Podcasts about MSFT

Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reaction. Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions. Vail Resorts has new "old" leadership, but will it be enough? Companies Discussed: OKTA, MSFT, DKS, MTN Host: Jason Moser Guest: Matt Argersinger Producer: Mary Long Engineer: Rick Engdahl 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. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more. 01:43 Addressing Criticisms and Mailbag Introduction02:28 Comparing Google and America03:49 Political Parallels and Alphabet's Strengths06:41 The Future of Alphabet and AI11:02 Antitrust and Alphabet's Potential Breakup14:42 Hypothetical Scenarios and Market Stability20:03 Historical Context and International Relations27:15 Global Perspectives on American Capital29:53 Debate on Endphase and Solar Industry38:58 International Expansion of Enphase44:18 Savvy Trader Portfolio Performance45:42 Overrated and Underrated StocksCompanies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

"The less we're talking about tariffs, the more optimistic I am," argues Jed Ellerbroek. He sees promise in A.I. but says it can change depending on President Trump's next Truth Social post, seen today in his threat to raise E.U. tariffs. His firm sees Nvidia (NVDA), Alphabet (GOOGL) and Microsoft (MSFT) as top picks despite tariff volatility. Jed also explains why Transdigm Group (TDG) is also among those top picks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The Market has rallied back into bull market territory once again, we hear from Ed Yardeni and why he thinks there is more upside ahead.  We review the jump in Magnificent Seven Stocks, and hear what Warren Buffet and Cathie Wood are buying right now.  Looking for Income?  We review three top Preferred Stock Closed-end funds for high monthly income.  We also show you how to take care of your kids and grandkids with a 529 Savings Plan.

The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology's “ChatGPT moment.” Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss: - The complex problems that quantum computers could solve. - How healthcare and logistics companies benefit from ultra-fast processing. - The small players and hyperscalers building the future of quantum. Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ Motley Fool One members can access Asit's full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

GUEST: Crishaun the Don on racial identity, who builds society, South African refugees, and our loss of bravery!The Hake Report, Friday, May 16, 2025 ADCrishaun the Don https://x.com/crishaunthedon - https://x.com/TheMisfitNation - https://www.youtube.com/@TheMisfitNationpodcast - https://misfitnation.podbean.com/ - https://shopmisfitnation.com/ TIMESTAMPS* (0:00:00) Start* (0:00:48) Anecdotes and lies... Job 12: 5* (0:10:28) Hey, guys!* (0:13:02) Crishaun is Anglo, Caribbean* (0:14:26) If whites left… High trust society* (0:22:30) MANUEL, CA: Joel, "bean," ape-ray, refugees* (0:29:04) MANUEL: Refugee "families"* (0:33:21) MANUEL: Super Mom… Formula babies?* (0:37:29) MARK, CA: Without our power structure… white decline* (0:50:22) LINGYU, L.A.: They call me names here, I'm from China* (0:55:18) SKRILL, MSFT, FL: If they left… fighting!* (1:03:02) Coffee: Soying out, Haka dance, white nostalgia* (1:13:29) Coffees…* (1:15:38) Super: Lin Yen Chin* (1:18:07) STEV'N, MD: India, Egypt, Poland* (1:25:46) ANTHONY, SoCal: Mark's race paradigm helpful? Mixed identity.* (1:32:31) ANTHONY: Ideology is more powerful. Islam…* (1:38:16) Supers: LYC on exercise and Mark* (1:41:00) DAVID, TX: "Maryland man"* (1:42:55) DAVID: Surprised by Joel; I was ex-homeless; parasite awareness* (1:47:09) MAZE, OH* (1:53:55) Crishaun, The Misfit Nation; Baixinha Forte - Hake News RapLINKSBLOG https://www.thehakereport.com/blog/2025/5/16/crishaun-the-don-on-the-conversation-fri-5-16-25PODCAST / Substack HAKE NEWS from JLP https://www.thehakereport.com/jlp-news/2025/5/16/jlp-fri-5-16-25Hake is live M-F 9-11a PT (11-1CT/12-2ET) Call-in 1-888-775-3773 https://www.thehakereport.com/showVIDEO YT - Rumble* - Pilled - FB - X - BitChute (Live) - Odysee*PODCAST Substack - Apple - Spotify - Castbox - Podcast Addict*SUPER CHAT on platforms* above or BuyMeACoffee, etc.SHOP - Printify (new!) - Cameo | All My LinksJLP Network: JLP - Church - TFS - Nick - Joel - Punchie Get full access to HAKE at thehakereport.substack.com/subscribe

There's alot in this episode and at the end, I show you a company that's up 44% today and how I would evaluate it. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER SALE - SIGN UP FOR AN ANNUAL SUBSCRIPTION AND GET ALL THE TOOLS I USE INCLUDING ALL MY ALGORITHMS AND STRATEGIES, CUSTOM WATCH LISTS AND SCANNERS. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1. HIT 5 stars please - keep the momentum going2. I recorded with Dustin - to be released next week. 3. New Alpha Pick 4. Top Quant stocks and why I love Seeking Alpha Premium5. My trims - $GOOG $CRM $KO6. Berkshire and other hedge funds 13F filings 7. $XOM - strong buy - it goes to $120 8. $CRSP - big news 9. $UNH - crazy - I don't want to buy it yet10. S&P earnings of $300 in 2026 - means we may be range bound11. $BOOT - gap filled - reminds me of $TTD12. $MSFT - it's had a great recovery13. Education - FIRE tips from Humphrey Yang14. 2021 - these were NOT investments 15. How to evaluate a huge moving stock - is it worth buying? TRENDSPIDER SALE - best offer available  -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DAILYSTOCKPICK.SUBSTACK.COM ⁠⁠⁠⁠⁠⁠⁠

This MacVoices Live! discussion starts with Chuck Joiner, David Ginsburg, Marty Jencius, Brian Flanigan-Arthurs, Eric Bolden, Jim Rea, and Jeff Gamet examining another piece of app store legislation, questioning its logic, potential impact, and the recurring influence of major players like Epic and Spotify. They explore the rumor of iPhone 17 price increases, debating whether tariffs, manufacturing shifts, or strategic messaging are driving the narrative. Wrapping up, the panel provide a PSA on Apple's shift away from legacy HomeKit architecture in iOS 19, including what users should check to stay compatible.  MacVoices is supported by CleanMyMac Business, Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:10 Intro to MacVoices04:26 App Store Freedom Act Discussion15:18 Apple Pricing Rumors25:29 Home Architecture Changes Links: Florida lawmaker proposes forcing Apple to allow third-party app stores like EUhttps://9to5mac.com/2025/05/06/florida-lawmaker-introduces-bill-to-break-apples-app-store-stronghold/ Apple may raise iPhone 17 prices but not blame tariffshttps://appleinsider.com/articles/25/05/12/apple-may-raise-iphone-17-prices-but-not-blame-tariffs Apple discontinuing support for older Home architecture with iOS 19https://appleinsider.com/articles/25/05/12/apple-discontinuing-support-for-older-home-architecture-with-ios-19 Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The discussion starts with Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet examining another piece of app store legislation, questioning its logic, potential impact, and the recurring influence of major players like Epic and Spotify. They explore the rumor of iPhone 17 price increases, debating whether tariffs, manufacturing shifts, or strategic messaging are driving the narrative. Wrapping up, the panel provide a PSA on Apple's shift away from legacy HomeKit architecture in iOS 19, including what users should check to stay compatible.  http://traffic.libsyn.com/maclevelten/MV25138.mp3 MacVoices is supported by CleanMyMac Business, Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:10 Intro to MacVoices 04:26 App Store Freedom Act Discussion 15:18 Apple Pricing Rumors 25:29 Home Architecture Changes Links: Florida lawmaker proposes forcing Apple to allow third-party app stores like EU https://9to5mac.com/2025/05/06/florida-lawmaker-introduces-bill-to-break-apples-app-store-stronghold/ Apple may raise iPhone 17 prices but not blame tariffs https://appleinsider.com/articles/25/05/12/apple-may-raise-iphone-17-prices-but-not-blame-tariffs Apple discontinuing support for older Home architecture with iOS 19 https://appleinsider.com/articles/25/05/12/apple-discontinuing-support-for-older-home-architecture-with-ios-19 Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The best gifts are the ones that keep on giving, and that's what this episode is all about! Today's show highlights the things you've told us that you learned from David, called out and amplified to help us all navigate another challenging year. Now that's an awesome birthday present. Thanks! Companies mentioned: AAPL, ACHR, AMZN, CMG, DIS, MELI, MSFT, NFLX, NVDA, ODFL, SHOP, TSLA Host: David Gardner Producer: Rick Engdahl

The panel analyzes Tim Cook's recent comments on Siri and Apple Intelligence from the latest earnings call, debating whether Apple overpromised on AI capabilities. Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet also revisit Apple's discontinued router line and the likelihood of a comeback in today's competitive market. The episode wraps with a discussion about Duolingo's decision to replace human content creators with AI, exploring both the potential educational value and the broader implications for language learning and job displacement.  MacVoices is supported by CleanMyMac Business, Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:03 Tim Cook's Siri Comments 13:33 AI in Language Learning 23:53 The Future of AI in Education 29:27 Panel Sign-Off Links: Tim Cook addresses Apple's delay of personalized Siri features https://9to5mac.com/2025/05/01/tim-cook-addresses-apples-delay-of-personalized-siri-features/ A new petition is asking for Apple to resume updates for its discontinued AirPort routers A new petition is asking for Apple to resume updates for its discontinued AirPort routers https://appleworld.today/2025/04/a-new-petition-is-asking-for-apple-to-resume-updates-for-its-discontinued-airport-routers/ Duolingo will replace contract workers with AI https://www.engadget.com/ai/duolingo-will-replace-contract-workers-with-ai-for-content-creation-123058970.html Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support: Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect: Web:      http://macvoices.com Twitter: http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices Mastodon:      https://mastodon.cloud/@chuckjoiner Facebook:      http://www.facebook.com/chuck.joiner MacVoices Page on Facebook:      http://www.facebook.com/macvoices/ MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice LinkedIn:      https://www.linkedin.com/in/chuckjoiner/ Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher: Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The panel analyzes Tim Cook's recent comments on Siri and Apple Intelligence from the latest earnings call, debating whether Apple overpromised on AI capabilities. Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet also revisit Apple's discontinued router line and the likelihood of a comeback in today's competitive market. The episode wraps with a discussion about Duolingo's decision to replace human content creators with AI, exploring both the potential educational value and the broader implications for language learning and job displacement.  MacVoices is supported by CleanMyMac Business, Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:03 Tim Cook's Siri Comments 13:33 AI in Language Learning 23:53 The Future of AI in Education 29:27 Panel Sign-Off Links: Tim Cook addresses Apple's delay of personalized Siri features https://9to5mac.com/2025/05/01/tim-cook-addresses-apples-delay-of-personalized-siri-features/ A new petition is asking for Apple to resume updates for its discontinued AirPort routers A new petition is asking for Apple to resume updates for its discontinued AirPort routers https://appleworld.today/2025/04/a-new-petition-is-asking-for-apple-to-resume-updates-for-its-discontinued-airport-routers/ Duolingo will replace contract workers with AI https://www.engadget.com/ai/duolingo-will-replace-contract-workers-with-ai-for-content-creation-123058970.html Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Boeing (BA) shares hit a new 52-week high after reports say its jets are in high-demand overseas. Microsoft (MSFT) reportedly will layoff 3% of its workforce. Kevin Hincks demonstrates example options trades in both stocks on the move.======== 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

Microsoft (MSFT) shares are just below 2025-highs after a huge post-earnings rally. The company's up 30% from 52-week lows hit in early April. Caroline Woods notes a report adding to MSFT's upward move today, suggesting the Big Tech giant is revising its partnership with ChatGPT's parent company, OpenAI, ahead of a potential IPO. That said, regulation headwinds can challenge MSFT stock's run to a new all-time high.======== 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

Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet continue the of discussion the latest developments in the Epic vs. Apple legal battle. Adding to the court order is a recent interview with Epic CEO Tim Sweeney and his portrayal of his company as a defender of developers and seemingly contradictory statements about Apple vs. Epic's ambitions.  and scrutinizes his recent interview. Thoughts on whether average users will even notice the changes and what comes next are topped off by  Meta's entry into the platform power debate.  http://traffic.libsyn.com/maclevelten/MV23219.mp3 MacVoices is supported by CleanMyMac Business, Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:09 Introduction to the Podcast05:22 The Impact of Apple's Revenue Cut11:44 Legal Battles and Developer Rights15:04 Meta Joins the Fray18:02 Tim Sweeney's Controversial Interview23:59 The Open Platform Debate33:18 Epic's Disingenuous Strategy37:00 Conclusion and Listener Engagement Links: Meta reignites its fight with Apple over platform power & developer freedom https://appleinsider.com/articles/25/05/01/meta-reignites-its-fight-with-apple-over-platform-power-developer-freedom Tim Sweeney on The Lex Friedman Podcasthttps://lexfridman.com/tim-sweeney Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet continue the of discussion the latest developments in the Epic vs. Apple legal battle. Adding to the court order is a recent interview with Epic CEO Tim Sweeney and his portrayal of his company as a defender of developers and seemingly contradictory statements about Apple vs. Epic's ambitions, and scrutinizes his recent interview. Thoughts on whether average users will even notice the changes and what comes next are topped off by  Meta's entry into the platform power debate.  MacVoices is supported by CleanMyMac Business. Centralize remote Mac fleet maintenance for your business. Try CleanMyMac Business for 14 days free for up to 30 devices. https://clnmy.com/MacVoicesCleanMyMacBusiness Show Notes: Chapters: 00:09 Introduction to the Podcast 05:22 The Impact of Apple's Revenue Cut 11:44 Legal Battles and Developer Rights 15:04 Meta Joins the Fray 18:02 Tim Sweeney's Controversial Interview 23:59 The Open Platform Debate 33:18 Epic's Disingenuous Strategy 37:00 Conclusion and Listener Engagement Links: Meta reignites its fight with Apple over platform power & developer freedom https://appleinsider.com/articles/25/05/01/meta-reignites-its-fight-with-apple-over-platform-power-developer-freedom Tim Sweeney on The Lex Friedman Podcast https://lexfridman.com/tim-sweeney Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend - looks like a lit of hot air. This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artificial intelligence in business. Since 2015 Daniel has focused on direct market research interviews with Fortune 500 AI leaders, AI unicorn startup founders, and leading academics. Daniel is a Brazilian Jiu Jitsu black belt, winning the title of 2011 national champion (IBJJF Pan America Games). He graduated with a masters degree in Positive Psychology from UPENN, focusing his thesis research on skill development and skill acquisition. Born in Wakefield, Rhode Island, he now lives in Boston. 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: (NVDA), (GOOGL), (AMZN), (AAPL), (MSFT)

In this episode, we dive into Warren Buffett's succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple's modest hike to Wendy's surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.

We show you a step-by-step plan that might help you to retire a multi-millionaire!We take a look at the top AI stocks and ETFs to own in 2025, after a recent correction in that segment.  We also give you some top income ideas in the best performing sector of the S&P 500 right now.

The MacVoices Live! panel of Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet analyze the latest developments in the Epic vs. Apple lawsuit, focusing on Judge Gonzalez's criticism of Apple's failure to enable alternate payment options in good faith. Allegations of perjury against an Apple executive and the company's strategic missteps take center stage. The group debates Apple's App Store fee structure, the role of government oversight, and whether developers will embrace the new rules or remain cautious.  MacVoices is supported by Insta360 and their new Insta360 X5 360° 8K camera. Get a free invisible selfie stick worth $24.99 at store.insta360.com and use the promo code “macvoices”. Selfie stick offer available for the first 30 standard packages. Show Notes: Chapters: 00:08 Introduction to MacVoices03:10 The Epic vs. Apple Court Case12:33 Apple's Compliance and Developer Reactions16:01 The Future of App Store Payments34:22 Government Oversight and Monopolies35:45 Closing Thoughts and Next Steps   Links: Court orders Apple to stop collecting fees for purchases made outside the App Storehttps://www.engadget.com/big-tech/court-orders-apple-to-stop-collecting-fees-for-purchases-made-outside-the-app-store-110036376.html Epic v. Apple: a judge says Phil Schiller wanted Apple to comply with the court order, but Tim Cook ignored him, and its finance VP “outright lied under oath”https://www.cnbc.com/2025/04/30/court-finds-apple-executive-lied-under-oath.html Apple files appeal against court ruling that mandated App Store changeshttps://appleinsider.com/articles/25/05/05/apple-files-appeal-against-court-ruling-that-mandated-app-store-changes It's Been 22 Years Since Apple Launched the iTunes Storehttps://www.macrumors.com/2025/04/28/itunes-store-22-year-anniversary/ Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

The MacVoices Live! panel of Chuck Joiner, David Ginsburg, Marty Jencius, Mark Fuccio, Eric Bolden, Jim Rea, and Jeff Gamet analyze the latest developments in the Epic vs. Apple lawsuit, focusing on Judge Gonzalez's criticism of Apple's failure to enable alternate payment options in good faith. Allegations of perjury against an Apple executive and the company's strategic missteps take center stage. The group debates Apple's App Store fee structure, the role of government oversight, and whether developers will embrace the new rules or remain cautious.  MacVoices is supported by Insta360 and their new Insta360 X5 360° 8K camera. Get a free invisible selfie stick worth $24.99 at store.insta360.com and use the promo code “macvoices”. Selfie stick offer available for the first 30 standard packages. Show Notes: Chapters: 00:08 Introduction to MacVoices 03:10 The Epic vs. Apple Court Case 12:33 Apple's Compliance and Developer Reactions 16:01 The Future of App Store Payments 34:22 Government Oversight and Monopolies 35:45 Closing Thoughts and Next Steps   Links: Court orders Apple to stop collecting fees for purchases made outside the App Store https://www.engadget.com/big-tech/court-orders-apple-to-stop-collecting-fees-for-purchases-made-outside-the-app-store-110036376.html Epic v. Apple: a judge says Phil Schiller wanted Apple to comply with the court order, but Tim Cook ignored him, and its finance VP “outright lied under oath” https://www.cnbc.com/2025/04/30/court-finds-apple-executive-lied-under-oath.html Apple files appeal against court ruling that mandated App Store changes https://appleinsider.com/articles/25/05/05/apple-files-appeal-against-court-ruling-that-mandated-app-store-changes It's Been 22 Years Since Apple Launched the iTunes Store https://www.macrumors.com/2025/04/28/itunes-store-22-year-anniversary/ Guests: Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%-21% en ventas para el año. Un episodio cargado de noticias clave antes de que arranque el mercado. ¡No te lo pierdas!

En este episodio cubrimos lo más relevante antes de la apertura de Wall Street: • Wall Street se anima por reunión EE.UU.–China: Futuros al alza: $SPX, $US100 y $INDU +0.6%. La expectativa de avances comerciales se suma a la espera por la decisión de tasas de la Fed. Se anticipa que el FOMC mantenga tasas sin cambios, pero el foco está en las palabras de Jerome Powell tras la presión pública de Trump por recortes. • Cisco impulsa su apuesta cuántica: $CSCO presentó su chip Quantum Network Entanglement y abrirá un laboratorio en California. Tecnología de baja energía, operativa a temperatura ambiente y con hasta 200M pares de entrelazamiento por segundo. Se suma a la carrera cuántica junto a $GOOG, $MSFT, $AMZN y $NVDA. • CoreWeave fortalece su músculo financiero: $CRWV eleva su línea de crédito de $650M a $1.5B con bancos como JPMorgan y Goldman Sachs. Busca expandir infraestructura de nube enfocada en IA. Pese a tensiones pasadas por deuda, las entidades muestran confianza en su crecimiento futuro. • Novo Nordisk ajusta guía, pero sube: $NVO reportó ingresos por $11.9B (+19% YoY) en Q1 2025, aunque ventas de Wegovy decepcionaron. Aun así, la acción sube al anticipar recuperación en ventas tras el cierre de vacíos regulatorios en EE.UU. Nueva guía: +13%–21% en ventas para el año. ¡Dale play y entérate de todo lo que mueve el mercado hoy!

En este episodio cubrimos los desarrollos clave que mueven el mercado: • Mercado en rojo por tensión comercial y Fed: Futuros: $SPX -0.7%, $US100 -1%, $INDU -0.7%. Persisten los temores por la falta de avances comerciales, comentarios arancelarios de Trump, y la expectativa por la decisión de tasas de la Fed este miércoles. $NFLX sigue presionado y $F cae -2.7% tras retirar su guía anual. • IBM impulsa IA híbrida con alianzas estratégicas: $IBM presentó nuevos productos de IA en THINK, apuntando a integración empresarial con aliados como $ORCL, $AMZN, $MSFT y $CRM. Lanza su suite watsonx en Oracle Cloud y reafirma inversión de $150B en EE.UU. para mainframes y computación cuántica. • DoorDash compra Deliveroo: $DASH adquiere a $DROOF por $3.9B, sumando 7M de usuarios en 9 países. Expande presencia en Europa y fortalece estrategia internacional tras la compra de Wolt en 2022. El grupo combinó $90B en pedidos brutos en 2024. • Pony.ai y Uber expanden robotaxis globales: $PONY +12% en premarket tras anunciar alianza con $UBER en Medio Oriente. Uber también amplía colaboración con WeRide $WRD a 15 ciudades. Uber continúa tejiendo una red global con más de 15 alianzas en tecnología autónoma. ¡Dale play y prepárate con lo más relevante antes de la apertura del mercado!

Steganography Challenge Didier published a fun steganography challenge. A solution will be offered on Saturday. https://isc.sans.edu/diary/Steganography+Challenge/31910 Microsoft Makes Passkeys Default Authentication Method Microsoft is now encouraging new users to use Passkeys as the default and only login method, further moving away from passwords https://www.microsoft.com/en-us/security/blog/2025/05/01/pushing-passkeys-forward-microsofts-latest-updates-for-simpler-safer-sign-ins/ Microsoft Authenticator Autofill Changes Microsoft will no longer support the use of Microsoft authenticator as a password safe. Instead, it will move users to the password prefill feature built into Microsoft Edge. This change will start in June and should be completed in August at which point you must have moved your credentials out of Microsoft Authenticator https://support.microsoft.com/en-gb/account-billing/changes-to-microsoft-authenticator-autofill-09fd75df-dc04-4477-9619-811510805ab6 Backdoor found in popular e-commerce components SANSEC identified several backdoored Magento e-commerce components. These backdoors were installed as far back as 2019 but only recently activated, at which point they became known. Affected vendors dispute any compromise at this point. https://sansec.io/research/license-backdoor

Markets consolidated and closed down after the SPX saw nine straight days of gains. Palantir (PLTR) posted a strong earnings but high expectations may be behind some of its downside action after hours. Berkshire Hathaway (BRK/B) sold off after Warren Buffett announced he will be stepping down as CEO in 2026. Microsoft (MSFT) became the new market cap king after overtaking Apple's (AAPL) valuation. Caroline Woods carries investors through the day's top stories.======== 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

Microsoft (MSFT) starts the new week with a downgrade. Spotify (SPOT) shares slide after one analyst cuts its rating. And, Warren Buffett is stepping down as CEO at Berkshire Hathaway (BRK/B). Tom White has the latest ahead of Monday's open.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla's primary calling is that of tax litigator. He is considered America's leader in taxpayer defense, taxpayers' rights, and IRS abuse prevention and cure. Regarded as one of the country's premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan's work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year.   Visit Dan's Website Follow @danieljpilla 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: (META), (AMZN), (NVDA), (MSFT)

We review the top Tech Stocks to buy right now according to CFRA and Mark Mahaney of Evercore.  We also show you how you can retire as a multi-millionaire, and review how to build a model 60/40 investment portfolio.

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta's advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

https://garykaltbaum.com/THE TOP 5 By Gary Kaltbaum May 1, 2025Crappy finish to a strong day.META and MSFT big names a big help but some distribution. META can't get above the 50 day.Whatever they said helped AI names come out of the doldrums. Some had dropped over 50% peak to trough.Did we say market has gone coast to coast stretched one way to the other and oversold to massively overbought?AAPL and AMZN no help after the close.

Listen to the Daily Global #News from Grecian Echoes and WNTN 1550 AM - Ukraine and the US sign a minerals deal - Trump struggles to explain weak economic data - MSFT & META reassure NASDAQ - Chinese businesses are struggling to survive after tariffs

Microsoft (MSFT) surges after positive earnings and A.I. commentary. Meta Platforms (META) rallies as the company boasts nearly 1 billion users of its A.I. services. And, as Apple (AAPL) earnings loom, the company faces judicial pressures in an antitrust ruling regarding its App Store. Tom White takes a look at the biggest tech stocks moving markets.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

For the eighth day in a row, the SPX closed higher, though the NDX led trading action thanks to Microsoft (MSFT) and Meta Platforms (META). However, the newest round of Mag 7 earnings in Apple (AAPL) and Amazon (AMZN) disappointed after hours. Nicole Petallides takes a closer look into what drove today's trading action.======== 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

Reporting from the Cboe Global Markets, Kevin Hincks believes Microsoft's (MSFT) "massive" move higher could lead to the Mag 7 reclaiming leadership. Not all Big Tech companies are painting a rosy picture, with Tesla (TSLA) denying a report that its board started a search for a new CEO. On the international front, Kevin turns to trade talks between China and the U.S. reportedly taking shape.======== 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

En este episodio, repasamos los temas más importantes del día: • Wall Street celebra resultados tech: Los futuros suben con fuerza tras sólidos earnings de $MSFT (+8.2% premarket) y $META (+6.2%). $SPX +1.2%, $US100 +1.6% y $INDU +0.7%. Wall Street cerró con rebote tras la primera contracción del PIB desde 2022. Hoy se esperan datos de desempleo (224K), PMI e ISM de abril. • Trump impulsa vacuna universal: La administración lanza el programa “Generation Gold Standard” con $500B para desarrollar vacunas contra múltiples virus. Se usarán tecnologías clásicas como virus inactivados. Ensayos planeados para 2026; aprobación esperada en 2029. Involucra a $AZN, $GSK, $SNY, $PFE, $MRNA, $NVAX y otras. • Amazon amplía cobertura rural: $AMZN invertirá $4B en expandir su red de entregas en zonas rurales, cubriendo 13,000 códigos postales y creando 100,000 empleos. La iniciativa permitirá más de mil millones de paquetes adicionales al año. Acciones suben +2.7% tras el anuncio. Un episodio que destaca innovación médica, expansión logística y el poder de las tecnológicas en el mercado. ¡Dale play y no te lo pierdas!

Europe on holiday, US equity futures entirely in the green with sentiment boosted after strong META/MSFT results.DXY is a little firmer ahead of US data, JPY hit post-BoJ/Ueda.JGBs lead post BoJ/Ueda, USTs await Tier 1 data points.Crude continues to decline, XAU hit by the USD while base peers welcome the US tone post-Mag7.Looking ahead, US Challenger Layoffs, Jobless Claims & ISM Manufacturing.Earnings from Amazon, Apple, Riot Platforms, Reddit, Airbnb, Eli Lilly, Roblox, CVS, MasterCard, McDonald's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P Futures are displaying some weakness this morning. On the economic front this morning the Q1 GDP data will be closely monitored. Overnight, China released its factory order for April which came in weak due to the Trump tariffs being implemented. CAT, CZR, GEHC, GNRC, & V are trading higher after their earnings releases. Visa announced a $30B buyback while GEHC announced a $1B share buyback. After the bell today, MSFT, META, QCOM, KLAC & HOOD are scheduled to report. A total of 50, S&P 500 firms are scheduled to report earnings today.

Ahead of Microsoft (MSFT) and Meta Platforms (META) earnings, Jason Ware considers MSFT a stable company but faces challenges with its OpenAI partnership. He also considers Meta a "pure play" in digital advertising, saying its report can shape guidance for other companies. Skyler Weinand expects another "blowout quarter" for both Big Tech names but admits guidance may paint a mixed picture.======== 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

What started as a down day due to mixed economic data ended with all major indices except the RUT closing in the green. Microsoft (MSFT) and Meta Platforms (META) ushered in more strength after hours when both companies posted notable earnings beats. The tech front shined throughout the trading day as well, with Western Digital (WDC) and Seagate (STX) trading among the SPX's top performers. However, Supermicro (SMCI) closed as the index's biggest laggard. Caroline Woods takes investors through the trading session's biggest tech stories.======== 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

Microsoft (MSFT) and Meta Platforms (META) shares soar after earnings. For MSFT, 3Q Intelligent Cloud revenue clocked in at $26.8B, above Wall Street estimates. Alex Coffey and Scott Durfey join Caroline Woods with live reaction to the Mag 7 earnings reports. After Meta Platforms (META) reported ahead of schedule, Scott says "this one is among the biggest" and "it's great news so far." META raised its capex guidance and kept its 2Q revenue outlook largely within analyst expectations.======== 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

Microsoft (MSFT) is the best performer of the Mag 7 this year... but it's still down about 7% in 2025. Caroline says it can reclaim investor interest through its A.I. CapEx and cloud revenue, though both face headwinds in a tariff-led economy. Jenny Horne later joins the conversation and adds that Microsoft also serves as a barometer for other aspects of tech investors may miss.======== 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

