apple's streaming service. Find it at MacVoices - TV+ Talk. Show Notes: Chapters: [0:00] Bad Bunny announced as Apple's Super Bowl halftime headliner [1:20] Panel intros and setup banter [3:42] First reactions to the halftime show choice [8:34] Predictions of possible NFL backlash [9:17] Cultural and language controversy discussion [10:22] Debate: artists performing for “visibility” instead of pay [12:40] Apple's influence and sponsorship role [14:17] The evolution of Super Bowl performances [15:05] Wish for real bands and live musicians to return Links: Bad Bunny to headline Apple's 2025 Super Bowl half-time show https://appleinsider.com/articles/25/09/29/bad-bunny-to-headline-apples-2025-super-bowl-half-time-show Guests: Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Guy Serle, best known for being one of the co-hosts of the MyMac Podcast, sincerely apologizes for anything he has done or caused to have happened while in possession of dangerous podcasting equipment. He should know better but being a blonde from Florida means he's probably incapable of understanding the damage he has wrought. Guy is also the author of the novel, The Maltese Cube. You can follow his exploits on Twitter, catch him on Mac to the Future on Facebook, at @Macparrot@mastodon.social, and find everything at VertShark.com. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Hatem Dhiab and John Freeman discuss the state of the Mag 7 trade. Hatem thinks valuations are stretched but argues that some can still grow – and some can't, like Tesla (TSLA). Microsoft (MSFT) or Alphabet (GOOGL) he would “buy all day long.” John focuses on the generative AI winners within the Mag 7, including Nvidia (NVDA), Amazon (AMZN) and MSFT. Alphabet is the “interesting one” as they begin an AI transition, he adds.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
Walmart (WMT) CEO's recent comments on AI's impact on jobs have investors and workers on high alert. Dan Geltrude believes AI will change the labor market landscape, with high-touch human jobs like bakers, drivers, and delivery workers being less at risk of automation. Geltrude thinks Walmart, Microsoft (MSFT), and Nvidia (NVDA) are well-positioned to adapt and thrive in an AI-driven economy, making them attractive long-term holds or buys. He also likes Target (TGT) in the retail space for its own AI investments.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Daniel Wagner, CEO of Rezolve AI (RZLV), joins Market on Close to talk about how his company uses A.I. in ecommerce. Rezolve has acquired partnerships through two Mag 7 giants: Microsoft (MSFT) and Alphabet (GOOGL). He also talks about earnings expectations ahead of the company's report on Wednesday. Daniel also addresses a recent short report he calls "fabricated."======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Rachel Dashiell says she wouldn't be surprised to see Microsoft's (MSFT) stock hover near its current levels. She highlights short-term trends in the Mag 7 company's shares to explain her thesis. However, Rachel notes that Microsoft's reach in the SPX and NDX gives it potential to rally again.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Intel (INTC) continued a run to the upside as the U.S. chipmaker seeks investments beyond U.S. borders. Morgan Stanley named Microsoft (MSFT) as a "top pick" in software. Costco (COST) face stock pressure even after posting an earnings beat. Diane King Hall takes investors through some of the biggest movers on the final morning of the trading week.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Marc Borodistky, CRO at Nebius (NBIS), talks about how the A.I. infrastructure company has grown through a model he parallels with Amazon's (AMZN) AWS cloud platform. The company came into full view of Wall Street after it acquired a $17.4 billion deal with Microsoft (MSFT) earlier in September. Marc considers the deal a massive stepping stone to what he calls "durable" demand for Nebius and similar data center companies. He notes global expansion adding to Nebius's expanding A.I. moat.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Ken Mahoney likens the current market economy to the 'Energizer Bunny,' suggesting it still has momentum despite being due for a potential pullback. Mahoney believes a 3-5% correction would be healthy and welcomed, especially with the 3rd quarter earnings season around the corner, when investors should focus on "beat and raise" names like Microsoft (MSFT) and Nvidia (NVDA). Mahoney also sees potential in non-tech names like JPMorgan (JPM), citing its strong fundamentals and 2% dividend yield.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Summary del Show: • Futuros planos en Wall Street tras nuevos récords y la inversión de $NVDA en OpenAI, con foco en Powell y PCE. • Rocket Lab $RKLB entregó dos naves para misión de la NASA a Marte, logrando récord en tiempos de desarrollo. • Alibaba $BABA presentó Qwen3-Omni, modelo de IA multimodal open source que compite con $GOOG y $MSFT. • EE. UU. y China negocian un pedido de hasta 500 aviones Boeing $BA, el mayor desde 2017.
Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas. Tickers discussed:Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TOHyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOUPure-play AI software/models: PLTR, SOUN, ZXLK.TOEnterprise software with AI: ADBE, CRM, ORCL, SAP, NOWData-center REITs: EQIX, DLR Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices.We also cover the latest news and dividend hikes, including:Novo Nordisk – promising results from its new oral weight-loss drugLondon Stock Exchange Group – stepping into blockchain with MicrosoftIntel & Nvidia – surprising partnerships in the chip industryTexas Instruments, Microsoft, W.P. Carey, and Philip Morris – dividend hike updatesPlus, we review Bradley's dividend portfolio and answer listener questions on hedging against USD, quick dividend stock screeners, reinvestment strategies, tax-efficient accounts, and more.
A major antitrust ruling leaves Google with Chrome intact but requires limited data sharing with competitors, while Apple continues to benefit from billions in Google search placement payments. The panel of Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, Jeff Gamet, Marty Jencius, and Mark Fuccio debates whether remedies punish innovation, investor reactions to the news, and privacy issues around smart TVs with AI assistants. They close with lighter takes on Clippy's unlikely return as a protest symbol. This MacVoices is supported by OpenCase. MagSafe Perfected. Use the code “macvoices” to save 10% at TheOpenCase.com Show Notes: Chapters: [0:00] Google avoids breakup in antitrust ruling[1:30] Chrome stays, concessions required[2:30] Apple keeps billions from Google search deal[3:50] Investor reaction and stock impact[5:10] Broader antitrust implications[7:40] DOJ and Google appeals expected[10:00] Data sharing debate: free vs. fee[14:15] DOJ concerns over GenAI and search[15:40] Copilot AI blob arrives on Samsung TVs[17:25] Comparing AI assistants on Apple TV vs smart TVs[19:15] Privacy risks of AI-driven TVs[23:05] Second screen vs locked-in TV use[26:00] Clippy's return as protest icon[30:20] Panel sign-offs and closing Links: Microsoft Copilot is now a talking blob on Samsung TVshttps://www.engadget.com/ai/microsoft-copilot-is-now-a-talking-blob-on-samsung-tvs-204115199.html Clippy Is Back As A Mascot For Big Tech Protestshttps://www.fastcompany.com/91387927/clippy-is-back-as-a-mascot-for-big-tech-protests Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon http://patreon.com/macvoices Enjoy this episode? Make a one-time donation with PayPal Connect: Web: http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner http://www.twitter.com/macvoices Mastodon: https://mastodon.cloud/@chuckjoiner Facebook: http://www.facebook.com/chuck.joiner MacVoices Page on Facebook: http://www.facebook.com/macvoices/ MacVoices Group on Facebook: http://www.facebook.com/groups/macvoice LinkedIn: https://www.linkedin.com/in/chuckjoiner/ Instagram: https://www.instagram.com/chuckjoiner/ Subscribe: Audio in iTunes Video in iTunes Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss Video: http://www.macvoices.com/rss/macvoicesvideorss
Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign. Check Out EuroPacific Capital Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode:(MSFT), (ORCL), (AMZN), (GLD), (NEM)
Story of the Week (DR):Lachlan Murdoch Secures Control of Fox and News Corp, Ending Succession FightLachlan Murdoch is confirmed as Rupert Murdoch's successor, gaining control over the family's media empire (which includes Fox Corporation and News Corp). Prudence MacLeod, Elisabeth Murdoch, and James Murdoch—three of Rupert's older children—will each receive about US$1.1 billion. They will sell their holdings in Fox and News Corp and give up beneficial/trust rights in those companies.Apart from full siblings Elisabeth and James Murdoch, Lachlan has three half-siblings, an elder half-sister Prudence, and two younger sisters by his father's third marriage, Grace and Chloe. A new family trust will be set up benefiting Lachlan and Rupert's younger daughters, Grace and Chloe. That trust will hold controlling voting shares in Fox and News Corp. The three older siblings will no longer be beneficiaries in the trust(s) connected to Fox and News Corp. They also give up any voting rights held via those trusts. Rupert Murdoch, despite handing over the control structure, retains a role as Chairman Emeritus. The new trust arrangement secures Lachlan's control over the companies through 2050. One of Rupert Murdoch's concerns was the possibility that the more moderate siblings (Prudence, Elisabeth, James) could shift the political or editorial leanings of Fox/News Corp after he's gone. The new structure is designed to prevent that.Senators Call for Hearings About JPMorgan's Ties to Jeffrey EpsteinDemocrats want CEO Jamie Dimon to testify about keeping Epstein as a client until 2013Epstein had dozens of accounts at JPMorgan's private bank and communicated often with bank executives, connecting them to his wealthy contacts, ties The Wall Street Journal first reported in 2023 to be deeper than understood. Epstein was a JPMorgan client before and after he was convicted of soliciting a minor for prostitution in 2008 and forced to register as a sex offender.Trump Epstein letter and drawing from ‘birthday book' releasedEric Trump removed from the ALT5 board of directors after discussion with the Nasdaq Stock Market LLCTrump's second son, Eric Trump, was removed from the ALT5 board of directors. According to the SEC filing, the change was made after discussion with the Nasdaq Stock Market LLC, therefore, the change was in order to comply with Nasdaq's listing rules.It is still unclear which of the Nasdaq rules caused Eric Trump to be removed. The closest reason would be the rule that requires a majority of board members at listed companies to be independent. However, if Trump didn't qualify as independent, other members would have also been removed, which was not the case.after discussion with The Nasdaq Stock Market LLC … and in order to comply with Nasdaq's listing rules.” He is now a board observer: While he was originally announced as a full board member, Eric Trump has been reassigned to observer status — meaning he can attend meetings but doesn't have voting power.Larry Ellison's $100 billion day reminds us why David Ellison could buy ParamountLarry Ellison, co-founder of Oracle, recently saw his net worth jump by around US$100 billion in a single day due to a spike in Oracle's stock.Larry's wealth was a key factor enabling his son, David Ellison, to acquire Paramount.David Ellison's position is less pressured because his father's vast wealth gives him a kind of “cushion” — meaning that even if some deals don't go well, he can withstand the backlash more than many media owners could.Paramount Skydance Prepares Ellison-Backed Bid for Warner Bros. DiscoveryThe majority of the planned bid for Warner will be made up of cashA Key to Larry Ellison's Wealth Creation: Years of Oracle Stock BuybacksOracle has used aggressive stock buybacks over the past 15 years as a major lever to boost shareholder value—and especially to amplify Larry Ellison's personal wealth. Oracle has aggressively repurchased its own shares over roughly the last 15 years — reducing its outstanding share count by nearly 45%. Because Larry Ellison held roughly the same number of shares, his ownership percentage rose from ~23% to around 41% without buying more stock.This buyback strategy significantly boosted the value of Ellison's stake — Barron's estimates that without the buybacks, his stake might have been worth only $215 billion instead of the current ~$387 billion.Ellison didn't need to purchase additional Oracle shares to increase the value of his investment—he benefited from the shrinking pool of shares and the company's rising valuation.Vanguard Tries To Get Investors Interested In Proxy Voting MMVanguard's trying to get millions of its fund investors involved in big corporate decisions—but so far, most people are still tuning out. That's left folks wondering who really holds sway at America's largest companies.Vanguard's campaign faces a classic case of 'rational apathy', where most index fund investors skip shareholder votes because it feels like a hassle with little impact on their own wallets.Even though Vanguard's Voting Choice program doubled participation to 82,000 people and tripled the dollar value voted to $9 billion, that's tiny compared to the company's 50 million investors and $11 trillion in assets.Studies from Duke, Florida, and Columbia universities show just how overwhelming the sheer number of ballot measures can be—making most people pick broad voting policies, like mainstream or anti-ESG, instead of poring over each decision.While reformers hope wider voting can democratize the system, the early results point the other way: individuals often skip votes or side with management, letting company leaders keep their grip. In fact, last year's Tesla shareholder votes would have failed if Vanguard's index funds had voted like individuals.Financial Services Committee Examines the Shareholder Proposal Process and Proxy Advisory FirmsOn the Impact of Sarbanes-Oxley and Dodd-Frank on Annual Proxy Statements: “Together, these two laws [Sarbanes-Oxley and Dodd-Frank] have driven up costs, increased the length and complexity of proxy statements, expanded the disclosure and oversight process, and fundamentally changed much of the shareholder access to the proxy system,” said Chairman Hill.French Hill: founder, Chair, and CEO of Delta Trust & Banking Corporation from 1999 until 2014. A ninth-generation Arkansan, Hill is a direct descendent of slave plantation owner Creed Taylor who was among the wealthiest 1% of Americans in 1860.On the Cost of Unnecessary and Irrelevant Shareholder Proposals: “Under this flawed system, companies are too often forced to waste valuable time and resources fighting proposals that are irrelevant to the company's bottom line, hurting investors and workers alike,” said Capital Markets Subcommittee Chair Ann Wagner (MO-02)."Allowing a small group of left-wing activists to hijack the proxy proposal process to push social, environmental, DEI, or political objectives totally unrelated to the core business of a company does not advance the cause of capitalism. It undermines capitalism. It corrupts capitalism because it results in the misallocation of resources of the company. It undermines the profitability of the company. It hurts the shareholders,” stated Financial Institutions Subcommittee Chair Rep. Andy Barr (KY-06).Barr believes that abortion should be illegal, including in cases of rape and incestBarr, who's now running for Mitch McConnell's Senate seat, made it clear that he and Musk are joined at the hip. A few days after the “town hall” Barr released a photo of himself standing beside a shiny new Tesla, with a big smile, a thumbs-up, and the caption “Elon Musk sure knows what he's doing!”On How Proxy Advisory Firms Can Deter Businesses from Joining Public Markets: “For many small and medium private companies considering an IPO, the decision often comes down to whether the benefits of accessing public markets outweigh the risk of compliance. But as we have seen in recent years, the shareholder proposal process can be dominated by a small group of activist investors advancing niche political agendas that have little to do with long term value creation. At the same time, proxy advisory firms wield outsized influence over voting outcomes, and [are] operating with limited transparency and potential conflicts of interest. So together, these dynamics can create an uncertainty and additional cost that make public markets less attractive,” declared House Small Business Committee Chairman Roger Williams (TX-25).Williams was listed as the 22nd wealthiest member of Congress in 2018. Williams inherited the family's automobile dealership from his father, who founded the business in 1939.During the COVID-19 pandemic, Williams's Chrysler Dodge Jeep dealership in Weatherford, Texas, received a loan of between $1 million and $2 million as part of the Paycheck Protection Program (PPP);[28][29] the loan was later forgivenGoodliest of the Week (MM/DR):DR: Boone Electric Co-op members can cast drive-thru votes for directorsDR: New Mexico will be the first state to make child care free DR MMThe program, which will start in November and is expected to save families $12,000 per child annually, is available to all residents regardless of income. Gov. Michelle Lujan GrishamMM: Vanguard Finds ESG Voting Policy by Far the Most Popular Choice for Younger InvestorsAssholiest of the Week (MM):Asshole Speed Round! You rate the level of asshole for each, and the top scorers are assholes of the week:Paul Atkins 6SEC chief threatens ban on European accounting rules over sustainabilityThe US is thinking about banning IFRS, used everywhere else, because they don't like the data other countries want to use for investingWe already have feet, miles, and pounds, why not just have our own way to measure things that literally no one else uses?Sam Altman 7‘I haven't had a good night of sleep since ChatGPT launched': Sam Altman admits the weight of AI keeps him up at nightOMG, SHUT UP.Journalists who don't understand dual class shares 5Oracle CEO, one of the world's richest self-made women, just got $412 million richer in 6 hoursCharlie Scharf 10Wells Fargo CEO says Trump is entitled to be vocal about the FedScharf, also on the MSFT board for the enigma of successJamie Dimon 8Jamie Dimon says economy is ‘weakening' but he can't make sense of all the different data: ‘Maybe, one day, AI will fix that problem'JPMorgan processed over $1B for Jeffrey Epstein despite internal concerns over sex offender status: reportReverse justifying Zuck's feckless suckups 10Meta CFO explains CEO Mark Zuckerberg's $600 billion White House pledgeSusan LiBros 10The gender pay gap is getting wider, reversing progressThe pay gap is now back to where it was in 2017, when the burgeoning #MeToo movement drew wide attention to sex discrimination.Everything Charlie Kirk 10There are two things happening simultaneously that are probable root causes in political assassinations today:Hopelessness - Elon Musk is proposing to pay himself 68% of ALL THE WEALTH of the BOTTOM 50% OF US HOUSEHOLDS. If this pay package passes, he will have as much worth as ONE QUARTER of EVERYONE UNDER 40 - 166 million people in the US. We're convinced because he bought a car company and built some rockets using US subsidies he's singular. Combine that with the fact that he's one of 4 billionaire white men who control social media, which tells us EVERY DAY our life sucks and the reason is “the other side” and capitalism support is at a long term low, and people feel there are NO OTHER OPTIONS but to assassinate someone.Men - more than 99% of political violence is committed by men. Out of nearly 10,000 global public companies, 93% are lead by men. 73% of all country level parliamentary seats are male. You know who doesn't shoot people, engage in constant chest thumping, gun toting nationalism? Women. Step aside boys - investors, your opportunity is now, you get to vote on directors. Do some due diligence.Headliniest of the WeekDR: Hot mic catches Zuckerberg admitting his $600 bn vow to Trump was a guess: “Sorry, I wasn't ready… I wasn't sure what number you wanted to go with.”MM: Uber sued by DOJ for alleged discrimination against disabled riders - isn't this, like, SUPER WOKE?Who Won the Week?DR: Every Ellison everMM: Larry Ellison's facial hair - he can finally afford a razorPredictionsDR: David Ellison buys Lachlan's two younger half-sisters (from Rupert's third marriage), Grace and Chloe, and then immediately trades them for 30% ownership in the Winklevoss twins cryptocurrency-exchange company Gemini Space Station MM: THIS time, we won't get thoughts and prayers - we'll get ideological purges!
Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last week's problematic jobs report. There's also a sporty look at some of this year's biggest winners and losers. They unpack: - Painful decisions to sell that continue to haunt them. - Three stocks that should move higher as the Fed nudges rates lower. - A game that separates this year's risers from sinkers. Companies discussed: AX, L, MSFT, NFLX, SBUX, MEG, ZG, TSLA, NVDA, Host: Rick Munarriz, Jason Hall, Lou Whiteman Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
