Podcasts about nvidias

Der DAX klettert zurück über 25.000 Punkte und schließt 0,7 % höher bei 25.175 Punkten. Nach dem schwachen Wochenauftakt kehrt Zuversicht zurück - doch der Markt bleibt nervös: Heute Abend stehen die Nvidia-Zahlen nach US-Börsenschluss an. Die KI-Rally bekommt damit ihren Lackmustest. Nvidia hatte für das Quartal Erlöse von 63,7 bis 66,3 Mrd. USD in Aussicht gestellt, Analysten erwarten +68 % Umsatz und +62 % Gewinn. Entscheidend wird der Ausblick: Verfehlt Nvidia die hohen Erwartungen, könnte das nicht nur den Chipriesen, sondern auch den Gesamtmarkt treffen. Bei den Firmen: Heidelberg Materials trotz Rekordergebnis unter Druck, die EU-Klimadebatte belastet. Fresenius will 2026 weiter profitabel wachsen, CEO Michael Sen bleibt bis 2031. Munich Re erhöht die Dividende auf 24 EUR je Aktie und plant bis zu 2,25 Mrd. EUR Aktienrückkauf. Axon springt nach starkem Quartal, für 2026 werden 27 % bis 30 % Umsatzwachstum erwartet. Nordex meldet 274 Mio. EUR Überschuss und 10,2 Gigawatt Rekord-Auftragseingang. Aston Martin streicht weitere 15 % Stellen, Oddity Tech rutscht vorbörslich um 40 %. Rohstoffe: Gold 5.204,88 USD +1,18 %, Silber 90,73 USD +4,08 % (17:41 Uhr)

Efter fredagens nederlag i højesteret er told tilbage i fokus. Umiddelbart formåede investorerne at ryste både det fornyede toldkaos og svage amerikanske vækstsignaler af sig med pæne aktiekursstigninger i fredags. Men her til morgen peger pilen nedad i aktiefutures i både Europa og USA.Der er stille på nøgletalsfronten i denne uge, hvor investorerne til gengæld vil holde øje med toldsagaen, spændingerne mellem Iran og USA samt AI og Nvidias regnskab.Vigtig investorinformation.

Vom Grafikkartenhersteller zur globalen KI-Supermacht – Am US-Giganten Nvidia führt nicht nur in der Autoindustrie mittlerweile kein Weg mehr vorbei. In dieser Folge schauen wir auf den vielleicht wichtigsten, aber auch risikoreichsten Player der neuen Auto und KI Ökonomie: den Konzern, der mit atemberaubenden Umsätzen und einer schwindelerregenden Bewertung die Märkte dominiert – und gleichzeitig die gesamte europäische Autoindustrie in eine doppelte Abhängigkeit treibt: von US Clouds und Nvidias zentralem Fahrzeug Stack. Pascal und Yannick sprechen über den CUDA Lock in, den Mythos der „KI Bewertungsrakete“, warnende Bubble Signale – und über die Frage, was passiert, wenn ein einzelnes Unternehmen darüber entscheidet, wie Autos in Europa künftig denken, lernen und fahren. Nvidias Pläne bei autonomen Fahren: https://www.automotiveit.eu/technology/nvidia-liefert-neue-computingpower-fuers-autonome-fahren/928666 Hintergrund zu Nvidias Aufstieg: https://www.automotiveit.eu/autonomes-fahren/alle-wege-fuehren-zu-nvidia/920965 Mehr zu Pascal und Yannick finden Sie auf LinkedIn: Pascal Nagel: https://www.linkedin.com/in/pascal-nagel/ Yannick Tiedemann: www.linkedin.com/in/yannick-tiedemann Hinweis: Die im Podcast getätigten Aussagen spiegeln die Privatmeinung der Gesprächspartner wider und entsprechen nicht zwingend den Darstellungen des jeweiligen Arbeitgebers

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

Gäster: Behrad Rouzbeh, Linus Nordström För 90SEK/mån får du 5 avsnitt i veckan:4 Vanliga AMK MORGON + AMK FREDAG med Isak Wahlberg Se till att bli Patron via webben och inte direkt i iPhones Patreon-app för att undvika Apples extraavgifter:Öppna istället din browser och gå till www.patreon.com/amkmorgon Gå på Revolver Comedy 7:e Februari med Petrina Solange & Jens Falkhttps://www.tickster.com/se/sv/events/tagged/revolver Relevanta länkar: ...Big Ben på julhttps://www.instagram.com/reel/C0j3uCHMKyO/ ...100% med Kristoffer Appelquisthttps://www.youtube.com/watch?v=iGP4jEKroOI ...Mette Marit och Epsteinhttps://www.expressen.se/nyheter/kungligt/kan-stoppas-fran--att-bli-drottning/ https://www.expressen.se/nyheter/kungligt/mette-marits-ord-om-nakenbilder-till-epstein-ar-det-olampligt/ https://www.aftonbladet.se/kungligt/a/JOEGXP/mette-marit-sager-att-hennes-vanskap-med-epstein-ar-pinsam ...Epstein fileshttps://x.com/elonmusk/status/2018068911875346740 https://x.com/elonmusk/status/1972005867580281038 https://www.theverge.com/tech/871879/bill-gates-epstein-files-absolutely-absurd https://www.ndtv.com/world-news/microsoft-co-founder-bill-gates-russian-girls-std-cover-up-explosive-claim-in-epstein-files-us-justice-department-releases-epstein-files-10918061 https://edition.cnn.com/2026/01/31/uk/andrew-mountbatten-windsor-epstein-files-pictures-intl-gbr https://www.instagram.com/p/DUK_XvzCAp8/?img_index=1 ...Teslas gamla bilmodellerhttps://www.aftonbladet.se/nyheter/a/Rr77qd/aftonbladet-direkt?pinnedEntry=1440436 ...NVIDIAS natural voice AIhttps://www.instagram.com/reel/DULGaNZDBpZ/ ...Grammyshttps://www.gp.se/kultur/har-ar-vinnarna-pa-grammy-awards-2026.c65f964d-0734-4c75-a792-8c1f8263dc14 ...Pusha Thttps://variety.com/2026/film/news/jay-z-harvey-weinstein-pusha-t-epstein-files-1236647297/ Låtarna som spelades var:I Dreamed A Dream - Anne HathawayLoco in Acapulco - Four Tops Alla låtar finns i AMK Morgons spellista här:https://open.spotify.com/user/amk.morgon/playlist/6V9bgWnHJMh9c4iVHncF9j?si=so0WKn7sSpyufjg3olHYmg

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über Donald Trumps Auftritt in Davos, Zoff bei Lululemon, Optimismus bei US-Airlines und neue Nukelar-Euphorie. Außerdem geht es um United Airlines, Delta Airlines, American Airlines, Johnson&Johnson, Kraft Heinz, Berkshire Hathaway, NuScale Power, Nano Nuclear Energy, Oklo, enCore Energy, Uranium Energy, Nvidia, Siemens, ABB, Schneider Electric, Siemens Energy, Legrand, Prysmian, Safran, Rolls-Royce, Rheinmetall, NextEra Energy, Union Pacific, Enbridge, Duke Energy, SAP, Mastercard, Visa, Bank of America, Lockheed Martin, Boeing, Pfizer, Merck, Eli Lilly, iShares Stoxx Europe 600 Industrials ETF (WKN: A0H08J), L&G Robotics and Automation ETF (WKN: A12DB1) und iShares Global Infrastructure ETF (WKN: A0LEW9). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

Wie versprochen, geht es diese Woche um das "12V-2x6/12VHPWR-Problem" beziehungsweise die ersten Produkte, die versprechen, vor verkokelten Kabeln, Grafikkarten und Netzteilen zu schützen: Das Anti-Melt-Kabel von Cybenetics und WireView Pro II von Thermal Grizzly. Und passend dazu gab es am letzten Sonntag auch eine Sonntagsfrage. Es ging heiß her! Warum? Auch darüber sprechen Fabian und Jan. Im Anschluss wird ein neues Format vorgestellt, dass es in diesem Jahr wohl häufiger geben wird: Tuning Guides für aktuelle Blockbuster-Spiele, damit sie auch ohne neue oder erschwingliche Grafikkarten bei hoher Qualität möglichst schnell laufen können. Jan hat sich darüber hinaus mit Volker endlich DGX Spark angesehen, Nvidias "kleinen KI-Supercomputer der Welt", auf dem Nvidia selbst auch Cyberpunk 2077 gezockt hat - wohl nicht ohne Grund, erklärt Jan. Fabian darf sich zum Abschluss mit Blick auf Life is Strange: Reunion, das bereits im März erscheinen soll, zeigen. Kein Wunder, dass es diese Woche mal wieder 90 Minuten geworden sind... Viel Spaß beim Zuhören!

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Fantasie bei Ölservicefirmen, neue Lebenszeichen beim Bitcoin und die Vermögenspräferenzen der Deutschen. Außerdem geht es um AST Space Mobile, Robinhood, Archer Aviation, Riot Platforms, Coinbase, Jaguar Land Rover, Siemens, Palantir, CoreWeave, Supermicro, Magna, Nebius, Microsoft, Schlumberger, Halliburton, Chevron, Exxon, Conocophilips, Valero und Phillips66, DWS Invest Latin American Equities (WKN: DWS0VM), Nordea Latin American Equity Fund (WKN: A1T8Q4), Amundi Funds Latin America (WKN: A0DNS3), JPMorgan Funds - Latin America (WKN: 972079), Amundi MSCI EM Latin America ETF (WKN: A2H58P). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

Husqvarna ligger kvar på samma börsvärde som börspremiären 2006. Vad krävs för att vända kursen? Di:s reporter Jonathan Axelsson har tittat i historieböckerna. USA gör helomvändning kring Nvidias chip. Börskoll intervjuar Frédéric Cho, vice ordförande i Sweden-China Trade.Programledare: Andreas Johansson

Ab wann würden Sie ihrem Auto zutrauen, dass es vollkommen selbstständig ihr Kind von der Schule abholt? Die Antwort würde bei vielen wahrscheinlich lauten: nie. Denn noch herrscht in der Bevölkerung große Skepsis, was die Autonomie von Fahrzeugen anbelangt – dabei bewegen wir uns heute immer noch auf relativ niedrigen Automatisierungsstufen. Der große Boost wird allenthalben von künstlicher Intelligenz erwartet. So prognostiziert beispielsweis Audis Entwicklungschef Geoffrey Bouquot einen enormen Leistungssprung durch KI-basierte Systeme in der User Experience und bei der Fahrerassistenz. Entscheidendes Erfolgskriterium: Vertrauen. Wie das nachhaltig aufgebaut werden kann und von welchem Zeithorizont wir sprechen, besprechen Pascal und Yannick in der aktuellen Folge. Die News zum Ifo-Geschäftsklimaindex: https://www.automobil-produktion.de/news/stimmung-in-der-automobilindustrie-verschlechtert-sich/2533312 Die News zu Nvidias neuer Software fürs autonome Fahren: https://www.automotiveit.eu/technology/nvidia-oeffnet-neues-kapitel-der-kigestuetzten-fahrzeugintelligenz/2390664 Was die Deutschen vom autonomen Fahren halten: https://www.automotiveit.eu/technology/so-denken-die-deutschen-ueber-autonomes-fahren/2390702 Mehr zu Pascal und Yannick finden Sie auf LinkedIn: Pascal Nagel: https://www.linkedin.com/in/pascal-nagel/ Yannick Tiedemann: www.linkedin.com/in/yannick-tiedemann Hinweis: Die im Podcast getätigten Aussagen spiegeln die Privatmeinung der Gesprächspartner wider und entsprechen nicht zwingend den Darstellungen des jeweiligen Arbeitgebers

Alle troede chip-giganten Nvidia sad urørligt på tronen og ikke kunne røres. Men så kom Google med deres nyeste version af AI-programmet Gemini, og pludselig ryster jorden under Nvidia. For ikke nok med at Gemini er hurtig og god til specialiserede opgaver. Chip´en - den skåkaldte TPU fra Google er både hurtigere og billigere end Nvidias. Hør i denne Lyn-analyse, hvorfor det gør investorerne nervøse, når Nvidia ellers sidder på 90 procent af chip-markedet for kunstig intelligens. Gæst: Daniel Skinbjerg, journalist, Finans. Vært: Mads Ring. Foto: Dado Ruvic/illustration/Reuters.See omnystudio.com/listener for privacy information.

Alle håper på en rettferdig fred for Ukraina. Det fjerner kanskje også krigsprofitør-stempelet på Norge. Olje- og gassprisen faller fordi det er bevegelse i forhandlinger om å få slutt på den russiske angrepskrigen mot Ukraina. Men det er også strukturelle endringer i markedene som gjør at oljeprisen faktisk kan falle langt ned mot 30 dollar, ifølge en fersk analyse fra den amerikanske storbanken JP Morgan.Faller gjør også Nvidia i USA. Det til tross for knallresultater i forrige uke, men vil det vare? Nå har Google utviklet chips (TPU) som kan brukes til å trene KI, og Meta (Facebook) skal være i samtaler med Google om å bruke deres TPU-er. Det kan bety at Nvidias tid som monopolist begynner å nærme seg slutten. Dette snakker vi om i ukens episode av Finansredaksjonen, en podkast som lages av oss i DN. Hosted on Acast. See acast.com/privacy for more information.

Efter skuffelse med Alzheimers-studie imponerer Novo med data for Amykretin. Nationalbanken advarer om selvforstærkende effekt på boligmarkedet. Spekulanter kan blive klemt af Mærsk. Mette Frederiksen i store problemer efter lussing ved kommunalvalg. Godt nyt til dansk brint. Meta overvejer Googles chip frem for Nvidias.Vært: Lasse Ladefoged (lasse.ladefoged@borsen.dk)

Ein Bericht deutet darauf hin, dass Meta plant, von Nvidia-Chips auf die von Google umzusteigen. Und: Große Streitthemen überschatten die Haushaltswoche.

Med Ashkan Fardost, Anne Ramberg och Bo Rothstein, under ledning av Magnus Thorén. Världen drog en lättnadens suck efter att Nvidias kvartalsrapport publicerats. Betyder det att faran för en AI-bubbla är över? Ny plan ska tvinga fram fred i Ukraina på bara några veckor, hoppas Trump. Kommer COP30-förhandlingarna leda till minskad uppvärmning, och finns det en poäng med KD:s förslag att överge de nationella klimatmålen? Både L och SD samlas för att mejsla ut taktik och politik inför valåret, och visar regeringen tillräcklig respekt för experter och myndigheter när den skärper brottslagstiftningen?

Med Ashkan Fardost, Anne Ramberg och Bo Rothstein, under ledning av Magnus Thorén. Världen drog en lättnadens suck efter att Nvidias kvartalsrapport publicerats. Betyder det att faran för en AI-bubbla är över? Ny plan ska tvinga fram fred i Ukraina på bara några veckor, hoppas Trump. Kommer COP30-förhandlingarna leda till minskad uppvärmning, och finns det en poäng med KD:s förslag att överge de nationella klimatmålen? Både L och SD samlas för att mejsla ut taktik och politik inför valåret, och visar regeringen tillräcklig respekt för experter och myndigheter när den skärper brottslagstiftningen?

I denne uges episode af Aktieuniverset ser vi nærmere på markedsuroen, Nvidias regnskab og den fortsatte usikkerhed omkring de amerikanske renter. Ugens tema handler om Elon og Trump – hvorfor de er tilbage sammen i rampelyset netop nu. Derudover gennemgår vi ugens handler og meget mere! Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke. Denne episode er sponsoreret af investeringsfonden NewDeal Invest. NewDeal Invests akkumulerende fond er blevet godkendt, så der nu ikke er nogen minimumsinvestering. Find den på fundmarket.dk.Læs mere om NewDeal Invest på ⁠newdealinvest.dk⁠. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket:finobo.dk/gratis-oekonomitjek-aktieuniverset/Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Tjek os ud på:FB gruppe: ⁠facebook.com/groups/1023197861808843⁠X: ⁠x.com/aktieuniverset⁠IG: ⁠instagram.com/aktieuniversetpodcast⁠  DISCLAIMER:Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde.Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages.PMINDI kan findes via Nordnet (https://www.nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (https://www.saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank.PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt.Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering.Læs mere om risici her: https://newdealinvest.dk/risici/ og generelt om investeringsforeningen på www.newdealinvest.dk.Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her:https://newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Der amerikanische Chip-Konzern Nvidia meldet einen Milliardengewinn nach dem anderen. Hatten auch professionelle Anleger zunehmen gedacht, das Unternehmen werde nicht wie bislang weiter wachsen und Geld verdienen, belehrte sie Nvidia-Konzernchef Jensen Huang abermals eines besseren vor wenigen Tagen: Die Zahlen stimmen, der Umsatz wächst schneller als gedacht, der Gewinn ebenfalls, die Marge ist beeindruckend hoch. Waren und sind die Warnungen vor einer KI-Blase doch übertrieben? Klar ist: Die Nervosität der Anleger ist hoch. Die Euphorie nach den neuen Geschäftsergebnissen dauerte nicht lange an. Und dann wachsen die Zweifel, ob die vielen Deals zwischen den Tech-Unternehmen wirklich so wertsteigernd sind, wie sie daherkommen. Etwa wenn es um das KI-Unternehmen OpenAI geht, das viel Geld von Nvidia bekommt und dafür eben Nvidia-Chips in nicht unbeträchtlichem Umfang erwirbt. Huang hob wiederum das Geschäft mit Nvidias jüngster Chipgeneration Blackwell hervor und sagte, dessen Umsätze gingen „durch die Decke“. Schwierig bleibt indessen der chinesische Markt, wo Nvidia sich Exportbeschränkungen gegenübersieht. Schon unter dem früheren US-Präsidenten Joe Biden wurden Restriktionen beschlossen, die dem Unternehmen den Verkauf seiner fortschrittlichsten Chips in China untersagten. Darauf reagierte Nvidia mit der Entwicklung der weniger leistungsstarken Chipreihe H20 speziell für China. Im April dieses Jahres hat der jetzige Präsident Donald Trump auch für diese Chips Exportbeschränkungen verhängt. Im Sommer hat er sie wieder aufgehoben, dabei allerdings ausgehandelt, dass Nvidia künftig 15 Prozent seiner Umsätze in China an die US-Regierung abführen muss. In der Zwischenzeit kam auch aus China selbst Gegenwind, und die dortige Regierung hat Unternehmen aufgefordert, keine Nvidia-Chips zu kaufen. Unter dem Strich bedeutet all das, dass Nvidias Geschäft in China einen Kollaps erlebt hat. Die Umsätze mit der H20-Reihe waren nach Darstellung des Unternehmens im vergangenen Quartal „unerheblich“. Finanzchefin Colette Kress sagte in einer Telefonkonferenz, Nvidia sei „enttäuscht“ über diese Entwicklung, bleibe aber weiter in Gesprächen mit den Regierungen in China und den USA. Im Quartalsbericht wies das Unternehmen derweil auch darauf hin, dass die Abmachung mit der US-Regierung über den Exportzoll von 15 Prozent noch immer nicht festgezurrt sei. Im vergangenen Geschäftsjahr hat Nvidia in China noch einen Umsatz von 17 Milliarden Dollar erzielt. Wie geht es nun weiter? Wie schlagen sich eigentlich die übrigen Tech-Unternehmen? Und kommt KI inzwischen in der Breite so an, wie sich das die Tech-Manager im Silicon Valley erhoffen? Über all das sprechen wir in dieser Episode.

Hammer, Benjamin www.deutschlandfunk.de, Wirtschaft und Gesellschaft

I USA slog Nvidias rapport dom högt ställda förväntningarnaI Asien ser vi mestadels nedgångaroch i Sverige har Asmodee kommit med rapport när Stockholmsbörsen ser ut att öppna med uppåt

Øget usikkerhed i markedet gør spændingen forud for chipkæmpen Nvidias regnskab onsdag aften endnu mere udtalt. Millionærklubben diskuterer denne onsdag, hvad regnskabet kan betyde for det måske mest dominerende investeringstema de seneste år: kunstig intelligens. Samtidig skal vi også høre hvordan de to investorer Michael Friis Jørgensen og Christian Jain Kongsted investerer i AI, og hvad de mener man som investor bør holde øje med. Derudover kigger vi på friske meldinger fra kabelkæmpen NKT og den umiddelbart lidt sure stemning på markederne. Med i studiet er aktiechef i HC Andersen Capital Michael Friis Jørgensen og popular investor hos handelsplatformen eToro Christian Jain Kongsted. Vært: Adam Geil See omnystudio.com/listener for privacy information.

Stor oro inför rapporten. Vad betyder S nederlag för Sverige? Aftonbladet försvarar Jan Guillou. Och ö-nation mindre än Uppsala till VM. Programledare: Nathalie Rothschild.

Marknaden håller andan inför Nvidias rapport då marknaden allt mer börjat ifrågasätta hållbarheten i de enorma AI-investeringarna. Med oss i Börslunch i dag för att prata om detta har vi Mattias Eriksson, förvaltare på PAM och Joe Tracy, mäklare på Handelsbanken. Dessutom har de med sig några svenska favoritaktier inför nästa år. Programledare är Elin Wiker och Gabriel Mellqvist.

Paretos analytiker Anders Roslund om Nibes kvartalsrapportCarmignacs förvaltare Kristofer Barrett om förväntningarna på Nvidias rapport nästa vecka.Så motiverar Stora Enso beslutet att särnotera den svenska skogen – hör vd:n. Intervju med hajpade ai-bolaget Lovable.Programledare: Andreas Johansson

Den här veckan har det hänt otroligt mycket – både i Sverige och på andra sidan Atlanten:Världens högst värderade bolag Nvidia når fem biljoner dollar i börsvärde, efter att man presenterat planer om kvantdatorer och nya miljardaffärer. Den svenska snackisen Intellego flyttar fram sin rapport efter en tid av stor volatilitet, vad betyder det egentligen? Sällsynta jordartsmetaller och kärnkraft behövs båda för att driva AI-revolutionen, men hur intressanta är de att investera i just nu?Besök IG.COM⁠⁠⁠⁠Prenumerera på Morgonrapporten av Patrick Thomenius⁠⁠Optioner är komplexa finansiella instrument. Handel med dessa instrument medför en hög risk för snabb förlust av pengar.CFD-kontrakt är komplexa instrument som innebär stor risk för snabba förluster på grund av hävstången. 71 % av alla icke-professionella kunder förlorar pengar på CFD-handel hos den här leverantören. Du bör tänka efter om du förstår hur CFD-kontrakt fungerar, och om du har råd med den stora risken för att förlora dina pengar.

Levler har en ny kampanj som visas i tunnelbanan och Jocke känner sig riktigt snygg i nya filmerna som rullar online - kan detta fortsätta Levlers momentum av nya kunder in? Jocke har en något konspiratorisk teori om Nokia och NVIDIAs samarbete. Det snackas om börsen, rapportsäsong och bristen på konjunkturssignaler som framåt ser lite dystert ut. Detta och mycket mer i veckans podcast! 

Die besten Aktien für die Zukunft: KI, Robotik & Biotech – die nächsten Tenbagger bis 2030? Wir stehen vor der nächsten großen Investment-Welle: Künstliche Intelligenz, Robotik, autonomes Fahren und Präzisionsmedizin verändern die Welt schneller, als je zuvor. Doch welche Aktien profitieren am meisten? Soundhound, Pony AI und Richtech Robotics sorgen an der Börse für Aufsehen. Sind das die neuen Nvidias und Palantirs – oder nur kurzfristige Hypes? Können diese Aktien wirklich 900% Rendite bis 2030 bringen? In diesem Video zeigen wir dir: ✅ Die stärksten Zukunftstrends – von Biotechnologie über Robotik bis KI ✅ 5 Aktien, die in den kommenden Jahren alles verändern könnten ✅ Welche Unternehmen echtes Potenzial haben – und welche du lieber meiden solltest ✅ Unsere Einschätzung: Langfristchance oder Risiko-Blase?

Förväntningarna var upptrissade till max inför den här veckan. Trump lovade en fantastisk deal med Kina. The magnificent seven-bolagen lovade vinstregn. Nu har vi facit men vad innebär det? Lyssna på alla avsnitt i Sveriges Radio Play. ”Tolv av tio!”Donald Trump sätter högt betyg på sitt möte med Xi Jinping. Men inget formellt avtal är påskrivet, och en hel del frågor kvarstår. ”Man vet aldrig hur länge det håller”, säger Gabriel Mellqvist, programledare på EFN, apropå nedtrappningen i handelskriget.Nytt Fed-besked – och nya börsrekordSamtidigt har börsrekorden avlöst varandra. I veckan steg både Apples och Microsofts värdering till över fyra biljoner dollar. Chipjätten Nvidias aktie passerade fem biljoner dollar – så högt har inget börsbolag värderats tidigare.Enorma intäkter – och utgifterDe stora teknikbolagens intäkter ökar också kraftigt. ”Det är ofantliga summor”, säger Gabriel Mellqvist. Även AI-investeringarna ökar kraftigt.BubbelropMen många frågar sig om de så kallade ”magnificent seven”-bolagens framfart är rimlig. Vissa varnar för en AI-bubbla.”Vi måste bli medvetna om riskerna”, säger Knut Kainz Rognerud, ekonomikommentator på Ekot. ”När vi får höra att bolagen drar i bromsen när det gäller AI-investeringarna, den dagen ska man bli orolig”, säger Gabriel Mellqvist. Programledare och producent:Hanna MalmodinMedverkande och röster i programmet:Knut Kainz Rognerud, ekonomikommentator EkotGabriel Mellqvist, programledare EFNDonald Trump, president USAMolly Guggenheimer, aktiestrateg Danske bankAlexis von Sydow, analytiker Nationellt kunskapscentrum om KinaBen Snider, strateg Goldman SachsJerome Powell, chef Federal ReserveTim Cook, vd AppleSundar Pichai, vd AlphabetAndy Jassy, vd Amazonekonomiekotextra@sverigesradio.se

Hur stora växlar kan man dra av Amazon personalneddragningar och automatisering? Den frågan ställer vi till fondbolaget Tin Fonders Erik Sprinchorn och riskkapitalbolaget Northzones strategichef William Jilltoft, som också diskuterar AI-investeringar utifrån sina respektive horisonter. Dessutom ger de sin syn på Nvidias investering i, och partnerskap med, finska Nokia.

October 29, 2025 - Zach and Chase discuss the AI bubble, Nvidias valuation, and the US/China talks. 

AI-investeringarna exploderar. Företag och investerare pumpar in tusentals miljarder i datacenter, chip och språkmodeller och i centrum står OpenAI med sin vd Sam Altman. Lyssna på alla avsnitt i Sveriges Radio Play. Just nu råder en febrig jakt på framtidens AI-lösningar, där alla vill vara vara först. Men frågan splittrar experterna: är vi i början av den största teknikrevolutionen sedan elektriciteten kom – eller den största bubblan sedan dotcom-eran?Investeringarna tog fart med ChatGPTNär OpenAI lanserade sin tjänst ChatGPT för tre år sen tog AI-satsningarna fart på allvar. Plötsligt förstod företagsledare runt om i världen vad AI handlade om. ”De har populariserat den här teknologin”, säger professor Magnus Mähring.Stora affärer – och stora frågeteckenMen den senaste tiden har bolaget också skapat rubriker med sina enorma affärer med bland annat Oracle och chip-bolagen AMD och Nvidia. ”Det här är den största AI-affären i historien”, sa Nvidias vd Jensen Huang när deras uppgörelse presenterades. OpenAI:s vd Sam Altman sa samtidigt att 100 miljarder dollar är småpotatis, med tanke på den nytta man får för pengarna. ”De gigantiska affärer som görs nu är ett mått på extrem optimism”, säger Björn Jefferey, techanalytiker på Svenska Dagbladet. Och jätteaffärerna får hård kritik från flera håll.”Det är samma pengar som flyttats runt mellan olika parter”, säger Björn Jeffery.”Känns som 1999”Vissa menar att det här är en stor varningsflagga som visar att ekonomin bakom boomen är ohållbar. Både IMF och Bank of England har varnat för en AI-bubbla i veckan. Även AI-profiler och finanskändisar varnar för ny krasch, som den som kom när it-bubblan sprack.Bubbla eller boomAndra menar att fokus bör ligga på den tekniska boomen. Även om vissa företag slås ut kommer tekniken leva kvar och revolutionera världen. Professor Magnus Mähring håller med om att vi bara är i början av AI-revolutionen. Men mycket av tekniken finns redan. En flaskhals finns däremot hos alla de företag som ska använda tekniken. Där går det inte lika fort.”En aspekt på bubblan är; kommer de positiva effekterna tillräckligt snabbt, och kommer investerarna ha tålamod”? , säger Magnus Mähring.Programledare och producent:Hanna MalmodinMedverkande och röster i programmet:Björn Jeffery, techanalytiker Svenska DagbladetSven Carlsson, gräv- och teknikreporter EkotMagnus Mähring, professor i entreprenörskap och digital innovation Handelshögskolan i StockholmSam Altman, vd OpenAIGreg Brockman, ordf OpenAIJensen Huang, vd NvidiaLisa Su, vd AMDPaul Tudor Jones, hedgefondprofilUrsula von der Leyen, ordf EU-kommissionenekonomiekotextra@sverigesradio.se

I detta avsnitt av Veckoanalysen diskuteras de nya tullar som Trump har annonserat för läkemedel. De många undantagen gör att vi ifrågasätter hur stor effekt det kommer få på sektorn, som dock redan är pressad. Vi diskuterar även Riksbankens något oväntade räntesänkning, personaländringarna inom både Riksbanken och Fed samt Nvidias investering i OpenAI.Läs mer i våra veckoanalyser, månadsutblick och strategirapporter som håller dig uppdaterad med det senaste inom marknads- och makroekonomi.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Teslas KI-Potenzial, das New Normal an den Finanzmärkten und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um DroneShield, Electro Optic Systems Holdings, Bitcoin, Ether, Solana, Microsoft, SK Hynix, Samsung, Micron Technology, NXP Semiconductors, Qualcomm, Yaskawa Electric und Super Micro Computer. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

I dagens avsnitt av Technokratin sammanför vi rävarna Mattias Miksche och Pär-Jörgen Pärson för ett samtal om Nvidias nya megainvestering i Open Al och hur USA skjuter sig själva i foten genom att monsterhöja priset på så kallade H-1B-visum, populära inom techindustrin. Dessutom spanar experterna kring nya fysiska AI-modeller.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Philipp Vetter über den ersten Handelstag von Aumovio, einen Kurssprung bei Crowdstrike und Rekorde am laufenden Band. Außerdem geht es um Continental, SAP, Aixtron, Ströer, Salesforce, Microsoft, Semiconductor Manufacturing International Corp (SMIC), ASML Holding Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast 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

Ifølge investorer, bør Novo Nordisks bestyrelsesformand, Helge Lund, forlade posten. Trump slår ned på reklamer for medicin. Nvidia og Intel går nu sammen i et historisk partnerskab. Trump og Starmer lægger vægt på særlig relation. Ørsted står foran nye tab og nedskriv­ninger. Jyske Bank skal beholde realkre­ditten.   Vært: Trine Duvander (trine.duvander@borsen.dk)

I går noterades Klarna på New York-börsen. Hur gick noteringen och vilka är de största molnen på Klarnas himmel framöver? Dessutom: Sebastian Siemiatkowskis egen liverapportering från börsgolvet. Vad har rapparen Meek Mill, den okända webbläsaren Arc och Nvidias konstiga hyresaffärer gemensamt? Jo, de är alla oroväckande tecken i tiden, säger Björn Jeffery. Och så delar vi med oss av den dömda medtech-entreprenören Elizabeth Holmes (känd från podden) bästa diet-tips - direkt från fängelset.

I denne uges episode af Aktieuniverset ser vi nærmere på Nvidias regnskab blandt andre flere spændende selskaber. Vi dykker ned i diverse markedsnyheder. Blandt andet er Indien i charmeoffensiv og planlægger møder med BRICS og Kina under konflikt med USA og Trump. Trump laver advarsel mod EU's digitale skatter. Ugens tema handler om investering i tech – hvor står vi, og hvilke muligheder er der fremadrettet, set ud fra den nye bog “Den lille guide til investering i teknologiaktier” af Mads Christian og Jesper Bæk fra NewDeal Invest. Derudover ser vi på ugens køb og meget mere! Denne episode er sponsoreret af investeringsfonden NewDeal Invest.Du kan finde fonden på din danske handelsplatform under PMINDI eller NewDeal Invest.På eToro findes porteføljen NDI-FutureTech.Er du virksomhed, kan du investere i hovedfonden via Virksomhedsskatteordningen (VSO).Læs mere på newdealinvest.dk. Denne episode er sponsoreret af Betterfeast. Den nemmeste måltidskasse. Hop ind på Betterfeast.dk/vare/familiekassen og brug rabatkoden: “AKTIEUNIVERSET51”, så får du 51% på din første levering. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket:finobo.dk/gratis-oekonomitjek-aktieuniverset/Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Tjek os ud på:FB gruppe: ⁠facebook.com/groups/1023197861808843⁠X: ⁠x.com/aktieuniverset⁠IG: ⁠instagram.com/aktieuniversetpodcast⁠  DISCLAIMER:Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde.Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages.PMINDI kan findes via Nordnet (https://www.nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (https://www.saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank.PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt.Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering.Læs mere om risici her: https://newdealinvest.dk/risici/ og generelt om investeringsforeningen på www.newdealinvest.dk.Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her:https://newdealinvest.dk/nyhedsbrev/.”

Bell hat ordentlich in ELDEN RING NIGHTREIGN reingebuttert und erzählt von ihren Eindrücken. Greg hat's auch gespielt. Wie sie es finden? Heute im GAME TALK erfahrt ihr's. Fabian hat derweil in das zuletzt durch Version 2.0 (hoffentlich) verbesserte LORDS OF THE FALLEN reingespielt. Außerdem hat er NVIDIAs neue GeForce Now-Lösung für das STEAM DECK getestet. Gregor hat sich als Pilot in F1 25 versucht, der Erfinder von KATAMARI DAMACY – Keita Takahashi – ist mit einem neuen Spiel am Start: TO A T. Ein Überblick über den kostenlosen SEA OF STARS-DLC namens THROES OF THE WATCHMAKER rundet diesen GAME TALK ab. Die SWITCH 2 haben wir leider noch nicht, aber dazu gibt's ab Donnerstag bei uns einiges an Content, darunter ein schönes TURNIER in MARIO KART WORLD.

I denne uges episode ser vi nærmere på Nvidias regnskab og de reaktioner, det har skabt i markedet. Vi har besøg af Tobias Hansen fra Nlogic til en snak om IT-sikkerhed og infrastruktur. Derudover ser vi på den seneste udvikling omkring Trump, tariffer og retssager. Ugens tema handler om den globale energisituation. Alt dette og meget mere! Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket:finobo.dk/gratis-oekonomitjek-aktieuniverset/Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Advisia. Få den bedste leasingaftale og pris med 100% uafhængig rådgivning. Læs mere på Advisia.dk. Denne episode er sponsoreret af PMINDI. NewDeal Invest er blevet børsnoteret, så du kan nu investere uden minimumsbeløb. Find den på din danske handelsplatform under PMINDI eller DK0062499810. Læs mere på ⁠Newdealinvest.dk⁠.NewDeal Invests nyhedsbrev: Newdealinvest.dk/nyhedsbrev/ Tjek os ud på:FB gruppe: ⁠facebook.com/groups/1023197861808843⁠X: ⁠x.com/aktieuniverset⁠IG: ⁠instagram.com/aktieuniversetpodcast⁠

Teslas salgskrise fortsætter, og nu melder Elon Musk ud, at han stopper i Trumps regering efter nogle tumultariske måneder. Vi kigger også hurtigt på Nvidias stærke regnskab og Natos generalsekretær, der melder ud, at alle lande nu skal banke deres forsvarsbudgetter op på hele fem procent af deres samlede økonomi. Udmeldingen sender de europæiske forsvarsaktier i hopla. Til sidst diskuterer vi et nyt udtryk på Wall Street: TACO – Trump Always Chickens Out. Investorer og analytikere har nemlig noteret sig, at Trump spiller stor, når han annoncerer nye toldsatser, men altid ender med at bøje af overfor lande som Kina, Canada og Mexico. I studiet: Magnus Barsøe og Mikael Milhøj.See omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Nvidias neuen KI-Billigchip, Hoffen auf das Pharma-Revival und was diese Woche sonst noch wichtig wird. Außerdem geht es um VanEck Uranium and Nuclear Technologies ETF (WKN: A3D47K), Uranium Energy, Oklo, Nuscale, Health Care Select Sector SPDR (WKN: A14QB2), CVS Health, United Health Group, Eli Lilly, Cigna, Danaher, Thermo Fisher Scientific sowie Gilead, Sandoz, J&J, Roche, Sanofi, VanEck Quantum Computing ETF (WKN: A418QM) Google, IBM, Microsoft, Sony, Boeing, Honeywell, IonQ, Rigetti und D-Wave. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

I denne uges episode ser vi nærmere på Trumps seneste aftaler i Mellemøsten, der har hentet store summer investeringer til USA og har stort potentiale til at påvirke amerikanske aktier. Vi har besøg af Thomas Marschall fra Danish Business Angels til en snak om Europas investeringsklima og startup-økosystem. Ugens tema dykker ned i Nvidia og chipindustriens udvikling, herunder Nvidias seneste regnskab og investeringer i AI-chipproduktion i Nordamerika. Derudover gennemgår vi spændende regnskaber og meget mere! Denne episode er sponsoreret af Nlogic. Få skræddersyet din cybersecurity. Læs mere på Nlogic.dk. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket:finobo.dk/gratis-oekonomitjek-aktieuniverset/Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Betterfeast. Den nemmeste måltidskasse. Hop ind på Betterfeast.dk/vare/familiekassen og brug rabatkoden: “AKTIEUNIVERSET51”, så får du 51% på din første levering. Tjek os ud på:FB gruppe: ⁠facebook.com/groups/1023197861808843⁠X: ⁠x.com/aktieuniverset⁠IG: ⁠instagram.com/aktieuniversetpodcast⁠

In this episode of Purple Political Breakdown, we dive into the latest political firestorms rocking the nation. Donald Trump and Elon Musk are teaming up against the mainstream media, accusing outlets of trying to divide them. Musk, now leading the Department of Government Efficiency, is escalating his media attacks, even suggesting jail time for CBS journalists. Meanwhile, the Department of Defense is cracking down on leaks with potential polygraph tests, following reports of sensitive Pentagon information being shared on unapproved platforms.Trump has also revoked security clearances for over a dozen political adversaries, including former President Biden and Vice President Harris, in what critics call a symbolic act of revenge. The administration is shaking up the federal bureaucracy, slashing SBA staff by 43% and transferring federal student loan programs under its control. On the economic front, Trump is imposing a 25% tariff on countries importing oil from Venezuela, claiming the nation is deliberately sending criminals into the U.S.We also cover Boeings massive $20 billion contract for the next-generation F-47 fighter jet, Hyundais $21 billion onshoring investment, and Nvidias plan to pump hundreds of billions into U.S. chip manufacturing. Plus, we discuss the growing trend of retirees fleeing high-tax states and the controversy surrounding Columbia Universitys concessions to restore its federal funding.Finally, well break down the fallout from South Dakota's new law restricting transgender individuals' bathroom access, AOCs rising influence within the Democratic Party, and a shocking mass shooting in Las Cruces, New Mexico. Dont miss this packed episode filled with the latest headlines, analysis, and what it all means for Americas political landscape.https://linktr.ee/purplepoliticalbreakdown

Das ist das KI-Update vom 21.03.2025 unter anderem mit diesen Themen: Auch Claude darf jetzt ins Internet Neue Sprach-Modelle in OpenAI-API verfügbar Nvidia will Hunderte Milliarden in US-Lieferkette investieren und Atlas bewegt sich Dank KI immer menschenähnlicher Links zu allen Themen der heutigen Folge findet Ihr hier: https://heise.de/-10324219 https://www.heise.de/thema/KI-Update https://pro.heise.de/ki/ https://www.heise.de/newsletter/anmeldung.html?id=ki-update https://www.heise.de/thema/Kuenstliche-Intelligenz https://the-decoder.de/ https://www.heiseplus.de/podcast https://www.ct.de/ki

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schizophrene Börsen, die deutsche Schulden-Rallye und Hiobsbotschaften von Siemens. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Nvidia hat in dieser Woche an den Börsen 200 Milliarden Dollar an Wert verloren, obwohl die veröffentlichten Zahlen eigentlich gut waren. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz debattieren darüber, was die Börsenreaktion zu bedeuten hat und ob jetzt der KI-Absturz droht. DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Godt 600 milliarder dollar er med ét fingerknips udslettet fra Nvidias markedsværdi mandag.Det er med længder det største daglige fald for en aktie nogensinde, og synderen er kinesiske DeepSeek, der er kommet ind fra højre og har lanceret en billig AI-sprogmodel på rekordtid.Vi ser på efterdønningerne i markedet denne tirsdag i Millionærklubben, men faktisk skal det primært handle om guld, sølv, olie og gas.Med os på en telefon har vi nemlig Saxo Banks chef for råvarestrategi, Ole Hansen. Lau Svenssen er desuden med os i studiet. Vært: Signe TerpSee omnystudio.com/listener for privacy information.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über den Bond-Schock an der Wall Street, eine Rallye der Impfstoff-Aktien und Trumps Mexiko-Idee. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

Burnie and Ashley discuss Revenge of the Nerds, CES, Samsung's Ballie, robot motivations, sick strategies, is patriotism American, Royal Mail, Apple's post-Jobs hits, Apple Watch, charging woes, videogames we never delete, NVIDIAs $2000 video card, Trudeau resigns, and another monkey on the lam. This episode is extended on Patreon. Extended version of this podcast at: https://www.patreon.com/morningsomewhere For the link dump visit: http://www.morningsomewhere.com For merch, check out: http://store.morningsomewhere.com