Podcasts about Qualcomm

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.

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.

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.

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.

Nvidia se ha convertido en la gran protagonista del panorama empresarial tras su participación en la feria Computex celebrada en Taipéi, donde presentó una serie de innovaciones tecnológicas destinadas a marcar el futuro del sector. La elección de Taiwán como escenario principal no ha sido casual. Su director ejecutivo, Jensen Huang, ya adelantó días atrás un ambicioso plan de inversión que podría alcanzar los 150.000 millones de dólares anuales en la isla. Durante la presentación inaugural se proyectó un vídeo en el que se mostraban varias instalaciones de la compañía en territorio taiwanés, además de poner en valor las alianzas estratégicas que mantiene con empresas locales de referencia como Foxconn y TSMC. Entre los anuncios más destacados figura el nuevo chip RTX Spark, destinado al mercado de ordenadores personales y fabricado por TSMC. Con este lanzamiento, Nvidia aspira a reforzar su posición frente a competidores de primer nivel como Intel, AMD, Qualcomm y Apple. El procesador, conocido como N1X, incorporará una GPU basada en la arquitectura Blackwell. Uno de sus principales atractivos será la integración avanzada de inteligencia artificial, permitiendo ejecutar modelos lingüísticos de hasta 120.000 millones de parámetros y manejar contextos de hasta un millón de tokens. En este proyecto, la colaboración con Microsoft desempeñará un papel fundamental mediante la adaptación de Windows 11 para aprovechar plenamente las capacidades de estos nuevos chips. Huang también dedicó parte de su intervención a presentar Vera Rubin, la nueva plataforma de inteligencia artificial de Nvidia. El directivo la definió como una auténtica supercomputadora diseñada específicamente para agentes de IA y destacó que representa un importante avance en la evolución de la informática moderna. Según explicó, empresas como OpenAI, Anthropic y SpaceX ya figuran entre los primeros usuarios de esta tecnología. Además, defendió que la expansión de los agentes inteligentes incrementará significativamente la demanda de capacidad computacional y contribuirá al crecimiento económico sin provocar una destrucción masiva de empleo. Otro de los anuncios relevantes de Computex fue la colaboración entre Nvidia y la compañía china Unitree, especializada en robots humanoides. Gracias a este acuerdo, investigadores de la Universidad de Stanford y de la Universidad de California en San Diego podrán utilizar estas plataformas robóticas en distintos proyectos de investigación. Sin embargo, la relación de Unitree con las autoridades chinas genera ciertas dudas regulatorias, especialmente en Estados Unidos, donde dicha vinculación podría dificultar o ralentizar la adopción de esta tecnología en determinados ámbitos.

Die Meldung, dass der Iran die Gespräche mit den USA aus Protest beendet, überschattet das Opening. Ansonsten wird der Aufschwung weiterhin vor allem von Mega-Cap-Techs, Halbleitern und dem KI-Thema getragen. In Asien überholte Softbank erstmals seit der Internetblase Toyota als wertvollstes Unternehmen Japans. In den USA steht wiederum NVIDIA im Fokus. Der Konzern hat mit dem RTX Spark einen neuen Chip für KI-fähige Windows-PCs vorgestellt und verschärft damit den Wettbewerb mit Intel, AMD und Qualcomm. Diese Werte stehen alle unter Druck. Auch die nach dem Closing anstehenden Zahlen von Hewlett Packard Enterprise und Credo Technology stehen im Mittelpunkt. Im späteren Wochenverlauf meldet auch Broadcom und dürfte zeigen, ob die hohen Erwartungen im KI-Infrastruktursegment weiter gerechtfertigt sind. Berkshire Hathaway sorgt mit einer Übernahme für Aufmerksamkeit. Der Konzern übernimmt Taylor Morrison Home für rund 6,8 Milliarden US-Dollar in bar und setzt damit ein Signal, dass die hohe Cash-Position wieder aktiver eingesetzt wird. Insgesamt bleibt das Marktbild konstruktiv, aber zunehmend abhängig von wenigen großen Technologiewerten. Genau darin liegt kurzfristig die Stärke — und mittelfristig das Risiko dieser Rally. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet freundlich in den Juni und knüpft nahtlos an den starken Mai an. Vorbörslich erreichen der Dow Jones, S&P 500 und Nasdaq neue Rekordstände. Besonders auffällig bleibt die enge Marktbreite: Der Aufschwung wird weiterhin vor allem von Mega-Cap-Techs, Halbleitern und dem KI-Thema getragen. In Asien überholte Softbank erstmals seit der Internetblase Toyota als wertvollstes Unternehmen Japans. In den USA steht wiederum NVIDIA im Fokus. Der Konzern hat mit dem RTX Spark einen neuen Chip für KI-fähige Windows-PCs vorgestellt und verschärft damit den Wettbewerb mit Intel, AMD und Qualcomm. Diese Werte stehen alle unter Druck. Auch die nach dem Closing anstehenden Zahlen von Hewlett Packard Enterprise und Credo Technology stehen im Mittelpunkt. Im späteren Wochenverlauf meldet auch Broadcom und dürfte zeigen, ob die hohen Erwartungen im KI-Infrastruktursegment weiter gerechtfertigt sind. Gleichzeitig bleibt die Geopolitik ein Unsicherheitsfaktor. Die Lage rund um Iran und die Straße von Hormus sorgt für steigende Ölpreise, auch wenn der Aktienmarkt die Risiken bislang weitgehend ignoriert. Berkshire Hathaway sorgt mit einer Übernahme für Aufmerksamkeit. Der Konzern übernimmt Taylor Morrison Home für rund 6,8 Milliarden US-Dollar in bar und setzt damit ein Signal, dass die hohe Cash-Position wieder aktiver eingesetzt wird. Insgesamt bleibt das Marktbild konstruktiv, aber zunehmend abhängig von wenigen großen Technologiewerten. Genau darin liegt kurzfristig die Stärke — und mittelfristig das Risiko dieser Rally. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

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

Vinted ist das neueste Investment im BlackRock Private Equity Fund bei Scalable Capital. Mehr Infos dazu hier. S&P 500 mit 29% Gewinnwachstum. Micron knackt 1.000 Mrd. $ Börsenwert. Qualcomm liefert KI-Chips an ByteDance. Taiwan überholt Indien. Xiaomi schwächelt. BP feuert Verwaltungsratschef. Eli Lilly kauft. Quantinuum, Honeywell, Dropbox & MSG Sports. Ferrari (WKN: A2ACKK) zeigt den ersten Elektro-Sportwagen. Designed von Apples Ex-Chefdesigner Jony Ive. Online hagelt es Spott, die Aktie verliert 7%. Luxus-Mythos in Gefahr? DoorDash (WKN: A2QHEA) wächst über 20%, das KGV wirkt günstig. Aber wie profitabel ist die Firma wirklich? Dazu spannende Zukunftspläne: Kassensysteme, Roboter-Training, eigene Produktplattform. Diesen Podcast vom 27.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hoy comentamos la ronda gigante de Fireworks AI, el CPU Vera con el que Nvidia quiere comerse más del datacenter, el acuerdo de Qualcomm con ByteDance para llenar Doubao de ASICs, la nueva planta de testeo de chips que Samsung prepara en Vietnam y el experimento de China con embriones humanos sintéticos en microgravedad.Puedes seguirnos en YouTube en https://youtube.com/olivernabani y puedes unirte al Discord Mashain en https://olivernabani.com/discord

As growth is reshaped by AI, rising expectations and ongoing economic uncertainty, brand leaders are under increasing pressure to make clearer decisions, faster. In this podcast series, Martin Guerrieria, Head of Kantar BrandZ, speaks with global brand builders about the signals transforming their category, the strategic choices they're making in response, and how they are building brands that drive meaningful, differentiated growth in a fast‑moving world. Read the latest edition of BrandZ's global report here: www.kantar.com/brandz Hosted on Acast. See acast.com/privacy for more information.

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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die neue KI-Offensive von Alphabet, robuste Zeiten für die Baumärkte und das Milliarden-Projekt von OHB. Außerdem geht es um Nvidia, Qualcomm, Amazon, Broadcom, Micron, Arm, Intel, Home Depot, Hornbach Holding, Ottobock, EQT, Uniper, Rheinmetall, SAP, Nemetschek, Atoss Software, Infineon, SMA Solar, Ströer, Eli Lilly, Novo Nordisk, Mondelēz International, Domino's Pizza, McKesson, Cencora, Cardinal Health, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), JPMorgan EUR Corporate Bond Research Enhanced Index UCITS ETF (WKN: A2N76D), Vanguard EUR Corporate Bond UCITS ETF (WKN: A143JK), VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (WKN: A2JAHJ) und Amundi Smart Overnight Return UCITS ETF (WKN: LYX0WM). 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

Tech and chip stocks dominated a volatile, red Monday session. Mark Longo breaks down today's heavy volume and unusual options activity, starting with a massive "Million Plus" scan tracking high-premium, low-delta institutional block trades in Qualcomm and AMD. Plus, we countdown the top 10 volume leaders—including Nvidia, Tesla, and Microsoft—and analyze the wild 0DTE and weekly flows shaping the market. Today's Market Highlights: The "Million Plus" Scan: Big institutional premium pouring into Qualcomm, AMD, and Intel. 0DTE Chaos: How short-sellers and buyers fared in the volatile same-day expiration battles for Tesla (#2) and Nvidia (#1). Chip Dips Breakdown: Analyzing major pullbacks and unusual options activity in Micron (down 6%), Apple, Meta, and Netflix. Link: Run your own market scans: TheHotOptionsReport.com

(0:00) Intro (1:47) About the podcast sponsor: The American College of Governance Counsel (2:34) Start of interview  (4:12) Laurie's origin story (6:19) From Management Consulting (Accenture) to Product Innovation (Visa). "What they all had in common was that I got to start with a blank sheet of paper." (8:52) Toward Venture Capital and Board Governance. From Sun Microsystems to Packet Design to investing. (13:07) How she got interested in board governance. Her first board experience with Interactive Investor (cross-listed in US and UK) (14:27) Joining Playground Global in 2019 (16:16) Tesla's Day-Zero Board (20:15) Zoox and Autonomous Ambition (24:11) Boards Across Company Types: VC-backed companies and family businesses. Example of her time as board member at Bose. (27:57) Lessons from Church and Dwight. The roles of M&A and marketing. (30:37) Her co-authored paper on The Artificially Intelligent Boardroom (Stanford GSB)  (35:30) Private Markets and Trillion-Dollar Valuations (40:28) The role of private equity in this environment, and its distinctive board structure. (42:55) Geopolitics and Supply Chains (47:20) Cybersecurity Oversight in the AI Age (50:45) Courage in the Boardroom. “As board members, we have to be courageous enough to ask the right questions at the right time, rather than sit back and hope everything will be okay.” (52:22) Books that have greatly influenced her life: Night Train to Lisbon, by Pascal Mercier (2004) The Immortal Life of Henrietta Lacks, by Rebecca Skloot (2010) Sapiens: A Brief History of Mankind, by Yuval Noah Harari (2011) (54:14) Her mentors: Heidi Roizen  Scott McNealy Peggy Johnson (56:49) Quotes that she thinks of often or lives her life by. "It is easy enough to be pleasant, when life flows by like a song, but the man worth while is one who will smile, when everything goes dead wrong." Ella Wheeler Wilcox (57:32) An unusual habit or an absurd thing that she loves. Dancing, after following research from Kelly McGonigal. Hummingbird feeders. (59:39) The living person she most admires: her husband, Ben Lenail. Laurie Yoler is a venture capital investor at Playground Global, former board member at Tesla and Zoox, and a director or advisor to more than 25 boards. She currently serves on the boards of Church & Dwight and the NACD Northern California Chapter. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Join me for episode 479 of the Mobile Tech Podcast with guest Florence Ion of PCMag -- brought to you by Mint Mobile. In this episode, we review the Moto Razr Fold, dive into Googlebooks and Google's Fitbit Air, and share our expectations for Google I/O 2026. We also discuss new phones from Moto, OnePlus, and Sony, then cover news, leaks, and rumors from Google, Apple, Samsung, 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- Florence Ion: https://www.threads.com/@ohthatflo- Flo's Moto Razr Fold review: https://www.pcmag.com/reviews/motorola-razr-fold- My Moto Razr Fold review: https://hothardware.com/reviews/moto-razr-fold-review-8-gen-5-cameras-silicon-carbon-pen- Moto Edge 70 Pro: https://www.gsmarena.com/motorola_edge_70_pro_global_features_price_sale_date-news-72618.php- Google introduces GoogleBooks running Aluminium OS: https://www.gsmarena.com/google_introduces_googlebooks_running_android-news-72793.php- Google Fitbit Air: https://www.theverge.com/gadgets/925458/google-health-fitbit-air-ai-coaching-wearables-fitness-trackers- Google Pixel 11 series specs leak: https://www.gsmarena.com/google_pixel_11_pixel_11_pro_pixel_11_pro_xl_pixel_11_pro_fold_specs_leak-news-72668.php- Android Auto getting massive update including Dolby Atmos: https://www.techradar.com/vehicle-tech/hybrid-electric-vehicles/android-auto-gets-a-massive-ai-powered-upgrade-with-youtube-dolby-atmos-and-immersive-3d-maps- What to expect at Google I/O: https://www.pcmag.com/news/google-io-2026-what-to-expect-and-how-to-watch- Apple iPhone 20th Anniversary rumors: https://www.gsmarena.com/tipster_20th_anniversary_iphone_will_have_solidstate_buttons-news-72691.php- Apple needs to make an iPhone flip: https://ca.pcmag.com/mobile-phones/15518/hey-apple-i-dont-want-a-galaxy-z-fold-clone-i-want-a-colorful-iphone-flip-instead- Samsung Galaxy S27 Ultra camera rumors: https://www.gsmarena.com/samsung_galaxy_s27_ultra_to_have_one_less_camera_then_its_predecessor-news-72631.php- OnePlus Ace 6 Ultra: https://www.gsmarena.com/oneplus_ace_6_ultra_joins_the_game_with_a_dimensity_9500_chip_8600mah_battery-news-72587.php- Sony Xperia 1 VIII: https://www.gsmarena.com/sony_xperia_1_viii_unveiled_with_larger_48mp_telephoto_sensor_snapdragon_8_elite_gen_5-news-72786.php- Qualcomm Snapdragon 6 Gen 5 and 4 Gen 5: https://www.pcmag.com/news/qualcomms-next-midrange-snapdragon-chip-brings-flagship-like-super-zoomAffiliate Links (If you use these links to buy something, we might earn a commission)- Moto Razr Ultra 2025: https://amzn.to/42Gq4pH- Moto Edge 70: https://amzn.to/42FFFG8- Lenovo Chromebook Plus 14: https://amzn.to/4eNHVCr- Apple MacBook Neo: https://amzn.to/3ORAMGM- Google Fitbit Air: https://amzn.to/43d7Pbx

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

A torn Meniscus – that is what they say… now what? The beginning of UBI as a response from the AI boom? Black in packaging – byproduct of war Markets – – Up up and away! – New inflation data is in… – The Circular Economy – Great chart…. – Some inflation facts PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Torn Meniscus - that is what they say... now what? - The beginning of UBI as a response from the AI boom? - Black in packaging - byproduct of war - Insights into consumer confidence reports Markets - Up up and away! - New inflation data is in... - The Circular Economy - Great chart.... - Some inflation facts - From the TACO trade to the NACHO trade The new CTP for Salesforce is open for entries! From TACO to NACHO - Not A Chance Hormuz Opens - - New phrase being used in the oil pits and trading floors Life Support - President Trump tells reporters that ceasefire with Iran is on "massive life support"; says Iran's peace proposal was a "piece of garbage" Going to CHYNA - President Donald Trump has invited executives from some of the biggest U.S. companies — including Tesla CEO Elon Musk, Apple CEO Tim Cook, BlackRock's CEO Larry Fink and Boeing CEO Kelly Ortberg — to join his trip to China this week, according to a White House official. - Also expected to join Trump's delegation for meetings with Chinese President Xi Jinping are Blackstone's Stephen Schwarzman, Cargill's Brian Sikes, Citigroup's Jane Fraser, Coherent's Jim Anderson, GE Aerospace's H. Lawrence Culp Jr., Goldman Sachs's David Solomon, Illumina's Jacob Thaysen, Mastercard's Michael Miebach, Meta Platforms executive Dina Powell McCormick, Micron Technology's Sanjay Mehrotra, Qualcomm's Cristiano Amon and Visa's Ryan McInerney, the official said, speaking on condition of anonymity because the list has not been announced. - Jensen Huang supposedly not invited Inflation Report Today - Total CPI increased 0.6% month-over-month in April, as expected, following a 0.9% increase in March. That left total CPI up 3.8% year-over-year versus 3.3% in March. - Core CPI, which excludes food and energy, jumped 0.4% month-over-month (Briefing.com consensus: 0.4%) following a 0.2% increase in March. That left core - CPI up 2.8% year-over-year versus 2.6% in March. ----Key Factors - The food index was up 0.5% month-over-month and up 3.2% year-over-year. - The energy index was up 3.8% month-over-month and up 17.9% year-over-year. - The shelter index was up 0.6% month-over-month and up 3.3% year-over-year. - The used cars and trucks index was flat month-over-month and down 2.7% year-over-year. - The apparel index was up 0.6% month-over-month and up 4.2% year-over-year. - The services index was up 0.6% month-over-month and up 3.4% year-over-year (services less rent of shelter was up 3.5% year-over-year). - The all items index less food, shelter, and energy was up 0.2% month-over-month and up 2.3% year-over-year. Consumer Confidence - Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to a University of Michigan survey Friday. “Taken together, consumers continue to feel buffeted by cost pressures, led by soaring prices at the pump,” the survey's director, Joanne Hsu, said. - The latest University of Michigan Consumer Sentiment preliminary reading for May came in at 48.2, below the 50.5 consensus estimate and below the prior 49.8 final reading for April. ---Note: Conference board's consumer confidence reading was actually better than last month so there is a discrepancy in reports. - Conference Board measure as highly important because it is widely followed and often tied closely to labor-market perceptions, while the Michigan survey is also closely watched for inflation-sensitive consumer attitudes. Thwarted! - Google's Threat Intelligence Group said hackers are using AI models such as OpenClaw to uncover and exploit zero-day software vulnerabilities. - GTIG said it has “high confidence” that it recorded hackers using an AI model to find and exploit a zero-day vulnerability, or a software flaw unknown to developers, creating a way to bypass two-factor authentication. -The group said in a report that it had uncovered and likely thwarted an AI-developed attack. - Anthropic delayed its Mythos model rollout due to cybersecurity concerns, but current models are being used by hackers. - How are we going to stop the hackers from using powerful AI models to hack? Circular Economy - Great Graphic Circular Always Money to be made... - US derivatives exchange CME Group Inc. and index provider Silicon Data are teaming up to create a futures market for computing power. - The futures will help traders, financial firms, AI builders and cloud providers manage volatility and price swings, according to a statement. - CME CEO Terry Duffy said compute is "the new oil of the 21st century" and creating a futures market can help make the costs more transparent. ----- One more way to pump this as now there is ways to further inflate costs through a leveraged futures market Private Credit Transparency? - Faster mark-to-market plans - Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don't typically change hands. - Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. " - Others in the industry are not so happy about this. - Most say that this is little more that lipstick on a pig No Problem - Congress is looking to suspend the federal gas tax for a few months - Trump backing - $0.18 per gallon tax in a effort to reduce gas prices that are now approx $4.40 average per gallon higher than before the war - War not changed, Iran still stringing us along. - Under/Over how long it will take until next Ceasefire bombings start? - Will a sprinkle of warfare prior to China visit be in the cards as a show of strength? AI Jobs - Kevin Hassett says that AI isn't costing anybody their jobs rights now - EVEN THOUGH TECH CONTINUES LAYOFFS - Why bother even listening to these guys? - Major deep discussion on this on TDI Podcast this week -- WORTH THE LISTEN Asian Markets - Continuing to brush off any worries about oil prices, escalation or valuations that are in the stratosphere - Korea - as we discussed this would be the case is up a staggering 78% last year and already up 81% this year - Market cap has increased $2.7 trillion over the past year - The massive wealth increase has been heavily concentrated. Tech giants Samsung Electronics and SK Hynix accounted for the vast majority of the gains, with individual rallies of up to 382% over the year. Strange - The retail trades added nearly 22,000 jobs in April, accounting for almost one-fifth of total job growth. - In March, retailers posted their largest number of monthly job openings since 2023. - Retailers are more confident after seeing consumers keep their wallets open in the face of an uncertain economy and higher gas prices. - Nearly 15.5 million employees now hold retail industry jobs, the most since July 2024. - What is strange is the UMich confidence hit another all-time low last Friday for the latest prelim reading for the month ANALlysts - The earnings upgrades for tech are not just incremental - Examples: -  Seagate Tech target raised to $1000 from $750 at Evercore ISI, cites HAMR-driven multi-year HDD growth, pricing power, and strong AI/data center demand backdrop - AMD - Goldman Sachs upgraded to Buy and raised its price target dramatically (e.g., to $450 from $240). Other firms like Bernstein (to $525), Barclays, KeyBanc, TD Cowen, and Baird also hiked targets significantly (many by $200+) - Several other names upgrades with big ranges of price increases UBI Starting...? - South Korea should consider institutional ways to redistribute potential excess tax revenue generated by the AI infrastructure boom to help ease inequalities that could deepen in an AI-driven era, a top presidential policy aide said. - President Kim proposed the principle, tentatively named a “national dividend,” underlining that gains from AI infrastructure should be understood as the product of South Korea's collectively built industrial foundation. - In his Facebook post on Monday, Kim explained that "the central question of the AI era is not simply about growth rates, but about how to socially stabilize excess profits." Black ink - Calbee to switch its brightly colored packaging to black and white because war has disrupted supply of certain raw materials used in ink - Calbee, whose potato chip brands in particular are known for brightly colored bag designs, said 14 of its products would switch to monochrome branding by the end of May. - Printing ink requires naphtha, an oil derivative for which Japan relies on imports from the Middle East for about 40% of its consumption. Black Ink Printing HantaVirus - Tristan da Cunha, home to only around 200 people, is halfway between South Africa and South America. It is the world's remotest inhabited island, more than 2,400 km and a six-day boat ride from St Helena, its nearest inhabited neighbor. - It usually relies on a medical team of two people for its health needs, and is normally only accessible by boat as it has no airstrip. - A British man was dropped from the death ship was there and has the symptoms - so "out of an abundance of caution...." - "The arrival of paratroopers, medical personnel and medical supplies from the sky has hopefully reassured the people of Tristan da Cunha," said Brigadier Ed Cartwright, Officer Commanding 16 Air Assault Brigade. - Does this give comfort that paratroopers dropping in with hazmat suits?     Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Sara Awad from Tech Contrarians discusses semi momentum (0:40) Tech correction won't come out of nowhere; it will be forced (4:00) Nvidia earnings (6:30) Marvell and Broadcom (11:30) Micron, Credo, AMD, Intel, Arm, Apple (14:00) Nebius' sweet spot (33:30) Fundamentals over everything (36:50)Show Notes:AMD, Arm gain server CPU share at Intel's expense in Q1: UBSThe Cure For FOMO With Tech ContrariansRead our transcriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Plus: Tech stocks including Intel and Qualcomm drop sharply, undoing recent gains. And Wendy's stock surges after reports that investor Nelson Peltz is in talks to take the company private. Alexis Green hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chip stocks, including Nvidia, Intel, Micron, Qualcomm and AMD, are sitting near record highs and fueling concerns of a 1999 repeat. One Korean policymaker's suggestion of paying citizens an AI “dividend” throws the memory trade into temporary disarray. Plus, home prices post their strongest monthly gain in nearly two years.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

Microsoft's earnings report went out last week, and the company spent a lot on AI in the quarter. Microsoft updates its customers on what it's done to address Windows 11 problems. And Xbox kills Copilot plans for the console. Microsoft Earnings Microsoft announced that it earned a net income of $31.8 billion on revenues of $82.9 billion in the previous quarter. Windows: 1.6 billion monthly active devices, a focus on quality after years of enshittification - but revenues from PC makers were down 2 percent YOY. Microsoft Edge "has taken share for 20 consecutive quarters," which isn't supported by the evidence. Bing "monthly active users reached one billion for the first time," raising questions about how Microsoft defines the term "user." Xbox: "The team is recommitting to our core fans and players, and shaping the future of play," new records for monthly active Xbox users and game streaming hours. AI: Capex spending in the quarter was $32 billion, down from previous quarter as previously described, but up 49 percent YOY. More earnings Apple, Google/Alphabet, and Amazon. AMD - Up because of AI datacenter. Qualcomm - Plus, Intel just hired away a key Qualcomm exec. Windows Microsoft shares an update about what it's done to address Windows 11 pain points so far. Marcus Ash is one of the good guys. Some of this is happening in Insider, some is rolling out to retail. Windows Insider Program and Windows Update improvements we discussed last week - two primary channels in WIP now. Simplifying AI experiences - fewer Copilot icons (Notepad, etc.). File Explorer improvements - performance, fewer hangs, better polish and consistency. Widgets - Feed will be off by default, fewer interruptions, no hover activate. System performance - Smaller memory footprint, more aggressive RAM restoration, and more. Soon: Taskbar updates, Start updates, and more to share at Build in June. Week D update arrives with a peek at May's Patch Tuesday. Major: Xbox Mode, AI agents on the Taskbar are the first two big features of 2026. Minor: Also adds File Explorer improvements, new haptic feedback effects, touch keyboard improvements, and more. Shocking new report that Microsoft Edge is incredibly insecure should surprise no one. AI Microsoft Agent 365 Platform is out of preview, supports local AI agents and Copilot Cowork Agent arrives on mobile with plugin support. Microsoft launches a Legal AI Agent in Word. Apple's plan to open up to multiple third-party AIs is a good one. Canonical's plan to add AI to Ubuntu is also good, but you're never going to believe what happened next. Xbox and Gaming Asha Sharma reorgs Xbox, kills Copilot on the console. Forza Horizon 6, more coming to Game Pass in May. Xbox April Update is out with updates for all platforms. Next Call of Duty will not ship on Xbox One, PS4. Age of Empires II: Definitive Edition is coming to the Mac for some reason. And finally, with the Supreme Court refusing to block the implementation of the ruling in Epic v. Apple, Microsoft's Xbox game store for mobile is one step closer to happening. Tips and picks Tip of the week: Embrace inconvenience. App pick of the week: Windows Defender. RunAs Radio this week: Securing Active Directory with Spencer Alessi. Brown liquor pick of the week: Stalk & Barrel Whisky. These show notes have been truncated due to length. For the full show notes, visit https://twit.tv/shows/windows-weekly/episodes/982 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Sponsors: outsystems.com/twit threatlocker.com/twit joindeleteme.com/twit promo code TWIT helixsleep.com/windows cachefly.com/twit

The panel can't stop talking about John Ternus becoming the next Apple CEO! Is the iPhone Ultra the official name of Apple's folding iPhone? Apple's product timeline for 2026 and beyond. And Apple's Q2 2026 earnings report is this Thursday, and Jason will be ready with the charts! Time to serve some delicious claim chowder regarding the Cook-Ternus CEO transition. Apple's 'Ultra' roadmap confirmed: iPhone, MacBook, and more on the way. OpenAI set to redefine smartphones; MediaTek, Qualcomm & Luxshare key to its AI agent phone. iPhone 18's new specs might bring subtle regressions to cut costs. M6 MacBook Pro: Six new features coming later this year. Apple taps Samsung for 20th-anniversary iPhone's quad-curved display. Google teases Gemini-powered Siri upgrade during Cloud Next keynote. What to expect from Apple's Q2 2026 earnings on April 30. Apple fixes bug that cops used to extract deleted chat messages from iPhones. New Mac malware goes straight for developer keys. NASA shares iPhone video capturing Earthshine from Orion during Artemis II. Pluribus' & 'Come See Me In The Good Light' win Peabody awards for Apple TV. Picks of the Week Leo's Pick: Oversight Christina's Pick: PowerPhotos Andy's Picks: Free Comic Book Day 2026 & The Outer Limits Comic Book Store Jason's Pick: TextSniper Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: scribe.how/macbreak mill.com/MBW cachefly.com/twit

Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino's Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualcomm gets a boost from reported plans for an AI-native phone -Mailbag: Why is the stock price not matching the business results? Companies discussed: Domino's Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U) Host: Jon Quast Guests: Matt Frankel, Rachel Warren Engineer: Dan Boyd 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