Podcasts about Nvidia

American technology company

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    Latest podcast episodes about Nvidia

    The NewsWorthy
    Trump vs. Comey, Nvidia Hits $4T & ‘Grandma Hobbies' Trending - Thursday, July 10, 2025

    The NewsWorthy

    Play Episode Listen Later Jul 10, 2025 13:35


    The news to know for Thursday, July 10, 2025!  We'll tell you why the FBI is now investigating two of President Trump's critics who were once powerful figures in the Obama administration.  Also, we're talking about the latest letter from President Trump that shows how the driving force behind his tariffs sometimes has nothing to do with economics.  Plus, a huge milestone on Wall Street, a new controversy surrounding Elon Musk's A.I. chatbot, and the so-called “grandma hobbies” that have become popular with 20-somethings.    Those stories and even more news to know in about 10 minutes!    Join us every Mon-Fri for more daily news roundups!  See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Give yourself the luxury you deserve with Quince. Go to Quince.com/newsworthy for FREE shipping on your order and 365-day returns! Ready to create your own website? Click this link https://bit.ly/3ThxBqb to start your free trial with Wix. To advertise on our podcast, please reach out to ad-sales@libsyn.com  

    Becker Group C-Suite Reports Business of Private Equity
    The Markets, NVIDIA, and Tesla All Pointing Up 7-10-25

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Jul 10, 2025 1:30


    In this episode, Scott Becker shares a quick market update, highlighting NVIDIA’s historic $4 trillion valuation, Tesla’s modest rebound despite a rough year, and overall positive movement in the markets amid political noise.

    TechLinked
    Grok goes full Nazi, Galaxy Z Fold7, Flip7 + more!

    TechLinked

    Play Episode Listen Later Jul 10, 2025 11:17


    Timestamps: 0:00 but the societal implications 0:08 Grok goes wild on Twitter 2:54 Samsung Unpacked - Fold7, Flip7 5:16 Ground News! 6:19 QUICK BITS INTRO 6:28 Gmail subscription manager, Gemini thing 7:05 AI Nonsense, Nvidia hits 4 trillion 7:50 Switch 2 can work with 3rd-party docks 8:20 FTC click-to-cancel rule blocked 8:48 Browser extensions scrape web 9:20 Jack Dorsey's Bitchat NEWS SOURCES: https://lmg.gg/7SrVi Learn more about your ad choices. Visit megaphone.fm/adchoices

    Lance Roberts' Real Investment Hour
    7-10-25 Will Lower Rates Cure Higher Prices

    Lance Roberts' Real Investment Hour

    Play Episode Listen Later Jul 10, 2025 46:13


    As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures: * The historical relationship between rate cuts and inflation * Why inflation may be more “sticky” than expected * How consumer demand and debt loads are reshaped by lower rates * The unintended consequences of looser policy on asset prices * What this means for investors and retirees going forward SEG-1: Why Economists Expect Higher Growth by 2026 SEG-2: Growth is Back in Vogue SEG-3a: Like & Subscribe tease - changes coming SEG-3b: Can Lower Rates Cure Higher Prices? SEG-4a: Coffee Cafe, ChatGPT, & Economic Haiku SEG-4b: Earnings Season Preview: Tariff Effects? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Protect Your Multi-decade Retirement From Inflation," https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #InterestRates #InflationControl #FederalReserve #EconomicPolicy #PriceStability#InvestingAdvice #Money #Investing

    The Real Investment Show Podcast
    7-10-25 Nvidia is not Dead | Before the Bell

    The Real Investment Show Podcast

    Play Episode Listen Later Jul 10, 2025 5:34


    Economists are expecting a sharp pick up in economic growth before the end of the year, despite earlier, pre-tariff weaknesses. News about more threatened tariffs notwithstanding, economists are looking past all that. Interestingly, that's the needed premise to support expectations for much stronger earnings growth from analysts into the end of the year. So future expectations are seeming to support where valuations are trading. 6,900 is now a realistic target by the end of the year for analysts. This elevated sentiment and sheer exuberance should be taken as a caution sign because markets are very, very over bought. Also on Wednesday, Nvidia became the first $4-Trillion company. Ever. Clearly, Nvidia is NOT dead.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

    3D InCites Podcast
    From Electrons to Photons: ASE's Vision for Sustainable AI

    3D InCites Podcast

    Play Episode Listen Later Jul 10, 2025 24:10 Transcription Available


    Send us a textThe race toward more powerful AI carries a hidden cost that's becoming impossible to ignore: skyrocketing energy consumption. Did you know AI is projected to devour 10% of global electricity by 2030? This staggering figure has even forced tech giants to delay their sustainability goals.Enter ASE's Executive Vice President Yin Chang, who reveals how the world's largest semiconductor packaging company is tackling this challenge head-on. The solution lies in revolutionary approaches to power delivery and data transmission. By integrating voltage regulators directly into substrates, power can be delivered mere nanometers from compute chips, drastically reducing energy loss. Even more promising is the shift from electrons to photons for data transmission, which slashes power consumption by an impressive 6x.At the heart of these innovations is ASE's VI-PACK platform, a comprehensive toolbox that empowers system architects to create maximally efficient AI systems. Moving compute components closer together minimizes power requirements, while co-packaged optics enable the crucial electron-to-photon conversion for longer-distance communication. These technologies aren't just theoretical—industry leaders like NVIDIA and AMD are already implementing them, with significant efficiency improvements expected within five years.The conversation extends beyond data centers to the future of AI at the edge. As foundry processes advance toward smaller nodes, the voltage requirements decrease, making AI more viable for battery-powered devices. Chang envisions a near future where personal devices run limited AI models locally, offering enhanced privacy by processing sensitive data without cloud dependencies.Discover how advanced packaging is becoming the unsung hero in balancing our appetite for AI innovation with the planet's energy limitations. Follow ASE Global on LinkedIn or visit aseglobal.com to learn more about their pioneering work in sustainable semiconductor solutions.Learn more at aseglobal.com or follow ASE Global on LinkedIn.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.

    ALBERTO PADILLA
    Cumbre de los #BRICS esta semana. Analizando la relevancia de los BRICS con @ThiagoGdeAragao.

    ALBERTO PADILLA

    Play Episode Listen Later Jul 10, 2025 56:00


    -#NVIDIA se convierte en primera empresa en alcanzar una capitalización de mercado de US$4B.-#X de #ElonMusk pierde a su CEO. -Mercados no le creen ya a las amenazas de aranceles de #DonaldTrump. Deberíamos creerle nosotros?

    Noticentro
    SCJN autoriza embargo de subcuentas de Afores para pago de pensión alimentaria

    Noticentro

    Play Episode Listen Later Jul 10, 2025 1:50


    En dos semanas se controlará brote de gusano barrenador en ganado: Senasica Sismo de 5.6 sacude ChiapasNvidia supera los 4 billones de dólares en capitalización bursátilMás información en nuestro podcast

    El Brieff
    Salinas Pliego vs Claudia Sheinbaum: Las noticias para este jueves

    El Brieff

    Play Episode Listen Later Jul 10, 2025 21:14


    En este análisis a fondo de El Brieff, exploramos el choque de poderes en México entre Ricardo Salinas Pliego y la Presidenta Sheinbaum. Analizamos la tensa prórroga otorgada por EE.UU. a tres firmas financieras y la contrastamos con la cruda realidad del mercado laboral, lejos de las metas oficiales. En el frente global, desciframos la nueva fase de la guerra comercial, donde Washington presiona a terceros países y amenaza a Brasil con un arancel del 50% por razones políticas. Además, el hito de Nvidia alcanzando los $4 billones y el plan de supervivencia de TikTok. Una visión profunda para navegar el riesgo y la estrategiaEste episodio es presentado por nuestro patrocinador, STRTGY. Su producto, EVA Doc Analyst, transforma tus documentos operativos —órdenes de compra, facturas, reportes— en conclusiones estratégicas. Libera a tu equipo de tareas repetitivas para que se enfoque en pensar, mientras la IA procesa con 99% de precisión. Extrae valor real de tus datos. Para más información contáctanos en arturo@strtgy.ai o ingresa a www.strtgy.aiRecibe gratis nuestro newsletter con las noticias más importantes del día.Si te interesa una mención en El Brieff, escríbenos a arturo@brieffy.com Hosted on Acast. See acast.com/privacy for more information.

    Global News Podcast
    Kenya's president denounces anti-government unrest

    Global News Podcast

    Play Episode Listen Later Jul 9, 2025 25:14


    Kenya's President denounces anti-government unrest, saying protesters who use violence should be shot in the legs. Also, Nvidia becomes world's first company valued at 4 trillion dollars, and a new Barbie with diabetes.

    WSJ What’s News
    What Linda Yaccarino's Departure Means for X

    WSJ What’s News

    Play Episode Listen Later Jul 9, 2025 13:06


    P.M. Edition for July 9. After about two years at the helm of Elon Musk's social-media platform, Linda Yaccarino has stepped down as the CEO of X. WSJ advertising editor Suzanne Vranica discusses what that means for X, which recently merged with Musk's artificial intelligence company xAI. Plus, AI chip maker Nvidia became the world's first company to hit a $4 trillion valuation, before paring gains this afternoon. And minutes from the Federal Reserve's June meeting shows that officials are divided about when to resume rate cuts this year. The emerging split comes as President Trump puts pressure on Fed Chair Jerome Powell, even as the president considers candidates for his replacement. We hear from WSJ White House economic policy reporter Brian Schwartz about which candidate seems to be leading the Apprentice-style contest. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    This Week in Startups
    Starlink + Tesla? $4T Nvidia? Perplexity Browser? Linda Yaccarino Steps Down? | E2149

    This Week in Startups

    Play Episode Listen Later Jul 9, 2025 66:14


    On a brand new TWiST, Jason and Alex ponder… What if every Tesla doubled as a Starlink-powered Wi-Fi hotspot? Plus, Nvidia's historic $4T valuation, Perplexity's fancy new AI browser that literally books flights, Linda Yaccarino steps down as X CEO, Waymo launches teen accounts, and maybe recording everything all the time has some disadvantages? Later, Tim Ranzetta joins to explain how his nonprofit is making personal finance mandatory in high schools. A must-watch for founders, investors, and anyone navigating the future of tech.Timestamps:(03:04) Linda Y is out at X but it's NOT because of Grok's Hitler moment(09:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(13:23) Nvidia is worth more than any other company EVER?(17:40) Granola's charging individuals MORE than business accounts? But why?(20:42) INBOUND - Use code TWIST10 for 10% off your General Admission ticket at https://www.inbound.com/register. (Valid thru 7/31)(23:39) Jason thinks the AI recording and transcript lawsuits will begin by next year…(24:05) Perplexity launches the Comet browser: we're checking how it compares with Dia and other rivals!(30:07) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at https//www.Bolt.new/twist.(34:09) Waymo is expanding… Why there's no shame in the robotaxi game…(41:28) Robinhood is tokenizing US equities for EU investors… we unpack what it all means and how it works.(49:18) Tim Ranzetta of Next Gen Personal Finance tells us what we don't teach kids about finance and what they most need to know(01:29:25) Why finance and investing is all about psychology, and how to “think in bets”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:(09:59) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(20:42) INBOUND - Use code TWIST10 for 10% off your General Admission ticket at https://www.inbound.com/register. (Valid thru 7/31)(30:07) Bolt - Don't be left behind. Build apps quickly without knowing how to code with Bolt.new. Try it free at Bolt.new/twist.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

    Financial Sense(R) Newshour
    Julian Brigden on Falling Dollar, Money Illusions, and Global Outperformance (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Jul 9, 2025 4:05


    July 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia's record highs, but warns of a “money illusion” as the dollar weakens...

    Med Tech Gurus
    Smarter, Safer, Faster: How AI is Rewiring the OR

    Med Tech Gurus

    Play Episode Listen Later Jul 9, 2025 29:58


    What if your hospital could see, hear, and understand everything happening in the OR—and actually use that data to drive real-time improvements? Dr. Andrew Gostine, CEO and co-founder of Artisight, is making that vision a reality. With AI-powered computer vision and ambient listening, Artisight enables hospitals to automate documentation, reduce delays, and even prevent wrong-site surgeries. Now partnered with industry giants like NVIDIA and Karl Storz, Artisight is helping over 400 hospitals transform their perioperative workflows—enhancing safety, equity, and efficiency at scale. In this episode, we explore how intelligent automation is reshaping surgical care, how Artisight ensures HIPAA compliance, and why clinician-centered innovation is the key to solving healthcare's most urgent operational challenges.

    Bloomberg News Now
    Nvidia Hits $4T Mark, Trump" Fed Rate '3 Points Too High,' More

    Bloomberg News Now

    Play Episode Listen Later Jul 9, 2025 5:05 Transcription Available


    Listen for the latest from Bloomberg News See omnystudio.com/listener for privacy information.

    The Moneywise Guys
    7/9/25 Building Community Through Crisis: Oil Markets, Trade Wars, and the Phillip Campas Foundation

    The Moneywise Guys

    Play Episode Listen Later Jul 9, 2025 42:25


    The Moneywise Radio Show and Podcast Wednesday, July 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Christina Campas, Executive Director of The Phillip Campas Foundation  website: www.thephillipcampasfoundation.org/  

    Insight On Business the News Hour
    The Business News Headlines 9 July 2025

    Insight On Business the News Hour

    Play Episode Listen Later Jul 9, 2025 10:46


    They are not really "industrial rivals" to the United States but, President Trump sent them "tariff letters" on Wednesday and we'll share what we know.  This is the Business News Headlines for Wednesday the 9th day of July. In other news, Musk's AI friend Grok…sent out some awful responses and even praised Hitler…no, really. Nvidia is a big deal…a very big deal.  Now we have to deal with Job Scams and we'll share that story.  The first Prime Day is in the books and it seems you were hungry for some deals. The Wall Street Report and a new Whopper is out from our friends at Burger King, think spicy…let's go! Thanks for listening! The award winning Insight on Business the News Hour with Michael Libbie is the only weekday business news podcast in the Midwest. The national, regional and some local business news along with long-form business interviews can be heard Monday - Friday. You can subscribe on  PlayerFM, Podbean, iTunes, Spotify, Stitcher or TuneIn Radio. And you can catch The Business News Hour Week in Review each Sunday Noon Central on News/Talk 1540 KXEL. The Business News Hour is a production of Insight Advertising, Marketing & Communications. You can follow us on Twitter @IoB_NewsHour...and on Threads @Insight_On_Business.

    Becker Group C-Suite Reports Business of Private Equity
    3 Quick Notes as the Markets Close Today 7-8-25

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Jul 8, 2025 1:11


    In this episode, Scott Becker shares a quick market update highlighting three key stories: flat market performance, SpaceX reaching a $400 billion valuation, and NVIDIA holding steady near a $3.9 trillion market cap.

    Talking Real Money
    Annuity University

    Talking Real Money

    Play Episode Listen Later Jul 8, 2025 46:54


    In this hard-hitting episode, Don and Tom expose “Retirement Planning University”—a slick, misleading marketing operation posing as a legitimate educational program. Despite hosting seminars at respected universities, the organization isn't accredited and exists primarily to funnel attendees into high-commission indexed annuities sold by Strategic Wealth Investment Group. The duo break down the tangled relationships, the legal gray zones (including a likely violation of Florida law), and the wildly under-disclosed conflicts buried deep in Form ADV filings. Plus: a call from a skeptical listener about global diversification, a backdoor Roth update in response to H.R.1, a heartwarming tribute to Tom's mother-in-law, and a brutal real-world annuity pitch targeting grieving beneficiaries. This one hits hard. 0:04 Thunder and fireworks, then a storm of a different kind: fake financial education 1:20 “Retirement Planning University” is not accredited—possibly illegal in Florida 2:38 Florida law: using “university” in a name can be a crime 4:21 Strategic Wealth Investment Group funnels money into their “nonprofit” 6:27 Don breaks down Form 990 and discovers $6.3M in funding with 1.8% used for education 8:50 A never-before-seen conflict disclosure: over a page of indexed annuity conflicts 11:02 Universities that rent space to these events—should they be ashamed? 13:56 Don confesses: used ChatGPT to surface filings, laws, and charity reports faster 15:40 Final verdict: it's not education—it's a sophisticated lead funnel 17:18 Caller Jack: Is VT too concentrated in tech megacaps like Apple and Nvidia? 19:22 Don: It's still globally diversified, but yes, value/small tilts help 21:57 A heartfelt tribute to Tom's mother-in-law and her one smart money move: LTC insurance 23:01 Caller Mark: Does the new tax bill kill backdoor Roths? 27:18 Don runs the full 900-page bill through GPT—no mention of Roth changes 28:56 Sidebar: elderly elephant tourists and Romanian bear selfies 30:36 Caller Mary: Advisor pitching a 1035 annuity swap to dodge IRMA 34:42 Don and Tom: Just pay the IRMA bump—don't buy another bad annuity 36:44 The IRMA fear is way overblown; it's just one year 39:18 Why aren't these practices banned? Because regulators are stretched thin 40:12 Don taught real adult education classes—but the next “educator” was a broker Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fularsız Entellik
    Akıl Yürütme: Doğal ve Yapay

    Fularsız Entellik

    Play Episode Listen Later Jul 8, 2025 56:29


    Selam Fularsızlar. Bugün iki film birden. İlk kısımda mantık bulmacaları, içgörü problemleri, Apple'ın "düşünme illüzyonu" makalesi, ve insan ile makinaların akıl yürütmelerinin kıyası var. İkinci kısımsa aylar önce devamını getirmek istediğim bir konu: Deepseek'in getirdiği teknik yenilikler, Nvidia'nın neden bu kadar önemli olduğu ve Stargate Projesi. Umarım hepiniz iyisinizdir. . Yeni Kitap: ⁠⁠Fularsız Felsefe: Dört Önemli Mesele⁠⁠ . Konular: (00:04) Kurtlar, kuzular, otlar (02:12) Tıkandım (04:30) Akıl yürütme modelleri (06:19) Köprü ve meşale problemi (08:38) İçgörü (09:57) Dokuz nokta problemi (11:36) ChatGPT'nin gaslighting modu (13:37) Akıl yürütmek mi hatırlamak mı (14:45) ARC: Sınav için çalışmak (16:00) Apple: Düşünme İllüzyonu (17:05) Hanoi Kulesi (20:35) Recursion (23:13) Düşünürmüş gibi yapmak (26:30) Korelasyon makinaları (29:40) Eureka (32:09) Bonus: Deepseek (34:34) Mixture of Experts (38:14) Medyanın hataları (41:34) 5.5 milyon dolar (43:23) NVIDIA ne iş yapar (47:16) Stargate Projesi (48:35) RAG ve ajanlar (50:26) Son . Kaynaklar: Makale (PDF): The Illusion of Thinking Yazı: ChatGPT and the wolf, goat and cabbage problem Yazı: History of the Nine Dot Problem South Park: Chinpokomon (S3, E11) Yazı: Mixture of Experts Video: Visualizing transformers and attention Video: How DeepSeek Rewrote the Transformer ARC-AGI-2 Leaderboard ------- Podbee Sunar ------- Bu podcast, On Dijital Bankacılık hakkında reklam içerir. Bankacılık On'la Rahat. Dünya Döndükçe EFT-Havale- Fast Ücreti Yok. ⁠ON Mobil'i _ndir! ⁠ Bu podcast, Pegasus hakkında reklam içerir. Yeni seyahat rotanı planlamak için hemen ⁠https://www.flypgs.com/⁠ 'u veya Pegasus Mobil uygulamasını ziyaret et! Bu podcast, Garanti BBVA hakkında reklam içerir.

    Let's Talk AI
    #215 - Runway games, Meta Superintelligence, ERNIE 4.5, Adaptive Tree Search

    Let's Talk AI

    Play Episode Listen Later Jul 8, 2025 116:21 Transcription Available


    Our 215th episode with a summary and discussion of last week's big AI news! Recorded on 07/04/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: Cloudflare's new AI data scraper blocking feature, its potential implications, and technical challenges Meta's aggressive recruitment for its Super Intelligence Labs division is covered, highlighting key hires from OpenAI and other leaders in the field Anthropic loses significant talent to Cursor, with details on their new economic futures program focusing on AI's impact on the labor market Notable open-source AI model releases from Baidu and Tencent are also discussed, including their performance metrics and potential applications. Timestamps + Links: (00:00:11) Intro / Banter (00:01:43) News Preview Tools & Apps (00:02:55) Cloudflare Introduces Default Blocking of A.I. Data Scrapers (00:05:44) Runway is going to let people generate video games with AI (00:11:24) Google embraces AI in the classroom with new Gemini tools for educators, chatbots for students, and more (00:16:23) No one likes meetings. They're sending their AI note takers instead. (00:18:08) Google launches Doppl, a new app that lets you visualize how an outfit might look on you (00:19:14) Google's Imagen 4 text-to-image model promises 'significantly improved' boring images Applications & Business (00:22:18) Mark Zuckerberg announces his AI ‘superintelligence' super-group (00:29:35) Anthropic Revenue Hits $4 Billion Annual Pace as Competition With Cursor Intensifies (00:35:10) As job losses loom, Anthropic launches program to track AI's economic fallout (00:38:04) OpenAI says it has no plan to use Google's in-house chip (00:41:08) Nvidia stakes new startup that flips script on data center power (00:44:11) TSMC Arizona Chips Are Reportedly Being Flown Back to Taiwan For Packaging; U.S. Semiconductor Supply Chain Still Remains Dependent on Taiwan Projects & Open Source (00:46:57) Baidu releases open source model family ERNIE 4.5 (00:51:55) Tencent Open Sources Hunyuan-A13B: A 13B Active Parameter MoE Model with Dual-Mode Reasoning and 256K Context (00:57:09) Together AI Releases DeepSWE: A Fully Open-Source RL-Trained Coding Agent Based on Qwen3-32B and Achieves 59% on SWEBench (01:00:11) GLM-4.1V-Thinking: Towards Versatile Multimodal Reasoning with Scalable Reinforcement Learning (01:04:10) DiffuCoder: Understanding and Improving Masked Diffusion Models for Code Generation Research & Advancements (01:06:21) Wider or Deeper? Scaling LLM Inference-Time Compute with Adaptive Branching Tree Search (01:13:07) The Automated LLM Speedrunning Benchmark: Reproducing NanoGPT Improvements (01:18:04) Claude 4 Opus and Sonnet reach 50%-time-horizon point estimates of about 80 and 65 minutes, respectively (01:21:37) Performance Prediction for Large Systems via Text-to-Text Regression (01:25:38) Does Math Reasoning Improve General LLM Capabilities? Understanding Transferability of LLM Reasoning (01:26:33) Correlated Errors in Large Language Models Policy & Safety (01:29:04) Forecasting Biosecurity Risks from LLMs (01:36:06) AI Task Length Horizons in Offensive Cybersecurity (01:42:30) Inside Tech's Risky Gamble to Kill State AI Regulations for a Decade (01:52:56) Denmark to tackle deepfakes by giving people copyright to their own features

    Big Take Asia
    China's Plans to Make AI a Utility

    Big Take Asia

    Play Episode Listen Later Jul 8, 2025 16:09 Transcription Available


    In a remote part of China's northwestern Xinjiang region, dozens of data centers rise from the desert. A Bloomberg analysis of investor and tax documents and company filings found Chinese companies plan to buy more than 115,000 high-tech Nvidia chips — chips the US has banned from being exported to China – to power these centers, which could then be used for training AI models. On today’s Big Take Asia Podcast, host K. Oanh Ha talks to Bloomberg’s Andy Lin and James Mayger about the story, and what it means for China’s AI master plan.See omnystudio.com/listener for privacy information.

    This Week in Pre-IPO Stocks
    E213: Groq is the private market Nvidia?; Figma's IPO a buy?; Robinhood's pre-IPO stock tokenization legal and good for investors?

    This Week in Pre-IPO Stocks

    Play Episode Listen Later Jul 8, 2025 26:53


    Send us a text00:00 – Groq is the private market Nvidia? 07:24 – Figma's IPO a buy? 13:30 – Robinhood's pre-IPO stock tokenization legal and good for investors?PARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

    Becker Group Business Strategy 15 Minute Podcast
    3 Quick Notes as the Markets Close Today 7-8-25

    Becker Group Business Strategy 15 Minute Podcast

    Play Episode Listen Later Jul 8, 2025 1:11


    In this episode, Scott Becker shares a quick market update highlighting three key stories: flat market performance, SpaceX reaching a $400 billion valuation, and NVIDIA holding steady near a $3.9 trillion market cap.

    Alles auf Aktien
    Das Prime-Day-Potenzial von Amazon und die Anti-Musk-Aktie

    Alles auf Aktien

    Play Episode Listen Later Jul 8, 2025 21:15


    In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über böse Briefe aus Washington, japanische und koreanische Verlierer und bedenkenlose Rüstungsaktien. Außerdem geht es um Toyota, Honda, Nissan, SK Telecom, Samsung Electronics, Tesla, Rocket Lab, Bilfinger, Alphabet, Walmart, Target, Apple, Nvidia, Meta, Theon, Rheinmetall, Renk, Babcock, GB Group, WIIT, Sopra Steria, Frequentis, Beazley, Serco, HANetf Indo-Pacific ex-China defence ETF. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

    On The Tape
    Greed Is Back, But Is It Good For Markets?

    On The Tape

    Play Episode Listen Later Jul 7, 2025 17:09


    Dan is flying solo to discuss a better-than-expected June jobs report, a strong market performance with the SPX and NDX seeing significant gains, and specific stock performances like Nvidia and Taiwan Semi as major tech leaders. The discussion also includes the impact of Trump's trade deals, geopolitical tensions, and sentiment indicators like CNN's Fear & Greed Index. Lastly, the episode touches on the implications of OPEC's decision on oil production and the upcoming events such as the Fed meeting minutes and initial jobless claims. Further Reading Trump Sets Aug. 1 Start for Tariffs Ahead of Wednesday Deadline (Bloomberg) Donald Trump threatens extra 10% tariff over ‘anti-American' Brics policies (Financial Times) Looking Beyond the U.S. for Trade, Canada Begins Shipping Natural Gas to Asia (NYTimes) OPEC Plus Agrees to Pump More Oil in August (NYTimes) Chinese sales of foreign phone makers, including Apple, drop 9.7% in May (Reuters) Meme Stocks and YOLO Bets Are Back and Fueling the Market's Rally (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    PC Perspective Podcast
    Podcast #828 - No RTX 5050 Reviews, RTX 50 Series SUPER Rumors, Intel X3D Competitor, and MORE

    PC Perspective Podcast

    Play Episode Listen Later Jul 7, 2025 82:25


    To celebrate Independence Day, we teamed up with a big imaginary Hollywood studio to produce this special episode. You'll laugh, you'll cry, you'll kiss three bucks goodbye. Really, of course, we are one of the top 10 best podcasts in the computer hardware field, so if you're serious about your computer hardware podcasts, you're going to check this out regardless.  We've got BSOD's, Nvidia drivers going away, and even hardcoded root passwords.Timestamps:00:00 Intro01:31 Patreon02:31 Food with Josh05:36 RTX 5050 arrives with no reviews09:23 NVIDIA confirms end of support for GTX 10 Series and older11:36 RTX 50 Series SUPER rumors14:09 Intel might have 3D V-Cache competitor with Nova Lake17:24 Stockpiled PCs are not selling23:39 Anker battery bank recall26:31 Apple to release low cost MacBook with iPhone SoC?28:50 BSOD isn't blue anymore32:42 RTX customers get free Adobe CC trials (Adobe slowly becomes the next AOL?)34:41 DDR4 becoming more expensive than DDR537:11 (In)Security Corner48:00 Gaming Quick Hits57:40 Crucial T710 Gen5 SSD Review1:05:47 Picks of the Week1:20:14 Outro ★ Support this podcast on Patreon ★

    Boardroom Governance with Evan Epstein
    Jack Lazar: A Silicon Valley Journey from Finance to the Boardroom

    Boardroom Governance with Evan Epstein

    Play Episode Listen Later Jul 7, 2025 62:24


    (0:00) Intro(1:30) About the podcast sponsor: The American College of Governance Counsel(2:16) Start of interview(3:09) Jack's origin story(4:11) The Accounting Foundation. His time at PriceWaterhouse (1987-1992)(5:45) His Startup/Executive Journey. Electronics for Imaging => Apptitude => NetRatings => Atheros => Qualcomm(12:15) Transitioning to Board Service. His start with Silicon Labs (2013)(12:26) His time as CFO at GoPro (2014-2016)(13:55) His focus on boards since 2016 (~10 public boards, ~15 overall since)(14:41) Differences between public and private company board service.(18:55) The Current IPO Landscape plus staying private for longer vs going public.(24:45) Founder Dynamics in Governance and the Dual-Class Share Debate. "In general, I don't like dual-class shares (...) I blame the banks for this." His experience at Casper and ThredUp. "I don't believe in sunset provisions above 7 years. Frankly, I think 3 years is long enough"(32:10) Navigating Shareholder Activism. His experience with Mellanox (sold to NVIDIA for $6.9B) and Box (won proxy fight).(37:27) His support for Classified Boards(40:27) AI and Semiconductor Future. His board position at NatCast, a non-profit entity designated to operate the National Semiconductor Technology Center (NSTC) by the Department of Commerce. Reference to his TEDx talk: "Why Technology is Not Silicon Valley's Real Innovation" (2016)(48:40) Geopolitical Challenges in Tech(53:04) The Importance of Risk Planning by the board (downside plans, "defcon processes", etc)(54:54) Books that have greatly influenced his life:The Goal, by Eliyahu M. Goldratt (1984)Good to Great, by Jim Collins (2001) (55:49) His mentors:Chuck Robel, from Price WaterhouseIrwin Federman, the Chairman of MellanoxBill Elmore, Founder Foundation CapitalAndy Rappaport, August Capital(57:39) Quotes that he thinks of often or lives his life by.(59:12) An unusual habit or an absurd thing that he loves.(01:00:41) The living person he most admires.Jack Lazar has more than 30 years of Silicon Valley experience with a focus on finance and operations. He currently serves on the boards of Astera Labs (ALAB), Box (BOX), GlobalFoundries (GFS), and Resideo (REZI). He also consults with a variety of private companies, including Tonal, where he is chair of the board.  You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

    Tech&Co
    Nvidia : bientôt 4 000 milliards de dollars de valorisation ? – 07/07

    Tech&Co

    Play Episode Listen Later Jul 7, 2025 30:20


    Ce lundi 7 juillet, François Sorel a reçu Frédéric Simottel, journaliste BFM Business, Nicolas Guyon, animateur du podcast "Comptoir IA", et Jérôme Colombain, journaliste, créateur du podcast « Monde Numérique ». Ils se sont penchés sur le passage de Nvidia devant Apple en termes de valorisation, la plainte visant les "aperçus IA" de Google, et le développement d'une version locale de TikTok aux États-Unis, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

    Alles auf Aktien
    Musks Polit-Salto und die Lieblingsaktien der Deutschen

    Alles auf Aktien

    Play Episode Listen Later Jul 7, 2025 20:44


    In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Angst vor Zollbriefen, die Favoriten der YOLO-Community und die Gewinner der One Big Beautiful Bill. Außerdem geht es um Aeva Technologies, Carvana, Avis, Hertz, WisdomTree NASDAQ 100 3x Daily Leveraged (WKN: A3GL7E), Caterpillar, Dow, Amgen, Pfizer, Johnson&Johson, Verizon, UPS, Altria, Tyson Foods, LyondellBasell, Lockheed Martin, General Dynamics, Northrop Grumman, Munich Re (Münchener Rück), Hannover Rück, Rheinmetall, iShares Edge MSCI USA Value Factor ETF (WKN: A2AP35), Nvidia, Apple, Amazon, BYD, Xiaomi, Alphabet, Palantir, D-Wave Quantum, Renk, Hensoldt, Allianz, Deutsche Bank, Siemens Energy, Thyssenkrupp, Deutsche Telekom, Mercedes-Benz, Volkswagen, Strategy, Coinbase, Commerzbank und Aena. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

    CanCon Podcast
    Ambition made in Canada with Shopify, Cohere, and Wealthsimple

    CanCon Podcast

    Play Episode Listen Later Jul 7, 2025 42:20


    “ It's kind of that 'Valley or bust' mentality which breaks the ecosystem and really hurts Canada.” Harley Finkelstein (Shopify), Mike Katchen (Wealthsimple), and Aidan Gomez (Cohere) hold a candid conversation about 'Ambition made in Canada' during Toronto Tech Week. Recorded live at Homecoming. The BetaKit Podcast is presented by Invest Northern Ireland—the gateway to international growth. International Tech companies are discovering countless advantages in Northern Ireland. That's why it's the #2 international investment location for US Cybersecurity firms, as well as Europe's leading location for new Software development projects. Global Tech giants like Microsoft, Qualcomm, Nvidia, and Synopsys have already spotted the benefits we offer–such as our skilled workforce, supportive business environment, competitive costs, and expertise in sectors like Cybersecurity and Fintech. Let Northern Ireland help your business grow. Visit investni.com/americas to learn more.  -- The BetaKit Podcast is also brought to you by Motion—the control center for creative strategists.  Motion helps brands scale paid social campaigns faster by turning complex ad data into clear, actionable insights, offering tools like visual ad analysis, competitor tracking, and automated reporting.  Backed by a recent $30M Series B raise, Motion just launched AI Creative Strategists: virtual teammates that analyze creatives, run research, and use real ad data to generate more winning content. If you're ready to take on real marketing challenges and make an impact, Motion is for you.  Explore open roles at one of Canada's fastest-growing tech companies. They're expanding their engineering and customer success teams at the moment! Visit motionapp.com/careers to learn more and apply. Related links: Canadian tech leaders tell the next generation to learn to say “no” at Homecoming   Addressing the 600-pound beaver in the room

    Brad & Will Made a Tech Pod.
    294: The God-Tier GPU

    Brad & Will Made a Tech Pod.

    Play Episode Listen Later Jul 6, 2025 59:17


    Brad's historic YouTube video, "Here's Like 18 Minutes of Destiny 2 at 4k60:"  https://www.youtube.com/watch?v=NIipgLFxpt4 Support the Pod! Contribute to the Tech Pod Patreon and get access to our booming Discord, a monthly bonus episode, your name in the credits, and other great benefits! You can support the show at: https://patreon.com/techpod

    The Cloudcast
    A Mid-Year Cloud Check-In

    The Cloudcast

    Play Episode Listen Later Jul 6, 2025 25:53


    As we get to the mid-point of 2025, let's take a look at where the cloud is - what's doing well, what's going through some changes, and what might be in store for the rest of 2025. SHOW: 938SHOW TRANSCRIPT: The Cloudcast #938 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:Digital Sovereignty concerns, investments and new laws outside the US Growth of regional clouds? Uncertainty in Azure, AWS - employee layoffs, review cycles, focus on non-AI projects/featuresEast Meets West 2025 (keynote presentation) - See slide 27 (GPU share vs Cloud revenue share)Revenues: AWS ($116B run rate); Azure ($107.2B), GCP ($49B), Oracle Cloud ($12B IaaS, $16.8B SaaS), CoreWeave ($1B, since 2022) – OpenAI ($12-13B in 2025)NVIDIA ($130B)Massive Data Center build outs - Stargate ($500B), Meta ($60-65B), Grok/X ($10B)AWS ($100B), Azure ($80B), Saudi Arabia (up to $100B)FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

    Becker Group C-Suite Reports Business of Private Equity
    NVIDIA, Apple, & Healthcare Stocks 7-4-25

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Jul 4, 2025 2:09


    In this episode, Scott Becker discusses NVIDIA's rapid rise toward a $4 trillion valuation, Apple's modest recovery after early-year declines, and ongoing struggles among major healthcare stocks like Centene and UnitedHealth.

    Boiler Room
    Diddy Celebrates the 4th of July as Fireworks Fly Between Trump and Musk

    Boiler Room

    Play Episode Listen Later Jul 4, 2025 130:16


    Alternate Current Radio Presents - Boiler Room - Learn to protect yourself from predatory mass mediaOn this episode, Hesher and the gang are discussing Candace Ownes' reveal of her call with Donald Trump, P. Diddy's trial closing out with only three of the lesser charges being ruled guilty, humanoid robot factories in Texas, AI models running on Robots and Peter Thiel is a little 'iffy' on whether or not his world view and technologies are assisting the antichrist. All this and more on this episode of Boiler Room!Featuring: Bryan ‘Hesher' McClain, Spore, Adam ‘Ruckus' Clark, and Mystical PharaohReference Links:Candace EP 208Sean "Diddy" Combs Verdict: Supporters Celebrate Verdict With Baby OilSean "Diddy" Combs verdict draws mixed reactionNvidia and Foxconn Plan Humanoid Robot Factory in TexasGoogle DeepMind Introduces AI Model That Runs Locally on RobotsMichelle Obama launches PLEZi Nutrition, new line of healthy food and drinks for kidsPeter Thiel - Antichrist Tech?Website: https://alternatecurrentradio.comSupport: https://alternatecurrentradio.com/support/Merch: https://alternate-current-radio.creator-spring.com/

    Stock Market Buy Or Pass?
    CoreWeave JUST CHANGED the GAME for NVIDIA VERTIV STOCK INVESTORS

    Stock Market Buy Or Pass?

    Play Episode Listen Later Jul 4, 2025 15:41


    BREAKING: CoreWeave just switched on the world's first NVIDIA GB300 NVL72 rack‑scale system in production. Dell is shipping the integrated cabinet, while Vertiv handles liquid-cooling & power.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $CRWVDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

    Let's Talk AI
    #214 - Gemini CLI, io drama, AlphaGenome, copyright rulings

    Let's Talk AI

    Play Episode Listen Later Jul 4, 2025 93:32 Transcription Available


    Our 214th episode with a summary and discussion of last week's big AI news! Recorded on 06/27/2025 Hosted by Andrey Kurenkov and Jeremie Harris. Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai Read out our text newsletter and comment on the podcast at https://lastweekin.ai/. In this episode: Meta's hiring of key engineers from OpenAI and Thinking Machines Lab securing a $2 billion seed round with a valuation of $10 billion. DeepMind introduces Alpha Genome, significantly advancing genomic research with a model comparable to Alpha Fold but focused on gene functions. Taiwan imposes technology export controls on Huawei and SMIC, while Getty drops key copyright claims against Stability AI in a groundbreaking legal case. A new DeepMind research paper introduces a transformative approach to cognitive debt in AI tasks, utilizing EEG to assess cognitive load and recall in essay writing with LLMs. Timestamps + Links: (00:00:10) Intro / Banter (00:01:22) News Preview (00:02:15) Response to listener comments Tools & Apps (00:06:18) Google is bringing Gemini CLI to developers' terminals (00:12:09) Anthropic now lets you make apps right from its Claude AI chatbot Applications & Business (00:15:54) Sam Altman takes his ‘io' trademark battle public (00:21:35) Huawei Matebook Contains Kirin X90, using SMIC 7nm (N+2) Technology (00:26:05) AMD deploys its first Ultra Ethernet ready network card — Pensando Pollara provides up to 400 Gbps performance (00:31:21) Amazon joins the big nuclear party, buying 1.92 GW for AWS (00:33:20) Nvidia goes nuclear — company joins Bill Gates in backing TerraPower, a company building nuclear reactors for powering data centers (00:36:18) Mira Murati's Thinking Machines Lab closes on $2B at $10B valuation (00:41:02) Meta hires key OpenAI researcher to work on AI reasoning models Research & Advancements (00:49:46) Google's new AI will help researchers understand how our genes work (00:55:13) Direct Reasoning Optimization: LLMs Can Reward And Refine Their Own Reasoning for Open-Ended Tasks (01:01:54) Farseer: A Refined Scaling Law in Large Language Models (01:06:28) LLM-First Search: Self-Guided Exploration of the Solution Space Policy & Safety (01:11:20) Unsupervised Elicitation of Language Models (01:16:04) Taiwan Imposes Technology Export Controls on Huawei, SMIC (01:18:22) Your Brain on ChatGPT: Accumulation of Cognitive Debt when Using an AI Assistant for Essay Writing Task Synthetic Media & Art (01:23:41) Judge Rejects Authors' Claim That Meta AI Training Violated Copyrights (01:29:46) Getty drops key copyright claims against Stability AI, but UK lawsuit continues

    Spotlight Podcast
    Tesla to Nvidia: How Single-Stock ETFs Are Changing the Game

    Spotlight Podcast

    Play Episode Listen Later Jul 4, 2025 6:52


    Single-stock ETFs are rewriting the rules—offering leveraged exposure, built-in hedging, and targeted plays on some of the market's most iconic companies. In this video, we dive into how they work, why they're gaining traction, and what investors need to understand before jumping in. Whether you're curious about high-conviction trades or strategic hedging, this is your crash course into the future of ETF investing.Watch Ron DeLegge ‪@etfguide‬ chat with David Kreinces at ETF Portfolio Management about single stock ETFs with a few case study examples on Strategy, Netflix and Coinbase. *********Single stock ETFs from Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com 

    Spartan Geek

    Flush de la semana con lo mejor en noticias que se dieron en la semanadéjame tu comentario Redes Sociales Oficiales:► https://linktr.ee/DrakSpartanOficialCualquier cosa o situación contactar a Diego Walker:diegowalkercontacto@gmail.comFecha Del Video[03-07-2025]#flush #nvidia #china #usa #ia #chips

    Algorithms + Data Structures = Programs
    Episode 241: Parallel Algorithm Talk (Part 3)

    Algorithms + Data Structures = Programs

    Play Episode Listen Later Jul 4, 2025 38:45


    In this episode, Conor and Bryce chat with Jared Hoberock about the NVIDIA Thrust Parallel Algorithms Library, specifically scan and rotate.Link to Episode 241 on WebsiteDiscuss this episode, leave a comment, or ask a question (on GitHub)SocialsADSP: The Podcast: TwitterConor Hoekstra: Twitter | BlueSky | MastodonBryce Adelstein Lelbach: TwitterAbout the GuestJared Hoberock joined NVIDIA Research in October 2008. His interests include parallel programming models and physically-based rendering. Jared is the co-creator of Thrust, a high performance parallel algorithms library. While at NVIDIA, Jared has contributed to the DirectX graphics driver, Gelato, a final frame film renderer, and OptiX, a high-performance, programmable ray tracing engine. Jared received a Ph.D in computer science from the University of Illinois at Urbana-Champaign. He is a two-time recipient of the NVIDIA Graduate Research Fellowship.Show NotesDate Generated: 2025-05-21Date Released: 2025-07-04ThrustThrust DocsNumPyRAPIDS cuDFthrust::inclusive_scanC++98 std::rotatethrust::permutation_iteratorthrust::gatherthrust::adjacent_differenceIntro Song InfoMiss You by Sarah Jansen https://soundcloud.com/sarahjansenmusicCreative Commons — Attribution 3.0 Unported — CC BY 3.0Free Download / Stream: http://bit.ly/l-miss-youMusic promoted by Audio Library https://youtu.be/iYYxnasvfx8

    Becker Group Business Strategy 15 Minute Podcast
    NVIDIA, Apple, & Healthcare Stocks 7-4-25

    Becker Group Business Strategy 15 Minute Podcast

    Play Episode Listen Later Jul 4, 2025 2:09


    In this episode, Scott Becker discusses NVIDIA's rapid rise toward a $4 trillion valuation, Apple's modest recovery after early-year declines, and ongoing struggles among major healthcare stocks like Centene and UnitedHealth.

    Alles auf Aktien
    Regenbogen-Rendite und Was tun mit 100.000 Euro?

    Alles auf Aktien

    Play Episode Listen Later Jul 4, 2025 18:58


    In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Christoph Kapalschinski über einen Diversity-ETF, neue Verwirrung um Robinhood und Rekordstände zum Independence Day. Außerdem geht es um Data Dog, Commerzbank, SAP, ASML, Novo Nordisk, BASF, Nvidia, Apple, Krispy Kream, Hewlett Packard Enterprise, OpenAI, Yum, Kia, Bitcoin, Société Général, Bank Santander, Coca-Cola, National Bank of Greece, Allianz, Michelin, Unilever, Sony, Yum, Kia, Scottish Mortgage Investment Trust, Berkshire Hathaway, ETF iShares Refinitiv Inclusion and Diversity (WKN A2DVK8), iShares EUR Ultrashort Bond ETF (WKN: A1W375), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0A2), Vanguard FTSE All-World ETF thesaurierend (WKN: A2PKXG) und Vanguard FTSE All-World ETF ausschüttend (WKN: A1JX52). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

    The Options Insider Radio Network
    The Option Block Special: VIX and The Spice Girls - A Mid-Year Options Update

    The Options Insider Radio Network

    Play Episode Listen Later Jul 3, 2025 33:44


    This episode provides a comprehensive midyear update on various trading topics and audience polls from 2024 through mid-2025. The discussions include insights into asset classes with potential upside in 2025, audience preferences on trading volatility, crypto, equities, and fixed income. The episode also covers detailed poll results on various specific trade setups involving VIX, specific stocks like Palantir, Nvidia, Apple, and some niche trades in lesser-known stocks. The episode explores the impact of geopolitical events on volatility and audience sentiment about market trends, along with some fun questions and polls about popular culture and unconventional assets. Additionally, the episode invites the audience to follow, interact, and ask questions on multiple platforms like Twitter, StockTwits, and Facebook.   01:01 Midyear Update: 2025 Asset Class Predictions 01:44 VIX and Crypto: Year-to-Date Performance 02:43 Listener Polls: VIX Options and Market Sentiment 05:22 February Market Insights: VIX and Palantir 08:02 March Madness: VIX, SPY, and Crypto Debates 11:55 April Showers: VIX, Palantir, and Nvidia 21:17 May Highlights: VIX, Quantum, and TV Show Polls 24:35 June Recap: VIX, Apocalypse Assets, and Oracle 32:23 Conclusion and Listener Engagement  

    Charles Payne's Unstoppable Prosperity Podcast
    Charles' Take On Life-Changing Stock Picks

    Charles Payne's Unstoppable Prosperity Podcast

    Play Episode Listen Later Jul 2, 2025 9:42


    Charles says the volatility and doubts in the market are natural, but some folks' panic sales can become others' stock grand slams. Remember the countless names that emerged from obscurity to become household names in the market (remember a little-known company called NVIDIA?). Charles and his guest, Manward Press chief investment strategist Shah Gilani, discuss the stocks that show signs of becoming valuable assets as the various stock indices hurdle over the “wall of worries” on Wall Street. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Cleaning Up. Leadership in an age of climate change.
    NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker

    Cleaning Up. Leadership in an age of climate change.

    Play Episode Listen Later Jul 2, 2025 52:58


    In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand. Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia. They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators. This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia's head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Nvidia's Sustainability Report:Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottleMichael's piece on AI efficiency: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

    Market Maker
    2025 Mid-Year Market Review: Stocks, Tariffs, AI & What's Next

    Market Maker

    Play Episode Listen Later Jul 2, 2025 47:28


    Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump's tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for dead came roaring back to record highs.They unpack the Fed's evolving rate path, the quiet rise of a “shadow chair” ahead of Powell's potential exit, and why Nvidia's earnings may have rescued the AI hype cycle. Plus, Netflix and Uber emerge as surprise stars of H1, while Italy's bond market revival puts it on the economic leader board.From VIX lows to fiscal turnarounds, this episode cuts through the noise and spotlights what really mattered and what's coming next.(00:00) Intro & Themes in Focus(02:18) Market Overview: A Roller Coaster Year(08:43) What to Watch Going Forward(13:20) Trumps Escalate to Negotiate Strategy(14:48) AI Stocks Remain a Key Driver(16:49) VIX: The Fear Gauge(19:56) Sector Performance and Key Players(23:39) Banks Strong Performance in 1H25(25:50) Netflix Successful Turnaround(31:13) Uber's Turnaround and Future Prospects(36:07) Italy's Economic Recovery and Political Stability

    Market Mondays
    MM #265: Stocks Hit Record Highs! Top AI Stocks, Bitcoin's Future, & Is Black Excellence a Scam? w/ 19 Keys

    Market Mondays

    Play Episode Listen Later Jul 1, 2025 133:56 Transcription Available


    This week on Market Mondays, we dove deep into the record-breaking run of AI stocks, including whether Nvidia's dominance is in danger after insiders dumped over $1B in shares. We also broke down the future of Bitcoin, the economic outlook following a Q1 contraction, and if Apple will reclaim its throne as the world's most valuable company.We made a major Invest Fest announcement, answered real audience questions about how to spot a dead chart vs. a breakout, and announced raffle winners.Then, 19 Keys joined for a powerful conversation on AI's cultural impact, the illusion of Black excellence, gold, NFTs, and how to truly win in this new digital economy.Invest Fest Ticket Link (code - Block for 50% off tickets and vendor booths): https://investfest.com#MarketMondays #InvestFest #AIStocks #Nvidia #Bitcoin #19Keys #AppleStock #StockMarket #BlackWealth #FinancialFreedom #NFTs #BlackCapitalism #Investing #Crypto #WallStreet #EarnYourLeisure #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    Valuetainment
    “99% Mess This Up” - An Asset More Valuable Than Bitcoin, NVIDIA or Real Estate

    Valuetainment

    Play Episode Listen Later Jul 1, 2025 4:35


    Everyone measures wealth in terms of cash, cryptocurrency, real estate, and social status. But what if the most valuable asset in your life is something you can't put a price tag on?In this video, Patrick Bet-David breaks down a powerful story involving UFC President Dana White, a last-minute call from Donald Trump, and the kind of relationship capital that money can't buy. You'll learn why some bonds are worth more than stock options—and why protecting your top relationships could be the real key to long-term success.

    Acquired
    Google

    Acquired

    Play Episode Listen Later Jun 30, 2025 219:30


    We tell the story of the single greatest business ever created: Google search. From its origins as a Stanford research project called BackRub, Google became the front door to the internet. Today it's an essential service for over half the world, and one that generates more profit than ANY other US company — more than Apple, Microsoft, or Berkshire Hathaway.But it wasn't always so obvious. When Larry and Sergey began working on BackRub in 1996, search was a backwater industry in silicon valley. Existing search companies were eking out a living as vendors to the then-dominant “portals” like AOL and Yahoo. Google's come-from-behind success was the result of three massive step-function leaps forward in algorithms, infrastructure and business model… some invented by Google and some borrowed (and perfected!) by them.Today, things are not so obvious once again for Google. Despite earning more profits than all of its big tech peers, its stock trades at significantly lower multiples — a $1 trillion or more discount to Apple, Microsoft and Nvidia. Investors are concerned that AI will render Google's beautiful business model obsolete, even though Google also basically invented modern AI and continues to lead on many dimensions. This episode begins a multi-part series where we dive into the full history that led us to this point. Tune in and enjoy!Sponsors:Many thanks to our fantastic Summer ‘25 Season partners:J.P. Morgan PaymentsAnthropicStatsigVercelLinks:BackRub recreationOriginal Google logoJeff Dean's resumeWorldly Partners' Multi-Decade Alphabet StudyEpisode sourcesRadio City Live Show:Join us July 15 at Radio City — Ticketmaster: https://acquired.fm/nycJuly 12 Central Park RunJuly 15 Pre-Show MeetupJuly 15 AfterpartyJuly 16 Encore Event with J.P. Morgan PaymentsCarve Outs:The Rehearsal with Nathan Fielder (Season 2)Your Friends and NeighborsAndor Season 2Gamecraft Season 3Steam Deck vs Switch 2 dilemmaMore Acquired:Get email updates with hints on next episode and follow-ups from recent episodesJoin the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    Trappin Tuesday's
    Where Should You Invest After NVIDIA's Big News?

    Trappin Tuesday's

    Play Episode Listen Later Jun 29, 2025 11:34


    NVIDIA's CEO, jensen huang, laid out the three phases of artificial intelligence that are shaping the future, highlighting how NVIDIA told us where to invest next. As the future of ai takes shape, it's vital to understand where AI stocks fit in. The video also touches on data training.Where Should You Invest After NVIDIA's Big News?