Podcasts about Nvidia

Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Broadcom-Abwärtsstrudel, China-Euphorie bei Nvidia und ein Kursfeuerwerk in der Hanf-Branche. Außerdem geht es um Oracle, AMD, ASML, Amazon, Alphabet, Microsoft, Siemens Energy, TSMC, Alibaba, Lululemon, Adidas, Puma, Hensoldt, Rheinmetall, Renk, Tilray Brands, Canopy Growth, SNDL, Porsche, VW, Mercedes, BMW, Suzuki, Geely, BYD, Xiaomi, Tesla, iShares Core MSCI World ETF (WKN: A0RPWH) und Amundi All Country World ETF (WKN: LYX00C). Karstens Artikel zum Netto-Effekt findet ihr hier: https://www.welt.de/wirtschaft/plus693d3cd64e06e0d53ab670f4/steuern-2026-familien-jubeln-singles-zahlen-drauf-das-bleibt-den-deutschen-vom-brutto.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über 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

En el episodio 776 del podcast hago un resumen de la actualidad tecnológica más destacada de la semana. Semana intensa para SpaceX con la Unión Europea alertando de posibles sanciones a las Big Tech y un gran revuelo con China y los chips H200 de Nvidia entre las noticias más destacadas. 08/12/25 Shein contraataca al gobierno francés en una audiencia marcada por acusaciones de trato discriminatorio. 08/12/25 Meta pospone hasta 2027 el lanzamiento de sus gafas de realidad mixta Phoenix. 09/12/25 Legisladores de EE. UU. presionan a Google y Apple para retirar aplicaciones que rastrean a agentes de inmigración. 09/12/25 China limitará el acceso a los chips H200 de Nvidia pese a la autorización de exportación de EE. UU. 10/12/25 Australia afronta la primera prohibición mundial de redes sociales para menores mientras adolescentes se despiden en línea. 10/12/25 SpaceX prepara una salida a bolsa en 2026 con el objetivo de superar la valoración del billón de dólares. 12/12/25 YouTube TV lanzará planes por géneros y refuerza su estrategia para dominar el streaming deportivo. 12/12/25 Disney invertirá 1.000 millones de dólares en OpenAI y permitirá usar personajes icónicos en Sora. 13/12/25 Rivian presenta su primer chip de conducción autónoma y lanza Autonomy+, un nuevo paquete de asistencia por 2.500 dólares. 13/12/25 Los inversores anticipan que la salida a bolsa de SpaceX será “la OPI más loca” de la historia. 14/12/25 Un tribunal de apelaciones concede a Apple una reversión parcial en el caso antimonopolio contra Epic Games. 14/12/25 Google afrontará una posible multa de la UE en 2026 por favorecer sus propios servicios en las búsquedas.

Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: MVG: https://www.youtube.com/@ModernVintageGamer RGT85: https://www.youtube.com/@RGT85 #Nintendo #Sony #Microsoft

שוק הנדל״ן בישראל מתקרר בלי להתרסק, הבורסה המקומית נשענת על מוסדיים לטווח ארוך, והדור הצעיר מגלה שהכנסה פסיבית לא מייצרת קסמים. בפרק הזה נפרק את האשליות: למה הורדת ריבית לא תחזיר את הבום, למה הדולר לא יכול להמשיך לרדת בלי לשבור את הכלכלה, ואיך וול סטריט מגיבה באמת לפאוול — דרך NVIDIA וברודקום.נדבר על טסלה שמתנהגת לפי חוקים משלה, על מתכת הכסף שסיפקה רווחים למי שידע לצאת בזמן, על עסקת מופת ב-DXYZ, על המאבקים סביב צים, ועל קרוונה שממחישה איך פיננסים מתחפשים לסיפור רכב.פרק שמחדד את השורה התחתונה: זה לא שוק של חלומות — זה שוק של משמעת.

Wall St had a nasty fall overnight as Broadcom results drove an uptick in AI ROI concerns and hawkish Fed speak drove up bond yields. S&P 500 down 1.1%. Closing near the low on average volume. Dow down 370. Nasdaq down 1.7%. Its worst session since the Nvidia results drop on 20 November. All about Tech as Broadcom down 11.4% compounded the 10.8% Thursday night fall in Oracle. Copper fell 3% on the LME as profit taking crept in after a record breaking week. Supply disruptions, weak USD and strong demand took the metal within touching distance of the $12,000 mark. USD index flat overnight, down 0.6% for the week.Gold rose but silver fell after also hitting record highs in the previous session. Silver's appeal as both a store of wealth and having manufacturing applications has seen it rise 100% this year vs gold up 60%.SPI down 51 - TWE Trading halt.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. 1938

SHOW 12-12-2025 THE SHOW BEGINS IN DOUBTS ABOUT 2026.2 Las Vegas Venues, California Rail, and Disney's AI Investment: Colleague Jeff Bliss reports that Las Vegas's Allegiant Stadium is now a top-grossing venue while many resorts are dropping unpopular fees, discussing California's new rail line to Anaheim, mismanagement of the Pacific Palisades fire, and high gas prices, additionally covering Disney's investment in OpenAI and its new luxury community, Cotino. Nvidia's Jensen Huang and the AI Revolution: Colleague Brandon Weichert praises Nvidia's Jensen Huang as a pivotal geopolitical figure driving the AI revolution, comparing AI's growth to the railroad boom and predicting long-term economic benefits and massive opportunities for construction and energy sectors as the US builds infrastructure to support data centers. Business Resilience and AI Tools in Construction: Colleague Gene Marks reports on business resilience in Austin despite tariff concerns and describes a safety conference in Fargo where AI tools were a focus, explaining that AI and robotics like Boston Dynamics' Spot are supplementing rather than replacing workers in construction, helping address severe labor shortages. Health Reimbursement Arrangements and AI's Economic Potential: Colleague Gene Marks advocates for Health Reimbursement Arrangements, noting they allow small businesses to control costs while employees buy their own insurance tax-free, also discussing AI's potential to double economic growth and advising businesses to ignore doomsday predictions and embrace tools that enhance productivity and daily life. Lancaster County's Economic Divide and Holiday Retail: Colleague Jim McTague reports from Lancaster County, highlighting the economic divide between flush Baby Boomers and struggling younger generations, observing strong holiday retail activity exemplified by crowded venues like Shady Maple and a proliferation of Amazon delivery trucks, suggesting the economy remains afloat despite challenges. La Scala's Season Opening and Milan's Christmas Atmosphere: Colleague Lorenzo Fiori describes attending the season opening at La Scala, featuring a dramatic Russian opera that audiences connected to current geopolitical tensions, also noting the festive Christmas atmosphere in Milan and Prime Minister Meloni's continued, albeit non-military, support for Ukraine. SpaceX IPO Rumors and EU Space Regulations: Colleague Bob Zimmerman discusses rumors of a SpaceX IPO and new scientific strategies for using Starship for Mars exploration, reporting on the Pentagon's certification requirements for Blue Origin's New Glenn and critiquing proposed EU space laws that could impose bureaucratic hurdles on international private space companies. Mapping the Sun's Corona and Rethinking Ice Giants: Colleague Bob Zimmerman details scientific advances including mapping the sun's corona and rethinking Uranus and Neptune as having rocky interiors rather than just ice, mentioning discoveries regarding supernova composition, the lack of supermassive black holes in small galaxies, and new images of Mars' polar ice layers. "The Incident" of 1641 and Charles I's Failed Plot: Colleague Jonathan Healey narrates "The Incident" of 1641, a failed plot by Charles I to arrest Scottish Covenanter leaders, explaining that the conspiracy's exposure and Charles's subsequent denial destroyed his political standing in Scotland, forcing him to concede power to the Scottish Parliament and weakening his position before the English Civil War. The Prelude to the English Civil War: Colleague Jonathan Healey discusses the prelude to the English Civil War, detailing the power struggles between Charles I and the Commons and Lords, explaining the execution of the King's advisor Strafford, noting Charles's regret and the rising influence of reformists who feared royal tyranny and supported impeachment. The Junto and Puritan Influence in Parliament: Colleague Jonathan Healey describes the political geography of London, introducing the "Junto," a reformist party coordinating between Parliament's houses, analyzing the influence of Puritans and key opposition figures like John Pym and Mandeville who strategically challenged Charles I's authority regarding church reform and arbitrary taxation. The Grand Remonstrance and Popular Politics: Colleague Jonathan Healey explains the "Grand Remonstrance," a document used by the Junto to rally public support against the King, highlighting how rising literacy and the printing press fueled popular politics in London, while also discussing Queen Henrietta Maria's political acumen and Catholic faith amidst the growing conflict. Critiquing Isolationism and the Risks of Disengagement: Colleague Henry Sokolski critiques isolationist arguments, comparing current sentiments to pre-WWII attitudes, warning against relying solely on missile defense bubbles and discussing the distinct threats posed by Russia and China, emphasizing that US disengagement could lead to global instability and unchecked nuclear proliferation. Saudi Uranium Enrichment and Proliferation Risks: Colleague Henry Sokolski discusses the risks of allowing Saudi Arabia to enrich uranium, fearing it creates a bomb-making option, warning that making exceptions for Saudi Arabia could trigger a proliferation cascade among neighbors like Turkey and Egypt, undermining global non-proliferation efforts amidst rising tensions involving Russia and NATO. The Historical Context of Humphrey's Executor: Colleague Richard Epstein analyzes the historical context of Humphrey's Executor, explaining how the administrative state grew from the 1930s, detailing FDR's attempt to politicize independent commissions and the Supreme Court's justification, arguing that while constitutionally questionable, long-standing prescription has solidified these agencies' legal status over time. Presidential Power and Independent Agency Dismissals: Colleague Richard Epstein discusses current Supreme Court arguments regarding presidential power to fire independent board members, referencing actions by both Trump and Biden, critiquing the politicization of agencies like the FTC under Lina Khan and warning that unchecked executive authority to dismiss advisory boards undermines necessary checks and balances.

Ret. Lt. Gen. Mark Hertling joins Margaret Hoover to talk about President Trump's new National Security Strategy and how his second term foreign policy differs from his first.Having spent nearly four decades in the U.S. Army, Hertling provides insight into the Trump administration's strikes on alleged drug boats in the Caribbean and the ethical and legal questions they raise for the military.Hertling, who served as commanding general of the Army in Europe, responds to Trump's criticism of America's allies, his effort to revive the Monroe Doctrine, and his decision to allow Nvidia to sell advanced AI chips to China.Hertling also comments on ending the war in Ukraine and discusses his upcoming book, “If I Don't Return.”Support for Firing Line with Margaret Hoover is provided by Robert Granieri, Vanessa and Henry Cornell, The Fairweather Foundation, The Tepper Foundation, Peter and Mary Kalikow, Pritzker Military Foundation, Cliff and Laurel Asness, Katharine J. Rayner, Lindsay and George Billingsley, The Meadowlark Foundation, and Jared Stone.

The biggest IPO ever might be happening in 2026. That's right, SpaceX and Elon Musk are confirming rumors that the company plans to go public next year. The latest valuation in private markets was $800B, making SpaceX the world's most valuable private company. The IPO valuation is rumored to be $1.6T, but I still think that's way too low. This 180 pivot from never IPOing to listing ASAP has been inspired by AI datacenters. It appears as if Elon Musk has decided that this will be SpaceX's next big business. This is so exciting! Do you think SpaceX will IPO?This news hit home for me as just a month ago I was at Starcloud's HQ in Redmond, WA, and they were talking about how they were launching an NVIDIA datacenter into space. That quirky startup was onto something huge, now it looks like all the big tech companies are want to get in on the same trend ... datacenters in space. And guess who they'll have to pay to make it happen?? That's right, SpaceX.0:00 Emergency SpaceX Podcast0:23 SpaceX Plans To IPO in 20261:43 Why SpaceX will IPO, Datacenters In Space12:40 SpaceX IPO Terms, $1.6T Is Too Cheap18:38 Pros & Cons of SpaceX IPO21:54 SpaceX's Big Vision: MarsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice, and I'm an investor in SpaceX through secondary vehicles.

There are FOUR lights!But besides that, we have AMD news on Redstone, their B650 chipset and so much DDR pricing and related news that you'll platz.  Oh, Kohler has got a toilet cam security issue (seriously) and your One Time Password use is so very passé.  Microsoft also plans to finally make Windows 11 better for gaming in 2026 - Steam and Bazzite reportedly not worried.Thanks to Notion and their AI enfused Notion Agent for the sponsorship this week, help us out and check out their very cool offer at:notion.com/pcperTimestamps:00:00 Preroll00:04 Intro00:25 Patreon01:34 Food with Josh03:15 Weekly DDR5 price check04:44 Micron is making more than ever before on DRAM06:51 A DDR4 / DDR5 combo board!08:57 The DRAM problem - now vs. 201712:11 AMD Redstone is out16:45 AMD extending life of B65020:05 Heavy SSD writes due to AMD chipset driver?22:55 Steam client back-ported to Windows 7, 824:50 NVIDIA allowed to export H200 to China now26:25 Noctua beige and brown 3D printer filament28:24 Windows update removes Start Menu and Explorer31:36 Podcast sponsor - Notion32:50 (In)Security Corner45:18 Gaming Quick Hits52:37 Picks of the Week1:03:47 Outro ★ Support this podcast on Patreon ★

This Week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss Rivian's bold vertical integration bet as the EV maker announced plans to build their own chips and lidar sensors, effectively moving away from NVIDIA.Is the introduction of “Autonomy+”, a new software subscription priced to undercut competitors a risky distraction or a necessary move as the company works toward profitability? As Rivian looks inward, Wayve signed a major win, signing a definitive agreement to scale with Nissan in North America and Japan beginning in 2027.Then there is Uber. Who does Uber want to be when autonomy grows up, and who will their partners ultimately be and what those relationships will look like in the long term? Currently, Uber's autonomy narrative faces challenges, as the company appears to be playing defense while getting front-run by partners Waymo in the U.S. and Momenta in Abu Dhabi. Closing out the show, Grayson and Walt discuss the growing world of international autonomy on the weekly Foreign Autonomy Desk segment, covering updates from Bolt, Stellantis, and Caterpillar.Episode Chapters0:00 Rivian's Autonomy Ambitions 13:11 Licensing Autonomous Driving Stacks17:29 Wayve's Approach to Autonomy 21:07 Tesla's Safety Attendant Out in Austin Plans23:35 Waymo's Blitz Scaling 27:37 Waymo's Growing OOH Ad Business 32:32 Uber's Autonomy Narrative 37:57 Serve Robotics 2,000 Robot Delivery Milestone39:30 Tensor Auto / Zero Partnership 42:13 Aurora's Permian Basin Expansion 44:47 Foreign Autonomy Desk 52:16 Next Week Recorded on Friday, December 12, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

 Chris Markowski, the Watchdog on Wall Street, delves into the financial truths that are often obscured by mainstream narratives. He discusses the ethical implications of capitalism, the pitfalls of trading platforms like Robinhood, and the consequences of political decisions on financial justice. Markowski emphasizes the need for accountability in both the financial sector and government, while also critiquing the media's role in shaping public perception. The conversation touches on various topics, including Ponzi schemes, government spending, healthcare fraud, and the current state of the entertainment industry, culminating in a discussion about the implications of technology and regulation in the modern economy.

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.In this weekend deep dive, we break down Oracle's pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.Is Oracle building the future of AI, or becoming the poster child of the next bubble?

It's … Indicators of the Week! Our weekly look at some of the most fascinating economic numbers from the news. On today's episode: Nvidia chips OK'd for China, a sticky frozen Russian asset situation, and a lot of you seem to be stealing from self-checkout. Related episodes: The tower of NVIDIA How to get Russia to pay Ukraine Why the U.S. cut China off from advanced chipsFor 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 and Corey Bridges. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.  Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

It's Kara's birthday! She and Scott discuss Disney's $1 billion investment in OpenAI, the U.S. allowing Nvidia to sell chips to China, and President Trump's continued involvement in the Warner Bros. deal. Then, the U.S. wants to review foreign visitors' social media, Trump calls "affordability" a hoax, and Australia bans kids under 16 from social media. Plus, who do Kara and Scott think should have been Time's Person of the Year? Psssst! Stay tuned to the end of the episode for an easter egg. Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠. Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠. Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠ Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠. Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today on The Editors, Rich, Charlie, Michael, and Phil discuss Erika Kirk's response to Candace Owens, Republicans health-care and gerrymandering issues, and the controversy over Trump allowing Nvidia to sell advanced chips to China.Editors' Picks:Rich: James Rosen's piece “My Encounter with Paul McCartney”Charlie: Andrew Stuttaford's magazine piece “The New Temperance Movement”MBD: K-Lo's post “What the Hell Is Wrong with a Country That Makes a Widow Defend Herself for Living?”Phil: Caroline Downey's piece "Erika Kirk Takes On the Podcast Conspiracy-Mongers with Grace"Light Items:Rich: Diner pancakesCharlie: His son playing soccerMBD: PluribusPhil: Jets vs. JagsSponsors:University of AustinDonorsTrustWitherspoonVaerThis podcast was edited and produced by Sarah Colleen Schutte. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PREVIEW — Brandon Weichert — Jensen Huang and Nvidia's Geopolitical Influence. Weichert identifies Nvidia CEO Jensen Huang as potentially America's most consequential and strategically important technology tycoon, arguing he now surpasses Elon Musk in direct geopolitical influence and institutional power to shape American foreign policy and national security priorities. Weichert suggests that Huang's desire to expand semiconductor chip sales into Chinesemarkets is systematically influencing the Biden administration to soften its national security rhetoric and shift from hawkish threat characterization to dovish diplomatic accommodation regarding Beijing, potentially subordinating American strategic autonomy to Nvidia's commercial interests and market access imperatives. 1958

The Trump administration is allowing Nvidia to sell its advanced computer chips in China, a reversal of U.S. policy. The move is prompting concern that China could use the chips to close the gap or even win in the AI race. Also: today's stories, including why Venezuelan citizens are focused on daily survival after the U.S. seizure of an oil tanker off Venezuela's coast, why France is considering adopting a five-day school week, and a Q&A with “Knives Out” series writer and director Rian Johnson. Join the Monitor's Linda Feldmann for today's news.

A shift in mindset can help investors cope with market uncertainty.2025 was a case study in the futility of trying to predict the market. Wall Street had lofty expectations for stocks entering the year. Then the tariff shock in April rattled the markets and many firms lowered their annual stock forecasts in response. They later raised them—after stock prices rebounded. With the new year on the horizon, Morningstar's 2026 Global Outlook report is offering investors tactics to weather whatever the future may hold.Morningstar strategists and an analyst will discuss key challenges facing investors in 2026 in our series. Dan Kemp, the chief research and investment officer with Morningstar Investment Management Europe, is one of the major driving forces behind the report.We're going to dig into research analyzing the AI arms race and its worldwide buildout. A team of Morningstar researchers have investigated the spending and the risks. Morningstar Research Services' senior equity analyst Brian Colello was part of the effort. Brian also covers Nvidia. He discusses the AI king's outlook, competition, and stock.AI Arms Race: How Tech's Capital Surge Will Reshape the Investment Landscape in 2026 On this episode:00:36:00 Welcome00:01:48 We typically talk about your Markets Brief column, but today we're focusing on “Morningstar's 2026 Global Investment Outlook.” The theme is “preparing for what comes next.” What will investors looking for ways to cope with uncertainty find in this in-depth report? 00:02:35 What makes Morningstar's outlook different from other companies? 00:03:21You've written about how a few ideas from the global investment report resonated with you. What are they, and why? 00:05:01 As we wrap up our conversation, what's a lesson from 2025 that you want investors to take into 2026?00:07:13 Big Tech companies are spending hundreds of billions of dollars on the global construction boom. Where'sthe money going, and how does this spending compare to other sectors like energy? 00:08:20 This massive buildout comes with execution and cost risks. What's at stake if hyperscalers underestimate these challenges? 00:09:54 How is AI affecting sector valuations? How does it compare to the tech bubble in the late 1990s? 00:12:18 Morningstar believes many investors are already heavily exposed to AI due to Big Tech's size in broad stock indexes. How can folks counteract that? 00:14:31Let's pivot to the AI industry leader, Nvidia. The chipmaker's stock took a big hit when DeepSeek arrived in January. Nvidia became the world's first $5 trillion company in October. What are your thoughts about the year Nvidia is having? 00:17:20 Rival chipmaker Moore Threads recently made its market debut in China. What would it mean for Nvidia if China comes out with more advanced chips? 00:20:12 Interest is growing in Alphabet's AI chips. Can Nvidia fend off competition from one of its customers?00:23:30 What is your outlook for Nvidia and other chipmaker stocks? And which do you think is undervalued? 00:26:18What's the takeaway for investors regarding Nvidia and the AI arms race?  Watch more from Morningstar:Here's What Your Retirement Spending Rate Should Be in 2026How ETFs Help You Cut Your Tax BillTax-Loss Harvesting Isn't Just for Downturns. Here's Why Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew and Tom give an update on the market and discuss several earnings reports.Song: That Was A Crazy Game of Poker - O.A.R.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

This week, we discuss how Netflix is disrupting media, IBM's Confluent acquisition, and Anthropic buying Bun. Plus, an important discussion on fonts and typography. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) 550 (https://www.youtube.com/live/nNpiI00HPDg?si=s_G3zr_Z8yPvGNbB) Runner-up Titles Blame the children I never liked that font No emojis, this is business time Mahalo You need a Chief Economist On the cutlery tray Rundown Rubio Deletes Calibri as the State Department's Official Typeface (https://www.nytimes.com/2025/12/09/us/politics/rubio-state-department-font.html?smid=nytcore-ios-share) Cartridge (https://www.fontspring.com/fonts/simplebits/cartridge) Source Code Pro (https://adobe-fonts.github.io/source-code-pro/) It's Official: Netflix to Acquire Warner Bros. in Deal Valued at $82.7 Billion (https://www.hollywoodreporter.com/business/business-news/netflix-warner-bros-deal-hollywood-1236443081/) Confluent stock soars 29% as IBM announces $11 billion acquisition deal (https://www.cnbc.com/2025/12/08/ibm-confluent-deal-data.html) Bun is joining Anthropic (https://bun.com/blog/bun-joins-anthropic?utm_source=changelog-news) Claude Code is coming to Slack, and that's a bigger deal than it sounds (https://techcrunch.com/2025/12/08/claude-code-is-coming-to-slack-and-thats-a-bigger-deal-than-it-sounds/) OpenAI enterprise usage study (https://cote.io/2025/12/10/highlights-from-that-openai-the.html). Relevant to your Interests Antigravity Is Google's New Agentic Development Platform (https://thenewstack.io/antigravity-is-googles-new-agentic-development-platform/) Amazon CTO Werner Vogels' Predictions for 2026 (https://thenewstack.io/amazon-cto-werner-vogels-predictions-for-2026/) ‘End-to-end encrypted' smart toilet camera is not actually end-to-end encrypted (https://techcrunch.com/2025/12/03/end-to-end-encrypted-smart-toilet-camera-is-not-actually-end-to-end-encrypted/) AWS AI IDE, AgentCore throw down gauntlets for Microsoft (https://www.techtarget.com/searchsoftwarequality/news/366635669/AWS-AI-IDE-AgentCore-throw-down-gauntlets-for-Microsoft) Admins and defenders gird themselves against maximum-severity server vuln (https://arstechnica.com/security/2025/12/admins-and-defenders-gird-themselves-against-maximum-severity-server-vulnerability/) Andy Jassy says Amazon's Nvidia competitor chip is already a multibillion-dollar business (https://techcrunch.com/2025/12/03/andy-jassy-says-amazons-nvidia-competitor-chip-is-already-a-multi-billion-dollar-business/) 52 things I learned in 2025 (https://medium.com/@tomwhitwell/52-things-i-learned-in-2025-edeca7e3fdd8) State of AI | OpenRouter (https://openrouter.ai/state-of-ai) Microsoft has a problem: nobody wants its poor AI products (https://www.windowscentral.com/artificial-intelligence/microsoft-has-a-problem-nobody-wants-to-buy-or-use-its-shoddy-ai) DHH & Open Source (https://ma.tt/2025/12/dhh-open-source/) Gruber: Apple employees 'giddy' about Alan Dye's departure - 9to5Mac (https://9to5mac.com/2025/12/04/gruber-apple-employees-giddy-about-alan-dyes-departure/) Apple announces (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) the (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) departure of general counsel and policy chief (https://www.cnbc.com/2025/12/04/apple-announces-departure-lisa-jackson-kate-adams.html) Nonsense All of the Men's Clothing We Loved (and Didn't) From Costco's Kirkland Signature (https://www.nytimes.com/wirecutter/reviews/costco-kirkland-signature-menswear/) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking and doing live SDI (https://www.softwaredefinedinterviews.com) with John Willis. DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Short Power Extension Cord Outlet Saver (https://www.amazon.com/dp/B07H9MCTGL?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1) Matt: Everything is Tuberculosis (https://en.wikipedia.org/wiki/Everything_Is_Tuberculosis) Octopus Project - Music is Happiness (https://www.youtube.com/watch?v=W6y5hisXx7s) Coté: The Octopus Organization (https://www.theoctopusorganization.com). Photo Credits Header (https://unsplash.com/photos/white-and-black-dice-on-black-surface-IrQrT37qDQE)

This week's a big one: the squad kicks it off with Starlink on planes, Zoox vs. Waymo, and YouTube's skinny bundle before taking the big swing — data centers in space as the emerging SpaceX-IPO narrative. Sam and Dave break down the real entrepreneurship skill: tell the huge story, earn the trust multiple, and consistently deliver “20 cents on the dollar” to keep the flywheel of cash spinning (re: Elon Musk and Sam Altman but thread lightly, you don't want to end up like Elizabeth Holmes or Sam Bankman-Fried). Jess celebrates a win with The Information after getting CNBC to correct their reporting. Then they touch on how the backlash against AI is growing as the 101 billboards fill up with more AI company ads. From Sorkin's 1929 zeitgeist to smuggling Nvidia chips into China to “IPO everything and pray the American economy survives,” it's never a dull episode with Brit, Dave, Jess, and Sam. Stay tuned for next week's 2026 predictions… and drop yours in the comments.Chapters:05:50 Netflix vs Paramount - Who's going to win the deal and is this an Inverse AOL-Time Warner?16:56 Golden Globes nominees and Disney+'s Taylor Swift docuseries17:49 Bundling unbundling YouTube's skinny bundle and sports21:29 Starlink on planes = fewer redeyes24:55 Zoox vs Waymo28:15 Space GPUs and the data centers in space33:57 The modern entrepreneurship skill: narrative flywheel41:38 Jess's and The Information's win correcting CNBC's refuted chip story46:04 AI narrative in China vs US47:16 AI backlash: energy prices, water restraints, and kid's mental health52:06 The 101 Billboard Bubble Index57:17 Will the SpaceX, OpenAI, Anduril, or Anthropic IPOs save the economy?58:30 Sorkin's book predicted the AI bubble?We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/RiKVJD_3ziMConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

On this episode of America at Night with McGraw Milhaven, the show dives into major developments across media, politics, technology, and travel. Colby Hall, Mediaite Founding Editor, breaks down Paramount's offer to buy Warner Bros. and what the potential merger could mean for the entertainment industry. Rina Shah, Senior Advisor at Our Republican Legacy, joins the show to discuss the high-stakes Indiana redistricting vote and how the new political map could reshape future elections. Tony Shaffer, President of Project Sentinel, analyzes U.S.–China tensions surrounding Nvidia chip restrictions and examines America's strategic goals in Venezuela.And for the weekly travel segment, Bill Clevlen, founder of billontheroad.com, highlights new destinations and trends for travelers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former DoD Europe chief Jim Townsend of the Center for a New American Security, and Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss passage of the House's version of the $900 billion National Defense Authorization Act that includes $8 billion more than the administration requested as the Senate decides against extending Obamacare subsidies raising the prospect of another government shutdown in January after the current continuing resolution that ended the last record shutdown expires; Ukraine's partnership with European allies to blunt US demands that Kyiv meet Moscow's demands by handling over the whole Donbas to Russia as President Trump steps up his attacks on Europe as “weak” and “decaying” in the wake of his National Security Strategy that made clear Washington sees European allies as a bigger threat than Russia; Germany's drive to become Europe's largest army and France's army chief says the nation must prepare itself to sacrifice its children to defend itself as NATO Secretary General Mark Rutte warned that Europe is Russia's next target within five years and nations should prepare for war on a scale not seen since World War II as Britain's attack subs suffer from low availability; China and Russia work together in air and naval maneuvers aimed at pressuring Japan and the United States as Washington approves the export of NVIDIA's H200 chips to China; the Lowy Institute's latest Power Index that finds China, North Korea and Russia have risen in the ranks as America has declined; and the 40th Australia-US Ministerial that says “full speed ahead” on the AUKUS partnership.

In this rapid response episode, Lawfare senior editors Alan Rozenshtein and Kevin Frazier and Lawfare Tarbell fellow Jakub Kraus discuss President Trump's new executive order on federal preemption of state AI laws, the politics of AI regulation and the split between Silicon Valley Republicans and MAGA populists, and the administration's decision to allow Nvidia to export H200 chips to China. Mentioned in this episode:Executive Order: Ensuring a National Policy Framework for Artificial IntelligenceCharlie Bullock, "Legal Issues Raised by the Proposed Executive Order on AI Preemption," Institute for Law & AI Hosted on Acast. See acast.com/privacy for more information.

En el episodio de hoy de VG Daily, Juan Manuel de los Reyes y Andre Dos Santos analizan dos reportes que toman el pulso real a la economía, la solidez del consumidor en Costco y la demanda imparable de infraestructura de IA en Broadcom. Ambas compañías superaron expectativas, demostrando que el mercado actual premia, sobre todo, la eficiencia y el valor estratégico.Desglosamos los números de Costco, que con ingresos de 67.3 mil millones de dólares y un salto en ventas digitales confirma que el consumidor sigue gastando, pero de forma mucho más selectiva. Por otro lado, revisamos a Broadcom, que duplicó sus ventas de chips de IA impulsada por gigantes. Explicamos también la diferencia clave de su modelo de "chips a la medida" frente a Nvidia y por qué esto es vital para la industria.El análisis concluye conectando ambos mundos: mientras los hogares optimizan su presupuesto buscando valor, las corporaciones aceleran su inversión en hardware para asegurar su futuro tecnológico. Un episodio esencial para entender cómo conviven la prudencia en el consumo con la euforia en la inversión de cara al 2026.

Cette semaine : Warhammer 40,000 : Rogue Trader sur Switch 2, annonces Capcom : Monster Hunter Stories 3: Twisted Reflection + MHWilds, Euria, l'IA “green” d'Infomaniak, Pocket Codex, Angelo Valenti Bayraktar - Hildegard, Philips et AOC annoncent des moniteurs… 1000 Hz, Nvidia va vendre son H200 en Chine… et payer les US, AMD FSR Redstone, et Ayaneo Pocket Play. Lisez plutôt Torréfaction #355 : WH40K: Rogue Trader sur Switch 2, MH Stories 3, MHWilds, Euria et Ayaneo Pocket Play avec sa vraie mise en page sur Geekzone. Pensez à vos rétines.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über Optimismus bei Broadcom, Pessimismus bei Carl Zeiss Meditec und einen Rekordumsatz von Adobe. Außerdem geht es um Nvidia, AMD, Micron Technology, Lululemon, Munich Re, Daimler Truck, Traton, E.on, Microsoft und Globalstar. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über 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

Minimaal 150 miljard moet het kabinet de komende jaren gaan investeren. Anders wordt het niks met de economische groei. Dat is een van de adviezen die oud-ASML baas Peter Wennink doet. Geld dat niet alleen economie, maar ook de beurs een slinger kan geven.Wij van BNR Beurs gingen voor je op onderzoek: welke aandelen hebben er baat bij dat het rapport van de polder-Draghi niet in een diepe la beland en wordt uitgevoerd?Ook gaan we even terug in de tijd. Naar de financiële crisis van 2008 om precies te zijn. Een periode waarvan jij (als je toen belegde) misschien nog wel eens gillend wakker wordt. Om de rust te bewaren stelde de Amerikaanse regering de nodige regels op. Regels die de Trump-regering nu wil versoepelen. Verder blikken we nog even terug op de discodip van het aandeel Magnum en kijken we naar de raketjes van Musk. Moet je daar wel in beleggen? Te gast: Erik Mauritz, van Trade Republic.See omnystudio.com/listener for privacy information.

Nvidia Chip Sales to China Raise National Security Concerns: Colleague Brandon Weichert reports on the Trump administration approving Nvidia H200 chip sales to China while taking a 25% cut, warning this transactional approach compromises national security by aiding China's military AI, signaling a shift from hawkish policies to favoring business interests like soybeans. 1850

Nvidia Chip Sales to China Raise National Security Concerns: Colleague Brandon Weichert reports on the Trump administration approving Nvidia H200 chip sales to China while taking a 25% cut, warning this transactional approach compromises national security by aiding China's military AI, signaling a shift from hawkish policies to favoring business interests like soybeans. 1837

Nvidia Chip Sales to China Raise National Security Concerns: Colleague Brandon Weichert reports on the Trump administration approving Nvidia H200 chip sales to China while taking a 25% cut, warning this transactional approach compromises national security by aiding China's military AI, signaling a shift from hawkish policies to favoring business interests like soybeans. 1773

Donate (no account necessary) | Subscribe (account required) President Trump's new National Security Strategy drives major changes at home and abroad. Immigration enforcement has reshaped the country, with border encounters at 60-year lows, over two million deportations in eleven months, and millions of visa and asylum cases frozen. Democrats fight the White House in court as Trump calls for expanding denaturalization efforts, including cases like Rep. Ilhan Omar. Federal downsizing accelerates, DEI programs face funding cuts, and the Pentagon prepares to process critical minerals on US military bases. Abroad, the Administration escalates pressure on Venezuela with the dramatic seizure of a sanctioned oil tanker, pushes Mexico to deliver overdue treaty water or face tariffs, and backs a conservative candidate in Honduras as elections tighten. Nicaragua faces new penalties for helping funnel migrants to the US border. In Asia, China falls short on soybean purchases, Ford receives rare earth magnet approvals, and Trump allows Nvidia to sell certain chips to China to maintain leverage. Fighting erupts again between Thailand and Cambodia despite recent US-brokered peace. In Europe, Trump urges Ukraine to negotiate land concessions and rebukes European leaders for failing to deliver meaningful support. And in Africa, the US prepares a billion-dollar investment in Congo's rail network to secure minerals, even as conflict reignites in the region.   "And you shall know the truth, and the truth shall make you free." - John 8:32     Keywords: Trump National Security Strategy, immigration enforcement, deportations, denaturalization, Ilhan Omar, border policy, federal downsizing, DEI programs, Perpetua Resources, Venezuela oil tanker, Mexico water treaty, Honduras election, Nicaragua sanctions, China soybean purchases, Nvidia H200 chips, Ford rare earths, Thailand Cambodia conflict, Ukraine peace deal, Congo rail investment

Starcloud has successfully trained and run the first large AI model in space. DARPA has awarded BAE a Phase 2 contract to advance autonomous space-based surveillance. Firefly Aerospace will host Volta Space Technologies' wireless power receiver on Firefly's Blue Ghost Mission 2 lander on the far side of the Moon, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Jerome Hittle, CEO & Founder at AmplifiedSpace. You can connect with Jerome on LinkedIn, and learn more about AmplifiedSpace on their website. Selected Reading ‘Greetings, earthlings': Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up BAE Systems to advance autonomous space-based surveillance technology for DARPA Firefly Aerospace Adds Volta's Wireless Power Receiver to Blue Ghost Mission on Far Side of the Moon HawkEye 360 and International Partner Establish Multi-Year Data Access Agreement ESA - Space-enabled air traffic control takes flight globally Momentus Selected for U.S. Space Force SHIELD Contract Vehicle Bezos and Musk Race to Bring Data Centers to Space NASA Teams Work MAVEN Spacecraft Signal Loss Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  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 space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus 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

Badlands Media brings full, uninterrupted coverage of the December 11 White House Press Briefing, where Press Secretary Caroline Sunshine delivers a wide-ranging update on the Trump administration's economic, border, and national-security agenda. Sunshine opens by touting sharp declines in inflation, rising real wages, and major drops in gas prices, arguing that President Trump has reversed the “affordability crisis” created under Biden. She highlights record-low border encounters, including seven straight months of zero releases, and frames the administration's policies as the most successful security turnaround in modern history. Reporters press her on the Venezuelan oil-tanker seizure, Operation Southern Spear, Trump's comments on childcare affordability, expiring Obamacare subsidies, Fed chair candidates, Nvidia chip exports to China, and escalating foreign-policy tensions in Asia, Gaza, and Colombia. Sunshine repeatedly contrasts Trump's results with Democratic policies, pushes back on legacy-media narratives, and stresses ongoing efforts on healthcare, drug prices, trade, and sanctions enforcement. A tense, fast-moving briefing that showcases the administration's messaging, media battles, and the geopolitical pressures shaping Trump's second term.

On today's episode, cohosts Yasmin Gagne and Josh Christensen discuss the latest news in business and innovation, including the Warner Bros. Discovery deals, Nvidia's permission to sell AI chips to China, and Trump's attempt to bail out farmers. (00:44) Next, Yaz and Josh speak with writer, filmmaker and Fast Company contributor John Pavlus about AI hallucinations and how Amazon is trying to minimize them. (03:04) And finally, Yaz talks to Matt Baer, CEO of the subscription styling service Stitch Fix, about his turnaround plan to increase revenue and active client growth, and how Stitch Fix partners its stylists with in-house AI tools for a better personalized styling experience. (30:17)   For more of the latest business and innovation news, go to fastcompany.com/newsTo read John's reporting about Amazon's usage of AI that minimizes hallucinations, go to fastcompany.com/91446331/amazon-byron-cook-ai-artificial-intelligence-automated-reasoning-neurosymbolic-hallucination-logic

In this fascinating interview with Kris, also known as From Growth to Value, we talk in-depth about growth investing and his investing style, as well as several of his investments. You can read his thoughts on various stocks at Potential Multibaggers. ~*~ --> *CLICK THIS LINK TO GET OUR NEW NEWSLETTER --> Sign Up Here Our first post will be breaking down Duolingo stock. Make sure you are signed up to get it!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — New Finance Newsletter (1:24) — Kris's Investment Style (4:32) — Portfolio Construction  (13:46) — Case Study: Duolingo (31:18) — Investing Growth Assumptions (46:29)  — DCFs, Valuation, and Growth Investing  (1:01:13) — Tesla, Nvidia (1:15:22) — Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Tommy and Ben explain how President Trump forfeited our advantage in the artificial intelligence race by allowing Nvidia to sell advanced AI chips to China, break down the new White House National Security Strategy document and debate whether it matters, and explain how fighting between Thailand and Cambodia and between the DRC and Rwanda has exposed Trump's “peacemaker” image as a sham. They also talk about the lack of progress on a peace deal between Russia and Ukraine, the bizarre story of a fake coup in Guinea Bissau, an attempted coup in Benin, troubling reports from Yemen's civil war, and former British Prime Minister Liz Truss's hilariously bad podcast debut. Then Tommy speaks to Anika Wells, Australia's Minister for Communications and Sport, about the country's social media ban for kids under 16.For a closed-captioned version of this episode, click here. For a transcript of this episode, please email transcripts@crooked.com and include the name of the podcast. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In an ABC News exclusive interview, the mother of a pregnant woman declared brain dead and kept on life support in Georgia speaks out. President Trump explains some of his reasoning behind the Venezuela strikes. And the debate over whether China should purchase NVIDIA chips from the U.S. continues. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trump gives himself an "A plus plus plus plus" on the economy, but voters have a different point of view – The White House gives Nvidia the green light to sell more powerful AI chips to China, rolling back years of policy – & Australia becomes the first in the world to ban social media for kids under 16 including platforms like Tik-Tok, Youtube, and Instagram. Jeff Mason, James Pindell, Reed Galen, Danny Moses, Ron Insana, Lucas Shaw, and Roger McNamee join The 11th Hour this Thursday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Patch Tuesday. Federal prosecutors charge a Houston man with smuggling Nvidia chips to China, a Ukrainian woman for targeting critical infrastructure, and an Atlanta activist for wiping his phone. The power sector sees cyber threats doubling. The new Spiderman phishing kit slings its way across the dark web. Our guest is Dick O'Brien, Principal Intelligence Analyst from Symantec and Carbon Black Threat Hunter Team, discussing “Unwanted Gifts: Major Campaign Lures Targets with Fake Party Invites.” The Pentagon unveils a killer chatbot.  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 Guest Dick O'Brien, Principal Intelligence Analyst from Symantec and Carbon Black Threat Hunter Team, is discussing “Unwanted Gifts: Major Campaign Lures Targets with Fake Party Invites." Selected Reading Microsoft Patches 57 Vulnerabilities, Three Zero-Days (SecurityWeek) Google Patches Gemini Enterprise Vulnerability Exposing Corporate Data (SecurityWeek) Adobe Patches Nearly 140 Vulnerabilities (SecurityWeek) ICS Patch Tuesday: Vulnerabilities Fixed by Siemens, Rockwell, Schneider (SecurityWeek) Fortinet Patches Critical Authentication Bypass Vulnerabilities (SecurityWeek) Smuggling Ring Charged as Trump Okays Nvidia Sales to China (Gov Infosecurity) Cybersecurity in power: supply chain most vulnerable, varying confidence in resilience (Power Technology) Spiderman Phishing Kit Targets European Banks with Real-Time Credential Theft (Hackread) Hospice Firm, Eye Care Practice Notifying 520,000 of Hacks (Bank Infosecurity) Ukrainian hacker charged with helping Russian hacktivist groups (Bleeping Computer) Man Charged for Wiping Phone Before CBP Could Search It (404 Media) Pete Hegseth Says the Pentagon's New Chatbot Will Make America 'More Lethal' (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. 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

Taylor Riggs, Co-anchor "The Big Money Show" on Fox Business Channel,  joined us on the Guy Benson Show today to discuss the Federal Reserve's quarter-point rate cut today. Riggs explains exactly what that means for you, your wallet, and your financial future.  The pair also discussed Trump's messaging on the affordability crisis and the debate surrounding Trump's approval of NVIDIA's chip sale to China, and you can listen to the full interview below! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The US chipmaker, Nvidia has been authorised to sell advanced AI chips to China - in a major reversal of Washington's national security policy. The Democratic Senator, Elizabeth Warren, said the decision risked turbocharging China's bid for technological and military dominance. Donald Trump has also announced a $12bn rescue package for US farmers hit by his tariffs. Also: scientists say a revolutionary treatment for blood cancers is delivering impressive results; Sudan's paramilitary Rapid Support Forces say they've taken control of the country's largest oil field; a takeover battle is underway for Warner Brothers - as Paramount outbids Netflix; the wreck of an ancient ornate pleasure boat is discovered off the coast of Egypt; and the headset that made it possible for a man with almost no sight to watch a live football match. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight.

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureThe [CB][DS] are trying to convince the world high electricity costs are coming from AI and Crypto mining, it is not, its coming from the green new scam. Gas prices are coming way down. The new system Trump is building is getting stronger and stronger. The [CB] will fight back against Trump’s tariff system. The [DS] is pushing back, they want war and they do not want the peace deal. Corruption is being exposed in Ukraine which is putting a lot of pressure on Zelensky, the EU is now funding Ukraine. Soon he will be pushed out or he will sign the peace deal. Trump says its time for election in Ukraine. The [DS] criminal syndicate that they setup in DC under threat by the SC. They will rule that Trump as the right to remove the agencies and people, they are not independent of the Executive Branch, game over. Economy https://twitter.com/MarioNawfal/status/1997946755116359938?s=20 thanks to bad energy policy, not data centers. He slammed subsidies for unreliable sources like offshore wind, saying some projects cost $11B for 1GW of intermittent power, versus $1–2B for 24/7 reliable supply. Burgum laid into what he called “climate extremists,” accusing them of prioritizing flashy green experiments over building energy systems that actually work. The result is sky-high bills for electricity that cuts out when the weather does, while lawmakers pat themselves on the back for feel-good “net zero” policies that don't add up. Burgum: “A lot of the higher prices that you’re seeing are not related to the AI data centers. The policy choices of the last 5 years, driven by sometimes climate extremists, were the ones that are driving up the prices you’re seeing.” (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");   That is why I have authorized documentation to impose a 5% Tariff on Mexico if this water isn't released, IMMEDIATELY. The longer Mexico takes to release the water, the more our Farmers are hurt. Mexico has an obligation to FIX THIS NOW. Thank you for your attention to this matter! Gas Prices Drop To Lowest Level In Nearly 5 Years Across US Gasoline prices have dropped to their lowest levels in nearly five years and stand at around $2.90 per gallon on average as of Monday, according to data from GasBuddy, a company that tracks gas prices. “The national average has just slipped below $2.90 per gallon for the first time since May 2, 2021,” GasBuddy analyst Patrick De Haan wrote in a Sunday post on X.   Source: zerohedge.com https://twitter.com/RapidResponse47/status/1998037849539846303?s=20 ADP Weekly Employment Report Signals Rebound In Labor Market  the US labor market turned up for the four weeks ending Nov. 22, 2025, private employers added an average of 4,750 jobs a week., according to ADP’s new weekly employment data This week's positive number hints at an upswing in the labor market after four straight weeks of negative pulse estimates, after four straight weeks of losing jobs. This follows the almost unprecedented decline in initial jobless claims last week (which some have argued was impacted by Thanksgiving Week irregularities). Source: zerohedge.com https://twitter.com/profstonge/status/1998369537851346975?s=20   “degraded” products that nobody wanted, a terrible idea that slowed Innovation, and hurt the American Worker. That Era is OVER! We will protect National Security, create American Jobs, and keep America's lead in AI. NVIDIA's U.S. Customers are already moving forward with their incredible, highly advanced Blackwell chips, and soon, Rubin, neither of which are part of this deal. My Administration will always put America FIRST. The Department of Commerce is finalizing the details, and the same approach will apply to AMD, Intel, and other GREAT American Companies. MAKE AMERICA GREAT AGAIN!  Political/Rights https://twitter.com/DHSgov/status/1998069235734520159?s=20  putting American lives at risk. There are another 4,015 aliens in the custody of an Illinois jurisdiction that ICE is seeking to arrest. Criminal illegal aliens should not be released back onto our streets to terrorize more innocent Americans. https://twitter.com/EricLDaugh/status/1998407499884511706?s=20 https://twitter.com/FBIDirectorKash/status/1998416601050161442?s=20 https://twitter.com/FBIDDBongino/status/1998135848546746381?s=20  daily to dismantle the network and all those criminal actors associated with it. https://twitter.com/EricLDaugh/status/1998400657217257829?s=20 DOGE https://twitter.com/EricLDaugh/status/1998127452195852468?s=20   don’t see how they can do that!” “I’ll speak about it later. I’ll get a FULL report on it.” “Europe has to be VERY careful…Europe is going in some BAD directions.” @ElonMusk will win this! Geopolitical https://twitter.com/PM_ViktorOrban/status/1998044051203928212?s=20  Hungary will not implement the measures of the Migration Pact. The rebellion begins! War/Peace https://twitter.com/Rasmussen_Poll/status/1998163342465306883?s=20 https://twitter.com/MarioNawfal/status/1998082649425125715?s=20  amid uncertainty about future U.S. involvement. Zelensky met with Macron, Merz, and Starmer to align Europe's position on Ukraine peace talks. The message? If the U.S. steps back, Europe is ready to step up. Macron spoke of “convergence” between Europe, Ukraine, and the U.S., code for: we're not waiting for Trump. Starmer promised “a just and lasting settlement.” Merz framed Ukraine's future as “the destiny of Europe.” This isn't just about Ukraine anymore, it's about Europe's ability to act without Washington.aa the subtext is clear: Europe knows Trump may walk away, and they're preparing for it. Ukraine is only part of the equation, the real test is whether Europe can act without Washington. For the first time since 2022, the center of gravity on Ukraine is shifting eastward, to Paris, Berlin, and London. If Trump wins, the burden of leadership falls on Europe. Today may have been the first test of whether it’s ready https://twitter.com/BRICSinfo/status/1998299398456131611?s=20 What’s The Likelihood Of A NATO-Russian Non-Aggression Pact? Putin recently proposed providing Europe, the majority of whose countries are part of NATO, with formal guarantees that it won't attack. In connection with this, he also assessed that those who fearmonger about Russia are serving the interests of the military-industrial complex and/or trying to bolster their domestic image, which exposed their ulterior motives. In any case, his proposal could hypothetically lead to a NATO-Russian Non-Aggression Pact (NRNAP), but only if the political will exists on both sides Source: zerohedge.com  https://twitter.com/TheOtherSideRu/status/1998356606119981155?s=20   it's not a democracy anymore” https://twitter.com/visegrad24/status/1998356214384611652?s=20   hold an election, but I would think the Ukrainian people should have that choice. And maybe Zelensky would win. But they haven't had an election in a long time. They talk about a democracy, but it gets to a point where it's not a democracy anymore,” Donald Trump said. As of December 2025, Ukrainian President Volodymyr Zelenskyy’s approval (or trust) rating in Ukraine has reportedly plummeted due to a major corruption scandal involving leaked “Mindich tapes” tied to his inner circle and energy sector graft. Multiple sources, including Ukrainian media and lawmakers, indicate the rating has dropped by about 40 percentage points in a single week, now sitting at or below 20-25%. Medical/False Flags [DS] Agenda https://twitter.com/libsoftiktok/status/1998187351026348280?s=20 WATCH: Crockett Launches Senate Campaign By Posting Bizarre Compilation of Trump Repeatedly Calling Her ‘Low IQ' FBI Agents Sue Kash Patel After Being Fired Over BLM Support — Claim Kneeling ‘Saved American Lives'   The FBI agents who kneeled during the George Floyd BLM riots were fired on Friday by the FBI. A group of former FBI agents has filed a lawsuit against Director Kash Patel and the federal government after being fired for supporting the Black Lives Matter movement. The dozen agents complained that almost immediately upon becoming director of the bureau, Patel began working to terminate all agents who had kneeled in support of the movement. The lawsuit also claims the agents would not have been fired had they had the same perceived political affiliations as those involved in the January 6th protests. Source: thegatewaypundit.com The FBI, as a U.S. federal law enforcement agency under the Department of Justice (DOJ), is required to maintain political neutrality and impartiality in its operations and public actions. It does not take official political stands or engage in activism, as its mission focuses on enforcing federal laws without partisan bias. Individual FBI employees (including agents) are subject to strict restrictions under the Hatch Act, which prohibits most forms of partisan political activity to ensure a neutral federal workforce. FBI personnel are classified as “further restricted” employees, meaning they face additional limitations compared to most other federal workers. Key Prohibitions for FBI EmployeesThese apply at all times (on or off duty) unless otherwise noted, with the goal of preventing any appearance of political influence or coercion: Taking a partisan political stand: They may not endorse or oppose candidates for partisan office or political parties in advertisements, broadcasts, campaign literature, speeches at partisan events, or similar materials if done in coordination with a candidate, party, or partisan group.     Pushing partisan activism: Active participation in partisan political management or campaigns is banned, including organizing rallies/caucuses, promoting/selling tickets to fundraising events, addressing partisan gatherings in support of/opposition to candidates, or driving voters to polls in coordination with partisan entities. They cannot use their official authority to interfere with elections or solicit/discourage political activity from individuals with business before the DOJ/FBI. Permitted Activities for FBI EmployeesWhile heavily restricted, some non-active or non-partisan actions are allowed, primarily off-duty: . https://twitter.com/amuse/status/1998131089542713808?s=20   million in fees from Fani Willis's office after she was disqualified for an improper relationship with a special prosecutor. The Georgia Supreme Court removed her permanently in September, opening the door for all 19 defendants to file similar reimbursement claims. The total cost could dwarf Trump's alone and stands as a humiliating rebuke of Willis's partisan prosecution. The blowback is now financial as well as legal. https://twitter.com/MarioNawfal/status/1998354564790284308?s=20 notice. 18 of them are still actively covered. September 2025. Monthly payout: over $10,000. GAO’s just…monitoring them. Because apparently nobody at HHS has. No SSN? Fine. No proof of citizenship? Whatever. No income documentation? Come on in. GAO literally wrote in their report: “[We] did not provide documentation yet received coverage.” They’re not even hiding it – they got benefits with nothing. The system just said yes. Now check the real-world damage. In 2023, 29,000 Social Security numbers somehow got used for multiple full-year coverage plans. By 2024? That jumped to 68,000. Someone’s running the same number through the machine twice, three times, however many times it takes, and the alarms aren’t going off. Then there’s the $94 million that went to dead people in 2023. Not “accounts tied to people who died recently and the paperwork hasn’t caught up” – straight up deceased recipients. Death certificates filed, funerals held, checks still clearing. But here’s the really wild part: GAO tried to track $21 billion in subsidies from 2023 back to actual Social Security numbers. Couldn’t do it. 21 billion dollars just floating out there with no clear connection to who’s supposed to be getting it. The system allows multiple enrollments per SSN “to help ensure actual SSN-holder can enroll in cases of identity theft or data entry errors.” In other words: we built in workarounds so generous that fraud looks identical to legitimate use. Now Congress is fighting over whether to extend these enhanced COVID subsidies past December 31. Cost to keep them? $30 billion annually. 24 million people enrolled, over 90% getting subsidies. Without extension, premiums spike overnight and 22 million people might lose coverage. Republicans looking at GAO’s findings saying: this is exactly why we shouldn’t pour another $30B into a system that can’t tell fake accounts from real ones. Democrats saying: you’re going to kick 22 million people off insurance because less than 1% is fraud? Both sides kinda have a point. Yeah, the fraud’s under 1% of total enrollees. But when you’re burning $30B yearly and literally cannot verify where $21B went, “less than 1%” stops sounding so minor. Senate vote coming this week. Expected to fail. Which means scramble for short-term extension, fight continues into 2026 budget battles, and absolutely nothing changes about fraud controls. Because here’s what nobody wants to say out loud: the system isn’t designed to catch fraud. It’s designed to maximize enrollment. When your mandate is “get people covered,” asking too many questions becomes the enemy. Verification slows things down. Documentation creates barriers. Better to let a few fake accounts slip through than risk denying real people who need coverage. So GAO’s 18 fictional enrollees will keep collecting their $10K monthly until someone at HHS manually shuts them down. Which requires someone at HHS to actually read GAO reports. Which requires someone at HHS to care more about fraud than enrollment numbers. Don’t hold your breath. By next year, GAO will run the same test. Find the same results. Write the same warnings. And Congress will have the same fight about whether feeding money into a system that can’t track where it goes is compassionate policy or expensive theater. Meanwhile, somewhere in America, a completely imaginary person just got their subsidized premium renewed for 2026. https://twitter.com/chad_mizelle/status/1998194850324222006?s=20  clown show. Ignore him. In the meantime, Congress needs to start acting like a co-equal branch and initiate its own inquiry into Boasberg. President Trump's Plan Alina Habba Resigns as U.S. Attorney for New Jersey After Courts Rule Against Her Appointment Alina Habba, President Donald Trump's pick to serve as U.S. attorney for New Jersey, has resigned from her role following a federal court's ruling to uphold a lower court's decision that she was not “lawfully” appointed to the office. The news was announced Monday by U.S. Attorney General Pam Bondi, who said she was “saddened to accept Alina's resignation”: https://twitter.com/AGPamBondi/status/1998102734680318084?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1998102734680318084%7Ctwgr%5E61a3e334e8e6099ea26f7cf5005134be5bf746cd%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.breitbart.com%2Ft%2Fassets%2Fhtml%2Ftweet-5.html1998102734680318084 Habba intends to return to the U.S. attorney's office if that occurs, Bondi added, noting that she will be continuing with the DOJ as a senior advisor. Source: breitbart.com Do Not Mistake Compliance For Surrender” – Alina Habba Steps Down As Acting US Attorney For New Jersey    Habba's statement Monday said “do not mistake compliance for surrender”. https://twitter.com/AlinaHabba/status/1998101999024550125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1998101999024550125%7Ctwgr%5Ec3b83e0f57525961eabb9975a6e4dab69d0d73c0%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fdo-not-mistake-compliance-surrender-alina-habba-steps-down-acting-us-attorney-new-jersey Source: zerohedge.com https://twitter.com/JoeLang51440671/status/1998202248636072142?s=20  Ketanji Brown Jackson claimed the president should have no power to fire expert bureaucrats. She said economists, PhDs, scientists, & transportation officials should operate beyond presidential reach. Such a view would carve the heart out of Article II & cement rule by permanent insiders rather than elected leadership. Jackson's theory elevates the deep state over the voters who choose a president. That is a constitutional revolution in plain sight. https://twitter.com/AwakenedOutlaw/status/1998116399190036973?s=20   Furthermore, the same logic would apply to the Federal Reserve, IMO. In fact, that’s almost certainly where this is going. Justice Kavanaugh: “I want to give you a chance to deal with the hard hypothetical. When both Houses of Congress and the President are controlled by the same party, they create a lot of these independent agencies or extend some of the current independent agencies into these kinds of situations so as to thwart future Presidents of the opposite party https://twitter.com/nayibbukele/status/1894547479367938142?s=20 https://twitter.com/Rothbard1776/status/1998162884455522528?s=20 https://twitter.com/MJTruthUltra/status/1998149963835191541?s=20 https://twitter.com/EricLDaugh/status/1998129151857848575?s=20   where you have Dem Senators, they won’t approve him! This gentlemen’s agreement [blue slip] has lasted TOO LONG. It means you can’t appoint a GOP US Attorney!” “In VA, NJ, CA, a US Attorney or judge…the only people you can get by are Democrats because they put a HOLD ON IT!” “It only takes one senator! If they are Democrat, they won’t approve it.” “All because GRASSLEY with his BLUE SLIP stuff won’t let anybody go by! And by the way, Democrats have violated blue slip!” Susie Wiles: Trump Will Campaign for 2026 Midterms ‘Like It's 2024 Again' White House Chief of Staff Susie Wiles revealed that President Donald Trump will get out and “campaign like it's 2024 again” for the 2026 midterm elections. Wiles went on to explain that “in the midterms, it's not about who's sitting at the White House,” but about localizing the election and keeping “the federal officials out of it.” “We're actually going to turn that on its head,” Wiles shared. “And, put him on the ballot because so many of those low propensity voters are Trump voters. And, we saw, a week ago Tuesday, what happens when he's not on the ballot and not active. So, I haven't quite broken it to him yet, but he's going to campaign like it's 2024 again.” Source: breitbart.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");

Earlier this year, OpenAI and chip-designer Advanced Micro Devices, or AMD, announced a multibillion-dollar partnership to collaborate on AI data centers that will run on AMD processors, one of the most direct challenges yet to industry leader Nvidia. WSJ's Robbie Whelan spoke to the CEO of AMD Lisa Su about the deal, her company and the prospect of an AI bubble. Ryan Knutson hosts.  Further Listening: - CoreWeave, the Company Riding the AI Boom - Is the AI Boom… a Bubble? - The Unraveling of OpenAI and Microsoft's Bromance Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can ChatGPT dethrone Gemini? Is Tim Cook capable of leading Apple into the next wave of AI? As 2025 winds down, journalist and podcast host Kara Swisher joins Rapid Response to cut through the noise and decode what's really happening across OpenAI, Meta, Google, and more. Swisher also sizes up the state of Disney, Netflix, and the escalating bidding war for Warner Bros. Discovery. And in classic Swisher fashion, she doesn't hold back — weighing in on Elon Musk's eye-popping potential pay package, Mark Zuckerberg's costly misfires at Meta, and what the future of AI means for human health and cognition.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of China Decode, hosts Alice Han and James Kynge unpack China's high-stakes push for tech independence, from Moore Threads' explosive IPO to Beijing's drive to build a homegrown alternative to Nvidia. They also explore why the renminbi (CNY) remains deeply undervalued despite calls for a stronger yuan. Later, they sit down with Patrick McGee, author of Apple in China: The Capture of the World's Greatest Company, to discuss Apple's deep reliance on China and the broader political and commercial leverage Beijing now wields over Western companies. Learn more about your ad choices. Visit podcastchoices.com/adchoices

A.M. Edition for Dec. 9. Nvidia shares jumped off-hours after President Trump approved the sale of its high-performance H200 chips to China. WSJ Asia business editor Peter Landers, says it's a boon for the AI-trade, following the recent selloff. Plus, WSJ's Jonathan Cheng and Tom Fairless explain how China's booming manufacturing sector is crushing Europe's core businesses and driving Germany and France to consider tariffs of their own. And we look at the bellwether stakes of Miami's mayoral race. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before.  I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two decades ago, giving him a rare perspective on how the company – and the entire semiconductor ecosystem – has evolved. A lot has changed since our last conversation a year ago, making this the perfect time to revisit the topic. In this conversation, we talk about everything that interests Gavin – Nvidia's GPUs, Google's TPUs, the changing AI landscape, the math and business models around AI companies and everything in between. We also discussed the idea of data centers in space, which he communicates with his usual passion and logic. In closing, at the end of this conversation, because I've asked him my traditional closing question before, I asked him a different question, which led to a discussion of his entire investing origin story that I had never heard before. Because Gavin is one of the most passionate thinkers and investors that I know, these conversations are always amongst my most favorite. I hope you enjoy this latest in the series of discussions with Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like The Best (00:04:00) Meet Gavin Baker (00:06:00) Understanding Gemini 3  (00:09:05) Scaling Laws for Pre-Training (00:12:12) Google v. Nvidia (00:16:52) Google as  Lowest Cost Producer of Tokens (00:28:05)  AI Can Automate Anything that can be Verified (00:34:30) The AI Bear Case: Edge AI (00:37:18) Going from Intelligence to Usefulness (00:43:44) AI Adoption in Fortune 500 Companies (00:48:58) Frontier Models and Industry Dynamics (00:56:40) China's Mistake and Blackwell's Geopolitical Leverage (00:57:50) OpenAI's Code Red (01:00:46) Data Centers in Space (01:07:13) Cycles in AI (01:11:10) Power as a Bottleneck (01:14:17) AI Native Entrepreneurs (01:16:21) Semiconductor VC (01:20:41) The Mistake the SaaS Industry is Making (01:26:50) Series of Bubbles (01:28:56) Whatever AI Needs, It Gets (01:29:57) Investing is the Search for Truth (01:31:24) Gavin's Investing Origin Story