Podcasts about Nvidia

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    FT News Briefing
    The Fed changes course

    FT News Briefing

    Play Episode Listen Later Sep 18, 2025 11:41


    The Federal Reserve has cut interest rates for the first time this year and China is banning its tech companies from buying AI chips made by Nvidia. Plus, how did the Swiss National Bank become one of the world's top investors in US tech? Mentioned in this podcast:Federal Reserve cuts rates by quarter point and signals more to comeChina bans tech companies from buying Nvidia's AI chips Switzerland's US tech ‘whale' Protesters against Trump state visit march through London Credit: ReutersToday's FT News Briefing was produced by Fiona Symon, Katya Kumkova, Sonja Hutson, and Marc Filippino. Additional help from Kelly Garry, Michael Lello, David da Silva and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

    Géopolitique
    Dans le bras de fer sino-américain, Pékin frappe un grand coup

    Géopolitique

    Play Episode Listen Later Sep 18, 2025 3:18


    durée : 00:03:18 - Géopolitique - par : Pierre  Haski  - La Chine a interdit l'importation de semi-conducteurs de l'américain Nvidia, un nouvel épisode de la guerre technologique que se mènent chinois et américains. La Chine tient tête à Donald Trump, forte de sa capacité technologique qui rivalise avec les géants de la Silicon Valley. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Thursday 18-Sep

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Sep 18, 2025 4:31


    US equity futures pointed higher with the S&P up around 0.5% following the Fed's rate cut. European equity markets were firmer, while Asian equities were mostly higher. The Fed cut rates by 25 bp and signaled another 50 bp of easing this year. Chair Powell flagged labor market slowdown as a supply issue, cautioned inflation risks remain, and emphasized there was no widespread support for a 50 bp cut. Market focus also on political interference concerns. AI trade came under renewed pressure after reports Beijing ordered big tech firms to stop buying Nvidia chips, with Huawei and Alibaba stepping up their domestic chip push.Companies Mentioned: Apple, Alphabet, Walt Disney, Nexstar Media

    DH Unplugged
    DHUnplugged #769: Sideline Ca$h

    DH Unplugged

    Play Episode Listen Later Sep 17, 2025 65:18


    Cash on the sidelines.... (that thesis is coming back) ATH - Fed cut, AI earnings, buybacks... (Sentiment) Most hated stocks - more hate PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - AI - the promise and the theft - Need a new CTP stock! - Most hated stocks - more hate - Football Season !!!!!!!!! Markets - ATH - Fed cut, AI earnings, buybacks... (Sentiment) - NVDA under China's microscope - Cash on the sidelines.... (that reason coming back) - StubHub IPO coming (thieves, but make $ for company) Once again - House to put forth stopgap bill that would fund government through November 21; vote expected Friday CPI and Jobs - The consumer price index posted a seasonally adjusted 0.4% increase for the month, the biggest gain since January, putting the annual inflation rate at 2.9%. ---For the vital core reading that excludes food and energy, the August gain was 0.3%, putting the 12-month figure at 3.1%, both as forecast. Fed officials consider core to be a better gauge of long-run trends. The central bank's inflation target is 2%. - The Labor Department reported a surprise increase in weekly unemployment compensation filings to a seasonally adjusted 263,000, the highest since October 2021. - The reports provide the final pieces of a complicated data puzzle that central bankers will review at their two-day policy meeting that concludes Sept. 17. Retail Sales - Can't count out the US Consumer - THEY CONSUME - Retail sales increase 0.6% in August, beating expectations - Core retail sales rise 0.7%; July gain unrevised at 0.5% - Higher prices account for some of the rise in sales, but consumers also showing resilience - Import prices increase 0.3% amid strong gains in capital, consumer goods Fed Day  - Odds are 100% for 0.25 cut and 3.9% for a 0.50% cut - Lots of talk about 3 cuts for 2025 (Sept, Oct, December) - Gold hitting new highs, silver up there (Schiff on TDI Podcast this week) - Cook not allowed to be fired Google - Welcome to the TRILLION dollar market cap club - Even with the concern over AI eating up search - stock is ATH after the recent court ruling -- Probably also due to free input for their LLMs - The owner of Rolling Stone, Billboard and Variety sued Google on Friday, alleging the technology giant's AI summaries use its journalism without consent and reduce traffic to its websites. - The lawsuit by Penske Media in federal court in Washington, D.C., marks the first time a major U.S. publisher has taken Alphabet-owned Google to court over the AI-generated summaries that now appear on top of its search results. - News organizations have for months said the new features, including Google's "AI Overviews," siphon traffic away from their sites, eroding advertising and subscription revenue. - Penske, a family-owned media conglomerate led by Jay Penske and whose content attracts 120 million online visitors a month, said Google only includes publishers' websites in its search results if it can also use their articles in AI summaries. - Without the leverage, Google would have to pay publishers for the right to republish their work or use it to train its AI systems, the company said in the lawsuit. I NVDA - China says Nvidia violated anti-monopoly law after preliminary probe - China's market regulator on Monday said that Nvidia violated the country's anti-monopoly law, according to a preliminary probe, adding that Beijing would continue its investigation into the U.S. chip giant. - Surely if USA allows access to the H20 chip that this will go away.... Tesla Shares - First, company is not doing well - as a company - but stock is performing

    Squawk Pod
    5 Things to Know Before the Opening Bell 9/17/2025

    Squawk Pod

    Play Episode Listen Later Sep 17, 2025 2:55


    The 5 things you need to know before the stock market opens today: Chinese authorities have reportedly told the country's tech companies to stop buying chips from Nvidia, mortgage rates are dropping sharply ahead of today's highly anticipated Federal Reserve rate decision, Ben & Jerry's co-founder Jerry Greenfield has quit his namesake company, Baidu shares are jumping, and Costco has recalled bottles of its house brand prosecco.  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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Squawk on the Street
    Fed Decision Day, Nvidia's China Troubles, Live: StubHub CEO on IPO 9/17/25

    Squawk on the Street

    Play Episode Listen Later Sep 17, 2025 43:14


    David Faber and Jim Cramer started the hour with a preview of the Fed's decision in the afternoon, where the group is expected to cut rates for the first time this year. The desk also shifted to Nvidia and an FT report that China is banning its tech companies from buying Nvidia's AI chips. After the opening bells, the CEO of StubHub joined the show to discuss the company's public debut.  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.

    Daily Tech Headlines
    China Orders Cancellation of Nvidia Chip Orders – DTH

    Daily Tech Headlines

    Play Episode Listen Later Sep 17, 2025


    The Cyberspace Administration of China orders tech firms to cancel orders of Nvidia chips, Nvidia and Google announce investment in the UK, and LimeWire purchases Fyre Festival branding off eBay. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible.Continue reading "China Orders Cancellation of Nvidia Chip Orders – DTH"

    Rob Black and Your Money - Radio
    Traders Brace For Key Fed Rate Decision

    Rob Black and Your Money - Radio

    Play Episode Listen Later Sep 17, 2025 37:36


    Nvidia shares dipped more than 1 percent after China banned tech companies in the country from buying Nvidia's chips, Patrick O'Hare of Briefing.com and Managing Director of Investments at EP Wealth Advisors Adam Phillips on the current markets, More on the Thursday October 16th Retirement & Wealth Strategies for Your Future seminar at the Palo Alto Elks Lodge with EP Wealth Advisors CFP Chad Burton and CFP CFA Ryan Ignacio

    Sharp China with Bill Bishop
    (Preview) A TikTok ‘Framework' and Lots of Questions; Nvidia Uncertainty and Chip Countermeasures; The PRC Propaganda Strategy on US Platforms

    Sharp China with Bill Bishop

    Play Episode Listen Later Sep 17, 2025 16:37


    On today's show Andrew and Bill begin with the news of a “framework,” a consensus, and a possible deal to divest TikTok US from its parent company, ByteDance. Topics include: The many details yet to be resolved publicly, the unknown fate of the algorithm and its legal implications, messaging from both the US and PRC delegations in Madrid, the ways in which a deal would benefit ByteDance, and the deflating path from April 2024 to this week. From there: The SAMR shares its findings in the Nvidia antitrust investigation, the PRC announces two additional responses to US chip pressure, and the US adds 23 PRC firms to the entity list. Then: Meta has its own China dependence, an AP report on US firms enabling the PRC surveillance state, and a look at the evolving methods of the CPC and its propaganda network. At the end: LeBron James' camp offers a clarification on last week's People's Daily article, and PRC pigeon racing hits the Washington Post.

    The Bobby Bones Show
    TUES PT 2: Listener Thinks Eddie Is The Hottest On The Show + Being Hot Can Be Bad + Toughest Guys In Country Music + $300 Soup And Cell Phone-Free Bar

    The Bobby Bones Show

    Play Episode Listen Later Sep 16, 2025 52:59 Transcription Available


    A listener wants to defend Eddie in the ‘dad bod’ debate. We get into a discussion of why being hot/attractive can be a bad thing. We put together our list of the toughest guys in country music that we think would win in a fight. A noodle shop has stirred heated debate after charging (around $300) for a single bowl of noodles. We talked about the passing of Robert Redford and celebrities that were hot when they were younger. We got an update on how Bobby, Amy and Lunchbox’s NVIDIA stock is doing. Eddie shared how his 17-year old son wants Snapchat.See omnystudio.com/listener for privacy information.

    Bitcoin Magazine
    Intel, AI and Investing in the Age of State-Led Capitalism | Bitcoin Policy Hour Ep. 16

    Bitcoin Magazine

    Play Episode Listen Later Sep 16, 2025 55:49


    In an era where free markets are increasingly shaped by state power, investors need to understand the nexus of geopolitics, political economy and exponential technologies as a tool of statecraft. BPI's Matt Pines and Zack Shapiro join Zack Cohen to examine how U.S. industrial policy, AI breakthroughs, and Bitcoin regulation are converging to reshape global markets.The conversation explores the latest market structure bill and its impact on Bitcoin liquidity, the strategic Bitcoin reserve as a potential geopolitical hedge, and what Intel's bailout signals about the rise of national champions and state-directed capital allocation.The discussion goes beyond policy into the heart of investing in an age of fiscal dominance and technological disruption. How should investors interpret the tension between free markets and government intervention?What does AI-driven productivity and labor displacement mean for macro volatility? And in a world where political cycles, liquidity cycles, and market cycles are increasingly intertwined, can Bitcoin serve as a neutral reserve asset, hedge, and beneficiary of state-led capitalism?

    TechLinked
    YouTube response to low-views, Switch emulator on Play Store, China vs Nvidia + more!

    TechLinked

    Play Episode Listen Later Sep 16, 2025 10:29


    Timestamps: 0:00 whaddo I look like, some kinda Lord? 0:13 YouTube responds to low-view count issue 3:03 Switch emulator Eden on Play Store 4:17 China's Nvidia antitrust ruling 5:19 Ground News! 6:16 QUICK BITS INTRO 6:31 US says TikTok deal on with China 7:10 Snapdragon 8 Elite Gen 5, for some reason 7:59 Penske Media sues Google over AI Overviews 8:47 TSMC makes honey now NEWS SOURCES: https://lmg.gg/wWxUz Learn more about your ad choices. Visit megaphone.fm/adchoices

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Tuesday 16-Sep

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Sep 16, 2025 5:40


    S&P futures are up +0.2% and pointing to a higher open. Markets are also in a holding pattern ahead of key central bank decisions this week, with the Fed widely expected to cut rates by 25 bps on Wednesday and attention on the updated dot plot, while the BOJ is seen holding on Friday. Asian equities were mostly higher today with Japan and Greater China outperforming, and European markets are narrowly mixed in early trades. The US and China reached a framework agreement on TikTok ownership during talks in Madrid. While details remain unclear, discussions include potential licensing of TikTok's algorithm, with Beijing hesitant to fully transfer control to the US. Companies Mentioned: TikTok, Nvidia, Chord Energy, Oracle

    Tech Path Podcast
    Ethereum Igniting 45-Year BREAKOUT on Silver!!!

    Tech Path Podcast

    Play Episode Listen Later Sep 16, 2025 25:48 Transcription Available


    Silver prices have surged due to a confluence of factors, including geopolitical tensions, a weakening dollar, and anticipated Fed rate cuts. A persistent supply deficit, driven by robust industrial demand from solar, EVs, and advanced electronics, further fuels the rally. With potential U.S. stockpiling on the horizon, silver's bullish momentum is expected to continue, targeting key resistance levels.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Andy Schectman | President & Owner of Miles Franklin Miles Franklin website ➜ https://milesfranklin.com/Miles Franklin Youtube channel ➜ https://www.youtube.com/@MilesFranklinMedia00:00 Intro00:10 Sponsor: iTrust Capital00:40 45-year mother of all cup and handles01:25 Silver demand for EV's & Solar02:45 Gold/Silver ratio08:30 Real market cap potential of silver?14:00 Silver DeFi potential17:40 Silver breaks $50 in 2025?19:20 Rate cut a huge mistake?21:15 Will Silver flip NVIDIA?23:45 Time to sell Bitcoin/gold for Ethereum/silver?25:00 Outro#Crypto #Silver #Ethereum~Ethereum Igniting 45-Year BREAKOUT on Silver!!!

    How to Trade Stocks and Options Podcast by 10minutestocktrader.com
    Elon Buys A Billion #TSLA, #OPEN Short Squeeze, #NVDA's Huge New Contract

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

    Play Episode Listen Later Sep 16, 2025 21:41


    Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Markets are heating up with massive headlines, and today's video covers the biggest movers you need to know about. From Tesla's billion-dollar insider buy to Opendoor's explosive short squeeze and Nvidia's multibillion-dollar AI contract, we're diving deep into what these moves mean and how they connect to the broader market. Along the way, we'll look at commodities, sector trends, and the trading plan for the day, so you know exactly where to focus.The excitement is everywhere right now. The Dow, S&P, and Nasdaq are all pushing higher, gold is exploding past levels most didn't think possible, silver is surging, and oil and natural gas are climbing too. Everywhere you look, assets are breaking out. But the big question is whether this rally is sustainable—or if it's just another setup for a reversal.Here's what you'll learn in this video:➡️ Tesla's $1B insider buy: Elon Musk just bought 2.5 million shares of Tesla, signaling massive confidence. We break down what this means for the stock's trend, order block resistance, and whether that $700 price target is realistic.➡️ Opendoor short squeeze: The stock has skyrocketed over 50% in days, but history suggests these parabolic moves rarely last. Learn the 50/80 rule, why meme-stock momentum is dangerous, and how to protect yourself from giving back gains.➡️ Nvidia's $6.3B AI contract: Nvidia just signed a huge deal with CoreWeave that could reshape demand for AI infrastructure. But order blocks and technical signals show caution may still be needed in the short term.➡️ Commodity surge: Gold, silver, oil, and natural gas are all climbing fast. We'll cover what's driving the breakout and how these moves tie back into inflation, rate cut expectations, and market psychology.➡️ Breadth warning signs: Even as the S&P hits new highs, market breadth is flashing red. Fewer stocks are participating in the rally, creating dangerous divergences that could signal a pullback.➡️ Sector rotation: The only bullish sector right now is utilities, a classic “safety trade.” Learn why that shift is a warning sign for risk assets.➡️ Today's trading plan: With OVTLYR's Nine showing mixed signals, the smart move may be to sit in cash and wait for better setups. Discipline and patience are the edge.The key takeaway is that even in a market full of excitement, discipline matters more than hype. Tesla may be breaking headlines, Opendoor may be trending on Reddit, and Nvidia may be winning billion-dollar contracts, but if breadth is weak and only defensive sectors are leading, risk is higher than it looks. That's where following structured rules and tools like OVTLYR can keep you ahead of the curve.If you want to trade smarter, not harder, this breakdown will help you cut through the noise and focus on the signals that actually matter.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

    Category Visionaries
    How OpenInfer discovered unexpected government traction by focusing on data ownership pain points | Behnam Bastani

    Category Visionaries

    Play Episode Listen Later Sep 16, 2025 21:09


    OpenInfer addresses the enterprise infrastructure gap that causes 70% of edge AI deployments to fail. Founded by system architects who previously built high-throughput runtime systems at Meta (enabling VR applications on Qualcomm chips via Oculus Link) and Roblox (scaling real-time operations across millions of gaming devices), OpenInfer applies proven architectural patterns to enterprise edge AI deployment. The company targets three specific customer pain points: cost reduction for AI-always-on applications, data sovereignty requirements in regulated environments, and reliability for systems that must function regardless of connectivity. In this episode of Category Visionaries, CEO and Founder Behnam Bastani reveals how external market catalysts like DeepSeek's efficiency breakthrough transformed investor perception and validated their compute optimization thesis. Topics Discussed: System architecture pattern replication from Meta's Oculus Link to Roblox to OpenInfer The compute efficiency gap: why "throwing hardware" at AI problems creates market inefficiencies How DeepSeek's January 2025 breakthrough shifted investor sentiment from skepticism to oversubscription Customer targeting methodology: focusing on business unit leaders facing career consequences Government market discovery: air-gapped environments and data sovereignty requirements Technical demonstration strategies for overcoming the 70% edge deployment failure rate Privacy-first AI positioning unlocking previously inaccessible use cases GTM Lessons For B2B Founders: Target decision-makers with career-level consequences: Rather than pursuing prospects who might "take a risk," Behnam focuses on "those that lose their jobs if they're not solving the problem" - specifically business unit leaders whose profit margins or sales metrics directly impact their career trajectory. This creates urgency that comfortable cloud users lack and accelerates deal cycles by aligning solution adoption with personal survival incentives. Leverage external market catalysts for thesis validation: OpenInfer initially faced investor pushback ("Nvidia's got everything working well. Why you think you can do anything better?") until DeepSeek's efficiency breakthrough provided third-party validation. "January hits and then there's DeepSeek... People called us, hey, you're DeepSeek on edge." Founders should identify potential external events that could validate their contrarian thesis and be prepared to capitalize when these catalysts occur. Lead with technical proof points over explanations: In markets with high failure rates, demonstrations eliminate skepticism faster than education. "We definitely have metrics, demos, and we go with those. We demonstrate what's possible... we remove this skepticalism in terms of ease of deployments, power of edge in one shot." This approach recognizes that technical buyers need confidence before curiosity. Pursue unexpected traction sources aggressively: Despite targeting enterprise ISVs, government demand emerged due to air-gapped environment requirements. "Government is actually becoming huge traction primarily because data ownership was a major topic to them." Rather than forcing initial market hypotheses, founders should redirect resources toward segments showing organic product-market fit signals, even when they require different sales processes. Build credibility through architectural pattern repetition: Investors backed OpenInfer because "we are the people that have built this twice, scaled it to millions." Repeating proven technical patterns across different contexts creates sustainable competitive advantages that new entrants cannot replicate without similar experience depth.   //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe.  www.GlobalTalent.co   //   Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM 

    Engadget
    China says NVIDIA's Mellanox acquisition violated antitrust law, New York details its plans for online age verification rules, and Early Access is the latest place where Steam is restricting games with mature themes

    Engadget

    Play Episode Listen Later Sep 16, 2025 8:30


    A regulator has accused NVIDIA of violating China's antitrust laws over its acquisition of chipmaker Mellanox. In its preliminary findings of an investigation it commenced in December, the State Administration for Market Regulation claimed that the company breached both national regulations and the conditional terms China outlined when it rubber-stamped the $6.9 billion takeover. Also, on Monday, the state's Attorney General Letitia James released more specifics about what the SAFE for Kids Act will entail in practice. And, Valve has apparently updated its Steam Early Access policy to no longer accept games with what the company deems to be "mature themes." As first reported by Gamesmarkt earlier this month, gaming studio Dammitbird, which develops the adult adventure game Heavy Hearts, was not allowed to put the title on Steam Early Access because of its content. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Dynamist
    NVIDIA and Intel: A Tale of Two Chip Firms w/Oren Cass

    The Dynamist

    Play Episode Listen Later Sep 16, 2025 59:41


    Not too long ago, NVIDIA was a niche tech company known for the graphics cards that powered computer gaming. Thanks to skyrocketing growth over the past few years, today, it's a $4 trillion behemoth that designs cutting-edge chips necessary for frontier AI development. It's an American company based in Santa Clara, CA. But, like so many other companies, it relies on foreign firms to manufacture its designs—primarily Taiwan Semiconductor Manufacturing Company.Intel is the only major American company that manufactures its own advanced semiconductors, or chips, but the once iconic firm is on an opposite trajectory. In the 1990s and early 2000s, Intel's microprocessors powered over 90% of PCs and the company was one of the world's most valuable. But intel missed the boat on two major tech developments—smartphones and AI—leaving the company a shell of its former glory.NVIDIA soared while Intel declined, but the two share in common a rollercoaster relationship with Washington and the Trump Administration over their ties to China.  After moving to ban NVIDIA from exporting its H20 chip to China, President Trump reversed the ban in exchange for NVIDIA giving a 15% cut of the sales to the US government. Last month, Intel CEO Lip-Bu Tan came under fire for his ties to and investments in Chinese companies, leading Trump to call for his immediate resignation. A few weeks later, Trump announced that the US government would take a 10% stake in Intel for about $10 billion in outstanding CHIPS Act grants, and Trump praised Tan for his affirmed commitments to US interests.The two companies are at the heart of the most significant tech policy debates in the world—from industrial policy to how to balance a desire to export American technology with the need to safeguard trade secrets and AI advantages. Evan is joined by Oren Cass, founder and chief economist of American Compass. Oren has been a staunch supporter of the CHIPS Act and industrial policies that he believes are necessary to restore high-tech American manufacturing, particularly in semiconductors. He's also been highly critical of the Administration's recent moves to allow NVIDIA to export more of its chips to China. Read his op-ed in The Washington Post on NVIDIA's H20 and his newsletter on the topic, as well as his recent op-ed in Commonplace on NVIDIA's potential antitrust problems. See his newsletter here for more on his reaction to the U.S. government's equity stake in Intel.

    Business daily
    US, China reach framework deal on TikTok

    Business daily

    Play Episode Listen Later Sep 16, 2025 4:44


    The United States and China have reached a framework deal for the ownership of TikTok, following the latest round of trade talks held in Madrid. It's unclear what the final deal will look like, but US Treasury Secretary Scott Bessent says it involves switching the app to US-controlled ownership. The deal is set to be finalised by Presidents Donald Trump and Xi Jinping on Friday. This comes on the same day that China accused US chip giant Nvidia of violating the country's antimonopoly laws. 

    Communism Exposed:East and West
    Beijing Alleges Nvidia Violated Anti-Monopoly Law

    Communism Exposed:East and West

    Play Episode Listen Later Sep 16, 2025 3:20


    WSJ What’s News
    China Says Nvidia Broke Antitrust Law

    WSJ What’s News

    Play Episode Listen Later Sep 15, 2025 12:22


    A.M. Edition for Sept. 15. China escalated its regulatory campaign against U.S. chip giant Nvidia, heightening pressure on Washington as senior officials from both countries meet in the latest round of trade negotiations. Central to those talks is whether social-media app TikTok can continue to operate in the U.S. Plus, WSJ's Paul Kiernan explains how falling response rates to economic surveys are undermining key government data, including the monthly jobs report. And, why we're in the midst of a modern-day gold rush. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ Tech News Briefing
    TNB Tech Minute: Trump Hints at TikTok Deal Following U.S.-China Trade Meeting

    WSJ Tech News Briefing

    Play Episode Listen Later Sep 15, 2025 2:15


    Plus: China says Nvidia violated their antitrust law. And Tesla shares jump after Elon Musk makes $1 billion stock purchase. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Christopher Lochhead Follow Your Different™
    408 Follow Your Exponentials: Ray Wang on the Coming Golden Age of AI

    Christopher Lochhead Follow Your Different™

    Play Episode Listen Later Sep 15, 2025 61:06


    On this episode of Christopher Lochhead: Follow Your Different, we welcome back Ray Wang, principal analyst and CEO of Constellation Research, for a dynamic discussion on technology's future. We explore the explosive rise of AI-native companies, the shifting global tech landscape, and the urgent need for U.S. manufacturing revitalization. Ray also highlights NVIDIA's dominance in AI, the U.S.-China tech rivalry, and challenges facing Western innovation. The conversation addresses local governance, inefficiencies in public spending, and the importance of community-focused leadership. Insightful and timely, the episode offers a candid look at the opportunities and risks shaping tomorrow's tech-driven world. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go. Ray Wang on the Rise of AI Exponential Companies: Redefining Tech's Competitive Landscape The tech industry is undergoing a radical shift as “AI exponentials” redefine how companies launch, scale, and compete. Coined by Christopher Lochhead and analyst Ray Wang, these ultra-lean ventures harness artificial intelligence to achieve extraordinary efficiency, often generating tens of millions in annual recurring revenue with only a few employees. ServiceNow's rise to a $180 billion market cap illustrates the long arc of cloud innovation, but today's startups push the model further. Sites like tinyteams.xyz track firms posting up to $20 million ARR per employee, while projects such as Turbo Learn AI, built by college dropouts using only ChatGPT, AWS, and Perplexity, show how minimal capital can now create high-impact software. This “atomization” of business echoes biotech's disruption of big pharma: innovation emerges outside legacy giants, who increasingly serve merely as distribution channels. The next frontier may be one-person, billion-dollar enterprises, unleashing vast creative potential while reshaping society. Ray Wang on the White Collar Recession and the AI-Driven Future of Work Ray Wang warns that the world is entering the largest White-Collar Recession yet, driven by rapid automation and AI. Tech giants like Microsoft and Nvidia expect to double revenue without adding comparable headcount, transforming the workplace from a broad pyramid into a narrow diamond. This shift threatens entry-level and managerial roles, leaving young workers with limited opportunities and older professionals facing displacement despite valuable expertise. Rather than simple layoffs, Ray sees an evolution of work. Experienced knowledge workers, equipped with affordable, scalable tools, are more likely to launch their own ventures than climb shrinking corporate ladders. Venture capital, built for slower, capital-heavy startups, struggles to keep pace as AI founders can bootstrap to profitability. The next two years, he predicts, will usher in a golden age of AI entrepreneurship. Yet this transformation raises urgent questions about mentorship, economic mobility, and how society will adapt alongside technological progress. Geopolitical AI, the US-China Cold War, and the Battle for Humanity's Future Ray Wang casts the US–China tech rivalry as a defining struggle for humanity's future: one fought with chips, algorithms, and influence rather than weapons. He contrasts China's centralized, surveillance-driven AI model with the West's ideal of decentralized abundance and freedom. This conflict, simmering for over a decade, now plays out in debates over chip exports, data sovereignty, and social-media persuasion wars. America currently holds a three-year chip advantage through companies like Nvidia, which dominate both hardware and AI software ecosystems. But Wang warns this lead is fragile: Chinese engineers are skilled, manufacturing capacity is world-class, and Europe risks irrelevance unless it chooses a side.

    WSJ Minute Briefing
    China Says Nvidia Violated Anticompetition Laws

    WSJ Minute Briefing

    Play Episode Listen Later Sep 15, 2025 2:23


    Plus: U.S. China trade talks are underway in Madrid, with social-media app TikTok facing a potential U.S. ban from Wednesday. And, why we're in the midst of a modern-day gold rush. Caitlin McCabe hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk Pod
    Emmys & Streamers, NY Politics, & TikTok's Deadline 9/15/25

    Squawk Pod

    Play Episode Listen Later Sep 15, 2025 39:46


    After TV's biggest night, Variety's Brent Lang highlights the true winners at the Emmy Awards: streamers. Congressional Budget Office Director Phillip Swagel offers a long-term view of the American economy and American wallets, and he sees signs of weakening. Plus, New York Governor Kathy Hochul has endorsed Zohran Mamdani for NYC Mayor, China ruled that Nvidia violated anti-monopoly law, and TikTok parent ByteDance is up against another divesting deadline for its U.S. business.  Phillip Swagel - 17:12Brent Lang - 28:20 In this episode:Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    M觀點 | 科技X商業X投資
    EP234. 特斯拉股價漲起來、微軟 OpenAI 協議、輝達 Rubin CPX | M觀點

    M觀點 | 科技X商業X投資

    Play Episode Listen Later Sep 15, 2025 67:02


    【AWSON 八電極家用體脂計】限量新品預購中! 專業數據,走進日常的健康管理 https://s.add.one/5bkguu

    The Marc Cox Morning Show
    Hour 2 - Charlie Kirk Memorial, Emmy Awards Politics, and Hans von Spakovsky

    The Marc Cox Morning Show

    Play Episode Listen Later Sep 15, 2025 33:37


    In Hour 2, Marc Cox and Dan Buck pay tribute to Charlie Kirk, reflecting on his passing, Erica Kirk's emotional memorial speech, and the explosive growth of Turning Point USA with 32,000 new chapters formed. The hosts highlight his legacy of Christian conservative values before turning to media commentary on the Emmy Awards, including criticism of political statements, Stephen Colbert's win, and Hollywood's liberal leanings. Hans von Spakovsky joins to discuss presidential powers, recent Supreme Court rulings, immigration enforcement, ICE policies, and trade challenges abroad. Nicole Murray follows with business and economic news, covering stock market trends, FAA fines against Boeing, and China's NVIDIA investigation. The hour wraps with “In Other News,” touching on Elon Musk's Tesla stock purchase, the psychology of credit card spending, and celebrity updates including Mike Wolf's car accident, Brad Pitt's daughter changing her last name, and yacht ownership in Hollywood.

    The Financial Exchange Show
    Will the stock rally stall out after the Fed's rate cut?

    The Financial Exchange Show

    Play Episode Listen Later Sep 15, 2025 38:31 Transcription Available


    Chuck Zodda and Mike Armstrong discuss the Fed meeting this week to set interest rates. Morgan Stanley and JPMorgan see stock rally stalling after Fed rate cut. China says Nvidia violated antitrust law. Whirlpool tells US authorities its rivals could be evading tariffs. Gold hasn't rallied this much since 1979. Is turning to ChatGPT for financial advice wise?

    TD Ameritrade Network
    Stock Market Today: NVDA Monopoly Accusation, Musk Buys More TSLA, GOOGL Hits $3T

    TD Ameritrade Network

    Play Episode Listen Later Sep 15, 2025 1:52


    The SPX and NDX both hit new record highs on the week's first session ahead of a highly anticipated FOMC interest rate decision. The Mag 7 led trading action, from Nvidia's (NVDA) latest headwinds to China, Elon Musk's $1 billion purchase of Tesla (TSLA) shares, and Alphabet's (GOOGL) market cap milestone. Marley Kayden takes investors through the biggest stories of the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

    TechCheck
    Nvidia caught in U.S., China “Chiplomacy” 9/15/25

    TechCheck

    Play Episode Listen Later Sep 15, 2025 4:09


    U.S. trade talks facing even higher stakes after Chinese regulators announced that Nvidia violated one of the country's antitrust laws with the 2020 acquisition of Mellanox. We dig into the allegations and what it means for Nvidia's future in China. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    AP Audio Stories
    Nvidia violated antimonopoly laws, China says

    AP Audio Stories

    Play Episode Listen Later Sep 15, 2025 0:42


    AP's Lisa Dwyer reports on an investigation by China into Nvidia.

    Glitter Ledger
    Hedera, The DAT in the Hat, and a little Binance and local Politics with Josh Sroge

    Glitter Ledger

    Play Episode Listen Later Sep 15, 2025 41:22


    New ‘Sode Glitter Ledger;  Its Fashion Week where DATS are ala mode on the cover of Vogue. Ipso facto I shall request filing for a DAT all over my body and wrap it in a NVIDIA oil titanium put leveraged on Cote du Rhone and chocolate sprinkles.  What's a DAT you may ask. Well I'm so glad you did. I turned to my psychiatrist Dr. Seuss, who has a confusing following as a Nazi Bitcoin Maximalist. But I digress, he requested I open up The CAT in the DAT and read on page 14. “It is fun to have fun But you have to know how. That is what the cat said.Then he fell on his head!” -"They are tame. Oh, so tame! They have come here to play. They will give you some fun On this wet, wet, wet day."Oh, the things they will bump! Oh, the things they will hit! Should we tell her about it? Now, what SHOULD we do? Well. What would You do If your mother asked You?Inspired but confused, I realized that $375 session that had gone to waste could have spent on Bitcoin or quayludes. I then asked my dearest friend Fyre Festival Founder Billy McFarland Together with my bedazzled baccarat magnifying glass his Sharpei intern, we both determined that DATS are cute companies that purchase tokens on their balance sheets to capitalize on adderal spiked price appreciation and then they subsequently dump it in the pubelle. Thats french for garbage can. I am in. Oh the things you can think when you think about Seuss!Alas, Billy and I are throwing a Cat in the DAT Conference on Hedera for Armani RIP. It will be held in Gstaad on a Green Mountain aptly named Galaxy.  But I digress. My guest today is the supremely wonderful Josh Sroge. I interviewed Josh so long ago that just about everything in this episode is now factually incorrect. Do not let this stop you from listening. As most of what I say in the present is wrong. Josh is almost as entertaining as I am so the interview is worth a listen if insider info Binance US water cooler alpha intrigues you. It does not me.  All I care about is Xanax and Private Jets and Hedera.  I really wanted to get Josh on the show because I have not had a guest without hair and I want a Hedera Grant so I can finance my 2nd home in Burkina Faso. I queried a critical question where I wanted Josh to determine the answer to who would win in an elegant bar fight between Bitcoin Maximalists, CZ, or Hedera Fanatics. Josh responded with the flair of a disgraced politician. Alas, Josh is a former aspiring local politician, whose campaign I laundered money through to finance purchasing a Birkin and a pack of cigs. I digress. Josh is a fascinating melange of the Old School Crypto Bros of yester year coupled with a New Yorker Roc Hudson charm sans homosexuality.  We met on a panel but I was not on it.  He lives in the Caymans for obvious reasons. He had a stint as the CFO slash CEO of Binance US  and currently serves as a Director of the Hedera Foundation. He fits my criteria of financial availability in a mate based on his resume. Thats french for resume. Josh agrees with me that sales is essentially about how thin you are.  The man has the charisma of someone who could sell you a timeshare on Jupiter and has had an enviable career in a space full of many individuals who have needed thousand dollar attorneys. Josh is welcome on Glitter anytime. It was the utmost pleasure. Support the show

    The Information's 411
    China-US TikTok Negotiations, AI Bubble, Enterprise AI Search Engine | Sep 15, 2025

    The Information's 411

    Play Episode Listen Later Sep 15, 2025 39:54


    The Information's Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:- The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    The Rundown
    Musk Buys $1B in Tesla Stock, China Accuses Nvidia of Breaking Anti-Monopoly Law

    The Rundown

    Play Episode Listen Later Sep 15, 2025 9:12


    Stock market update for September 15, 2025.

    Focus economia
    Vino, Dazi Usa (UIV): le imprese comprimono i margini per rimanere competitive

    Focus economia

    Play Episode Listen Later Sep 15, 2025


    Secondo l’Osservatorio di Unione italiana vini, a luglio il prezzo medio del vino italiano negli Stati Uniti è calato del 13,5% (da 6,52 a 5,64 dollari/litro) per rimanere competitivo nonostante i dazi. Dall’attivazione delle tariffe, i vini italiani hanno subito 61 milioni di dollari di dazi, poco meno della Francia (62,5 milioni). Le imprese italiane stanno assorbendo gran parte dei costi, comprimendo i margini. Uiv denuncia aumenti ingiustificati nei prezzi al dettaglio Usa, frutto di speculazioni su stock pre-dazi. Frescobaldi chiede una promozione straordinaria a partire dal 2026 sui mercati chiave (Usa, Uk, Canada, Brasile). Zoppas (Ice) segnala già 20 iniziative promozionali nel semestre e altre 35 in valutazione. Lollobrigida conferma l’impegno del governo per escludere il vino dai dazi, escludendo misure come gli estirpi. Affrontiamo il tema con Lamberto Frescobaldi, presidente Unione italiana vini (Uiv), e Sandro Boscaini, presidente di Masi Agricola.Trump: c’è accordo con la Cina su TikTok Negli incontri di Madrid tra Usa e Cina è stato raggiunto un accordo quadro su TikTok. Trump ha annunciato che l’intesa sarà completata con Xi Jinping entro il 17 settembre, evitando la chiusura dell’app. Bessent (Tesoro Usa) ha confermato i negoziati. TikTok, di proprietà di ByteDance, è sotto pressione da anni per timori legati a sicurezza nazionale e gestione dei dati. Intanto, l’Antitrust cinese accusa Nvidia di non aver rispettato le condizioni poste nell’acquisizione di Mellanox, aprendo un nuovo fronte nei rapporti economici. Ne parliamo con Alessandro Plateroti, direttore Newsmondo.itL'economia cinese va sempre più pianoAd agosto le vendite al dettaglio in Cina sono cresciute del 3,4% (in calo dal 3,7% di luglio), la produzione industriale al 5,2% (dal 5,7%), mentre la disoccupazione urbana resta al 5,3%. Il rallentamento alimenta il rischio di maggiori esportazioni cinesi in Europa. Il ministro Giorgetti avverte che il vero pericolo per l’Italia non sono i dazi Usa, ma la concorrenza asiatica: l’export italiano verso gli Usa è cresciuto del 6% nel semestre, mentre cala verso la Cina e altri paesi asiatici, che al contrario esportano massicciamente in Europa.Il commento è di Giuliano Noci, professore ordinario al Politecnico di Milano e prorettore del Polo territoriale cinese dell’Ateneo

    Bloomberg Daybreak: US Edition
    US-China Trade Talks and TikTok; Hochul Endorses Mamdani

    Bloomberg Daybreak: US Edition

    Play Episode Listen Later Sep 15, 2025 15:57 Transcription Available


    On today's podcast: 1) US and Chinese representatives discussed TikTok, trade and the economy during high-level talks in Madrid. The talks included national security issues and the status of ByteDance's TikTok, which faces a deadline to reach a deal to continue operations in the US.2) China ruled that Nvidia violated anti-monopoly laws with a 2020 deal, increasing pressure on Washington during trade negotiations. The State Administration for Market Regulation found Nvidia in violation of antitrust regulations after its acquisition of Mellanox Technologies. The regulator will investigate further, but did not specify what remedies it would seek, after Nvidia's shares fell in pre-market trading following the announcement.3) New York Governor Kathy Hochul has endorsed Democratic nominee Zohran Mamdani for mayor of New York City. Hochul wrote that she and Mamdani will be fearless in confronting the president's extreme agenda and that she is confident Mamdani has the courage and urgency New York City needs.See omnystudio.com/listener for privacy information.

    Ransquawk Rundown, Daily Podcast
    US Market Open: NVDA slips -2.3% as China said NVIDIA violated antitrust laws, crude gains after Trump is ready to impose sanctions on Russia

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Sep 15, 2025 3:52


    US and China day two talks are underway; overnight, FT reported that there has been a lack of progress, potentially reducing the odds of a Beijing summit. Recently, US Treasury Secretary Bessent said the US and China made good progress on technical details.Crude benchmarks are higher amid a softer USD and after President Trump said he is ready to impose sanctions on Russia, once NATO stops buying Russian oil. Most recently, Russia's Kremlin says NATO is fighting Russia.NVIDIA hit in the pre-market, weighing on the NQ and broader sentiment, as China said NVIDIA violated antitrust laws; European bourses off best, but still firmer, Euro Stoxx 50 +0.6%.Fitch downgraded France to A+ (prev. AA-), sparking modest OAT-Bund widening though levels remain orderly. EUR is unreactive, GBP leads with the DXY softer.Gold had an initial upward bias with the focus on geopols, though off best. Base metals capped by soft Chinese data.Looking ahead, NY Fed Manufacturing (Sep), Speakers including ECB's Schnabel, Rehn & Lagarde.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    SpawnCast
    Nintendo Direct Reactions, Borderlands 4, PS6 Feature Leak And More | Spawncast 431

    SpawnCast

    Play Episode Listen Later Sep 14, 2025 132:31


    Check out the Spawncast network: https://spawncastnetwork.com/ Support the stream: https://streamlabs.com/spawnwave Panel: Playeressence: https://www.youtube.com/@Playeressence Celia: https://x.com/CeliaBeee Kimerex: https://www.youtube.com/@KimerexProjekt #Nintendo #Sony #Microsoft

    The Circuit
    EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman

    The Circuit

    Play Episode Listen Later Sep 14, 2025 63:34


    In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation also covers Nvidia's new CPX system and the implications for the market, concluding with a discussion on the funding of the AI boom and the financial strategies of major players like Oracle and OpenAI.

    The Options Insider Radio Network
    The Hot Options Report: 09-12-2025

    The Options Insider Radio Network

    Play Episode Listen Later Sep 14, 2025 15:15


    This episode of the Hot Options Report delves into the dynamic options market, analyzing key trades and trends from Friday, September 12th. It covers significant activity in VIX, SPY, SPX, small caps, and NASDAQ, with a notable focus on single-name equities. The report counts down the top trades in the following order: #10 Righetti, #9 AMD, #8 Palantir, #7 Oracle, #6 Altria, #5 UNH, #4 Apple, #3 Open, #2 Nvidia, and #1 Tesla. It includes contract volumes, average prices, and the specifics of hot options in these segments.    00:00 Introduction to Options Insider Radio Network 01:28 Explosive Options Activity: VIX and SPY 04:07 Index Roundup: SPX, Small Caps, and NASDAQ 04:45 Single Name Equities: Righetti, AMD, and Palantir 06:29 Oracle's Wild Week 07:56 Dividend Plays: Altria and UNH 10:21 Top Movers: Apple, Open, Nvidia, and Tesla 13:43 Conclusion  

    Beginner's Mind
    #163: The NVIDIA Way — 7 Scaling Lessons from Jensen Huang's Playbook

    Beginner's Mind

    Play Episode Listen Later Sep 14, 2025 46:05 Transcription Available


    Most founders obsess over products. Jensen Huang built a $3 trillion company by obsessing over inevitabilities. This episode unpacks The NVIDIA Way by Tae Kim—the definitive account of how NVIDIA went from near-death startup to the world's most valuable chipmaker. More than a history, it's a manual for founders and VCs navigating the messy, high-stakes stretch between Series A and IPO. But this isn't just about NVIDIA. It's about you—if you're scaling in deep tech, where survival depends less on genius inventions and more on how you engineer resilience, culture, and urgency into your system. I walk you through 7 scaling lessons that matter now—from why pain is a founder's greatest teacher to how vision and culture become moats no competitor can copy. Each principle is grounded in NVIDIA's story, translated into today's market reality, and wrapped with coaching prompts you can act on this week. Key Takeaways: Pain Builds Resilience: Intelligence helps, but scars compound faster.Reputation Is Currency: Your first product isn't a chip or an app—it's trust.Defy the Innovator's Dilemma: Don't chase quarters—build inevitabilities.Lead with Context: Replace bottlenecks with clarity and extreme ownership.Sell the Vision: Markets follow narratives, not features.Culture Outruns Capital: Execution habits compound longer than cash.Urgency Wins: Complacency kills more companies than competition.Timestamps: (00:00) Why This Episode Matters (02:18) The Big Idea of The NVIDIA Way by Tae Kim (04:36) Who is Tae Kim? (08:15) Lesson #1: Pain and Suffering Are the Recipe for Greatness (12:35) Lesson #2: Your Reputation Is Your Currency (17:05) Lesson #3: The Innovator's Dilemma Will Come for You (21:45) Lesson #4: Lead With Context, Not Control (25:18) Lesson #5: Don't Just Sell the Product—Sell the Vision (30:00) Lesson #6: Culture Outruns Capital—and the Competition (34:32) Lesson #7: Build Urgency Into the System (38:30) Key Takeaways—3x Reading + 25 Years in Public Markets, VC, and Scaling Deep Tech (41:24) Reflection Why Listen:Learn how NVIDIA survived near-death and built inevitabilities that defined AI.Get 7 leadership and culture principles designed for Series A–IPO scale-ups.See how to evaluate companies not by products, but by the systems that endure.Upgrade your founder or investor lens with actionable coaching questions.Found this valuable? Like, share, and follow. Every signal grows the show—and helps bring you more playbooks from the world's most resilient companies.  

    SpawnCast
    New PS6 Details Leak (and a State of Play Is Coming) | Click R3 #31

    SpawnCast

    Play Episode Listen Later Sep 13, 2025 153:06


    Check out the Spawncast Network: https://www.patreon.com/Spawncast Ryan: https://www.youtube.com/@MysticRyan Spawn: https://www.youtube.com/@SpawnWave #Sony #PS5

    PC Perspective Podcast
    Podcast #836 - Intel & AMD CPU News, NVIDIA GPU Marketshare, Sapphire B850, SK hynix and Samsung SSD Reviews, Ubisoft kills games + MORE!

    PC Perspective Podcast

    Play Episode Listen Later Sep 13, 2025 111:02


    Join us as we battle illness to bring you the pithy, erudite commentary you crave.  That you deserve even.  Start with software designed cores, mix in some Nvidia domination, season with the largest DDoS attack EVaR, then Ubisoft kills games and finish with fast SSDs.  What an evening you are in for.  Timestamps:00:00 Intro00:36 Patreon02:21 Food with Josh04:29 Intel Nova Lake-S has 52 cores?06:05 Software-defined super cores09:15 Intel admits "we didn't have a good offering this year"16:55 AMD launching Ryzen 9000F series CPUs18:51 ASRock AM5 BIOS update20:36 NVIDIA GPU market share is hard to believe25:46 The latest on the Windows 11 SSD failure saga30:18 Sapphire launching B850 motherboards35:59 Arm AI news48:55 Apple iPhone 1755:12 (In)Security Corner1:12:04 Gaming Quick Hits1:23:32 Jeremy reviews the SK hynix P51 Platinum SSD1:33:20 The 8TB Samsung 9100 PRO is ridiculous 1:37:31 Picks of the Week1:48:39 Outro ★ Support this podcast on Patreon ★

    WSJ Minute Briefing
    Nvidia Supplier SK Hynix Shares Hit Record on AI Chip Breakthrough

    WSJ Minute Briefing

    Play Episode Listen Later Sep 12, 2025 3:01


    Plus: Utah's governor calls on the public for help to identify a person of interest in the shooting of Charlie Kirk. And, Beijing sends a stern warning to Mexico about plans to impose tariffs that could hurt Chinese autos. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Software Defined Talk
    Episode 537: YOLO acquisitions

    Software Defined Talk

    Play Episode Listen Later Sep 12, 2025 66:18


    This week, we dig into Atlassian buying The Browser Company, whether Pay Per Crawl makes sense, and Oracle's cloud jackpot. Plus, a quick lesson in Aussie slang. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) 537 (https://www.youtube.com/live/iTFrzM8U2hQ?si=XaRjUM0tMr2aOLVZ) Runner-up Titles "I have a plan to make things slightly better.” Matt Ray comes off the top rope We are in that demographic Flip-flops, thongs, and slides. No Translation Needed Do we have a fashion channel? Why not us too? Let's just try it Hooters adjacent tech story Pay-per-crawl. I don't know how DNS works, nobody does Cool, copyright, I love it Just lots of weird stuff going on. Y'all are weird Rundown Final thought on Australia (https://walkingtheworld.substack.com/p/final-thought-on-australia) Atlassian agrees to acquire The Browser Company for $610 million (https://www.cnbc.com/2025/09/04/atlassian-the-browser-company-deal.html) VMware buying Slide Rocket in 2011 (https://techcrunch.com/2011/04/26/vmware-acquires-online-presentation-application-sliderocket/), which is now ClearSlide (https://www.clearslide.com/product/sliderocket/) An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl (https://stratechery.com/2025/an-interview-with-cloudflare-founder-and-ceo-matthew-prince-about-internet-history-and-pay-per-crawl/) Anthropic Agrees to Pay $1.5 Billion to Settle Lawsuit With Book Authors (https://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html) Apple unveils iPhone 17 Pro and iPhone 17 Pro Max (https://www.apple.com/newsroom/2025/09/apple-unveils-iphone-17-pro-and-iphone-17-pro-max/) Catch up quick | Apple September event highlights (https://youtu.be/31MbUHX7W8k?si=lmDZqRp_SsQykqsr) Apple introduces AirPods Pro 3 with live translation feature (https://arstechnica.com/gadgets/2025/09/new-airpods-pro-3-turn-apples-earbuds-into-fitness-tracker-universal-translator/) Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue (https://www.cnbc.com/2025/08/28/nvidias-top-two-mystery-customers-made-up-39percent-of-its-q2-revenue-.html) Oracle Financial's US parent jumps 27% in extended trading on Tuesday; Here's why - CNBC TV18 (https://www.cnbctv18.com/market/oracle-corp-share-price-jump-q1-results-guidance-data-centre-india-listed-stock-19668521.htm) Relevant to your Interests Google, Apple, and Mozilla Win in the Antitrust Case Google Lost (https://spyglass.org/google-apple-and-mozilla-win-in-the-antitrust-case-google-lost/) Privacy Nightmare: Your Doorbell Camera Is Snitching to Insurance Companies (https://www.gadgetreview.com/privacy-nightmare-your-doorbell-camera-is-snitching-to-insurance-companies) Broadcom Stock Soars as AI Demand Drives Strong Earnings—Crucial Price Levels to Monitor (https://www.investopedia.com/broadcom-stock-soars-as-ai-demand-drives-strong-earnings-crucial-price-levels-to-monitor-11804068) Addressing the unauthorized issuance of multiple TLS certificates for 1.1.1.1 (https://blog.cloudflare.com/unauthorized-issuance-of-certificates-for-1-1-1-1/) Exclusive | Databricks Crosses $4 Billion in Annual Revenue Rate (https://www.wsj.com/tech/ai/databricks-increases-revenue-forecast-to-4-billion-a-year-642897c8) SpaceX strikes $17B deal to buy EchoStar's spectrum for Starlink's direct-to-phone service (https://techcrunch.com/2025/09/08/spacex-strikes-17b-deal-to-buy-echostars-spectrum-for-starlinks-direct-to-phone-service/) Google Cloud CEO sees sunny prospects thanks to AI demand (https://www.theregister.com/2025/09/09/google_cloud_ceo_sees_sunny/) Apple unveils iPhone 17 Pro and iPhone 17 Pro Max (https://www.apple.com/newsroom/2025/09/apple-unveils-iphone-17-pro-and-iphone-17-pro-max/) Catch up quick | Apple September event highlights (https://youtu.be/31MbUHX7W8k?si=lmDZqRp_SsQykqsr) Apple introduces AirPods Pro 3 with live translation feature (https://arstechnica.com/gadgets/2025/09/new-airpods-pro-3-turn-apples-earbuds-into-fitness-tracker-universal-translator/) Claude can now create and use files (https://www.anthropic.com/news/create-files) The $69 Billion Domino Effect: How VMware's Debt-Fueled Acquisition Is Killing Open Source, One Repository at a Time (https://fastcode.io/2025/08/30/the-69-billion-domino-effect-how-vmwares-debt-fueled-acquisition-is-killing-open-source-one-repository-at-a-time/) Nonsense 2025 AI Darwin Award Nominees - Worst AI Failures of the Year (https://aidarwinawards.org/nominees-2025.html) Ground staff strike: KLM cancels over 100 flights on Wednesday - DutchNews.nl (https://www.dutchnews.nl/2025/09/ground-staff-strike-klm-cancels-over-100-flights-on-wednesday/) Listener Feedback Carless People (https://www.amazon.com/Careless-People-Cautionary-Power-Idealism/dp/1250391237) What We've Learned About the Kawhi Leonard Situation—and What We Haven't (https://www.theringer.com/2025/09/09/nba/kawhi-leonard-los-angeles-clippers-steve-ballmer-aspiration-salary-cap-circumvention) Conferences VMUG London (https://my.vmug.com/s/event/a4pVs000000eX25IAE/uk-usercon?filters=%257B%2522baseConditions%2522%3A%255B%257B%2522fieldName%2522%3A%2522acem__Zone__c%2522%2C%2522fieldType%2522%3A%2522ID%2522%2C%2522fieldValue%2522%3A%2522a4vVs0000002wkgIAA%2522%257D%255D%2C%2522tabCondition%2522%3A%2522Upcoming%2522%2C%2522textAreaConditions%2522%3A%255B%255D%2C%2522picklistConditions%2522%3A%255B%255D%2C%2522chatterGroupCondition%2522%3A%257B%2522chatterGroupId%2522%3Anull%257D%2C%2522page%2522%3A5%257D&chatterGroupId&utm_source&utm_medium&utm_campaign), Coté speaking, September 18th. SREDay London (https://sreday.com/2025-london-q3/), Coté speaking, September 18th and 19th. Civo Navigate London (https://www.civo.com/navigate/london/2025), Coté speaking, September 30th. Texas Linux Fest (https://2025.texaslinuxfest.org), Austin, October 3rd to 4th. CF Day EU (https://events.linuxfoundation.org/cloud-foundry-day-europe/), Coté speaking, Frankfurt, October 7th, 2025. AI for the Rest of Us (https://aifortherestofus.live/london-2025), Coté speaking, October 15th-16th, London. Use code SDT20 for 20% off. Wiz Wizdom Conferences (https://www.wiz.io/wizdom), NYC November 3-5, London November 17-19 SREDay Amsterdam (https://sreday.com/2025-amsterdam-q4/), Coté speaking, November 7th. 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: Python: The Documentary | An origin story (https://www.youtube.com/watch?v=GfH4QL4VqJ0) Matt: macOS - Sound Output → another computer beats using a headphone switcher Coté: back to Obsidian (https://obsidian.md). Marriott lifetime platinum luggage tags (https://www.reddit.com/r/marriott/comments/17vtenx/life_time_platinum_luggage_tags_thats_it/), check out this deep dive (https://phillipsloop.com/2024/05/10/review-complimentary-marriott-bonvoy-lifetime-elite-gift/). Photo Credits Header (https://unsplash.com/photos/opera-house-sydney-australia-r2L6vCKaVRk)

    No Payne No Gain Financial Podcast
    Why Warren Buffett Is Betting on Dividends While Everyone Else Chases Hype Ep#217

    No Payne No Gain Financial Podcast

    Play Episode Listen Later Sep 11, 2025 18:38


    In this week's episode, Ryan, Chris, and Courtney dive into the paradox of modern investing: why are so many investors chasing assets like Gold, Bitcoin, and Nvidia, which offer little to no income—while ignoring the historical power of dividend-paying stocks? We unpack a revealing JP Morgan study showing that concludes 55% of the S&P 500's total return since 1987 came from re-invested dividends. Contrary to popular belief, high-flying tech stocks haven't been the primary engine of long-term market returns. In fact, the best-performing U.S. stock over the past 40 years, Altria Group (ticker: MO), formerly known as Philip Morris, is an old-school producer and marketer of tobacco products. From 1985–2025, Altria stock returned an incredible 2,033,839%, a $1,000 invested in 1985 would be worth over $20 million today! Even more remarkably, over 80% of that return can be attributed to dividend reinvestment. But here's the twist—dividend paying value stocks have been underperforming their growth stock counterparts over the past decade, driven by themes like AI, have dramatically outperformed. Is this just a temporary anomaly? Will markets revert to the mean? Are dividend stocks about to make a comeback? Warren Buffett's Berkshire Hathaway is betting big on income-rich sectors like healthcare and energy instead of chasing the current hype around the Magnificent 7. With many high-yielding stocks trading at steep discounts to the tech-heavy S&P 500, is now the time to lean into income? We give you the “Payne Perspective.” We also tackle the recent signs of weakness in the labor market—and what it really reveals about the underlying health of the economy. Are Wall Street economists missing the mark yet again? The stock market is hitting all-time highs, economic growth is accelerating, and corporate profits are trending upward, all forward-looking indicators that point to a continued expansion. So, do we truly need more rate cuts? Or is the Federal Reserve simply spiking the punch bowl—risking an overheated economy and inflated asset prices? We break it all down and share exactly what we think.