Ahead of highly anticipated earnings events, Kevin Hincks uses an example call diagonal strategy for two of the Mag 7 stocks. For Microsoft (MSFT), he buys a May 16 $385 call and sells a May 2 $400 call for a debit of $9.70. For Meta Platforms (META), Kevin uses the same strike dates but explains how the trade is both similar and different than MSFT.======== 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

US President Trump said he is going to make a fair deal with China on trade; predicts that China will eat the tariffs.Stocks trade tentatively ahead of a slew of key risk events, including US GDP/PCE and earnings from Microsoft & Meta.USD looks to build on Tuesday's advances, EUR overlooks strong GDP, AUD is supported by hot CPI.USTs are contained into data & refunding, EGBs firmer but largely unaffected by a data deluge.Subdued trade across industrial commodities amid uncertainty and overall downbeat Chinese PMIs.Looking ahead, US ADP, GDP, PCE (Q1 & for March), ECI, BoC Minutes, Comments from BoE's Lombardelli, US Quarterly Refunding.Earnings from, Microsoft, Meta, Robinhood, Qualcomm, Albemarle, eBay, Humana, Caterpillar, International Paper, GE Healthcare, Hess.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Dan Nathan and Guy Adami look forward to the impactful earnings reports from major tech giants like Meta, Microsoft, Amazon, and Apple, even as the market anticipates Friday's jobs report. They analyze specific companies, including Tesla's contentious earnings call and Google's recent performance, and consider broader economic themes like the potential for a weaker US dollar and its implications. Articles Unhedged and Burned, Stock Investors Brace for More Dollar Pain (Bloomberg) China's Huawei Develops New AI Chip, Seeking to Match Nvidia (WSJ) The new AI calculus: Google's 80% cost edge vs. OpenAI's ecosystem (Venture Beat) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

S&P Futures are weakening this morning as the market heads into a key trading week. Treasury Secretary Scott Bessent defended the Trump administrations tariff plan over the weekend and said that he expects a "de-escalation" with China in the short term, followed by an agreement in principle before an actual trade deal is worked out in the coming months. He is schedule to give an interview this morning at 8:00 am with CNBC. Fed officials have entered into a blackout period ahead of the upcoming Fed Meeting next week. The week ahead has a host of key economic reports due out including GDP, PCE, & Non-Farm Payrolls. Earnings Seasons is here with reports due out this week from HON, PFE, KO, V, SBUX, MSFT, META QCOM, AMGN, AAPL & AMZN.

What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals. Market now pushing policy – Team Trump wakes up to reality. This week's guest, Patrick O'Hare – Chief Market Analyst for Briefing.com. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play. Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS' Nightly Business Report. Patrick is a graduate of Vanderbilt University and is located in Chicago. Follow @Briefingcom Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (CMG), (IBM), (SPY), (BA), (AMZN), (MSFT)

Microsoft Entra User Lockout Multiple organizations reported widespread alerts and account lockouts this weekend from Microsoft Entra. The issue is caused by a new feature Microsoft enabled. This feature will lock accounts if Microsoft believes that the password for the account was compromised. https://www.bleepingcomputer.com/news/microsoft/widespread-microsoft-entra-lockouts-tied-to-new-security-feature-rollout/ https://learn.microsoft.com/en-us/entra/identity/authentication/feature-availability Erlang/OTP SSH Exploit An exploit was published for the Erlang/OTP SSH vulnerability. The vulnerability is easy to exploit, and the exploit and a Metasploit module allow for easy remote code execution. https://github.com/exa-offsec/ssh_erlangotp_rce/blob/main/ssh_erlangotp_rce.rb Sonicwall Exploited An older command injection vulnerability is now exploited on Sonicwall devices after initially gaining access by brute-forcing credentials. https://psirt.global.sonicwall.com/vuln-detail/SNWLID-2021-0022 Unpatched Vulnerability in Bubble.io An unpatched vulnerability in the no-code platform bubble.io can be used to access any project hosted on the site. https://github.com/demon-i386/pop_n_bubble

“AI wouldn't exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World' Most Coveted Microchip.” The Motley Fool's Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about: - What Jensen Huang is afraid of. - Whether anything can stop the current capex cycle. - Where Nvidia's next $3 trillion in market cap could come from. The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM Hosts: Andy Cross, Jose Najarro Guest: Stephen Witt Producer: Mac Greer, Mary Long Engineer: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices