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Listen & subscribe on Apple, Spotify, YouTube, and other platforms. Welcome everyone to the weekly San Diego Tech News! I'm Neal Bloom from Fresh Brewed Tech, the Tacos and Tech Podcast, and Interlock Capital. My co-host in this episode is Fred Grier, journalist and author of The Business of San Diego substack. He covers the ins-and-outs of the startup world including breaking news, IPOs, fundraising rounds, and M&A through his newsletter. Before we dive in, we wanted to thank and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community! June 20 Recent events debrief: MedTech, AI, GP/LP BIO in Boston Startup activity in SD Recent Carta funding data in relation to San Diego and by stage Fundings Retrorate - podcast & Seaside Equity raises $723M for two funds Cadre AI coming out of stealth Qualcomm acquisition of AlphaWave Semi for $2.4B Curated Events List – For full list – check The Social Coyote July 1 - SD Tech Founders with Andy Ballester, GoFundMe and Eyepop AI co-founder July 4 - Founders Hike July 8 - Afternoon Founders Hike July 29 - Dev & Data x CTO Talks: Healthtech Night
A TechMánia új részében mindent átbeszélünk, ami 2025-ben számít: a Xiaomi saját csipjétől kezdve a Qualcomm-gyilkos Snapdragonon át a Google legújabb AI-varázslataiig. Nézzük, miért hype-olják a Zotac új gamer konzolját, mit tud az új SteamOS, és miért ne legyen soha többé 1234 a PIN-ed.Beszélünk arról, hogyan szedi a data trackereket a Meta és Yandex.Maradj velünk, ha nem csak követni akarod a jövőt, hanem formálni is – hallgass bele, oszd meg, kommentelj, mutasd meg barátaidnak! Ez a TechMánia, és most tényleg a jövőbe lépünk.
On this week's show Patrick Gray and Adam Boileau discuss the week's cybersecurity news: New York Times gets a little stolen Russian FSB data as a treat iVerify spots possible evidence of iOS exploitation against the Harris-Walz campaign Researcher figures out a trick to get Google account holders' full names and phone numbers Major US food distributor gets ransomwared The Com's social engineering of Salesforce app authorisations is a harbinger of our future problems Australian Navy forgets New Zealand has computers, zaps Kiwis with their giant radar. This week's episode is sponsored by identity provider Okta. Long-time friend of the show Alex Tilley is Okta's Global Threat Research Coordinator, and he joins to discuss how organisations can use both human and technical signals to spot North Koreans in their midst. This episode is also available on Youtube. Show notes How The Times Obtained Secret Russian Intelligence Documents - The New York Times Ukraine's military intelligence claims cyberattack on Russian strategic bomber maker | The Record from Recorded Future News Harris-Walz campaign may have been targeted by iPhone hackers, cybersecurity firm says iVerify Uncovers Evidence of Zero-Click Mobile Exploitation in the U.S. Spyware maker cuts ties with Italy after government refused audit into hack of journalist's phone | The Record from Recorded Future News Italian lawmakers say Italy used spyware to target phones of immigration activists, but not against journalist | TechCrunch Android chipmaker Qualcomm fixes three zero-days exploited by hackers | TechCrunch Cellebrite to acquire mobile testing firm Corellium in $200 million deal | CyberScoop Apple Gave Governments Data on Thousands of Push Notifications A Researcher Figured Out How to Reveal Any Phone Number Linked to a Google Account Bruteforcing the phone number of any Google user Acreed infostealer poised to replace Lumma after global crackdown | The Record from Recorded Future News BidenCash darknet forum taken down by US, Dutch law enforcement | The Record from Recorded Future News NHS calls for 1 million blood donors as UK stocks remain low following cyberattack | The Record from Recorded Future News Major food wholesaler says cyberattack impacting distribution systems | The Record from Recorded Future News Kettering Health confirms attack by Interlock ransomware group as health record system is restored | The Record from Recorded Future News Hackers abuse malicious version of Salesforce tool for data theft, extortion | Cybersecurity Dive shubs on X: "IP whitelisting is fundamentally broken. At @assetnote, we've successfully bypassed network controls by routing traffic through a specific location (cloud provider, geo-location). Today, we're releasing Newtowner, to help test for this issue: https://t.co/X3dkMz9gwK" / X Ross Ulbricht Got a $31 Million Donation From a Dark Web Dealer, Crypto Tracers Suspect | WIRED Australian navy ship causes radio and internet outages to parts of New Zealand
Der kleine Bruder des Golds, Silber, ist gerade nach oben ausgebrochen, das digitale Gold Bitcoin steht kurz vor einem Allzeithoch. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz debattieren darüber, welche Anlage bis zum Jahresende das größere Potenzial hat und überbieten sich mit spannenden Kurszielen. Weitere Themen: - Spannende Chip-Übernahme – warum Qualcomm eine neue Perspektive liefert - Trendwende bei Carbios? – was für einen Durchbruch beim Recycling-Tech-Unternehmen spricht - Cloud, Online, Tech – wo Deffner zuletzt eingestiegen ist - Altersvorsorge nur mit Versicherungen? – was für und gegen Versicherungsprodukte zum Kapitalaufbau spricht - Labernder Finfluencer – warum Zschäpitz von einer YouTube-Werbung megagenervt ist Produktion: Dieter Webel DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Hier geht's zu den Tickets für die Finanzpodcast-Nacht am 6. September. Wir freuen uns auf euch! https://www.myticket.de/de/ohne-aktien-wird-schwer-tickets Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Meta jetzt auch KI-Startup-Investor? NVIDIA feiert London. USA & China verhandeln in London. Renault goes Drohnen, IonQ goes Oxford, Qualcomm goes Alphawave, Advent goes Spectris. Warner Bros. Discovery trennt sich. Tesla raus, Starbucks runter. Marimekko (WKN: 920479) hat nicht nur bunte Farben und geile Kollabos, sondern ist auch ein Tenbagger. Carvana (WKN: A2DPW1) ist DER Highflyer der letzten Jahre und lässt selbst KI-Aktien alt aussehen. Aber der legendäre Shortseller Jim Chanos ist skeptisch. Diesen Podcast vom 10.06.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Qualcomm to acquire Alphawave Semi, Apple researchers say Large Reasoning Models aren't ready for prime time, The Guardian launches Secure Messaging. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. If you enjoy what you see you can supportContinue reading "Researcher Reveals Any Phone Number Linked to a Google Account – DTH"
In this market focused Daily Editorial, we welcome back TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel. TG joins us every few weeks to provide a data-driven look at key trends in markets and equities, based on what he's seeing in his charts and trading room. TG breaks down several important themes playing out right now: S&P 500 grinding above 6,000, despite expectations of a pullback Rotation underway: Leaders like Nvidia and Broadcom are stalling, while names like Qualcomm, ARM, and Micron catch a bid Small caps are playing catch-up, with the Russell 2000 (IWM) outperforming large caps in recent days Gold consolidating, but gold equities (GDX, GDXJ) and silver stocks (SIL) show technical strength Copper and silver may be flashing signs of broader economic growth Nuclear stocks still a buy: TG remains bullish on the small modular reactor trend, with names like Oklo and NuScale holding up after big runs Click here to visit Profit Pilot to follow TG's trades and market videos.
Cautious optimism prevails on Wall Street as trade talks between the US and China progress. In corporate news, Apple disappointed investors with its recent event, dragging its shares down, while Qualcomm announced a $2.4 billion deal to acquire chipmaker Alphawave. Topgolf Callaway saw its stock jump 11%, and Tesla shares edged higher, clawing back last week's losses. Meanwhile, it was a mixed session for commodities, though iron ore stood out with a decline amid renewed deflation concerns in China. Closer to home, Aussie shares are poised to open modestly lower on Tuesday following the long weekend and the Aussie dollar has held firm above 65 US cents, buoyed by ongoing weakness in the greenback. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Citigroup, Qualcomm, Apple, Warner Bros Discovery, Robinhood, AppLovin, Meta y Starbucks bajo la lupa de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.
Wall Street recorded modest gains session on cautious hopes of US-China trade deal. S&P 500 up 0.09%, NASDAQ up 0.31%. Dow dropped at open, recovered into positive territory but dropped to its starting level before the close. Down 1 point, middle of the range. Mixed sector performance. Cyclicals best performer, Amazon (+1.6%) and Tesla (+4.6%) boosting sector. Materials also up while Energy followed oil higher. Tech made some gains with Alphabet up 1.5% as it announced it will invest $20Bn into data centre infrastructure in Pennsylvania. Apple slid 1.2% after its annual software developer conference had a lacklustre start. Utilities and Financials worst performing sectors despite yields falling slightly. Warners Brothers Discovery dipped 3% after announcing it would split its streaming and cable TV segments into separate companies. Qualcomm rose 4.1% after announcing it would acquire Alphawave for $2.4Bn as it strengthens its AI portfolio.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
with @aeyakovenko @alive_ethToday's episode features Solana cofounder Anatoly Yakovenko in conversation with a16z General Partner Ali Yahya, recorded live at our CSX Crypto Startup Accelerator program earlier this year.Anatoly shares the origin story of Solana — from a late-night eureka moment to thousands of investor meetings and several near-death startup experiences. He talks about what it took to get the network off the ground, how his engineering background at Qualcomm shaped its design, and why a need for speed gave Solana its edge.They also get into developer culture, engineering trade-offs, and what differentiates Solana's approach to building — including its willingness to ship, iterate, and rethink everything: including, most recently, its consensus algorithm.Timestamps:(0:00) Introduction(2:54) Early Career and Move to SF(3:57) Discovering Crypto and Solana's Beginnings(8:28) Challenges and Fundraising(12:12) Building Solana and Overcoming Obstacles(13:41) Solana's Vision and Market Strategy(17:23) Navigating Crises and Team Resilience(22:37) Solana's Unique Approach and Future Plans(24:57) Solana's Unique Approach to Software Development(26:35) Redesigning Solana: Lessons Learned(30:22) The Importance of Hackathons and Community(32:32) Technical Choices and Implications(34:16) Prioritizing User Experience Over Developer Comfort(36:40) Competitive Landscape of Layer 1 Chains(38:49) Building a Loyal Developer Community(42:36) Future of Blockchains and Solana's Vision(47:29) Long-Term View and GoalsAs a reminder, none of the content should be taken as investment, business, legal, or tax advice; please see a16z.com/disclosures for more important information, including a link to a list of our investments.
SANS Internet Stormcenter Daily Network/Cyber Security and Information Security Stormcast
Simple SSH Backdoor Xavier came across a simple SSH backdoor taking advantage of the ssh client preinstalled on recent Windows systems. The backdoor is implemented via an SSH configuration file that instructs the SSH client to connect to a remote system and forward a shell on a random port. This will make the shell accessible to anybody able to connect to the C2 host. https://isc.sans.edu/diary/Simple%20SSH%20Backdoor/32000 Google Chrome to Distrust CAs Google Chrome will remove the Chunghwa Telecom and Netlock certificate authorities from its list of trusted CAs. Any certificates issued after July 31st will not be trusted. Certificates issued before the deadline will be trusted until they expire. https://security.googleblog.com/2025/05/sustaining-digital-certificate-security-chrome-root-store-changes.html Microsoft Emergency Update to Fix Crashes Caused by May Patch Microsoft released an emergency update for a bug caused by one of the patches released in May. Due to the bug, systems may not restart after the patch is applied. This affects, first of all, virtual systems running in Azure and HyperV but apparently has also affected some physical systems. https://learn.microsoft.com/en-us/windows/release-health/status-windows-11-23h2#kb5058405-might-fail-to-install-with-recovery-error-0xc0000098-in-acpi-sys Qualcomm Adreno Graphics Processing Unit Patch (Exploited!) Qualcomm released an update for the driver for its Adreno GPU. The patched vulnerability is already being exploited against Android devices. https://docs.qualcomm.com/product/publicresources/securitybulletin/june-2025-bulletin.html
Paul Hickey, Co-Founder of Bespoke, breaks down the market action, as well as earnings from Asana and HPE. CrowdStrike earnings reaction with Joel Fishbein of Truist. Our Pippa Stevens on the latest in the warming relationship between nuclear and tech: this time, with Constellation and Meta. Stacy Rasgon of Bernstein on why Qualcomm is the “Rodney Dangerfield” of chip stocks—getting no respect despite strong fundamentals. Bullish technical signals with Warren Pies, Co-Founder of 3Fourteen Research, who sees a path to all-time highs this summer. Plus, Diana Olick on how more homeowners are cashing out home equity.
Microsoft and CrowdStrike partner to link threat actor names Qualcomm sees Adreno bugs under active exploitation New details on proposed CISA cuts Huge thanks to our sponsor, Conveyor Does trying to get the security questionnaire done and back to your customer ever feel like you're herding cats? It's not answering questions - most of you have automation software for that. It's all of the manual back and forth that becomes a slog like communicating between teams, tracking people down to get their review, updating sources and updating systems. Conveyor just launched an AI agent, Sue, to do all of these things and more for you. Learn about Sue at www.conveyor.com.
An international law enforcement operation dismantles AVCheck. Trump's 2026 budget looks to cut over one thousand positions from CISA. Cyber Command's defensive wing gains sub-unified command status. A critical vBulletin vulnerability is actively exploited. Acreed takes over Russian markets as credential theft kingpin. Qualcomm patches three actively exploited zero-days in its Adreno GPU drivers. Researchers unveil details of a Cisco IOS XE Zero-Day. Microsoft warns a memory corruption flaw in the legacy JScript engine is under active exploitation. A closer look at the stealthy Lactrodectus loader. On today's Afternoon Cyber Tea, Ann Johnson speaks with Hugh Thompson, RSAC program committee chair. Decoding AI hallucinations with physics. Complete our annual audience survey before August 31. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today we have our Afternoon Cyber Tea segment with Ann Johnson. On today's episode, Ann speaks with Hugh Thompson, RSAC program committee chair, as they discuss what goes into building the RSA Conference. Selected Reading Police takes down AVCheck site used by cybercriminals to scan malware (Bleeping Computer) DHS budget request would cut CISA staff by 1,000 positions (Federal News Network) Cybercom's defensive arm elevated to sub-unified command (DefenseScoop) vBulletin Vulnerability Exploited in the Wild (SecurityWeek) Acreed Emerges as Dominant Infostealer Threat Following Lumma Takedown (Infosecurity Magazine) Qualcomm fixes three Adreno GPU zero-days exploited in attacks (Bleeping Computer) Exploit details for max severity Cisco IOS XE flaw now public (Bleeping Computer) Microsoft Scripting Engine flaw exploited in wild, Proof-of-Concept published (Beyond Machines) Latrodectus Malware Analysis: A Deep Dive into the Black Widow of Cyber Threats in 2025 (WardenShield) The Root of AI Hallucinations: Physics Theory Digs Into the 'Attention' Flaw (SecurityWeek) Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
What happens when a heart surgeon sees too many patients discharged too soon, with no clear way to monitor their recovery? For Dr. James Mault, MD, it sparked a 25-year journey to reshape the future of healthcare. From operating rooms in Denver to boardrooms at Microsoft and Qualcomm, James's mission has remained the same: bridge the gap between hospital care and home through continuous, remote patient monitoring. Today, as Founder and Executive Chairman of BioIntelliSense, James is pioneering wearable technology that tracks vital signs in real-time, empowering clinicians and families to catch warning signs early, before they become emergencies. With over 80 patents, multiple startup exits, and leadership roles at major tech companies, his career blends deep clinical expertise with bold innovation. James shares his remarkable path from aspiring astronaut to serial healthcare entrepreneur. We explore the origin of his passion, the turning points that shaped his career, and how his technology is already transforming care for hundreds of thousands of patients across the globe. You'll hear how James is scaling clinical insights through data, simplicity, and purpose, revealing what 2 billion data points can teach us about smarter, more human-centered care. Whether you're a founder, clinician, or caregiver, this episode offers a powerful look at how one surgeon's mission is changing the way the world heals. Do you have thoughts on this episode or ideas for future guests? We'd love to hear from you. Email us at hello@rosenmaninstitute.org.
Overview: In this episode of the SMB Community Podcast, hosts James and Amy discuss their Memorial Day experiences before diving into a deep discussion about the future of Managed Service Providers (MSPs) and the impact of AI on the industry. They examine predictions for 2026, including the staggering forecast that 75% of MSP services will be delivered by AI within the next few years. They emphasize the importance for MSPs to innovate and adapt to stay relevant. The episode also covers recent news, including a significant partnership between Qualcomm and Dell, updates on legal issues faced by Delta Airlines and CrowdStrike, and an overview of the Gartner Magic Quadrant for 2025 in the security sector. The hosts also share personal updates and upcoming events, including James Kernan's Mastermind live event and Amy's new portable Starlink Mini for connectivity on the go. --- Chapter Markers: 00:00 Introduction and Hosts Welcome 01:25 MSP Question of the Week: Predictions for 2026 02:40 Impact of AI on MSP Services 04:55 Challenges and Opportunities for MSPs 14:24 CrowdStrike and Delta Airlines Incident 16:40 AI in the News: Qualcomm and Dell Partnership 20:42 Gartner Magic Quadrant for 2025 22:37 Upcoming Events and Announcements 24:21 Starlink Mini Purchase and Plans 26:01 Conclusion and Farewell --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com
AI's increasing presence in the legal field is raising significant concerns, particularly regarding the accuracy of information generated by these systems. Judges have reported a notable rise in AI-generated inaccuracies, with 23 instances of fake legal citations identified since May 1st. Legal data analyst Damien Chartland has documented 120 cases where courts recognized AI's hallucinations, which include fabricated legal quotes and non-existent authorities. This trend indicates a shift in responsibility, as lawyers are now accountable for these errors, contrasting with previous instances where self-represented individuals were primarily at fault. The implications are serious, with courts imposing fines exceeding $10,000 for AI misuse.The impact of automation extends beyond the legal sector, as a recent report highlights the potential for AI to exacerbate the gender employment gap. In high-income countries, the risk of women facing job automation has risen to 9.6%, while the risk for men is significantly lower at 3.5%. Jobs traditionally held by women, such as administrative roles, are particularly vulnerable to automation. Experts warn that without substantial changes in the labor market, women may face increased challenges in securing stable employment, as their work often shifts toward household tasks rather than formal employment.In the tech industry, Databricks has revealed that 80% of new databases created on their NEON platform were generated by AI agents, showcasing the growing influence of non-developers in coding. This trend emphasizes the need for companies to adapt to remain competitive, focusing on optimizing products for visibility to large language models. Meanwhile, Zoom's CEO has begun using an AI avatar for quarterly earnings calls, raising questions about authenticity and trust in corporate communication. The use of AI avatars could level the playing field for small business leaders but also introduces risks such as impersonation and misuse.Finally, Qualcomm has challenged Apple's claims regarding the performance of its in-house C1 modem, asserting that it falls short compared to Qualcomm's existing technology. A study found that Android devices powered by Qualcomm outperformed the iPhone 16e in both download and upload speeds, particularly in urban environments. Despite these challenges, Apple aims for full-stack control over its technology, and while the initial performance may not meet expectations, the company is known for its ability to iterate and improve rapidly. This ongoing competition highlights the dynamic nature of the tech industry and the importance of innovation. Four things to know today 00:00 The Hidden Costs of AI: Legal Fines, Workforce Disruption, and the Rise of Unchecked Automation in the Enterprise05:51 New AI Integrations From OpenAI, Salesforce, and GoTo Push Deeper Into MSP Value Chain—Control or Be Commoditized09:01 From Efficiency to Deception? Zoom's AI Avatar Sparks Questions About Corporate Authenticity and Accountability10:49 Apple's DIY Modem Underperforms Qualcomm—But Version One Shows the Game Plan Is in Motion Supported by:https://www.huntress.com/mspradio/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
Welcome and Milestone- Will Townsend and Anshel Sag discuss the upcoming 5-year anniversary of their podcast.- Reflection on the longevity of their roles as analysts.AT&T's Fiber Expansion- AT&T acquires Lumen's fiber portion for nearly $6 billion.- Expansion adds over 4 million consumer locations, primarily on the West Coast.- AT&T's goal to reach 60 million locations by 2030.Spectrum Auctions and Political Involvement- Discussion of President Trump's tweet about auctioning 600 MHz spectrum.- Analysis of the potential for spectrum auctions in the 1.5 to 10 GHz band.- Consideration of revenue generation through government spectrum monetization.Upper 12 GHz Spectrum for Satellite Connectivity- FCC chairperson's comments on freeing up spectrum for low Earth orbit satellite providers.- Potential impact on companies like AST Space Mobile and Starlink.- Importance of fair allocation in potential auctions.Apple's 6G Preparations- Indications of Apple's focus on 6G development and hiring.- Analysis of Apple's potential strategies for 6G involvement and IP portfolio building.- Discussion on the importance of Apple's participation in 6G standard-setting.AWS Ends Private 5G Solution- AWS announces the end of its private 5G solution launched in 2021.- Analysis of challenges faced, including competition and complexity.- Reflection on the difficulties of entering the telco space for hyperscalers.Xiaomi's New SoC Launch- Introduction of Xiaomi's Xring 01 SoC using ARM technology.- Analysis of the SoC's positioning and potential market impact.- Discussion of Xiaomi's simultaneous agreement with Qualcomm for flagship chips.Closing Thoughts- Invitation for listener engagement and topic suggestions.- Memorial Day wishes for veterans.
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Subscribe to the SmartTechCheck newsletter:LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6891547330575679488Medium https://markvena.medium.com/Subscribe to @SmartTechCheck for weekly podcast upload reminders: https://www.youtube.com/SmartTechCheckFollow Mark Vena on Twitter: https://twitter.com/MarkVenaTechGuyFollow Rob Pegoraro on Twitter: https://twitter.com/RobPegoraroFollow John Quain on Twitter: https://twitter.com/jqontechFollow Stewart Wolpin on Twitter: https://twitter.com/stewartwolpin
Asus Zenbook A14, le test par Yohann LemoreÀ savoir► OS : Windows 11► CPU : Snapdragon® X X1 26 100 @ 2.97GHz, 8 cores, Qualcomm®► GPU : GPU Qualcomm® Adreno™► RAM : 16 Go de LPDDR5X ► Stockage : 500GB SSD► Ecran : 14'' OLED HDR►Prix : 999.99 €Crédit Audio :Hackers by Karl Casey White Bat Audio► https://www.youtube.com/watch?v=NZ4Of3lID84
Apple en la UE podría reemplazar Siri por Gemini, les explico cual seria la opción, ademas; Google lanzó oficialmente la aplicación NotebookLM para Android; Xiaomi programa un importante evento de lanzamiento para esta semana y como todos los días les solicitamos sus comentarios. #Videos – Los videos de la semana en nuestras redes https://infosertecla.com/2025/05/19/videos-los-videos-de-la-semana-en-nuestras-redes-127/ Google lanzó oficialmente la aplicación NotebookLM para Android https://infosertecla.com/2025/05/19/app-google-lanzo-oficialmente-la-aplicacion-notebooklm-para-android/ Vivo tech de Instagram usuario @arielmcorg – domingo 18 de mayo https://infosertecla.com/2025/05/18/vivo-tech-de-instagram-usuario-arielmcorg-domingo-18-de-mayo/ Xiaomi confirma al chip XRING 01 de desarrollo propio https://www.smart-gsm.com/blog/xiaomi-confirma-al-chip-xring-01-de-desarrollo-propio/ Gemini AI podría reemplazar a Siri en el iPhone https://www.bloomberg.com/news/features/2025-05-18/how-apple-intelligence-and-siri-ai-went-so-wrong Qualcomm confirma el lanzamiento del Snapdragon 8 Elite Gen 2 para el 23 de septiembre https://www.notebookcheck.net/Qualcomm-confirms-late-September-launch-for-Snapdragon-8-Elite-2.1019401.0.html Xiaomi programa un importante evento de lanzamiento para esta semana https://m.weibo.cn/detail/5167955206735354 Video del día en las redes https://www.instagram.com/reel/DJ2sZZTOe7X/ ESPERAMOS TUS COMENTARIOS...
The Android Show I/O Edition: 1:46 - Material 3 Expressive - Wear OS 6 - Gemini - Find Hub - Android 16 Security Samsung Galaxy S25 Edge: 25:23 Apple: 35:26 - Tim and Tim are at it again General Tech: 39:51 - Intel Arc B770, B780 - Max is HBO Max again - Standalone ESPN service Gaming: 51:47 - Steam data breach - Qualcomm job listing https://www.patreon.com/callingallplatforms Merch! Contact: podcast@callingallplatforms.com Social: Facebook Twitter YouTube Apple Podcasts Spotify Android
A 99 Food está de volta. Depois de encerrar as operações em 2022, a plataforma de entregas da 99 anuncia seu retorno e já se prepara para enfrentar uma nova fase do mercado de delivery no Brasil, agora ainda mais competitivo. No novo episódio do Podcast Canaltech, Bruno de Blasi, editor de apps e Internet do Canaltech, conversa com Bruno Rossini, diretor sênior da 99 no Brasil, que explica os motivos da retomada, as estratégias da empresa para atrair usuários e parceiros, e como a companhia pretende disputar espaço com nomes de peso como iFood e Uber Eats. O episódio também traz uma análise do cenário atual de superapps, com destaque para as principais movimentações do setor, além de um panorama sobre como o mercado de entregas tem evoluído nos últimos anos. Outros destaques: Você vai entender como a Zenvia está revolucionando o atendimento ao cliente com sua plataforma, que ajuda empresas a agilizar o atendimento, oferecer uma experiência personalizada e, assim, aumentar as vendas. Conheça a Zenvia para vender mais e atender melhor. Saiba mais aqui. BYD aposta em carro elétrico de bolso para conquistar o Japão Pix dispara em 2024 e vira o meio de pagamento favorito dos brasileiros Anatel pode bloquear Amazon e Mercado Livre por celulares piratas Xiaomi lança chip próprio para competir com Qualcomm e MediaTek PF deflagra operação contra fraudes biométricas no Gov.br Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de André Lourenti, Marcelo Fisher, Vinicius Moschen e Emanuele Almeida. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.
Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA. Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan's analysis of market valuations and investor sentiment. Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.” AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend. The Six Five Summit Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world's leading companies are putting AI into action.
“Edge AI is the ultimate and probably only scalable way to do AI in the real world—collecting, analyzing, and acting on data where it lives” says Evgeni Gousev, Chair of the Edge AI Foundation and Senior Director at Qualcomm. In this episode he talks about the transformative power of edge AI and why it's becoming a strategic priority for businesses across industries. Furthermore, he shares use cases that are already delivering measurable impact and addresses the challenges of deploying edge AI at scale.
On this week's episode of the Windows Central Podcast, Zac is on his own as he discusses the potential death of Surface Laptop Studio, the rumored AMD powered Arm-based Surface coming in 2026, Qualcomm's job listing suggesting the next Xbox will be Arm based, and layoffs.
This is episode 427 of the Mobile Tech Podcast with guests Ephrem Chemaly (MediaTek), Todd Mozer (Sensory), and tech journalist Aura López -- brought to you by MediaTek. This episode comes in two parts. First, we explore how MediaTek is partnering with Sensory to define the future of AI-powered automotive innovation. Second (19:45), we review the Moto Razr Ultra (2025) and discuss Samsung's new Galaxy S25 Edge, Sony's Xperia 1 VII flagship, and Sony's WH-1000XM6 wireless ANC headphones. We then cover news, leaks, and rumors from Apple, Nothing, Realme, Nubia, MediaTek, and Qualcomm. Enjoy :)Episode Links- Support the podcast on Patreon: https://www.patreon.com/tnkgrl- Donate / buy me a coffee (PayPal): https://tnkgrl.com/tnkgrl/- MediaTek: http://www.poweredbymediatek.com/ (sponsor)- MediaTek AI-powered automotive innovation: https://www.mediatek.com/tek-talk-blogs/the-next-wave-of-ai-powered-automotive-innovation- Ephrem Chemaly: https://www.linkedin.com/in/chemaly/- Todd Mozer: https://www.linkedin.com/in/toddmozer/- Aura López: https://www.threads.com/@auralopezp- My Moto Razr Ultra (2025) review: https://hothardware.com/reviews/motorola-razr-ultra-2025-review- Samsung Galaxy S25 Edge: https://www.youtube.com/watch?v=V0n2F6EWDmw- Sony Xperia 1 VII: https://www.theverge.com/news/665068/sony-xperia-1-vii-alpha-bravia-walkman-release-date-price-specs- Sony WH-1000XM6: https://www.theverge.com/hands-on/667017/sony-wh-1000xm6-hands-on- Apple CarPlay Ultra: https://www.theverge.com/news/667525/apple-carplay-ultra-aston-martin-launch- Apple all glass 20th anniversary iPhone rumors: https://www.gsmarena.com/more_details_about_apples_all_glass_iphone_emerge-news-67782.php- Nothing + KEF partnership: https://www.gsmarena.com/nothing_partners_up_with_kef_for_multiple_audio_products_coming_this_year-news-67764.php- Realme GT7 coming May 27 with 7000mAh battery: https://www.gsmarena.com/realme_gt_7_has_a_7000mah_battery_with_120w_charging_-news-67729.php- Nubia Z70S Ultra now global: https://www.gsmarena.com/nubia_z70s_ultra_reaches_international_markets_nubia_pad_pro_follows_next_month-news-67760.php- MediaTek Dimensity 9400e: https://www.gsmarena.com/mediatek_announces_dimensity_9400e_chipset_for_flagship_devices-news-67776.php- Qualcomm Snapdragon 7 Gen 4: https://hothardware.com/news/qualcomm-snapdragon-7-gen-4-midrange-phonesAffiliate Links (If you use these links to buy something, we might earn a commission)- Moto Razr Ultra (2025): https://amzn.to/4dkd3qi- Samsung Galaxy S25 Edge: https://amzn.to/43et2TD- Sony WH-1000XM6: https://amzn.to/43x5IjT
On this week's episode of The MacRumors Show, we discuss the long-awaited roll out of Apple CarPlay Ultra and Samsung's all-new S25 Edge, which is positioned to rival the iPhone 17 Air later this year. Apple this week announced CarPlay Ultra, its next-generation CarPlay experience. CarPlay Ultra fully extends across all of the vehicle's display, including the instrument cluster. It provides access to real-time vehicle data, supports iPhonewidgets, theme options, instrument cluster display customizations, and introduces integrations for vehicle functions. CarPlay Ultra is available first in new Aston Martin models in North America. Existing Aston Martin vehicles will also support CarPlay Ultra through forthcoming software updates. Looking ahead, Apple says it has secured commitments from Hyundai, Kia, and Genesis to bring CarPlay Ultra to their vehicles in the coming year. Other automakers are expected to follow. In other news, Samsung this week announced the Galaxy S25 Edge — a device clearly designed to undercut the iPhone 17 Air's expected appeal, with both smartphones aiming to be the thinnest in their respective ecosystems. The Galaxy S25 Edge sports a 6.7-inch AMOLED display, a titanium frame, and a remarkably slim 5.8mm profile, weighing in at just 163 grams. It features a dual-lens camera system, including a 200MP wide-angle sensor and a 12MP ultra-wide camera, supported by Qualcomm's Snapdragon 8 Elite chip. Samsung is also pushing its AI credentials with features like Drawing Assist and Audio Eraser. In contrast, the iPhone 17 Air is rumored to be even thinner at just 5.5mm, making it Apple's slimmest iPhone ever. It is expected to feature a 6.6-inch OLED display with ProMotion. Apple is said to be removing the ultra-wide camera entirely and opting for a single 48MP wide camera, removing the SIM card tray, and the secondary stereo speaker to save internal space. Other expected specifications include a 24MP front-facing camera, 12GB of RAM, and the A19 chip. While the iPhone 17 Air may win the title of thinnest flagship, it could come with a major compromise: battery life. According to internal testing leaks, only 60–70% of users are expected to get through a full day on a single charge — a notable drop from the 80–90% seen with other recent iPhone models. Apple is reportedly using a higher-density battery and its custom C1 modem to squeeze as much efficiency as possible into the super-thin design. To address this, Apple is reportedly developing a new USB-C battery case, designed to extend the iPhone 17 Air's runtime. The accessory could launch alongside the device to help mitigate negative perceptions around longevity
Many founders have a killer product, a passionate team, and traction, but they don't realize that investors are really betting on THEM. The truth is, your projections don't need to be perfect, your deck doesn't need to be perfect. But you need to do the things that most people won't do to stand out. You need to show that you are strategic, thoughtful, and aligned with your growth narrative. In this episode, we dive into what actually matters to investors and how early-stage companies can use financial storytelling to build trust and get funded. I'm joined by Mike Sherbakov, former Marine, serial entrepreneur, and General Partner at The Veteran Fund, an early-stage venture firm investing in founders from the military community. We talk about how founders should approach pitching investors at the seed stage, how different industries require different metrics, and why, at the end of the day, investors are betting on the founder, not just the numbers. Topics Covered: Why veterans make great founders How The Veteran Fund evaluates early-stage opportunities How to project your financials without a finance background Why entrepreneurship isn't for everyone (and how to know it's for you) Top tools and resources for startup benchmarks Guest Bio Mike Sherbakov is the CEO of Greatness Ventures, supporting impact-driven leaders and brands. He has led the business accelerator to thousands of investor members and hundreds of companies in their impact portfolio. Their venture philanthropy arm has built homes in underdeveloped communities since 2014 and continues to lead impact trips open for the community to join. He serves as General Partner at The Veteran Fund, a pre-seed venture capital fund in Silicon Valley, and Director of San Diego's Founder Institute, the largest early-stage startup accelerator in the world. Mike has previously founded three startups (HMS Fitness, Karuna Towels, Greatness Media), helped grow two companies from 0 to $ 20 M+ valuations (Wildfire and NurishMe), and consulted with large companies including Fitbit, lululemon athletica, Equinox, and Qualcomm. He served on active duty as a United States Marine, graduated Magna Cum Laude from San Diego State University, has traveled to 58 countries and counting, and believes that our greatness is not what we have but what we give. To learn more, visit https://veteran.fund/. Resources fi.co/benchmarks https://www.linkedin.com/in/peterjameswalker/ About Your Host Jayla Siciliano, Shark Tank entrepreneur turned real estate investor, excels in building brands, teams, and products. CEO of a bi-coastal luxury short-term rental company, she also hosts the Seed Money Podcast where she's on a mission to help early-stage entrepreneurs turn their ideas into reality! Connect: Website: https://seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Subscribe and watch on YouTube https://www.youtube.com/@seedmoneypodcast/ Please rate, follow, and review the podcast on https://podcasts.apple.com/us/podcast/seed-money/id1740815877 and https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=5417351fb73a4ea1/! Hearing your comments and questions helps me come up with the best topics for the show! The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice.
Miramos al sector farma, las compañías chinas que cotizan en EE.UU., AMD, Qualcomm, Broadcom, Intel, Micro Technology, Apple, Simon Property y Walmart, de la mano de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.
Join us on Discord with Semiconductor Insider, 25% off an annual membership through May 15! Get clarity when other investors panic. https://ko-fi.com/chipstockinvestor/link/MARKETMELTDOWN25Qualcomm's Q2 fiscal 2025 earnings, focusing on consumer, automotive, and IoT sectors. Nick discusses Qualcomm's revenue growth, inventory levels, and future projections, while highlighting new growth drivers like Snapdragon X Elite chips for laptops and the fast-growing automotive segment.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSafeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor
Terresa Zimmerman is an entrepreneur, author, advisor, and mentor to business owners. Terresa traveled the world for decades working on business and brand strategy challenges with the world's largest organizations, cross-industry, rooted in B2B, including Fiserv, QUALCOMM, NVIDIA, Brocade, Gerdau, Teck, Medtronic, and more. We can only guess how that led her to become the only female founder of a men's underwear brand, Wood Underwear®. With Wood, she quickly discovered her love for Main Street and all the small businesses that fuel our communities and neighborhoods. She is a 3X award-winning author of the best-selling Oh, Lords! She is an investor and co-founder of an enterprise software company and has been recognized for her advocacy of women founders and aspiring entrepreneurs.Terresa is forever training for another big run and trying to improve her golf game. She and husband, David, live in North Carolina, with Aussies, Whizkey, and Tequila. You can find Terresa on LinkedIn.Connect with Terresa here:https://www.linkedin.com/in/terresachristensonzimmerman/www.woodunderwearwoodunderwear.com and mainstreetmatters.coClick below to download our free template for 3 high-impact posts for LinkedIn:https://www.thetimetogrow.com/ecsposttemplates
El año pasado el mismo CEO de Huawei había dado a conocer las intensiones de la empresa en trabajar de forma conjunto en todos los lineales con el sistema operativo HarmonyOS, y al parecer por las restricciones de Estados Unidos, deberá olvidarse de Windows al igual que lo hizo con Android, ademas; El CEO de Microsoft afirma que la IA escribió el 30% del código de la empresa y que ese porcentaje solo aumentará; OpenAI quiere asociarse con los gobiernos para desarrollar la infraestructura de IA y como todos los días les solicitamos sus comentarios. Samsung confirma la fecha de lanzamiento del Galaxy S25 Edge https://infosertecla.com/2025/05/07/samsung-confirma-la-fecha-de-lanzamiento-del-galaxy-s25-edge/ Noblex y Newsan, presentaron su lineal 2025 https://infosertecla.com/2025/05/07/noblex-y-newsan-presentaron-su-lineal-2025/ OpenAI quiere asociarse con los gobiernos para desarrollar la infraestructura de IA https://openai.com/global-affairs/openai-for-countries/ Experimente una nueva dimensión de descubrimiento musical con más controles y herramientas mejoradas (Spotify) https://newsroom.spotify.com/2025-05-07/experience-a-new-dimension-of-music-discovery-with-more-controls-and-enhanced-tools/ El presidente y director ejecutivo de Qualcomm, Cristiano Amon, pronunciará un discurso inaugural en COMPUTEX 2025, revelando el corazón de la nueva era de las PC https://www.qualcomm.com/news/releases/2025/05/qualcomm-president-and-ceo-cristiano-amon-to-deliver-keynote-spe El CEO de Microsoft afirma que la IA escribió el 30% del código de la empresa y que ese porcentaje solo aumentará https://techcrunch.com/2025/04/29/microsoft-ceo-says-up-to-30-of-the-companys-code-was-written-by-ai/ Huawei desafía a Microsoft con un giro inesperado en sus portátiles https://es.gizmodo.com/huawei-desafia-a-microsoft-con-un-giro-inesperado-en-sus-portatiles-2000164948? Video del día en las redes https://www.instagram.com/reel/DJXv0R5JYJp/ https://www.instagram.com/reel/DJXQVPmu9H4/ ESPERAMOS TUS COMENTARIOS...
Eindelijk weten we waar Trump het al dagen over had: het is een handelsdeal met de Britten. Die 'major announcement' is volgens de Amerikanen en Britten zelfs een 'historische deal'. Veel details kregen we nog niet. Die moeten nog worden uitgewerkt, zegt Trump. De hoofdlijnen krijgen we wel: het is vooral de Amerikaanse landbouw die erg profiteert. De deal is ook een opsteker voor Boeing, want de Britten kopen voor 10 miljard dollar aan vliegtuigen van dat bedrijf. Trump belooft daarnaast dat er ook druk wordt onderhandeld over handelsdeals met andere landen. Wanneer Europa (of misschien zelfs China) eindelijk aan de beurt is bespreken we deze aflevering. Daarnaast hebben we het over de Amerikaanse chipbeperkingen. Die worden ietsje soepeler dankzij deze president Trump. Volgens Bloomberg komt er een uitzondering voor AI-chips op de beperkingen die zijn voorganger Joe Biden heeft ingevoerd. Wat Trump zelf te winnen heeft met deze versoepeling, gaan we bespreken. De chipaandelen profiteren in ieder geval: ze staan allemaal hoger vandaag. En Trump heeft voor de zoveelste keer uitgehaald naar Fed-baas Jerome Powell. Trump schrijft op zijn eigen Truth Social dat Powell een 'fool' is, die geen enkel idee heeft. Maar zegt Trump ook: 'Verder mag ik hem heel erg!' Verder hoor je wat de nieuwste tegenvaller voor Elon Musk is en hoe Chinese aandelen profiteren van het oplaaiende conflict tussen India en Pakistan. En we kijken naar de koffieprijzen, want die stijgen gigantisch volgens koffieboer JDE Peets. Dat betekent in Nederland waarschijnlijk weer ruzies met de grote supermarkten.See omnystudio.com/listener for privacy information.
The Institute of Internal Auditors Presents: All Things Internal Audit In this episode, The IIA's Lindsay Patterson talks with Anna Davis of Qualcomm about the crucial aspects of internal audit team formation and dynamics. They discuss hiring strategies in the current market, the importance of soft and hard skills, the challenges and benefits of remote and in-office work, and methods for fostering a strong team culture. HOST:Lindsay Patterson, CIA, CPAExecutive Vice President , Membership, Marketing and Communications, The IIA GUEST:Anna Davis, CPAVice President, CAE, Qualcomm Key Points Introduction [00:00-00:22] Team Formation: Starting with Hiring [00:23-01:34] In-Office Work and Recruitment Challenges [01:35-04:13] Hard and Soft Skills and Business Acumen [04:14-06:00] Retention and Career Growth Opportunities [06:01-07:05] Team Size and Responsibilities [07:06-07:44] Building a Team Culture [07:45-10:32] The Value of Authentic Leadership [10:33-12:03] Advice for Aspiring Audit Leaders [12:04-13:44] Final Thoughts [13:45-14:44] The IIA Related Content Interested in this topic? Visit the links below for more resources: 2025 AuditSphere Virtual Conference Tools for Audit Managers Course IIA Group Membership Group Training Solutions All Things Internal Audit Podcast: 'Mastering Soft Skills in Internal Auditing,' Building a Better Auditor: Optimizing Team Communication Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.
US equity futures are firmer, with the S&P up around 1% in premarket trading. European equity markets are steady in holiday-thinned trade, with only the UK FTSE open. Asian markets ended higher. US after-hours earnings dominated the session with Microsoft and Meta posting better-than-expected results, while Qualcomm sold off following its update. The White House trade representative confirmed the administration is nearing an announcement on the first tranche of trade deals. Separately, the US and Ukraine signed an economic partnership agreement on critical minerals and natural resources. Markets also reacted to soft Q1 US GDP data, which increased recession concerns and pushed rate cut pricing to ~100 bps by year-end.Companies mentioned: Apple, Tesla, Olo, Oracle, Toast
Meta and Microsoft both score quarterly profit beats on the top and bottom line, unfazed by the Trump tariff war. Qualcomm, however, sees its stock fall in after-hours trade and concern about the levies begins to weigh on its guidance. Spain's competition watchdog endorses BBVA and Banco Sabadell's €12bn merger deal. It now requires government approval. And in autos news, Tesla denies it ever considered replacing CEO Elon Musk following his extensive role for DOGE in the Trump administration. Trump, for his part, said Musk could stay in his cabinet as long as he wishes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush's Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe's Tony Wang for broader tech insight and the policy implications of Trump's first 100 days. Mizuho's Dan Dolev gives his take on Robinhood, while DA Davidson's Gil Luria looks ahead to Apple reporting tomorrow.
A Business Lawyer joins to discuss how prices will change for PlayStation, Nintendo, AMD, and Nvidia. [SPON: Use "brokensilicon“ at CDKeyOffer for $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Get a $10 coupon for Flex PCBs at JLCPCB: https://shorturl.at/mkloy ] [Support the Independent Journalism done by the MLID Team: https://patreon.com/MooresLawIsDead ] 0:00 Greeting and Meeting Hoeg! 02:24 Nintendo's Switch 2 BLUNDERING 24:48 Console Competition is entering a Multipolar World 31:43 Tariff Impacts as of NOW 39:58 Chaos is the problem... 57:22 Will Europe FINALLY get the GPU supply America used to get? 59:52 RX 9060 XT vs RTX 5060 Ti – Who will survive Tariffs better? 1:11:05 How much will prices go up? Will gaming become a luxury? 1:22:19 Lawfare against US Companies in China 1:28:31 Does Intel's New CEO have a China Problem? 1:32:13 Why wasn't Intel Sued over Raptor Lake Failure? 1:39:42 Intel-TSMC Merger, AMD buying Intel 1:45:07 Qualcomm vs ARM Lawfare, 12VHPWR (lack of) Lawsuits Hoeg's Channel: https://www.youtube.com/@HoegLaw/featured Hoeg's Firm: https://hoeglaw.com/ Last time Hoeg was on: https://youtu.be/aaiP7cQPwck?si=Kwp1vZjxEtxWJc7u 12VHPWR Summary: https://www.msn.com/en-ca/lifestyle/shopping/nvidia-rtx-5090-graphics-cards-are-melting-power-cables-again-but-who-s-to-blame-for-this-recurring-gpu-nightmare/ar-AA1z52fK Can New Intel CEO legally run Intel? https://www.reuters.com/technology/intel-ceo-invested-hundreds-chinese-companies-some-with-military-ties-2025-04-10/ Raptor Lake Issues Summary: https://www.theverge.com/24216305/intel-13th-14th-gen-raptor-lake-cpu-crash-news-updates-patches-fixes-motherboards MLID Leak on Raptor Lake Instability: https://youtu.be/ZFE4q35buKs?si=iv1upwEkfQjT3jHw RADEON Gaining GPU Market Share: https://x.com/TechEpiphanyYT/status/1911406225494802456 https://www.theverge.com/news/645276/razer-blade-gaming-laptops-sales-pause-us-tariffs https://www.heise.de/en/news/Asus-Lenovo-and-Co-Notebook-manufacturers-suspend-deliveries-to-the-USA-10346409.html https://www.reuters.com/technology/apple-airlifts-600-tons-iphones-india-to-beat-trump-tariffs-sources-say-2025-04-10/ https://x.com/harukaze5719/status/1909816066676826365 https://videocardz.com/newz/nvidia-geforce-rtx-5070-drops-below-msrp-in-uk-for-the-first-time https://www.bbc.com/news/articles/cy70yxdn8z6o https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/ https://mashable.com/article/tariff-news-dell-hp-lenovo-halt-laptop-shipments
The microchip maker Nvidia is a Silicon Valley colossus. After years as a runner-up to Intel and Qualcomm, Nvidia has all but cornered the market on the parallel processors essential for artificial-intelligence programs like ChatGPT. “Nvidia was there at the beginning of A.I.,” the tech journalist Stephen Witt tells David Remnick. “They really kind of made these systems work for the first time. We think of A.I. as a software revolution, something called neural nets, but A.I. is also a hardware revolution.” In The New Yorker, Stephen Witt profiled Jensen Huang, Nvidia's brilliant and idiosyncratic co-founder and C.E.O. His new book is “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.” Until recently, Nvidia was the most valuable company in the world, but its stock price has been volatile, posting the largest single-day loss in history in January. But the company's story is only partially a business story; it's also one about global superpowers, and who will decide the future. If China takes military action against Taiwan, as it has indicated it might, the move could wrest control of the manufacturing of Nvidia microchips from a Taiwanese firm, which is now investing in a massive production facility in the U.S. “Maybe what's happening,” Witt speculates, is that “this kind of labor advantage that Asia had over the United States for a long time, maybe in the age of robots that labor advantage is going to go away. And then it doesn't matter where we put the factory. The only thing that matters is, you know, is there enough power to supply it?” Plus, the staff writer Joshua Rothman has long been fascinated with A.I.—he even interviewed its “godfather,” Geoffrey Hinton, for The New Yorker Radio Hour. But Rothman has become increasingly concerned about a lack of public and political debate over A.I.—and about how thoroughly it may transform our lives. “Often, if you talk to people who are really close to the technology, the timelines they quote for really reaching transformative levels of intelligence are, like, shockingly soon,” he tells Remnick. “If we're worried about the incompetence of government, on whatever side of that you situate yourself, we should worry about automated government. For example, an A.I. decides the length of a sentence in a criminal conviction, or an A.I. decides whether you qualify for Medicaid. Basically, we'll have less of a say in how things go and computers will have more of a say.” Rothman's essay “Are We Taking A.I. Seriously Enough?” appears in his weekly column, Open Questions. Learn about your ad choices: dovetail.prx.org/ad-choices
The microchip maker Nvidia is a Silicon Valley colossus. After years as a runner-up to Intel and Qualcomm, Nvidia has all but cornered the market on the parallel processors essential for artificial-intelligence programs like ChatGPT. “Nvidia was there at the beginning of A.I.,” the tech journalist Stephen Witt tells David Remnick. “They really kind of made these systems work for the first time. We think of A.I. as a software revolution, something called neural nets, but A.I. is also a hardware revolution.” In The New Yorker, Stephen Witt profiled Jensen Huang, Nvidia's brilliant and idiosyncratic co-founder and C.E.O. His new book is “The Thinking Machine: Jensen Huang, Nvidia, and the World's Most Coveted Microchip.” Until recently, Nvidia was the most valuable company in the world, but its stock price has been volatile, posting the largest single-day loss in history in January. But the company's story is only partially a business story; it's also one about global superpowers, and who will decide the future. If China takes military action against Taiwan, as it has indicated it might, the move could wrest control of the manufacturing of Nvidia microchips from a Taiwanese firm, which is now investing in a massive production facility in the U.S. “Maybe what's happening,” Witt speculates, is that “this kind of labor advantage that Asia had over the United States for a long time, maybe in the age of robots that labor advantage is going to go away. And then it doesn't matter where we put the factory. The only thing that matters is, you know, is there enough power to supply it?” Plus, the staff writer Joshua Rothman has long been fascinated with A.I.—he even interviewed its “godfather,” Geoffrey Hinton, for The New Yorker Radio Hour. But Rothman has become increasingly concerned about a lack of public and political debate over A.I.—and about how thoroughly it may transform our lives. “Often, if you talk to people who are really close to the technology, the timelines they quote for really reaching transformative levels of intelligence are, like, shockingly soon,” he tells Remnick. “If we're worried about the incompetence of government, on whatever side of that you situate yourself, we should worry about automated government. For example, an A.I. decides the length of a sentence in a criminal conviction, or an A.I. decides whether you qualify for Medicaid. Basically, we'll have less of a say in how things go and computers will have more of a say.”Rothman's essay “Are We Taking A.I. Seriously Enough?” appears in his weekly column, Open Questions.