Podcasts about Nvidia

American technology company

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    Latest podcast episodes about Nvidia

    On The Tape
    What's The Vibe As Stocks Dip & Yields Rip?

    On The Tape

    Play Episode Listen Later Sep 3, 2025 33:28


    Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    Possible
    Reid riffs on AI adoption, NVIDIA, and AI's impact on entry-level jobs

    Possible

    Play Episode Listen Later Sep 3, 2025 23:11


    This week, Reid and Aria discuss the challenges around integrating AI into organizations and workspaces, China's recent pivot away from NVIDIA, and OpenAI's new $50 million NGO-focused fund. Reid also offers his take on a recent Stanford study that looks at entry-level jobs at risk of AI replacement.  For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/ 

    Trading Justice
    September Seasonality | Nvidia Earnings Impact | Jobs Report Scenarios

    Trading Justice

    Play Episode Listen Later Sep 2, 2025 62:17


    The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.

    Squawk Pod
    5 Things to Know Before the Opening Bell 9/2/2025

    Squawk Pod

    Play Episode Listen Later Sep 2, 2025 1:36


    The 5 things you need to know before the stock market opens today: Nvidia shares are under pressure after reports Alibaba is developing a competing AI chip, Alibaba's Hong Kong shares jumped nearly 20 percent on strong cloud growth, OpenAI is exploring partners to build a massive data center in India, Vogue editor Anna Wintour has chosen her successor, and the Powerball jackpot has climbed to $1.3 billion. 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.

    The Investopedia Express with Caleb Silver
    Over-Concentrated or Over-Diversified?

    The Investopedia Express with Caleb Silver

    Play Episode Listen Later Sep 2, 2025 34:50


    With the stock market near record highs again, and nearly every valuation metric pointing to extremes, are we at the precipice of our own “irrational exuberance” moment, or just riding this bull through an AI infused multiple expansion that could last for years? We go inside the charts with Ian Dunlap, aka “The Master Investor,” and founder of the Red Panda Stock Club. Also, ETFs now exceed single stocks, begging the question if we are over-diversified in a world where stocks like Nvidia dominate index funds. And, what to watch this week as the labor market faces its latest test. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Mining Stock Daily
    Market Crossroads: Gold's All-Time Highs vs. Equity Volatility with Tony Greer

    Mining Stock Daily

    Play Episode Listen Later Sep 2, 2025 16:41


    n this episode of Mining Stock Daily, join Trevor Hall and Tony Greer from TG Macro for a deep dive into the current market landscape. They explore gold's "raging" ascent to new all-time highs, driven by the ongoing destruction of fiat currency and significant geopolitical events, while also cautioning about potential false breakouts. The discussion then shifts to struggling equity markets, analyzing the historical volatility of September and the evolving market leadership beyond technology and semiconductors. Tony Greer pinpoints Nvidia as a key market risk but also identifies potential buying opportunities in the S&P 500 amidst expected pullbacks. This insightful market update balances technical indicators with fundamental drivers, offering a clear perspective on the "obvious complexion change" in global financial markets.

    Growthaholics
    Ambição ainda move o mundo? | Com Sandro Magaldi, José Salibi Neto e Almir Araújo | Painel ACE Summit 2025

    Growthaholics

    Play Episode Listen Later Sep 2, 2025 43:45


    A ambição saiu de moda? Em tempos de quiet ambition e equilíbrio entre vida pessoal e profissional, será que ainda existe espaço para metas ousadas, cultura de alta performance e vontade de mudar o jogo?Neste episódio especial, você ouve o painel mais provocador do ACE Summit 2025, com Pedro Waengertner mediando uma conversa franca com José Salibi Neto e Sandro Magaldi (autores de Gestão do Amanhã) e Almir Araújo (Head de inovação digital da BASF).O papo foi direto ao ponto:

    This Week in Tech (Video HI)
    TWiT 1047: Nerd Harder! - From Cloudflare's Internet Gatekeeping to AI's Labor Threat

    This Week in Tech (Video HI)

    Play Episode Listen Later Sep 1, 2025 174:51 Transcription Available


    Cloudflare's latest moves to police who can access the internet and governments' push for age verification set off alarms for the future of the open web, as panelists debate the hidden costs of centralization and regulation. Microsoft fires four workers for on-site protests over company's ties to Israe Taco Bell rethinks AI drive-through after man orders 18,000 water Nvidia says two mystery customers accounted for 39% of Q2 revenu FBI cyber cop: Salt Typhoon pwned 'nearly every American Mastodon says it doesn't 'have the means' to comply with age verification law UK's Online Safety Act censors the internet — a preview of US proposal Meta updates chatbot rules to avoid inappropriate topics with teen user Meta reportedly allowed unauthorized celebrity AI chatbots on its service UK's demand for Apple backdoor may have been broader than previously though Bluesky now platform of choice for science communit SpaceX's giant Starship Mars rocket nails critical 10th test flight in stunning comeback FCC rejects calls for cable-like fees on broadband providers The web does not need gatekeepers Intel warns a US equity stake could trigger "adverse reactions" US firms are racing through a $1 trillion buyback spree in record time Microsoft reveals two in-house AI models Authors celebrate "historic" settlement coming soon in Anthropic class action A rule exempting small packages from tariffs is ending today Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops Germany fines economist Thomas Vierhaus €16,100 for sarcastic X posts1 Google wants to make sideloading Android apps safer by verifying developers' identities South Korea bans smartphones in all middle and elementary school classrooms Host: Leo Laporte Guests: Shoshana Weissmann, Cory Doctorow, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit ZipRecruiter.com/twit NetSuite.com/TWIT zscaler.com/security smarty.com/twit

    All TWiT.tv Shows (MP3)
    This Week in Tech 1047: Nerd Harder!

    All TWiT.tv Shows (MP3)

    Play Episode Listen Later Sep 1, 2025 174:51 Transcription Available


    Cloudflare's latest moves to police who can access the internet and governments' push for age verification set off alarms for the future of the open web, as panelists debate the hidden costs of centralization and regulation. Microsoft fires four workers for on-site protests over company's ties to Israe Taco Bell rethinks AI drive-through after man orders 18,000 water Nvidia says two mystery customers accounted for 39% of Q2 revenu FBI cyber cop: Salt Typhoon pwned 'nearly every American Mastodon says it doesn't 'have the means' to comply with age verification law UK's Online Safety Act censors the internet — a preview of US proposal Meta updates chatbot rules to avoid inappropriate topics with teen user Meta reportedly allowed unauthorized celebrity AI chatbots on its service UK's demand for Apple backdoor may have been broader than previously though Bluesky now platform of choice for science communit SpaceX's giant Starship Mars rocket nails critical 10th test flight in stunning comeback FCC rejects calls for cable-like fees on broadband providers The web does not need gatekeepers Intel warns a US equity stake could trigger "adverse reactions" US firms are racing through a $1 trillion buyback spree in record time Microsoft reveals two in-house AI models Authors celebrate "historic" settlement coming soon in Anthropic class action A rule exempting small packages from tariffs is ending today Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops Germany fines economist Thomas Vierhaus €16,100 for sarcastic X posts1 Google wants to make sideloading Android apps safer by verifying developers' identities South Korea bans smartphones in all middle and elementary school classrooms Host: Leo Laporte Guests: Shoshana Weissmann, Cory Doctorow, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit ZipRecruiter.com/twit NetSuite.com/TWIT zscaler.com/security smarty.com/twit

    Radio Leo (Audio)
    This Week in Tech 1047: Nerd Harder!

    Radio Leo (Audio)

    Play Episode Listen Later Sep 1, 2025 174:51 Transcription Available


    Cloudflare's latest moves to police who can access the internet and governments' push for age verification set off alarms for the future of the open web, as panelists debate the hidden costs of centralization and regulation. Microsoft fires four workers for on-site protests over company's ties to Israe Taco Bell rethinks AI drive-through after man orders 18,000 water Nvidia says two mystery customers accounted for 39% of Q2 revenu FBI cyber cop: Salt Typhoon pwned 'nearly every American Mastodon says it doesn't 'have the means' to comply with age verification law UK's Online Safety Act censors the internet — a preview of US proposal Meta updates chatbot rules to avoid inappropriate topics with teen user Meta reportedly allowed unauthorized celebrity AI chatbots on its service UK's demand for Apple backdoor may have been broader than previously though Bluesky now platform of choice for science communit SpaceX's giant Starship Mars rocket nails critical 10th test flight in stunning comeback FCC rejects calls for cable-like fees on broadband providers The web does not need gatekeepers Intel warns a US equity stake could trigger "adverse reactions" US firms are racing through a $1 trillion buyback spree in record time Microsoft reveals two in-house AI models Authors celebrate "historic" settlement coming soon in Anthropic class action A rule exempting small packages from tariffs is ending today Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops Germany fines economist Thomas Vierhaus €16,100 for sarcastic X posts1 Google wants to make sideloading Android apps safer by verifying developers' identities South Korea bans smartphones in all middle and elementary school classrooms Host: Leo Laporte Guests: Shoshana Weissmann, Cory Doctorow, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit ZipRecruiter.com/twit NetSuite.com/TWIT zscaler.com/security smarty.com/twit

    Rockstars del Dinero
    232.Rodrigo Pacheco: ¿Burbuja o revolución tecnológica? El futuro de la IA y la economía

    Rockstars del Dinero

    Play Episode Listen Later Sep 1, 2025 69:09


    En este episodio converso con Rodrigo Pacheco, una de las voces más lúcidas cuando se trata de entender la economía, los mercados y el impacto real de la tecnología en nuestras vidas. Hablamos sobre la resiliencia económica de México en 2025, el papel de Claudia Sheinbaum como presidenta y la tensión creciente con Estados Unidos. También discutimos el impacto del nearshoring, la revolución industrial comprimida que representa la inteligencia artificial y los jugadores que están dominando esta nueva era: OpenAI, Anthropic, Nvidia, Meta, Palantir y más. Este episodio es una masterclass en geoeconomía, tecnología y escenarios futuros. Si quieres entender qué está pasando realmente en los mercados, por qué no estamos en recesión, y qué puedes hacer para no quedarte fuera del mayor salto tecnológico de la historia, tienes que escucharlo. ✨ Y si quieres dar el siguiente paso y vivir en primera persona la experiencia Wealth Mastery, únete a nosotros. Es más que un evento: es un espacio diseñado para que transformes tu mentalidad, entiendas el juego de la riqueza y comiences a invertir con estrategia y visión de futuro.

    All TWiT.tv Shows (Video LO)
    This Week in Tech 1047: Nerd Harder!

    All TWiT.tv Shows (Video LO)

    Play Episode Listen Later Sep 1, 2025 174:51 Transcription Available


    Cloudflare's latest moves to police who can access the internet and governments' push for age verification set off alarms for the future of the open web, as panelists debate the hidden costs of centralization and regulation. Microsoft fires four workers for on-site protests over company's ties to Israe Taco Bell rethinks AI drive-through after man orders 18,000 water Nvidia says two mystery customers accounted for 39% of Q2 revenu FBI cyber cop: Salt Typhoon pwned 'nearly every American Mastodon says it doesn't 'have the means' to comply with age verification law UK's Online Safety Act censors the internet — a preview of US proposal Meta updates chatbot rules to avoid inappropriate topics with teen user Meta reportedly allowed unauthorized celebrity AI chatbots on its service UK's demand for Apple backdoor may have been broader than previously though Bluesky now platform of choice for science communit SpaceX's giant Starship Mars rocket nails critical 10th test flight in stunning comeback FCC rejects calls for cable-like fees on broadband providers The web does not need gatekeepers Intel warns a US equity stake could trigger "adverse reactions" US firms are racing through a $1 trillion buyback spree in record time Microsoft reveals two in-house AI models Authors celebrate "historic" settlement coming soon in Anthropic class action A rule exempting small packages from tariffs is ending today Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops Germany fines economist Thomas Vierhaus €16,100 for sarcastic X posts1 Google wants to make sideloading Android apps safer by verifying developers' identities South Korea bans smartphones in all middle and elementary school classrooms Host: Leo Laporte Guests: Shoshana Weissmann, Cory Doctorow, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit ZipRecruiter.com/twit NetSuite.com/TWIT zscaler.com/security smarty.com/twit

    Sensemaker
    Is the AI bubble about to burst?

    Sensemaker

    Play Episode Listen Later Sep 1, 2025 5:42


    Computer chip company Nvidia's revenue is soaring to record highs, but an MIT report found 95% of companies investing in generative AI haven't made money from it.Writer: Poppy BullardProducer: Poppy BullardHost: Claudia WilliamsEpisode photography: Joe MeeExecutive Producer: Rebecca Moore Hosted on Acast. See acast.com/privacy for more information.

    The Contrarians with Adam and Adir
    CSL and Reece Blame WFH for Woes, Site Minder Deep Dive, Qantas Roars, Nvidia Delivers (for now), Blackbird, Sydney v Melbourne and KPop Demon Hunters

    The Contrarians with Adam and Adir

    Play Episode Listen Later Sep 1, 2025 105:37


    The guys destroy CSL and Reece’s WFH Excuse, Adir breaks down Site Minder’s huge surge, Qantas delivers a record result, Nvidia hits new highs but are grey skies looming, Blackbird’s Class of 2015, Sydney Outshines Dan Andrews’ Hellhole and KPop Rules. Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

    The Daily Crunch – Spoken Edition
    Murder at Burning Man turns Silicon Valley's desert playground into a crime scene plus Nvidia's two mystery customers

    The Daily Crunch – Spoken Edition

    Play Episode Listen Later Sep 1, 2025 5:42


    A homicide investigation has rocked the final days of Burning Man after a man was found dead “lying in a pool of blood” Saturday night at the Nevada desert festival, according to the Pershing County Sheriff's Office. According to the New York Times, the grim discovery occurred around 9:14 p.m. just as the festival's iconic wooden “Man” effigy began its traditional burn. Also, customers, according to a filing with the Securities and Exchange Commission. Last week the chipmaker reported record revenue of $46.7 billion during the quarter that ended on July 27 — a 56% year-over-year increase largely driven by the AI data center boom. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Radio Leo (Video HD)
    This Week in Tech 1047: Nerd Harder!

    Radio Leo (Video HD)

    Play Episode Listen Later Sep 1, 2025 174:51 Transcription Available


    Cloudflare's latest moves to police who can access the internet and governments' push for age verification set off alarms for the future of the open web, as panelists debate the hidden costs of centralization and regulation. Microsoft fires four workers for on-site protests over company's ties to Israe Taco Bell rethinks AI drive-through after man orders 18,000 water Nvidia says two mystery customers accounted for 39% of Q2 revenu FBI cyber cop: Salt Typhoon pwned 'nearly every American Mastodon says it doesn't 'have the means' to comply with age verification law UK's Online Safety Act censors the internet — a preview of US proposal Meta updates chatbot rules to avoid inappropriate topics with teen user Meta reportedly allowed unauthorized celebrity AI chatbots on its service UK's demand for Apple backdoor may have been broader than previously though Bluesky now platform of choice for science communit SpaceX's giant Starship Mars rocket nails critical 10th test flight in stunning comeback FCC rejects calls for cable-like fees on broadband providers The web does not need gatekeepers Intel warns a US equity stake could trigger "adverse reactions" US firms are racing through a $1 trillion buyback spree in record time Microsoft reveals two in-house AI models Authors celebrate "historic" settlement coming soon in Anthropic class action A rule exempting small packages from tariffs is ending today Framework is working on a giant haptic touchpad, Trackpoint nub, and eGPU for its laptops Germany fines economist Thomas Vierhaus €16,100 for sarcastic X posts1 Google wants to make sideloading Android apps safer by verifying developers' identities South Korea bans smartphones in all middle and elementary school classrooms Host: Leo Laporte Guests: Shoshana Weissmann, Cory Doctorow, and Louis Maresca Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: shopify.com/twit ZipRecruiter.com/twit NetSuite.com/TWIT zscaler.com/security smarty.com/twit

    Hoje no TecMundo Podcast
    FALHA GRAVE no WhatsApp expõe iPhones! Mega golpe de R$ 420 milhões; NOVAS regras do PIX e mais!

    Hoje no TecMundo Podcast

    Play Episode Listen Later Sep 1, 2025 12:40


    O WhatsApp confirmou uma falha de segurança crítica que permitiu a espionagem de usuários, explorando uma brecha no sistema da Apple; Hackers desviam R$ 420 milhões do HSBC por transferências Pix; Novas regras do Pix vão facilitar a devolução de quantias roubadas em golpes; CEO da Nvidia diz que a IA ‘provavelmente' trará semanas de trabalho de 4 dias e Eclipse solar mais longo do século transformará o dia em noite durante 6 minutos em 2027.

    Collect Cash
    How I Am Getting RICH with Options Trading ($400 Weekly)

    Collect Cash

    Play Episode Listen Later Sep 1, 2025 12:48


    See my $285,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsJoin the discord: ⁠https://discord.gg/AasPBy3KkyCheck out these AMAZING Deals: https://amzn.to/3NGmBPTI have been printing money doing options trading lately. Today I talk about the pros and cons of options trading including covered calls and cash secured puts on NVIDIA stock. Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

    Canard PC
    [CTRL TECHNIQUE #12] Salade fraîche AMD Intel Nvidia sauce Commodore !

    Canard PC

    Play Episode Listen Later Sep 1, 2025 60:49


    Soutenez cette chaîne pour 3€ par mois et accédez en avant-première aux VOD de cette émission : https://fr.ulule.com/canardpc/Ces gens écrivent des trucs sur le jeu vidéo ! : https://www.canardpc.comTous nos magazines papiers et nos offres d'abonnement : https://boutique.canardpc.com Les derniers numéro de Canard PC : https://boutique.canardpc.com/common/categories/4Et Canard PC Hardware : https://boutique.canardpc.com/common/categories/7 Ecoutez l'émission en podcast: https://linktr.ee/canardpc Retrouvez-nous aussi:► Twitch : https://www.twitch.tv/canardpc► Twitter : https://twitter.com/Canardpcredac► Facebook : https://www.facebook.com/CanardPCmagazine► Instagram : https://www.instagram.com/canardpc/► Discord : https://discord.gg/nJJFe9r► Tiktok : @canardpcredac Replay de l'émission du 27/08/25. Crédits :Présenté par : Olivier ''ackboo'' PeronAvec la participation de : Arnaud "Caféine" Chaudron Réalisation : Jean-Ludovic " Monsieur Chat " Vignon. Musique : Stéphane "Fishbone" Hébert, alias FB-1, disponible sur BandCamp : https://fb-1.bandcamp.com/album/canardpc-tv Tous droits réservés Presse Non-Stop / Canard PC. Aucun youtubeur n'a été maltraité pendant le tournage.

    BizNews Radio
    BN Briefing: RIP Neil de Beer; CT's deadly N2 attacks; SA MPs living lavishly; Nvidia results shock

    BizNews Radio

    Play Episode Listen Later Sep 1, 2025 29:05


    In today's BizNews Briefing, we honour Neil de Beer, a true patriot and a national treasure. Also on the agenda: Cape Town's deadly N2 gauntlet, shocking revelations about the perks and pay of South African MPs, Nvidia's results shaking global markets, Cell C's high-stakes restructure, Bidvest's steady but pressured numbers, and CA Sales' strong growth despite currency headwinds.

    The Circuit
    EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs.

    The Circuit

    Play Episode Listen Later Aug 31, 2025 56:30


    In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers, particularly highlighting Dell's position in the market. The discussion also touches on the nuances of CapEx spending and the importance of clear communication from companies to investors.

    TD Ameritrade Network
    NVDA to $200 "With or Without" China, Watch A.I. Ecosystem Growth

    TD Ameritrade Network

    Play Episode Listen Later Aug 31, 2025 7:02


    Sarah Kunst calls Nvidia's (NVDA) earnings "solid," noting strong growth despite multiple headwinds tackling the A.I. behemoth. Even as Nvidia seeks to grow into an A.I. ecosystem beyond building chips, Sarah argues that it will take time to separate the company from anything other than that. Joe Tigay maintains his bullish stance on the company, citing "tremendous" data center growth despite the miss on expected revenue. He makes the case that Nvidia will hit $200 "with or without" China.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

    Farklı Düşün
    iPhone 17 Beklentileri, AI'da Geri Kalmak, put.io, Helldivers II, Switch 2

    Farklı Düşün

    Play Episode Listen Later Aug 31, 2025 134:50


    Bu bölümde 9 Eylül'deki iPhone etkinliğinden beklentilerimiz, AI'da geri kalma konusu, put.io sayesinde izlediklerimiz, Helldivers II oyunu ve Switch 2 üzerine sohbet ettik.Bizi dinlemekten keyif alıyorsanız, kahve ısmarlayarak bizi destekleyebilir ve Telegram grubumuza katılabilirsiniz. :)Yorumlarınızı, sorularınızı ya da sponsorluk tekliflerinizi info@farklidusun.net e-posta adresine iletebilirsiniz.Zaman damgaları:00:00 - Giriş04:45 - iPhone 17 Beklentileri18:20 - NVIDIA Çeyrek Sonuçları,29:13 - AI'da Geri Kalmak41:50 - İzlediklerimiz, put.io1:18:05 - Okuduklarımız1:45:14 - Switch 2, Donkey Kong Bananza1:59:40 - Oynadıklarımız, Helldivers II2:12:22 - Haftanın albümleriBölüm linkleri:MonoforiPhone 17 Pro DedikodularıiPhone 17 Air DedikodularıiPhone Cameras are Actually Really GoodNvidia, the asset manager, had a massive Q2 thanks to CoreWeave's rallyWhat's really happening with the hires at Meta Superintelligence LabsGary Marcusput.ioDunston Checks InSouth ParkTryingF1: The MovieThe Zone of InterestAlien: EarthThe BrutalistPhantom ThreadThe Motern MethodA Very Short History of the Israel–Palestine ConflictMaterial World: A Substantial Story of Our Past and FutureCaps LockStatus and CultureThe Railway JourneyPlatonicAlien: EarthHelldivers IIDonkey Kong BananzaSword of the SeaGorilla ManorMy Finest Work Yet

    The Rundown
    Why Nvidia's Grip on China Won't Last Forever | Gil Luria

    The Rundown

    Play Episode Listen Later Aug 31, 2025 18:33


    China is becoming the biggest swing factor for Nvidia's future. Just like Apple before it, Nvidia is facing a shrinking share of the Chinese market as competition from Huawei intensifies and U.S.–China tensions escalate. Gil Luria, Head of Technology Research at D.A. Davidson, breaks down why CapEx spending on AI is still surging, whether this boom is sustainable, and if the current frenzy has shades of a bubble, or the foundation for something bigger.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

    Fernando Ulrich
    O capitalismo socialista de Trump

    Fernando Ulrich

    Play Episode Listen Later Aug 31, 2025 18:38


    Estamos vendo nascer um novo capitalismo de Estado nos EUA? Sob Donald Trump, cresce a intervenção do governo em empresas estratégicas — da Apple à Intel, passando pela Nvidia, AMD e até Coca-Cola. Tarifas, acordos bilaterais e até participação acionária do Estado mostram como o “capitalismo com características trumpistas” está mudando a economia americana. Mas até onde isso pode ir?

    The Tech Blog Writer Podcast
    Private AI Takes Center Stage at VMware Explore with Broadcom's Tasha Drew

    The Tech Blog Writer Podcast

    Play Episode Listen Later Aug 30, 2025 19:22


    At VMware Explore in Las Vegas, the buzz wasn't just about generative AI, but about where and how it should run. My guest is Tasha Drew, Director of Engineering for the AI team in the VMware Cloud Foundation division at Broadcom, who has been at the center of this conversation. Fresh off the main stage, where she helped debut VMware's new Private AI Services and Intelligent Assist for VMware Cloud Foundation, Tasha joins me to unpack what these announcements mean for enterprises grappling with privacy, cost, and integration challenges. Tasha explains why private AI is resonating so strongly in 2025, outlining the three pillars that define it: protecting sensitive intellectual property, managing regulated or high-value data, and ensuring role-based control of fine-tuned models. She shares how organizations often start their AI journey in the public cloud, but as experimentation turns to production, cost pressures, data compliance, and proximity to data drive them toward private AI. We also dive into VMware's own evolution toward building an AI-native private cloud platform. Tasha highlights the journey from deep learning VMs and Jupyter notebooks to full AI platform services that empower IT teams to deliver models efficiently, save money, and accelerate deployment of retrieval-augmented generation (RAG) applications. She introduces Intelligent Assist for VMware Cloud Foundation, an AI-powered guide that helps teams navigate complex deployments with context-aware support and step-by-step instructions. Beyond the technology, Tasha reflects on the broader ecosystem shifts, from partnerships with NVIDIA and AMD to the role of Model Context Protocol (MCP) in breaking down integration barriers between enterprise systems. She believes MCP represents a turning point, enabling seamless workflows between platforms that historically lacked incentive to work together. This conversation captures a pivotal moment where private AI is moving from theory into enterprise adoption. For leaders weighing their next move, Tasha provides both the strategic framing and the technical insight to understand why private AI has become one of the most talked-about forces shaping enterprise IT today.

    Everyone Talks To Liz Claman – FOX News Radio
    The Man Who Sees The Future: My Conversation With Nvidia CEO Jensen Huang

    Everyone Talks To Liz Claman – FOX News Radio

    Play Episode Listen Later Aug 30, 2025 16:04


    Last month, the multinational tech company Nvidia became the first company in the world to surpass $4 trillion in market value. Nvidia CEO Jensen Huang joined the Claman Countdown to discuss the company's financial performance, which is due to the growing demand for artificial intelligence.  Jensen explains how the Trump administration may interfere with their growing success. He highlights how A.I. is changing the business landscape; however, his company remains optimistic about the opportunities that A.I. will provide. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    China In Focus
    U.S.-china Trade Talks: Who Holds the Leverage - China in Focus

    China In Focus

    Play Episode Listen Later Aug 30, 2025 23:31


    00:00 Intro01:03 US-China Trade Talks: Who Holds the Leverage04:45 De Minimis Ends: What It Means for US Shoppers07:09 China Spies on Calls, Texts in Over 80 Countries08:26 DOD Probes Microsoft's China Coders on Military Projects09:21 Texas Bans Foreign Adversaries from Buying Land10:33 Trump Eyes Renaming Pentagon ‘Department of War'13:12 Taiwan Has a Right to Remain Free: Senator15:25 British Aircraft Carrier Docks in Tokyo for Mission15:51 Japan, India Deepen Security Ties to Counter China16:42 China to Stage Military Parade with Sanctioned Leaders18:08 China Fuels War in Burma, Threatens US Security21:39 Alibaba Unveils AI Chip to Compete with Nvidia

    TD Ameritrade Network
    Using NVDA Options in "Slower and Steadier" Trade, AVGO "Sneaky" A.I. Player

    TD Ameritrade Network

    Play Episode Listen Later Aug 30, 2025 7:14


    "People aren't as excited with Nvidia's earnings as they used to be," says Danielle Shay, but she believes the reaction is more "normalized" compared to the past. She believes it opens more opportunities on the options front for Nvidia (NVDA). She talks about how the "slower" price action in the market leader shaped how trader utilize Nvidia options. Sticking with A.I., Danielle likes Broadcom (AVGO), saying its recent price action is a "great sign" for the long-term. Danielle late talks about why Roblox (RBLX) can see a breakout in the near-future.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

    Grumpy Old Geeks
    711: Oh Thank Heaven

    Grumpy Old Geeks

    Play Episode Listen Later Aug 29, 2025 44:45


    Remember when we thought AI was going to bring about utopia or Skynet? Turns out, it's mostly just a bunch of fancy spreadsheets, a potential bubble ready to burst (looking at you, Nvidia), and a legal minefield. We're talking wrongful death lawsuits because a chatbot encouraged suicide, OpenAI admitting their 'safety controls degrade,' and then secretly siccing the cops on users. Plus, the Citizen app's AI can't even tell a murder vehicle from a motor vehicle, and Grok 2.5 is now open source if you want to invite that chaos into your life. Also, don't ask Google if 1995 was 30 years ago, because apparently, AI can't do basic math.Meanwhile, the adults in the room are just doing what they do: the U.S. government is buying a chunk of Intel, while Trump wants to "design" government websites (with badly edited photos, naturally). Meta's own AI stuff is so bad they're just licensing Midjourney's tech, proving it's always easier to buy than build. Apple TV+ raised its prices, and Spotify finally figured out how to let you DM songs. Over at Apple Fitness, it seems the execs are fostering a "toxic workplace environment," because who knew working out could be so hardcore? Oh, and Chipotle is doing drone delivery now. Welcome to Zipotle, because getting off your ass is apparently too much to ask.As for what we're actually watching, it's a mixed bag. Star Trek: Strange New Worlds' documentary episode was... fine, but Paramount's axing jobs and "un-renewing" Dexter: Original Sin to focus on Dexter: Resurrection (because that always works out). We're trying to keep up with Alien: Earth, Wednesday, and Upload, but good luck with those staggered release dates. Apple TV+ has some good sci-fi, but Foundation might just be a hate-watch for Brian. And in the library, we've got Budgie's surprisingly depressing memoir and some solid sci-fi from Scott Meyer and Dennis E. Taylor. It's almost enough to make you miss the simpler times before AI broke everything.Sponsors:CleanMyMac - clnmy.com/Grumpyoldgeeks - Use code OLDGEEKS for 20% off.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/711FOLLOW UPWelcome to Acast Ads Academy - your go-to learning destination for podcast advertising.Deep Questions with Cal Newport - Ep. 367: What if AI Doesn't Get Much Better Than This?AI Bubble Watch: Nvidia Shares Skid on Middling Q2 ResultsReports Of AI Not Progressing Or Offering Mundane Utility Are Often Greatly ExaggeratedIN THE NEWSThe US government is taking an $8.9 billion stake in IntelTrump is forming a 'National Design Studio' to spruce up government websitesTrump Mobile is promoting its smartphone with terribly edited photos of other brands' productsChatGPT Lawsuit Over Teen's Suicide Could Lead to Big Tech ReckoningOpenAI Admits Safety Controls 'Degrade,' As Wrongful Death Lawsuit Grabs HeadlinesOpenAI Says It's Scanning Users' ChatGPT Conversations and Reporting Content to the PoliceHuge Number of Authors Stand to Get Paid After Anthropic Agrees to Settle Potentially $1 Trillion LawsuitMeta is licensing Midjourney's AI image and video techMidJourney TVCitizen Is Using AI to Generate Crime Alerts With No Human Review. It's Making a Lot of MistakesYou can now download and tweak Grok 2.5 for yourself as it goes open sourceMEDIA CANDYStar Trek: Strange New WorldsParamount Job Cuts In Excess Of 2,500 Coming In November, With Cost Savings To Exceed $2 Billion‘Dexter: Original Sin' Un-Renewed as Paramount Opts Out of Second SeasonAlien: EarthWednesdayUpload‘The Institute' Renewed for Second Season at MGM+Apple TV+ subscriptions just rose to $13 a monthSpotify is adding DMsAPPS & DOODADSApple fitness exec accused of creating toxic workplace environmentZipotle: Chipotle, Zipline Launch Drone Food Delivery in DallasAT THE LIBRARYThe Absence: Memoirs of a Banshee Drummer by BudgieMaster of Formalities by Scott MeyerFlybot by Dennis E. TaylorCLOSING SHOUT-OUTS'Was 1995 30 years ago?' Google's AI overviews is having issues with a simple questionSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    WSJ What’s News
    Alibaba Develops a New AI Chip to Fill Nvidia Void

    WSJ What’s News

    Play Episode Listen Later Aug 29, 2025 15:20


    A.M. Edition for Aug 29. Alibaba's new chip will be made in China and seeks to offer an alternative to Nvidia's H20, as local companies work to build up an arsenal of homegrown technology. Plus, President Trump's trade policy, as well as higher commodity costs, are starting to trickle down to Americans' wallets, with a number of major U.S. firms saying they are raising prices on household staples. And WSJ columnist James Mackintosh explains why markets aren't panicking about President Trump's efforts to remove the Federal Reserve's Lisa Cook. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Compound Show with Downtown Josh Brown
    The Bull Market in Electricity

    The Compound Show with Downtown Josh Brown

    Play Episode Listen Later Aug 29, 2025 66:37


    On episode 206 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: http://public.com/compound Learn more about Vanguard by visiting: https://www.vanguard.com/audio Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    WSJ Tech News Briefing
    TNB Tech Minute: Alibaba Creates AI Chip to Help China Fill Nvidia Void

    WSJ Tech News Briefing

    Play Episode Listen Later Aug 29, 2025 2:48


    Plus: competition in China's food-delivery industry shows up in Alibaba Group's results. And Dell Technologies raises full-year outlook amid strong AI demand. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Marketplace Tech
    Bytes: Week in Review – Spotify is sliding into our DMs

    Marketplace Tech

    Play Episode Listen Later Aug 29, 2025 9:59


    Chipmaker NVIDIA reported quarterly earnings this week and they were strong - better than expected, even. NVIDIA's sales rose last quarter by over 50% though its data center business was a little softer than expected. So why did share prices fall? Plus, OpenAI says it's updating ChatGPT to better handle mental distress. And Spotify is sliding into our DMs. The music streamer has launched a messaging system on its platform. Marketplace's Meghan McCarty Carino spoke with Jewel Burks Solomon, managing partner at Collab Capital, about all these headlines for this week's Marketplace Tech Bytes: Week in Review.

    Marketplace All-in-One
    Are we in an AI bubble?

    Marketplace All-in-One

    Play Episode Listen Later Aug 29, 2025 6:25


    Much of the movement of the S&P 500 stock index is driven by just seven stocks. Known as the “Magnificent Seven,” they comprise Nvidia, Apple, Microsoft, Amazon, Meta, Alphabet, and Tesla, and are valued at around $20 trillion. Is this a bubble ready to burst? An overvaluation? Or something else entirely? But before we get to that story, we'll learn more about the first court hearing in a case that tests the Federal Reserve's independence.

    Marketplace All-in-One
    Bytes: Week in Review – Spotify is sliding into our DMs

    Marketplace All-in-One

    Play Episode Listen Later Aug 29, 2025 9:59


    Chipmaker NVIDIA reported quarterly earnings this week and they were strong - better than expected, even. NVIDIA's sales rose last quarter by over 50% though its data center business was a little softer than expected. So why did share prices fall? Plus, OpenAI says it's updating ChatGPT to better handle mental distress. And Spotify is sliding into our DMs. The music streamer has launched a messaging system on its platform. Marketplace's Meghan McCarty Carino spoke with Jewel Burks Solomon, managing partner at Collab Capital, about all these headlines for this week's Marketplace Tech Bytes: Week in Review.

    This Week in Startups
    KPop Demon Hunters breaks records, Grok speeds up, and an AI-powered browser deep dive | E2171

    This Week in Startups

    Play Episode Listen Later Aug 29, 2025 60:50


    Today's show:*“KPop Demon Hunters” is one of the year's biggest smashes… AFTER Sony sold it off to Netflix for cheap! Hear about what went wrong with one of the year's worst deals…PLUS Grok is counting on SPEED to help it outpace rivals… How Rep. Ritchie Torres (D-NY) ran into trouble on the podcast circuit… Nvidia's big earnings report, and why everyone is watching that company in particular SO closely… PLUS a new Polymarket predicting the future of OpenAI!Timestamps:(0:00) How Sony missed out on “Kpop Demon Hunters”(10:15) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(11:20) Show continues…(13:59) Why some politicians struggle so much on podcasts(19:30) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(20:53) Show continues…(30:24) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twist(31:37) Grok is relying on SPEED to outpace rivals… and it's working(41:23) Are AI companies playing a mega-budget game of chicken?(42:31) Why everyone's watching Nvidia's earnings so closely(47:50) Jason says he'll NEVER go back to a non-AI browser(53:32) Polymarket: Is OpenAI going to release their own browser?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(19:30) AWS Activate - AWS Activate helps startups bring their ideas to life. Apply to AWS Activate today to learn more. Visit aws.amazon.com/startups/credits(30:24) Alphasense - Get deeper insights into your business with the power of AI search and market intelligence. Start with a free trial at https://www.alpha-sense.com/twistReady to level up your AI collaborations?Head to www.claude.ai/twistYou can't do everything we're doing without a paid plan…But TWiST listeners get 50% off their first three months of Claude Pro.Just go to Claude dot AI Slash TWiST to get started.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

    On The Tape
    No Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” Facade

    On The Tape

    Play Episode Listen Later Aug 29, 2025 37:32


    Dan Nathan and Guy Adami of the RiskReversal Podcast discuss various market metrics, including the S&P 500 trading at an all-time high, the VIX, the US Dollar Index, and US Treasury yields. Nvidia's earnings report is a focal point, with expected high but moderating growth rates. They also analyze stocks like Microsoft, Taiwan Semiconductor, Palantir, Salesforce, Adobe, and Broadcom, considering their earnings and market expectations. There's a discussion on the pressure being exerted on the Federal Reserve to lower interest rates, with concerns about the institution's independence. They also touch on market comparisons to historical metrics, the importance of gold, and commentary on Bitcoin's trajectory. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    Marketplace Morning Report
    Are we in an AI bubble?

    Marketplace Morning Report

    Play Episode Listen Later Aug 29, 2025 6:25


    Much of the movement of the S&P 500 stock index is driven by just seven stocks. Known as the “Magnificent Seven,” they comprise Nvidia, Apple, Microsoft, Amazon, Meta, Alphabet, and Tesla, and are valued at around $20 trillion. Is this a bubble ready to burst? An overvaluation? Or something else entirely? But before we get to that story, we'll learn more about the first court hearing in a case that tests the Federal Reserve's independence.

    Emprendeduros
    EP. #343 | ¿Cómo EEUU se está convirtiendo en China?

    Emprendeduros

    Play Episode Listen Later Aug 29, 2025 67:54


    ¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, de los comentarios de Jerome Powell y de las expectativas de inflacion y de empleo. Nos dan los reportes de ingreso de PinDuoDuo, Crowdstrike, Snowflake, Dollar General y Nvidia. Después hablan de una compra de cafe enorme y de una sociedad cuantica. Finalmente nos dan el análisis de crypto donde hablan de BTC vs ETH y de la moneda estable de Europa. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros

    FT News Briefing
    Investors remain chipper about Nvidia

    FT News Briefing

    Play Episode Listen Later Aug 29, 2025 11:59


    Some World Trade Organization members are preparing to unveil a new grouping to boost “trade openness”, and the FT's Katie Martin unpacks the lack of market moves after Nvidia's outlook. Plus, a four-month “ninja stealth rally” has driven Tokyo's equity market to record highs. Mentioned in this podcast:Singapore, UAE and other small nations to launch trade partnershipNvidia growth outlook hit by China uncertaintyJapan's ‘ninja stealth rally' draws in global investorsListen to the Swamp Notes podcast on the World Trade OrganizationToday's FT News Briefing was produced by Josh Gabert-Doyon, 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.

    WSJ Minute Briefing
    AI Worries Push Nasdaq Lower

    WSJ Minute Briefing

    Play Episode Listen Later Aug 29, 2025 2:18


    Nvidia and other AI-linked stocks lead a broad market retreat. Plus: Caterpillar says it expects to take a bigger hit from tariffs. And we report Kraft Heinz is closing in on a plan to break itself up. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squawk Pod
    5 Things to Know Before the Opening Bell 8/29/2025

    Squawk Pod

    Play Episode Listen Later Aug 29, 2025 1:47


    The 5 things you need to know before the stock market opens today: Caterpillar shares are down after raising tariff cost estimates to $1.8 billion, Gap shares fell as Athleta comps dropped 9 percent, Nvidia is in talks with the White House on selling a limited Blackwell chip to China, Dell shares are slipping after light earnings guidance despite a stronger outlook, and Affirm shares are soaring on strong results and upbeat guidance. 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. 

    Daily Tech News Show (Video)
    Hot Wings For Teacher – DTNS Live 5094

    Daily Tech News Show (Video)

    Play Episode Listen Later Aug 29, 2025 73:16


    Tesla is appealing a $243 million verdict that held it partly liable for a fatal crash involving its Enhanced Autopilot system. YouTube TV and Fox Corp. have reached an agreement to keep Fox channels available on the platform. Patrick Norton explains why Nvidia 5060 weirdness. And its Friday we test your knowledge of Fast Food and technology. Starring Sarah Lane, Tom Merritt, Robb Dunewood, Patrick Norton, Len Peralta, Roger Chang, Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!

    Squawk on the Street
    Cook vs. Trump Heads to Court, Inflation and The Fed, August's Bull Run 8/29/25

    Squawk on the Street

    Play Episode Listen Later Aug 29, 2025 43:10


    Carl Quintanilla, David Faber and Robert Frank led off the show with a preview of Friday's federal court hearing in the case of Fed governor Lisa Cook, who is suing to block President Trump's efforts to fire her. Former White House attorney Ty Cobb weighed in on the situation. The anchors explored market reaction to the Fed's preferred inflation gauge: July PCE in line amid expectations for a Fed rate cut in September. Also in focus: S&P above 6500, Bulls rule in August, Alibaba vs. Nvidia, Dell slides, Affirm soars, Robert's look at the biggest  insider sellers and a preview of his "Inside Alts" newsletter set to launch September 2. Squawk on the Street Disclaimer

    WSJ What’s News
    Nvidia's Outlook Comes Under the Microscope

    WSJ What’s News

    Play Episode Listen Later Aug 28, 2025 11:53


    A.M. Edition for Aug 28. Nvidia posts another record quarter, but Journal Heard on the Street columnist Dan Gallagher says its $4 trillion-plus valuation sets an awfully high bar that even strong numbers don't always meet. Plus, The White House says it has fired the director of the Centers for Disease Control, following clashes with Robert F. Kennedy Jr. over the agency's guidance on vaccines. And WSJ economics reporter Justin Lahart unpacks new research that shows AI's effect on job prospects for young Americans. Azhar Sukri hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Motley Fool Money
    Nano Banana Steals the Spotlight From NVIDIA

    Motley Fool Money

    Play Episode Listen Later Aug 28, 2025 23:25


    Can NVIDIA's recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIA's earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail. Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT). Host: Travis HoiumGuests: Jon Quast, Dan CaplingerEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Business Casual
    Nvidia's Earnings Make Investors Antsy & The Retail Battle of Jeans

    Business Casual

    Play Episode Listen Later Aug 28, 2025 29:39


    Episode 658: Neal and Toby discuss Nvidia's earnings and what it means for AI across the tech industry. Then, OpenAI changes its policies for teenagers and retailers are battling over… Jean campaigns. Neal shares his top numbers from reading a week's worth of news. Then finally the headlines you need to know. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 7/18/25. APY is variable and subject to change. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Group Chat
    Start A Camp | Group Chat News Ep. 963

    Group Chat

    Play Episode Listen Later Aug 28, 2025 58:42


    Group Chat News Is back with the hottest stories of the week including Cracker Barrel shares rise after restaurant chain gets rid of controversial new logo, Google has eliminated 35% of managers overseeing small teams in past year, Nvidia reports second-quarter earnings after the bell, Taylor Swift's engagement, adults are going to sleep-away camp to make friends, Pop Mart CEO and founder Wang Ning is now the 79th richest person in the world plus everyones favorite WINNERS LOSERS CONTENT