Podcasts about MSFT

  • 467PODCASTS
  • 3,594EPISODES
  • 34mAVG DURATION
  • 1DAILY NEW EPISODE
  • Jun 15, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about MSFT

Show all podcasts related to msft

Latest podcast episodes about MSFT

TD Ameritrade Network
Thatcher: NVDA & MSFT Buys After Pullback, Fog Clears on Interest Rate Outlook

TD Ameritrade Network

Play Episode Listen Later Jun 15, 2026 7:20


News over the weekend that the U.S. and Iran have reached a peace agreement make Kevin Warsh's job "a lot easier" on moving interest rates, says Ted Thacther. He explains how the deal eases inflation fears as stocks move higher into the start of Monday's trading session. Ted also likes Nvidia (NVDA) as forward P/E hovers near a 10-year low. Microsoft (MSFT) is another Mag 7 name he sees having substantial upside after getting beaten down in the SaaS-pocalypse. ======== 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 Smattering
First Fridays 31. June 2026

The Smattering

Play Episode Listen Later Jun 14, 2026 63:51


Did the SpaceX IPO live up to the hype? We're breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices

The Canadian Investor
Canadian Insider Trading Allegations & the IPO Mania Continues

The Canadian Investor

Play Episode Listen Later Jun 11, 2026 52:58


In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer. We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors. Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder. Tickers of stocks discussed:TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

FactSet Evening Market Recap
Evening Market Recap - Thursday, 11-Jun

FactSet Evening Market Recap

Play Episode Listen Later Jun 11, 2026 5:57


Stocks were up, oil was down, yields were down, and the VIX was down after Trump said tonight's bombing of Iran was cancelled and that Tehran had approved a draft agreement that would extend ceasefire. Big tech was mostly better though MSFT was a drag.

TD Ameritrade Network
Daniel Rubino on AAPL Siri AI Updates, GOOGL & MSFT Expectations

TD Ameritrade Network

Play Episode Listen Later Jun 11, 2026 8:33


Windows Central's Daniel Rubino discusses major takeaways from Apple's (AAPL) WWDC 2026 event and expectations for the new Siri capabilities. He says Wall Street is being slightly disingenuous with Apple's earnings; however, it's not the killer moment people are expecting either. Daniel adds that companies like Alphabet (GOOGL) and Microsoft (MSFT) are likely already working on similar updates.======== 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

TD Ameritrade Network
Dryden Pence on GOOGL "Dominant" AI Position, META "Behind," MSFT Still Strong

TD Ameritrade Network

Play Episode Listen Later Jun 8, 2026 8:48


Dryden Pence turns his focus to the hyperscalers and their ability to drive profits as the AI trade evolves. In Alphabet (GOOGL), Dryden says he likes to see its investment "toward the future" that will capture "dominant" pieces of the market. Meta Platforms (META) shares continue to move below $600 as it expands AI capabilities, with Dryden saying the Mag 7 company is "behind" on developments. He adds that Microsoft (MSFT) is tied so closely to so many businesses that its growth is "embedded."======== 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 Disciplined Investor
TDI Podcast: Risk Happens Fast (#976)

The Disciplined Investor

Play Episode Listen Later Jun 7, 2026 53:39


Buy in May and Let's Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR's Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. 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), (AMZN), (SPY), (IWM), (RSP)

TD Ameritrade Network
Wagner: Dip Buying Opportunities in NVDA, MSFT, AMZN as Big Tech Pulls Back

TD Ameritrade Network

Play Episode Listen Later Jun 5, 2026 6:25


David Wagner says the tech rally still has room to run despite recent dips. He favors buying mega-cap names like Amazon (AMZN), Microsoft (MSFT), Nvidia (NVDA), and Broadcom (AVGO), citing attractive valuations and strong liquidity. He dismisses correction fears, pointing to ongoing market support.======== 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

TD Ameritrade Network
What MSFT Says About Tech Sector Momentum & NDX Volatility

TD Ameritrade Network

Play Episode Listen Later Jun 4, 2026 8:39


Kevin Davitt with Nasdaq discusses his overall look on the tech sector currently and what to make of recent tech momentum. He mentions underperformers like Microsoft (MSFT) that have since bounced back and what it means for the Nasdaq-100's (NDX) growth. Kevin also breaks down the outlook for potential market volatility following a parabolic rally in AI stocks.======== 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

TD Ameritrade Network
Tony Zhang on AI's Market Effect, AMZN & MSFT Options Trades

TD Ameritrade Network

Play Episode Listen Later Jun 4, 2026 7:16


OptionsPlay's Tony Zhang breaks down the state of the AI trade and its fragile effect on the market. He says given how cheap options are right now, it's a good opportunity for investors. Tony highlights Amazon (AMZN) and Microsoft (MSFT) as two Mag 7 stocks worth looking at and walks us through example options trades for both.======== 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

Option Trades Today
First Red Day in 9: Here's the Microsoft Trade

Option Trades Today

Play Episode Listen Later Jun 3, 2026 5:04


Nine days of gains. Then this. All four indices are in the red and Microsoft is lagging on top of that down today without having participated much in the rally either.   That setup is exactly what this trade looks for. IV rank on MSFT is at 58, which is high for this name. The trade: buy the 405 put, sell two 395 puts in the July cycle with 44 days to go. That gets filled for a $3.30 credit, an 82% probability of profit, and a break-even at $382, a level that would represent all-time lows on the chart. Max profit sits at $1,340 on $5,600 of buying power. The real goal is a couple hundred dollars in the next week or two.

TD Ameritrade Network
Ryan Kelly on MSFT & CRM Rebound, TSM & MU "Essential" Hardware Stocks

TD Ameritrade Network

Play Episode Listen Later Jun 3, 2026 9:31


Software companies are in the best position to benefit from AI expansion, says Ryan Kelly. He lists Microsoft (MSFT) and Salesforce (CRM) as two companies to add some of that AI muscle. In the hardware space, he considers TSMC (TSM) an "absolute essential" part of the supply chain and sees Micron (MU) having much more room to run after a 1,000% year-over-year rally. Ryan believes Nucor (NUE) will benefit inside and outside of the AI trade and Rolls-Royce (RYCEY) as a strong international company. ======== 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 Investing Podcast
Google Raises $80B in Equity to Fund AI CapEx – Who's Next, MSFT or ORCL? | June 2, 2026 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Jun 2, 2026 19:24


Andrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a discount, the administrative shift to corporate cash for employee RSU tax obligations, the broader AI cash crunch with $80 billion of SpaceX stock and Anthropic's IPO filing hitting the market, and which hyperscaler MSFT, ORCL, META, or AMZN could be next to raise.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

TD Ameritrade Network
Phil Palumbo on PANW & CRWD Outlook, MSFT & UBER Bull Cases

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2026 7:33


Despite Palo Alto Networks (PANW) and CrowdStrike (CRWD) having valuations that continue to expand, Phil Palumbo doesn't see an issue as long as the outlook for cybersecurity stays strong. If a correction takes shape, Phil calls it a buying opportunity. He considers Microsoft's (MSFT) enterprise tech reach as a strong Mag 7 opportunity, while listing Uber Technologies (UBER) as a cheap tech stock. ======== 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 Canadian Investor
5 Canadian Stocks to Buy and Forget + Are CPP's Returns Actually Bad?

The Canadian Investor

Play Episode Listen Later Jun 1, 2026 56:49


In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

WALL STREET COLADA
Junio abre en verde, $NVDA empuja AI PCs, $BRK.B compra $TMHC y $FDX estrena $FDXF

WALL STREET COLADA

Play Episode Listen Later Jun 1, 2026 4:26


SUMMARY DEL SHOW Futuros ligeramente al alza para abrir junio, con tech sosteniendo el tono, pero con el crudo todavía elevado y el conflicto EE. UU. Irán manteniendo al mercado sensible. Hoy el foco es ISM Manufacturero y, sobre todo, precios pagados. $NVDA amplía su ofensiva fuera del data center con el RTX Spark y el procesador N1X junto a $MSFT y arquitectura $ARM. También refuerza su hoja de ruta de agentic y physical AI con Vera Rubin y herramientas para agentes. $BRK.B acuerda comprar $TMHC en cash por $8.5 Billones y $FDX completa el spin de FedEx Freight, que empieza a cotizar como $FDXF.

The Canadian Investor
Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada's Future

The Canadian Investor

Play Episode Listen Later May 30, 2026 40:18


In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

TD Ameritrade Network
META & MSFT Lag in Mag 7: Angelo Zino Offers Bullish Rebound Case

TD Ameritrade Network

Play Episode Listen Later May 29, 2026 7:25


Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. He also discusses how Meta Platforms (META) cost-cutting plans, AI monetization, and Gen Z engagement will fuel future 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

How to Trade Stocks and Options Podcast by 10minutestocktrader.com
⚠️WATCH BEFORE MONDAY 9.30am!! #ASTS #DELL #MU #MSFT #NVDA #CRSR #NOW #IBM #HPE #SMCI #HOOD

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Play Episode Listen Later May 29, 2026 12:02


Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR:    • OVTLYR: Your Trading Intelligence Platform  Before Monday's 9:30am open, several major stocks are setting up for potentially important moves.In this video, we break down the key setups, signals, and market context around ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, and HOOD. We'll look at where momentum is building, where risk may be rising, and which names could be worth watching as the new trading week begins.This is not about guessing. It's about using data, trend, and OVTLYR signals to identify where opportunity and danger may be showing up before the market reacts.Stocks covered:ASTS, DELL, MU, MSFT, NVDA, CRSR, NOW, IBM, HPE, SMCI, HOODTry OVTLYR and start trading with smarter signals:https://ovtlyr.comDisclaimer: This video is for educational and informational purposes only. It is not financial advice. Always do your own research and manage your risk.Here's how we plan to DOMINATE the US Investing Championship for 20261. You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://docs.google.com/presentation/...2. You can follow along with EVERY SINGLE TRADE Taken in the US Investing Championship here: https://docs.google.com/spreadsheets/...NO INVESTMENT ADVICE. The information available through the Service is for general informational purposes only and references to specific securities, investment programs or funds are only for illustrative or educational purposes. No portion of the Service is a solicitation, recommendation, endorsement, or offer by OVTLYR or any third-party service provider to buy or sell any securities or financial instruments. You should not construe any such information or other material on the Service as legal, tax, investment, financial, or other advice. OVTLYR is not a fiduciary by virtue of any person's use of the Service. You alone assume the sole responsibility for evaluating the merits and risks associated with your use of any information on the Service. Nothing herein constitutes an offer or a solicitation of the purchase or sale of any security to any person in any jurisdiction in which such an offer or solicitation is not authorized. All purchases and sales of securities must and are to be made through a registered securities broker or dealer of your choosing with whom you have a contractual relationship and have agreed to accept such broker's or dealer's terms and conditions.

Security Now (MP3)
SN 1080: Vulnerability Debt Repayment - Will Mythos Change Cybersecurity Forever?

Security Now (MP3)

Play Episode Listen Later May 27, 2026 164:01 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

All TWiT.tv Shows (MP3)
Security Now 1080: Vulnerability Debt Repayment

All TWiT.tv Shows (MP3)

Play Episode Listen Later May 27, 2026 164:01 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

Security Now (Video HD)
SN 1080: Vulnerability Debt Repayment - Will Mythos Change Cybersecurity Forever?

Security Now (Video HD)

Play Episode Listen Later May 27, 2026 164:00 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

Security Now (Video HI)
SN 1080: Vulnerability Debt Repayment - Will Mythos Change Cybersecurity Forever?

Security Now (Video HI)

Play Episode Listen Later May 27, 2026 164:00 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

Radio Leo (Audio)
Security Now 1080: Vulnerability Debt Repayment

Radio Leo (Audio)

Play Episode Listen Later May 27, 2026 164:01 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

Security Now (Video LO)
SN 1080: Vulnerability Debt Repayment - Will Mythos Change Cybersecurity Forever?

Security Now (Video LO)

Play Episode Listen Later May 27, 2026 164:00 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

MacVoices Video
MacVoices #26153: Road to Macstock - Jill McKinley

MacVoices Video

Play Episode Listen Later May 27, 2026 23:49


A wide range of tech stories get the MacVoices treatment, starting with the quick sellout of the Steve Jobs commemorative coin and what strong MacBook Neo demand may say about Apple's pricing, chip planning, and enterprise appeal. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio also discuss Apple updates unexpectedly changing settings, a Canvas ransomware disruption affecting schools, Chrome's hidden AI download, Google's Liquid Glass similarities, Digg's AI-focused return, and safer lithium coin batteries.  MacVoices is supported by Macstock Connference, along with Ecamm Creator Camp, taking place in Crystal Lake IL on July 9 - 12. Sign up at macstockconference.com and use the code “macvoices” to save $50 off your ticket. Show Notes: Chapters: 0:00] Steve Jobs coin, MacBook Neo, security issues, and Dig preview[0:38] U.S. Mint Steve Jobs coin sells out quickly[1:33] MacBook Neo demand and Apple's chip supply strategy[2:17] TSMC wafer economics and Apple's semiconductor buying power[5:29] Dave Ginsburg exits for a speaking engagement[6:22] Was Apple surprised by MacBook Neo popularity?[7:02] Enterprise interest in lower-cost Macs[8:27] Mac preference among users stuck with Windows at work[8:50] A18 chips, A19 speculation, and Apple's planning[10:43] Apple's cash leverage with TSMC and component suppliers[12:29] iOS updates silently changing user settings[13:21] Unexpected settings changes on Mac and iPhone[13:58] iCloud Photos turning back on after updates[15:38] Background activity, battery life, and user control[17:34] Point releases changing settings without warning[19:22] Different reactions to unexpected software changes[20:55] Canvas outage and ransomware impact on education[22:17] Student assignments, grades, and course access problems[24:48] Finals, grade books, and institutional workarounds[26:53] Hackers, ransom agreements, and trust issues[28:25] Chrome's hidden AI file and storage concerns[29:25] Checking Chrome installs and Google updater behavior[31:28] Google accused of copying Apple's Liquid Glass look[32:24] Apple influence, imitation, and design choices[34:18] Dig returns as an AI news aggregator[35:17] How Dig is sourcing AI news from X[37:30] Potential value and risks of AI-focused aggregation[38:04] Live check for Chrome's AI model file[39:53] Energizer's safer lithium coin batteries[40:18] Swallowing trends, Tide Pods, and challenge jokes[43:00] Panelist wrap-up and where to find everyone[47:06] Jeff Gamet's links, podcasts, and closing comments Links: Commemorative US Mint Steve Jobs coin sells out in just 11 minuteshttps://appleinsider.com/articles/26/05/12/commemorative-us-mint-steve-jobs-coin-sells-out-in-just-11-minutes   Yet Another Story of an iOS Update Silently Changing Settings – TidBITShttps://tidbits.com/2026/05/10/yet-another-story-of-an-ios-update-silently-changing-settings/     What's that coming over the hill? It's a MacBook, a MacBook Neo – Apple Musthttps://www.applemust.com/whats-that-coming-over-the-hill-its-a-macbook-a-macbook-neo/   Apple made it easy for others to record your iPhone calls, without you even knowing ithttps://www.fastcompany.com/91532660/apple-made-it-easy-to-creepily-record-iphone-calls-no-one-really-noticed-phone-recording   Canvas Has Been Hacked, and Is Apparently Being Held for Ransomhttps://lifehacker.com/tech/canvas-hack-shuts-down-college-computers-across-nation   Stop Chrome Browser From Downloading a Hidden 4GB AI Filehttps://www.macrumors.com/how-to/stop-chrome-downloading-hidden-4gb-file/   Google accused of copying Apple's Liquid Glass look – Android head denies ithttps://9to5mac.com/2026/05/07/google-accused-of-copying-apples-liquid-glass-look-android-head-denies-it/   Digg is back again, this time to aggregate AI newshttps://www.engadget.com/2170484/digg-ai-news-aggregator/   Energizer releases coin lithium batteries that won't cause burning if accidentally swallowed – Engadgethttps://www.engadget.com/2166624/energizer-releases-coin-lithium-batteries-that-wont-cause-burning-if-accidentally-swallowed/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and Mastodon. 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

Chit Chat Money
What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

Chit Chat Money

Play Episode Listen Later May 27, 2026 68:12


On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capital (27:13) Druckenmiller (41:05) Pat Dorsey (54:40) Value Act (01:03:27) Research Ideas and Final Takeaways ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Check out Value Spotlight: Stockwriteup.com  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

All TWiT.tv Shows (Video LO)
Security Now 1080: Vulnerability Debt Repayment

All TWiT.tv Shows (Video LO)

Play Episode Listen Later May 27, 2026 164:00 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

Radio Leo (Video HD)
Security Now 1080: Vulnerability Debt Repayment

Radio Leo (Video HD)

Play Episode Listen Later May 27, 2026 164:00 Transcription Available


Mozilla found 271 unknown Firefox vulnerabilities in days using AI—bugs that millions of automated test runs had missed for years. Steve Gibson argues this isn't a crisis. It's the industry finally paying down decades of security debt, and for the first time, defenders may have the advantage. Cisco meets Mythos Can the aging CVE system survive AI Patch deployment latency in the AI age MSFT's official YellowKey BitLocker bypass mitigation Ubiquiti patches 5 serious vulnerabilities Drupal attacked by a PostgreSQL injection Microsoft terminates SMS as a second factor GitHub hacked - all of its source code exfiltrated Russia is using very old Western software Why to get a no-charge AI chatbot account New Sci-Fi on Netflix What we learn from Mozilla's use of Mythos Show Notes - https://www.grc.com/sn/SN-1080-Notes.pdf Hosts: Steve Gibson and Leo Laporte Download or subscribe to Security Now at https://twit.tv/shows/security-now. You can submit a question to Security Now at the GRC Feedback Page. For 16kbps versions, transcripts, and notes (including fixes), visit Steve's site: grc.com, also the home of the best disk maintenance and recovery utility ever written Spinrite 6. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: guardsquare.com doppel.com cyberhoot.com/securitynow trustedtech.team/securitynow365 XBOW.com

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
SANS Stormcast Tuesday, May 26th, 2026: VBA in MSFT Access; NPM Stealer; PHP Laravel Compromise; Google API Key Lag;

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast

Play Episode Listen Later May 26, 2026 6:50


Microsoft Access VBA https://isc.sans.edu/diary/Microsoft%20Access%20VBA/33012 An Example of Stack String in High Level Language https://isc.sans.edu/diary/An%20Example%20of%20Stack%20String%20in%20High%20Level%20Language/33008 Cross-Platform NPM Stealer https://isc.sans.edu/diary/Cross-Platform%20NPM%20Stealer/33006 Laravel Lang Compromised with RCE Backdoor Across https://socket.dev/blog/laravel-lang-compromise Google API keys keep working after you delete them https://www.aikido.dev/blog/google-api-keys-deletion

MacVoices Video
MacVoices #26154: Live! - The Steve Jobs Coin, The MacBook Neo, A Wide-Reaching Hack and Digg's Return…Again

MacVoices Video

Play Episode Listen Later May 26, 2026 51:04


A wide range of tech stories get the MacVoices treatment, starting with the quick sellout of the Steve Jobs commemorative coin and what strong MacBook Neo demand may say about Apple's pricing, chip planning, and enterprise appeal. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio also discuss Apple updates unexpectedly changing settings, a Canvas ransomware disruption affecting schools, Chrome's hidden AI download, Google's Liquid Glass similarities, Digg's AI-focused return, and safer lithium coin batteries.  MacVoices is supported by Macstock Connference, along with Ecamm Creator Camp, taking place in Crystal Lake IL on July 9 - 12. Sign up at macstockconference.com and use the code “macvoices” to save $50 off your ticket. Show Notes: Chapters: 0:00] Steve Jobs coin, MacBook Neo, security issues, and Dig preview[0:38] U.S. Mint Steve Jobs coin sells out quickly[1:33] MacBook Neo demand and Apple's chip supply strategy[2:17] TSMC wafer economics and Apple's semiconductor buying power[5:29] Dave Ginsburg exits for a speaking engagement[6:22] Was Apple surprised by MacBook Neo popularity?[7:02] Enterprise interest in lower-cost Macs[8:27] Mac preference among users stuck with Windows at work[8:50] A18 chips, A19 speculation, and Apple's planning[10:43] Apple's cash leverage with TSMC and component suppliers[12:29] iOS updates silently changing user settings[13:21] Unexpected settings changes on Mac and iPhone[13:58] iCloud Photos turning back on after updates[15:38] Background activity, battery life, and user control[17:34] Point releases changing settings without warning[19:22] Different reactions to unexpected software changes[20:55] Canvas outage and ransomware impact on education[22:17] Student assignments, grades, and course access problems[24:48] Finals, grade books, and institutional workarounds[26:53] Hackers, ransom agreements, and trust issues[28:25] Chrome's hidden AI file and storage concerns[29:25] Checking Chrome installs and Google updater behavior[31:28] Google accused of copying Apple's Liquid Glass look[32:24] Apple influence, imitation, and design choices[34:18] Dig returns as an AI news aggregator[35:17] How Dig is sourcing AI news from X[37:30] Potential value and risks of AI-focused aggregation[38:04] Live check for Chrome's AI model file[39:53] Energizer's safer lithium coin batteries[40:18] Swallowing trends, Tide Pods, and challenge jokes[43:00] Panelist wrap-up and where to find everyone[47:06] Jeff Gamet's links, podcasts, and closing comments Links: Commemorative US Mint Steve Jobs coin sells out in just 11 minuteshttps://appleinsider.com/articles/26/05/12/commemorative-us-mint-steve-jobs-coin-sells-out-in-just-11-minutes   Yet Another Story of an iOS Update Silently Changing Settings – TidBITShttps://tidbits.com/2026/05/10/yet-another-story-of-an-ios-update-silently-changing-settings/     What's that coming over the hill? It's a MacBook, a MacBook Neo – Apple Musthttps://www.applemust.com/whats-that-coming-over-the-hill-its-a-macbook-a-macbook-neo/   Apple made it easy for others to record your iPhone calls, without you even knowing ithttps://www.fastcompany.com/91532660/apple-made-it-easy-to-creepily-record-iphone-calls-no-one-really-noticed-phone-recording   Canvas Has Been Hacked, and Is Apparently Being Held for Ransomhttps://lifehacker.com/tech/canvas-hack-shuts-down-college-computers-across-nation   Stop Chrome Browser From Downloading a Hidden 4GB AI Filehttps://www.macrumors.com/how-to/stop-chrome-downloading-hidden-4gb-file/   Google accused of copying Apple's Liquid Glass look – Android head denies ithttps://9to5mac.com/2026/05/07/google-accused-of-copying-apples-liquid-glass-look-android-head-denies-it/   Digg is back again, this time to aggregate AI newshttps://www.engadget.com/2170484/digg-ai-news-aggregator/   Energizer releases coin lithium batteries that won't cause burning if accidentally swallowed – Engadgethttps://www.engadget.com/2166624/energizer-releases-coin-lithium-batteries-that-wont-cause-burning-if-accidentally-swallowed/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and Mastodon. 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

MacVoices Audio
MacVoices #26154: Live! - The Steve Jobs Coin, The MacBook Neo, A Wide-Reaching Hack, and Digg's Return…Again

MacVoices Audio

Play Episode Listen Later May 26, 2026 51:05


A wide range of tech stories get the MacVoices treatment, starting with the quick sellout of the Steve Jobs commemorative coin and what strong MacBook Neo demand may say about Apple's pricing, chip planning, and enterprise appeal. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio also discuss Apple updates unexpectedly changing settings, a Canvas ransomware disruption affecting schools, Chrome's hidden AI download, Google's Liquid Glass similarities, Digg's AI-focused return, and safer lithium coin batteries.  MacVoices is supported by Macstock Connference, along with Ecamm Creator Camp, taking place in Crystal Lake IL on July 9 - 12. Sign up at macstockconference.com and use the code "macvoices" to save $50 off your ticket. Show Notes: Chapters: 0:00] Steve Jobs coin, MacBook Neo, security issues, and Dig preview [0:38] U.S. Mint Steve Jobs coin sells out quickly [1:33] MacBook Neo demand and Apple's chip supply strategy [2:17] TSMC wafer economics and Apple's semiconductor buying power [5:29] Dave Ginsburg exits for a speaking engagement [6:22] Was Apple surprised by MacBook Neo popularity? [7:02] Enterprise interest in lower-cost Macs [8:27] Mac preference among users stuck with Windows at work [8:50] A18 chips, A19 speculation, and Apple's planning [10:43] Apple's cash leverage with TSMC and component suppliers [12:29] iOS updates silently changing user settings [13:21] Unexpected settings changes on Mac and iPhone [13:58] iCloud Photos turning back on after updates [15:38] Background activity, battery life, and user control [17:34] Point releases changing settings without warning [19:22] Different reactions to unexpected software changes [20:55] Canvas outage and ransomware impact on education [22:17] Student assignments, grades, and course access problems [24:48] Finals, grade books, and institutional workarounds [26:53] Hackers, ransom agreements, and trust issues [28:25] Chrome's hidden AI file and storage concerns [29:25] Checking Chrome installs and Google updater behavior [31:28] Google accused of copying Apple's Liquid Glass look [32:24] Apple influence, imitation, and design choices [34:18] Dig returns as an AI news aggregator [35:17] How Dig is sourcing AI news from X [37:30] Potential value and risks of AI-focused aggregation [38:04] Live check for Chrome's AI model file [39:53] Energizer's safer lithium coin batteries [40:18] Swallowing trends, Tide Pods, and challenge jokes [43:00] Panelist wrap-up and where to find everyone [47:06] Jeff Gamet's links, podcasts, and closing comments Links: Commemorative US Mint Steve Jobs coin sells out in just 11 minutes https://appleinsider.com/articles/26/05/12/commemorative-us-mint-steve-jobs-coin-sells-out-in-just-11-minutes   Yet Another Story of an iOS Update Silently Changing Settings – TidBITS https://tidbits.com/2026/05/10/yet-another-story-of-an-ios-update-silently-changing-settings/     What's that coming over the hill? It's a MacBook, a MacBook Neo – Apple Must https://www.applemust.com/whats-that-coming-over-the-hill-its-a-macbook-a-macbook-neo/   Apple made it easy for others to record your iPhone calls, without you even knowing it https://www.fastcompany.com/91532660/apple-made-it-easy-to-creepily-record-iphone-calls-no-one-really-noticed-phone-recording   Canvas Has Been Hacked, and Is Apparently Being Held for Ransom https://lifehacker.com/tech/canvas-hack-shuts-down-college-computers-across-nation   Stop Chrome Browser From Downloading a Hidden 4GB AI File https://www.macrumors.com/how-to/stop-chrome-downloading-hidden-4gb-file/   Google accused of copying Apple's Liquid Glass look – Android head denies it https://9to5mac.com/2026/05/07/google-accused-of-copying-apples-liquid-glass-look-android-head-denies-it/   Digg is back again, this time to aggregate AI news https://www.engadget.com/2170484/digg-ai-news-aggregator/   Energizer releases coin lithium batteries that won't cause burning if accidentally swallowed – Engadget https://www.engadget.com/2166624/energizer-releases-coin-lithium-batteries-that-wont-cause-burning-if-accidentally-swallowed/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and Mastodon. 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

MacVoices Video
MacVoices #26152: Live! - Apple Vision Pro Backlash, Bartender is Back, and Apple Productivity App Changes

MacVoices Video

Play Episode Listen Later May 25, 2026 43:53


The MacVoices Live! panel examines backlash around Apple rumor reporting, especially Vision Pro speculation and the impact of click-driven headlines on developers and readers. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio then turn to Bartender's return after past trust concerns, alternatives for menu bar management, and whether the new version has regained credibility. Apple's changes to its productivity apps and subscription-linked features and how they affect what you see is also reviewed.  MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 0:00 Vision Pro backlash, Bartender's return, and productivity app changes0:28 Welcome and live show setup0:57 Panelist introductions begin1:05 David Ginsburg joins the discussion1:24 Marty Jencius recaps recovering from his son's wedding2:36 Eric Bowden checks in3:08 Brian Flanigan-Arthurs joins from Texas3:33 Jeff Gamet's plaid shirt and the pre-show banter4:32 Show notes availability and patron access5:26 Marty introduces backlash against Mark Gurman reporting6:18 Vision Pro rumors and the impact on developers7:18 The value and harm of Apple leaks8:06 Click-driven headlines and lost trust in reporting9:31 Sensationalism, skepticism, and Apple rumor coverage11:10 Gurman, Ming-Chi Kuo, and reliability of sources12:50 Apple secrecy, Tim Cook, and managing information15:10 Leaks as marketing and product anticipation16:19 Brian on missing surprises in Apple keynotes17:30 Jeff on “me too” articles and the echo chamber19:40 Context, speculation, and responsible analysis21:42 Vision Pro reaction on social media23:40 Apple news, clickbait, and reader responsibility24:35 Bartender returns after ownership and security concerns25:29 Jeff explains why menu bar utilities require trust26:51 Alternatives including Ice and Barbee27:43 New Bartender developers reach out for review28:51 New features, Top Shelf, widgets, and interface changes31:11 Jeff feels comfortable recommending Bartender again32:00 David reacts to Bartender's new structure and pricing34:31 Community trust and the value of direct outreach36:10 Reviewing software responsibly without attacking developers37:10 Bartender currently running on Jeff's Mac38:16 External display and notch-related Top Shelf behavior40:14 Viewer question about Top Shelf on Macs without a notch40:39 Apple removes old free productivity app versions41:21 Creator Studio, advanced features, and subscription nags42:32 New versions remain usable without paid advanced features43:09 Closing support, sponsor, and bandwidth credits Links: TAHOE'S UI ISSUES HAVE NOTHING TO DO WITH DISPLAY TECHNOLOGY, AND MAYBE, JUST MAYBE, WE SHOULD STOP ASSUMING GURMAN KNOWS ANYTHING ABOUT APPLE'S VISION HARDWARE ROADMAPhttps://daringfireball.net/linked/2026/05/11/gurman-on-macos-27-ui-and-vision-roadmap   Mark Gurman Has Been Burying the Apple Vision Pro Since Before It Shipped —I'm Out of Patiencehttps://www.frontrow.co/blog/mark-gurman-has-been-burying-the-apple-vision-pro-since-before-it-shipped-im-out-of-patience   Bartender Pro makes the MacBook notch more useful with widgets, files, clipboard, morehttps://9to5mac.com/2026/05/12/bartender-pro-makes-the-macbook-notch-more-useful-with-widgets-files-clipboard-more/   Apple has removed its old free productivity iWork appshttps://appleworld.today/2026/05/apple-has-removed-its-old-free-productivity-iwork-apps/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and 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

MacVoices Audio
MacVoices #26152: Live! - Apple Vision Pro Backlash, Bartender is Back, and Apple Productivity App Changes

MacVoices Audio

Play Episode Listen Later May 25, 2026 43:54


The MacVoices Live! panel examines backlash around Apple rumor reporting, especially Vision Pro speculation and the impact of click-driven headlines on developers and readers. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio then turn to Bartender's return after past trust concerns, alternatives for menu bar management, and whether the new version has regained credibility. Apple's changes to its productivity apps and subscription-linked features and how they affect what you see is also reviewed.  MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 0:00 Vision Pro backlash, Bartender's return, and productivity app changes 0:28 Welcome and live show setup 0:57 Panelist introductions begin 1:05 David Ginsburg joins the discussion 1:24 Marty Jencius recaps recovering from his son's wedding 2:36 Eric Bowden checks in 3:08 Brian Flanigan-Arthurs joins from Texas 3:33 Jeff Gamet's plaid shirt and the pre-show banter 4:32 Show notes availability and patron access 5:26 Marty introduces backlash against Mark Gurman reporting 6:18 Vision Pro rumors and the impact on developers 7:18 The value and harm of Apple leaks 8:06 Click-driven headlines and lost trust in reporting 9:31 Sensationalism, skepticism, and Apple rumor coverage 11:10 Gurman, Ming-Chi Kuo, and reliability of sources 12:50 Apple secrecy, Tim Cook, and managing information 15:10 Leaks as marketing and product anticipation 16:19 Brian on missing surprises in Apple keynotes 17:30 Jeff on "me too" articles and the echo chamber 19:40 Context, speculation, and responsible analysis 21:42 Vision Pro reaction on social media 23:40 Apple news, clickbait, and reader responsibility 24:35 Bartender returns after ownership and security concerns 25:29 Jeff explains why menu bar utilities require trust 26:51 Alternatives including Ice and Barbee 27:43 New Bartender developers reach out for review 28:51 New features, Top Shelf, widgets, and interface changes 31:11 Jeff feels comfortable recommending Bartender again 32:00 David reacts to Bartender's new structure and pricing 34:31 Community trust and the value of direct outreach 36:10 Reviewing software responsibly without attacking developers 37:10 Bartender currently running on Jeff's Mac 38:16 External display and notch-related Top Shelf behavior 40:14 Viewer question about Top Shelf on Macs without a notch 40:39 Apple removes old free productivity app versions 41:21 Creator Studio, advanced features, and subscription nags 42:32 New versions remain usable without paid advanced features 43:09 Closing support, sponsor, and bandwidth credits Links: TAHOE'S UI ISSUES HAVE NOTHING TO DO WITH DISPLAY TECHNOLOGY, AND MAYBE, JUST MAYBE, WE SHOULD STOP ASSUMING GURMAN KNOWS ANYTHING ABOUT APPLE'S VISION HARDWARE ROADMAP https://daringfireball.net/linked/2026/05/11/gurman-on-macos-27-ui-and-vision-roadmap   Mark Gurman Has Been Burying the Apple Vision Pro Since Before It Shipped —I'm Out of Patience https://www.frontrow.co/blog/mark-gurman-has-been-burying-the-apple-vision-pro-since-before-it-shipped-im-out-of-patience   Bartender Pro makes the MacBook notch more useful with widgets, files, clipboard, more https://9to5mac.com/2026/05/12/bartender-pro-makes-the-macbook-notch-more-useful-with-widgets-files-clipboard-more/   Apple has removed its old free productivity iWork apps https://appleworld.today/2026/05/apple-has-removed-its-old-free-productivity-iwork-apps/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and 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

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
SANS Stormcast Friday, May 22nd, 2026: Selective HTTP Proxying; More GitHub Repo Trouble; MSFT Defender Patches;

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast

Play Episode Listen Later May 22, 2026 6:35


Selective HTTP Proxying in Linux https://isc.sans.edu/diary/Selective%20HTTP%20Proxying%20in%20Linux/33002 Megalodon: Mass GitHub Repo Backdooring via CI Workflows https://safedep.io/megalodon-mass-github-repo-backdooring-ci-workflows/ MSFT Patches Recent Windows Defender Flaws CVE-2026-41091, CVE-2026-45498, CVE-2026-45584 https://x.com/fabian_bader/status/2057198207243804881 Cisco Secure Workload Unauthorized API Access Vulnerability CVE-2026-20223 https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-csw-pnbsa-g8WEnuy

MacVoices Video
MacVoices #26152: Live! - Apple Vision Pro Backlash, Bartender is Back, and Apple Productivity App Changes

MacVoices Video

Play Episode Listen Later May 22, 2026 12:12


The MacVoices Live! panel examines backlash around Apple rumor reporting, especially Vision Pro speculation and the impact of click-driven headlines on developers and readers. Chuck Joiner, David Ginsburg, Marty Jencius, Eric Bolden, Brian Flanigan-Arthurs, Jeff Gamet and Mark Fuccio then turn to Bartender's return after past trust concerns, alternatives for menu bar management, and whether the new version has regained credibility. Apple's changes to its productivity apps and subscription-linked features and how they affect what you see is also reviewed.  MacVoices is supported by NordLayer. Secure your network & stay compliant with one toggle-ready platform. Get an exclusive offer: up to 22% off NordLayer yearly plans plus 10% on top with the coupon code: MACVOICES10 at NordLayer.com/macvoices.  Try it risk-free—14-day money-back guarantee. Show Notes: Chapters: 0:00 Vision Pro backlash, Bartender's return, and productivity app changes0:28 Welcome and live show setup0:57 Panelist introductions begin1:05 David Ginsburg joins the discussion1:24 Marty Jencius recaps recovering from his son's wedding2:36 Eric Bowden checks in3:08 Brian Flanigan-Arthurs joins from Texas3:33 Jeff Gamet's plaid shirt and the pre-show banter4:32 Show notes availability and patron access5:26 Marty introduces backlash against Mark Gurman reporting6:18 Vision Pro rumors and the impact on developers7:18 The value and harm of Apple leaks8:06 Click-driven headlines and lost trust in reporting9:31 Sensationalism, skepticism, and Apple rumor coverage11:10 Gurman, Ming-Chi Kuo, and reliability of sources12:50 Apple secrecy, Tim Cook, and managing information15:10 Leaks as marketing and product anticipation16:19 Brian on missing surprises in Apple keynotes17:30 Jeff on “me too” articles and the echo chamber19:40 Context, speculation, and responsible analysis21:42 Vision Pro reaction on social media23:40 Apple news, clickbait, and reader responsibility24:35 Bartender returns after ownership and security concerns25:29 Jeff explains why menu bar utilities require trust26:51 Alternatives including Ice and Barbee27:43 New Bartender developers reach out for review28:51 New features, Top Shelf, widgets, and interface changes31:11 Jeff feels comfortable recommending Bartender again32:00 David reacts to Bartender's new structure and pricing34:31 Community trust and the value of direct outreach36:10 Reviewing software responsibly without attacking developers37:10 Bartender currently running on Jeff's Mac38:16 External display and notch-related Top Shelf behavior40:14 Viewer question about Top Shelf on Macs without a notch40:39 Apple removes old free productivity app versions41:21 Creator Studio, advanced features, and subscription nags42:32 New versions remain usable without paid advanced features43:09 Closing support, sponsor, and bandwidth credits Links: TAHOE'S UI ISSUES HAVE NOTHING TO DO WITH DISPLAY TECHNOLOGY, AND MAYBE, JUST MAYBE, WE SHOULD STOP ASSUMING GURMAN KNOWS ANYTHING ABOUT APPLE'S VISION HARDWARE ROADMAPhttps://daringfireball.net/linked/2026/05/11/gurman-on-macos-27-ui-and-vision-roadmap   Mark Gurman Has Been Burying the Apple Vision Pro Since Before It Shipped —I'm Out of Patiencehttps://www.frontrow.co/blog/mark-gurman-has-been-burying-the-apple-vision-pro-since-before-it-shipped-im-out-of-patience   Bartender Pro makes the MacBook notch more useful with widgets, files, clipboard, morehttps://9to5mac.com/2026/05/12/bartender-pro-makes-the-macbook-notch-more-useful-with-widgets-files-clipboard-more/   Apple has removed its old free productivity iWork appshttps://appleworld.today/2026/05/apple-has-removed-its-old-free-productivity-iwork-apps/ 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. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Marty Jencius, Ph.D.,is a counselor educator and technology pioneer who has spent 30 years bringing emerging tech into his field — from founding one of the first professional listservs (CESNET-L) to podcasting, virtual reality, and now AI and AR. He is the founder of ThePodTalk.net, where he produces Vision ProFiles, The Old Mac Gang, A.I. Productivity Workflow, The Tech Savvy Professor, 15 Minute Bytes, The Neo Notebook, and Fade to Chat: Golden Age Cinema. He is also a regular panelist on MacVoices Live!, In Touch with iOS, and The Mac Show. Find him on Bluesky and 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

Motley Fool Money
The SpaceX S-1: The Good, The Bad, The Verdict

Motley Fool Money

Play Episode Listen Later May 21, 2026 24:52


Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink's profitability- The space launch businesses (sort of) profitability- The unbelievably large market estimates- Is SpaceX actually just an AI company?- Can investors benefit from this corporate structure?- The leap of faith that is the valuation Companies discussed: SPCX, AMZN, MSFT, META, VOYG, Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon 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 Options Insider Radio Network
The Hot Options Report: 05-19-2026

The Options Insider Radio Network

Play Episode Listen Later May 20, 2026 10:59


Same-day expiration action dominated the tape as traders piled into TSLA, NVDA, AMD, AAPL, AMZN, MSFT, GOOGL, MU, INTC and POET. On this episode of The Hot Options Report, Mark Longo breaks down the hottest contracts, aggressive upside bets, Nvidia positioning ahead of earnings, Tesla leading volume, and today's MA 200 Minus scan featuring names breaking below their 200-day moving averages. Get more scans and analytics at TheHotOptionsReport.com.

TD Ameritrade Network
Google I/O 2026: Gemini AI Push Raises Stakes Against AAPL & MSFT

TD Ameritrade Network

Play Episode Listen Later May 20, 2026 7:22


Dave Nicholson discusses how Alphabet's (GOOGL) Gemini AI is becoming the foundation of its ecosystem and reshaping the future of search and online shopping. He also explains why Apple (AAPL) could emerge as Google's biggest consumer competitor after its June conference, while Microsoft (MSFT) remains a major threat on enterprise side of AI.======== 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

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
SANS Stormcast Tuesday, May 19th, 2026: New libssh in Malware; Exchange 0-Day; MSFT Authenticator Update

SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast

Play Episode Listen Later May 19, 2026 6:08


New Malware Libraries means New Signatures https://isc.sans.edu/diary/%5BGuest%20Diary%5D%20%20New%20Malware%20Libraries%20means%20New%20Signatures/32986 Addressing Exchange Server May 2026 vulnerability CVE-2026-42897 https://techcommunity.microsoft.com/blog/exchange/addressing-exchange-server-may-2026-vulnerability-cve-2026-42897/4518498 Microsoft Authenticator Update CVE-2026-41615 https://msrc.microsoft.com/update-guide/vulnerability/CVE-2026-41615 ssh-keysign-pwn (CVE-2026-46333) Patches Released https://almalinux.org/blog/2026-05-15-ssh-keysign-pwn-cve-2026-46333/

TD Ameritrade Network
MSFT, AMZN, WDC in Focus as AI Trade Faces Pressure

TD Ameritrade Network

Play Episode Listen Later May 19, 2026 7:55


Tom Essaye warns AI-driven market gains are facing pressure from rising yields and elevated oil prices. He highlights risks to tech spending and parallels to past boom cycles. Essaye says a pullback is possible if macro pressures persist despite strong names like Microsoft (MSFT), Amazon (AMZN), and Western Digital (WDC).======== 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

TD Ameritrade Network
Big Moves: NVDA, MSFT & AMZN Massive Options Activity

TD Ameritrade Network

Play Episode Listen Later May 19, 2026 4:23


Alex Coffey outlines eye-watering options activity in Nvidia (NVDA), Microsoft (MSFT), and Amazon (AMZN) just a day ahead of Nvidia's earnings. He walks investors through the strategies he sees these traders making. ======== 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

The Canadian Investor
Alberta's New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic

The Canadian Investor

Play Episode Listen Later May 16, 2026 57:37


In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-East pipeline, and why energy security could become a much larger political and economic issue. They also look at the latest U.S. CPI and PPI data, the relationship between producer prices and future inflation, and how central banks may respond if higher energy prices start flowing through the economy. The conversation then shifts to the sharp rally in semiconductor stocks, massive AI-related capex from the mega-cap tech companies, and whether markets are starting to show signs of excess. The episode wraps up with a discussion on privatizing Canadian infrastructure assets like airports and ports, rising U.S. Treasury yields, Canadian consumer debt, and why the current economy feels increasingly K-shaped. Tickers of stocks discussed: NVDA, TSM, INTC, SMH, GOOGL, META, MSFT, AMZN, ORCL Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Business Pants
Companies kill benefits, activist wants manly Victoria's Secret, Buffett turns off the lights

Business Pants

Play Episode Listen Later May 15, 2026 58:23


Story of the Week (DR):Trump is bringing Tim Cook, Elon Musk, and a dozen other CEOs to Beijing for his Xi summitTechnology & AIElon Musk – CEO, Tesla and SpaceXTim Cook – CEO, AppleJensen Huang – CEO, Nvidia (joined as a last-minute addition after a personal call from the President)Cristiano Amon – CEO, QualcommSanjay Mehrotra – CEO, Micron TechnologyDina Powell McCormick – President, MetaJim Anderson – CEO, CoherentFinance & InvestmentLarry Fink – CEO, BlackRockStephen Schwarzman – CEO, BlackstoneDavid Solomon – CEO, Goldman SachsJane Fraser – CEO, CitigroupAerospace & ManufacturingKelly Ortberg – CEO, Boeing (reportedly finalizing a massive 500-jet deal during the trip)Larry Culp – CEO, GE AerospacePayments & ServicesMichael Miebach – CEO, MastercardRyan McInerney – CEO, VisaAgriculture & BiotechBrian Sikes – CEO, CargillJacob Thaysen – CEO, IlluminaPaypal agrees to $30 million settlement with Trump's Justice Department over 'illegal DEI'The company launched a $530M Economic Opportunity Fund in 2020 for Black and underrepresented minority businessesDid not fight this in court, just surrenderedTo make the DOJ happy, PayPal had to ditch its race-based criteria; instead, it now funnels that financial support to veteran-owned businesses and companies in farming, manufacturing, or technology. A direct “black” to “white” transferAny company that launched a race-specific grant or loan program after 2020 is now officially in the DOJ's crosshairs, and "social justice" is being litigated as "civil rights fraud."PayPal board:“Independent” chair David W. Dorman (2015-; 17%)member of the Dell Technologies BoardMichael Dell and Donald Trump are BFFs: Dell pledged $6.25B to Trump AccountsJonathan Christodoro (2015-; 13%): a disciple of billionaire Carl Icahn (former Managing Director at Icahn Capital), one of Trump's oldest and most vocal alliesFounder PayPal Mafia Trump BFFs: Musk (DOGE), David Sacks (AI and Crypto Czar), Peter Thiel (JD Vance creator)Frank Yeary (2015-; 12%): Intel director since 2009 and chair since 2023It Was One of DOGE's Most Absurd Abuses. A Court Finally Exposed ItThis whole saga centers on a major legal showdown between the Trump administration's Department of Government Efficiency (DOGE) and the National Endowment for the Humanities (NEH). The case is a consolidated lawsuit (often called the NEH-DOGE lawsuit) filed in May 2025 by groups including the Authors Guild, the American Historical Association, and the Modern Language Association. On May 7, 2026, U.S. District Judge Colleen McMahon issued a massive 143-page ruling. She essentially nuked DOGE's attempt to defund hundreds of humanities projects, calling their process a "textbook example of unconstitutional viewpoint discrimination."The AI Purge: Instead of a professional review, DOGE staffers (described in court as young "technologists" with no background in humanities) ran thousands of grant descriptions through ChatGPT.DOGE staffers—mostly described as 20-somethings with "zero experience in the humanities"—attempted to dodge government transparency laws by conducting official business on Signal with auto-delete enabled. The court found this was a blatant violation of the Federal Records Act, proving that "efficiency" is often just code for "avoiding a paper trail."The Woke Filter: They told the AI to flag anything related to "DEI." This backfired spectacularly when the AI flagged projects on Holocaust survivors, Appalachian history, and Italian-American archives simply because they used words like "identity," "culture," or "women."DOGE didn't actually read the grants they cut. Instead, they used ChatGPT and basic keyword searches to flag any program containing "incriminating" words like "history," "culture," "identity," or "BIPOC." If the AI thought it sounded "woke," the funding was axed—a move Judge Colleen McMahon called a "textbook example of unconstitutional viewpoint discrimination."In perhaps the most "mask-off" moment of the proceedings, it was revealed that DOGE staffers flagged and canceled a documentary about Jewish women's slave labor during the Holocaust. The reason? Their AI-driven filter decided that focusing on "Jewish cultures" and "female voices" made it an illegal DEI program. Apparently, documenting Nazi atrocities is now "radical identity politics."The ruling highlighted a minor detail the administration seemed to forget: DOGE isn't a real government agency. The judge noted that DOGE had absolutely no lawful authority to terminate congressionally appropriated funds. They were essentially a group of private-sector bros playing President with the NEH checkbookThe Redirect: The court found that the $100 million "saved" wasn't actually returned to the Treasury. Instead, it was being funneled into the administration's own projects, like the "National Garden of American Heroes."Why Two Big Companies Just Cut Paid Family Leave MMFor the last decade, a tight labor market forced companies to compete for talent with generous perks. Now, with the job market cooling and employees having less leverage to quit, companies like Deloitte and Zoom are quietly rolling back benefits.Zoom, the company that became the face of remote work, has slashed its paid parental leave. Birthing parents saw their leave drop from up to 24 weeks to 18 weeks, while non-birthing parents were cut from 16 weeks down to 10.Deloitte is making deep cuts, but not for everyone. The reductions specifically target “Center” employees—the administrative, IT, and finance support staff who generally earn less—rather than the high-earning consultants. Their leave was halved from 16 weeks to just eight.Beyond just time off, Deloitte is axing its $50,000 reimbursement program for adoption, surrogacy, and IVF for these support roles.I Hate Working 5 Days': Zoom CEO Eric Yuan Says AI Could Shrink Workweeks To 3 Days In A Major Future ShiftGoodliest of the Week (MM/DR):DR: Chipotle CEO [Scott Boatwright] tells customers to ‘just ask' if they want bigger portions after downsizing accusations: “You should ask for a little more ... We serve big, beautiful bowls and burritos. Full stop, no questions asked. If you want more, just ask the team member. I promise you there's never a team member on that line that's going to say no.” 886 to 1MM: Oil shortages DR MMBeer demand stumbles as gas prices surge, data showsI mean, isn't this the double best? Less idiots driving drunk AND less idiots DRIVING!Oil shortages are even hitting colored snack bagsUgly snacks, maybe less eating!Assholiest TRIGGERIEST of the Week (MM):Brett BlundyVictoria's Secret unveils allegations against activist investor, loses board directorBlundy, Australian billionaire who launched Bras N Things, a classy establishment sold to Hanes, and currently chairs Lovisa, a fast fashion jewelry business, bought 13% of VS and thinks he can run it betterHe's disappointed with VS acquisition of Adore Me (online retailer) and the drop in earningsMeanwhile, Lovisa's 1Y market returns: -22% vs. ASX +4% TRIGGERED:Blundy, a fucking Australian billionaire blowhard, chairs LovisaLovisa board: Blundy, Mark McInnes (“deputy chair”), John Cheston (CEO), Bruce Carter, Tracey Blundy (wife), John Charlton, Sei Jin Alt (woman, Asian)Brett and Tracey own 40%+ of sharesZero merit directorsExec team: John, Mark, Victor, Chris - zero womenBlundy is targeting VS, whose board is…Donna James, Hillary Super (CEO), Irene Britt, Sarah Davis, Jacqueline Hernandez, Rod Little, David McCreight, Mariam Naficy, Lauren Peters, Anne SheehanExec team: 4 women, 1 manThis is the ultimate mansplain - some chest thumping billionaire walks into a room full of women, pushes them out, takes over… and this from the filing:“On November 13, 2025, members of the Board held a videoconference call with Mr. Blundy to inform him that the Board had determined, in accordance with its fiduciary duties, that appointing Mr. Blundy to the Board would not be in the best interests of VS&Co or its stockholders. In an effort to reach amutually agreeable resolution, the Board proposed collaborating with BBRC and Mr. Blundy on (i) adding one mutually-agreed new independent directornot affiliated with BBRC to the Board, (ii) Mr. Blundy's participation in a review with the Board of the Company's capital allocation, (iii) entering into alonger-term information sharing agreement and, in the context of a negotiated resolution with BBRC and Mr. Blundy, an agreement on customary standstill restrictions, and (iv) taking down the Rights Plan. After this call, the Board delivered to Mr. Blundy the following letter explaining its rationale for rejecting his candidacy and proposing a new framework for a mutually agreeable resolution:“The potential for significant reputational and legal risk to Victoria's Secret arising from (1) your pattern of hiring executives with a history of serious allegations of sexual harassment or other misconduct, and (2) the reported and alleged instances of harassment and highly inappropriate employee policies that occurred under your oversight at companies you controlled or effectively controlled.The proxy should just say, “Australian white male billionaire who is cool sexually harassing women while selling them underwear wants to take over massive underwear store run by women”Elon Musk and Sam AltmanMusk first…Sam Altman Accuses Elon Musk of Laughing at Memes During Important OpenAI MeetingsMusk's China trip during OpenAI trial prompts apology from his lawyer for CEO's absenceTRIGGERED: This is the man child trillionaire we're supposed to take seriously - does his mom fold his socks for him? Does he eat Cheerios out of a frisbee for breakfast? These are our male adult role models?Musk apparently was too busy for the trial, but during talks of absorbing OpenAI into Tesla, he wasn't too busy to spend a long time forcing everyone to look at his fucking dopey idiot manboy memes that made him laughReminder time: Musk is in charge of who gets internet in military conflict (Starlink), gutted the government (DOGE), is trying to implant chips in brains (Neurolink), and used everyone else to get his billions (Tesla was bought, subsidized, SpaceX subsidies, Boring Company steals municipal money to dig holes…)Altman next…Sam Altman faces awkward grilling over 'toxic culture of lying'ChatGPT Told a 19-Year-Old How to Mix Drugs — His Mother Found Him Dead the Next MorningWHEN YOU PUT A SOCIOPATH AND MANCHILD IN CHARGE OF A WORLD DESTROYING DEVICE, IT TURNS OUT IT'S BADWarren Buffett DRPut the folksy “I'm just a guy eating a werther's original candy making money” schtick aside, where he says they pick great management and let them do their thing - this is “their thing”:TRIGGERED: Electric Company Says It's Cutting Off an Entire Town So It Can Sell All Its Power to Data CentersThere is so much to hate here:Tech billionaires building data centers for AI: checkNV Energy is wholly owned by Berkshire Energy which is owned by Warren Buffett: checkTrump appointed asshole running regulatory agency that represented utilities: checkThe town is Lake Tahoe - 50,000 residents have to find a new source of electricity in ONE YEAR because Buffett/Berkshire/NV Energy decided the re-route all energy to data centers for AIGoogle, Apple, MSFT all have facilities, 12 data center projects in Northern NevadaNevada would have to ask woke California to build hundreds of millions of dollars worth of transmission lines in a year to get to Tahoe, FERC would have to approve other changes (Chair Laura Swett, Trump appointee, represented electric utilities and the firm wrote pieces about the glory of data centers - one of the Amicus Briefs they wrote in 2024 was on behalf of… NV Energy)Of the fines issued by FERC this year, 99% are one company: an energy efficiency companySince Trump was elected, FERC has issued fines targeting blue state utilities and renewables at a more than 2:1 rateSo the people are fucked - maybe Warren can tell them to power their town on See's Candy sugar rushesHeadliniest of the WeekDR: Kids with fake mustaches can fool high-tech age verification systemsMM: Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to 'drive into standing water'Who Won the Week?DR: Steve Roth, the CEO of Vornado Realty Trust, expressed his support for fellow billionaire and the Citadel CEO Ken Griffin: “I must say that I consider the phrase tax the rich — quote tax the rich — when spit out with anger and contempt by politicians both here and across the country, to be just as hateful as some disgusting racial slurs”MM: Lawyers - literally everything now is a lawsuit and everyone is a lawyer. PredictionsDR: NYC Mayor Mahmdani asks Steve Roth for “just little more” and Roth replies: “I'm not a fucking Chipotle, commie scum.”MM: Chili's CEO wakes up at 5 a.m., runs daily, and uses that time to generate ideas for the business: On a run next Thursday, May 21, Chili's CEO Kevin Hochman stops short and says out loud, “What if the Big Crispy Chicken Sandwich was BIGGER???”

The Options Insider Radio Network
The Hot Options Report: 05-15-2026

The Options Insider Radio Network

Play Episode Listen Later May 15, 2026 12:32


On this episode of The Hot Options Report, host Mark Longo breaks down a high-stakes, wild Friday on the options tape. While the broader market saw a sea of red, institutional paper was aggressively trading big tech. We analyze the notable multi-exchange sweep orders hitting the tape for SLV and EEM, plus a deep dive into the top 10 most active equity contracts dominating the tape today. Inside This Episode: The Big Tech Battle: Massive volume trends and contract breakdowns for NVDA, TSLA, MSFT, and AAPL (including its brand-new all-time high). Volatile Movers: How retail and institutional paper played the wild, high-percent swings in MU, INTC, and MSTR. Late-Day Reversals: Analyzing the intraday sweeps for META and PLTR and whether short-dated call sellers managed to pocket their premium. Looking for institutional-grade options analytics without the massive price tag? Kick the tires and light the fires on your own trading data by visiting TheHotOptionsReport.com .

Motley Fool Money
Move Over, Magnificent 7, There's a New Stock Basket in Town

Motley Fool Money

Play Episode Listen Later May 12, 2026 27:27


One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium 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

Option Trades Today
Microsoft Lags. Here Is The Play

Option Trades Today

Play Episode Listen Later May 11, 2026 5:24


Options trading on Microsoft when the market is at all-time highs but MSFT is nowhere near its peak. Put ratio spread setup: buy one 390 put, sell two $380 puts in June for a $200 credit with 86% probability and a break even down near $370.

The Canadian Investor
Berkshire's $400B Cash Pile + How to Buy Private AI Companies

The Canadian Investor

Play Episode Listen Later May 11, 2026 55:07


In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says about the future of the company after Warren Buffett. They discuss Berkshire’s nearly $400 billion cash pile, whether it is a sign of excessive caution or disciplined capital allocation, and why patience can look like a mistake when markets keep moving higher. They also look at Berkshire’s insurance business, BNSF Railway, energy exposure, AI-related power demand, stock buybacks, and why the conglomerate structure still matters. In the second half of the episode, Simon and Dan shift to private markets and the growing interest in companies like OpenAI, Anthropic, Stripe, Perplexity, and other pre-IPO businesses. They explain how platforms like EquityZen and Forge Global work, the risks of buying private company shares, and why access alone does not necessarily mean a good investment opportunity. They also discuss accredited investor rules in Canada and the U.S., whether those rules actually protect investors, and why wealth is a poor substitute for financial sophistication. Tickers of stocks discussed: BRK.B, AAPL, MSFT, NVDA, GOOG, UNH, IFC.TO, AP.UN.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Millennial Investing - The Investor’s Podcast Network
TIVP070: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later May 10, 2026 92:59


Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:27 - About all major business units 00:12:05 - How LinkedIn's business works 00:18:24 - How the cloud business keeps growing 00:21:17 - What the future plans for gaming are 00:24:49 - Why the Office products might be in danger 00:50:52 - How AI is challenging Microsoft's software 00:55:10 - Who captures the most value from AI 01:22:46 - Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Shawn, Kyle, Daniel, and the other community members. Microsoft Investor Relations. World Economic Forum Interview with CEO. Follow Daniel on ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠. Follow Shawn on ⁠⁠⁠⁠X⁠⁠⁠⁠ and ⁠⁠⁠⁠Linkedin⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

We Study Billionaires - The Investor’s Podcast Network
TIP813: Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Daniel Mahncke & Shawn O'Malley

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later May 7, 2026 93:34


Daniel Mahncke and Shawn O'Malley take a deep dive into Microsoft — the $3 trillion incumbent whose entire investment thesis now hinges on two of the most contested questions in technology: whether AI will reinforce or quietly dismantle the software franchises that built the company, and whether the OpenAI partnership is the strategic masterstroke it appeared to be in 2023, or a relationship that is slowly turning from asset into liability. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:27 - About all major business units 00:12:05 - How LinkedIn's business works 00:18:24 - How the cloud business keeps growing 00:21:17 - What the future plans for gaming are 00:24:49 - Why the Office products might be in danger 00:50:52 - How AI is challenging Microsoft's software 00:55:10 - Who captures the most value from AI 01:22:46 - Whether Shawn and Daniel add MSFT to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Microsoft ⁠⁠Investor Relations⁠⁠. World Economic Forum ⁠⁠Interview with CEO⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠. Follow Shawn on ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: HardBlock Human Rights Foundation Plus500 Netsuite Shopify Vanta References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm