Podcasts about Nvidia

Download MP3 | Watch Video Episode Full Timestamps: https://docs.google.com/document/d/e/2PACX-1vT44TUsVZDuKxJqgbhZrh6_hEVMU02wcpfzsQ_7Rfei8DkTcgVVBO3S6sKmPIS8v3-gY5vb0P1CDeeJ/pub The Hardest Card Game I've Ever Played  ONE HUNDRED DOLLARS?!  Here's The Thing: It's a Bad Version of The Thing  Pokemon Cards Anti-scalping Tech: Answer Our Riddles Three  Seeing The Matrix on Opening Weekend HIT DIFFERENT Watch full episodes: https://www.youtube.com/@CastleSuperBeastArchive Reggie In The Lab Limited-time Plushie only available this month! https://www.makeship.com/products/reggie-in-the-lab-plushie - Visit http://drinkag1.com/SUPERBEAST to get a FREE AG1 Flavor Sampler and a bottle of Vitamin D3+K2 in your AG1 Welcome Kit! - Head to http://factormeals.com/castle50off and use code castle50off to get 50% off and free daily greens per box - Sign up for your 1$-per-month trial today at http://shopify.com/superbeast - Invincible VS is out now on PlayStation, Xbox, and PC. Docket: PS5 Class Action Lawsuit Targets Sony Over Price Hikes Jess Cox - This Is A Genius Way To Prevent Scalping PlayStation Has Started Revealing Public Player Counts - Insider Gaming Microsoft has confirmed that Windows Update has been downgrading newer GPU drivers that users install manually from Intel, AMD, or NVIDIA websites. Marvel Tokon: Fighting Souls Was Almost A 1v1 Fighter PlayStation CEO Hermen Hulst says single-player Sony games won't come to PC going forward Random Avatar Matches and Avatar Arcade, two brand-new modes for Street Fighter 6, will be added on May 28 alongside the release of Ingrid GenAI In Games? Most Players Just Don't Care, Study Finds Capcom Execs Still Excited About GenAI, Is Still Ramping Up Hiring  

P.M. Edition for May 20. We're exclusively reporting that ChatGPT maker OpenAI has been working with bankers to prepare to file for an initial public offering in the coming days or weeks. Reporter Berber Jin joins to discuss the timing of the possible IPO and what that could mean for OpenAI's business. Plus, stocks of chipmakers like Intel, Micron and AMD have hit a volatile stretch after weeks of massive gains. We hear from WSJ reporter Jared Mitovich about why they're now looking to Nvidia's earnings for the path forward. The chip company reported its latest record quarter. And the Trump administration has charged former Cuban president Raúl Castro with murder as the U.S. continues its pressure campaign against the island nation's Communist government. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 465 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't happy, Harrison Ford, Martin Short and more. This episode is sponsored by Grayscale and ClearBridge. To learn more, visit https://www.grayscale.com/ Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

All eyes on Nvidia as the semi giant reports results. The latest numbers and details out of the company's earnings report, and where a top tech analysts see the stock heading next. Plus Target and TJX Companies give a read on the consumer, crude's pullback boosts the travel trade, and how the retreat in yields are boosting stocks. A top market strategist joins the Fast Money traders to dig into what we learned from the Fed minutes, and how it may impact the central bank's rate decision in June. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Plus: SpaceX files its long-anticipated IPO as investors prepare for what could be the largest debut on record. And AMC Entertainment stock soars after the movie theater chain's CEO disclosed that he purchased 250,000 additional shares. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed what to expect from Nvidia's quarterly results due out after Wednesday's close of trading. The anchors reacted to highlights from Andrew Ross Sorkin's wide-ranging CNBC Exclusive interview with Jeff Bezos at Blue Origin Rocket Park. Retail and the consumer in focus: Target, Lowe's and TJX all posting better-than-expected quarterly results. See how one of the three companies saw its stock take a hit in reaction to earnings call comments. Also in focus: The 30-year yield hovering around 2007 highs, Intuit layoffs, software vs. chips, what Anthropic CEO Dario Amodei told Oprah Winfrey about the AI buildout race, Toll Brothers shares jump on the homebuilders' earnings.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner and the Investment Committee debate whether Nvidia earnings can reignite the AI trade and how you should position your portfolio ahead of the report tonight. Plus, Josh Brown highlights the cybersecurity sector in his "Best Stocks in the Market." And later, we look ahead to some retail earnings this week.  Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today, markets are looking pivotal across the board ahead of the single biggest earnings report of the quarter as Nvidia reports after the market close today. Is the AI chip focus shifting a bit more toward inference and away from GPU's? Meanwhile, in the background, US and global yields have pressurized focus on broader equity market valuations and even FX is trying to come a bit more alive here on the rates focus. And that's all without considering the ongoing headline risk from the Hormuz Strait and Iran war. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links A radically new commercial and military airplane concept, the JetZero Z4 is getting serious funding for actual production and is set to break ground on a production facility next month. AI radio stations, DJ and all - listen at your own risk, listeners, or rather, biological processors. A very funny and fascinating experiment pitting four of the top LLM's against one another. WSJ covers the declining popularity of AI in the US- a slight clash with the scale of growth currently priced, no? WSJ with another piece, this once on US juries and rising lack of trust in the US justice system as well as the points of view of others on the jury. The implications of the "post-truth" society we live in - how can institutions every find renewed trust?  Molten lead nuclear reactors coming to Sweden? It's not as crazy as it sounds. There is even an Oklo angle with this Swedish company Blykalla. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Guest: Dr. Michael Pritchard, Director of Climate Simulation ResearchWhen we think about climate models, we often picture supercomputers humming away in government labs or university basements. But increasingly, some of the most powerful tools shaping the future of climate science are coming from an unexpected place — Silicon Valley. Today, we're joined by Dr. Michael Pritchard, Director of Climate Simulation Research at NVIDIA. Yes, that NVIDIA — the company known for powering gaming, AI, and some of the world's fastest computing systems. But behind the scenes, NVIDIA is helping drive a revolution in climate and Earth system modeling, using advanced GPUs and machine learning to build faster, higher-resolution simulations of our planet. In this episode, we'll explore how artificial intelligence is reshaping climate science, what it takes to simulate Earth in unprecedented detail, and why the future of forecasting may depend as much on silicon as it does on physics.Chapters00:00 Introduction to AI in Weather and Climate Modeling03:21 Understanding NVIDIA's Role in Climate Simulation05:34 The Motivation Behind Earth Simulation07:40 AI vs Traditional Weather Modeling Techniques11:10 Addressing Concerns About AI in Weather Forecasting13:49 Break 114:19 The Earth 2 Project and Its Implications18:37 Open Source Weather Models and Their Importance23:33 Exploring GPUs and Their Role in AI24:51 Stormscope: A New Era in Nowcasting28:55 AI and Machine Learning in Mesoscale Forecasting31:48 Break 232:15 Ensuring Ethical AI in Weather Forecasting35:31 The Future of AI in Climate ModelingSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Patrick O'Hare of Briefing.com on the current markets, S and P 500 rises as markets await Nvidia's earnings, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Ryan Breslow let go of 30% of his workforce, plus his entire HR department. He defended this by saying they 'created problems that didn't exist.' And, AI giant Nvidia is the first company to be worth $5 trillion, following their fiscal first-quarter earnings announcement. This comes after their CEO was in Beijing with President Trump last week where he said he'd like to sell more microchips to China. Plus, Arsenal are champions of the 2025-26 Premiere League. How much more money will one of the richest football clubs in the world have to look forward to?

Nvidia reports after the bell, but our portfolio manager sees better opportunities in semis.  Wall Street readying for both SpaceX and OpenAI to file for IPOs this week. Plus, why the Fed may have to hike rates by at least 100 basis points.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's riding on Nvidia? We discuss with Intelligent Alpha's Doug Clinton, Requisite Capital's Bryn Talkington and Bernstein's Stacy Rasgon. Plus, OpenAI is racing to go public. We discuss all the details with Big Technology's Alex Kantrowitz. And, top technician Jeff DeGraaf is flagging two parts of the market he's extremely bullish about right now. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets remain focused on rising rates, inflation risks and the growing divide between AI driven growth and consumer affordability pressures. Plus, Nvidia, semiconductors and autonomous defense technology continue fueling investor optimism despite concerns around valuations and global bond markets. And later, Wall Street weighs oil volatility, labor market uncertainty and the long term impact of AI spending on the broader economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The two main features today come after lunch starting with Fed minutes and concluding with Nvidia's post-close results. High yields have stocks down three straight sessions.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Everyone's hyped about the next big thing in tech, but here's the real question… will these “next Nvidia” quantum stocks actually make you money, or just sound impressive on paper?In this breakdown, the spotlight is on names like IonQ, IBM, Google, Honeywell, Rigetti, and D-Wave. The growth stories are exciting, no doubt. Massive revenue jumps, bold innovation, and big promises about the future of quantum computing. But here's where things get real… price action tells a very different story.Because at the end of the day, hype doesn't pay. Price does.Right now, many of these stocks are flashing warning signs. Sell signals, downtrends, and fading momentum across sectors. That doesn't mean they're bad companies. It just means timing matters more than most people want to admit.Here's what actually matters:✅ Strong fundamentals don't guarantee profits✅ Trends matter more than stories✅ Buying the dip too early can wreck your portfolio✅ Waiting for confirmation can change everythingThis is where OVTLYR comes in. Instead of guessing, it helps track real market signals so decisions are based on data, not emotions.Bottom line: don't chase the story. Wait for the setup.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Iran-Pakistan cooperation has reportedly declined over the past two weeks, with a diplomatic source saying that Iran and Pakistan held conflicting positions on negotiation channels and the venue for talks.The EU has finalised the text of its US trade deal, as the bloc races to meet US President Trump's July 4th deadline.European bourses softer, chip names firmer ahead of NVDA earnings.Lacklustre trade across G10s with the DXY slightly firmer ahead of the FOMC Minutes. Fixed benchmarks find some reprieve as energy prices pull back, Gilts outperform following cooler-than-expected CPI.Crude futures on a softer footing, precious metals hold steady following Tuesday's selloff. Looking ahead, highlights include New Zealand Trade Balance (Apr), FOMC Minutes (Apr). Speakers include Fed's Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from the US. Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Iran's position in talks with the US to end the war hasn't changed much from earlier iterations that failed to yield progress towards a deal, according to WSJ, citing mediators and US officials.US Vice President Vance said he had spoken with President Trump regarding Iran and stated that Tehran had two options: either reach an agreement or resume the war.A US intelligence assessment recently showed that US forces identified at least 10 mines in the Strait of Hormuz, according to CBS, citing US officials.Samsung Electronics' (005930 KS) largest labour union will begin an 18-day strike on 21st May after wage talks broke down, Yonhap reported.APAC stocks declined following the weak handover from the US; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include German PPI (Apr), UK Inflation Report (Apr), EU Inflation Final (Apr), New Zealand Trade Balance (Apr), and FOMC Minutes (Apr). Speakers include US President Trump, Fed's Paulson & Barr, BoE's Bailey, Breeden, Dhingra & Mann. Supply from Germany & US, Earnings from NVIDIA, Target & Intuit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Seekordses episoodis: • Ilma suuremate arenguteta Iraani sõda • USA ja ELi tollilepe • Trumpi börsitehingud ja huvide konflikt • USA inflatsioon, intressid ja võlakirjad • Cerebras kui Nvidia suurim konkurent • Ajaloolise SpaceX-i IPO ootus • Berkshire Hathaway pärast Buffettit • Rootsi majandusprognoos Saate tegid LHV investorkogukonna juht Nelli Janson ja makroanalüütik Triinu Tapver. Kirjuta meile aadressil turutegijad@lhv.ee. Finantsteenuseid pakub AS LHV Pank. Tutvu finantsteenuste tingimustega aadressil www.lhv.ee ja küsi nõu meie asjatundjalt. Podcastis esitatud seisukohad on informatiivsed ja ei ole mõeldud soovitusena müüa või osta mainitud väärtpabereid. AS LHV Pank ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Võimalike kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta. Investeerimisotsuste tegemisel kasuta ametlikku informatsiooni väärtpaberi kohta, tutvudes iseseisvalt riskide ja tingimustega. Esitatud teave on informatiivse eesmärgiga ning ei ole vaadeldav investeerimisanalüüsina ega mõeldud soovitusena müüa või osta mainitud väärtpabereid. LHV ei vastuta teabe põhjal tehtud otsuste eest. Investeerimine on seotud võimaluste ja riskidega, väärtpaberite turuväärtus võib nii kasvada kui ka kahaneda. Välisturgudel võivad tootlust mõjutada valuutakursside kõikumised. Eelpool kajastatud väärtpaberite ja finantsindeksite eelmiste või tulevaste perioodide tootlus ei tähenda lubadust ega viidet järgmiste perioodide tootluse kohta.

A brief look at financial markets with Bokor In the Morning brought to you by Steve Bokor at Ventum Financial Corp. a member of SIPC

Yields on long-dated Treasuries hit their highest level in nearly 20 years and stocks ended the day lower across the board. Are equities finally starting to reflect the risks in the market? Plus Nvidia reports earnings after the bell tomorrow. What investors will be watching and how to position now. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week on the Stock Market Options Trading Podcast, Eric O'Rourke breaks down the current SPX market pullback, key support levels, upcoming FOMC minutes, and why Nvidia earnings could be a major catalyst for the broader market and AI trade.Eric also shares how the recent uptrend has continued to favor SPX put credit spreads, how the Alpha Crunching 7-day strategy has been performing, and what traders should be watching heading into the summer market environment.Topics include:SPX support and resistance levelsNvidia earnings and AI stock momentumFOMC minutes and interest rate expectationsZero gamma and put wall discussionTrading SPX put credit spreads in an uptrendManaging profits and pullbacksCurrent market sentiment and positioning

Today, a look at markets that are - and should remain - a bit nervous given the big push higher in global yields of late. Up ahead, we have some huge tests for this market, including Nvidia's earnings report Wednesday, a critical Starship launch pre-SpaceX IPO. And once SpaceX does IPO, how will that impact Tesla shares as the Musk faithful will suddenly have two vehicles to choose from. Also, the USD surge, sterling comeback, other earnings ahead and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Bloomberg covers Meta's insane USD 200 billion data center A writer on Medium.com (paywall) questions whether SpaceX's Starship is a white elephant after Reuters reported the company has already sunk USD 15 billion into the project.  And once SpaceX IPO's, what will it mean for Tesla share holders as the Musk faithful suddenly have two vehicles into which to sink their life savings? Saxo's own Charu Chanana covers the latest Berkshire 13F filings tracking their Q1 additions and reductions from their portfolio. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh's installation as Fed Chair. The street's only analyst with a ‘sell' rating on Nvidia lays out his bear case ahead of earnings. Plus, Google unveils Gemini Spark at its annual developers' conference.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the momentum trade in jeopardy of further declines? We discuss with Solus' Dan Greenhaus and Sofi's Liz Thomas. Plus, private equity pain is spilling into the NFL. Mike Ozanian breaks down the big money. And, Goldman's Chief US Equity Strategist Ben Snider tells us what's at stake for the market as we gear up for Nvidia earnings tomorrow. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Though oil prices and yields could set direction later, investors focus this morning on Home Depot earnings that kick off a busy reporting week. Nvidia looms tomorrow afternoon. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcAlright, here's what's really going on right now…The market finally pulled back a bit, and most people are treating it like nothing. But if you zoom out just a little, you'll see something way more important. The trend is starting to crack. Price just slipped under that short-term momentum level, and that's usually where things begin to shift.Now here's the part nobody talks about…The market is still going up, but fewer stocks are actually doing the work. It's basically being held up by a handful of big names, mostly tech and communication. That's not strength. That's a warning sign.Inside OVTLYR, you can still see bullish signals pushing things higher. But at the same time, sell signals are quietly stacking up in the background. That disconnect is where smart traders start getting cautious.Here's what's popping right now:✅ Fewer stocks are driving the entire market✅ Tech is doing most of the heavy lifting✅ Sell signals are creeping into big names✅ Energy stocks are suddenly getting strong✅ Nvidia earnings could move everythingSo this is one of those moments where you don't just “stay in and hope.”You watch closely. You protect profits. And you look for where the next real move is setting up.That's the game right now. And OVTLYR helps you stay one step ahead of it.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Alan Ashby, senior director of Americas data center presales and specialty sales at Dell. Today’s episode of In The Channel comes to you from the floor of Dell Technologies World 2026, where the expansion of the Dell AI Factory has been dominating the headlines. But what does that mean for partners who aren’t selling multi-million dollar deployments to the Fortune 500? To find out, we sat down with Alan Ashby, senior director of Americas data center presales and specialty sales at Dell. Ashby breaks down the practical realities of the AI infrastructure boom, explaining how partners can start small by deploying “AI supercomputers” like the Dell Pro Max GB10 directly to SMB desktops to unlock local, highly secure agentic AI workflows. We also dive into the economics of on-prem AI versus the public cloud, how partners can help customers escape “prototype purgatory” by narrowing their focus, and the massive opportunity remaining in traditional data center modernization—including the staggering claim that Dell’s new 18G platforms can consolidate 13 legacy servers into one. We also touch on how Dell is leveraging its Customer Solution Centers to help partners de-risk these complex deployments before the customer signs the PO. Read Full Transcript Robert Dutt: Hello and welcome to In the Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca and your host for the show. We’re coming to you today from the floor of Dell Technologies World in Las Vegas where the expansion of the Dell AI Factory and new agentic AI capabilities have completely dominated the Day 1 headlines. But as we know, the keynote hype doesn’t always translate immediately to the loading dock. To understand how partners are supposed to actually size, architect, and sell these new AI infrastructure solutions, I sat down with Alan Ashby. He’s the senior director of Americas Data Center pre-sales and specialty sales at Dell. We dig into the economics of on-prem AI versus the public cloud, how partners can get mid-market customers started with an AI supercomputer right at their desk, and why the traditional data center refresh is still a massive and highly lucrative play for the channel. Let’s get right into it. My chat with Alan Ashby. Alan, thanks for taking the time. Appreciate it. Alan Ashby: Absolutely. Thanks for having us. Robert Dutt: Americas Data Center pre-sales and specialty sales. That’s a broad title. A lot of ground to cover there. To set the stage for MSPs, solution providers, folks listening to this, what can you tell me about what your team actually does kind of day-to-day when it comes to working with partners around infrastructure and AI solutions? Alan Ashby: Yeah, absolutely. So we’ve got a handful of folks that, you know, we’re aligned and dedicated to the partner ecosystem focused across the Americas. We have a couple of primary roles. So from a pre-sales perspective, helping support our partners from a technical enablement, understanding our product portfolio, understanding how to position the products correctly, both amongst the portfolio itself, but also kind of competitively in the marketplace. We also run what we call a technical account plan with our partners. So, you know, supporting them on their certifications, their enablement motions, etc. And then we also run what we have a program we call Heroes for our partners. So Heroes is our foundational enablement motion for partners. We run in the Americas somewhere between 15 and 30 regional face-to-face sessions every single quarter. Those we’d love to see partners participate in, try to do them all over the country. And those are deep dive sessions, you know, going through products and roadmaps and futures and how to position products, etc. And, you know, those have been an enablement motion for the last several years and been incredibly successful. Robert Dutt: All right. We’re hearing a lot this week, obviously, about the expansion of Dell AI Factory and the idea of bringing AI on-premise to the edge, closer to the enterprise itself. And from an infrastructure perspective, you’ve got PowerRack, the pitch there being you go to live customer workloads from kind of the box to deployed in six hours and change. For a partner who’s trying to sell into the mid-market or the enterprise, you know, how does that kind of speed of value fundamentally change the conversation that they’re having with their customer, whether that’s the CEO, CIO, or the business leader? Alan Ashby: Yeah, I don’t think there’s been a more exciting time for our partners with what the market’s putting out there for us. You know, when we look at, you know, you mentioned the mid-market space, I actually think there’s a massive opportunity for partners to go support those customers, especially with some of the agentic workflow processes that we announced today with some of the platforms. You know, it may not be those 100 million, 200 million dollar opportunities, but almost every single small business and medium business, you know, you start with maybe a product like the Dell Pro Max GB10, and you start there and you start building out that agentic workflows, you know, building out automated dashboards with AI assistance built into it. You know, a lot of great things that a partner could go deliver that everybody can see value in. Sometimes in that mid-market space and small business space, it’s easier to get started on some of these agentic flows because they don’t have data that’s kind of messy. They don’t have legacy debt from a data center infrastructure perspective. And then from a larger enterprise or commercial customer, you know, we have seen a number of very good successes across our partner ecosystem with delivering services and value to our customer sets collectively, you know, to help customers really try to find value through their AI journeys. Understanding and identifying key use cases or workloads that they think they can get value out of it, understanding the infrastructure, the architecture that’s designing it right. You know, early days, you know, we had a lot of times where, you know, customers and partners struggle with just, you know, how do we deploy this thing because power and cooling needs are maybe bigger than what I was expecting and, you know, managing through that challenge. So partners have a phenomenal opportunity, I think, to help provide that value to our customers collectively together. You know, every one of our partners, they bring a unique skill set and differentiators on their own to the marketplace and help support those customers to that kind of their own journeys together. Robert Dutt: What is that infrastructure pitch down to that, especially that mid-market or even SMB customer? In the past, there was interest in doing it, I think often they would end up, if they were going to do it, doing it on public cloud, because the alternative was a big old infrastructure solution that doesn’t really fit them, unless maybe a partner can bring it on and kind of do a multi-tenant kind of situation there. But where are we at in terms of having right-fit infrastructure to make that work? Alan Ashby: Yeah, I think, you know, even the stuff that we announced today on stage, you know, products we announced at GTC, I think really helped kind of build out that situation and story for a small customer to be able to scale. You think about going back to the Dell Pro Max GB10, you know, you can take that device and you can, you know, run a small business basically off that depending on the concurrent users and be able to move up from that to some of our Pro workstations all the way up to the GB300. You know, we can run a model as big as a trillion parameters, it’s kind of crazy what you can do on a desktop, you know, and that doesn’t require any unique power requirements, I can plug that into a normal outlet. And then I could scale into, you know, actual infrastructure depending on the size of what the need is. And that’s where I think there’s a lot of opportunity for partners to think through, you know, how do they help customers scale through that. And so we talked a lot today at the show around, you know, the economics of everything. And in the long term, it’s going to be very challenging economically to run things in a public cloud. Yeah, on-prem is going to be a massive opportunity. And the fact that Michael today even talked about things about running foundation models and open source models on-prem, you know, your data is fully secure, you manage it all yourself. You know, it’s a lot easier to think about how I actually, you know, pull and extract value out of those different solutions. Robert Dutt: Well, and that’s the pitch right for the desk-side agentic AI solution is the idea, I think that the number was 87% reduction in token cost and in terms of comparing the cost of acquiring, deploying, running the solution on-prem. I think the break-even was three months or something like that against running the same kind of solution in public cloud. Alan Ashby: Yeah, I think that’s where customers are challenged today is, you know, you can have a lot of different, you know, foundational models and, you know, some of the agentic tools that are out there today that are subscription-based, cloud-based. And you can run through usage real fast without getting a lot of value out of it. When you start thinking about deploying stuff on-prem, you know, you know exactly what your output per day could be, and you can scale accordingly. Robert Dutt: How does that change how a partner approaches both selling and thinking about running, maintaining that infrastructure as opposed to something that’s all outsourced to the cloud and has those significant question marks of cost attached? Alan Ashby: I think there’s a lot of stuff we’re still figuring out, to be honest. You know, I think a lot of partners are trying to understand that and every customer is going to be a little bit in a different spot in their journey. And I think, you know, that’s where some of our partner ecosystems have tremendous value to help meet them where they are and help them take that first or second step forward to try to be able to deliver overall value to the company. Robert Dutt: Do you see that kind of time to value, that reduction in overall costs being something that can get unstuck some of those classic cases of AI workloads that are getting put into prototype, into test phase, but never quite see the light of day, partially perhaps because of that economic headwind that you discover when you start trying to scale these things? Alan Ashby: I think there’s that. I also think sometimes some customers probably try to maybe bite off more than they can chew at one time. And I think when we start thinking about these AI use cases, sometimes we’ll talk with some customers and partners helping them through them. They have, you know, two, three dozen things they want to try to accomplish out of one solution or one opportunity. It’s how do we narrow that down a little bit to where we actually extract value out of that particular use case that you’re trying to drive value with. And we’ve seen some really great success with some of our partners being able to help, you know, negotiate and navigate partner customers through that journey. You know, I think it takes a skill set that’s unique, and we’re starting to see more and more of our partners, you know, invest in and put attention to building out dedicated AI practice teams, helping them understand the skill set. The market’s moving incredibly fast, unlike ever before. And so, you know, it takes somebody who has a real passionate interest and a lot of curiosity to understand how these things all work together and all the pieces fit together and how do you take advantage of everything as you go forward. Robert Dutt: How do you see the co-delivery model evolving over time as you say, things are moving fast. When it comes to deploying AI factories, I think we heard earlier that, you know, the model is sort of Dell handling deployment and management of the overall environment while partners are being asked to focus on the application, the vertical, those kinds of things. How do you see the role of the channel, I guess, especially professional services and advisory-type partners evolving? Alan Ashby: Yeah, I think that to your point, I think it’s evolving. And I think that, you know, there’s a lot of opportunities here from an educational services perspective, consulting services perspective, services for our partners, you know, very few customers, especially when you think about, you know, a traditional commercial customer, mid-market customer, know exactly what to do and what to do next. You know, they might have started a pilot out in the public cloud. And then they’re trying to figure out where to go from here. And like, there’s a lot of service opportunity for our partners there. When it comes from, you know, other deployment services, I think there’s opportunities there for our partners, you know, depending on the solutions. When you look at post-delivery of the product into the customer, I think that there’s even more opportunity for partners of how, once things are deployed and installed, what’s next? And how do you help customers really extract value out of the infrastructure they spent a lot of money on, and have pretty high expectations of the ROI and the benefits they get out of it? I think there’s a massive opportunity for partners to help those customers through that journey. I think there’s a big opportunity for partners to take a product like our GB10, GP300 products and say, how do I go show you how to build an agentic workflow on those systems that can deliver value for your customers? You know, those are all going to be partner-delivered opportunities. Robert Dutt: All right. It sounds like even though it’s relatively early in the process, we are at the point where some of those next steps are becoming clear then. Alan Ashby: Yeah, I would say so. I mean, the question is, how fast do things change? You know, and it’s one of those things like I look at the agentic opportunities, probably one of the biggest things that can bring value for our partners. We’re really looking for a partner ecosystem that has the skill sets to deliver those for customers. Robert Dutt: Speaking of things changing, moving from traditional virtualization workloads to AI is a pretty big shift in how you think about structure, infrastructure, especially around storage, IO, networking, GPUs, needless to say. How’s the pre-sales team helping partners to figure out what the right size is for these solutions, both for current state and future state, so that you’re not either over-provisioning or under-provisioning customers? Alan Ashby: That’s a great question, actually. I mean, we’ve done a lot of things internally at Dell to get better ourselves and have the right talent and resources to support the partner ecosystem. You know, we have teams that can help support partners, both from a sizing, scoping of the opportunity, all the way down to configuring and deploying that solution if the partner needs that help. We’re also trying to help up-level our partners to be able to do it on their own. It’s kind of self-service and building the tools to help them through that motion. A couple of years ago, we started launching AI workshops, the different skill sets to help up-level and help that motion for a lot of our partners. The partners that have participated in those have seen a lot more success than those that didn’t. We do those multiple times a quarter and encourage partners to participate through those motions. We have an AI workshop multiple times a quarter in North America, and we go through every step of the phase from how do you have a conversation with a customer all the way through, how do you narrow down use cases, to all the way to how do you actually develop, design, and build the systems for what you need. Robert Dutt: Along those same lines, but a little bit more customer-facing and kind of looking at the economics of it, AI projects carry a lot of financial and technical risk for CIOs. What resources are there, whether it’s proof of concept, technical validation, or specialty engineering teams that partners can tap in to kind of prove the math and de-risk a solution such as AI Factory for customers? Alan Ashby: Yeah, there’s a couple of them actually, and I encourage all partners to kind of look at the options. We have at Dell, we have what we call our Customer Solution Centers, and those Customer Solution Centers have the ability to be able to work with a pre-sales specialist, a pre-sales expert on various different solutions. We have data centers where partners can take advantage of and leverage to be able to do proof of concept for customers, proof of value with those folks, and that can vary from any size of the architecture, from small all the way up to very large, and help support them through that. Also encourage partners to reach out to their Dell teams and how do you take advantage of those CSC resources. It’s a very simple process, but work through Dell teams. Same thing would be to go spend time with us in our labs. We have a great lab up in the Hopkinton area where AI factories are manufactured and built, and love to take partners through that facility to be able to see what’s possible there. We have an AI lab down in Austin to help them through that as well. So there’s a lot of opportunities. I would say the other one is we have a lot of partners also building out their own capabilities, their own labs, and we’ve helped support them through that as well. I think that they’re providing some amazing value to their customers, being able to do their own POCs and demonstrations and whatever it might be to help support that customer throughout the process. Robert Dutt: AI obviously gets the big headlines because it’s the 2020s as it is. But customers still have traditional enterprise apps and aging infrastructure that is going to need a refresh. I guess, how does your team handle guiding partners around going after the new shiny thing, the big opportunity that’s out there versus the kind of day-to-day operational challenge of standard data center modernization and refresh? Alan Ashby: Yeah, it’s hard when they have two of these really big shiny objects out there that have a lot of potential value for customers, both with AI but also just traditional data center modernization. We’ve seen a really great success over the last year of helping customers, I would say, clean up the data center, think through what they’ve got today in there and how to modernize it and right-size everything. When you look at some of the things that we’ll announce here at the show, it’s pretty exciting, honestly. There’s some great announcements we had in the Day 1 keynote, Day 2 keynote will be just as exciting, more from an infrastructure perspective of things. I’m really excited what we’re doing just with traditional servers and we’ve seen a lot of great success by our partner ecosystem over the last several quarters with them going in and helping customers look at consolidation of those environments. Our 18G server platforms, which we’ll announce, can consolidate 13 legacy servers into one. That’s kind of crazy math when you think about that. It’s easy now to think about how do I help customers free up space and modernize things that makes it so AI is possible in their own data centers; consolidating racks in the servers is kind of a crazy concept. Then you think of how we’re looking at modernizing just traditional architecture with HCI architecture and the disaggregated architecture providing real value for customers with right-sizing, both compute capacity and storage capacity to be able to extract as much value as possible across the ecosystem of the portfolio. Robert Dutt: Along those lines, any other, I guess hidden opportunities for partners, things that maybe don’t get the big attention of the desk-side AI or PowerRack or some of those things, but still represent—sort of along the lines of the data center example you just gave—opportunities that are worth pursuing, that are worth looking at, but maybe not quite the highest profile? Alan Ashby: I mean, 100%. It’s easy to get excited with what we’re doing in AI. The market’s obviously kind of dictating a lot of that, but there’s a lot of opportunity, a lot of money to be made for our partners to be able to focus on classical data center architecture. We’ve got some great solutions. Our Dell Private Cloud is one that’s extremely exciting for partners, the opportunity to be able to help those customers through that process and think through that. I also am extremely excited with what we’re doing around the security front with our data protection portfolio, our PowerProtect product lines. Security is one that I think in the age of AI, we need to think through security differently. There’s some additional opportunities for partners to think about how do they provide those services, those extra value pieces to help make sure all of these customers are ready for what could be an AI security threat. Robert Dutt: I assume there’s a better together story to be told there between the hardware, the infrastructure, and the cyber protection. Alan Ashby: 100%. That’s one of the biggest values that we have at Dell. There’s inherent value between the products themselves being able to support each other differently, but also they have the large Dell value prop with the Dell supply chain, our security chain, how we build products. Everything provides value across the entire portfolio. Robert Dutt: What’s the single biggest misconception you see customers have around the idea of deploying on-prem AI in particular? Alan Ashby: That’s interesting. The big one I would say is where do I get started and how big do I need to get started? I think that we saw early days, a lot of customers thought initially you had to just get in line for supply on large GPU systems when you could run a lot of workloads, really interesting and exciting AI workloads on a server with a PCIe-based GPU, and now even more so with some of the other platforms with workstations or GB300, GB10. The biggest misconception is just thinking about how big I have to get started. I would encourage almost every executive, every leader of every company to start thinking differently about you probably should have an AI PC in your office and on your desk. You should have one of our, I always call it an AI supercomputer on your desk with the GB10. It’s about who’s going to be the most curious. There’s nothing that limits you from capabilities with what the models can do today. We really just need people to start using and playing and practicing and helping support the overall value to the customers and to our partners. Robert Dutt: It’s an interesting concept that a computer with a better NPU or GPU on board can unlock that curiosity towards AI and ultimately drag to infrastructure refresh down the road, I think. Alan Ashby: I think the key thing is you don’t have to be a coder. You don’t have to be a developer. Really today, anybody could be a developer. You could build your own application if you wanted to. You can build your own dashboards if you wanted to. You can run it 100% on-prem if you wanted to. You can use a coding assistant to help you manage through that. All you have to do is understand how to talk to it. How do you manage it like an individual and how do you manage it like an agent? It’s a secondary employee that helps you basically give you superpowers. Robert Dutt: If an MSP wants to get serious about the data center and AI with Dell, what’s the first step if they’re already in terms of certification, competency, that kind of thing that they should be looking at? Alan Ashby: Yeah, again, the portfolio is changing very quickly. I would say that table stakes obviously is having a good understanding of our compute platforms with what we’ve got put together with NVIDIA. That’d probably be step one. Step two would be thinking about what you can provide from a storage perspective and how you take advantage of both PowerScale and ObjectScale and all the way up through our lightning file systems, having good understanding how you can deploy that for your customers at scale. Then the other one would be how do you work closely with the Dell teams? That’s one of the things that is always encouraging for partners to think through is Dell has this incredibly large sales force that can help give them scale, give them opportunity. How do you share as a partner? How do you share your value back to the Dell teams? Make sure that they understand where you can be supportive of their customer experience. How do you work collaboratively with the Dell teams across the ecosystem? So forth. Tons of opportunity. We’re always looking for partners that have the right skill sets and the right capabilities. Our Dell teams want to bring them into customer accounts because we need their support. We need their help. Robert Dutt: Acknowledging this might be a wide range, what are some of those common threads that make for a good partner for you in terms of skill sets, areas of focus, that kind of thing? Alan Ashby: Yeah, I think it’s evolving over time. Today, I look at partners that have unique skill sets are incredibly important. Partners that have a competency across our portfolio. Table stakes of having competencies around our compute platform, our storage platforms, but then thinking even deeper, how do you have competency around some of our more isolated platforms like what we do in our unstructured storage space with PowerScale and ObjectScale and access scale that we announced today? Same thing with our data protection portfolio, our cyber resilience platforms, our SRP platforms, like partners that have deep technical specialty expertise in those areas, they’re always going to be needed and valued in our partner ecosystem. AI is one other area to differentiate a partner from, but there’s a lot of those opportunities. Even today with our Dell Private Cloud, I always tell partners that whenever you see a pivot change in our portfolio, like we did when we launched the Dell Private Cloud, this is an opportunity to differentiate yourself as a partner from other partners. To jump in early and be able to build the skill sets that our Dell team is looking for out of a partner to support their customers. Our Dell teams are always looking for those partners that can help lead the charge, especially from a technical perspective with the customers to validate the solution themselves to be able to provide that extensive value to the customer themselves. Robert Dutt: All right. Last one for me, without naming any names or with naming names, should you feel like doing so? What’s the most creative, unexpected, surprising use case for a Dell AI factory that you’ve seen a customer deploy thus far? Alan Ashby: Wow, that’s a hard one. I mean, there’s a lot of really interesting ones I’ve seen. I mean, early days, some of the ones I thought was some of the most exciting stuff that we did with Amarillo County in Texas. It’s a county that there’s a lot of languages natively spoken there and the community there needed to provide basically language services to a very large broad-based set of individuals in the community in their native tongue. And the Dell team worked closely with those folks to make that happen. All the way down there to where we got a number of partners helping small entities, both commercial and public entities, really think about how they can drive agentic workflows and some of the things that are dealing around that with dashboarding. Chat, agents, obviously is an easy one. And then helping customers through kind of how do you do code assist models. Those are probably the really big ones that we see from a use case perspective from our partners. Robert Dutt: No shortage of opportunities. Alan Ashby: Oh my gosh, it’s unbelievable how many there are today. Robert Dutt: Thank you for taking the time. Alan Ashby: Absolutely. This is great. Thank you. Robert Dutt: There you have it. Alan Ashby from Dell. I’d like to thank Alan for his time, carving out a few minutes for me amidst the chaos of day one here at DTW. My big takeaway from that conversation is that you don’t have to be deploying a multimillion dollar PowerRack system to get into the AI game with Dell right now. Between the new desktop workstations running localized agentic workflows and the massive 13 to one server consolidation plays they’re seeing in the traditional data center, there’s a very practical immediate path towards revenue here for partners in the mid market. I’d like to thank you as always for listening to the show. If you’re enjoying our coverage from Dell Technologies World, please do take a second and follow or subscribe in the podcast app of your choice. You can find us on Apple Podcasts, Spotify, YouTube, wherever you get your audio. And if you have a moment to leave a rating or review, always hugely appreciated. Until next time, I’m Robert Dutt for channelbuzz.ca and I’ll see you in the channel.

NVIDIA is one of the most valuable companies in human history. Its chips run the AI systems transforming everything from entertainment to warfare. But for years, almost nobody believed in co-founder Jensen Huang's vision. Jensen spent nearly a decade pouring billions into a technology called CUDA, long before AI made it profitable.In this deeply personal conversation, Jensen tells Guy why NVIDIA's very first chip was a catastrophic failure … and how at one point, the company was 30 days away from going out of business. Jensen also explains why he thinks fears about AI are overblown, and why he believes the next generation will have more opportunity — not less — because of AI.What You'll Learn:Why NVIDIA nearly collapsed before becoming an AI giantHow researchers sparked the AI boom using NVIDIA gaming chipsHow to lead through uncertainty when a huge bet hasn't yet paid offHow Jensen approaches hard decisions like an engineerWe're “doing ourselves a disservice” by being afraid: Jensen on AI and job lossHow Jensen defends his demanding management styleWhy past failures still haunt himKey Moments From the Interview:00:07:51 — Jensen Huang's childhood at an unusual Kentucky boarding school00:14:50 — Why Jensen left a stable career to help start NVIDIA00:17:14 — NVIDIA's first failure: the NV1 disaster00:19:51 — The desperate trip to Japan that gave the company a lifeline00:23:11 — “The only idea we had” for prototyping: the emulator Hail Mary00:30:53 — The book that shaped Jensen's thinking about innovation00:35:04 — Why NVIDIA kept investing in CUDA while Wall Street lost faith00:41:38 — The moment AI researchers discovered the power of NVIDIA's chips 00:53:17 — Jensen on fear of job loss from AI, and why America risks falling behind01:01:56 — Knowing what he knows now, would he do it again? Yes — and noThis episode was researched and produced by Alex Cheng with music by Ramtin Arablouei. It was edited by Neva Grant. Our engineers were Patrick Murray and Robert Rodriguez.Follow How I Built This:Instagram → @howibuiltthisX → @HowIBuiltThisFacebook → How I Built ThisFollow Guy Raz:Instagram → @guy.razYoutube → guy_razX → @guyrazSubstack → guyraz.substack.comWebsite → guyraz.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

The pigs are at the trough. Trump's expected overseas real estate income has tripled to $430 million in his second term. Eric Trump is doing deals in China while Taiwan goes unmentioned and Iran keeps arming the people killing Ukrainians and Americans. Nvidia's CEO is being paraded around as the administration floats opening AI chip markets to Beijing. Don Jr. is tied to a drone company that just landed a Pentagon contract — inside a defense budget heading toward $1.5 trillion, a 40% spike with no apparent guardrails on family conflicts of interest. This isn't politics. It's a national security fire sale, and the Angry Middle smells it. This solo briefing connects the dots the legacy press keeps siloed: the foreign income filings, the Saudi-linked licensing deals, the Pentagon trough, Kash Patel's reality-TV FBI tour, and the lesson from Hungary — that corruption, not ideology, is what finally moved Orban's voters. With 45% of Americans now independent and 60% of young people unaffiliated, the rigged two-party system is on notice. The question isn't whether people are furious. It's whether that fury gets channeled into November, into independent veteran candidates, and into the structural reforms — the Raskin list and beyond — that should already be law. -WATCH full video of this episode here. -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon  Connect: Instagram  • X/Twitter • BlueSky • Facebook  Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year.  Independent Americans is powered by veteran-owned and led Righteous Media.  And now part of the BLEAV network!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Risk Reversal Podcast, Dan Nathan and Guy Adami discuss Friday's stock sell-off, geopolitical tensions, oil and the AI mania. Later, they sit down with Brian Hartigan, Global Head of ETFs & Index Investments at Invesco, to discuss the future of the QQQ, market concentration, passive investing, AI-driven growth, and the next wave of mega IPOs. They dive into Nvidia's dominance, the role of options in investing, why QQQ has remained a powerful long-term vehicle, and what investors should understand about market structure as AI reshapes the economy. Topics include: • QQQ and the evolution of the Nasdaq 100 • Nvidia, concentration risk & AI winners • Passive investing and market structure • The growing role of options strategies • SpaceX, OpenAI & the next generation of IPOs • Interest rates, fixed income & portfolio construction • Product innovation at Invesco Timecodes: 00:00 Intro: Markets, Trump/Xi Summit & Rising Yields 07:18 Why Bond Yields Could Pressure Stocks 12:08 Is the Consumer Actually Slowing? 16:10 AI Mania, Ford Energy & Speculative Trading 18:50 Cerebras IPO & Peak AI Speculation? 25:05 Brian Hartigan Joins the Podcast 26:35 What Brian Hartigan Does at Invesco 28:15 Inside QQQ: Concentration, Nvidia & Liquidity 30:20 Retail vs Institutional Investors in QQQ 34:05 SpaceX, OpenAI & Fast-Tracking IPOs into Indexes 39:05 Passive Investing & Why Companies Want Into QQQ 42:18 How Investors Use QQQ Options 45:15 Interest Rates, Fixed Income & Portfolio Positioning 47:05 AI, Nvidia & the Future of Market Leadership 50:45 Why QQQ Has Been a Long-Term Winner 52:45 How Invesco Builds New ETF Products 54:40 Georgetown, NCAA Sponsorships & Investor Education 56:45 Final Thoughts & Outro —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Nvidia isn't the only big earnings report on the calendar this week. Why Walmart could give a better read on the economy, the consumer and the markets. Plus a jury deciding against Elon Musk in his lawsuit vs. OpenAI. What we can expect next and what's it mean for OpenAI's IPO plans. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the S&P 500 and Nasdaq coming off their worst day since March, Carl Quintanilla, Jim Cramer and David Faber kicked off a new week of trading that will include earnings from Nvidia and Walmart. With inflation and Iran war developments on Wall Street's radar, the anchors discussed the recent jump in bond yields and oil prices — and what's at stake for the markets. The biggest power deal on record: NextEra Energy agrees to buy Dominion in an all-stock transaction valued at $66.8 billion. Also in focus: Regeneron shares tumble on melanoma drug trial results, jury set to deliberate at the Elon Musk-OpenAI trial, price target hikes for Nvidia, veteran strategist Ed Yardeni's take on the future for rates once Kevin Warsh leads the Fed.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a look at key macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy Links Bloomberg article says power prices are spiraling higher in the US' largest electric grid due to data center demand FTAlphaville says that China is not Japan, but "its real estate market has been doing a darn good impression." Mike Green was on Macrovoices, talking passive investing, lack of inflation risks and potential for Fed cuts surprisingly soon. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Is the era of American tech dominance ending? Get an inside look at how China's pragmatic approach to AI, robotics, and hardware is shifting the global balance, and why the US might need a new playbook to keep up. Trump and the CEOs go to China NVIDIA CEO joins Trump in China despite 'awkward' politics US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthrough Empty Waymos invade Atlanta neighborhood, circle cul-de-sac for hours with no passengers The Class of 2026 is cooked Chinese AI groups pull ahead of US rivals in video generation race Google Weighs Using SpaceX to Launch Orbital Data Centers What smart people are saying about OpenAI's new $10 billion company to help businesses deploy AI Bitcoin trader recovers $400,000 using Claude AI after getting 'stoned' and losing wallet password 11 years ago — bot tried 3.5 trillion passwords before decrypting an old wallet backup Your Mattress Got Worse on Purpose Host: Leo Laporte Guests: Harper Reed and Amy Webb Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: threatlocker.com/twit scribe.how/twit shopify.com/twit box.com/AI NetSuite.com/TWIT

Looking back at Alphabet Google over the year so far, Do you sell in this current market, More on the next seminar at the Crowne Plaza Foster City on Thursday June 11th from 6:30pm to 8:30pm with Chad Burton, CFP and Ryan Ignacio, CFA, CFP of EP Wealth Advisors

Our Kate Rooney reports on Elon Musk losing his case against Sam Altman and OpenAI. John Belton of Gabelli Funds previews Nvidia's upcoming earnings report and where he is placing his bets. Bank of America reinstates bullish ratings on ServiceNow and Salesforce; the analyst behind the call, Tal Liani, breaks down the competition and where investors should focus. Alan McKnight of Regions and Kevin Gordon of Charles Schwab debate the market outlook and where investors should position from here. Plus, our Angelica Peebles reports on a sharp decline in Regeneron and what it means for biotech investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category. Anthropic is now sitting at the center of the AI compute economy. After locking in massive infrastructure deals with Google, AWS, and SpaceX-linked compute, the company is also expanding Claude access, rate limits, and deployment through partnerships like its new $200 million Gates Foundation deal across global health, education, and agriculture. The model lab is no longer just competing on chatbot quality — it is becoming an infrastructure-scale AI institution. Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack. The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip. Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense. Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50%–3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now. Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom. Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech. Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement. Ricker and Bon #431If you want a prize, send us a DM: http://instagram.com/rickerandbonhttps://www.tiktok.com/@rickerandbonhttps://www.youtube.com/@rickerandbon

Stocks are shaky following Friday's sell-off in reaction to rising yields and oil. Treasuries might continue calling the shots in a week dominated by retail earnings and Nvidia. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The {securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeschwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0130-0426) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcThe market keeps ripping to new highs… but if you look just a little deeper, something doesn't quite add up.That's exactly what gets unpacked here.On the surface, everything looks strong. The S&P 500 keeps pushing higher, headlines sound bullish, and it feels like the market just refuses to go down. But underneath? Totally different story. Consumer sentiment is near record lows, market breadth is weakening, and a small group of stocks is doing most of the heavy lifting.That kind of setup can keep going… until it doesn't.Here's what really stands out right now:✅ Market hitting new highs while most stocks lag behind✅ Mega-cap names carrying the entire index✅ Fewer stocks participating in the rally✅ Rising rates quietly adding pressure✅ Big earnings (like Nvidia) that could move everythingThis is where a lot of traders get caught off guard. Price is still going up, so it feels safe. But internally, the market is starting to show cracks.That's why staying selective matters more than ever. Not everything is a good setup right now, and chasing blindly can get expensive fast.If the goal is to trade smarter, manage risk, and actually understand what's driving the market, this is the kind of insight that changes how decisions get made.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

In Episode 189 of The Investor Professor Podcast, we reflect on graduation season and celebrate the Class of 2026 while sharing lessons on mentorship, consistency, and personal growth. From heartfelt commencement moments to the lasting impact great teachers and mentors can have, this episode highlights the importance of investing not only in markets, but also in people. We discuss the emotions that come with watching students step into the next chapter of life and why long-term relationships and guidance matter far beyond the classroom.We also take a deep dive into today's market environment, where AI, semiconductor, and data center infrastructure stocks continue to surge higher despite growing macroeconomic concerns. We break down the momentum behind companies like NVIDIA, AMD, Micron, and Vertiv while discussing inflation pressures, rising oil prices, Treasury yields, Federal Reserve uncertainty, and the transition from Jerome Powell to Kevin Warsh. This episode focuses heavily on discipline, trimming oversized winners, trading around positions, and understanding the risks that come with parabolic market moves. If you're trying to navigate today's AI-driven market while avoiding the emotional mistakes investors often make late in rallies, this is an episode you do not want to miss.

What drove an up-and-down week for chips stocks like Intel, Nvidia, Micron and Qualcomm? And what kind of clarity did crypto traders get from the Clarity Act advancing in the Senate? Plus, how are investors liking Klarna's pivot away from “buy now, pay later”? Host Jack Pitcher 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

What drove an up-and-down week for chips stocks like Intel, Nvidia, Micron and Qualcomm? And what kind of clarity did crypto traders get from the Clarity Act advancing in the Senate? Plus, how are investors liking Klarna's pivot away from “buy now, pay later”? Host Jack Pitcher 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

Voici l'essentiel à retenir sur les récentes et massives transactions financières de Donald Trump dans le secteur des technologies.Here's the key takeaway from Donald Trump's recent and massive financial transactions in the tech sector.Alors qu'il est à la tête du pays, il a récemment réalisé des opérations financières de plusieurs centaines de millions de dollars avec les plus grands groupes industriels et de la Silicon Valley, nous obligeant à nous poser de sérieuses questions sur les conflits d'intérêts au plus haut sommet de l'État.While leading the country, he recently conducted financial transactions worth several hundred million dollars with the largest industrial and Silicon Valley groups, forcing us to ask serious questions about conflicts of interest at the highest levels of government.Regardons l'ampleur de ces investissements technologiques, c'est juste colossal.Let's look at the scale of these tech investments; it's just colossal.On parle de mises entre 1 et 5 millions de dollars dans des mastodontes comme Amazon, Apple, Microsoft, Uber, Nvidia et Boeing.We're talking about bets of between $1 million and $5 million in giants like Amazon, Apple, Microsoft, Uber, Nvidia, and Boeing.Ces achats s'accompagnent de ventes encore plus massives, estimées entre 5 et 25 millions de dollars chez Microsoft, Amazon et Meta.These purchases are accompanied by even more massive sales, estimated at between $5 million and $25 million at Microsoft, Amazon, and Meta.Mais attendez, qu'a-t-il vendu exactement ?But wait, what exactly did he sell?Figurez-vous qu'on n'en a absolument aucune idée.Believe it or not, we have absolutely no idea.S'agit-il d'actions, d'obligations ou d'autre chose ?Is it stocks, bonds, or something else?Le grand public l'ignore totalement.The general public is totally unaware of it.Finalement, tout ça révèle la véritable illusion de la séparation des pouvoirs financiers.Ultimately, all this reveals the true illusion of the separation of financial powers.Alors oui, ces actifs sont placés dans un trust administré par son fils Donald Jr.So yes, these assets are placed in a trust managed by his son, Donald Jr.Mais soyons clairs sur un point crucial : ce trust est révocable.But let's be clear on one crucial point: this trust is revocable.Cela signifie que le président peut reprendre le contrôle direct de son immense fortune à la seconde où il le décide.This means the president can regain direct control of his immense fortune the second he decides to. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale.  AGENDA: 04:00 — You just have to survive long enough to not die 06:00 — Did USV liking music make them billions of dollars? 13:58 — The three variants of an AI native company 15:00 — How do you know if foundation models are going to kill or help you? 22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move 41:00 — Biggest lesson from Jensen Huang at Nvidia 41:00 — What Founder Mode truly means 52:00 — What the founder of Duolingo taught me about sacrifice 56:37 — If I started a company again, Elad Gill would be the one investor I go to    

In today's episode, I'm speaking with Ashu Rege, Vice President of DoorDash Labs at DoorDash. Ashu shares his journey through the autonomous vehicle industry, including roles at NVIDIA and Zoox, before leading autonomy efforts within one of the largest delivery platforms in the world. We dive into what drew him to DoorDash Labs and how the team is thinking about autonomy differently from robotaxi companies. Ashu explains the origins of DoorDash's delivery robot DOT, the goals of the DoorDash Labs, and how their Autonomous Delivery Platform (ADP) is designed to support a wide range of delivery modalities. The conversation explores what makes autonomous delivery fundamentally different from human delivery, how mature DoorDash's delivery solutions are today, and the different categories of autonomy DoorDash is pursuing. We also get into the economics of autonomous delivery and the unique problems autonomy is best suited to solve in delivery. Ashu breaks down how DOT operates in the real world, including its limitations and where it stands out the most. Finally, we look ahead to what's next for DoorDash and DoorDash Labs' autonomy efforts over the coming year, including how the company is balancing partnerships with in‑house development. Chapters (00:00) Introduction to Ashu Rege (02:47) Ashu's background in the AV industry (Nvidia, Zoox, and DoorDash). (04:30) What excited Ashu about joining DoorDash Labs, and its autonomy goals. (05:43) The story behind the creation of DOT and its perks (08:23) The goal of DoorDash Labs and what they do (09:18) DoorDash Labs' Autonomous Delivery Platform (ADP) explained. (10:34) One key difference between an autonomous delivery solution and a human. (11:52) How commercially mature are DoorDash's autonomous delivery solutions? (12:54) DoorDash's autonomous delivery categories, and how they compare to each other. (14:29) Why is now the right time to scale autonomy in delivery, and how autonomous delivery differs from robotaxis. (18:30) How DoorDash approaches the balance between partnering and building autonomous delivery solutions in-house. (23:31) How autonomous deliveries compare to human deliveries in cost, and the unique problem autonomous deliveries solve. (25:20) How autonomous deliveries work using DOT, its limitations, and where it stands out. (35:11) What to expect from DoorDash and DoorDash Labs over the next year in autonomy. (36:52) Conclusions and final thoughts Notes/Links: You can find Ashu on LinkedIn. DOT is DoorDash's first in-house autonomous delivery robot. You can find more info about it here (link). DoorDash Labs is DoorDash's robotics and automation arm. You can find more info about them on their website (link). Open roles at DoorDash Labs (link). -Harry

President Trump and Chinese President Xi Jinping met for more than two hours at the Great Hall of the People in Beijing, with the CEOs of Apple, Tesla and NVIDIA in the room as both sides look to stabilize a trade relationship that has been on shaky ground for years. China's readout of the meeting between the two leaders emphasized the need for "constructive strategic stability" and warned that mishandling Taiwan could put the entire U.S.-China relationship in jeopardy.And President Trump's crackdown on big law firms goes before a federal appeals court today, as firms that once employed lawyers who investigated Trump fight back against executive orders that targeted their security clearances and government contracts.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Miguel Macias, Tina Kraja, Anna Yukhananov, Mohamad ElBardicy and John Stolnis.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our deputy Executive Producer is Kelley Dickens.(0:00) Introduction(01:51) Trump Meets With Xi(05:49) China's Readout Of Meeting(08:51) Trump Targets Law FirmsSee pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy