Podcasts about MSFT

TypePad's shutdown prompts a PSA on exporting old blogs, while the panel welcomes the nostalgic return of MacSurfer—an Apple-news aggregator reborn in beta. Chuck Joiner, David Ginsburg, Eric Bolden, Jim Rea, Jeff Gamet, Marty Jencius, Mark Fuccio weigh whether curated headlines still matter in an RSS world, discuss topic vs site organization, search usefulness, and daily cadence. Along the way are comments about decluttering, fiber-speed brags, and how aggregation style shapes what we read.  Get Tidy Today with Cloud Cleanup and CleanMyMac! Try 7 days free and use my code MACVOICES20 for 20% off at clnmy.com/MACVOICES. Show Notes: Chapters: 0:00 – TypePad departs; opening 0:58 – Panel hellos and Labor Day hangover 3:23 – Weekend notes and will-writing humor 4:40 – Gigabit fiber and decluttering talk 7:17 – PSA: TypePad shutdown and export deadline 8:31 – MacSurfer returns: what it is now 10:32 – Why curated Apple headlines still appeal 12:35 – RSS vs aggregation; duplicates and value 16:54 – Cloud Cleanup sponsor read 18:44 – How MacSurfer groups sources and topics 21:44 – Organizing by topic vs by site in readers 23:37 – Daily cadence, archives, and nostalgia 25:07 – Closing reflections Links: Typepad is shutting down https://everything.typepad.com/blog/2025/08/typepad-is-shutting-down.html MacSurfer https://macsurfer.com 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

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

The S&P 500 and the Nasdaq hit new all-time highs on Friday morning, is it time to be bullish or bearish?  We hear two very different expert opinions on the markets for the rest of 2025.  Find out about the latest stock purchases by the Pelosi family and also 8 stocks that President Donald Trump owns right now.  We also take a look at favorite AI Data Center Stocks, ETFs, and REITs from US News and World Report.

S&P Futures are slightly higher this morning with economic and earnings data in focus. There are two employment reports due out this morning and the Non-Farms payrolls report is due tomorrow. President Trump will be hosting a dinner tonight that will be addended by a host of tech CEO's (MSFT, GOOG, META, ORCL, MU and others). Late yesterday, the Trump admin requested ab expedited ruling from the Supreme Court on the Trump Tariffs. President Trump is appealing Friday's tariff ruling to the Supreme Court and requesting an expedited ruling. The Senate Banking Committee is scheduled to begin hearing for the new Federal Reserve Governor nominee, Stephen Miran, today.  Health Secretary Robert F. Kennedy Jr. is scheduled to testify before the Senate Finance Committee at 10:00 am. On the earning front HPE & AEO are higher after earnings releases. CRM beat, but lower due to cautious guidance. After the bell today ACGO, CPRT, LULU IOT & DOCU are schedule to release.

The revenue of US dividend stocks isn't necessarily made in America. A portfolio of popular dividend-paying stocks is likely exposed to currency or geopolitical risks. That's due to international revenue exposure: Some US-based companies earn 50% or more of their money outside of the country. A recent analysis of 35 dividend-paying stocks in Morningstar's DividendInvestor newsletter found several well-known names generate sizable revenue overseas. So, how should investors balance US vs. non-US equity exposure? Morningstar's DividendInvestor newsletter editor David Harrell explains what investors should know. Learn about Morningstar's new Medalist Ratings for semiliquid funds during a live webinar on Morningstar's YouTube channel on Wednesday, September 10th. CEO Kunal Kapoor and Global Head of Manager Research Laura Lutton will discuss what investors should know about private assets and the first funds to earn the new rating on the Investors First series. On this episode:You recently analyzed the international revenue exposure of dozens of dividend-paying stocks. But this wasn't the first time. Why did you decide to revisit this?Let's dissect the investigation. How did you choose which stocks to focus on, and what was the criteria? How did the recent results compare to the findings in 2021? Were there any surprises?Let's zoom in on the revenue. Which dividend stocks increased or decreased their US revenue exposure?Morningstar analysts consider some of these dividend payers undervalued. Let's first focus on names with more US revenue exposure. Who are they?Which companies with more international revenue exposure are undervalued?International stocks are having a long-awaited banner year versus US stocks. Are investors whose only international revenue exposure is these US-based stocks benefiting from this international rally?How should investors balance US vs. non-US equity exposure in their portfolios? That is, what if investors looking at their portfolio see that they have home-country bias? What should they consider from a diversification standpoint?Welcome to Investing Insights, Kunal. Let's get started with you telling the audience a bit about your career here at Morningstar. It started back in the late 90s, right?Your series, Investors First, is airing live on YouTube for the first time on September 10th. Can you tell us about the mission behind it? What are you hoping to achieve with the series?It's important to have these conversations with investors. What can Morningstar do to further empower them?Investors have experienced a lot of short-term volatility this year. How do folks stay focused on their long-term goals? Read about topics from this episode.  Subscribe to Morningstar's DividendInvestor newsletter. Why 2025 Is the Year to Invest in International Stocks Why It's Not Too Late to Add International Exposure What Investors Can Learn from Dow's 50% Dividend Cut Where to Find Bargain Stocks in an Expensive Market  Watch more from the Investors First series:Investors First: Evolving Expectations and Expanding Access Where Should Investors Look Next Among Economic Mixed Messages? Investors First: Navigating the Rise of Active ETFs in a Competitive Market Investors First: The Convergence of Public and Private Markets  What to watch from Morningstar. This Classic Investment Strategy Is Still Alive in 2025 These 16 Standout Funds Are Making Big Bets. Do They Fit in Your Investment Portfolio?Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?Why Bonds Belong in Your Diversified Portfolio (Even Now) Read what our team is writing.David Harrell Kunal KapoorIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Jason Brown remains a bull on Nvidia (NVDA). He believes the company's data center revenue is still strong despite the miss, adding that chip sales without China only adds to Nvidia's future potential. Microsoft's (MSFT) business execution adds to his bull case for the Mag 7, while seeing Citigroup (C) as a breakout contender. Jason offers example options trades for all three companies while Rick Ducat dives into the technical trends in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Max Wasserman “wouldn't recommend” the Fed cut interest rates but thinks there is tremendous pressure on the Fed to cut and so they will use the labor market as an excuse to. He thinks they can cut 125 basis points. His AI picks include Broadcom (AVGO), Microsoft (MSFT), and Alphabet (GOOGL). He says that despite their high multiples, the Fed cutting rates will bring more investment into AI, justifying their valuations. Max also likes energy because he expects the dollar to fall.======== 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

Ted Thatcher discusses his market outlook, citing the U.S. consumer's struggles with inflation and the impact of potential Fed rate cuts. He highlights the performance of large tech stocks, such as Microsoft (MSFT), and their potential for long-term growth driven by AI infrastructure investments. Thatcher also touches on the benefits of Roth conversions in the current market environment, particularly if there's a pullback in the markets. Additionally, he notes the recent outperformance of Alphabet (GOOGL) and its potential for continued growth.======== 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

5 stocks I think you can buy and hold for 10 years of AI gains. Plus - Powell at 10am - what to expect. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Spotify faces backlash after exposing listener data, including the questionable musical tastes of one high-profile user, raising questions about default privacy settings. Amazon restructures Wondery, cutting staff while shifting podcasts under Audible and exploring video strategies, sparking debate about the future of scripted, high-production shows. Finally, Microsoft draws criticism from Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio for quietly steering Bing users toward Copilot, highlighting growing competition in AI search and the blurred lines between helpful integration and aggressive promotion.  Take Control Books brings you this edition of MacVoices. Get the answers you need now from leading experts. Show Notes: Chapters: [0:00] Spotify's security shenanigans and user data exposure [0:42] Playlist privacy, podcast listening data, and defaults [2:47] Privacy concerns around podcasts vs. music [3:30] Amazon shifts Wondery and podcast strategy [5:45] The rise of video podcasts and scripted shows [7:32] Layoffs at Wondery and financial motivations [8:28] Audible integration and Amazon's content plans [9:31] Celebrity-driven podcasts and popularity trends [12:43] Production costs and sustainability concerns [13:38] Wondery sponsorships and podcast evolution [14:47] Microsoft Copilot controversy in Bing search [16:24] Comparing Google Gemini and Bing AI experiences [18:16] Panel wrap-up and closing thoughts Links: Spotify exposed: Private listening habits of politicians, journalists and tech bros leaked in a privacy meltdown https://www.idownloadblog.com/2025/07/31/spotify-playlist-leak-privacy/ Spotify's lax privacy means anyone can see the Vice President's song choices  https://www.engadget.com/cybersecurity/spotifys-lax-privacy-means-anyone-can-see-the-vice-presidents-song-choices-123015427.html Amazon Shifts Its Podcast Strategy, Eliminating 100 Wondery Jobs https://www.nytimes.com/2025/08/04/business/media/amazon-wondery-podcasts-layoffs.html?unlocked_article_code=1.b08.1l-v.0TtauLIcRKQG&smid=url-share Microsoft Is Trying to Trick You Into Using Copilot https://lifehacker.com/tech/microsoft-is-trying-to-trick-you-into-using-copilot-again 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. 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

Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: -Open AI CEO Sam Altman's comments about AI bubbles -Target and Estee Lauder under new leadership -Home Depot and Loew's in a race to own the building products space Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren 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

Increased Elasticsearch Recognizance Scans Our honeypots noted an increase in reconnaissance scans for Elasticsearch. In particular, the endpoint /_cluster/settings is hit hard. https://isc.sans.edu/diary/Increased%20Elasticsearch%20Recognizance%20Scans/32212 Microsoft Patch Tuesday Issues Microsoft noted some issues deploying the most recent patches with WSUS. There are also issues with certain SSDs if larger files are transferred. https://learn.microsoft.com/en-us/windows/release-health/status-windows-11-24h2#3635msgdesc https://www.tomshardware.com/pc-components/ssds/latest-windows-11-security-patch-might-be-breaking-ssds-under-heavy-workloads-users-report-disappearing-drives-following-file-transfers-including-some-that-cannot-be-recovered-after-a-reboot SAP Vulnerabilities Exploited CVE-2025-31324, CVE-2025-42999 Details explaining how to take advantage of two SAP vulnerabilities were made public https://onapsis.com/blog/new-exploit-for-cve-2025-31324/

To close out the 2025 Authors in August series, we flip the script—and the mic. Chris Hill, longtime Fool and creator of Motley Fool Money (and host of Money Unplugged) returns as guest host to grill David about his forthcoming book, “Rule Breaker Investing.” David reveals his first-ever Rule Breaker stock (before he'd even coined the phrase), the inspiration for his discipline… he names names on current dark clouds investors may be able to see through, and brings Rule Breaker thinking across diverse topics, from portfolio construction to sports betting. Finally, it's Chris who leads a round of Buy, Sell, or Hold, with David! Companies Discussed: AAPL, AMZN, AXON, CMG, CRM, DDD, GPRO, ISRG, META, MRNA, MSFT, NFLX, NVDA, ODFL, PTON, SHOP, TREX, TSLA Pre-order Rule Breaker Investing here: https://www.amazon.com/gp/product/1804091219/ Sign up for The Motley Fool's Breakfast News here: www.fool.com/breakfastnews Guest Host (first one ever): Chris Hill Guest: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Spotify faces backlash after exposing listener data, including the questionable musical tastes of one high-profile user, raising questions about default privacy settings. Amazon restructures Wondery, cutting staff while shifting podcasts under Audible and exploring video strategies, sparking debate about the future of scripted, high-production shows. Finally, Microsoft draws criticism from Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio for quietly steering Bing users toward Copilot, highlighting growing competition in AI search and the blurred lines between helpful integration and aggressive promotion.  Take Control Books brings you this edition of MacVoices. Get the answers you need now from leading experts. Show Notes: Chapters: [0:00] Spotify's security shenanigans and user data exposure [0:42] Playlist privacy, podcast listening data, and defaults [2:47] Privacy concerns around podcasts vs. music [3:30] Amazon shifts Wondery and podcast strategy [5:45] The rise of video podcasts and scripted shows [7:32] Layoffs at Wondery and financial motivations [8:28] Audible integration and Amazon's content plans [9:31] Celebrity-driven podcasts and popularity trends [12:43] Production costs and sustainability concerns [13:38] Wondery sponsorships and podcast evolution [14:47] Microsoft Copilot controversy in Bing search [16:24] Comparing Google Gemini and Bing AI experiences [18:16] Panel wrap-up and closing thoughts Links: Spotify exposed: Private listening habits of politicians, journalists and tech bros leaked in a privacy meltdown https://www.idownloadblog.com/2025/07/31/spotify-playlist-leak-privacy/ Spotify's lax privacy means anyone can see the Vice President's song choices  https://www.engadget.com/cybersecurity/spotifys-lax-privacy-means-anyone-can-see-the-vice-presidents-song-choices-123015427.html Amazon Shifts Its Podcast Strategy, Eliminating 100 Wondery Jobs https://www.nytimes.com/2025/08/04/business/media/amazon-wondery-podcasts-layoffs.html?unlocked_article_code=1.b08.1l-v.0TtauLIcRKQG&smid=url-share Microsoft Is Trying to Trick You Into Using Copilot https://lifehacker.com/tech/microsoft-is-trying-to-trick-you-into-using-copilot-again 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. 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

The panel examines Tim Cook's record tenure, Apple's leadership future, and the company's innovation challenges. Debates include whether the next CEO should come from inside or outside, Apple's reinvention cycle, the Vision Pro's role, and the balance between privacy and business growth. Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio also assess Adobe's free AI tool, raising questions about user trust and data security for online free services.  This edition of MacVoices is supported by MacVoices After Dark. What happens before and after the shows is uncensored, on-topic, off-topic, and always off the wall. Sign up as a MacVoices Patron and get access!http://patreon.com/macvoices Show Notes: Chapters: [0:00] Tim Cook's Tenure Surpasses Steve Jobs[1:57] Inside vs. Outside Candidates for Apple CEO[2:48] Apple's Need for Reinvention and Innovation[5:28] Organizational Culture and Leadership Models[7:26] The Vision Pro as a Halo Product[9:58] Privacy, Product Ethos, and CEO Background[11:26] Innovation, Growth, and Flatlining Debate[12:56] Ecosystem Strength and Regulatory Pressures[14:55] Devices, Services, and Apple's Lane[18:03] Stock Performance and CEO Decisions[19:24] Engineering Backgrounds in CEO History[22:13] Adobe's Free AI Tool and Privacy Concerns[27:28] Academic and Business Views on Online Tools[29:16] CEO Backgrounds: Spindler and Emilio[31:02] Lessons from Past Apple Leadership Links: Tim Cook's Reign as Apple's CEO Has Now Lasted Longer Than Steve Jobs' Entire Tenure https://www.mactrast.com/2025/08/tim-cooks-reign-as-apples-ceo-has-now-lasted-longer-than-steve-jobs-entire-tenure/ This free Adobe tool offers Photoshop-strength background removalhttps://www.fastcompany.com/91375212/remove-background-free-adobe-express   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. 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

The panel examines Tim Cook's record tenure, Apple's leadership future, and the company's innovation challenges. Debates include whether the next CEO should come from inside or outside, Apple's reinvention cycle, the Vision Pro's role, and the balance between privacy and business growth. Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio also assess Adobe's free AI tool, raising questions about user trust and data security for online free services.  This edition of MacVoices is supported by MacVoices After Dark. What happens before and after the shows is uncensored, on-topic, off-topic, and always off the wall. Sign up as a MacVoices Patron and get access! http://patreon.com/macvoices Show Notes: Chapters: [0:00] Tim Cook's Tenure Surpasses Steve Jobs [1:57] Inside vs. Outside Candidates for Apple CEO [2:48] Apple's Need for Reinvention and Innovation [5:28] Organizational Culture and Leadership Models [7:26] The Vision Pro as a Halo Product [9:58] Privacy, Product Ethos, and CEO Background [11:26] Innovation, Growth, and Flatlining Debate [12:56] Ecosystem Strength and Regulatory Pressures [14:55] Devices, Services, and Apple's Lane [18:03] Stock Performance and CEO Decisions [19:24] Engineering Backgrounds in CEO History [22:13] Adobe's Free AI Tool and Privacy Concerns [27:28] Academic and Business Views on Online Tools [29:16] CEO Backgrounds: Spindler and Emilio [31:02] Lessons from Past Apple Leadership Links: Tim Cook's Reign as Apple's CEO Has Now Lasted Longer Than Steve Jobs' Entire Tenure  https://www.mactrast.com/2025/08/tim-cooks-reign-as-apples-ceo-has-now-lasted-longer-than-steve-jobs-entire-tenure/ This free Adobe tool offers Photoshop-strength background removal https://www.fastcompany.com/91375212/remove-background-free-adobe-express   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. 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

This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position themselves for the next decade and beyond.You'll hear about recent dividend news from Interface (TILE) and Agree Realty (ADC), how US and European infrastructure approaches differ, why utilities like Iberdrola (IBE.MC) and Enel (ENEL.MI) stand out, and how tech giants Meta (META), Alphabet (GOOG), and Microsoft (MSFT) fit into the AI megatrend. We also look into healthcare innovation, options income strategies, and favourite finance content creators.Tickers Mentioned: TILE, ADC, O, BAM, BIP, NEE, DUK, ED, IBE.MC, ENEL.MI, ABB, DG.PA, META, GOOG, MSFT, GE, CWEN, ASML.AS, SAP, MDT, MRK, ABBV, NVO, LLY, ROG.SW, SNY, SYK, ABT, BDX, RMD, STRCChapters:00:00 – Introduction & Guest Welcome02:52 – Company News: Interface & Dividend Increases05:41 – Agree Realty & REIT Quality08:43 – Understanding Megatrends11:51 – Infrastructure as a Megatrend29:06 – Clean Energy Transition39:31 – The Rise of Technology & AI46:51 – Healthcare Opportunities01:04:06 – Options Income Strategies & High Yield Ideas01:20:06 – Favorite Finance Content Creators & Closing RemarksGet a free sample of our premium dividend newsletter! Stay ahead of the market with in-depth stock analysis here: https://dividendtalk.eu/download-your-free-samples/ Stay Updated:Twitter - @DividendTalk_Twitter - @European_DGIJoin our Facebook Community - Dividend Talk Facebook GroupJoin our Discord group - https://discord.gg/nJyt9KWAB5

Eric Clark discusses why he's still constructive on the market despite recent volatility. He's bullish on consumer stocks, particularly those with strong e-commerce exposure, citing names like Meta Platforms (META), Shopify (SHOP), and Ulta Beauty (ULTA). Clark likes companies with AI capabilities, such as Microsoft (MSFT), Alphabet (GOOGL), and ServiceNow (NOW), and believes they will continue to benefit from the AI deployment trend. He also sees opportunities in the housing market, specifically in home improvement companies like Lowe's (LOW) and Home Depot (HD), and in retailers like TJX Companies (TJX).======== 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

Eddie Yoon breaks down the latest data on the consumer, citing flat PCE and disposable income growth despite inflation headwinds. He believes the 2% inflation rate is "far behind us," and 3% will become the new normal, driven in part by surging energy costs and AI-driven demand. Yoon also notes the potential for a consumer backlash against big tech companies like Microsoft (MSFT), which are driving up energy costs while cutting high-paying jobs. He sees a generational shift in spending habits, with younger consumers favoring experiences and sustainable living over traditional categories like alcohol, which could spell trouble for companies like Boston Beer Company (SAM) and Brown Forman (BF/B).======== 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 discusses Dropbox ending its password service, Sengled smart bulb Alexa support being pulled, and Apple joining other tech giants to digitize healthcare records. Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio debate interoperability challenges, Apple's evolving AI strategy and privacy trade-offs, celebrate 3 billion iPhones sold, and examine Apple's lawsuit against Apple Cinemas for trademark concerns after its San Francisco expansion.  Take Control Books brings you this edition of MacVoices. Get the answers you need now from leading experts. Show Notes: Chapters: [0:00] Introductions and Panel Banter[3:55] Public Service Announcements: Dropbox Passwords, Sengled Alexa Support[9:12] Apple Joins Push to Digitize Healthcare Records[22:15] Apple's AI Strategy and “Answers” Team Discussion[33:27] 3 Billion iPhones Sold: Milestone Reflections[38:49] Apple Lawsuit Against Apple Cinemas Expansion Links: Users left scrambling for a plan B as Dropbox drops Dropbox Passwordshttps://www.theregister.com/2025/07/30/dropbox_drops_dropbox_passwords/ Amazon yanks Sengled's Alexa skill after a series of service outageshttps://www.pcworld.com/article/2864586/amazon-yanks-sengleds-alexa-skill-after-a-series-of-service-outages.html Apple and others back government plan to digitize healthcare https://appleinsider.com/articles/25/07/30/apple-and-others-back-government-plan-to-digitize-healthcare XKCDhttps://xkcd.com/927/ Apple now looking to rival ChatGPT with a new in-house 'Answers' team: report https://9to5mac.com/2025/08/03/apple-rivaling-chatgpt-with-new-internal-team-report/ Tim Cook holds company-wide meeting to address Apple's AI woeshttps://9to5mac.com/2025/08/01/tim-cook-holds-company-wide-meeting-to-address-apples-ai-woes/ Tim Cook: Apple just sold its three-billionth iPhonehttps://9to5mac.com/2025/07/31/tim-cook-apple-just-sold-its-three-billionth-iphone/ Apple Files Lawsuit Against Owners of Apple Cinemas for Attempting to Capitalize on Its Name https://www.mactrast.com/2025/08/apple-files-lawsuit-against-owners-of-apple-cinemas-for-attempting-to-capitalize-on-its-name/ 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. 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

The panel discusses Dropbox ending its password service, Sengled smart bulb Alexa support being pulled, and Apple joining other tech giants to digitize healthcare records. Chuck Joiner, David Ginsburg, Eric Bolden, Marty Jencius, Web Bixby, Brian Flanigan-Arthurs, Jim Rea, and Mark Fuccio debate interoperability challenges, Apple's evolving AI strategy and privacy trade-offs, celebrate 3 billion iPhones sold, and examine Apple's lawsuit against Apple Cinemas for trademark concerns after its San Francisco expansion.  Take Control Books brings you this edition of MacVoices. Get the answers you need now from leading experts. Show Notes: Chapters: [0:00] Introductions and Panel Banter [3:55] Public Service Announcements: Dropbox Passwords, Sengled Alexa Support [9:12] Apple Joins Push to Digitize Healthcare Records [22:15] Apple's AI Strategy and “Answers” Team Discussion [33:27] 3 Billion iPhones Sold: Milestone Reflections [38:49] Apple Lawsuit Against Apple Cinemas Expansion Links: Users left scrambling for a plan B as Dropbox drops Dropbox Passwords https://www.theregister.com/2025/07/30/dropbox_drops_dropbox_passwords/ Amazon yanks Sengled's Alexa skill after a series of service outages https://www.pcworld.com/article/2864586/amazon-yanks-sengleds-alexa-skill-after-a-series-of-service-outages.html Apple and others back government plan to digitize healthcare https://appleinsider.com/articles/25/07/30/apple-and-others-back-government-plan-to-digitize-healthcare XKCD https://xkcd.com/927/ Apple now looking to rival ChatGPT with a new in-house 'Answers' team: report https://9to5mac.com/2025/08/03/apple-rivaling-chatgpt-with-new-internal-team-report/ Tim Cook holds company-wide meeting to address Apple's AI woes https://9to5mac.com/2025/08/01/tim-cook-holds-company-wide-meeting-to-address-apples-ai-woes/ Tim Cook: Apple just sold its three-billionth iPhone https://9to5mac.com/2025/07/31/tim-cook-apple-just-sold-its-three-billionth-iphone/ Apple Files Lawsuit Against Owners of Apple Cinemas for Attempting to Capitalize on Its Name  https://www.mactrast.com/2025/08/apple-files-lawsuit-against-owners-of-apple-cinemas-for-attempting-to-capitalize-on-its-name/ 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. 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

Austin Lyons says the Mag 7 continue to dominate market leadership, though it's becoming more fragmented. As companies like Apple (AAPL) and Tesla (TSLA) play catch up, Austin poses the question to investors, "is there anywhere else that's better to put your money in the A.I. trade?" While he like Apple's tech ecosystem and Tesla's future prospects, he favors Microsoft (MSFT) currently as Azure cloud growth accelerates. On the chip trade, he talks about Intel (INTC) "getting back to their roots" and AMD Inc.'s (AMD) recent comeback as both companies vie for a piece of Nvidia's (NVDA) market share.

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out.01:27 Airbnb Investment Discussion02:38 Airbnb's Future and CEO Analysis05:15 Challenges and Opportunities for Airbnb13:52 Successful Business Transformations14:31 Amazon's Strategic Moves21:12 Microsoft's Resurgence26:38 The Impact of the iPhone on Apple's Future26:56 Microsoft's Struggles with Innovation27:19 Steve Ballmer's Infamous Moment28:01 Berkshire Hathaway: A Unique Conglomerate30:42 Under Armour's Rise and Fall33:27 Shopify's Strategic Decisions36:24 Companies with Uncertain Futures45:10 Tesla: The Ultimate Story StockCompanies mentioned: ABNB, AMZN, BRK.B, CPNG, MELI, MSFT, NFLX, SBUX, SHOP, SOFI, TSLA, UA*****************************************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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In today's Cloud Wars Minute, I discuss Satya Nadella's bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.Highlights00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We're number one, and all of the other hyperscalers — Google, Oracle, and AWS — can fight for the number two spot.”01:06 — Q4 cloud revenue was up 27% to 46.7 billion. Full year cloud revenue was $168 billion, up 23%. One that really blows me away, its RPO for Q4 was $368 billion up 37%, so that is remaining performance,obligation, contracted business not yet recognized as revenue. Then for Azure, for the full year, $75 billion and a 39% growth rate in Q4. So pretty powerful stuff.02:04 — Nadella said, "We're the leaders in breadth of AI products and AI infrastructure." He said, "In our overall tech stack, nobody can touch us, and that's how we're able to deliver at this scale." He said, "We have more data centers than anybody else does," cutting against some claims that have been made by Oracle and others. "We are outperforming everybody else."03:16 — I thought it was interesting that, without identifying those specific companies, he referred to our competitors and that we're doing more than them. Now, I think this was a smart move by Nadella, right? Because we're not talking about some technical features — these are the technological foundations that business leaders will be betting the future of their companies on.03:55 — So, the hyperscalers with the best overall capabilities are going to be the ones that those business leaders tend to go with. I think it's a smart move by Nadella here to say, in my view, here's where we stand. We're out ahead of the others on all this. Now, I'm sure Google Cloud, Oracle, and AWS will have their own points of view on this, and I would encourage all of them to speak up.04:20 — I'm not talking about name-calling, but a very clear and well-articulated, reasoned, customer-oriented set of here's where I stand versus competitors here. I was glad to see this from Microsoft. I hope everybody does it, and later this morning on Cloud Wars, I'll have a detailed article offering the verbatim comments that Nadella made about these different subjects. Visit Cloud Wars for more.

In this week's episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter.  We also dive into three big names making headlines: Wolters Kluwer's sharp share price drop and the fear of AI disruption, Novo Nordisk's earnings and competition with Eli Lilly, and UnitedHealth's reduced outlook.  Along the way, we cover dividend hikes and cuts from around the globe, have some laughs over corporate slogans, and answer a packed list of listener questions ranging from sector risks to portfolio construction. SEE YOU ON THE INSIDE!! Tickers discussed: WKL.AS, NVO, LLY, UNH, HEIA.AS, NN.AS, AD.AS, ITW, CLX, AWR, WHR, LGEN.L, MRK, LVMH.PA, TGT, LYB, NKE,CVX, HPQ, MSFT, SHEL, BTI, BAM, BAES.L, HORNB.BR, UPS, PEP, CCOI, ORA.PA,ASR.AS, ASML.AS, UL, GLB.IR, KRZ.F, KESKOB.HE, KNEBV.HE, SAMPO.HE, AGE.BR, XIOR.BR,ASC.BR, SHL.DE, DEF.F, NVO-B.CO, VICI, RY, DOL.TO, FTS.TO, UKW.L, VOLVB.ST,INVE-A.ST, INVE-B.ST, SEB-A.ST, SWED-A.ST, HAND-B.ST, SHELL.AS, VIE.PA, O,SECUB.ST, ABBV, BAYN.DE.  Join us :[Facebook]  - Https://www.facebook.com/groups/dividendtalk[Twitter] -   @DividendTalk_    ,  @European_DG[Discord] - https://discord.gg/nJyt9KWAB5[Premium Services] - https://dividendtalk.eu/how-it-works

OpenAI launched ChatGPT-5 to the public Thursday evening, the latest model for the private company everyone's watching. However, as Jeff Pierce notes, it could also be bullish for Microsoft (MSFT). Prosper Trading Academy's Charles Moon gives investors a glimpse into an example options trade for the Mag 7 stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through Amazon (AMZN) AWS, Microsoft (MSFT), and mostly recently, Nvidia (NVDA).======== 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

Earnings season has been great so far, but “uneven,” Howard Chan notes, “Most of the growth is actually coming from large, technology-focused companies.” He likes “consumer-forward tech” companies like Netflix (NFLX) and Uber (UBER) and AI infrastructure companies like semiconductor maker Nvidia (NVDA) and cloud service providers such as Microsoft (MSFT), where “demand outstrips supply.” While some are worried about market concentration in only a few names, he argues that big tech are global companies with global demand. He's also bullish on smaller chipmakers.======== 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

Aquiles Larrea returns to the Big 3 and offers his take on companies he expects to make big A.I. moves. He notes Microsoft's (MSFT) Azure cloud strength as something he sees continuing, Apple (AAPL) recapturing lost legroom in the A.I. race, and Kingsoft (KC) capturing a sizeable Asian market with a "buyer beware" sticker attached. Charles Schwab's Ben Watson gives investors insight into the stock charts and highlights key levels to watch. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

In this episode of the Hot Options Report, listeners are provided with an in-depth spotlight on Microsoft options trading activity. The episode covers recent performance, including Microsoft's significant earnings, historical stock price movements, and notable highs and lows in options volume and implied volatility (IV). Key open positions in Microsoft's options market are highlighted, with a focus on the popular strikes for both calls and puts.    00:26 Welcome to the Hot Options Report 01:56 Spotlight on Microsoft Options 02:37 Microsoft Options Volume and Activity 03:35 Top Microsoft Options Positions 04:11 Conclusion and Upcoming Spotlights ------------------------------------------------ All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors.  Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy.  Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers.  Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics.  See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.  

Alexandra Ebert covers AI and global business, reflecting on Mag 7 earnings and the race between the U.S. and China. She compares Microsoft's (MSFT) AI investments, which she calls more vertically aligned, to Meta (META), which is more consumer and ad focused. She thinks MSFT is “more stable in its current business model.” However, she thinks many businesses are “overhyping” AI benefits and uses, and productivity gains are unclear. Alexandra also explains how we can continue to evolve AI models and their uses.======== 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

Co-hosts Mark Thompson and Steve Little explore OpenAI's groundbreaking ChatGPT Agent, demonstrating how this autonomous tool can research, analyze, and perform complex tasks on your behalf.Next, they address important security concerns to consider in the new world of AI agents, introducing practical guidelines for protecting sensitive family data and avoiding prompt injection attacks.This week's Tip of the Week provides a back-to-basics guide on what AI is and its four core strengths: summarization, extraction, generation, and translation.In RapidFire, they discuss OpenAI's rumored office suite, Microsoft and Google's own efforts to integrate AI into their office suites, and recently announced AI infrastructure investments, including; Meta's Manhattan-sized data center and President Trump's new AI Action Plan.The hosts also announce their new Family History AI Show Academy, a five-week course beginning in October of 2025. See https://tixoom.app/fhaishow/ for more details.Timestamps:In the News:05:20 ChatGPT Agent: Autonomous Research Assistant for Genealogists22:49 Safe and Secure in the Age of AITip of the Week:36:20 What is AI and What is it Good For? Back to BasicsRapidFire:50:57 OpenAI's Office Suite Rumors53:56 Microsoft and Google Bring AI to Their Office Suites60:17 Big AI Infrastructure: Manhattan-Sized Data CentersResource Links:Introduction to Family History AIhttps://tixoom.app/fhaishow/Do agents work in the browser?https://www.bensbites.com/p/do-agents-work-in-the-browserIntroducing ChatGPT agent: bridging research and actionhttps://openai.com/index/introducing-chatgpt-agent/OpenAI's new ChatGPT Agent can control an entire computer and do tasks for youhttps://www.theverge.com/ai-artificial-intelligence/709158/openai-new-release-chatgpt-agent-operator-deep-researchOpenAI's New ChatGPT Agent Tries to Do It Allhttps://www.wired.com/story/openai-chatgpt-agent-launch/Agent demo posthttps://x.com/rowancheung/status/1945896543263080736OpenAI Quietly Designed a Rival to Google Workspace, Microsoft Officehttps://www.theinformation.com/articles/openai-quietly-designed-rival-google-workspace-microsoft-officeOpenAI Is Quietly Creating Tools to Take on Microsoft Office and Google Workspacehttps://www.theglobeandmail.com/investing/markets/stocks/MSFT/pressreleases/33074368/openai-is-quietly-creating-tools-to-take-on-microsoft-office-and-google-workspace-googl/What's new in Microsoft 365 Copilot?https://techcommunity.microsoft.com/blog/microsoft365copilotblog/what%E2%80%99s-new-in-microsoft-365-copilot--june-2025/4427592Google Workspace enables the future of AI-powered work for every businesshttps://workspace.google.com/blog/product-announcements/empowering-businesses-with-AIGoogle Workspace Review: Will it Serve My Needs?https://www.emailtooltester.com/en/blog/google-workspace-review/Tags:Artificial Intelligence, Genealogy, Family History, AI Agents, ChatGPT Agent, OpenAI, Computer Use, AI Security, Prompt Injection, Database Analysis, RootsMagic, Cemetery Records, AI Office Suite, Microsoft 365 Copilot, Google Workspace, Data Centers, AI Infrastructure, Natural Language Processing, Large Language Models, Context Windows, AI Education, Family History AI Show Academy, AI Reasoning Models, Autonomous Research, AI Ethics

In this episode, we provide a recap on earnings so far in Q2, which, so far, have been good enough for the market to remain near all-time highs. We also delve a little deeper into some of the megacap earnings, especially as it relates to whether accounting rules are optically improving earnings while cash flow is shrinking as spending on capital expenditures, specifically AI chips, is draining corporate coffers. To wit, free cash flow versus capex for the four biggest spenders (GOOG, META, AMZN, and MSFT) is as follows (in billions): 2024 FCF - $233 Capex - $226 2025 FCF - $207 Capex - $351 2026 FCF - $240 Capex - $445 2027 FCF - $289 Capex - $512 In other words, these businesses, which once generated massive amounts of free cash flow for things like buybacks, are becoming much more capital intensive. However, since 2021, it has been only the 10 biggest stocks that have had earnings that have exceeded inflation; the other 490 have barely kept pace with overall price increases. We also talk about inflation, specifically the shift toward the greater use of estimates versus actual inflation data, as well as the smoke signals from the economic intelligentsia hinting at a shift away from the fed's long-standing 2% inflation target. In the spirit of government estimates, we also review the recent (abysmal) jobs data, and revisions, and connect that with the demise of certain professions, which ties into the massive AI spending driving corporate earnings and capital expenditures. We close with a look at the strong recent performance of speculative stocks, the historically large nature of the volume in that trading, and why that has historically boded poorly going forward. Of particular note is the recent record flow into the Ark Innovation ETF. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

Marley Kayden takes investors through the morning's biggest movers, which included Hims & Hers (HIMS) sliding more than 10% after its earnings. Its revenue miss led to the selling action despite the company expanding its footprint overseas. Meanwhile, Pfizer (PFE) rallied after it beat and raised EPS guidance for 2025. Marley explains how Microsoft (MSFT) and Meta Platforms (META) played a role in Bank of America's big price target raise on Oracle (ORCL).======== 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

F1 Racing and the markets. Earnings, economics and the Fed. The casino - zero date options. Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)     Stay Updated Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom's lifelong passion following Formula 1 racing. In the early 90's, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm's portfolio. It's now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)

Story of the Week (DR):​​Mark Zuckerberg just shared his vision for 'personal superintelligence."But perhaps even more important is that superintelligence has the potential to begin a new era of personal empowerment where people will have greater agency to improve the world in the directions they choose,"'Mark Zuckerberg is pouring billions of dollars into AI ‘superintelligence'—so why does his Instagram pitch feel so underwhelming?Mark Zuckerberg Looks Like He's Been Taken Hostage as He Explains Plan for Deploying AI SuperintelligenceAnthropic's CEO says massive salary changes could 'destroy' company culture"If Mark Zuckerberg throws a dart at a dartboard and hits your name, that doesn't mean you should be paid 10 times more than the guy next to you who's just as skilled."Amodei said such massive salary changes could "destroy" a company's culture by treating people "unfairly."Many of his employees have rejected the outside offers, and some "wouldn't even talk to Mark Zuckerberg."Wells Fargo board to appoint CEO Scharf as chairman and grant $30 million award MMSpecial CEO Equity Awardone-time equity award consisting of Restricted Share Rights with a grant date value of approximately $30 million and 1.046 million Stock Options (Exercise Price: $82.65)the Board approved and adopted the Company's By-Laws:The amendments remove the requirement that the Chairman of the Board be an independent director.The Board also amended the Company's Corporate Governance Guidelines to require a Lead Independent Director if the Chairman of the Board is not independentConsistent with this change, the independent directors of the Board intend to appoint Mr. Scharf as Chairman of the Board, and to appoint a Lead Independent Director of the Board.$30M last year, including $20M in equityWhat happens to existing chair Steven Black?Scharf was former CEO and CHair of The Bank of New York Mellon, when current Chair Black was appointed to the Mellon boardBlack on Pay CommitteeWith Committee Chair Ron Sargent, former CEO/Chair of Staples and current interim CEO of KrogerWall Street returns to work after Manhattan shooting that killed Blackstone executiveThe investigation is ongoing, but authorities found a note on the gunman suggesting Shane Tamura, who had a history of mental health issues, appeared to blame the National Football League (NFL) for a brain injury (CTE) he believed he had from playing football. His intended target was likely the NFL headquarters, which is also located in the building.The investment firm's offices were closed on Tuesday after it said senior Blackstone executive Wesley LePatner was among those killedReport: NFL will acquire up to 10 percent of ESPN as part of NFL Media dealJust to tweak Matt: ‘Woke is officially dead at Brown,' Trump says, after Ivy League school settles with federal govGoodliest of the Week (MM/DR):DR: Women Now Occupy Almost a Fifth of Top Venture Roles, Study FindsThe share of women in high-echelon postsThat share, which counts those in partner roles and above, has doubled since 2018 to 18.6%, according to nonprofit All RaiseMM: ‘Shame on them': Standard Chartered CEO decries banks that drop climate pledges DRBill Winters criticised banks that had jumped on the climate bandwagon when it was “fashionable”, but had since rolled back on their green ambitions or gone quiet on the subject.“Shame on them,” he said, without naming individual firms.Assholiest of the Week (MM): Brown UniversityTrump: Woke Is Dead at Brown University$50m extortion paid to Trump to restore funding“Brown will adopt the government's definition of “male” and “female,” for example, and must remove any consideration of race from the admissions process.”“Brown will no longer perform gender reassignment surgeries on minors or prescribe them puberty blockers or cross-sex hormones,” Leavitt added, calling it “chemical castration of children.”Barclays DRBarclays Reports £500 Million in Sustainable Finance RevenuesIn a report released YESTERDAY, the bank said it made $500m on sustainable finance44 page report detailing how amazing their work on climate is, how sustainable they are, and all the benefitsBarclays latest British lender to quit climate banking alliance"After consideration, we have decided to withdraw from the Net Zero Banking Alliance," the bank said in a statement on its website. "With the departure of most of the global banks, the organisation no longer has the membership to support our transition."MicrosoftMicrosoft CFO calls for 'intensity' in an internal memo, after blowout earningsThe chief financial officer, Amy Hood, sent an email to employees on Wednesday after the company reported a $27 billion quarterly profit, telling them the year ahead would require "intensity, clarity, and bold execution."The adult in the room just joined the middle schoolers in talking about “growth mindset” and “intensity” in a race to the bottom where we gut employees but executives keep their jobsThe enigma of adulthoodHood I'm sure is very worried about her job at MSFT… although she already has a job for life on the board of 3M, so why worry?Not for nothing, but Amy Coleman got the role of Chief People Officer in March, just in time to fire everyoneShe also cashed in more than $24m in options in the last 3 months, and despite being an NEO in the 10k, her contract was not disclosed in an 8K - curious how much she was paid to dispose of employees? Or is that the “enigma of disclosure”?Cowering employees37% of employees have wondered if emojis are professionalYour employees are worried about emojis being professionalYour research team is worried about buying the best governance data on earth because of a podcast with a segment called “Assholiest”Your rank and file, after years of wages that don't keep the pace of inflation, have to deal with a Walmart exec saying “nobody” will want to hire you if you're a “Debbie Downer”Meanwhile…Elon Musk Amplifies Bizarre Claim That 'Women Are Built To Be Traded' CEO Brags That He Gets "Extremely Excited" Firing People and Replacing Them With AILiterally, every week Jamie Dimon says something and Sam Altman is afraid of the apocalypse he's made… and your employees are so tenuous they're worried about improper emoji useHeadliniest of the WeekDR: Elon Musk Amplifies Bizarre Claim That 'Women Are Built To Be Traded' ANDElon Musk Pushes View That Women Are 'Anti-White' Because They're 'Weak'DR: U.S. Women in Coffee welcomes Mark Inman to its Board of DirectorsMM: Tesla Robotaxi Gets Stuck in Infinite Loop as Support Tries to Break It OutMM: Starbucks CEO: The company was 'mismanaged for a couple years'—here's his plan to 'bounce back'Who Won the Week?DR: King ChuckMM: Chainsaw Charlie! Cue memory reel:Charlie Scharf steps down as Visa CEO in 2016 because he said he couldn't spend enough time in San Francisco to do the job “effectively”Becomes CEO of Wells Fargo in 2019 and… commutes to San Francisco from NYCImmediately cuts staff, gets nicknamed “Chainsaw Charlie”... then complains he can't find enough black workers because they're not qualifiedJoins board of Microsoft where he can oversee record profits and simultaneous staff cuts, a personal joyJust got this news, he must be stoked: Wells Fargo board to appoint CEO Scharf as chairman and grant $30 million awardPredictionsDR: As part of of its 10% ownership of ESPN, the Disney board refuses to add an NFL player to its board but agrees to attend all board meetings wearing spandex and shoulder pads MM: Wells Fargo's investors are unhappy with Scharf's new chair appointment and retention grant, vote 73% approval of Scharf's pay but 99.6% in favor of everyone on the pay committee who set the pay and voted to make him chair

In this special episode of Dividend Talk, we tackle one of the most frustrating topics for European investors: dividend withholding tax. Our guest is Thomas Rappold, founder of Divizend.com, a platform built to automate and simplify dividend tax reclaims for retail investors. Thomas shares how his own investing struggles led him to build the company, and how Divizend is helping thousands of investors recover lost income from foreign dividends.We discuss:​What dividend withholding tax is (and why it's such a headache)​Why most investors miss out on reclaiming what's rightfully theirs​The upcoming EU-Faster regulation and digital tax residency certificates​The role of brokers, the EU Commission, and what's changing by 2028​Practical steps for reclaiming your foreign dividend taxes​Why dividend investors need to push for change and how Divizend is giving us a voice​Thomas also shares his unique investing mindset (yes, he owns both Palantir and Lindt!) and replaces a stock in our Dividend Growth Community Portfolio.

Daniel Rubino dives into this week's big tech earnings and says Microsoft (MSFT) displayed a strong position for future A.I. growth. He says the breakout Azure numbers show "confidence" from the company's leadership as it attempts to gain market share against Amazon's AWS. For Apple (AAPL), he says a "foldable" phone might be in the works as he points to higher adoption in competing Samsung devices. One reason he thinks Apple could hesitate is potentially eating into iPad sales. Daniel discusses tariffs impact for big tech companies and doesn't forecast a $2000 iPhone this fall.======== 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

出國上網，不用再那麼麻煩了 由 NordVPN 所推出的 Saily eSIM 服務，真的方便好用 下載 Saily eSIM 的 APP，在裡面購買並且啟用，eSIM 就可以開始作用 超過 200 個地區可使用，還可以幫你追蹤網路使用量 立刻點及專屬連結下載 Saily APP，並在結帳時使用優惠代碼 [miula]，立即享有專屬 eSIM 方案 85 折優惠！ M觀點 X Saily eSIM - https://saily.com/miula --- EP221. 特斯拉大單給三星、川普關稅戰進度、美股八月會修正嗎 | M觀點 --- (00:40) EP221 預告 (02:50) 業配時間：Saily eSIM (06:30) 閒聊時間：META & MSFT 財報都非常強 (10:31) 第一個話題：特斯拉大單給三星 (27:51) 第二個話題：川普美中關稅談判 (54:50) 第三個話題：美股八月會修正嗎 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/2XupBZa M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn

In this episode of The Option Block, host Mark Longo and his all-star panel including Uncle Mike Tosaw from St. Charles Wealth Management and Henry 'The Flowmaster' Schwartz from Cboe discuss various topics related to the options market. The show covers a wide range of issues such as reactions to Microsoft and Meta's impressive earnings, interesting call buys in lesser-known stocks like Coursera and Freshworks, and detailed breakdowns of recent unusual options activity. Listener polls on trading challenges and strategical preferences are addressed while Uncle Mike and Henry share their insights on the current market environment and upcoming economic events.    03:08 Market Analysis and Trading Strategies 06:27 Earnings Reports and Market Movers 12:34 Options Trading Insights and Trends 18:45 Earnings Season Highlights 29:32 Coinbase and Market Movements 30:19 Riot and Roku Analysis 30:55 Moderna and Cboe Insights 31:25 Earnings Season Highlights 32:15 Odd Block: Unusual Options Activity 32:55 Coursera and Freshworks Trades 39:46 Bristol Myers Squibb Breakdown 46:40 Listener Mail and Poll Results 53:33 Around the Block: Market Watch  

S&P Futures are showing strong gains this morning after outstanding earnings from Microsoft (MSFT) and Meta (META), both of which delivered results that surpassed expectations. Outside of tech, a majority of companies have delivered mixed or disappointing results. Fed Chairman Jerome Powell came across as hawkish in his press conference yesterday and indicated that the Fed is looking past the tariff situation by not raising rates. President Trump announced a trade deal with S. Korea. An agreement with Mexico remains fluid while an agreement with Canada appears unlikely. A federal appeal court will begin hearing oral arguments today on President Trumps claim that economic emergencies allow him the right to impose tariffs. The key economic data point for today will be the PCE report due out in the pre-market. On the earnings front, MSFT, META, WDC, EBAY & CVNA are higher after announcements. RACE, ARM, LRCX, WCOM, BUD, F, & HOOD are lower. After the bell today are earnings reports from AAPL, AMZN, KLAC, COIN, NET, ROKU, and RDDT.

Amazon's (AMZN) earnings came in mixed, with cloud growth underwhelming and capacity issues weighing on the stock. Meanwhile, advertising revenue growth of over 20% was a bright spot, aligning with strong digital ad numbers from Meta (META) and Alphabet (GOOGL). Ali Mogharabi discusses this, as well as how Apple (AAPL) crushed iPhone sales expectations. Microsoft (MSFT) also impressed with 39% cloud growth, thanks to Azure.======== 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

Sam Vadas and Diane King Hall kick off Thursday's coverage from the NYSE as investors react to two huge earnings beats from Microsoft (MSFT) and Meta (META). Microsoft's surge has the company on track to surpass a $4 trillion market cap valuation. Sam adds that ongoing trade deals taking shape, plus better-than-expected economic data and Jerome Powell's commentary after the FOMC decision to keep rates unchanged have investors weighing a lot this 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-...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

Microsoft (MSFT) rallies on strong cloud growth from its Azure unit as the company is poised to trade at new all-time highs Thursday. Jenny Horne dives into the Mag 7 member's better-than-expected earnings numbers and what's fueling the positive trading reaction. She adds that capex spending in A.I. expansion has been a closely watched metric thus far for megacap tech companies this earnings season. Later, Jenny quotes Wedbush's Dan Ives saying "There's nothing not to like" in Meta (META) earnings. She discusses the ongoing superintelligence and A.I. updates from Mark Zuckerberg's tech behemoth.======== 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

Alex Coffey says the start of Thursday's trading is an "interesting start" as both the S&P 500 (SPX) and Nasdaq-100 (NDX) reach new all-time highs. He expands on his initial thought saying strength in Microsoft (MSFT) and Meta (META) are lifting the indices based off of market cap size. He says they "flipped the script" on earnings season comparing the responses of Alphabet (GOOGL) and Netflix (NFLX).======== 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

George Noble shares his take on the market's performance in July, citing the outperformance of scalable businesses like Meta (META) and Microsoft (MSFT). He highlights potential risks to the economy, including the impact of tariffs, surging electricity prices, and increasing healthcare and housing costs. Noble also discusses top sector and stock ideas from his recent investment conference, including longs on Signet Jewelers (SIG), Harbor Energy, and International Seaways (INSW), and shorts on Freshpet (FRPT), DoorDash (DASH), and Sunrun (RUN).======== 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

Even as Microsoft (MSFT) hits new all-time highs, Ken Mahoney says there is "still a lot of excitement here." Ken adds that MSFT and Nvidia (NVDA) benefit from the law of big numbers, calling them the "Park Place and Boardwalk" in terms of positioning in the A.I. trade. Joseph Shaposhnik concurs and points to the company's "outstanding" quarter in its latest earnings report.======== 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

Caleb Silver joins Nicole Petallides at the NYSE to discuss the megacap tech themes drawing investor focus in the current market. He adds his take on Microsoft (MSFT) after the Azure stock hit new all-time highs. Caleb compares the top A.I. and cloud computing companies before turning to what he calls "the most important metric" in big tech companies right now: revenue per employee, saying Nvidia (NVDA) employees average $3.62M.======== 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

SUBSCRIBE to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe Dan Nathan, Guy Adami & special guest Katie Stockton break down the top market headlines and bring you stock market trade ideas for Wednesday, July 30th Checkout Fairlead: https://www.fairleadstrategies.com/ Checkout Fairlead Funds: https://www.fairleadfunds.com/ --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

Oh yes, we're talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent's deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices