Podcasts about Qualcomm

If it wasn't apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom's investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm's new chips come from?- IBM's new less-than-nanometer chip design- Nuclear power's getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

After New York's primaries, House Minority Leader Hakeem Jeffries (D-NY) discusses the future of the Democratic Party in a midterm election year. Plus, Zynga founder and Reinvent Capital partner Mark Pincus has written a book, “Life at the Speed of Play.” Pincus discusses his thesis of how to build successful products from good ideas, as well as his investments in SpaceX and Anthropic. Pincus is still waiting for the “technology treasure” invention of the AI age. Plus, CNBC's Kristina Partsinevelos explains the surge in Qualcomm and Micron shares.    Kristina Partsinevelos - 8:41 Mark Pincus - 19:08 House Minority Leader Hakeem Jeffries - 36:40         In this episode: Hakeem Jeffries, @RepJeffries Kristina Partsinevelos, @KristinaParts Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli led off the show with tech and the AI Trade: Shares of Micron soared after the memory chip maker posted a blowout quarter. Apple announced it is hiking prices on MacBooks and iPads due to the memory chip crunch. Shares of the iPhone maker fell sharply, helping to drag the Nasdaq into negative territory in Thursday's trading and erasing the optimism sparked by Micron. Core PCE — the Fed's preferred inflation gauge — rose in May to year-on-year levels not seen since 2023. Also in focus: Qualcomm surges, oil prices fall to fresh pre-Iran war lows, a JPMorgan Chase executive seen a potential successor to CEO Jamie Dimon is leaving the bank, Anthropic vs. Alibaba, all things SpaceX.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US equity futures are firmer, Asian markets are mixed, and European equities are also trading higher. Markets are being driven by renewed optimism around the AI and memory cycle following strong guidance from Micron and upgraded outlooks from Qualcomm. At the same time, weaker oil prices are easing pressure on rates and contributing to expectations of a slower pace of central bank tightening, although policymakers continue to signal a cautious stance with risks around inflation still present.Companies Mentioned: Meta, MetLife, EasyJet

The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing portfolios to find the next big tech trade. Tiernan then outlines his expectations on Qualcomm's (QCOM) upcoming investor day and Nvidia's (NVDA) shareholder meeting. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bloomberg reported that Qualcomm is nearing a deal to acquire Modular, an AI software startup known for the Mojo programming language and an inference engine for cross hardware deployment. The reported move aligns with Qualcomm's push to expand on device AI on Snapdragon platforms, including PCs that meet Microsoft's Copilot Plus NPU requirements. Competitive pressure from Nvidia, Apple, Intel, and AMD is driving chipmakers to pair silicon with software to lower developer friction. Recent AI transactions such as Databricks' acquisition of MosaicML and investments in Anthropic show a broader consolidation of tools and compute. Regulators in the United States and Europe have increased scrutiny of AI deals, raising interoperability and licensing questions. Founders and IT buyers should evaluate portability, licensing, and performance baselines as potential ownership changes develop.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

OpenAI amplía Daybreak para cerrar vulnerabilidades con IA y presenta GPT-5.5-Cyber. Qualcomm se acerca a comprar Modular para competir con Nvidia también en software. Nvidia anuncia 35 superordenadores de IA en Europa, Oracle reconoce recortes ligados a la IA y una enana blanca podría explicar señales de radio repetitivas desde el espacio.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr. Mit dabei: Florian Müssig Moderation: Jan Schüßler Produktion: Tobias Reimer ► Mehr zu Nvidia RTX Spark und Intel Panther Lake lesen Sie bei heise+ (€): - Analyse: Wie Nvidias Einstieg bei Notebookprozessoren den Markt verändert: https://www.heise.de/hintergrund/Analyse-Wie-Nvidias-Einstieg-bei-Notebookprozessoren-den-Markt-veraendert-11321616.html - Vergleichstest: Vier Notebooks mit Core Ultra 300 alias Panther Lake: https://www.heise.de/tests/Vergleichstest-Vier-Notebooks-mit-Core-Ultra-300-alias-Panther-Lake-11168671.html

Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr.

Der Markt der Notebookprozessoren ist in Bewegung: Intel und AMD erreichen mit ihren x86-Prozessoren nur noch kleine Performancesprünge, Qualcomm hängt sie mit seinen Snapdragon-X2-CPUs meinstens ab und Apples M-Chips laufen sowieso allen davon. Hinzu kommt im Laufe des Jahres die Firma Nvidia, die mit dem RTX Spark ein SoC für (zunächst recht teure) Notebooks bringt. In dieser Folge des c't uplink sprechen wir über die kommenden CPUs von Nvidia, die aktuellen von Qualcomm und was für ARM-CPUs noch kommen könnten (und welche eher nicht). Außerdem: Warum die Situation bei Linux-Treibern bei Nvidia erquicklicher werden könnte als bei Qualcomm, was AMD so plant, was Intels Panther-Lake-Chips doch ganz gut hinbekommen und mehr. Mit dabei: Florian Müssig Moderation: Jan Schüßler Produktion: Tobias Reimer ► Mehr zu Nvidia RTX Spark und Intel Panther Lake lesen Sie bei heise+ (€): - Analyse: Wie Nvidias Einstieg bei Notebookprozessoren den Markt verändert: https://www.heise.de/hintergrund/Analyse-Wie-Nvidias-Einstieg-bei-Notebookprozessoren-den-Markt-veraendert-11321616.html - Vergleichstest: Vier Notebooks mit Core Ultra 300 alias Panther Lake: https://www.heise.de/tests/Vergleichstest-Vier-Notebooks-mit-Core-Ultra-300-alias-Panther-Lake-11168671.html

David Reger, Gründer und CEO von Neura Robotics, hat gerade die größte Finanzierungsrunde der deutschen Wirtschaftsgeschichte abgeschlossen: 1,4 Milliarden Dollar von Amazon, Nvidia, Bosch und Qualcomm. Der Antrieb dahinter ist für ihn weniger Kapital als Überzeugung – „damit vielleicht auch der deutschen Wirtschaft wie auch Europa den Arsch zu retten". Bis 2030 rechnet Reger mit sieben Millionen fehlenden Arbeitskräften allein in Europa; genau das sieht er als Haupttreiber der Robotik. Wo er die Grenzen zieht – und wie ein Schwabe aus Metzingen zum Hochtechnologie-Visionär wird – erklärt er im Gespräch mit Table.Media-Chefredakteur Michael Bröcker.Table.Briefings - For better informed decisions.Sie entscheiden besser, weil Sie besser informiert sind – das ist das Ziel von Table.Briefings. Wir verschaffen Ihnen mit jedem Professional Briefing, mit jeder Analyse und mit jedem Hintergrundstück einen Informationsvorsprung, am besten sogar einen Wettbewerbsvorteil. Table.Briefings bietet „Deep Journalism“, wir verbinden den Qualitätsanspruch von Leitmedien mit der Tiefenschärfe von Fachinformationen. Professional Briefings kostenlos kennenlernen: table.media/testenHier geht es zu unseren WerbepartnernHol dir deine persönlichen Daten mit Incogni zurück und hol dir 60 % Rabatt auf ein Jahresabo: https://incogni.com/tabletodayImpressum: https://table.media/impressumDatenschutz: https://table.media/datenschutzerklaerungBei Interesse an Audio-Werbung in diesem Podcast melden Sie sich gerne bei Laurence Donath: laurence.donath@table.media Hosted on Acast. See acast.com/privacy for more information.

The new smart glasses from Snap look like an impressive bit of technology, and some of the most advanced glasses we've seen. But Nilay and David start the show by wondering, does that matter if nobody wants to put them on? What would it take to overcome the ear-smashing? After that, they discuss the reasons for (and problems awaiting) Fox's acquisition of Roku, the latest updates from Matter, Facebook's wild AI Mode, and more. Further reading: Snap is finally about to ship AR glasses — and they cost a fortune  Snap Unveils Specs Smart Glasses at AWE 2026 From CNBC: Snap CEO Evan Spiegel on new AR Specs: New opportunity to bring computing to the world around you Qualcomm's latest chip hints that more powerful smart glasses could be on the way The Microsoft Surface Laptop 8 and Surface Pro 12 now come with Snapdragon X2 chips  Commodore's Callback 8020 is a retro flip phone with modern ideals  Google's first smart speaker in six years arrives next week Fox is buying Roku  Fox wants to take over your TV — and the tech inside it  Netflix was reportedly worried about antitrust scrutiny if it bought Roku instead of Fox. Fox is taking over Roku City  How Stephen Colbert's Replacement Is Helping Tank the Rest of CBS Will Matter finally be able to do what it should have always done? | The Verge Thread Direct looks to solve Matter's biggest setup headache | The Verge Half a billion people are using Threads every month  Facebook's new AI Mode search gets its info from public posts  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed. We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. (Timestamps are approximate.) 00:01:00 Intro 00:02:00 Snap Specs revealed 00:06:00 Snap software advantage 00:08:00 Price comfort reality check 00:10:00 True AR breakthrough 00:15:00 Demos vs daily life 00:21:00 Privacy and moderation risks 00:27:00 Fox buys Roku why 00:29:00 Distribution is power 00:33:00 Roku neutrality ends 00:37:00 Roku Lock-In Debate 00:41:00 Piracy Exit Ramp 00:42:00 Tubi Meets Roku Channel 00:46:00 Go90 Scale Rankings 00:52:00 Distribution Matters CBS 00:57:00 Hype Desk Movies 01:03:00 Knicks Laptop Festival 01:06:00 Brendan Carr Is A Dummy 01:10:00 Radio Ownership Waivers 01:12:00 Threads User Numbers 01:16:00 Meta AI Mode Risks 01:19:00 Matter Joint Fabric 01:28:00 Wrap Up and Plugs Learn more about your ad choices. Visit podcastchoices.com/adchoices

El programa 2890 de Radiogeek repasa las novedades tecnológicas más importantes del día: Tim Cook afirma que las subidas de precios de Apple son "inevitables" debido a la crisis de memoria.; Los líderes mundiales quieren la IA estadounidense. Simplemente no quieren que Estados Unidos pueda desactivarla; Snap presenta Specs: sus lentes de RA de 2.195 dólares; El CEO de Qualcomm predice que los agentes de IA usarán aplicaciones móviles; Samsung considera adquirir una participación en la empresa estadounidense de robótica Boston Dynamics; Según los informes, TSMC busca aprovechar la ventaja que le queda a Samsung en el mercado de chips; y por último Niantic Spatial niega el rumor de que el ejército estadounidense esté utilizando datos de Pokémon Go para entrenar drones. Read More: https://www.engadget.com/2196902/tim-cook-says-apple-price-increases-are-unavoidable-due-to-memory-crunch/ Toda esta información la pueden encontrar desde nuestra web www.infosertec.com.ar o bien desde el canal de Telegram/Whastapp, o Instagram. Esperamos sus comentarios.

Its first new smart speaker in six years is smart. Plus, Qualcomm wants to be the chip in every wearable. And turns out people don't react well to you saying your product has AI.Starring Tom Merritt and Sarah Lane.Links to stories discussed in this episode can be found here. Hosted on Acast. See acast.com/privacy for more information.

Welcome, Massimo Banzi of SuperModerno and co-founder of Arduino Introduction and SuperModerno: Massimo introduces himself as a “friendly nerd” and discusses his new project, SuperModerno The project aims to explain the “behind the scenes” of technology to prevent people from becoming “slaves to the platform” The History of Technology: Massimo expresses his passion for technology’s history, emphasizing non-American innovators to show Europeans they can also lead in technology, citing the UK-based origins of the Arm processor The Legacy of Olivetti: He highlights Olivetti (founded in 1908), which moved from typewriters to creating the Programma 101, the first desktop computer used by NASA to compute orbits for the Apollo program Design as a Differentiator: Olivetti was the first tech company to apply design to everything (products, posters, and architecture) This inspired Massimo's concept of the “invisible touch”, the idea that consistent, intentional design creates a unique connection with users and gives a company a competitive edge The Interaction Design Institute Ivrea (IDII): Massimo’s path led him to IDII, located in the former Olivetti research building, where he transitioned from a two-week sabbatical to a four-year stay Learning by Making: To help students with no electronics background, Massimo drew on how he learned as a seven-year-old (“learning by making”) to remove the friction of interacting with technology The Founding Team: He met Tom Igoe (ITP) and David Cuartielles, and they realized students were afraid to be creative because they feared “blowing up” expensive tools like the Basic Stamp The “Pizza and a Beer” Price Point: Massimo aimed for a hardware cost of 20 Euros, roughly what a student would spend on a pizza and a beer, to encourage experimentation Building the Platform: Along with David Mellis, the team adapted Processing (a language for artists) by “surgically” replacing Java with C++ to create the Arduino IDE Ivrea Manufacturing: Leveraging the industrial base of Ivrea and Torino (the “Detroit of Italy”), Massimo was able to find local PCB manufacturers and assemblers just a short drive away From Hacking to AVR: Massimo's early work involved hacking satellite TV PIC chips for soccer fans, but mentor Bill Verplank encouraged him to use AVR microcontrollers because they could be programmed simply in C Enabling Creators: Massimo shares stories of how Arduino enabled others, such as Josef Prusa, who started with Arduino as a teenager before building his global open-source 3D printer company The Innovation of Simplicity: Massimo argues that Arduino’s true innovation is the user experience This is measured by the “Time to First Blink”, the goal for a user to go from downloading software to blinking an LED in five minutes Standardization and “The Core”: Arduino became an ad-hoc standard by providing a compatibility layer across different microcontrollers Massimo believes in having a “small slice of a really large pie” by allowing other architectures to work within the ecosystem Hardware Architecture and the “Lasagna”: Inspired by the PC104 format, the board uses a layered approach where modules stack like a lasagna The “Shield of a King”: The name Arduino comes from King Arduino of Ivrea; David Cuartielles suggested that since the board was named after a king, the add-on modules should be called “Shields” Hardware Design Choices: The board fits a credit card size (to stay within the free version of Eagle software) and is blue because that color was thought to be less tiring for workers’ eyes Happy Accidents: The unique shape was chosen to be “ourselves instead of everyone else” During the design process, Massimo inadvertently moved a connector by half a step, creating an offset header that they kept for consistency after the first few thousand were made The Discovery of Auto-Reset: During a workshop in Germany, Massimo solved the frustration of manual resets by soldering a capacitor to the DTR pin, allowing the software to trigger the reset automatically The US Market and Legal Battles: Tom Igoe's adoption of Arduino at NYU helped the US become the project’s single biggest market This growth led to a difficult legal battle for control of the brand against a former partner Support from Arm: Massimo credits Arm Ltd (and CEO Simon Segars) for providing the strategic support that allowed the founders to regain control of the company. Massimo believes this is the first time he has talked about the role of Arm in the difficult legal process. Industrial and AI Expansion: Partnerships with Intel and Microsoft (Windows 10 IoT) led to early forays into TinyML (AI on small boards) back in 2017 The Qualcomm Acquisition: In October 2025, Qualcomm acquired Arduino, which Massimo sees as essential for bringing “advanced silicon” into the family to handle the increasing complexity of technology The “Arduino Formula” and Layering: Massimo views Arduino as a formula for simplification that can be applied to anything, including complex Linux machines like the Uno Q This is achieved by building in layers, where beginners use high-level abstractions and experts can “strip away” layers to reach the bare metal The Future Vision: Massimo looks forward to the “Arduino Formula” being applied to new fields, stating he is waiting for someone to develop an “Arduino for biology” using CRISPR and DNA technology

ทำไม Samsung ถึงสะดุดขาตัวเอง? จากราชา Vertical Integration ที่ควบคุมหน้าจอและหน่วยความจำเอง สู่ฝันร้ายของผู้ใช้ ‘Exynos 990' ชิปที่ทั้งร้อน ทั้งสูบแบต จนโดนผู้บริโภคถล่มเละ! เบื้องลึกความพ่ายแพ้ของทีม Custom CPU ระดับพันล้าน และปัญหา Yield ต่ำของโรงงานคืออะไร? วันนี้ Samsung กำลังเดินหมากใหม่ด้วย AI และการจับมือกับพันธมิตร เพื่อกอบกู้ศัตรูภายในและภายนอก หรือนี่จะเป็นจุดเริ่มต้นของยุคใหม่? เลือกฟังกันได้เลยนะครับ อย่าลืมกด Follow ติดตาม PodCast ช่อง Geek Forever's Podcast ของผมกันด้วยนะครับ #Samsung #Exynos #ชิปExynos #ซัมซุง #Snapdragon #สมาร์ตโฟน #ธุรกิจเทคโนโลยี #เซมิคอนดักเตอร์ #ข่าวไอที #ประวัติธุรกิจ #มือถือซัมซุง #เทคโนโลยี #สาระความรู้ #เรื่องเล่าธุรกิจ #TSMC #geekstory #geekforeverpodcast

P.M. Edition for June 16. SpaceX said today that it would acquire the parent company of the AI coding tool Cursor for $60 billion. WSJ reporter Becky Peterson explains how the deal is intended to help SpaceX catch up with its AI rivals. Plus, the agreement to end the war will allow Iran to immediately begin selling oil. We hear from Journal national security reporter Alex Ward about the strategy behind this–and how it's going over with President Trump's supporters. And WSJ Heard on the Street writer Asa Fitch discusses how Qualcomm has been diversifying its business to cash in on the AI boom. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh's first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company's AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions could accelerate Qualcomm's growth. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Qualcomm CEO Cristiano Amon says artificial intelligence is set to change the way people use smartphones, even if the devices themselves are not going away.Speaking to CNBC's Arjun Kharpal on “The Tech Download,” Amon said phones will increasingly be operated by AI agents that can carry out tasks on behalf of users, from managing apps to interacting with services across the internet. He described agents as a major shift for the mobile industry, comparing their emergence to the rise of apps in the smartphone era.Amon also said new categories of personal AI devices are beginning to take shape, including smart glasses, pins, pendants and other wearables. He said glasses are a natural fit for AI because they sit close to a user's eyes, ears and mouth, allowing models to process what people see and hear in real time.The Qualcomm chief also discussed what the shift means for the semiconductor industry, including the need for more powerful and efficient chips in phones, PCs, glasses, cars and other connected devices. He said AI is forcing a rethink of chip architecture as devices increasingly rely on a mix of CPUs, GPUs and neural processing units to run models across both the device and the cloud.Amon also pointed to memory shortages and wider supply-chain constraints as key challenges for the industry, while arguing that the rise of AI devices could bring new players into consumer electronics.Subscribe to “The Tech Download” wherever you get your podcasts.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Twee beursdagen verder en het is gelijk raak. SpaceX doet een gigantische overname. 60 miljard dollar is ermee gemoeid. Het neemt Anysphere over, een softwarebedrijf vooral bekend van hun AI-model Cursor. Dat is dan vooral weer bekend onder 'vibecoders': mensen die AI gebruiken om te coderen. We zoeken uit of de kersverse SpaceX-aandeelhouders blij moeten zijn met deze nieuwe aanwinst. We kijken wat Cursor precies kan toevoegen aan het ruimtevaartbedrijf. Of moeten we het ondertussen gewoon een AI-bedrijf gaan noemen? En je hoort hoe lang het aandeel van SpaceX de spectaculaire stijging nog kan doorzetten. Verder hebben we het ook over concurrent OpenAI. Ook daar weten ze maar al te goed wat uitgeven is. Er gaat ongeveer drie keer zoveel geld per jaar uit als dat er binnenkomt. En er vloeien ook miljarden naar marketing. Kan het toekomstige beursbedrijf hun toekomstige aandeelhouders met dat soort cijfers wel overtuigen dat ze ooit winstgevend gaan zijn? We vertellen je ook nog over Box 3. De nieuwe wet kreeg al bakken met kritiek maar dat blijkt nog niet genoeg. Tweede Kamerpartijen hopen de wet voor de zomer nog van tafel te krijgen. Te gast: Robbert Manders van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Echamos un vistazo a SpaceX, Nvidia, Qualcomm, Verizon... De la mano de Julián Coca, asesor de inversiones en Alterarea

NASCAR is coming to San Diego, and this special episode breaks down everything fans need to know ahead of the historic event. Scott Kaplan is joined by Qualcomm EVP Don McGuire and NASCAR San Diego President Amy Lupo to discuss how one of motorsports' biggest events is making its way to Southern California. They cover the vision behind the race, the partnership with Qualcomm, what the event means for San Diego, the expected economic impact, and what fans can expect when NASCAR arrives in the region.

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

Today, let's talk about how to counter the rapidly evolving cyber threats facing the transportation industry in this episode with Jaime Lightfoot of Lightfoot Labs and Joe Ohr of the NMFTA! They share the new realities of logistical vulnerabilities, moving beyond abstract ransomware fears to reveal how everyday tools like legacy maintenance software and Electronic Logging Devices (ELDs) are being weaponized as backdoors into critical transport infrastructure. They also breaks down why fleets cannot afford to play catch-up with sophisticated, state-sponsored cybercriminals who exploit software white-labeling and GPS spoofing to manipulate logbooks or orchestrate strategic cargo theft. From simple wired connections during routine garage service to complex wireless interventions while trucks are actively moving on the highway, this conversation serves as a wakeup call emphasizing that asset protection requires continuous, proactive defensive remediation and a rigorous evaluation of every digital touchpoint in your supply chain!   About Jamie Lightfoot Jaime Lightfoot is an independent security researcher, electrical engineer, and full-stack developer with over 12 years of industry experience. She specializes in embedded systems security within heavy trucking, automotive, and other critical infrastructure, helping companies assess vulnerabilities and working with their engineers to fix the gaps.    About Joe Ohr Joe Ohr has more than two decades of experience in technical operations, customer success management, customer support, and product support. Currently serving as the Chief Operating Officer for the National Motor Freight Traffic Association, Inc. (NMFTA)™, he plays a pivotal role in helping to advance the industry through digitization, classification, and cybersecurity. Prior to Ohr's role at NMFTA, he served as in numerous engineering and operations positions at Qualcomm and Eaton, and most recently held the position of Senior Vice President of Operations/Customer Experience at Omnitracs. Throughout his career, Ohr has provided strategic guidance, vision, and a roadmap for addressing long-term customer challenges. He has played a key role in accelerating revenue growth and has collaborated closely with IT, product, and engineering teams to foster stronger partnerships with strategic customers and peers. Additionally, Ohr has overseen post sales customer support and service teams, as well as operations, managing a workforce of over 400 individuals. He holds multiple certifications such as CCNA from Cisco and MCSE from Microsoft and earned his Bachelor of Science in Education from the Ohio State University. Due to his contributions to the industry, he earned a spot in the Inner Circle in 2015 and 2018 from Qualcomm and Omnitracs.  

NASCAR is coming to San Diego, and this special episode breaks down everything fans need to know ahead of the historic event. Scott Kaplan is joined by Qualcomm CMO & EVP Don McGuire and NASCAR San Diego President Amy Lupo to discuss how one of motorsports' biggest events is making its way to Southern California. They cover the vision behind the race, the partnership with Qualcomm, what the event means for San Diego, the expected economic impact, and what fans can expect when NASCAR arrives in the region.

Retours sur Siri AI limité dans l'UE et Anthropic lance Claude Fable 5. Les agents IA selon Qualcomm et Microsoft, et plusieurs sujets de sécurité chez Meta, Google et Microsoft.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord IA presque rien qui change C'est une fable et un mythe L'avenir à portée de mains avec de l'IA partout ! En attendant… Une drogue en remplace une autre. D'ailleurs, la suite de The social network arrive La sécurité nécessite toute la data Siri AI bridé par le DMA en Europe, c'est que le début  OK ? Les GAFAM remplacés par des mangues C'est ça la France… Macron sensible au contrôle parental Le chiffrement sur RCS, une exception française Le numérique et ses dangers Le FSD se rapproche encore Siri AI, Meta AI, même combat ? Participant Une émission préparée et présentée par Guillaume Vendé

Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza el momento de los mercados bursátiles en Estados Unidos, el estado de los bonos y la salida a Bolsa de SpaceX, el mayor estreno bursátil de la historia. “Todos los inversores quieren acciones de SpaceX, creo que subirá hoy”, afirma el invitado. La compañía recaudará 75.000 millones de dólares a través de la venta de 555 millones de acciones, con un precio fijado de 135 dólares cada una. Además, todo esto le servirá para alcanzar una valoración de 1,77 billones de dólares, lo que le permitirá ser la octava empresa con mayor capitalización del mundo. Además, esta salida a Bolsa hace que Elon Musk sea ya el primer billonario del mundo. ¿Está justificada la valoración? “Todos los analistas apuntan a que la valoración es exagerada”, nos cuenta el country manager en Iberia de Leverage Shares. También asegura que “no se puede valorar en precio beneficios a 12 meses porque todavía no tiene beneficios”. En el after hours también destaca Adobe, la compañía cae más de un 5% después de presentar cuentas al cierre. Sus ingresos de 6.620 millones de dólares se quedan más de 200 millones por debajo de las estimaciones de los analistas. Además, al mercado parece no gustarle la salida de su director financiero, Dan Durn, que se marcha a Marvell. En el Nasdaq, los valores relacionados con los semiconductores se recuperaron de las caídas. Marvell se recuperó de sus caídas y acabó la sesión con una subida del 11%. Intel avanzó casi un 10%, Qualcomm subió más de un 6% y Super Micro logró un alza del 9%, recuperándose también de sus últimas caídas. La nota negativa fue Oracle, que bajó más de un 8% después de decepcionar con sus cuentas. ¿Hay burbuja en el sector? “Yo creo que es un toque de atención a todos en cuanto a cómo están las valoraciones y que hay una bruja que se está haciendo”, nos comenta el entrevistado.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über den Absturz von Super ‌Micro Computer, das Dilemma von Oracle und Übernahmefantasie bei Hugo Boss. Außerdem geht es um Qualcomm, Arm Holdings, Broadcom, Advanced Micro Devices (AMD), Micron Technology, Marvell Technology, Tesla, Frasers Group, Fielmann, BMW, Mercedes-Benz Group, Volkswagen, Allianz, Deutsche Telekom, Siemens, Adobe, Galatasaray, Aarhus GF, FC Porto, Celtic FC, Manchester United, Juventus FC, Fenerbahçe SK, Borussia Dortmund, SS Lazio, Trabzonspor, Adidas, Puma, Nike, Hyundai Motor, Heineken, TUI, Sagax, B&M European Value Retail, Cranswick, SalMar, Fresnillo, Drax Group, Bakkafrost, Man Group, Zealand Pharma, flatexDEGIRO, Nemetschek, Mycronic, Bavarian Nordic, JD Sports Fashion und CTS Eventim. Hört „WELTMeister“ mit diesem Link bei Spotify: open.spotify.com/show/7CX3rSNRL11YEnW7IzkWIS Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En direct du salon Computex 2026, Carl-Edwin Michel revient sur trois tendances marquantes de l'événement. D'abord, Qualcomm attaque le marché des ordinateurs abordables avec sa nouvelle puce Snapdragon C, destinée à des portables Windows à faible coût et à grande autonomie. Du côté du jeu vidéo, Intel dévoile sa nouvelle architecture graphique Arc G3, déjà intégrée dans plusieurs consoles portables de fabricants comme MSI et Acer. Enfin, ASUS célèbre les 20 ans de sa marque ROG avec une nouvelle version de la ROG Ally dotée d'un écran OLED, d'une autonomie accrue et de lunettes de réalité augmentée capables de projeter un écran virtuel géant. Un signe que l'innovation matérielle demeure très active malgré l'omniprésence de l'intelligence artificielle dans l'industrie.

It's time for episode 482 of the Mobile Tech Podcast with guests Don McGuire (Qualcomm) and Domenico Lamberti (TechTechPotato) -- brought to you by Qualcomm. This episode comes in two parts. First, we discuss Qualcomm's Computex 2026 announcements, including Snapdragon C and Dragonfly. Second (15:24), we share our thoughts on Qualcomm's Snapdragon C, Intel's Wildcat Lake, and NVIDIA's RTX Spark. We also cover hot new computers like Acer's Aspire Go 15 and Swift Air 14, ASUS' Ascent QN10, Dell's XPS 13, and more... Fun!Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Qualcomm: https://www.qualcomm.com/ (sponsor)- Qualcomm at Computex 2026: https://www.qualcomm.com/news/press-kits/computex-2026-press-kit- Don McGuire: https://www.linkedin.com/in/donnymac/- Domenico Lamberti: https://www.threads.com/@mobile_dom- Qualcomm Snapdragon C: https://www.xda-developers.com/snapdragon-c-specs/- Intel Wildcat Lake: https://hothardware.com/news/intel-launches-core-series-3-wildcat-lake- NVIDIA RTX Spark: https://hothardware.com/news/nvidia-announces-rtx-spark-at-computex-2026- Acer Aspire Go 15: https://www.tomshardware.com/laptops/we-went-hands-on-with-qualcomms-new-usd300-and-up-arm-laptop-platform-mystery-eight-core-cpu-in-active-cooled-snapdragon-c-laptop-surfaces-in-acer-aspire-go-15- Acer Swift Air 14: https://www.windowscentral.com/hardware/laptops/acer-swift-air-14-2026-hands-on- ASUS Ascent QN10: https://www.xda-developers.com/snapdragon-x2-elite-is-finally-coming-to-a-mini-pc/- Dell XPS 13: https://www.xda-developers.com/dell-xps-13-2026-hands-on/Affiliate Links (If you use these links to buy something, we might earn a commission)- Apple MacBook Neo: https://amzn.to/3ORAMGM- Apple Mac mini: https://amzn.to/43SxwhV- ASUS Zenbook A14: https://amzn.to/49HF1eX- Acer Swift 14: https://amzn.to/4uUGVkV- Microsoft Surface Laptop: https://amzn.to/4vUmtB9

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Le Canada veut passer de la recherche IA à l'industrie • L'Europe tente de réduire sa dépendance numérique • Qwant devient un symbole de souveraineté • Mistral se heurte au droit d'auteur • Microsoft pousse l'IA agentique partout • Alexa+ trop lent • Mon Carnet explore les batteries lourdes • Monde Numérique reçoit Qwant et enquête sur la cybersécurité et l'hôpitalAvec Bruno Guglielminetti (Mon Carnet)Le Canada veut industrialiser son IAAu Canada, le gouvernement de Mark Carney présente sa stratégie « AI for All », avec l'objectif de faire passer l'adoption de l'IA par les entreprises d'un peu plus de 12 % à 60 % d'ici 2034 et de créer 250 000 emplois liés à l'IA sur cinq ans. On retient surtout le changement de cap : le pays veut rester fort en recherche, mais pousser davantage la commercialisation, les infrastructures souveraines, la littératie numérique et la cybersécurité.Souveraineté numérique : même combat des deux côtés de l'AtlantiqueEn Europe, la Commission européenne lance un paquet de mesures pour renforcer la souveraineté technologique dans les semi-conducteurs, l'IA, le cloud et les infrastructures numériques. On souligne que l'objectif n'est pas l'autarcie totale, mais une réduction des dépendances critiques vis-à-vis des fournisseurs américains et asiatiques, avec une préférence européenne qui pourrait bouleverser les habitudes d'achat public.Qwant, symbole européen au ParlementLe Parlement européen remplace Google par Qwant comme moteur de recherche par défaut sur Edge et Firefox à partir du 4 juin 2026, tout en laissant les utilisateurs choisir une alternative. On y voit un geste fort, peut-être symbolique, mais révélateur d'un mouvement plus large : faire exister des outils européens face aux géants américains. Dans Monde Numérique, Jérôme annonce une interview du directeur général de Synfonium, la société qui possède Qwant.Mistral face au casse-tête du droit d'auteurMistral AI se retrouve au cœur d'un dilemme européen : protéger les ayants droit ou ne pas fragiliser l'une des rares pépites européennes de l'IA. Nous revenons sur cette tension entre innovation, souveraineté et rémunération des contenus, avec un risque clair : imposer aux acteurs européens des contraintes que les géants américains ont déjà largement contournées.Microsoft veut rendre l'IA incontournableÀ l'occasion de Microsoft Build 2026, Microsoft pousse une vision très agentique de l'informatique, où l'IA devient l'interface principale entre l'utilisateur, ses données et ses appareils. On évoque notamment les nouvelles briques autour de Copilot, les agents, les modèles embarqués et les machines capables de faire tourner localement des modèles puissants, dont une dev box fondée sur la technologie NVIDIA RTX Spark.L'ordinateur sans applications se rapprocheBruno relève une idée forte : demain, l'appareil pourrait ne plus être organisé autour d'applications, mais autour d'un assistant capable de tout orchestrer à la demande. On met cette évolution en perspective avec les annonces de Microsoft, les travaux d'OpenAI sur de nouveaux appareils, et les ambitions de Qualcomm, Intel ou MediaTek dans l'IA locale.Alexa+ : plus intelligent, mais trop lentJérôme partage son retour d'expérience avec Alexa+, désormais testé à la maison en France. L'assistant paraît plus courtois, plus conversationnel et compatible avec de nombreux appareils existants, mais la latence devient gênante, surtout pour les gestes simples de domotique comme allumer les lumières ou baisser les volets. Il note aussi la disparition de plusieurs « skills », toujours visibles dans l'application mobile mais inutilisables sur certains appareils Echo récents.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den dollen Dow Jones, IPO-Vorfreude bei Goldman Sachs und den Broadcom-Kater. Außerdem geht es um Morgan Stanley, Citigroup, PNC Financial Services, Blackstone, Lululemon, Nvidia, Marvell Technology, ASML, TSMC, Ciena, AMD, Arm Holdings, Hewlett Packard Enterprise, IBM, Micron Technology, Qualcomm, Western Digital, Vertiv, AT&T, T-Mobile US, Verizon, Qiagen, Fresenius Medical Care, Merck KGaA, Puma, Hochtief, Porsche Automobil Holding, Zalando, Tesla, Deutsche Telekom, UBS, SK Hynix, Nvidia, Taiwan Semiconductor, SK Hynix, Micron Technology, Citigroup, UBS Group, Bank of America, BHP, Glencore, Anglo American, Freeport-McMoRan, South32, First Quantum Minerals, Teck Resources, Ivanhoe Mines, Hudbay Minerals, Capstone Copper, KGHM Polska Miedź, WisdomTree Copper (WKN: A0KRKR), WisdomTree Industrial Metals (WKN: A0KRLD), WisdomTree Long AUD Short EUR (WKN: A1EKYV). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

VOV1 - Trong bối cảnh kinh tế thế giới nhiều biến động, Việt Nam tiếp tục được cộng đồng quốc tế đánh giá là đang hội tụ đủ yếu tố để trở thành "Con hổ châu Á" mới.Với những nền tảng thu hút mạnh mẽ đầu tư nước ngoài, công nghiệp hóa hướng về xuất khẩu và duy trì tốc độ tăng trưởng cao, Việt Nam đang từng bước vươn lên trở thành trung tâm sản xuất công nghệ cao và mắt xích quan trọng trong chuỗi cung ứng toàn cầu. Kinh tế Việt Nam đang cho thấy khả năng thích ứng và sức chống chịu đáng kể trong bối cảnh kinh tế toàn cầu tiếp tục đối mặt nhiều bất ổn. Trong báo cáo mới nhất, Ngân hàng Thế giới (WB) dự báo tăng trưởng kinh tế Việt Nam năm nay có thể đạt khoảng 6,8% - mức tích cực trong bối cảnh kinh tế thế giới giảm tốc do căng thẳng địa chính trị và thương mại toàn cầu suy yếu. Động lực tăng trưởng tiếp tục đến từ xuất khẩu, dòng vốn đầu tư nước ngoài, cùng những nỗ lực cải cách thể chế, tinh gọn bộ máy và đơn giản hóa quy trình ra quyết định. Năm 2024, tổng vốn FDI đăng ký đạt khoảng 38 tỷ đô-la, trong khi vốn thực hiện đạt mức cao nhất trong vòng 5 năm trở lại đây. Ông Nguyễn Xuân Thành, giảng viên cao cấp Trường Chính sách công và quản lý Fulbright, nhấn mạnh: "Theo tôi, hiện nay có một mức độ đồng thuận chính trị rất cao. Dù căng thẳng địa chính trị trên thế giới ngày càng gia tăng và môi trường quốc tế đang có nhiều biến động, Việt Nam vẫn sẽ tiếp tục theo đuổi định hướng là một nền kinh tế mở. Từ góc độ đó, tôi cho rằng Việt Nam sẽ tiếp tục duy trì môi trường thu hút đầu tư trực tiếp nước ngoài khá cởi mở, với mục tiêu nâng cao giá trị gia tăng của các dự án đầu tư. Vì vậy, trong tương lai Việt Nam vẫn sẽ thu hút FDI, nhưng không phải bằng các ưu đãi tài khóa truyền thống, mà bằng việc cung cấp hạ tầng tốt hơn và các dịch vụ hỗ trợ doanh nghiệp hiệu quả hơn."Trang Edge Malaysia, tờ Nikkei Asia (Nhật Bản), trang Gulf News (UAE) nhận định, một trong những thay đổi quan trọng nhất của nền kinh tế Việt Nam là sự dịch chuyển mạnh mẽ trong cơ cấu xuất khẩu, với tỷ trọng hàng chế tạo và sản phẩm công nghệ cao liên tục gia tăng. Việt Nam ngày càng thu hút sự hiện diện của nhiều tập đoàn công nghệ hàng đầu thế giới. Trong đó, Việc tập đoàn Qualcomm đẩy mạnh mở rộng hoạt động nghiên cứu và phát triển tại Việt Nam, cho thấy Việt Nam là mắt xích quan trọng trong chiến lược xây dựng các trung tâm kỹ thuật toàn cầu. Bà Tehmina Khan, Chuyên gia kinh tế trưởng WB tại Việt Nam, Lào, Campuchia, cho biết: "Việt Nam đang ngày càng hưởng lợi từ làn sóng bùng nổ chi tiêu đầu tư cho trí tuệ nhân tạo (AI) trên toàn cầu cũng như chu kỳ tăng trưởng công nghiệp mới gắn liền với các khoản đầu tư vào AI. Đây là xu hướng đang thúc đẩy tăng trưởng của nhiều nền kinh tế Đông Á và Việt Nam cũng nằm trong số những quốc gia được hưởng lợi. Giá trị xuất khẩu liên quan đến AI của Việt Nam đang gia tăng mạnh mẽ. Điều này phản ánh vai trò ngày càng quan trọng của Việt Nam trong chuỗi cung ứng điện tử và công nghệ toàn cầu, đồng thời cho thấy tiềm năng tăng trưởng đáng kể nếu nhu cầu đối với các sản phẩm liên quan đến AI tiếp tục được duy trì."Trang The Interpreter của Australia cho rằng, Việt Nam đang từng bước hiện thực hóa mục tiêu trở thành trung tâm bán dẫn mới của thế giới. Đổi mới sáng tạo và chuyển đổi số được xác định là những động lực then chốt để nâng cao năng lực cạnh tranh quốc gia. Điều tạo nên sự khác biệt của Việt Nam là chiến lược phát triển ngành bán dẫn được hoạch định với các mục tiêu rõ ràng và đồng bộ, từ đào tạo nguồn nhân lực, thu hút đầu tư đến xây dựng hệ sinh thái công nghiệp hỗ trợ. Chính sách "ngoại giao chip" linh hoạt cũng đang giúp Việt Nam tranh thủ hiệu quả các nguồn lực quốc tế để phục vụ mục tiêu phát triển dài hạn. Qua đó, Việt Nam tiếp tục củng cố vị thế là điểm đến quan trọng của các chuỗi cung ứng toàn cầu trong giai đoạn phát triển mới./.Việt Nam được dự báo là "con hổ châu Á" tiếp theo.

Did you miss everything Microsoft announced at its Build conference?

John is joined by Miguel Rato and Marixenia Davilla, both partners in Quinn Emanuel's Brussels office. They discuss a major antitrust and competition law class action brought in the United Kingdom against Qualcomm, a leading developer of mobile communications technology.The case was filed as an opt-out class action on behalf of consumers and alleged that Qualcomm had abused a dominant market position by charging excessive patent royalties to smartphone manufacturers, particularly Apple and Samsung. The plaintiff claimed that Qualcomm used its strength as a supplier of mobile chipsets to pressure manufacturers into accepting licensing terms that allegedly resulted in inflated consumer prices. Remarkably, the plaintiff class withdrew the case at the end of the first phase of the trial.European competition law differs from U.S. antitrust law in that it permits claims based not only on the exclusion of rivals, but also on the alleged exploitation of customers through excessive pricing. In this case, the plaintiffs argued that Qualcomm leveraged its market power in chipsets to impose unfair licensing terms. Qualcomm maintained that its licensing model reflected legitimate compensation for decades of innovation and intellectual property development.The trial focused in detail on Qualcomm's relationships with Apple and Samsung. Evidence showed that key licensing arrangements were entered into at times when the manufacturers were not dependent on Qualcomm chipsets, undermining the claim that Qualcomm used chipset supply as leverage. Additional evidence demonstrated that royalty levels did not vary according to the volume of chipset purchases and that customers could obtain licenses independently of chipset transactions. Economic analysis likewise failed to reveal any connection between alleged dependence on Qualcomm products and the royalties ultimately negotiated.The case proceeded to a five-week trial before the Competition Appeal Tribunal in London. The first phase addressed market definition, dominance, liability, and whether the allegedly excessive royalties could nevertheless be justified as reasonable. Before the tribunal issued its ruling on the first phase, the class representative agreed to withdraw the case entirely. Qualcomm paid nothing, each side bore its own costs, and the litigation ended without a judgment.A judge reviewing the withdrawal concluded that the claim had no realistic prospect of success, making the case a rare instance in which a plaintiff abandons a major class action after trial, but before a decision was rendered.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Guest post by Shefaly M. Yogendra, Ph.D. Her book "Uncharted Spaces. Reset the Agenda. Reimagine the Boardroom." is out now. A recent Institute of Directors Ireland snap poll of Irish business leaders found that most directors use AI tools with varying degrees of confidence, and a majority believes AI adoption is critical for competitiveness and relevance. However fully two-thirds are not confident about their understanding of the impact of the Regulation of AI Bill 2026 on their business. Fewer than half of the boards have discussed AI governance in the last year. This suggests a gap in broader AI fluency and hence potentially deficient guardrails and governance mechanisms. While there is huge opportunity, risks need to be managed smartly too. E.g. a 3GEM research report found that while 89% of Irish SME workers actively use AI tools in their daily workflows, only 44% of those organizations have a formal AI policy or strategy. In plain English this is a shadow IT challenge. On steroids. How could Irish SME boards enable strategic success for their businesses, such as by ensuring safe, responsible, compliant AI adoption? Here are some actionable ideas. Relevant skills: A recent EY CHRO 2030 survey found that Generative AI adoption and the transition to a green economy are both accelerating at the same time. This means that skills that did not really crystallise even five years ago are needed urgently. It is crucial to get hiring right and to build strategic, ongoing skills development capacity in the business. This change would start with the board and the executive leadership team, underpinned by a regularly updated, dynamic skills matrix. The skills matrix needs to move away from box-ticking with the static safety of well-known employers and past big titles, and move towards active exploration of experience, capabilities, and evidence of growth and reflection. This will of course change sourcing, interviewing, and appointment of candidates, and then how the board evaluates its own construction continually for relevance. Relevant mindsets: In addition to hiring for demonstrable capabilities and skills, future-relevant boards need mindsets that shape the business for future success. A changed mindset would view compliance and governance not as burdens or checklists but as enablers of growth and client acquisition. Cubic Telecom's well-known governance evolution serves as an illustrative example. Following a capital event where SoftBank became a majority owner, the board reconfigured itself to balance global ambition with local roots and operational agility. SoftBank-appointed directors serve alongside strategic customer observers from Audi and Qualcomm, while the founder and CEO Barry Napier helps bridge the company's Irish product roots with its international ambition. Barespace provides another live example, this time of how high-calibre, enterprise-grade governance could be designed and implemented well, right from the start. Following a €2.9 million seed round in September 2025, the company appointed prominent Irish VC and tech veteran Brian Caulfield as Chair of the board. Its strategic advisers include Rick Kelley and Barry Napier, who bring growth and strategic nous to the boardroom right from the foundational stage. The wisdom of these choices is borne out in the experiences of building new businesses, where specialists, hands-on warriors and famous names all play specific roles in the shaping of the business. Relevant cadence: Future-relevant boards need a different workflow and cadence than the current practice of quarterly, compliance-centric approaches. Rolling strategic reviews would serve the business well especially with shrinking and super-short technology hype cycles. These hype cycles do not need reactive, kneejerk responses but steady and calm leadership to steer the business through a time of rapid change. Wild success, however we define it, is not accidental but deliberate. Culture as the underpinning e...

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Iran-Eskalation treibt Ölpreis hoch. Softbank überholt Toyota als wertvollstes Unternehmen Japans. Anthropic reicht IPO-Dokumente ein. Berkshire kauft Hausbauer Taylor Morrison & Barry Diller MGM Resort. Castlelake will Easyjet. Wise crasht wegen Geldwäsche-Klage. NVIDIA (WKN: 918422) stellt RTX Spark vor und nennt es die iPhone-Revolution für PCs. Jensen Huang pusht Software-Aktien. Intel und Qualcomm verlieren, ARM legt über 10% zu. Carpenter Technology (WKN: 858605) liefert seit 125 Jahren Speziallegierungen für Triebwerke und Raumschiffe. Nur zwei Konkurrenten weltweit, starke Preissetzungsmacht. Dazu ein stark wachsendes KI-Segment. Diesen Podcast vom 02.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed the AI trade: Nvidia enters the PC space by unveiling a new N1X processor. The announcement gave a boost to shares of Microsoft, Dell, HP and Arm — while putting pressure on the stocks of Intel, AMD and Qualcomm. SoftBank CEO Masayoshi Son spoke to CNBC in Paris about the company's plan to invest more than $80 billion in data centers in France. At Stargate's data center in Michigan, David previewed his exclusive interviews with OpenAI CEO Sam Altman, Oracle CEO Clay Magouyrk and Related Digital Chairman Jeff Blau: Also in focus: Barry Diller's $18 billion bid to acquire MGM Resorts, Berkshire Hathaway buys Taylor Morrison for $6.8 billion, U.S.-Iran tensions weigh on stocks.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The EU is rolling out a new Office suite! Samsung workers get pay raise! More fines coming to Google. NVIDIA bets big on Taiwan, while Chinese GPUs surge in sales. Steam Deck prices JUMPED, but so did sales numbers. Qualcomm shows off a new laptop chip, while rumors swirl of new "cheap" laptops. Asus taps Qualcomm for a new all-in-one PC. NVIDIA shows of the RTX Spark for Windows machines, and numerous manufacturers are already announcing new machines featuring the chip. Let's get our tech week started off RIGHT! -- Show notes and links https://somegadgetguy.com/b/4df Support Talking Tech with SomeGadgetGuy by contributing to their tip jar: https://tips.pinecast.com/jar/talking-tech-with-somegadgetgu Find out more at https://talking-tech-with-somegadgetgu.pinecast.co This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-c117ce for 40% off for 4 months, and support Talking Tech with SomeGadgetGuy.

È ancora aperta la partita sul futuro degli sconti sulle accise. A pochi giorni dalla scadenza del 6 giugno, nel governo si moltiplicano le valutazioni su costi e benefici di un nuovo eventuale intervento sui carburanti, senza che sia ancora maturata una decisione definitiva. Dalla primavera a oggi il taglio delle accise ha cambiato più volte intensità: si è partiti da uno sconto consistente, attorno ai 24 centesimi al litro, per arrivare a una progressiva riduzione. Nell'ultimo decreto il governo ha dimezzato lo sconto sul gasolio, portandolo a circa 12 centesimi al litro, mentre per la benzina il taglio è rimasto più contenuto, attorno ai 6 centesimi. Una modulazione dettata dall'esigenza di contenere l'impatto sui conti pubblici: il conto complessivo dell'operazione sfiora i 2 miliardi di euro, una cifra che rende difficile immaginare ulteriori proroghe senza coperture solide.OSPITE: Davide Tabarelli, presidente Nomisma EnergiaSoftBank investe 75 miliardi in Francia per costruire il più grande hub IA d EuropaSoftBank scommette sulla Francia per accelerare la corsa europea all'intelligenza artificiale (IA). Il gruppo giapponese guidato da Masayoshi Son ha annunciato, secondo quanto rivelato dal Financial Times, un impegno fino a 75 miliardi di euro per sviluppare una vasta rete di infrastrutture dedicate al calcolo avanzato, un progetto che, se completato, diventerebbe il più grande complesso di data center per l IA del continente. L investimento rappresenta il più importante impegno nel settore dell'intelligenza artificiale assunto da SoftBank al di fuori degli Stati Uniti e offre un importante successo politico al presidente francese Emmanuel Macron alla vigilia dell'edizione 2026 di Choose France , l evento con cui Parigi cerca ogni anno di attirare capitali e investimenti internazionali.La decisione - secondo il quotidiano britannico - è maturata rapidamente dopo una cena tra Macron e Son svoltasi a Tokyo all inizio di aprile. In quell'occasione il presidente francese avrebbe illustrato i punti di forza del Paese per ospitare infrastrutture ad alta intensità energetica, puntando in particolare sulla disponibilità di energia nucleare e su procedure autorizzative accelerate per gli impianti legati all'intelligenza artificiale. «SoftBank è orgogliosa di assumere questo importante impegno nei confronti della Francia», ha dichiarato Son. Secondo il fondatore e amministratore delegato del gruppo, le capacità industriali francesi, la disponibilità di competenze specializzate e l ambizione nazionale nel settore tecnologico rendono il Paese uno dei candidati più credibili a diventare un polo europeo dell'intelligenza artificiale. Uno dei principali poli sorgerà a Dunkerque, dove SoftBank collaborerà con Schneider Electric per creare un hub dedicato sia alle infrastrutture per l'intelligenza artificiale sia alla produzione di tecnologie robotiche. La posizione geografica del sito, affacciato sul Mare del Nord e vicino a importanti mercati come Londra, Bruxelles e Amsterdam, è considerata uno degli elementi strategici dell'iniziativa.OSPITE: Danilo Ceccarelli, collaboratore del Sole 24 ore da Parigi Easyjet vola in Borsa sulla manifestazione di interesse di CastlelakeEasyjet bolla come "altamente opportunistica la tempistica" con cui la società di investimento Castlelake sta valutando un'offerta per il vettore britannico e afferma di "non aver avuto alcuna discussione, né di aver ricevuto alcun approccio o proposta" dal potenziale acquirente. Venerdì scorso, a Borsa chiusa, Castlelake aveva reso noto di disporre di una quota del 2,1% nel vettore britannico e di valutare un'offerta a non meno di 403,23 pence ad azione. Sul listino di Londra Easyjet balza stamattina dell'11,6% a 444,1 pence. Il board di Easyjet, si legge nella risposta del vettore britannico, pubblicata poco prima dell'apertura di Borsa, "ha chiaro il proprio dovere di massimizzare il valore per gli azionisti e prenderà in considerazione qualsiasi proposta" ponendo attenzione "in particolare alla valutazione e alla fattibilità" dell'operazione. Con riguardo al primo punto il board rileva "il timing altamente opportunistico" di un'offerta nel momento in cui "il prezzo delle azioni è temporaneamente depresso a causa dell'attuale situazione in Medio Oriente e del suo impatto sulla fiducia dei clienti e sui prezzi del carburante". In tema di fattibilità il cda "rileva le considerevoli sfide normative, finanziarie e operative associate a una potenziale acquisizione di easyJet". Andrea Giuricin, Docente di Economia dei Trasporti all'Università Bicocca di Milano, autore di "Alitalia La privatizzazione infinita" Nvidia sfida Intel e Apple con un nuovo superchip per PcNvidia entra nel mercato dei chip per pc con il nuovo RTX Spark Superchip, che debutterà nei pc fissi e portatili delle principali marche dal prossimo autunno. L'annuncio, riferiscono i media internazionali, è stato fatto dal ceo di Nvidia, Jensen Huang, alla fiera Computex a Taipei. Il 'superchip' di Nvidia rappresenta una sfida diretta a gruppi come Intel, Qualcomm, Amd e Apple, aprendo una nuova linea di business per il colosso da 5,1 trilioni di dollari di capitalizzazione. "Il più efficiente chip per pc mai costruito", come lo ha definito Huang, sarà utilizzato da Dell, Asus, Hp, Lenovo, Microsoft, Acer e Msi.Il superchip di Nvidia, che lavorerà con il software Windows di Microsoft, è una combinazione di un microprocessore e di un chip grafico, realizzato con la collaborazione di MediaTek, e consentirà di eseguire applicazioni e modelli di intelligenza artificiale. La sua fabbricazione aumenta la competizione nel settore dei chip per pc e segnala come Nvidia, che occupa una posizione dominante nel settore dei semiconduttori per le infrastrutture di intelligenza artificiale, stia ampliando la sua offerta, sviluppando chip integrati che alimentano l'intero computer, con l'obiettivo di intercettare i flussi di spesa dei consumatori per sostituire pc datati, messi a dura prova dalle nuove applicazioni di intelligenza artificiale, con laptop più performanti.OSPITE: Alessandro Plateroti, Direttore editoriale Ucapital.com

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。

Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Timestamps: 0:00 Intel Unveils Arc G3 1:20 Qualcomm's Snapdragon C 2:30 New Website Tracking Technique 4:18 QUICK BITS INTRO 4:32 Steam Deck Sells Out 5:05 Wikipedia Editors Threatening Strike 5:34 NASA's Proposed Moon Base 6:10 Illinois Legislature's New AI Safety Bill 6:34 Ferrari's New EV NEWS SOURCES: https://lmg.gg/LuZro Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Healthy Wealthy & Smart Podcast, Dr. Karen Litzy, PT, DPT, welcomes Dr. Minal Patel and Brijraj Bhuptani of Spry Therapeutics. We explore how AI is transforming clinical workflows, documentation, and patient care in physical therapy. We cut through the hype to understand what responsible AI integration really means for clinicians and practice owners.   Key topics   The origins of Spry and the real-world problems AI aims to solve in healthcare How AI-powered documentation like Spry's Scribe tool works in practice The importance of transparency, data security, and reliability in healthcare AI Balancing customization and standardization with AI tools The role of AI in addressing clinician burnout and administrative burden Future pathways: AI's potential to standardize workflows while respecting individual practice styles Practical steps for clinicians and practice owners to start exploring AI in their clinics Evolving perceptions of AI's impact on human interaction and empathy in therapy   Timestamps   00:00 - Introduction to AI in clinics and why it matters 02:16 - The story behind Spry's inception and industry pain points 04:44 - How COVID accelerated the need for smarter workflows 09:11 - Overcoming practice ownership inertia toward new technology 12:06 - The role of AI-powered documentation and clinician workflows 18:15 - How Spry's AI listens and transcribes in real-time during therapy 24:09 - Protecting note integrity and avoiding homogenized documentation 27:51 - The impact of admin overload on clinician burnout and patient trust 36:17 - Building trust in AI with transparency and data access 40:48 - The future of AI: opportunities and responsibilities for practice owners 43:20 - Responsible AI and industry responsibility for ethical tech deployment 47:40 - Clarifying probabilistic AI and ensuring reliable clinical outputs 48:43 - Lightning round: quick takes on practice management and AI mindset 55:09 - How to connect with the experts and learn more about Spry   Resources & Links Spry Brij Bhutani - LinkedIn Dr Minal Patel - LinkedIn AI-powered documentation in healthcare: a look at Spry's approach   More About Dr. Patel: Dr. Minal Patel PT, DPT, OCS is a seasoned Physical Therapist with over 17 years of clinical and non-clinical expertise. She has held pivotal roles within rehab organizations including leadership and innovation for both in-person and digital services. Dr. Patel holds a Doctor of Physical Therapy from Midwestern University, and is an Orthopedic Certified Specialist. As Director of Clinical Solutions at SPRY, Dr. Patel leads the development and implementation of innovative care strategies that bridge the gap between clinical excellence and operational efficiency. With a deep background in physical therapy and healthcare operations, Dr. Patel brings a clinician-first perspective to building solutions that streamline workflows, optimize patient outcomes, and enhance revenue cycle performance. At SPRY, Dr. Patel works closely with product, engineering, and customer success teams to ensure the platform supports the real-world needs of outpatient therapy practices. Their work focuses on translating clinical insight into scalable technology—empowering providers to deliver high-quality care while navigating complex payer and compliance environments. Prior to joining SPRY, Dr. Patel held leadership roles in multi-site rehab networks and has been instrumental in driving clinical innovation, EMR optimization, and value-based care initiatives. She is passionate about elevating the role of therapists in the broader healthcare ecosystem through data-driven, patient-centered tools. More About Brijraj: Brijraj (Vaghani) Bhuptani is co-founder and chief executive officer of SPRY Therapeutics, Inc., inventor of rehab therapy's first fully integrated, AI-powered EMR. As CEO, Brij drives company and product strategy as he leads the organization in the commercialization of rehab therapy's only AI-first software platform. Before SPRY, Brij co-founded and served as chief executive officer of Birds Eye Systems, the creator of major mass transit platform Ridlr. This enterprise was acquired by Ola, one of the world's largest ride-hailing companies, where Brij then served as chief technology officer. Prior to Birds Eye Systems, Brij applied his engineering background to solving some of the most pressing technology concerns facing large media and wireless firms, including Qualcomm and Sears India. For more information on SPRY, visit www.sprypt.com, and follow the company on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Megaaktie Micron, den Emerging-Markets-Irrtum und den verrückten Space-Hype. Außerdem geht es um Micron Technology, UBS, AST SpaceMobile, Firefly Aerospace, Redwire, Planet Labs, Rocket Lab, Qualcomm, BP, Zscaler, Okta, Palo Alto Networks, CrowdStrike, Wacker Chemie, Siltronic, Salesforce, Marvell Technology, Snowflake, HP Inc, Abercrombie & Fitch, Synopsys, Agilent Technologies, Braze, PDD Holdings, BASF, Thyssenkrupp, Siemens Energy, IBM, Xerox, Warner Bros. Discovery, Costco, Walmart, PepsiCo, Kraft Heinz, Ferrari, Apple, Nissan, Morgan Stanley, Hermès, Tesla, VanEck Space Innovators ETF (WKN: A3DP9J), Roundhill Memory ETF (DRAM) (WKN: A42A7G), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

What happens when the biggest bottleneck in a business isn't the product — but the systems, leadership, and pressure behind it? In this episode of the Starter Girlz Podcast, Jennifer Loehding sits down with Ashish Gupta, founder of ScaleUp Exec and recipient of CEO of the Year in the fractional executive consulting industry, for a conversation about scaling businesses, founder burnout, leadership, and sustainable growth. After co-founding and selling a wireless company to Qualcomm, leading a $2 billion operations team at Apple, and helping struggling businesses recover from the verge of collapse, Ashish has seen firsthand what happens when founders become trapped inside the businesses they built. But this conversation goes deeper than systems and operations. It explores the emotional side of entrepreneurship — the pressure to constantly achieve, the exhaustion that comes from trying to do everything yourself, and the mindset shifts that allow leaders to grow without burning out themselves or their teams in the process. From understanding the difference between visionary leadership and operational execution to learning how self-awareness impacts leadership and decision-making, this episode offers a grounded perspective on what it really takes to build a business that can scale and last. What You'll Hear in This Episode• Why so many founders unknowingly become trapped inside their own businesses• The hidden cost of trying to control everything yourself• The difference between visionary leadership and operational execution• Why burnout often comes from misalignment — not lack of ambition• How stronger systems and culture create healthier business growth• Why self-awareness may be one of the most important leadership skills• The emotional highs and lows tied to achievement-driven success• How presence and clarity can create more sustainable growth Chapters00:00 Systems Over Product01:02 Meet Ashish Gupta02:24 Fractional COO Explained05:01 Turnarounds And Exits09:02 Do You Need Help12:37 Podcast Break14:51 Visionary Versus Operator19:12 COO Role And Culture25:38 Corporate To Entrepreneur28:15 Time Audit Framework36:26 Hiring And Team Fit41:10 Self Awareness And Presence45:43 Connect And Closing About Ashish GuptaAshish Gupta is the founder of ScaleUp Exec, a fractional COO firm that helps founders and businesses scale through operational leadership, systems, culture development, and strategic execution. Before launching ScaleUp Exec, Ashish co-founded and sold a wireless company to Qualcomm, led a $2 billion operations team at Apple, and transformed distressed businesses into profitable companies with successful exits. His work focuses on helping founders scale sustainably while building healthier teams, stronger cultures, and more resilient businesses. Connect with Ashish GuptaWebsite: https://scaleupexec.com Connect with Starter Girlzhttps://startergirlz.com Take the 2-Minute Success Block Quiz to discover what may be holding you back. Want to Be a Guest on Starter Girlz?https://www.podmatch.com/hostdetailpreview/17044863446695017c1879d7b

What drove an up-and-down week for chips stocks like Intel, Nvidia, Micron and Qualcomm? And what kind of clarity did crypto traders get from the Clarity Act advancing in the Senate? Plus, how are investors liking Klarna's pivot away from “buy now, pay later”? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

What drove an up-and-down week for chips stocks like Intel, Nvidia, Micron and Qualcomm? And what kind of clarity did crypto traders get from the Clarity Act advancing in the Senate? Plus, how are investors liking Klarna's pivot away from “buy now, pay later”? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices