Podcasts about Qualcomm

American global semiconductor company

  • 2,032PODCASTS
  • 6,300EPISODES
  • 42mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Feb 5, 2026LATEST
Qualcomm

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about Qualcomm

Show all podcasts related to qualcomm

Latest podcast episodes about Qualcomm

Real Vision Presents...
Crypto Winter Deepens: BTC Hits $69K, Tech Crashes, Silver Melts Down

Real Vision Presents...

Play Episode Listen Later Feb 5, 2026 6:45


Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political turmoil hit the pound, while tech stocks continued to unravel — AMD plunged 17%, Qualcomm disappointed, and Alphabet slid after announcing a massive increase in AI spending. Precious metals saw extreme volatility again, with silver crashing 15%, gold slipping, and oil falling after the U.S. and Iran agreed to hold talks. In macro data, German factory orders surged, but Eurozone retail sales fell, raising concerns about consumer demand. In crypto, Bitcoin dropped to $69,000, pushing the market back into Extreme Fear. Bhutan appears to be selling BTC it has mined since 2019, ETH hovered near $2,000, and scrutiny intensified around Trump-linked World Liberty Financial. CME also hinted it may explore issuing its own token.

Squawk on the Street
Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26

Squawk on the Street

Play Episode Listen Later Feb 5, 2026 45:08


Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company.  Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower.  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.

Closing Bell
Alphabet Raises Capex Bar; What's next for Software? 2/4/26

Closing Bell

Play Episode Listen Later Feb 4, 2026 43:14


A busy earnings session puts Big Tech and software squarely in the spotlight. Alphabet headlines the night. Qualcomm, ARM, and Snap also report, adding fresh signals on chips, mobile demand, and digital advertising. Ben Reitzes, Managing Director at Melius Research, breaks down the broader software and tech landscape. Citizens' Andrew Boone reacts to Alphabet's results and huge capex outlook. Market positioning and investor flows discussion with Sonali Basak of iCapital and Steve Sosnick of Interactive Brokers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tacos and Tech Podcast
How SDSU Became a Startup Connector

Tacos and Tech Podcast

Play Episode Listen Later Feb 3, 2026 62:01


In this episode of Tacos & Tech, Neal Bloom sits down with Cathy Pucher, Executive Director of Entrepreneurship Initiatives at San Diego State University, to trace the roots and the future of San Diego's startup and early-stage investing ecosystem. From Cathy's early career in semiconductor sales at Texas Instruments and front-row seat to Qualcomm's rise, to founding the EvoNexus startup incubator and helping SDSU become a central connector for founders and investors, this conversation is a masterclass in ecosystem-building.Together, Neal and Cathy unpack how San Diego's culture differs from Silicon Valley, why experiential learning matters for both founders and investors, and how the San Diego Angel Conference (SDAC) has become a critical on-ramp for new angel investors while putting meaningful capital to work in local startups. The episode also marks the kick off of SDAC Fund VIII, with applications now live for both startups and aspiring angels.Key Topics Covered* Cathy's journey from electrical engineering at UCSD to global semiconductor sales at Texas Instruments* Early San Diego wireless startups and Qualcomm's role in shaping the ecosystem* Why San Diego's startup culture feels fundamentally different from Silicon Valley* The leap from big tech to startup leadership at PacketVideo* Creating EvoNexus as a free incubator for serial entrepreneurs* How SDSU transitioned from an “island” to an active startup ecosystem connector* Student-led startups and the power of founder–market fit* Why SDSU focuses on connecting founders to existing accelerators instead of duplicating them* The evolution of local angel investing in San Diego* How the San Diego Angel Conference trains and activates new angel investors* What makes SDAC a “learn by doing” model for early-stage investing* The structure, timeline, and goals of SDAC Fund VIII* Why local capital pipelines matter for long-term ecosystem health* How students are now being embedded directly into the angel investing processSan Diego Angel Conference (SDAC) Highlights* Applications for startups are now open* Startups from across the U.S. are eligible (with in-person requirements later in the process)* Investor Knowledge & Network Event: February 10 at C3 Bank* SDSU 2026 Angel Academy: March 6SDSU SDAC program is designed for accredited investors who want:• A structured way to learn early-stage investing• Exposure to real startups and real diligence• A peer group to learn alongside• Deeper connection to the San Diego startup ecosystem* Meetings kick off week of March 9th thru late MayIf you're curious, SDSU is hosting a 2026 SDAC Information Sessions:Tuesday, February 3, 2026 at 4:00 pm* Zoom link: https://SDSU.zoom.us/j/89569142579?jst=2Thursday, February 26, 2026 at 12-1 pm* Message me for the linkLinks & Resources* San Diego Angel Conference* Lavin Entrepreneurship CenterConnect on LinkedIn* Cathy Pucher* Neal Bloom This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Alles auf Aktien
Die heißesten Davos-Picks & 19 Dividenden-Aktien mit Steuer-Kick

Alles auf Aktien

Play Episode Listen Later Jan 26, 2026 21:09


In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Shutdown-Alarm in den USA, neue Zolldrohungen gegen Kanada und was sonst noch wichtig wird in dieser Woche. Außerdem geht es um Intel, Amazon, Volkswagen, ASML, SAP, Apple, Microsoft, Meta, Tesla, Ryanair, Stabilus, Steel Dynamics, Nucor, Ferrovial, Thales, Vinci, Eiffage, Fraport, Accenture, Wipro, Tata Consultancy, C3.ai, Palantir, Standard Chartered, Fujitsu, Cloudflare, CrowdStrike, Dell, Pinterest, Cognizant, Uber, Nasdaq, Qualcomm, Snowflake, Bank of America, Citi, IBM, Cisco, Krka, Ignitis, Shell, BP, HSBC, Diageo, Reckitt Benckiser, Rio Tinto, Imperial Brands, Sage Group, Unilever, Aviva, Phoenix Group, Legal & General, Vale, OPAP, National Bank of Greece, DBS Group, Oversea Chinese Banking Corporation, Singapore Exchange, Jardine Matheson, Invesco, Tokio Marine, CK Infrastructure, EUWAX Gold II (WKN: EWG2LD), VanEck Defense ETF (WKN: A3D9M1), iShares MSCI Canada ETF (WKN: A0YEDS), Xtrackers Euro Stoxx 50 ETF (WKN: DBX1ET), Amundi Stoxx Europe 600 ETF (WKN: LYX0Q0), Global X European Infrastructure Development ETF (WKN: A40E7B), SPDR MSCI Europe Industrials ETF (WKN: A1191T), iShares MSCI Saudi Arabia Capped ETF (WKN: A14ZV2) und Xtrackers MSCI EM Europe, Middle East & Africa ETF (WKN: DBX1EA). https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

ChinaTalk
The Future of Economic Security with Dan Kim and Chris Miller

ChinaTalk

Play Episode Listen Later Jan 21, 2026 80:29


Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim, who served at USITC with stints at Qualcomm and SK hynix before returning to government as the Chief Economist for the CHIPS Program Office. He recently joined TechInsights as Chief Strategy Officer. Also joining us is Chris Miller of Chip War fame.  We discuss: What $39 billion can and can't buy — why the CHIPS Act was never meant to de-risk the U.S. from China or Taiwan, and what “success” looks like when autarky is neither affordable nor desirable, Apple vs. Xiaomi + BYD — invention versus fast-following as competing models of national power, and which system performs better when the goal shifts from profit maximization to geopolitical resilience, What resilience actually means — capability vs. capacity, weakest links, and whether economic security should be measured as “time to recovery” rather than self-sufficiency, Managed dependence vs. overreliance, and whether dependence itself can be a form of power, Why the U.S. still lacks a clear theory, metrics, and institutional design for industrial strategy — and what you can do about it. Subscribe to the ChinaTalk Substack to stay updated about the essay contest! Learn more about your ad choices. Visit megaphone.fm/adchoices

Coffee w/#The Freight Coach
1370. #TFCP - SCAC Code Shakeup: The New Rules for Non-Class 8 Fleets!

Coffee w/#The Freight Coach

Play Episode Listen Later Jan 21, 2026 33:04


What happens if you don't verify your SCAC? Is this the beginning of the end for freight fraud in non-Class 8 carriers? Joe Ohr and Holly Taylor are back on the show to discuss the launch of SCAC Verify on February 26, 2026, NMFTA's new mandatory identity and address verification program designed to close a major security gap impacting sprinters, box trucks, hotshots, and other non-Class 8 carriers! We talk about how the fast 1–3 minute verification process works using government ID, biometric selfie matching, and DMV checks across 42 states, why failure to comply could mean losing your SCAC code renewal, and how verified carriers gain a significant competitive edge with shippers, brokers, and insurers. We also cover why this move is about fraud prevention, cargo theft reduction, and carrier trust, how it creates a clean accountability paper trail without storing personal data, and why this standard is likely a preview of future FMCSA and federal regulations. The bottom line of our conversation? This is a leveling of the playing field, a trust signal for legitimate carriers, and potentially a path to lower insurance premiums in a market that has been crushed by fraud! Visit https://nmfta.org/scac/ to learn more!   About Joe Ohr and Holly Taylor 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. Holly Taylor is the Director of Product at the National Motor Freight Traffic Association, Inc. (NMFTA)™. In her current role, Holly leverages her diverse background to lead cross-functional teams, shape strategic product visions, as well as anticipate and deliver solutions that exceed market expectations. Her unique blend of technical expertise and leadership skills has driven product success and customer satisfaction, positioning her as a pivotal force in shaping the future of NMFTA's products. With over 24 years of extensive experience in the software industry, Holly is a seasoned professional known for driving innovation and excellence across the product lifecycle. She began her career as a Technical Writer, where she honed a meticulous attention to detail and a deep understanding of user needs. Progressing to roles such as Documentation Manager and eventually Senior Product Manager, she built a reputation for transforming complex technical concepts into clear and intuitive applications. Holly earned her Bachelor of Arts in English from Penn State and a Masters of Arts in English from SNHU. She also received a Graduate Certificate in Publishing from the University of Denver. During her time at Oracle, Holly was a member of Oracle Women's Leadership and a charter member of OWL at the Columbia, MD location.  

ChinaEconTalk
The Future of Economic Security with Dan Kim and Chris Miller

ChinaEconTalk

Play Episode Listen Later Jan 21, 2026 80:29


Is there such a thing as MAD in economic warfare? How should we measure the effectiveness of our industrial policy tools, and what outcomes should we be aiming for anyway? Our guest today is Dan Kim, who served at USITC with stints at Qualcomm and SK hynix before returning to government as the Chief Economist for the CHIPS Program Office. He recently joined TechInsights as Chief Strategy Officer. Also joining us is Chris Miller of Chip War fame.  We discuss: What $39 billion can and can't buy — why the CHIPS Act was never meant to de-risk the U.S. from China or Taiwan, and what “success” looks like when autarky is neither affordable nor desirable, Apple vs. Xiaomi + BYD — invention versus fast-following as competing models of national power, and which system performs better when the goal shifts from profit maximization to geopolitical resilience, What resilience actually means — capability vs. capacity, weakest links, and whether economic security should be measured as “time to recovery” rather than self-sufficiency, Managed dependence vs. overreliance, and whether dependence itself can be a form of power, Why the U.S. still lacks a clear theory, metrics, and institutional design for industrial strategy — and what you can do about it. Subscribe to the ChinaTalk Substack to stay updated about the essay contest! Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Technology Podcast
Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing

Big Technology Podcast

Play Episode Listen Later Jan 20, 2026 55:17


Cristiano Amon is the CEO of Qualcomm. Amon joins Big Technology to discuss what the AI device of the future looks like—and why he thinks the next wave of personal computing will move beyond the smartphone. Tune in to hear his vision for AI-powered glasses and wearables, what a truly useful agent experience requires, and why he believes the “winner at the edge” will shape the AI race. We also cover AI PCs and what will actually drive adoption, Qualcomm's push into AI inference in the data center, the state of robotics and industrial AI, and where China may be pulling ahead. Hit play for a Davos-front-row conversation on where AI is heading next—and the chips and constraints that will determine how fast it gets there. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b --- Take back your personal data with Incogni! Go to incogni.com slash bigtechpod and Use code bigtechpod at checkout, our code will get you 60% off on annual plans. Go check it out! Learn more about your ad choices. Visit megaphone.fm/adchoices

Market Impact Insights
From Zero To Ecosystem: Andrea Hogan

Market Impact Insights

Play Episode Listen Later Jan 19, 2026 37:31


Highly accomplished CMO and Advisor Andrea Hogan shares her journey in leading major go-to-market initiatives for an $11 billion region at Qualcomm, working with technology giants Google, Microsoft, Dell and HP building compelling, innovative ecosystems. Her leadership philosophy doesn't come from board rooms, it comes from unforgettable life experiences like walking 800 kilometers across Spain on the Camino de Santiago. carrying just 7 kilos in her backpack and her mother's journal. This walk represented the very critical leadership prioritization choices we must make. "The Camino strips life back to essentials. You realize how much of what we carry, not just in our backpacks, but in our lives, isn't truly essential." Being an impactful leader is not about just about strategy and techical competency. It's about bringing an optimistic mindset every day in inspiring and creating future generations of great leaders. "Leadership isn't about being followed. It's about creating more leaders. The greatest measure of your success is how many people rise because of you."

Eye On A.I.
#313 Nick Pandher: How Inference-First Infrastructure Is Powering the Next Wave of AI

Eye On A.I.

Play Episode Listen Later Jan 17, 2026 56:02


Inference is now the biggest challenge in enterprise AI. In this episode of Eye on AI, Craig Smith speaks with Nick Pandher, VP of Product at Cirrascale, about why AI is shifting from model training to inference at scale. As AI moves into production, enterprises are prioritizing performance, latency, reliability, and cost efficiency over raw compute. The conversation covers the rise of inference-first infrastructure, the limits of hyperscalers, the emergence of neoclouds, and how agentic AI is driving always-on inference workloads. Nick also explains how inference-optimized hardware and serverless AI platforms are shaping the future of enterprise AI deployment.   If you are deploying AI in production, this episode explains why inference is the real frontier.   Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Preview (00:50) Introduction to Cirrascale and AI inference (03:04) What makes Cirrascale a neocloud (04:42) Why AI shifted from training to inference (06:58) Private inference and enterprise security needs (08:13) Hyperscalers vs neoclouds for AI workloads (10:22) Performance metrics that matter in inference (13:29) Hardware choices and inference accelerators (20:04) Real enterprise AI use cases and automation (23:59) Hybrid AI, regulated industries, and compliance (26:43) Proof of value before AI pilots (31:18) White-glove AI infrastructure vs self-serve cloud (33:32) Qualcomm partnership and inference-first AI (41:52) Edge-to-cloud inference and agentic workflows (49:20) Why AI pilots fail and how enterprises succeed

The Day Trading Show
Why Most Traders Lose at VWAP (Brian Shannon Breaks It Down)

The Day Trading Show

Play Episode Listen Later Jan 17, 2026 61:01


In this video, Austin Silver sits down with Brian Shannon for Part Four of their VWAP series ahead of Brian's keynote at the Futures Bootcamp in May. We dive deep into a powerful trading strategy focused on reacting to market movement rather than forecasting — a core principle of using the VWAP indicator effectively in day trading strategies.Brian explains why he's not interested in “buying the touch,” but instead prefers to “buy the bounce,” waiting for confirmation that a VWAP level is holding. They break down time frame trading across the 2-minute, 15-minute, and daily charts, showing how the same approach applies to beginners and experienced traders alike. What separates consistent traders is risk management, execution, and operating without needing certainty.The episode includes live trade examples, including Brian's Qualcomm trade management and Austin's ES execution, plus common trap setups around VWAP and a critical mistake traders make when anchoring VWAP on the wrong instrument. Futures Bootcamp Tickets - https://asfx.biz/bootcamp/Sponsor: Top One FuturesLink: ⁠https://www.asfx.biz/tof⁠Code: ASFX for 50% offSponsor: TradezellaLink: ⁠https://tradezella.com?fpr=asfx⁠Code ASFX for 20% offConnect with Brian - https://www.amazon.com/Maximum-Trading-Gains-Anchored-VWAP/dp/B0BLZMMLLJ

Canaltech Podcast
Motorola aposta em câmera premium com o Signature

Canaltech Podcast

Play Episode Listen Later Jan 17, 2026 16:11


A Motorola quer disputar espaço entre os smartphones mais premium do mercado e escolheu a câmera como sua principal vitrine nessa nova fase. No novo episódio do Podcast Canaltech, Leo Müller, editor de produtos do Canaltech, conversa com Maurício Moisés, gerente sênior global de produtos da Motorola, direto da CES 2026, em Las Vegas. A entrevista gira em torno do Motorola Signature, linha que representa o “modo premium” da marca, com foco em fotografia, qualidade de imagem e performance. A Motorola também explica como vem trabalhando com a Qualcomm, com o chip Snapdragon 8 Gen 5, e reforça certificações como a Pantone, que promete cores mais fiéis tanto nas fotos quanto na tela. Você também vai conferir: Chips de IA podem ficar 25% mais caros, ChatGPT melhora a busca no histórico e Azul abre vagas em TI no Brasil. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Marcelo Fischer e João Melo, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Yuri Souza e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 14-Jan

FactSet U.S. Daily Market Preview

Play Episode Listen Later Jan 14, 2026 5:28


S&P futures are down (0.2%) and pointing to a slightly lower open today. Asian equities ended mostly higher on Wednesday. Japan's Nikkei surged on election speculation and yen weakness, while Greater China markets traded mix as Chinese authorities moved to raise margin finance ratios, dampening enthusiasm. European markets continue to advance in early trading. Companies Mentioned: Apple, Qualcomm, Genco Shipping, Cerebras Systems

NPC: Next Portable Console
CES 2026: Foldables, Rollables, and Robot Punches

NPC: Next Portable Console

Play Episode Listen Later Jan 13, 2026 41:03


This week, a whirlwind tour of the handheld news from CES 2026, Switch 2 grips, AR glasses, new chips from AMD, the OneXSugar Wallet, and more. Also available on YouTube here. Links and Show Notes The Portable Gaming News from CES NOW LIVE: Nintendo just officially revealed the new purple/light green Switch 2 Joy Genki Grips: Made to be Held by Human Things Pocket8 Makes PICO–8 Playable On Your iPhone touchHLE homepage The Xreal 1S glasses get a spec bump and 3D conversion The OneXSugar Wallet is the first gaming handheld with a folding screen You can charge Belkin's new Switch 2 power case without opening it Qualcomm's next-gen Snapdragon X2 laptops are here — and they brought a new friend AMD heard you like powerful gaming portables — so here are new Strix Halo chips Lenovo Legion Go 2 with SteamOS launches in June, priced at $1199 Lenovo's new concept gaming laptop goes wide. Really wide. GameSir X Hyperkin Reveal A Controller With GC, N64 & SEGA Attachments Subscribe to NPC XL NPC XL is a weekly members-only version of NPC with extra content, available exclusively through our new Patreon for $5/month. Each week on NPC XL, Federico, Brendon, and John record a special segment or deep dive about a particular topic that is released alongside the "regular" NPC episodes. You can subscribe here: https://www.patreon.com/c/NextPortableConsole Leave Feedback for John, Federico, and Brendon NPC Feedback Form Credits Show Art: Brendon Bigley Music: Will LaPorte Follow Us Online On the Web MacStories.net Wavelengths.online Follow us on Mastodon NPC Federico John Brendon Follow us on Bluesky NPC MacStories Federico Viticci John Voorhees Brendon Bigley Affiliate Linking Policy

Omni Talk
Detect and Connect: How Vusion & Qualcomm Enable Real-Time Personalization in Physical Retail | NRF

Omni Talk

Play Episode Listen Later Jan 12, 2026 12:18


In this Omni Talk Retail episode, recorded live from NRF 2026 in the Vusion podcast studio, Mark Propes from Vusion and Art Miller from Qualcomm reveal how their partnership is enabling "detect and connect" capabilities that transform physical retail into personalized experiences, and why retailers still testing need to operationalize now before the gap becomes permanent. From edge computing that processes 4K video locally instead of streaming to the cloud, to closed-loop attribution tracking customer intent in real-time physical space, Mark and Art break down the multimodal signal taxonomy (RFID, Wi-Fi, Bluetooth, vision) powering connected stores. They share insights on why scanning barcodes continuously creates data-poor environments, how agentic AI creates new doorways into physical stores, and the precision needed for sub-30 minute delivery promises. If you've wondered what detect and connect actually means beyond buzzwords, this conversation delivers the technical foundation and business applications.

Mobile Tech Podcast with tnkgrl Myriam Joire
Best of CES 2026, Clicks Communicator, Moto Razr Fold, Samsung Galaxy Z TriFold, and more with Juan Carlos Bagnell, Jason Howell, and Matteo Doni

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Jan 12, 2026 75:17


Join me for episode 461 of the Mobile Tech Podcast with guests and YouTube creators Juan Carlos Bagnell (SomeGadgetGuy), Jason Howell (Android Faithful), and Matteo Doni (Tech Travel Geeks) -- brought to you by Mint Mobile. In this episode, we recap our favorite tech of CES 2026 -- including Clicks Communicator, the Moto Razr Fold, Samsung's Galaxy Z TriFold, and more... There's even a banana for size -- Good times! Special thanks to Qualcomm for accommodations and to Polestar for transportation.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Juan Carlos Bagnell: https://www.threads.net/@somegadgetguy- Jason Howell: https://www.threads.net/@thatjasonhowell- Matteo Doni: https://www.threads.com/@todoleo- Clicks Communicator: https://9to5google.com/2026/01/06/clicks-communicator-early-thoughts-impressions/- Clicks Power Keyboard: https://www.androidauthority.com/clicks-power-keyboard-hands-on-ces-2026-3630283/ - Moto Razr Fold: https://www.theverge.com/tech/856577/motorola-razr-fold-hands-on- Moto Signature: https://9to5google.com/2026/01/06/motorola-signature-premium-specs-boardroom-friendly-design/- My Samsung Galaxy Z TriFold article: https://hothardware.com/news/samsung-galaxy-z-trifold-hands-on- My Samsung Galaxy Z TriFold video: https://www.youtube.com/watch?v=DH1AhRUou-I- TCL Nxtpaper 70 Pro: https://www.androidauthority.com/tcl-nxtpaper-70-pro-3628483/- TCL Note A1 Nxtpaper: https://www.zdnet.com/article/tcl-note-a1-nxtpaper-tablet-hands-on-ces/- Realme 16 Pro+: https://www.gsmarena.com/realme_16_pro_is_here_with_200mp_main_cam_and_7000_mah_battery_-news-70962.php- Weird phones of CES 2026: https://www.theverge.com/tech/859776/ces-2026-phones-clicks-communicator-ikko-samsung-trifold- ASUS ROG...

Cyber Security Headlines
Microsoft enforces admin MFA, Cisco patches ISE, Illinois breaches self

Cyber Security Headlines

Play Episode Listen Later Jan 9, 2026 7:45


Microsoft to enforce MFA for Microsoft 365 admin center sign-ins Cisco patches ISE security vulnerability after PoC release Illinois state agency breaches itself Huge thanks to our sponsor, Hoxhunt A small tip for CISOs: if you're unsure whether your security training is actually reducing phishing risk, check out what Qualcomm achieved with Hoxhunt. They took their 1,000 highest-risk users from consistent under-performers to outperforming the rest of the company, driving measurable human risk reduction and earning a CSO50 Award. See the Qualcomm case at hoxhunt.com/qualcomm Find the stories behind the headlines at CISOseries.com.

Alles auf Aktien
Alphabet stürzt Apple und 6 ETFs für den Robotik-Hype

Alles auf Aktien

Play Episode Listen Later Jan 8, 2026 21:12


In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den 25.000-Punkte-Triumph beim Dax, Trumps Zorn über die Rüstungsbranche und eine wagemutige Berkshire-Kopie. Außerdem geht es um Nvidia, Intel, AMD, Qualcomm, Siemens, Mercedes, Hyundai, Chubb, Progressive, Union Pacific, NextEra, State Street Industrial Select SPDR ETF (WKN: A14QB3), GE Aerospace, Caterpillar und RTX, Apple, Alphabet, Coca-Cola, Bank of America, American Express, Blackstone, Invitation Homes, Chevron, Nvidia, Taiwan Semiconductor Manufacturing Company, AbbVie, Revolution Medicines, CoreWeave, CrowdStrike, Kratos Defense & Security Solutions, AeroVironment, Rocket Lab, SAP, Yaskawa Electric, Serve Robotics, Hesai, Doosan, FANUC, UiPath, Pony.ai, ABB, Intuitive Surgical, Teradyne, Aptiv, Jungheinrich, ARK Artificial Intelligence & Robotics ETF (WKN: A408AX), iShares Automation & Robotics ETF (WKN: A2ANH0), Global X Robotics & Artificial Intelligence ETF (WKN: A2QPBW), Amundi MSCI Robotics & AI ETF (WKN: A2JSC9), L&G ROBO Global Robotics and Automation ETF (WKN: A12DB1), VanEck Medical Robotics and Bionic Engineering UCITS ETF (WKN: A3DT2R), Amundi NYSE Arca Gold BUGS (WKN: ETF191) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The CMO Podcast
Don McGuire (Qualcomm) | How Qualcomm Turned Snapdragon Into a $180B Innovation Brand

The CMO Podcast

Play Episode Listen Later Jan 7, 2026 49:27


When you think about the technology that connects our world—the phones in our hands, the cars we drive, the networks powering everything around us—there's a good chance Qualcomm is behind it.Jim's guest this week is Don McGuire, Global Chief Marketing Officer and Chief Communications Officer of Qualcomm. Since becoming CMO in 2021, Don has helped transform Qualcomm's narrative, elevating the company from “the tech behind the tech” into one of the most respected innovation brands in the world, while turning Snapdragon into a globally recognized consumer brand.Before Qualcomm, Don spent 25 years shaping the wireless ecosystem at companies like AT&T Wireless, Intel, Kyocera, Leap Wireless, and Amp'd Mobile—giving him a rare, end-to-end perspective on how technology, brands, and markets evolve together.For nearly 40 years, Qualcomm has been the engine driving wireless innovation, from the earliest days of mobile to today's breakthroughs in 5G, AI, automotive, and beyond. It's one of those rare companies whose technology quietly powers modern life—and the numbers tell the story: roughly $40 billion in annual revenue and a market cap of about $180 billion.Recorded live at the ANA Masters of Marketing in Orlando and powered by TransUnion, this conversation explores what it truly means to takes to build a brand that stands for innovation.---Learn more, request a free pass, and register at iab.com/almPromo Code for $500 of ticket prices: ALMCMOPOD26---This week's episode is brought to you by Deloitte, TransUnion and the IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cyber Security Headlines
UK cyber reset, no MFA is a problem, US cyberattacks on display

Cyber Security Headlines

Play Episode Listen Later Jan 7, 2026 7:19


The UK hits reset on cybersecurity No MFA, Know Problems US may have coordinated cyberattacks with Maduro's arrest Huge thanks to our sponsor, Hoxhunt A small tip for CISOs: if you're unsure whether your security training is actually reducing phishing risk, check out what Qualcomm achieved with Hoxhunt. They took their 1,000 highest-risk users from consistent under-performers to outperforming the rest of the company, driving measurable human risk reduction and earning a CSO50 Award. See the Qualcomm case at hoxhunt.com/qualcomm

Bloomberg Talks
Qualcomm CEO Cristiano Amon Talks Robotics, AI

Bloomberg Talks

Play Episode Listen Later Jan 6, 2026 10:37 Transcription Available


Qualcomm CEO Cristiano Amon says robotics is the next big opportunity in AI. Speaking with Caroline Hyde at CES in Las Vegas, Amon also says Qualcomm doesn't see AI as in a bubble and discusses the autonomous driving race.See omnystudio.com/listener for privacy information.

Cyber Security Headlines
Department of Know: Sedgewick confirms incident, Coupang store credit only, AI needs generators

Cyber Security Headlines

Play Episode Listen Later Jan 6, 2026 30:38


Link to episode page This week's Department of Know is hosted by Rich Stroffolino with guests Peter Clay, CISO, Aireon, and Chris Ray, Field CTO, GigaOm Thanks to our show sponsor, HoxHunt A small tip for CISOs: if you're unsure whether your security training is actually reducing phishing risk, check out what Qualcomm achieved with Hoxhunt. They took their 1,000 highest-risk users from consistent under-performers to outperforming the rest of the company, driving measurable human risk reduction and earning a CSO50 Award. See the Qualcomm case at hoxhunt.com/qualcomm All links and the video of this episode can be found on CISO Series.com  

credit incident confirms qualcomm ciso generators cisos coupang chris ray sedgewick ciso series aireon rich stroffolino
Cyber Security Headlines
Palo Alto AI warning, Resecurity hack fiasco, Christmas ColdFusion attack

Cyber Security Headlines

Play Episode Listen Later Jan 5, 2026 7:32


Palo Alto Networks boss calls AI agents biggest insider threat Hackers claim Resecurity hack, firm says it was a honeypot Thousands of ColdFusion exploit attempts spotted during Christmas holiday  Huge thanks to our sponsor, Hoxhunt A small tip for CISOs: if you're unsure whether your security training is actually reducing phishing risk, check out what Qualcomm achieved with Hoxhunt. They took their 1,000 highest-risk users from consistent under-performers to outperforming the rest of the company, driving measurable human risk reduction and earning a CSO50 Award. See the Qualcomm case at hoxhunt.com/qualcomm Find the stories behind the headlines at CISOseries.com.

WSJ’s The Future of Everything
Even More Bold Names in 2026

WSJ’s The Future of Everything

Play Episode Listen Later Jan 2, 2026 1:51


Bold Names is gearing up to be bigger and bolder than ever in 2026. Get ready for another year of the best minds in business and tech going deep on the latest industry moves. From the C-suite of tech companies like SAP, Qualcomm and Affirm, to leaders from Lamborghini, Southwest Airlines and Chobani, WSJ's Christopher Mims and Tim Higgins will be back next week to kick off a new year of conversations with the leaders shaping tomorrow. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com. Check Out Past Episodes: The Boldest Ideas of 2025 — And What's in Store for 2026 McLaren CEO Zak Brown On F1 And Business Strategy At 200 Miles Per Hour This Tech Founder's $1.3 Billion Company Is Taking On Apple and Samsung This CEO Says Global Trade Is Broken. What Comes Next? Let us know what you think of the show. Email us at BoldNames@wsj.com. Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column.Read Tim Higgins's column. Learn more about your ad choices. Visit megaphone.fm/adchoices

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
From Pilots to Platforms: How Qualcomm Is Scaling Enterprise AI

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Dec 29, 2025 30:20


Most enterprises aren't struggling with AI because of technology. They're struggling because they're trying to scale pilots instead of platforms. In this episode of Technovation, Peter High speaks with Atilla Tinic, CIO of Qualcomm, about how the company is moving beyond one-off AI use cases to build an enterprise AI platform designed for scale. Tinic explains why unified and validated data is essential for AI accuracy, how Qualcomm enables developers and business teams through a centralized AI marketplace, and why security must be embedded into AI architecture from day one. Key topics include: Why data governance is foundational to AI success How Qualcomm structures AI as a reusable enterprise platform The rise of AI agents and autonomous systems Cybersecurity challenges introduced by AI and how AI helps defend against them

The Positive Leadership Podcast
Building Trust in AI: Leadership, Governance, and Human Values with Navrina Singh

The Positive Leadership Podcast

Play Episode Listen Later Dec 24, 2025 74:56


In this episode of the Positive Leadership Podcast, second edit ofthis special series dedicacted to AI, I'm delighted to welcome Navrina Singh, Founder and CEO of Credo AI, and one of the most influential voices shaping the future of responsible artificial intelligence. Navrina is a technology leader with nearly two decades of experience at Qualcomm and Microsoft, and today she stands at the crossroads of AI, leadership, and public policy. She advises governments and global institutions on AI governance, serves on the U.S. National AI Advisory Committee, works with the United Nations and the OECD, and was recently named one of TIME's 100 Most Influential People in AI. In our conversation, Navrina shares her remarkable journey — from growing up in India in a family that instilled resilience and courage, to moving to the United States at 19, and eventually becoming a global advocate for trust, accountability, and human values in AI. We explore the pivotal moment when she realized that AI systems were making women and other groups “invisible,” and how that awakening shaped her mission. Together, we discuss why the real risks of AI are not about the power of the technology itself, but about the absence of governance, measurement, and responsibility. Navrina also explains why she founded Credo AI in the middle of a global pandemic, and how her company is helping organizations turn AI ethics into practical, measurable, and auditable systems of trust. We dive into the evolution of global AI governance, the importance of diversity in AI development, and the leadership mindsets required to thrive in an AI-driven world. Throughout the episode, Navrina reminds us that AI will inevitably reflect the values of those who build it, and that positive leadership — grounded in empathy, accountability, and courage — is essential if we want AI to truly serve humanity. This conversation is for leaders, entrepreneurs, policymakers, and anyone who believes technology must be guided by purpose, trust, and human-centered values. I hope you'll enjoy this deep and inspiring conversation with Navrina Singh. To extend the conversation, I invite you to revisit three previous episodes of the Positive Leadership Podcast:  Peggy Johnson: Leading a Human-Centric Future of AI and Robotics https://www.jpcourtois.com/podcast/peggy-johnson-leading-a-human-centric-future-of-ai-and-robotics  Human centric AI (with Rana el Kaliouby): https://www.jpcourtois.com/podcast/human-centric-ai-with-rana-el-kaliouby  How to fail well (with Amy Edmondson): https://www.jpcourtois.com/podcast/how-to-fail-well-with-amy-edmondson  Subscribe now to JP's free monthly newsletter "Positive Leadership and You" on LinkedIn to transform your positive impact today: https://www.linkedin.com/newsletters/positive-leadership-you-6970390170017669121/

The MacRumors Show
177: Apple's 2025 Year-in-Review

The MacRumors Show

Play Episode Listen Later Dec 19, 2025 61:39


On this year's final episode of The MacRumors Show, we take a look back at all of Apple's major announcements and new products from 2025. In February, Apple introduced the iPhone 16e, positioned as a replacement for the iPhone SE as a lower-cost model, starting at $599. It offers the A18 chip and a 48-megapixel camera in an ‌iPhone‌ 13-style design, but with matte back glass, a USB-C port, and no MagSafe. The device debuted Apple's custom C1 5G modem, replacing components from Qualcomm for the first time. In March, Apple refreshed several iPads and Macs. The standard iPad was updated with there A16 chip, and noticeably still lacks Apple Intelligence support. The 11-inch and 13-inch iPad Air was refreshed with M3 chip, and Apple released redesigned Magic Keyboard for it. Apple also updated the MacBook Air with the M4 chip and introduced a new Mac Studio with M4 Max and M3 Ultra chip options. At WWDC in June, Apple previewed its major software updates for the year. The biggest announcement was the introduction of Liquid Glass, an all-new design language for all of Apple's software platforms. iOS 26 redesigned apps such as Phone and Photos, and added Live Translation with AirPods, a host of new features for Messages, and a new Games app. iPadOS 26 introduced a new, Mac-like multitasking system with windows, while macOS 26 Tahoe revamped Spotlight with a clipboard history feature and quick commands. In September, Apple released its annual ‌iPhone‌ lineup update. The iPhone 17 features a larger display with ProMotion for refresh rates up to 120Hz and a 48-megapixel Fusion ultra-wide camera. The iPhone 17 Pro and ‌iPhone 17 Pro‌ Max tout a completely new aluminum unibody frame with a large, full-width camera plateau and vapor chamber cooling. The telephoto camera received a major upgrade to 48-megapixels, with options for 4x and 8x optical zoom. The iPhone Air arrived as a totally new ‌iPhone‌ option, replacing the "Plus" model in the lineup. Sitting between the ‌iPhone 17‌ and the ‌iPhone 17 Pro‌, the ‌iPhone Air‌ has a radically thin design with a polished titanium frame, and uses Apple's custom C1X and N1 connectivity chips. The device only has one rear camera, a single speaker, and supports eSIM only. All of the new iPhones feature an A19 or A19 Pro chip, Ceramic Shield 2, a 18-megapixel Centre Stage front-facing camera with a square sensor, and new color options. Apple also released updated charging and accessory products, including a new ‌MagSafe‌ battery designed specifically for the ‌iPhone Air‌, TechWoven cases, and crossbody straps. Apple refreshed its wearable and audio lineups in the same month. Apple Watch SE was updated with the S10 chip and an always-on display. The aluminum Apple Watch Series 11 gained stronger front glass and a slightly bigger battery, while the Apple Watch Ultra 3 gains satellite connectivity for the first time. Cellular models of the new Apple Watches feature 5G connectivity. Apple also released the third generation of AirPods Pro, with improved active noise cancellation, a more refined design with ear tips that include foam, and heart-rate sensing. In October, Apple updated the iPad Pro, 14-inch MacBook Pro, and Vision Pro with the M5 chip. The new Vision Pro also gained a new dual knit headband, promising improved comfort, along with better battery life, higher-refresh rate displays, more rendered pixels. Try Notion, now with Notion Agent, at notion.com/macrumors Connect with quality therapists and mental health experts who specialize in you at https://www.rula.com/mac #rulapod 

Gestalt IT Rundown
AI Booms, Quantum Breakthroughs, Cloud Wars, & Massive Acquisitions Took Over Enterprise IT in 2025

Gestalt IT Rundown

Play Episode Listen Later Dec 17, 2025 47:02


2025 was a year of seismic shifts in tech, as AI surged into a critical growth phase with massive investments, partnerships, and global trade battles over chips. Intel and HPE restructured for the AI era, quantum computing made strides with Microsoft, Google, and Cisco advancing real-world applications, and cloud giants struck multibillion-dollar deals. Meanwhile, strategic acquisitions reshaped the landscape—Lenovo, SoftBank, Google, Qualcomm, Anthropic, and more strengthened AI, cloud, cybersecurity, and quantum capabilities—highlighting a year defined by scale, innovation, and high-stakes competition across the technology ecosystem.Time Stamps0:00 - Cold Open0:17 - Welcome to the Tech Field Day News Rundown 1:09 - AI is at an Inflection Point, Who Really Controls its Future?4:58 - Intel at a Crossroads: Layoffs, Leadership Change, and the Fight to Stay Relevant in AI9:31 - The Internet Is More Fragile Than You Think14:33 - HPE Under Pressure and on the Move20:39 - The Global AI Trade War Heats Up27:10 - Quantum Computing Is Moving From Hype to High Stakes30:55 - Cloud Wars Heat Up as Tech Giants Expand AI Infrastructure33:33 - Billion-Dollar Deals Changing and Redefining the Future of AI and Cloud37:53 - Upcoming Tech Field Day Events in 202643:30 - Thank You to our Guest Cohosts in 202545:27 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Chip Stock Investor Podcast
The "No-Regrets" Robotics Investment Portfolio

Chip Stock Investor Podcast

Play Episode Listen Later Dec 15, 2025 20:02


Everyone is focused on the "Brain" of the robot (AI models), but they are ignoring the "Body"—the sensors, power chips, and actuators needed to make them move.In this video, we break down the robotics supply chain as we head into 2026. While the hype is focused on humanoid robots like Tesla's Optimus, the real investment opportunity lies in the industrial semiconductors that enable motion, perception, and power management.We analyze the forecast from WSTS, the recovery in the Auto/Industrial sector, and why we believe the "boring" analog and sensor stocks are currently some of the best value in the market.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Tmestamps:Chapters:00:00 - The Robotics Reality Check: Hype vs. Supply Chain02:05 - The Industrial Recovery: Auto & Power Chips are Waking Up04:30 - Digital Twins: Why EDA Software (Synopsys/Cadence) Comes First07:45 - The WSTS Forecast: A $770 Billion Market in 2025?09:30 - The "Brain" Stocks: Nvidia, Qualcomm, & Lattice Semi11:50 - Networking: Why Robots Need Optical Chips (Broadcom)12:50 - The "Body" Stocks: Power, Sensors & Microcontrollers15:20 - The Robot Makers: Tesla Optimus, Boston Dynamics & Softbank16:35 - The $1 Trillion Warning: Are We Nearing a Cycle Peak?18:45 - Where is the Value? Why We Like Analog & Industrial Right Now #Robotics #Semiconductors #StockMarket #Investing #SupplyChain #TechStocks #TeslaOptimus #HumanoidRobots #BostonDynamics #IndustrialAutomation #FutureTech #AIRevolutionNick and Kasey own shares of a number of companies as mentioned in the video.

The Positive Leadership Podcast
Peggy Johnson: Leading a Human-Centric Future of AI and Robotics

The Positive Leadership Podcast

Play Episode Listen Later Dec 10, 2025 82:03


In this first episode of our special AI series, I have the pleasure of welcoming Peggy Johnson — a remarkable leader whose career spans mobile innovation, augmented reality, and now humanoid robotics. What struck me in our conversation is how deeply human her approach to technology has always been. Peggy grew up as one of fifteen children, in a family where every voice mattered. Later, she became one of the very few women studying engineering in the 1980s. These early experiences shaped her belief that inclusion is not optional — it is the foundation of innovation. Throughout her journey — from Qualcomm and Microsoft to Magic Leap and now Agility Robotics — Peggy has championed a simple but powerful idea: 

The Six Five with Patrick Moorhead and Daniel Newman
EP 286: NVIDIA Earnings: Market Reactions and the Future of AI Infrastructure

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 8, 2025 59:51


On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:  The Decode US, Saudi tout new business deals at investment forum https://www.reuters.com/world/middle-east/saudi-crown-prince-seeks-burnish-image-with-corporate-americas-top-executives-2025-11-19/ AMD, Cisco, and HUMAIN to form joint venture to deliver world-leading AI infrastructure https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2025/m11/amd-cisco-and-humain-to-form-joint-venture-to-deliver-world-leading-ai-infrastructure.html Adobe, Qualcomm partner with Humain on generative AI for Middle East https://www.reuters.com/world/middle-east/adobe-qualcomm-partner-with-humain-generative-ai-middle-east-2025-11-19/ Qualcomm to open engineering hub in Saudi Arabia, part of a series of AI deals in kingdom https://finance.yahoo.com/news/qualcomm-to-open-engineering-hub-in-saudi-arabia-part-of-a-series-of-ai-deals-in-kingdom-180008935.html Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia https://www.cnbc.com/2025/11/19/musks-xai-will-be-customer-for-nvidia-data-center-in-saudi-arabia.html Microsoft, Nvidia to invest in Anthropic as Claude maker commits $30 billion to Azure https://finance.yahoo.com/news/anthropic-commits-30-billion-microsoft-150718625.html https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ https://x.com/danielnewmanUV/status/1990802932602999149 https://x.com/danielnewmanUV/status/1990822426884682020 https://x.com/danielnewmanUV/status/1990865570242187267 Microsoft Ignite - Announcements https://azure.microsoft.com/en-us/blog/azure-at-microsoft-ignite-2025-all-the-intelligent-cloud-news-explained/ https://x.com/PatrickMoorhead/status/1990845768178282745 https://x.com/PatrickMoorhead/status/1990859751006351461 https://x.com/PatrickMoorhead/status/1990861596558774469 https://x.com/danielnewmanUV/status/1990848107223933309?s=20 Google Gemini 3 Launch https://blog.google/products/gemini/gemini-3/ https://x.com/danielnewmanUV/status/1990875878549512251 https://x.com/PatrickMoorhead/status/1991150119891223015 Yann LeCun Leaving Meta https://www.businessinsider.com/meta-ai-yann-lecun-llm-world-model-intelligence-criticism-2025-11  Pat & Dan interview with Yann LeCun at last year's Davos: https://youtu.be/0gmDufvWlWE  Cloudflare resolves outage that caused widespread internet disruptions, taking down X, ChatGPT for some users https://www.yahoo.com/news/article/cloudflare-resolves-outage-that-caused-widespread-internet-disruptions-taking-down-x-chatgpt-for-some-users-141316666.html OpenText World 2025 - Recap https://x.com/PatrickMoorhead/status/1990806348393554203 https://x.com/danielnewmanUV/status/1990805006661136469 Supercompute 2025 - Recap https://x.com/danielnewmanUV/status/1991231108646678537?s=20 The Flip: Can Google unseat OpenAI as the new benchmark of AI? (The Flip) Bulls & Bears Delayed September report shows U.S. added 119,000 jobs, more than expected; unemployment rate at 4.4% https://www.cnbc.com/2025/11/20/jobs-report-september-2025.html Fed minutes show divide over October rate cut and cast doubt about December https://www.cnbc.com/2025/11/19/fed-minutes-october-2025.html Lenovo Earnings https://news.lenovo.com/pressroom/press-releases/q2-fy-2025-26/ NVIDIA Earnings https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears https://x.com/danielnewmanUV/status/1990526850171613211 https://x.com/danielnewmanUV/status/1990538832295702574 https://x.com/danielnewmanUV/status/1991156846900515130 https://x.com/PatrickMoorhead/status/1991544029675135247?s=20 https://x.com/PatrickMoorhead/status/1991540564794220778?s=20 Amazon Raises $15 Billion in First US Bond Sale in Three Years https://finance.yahoo.com/news/amazon-kicks-off-first-us-132051192.html Databricks in talk to raise at $130B valuation https://techcrunch.com/2025/11/18/databricks-reportedly-in-talks-to-raise-funding-at-a-130b-valuation/  

Mobile Tech Podcast with tnkgrl Myriam Joire
Samsung Galaxy Z TriFold, OnePlus Ace 6T, Moto Edge 70 Pantone + Swarovski, BMW iX3 first impressions, and more with Matteo Doni of Tech Travel Geeks

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Dec 7, 2025 79:17


This is episode 456 of the Mobile Tech Podcast with guest Matteo Doni of Tech Travel Geeks -- brought to you by Mint Mobile. In this week's episode, we discuss Samsung's Galaxy Z TriFold, the OnePlus Ace 6T, and the Moto Edge 70 Pantone + Swarovski edition. We then share our first impressions of the BMW iX3 EV, and cover news, leaks, and rumors from OnePlus, Qualcomm, Infinix, and Tecno. Enjoy :)Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- Matteo Doni: https://www.threads.com/@todoleo- Samsung Galaxy Z TriFold: https://www.theverge.com/news/835525/samsung-z-trifold-announcement-us-availability- Samsung "The First Look" CES event: https://www.gsmarena.com/samsung_announces_the_first_look_event_at_ces_2026-news-70559.php- OnePlus 15 available for pre-order in the US: https://www.gsmarena.com/oneplus_15_is_finally_up_for_preorder_in_the_us_heres_when_it_ships-news-70576.php- OnePlus Ace 6T: https://www.gsmarena.com/oneplus_ace_6t_debuts_with_snapdragon_8_gen_5_soc_and_8300mah_battery-news-70553.php- Qualcomm Snapdragon 8 Gen 5 vs. 8 Elite Gen 5: https://www.gsmarena.com/geekbench_reveals_the_differences_between_the_snapdragon_8_gen_5_and_8_elite_gen_5_gpus-news-70547.php- Moto Edge 70 Pantone + Swarovski edition: https://www.gsmarena.com/motorola_unveils_special_edition_edge_70_with_swarovski_crystals-news-70573.php- Infinix + Pininfarina: https://www.gsmarena.com/infinix_note_60_ultra_will_be_designed_by_pininfarina_heres_when_its_coming-news-70554.php- Tecno Future Lens event: https://www.gsmarena.com/tecno_unveils_freeform_continuum_telephoto_anddualmirror_reflect_telephoto-news-70549.php- BMW iX3 first drive:

The CyberWire
ShadyPanda's patient poisoning.

The CyberWire

Play Episode Listen Later Dec 2, 2025 22:13


ShadyPanda plays the long game. India mandates tracking software on mobile devices. Korea weighs punitive damages after a massive breach. Qualcomm patches a critical boot flaw impacting millions. OpenAI patches a Codex CLI vulnerability. Google patches Android zero-days. Cybersecurity issues prompt an FDA permanent recall for an at-home ventilator system. Switzerland questions the security of hyperscale clouds and SaaS services. One of the world's largest cyber insurers pulls back from the market. On our Threat Vector segment, ⁠David Moulton⁠ sits down with ⁠Stav Setty to unpack the Jingle Thief campaign.  In Russia, Porsches take a holiday.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. Threat Vector segment In today's Threat Vector segment, host ⁠David Moulton⁠, Senior Director of Thought Leadership for Unit 42, sits down with ⁠Stav Setty⁠, Principal Researcher at Palo Alto Networks, to unpack Jingle Thief a cloud-only, identity-driven campaign that turned Microsoft 365 into a gift card printing press. Stav explains how the Morocco-based group known as Atlas Lion lived off the land inside M365 for months at a time, using tailored phishing and smishing pages, URL tricks, and internal phishing to compromise one user and quietly pivot to dozens more. To listen to the full conversation on Threat Vector, listen here. You can catch new episodes of Threat Vector every Thursday on your favorite podcast app.  Selected Reading Browser extensions pushed malware to 4.3M Chrome, Edge users (The Register) India plans to verify and record every smartphone in circulation (TechCrunch) Apple to Resist India's Order to Preload Government App on iPhones (MacRumors) President orders probe into Coupang breach (The Korea Herald) Qualcomm Alerts Users to Critical Flaws That Compromise the Secure Boot Process (GB Hackers) Vulnerability in OpenAI Coding Agent Could Facilitate Attacks on Developers (SecurityWeek) Google Releases Patches for Android Zero-Day Flaws Exploited in the Wild (Infosecurity Magazine) 'Cyber Issue' Leads to FDA Recall of Baxter Respiratory Gear (GovInfoSecurity) Swiss government bans SaaS and cloud for sensitive info (The Register) Publication: Resolution on outsourcing data processing to the cloud (Privatim) Insurer Beazley Steps Back From Cyber Market as Attacks Surge (PYMNTS.com) Hundreds of Porsche Owners in Russia Unable to Start Cars After System Failure (The Moscow Times) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mobile Tech Podcast with tnkgrl Myriam Joire
Poco F8 Ultra first impressions, OnePlus 15 vs. Pixel 10 Pro, OnePlus 15R chip, Honor 500 series, Huawei Mate X7 and Mate 80 series, and more with C Scott Brown of Android Authority

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Dec 1, 2025 71:33


Tune into episode 455 of the Mobile Tech Podcast with guest C Scott Brown of Android Authority -- brought to you by Mint Mobile. In this episode, we share our first impressions of the Poco F8 Ultra, revisit AirDrop for Android, and compare the OnePlus 15 with the Pixel 10 Pro. We then discuss new phones from Honor and Huawei, and cover news, leaks, and rumors from Nothing, OnePlus (more OnePlus 15R info) and Qualcomm.Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- Support the podcast with Mint Mobile: https://mintmobile.com/mobiletech- C Scott Brown: https://www.threads.com/@c.scottbrown- Poco F8 Ultra first impressions: https://www.androidauthority.com/flagship-phone-jeans-bose-rear-speaker-3619644/- Nothing exploring Airdrop for Android: https://www.gsmarena.com/nothing_is_exploring_how_to_quickly_make_its_phones_compatible_with_airdrop-news-70406.php- Scott's Dear Google: Steal the OnePlus 15 video: https://www.youtube.com/watch?v=XkJbbZIBHyA- OnePlus 15R coming Dec 17 with Snapdragon 8 Gen 5: https://www.androidauthority.com/oneplus-15r-snapdragon-8-gen-5-3619878/- OnePlus Ace 6T coming Dec 3 with 8,300mAh battery: https://www.gsmarena.com/oneplus_ace_6t_to_pack_an_8300mah_battery_more_specs_revealed-news-70480.php- Qualcomm Snapdragon 8 Gen 5: https://www.gsmarena.com/qualcomm_unveils_snapdragon_8_gen_5_as_its_flagshipkiller_chip-news-70444.php- Honor 500 series is 7.8mm thick with 8,000mAh battery: https://www.gsmarena.com/honor_500_series_make_debut_in_china_with_snapdragon_chips_and_huge_batteries_-news-70428.php- Huawei Mate X7 announced, coming globally Dec 11: https://www.gsmarena.com/huawei_mate_x7_international_launch_date-news-70452.php- Huawei Mate 80 series: https://www.gsmarena.com/huawei_mate_80_pro_max_and_mate_80_rs_debut_with_dual_telephoto_cameras-news-70443.php and

The Cell Phone Junkie
The Cell Phone Junkie Show #1016

The Cell Phone Junkie

Play Episode Listen Later Nov 30, 2025 36:08


Qualcomm unveils another high-end chip, foldable iPhone rumors persist, and the holiday shopping season has arrived. Holiday Gift Ideas: iPad for $279 MacBook Air M4 for $749 or $650 for the M2 MacBook Air Mac Mini for $479 Apple Watch Ultra 2 for $600 or OG Ultra for $360 Anker Power bank for $75 3-port GAN charger for $42 3-in-1 MagSafe Charger for $95 Qi 2.2 Car Mount Car Play Screen How to Contact us:www.thecellphonejunkie.com questions@thecellphonejunkie.com Twitter How to Listen:Subscribe iTunes Download the show directly

All TWiT.tv Shows (MP3)
Untitled Linux Show 230: Bake The Man a Pie

All TWiT.tv Shows (MP3)

Play Episode Listen Later Nov 24, 2025 90:05 Transcription Available


This week Qualcomm is back, and maybe everything is terrible with Arduino. Valve has been funding more Open Source work, and we're reading those tea leaves. Blender is out, AMD is writing code for their next-gen GPUs, and there's finally a remote access solution for Wayland. For tips, we have LibrePods for better AirPod support on Linux, paru for an easier time with the Arch User Repository, and the Zork snap to celebrate this newly Open-Sourced game from yesteryear. You can find the show notes at https://bit.ly/49uSNCy and have a great week! Host: Jonathan Bennett Co-Hosts: Jeff Massie and Rob Campbell Download or subscribe to Untitled Linux Show at https://twit.tv/shows/untitled-linux-show Want access to the ad-free video and exclusive features? Become a member of Club TWiT today! https://twit.tv/clubtwit Club TWiT members can discuss this episode and leave feedback in the Club TWiT Discord.

TechLinked
AirDrop supports Android, Qualcomm might ruin Arduino, Laptops get worse + more!

TechLinked

Play Episode Listen Later Nov 22, 2025 10:15


Timestamps: 0:00 livin' in the past 0:10 Google forces AirDrop to support Android 1:32 Qualcomm's new Terms worry Arduino lovers 2:50 HP, Dell disable laptop HEVC support 4:07 UPDF! 5:13 QUICK BITS INTRO! 5:21 Xbox Fullscreen Experience on all W11 PCs 6:01 Sturnus Android malware 6:38 Meta ordered to pay Spanish media outlets 7:25 an embryo gene editing startup? 8:16 Grok praises Elon Musk NEWS SOURCES: https://lmg.gg/X4iIu Learn more about your ad choices. Visit megaphone.fm/adchoices

EEVblog
EEVblog 1721 – RIP Arduino (New T&C Deep Dive)

EEVblog

Play Episode Listen Later Nov 22, 2025 14:29


Qualcomm have bought out Arduino, and several weeks later have altered the Terms & Conditions. Dave does a deep dive of the changes. https://www.arduino.cc/en/terms-conditions/ https://web.archive.org/web/20250912221625/https://www.arduino.cc/en/terms-conditions/ 00:00 – Qualcomm have acquired Arduino. I've got a bad feeling about this… 01:02 – How much did they pay for Arduino? 02:54 – They have changed the Terms And …

The MacRumors Show
173: iPhone 18 Pro Looks Like a Huge Upgrade

The MacRumors Show

Play Episode Listen Later Nov 21, 2025 34:09


On this week's episode of The MacRumors Show, we talk through all of the new features and improvements expected to come to next year's iPhone 18 Pro and ‌iPhone 18‌ Pro Max models. Apple's next-generation iPhones are less than a year away and we already have a good idea about what to expect based on corroborated leaks, rumors, and reports from reliable sources. While the overall design of the ‌iPhone 18‌ Pro is expected to remain largely the same as that of the iPhone 17 Pro, it could feature translucent or color-matched rear glass, as well as a thicker design to accommodate a bigger battery. Apple is rumored to be testing at least three new color options for the ‌iPhone 18‌ Pro models, including burgundy, brown, and purple, but only one of these is expected to be carried forward to production. The front of the device is expected to see Face ID moved under the display for the first time, resulting in a smaller Dynamic Island and potentially a left-aligned punch-hole camera. The front-facing camera is also expected to see a bump up to 24-megapixels. The main rear camera could receive a new three-stack image sensor from Samsung and it is highly likely to get a variable aperture. A variable-aperture system physically adjusts the lens opening, letting more light in for low-light shots or narrowing the opening for brighter scenes and deeper depth of field. Apple is also expected to "simplify" the Camera Control by removing its capacitive functions, moving it to rely on pressure alone. It should also sport the A20 Pro chip, which will be Apple's first based on TSMC's 2nm process for enhanced performance and efficiency. A custom "C2" chip is expected to displace Qualcomm's 5G modem, with support for mmWave 5G in the United States. In addition, Apple apparently plans to add support for 5G networks that operate via satellites rather than Earth-based towers. The ‌iPhone 18‌ Pro and ‌iPhone 18‌ Pro Max are expected to debut in the fall of 2026 alongside the first foldable iPhone. The ‌iPhone‌ 18e, ‌iPhone 18‌, and iPhone Air 2 are likely to follow in the spring of 2027.

NTD News Today
NTD News Today Full Broadcast (Nov. 19)

NTD News Today

Play Episode Listen Later Nov 19, 2025 54:49


The Senate passed a bill unanimously on Tuesday requiring the Department of Justice to release more files related to the deceased sex offender Jeffrey Epstein. The bill now goes to President Donald Trump for his signature, as the House passed the bill earlier in the day by 427-1. The president has said he would sign the bill if it came to his desk. The Epstein Files Transparency Act would order the Department of Justice to release “in a searchable and downloadable format all unclassified records, documents, communications, and investigative materials” related to Epstein no later than 30 days after the bill's enactment.Trump will deliver a speech at the U.S.–Saudi Investment Forum on Wednesday, according to a schedule released by the White House. Saudi Crown Prince Mohammed bin Salman will also be in attendance. The investment summit will include the heads of Salesforce, Qualcomm, Pfizer, the Cleveland Clinic, Chevron, and Aramco, Saudi Arabia's state-owned petroleum and natural gas company.

Windows Weekly (MP3)
WW 958: Personal Turkey - Will Valve's Steam Machine Make a Splash?

Windows Weekly (MP3)

Play Episode Listen Later Nov 12, 2025 152:56


Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

All TWiT.tv Shows (MP3)
Windows Weekly 958: Personal Turkey

All TWiT.tv Shows (MP3)

Play Episode Listen Later Nov 12, 2025 152:26


Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

Radio Leo (Audio)
Windows Weekly 958: Personal Turkey

Radio Leo (Audio)

Play Episode Listen Later Nov 12, 2025 152:56 Transcription Available


Windows 11 just got its most noticeable Start menu revamp in a while, but is it a productivity boost or just more Microsoft meddling? The team digs into Patch Tuesday's big surprises and whether generative tools are transformative essentials or just a passing fad. Windows 11 Patch Tuesday was yesterday, your new Start menu is right where Microsoft left it Copilot+ PCs: Improvements to Click to Do, File Explorer, Voice access, and Windows Search All PCs, eventually: Taskbar improvements, Administrator Protection (off by default), Quality updates Heading into Ignite next week, Microsoft cites recent security wins in Windows 11 and Surface First 26H1 build comes to Canary to prove that there will be nothing new in it, ever Qualcomm takes a one-time $5.7 billion hit thanks to Big Stupid Bill but still nails it in quarterly earnings Microsoft WSJ continues its Microsoft financial accountability criticisms Also reports that internal documents state OpenAI expects to lose $74 billion in 2028, the year Anthropic will break even If Paul starts a business and it loses money for three years in a row, it becomes a hobby. So WTF is OpenAI exactly? AI Microsoft AI creates a Superintelligence team as a sort-of alternative to AGI Microsoft launched .NET 10 at .NET Conf on Tuesday - Plus, Visual Studio 2026 with a new monthly release schedule and Insider versions going forward Double-digit performance improvements again, somehow Uno announced Uno Platform Studio 2.0 with a fun surprise for Paul: They upgraded the original WPF version of .NETpad into a cross platform app in 3 minutes! There will be a demo on Thursday .NETpad is transitioning to WinUIpad with the Windows App SDK rewrite. It is going poorly because Windows App SDK is terrible, cannot be open sourced quickly enough Xbox Steam announces a new videogame console, the Steam Machine! Backbone Pro Xbox Edition is now available Fallout 4 Anniversary Edition is here with with Xbox Play Anywhere support, Creations Halo: Campaign Evolved is coming, so Halo: Infinite becomes a lot more finite Call of Duty Black Ops 6 player on PC? Hope you enjoyed that 180 GB "update" you had to install before playing a year-old game (also got a 6.7 GB update Wednesday. For the love of God) GTA VI has been delayed yet again as it edges into Duke Nukem Forever territory Sony has now sold over 84 million PS5 consoles, meaning it has outsold every Xbox generation ever made Sony is selling a 27-inch gaming display in the U.S. and Japan Tips & picks Tip of the week: Solving the problem over identifying the problem App pick of the week: Tiny11 Builder RunAs Radio this week: Azure Resiliency with Chris Ayers Brown liquor pick of the week: Kyoto Whisky Kuro-Obi Black Belt Blended Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to Windows Weekly at https://twit.tv/shows/windows-weekly Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: bitwarden.com/twit outsystems.com/twit auraframes.com/ink zapier.com/windows

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

Market Mondays

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


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

Market Mondays
MM #282: Elon's Trillion-Dollar Salary, New AI Chip War, Trading Secrets, & China Tariff Deal?

Market Mondays

Play Episode Listen Later Oct 28, 2025 114:53 Transcription Available


⏱️ Market Mondays Time Stamps00:13 — Elon Musk's Trillion-Dollar Pay Package25:00 — The Breakdown of the “2 Tech 2 Index” Theory38:00 — The Chip Stock Wave54:00 — Secret Stock Pick Revealed1:00:00 — Amazon Lays Off the Most Workers Ever1:07:00 — China Tariff Update1:12:00 — Ian's Technical Analysis Insights1:18:00 — Qualcomm's Big Move1:22:00 — Thoughts on Rare Earth Mineral Investments1:26:00 — Venezuela / U.S. Tensions Explained1:30:00 — Earnings Report Breakdown1:34:00 — Gold: How Far Can It Fall?1:38:00 — NBA Gambling SagaIn this week's episode of Market Mondays, we dive deep into the biggest financial stories shaping the markets right now. From Elon Musk's trillion-dollar Tesla pay package to the new “2 Tech 2 Index” investing strategy, we break down everything investors need to know. We also discuss the ongoing chip stock wave, the Amazon layoffs, and how China tariffs could impact global markets.Plus — Ian shares his latest technical analysis insights, we uncover a secret stock pick, and analyze whether gold's recent drop signals a buying opportunity. We close out with a look at Venezuela–U.S. tensions, rare earth mineral plays, and the NBA gambling saga shaking up sports.#MarketMondays #EarnYourLeisure #ElonMusk #Tesla #AIStocks #StockMarket #Investing #ChinaTariffs #Amazon #Qualcomm #RareEarthMetals #Gold #NBA #IanDunlap #TroyMillings #RashadBilal #FinancialEducation #WealthBuilding #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Business Casual
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?

Business Casual

Play Episode Listen Later Oct 28, 2025 27:38


Episode 701: Neal and Toby give an update on the government shutdown approaching its 28th day, which now threatens funding SNAP benefits that millions of Americans rely on. Plus, airport delays continue to plague the country. Then, a surge of AI usage in the workplace is leading to some misuse and reporting scams. Also, Qualcomm brings new chips for AI data centers and Wall Street is loving it. Meanwhile, Toby investigates the trend of Halloween candy that's becoming less chocolate-y and more expensive. Finally, the world's oldest president is elected.  0:00 - It was good day on Wall Street 2:30 - Effects of lingering shutdown 8:30 - Fake AI receipts 13:30 - Qualcomm gets into AI game 19:00 - Toby's trends: Halloween candy 22:30 - Sprint Finish! Learn more at disneycampaignmanager.com  Can you climb the MBD Ladder? https://forms.gle/VQEAuctf696J9uzn9 Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

WSJ What’s News
Qualcomm Takes On Nvidia in the AI Chip Race

WSJ What’s News

Play Episode Listen Later Oct 27, 2025 14:15


P.M. Edition for Oct. 27. Shares of Qualcomm rose 11% today after the company announced that it plans to launch new artificial-intelligence accelerator chips. We hear from WSJ reporter Robbie Whelan about what the entrance of Qualcomm, which has so far mostly focused on chips for mobile devices, means for the AI race. Plus, the Caribbean braces for the arrival of Hurricane Melissa, which has developed into a Category 5 hurricane. Journal reporter Joseph De Avila discusses the damage the storm is expected to inflict, and where. And Sudanese rebels have captured the last government stronghold in Darfur. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Daily Tech News Show
Qualcomm Enters the AI Chip Battle - DTNS 5133

Daily Tech News Show

Play Episode Listen Later Oct 27, 2025 27:34


The battle is now set for the data center. And your newest security attack vector is the agentic browser. We have a simple solution.Starring Tom Merritt and Robb Dunewood.Show notes can be found here. Hosted on Acast. See acast.com/privacy for more information.

battle chip acast qualcomm dtns robb dunewood
WSJ Tech News Briefing
TNB Tech Minute: Qualcomm Launches AI Chips in Challenge to Nvidia

WSJ Tech News Briefing

Play Episode Listen Later Oct 27, 2025 2:28


Plus: Apple and Microsoft are neck-and-neck in the race to become the stock market's second $4 trillion company. And Amazon pledges more than $1.6 billion to bolster AWS and its retail business in the Netherlands. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices