Podcasts about Nvidia

SpaceX shares trade lower for the first time since the company's public debut, raising questions about what comes next. We break down what the options market is signaling about investor expectations for the stock. Plus, HPE CEO Antonio Neri joins the show to discuss the company's new partnership with Nvidia and how it plans to capitalize on the growing demand for AI infrastructure. And new government data shows the U.S. Strategic Petroleum Reserve has fallen to its lowest level since 1983, as energy security and oil markets remain in the spotlight. 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.

Cramer says he likes this legacy tech stock more than Nvidia. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here:  cnbc.com/morningtake   CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tonight on GeekNights, we consider the challenge of company-managed devices. In the news, Britain has banned the kids from all social media, Nvidia is issuing $25 Billion in corporate bonds, and Verizon screwed a guy over with MDM.Related LinksForum ThreadCompany DevicesDiscord ChatCompany DevicesBluesky PostCompany DevicesThings of the DayRym - JinxxyScott - Anthropeum

Anthropic's most advanced AI models are raising new questions about national security, corporate adoption, and whether businesses can safely build around tools that may be restricted or pulled back by the government.Mike Armstrong and Paul Lane break down why the U.S. government moved to limit access to Anthropic's Fable 5 and Mythos models, what those restrictions could mean for companies trying to use AI, and why the future of AI may depend on whether firms trust centralized data centers or move toward more secure on-premise systems. They also discuss SpaceX's surge past Amazon and Microsoft by market value, falling oil prices after the proposed U.S.-Iran deal, and why Nvidia's massive debt sale highlights how the AI spending boom is changing the structure of the stock market.

Queridos Curiosinautas, bienvenidos a un nuevo CuriosiMartes con el Tío Fabián.Esta semana viene cargadísima: Elon Musk vuelve a sacudir el mercado con SpaceX, X e inteligencia artificial; la FIFA queda en ridículo intentando tapar marcas durante el Mundial.Epodcastl Reino Unido avanza con restricciones fuertes para menores de 16 años en redes sociales; y Anthropic queda en el centro de una tormenta por sus modelos, sus límites, sus demandas y el bloqueo de acceso externo a tecnologías cada vez más poderosas. También hablamos de Apple y Siri AI: ¿realmente podrían cobrar por estas funciones? ¿Qué pasa con Gemini, Google Cloud, Nvidia y la infraestructura que Apple necesita para cumplir lo que prometió? Además, aparecen nuevos rumores sobre un posible MacBook Ultra con pantalla táctil y el esperado iPhone Ultra plegable.Y como cierre, dos noticias que muestran el lado más transformador de la tecnología: inteligencia artificial aplicada a mamografías para detectar cáncer de mama años antes, y una posible terapia genética para lupus que podría cambiar la vida de millones de personas.Un episodio sobre poder, negocios, salud, inteligencia artificial y el impacto real de la tecnología en nuestras vidas. Si te gustó, dejá tu like, suscribite y activá la campanita para no perderte ningún CuriosiMartes.

Futures took a breather Tuesday morning following Monday's rally on expectations the U.S. and Iran are marching toward a peace deal. Tom White poses the question: "how much of this is priced in?" In equities, Tom points out Micron's (MU) potential to open at new record highs, SpaceX (SPCX) rallying once again as it aims to buy Cursor, and Nvidia's (NVDA) sluggish price action. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nvidia is betting on artificial intelligence to revive U.S. manufacturing. AP correspondent Marcela Sanchez reports on how its CEO plans to execute that plan.

Market update for June 16, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Deep Dive: Why Google Just Raised $85B It Didn't Need

HEADLINES:• Al Habtoor Group will not go for IPO for now • Gulf backed Paramount just won approval for its $111 billion Warner Bros takeover• Kuwait's sovereign wealth fund just launched a $10 billion AI company with Nvidia and KKR Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

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AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating massive demand across the entire infrastructure stack, from electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industrial automation, and specialized software. In this episode, we unveil the TCI Podcast Index: Hidden AI Winners, built in partnership with Questrade’s new custom indexing feature. We explain how custom indexing works, why we chose this AI infrastructure theme, and then break down the 21 companies selected for the index. This episode also looks at why AI demand may benefit companies far beyond the usual tech giants, especially businesses tied to power generation, electrical equipment, liquid cooling, semiconductor manufacturing, data center construction, and nuclear energy. Tickers of stocks discussed: PWR, GEV, STN, TT, NET, VRT, NEE, GLW, FIX, CCO.TO / CCJ, ASML, ROK, ECL, CLS.TO / CLS, HUBB, QXO, SNPS, GNRC, ETN, CEG Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

The back episodes finally make it online, this is number 2 in a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is great as usual!   Motorola phones hijaking stuff, Steam Deck OLED pricing, LLMs spill their guts, and Windows laptop makers are scare of the Macbook Neo!?Timestamps:0:00 Intro1:27 Patreon1:52 Food with Josh5:25 RX 9070 GRE spotted at retailers6:51 Steam Deck price hike9:56 CXMT is the new consumer memory maker on the block14:20 NVIDIA retires the control panel16:42 First-gen Chromecast lives on20:11 PC makers start to respond to MacBook Neo24:02 Lenovo Legion N1X name confirmed26:50 (in)Security Corner39:08 Gaming Quick Hits42:02 Picks of the Week55:08 Outro ★ Support this podcast on Patreon ★

The back episodes finally make it online, this is number 3 in a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is very fine, up to our usual standards.  Computex hits (and misses), the 5800X3D comeback, our RX 9070 GRE review, the ZimaCube 2 Pro and even a VS Code zero day and ZeroSpace gaming!  Enjoy!Timestamps:0:00 Intro1:09 Patreon1:38 Food with Josh (or not)3:38 Computex highlights begin - AMD was busy6:47 Ryzen 7 5800X3D returns8:57 Reviewing the RX 9070 GRE (and extended pricing discussion)22:57 NVIDIA at Computex34:00 Intel wants to build back their reputation36:36 Noctua at Computex40:11 Corsair's announcements include a pretty sweet looking case46:32 RIP 24-pin ATX connector as everything shrinks49:52 Qualcomm has potentially gone insane with the 6G stuff58:43 MSI has world's first triple mode QD-OLED gaming monitor1:01:02 A very fast NAS (just don't try to buy big HDDs right now)1:06:43 (In)Security Corner1:13:55 Gaming Quick Hit1:19:52 Picks of the Week1:32:55 Outro ★ Support this podcast on Patreon ★

In this episode of The Circuit, Ben and Jay dive deep into Apple's WWDC announcements, unpacking the "applied AI" strategy behind the newly indexed Siri, system-level CPU scheduling updates, and Apple's surprising embrace of Nvidia for private cloud compute. Ben also shares his takeaways from the Nebius conference in San Francisco, analyzing their unique custom server racks and their positioning as a highly capable neo-cloud infrastructure provider. Finally, Jay reports back from his recent trip to China, sharing ground-level observations on why US entity list restrictions are losing their impact, how IoT chipmaker Espressif creatively markets globally via Reddit and YouTube despite domestic blocks, and the real-world manufacturing bottlenecks facing humanoid robot actuators.

As AI infrastructure scales up, the conversation is moving beyond graphic processing units (GPUs). Faster compute creates new pressure on the data layer, and companies are increasingly focused on whether their infrastructure can move, manage, protect and deliver data fast enough to keep AI systems productive. In this episode of Tech Disruptors, Bloomberg Intelligence analyst Woo Jin Ho speaks with Alex Bouzari, CEO of DDN, about the company's role in AI data infrastructure, the shift from storage to broader data platforms, DDN's high-performance computing heritage, its work with Nvidia and the business-model changes taking shape as AI moves from experimentation to production.

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Amazon CEO Andy Jassy's sound of the alarm about Anthropic's most advanced models. We also talk with The Information's Jyoti Mann about Meta's employee AI usage restrictions and Aaron Holmes about Microsoft considering an Xbox spin-out. Lastly, we get into Hydra Host's $100M funding round with CEO Aaron Ginn and Abridge's new Nvidia partnership with CEO Dr. Shiv Rao.Articles discussed on this episode: https://www.theinformation.com/briefings/fox-buy-roku-22-billionhttps://www.theinformation.com/briefings/exclusive-nvidia-server-marketplace-startup-raises-100-million-800-million-valuationhttps://www.theinformation.com/articles/one-silicon-valley-congressman-trying-get-ai-mega-money-politicshttps://www.theinformation.com/articles/amazons-jassy-raised-concerns-anthropic-model-trump-crackdownSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - Fox Acquires Roku & Salesforce Buys Fin 03:10 - Exclusive: Why Andy Jassy Warned the Trump Administration About Anthropic 11:51 - Meta's Internal AI Cost Crackdown: The Shift to Token Minimizing 17:47 - Inside Microsoft's Plan to Overhaul or Spin Out Xbox 24:32 - Hydra Host CEO Aaron Ginn on raising $100M at an $800M Valuation 32:47 - Abridge CEO Doctor Shiv Rao on Launching a Healthcare AI Model with Nvidia

Europa hoće digitalni suverenitet, ali Amazon, Microsoft i Google drže više od šezdeset posto tržišta cloud usluga. Novi prijedlog zakona CHIPS Act 2.0 želi ih istisnuti iz javnih nabava u zdravstvu, obrani i energetici, ali pitanje je može li regulativa napraviti ono što tržište nije.Ovu epizodu podržao je Logitech. Više informacija o mišu MX Master 4 možete pronaći na poveznici  https://www.bigbang.hr/mis-logitech-mx-master-4-grafit-p-5000004446/_______________00:00 Uvod00:40  Chips Act 2.0 04:50  Može li EU stvarno istisnuti Amazon, Google i Microsoft 07:10  Što Chips Act 2.0 znači za hrvatski IT i cloud sektor12:55  Oglas13:50  AI indeks srednje i istočne Europe — Hrvatska pri dnu 16:45  Top i flop 18:40  Amazon uzima 17,5 mlrd. dolara kredita za AI  20:00 Claude 4 — developeri oduševljeni  22:20 Nvidia kupila slovenski Kumo AI za 400M$ _______________

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

News and Updates: CISA Staffing Concerns: DHS Secretary Mullin told Congress that CISA's ideal staffing level is 2,800 personnel — up from today's 2,200 but still well below the 3,400 it had before Trump's second term, raising cybersecurity concerns among lawmakers. Google Pays SpaceX $920M Monthly: Google agreed to rent 110,000 Nvidia chips worth of data center capacity from SpaceX at $920 million per month through 2029, as bridge capacity for surging Gemini Enterprise demand. Anthropic separately pays SpaceX $1.25 billion monthly for similar compute access. Chrome 149 Record Security Patch: Google released Chrome 149 fixing a record 429 security vulnerabilities — including 22 critical flaws — with AI tools credited for helping discover the majority. Users should update immediately. Meta Smart Glasses Facial Recognition: Wired discovered hidden code in the Meta AI app for a feature called NameTag that would enable Ray-Ban smart glasses to scan faces and match them against biometric databases. Meta called the reporting dishonest, despite an internal memo suggesting the feature should launch when civil liberties groups are too distracted to push back. Women Secretly Filmed in Brussels: A Belgian TV investigation found men using Ray-Ban Meta glasses to secretly record women on the streets, some for dating coach social media content. Tutorials disabling the glasses' recording indicator are widely available online, and a dating coach in Spain was arrested for the same behavior. Xbox Game Pass Loses Millions: Microsoft's Xbox CSO confirmed the service lost millions of subscribers following a 50% price hike in Fall 2025, prompting the company to reverse course with price reductions and a renewed focus on exclusive titles.

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Bloomberg reported that Tencent-backed Enflame Technology is preparing an IPO, joining a wave of Chinese AI chip designers seeking public capital. The move follows tightened US export controls in October 2023 and October 2024 that restricted Nvidia's higher end accelerators to China. Chinese cloud providers, including those run by Tencent, Alibaba, and Baidu, have tested domestic options such as Huawei's Ascend line to diversify supply. An IPO would provide Enflame with capital for product roadmaps, software development, and partnerships. For global founders, the development adds pricing pressure, increases hardware diversity, and heightens the need for portability planning and compliance monitoring.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

The AI stock market boom is creating a massive wealth gap, and asset owners are winning bigger than ever. In this video, I'm breaking down Nvidia, SpaceX, AI investing, the stock market, Buffett's cash pile, and why red days should not shake you out of position if you understand the long-term game.The stock market is now bigger than the actual U.S. economy, and that tells you one thing clearly: ownership matters. This episode is about understanding where money is moving next, how AI is reshaping the market, why Nvidia validates the entire artificial intelligence space, and why the ecosystem around SpaceX could create major opportunities before and after the IPO.⚖

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Ep 285 FU: Apple FINALLY lets you do this! (macOS 26.5) Office 2019 for Mac Goes Read-Only on 13 July 2026 Son Luong: Codex just found a “workaround” of not having sudo on my pc… Joseph Cox: This is absolutely nuts: hackers are hijacking high-profile Instagram accounts by simply asking Meta's AI chatbot to change the email on the account. Alex Chimera: Jensen brought out NVIDIA's new RTX Spark laptop Apple reveals winners of the 2026 Apple Design Awards Europe's first Apple Developer Center to open in Berlin Apple Updates App Store Guidelines With Stricter Rules for Low-Quality Apps Apple Introduces Major App Store Subscription Overhaul at WWDC 2026 WWDC26 Keynote stream WWDC26 — The Small Things watchOS 27 Drops Support for Apple Watch Series 9, Ultra 1, SE 2, and Older iPadOS 27 Drops Support for a Wave of iPads Here Are the Macs Compatible With macOS Golden Gate iOS 27's most powerful on-device AI requires iPhone 17 Pro, iPhone Air iPhone 17's 8GB Limit Costs It These Two Siri AI Features in iOS 27 WWDC26: Platforms State of the Union — Foldable iPhone is ready? Tim Sneath: One of my personal favorite features announced at WWDC will I suspect be a sleeper hit: container machines Apple and the EU are telling very different stories on Siri AI, and right now, it's a standoff. European Commission: Have you heard of Apple's decision on the rollout of Siri AI in Europe? The Siri/EU situation is a regulatory masterpiece. Lorenzo Ferrante: I'm an iOS developer based in Italy, and I created a website to gather signatures from EU users who want access to Siri AI Scene 232, some time in 2025 NFC Concentrate: I Have to Stop Selling to the EU :( Vic's Workshop Steve Jobs in Exile is a fine profile of Jobs' years at NeXT Zahvalnice Snimano 12.6.2026. Uvodna muzika by Vladimir Tošić, stari sajt je ovde. Logotip by Aleksandra Ilić. Artwork epizode by Saša Montiljo, njegov kutak na Devianartu

video: https://youtu.be/86dRcm8BKI0 This week in Linux, we have some distro news like a new release of NixOS and some unfortunate security news for Arch users. Plus we'll check out the new RTX Spark Superchip that Nvidia announced and it's time to celebrate 25 years of DistroWatch as they reached this massive milestone this week! All of this and more on This Week in Linux, the weekly news show that keeps you up to date with what's going on in the Linux and Open Source world. Now let's jump right into Your Source for Linux GNews! Download as MP3 Support the Show Become a Patron = tuxdigital.com/membership Store = tuxdigital.com/store Chapters: 00:00 Intro 00:47 DistroWatch.com Celebrates 25 Years 09:56 NVIDIA RTX Spark "Superchip" 16:31 NixOS 26.05 Released 18:50 Arch Linux's AUR Compromised with Malware 27:06 T2 Linux 26.6 Released 29:51 Homebrew 6.0 Released 33:30 Microsoft Coreutils, Wait! What? 37:23 Outro Links: DistroWatch.com Celebrates 25 Years https://distrowatch.com/ https://distrowatch.com/weekly.php?issue=20260601#sitenews NVIDIA RTX Spark "Superchip" https://www.nvidia.com/en-us/products/rtx-spark/ https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark https://www.phoronix.com/news/NVIDIA-RTX-Spark https://www.nvidia.com/en-us/products/workstations/dgx-spark/ NixOS 26.05 Released https://nixos.org/blog/announcements/2026/nixos-2605/ Arch Linux's AUR Compromised with Malware https://archlinux.org/news/active-aur-malicious-packages-incident/ https://www.reddit.com/r/linux/comments/1u3alhe/comment/or3vhax/ https://discuss.cachyos.org/t/aur-compromised-400-packages-affected-20260611/31040 https://www.reddit.com/r/linux/comments/1u3alhe/roughly_400_aur_packages_compromised/ My Video = https://youtu.be/LunA3n_cRvU T2 Linux 26.6 Released https://t2linux.com/download/26.6 https://9to5linux.com/t2-linux-26-3-is-out-with-fully-reproducible-wayland-based-kde-plasma-experience https://distrowatch.com/?newsid=12864 Homebrew 6.0 Released https://brew.sh/2026/06/11/homebrew-6.0.0/ Microsoft Coreutils, Wait! What? https://github.com/microsoft/coreutils https://itsfoss.com/news/windows-coreutils/ https://www.phoronix.com/news/MS-Coreutils-For-Windows Support the show https://tuxdigital.com/membership https://store.tuxdigital.com/

【欢迎订阅】 每天早上5:30，准时更新。 【阅读原文】 标题：Nvidia chief Jensen Huang to join board at prestigious Beijing universityChipmaker boss's move to join Tim Cook-chaired board underlines push to maintain ties with China正文：Jensen Huang has agreed to join the advisory board of a prestigious Chinese university that counts Apple's Tim Cook as chair, as the Nvidia chief pushes to maintain ties with Beijing. Huang, who accompanied US President Donald Trump on his recent visit to China, has accepted an invitation from Tsinghua University's School of Economics and Management to join its advisory board, according to two people with knowledge of the matter. The appointment has not yet been formally announced by either Nvidia or the university. Huang was one of several tech luminaries who joined Trump on the trip for diplomatic talks.知识点：advisory /ədˈvaɪzəri/（形容词）本义为“咨询的、提供建议的”，外刊机构与治理语境核心义为顾问的、咨询的（特指为机构、组织提供专业建议和战略指导的，是描述各类顾问委员会、咨询机构的标准形容词）核心搭配：advisory board、advisory committee、advisory council、advisory role、advisory panel・The government established an advisory board to provide expert advice on climate change policies. 政府成立了一个顾问委员会，为气候变化政策提供专业建议。・Jensen Huang has agreed to join the advisory board of Tsinghua University's School of Economics and Management. 黄仁勋已同意加入清华大学经济管理学院的顾问委员会。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！ 【节目介绍】 《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。 所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。 【适合谁听】 1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者 2、任何想通过地道英文提高听、说、读、写能力的英文学习者 3、想快速掌握表达，有出国学习和旅游计划的英语爱好者 4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等） 【你将获得】 1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景 2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法 3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

The back episodes finally make it online, this is number 1 is a series of episodes that did not get posted, but are now!Brett is out (which is why these didn't get posted) - but the show is great!  So much insecurity, so much Linux and retro, enjoy!Timestamps:0:00 Intro1:04 Patreon1:26 Food with Josh3:10 New Ryzen X3D already?5:16 NVIDIA just made more money than ever11:52 RTX 5090 price increase16:41 EFI partitions and Windows Update19:57 Noctua Home - adding fans to everything in your life22:57 Linux drops more vintage CPU support26:35 Vintage style ROG motherboard30:39 (In)Security Corner44:30 Gaming Quick Hit47:20 Jeremy explores the Lepro OE1 RGB floor lamp52:12 Picks of the Week1:00:29 Outro ★ Support this podcast on Patreon ★

Oracle's post-earnings reversal and Micron's incredible rally headline another wild day in the options market. On this episode of The Hot Options Report, Mark Longo dives into the biggest names lighting up the tape, including the dramatic shift from speculative Oracle calls to aggressive put activity and Micron's astonishing sprint back toward the 1000 strike. Along the way, we also break down the latest action in NVIDIA, Tesla, Intel, Apple, Microsoft, Amazon, Alphabet and Super Micro Computer, plus unusual activity from today's Call Bias Scan. If it's moving the options market, you'll hear about it here. Get even more options data and market intelligence at TheHotOptionsReport.com.

On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders

SpaceX IPO excitement dominated the headlines, but traders found plenty of action across the options market as another volatile week came to a close. On this episode, Mark Longo breaks down the names that lit up the tape, including Tesla riding the SpaceX buzz, Nvidia's relentless options activity, Apple's continued weakness, Intel's surprising surge, and another wild session in Micron. Plus, we dive into today's Retail Giant Scan from QuikOptions to see where smaller traders were making their biggest bets. Along the way, we examine: SpaceX IPO excitement and what it could mean for options trading next week Tesla's rally and the Musk halo effect Nvidia remains an options volume powerhouse Apple's latest selloff Intel's unusual deep in-the-money call activity Micron's breathtaking intraday swings AMD, Robinhood, Microsoft and Amazon's busiest contracts Retail-focused options flow and unusual activity scans from QuikOptions

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/TUCbD5KovlcHere's how we plan to DOMINATE the US Investing Championship for 2026You can see our step by step trading plan developed by a team of over 20 quants for FREE by clicking here: https://www.ovtlyr.com/usicplanWallStreetBets is suddenly flooded with space stocks, SpaceX hype, and momentum names — so I ran the most discussed stocks through the OVTLYR Stock Gauntlet.In this video, we look at the biggest names showing up on WallStreetBets right now, including SpaceX-related hype, SPY, Virgin Galactic, Micron, Microsoft, Rocket Lab, AST SpaceMobile, Sandisk, Tesla, QQQ, DTE Energy, and Nvidia.The goal is not to blindly chase what retail traders are talking about. The goal is to separate hype from actual setups.We're looking at:* Which stocks are getting the most attention on WallStreetBets* Whether the space-stock hype is early or already crowded* Which names are showing real strength versus weak signals* What OVTLYR says about the biggest stocks on the list* Which names deserve a watchlist spot and which ones I would avoidThe crowd may be chasing the headline, but the real opportunity is finding the setup before it becomes obvious.Try OVTLYR and start tracking buy signals, sell signals, market breadth, sector strength, and behavioral data before the crowd catches on.#WallStreetBets #SpaceStocks #SpaceX #SPY #SPCE #MU #MSFT #RKLB #ASTS #TSLA #QQQ #NVDA #StockMarket #StockTrading #OVTLYR

COMPUTEX 2026上週剛落幕，輝達執行長黃仁勳直言，AI現在已真正派上用場。短短兩年內，AI從生成式邁向代理式，為這世界掀起前所未見的變化。在這股浪潮下，什麼才是"不被淘汰"的關鍵能力？如何學習？如何培養？如何與AI協作？來聽臺大資工系教授陳縕儂如何解答。

On this episode of This Week in Futures Options, host Mark Longo is joined by Catherine Yoshimoto (FTSE Russell) for an in-depth look at the latest Russell Reconstitution changes, the return to semi-annual rebalancing, surging small-cap performance, and the explosive market interest surrounding the upcoming SpaceX IPO. In this episode, you'll discover: The biggest movers and shakers across CME Group markets Why silver, platinum and gold led the downside this week Small caps' impressive resurgence and the Russell 2000's renewed leadership The return to semi-annual Russell Reconstitution and what it means for investors Record-breaking growth in U.S. equity market capitalization Russell 2000 options flow, volatility and unusual put activity How skew dynamics in small-cap options differ from other major indices NVIDIA, Alphabet and the changing hierarchy of America's largest companies The unprecedented attention surrounding the SpaceX IPO and index inclusion debate FTSE Russell's methodology and fast-entry IPO rules explained New E-mini Russell 3000 futures A preview of the upcoming Russell 9000 Global Index What all of these developments could mean for futures and options traders

A inteligência artificial está deixando de apenas responder perguntas para começar a executar tarefas reais — e a saúde pública pode ser um dos primeiros grandes testes dessa transformação no Brasil. No episódio de hoje do Podcast Canaltech, conversamos com Garry Dias, fundador e CEO da AICUBE, empresa responsável pela parceria com a Prefeitura do Rio de Janeiro para implementação de inteligência artificial na gestão da saúde pública. Durante o papo, ele explica como funcionam os chamados “agentes de IA”, quais problemas o projeto pretende resolver, quando a população deve começar a perceber os impactos da tecnologia e os desafios de implementar inteligência artificial dentro do setor público. A conversa também passa por temas como privacidade de dados, infraestrutura tecnológica, parceria com AWS e NVIDIA e o futuro da IA executando tarefas operacionais no atendimento ao cidadão. Você também vai conferir: nova cafeteira da Xiaomi faz mais de 400 cafés sem precisar recarregar, ChatGPT pode indicar até lojas falsas sem perceber e alguns iPhones antigos podem perder acesso ao WhatsApp em breve.Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de João Melo, Viviane França e Marcelo Fischer. A trilha sonora é de Guilherme Zomer, a edição de Lívia Strazza e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen weiteren Rekord für Elon Musk, einen unerwarteten Dämpfer für Adobe und eine beispiellose Vorfreude-Rallye. Außerdem geht es um JP Morgan, Eli Lilly, Tesla, KLA Corporation, Lam Research, Micron Technology, Arm, Applied Materials, Marvell Technology, ASML, AMD, Intel, SanDisk, Viasat, Firefly Aerospace, Intuitive Machines, Planet Labs, EchoStar, Rocket Lab, OHB, Siemens Energy, Infineon, SAP, Oracle, Kontron, Porsche AG, Microsoft, Amazon, Apple, Alphabet, Nvidia, Deutsche Telekom, Ennoconn, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) und Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498). Meldet Euch hier zum kostenlosen AAA-Newsletter an: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

4,400 SpaceX employees become millionaires tomorrow… including the janitors (we explain equity).The World Cup starts today, but ticket prices are up 40x… cause FIFA became a ticket scalperA Pizza Hut manager went rogue, but might save the biz… “Pre-branding” stores to look like 1996.Plus, say goodbye to the Magnificent 7, say hello to the “MANGOS”: Microsoft, Anthropic, Nvidia, Google, OpenAI, SpaceX.$SPCX $YUM $BIT $MANGOSGrab your Tickets to the IPO Tour: Our In-Person OfferingSan Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BDBoston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhupSeattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-ticketsNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Noose Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: helixsleep.com/machines Melissa.com/twit zscaler.com/security

Carl Quintanilla, Jim Cramer and David Faber discussed a report from Iranian state media, which said Iran will consider all of Elon Musk's companies in the Middle East as military targets as it retaliates against the U.S. This comes one day before Musk's SpaceX is set to go public with a historic and massive IPO. The anchors reacted to Oracle shares taking a hit: The company's AI spending plans overshadowed a Q4 beat. In San Francisco, David previewed his interview with Jeff Bezos and Vik Bajaj, Co-CEOs and Co-Founders of AI startup Prometheus. KKR, Nvidia, Vistra and Kuwait Investment Authority have launched a new AI infrastructure company, Helix Digital Infrastructure. The CEO of Helix and a top executive at KKR joined the program to talk about it. Also in focus: Stocks try to rebound from Wednesday's sell-off, hotter-than-expected May PPI, a look back at SpaceX through the years.  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.

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Nous Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: helixsleep.com/machines Melissa.com/twit zscaler.com/security

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Noose Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: helixsleep.com/machines Melissa.com/twit zscaler.com/security

Mike Green joins Excess Returns to explain why passive investing, index construction, SpaceX, AI IPOs and mega-cap concentration may be changing how the stock market actually works. We discuss how passive flows can affect prices, why AI earnings may be more circular than investors think, what could break the current market narrative, and why the economy feels much weaker for many households than the headline data suggests.Michael Green Twitterhttps://x.com/profplum99Simplify Asset Managementhttps://www.simplify.us/Topics covered:Why the SpaceX IPO has turned passive investing into a mainstream market structure debateHow index committees and passive flows can influence individual stocksWhy low float, Nasdaq demand and passive buying could create unusual IPO dynamicsHow new AI-related equity issuance could change the supply-demand balance in the stock marketThe research behind passive flows, market impact and cap-weight concentrationWhy Mike thinks passive buying explains more of mega-cap outperformance than AI fundamentalsThe circular financing risk in AI, including Nvidia, CoreWeave, Google and AnthropicWhy buy-the-dip flows, ETFs, CTAs and vol control funds matter for market directionHow headline economic data can miss household stress, second jobs and lost purchasing powerWhat Mike is watching to see whether the AI trade and market narrative are starting to breakWhy AI may be hugely valuable to consumers before it creates major business productivity gainsHow companies may eventually redesign business models around AI rather than simply automate tasksWhy SpaceX wealth creation could seed the next generation of competitorsHow inflation, gasoline prices, low savings and a K-shaped economy are affecting consumersTimestamps:00:00 Passive indices, AI profits and why this market feels different04:07 Why SpaceX changed the passive investing debate08:01 The research behind passive flows and market impact12:16 Why Mike thinks passive flows explain mega-cap strength16:18 ETF flows, buy-the-dip behavior and bubble dynamics20:28 Why economic data can miss household stress25:13 Bubble warnings, CAPE and what investors may be ignoring29:17 AI as a consumer advice engine versus a productivity revolution33:29 How businesses may redesign themselves around AI37:51 Why IPO wealth may create the next generation of competitors42:06 Mike Green's upcoming book on passive investing and market structure

Discover how a homegrown AI agent is outsmarting big-brand competitors, letting users tailor digital assistants with real memory and skills. The future isn't just smarter models, but everyday tech that learns exactly how you work. • Hermes AI agent's launch, mass adoption, and personalized capabilities • Open source vs. proprietary AI: model access, privacy, and funding hurdles • Apple's next-gen Siri and agentic platform ambitions unpacked • Noose Research model development, Nvidia partnerships, and training challenges • The risk of an "AI underclass" and ethics in model distribution • Anthropic's Fable release: strict guardrails, silent model downgrades, and open source tensions • Local models vs. cloud LLMs: cost, effectiveness, and practical tuning • Community-driven iterating: Hermes' rapid product evolution and user obsession • Vatican's AI encyclical: church perspectives on AI, morality, and the common good • AGI arrival debate: economic thresholds, capabilities, and human uniqueness • The reality of AI hallucinations, agent accuracy, and responsible usage • Legal fallout over AI-generated hallucinations in court filings • AI's growing role in Hollywood contracts and labor protections • Google's Gemini 3 live translation impresses but raises privacy flags • German courts label Google AI overviews as publisher speech, liability looms • AI detection tools like Pangram face scrutiny in real-world writing and education • Google Dream Beans app tests the limits of digital personal recommendations • Picks of the Week: Reddit AMA, Dream Beans, basketball and retro gaming, research critiques Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Jeffrey Quesnelle Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. 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: helixsleep.com/machines Melissa.com/twit zscaler.com/security

On this episode of The Option Block, Mark Longo is joined by "Uncle" Mike Tosaw (St. Charles Wealth Management) and Henry "The Flowmaster" Schwartz (Cboe) for a lively discussion covering the biggest stories driving the options world. This episode dives into: Why SPCX could rock the options market The enormous anticipation surrounding the SpaceX listing and its upcoming options launch Whether selling volatility after hot IPOs is actually a winning strategy Massive SPX intraday swings and what they mean in historical context VIX hovering above 20 and what elevated volatility means for traders Record-breaking options volume across SPY, SPX and QQQ Oracle's post-earnings collapse and continued AI spending concerns Big moves in Apple, Nvidia, Intel and Micron Unusual options activity in UNIT and LifeZone Metals Cboe's upcoming XSP binary options launch Plus plenty of classic Option Block banter, market insights and listener questions.

A massive wave of market red triggered absolute 0DTE options carnage across the tape today, with same-day expiring contracts wiping out premium left and right. Host Mark Longo breaks down today's featured "1K Oddball Scan," highlighting unusual action in names like Moderna (MRNA), Amplify Junior Silver Miners (SILJ), and Nvidia.  Plus, we count down the top 10 most active equity options of the day. From the relentless hunt for $1000 calls in Micron to Robinhood's cannon-shot intraday rally, we dive into the data. We also analyze Oracle's rich pre-earnings trading, Meta's expiring premium, SMCI's staggering 28% drop, and how Tesla ultimately beat out Nvidia to steal the number one spot on our daily countdown.  Head straight to www.TheHotOptionsReport.com to kick the tires and light the fires on today's scans.

Website: https://www.aiaiholdings.com/ NASDAQ: AIAI

Plus: an anti-Nvidia data center startup closed a new funding round valuing it at $1.55 billion dollars. And the AI selloff hits more chipmakers in Asia. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla and Jim Cramer led off the show with market reaction to May CPI: Consumer inflation jumped to highs not seen in three years. The anchors explored Nasdaq and the tech sector extending Tuesday's losses in connection with the AI trade. With SpaceX's historic public debut set for Friday, Sen. Elizabeth Warren (D-Massachusetts) wrote a letter to the SEC urging it to delay the company's IPO. Also in focus: Oil prices rise as the U.S.-Iran conflict escalates, Bill Gates' statement to reporters ahead of his Capitol Hill testimony on Jeffrey Epstein, freight stocks under pressure on Amazon news, Nvidia as a value play, bitcoin weakness, Morgan Stanley CEO Ted Pick on AI tailwinds, Jim's description of Nike stock on the heels of a downgrade. 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.

David, Devindra, and Jeff brace for hilarity with Scary Movie, go dark with Spider-Noir, and sink into the crime underworld in Deli Boys. Then they wield their swords of judgement on Masters of the Universe.We're making video versions of our reviews! Be sure to follow us on the following platforms: YouTube Tiktok Instagram Threads Thanks to our SPONSOR: ZVOX: Visit zvox.com to save 20% on any new soundbar by using code FILMCAST at checkout.Weekly PlugsDavid - DC Instagram: Breaking down this weekend's box officeDevindra - Engadget Podcast on what NVIDIA's RTX Spark means for PCsJeff - Summer Games Fest DLCShownotes (All timestamps are approximate only)   What we've been watching (~00:01:50)David - Scary Movie (2026), In the Grey, Buffet InfinityDevindra - Deli Boys, Cape Fear (2026), Spider-NoirJeff - Spider-NoirFeatured Review (~00:58:19)    Masters of the UniverseSupport David's artistic endeavors at his Patreon and subscribe to his free newsletter Decoding Everything. Check out Jeff Cannata's podcasts DLC and We Have Concerns. Listen to Devindra's podcast with Engadget on all things tech. You can always e-mail us at slashfilmcast(AT)gmail(DOT)com.Credits: Our theme song is by Tim McEwan from The Midnight. This episode was edited by Noah Ross who also created our weekly plugs and spoiler bumper music. Our Slashfilmcourt music comes from Simon Harris. If you'd like to advertise with us or sponsor us, please e-mail slashfilmcast@gmail.com. You can support the podcast by going to patreon.com/filmpodcast or by leaving a review on Apple Podcasts.

An astronomical amount of money is being poured into AI and data centers as tech giants fight for dominance, but is this fueling the next big tech bubble or just the price of staying in the game? Get the panel's opinions on wild IPO valuations, global power grabs, Build 2026, NVIDIA GTC Taipei, and even successful YouTuber movies! SpaceX IPO to Be Largest Ever at $135 Share Price Utah residents sue officials over Kevin O'Leary data center plan When AI builds itself NVIDIA announces RTX Spark as 'the most efficient PC chip ever built' Major Homebuilder To Test Placing Mini Data Centers in Suburban Backyards Microsoft Build 2026: The 7 biggest announcements What to Expect at Apple's WWDC 2026: iOS 27, New Siri and AI Meta Silently Added Face-Recognition Code for Its Smart Glasses to Millions of Phones Trump Signs Executive Order Seeking Oversight of A.I. Models Trump: U.S. stake in AI giants "could be a beautiful thing" Cable lobby warns of chaos if FCC doesn't relax ban on foreign routers Google ordered to put clearer links in AI search and let UK publishers opt out AT&T and Verizon lose Supreme Court case over fines for selling location data YouTubers Win the Box Office, Goodbye Gatekeepers, The YouTube Bar YouTube overtakes Netflix in average daily viewing around the world Host: Leo Laporte Guests: Joey de Villa, Jeff Jarvis, and Fr. Robert Ballecer, SJ 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: expressvpn.com/twit ZipRecruiter.com/twit canary.tools/twit - use code: TWIT Melissa.com/twit helixsleep.com/twit