Podcasts about Nvidia

American technology company

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    Latest podcast episodes about Nvidia

    Brad & Will Made a Tech Pod.
    311: The Fab Floor

    Brad & Will Made a Tech Pod.

    Play Episode Listen Later Nov 2, 2025 88:43


    PC World's Adam Patrick Murray stops by this week to discuss the trip he and Will recently took to visit Intel's new 18A chip fabrication facility in Arizona. Settle in for a wide-ranging chat about the upcoming Panther Lake architecture, why Intel won't have a new desktop part for a while longer, the future of next-gen chiplet interconnects, the difficulty of scheduling between big and little cores, suiting up to enter the fab, 30mph FOUPs whizzing around overhead, EUV machines the size of multiple school buses, getting served beer by tiny horses (??), and more. 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

    SpawnCast
    Xbox Sales Drop, Gaming's New Competition, PS2 Anniversary, Animal Crossing Switch 2 | Spawncast 438

    SpawnCast

    Play Episode Listen Later Nov 2, 2025 116:55


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

    WSJ What’s News
    What's News in Markets: Nvidia Milestone, Mag 7, Chipotle Suffers

    WSJ What’s News

    Play Episode Listen Later Nov 1, 2025 6:14


    How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Offline with Jon Favreau
    Is AI Too Big to Fail or Too Dangerous to Succeed?

    Offline with Jon Favreau

    Play Episode Listen Later Nov 1, 2025 68:45


    Will the AI bubble pop or will AI permanently reshape our society? Jon sits down with Stephen Witt, an investigative journalist and author of “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip” to talk about Stephen's dire warning in the New York Times about an AI prompt that could end the world. The two discuss the data centers taking over towns across America (and propping up our economy), young people's quickly evolving relationship to “chat,” and what hope they both have — more than you would expect — for our AI future.For a closed-captioned version of this episode, click here. For a transcript of this episode, please email transcripts@crooked.com and include the name of the podcast. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    WSJ Your Money Briefing
    What's News in Markets: Nvidia Milestone, Mag 7, Chipotle Suffers

    WSJ Your Money Briefing

    Play Episode Listen Later Nov 1, 2025 6:24


    How did Nvidia close out the week after becoming the first $5 trillion company? And how did increased AI spending affect the members of the Magnificent Seven that reported earnings this week? Plus, what's causing lower demand for fast-casual dining spots like Chipotle? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The AI Breakdown: Daily Artificial Intelligence News and Discussions

    That is, according to a new study designed to how well AI agents can perform real-world freelance projects. The results show just how far full automation remains. NLW breaks down the new “Remote Labor Index,” how it compares to OpenAI's GDP-V metric, and what it reveals about the difference between automating tasks versus entire jobs. Plus: Amazon's strong AI-driven earnings, Meta's record-breaking bond sale for data centers, YouTube's leadership shakeup, and Nvidia's big bet on Poolside.Learn more: https://www.remotelabor.ai/Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

    The Dr Boyce Breakdown
    Nvidia stock just exploded and why black people missed out

    The Dr Boyce Breakdown

    Play Episode Listen Later Nov 1, 2025 46:02


    Dr Boyce discusses Nvidia stock and black economics.

    PC Perspective Podcast
    Podcast #842 - NVIDIA Hits 5 Trillion, DGX Performance, Memory and Storage Price Hikes, AI Clippy, Linux Gaming + MORE!

    PC Perspective Podcast

    Play Episode Listen Later Nov 1, 2025 75:35


    A creepy collection of stories that will give you nightmares - and that's just (in)Security corner!We've got RAM prices, Nvidia Trillions, 16GB GPUs, Soundcards, and smart fridges!  (It's a spooktacular show)Thanks to Notion and their new Agent for sponsoring the show today!  Timestamps:00:00 Preroll00:05 Intro00:58 Patreon02:27 Food with Josh04:36 NVIDIA is now a FIVE trillion dollar company15:02 DGX Spark real-world performance17:43 Turning Wi-Fi into dialup20:30 Creative crowdsources the latest Sound Blaster27:22 A shunt mod brings mobile RTX 4090 to RTX 5090 level29:52 Clippy is back, sort of31:59 Memory price hikes, SK hynix sold out through next year?34:33 Samsung smart fridge update adds ads39:06 Podcast sponsor Notion Agent40:33 (In)Security Corner50:09 Gaming Quick Hits1:02:54 Picks of the Week1:14:10 Outro ★ Support this podcast on Patreon ★

    The Road to Autonomy
    Episode 344 | Autonomy Markets: NVIDIA's Autonomy Ambitions Become Clearer as Waymo and Uber Head for Divorce

    The Road to Autonomy

    Play Episode Listen Later Nov 1, 2025 34:03


    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss NVIDIA's ever expanding autonomy ambitions and the fracturing relationship between Waymo and Uber, which may signal the end of one of the industry's most-watched partnerships. Jensen Huang's latest GTC announcements further signaled that NVIDIA is moving beyond supplying compute to potentially building their own full autonomy stack and licensing it. Grayson and Walt trace this shift back to the early days NVIDIA's automotive division and the evolution of its Hyperion platform, which is now positioned not only to power OEMs but also to compete directly with the very companies that rely on its GPUs to enable autonomous driving systems.While NVIDIA appears poised to compete with its customers, Waymo and Uber's partnership is showing signs of unraveling after Uber announced plans to deploy Lucid/Nuro autonomous vehicles in San Francisco next year, directly challenging Waymo on in their home market.Grayson likens the move to “divorce court,” raising questions about how the companies will divide the Austin and Atlanta markets, where Waymo currently operates exclusively on Uber's platform. The episode closes with updates on Aurora's strategic pivot and the Foreign Autonomy Desk, covering Baidu's expansion in Hong Kong, Uber's European ambitions, and continued progress in Tesla's FSD rollout.Episode Chapters0:00 NVIDIA's Autonomy Ambitions 7:13 Waymo & Uber's Fracturing Relationship9:35 Nuro's Upcoming Launch on Uber in San Francisco 11:51 Gemini is Coming to Waymo14:05 Boston's Autonomous Vehicle Blunder15:43 Seattle's Challenging Political Environment 17:34 Political Coalitions 19:36 Aurora's Pivot25:32 Tesla Robotaxi / FSD 14 Updates30:04 Foreign Autonomy Desk33:08 Next WeekRecorded on Thursday, October 30, 2025--------About The Road to AutonomyThe Road to Autonomy provides market intelligence and strategic advisory services to institutional investors and companies, delivering insights needed to stay ahead of emerging trends in the autonomy economy™. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Klik
    Klik 369: Značke Xbox už nerozumie ani Microsoft

    Klik

    Play Episode Listen Later Nov 1, 2025 57:45


    Klik je týždenný komentovaný prehľad technologických správ, o udalostiach, ktoré sa udiali vo svete IT, médií a sociálnych sietí. Moderátori: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ondrej Podstupka⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Martin Hodás Discord diskusný server nájdete tu: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://discord.gg/eqeqBcw2V8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Linky: Chatboty nerozumejú správam https://www.ebu.ch/news/2025/10/ai-s-systemic-distortion-of-news-is-consistent-across-languages-and-territories-international-study-by-public-service-broadcaste Herné trápenie sa Microsoftu https://www.bloomberg.com/news/articles/2025-10-23/microsoft-pushes-xbox-studios-to-hit-higher-profit-margins Ako fungujú kasína s online hrami https://www.youtube.com/watch?v=q58dLWjRTBE Spravili sme chybu, máte pripomienku? Napíšte nám na ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠klik@sme.sk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Kapitoly 00:00 Úvod01:18 Trh si myslím, že Nvidia má ešte kam rásť18:53 Herná stratégia Microsoftu sa ďalej triešti30:59 Starlink v slovenských vlakoch38:56 Valve prasklo bublinu virtuálnych predmetov50:53 ZáverSee omnystudio.com/listener for privacy information.

    Backyard Conversations
    Darfur Genocide, NVIDIA to the Moon, Hurricane Melissa, Prince Andrew

    Backyard Conversations

    Play Episode Listen Later Nov 1, 2025 21:38 Transcription Available


    Civilians keep bearing the brunt in the ongoing war between the Sudan Military and the RSF. How does the involvement of the UAE in the conflict affect any hope for a ceasefire? NVIDIA are the first company to hit $5 Trillion market cap barely two years after Apple were the first company ever to get to $3.5 Trillion. Is this a bubble, and will it burst any time soon? Hurricane Melissa wrecked havoc in Jamaica and left no stone unturned as it traveled through Haiti and Cuba. Aid is needed for recovery, and it makes us question how this money and support trickles down to those who need it the most. Prince Andrew is in the news over and over again over allegations of a relationship with now late, disgraced Jeffrey Epstein. Will the Royal Family distance itself from one of their own? The Louvre heist has been in the news for a couple of weeks. What's happening with the alleged suspects, and where's all the bling that was stolen? Connect with us:@iGbenga @TemiDavis @dpencilpusher

    Computer Talk Radio
    Computer Talk Radio Broadcast 11-01-2025

    Computer Talk Radio

    Play Episode Listen Later Nov 1, 2025 90:02


    This week's full broadcast of Computer Talk Radio includes - 00:00 - Nerd news for non-techies - Amazon, 8K resolution, OpenAI, Nvidia, Twitter, X, layoffs - 11:00 - Older IT workers bring experience - Benjamin covers the strength of older IT workers in business - 22:00 - Smartphone cases - Benjamin and Keith discuss their choices of smartphone cases - 31:00 - Marty Winston's Wisdom - Marty is impressed by new Roku USB sticks and QLED Pro TV - 39:00 - Scam Series - zero day exploits - Braden asks for details and concern over zero day vulnerability - 44:00 - Keske on nanotechnology - Steve and Benjamin discuss the small details of nanotechnology - 56:00 - Dr Doreen Galli - Money 20/20 - Doreen covers Money 20/20 expo and tech involved with money - 1:07:00 - Alfred Poor - Health tech - Alfred Poor shares how health tech is evolving quickly - 1:16:00 - IT Professional Series - 352 - Renee is concerned company is laying off, and how to upskill - 1:24:00 - Listener Q&A - slow websites - Holly asks why websites are slow on work PC but not home PC

    Portland, Oregon, startup news - Silicon Florist
    Week ending Oct 31, 2025 - Portland Oregon startup news

    Portland, Oregon, startup news - Silicon Florist

    Play Episode Listen Later Nov 1, 2025 24:10


    This week in Portland startup news, ConductorOne raises $79M, Nvidia is worth $5T, Newberry, Oregon, is hot — geothermally, SXSW Pitch applications are due, and Portland folks step up to help SNAP recipients. Plus, this channel hits 1000 subscribers and there's a gift for you. And of course, a few secrets at the end.PORTLAND STARTUP STORIES00:00 Portland startup news intro00:50 Celebrating 1000 subs with a gift for you02:00 ConductorOne raises $79M05:00 Nvidia is worth $5T07:35 Mazama Energy in Newberry, Oregon09:44 SXSW Pitch applications are due11:55 Support for SNAP recipients16:20 SecretsPORTLAND STARTUP LINKS- SXSW Pitch https://sxsw.com/pitch- Help for SNAP recipients https://docs.google.com/document/d/1xE344KkfzqCZ1DU7qq0cOE4y3V18YK9f4tSvFC3dtH0/edit?usp=sharing- Sylvia Salazar of TonoLatino on SNAP https://www.youtube.com/shorts/pwc-QSNPRnM - Jeremy Tanner on Mildly Interesting People https://www.youtube.com/watch?v=vcxWXrF1pEw FIND RICK TUROCZY ON THE INTERNET AT…- https://patreon.com/turoczy- https://linkedin.com/in/turoczy- Portland startup news on Apple Podcasts https://podcasts.apple.com/us/podcast/portland-oregon-startup-news-silicon-florist/id1711294699- Portland startup news on Spotify https://open.spotify.com/show/2cmLDH8wrPdNMS2qtTnhcy?si=H627wrGOTvStxxKWRlRGLQ- Startup Stories on Spotify https://open.spotify.com/show/1Tk7bbzaNYowGouI9ucKC3- Startup Stories on Apple Podcasts https://podcasts.apple.com/us/podcast/startup-stories-with-silicon-florist/id1849468494- The Long Con on Apple Podcasts https://podcasts.apple.com/us/podcast/the-long-con/id1810923457- The Long Con on Spotify https://open.spotify.com/show/48oglyT5JNKxVH5lnWTYKA- https://bsky.app/profile/turoczy.bsky.social- https://siliconflorist.substack.com/- https://pdxslack.comABOUT SILICON FLORIST ----------For nearly two decades, Rick Turoczy has published Silicon Florist, a blog, newsletter, and podcast that covers entrepreneurs, founders, startups, entrepreneurship, tech, news, and events in the Portland, Oregon, startup community. Whether you're an aspiring entrepreneur, a startup or tech enthusiast, or simply intrigued by Portland's startup culture, Silicon Florist is your go-to source for the latest news, events, jobs, and opportunities in Portland Oregon's flourishing tech and startup scene. Join us in exploring the innovative world of startups in Portland, where creativity and collaboration meet.ABOUT RICK TUROCZY ----------Rick Turoczy has been working in, on, and around the Portland, Oregon, startup community for nearly 30 years. He has been recognized as one of the “OG”s of startup ecosystem building by the Kauffman Foundation. And he has been humbled by any number of opportunities to speak on stages from SXSW to INBOUND and from Kobe, Japan, to Muscat, Oman, including an opportunity to share his views on community building on the TEDxPortland stage (https://www.youtube.com/watch?v=Cj98mr_wUA0). All because of a blog. Weird.https://siliconflorist.com#pdx #portland #oregon #startup #entrepreneur

    Grumpy Old Geeks
    720: Sad Max Mode

    Grumpy Old Geeks

    Play Episode Listen Later Oct 31, 2025 68:15


    This week's episode started with the usual existential sigh before tumbling straight into the corporate bloodbath. Amazon chopped 14,000 jobs under the noble banner of “embracing AI,” which CEO Andy Jassy insists isn't about money—despite swimming Scrooge McDuck–style in profit. GM's cutting 1,700 workers, YouTube's dangling “voluntary” buyouts, and economists can't decide if AI is killing jobs or if the economy's just trash. Microsoft's winning either way, sitting pretty on OpenAI's planned $1 trillion IPO, while Meta stock cratered because Zuckerberg's still shoveling billions into the AI bonfire instead of quietly burying the metaverse. Meanwhile, Elon managed to cram a week's worth of disasters into a single news cycle: Tesla's being probed for its idiotic “Mad Max” mode, recalling thousands more Cybertrucks because they can't figure out glue, launching Grokipedia (Wikipedia's evil twin), and turning Truth Social into a crypto casino. Somewhere between the chaos, more people tuned into a fake NVIDIA livestream than the real one, and the only vaguely uplifting story was a grieving family using an AI chatbot to hack a $195K hospital bill down to $33K.In media misery, we soothed our nuclear anxiety with A House of Dynamite, tolerated Welcome to Derry, rolled our eyes at Stranger Things 5, and confirmed Slow Horses still rules. Music listeners, please stop streaming fascism—cancel Spotify. On the tech toy front, Grammarly's having an identity crisis as “Superhuman,” Affinity caved to the subscription gods, and Apple's prepping to inject ads into Maps because the world wasn't already annoying enough. The chaos didn't stop there: a rogue Goodreads librarian rewrote Trump's book listings to protest censorship, Cursor 2.0 actually impressed us with a working currency converter, and Enshittification: Why Everything Suddenly Got Worse and What to Do About It turned out to be the perfect title for the entire digital era.Sponsors: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/1passwordMasterClass - Get an additional 15% off any annual membership at MASTERCLASS.com/GRUMPYOLDGEEKSCleanMyMac - clnmy.com/GrumpyOldGeeks - Use code OLDGEEKS for 20% off.Show notes at https://gog.show/720FOLLOW UPWhat both sides of America's polarized divide share: Deep anxieties about the meaning of life and existence itself720° © 1986 Atari Games.IN THE NEWSAmazon cuts its workforce by 14,000 in further embrace of AIIs AI Leading to Layoffs or Does the Economy Just Suck?Amazon CEO Now Says AI Is Not Responsible for Recent LayoffsAmazon Accused of Trapping Drivers in AI PanopticonGM lays off 1,700 workers making EVs and batteries in Michigan, TennesseeTesla Recalls Thousands More Cybertrucks, Is Bad at Gluing ThingsYouTube is offering employees buyouts as part of an AI-focused reorganizationEveryone Is Laying People Off This Week. Researchers Say They're Going to Regret ItOpenAI completes restructure, solidifying Microsoft as a major shareholderOpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuationMeta Stock Plummets as Investors Horrified at How Much Zuckerberg Is Spending on Misfired AIFederal investigators are looking into Tesla's Mad Max mode, which reportedly defies speed limitsGrokipedia Is the Antithesis of Everything That Makes Wikipedia Good, Useful, and HumanMore people watched a fake NVIDIA livestream than the real thingTrump's Media Company Set To Roll Out Polymarket-Like Prediction Market on Truth SocialSurprising no one, researchers confirm that AI chatbots are incredibly sycophanticGrieving family uses AI chatbot to cut hospital bill from $195,000 to $33,000 — family says Claude highlighted duplicative charges, improper coding, and other violationsMEDIA CANDYA House of DynamiteWelcome to DerryStranger Things 5 | Official Trailer | NetflixSlow HorsesDon't Stream Fascism: Cancel SpotifyAPPS & DOODADSGrammarly has rebranded to SuperhumanAffinity's image-editing apps go “freemium” in first major post-Canva updateApple is reportedly getting ready to introduce ads to its Maps appRogue Goodreads Librarian Edits Site to Expose 'Censorship in Favor of Trump Fascism'Introducing Cursor 2.0 and ComposerEnshittification: Why Everything Suddenly Got Worse and What to Do About It by Cory DoctorowThe Disenshittify ProjectCurrency ConverterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Pivot
    Nvidia Hits $5 Trillion, Elon Musk Launches Grokipedia, and OpenAI's IPO Future

    Pivot

    Play Episode Listen Later Oct 31, 2025 73:59


    Kara and Scott discuss OpenAI finally completing its for-profit restructure, and Nvidia becoming the first company in history to hit a $5 trillion market cap. Then, Elon Musk launches Grokipedia, while Truth Social gets into the prediction market business. Plus, the latest in tech earnings from Microsoft, Meta, and Alphabet. We're going on tour! Get tickets at pivottour.com Watch this episode on the ⁠⁠Pivot YouTube channel⁠⁠. Follow us on Instagram and Threads at ⁠⁠@pivotpodcastofficial⁠⁠. Follow us on Bluesky at ⁠⁠@pivotpod.bsky.social⁠⁠ Follow us on TikTok at ⁠⁠@pivotpodcast⁠⁠. Send us your questions by calling us at 855-51-PIVOT, or email pivot@voxmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Market Mondays
    Strategic Wins in Chip Stocks: AMD, Micron, and the Power of Access in Investing

    Market Mondays

    Play Episode Listen Later Oct 31, 2025 11:28 Transcription Available


    In this clip, Rashad Bilal and Troy Millings, hosts of Market Mondays, dive deep into the current state of chip stocks—highlighting companies like AMD, Nvidia, MU, ASML, TSM, Qualcomm, and Broadcom. They reflect on the explosive growth in the sector, discuss investment strategies, and break down real stories from their community, including how a Market Mondays recommendation led to a massive win on an AMD options trade.Rashad shares his personal options strategy, emphasizing why time and research matter in volatile markets. He walks viewers through the importance of scaling contracts, profit thresholds, and reinvesting in strong companies after pullbacks. The duo also discuss their experience giving exclusive picks to EY University members, describing the hands-on support and access to in-depth monthly calls.The clip features insights from their tour of Nvidia's campus, revealing the rare opportunities and confidence gained from direct conversations with tech executives. Troy and Rashad stress why having access to the right information and community—like EY University's app and regional meetups—can be game-changing for investors.If you're interested in understanding the chip stock landscape, learning practical option trading strategies, and discovering the value of networking with successful investors—this Market Mondays clip is a must-watch!*Key Highlights:*AMD options success story from the Market Mondays communityOption trading strategies: scaling contracts & profit-takingDeep dive into Micron and TSM calls, including strategies for reinvesting profitsImportance of doing research before investing in chip stocksHow exclusive access, monthly calls, and networking drives community valueInsights from inside Nvidia's campus and conversations with industry leadersThe impact of market timing, Federal rate cuts, and the AI boom on chip stocksDon't miss this Market Mondays clip for access, insider knowledge, and actionable tips for building your investment portfolio in today's fast-moving tech market!*Hashtags:* #ChipStocks #AMD #Nvidia #OptionsTrading #Micron #MarketMondays #Investing #StockMarket #EYLU #Broadcom #ASML #TSM #FinancialEducation #AIStocks #CommunityInvestingOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

    The Pour Over
    Hurricane Melissa Damage, Trade Deal with China, Nvidia Hits $5T, & More | 10.31.2025

    The Pour Over

    Play Episode Listen Later Oct 31, 2025 10:20


    Today, we're talking about the devastation Hurricane Melissa wrought in the Caribbean; trade progress between Uncle Sam and China; record-breaking earnings on Wall Street; and other top news for Friday, October 31st. Stay informed while remaining focused on Christ with The Pour Over. World Concern Donation Link Join over 1.5 million readers with our free newsletter here Looking to support us? You can choose to pay here Check out our sponsors! We actually use and enjoy every single one. Cru Surfshark Holy Post CCCU Upside HelloFresh Mosh LMNT Theology in the Raw Safe House Project A Place For You Practicing Life Together Not Just Sunday Podcast Quince Courage for Life Study Bible She Reads Truth

    The John Batchelor Show
    38: The US-China Tariff Truce and AI's Market Trajectory Guest: Chris Riegel Chris Riegel discusses the temporary US-China tariff truce and Nvidia's potential re-entry into the high-end AI chip market in China. He notes retailers are currently absorbing

    The John Batchelor Show

    Play Episode Listen Later Oct 31, 2025 8:55


    The US-China Tariff Truce and AI's Market Trajectory Guest: Chris Riegel Chris Riegel discusses the temporary US-China tariff truce and Nvidia's potential re-entry into the high-end AI chip market in China. He notes retailers are currently absorbing tariff costs but anticipate price spikes in the first quarter of 2026, despite offsets from reduced energy costs. Riegel affirms that artificial intelligence is "real" and economically transformational, though market aspects may prove "bubbly," comparing the current technological stage to the "bottom of the first inning" of a major economic change. 1953

    Morning Announcements
    Friday, October 31st, 2025 - Trump in Beijing; SNAP set to expire; New refugee cap; Louvre heist arrests; Bye-bye “Prince” Andrew

    Morning Announcements

    Play Episode Listen Later Oct 31, 2025 9:28


    Today's Headlines: Trump's Asia trip is somehow still going, with his latest stop in Beijing producing no trade deal — but plenty of showmanship. After what he called an “amazing” meeting with Xi Jinping, Trump said China will resume buying U.S. soybeans and pause export limits on rare earth minerals, while the U.S. cuts fentanyl tariffs from 20% to 10%. Missing from the talks: Taiwan, Russian oil, or China's access to Nvidia's AI chips. Also not discussed (but probably should've been): Trump's pre-meeting Truth Social post saying he's ordering the military to restart nuclear weapons testing — something no U.S. president has done since 1992. The Kremlin warned that if Washington breaks the moratorium, Moscow “will act accordingly.” Back in the US, SNAP and WIC benefits for over 40 million Americans are set to expire tomorrow as Senate Republicans blocked emergency funding, while also refusing to let Democrats use USDA contingency funds to keep the programs alive. Meanwhile, coffee might finally get cheaper — Senators Catherine Cortez Masto and Rand Paul introduced a bipartisan bill to repeal Trump's coffee tariffs. Illinois Gov. JB Pritzker asked ICE to pause raids in Chicago over Halloween weekend after agents fired tear gas near a kids' parade. The administration also announced it'll cap refugee admissions at 7,500 next year — down from 125,000 — prioritizing white South Africans. The DOJ has reopened an investigation into Black Lives Matter leaders over alleged donor fraud from 2020, despite a prior review finding no wrongdoing. In corporate circus news, OpenAI is reportedly preparing to go public at a trillion-dollar valuation (sure, why not), five more suspects were arrested in the $100 million Louvre jewel heist, and King Charles has officially stripped Prince Andrew of his royal title and booted him from royal property — so long, “Prince” Andrew. Resources/Articles mentioned in this episode: NBC News: What Trump and Xi did and didn't agree upon in their meeting PBS News: Trump appears to suggest the U.S. will resume testing nuclear weapons for first time in 30 years NOTUS: Senate Republicans Block Democratic Effort to Fund SNAP During the Shutdown ALX Now: Warner urges Trump administration to use USDA funds to prevent SNAP benefits from expiring KOLO: Cortez Masto, Rand Paul push to repeal Trump tariffs on coffee Axios: Immigration enforcement will continue over Halloween in Chicago, Noem says AP News: Trump administration live updates: Refugees limited mostly to white South Africans CNN: Justice Department investigating fraud allegations in Black Lives Matter movement, AP sources say Reuters: Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation CNN: Five new suspects arrested over Louvre heist – but still no sign of looted jewels WSJ: Prince Andrew Stripped of Royal Title by King Charles Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

    Marketplace Tech
    Bytes: Week in Review - Is AI to blame for this week's wave of layoffs?

    Marketplace Tech

    Play Episode Listen Later Oct 31, 2025 13:57


    Several major firms announced tens of thousands of job layoffs this week, and some reports are putting the blame on AI. Plus, startup Character.AI says it will ban minors from interacting with its chatbots. Also, Nvidia became the first $5 trillion company. We'll look at what that means. Marketplace's Nova Safo spoke with regular contributor Natasha Mascarenhas, reporter at The Information, about all these topics on this week's Marketplace Tech Bytes: Week in Review.

    Marketplace All-in-One
    Bytes: Week in Review - Is AI to blame for this week's wave of layoffs?

    Marketplace All-in-One

    Play Episode Listen Later Oct 31, 2025 13:57


    Several major firms announced tens of thousands of job layoffs this week, and some reports are putting the blame on AI. Plus, startup Character.AI says it will ban minors from interacting with its chatbots. Also, Nvidia became the first $5 trillion company. We'll look at what that means. Marketplace's Nova Safo spoke with regular contributor Natasha Mascarenhas, reporter at The Information, about all these topics on this week's Marketplace Tech Bytes: Week in Review.

    Techmeme Ride Home
    Amazon Didn't Scare Investors

    Techmeme Ride Home

    Play Episode Listen Later Oct 31, 2025 23:27


    Amazon didn't scare investors this Halloween. They're quite pleased, actually. They're not public but we now know how much money OpenAI lost this quarter. Nvidia's generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales growth, topping estimates (CNBC) Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register) Sora now lets you pay extra to make more AI videos (The Verge) Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg) Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg) Weekend Longreads Suggestions: Nike says its first ‘powered footwear' is like an e-bike for your feet (The Verge) Some People Can't See Mental Images. The Consequences Are Profound (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

    The AI Breakdown: Daily Artificial Intelligence News and Discussions
    Why OpenAI's $1 Trillion IPO Can't Come Soon Enough

    The AI Breakdown: Daily Artificial Intelligence News and Discussions

    Play Episode Listen Later Oct 31, 2025 25:23


    A new Reuters report says OpenAI is considering an IPO that could raise at least $60 billion—potentially as early as late next year or in 2027. The move would mark one of the biggest market debuts in history and signal that the company's capital needs have outgrown private markets. NLW breaks down why going public might be inevitable, what it would mean for the broader AI industry, and how it could finally open access to the AI wealth boom for everyday investors. Also in this episode: Universal's AI music settlement and user backlash, Character AI's under-18 restrictions, Harvey's $8B valuation, and NVIDIA's record-setting $5T milestone.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

    Morning Somewhere
    2025.10.31: No More Days Til Halloween

    Morning Somewhere

    Play Episode Listen Later Oct 31, 2025 26:27


    Burnie and Ashley discuss Halloween, John Carepenter's Halloween, Halloween 3, Meta's very personal porn habit, Best and Worst Halloween candies, dark chocolate, Nvidia hits 5 trillion, Netflix considering Warner, and weirdest movie in a franchise.

    The Bid
    238: Jim Cramer on Investing – How To Make Money In Any Market

    The Bid

    Play Episode Listen Later Oct 31, 2025 22:51


    Investing in any market can feel daunting — but it doesn't have to. In this episode of The Bid, host Oscar Pulido sits down with Jim Cramer, investor, author, and host of Mad Money, to explore what it really takes to build wealth and confidence over time.Cramer's latest book, How to Make Money in Any Market, continues his mission of empowering everyday investors to take control of their financial futures. From lessons learned running a hedge fund to insights from decades in media, Cramer's message is clear: you don't need to be a professional to succeed - you just need discipline, curiosity, and patience. From the birth of the “FAANG” concept to the story behind naming his dog Nvidia, Cramer shares personal stories that illuminate his broader philosophy — that investing is about persistence, not prediction. He and Oscar also discuss long-term trends in capital markets, the role of index investing, and why hope and participation remain central to a healthy investing mindset.This episode covers:· Why Cramer believes this is the right moment for a new playbook on investing.· The power of compounding and why saving regularly still works in today's capital markets.· How technology — from online research to tools like ChatGPT — has transformed access to information.· Why he encourages investors to “do the homework” or choose a diversified index approach if they can't.· His pyramid-style investing framework: build positions slowly, remove emotion, and let time work for you.· What he's learned from mistakes, like overconfidence or losing faith too soon.· How curiosity, observation, and understanding the “craft” can help investors find opportunities all around them.Key timestamps in this episode:00:00 Introduction to Investing with Jim Cramer00:50 Jim Cramer's Journey and New Book02:37 The Importance of Saving and Investing04:12 How to Analyze Stocks and Develop Market Strategies06:10 Jim's Investment Ethos and Practical Advice19:16 Personal Insights and Lightning Round21:57 Conclusion and Next Episode PreviewMad Money, Investing in any market, Stock market trends, Capital markets, Long-term investing, Financial education, Retail investors, Compounding, AI investingThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and Non-EEA countries, this is authorized and regulated by the FCA. In the EEA, it is authorized and regulated by the AFM. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Inside the ICE House
    Market Storylines: Fed Cut, China Trade Truce + Halloween Week Earnings

    Inside the ICE House

    Play Episode Listen Later Oct 31, 2025 7:59


    Michael Reinking, Senior Market Strategist at the NYSE, recaps a week where markets hit record highs amid shifting dynamics. A softer CPI print confirmed a Fed rate cut, while tech led gains on surging AI optimism and Nvidia crossing $5T in market cap. Earnings remained strong, driven by massive AI infrastructure investments from hyperscalers. Trade talks delivered a limited U.S.-China truce, easing some uncertainty but leaving tariff challenges ahead. The week ended with mixed reactions to the Fed's cautious tone as investors look toward more earnings and key economic data next week.

    World Business Report
    Hazelnut supply crisis threatens chocolates like Nutella

    World Business Report

    Play Episode Listen Later Oct 31, 2025 8:56


    Italian confectionery giant Ferrero, maker of Ferrero Rocher and Nutella, is in a standoff with Turkish hazelnut dealers. Why? Turkey, the world's largest hazelnut producer, has been hit by poor weather, a bad harvest, and pest infestations, sending prices soaring.In Jamaica, a catastrophe bond will release millions to help the country rebuild after Hurricane Melissa.Meanwhile, who is Nvidia, the world's most valuable company, selling AI chips now?And with pumpkins, costumes, and candy, billions are spent worldwide each Halloween, boosting economies everywhere.Presenter: Leanna Byrne Producer/Editor: Niamh McDermott

    Market Maker
    BATMMAAN Takes Over Wall Street: Nvidia, Big Tech Earnings & Fed Fog

    Market Maker

    Play Episode Listen Later Oct 31, 2025 54:33


    This week on Market Maker, we unpack three big themes moving markets. Nvidia briefly hit a $5 trillion valuation before a Trump–Xi meeting wiped billions off the stock. We explain what happened and what it reveals about AI hype and geopolitics.We then break down big tech earnings: Alphabet soared while Meta slumped, despite similar numbers. Is “BATMMAAN” the new “Magnificent 7”? And finally, the Fed cut rates—but Powell's fog analogy hints at rising uncertainty ahead.Whether you're a student, prepping for interviews, or just want clear market insights, we've got you covered.(00:00) Themes in Focus This Week(03:46) Nvidia hits $5T: AI chips, hype & order book(09:17) Trump–Xi meeting fallout: Nvidia crashes(22:00) Alphabet soars, Meta slumps — why?(30:11) Amazon & Apple: AI, retail, and holiday signals(37:40) Meta's spending problem + the new AI chapter(49:37) Fed cuts rates: Powell's “fog” warningSubscribe to the daily Market Maker newsletter

    China In Focus
    Trump Cuts Fentanyl Tariffs on China to 10% - China in Focus

    China In Focus

    Play Episode Listen Later Oct 31, 2025 22:24


    00:00 Intro01:42 Trump Cuts Fentanyl Tariffs on China to 10%04:38 Trump Says He Will Visit China Next April04:56 Trump, Xi Discuss Efforts to End Ukraine War05:09 Nvidia's Blackwell Chips Not Discussed in Meeting05:53 CCP Media Report Omits China's Promises to U.S.06:27 Trump Directs Pentagon to Resume Nuclear Testing08:56 Russia's Burevestnik Missile Test: Symbol or Threat?10:00 Bessent: U.S.-China Trade Deal Could Be Signed Next Week11:45 Expert Unpacks U.S.-China ‘Placeholder Agreement'16:38 Analysis on How the U.S. and China Covered Trump-Xi Talks

    TD Ameritrade Network
    Friday's Final Takeaways: NVDA's Big Week, Gold & Storage's Big Month

    TD Ameritrade Network

    Play Episode Listen Later Oct 31, 2025 4:51


    On the final day of the trading week and October, Marley Kayden and Sam Vadas take investors through their top stories to close out another month on Wall Street. They talk about Nvidia's (NVDA) silent but strong week where five other Mag 7 giants took many of the headlines. As for October, they note gold's massive rally and following selling action, along with storage companies like Micron (MU), Seagate (STX), and Western Digital (WDC) bolstering strength in the A.I. race.======== 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

    The Information's 411
    Amazon & Apple Quarterly Results, Crypto Boosting Private Market, AI Customer Service | Oct 31, 2025

    The Information's 411

    Play Episode Listen Later Oct 31, 2025 38:13


    Creative Strategies Senior Analyst Austin Lyons talks with TITV Host Akash Pasricha about Amazon's strong AWS results, its Trainium chip strategy against NVIDIA, and Apple's focus on the iPhone and services. We also talk with Emerald AI Founder & CEO Varun Sivaram about the startup's $18M raise and its software approach to solving the AI data center energy bottleneck. Crypto Reporter Yueqi Yang joins to discuss Kraken's soaring $20 billion valuation and the boom in crypto private markets, followed by Maven AGI Founder & CEO Jonathan Corbin, who talks about the crowded AI customer support space and his three-to-five-year timeline for AGI. Lastly, Venture Capital Reporter Natasha Mascarenhas breaks down Benchmark's "anti-Andreessen Horowitz" strategy and the implications of its new General Partner. The episode also features clips from The Information's WTF Summit with YouTube's Chief Business Officer Mary Ellen Coe and Tubi's CEO Anjali Sud.Articles discussed on this episode:https://www.theinformation.com/articles/benchmarks-ai-pressure-test-high-prices-smaller-stakes-poached-starhttps://www.theinformation.com/articles/stock-markets-crypto-rally-boosts-private-companieshttps://www.theinformation.com/articles/amazons-cloud-liftsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    Rob Black & Your Money
    What An Interesting Week

    Rob Black & Your Money

    Play Episode Listen Later Oct 31, 2025 38:15


    All the Nvidia, Fed, and Earnings news from the week, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.

    Bloomberg Daybreak: US Edition
    Apple & Amazon Ease Megatech Nerves; Trump Says GOP Should Ditch Filibuster

    Bloomberg Daybreak: US Edition

    Play Episode Listen Later Oct 31, 2025 18:07 Transcription Available


    On today's podcast: 1) The mood in US stock markets has been lifted again by strong earnings from Apple and Amazon to round up the week of mega-cap results. Futures for both the S&P 500 and Nasdaq 100 were higher after both indexes sunk on Thursday. Apple forecast a major surge in sales for the holiday season to provide assurance to investors that the iPhone remains a growth driver, while Amazon’s cloud division notched its best quarterly growth in almost three years. That’s smoothed out the setback in the big tech and AI narrative from the mixed reception to results from Meta Platforms, Microsoft and Alphabet. 2) Nvidia CEO Jensen Huang still hopes to sell chips from the company’s Blackwell lineup to customers in China, though he has no current plans to do so, he told reporters Friday. Blackwell is Nvidia’s latest generation of artificial intelligence semiconductors, figuring prominently as a potential bargaining chip in trade talks between the US and China. Licensing the sale of those products did not figure in the discussion between President Trump and his Chinese counterpart Xi Jinping this week, with the US leader saying Nvidia and the Chinese government will have to keep talking about the $5 trillion company’s access to the Asian nation’s market. 3) President Trump called on Senate Republicans to vote to get rid of the filibuster in the upper chamber, amid a government shutdown that has lasted nearly a month. Because of the filibuster rule in the US Senate, most legislation needs 60 votes to pass. While a majority of lawmakers could revise those rules, both parties have largely resisted doing so to preserve their ability to shape legislation when outside of the majority. During the recent funding showdown, Democrats have refused to support a Republican bill offering stopgap funding unless the GOP agrees to extend healthcare subsidies.See omnystudio.com/listener for privacy information.

    Squawk Box Europe Express
    Nvidia lines up major chip deals with ROK titans

    Squawk Box Europe Express

    Play Episode Listen Later Oct 31, 2025 26:09


    Nvidia announces a slew of deals with major South Korean firms involving more than 250,000 Blackwell A.I. chips with CEO Jensen Huang due to address the APEC summit in Gyeongju. Apple posts a Q3 beat thanks to strong iPhone sales while Amazon shares are up 13 per cent in after-hours trade following its fastest growth in cloud computing in years. In Frankfurt, the ECB holds rates steady at 2 per cent for the third consecutive meeting. President Christine Lagarde tells our Italian colleagues at Class CNBC she believes the continent is “in good place”.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    FOX on Tech
    Nvidia GTC Addresses AI Developments

    FOX on Tech

    Play Episode Listen Later Oct 31, 2025 1:45


    Nvidia is teaming up with the federal government to push the Trump administration's plan to become the world leader in artificial intelligence. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Canaltech Podcast
    US$ 5 trilhões: Como a Nvidia se tornou a empresa mais valiosa do mundo

    Canaltech Podcast

    Play Episode Listen Later Oct 31, 2025 30:25


    A Nvidia atingiu um marco histórico nesta semana. A empresa se tornou a primeira a ter um valor de mercado superior à US$ 5 trilhões. No episódio de hoje, o repórter Marcelo Fischer conversou com Sérgio Oliveira, editor do Canaltech, e com Roberto Kanter, professor dos MBA de Gestão Estratégica Econômica de Negócios da Fundação Getulio Vargas, para entender como a Nvidia ascendeu tão rapidamente e quais os impactos econômicos desse marco. Você também confere: Novidades do Galaxy Z TriFold; Samsung deve lançar celular ainda mais fino na linha Galaxy S26; CEO da Microsoft confirma que novo Xbox será um "PC híbrido"; Novas regras do YouTube sobre violência gráfica; App do Sora para criar vídeos com IA é liberado em mais países. Este podcast foi roteirizado e apresentado por Marcelo Fischer e contou com reportagens de Vinícius Moschen, Bruno Bertonzin, Gabriel Cavalheiro, Diego Corumba e Bruno De Blasi, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

    Mixture of Experts
    Anthropic's TPU move and NVIDIA's Starcloud

    Mixture of Experts

    Play Episode Listen Later Oct 31, 2025 47:39


    It's spooky week in AI! This week on our Halloween -edition of Mixture of Experts, we chat about Anthropic's new billion-dollar TPU deal with Google Cloud. Plus, NVIDIA announces bringing data centers to outer space. Two different approaches to the future of AI compute that our experts discuss. Then, OpenAI released how they're strengthening ChatGPT's responses to sensitive conversations. We talk AI governance and AI safety. Finally, we discuss the new paper, Underwriting Superintelligence; would you insure your AGI? Join host Tim Hwang and panelists Chris Hay, Gabe GoodHart and Kate Soule on this week's Mixture of Experts. 00:00 – Intro 01:05 – OpenAI goes for profit, NVIDIA's worth USD 5 Trn, and Amazon smart glasses 02:16 – Anthropic TPU announcement 12:49 – Underwriting Superintelligence 27:54 – ChatGPT sensitive conversations 42:14 – NVIDIA Starcloud The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity. Subscribe for AI updates → https://www.ibm.com/account/reg/us-en/signup?formid=news-urx-52120 Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts #Anthropic #AIchip #NVIDIA #AIinfrastructure #AGI

    Alles auf Aktien
    Das große Amazon-Comeback und ein spektakuläres Apple-Versprechen

    Alles auf Aktien

    Play Episode Listen Later Oct 31, 2025 20:23


    In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über miese Trick-or-Treat-Zahlen von Hershey, den Handels-Waffenstillstand zwischen den USA und China gruselige Fakten rund ums Anlegen. Außerdem geht es um Lufthansa, Atlassian, Coinbase, Reddit, Netflix, Air France, Alphabet, Meta, Volkswagen, Puma, Scout24, IAG, Broadcom, Nvidia, AMD, WisdomTree Silver 3x Daily Short (WKN: A1VBAP), The Trade Desk, Fiserv, Adidas, WPP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

    The Best One Yet

    Nvidia became the 1st biz to hit $5T… because its chips are actually perishable like flowers.Fruitist carefully bred blueberries to be the size of golf balls… and now it's worth $1 billion.Trump is meeting today with President Xi… Shark Tank entrepreneurs are on the edge of their seats.Plus, chocolate prices have hit all-time highs… so the new trend is “candy salads.”$DOLE $NVDA $SPYBreast Cancer Risk Assessment Calculator: https://magview.com/ibis-risk-calculator/?fbclid=PAZXh0bgNhZW0CMTEAAafFcnQq4s5dhiXAjMwbs5l0O9hWKFDY0dqgCEPnz0hr9bSv3J8fRJzuSTRFDQ_aem_Nl-rLChaFo-5ud88vtXqEA NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Breaking Points with Krystal and Saagar
    10/30/25: AI Mass Layoffs, Nvidia Bubble, Healthcare Costs Spike, Kash Patel Freaks Over Kirk Assassin Probe

    Breaking Points with Krystal and Saagar

    Play Episode Listen Later Oct 30, 2025 71:35 Transcription Available


    Krystal and Saagar discuss mass AI layoffs, Nvidia bubble watch, healthcare costs spike, Kash Patel rages over Kirk foreign ties probe. To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.

    Pat Gray Unleashed
    Trump's G2 Triumph: Tariff Slash Boosts US Farmers & Secures American Supply Chains! | 10/30/25

    Pat Gray Unleashed

    Play Episode Listen Later Oct 30, 2025 100:47


    Day 30 of the government shutdown with no end in sight. President Trump sent some messages to China through Truth Social ahead of their big summit today. CNN's Kaitlan Collins fact-checked Rep. Jasmine Crockett (D-Texas) in real time. President Trump seems very happy about trade deals made today with China. Voter turnout in the New York City mayoral race is through the roof. Jake Tapper pushes back on Democrat congresswoman. SNAP recipients aren't happy at the moment. Another drug boat blown up in the Pacific. Michelle Obama has a first-world problem … her hair. Organ harvesting issues in America being addressed by HHS Secretary Robert F. Kennedy Jr. Was candy ever poisoned at Halloween? Halloween Jeffy scams! Nvidia is now the first $5 trillion company! 00:00 Pat Gray UNLEASHED! 00:55 Day 30 of the Government Shutdown 01:57 President Trump Restarting Nuclear Testing 05:29 Kaitlan Collins Fact-Checks Jasmine Crockett 07:43 Donald Trump Meets with Xi Jinping at G2 Meeting 09:12 Xi Jinping Wants a Friendship with America & Trump 12:44 Xi Jinping & Donald Trump Depart from G2 Meeting 17:41 NYC Mayoral Race Update 22:06 John Kennedy on the Government Shutdown 24:37 Jake Tapper Pushes for Democrats to Reopen the Government 26:43 This Woman NEEDS SNAP Benefits! 28:09 Ted Cruz Explains How the Government Shutdown will End 31:38 Fat Five 41:52 Neo: The Home Robot 54:32 Michelle Obama on Hairstyles and Racism 1:05:17 Important Call from David? 1:06:30 GOP Members Being Spied On 1:12:30 Organ Harvesting Happening HERE?! 1:18:00 John Fetterman on Illegal Immigration in America 1:23:50 Louvre Heist Update 1:24:59 Sports Talk 1:30:40 Is Halloween Candy Safe? 1:32:42 Jeffy's Halloween Candy Scam Learn more about your ad choices. Visit megaphone.fm/adchoices

    The CyberWire
    Dial M for malware.

    The CyberWire

    Play Episode Listen Later Oct 30, 2025 26:19


    A Texas telecom confirms a nation-state attack. A global outage disrupts Azure and Microsoft 365 services.  Malicious npm packages steal sensitive data from Windows, Linux, and macOS systems.  Hacktivists have breached multiple critical infrastructure systems across Canada. Major chipmakers spill the TEE. TP-Link home routers fall under federal scrutiny. Cloud Atlas targets Russia's agricultural sector. Israel's cloud computing deal with Google and Amazon allegedly includes a secret “winking mechanism.”The FCC tamps down on overseas robocalls. Mike Anderson, from Netskope, discusses why CIOs should think like HR leaders when considering Agentic AI. Danes Draw the line at digital doppelgängers.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we are joined by Mike Anderson, Netskope's Chief Digital and Information Officer, to discuss why CIOs must think like HR leaders when considering Agentic AI. Selected Reading US company with access to biggest telecom firms uncovers breach by nation-state hackers (Reuters) Huge Microsoft outage hit 365, Xbox, and beyond — deployment of fix for Azure breakdown rolled out (Tom's Hardware) Malicious NPM packages fetch infostealer for Windows, Linux, macOS (Bleeping Computer) Canada says hacktivists breached water and energy facilities (Bleeping Computer) New physical attacks are quickly diluting secure enclave defenses from Nvidia, AMD, and Intel (Ars Technica) U.S. agencies back banning top-selling home routers on security grounds (The Washington Post) Cloud Atlas hackers target Russian agriculture sector ahead of industry forum (The Record) Revealed: Israel demanded Google and Amazon use secret ‘wink' to sidestep legal orders (The Guardian) FCC adopts new rule targeting robocalls (The Record) Denmark to tackle deepfakes by giving people copyright to their own features (The Guardian) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

    This Week in Startups
    Grammarly is now Superhuman! CEO Shishir Mehrotra explains the rebrand | E2201

    This Week in Startups

    Play Episode Listen Later Oct 30, 2025 98:52


    Today's show:*Why rebrand an app with 40 million daily active users?On TWiST, Grammarly CEO Shishir Mehrotra swings by to explain why he's renaming his company after the mail app he just purchased, Superhuman.Plus he's giving us a first look at the startup's new AI assistant, Superhuman Go, digging into their new agent-centered strategy, looking ahead at the potential for AI job displacement, and more.Jason and Alex also talk about our new nuclear deal with Westinghouse and Japan, OpenAI's conversion and what it means for Microsoft, 1x's tele-operated Neo-bot for chores, and much more!Timestamps:(00:07:56) Jason is headed to Tokyo, and NOT just for skiing this time!(10:00) Uber AI Solutions**:** Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at Uber.com/twist(00:12:21) Untangling this US government-Japan-Westinghouse deal for nuclear power… and why nuclear power is SO important(20:00)DevStats translates complex engineering metrics into a shared language everyone at your company can understand. Get 20% off by going to https://www.DevStats.com/twist(00:20:04) Why Jason says sabbaticals and 4 day work weeks are for established brands, not startups(30:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.(00:33:01) Will income inequality become a concern, even for the wealthy? Jason says YES.(00:37:29) Shishir Mehrotra from Gram— NO WAIT, Superhuman! joins us to talk name changes(00:38:16) Using Grammarly as a model for the new AI assistant, Superhuman Go.(01:08:39) Nvidia shot past $5 TRILLION in value… How is no one freaked out about this?!(01:14:52) OpenAI executed their conversion… but Jason says “public benefit corporation” status is pretty meaningless(01:25:02) Checking out the Neo robot from 1x… he wants to help you with chores and he's for sale!(01:32:09) Uber's speeding up its self-driving plansSubscribe 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:Perspective AI - Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.DevStats translates complex engineering metrics into a shared language everyone at your company can understand. Get 20% off by going to https://www.DevStats.com/twistUber AI Solutions: Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at Uber.com/twistGreat 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
    Mike Wilson On The Fed's Latest Rate Cut and What's Next In 2026

    On The Tape

    Play Episode Listen Later Oct 30, 2025 44:40


    Guy Adami and Dan Nathan are joined by Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley. They discuss the complexities of the current market landscape, including key topics such as the impact of the Fed's recent rate cuts, the significance of US-China relations, and the importance of Nvidia in the market. The conversation also delves into the broader economic strategies being employed, including deregulation, the rebalancing of the economy, and the implications of small business growth. Mike shares his thoughts on potential inflation, wage growth, and the future of energy and healthcare sectors. The discussion highlights indicators of potential market corrections, the risks associated with AI investment, and the evolving nature of financial markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

    Politics Politics Politics
    Is Trump's China Trade Deal a Disappointment? Digging Into the Shutdown Stalemate (with Gabe Fleisher)

    Politics Politics Politics

    Play Episode Listen Later Oct 30, 2025 71:55


    Trump and Xi finally sat down for the first in-person meeting of this new administration, and I won't lie — there was a lot of hype going into this one. There were whispers about a grand bargain, even murmurs of a complete game-changer announcement. Maybe China would distance itself from Russia. Maybe there'd be some kind of century-defining move on Taiwan. Earlier this week, anything seemed possible.What we got was something a lot less dramatic: a truce. Not a full-blown trade deal. A trade truce. And honestly, I was a little disappointed.Politics Politics Politics is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.So here's what went down. China made a few big concessions. They agreed to immediately buy 12 million metric tons of U.S. soybeans and promised to keep it going at 25 million tons per year for three years. They also agreed to suspend their new rare earth export controls for a year and curb fentanyl precursor production — a big issue in the U.S. Beyond that, China made a surprise move by signaling interest in American energy and even hinted at joining a natural gas pipeline project in Alaska. That last bit came totally out of nowhere.In return, the United States is lowering tariffs on Chinese goods by 10 percentage points, which still leaves them at a hefty 45 percent. We're also postponing an investigation into Chinese shipping practices, which would have imposed new port taxes. There's a delay on export restrictions for blacklisted Chinese firms for one year. Now, don't get too excited — Trump made clear that China won't be getting its hands on Nvidia's top-shelf Blackwell chips, though some older GPUs will still be allowed to be sold. There was talk about ending Russia's war in Ukraine, but nothing about China stopping its oil purchases from Russia. And most notably, no mention of Taiwan at all.Honestly, when I look at this, I think Trump and Xi were made for each other. Normally, trade deals take forever, get wrapped in ceremony, and then quietly fall apart when China decides not to follow through. U.S. leaders usually just shrug and move on, chalking it all up to classic maneuvers on their part. But Trump doesn't play that game. If he doesn't like a deal, he changes it. If China doesn't hold up their end, he goes right back at them. And I have to say, there's a certain clarity in that approach. It's not exactly stable, but it's a little more to-the-point.I'll admit, I got a little swept up in the pre-meeting hype. I thought maybe we'd see something big, something that could define this administration's approach to foreign policy. But now that I've had time to let it all sink in, here's what I'm left with: this matters. Maybe not as much as I hoped it would, but it still matters. Because the American economy — and by extension, our elections — are tied so closely to what happens with China. If this truce brings even a little stability, it could have ripple effects that shape 2025 and beyond.Chapters00:00:00 - Intro00:02:18 - US-China Deal00:09:39 - Interview with Gabe Fleisher00:31:10 - Update00:31:27 - Shutdown Progress00:33:59 - Jasmine Crockett00:37:02 - Elise Stefanik00:40:13 - Interview with Gabe Fleisher, con't01:08:29 - Wrap-up This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.politicspoliticspolitics.com/subscribe

    a16z
    "Is there an AI bubble?” Gavin Baker and David George

    a16z

    Play Episode Listen Later Oct 30, 2025 31:50


    In this conversation from a16z's Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Resources:Follow Gavin on X: https://x.com/GavinSBakerFollow Atreides Management on X: https://x.com/atreidesmgmtFollow David on X: https://x.com/DavidGeorge83 Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    The Economist Morning Briefing
    Fed cuts interest rates; Nvidia's market cap hits $5trn, and more

    The Economist Morning Briefing

    Play Episode Listen Later Oct 30, 2025 4:02


    America's central bank lowered its benchmark interest rate by a quarter point, its second consecutive cut, to between 3.75% and 4%. Hosted on Acast. See acast.com/privacy for more information.

    CNN News Briefing
    Shutdown Day 30, Three-Star General Pushed Out, Louvre Arrests and more

    CNN News Briefing

    Play Episode Listen Later Oct 30, 2025 6:31


    A group of senators believe there may be a path to end the government shutdown, as food banks warn of a “perfect storm” ahead. We breakdown all the deals of President Donald Trump's Asia tour. Tensions at the Pentagon have led to the ousting of a senior military figure. Tech giant Nvidia has reached another unprecedented milestone. Plus, more people have been arrested in connection with the Louvre jewels heist.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Marketplace
    Nvidia: Boom or bubble?

    Marketplace

    Play Episode Listen Later Oct 29, 2025 25:43


    Nvidia's market valuation surged to $5 trillion Wednesday, breaking records. The chipmaker is on fire, and it's using its glut of resources to invest in other tech firms that need those chips. But if companies are using Nvidia money to buy Nvidia chips … should investors fret about a bubble? Also in this episode: We unpack Trump's trade agreements with Japan and South Korea, more families skip paid child care altogether, and the Fed cuts rates for the second time this year.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.