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01:00:39 – UK Online Safety Act Turns OrwellianOpening segment warns that Britain's new law now requires ID for everyday activities — from adjusting Nvidia graphics card settings to ordering a pizza — and is rapidly expanding into a full surveillance regime. 01:07:09 – VPNs, Xbox & Age‑Locked InternetDiscussion on UK plans to ban VPNs and force age‑verification IDs for online gaming, social features, and even accessing support forums — a sweeping restriction on free expression. 01:15:24 – Feminist Group ‘Collective Shout' Driving Game CensorshipExposes how the Australian activist group is working with payment processors to ban games globally, pushing moral‑control agendas under the guise of child protection. 01:45:06 – Trump's $200 Million White House BallroomCritiques Trump's plan to add an opulent ballroom to the White House as an ego project, mocking his claim that past presidents “always wanted” one but couldn't do it until him. 01:50:16 – Trump, Epstein & Mar‑a‑Lago ConnectionDetails claims that Epstein victim Virginia Giuffre worked at Mar‑a‑Lago before being trafficked, and speculation that Ghislaine Maxwell's transfer to a low‑security prison could set up a pardon. 02:17:17 – U.S. Debt is $151 Trillion, Not $37 TrillionA Zero Hedge report reveals the real national debt — including unfunded liabilities for Social Security and Medicare — is over $151 trillion. The host mocks the government's “it's not debt until we pay it” logic. 02:26:15 – Stablecoins as a Stealth CBDCDiscussion of the new Genius Act regulating stablecoins, described as a backdoor to a central bank digital currency. The host warns it will allow total financial surveillance and instant “de‑banking” for political speech. 02:52:19 – The “Five‑Hour School Week” Homeschool ModelStory of parents who discovered they could teach their child all required material in just one hour a day, leading to better results and more time for real‑life learning. 03:00:54 – Homeschoolers Outperform Public SchoolsData shows homeschoolers scoring 15–30 percentile points higher than public school students, even for low‑income families. The host calls public schools Marxist indoctrination centers. 03:08:50 – Canada Dumps Academic StandardsBritish Columbia drops subject‑specific standardized testing in favor of “literacy” and “numeracy” assessments, replacing A–F grades with vague labels like “developing” and “proficient.” Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
01:00:39 – UK Online Safety Act Turns OrwellianOpening segment warns that Britain's new law now requires ID for everyday activities — from adjusting Nvidia graphics card settings to ordering a pizza — and is rapidly expanding into a full surveillance regime. 01:07:09 – VPNs, Xbox & Age‑Locked InternetDiscussion on UK plans to ban VPNs and force age‑verification IDs for online gaming, social features, and even accessing support forums — a sweeping restriction on free expression. 01:15:24 – Feminist Group ‘Collective Shout' Driving Game CensorshipExposes how the Australian activist group is working with payment processors to ban games globally, pushing moral‑control agendas under the guise of child protection. 01:45:06 – Trump's $200 Million White House BallroomCritiques Trump's plan to add an opulent ballroom to the White House as an ego project, mocking his claim that past presidents “always wanted” one but couldn't do it until him. 01:50:16 – Trump, Epstein & Mar‑a‑Lago ConnectionDetails claims that Epstein victim Virginia Giuffre worked at Mar‑a‑Lago before being trafficked, and speculation that Ghislaine Maxwell's transfer to a low‑security prison could set up a pardon. 02:17:17 – U.S. Debt is $151 Trillion, Not $37 TrillionA Zero Hedge report reveals the real national debt — including unfunded liabilities for Social Security and Medicare — is over $151 trillion. The host mocks the government's “it's not debt until we pay it” logic. 02:26:15 – Stablecoins as a Stealth CBDCDiscussion of the new Genius Act regulating stablecoins, described as a backdoor to a central bank digital currency. The host warns it will allow total financial surveillance and instant “de‑banking” for political speech. 02:52:19 – The “Five‑Hour School Week” Homeschool ModelStory of parents who discovered they could teach their child all required material in just one hour a day, leading to better results and more time for real‑life learning. 03:00:54 – Homeschoolers Outperform Public SchoolsData shows homeschoolers scoring 15–30 percentile points higher than public school students, even for low‑income families. The host calls public schools Marxist indoctrination centers. 03:08:50 – Canada Dumps Academic StandardsBritish Columbia drops subject‑specific standardized testing in favor of “literacy” and “numeracy” assessments, replacing A–F grades with vague labels like “developing” and “proficient.” Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Josie: https://www.youtube.com/@Josie_Woah RGT: https://www.youtube.com/@RGT85 Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft
The AI Breakdown: Daily Artificial Intelligence News and Discussions
Today's AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google's Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China's probe into Nvidia's H20 chips. Ask GPT about our Agent Readiness Audits - https://bit.ly/supersuperagentBrought to you by:KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org Vanta - Simplify compliance - https://vanta.com/nlwPlumb - The automation platform for AI experts and consultants https://useplumb.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network
On this episode of Unsupervised Learning, in the wake of Elon Musk's xAI Grok chatbot turning anti-Semitic following a recent update, Razib catches up with Nikolai Yakovenko about the state of AI in the summer of 2025. Nearly three years after their first conversations on the topic, the catch up, covering ChatGPT's release and the anticipation of massive macroeconomic transformations driven by automation of knowledge-work. Yakovenko is a former professional poker player and research scientist at Google, Twitter (now X) and Nvidia (now the first $4 trillion company). With more than a decade on the leading edge computer science, Yakovenko has been at the forefront of the large-language-model revolution that was a necessary precursor to the rise of companies like OpenAI, Anthropic and Perplexity, as well as hundreds of smaller startups. Currently, he is the CEO of DeepNewz, an AI-driven news startup that leverages the latest models to retrieve the ground-truth on news-stories. Disclosure: Razib actively uses and recommends the service and is an advisor to the company. Razib and Yakovenko first tackle why Mark Zuckerberg's Meta is offering individual pay packages north of $200 million, poaching some of OpenAI's top individual contributors. Yakovenko observes that it seems Meta is giving up on its open-source Llama project, their competitor to the models that underpin OpenAI and ChatGPT (he also comments that it seems that engineers at xAI are disappointed in the latest version of Grok). Overall, though the pay-packages of AI engineers and researchers are high; there is now a big shakeout as massive companies with the money and engineering researchers pull away from their competitors. Additionally, in terms of cutting-edge models, the US and China are the only two international players (Yakovenko notes parenthetically that Chinese engineers are also the primary labor base of American AI firms). They also discuss how it is notable that almost three years after the beginning of the current booming repeated hype-cycles of artificial intelligence began to crest, we are still no closer to “artificial general intelligence” and the “intelligence super-explosion” that Ray Kurzweil has been predicting for generations. AI is partially behind the rise of companies like Waymo that are on the verge of transforming the economy, but overall, even though AI is still casting around for its killer app, big-tech has fully bought in and believes that the next decade will determine who wins the future.
The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.
A critical vulnerability in SUSE [SOO-suh] Manager allows attackers to run commands with root privilege. A joint CISA and U.S. Coast Guard threat hunt at a critical infrastructure site reveals serious cybersecurity issues. Healthcare providers across the U.S. report recent data breaches. Cybercriminals infiltrate a bank by physically planting a Raspberry Pi on a network switch. Russian state-backed hackers target Moscow diplomats to deploy ApolloShadow malware. Luxembourg investigates a major telecom outage tied to Huawei equipment. China's cyberspace regulator summons Nvidia over alleged security risks linked to its H20 AI chips. A new report examines early indicators of system compromise. Today we are joined by Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, with their analysis of Scattered Spider. Pwn2Own puts a million dollar bounty on WhatsApp zero-clicks. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire GuestOur guest today is Ryan Whelan, Managing Director and Global Head of Accenture Cyber Intelligence, discussing the possibilities of Scattered Spider. Selected Reading Critical flaw in SUSE Manager exposes enterprise deployments to compromise (Beyond Machines) CISA identifies OT configuration flaws during cyber threat hunt at critical infrastructure organization, lists cyber hygiene (Industrial Cyber) CISA Issues ICS Advisories for Rockwell Automation Using VMware, and Güralp Seismic Monitoring Systems (Cyber Security News) Florida Internal Medicine Practices Discloses November 2024 Data Breach (HIPAA Journal) Cybercrooks use Raspberry Pi to steal ATM cash (The Register) Russian Cyberspies Target Foreign Embassies in Moscow via AitM Attacks: Microsoft (SecurityWeek) Luxembourg probes reported attack on Huawei tech that caused nationwide telecoms outage (The Record) Nvidia summoned by China's cyberspace watchdog over risks in H20 chips (CGTN) Hackers Regularly Exploit Vulnerabilities Before Public Disclosure (Infosecurity Magazine) Pwn2Own hacking contest pays $1 million for WhatsApp exploit (Bleeping Computer) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Tea app is a place for women to share red or green flags about men, but it recently suffered a major data breach. Plus, why some members of Congress are protesting a deal with China to allow Nvidia to sell its H20 chips to the country. And YouTube is rolling out new age estimation technology to protect younger users. Marketplace's Meghan McCarty Carino is joined by Maria Curi, tech policy reporter at Axios, to discuss all this.
In this episode, Scott Becker analyzes the growing divide within the Magnificent 7.
AI is fueling the stock market, sending the value of tech companies like Nvidia and Microsoft into the stratosphere. This week, Microsoft's market valuation surged past $4 trillion. That's nearly the GDP of India. Roben Farzad, host of the podcast "Full Disclosure," explains Microsoft's role in the competition. And, Nvidia — which makes microchips for AI — recently hit the same valuation milestone of $4 trillion. Chris Miller, author of the book "Chip War: The Fight for the World's Most Critical Technology," explains why Nvidia is gaining so much traction so fast and what it says about the value of chips.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
The 5 things you need to know before the stock market opens today: shares of Coinbase and Roku are both tumbling after the companies reported quarterly results, but each stock is still up over 50% and 30% for the year, respectively. Nvidia has denied that its chips have “back doors,” amid scrutiny from Chinese regulators, CSX is reportedly speaking with Goldman Sachs about buying a rival, and shares of Reddit popped after the company reported its most profitable quarter ever. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
Allegations by Donald Trump: Former President Donald Trump is quoted calling for an investigation into Nancy Pelosi, accusing her of using insider information to amass wealth through stock trading. He claims Pelosi has achieved returns “practically in the history of Wall Street” and suggests this is due to her access to non-public information. Financial Discrepancies Highlighted: Pelosi’s government salary is cited as $174,000/year, yet her net worth is reported to have grown from $114.7 million in 2018 to potentially $413 million by 2024. The file references sources like OpenSecrets, Investopedia, and The Times to support these figures. Paul Pelosi reportedly earned between $7.8 million and $42.5 million in 2024 from stock trades. Stock Performance: The Pelosi portfolio allegedly returned 54% in 2024, outperforming the S&P 500’s 25% gain. Notable trades included early investments in Nvidia and Palo Alto Networks, and timely sales of Microsoft and Visa. Pelosi’s Response: In a CNN interview with Jake Tapper, Pelosi deflects the insider trading question, emphasizing her focus on the 60th anniversary of Medicaid. She denies wrongdoing, stating: “I’m not into it. My husband is,” and accuses Trump of “projecting.” Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. Thanks for Listening #seanhannity #hannity #marklevin #levin #charliekirk #megynkelly #tucker #tuckercarlson #glennbeck #benshapiro #shapiro #trump #sexton #bucksexton#rushlimbaugh #limbaugh #whitehouse #senate #congress #thehouse #democrats#republicans #conservative #senator #congressman #congressmen #congresswoman #capitol #president #vicepresident #POTUS #presidentoftheunitedstatesofamerica#SCOTUS #Supremecourt #DonaldTrump #PresidentDonaldTrump #DT #TedCruz #Benferguson #Verdict #maga #presidenttrump #47 #the47morningupdate #donaldtrump #trump #news #trumpnews #Benferguson #breaking #breakingnews #morningupdateYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
In this episode, we sit down with Vince Hu from MediaTek to dive deep into how they're powering the next generation of AI innovation. Vince shares how AI is transforming the tech landscape over the next 5–10 years, how MediaTek's chips power 2+ billion devices every year, their partnership with NVIDIA, and so much more!
Microsoft joins the $4 trillion club with Nvidia, and Dr. Niki talks about using computer models for the discovery of archeological history.Starring Jason Howell, Huyen Tue Dao, Tom Merritt and Dr. Niki.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI's revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn't mean they trust it. And at the end of the show, as promised, the huge podcast announcement. Links: Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC) Investors Cheer an A.I. Spending Bonanza (NYTimes) Meta shares climb 10% on revenue beat, raised forecast (CNBC) Apple, Google, OpenAI to Work With Federal Agencies to Make Health Data Helpful (Bloomberg) OpenAI Hits $12 Billion in Annualized Revenue, Breaks 700 Million ChatGPT Weekly Active Users (The Information) Stack Overflow data reveals the hidden productivity tax of ‘almost right' AI code (VentureBeat) Google DeepMind says its new AI can map the entire planet with unprecedented accuracy (VentureBeat)
Plus: China's cybersecurity regulator summons Nvidia, citing chip-security issues. And, Shell announces a $3.5 billion share buyback, despite lower oil and gas prices. Azhar Sukri hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Faber and Jim Cramer covered all of the bases on the AI trade extending the record run for stocks. Microsoft posted a blowout quarter and joined Nvidia in the exclusive $4 trillion valuation club. Meta shares hit a fresh all-time high with an earnings beat of its own, as the company ramps up its AI investment strategy. Also in focus: The Fed's preferred inflation gauge shows an increase in core prices, copper's tumble and the tariff effect, Figma's Wall Street debut at the NYSE, earnings winners and losers including Qualcomm, Arm Holdings, eBay and Ford. Squawk on the Street Disclaimer
The White House secured commitments from big tech to create a digital health ecosystem, China’s Cyberspace Administration has security concerns over Nvidia's H20 chip, and Google is using AI to determine users' age. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of thisContinue reading "The White House Secured Commitments From Big Tech To Create A Digital Health Ecosystem – DTH"
Tony: -The Carbonation Station: Rock Star Zero Carb review. -Killer Fungus may have other purpose: https://www.popularmechanics.com/science/health/a65401699/king-tut-fungus-cancer-cure/ -I want that…: https://electrek.co/2025/07/21/inmotion-launches-50-mph-commuter-electric-scooter-would-you-ride-it/ Jarron: -The Carbonation Station: Strawberry Peach La Croix -Intel is circling the drain because of accounting: https://daringfireball.net/linked/2025/07/26/intel-needs-a-big-customer -New one for the Google graveyard: https://daringfireball.net/linked/2025/07/26/google-link-shortener Owen: -Taking out loans against your GPU's. Nvidia is its own currency now. https://www.pcgamer.com/hardware/startups-are-using-nvidias-ai-gpus-as-collateral-to-secure-loans-of-up-to-usd10-billion-from-financial-institutions/ -BitChat? Read that again… https://mobile.slashdot.org/story/25/07/29/216224/jack-dorseys-bluetooth-messaging-app-bitchat-now-on-app-store Lando: -Earth is a tilt a whirl https://www.popularmechanics.com/science/environment/a65515974/why-earth-has-tilted-science/
For decades, manufacturers have relied on traditional dashboards that often fell short when it came to understanding the complexity of real-time operations. In this episode of the ‘AI in Business' podcast, Microsoft's Rad Desiraju and NVIDIA's Mike Geyer explore how AI-powered 3D digital twins and real-time simulation are transforming the way manufacturers monitor, collaborate, and optimize production environments. The conversation begins with a breakdown of how dashboards have evolved—from static displays of sensor data to immersive, simulation-based platforms driven by AI. Rad and Mike then dive into the technical backbone behind today's most advanced digital twin solutions, including edge computing, accelerated computing, and frameworks like Azure Arc and Omniverse. This episode is sponsored by Microsoft and NVIDIA. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast!
Four Trillion and Beyond: Microsoft joins Nvidia in an exclusive market cap club, with shares surging on earnings beat and a cloud sales milestone. Plus: Big Tech is lifting U.S. stock futures, with the Nasdaq sharply higher. And later: New tariffs and trade deals remain front and center ahead of President Trump's August 1st deadline.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über Zoll-Angst bei Adidas, Azure-Euphorie bei Microsoft und eine durchbrochene Schallmauer bei Siemens Energy. Außerdem geht es um Nvidia, Commerzbank, Novo Nordisk, JD.com, Ceconomy, Volkswagen, Tesla, BYD, Xiaomi, Mercedes-Benz, BMW, Gaztransport et Technigaz GTT (WKN: A1XEHR). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Private equity is a risky business. There are high-highs and low-lows. A retirement plan, on the other hand, is meant to be a reliable beast. But President Trump believes your 401(k) can handle it! On today's show, the president's expected executive order could help offer some legal cover for fund managers who include private equity in your retirement portfolio. What are the risks and benefits?Related episodes:The Prudent Man Rule (Apple / Spotify)Carried interest wormhole (Apple / Spotify)Let's party like it's NVIDIA earnings report day! (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
You've probably been reading or hearing a lot about artificial intelligence these days. AI stocks such as NVIDIA have been driving the stock market. AI programs such as ChatGPT are already disrupting a number of industries, including education, journalism, and social media platforms. And lots of smart people believe that the disruptions have only just begun. AI generated video content is already blurring the lines between reality and something that is not reality, but which very closely resembles reality. And everyone involved with AI is unanimous in this: AI will only get better, more realistic, more powerful. What are Christians to make of artificial intelligence? Kathy McReynolds has made a career of studying the frontier between Christianity, technology, and anthropology, and she has some thoughts on the subject of artificial intelligence. Dr. McReynolds graduated with a BA in Christian Education at Biola University, and then went on to earn an MA in Systematic Theology at the Talbot School of Theology, Biola University. After earning her degrees, she took five years off, wrote five books, had three children, and then went on to earn her PhD in Ethics at the University of Southern California. She has since written nearly a dozen more books. She has been a US intelligence officer and has advised the Department of Defense and the Office of National Intelligence on AI issues. For many years she was a professor in the Bible Department at Biola University. She currently serves as an AI Theologian for FaithTech, integrating biblical theology and emerging technology. Dr. K, as she is often called, spoke to me via zoom. The producer for today's program is Jeff McIntosh. Until next time, may God bless you.
Quantum computing has been "five years away" for decades, but when NVIDIA's Jensen Huang says we've hit an inflection point, Congress listens and stocks soar. The reality? We're still building very expensive proof-of-concepts. Today's quantum computers run on 100 qubits—impressive to physicists, useless to you. Commercial viability needs a million qubits, a 10,000x leap that's not incremental progress but a complete reinvention.Unlike the familiar tech story where room-sized computers became pocket devices, quantum is binary: it either works at massive scale or it's an elaborate academic exercise. There's no quantum equivalent of early PCs that could at least balance your checkbook—no useful middle ground between 100 qubits and a million.China wants quantum for cryptography: the master key to any lock. America's lead exists mostly on paper—in research publications and VC rounds, not deployed systems. Dr. Peter Shadbolt from PsiQuantum, fresh from congressional testimony, argues America must commit now or risk losing a race that could redefine pharmaceutical research and financial security. The real question: can a democracy sustain long-term investment in technologies that offer zero immediate gratification?
AI is driving a gold rush in compute power. And Nebius is quietly selling the picks and shovels.In today's episode, Finimize Analyst Russell Burns joins the pod to walk us through why this under-the-radar AI infrastructure firm might be one of the most overlooked growth stories out there. It's lean, it's scaling fast, it's tight with Nvidia - and its stake in ClickHouse alone could be worth a chunk of its market cap. Try Finimize Pro
In this heartwarming episode of Geek Freaks Headlines, Frank dives into a powerful and emotional moment from Dropout's Game Changer. This week's episode wasn't just about laughs or clever improv—it was a gift. Built around longtime Dropout regular Jacob Wysocki, the show became a celebration of his resilience after a difficult year. From a surprise visit from his father to custom-made trivia questions, the episode was carefully crafted so Jacob couldn't lose—and walked away with $100,000. Frank also shares Jacob's earlier moment this season when he donated his winnings to a nonprofit close to his late mother's heart. It's a story of community, kindness, and a reminder that entertainment can do more than entertain—it can lift people up.Timestamps & Topics:00:00 – Introduction to Game Changer and this special episode00:15 – Who is Jacob Wysocki and why this episode matters00:30 – The show's design: tailored questions, familiar faces, surprise guests00:51 – Why this was more than a game: Jacob's hard year01:18 – The message behind Dropout's support for Jacob01:36 – Jacob's earlier generosity in the season01:53 – His donation to Rainbow Services in honor of his mother02:09 – The community's $8,000 follow-up donation02:24 – The LinkedIn sponsorship and fan trust02:41 – Final thoughts on kindness in the Dropout communityKey Takeaways:Game Changer flipped the format to create a love letter to Jacob WysockiThe episode functioned as both entertainment and genuine supportJacob's hardships included personal loss and professional strugglesHe previously donated his own game winnings to a domestic violence nonprofitThe Dropout community crowdfunded an additional $8,000 for the causeDespite being ad-free, fans supported the decision to bring in a sponsor—LinkedIn—because they trusted the intentThe entire community rallied around a person who needed it, turning a game show into something deeply meaningfulMemorable Quotes:
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The stock market is heating up again with the S&P 500 and Nasdaq hitting all-time highs. We break down whether this historic run can continue or if a mid-summer correction is looming. Plus, we dive into this week's earnings showdown—Meta, Microsoft, Apple, and Amazon are all reporting. Who's the real winner, and how will the July Jobs Report affect the markets?Tesla is making headlines after choosing Samsung for its AI chips. Despite missing delivery targets, the stock rebounded hard—what does that say about confidence in Elon's vision? We also compare AMD and NVIDIA head-to-head, analyze AMD's bold price hikes, and debate who's better positioned for the second half of 2025.We also tackle long-term plays—what industries will thrive over the next 20–30 years? From water and air to farming and crypto, we break it all down. Plus, we answer: Is Costco recession-proof? Is it time to load up on Ethereum? And which stock is the best buy right now—UNH, ASML, DLO, AMD, or ASTS?Invest Fest Ticket Link: https://investfest.com#MarketMondays #InvestingTips #Tesla #Apple #Amazon #Microsoft #AMD #NVIDIA #SP500 #Crypto #Ethereum #Coinbase #Costco #ETFs #LongTermInvesting #WealthBuilding #FinancialFreedom #JobsReport #EarningsSeason #Bitcoin #RecessionProof #BaseAppOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this powerhouse episode of Impact Theory, Tom Bilyeu sits down with the legendary investor and entrepreneur Kevin O'Leary, famously known as “Mr. Wonderful” from Shark Tank. With his trademark candor and economic insight, Kevin breaks down what's really happening with America's global negotiating power, the controversial tactics of Donald Trump, and how America's financial future hangs in the balance. Tom and Kevin take you behind the headlines to dissect America's true leverage in global trade, the economic chess match with China, and what investors should be watching for in the chaos of tariff wars and shifting alliances. This conversation is essential listening for anyone concerned about economic security, the future of US policy, and the policies shaping markets worldwide. Get ready for an unfiltered perspective on tariffs, taxation, and the fate of American innovation. SHOWNOTES00:00 – America's Precarious Position & Global Leverage01:05 – Are Tariffs Hurting or Helping? Trump's Negotiating Style03:00 – How Value Added Taxes Shape Trade Deals04:18 – Political Chaos vs Policy Outcomes06:53 – Investor Mindset in Uncertain Times08:35 – What Would Ring Kevin's Alarm Bells?11:01 – China: The Real Economic Battleground13:08 – How China Rose by Ignoring the Rules16:28 – TikTok, Nvidia, and the Next Phase of US–China Relations19:33 – America Gets “Screwed” One Innovation at a Time FOLLOW KEVIN O'LEARYInstagram: https://www.instagram.com/kevinolearytv/Twitter: https://twitter.com/kevinolearytvYouTube: https://www.youtube.com/@kevinolearytv SUPPORT OUR SPONSORS Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out SKIMS: Shop SKIMS Mens at https://www.skims.com/impact #skimspartner Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. SleepMe: Visit https://sleep.me/impact to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to https://jerry.ai/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact CashApp: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod iRestore: For a limited time only, our listeners are getting a HUGE discount on the iRestore Elite when you use code IMPACT at https://irestore.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI Breakdown: Daily Artificial Intelligence News and Discussions
The episode investigates the escalating AI rivalry between the US and China, triggered by the release of both nations' AI strategies. It examines China's reaction to the US approach, including its call for a World AI Cooperation Organization based in Shanghai, and the intensifying dispute over NVIDIA's H20 chip exports. The conversation explores whether meaningful international cooperation is possible or if an AI arms race is unavoidable. Key topics include the strategic use of open-source models, differing visions for global AI governance, and debates among national security experts on export controls.Ask GPT about our Agent Readiness Audits - https://bit.ly/supersuperagentBrought to you by:KPMG – Go to https://kpmg.com/ai to learn more about how KPMG can help you drive value with our AI solutions.Blitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months AGNTCY - The AGNTCY is an open-source collective dedicated to building the Internet of Agents, enabling AI agents to communicate and collaborate seamlessly across frameworks. Join a community of engineers focused on high-quality multi-agent software and support the initiative at agntcy.org Vanta - Simplify compliance - https://vanta.com/nlwPlumb - The automation platform for AI experts and consultants https://useplumb.com/The Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdownInterested in sponsoring the show? nlw@breakdown.network
Elon Musk just confirmed a $16.5 billion chip deal with Samsung, locking in production of Tesla's next-gen AI6 chips from Samsung's new Texas fab. The deal marks a major comeback bid for Samsung in the AI chip war after falling behind rivals like TSMC and Nvidia.Featured Guest: Jimmy Yun, investor, 8VC
In this episode of the Hot Options Report, Mark Longo dives into the latest trends and unusual activities in the options market as of Tuesday, July 29th. Key discussions include significant volume spikes in VIX options with over a million contracts, a detailed breakdown of active trades in SPY, S&P 500, small caps, and NASDAQ, and unusual large-volume trades in specific equities like Palantir, Alphabet, Apple, SoFi, Tesla, AMD, and Nvidia. Additionally, the episode spotlights some curious trades in United Health, including a notable 28,000 contracts of the January 2027 500 calls. 01:05 Welcome to the Hot Options Report 01:43 Today's Market Overview 02:44 VIX Options Activity 04:30 SPY and S&P 500 Options Insights 05:46 Small Caps and QQQs Analysis 07:01 Single Name Equity Options Highlights 07:16 Top 10 Options Movers 15:18 Conclusion -------------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors. Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers. Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics. See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.
Cada empresa que lidera el mercado mundial refleja el espíritu de su tiempo. Fue Microsoft en la era del software; después, Apple, cuando el diseño y los móviles lo transformaron todo. Hoy es Nvidia, que controla el 90% del mercado de chips y ha superado los cuatro billones de dólares de capitalización bursátil. Fabrica la base sobre la que se entrena la inteligencia artificial. Su éxito cuenta más que una historia empresarial: es el símbolo del poder del dato. CRÉDITOS Presenta: Ana Fuentes Realiza: José Juan Morales Edición: Ana Ribera Diseño de sonido: Nicolás Tsabertidis Dirección: Silvia Cruz Lapeña Sintonía: Jorge Magaz
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredIn this episode of Watchdog on Wall Street, we expose a shocking proposal from the Trump administration: a new tax on patents that could cost American inventors 1–5% of their intellectual property's value. It's a direct attack on innovation—and nobody's talking about it.Here's what you'll hear:How a quiet Commerce Department plan could devastate American inventorsWhy this “innovation tax” is worse than anything proposed by Obama or BidenWhat it means for companies like Apple, Nvidia, and SamsungHow foreign competitors could gain the upper handAnd why conservatives must push back on this anti-growth schemeThis isn't conservative. This is a tax on ideas. And it's a very dangerous precedent.
Beleggers van farmaceut Novo Nordisk zijn afvallig. Het aandeel wordt gedumpt, want de directie komt met misselijkmakend nieuws. Er is voor de tweede keer dit jaar een winstwaarschuwing en als toetje komt daar nog een omzetwaarschuwing bovenop.De verkoop van de afvalprikken van Novo Nordisk vallen tegen. Concurrent Eli Lilly doet het beter. Alleen profiteert het aandeel van de concurrent niet van de neergang van Novo Nordisk. Sterker nog: die gaat ook hard onderuit. Beleggers denken namelijk dat de hele sector overdreven is.Daar hebben we het deze aflevering over. Is de markt voor afvalmedicatie niet gewoon een hype?Hoor je ook over heel veel ander nieuws, want het was een drukke beursdag. Philips bijvoorbeeld, dat hield een zegetocht op de Amsterdamse beurs. Eens géén winstwaarschuwing voor Philips, maar juist een opwaardering voor de winst. Een bedankje daarvoor kan naar het Witte Huis.Waar dan geen muziek in zit, is Spotify. De streamer stelt teleur en dat is heel lang geleden. Er komen meer abonnees bij, maar Spotify maakt onverwachts verlies.Verder in deze aflevering: De Britten hebben een betere deal de EU. Keir Starmer blijkt goede dealmaker Alfen vindt een nieuwe ceo Jerome Powell kan opgelucht ademhalen: Fed-vergaderingen hoeven niet openbaar ECB-werknemers happen juist naar adem. Lagarde zou werksfeer verpesten Kwartaalcijfers van Basic-Fit blijken niet echt fit See omnystudio.com/listener for privacy information.
Plus: EU watchdog warns Temu on safety of products sold on its platform. Nvidia could roll out a downgraded AI chip for China. Ariana Aspuru hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various industries, and the nuances of Nvidia's dealings with China. Additionally, they analyze Treasury Secretary Yellen's debt issuance strategy, market valuations, and various earnings reports from major tech and financial companies. The episode highlights underlying economic concerns, market reactions to earnings, and the importance of valuation metrics amidst current market enthusiasm. Links Companies Welcome EU-U.S. Trade Deal as Least Bad Outcome (WSJ) Tariffs have netted $20 billion so far – here's where the money's coming from (Axios) Why Trump Just Gave China the Keys to A.I.'s Future (NYT) Trump and Bessent Bring New Style to Managing America's Debt (WSJ) Master Investor Podcast w/ David Solomon (Website) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/ Markets are up, but it's far from a traditional bull run. From sector surprises to tariff-driven shakeups and a dangerously top-heavy S&P, this episode dives deep into what's really powering today's gains—and what could derail them.In this episode, Chris and Brian discuss:1. Risk-On Signals Across Major Asset Classes2. Industrial and Utility Stocks Leading the Market3. The Historic Surge in International Equities4. S&P 500 Concentration and Nvidia's DominanceFollow us here to see short videos of all our best investing tips:TikTok: https://www.tiktok.com/@todaysmarketexplained Instagram: https://www.instagram.com/TodaysMarketExplainedYouTube: https://www.youtube.com/@todaysmarketexplained Facebook: https://www.facebook.com/TodaysMarketExplainedTwitter: https://twitter.com/PodcastTMEWebsite: https://todaysmarketexplained.com/ DISCLAIMER:This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
MRKT Matrix - Monday, July 28th S&P 500 gives up gain and turns lower despite EU trade deal as traders brace for busy week (CNBC) S&P 500 Reporting Net Profit Margin Above 12% for the 5th Straight Quarter (FactSet) US and China Are Expected to Extend Trade Truce by 90 Days, SCMP Says (Bloomberg) Donald Trump freezes export controls to secure trade deal with China (Financial Times) EU faces backlash from France and Germany over US trade deal (Financial Times) Tariff revenue is spiking. But who exactly is paying? (Axios) Trump and Bessent Bring New Style to Managing America's Debt (WSJ) Five Signs of a Market Bubble Investors Are Tracking (WSJ) The New Chips Designed to Solve AI's Energy Problem (WSJ) Huawei shows off AI computing system to rival Nvidia's top product (Reuters) China's latest AI model claims to be even cheaper to use than DeepSeek (CNBC) Silicon Valley's $4 Billion Gamble on Defense Manufacturing (Bloomberg) Anthropic Said to Discuss $150 Billion Valuation (The Information) Ramp in Talks to Raise at $21 Billion Valuation, Up 30% From June Financing (The Information) AI referrals to top websites were up 357% year-over-year in June, reaching 1.13B (TechCrunch) -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Nick Maggiulli is the COO at Ritholtz Wealth Management, a bestselling author of "Just Keep Buying," and creator of the wealth ladder framework, who transformed his blog Of Dollars and Data into one of personal finance's most trusted resources, and joins us to discuss his new book "The Wealth Ladder."EPISODE NOTES3:00 - Nick shares his lower-middle-class upbringing in Southern California, parents' divorce due to bankruptcy, and early money habits like always ordering from McDonald's dollar menu6:00 - Stanford revelation: "My family summers there" - exposure to different socioeconomic backgrounds opened his eyes to other ways of living9:00 - Chess analogy: effort alone isn't enough, you need the right strategy. Working harder at wrong things won't maximize long-term income12:00 - KEY CONCEPT: Spending freedom framework - different wealth levels unlock different spending categories (grocery freedom at level two, restaurant freedom at level three, travel freedom at level four)15:00 - MAJOR INSIGHT: Use net worth, not income, for spending decisions. "0.01% of your net worth" rule for trivial spending amounts18:00 - House rich, cash poor phenomenon - why liquid net worth matters more than total net worth for spending decisions21:00 - TRANSFORMATION POINT: How income sources change as you climb the ladder - from pure labor to investment income dominance24:00 - The moment when your portfolio earns more than your job: "Is your job a side hustle?"27:00 - CRITICAL REALIZATION: At higher wealth levels, traditional saving can't move the needle - need business ownership to reach next level30:00 - Four types of leverage: labor, capital, content, and code - how internet enables mass distribution33:00 - Wealth composition surprise: how little stocks/funds even richest own, mostly business ownership36:00 - Starting over reality check: NVIDIA founder wouldn't restart his company knowing the difficulty39:00 - WARNING: Climbing higher may not be worth it - family dynamics, trust issues, social complications at ultra-high wealth levelsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
This episode of The Hot Options Report provides a comprehensive analysis of the most active options in the market. Key highlights include insights into VIX options with 25,000 of the August 18 puts traded, SPY options with 728,000 of the 638 calls, and QQQ options with 372,000 of the 568 calls. Discussions also cover notable options activity in individual stocks such as Amazon, Alphabet, Open, SoFi, Intel, Palantir, SMCI, AMD, Nvidia, and Tesla. The episode emphasizes the significance of options volume, the role of external events such as earnings, and market trends impacting these trades. 01:04 Welcome to the Hot Options Report 02:29 Exploring VIX Options Activity 03:48 SPY Options Insights 05:21 Small Caps and NASDAQ Highlights 07:14 Top 10 Options Movers 14:56 Conclusion and Stay Tuned --------------------------- All investing involves risk. Brokerage services for US listed securities, options and bonds in a self-directed brokerage account are offered by Open to the Public Investing Inc, member FINRA & SIPC. Not investment advice. Options trading entails significant risk and is not appropriate for all investors. Customers must read and understand the Characteristics and Risks of Standardized Options before considering any options strategy. Options investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount, and are only available for qualified customers. Index options have special features and fees that should be carefully considered, including settlement, exercise, expiration, tax, and cost characteristics. See Fee Schedule for all options trading fees. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Rebate rates vary monthly from $0.06-$0.18 and depend on the particular security, whether the trade was placed via API, as well as your current and prior month's options trading volume. Review Options Rebate Terms here. Rates are subject to change. Go to public.com/optionsbrief to learn more.
“Where is all the money going?” Kevin Mahn asks, and answers: AI infrastructure and aerospace & defense. He sees an opportunity in TSMC (TSM), which makes Nvidia's (NVDA) chips. He also likes data centers, energy, and plays that are related to AI-supporting industries. Overall, Kevin thinks 15% tariffs worldwide are already modeled into market – and hopefully Fed – projections. He expects two rate cuts this year and thinks the Fed should have been cutting already.======== 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
U.S. stocks are hitting all-time highs, but can the rally continue? According to Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, the answer is a resounding yes. In this high-energy interview, Adam makes the bullish case for American innovation, explains why AI is the most transformative force of our time, and names the companies poised to dominate the next decade. From autonomous trucking and warehouse robotics to Tesla's humanoid factory workers, Adam reveals the real-world AI applications already disrupting industries—and how investors can position for it. He also shares how he manages risk, takes profits, and navigates volatility in a market full of mixed signals.
Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture. This week marks a major milestone — Episode 50! To celebrate, Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures, and Andrew J. Scott return to unpack the headlines and trends shaping the European tech landscape.From the UK government's OpenAI partnership and what it means, to the missed boat on stablecoins, and to AI outperforming the brightest minds in math—this episode cuts deep into the future of tech, sovereignty, and competitiveness in Europe.Whether you're a founder navigating policy shifts, an investor eyeing infrastructure plays, or just an AI-curious policy wonk—this one's for you.Here's what's covered00:00 | Celebrating Episode 50The gang reflects on hitting a podcasting milestone and shares quick updates from Denmark, Paris, and a beachside founder retreat.03:30 | OpenAI x UK Government: A Real Deal?The UK's MOU with OpenAI is meant to boost public sector productivity—but is it too flimsy to matter? The hosts debate if this partnership is toothless signaling or meaningful progress.06:00 | Can AI Actually Transform Public Services?From “Humpfree the Chatbot” to NHS waitlists, the panel weighs in on the real-world use cases, and how opt-in AI diagnostics could solve the NHS backlog.09:30 | The Bigger Picture: AI Sovereignty and StrategyWith the UK relying on US players (OpenAI, Anthropic, Nvidia), are we compromising our digital sovereignty? Andrew drops the big question: Is this the modern equivalent of exporting raw strategic resources?14:00 | US vs UK AI Plans: Build, Baby, Build vs. Think, Baby, ThinkThe team compares the UK's thoughtful “consultancy-style” AI strategy with the US's aggressive, deregulatory action plan—complete with eagles and executive orders.19:00 | Policy Recommendations from the PodFrom national compute backbones and Buy-UK mandates to AI visa fast-tracks and sovereign LLMs — the panel proposes big ideas Europe should act on today.25:00 | Stablecoins: UK's Missed OpportunityWhile Japan, Singapore, and the US regulate stablecoins, the UK is just starting consultations. Why? And what's at stake?30:00 | Dollar Dominance ReinventedMads explains how stablecoins are reinforcing US economic control — and how UK hesitation risks long-term relevance in fintech.34:00 | Ideas for UK Leadership in StablecoinsCould interest-bearing stablecoins become London's new edge? Could we reclaim fintech innovation by embracing DeFi rails?38:00 | AI Wins Gold at the Maths OlympiadGoogle's DeepMind and OpenAI hit gold-level scores at the IMO. The gang discusses the leap in AI's creative reasoning and what it means for R&D, drug discovery, and Europe's scientific leadership.43:00 | Should Europe Build Its Own Sovereign Research Hub?From CERN-for-AI to training sovereign models, the crew asks whether public sector moonshots are the right way to compete.48:00 | Deal of the Week: Eurazeo's €650M Fund for AI ScaleupsIn a capital-constrained landscape, Eurazeo closes a rare growth fund to back Europe's AI champions.50:00 | Wildcard: AI vs. RaccoonsAndrew shares a niche but hilarious use case for computer vision AI: keeping raccoons out of houses. No joke.
Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: MVG: https://www.youtube.com/@ModernVintageGamer Jordan: https://www.youtube.com/@JordanFringe94 Celia: https://x.com/CeliaBeee Playeressence: https://www.youtube.com/@Playeressence Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft
AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning
In this episode, we delve into the dynamic world of the US semiconductor industry, exploring recent developments, geopolitical tensions, and the impact of AI on chip manufacturing. From export controls to strategic acquisitions, discover how these factors are shaping the future of technology and the global balance of power. Join us for an insightful analysis of the industry's current state and its implications for AI supremacy.Try AI Box: https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustle/aboutYouTube Video: https://youtu.be/x-g6RLVUe1sChapters00:00 Overview of the US Semiconductor Industry01:47 Key Developments in Semiconductor Regulations03:27 Intel's Challenges & Strategic Changes06:07 Nvidia's Market Position & Export Challenges09:07 Recent Trends & Future Outlook for AI Chips
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In today's episode, we cover Fireworks at the Fed President Trump confronts Federal Reserve Chairman Jerome Powell over a $2.5 billion HQ renovation and accuses him of intentionally keeping interest rates high to hurt the economy. New analysis from Bloomberg suggests the Fed's economic rationale may be flawed. Ghislaine Maxwell's DOJ Meeting For the first time, Maxwell sits down with federal prosecutors to discuss Jeffrey Epstein's trafficking network. The DOJ is probing whether she'll name names or offer new evidence on high-profile abusers. Chinese Hack Hits U.S. Nuclear Systems China-linked hackers exploit a Microsoft SharePoint vulnerability to breach federal agencies, including the National Nuclear Security Administration. The fallout raises alarm over Microsoft's security practices and Pentagon contractor policies. EV Charging Boondoggle A $7.5 billion Biden-era program has produced just 68 upgraded gas stations with EV chargers. The GAO blasts the rollout as lacking accountability, and Trump halts another $6 billion, though legal battles may force his hand. U.S. Lags in Drone Warfare The U.S. military hypes a grenade-dropping drone already used by terrorists a decade ago. Meanwhile, Ukraine and Russia churn out cheap drones at scale, leaving America struggling to catch up in the evolving drone battlefield. China's Humanoid Robots Work Nonstop A Chinese company unveils a self-charging humanoid robot capable of continuous labor. While impressive, it signals a coming clash between automation and the global workforce, especially in manufacturing and logistics. Trump Visits Scotland for Trade Talks The president travels to his ancestral homeland for meetings with the UK Prime Minister. Trade is on the table as markets seek clarity about Trump's call to "refine" the current deal. Australia Lifts U.S. Beef Ban After decades of restrictions tied to Mad Cow concerns, Canberra agrees to ease limits on U.S. beef imports. While modest, it marks another Trump win in loosening global ag trade barriers. South Korea's Birth Rate Rebound Thanks to aggressive tax incentives, parental leave, and cultural pride, South Korea sees a record baby boom, the highest since 1981, suggesting a national strategy beyond immigration to solve demographic decline. China Illegally Acquires U.S. AI Chips Despite tightened export controls, Beijing obtains banned Nvidia chips through black market resales. U.S. firms deny direct involvement, but the trade underscores China's relentless push for AI dominance. Europe Still Buys Russian Energy Despite claims of cutting ties, EU nations continue importing $26 billion in Russian oil and gas annually, mainly through pipelines, propping up Moscow's economy even amid war. Undersea Resource Race Heats Up The U.S. and China compete for deep-sea mining rights in the Pacific. Trump plans to bypass a UN agency to accelerate extraction, while environmentalists and China push back on Texas- and California-based ventures. "And you shall know the truth, and the truth shall make you free." - John 8:32
In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.Then, a few days ago, Mr. Trump abruptly changed course.Tripp Mickle, who covers Silicon Valley for The New York Times, explains how Nvidia's C.E.O. persuaded the president that the best way to beat China at A.I. is to help them compete.Guest: Tripp Mickle, who reports about Silicon Valley for The New York Times.Background reading: Nvidia said that the U.S. had lifted restrictions on A.I. chip sales to China.How Nvidia's Jensen Huang persuaded Mr. Trump to sell A.I. chips to China.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Photo: Pete Marovich for The New York Times Unlock full access to New York Times podcasts and explore everything from politics to pop culture. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify.