Podcasts about Qualcomm

American global semiconductor company

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Latest podcast episodes about Qualcomm

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

WSJ’s The Future of Everything

Play Episode Listen Later Jan 2, 2026 1:51


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

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

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

Play Episode Listen Later Dec 29, 2025 30:20


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

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

The Positive Leadership Podcast

Play Episode Listen Later Dec 24, 2025 74:56


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

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

The MacRumors Show

Play Episode Listen Later Dec 19, 2025 61:39


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

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

Gestalt IT Rundown

Play Episode Listen Later Dec 17, 2025 47:02


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

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

Chip Stock Investor Podcast

Play Episode Listen Later Dec 15, 2025 20:02


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

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

The Positive Leadership Podcast

Play Episode Listen Later Dec 10, 2025 82:03


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

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

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 8, 2025 59:51


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

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

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Dec 7, 2025 79:17


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

Talking Heads - Craft Computing
Ep. 411 - Qualcomm +Arduino Drama; Goodbye to Nvidia Pascal - @CircuitRewind joins Talking Heads

Talking Heads - Craft Computing

Play Episode Listen Later Dec 4, 2025 179:40


Qualcomm +Arduino Drama; Goodbye to Nvidia Pascal - @CircuitRewind joins Talking Heads 

The CyberWire
ShadyPanda's patient poisoning.

The CyberWire

Play Episode Listen Later Dec 2, 2025 22:13


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

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

Mobile Tech Podcast with tnkgrl Myriam Joire

Play Episode Listen Later Dec 1, 2025 71:33


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

Canaltech Podcast
Nova gigante do delivery estreia em SP com capacete inteligente e R$ 1 bilhão

Canaltech Podcast

Play Episode Listen Later Dec 1, 2025 18:36


Uma das maiores empresas de delivery de comida do mundo está acelerando seus planos no Brasil. Depois de um piloto bem-sucedido na Baixada Santista, a Keeta, braço internacional da chinesa Meituan, inicia oficialmente suas operações em São Paulo e mais oito cidades da região metropolitana, com investimento de R$ 1 bilhão nesta primeira fase. Para entender o que essa chegada representa para o mercado brasileiro, o repórter Marcelo Fischer conversou com Danilo Mansano, VP de Parcerias Estratégicas da Keeta, e Marcos Gomes, Safety Product Manager da empresa. Eles falaram sobre o cenário atual do delivery no país, o impacto do monopólio, a estratégia da companhia para alcançar 80% da população urbana até o final de 2026 e as inovações que chegam junto com a plataforma, incluindo o capacete inteligente com sensores de segurança. O episódio também detalha as ações para restaurantes, entregadores e consumidores, como política de “Horário Garantido”, cupons de boas-vindas de até R$ 200, entregas rastreáveis e o plano de expansão da Keeta para cidades de todo o Brasil. Você também vai conferir: Avast lança IA gratuita contra fraudes digitais, Qualcomm lança Snapdragon 8 Gen 5 com salto em IA, Gemini chega ao celular, carro, TV e mais, vendas de smart rings batem recorde em 2025 e nova ferramenta do ChatGPT ajuda você a escolher produtos. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Jaqueline Sousa, Vinicus Moschen, Viviane França, Nathan Vieira, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Livia Strazza e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

The Cell Phone Junkie
The Cell Phone Junkie Show #1016

The Cell Phone Junkie

Play Episode Listen Later Nov 30, 2025 36:08


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

Engadget
Meta's Oversight Board is fine with leaving manipulated content on Facebook, Qualcomm revealed the Snapdragon 8 Gen 5 chip, and FoloToy's AI teddy bear is back on sale following its brief foray into BDSM

Engadget

Play Episode Listen Later Nov 26, 2025 9:07


-Apparently misleading protest videos are welcome to stay on Facebook now. Meta's Oversight Board has ruled that the company was right to leave up a manipulated video that made footage of a Serbian protest look like it took place in Holland and was in support of Rodrigo Duterte, former president of the Philippines. -Qualcomm just revealed the Snapdragon 8 Gen 5, the appropriately-named second member of the Snapdragon 8 Gen 5 line. This follows the Gen 5 Elite, which was first revealed back in September. The standard Gen 5 is still a powerful mobile system-on-a-chip with a top clock speed of 3.8GHz. -The infamous "Kumma" children's AI teddy bear, once an expert in BDSM and knife-fetching, is back on sale. The company claims the toy now has stronger child safety protections in place. The Singapore-based FoloToy suspended sales of Kumma last week after a research group published an eyebrow-raising report. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Alles auf Aktien
Rekordhoffnung bei Alphabet und die Verdopplung Eures Vermögens

Alles auf Aktien

Play Episode Listen Later Nov 26, 2025 22:46


In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über einen bekannten Privatanleger vom Tegernsee, herbe Milliarden-Verluste der Familie Trump und einen Dämpfer für Alibaba. Außerdem geht es um Meta, Nvidia, Zoom, HP, Rheinmetall, Renk Group, Heidelberg Materials, Hochtief, Salzgitter, Continental, Qualcomm, AMD, Amazon, BMW, Adidas, iShares MSCI ACWI ETF (WKN: A1JMDF), SPDR MSCI All Country World (WKN: A1JJTC) und Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF (WKN: A0LC12). Exklusiv für Euch als „Alles auf Aktien“-Hörer: Spart jetzt bis zu 83 Euro mit unserem „Black Friday""-Angebot von Business Insider. Erhaltet aktuelle News sowie Insights zur Finanzwelt und bleibt immer einen Schritt voraus https://www.businessinsider.de/abo/aaa/?tpcc=offsite_bi_aaa_podcast_bf_25 Oder darf es lieber WELTplus sein? Sichert euch mit diesem Link jetzt das Abo zum AAA-Vorteilspreis – für mehr Tiefe, mehr Finanzen und mehr Vermögen. www.welt.de/aaablackfriday" Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ 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

GREY Journal Daily News Podcast
Is Qualcomm's New Snapdragon 8 Gen 5 a Game Changer?

GREY Journal Daily News Podcast

Play Episode Listen Later Nov 26, 2025 2:47


Qualcomm launched the Snapdragon 8 Gen 5 chipset, which uses an Oryon CPU structure with lower clock speeds than the Elite version and delivers increased CPU and GPU performance compared to the Snapdragon 8 Gen 3. The chip supports satellite connectivity, ultra wideband, and an X80 modem with slightly reduced peak 5G speeds, while maintaining Bluetooth, Wi-Fi, charging, display, and most camera hardware capabilities. The Gen 5 does not support UFS 4.1 storage. Motorola, OnePlus, and Vivo plan to use the chip in upcoming devices, including the OnePlus 15R, with product launches expected soon.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

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

All TWiT.tv Shows (MP3)

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


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

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

All TWiT.tv Shows (Video LO)

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


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

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

TechLinked

Play Episode Listen Later Nov 22, 2025 10:15


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

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

EEVblog

Play Episode Listen Later Nov 22, 2025 14:29


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

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

The MacRumors Show

Play Episode Listen Later Nov 21, 2025 34:09


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

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

NTD News Today

Play Episode Listen Later Nov 19, 2025 54:49


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

Canaltech Podcast
Como a queda da Cloudflare travou a internet

Canaltech Podcast

Play Episode Listen Later Nov 19, 2025 16:05


A queda da Cloudflare na última terça-feira (18) deixou serviços como ChatGPT, X, Canva e diversos sites menores instáveis e muita gente ficou sem entender o que estava acontecendo. No episódio de hoje do Podcast Canaltech, conversamos com o repórter do Canaltech, André Lourenti Magalhães, que explica de forma clara por que a instabilidade da Cloudflare causa um efeito dominó na internet e como um pico incomum de tráfego foi suficiente para travar serviços usados diariamente por milhões de pessoas. André também comenta a diferença entre uma queda da Cloudflare e da AWS, por que a internet está cada vez mais centralizada, quem mais sofre com interrupções como essa e como empresas podem se preparar para reduzir dependência de um único serviço global. Você também vai conferir: China revela primeiro leitor de digitais na tela inteira., Polícia recupera 10 mil celulares e prende ‘professor do crime,Xiaomi quer alertar motoristas que dirigem rápido demais para o fluxo, tecnologia EMIB da Intel pode conquistar Apple e Qualcomm!, e seu pulso é a nova chave do seu Volkswagen. Este podcast foi roteirizado e apresentado por Fernada Santos e contou com reportagens de Nathan Vieira, Vinicius Moschen, Danielle Cassita, Raphael Giannotti, sob coordenação de Anaísa Catucci. A trilha sonora é de Guilherme Zomer, a edição de Natalia Improta e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Imagen Empresarial
Imagen Empresarial 17 nov 25

Imagen Empresarial

Play Episode Listen Later Nov 17, 2025 39:32


Podcast del programa Imagen Empresarial transmitido originalmente el 17 de noviembre del 2025. Conduce Rodrigo Pacheco. Los entrevistados de hoy: Entrevista: Gabriel Dutra, sr. Manager para Qualcomm Latam (originalmente transmitida el 29 de octubre) Tema: Actualidad de Qualcomm

Tantra's Mantra with Prakash Sangam
Qualcomm VP on Arduino Acqusition

Tantra's Mantra with Prakash Sangam

Play Episode Listen Later Nov 17, 2025 39:27


Qualcomm surprised the IoT market by announcing the acquisition of the open-source hardware champion, with a huge hobbyist/enthusiast builder ecosystem. In this episode, I talk to Qualcomm's VP of Product Management, Industrial and IoT BU, Manvinder (Manny) Singh, about the reasoning for the acquisition, challenges of the IoT industry, how AI is changing the game, what Qualcomm brings to the ecosystem, how AI Hub and the other acquisition, Edge Impulse, fit together with Arduino, and more. We also delve into what will and will not change for the Arduino's open-source spirit, as well as the ecosystem, which primarily utilizes microcontrollers and low-power processors.  Also, check out Episode 59- Discussion with CEO of Edge AI Foundation: https://bit.ly/TantrasMantra_ep59    

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

Windows Weekly (MP3)

Play Episode Listen Later Nov 12, 2025 152:56


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

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

All TWiT.tv Shows (MP3)

Play Episode Listen Later Nov 12, 2025 152:26


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

Radio Leo (Audio)
Windows Weekly 958: Personal Turkey

Radio Leo (Audio)

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


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

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

Windows Weekly (Video HI)

Play Episode Listen Later Nov 12, 2025 151:56


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

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

All TWiT.tv Shows (Video LO)

Play Episode Listen Later Nov 12, 2025 151:56 Transcription Available


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

The Cell Phone Junkie
The Cell Phone Junkie Show #1013

The Cell Phone Junkie

Play Episode Listen Later Nov 9, 2025 40:33


The FCC moves to roll back cybersecurity rules, Qualcomm accelerates its shift away from Apple, and T-Mobile expands satellite-based 911 texting to everyone. How to Contact us:www.thecellphonejunkie.com questions@thecellphonejunkie.com Twitter How to Listen:Subscribe iTunes Download the show directly

The Circuit
EP 141: Talking Bubbles, ARM and QCOM Earnings, Memory/Storage Cyclicality

The Circuit

Play Episode Listen Later Nov 9, 2025 51:35


This episode argues that today's AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to compute and the grid, note why “good enough” AI latency could flip capex behavior, and push back on modeling everything in gigawatts—useful for planning, risky for strategy. On companies: ARM's quarter was solid, with rising royalties/CSS stickiness and a strongly implied first-party chip effort complemented by the DreamBig memory-controller acquisition to improve AI-era CPU roles. Qualcomm benefits from a higher-ASP Android cycle, nurtures auto/smart-glasses adjacencies, and eyes DC inference. On supply: Elon hedges silicon with foundry allocations while fab-building talk reads as negotiating leverage; memory/storage stay tight with longer contracts and measured adds. Net: optimism about what survives the eventual correction, caution on GW-only thinking, and watchpoints around ARM's vertical creep, Qualcomm's DC push, and supply-chain discipline.

Squawk on the Street
Shutdown Impact on Air Travel, Nvidia CEO on China-U.S. AI Race, Musk $1T Pay Package Vote Watch 11/6/25

Squawk on the Street

Play Episode Listen Later Nov 6, 2025 42:48


Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: The AI Unwind 11/6/25

Closing Bell

Play Episode Listen Later Nov 6, 2025 43:35


Is the recent AI unwind the start of something bigger? We discuss with Partners Group's Anastasia Amoroso, Neuberger Berman's Shannon Saccocia and Wilmington Trust's Meghan Shue. Plus, shares of Qualcomm fell despite better-than-expected Q4 results and a strong forecast. We discuss that move with star analyst Stacy Rasgon. And, Morgan Stanley's Lisa Shalett tells what she is expecting from stocks – amid an ugly day for the broad market.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FactSet U.S. Daily Market Preview
Financial Market Preview - Thursday 6-Nov

FactSet U.S. Daily Market Preview

Play Episode Listen Later Nov 6, 2025 4:08


US equity futures point to a softer open. Asian markets traded broadly higher, while European equities opened lower. Focus remains on US tech earnings afterhours. Qualcomm guided Q1 revenue above forecasts, though below the most bullish expectations, while ARM's profit outlook exceeded estimates, reflecting data center demand. In central bank news, the Fed's hawkish comments continued to weigh on sentiment, while the BoE decision today is seen as finely balanced. Meanwhile, the US-China trade truce continues to dominate headlines, but not much specific behind move as recent angst surrounding stretched valuations, big tech index concentration, narrow breadth and AI capex ROI remain overhangs, not expected to go away anytime soon. However, still no signs of panic, while buy-the-dip narrative has been extremely resilient on the back of elevated retail buying.Companies Mentioned: Charles Schwab, Forge Global, Marvell Technology, Softbank, OpenAI

Registered Investment Advisor Podcast
Episode 229: Build a Leader Brand People Trust

Registered Investment Advisor Podcast

Play Episode Listen Later Nov 5, 2025 14:07


Silence online isn't neutral anymore; it's a risk you can't afford.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jess Jensen, Founder and CEO of Co-pilot Communications, who is a former Fortune 500 leader who ran digital, social, and executive communications at Nestlé, adidas, Qualcomm, and Microsoft. Jess helps C-suite executives and founders present themselves online as authentic individuals—transforming leadership values into content that fosters trust, demand, and resilience. She shares why invisibility is dangerous, how to craft a durable leader brand, and what today's LinkedIn favors beyond corporate PR blasts.   Key Takeaways: → How leaders must go beyond wins and launches. → Why you should treat LinkedIn like a conversation, not a press wire. → How your should build your professional brand before you need it. → Why personal narratives matter to earn trust and recall. → How balancing business value with human moments is critical.   Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives and founders build digital brands that actually sound like them. After 20 years inside Fortune 100 companies (Microsoft, Qualcomm, Nestlé, and Adidas), Jess stepped out of corporate to help leaders stop playing small online and start showing up with clarity and confidence. Co-pilot works with curious, values-driven leaders who are tired of generic content and ghostwritten fluff. Jess believes that building a professional brand isn't just smart—it's your moat. Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps her clients earn trust and build rapport in places where their stakeholders already spend hours every day. Jess launched Co-pilot in 2024 to amplify the kind of leadership the world needs more of—clear, grounded, and human. She's on a mission to help leaders take back the mic and shape their own narrative before someone else does.   Connect With Jess: Website If booking a call, don't forget to mention in the notes that you saw this episode of Sharpreneur to receive your free LinkedIn Audit! LinkedIn Subscribe to Jess's Monthly Newsletter   Learn more about your ad choices. Visit megaphone.fm/adchoices

Closing Bell
Closing Bell Overtime: Tech, AI Stocks Bounce Back; Earnings Parade Rolls On 11/5/25

Closing Bell

Play Episode Listen Later Nov 5, 2025 43:43


Tech bounced back after yesterday's slide. Argent Capital portfolio manager Jed Ellerbroek breaks down the big earnings movers after hours, including Robinhood, Arm, Qualcomm and Lyft. Unity COE Matthew Bromberg on his company's blowout quarter. Seaport analyst Jay Goldberg analyzes Qualcomm's quarter and guidance. Quantinuum CEO Rajeeb Hazra on launching its new commercial product Helios. Fundstrat's Tom Lee on bitcoin's bounceback. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Closing Bell
Closing Bell: Live from Schwab Impact 11/5/25

Closing Bell

Play Episode Listen Later Nov 5, 2025 43:14


What is the state of the retail investor? We discuss with Mike Santoli – as well as the head of advisor services for Charles Schwab Jon Beatty and advisor Shirl Penney of Dynasty Financial. Plus, iCapital's Sonali Basak tells us where she sees the AI trade heading from here. And, we run through all the key themes to watch from Snap and Qualcomm results in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Let's Talk AI
#224 - OpenAI is for-profit! Cursor 2, Minimax M2, Udio copyright

Let's Talk AI

Play Episode Listen Later Nov 5, 2025 91:43


Our 224th episode with a summary and discussion of last week's big AI news!Recorded on 10/31/2025Hosted by Andrey Kurenkov and co-hosted by Gavin Purcell (check out AI For Humans and AndThen!)Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI completes its for-profit restructuring, redefining its relationship with Microsoft and securing future investments. Meanwhile, Qualcomm and other tech giants announce new AI chips aimed at competing with Nvidia and AMD, marking major advancements in AI hardware capabilities. Amazon and Google deepen their partnerships with Anthropic, providing extensive computing resources to enhance AI research and applications. These developments signal significant growth and competition in the AI industry. Major AI tools and models were released and updated, including Cursor 2.0, CLAUDE coding capabilities, and open-source options from Minimax. These new tools offer a range of functionalities for coding, design, and more. Legal battles around AI copyright issues persist, as OpenAI faces ongoing lawsuits from authors over text generation using copyrighted material. Universal Music Group settles a copyright suit with AI music startup UDO, transitioning to a licensed model for AI-generated music. This shift reflects broader challenges and adaptations in the AI-generated content space, where copyright and ethical usage remain highly contentious issues.Timestamps:(00:00:10) Intro / Banter(00:02:44) News PreviewTools & Apps(00:03:44) Cursor 2.0 shifts to in-house AI with Composer model and parallel agents(00:07:44) Anthropic brings Claude Code to the web | TechCrunch(00:10:01) Microsoft's Mico is a 'Clippy' for the AI era | TechCrunch(00:14:20) Anthropic's Claude catches up to ChatGPT and Gemini with upgraded memory features | The Verge(00:18:46) Canva launches its own design model, adds new AI features to the platform | TechCrunch(00:21:07) Elon Musk's Grokipedia launches with AI-cloned pages from Wikipedia | The VergeApplications & Business(00:25:10) OpenAI completed its for-profit restructuring — and struck a new deal with Microsoft | The Verge(00:31:25) Qualcomm announces AI chips to compete with AMD and Nvidia(00:34:02) Amazon launches AI infrastructure project, to power Anthropic's Claude model | Reuters(00:38:52) Google and Anthropic announce cloud deal worth tens of billions(00:39:46) Google partners with Ambani's Reliance to offer free AI Pro access to millions of Jio users in India | TechCrunchProjects & Open Source(00:41:17) MiniMax Releases MiniMax M2: A Mini Open Model Built for Max Coding and Agentic Workflows at 8% Claude Sonnet Price and ~2x Faster - MarkTechPost(00:45:22) [2510.25741] Scaling Latent Reasoning via Looped Language Models(00:47:59) OpenAI's gpt-oss-safeguard enables developers to build safer AI - Help Net SecurityResearch & Advancements(00:49:51) [2510.15103] Continual Learning via Sparse Memory Finetuning(00:54:01) [2510.18091] Accelerating Vision Transformers with Adaptive Patch Sizes(00:57:46) [2510.18871] How Do LLMs Use Their Depth?Policy & Safety(01:01:07) AMD, Department of Energy announce $1 billion AI supercomputer partnership | The Verge(01:03:03) Synthetic Media & Art(01:09:34) Universal partners with AI startup Udio after settling copyright suit | The Verge(01:16:04) OpenAI loses bid to dismiss part of US authors' copyright lawsuit | ReutersSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Market Mondays

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


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

The AI Breakdown: Daily Artificial Intelligence News and Discussions

While most companies are still trying to measure the impact of their AI deployments, a growing number are already seeing returns. In today's AI Daily Brief, NLW looks at new data showing where GenAI is ROI-positive — from marketing and media generation to enterprise productivity gains. Plus, updates on Amazon's latest layoffs, Anthropic's new Claude for Excel agent, and Qualcomm's push into AI inference chips.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

DH Unplugged
DHUnplugged #775: Everything Is Fine

DH Unplugged

Play Episode Listen Later Oct 29, 2025 63:05


Exhaustion signals TESLA - a rabbit out of a hat! Fed meeting in focus S&P earnings week - its a big one 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 - Don't fight the tape - Exhaustion signals everywhere - but plenty of money floating around it seems - Seeing lots of overheated signs..... - BUT, everything is fine. Nothing to worry about Markets - Fed Meeting today and tomorrow - Rate decision on Wednesday - Biggest week for earnings (S&P) - ATH - Let' GO! First time over 6,780 for the S&P 500 - Profit margins with those Tariffs - Surprise! - Emerging markets - On FIRE! Factoid - Ft Lauderdale Boat Show - The economic impact of the Fort Lauderdale International Boat Show (FLIBS) is significant, generating over $1.78 billion in economic output for Florida, supporting more than 100,000 jobs, and creating millions in sales and taxes. The Fort Lauderdale International Boat Show is considered to be the largest boat show in the world, with over 3 million square feet of exhibition space across multiple marinas. Godcaster is turning churches into local radio stations - Get the Godcaster app on Android and iOS - An Adam Curry Project Fed Meeting - Stock and All time highs - GOLD, SILVER rocking - Crypto doing just fine - GDP good - Employment good - Housing market improving - Limited information about economic activity due to Government is CLOSED - Inflation is well about Fed's own measures (3%) - FED IS GOING TO LOWER RATES REMEMBER - NOTHING TO WORRY ABOUT - TRUST THE GOVERNMENT  CPI - The consumer price index showed a 0.3% increase on the month, putting the annual inflation rate at 3%, both lower than expected. - Excluding food and energy, core CPI showed a 0.2% monthly gain and an annual rate also at 3%, less than forecast. - The Bureau of Labor Statistics released the data specifically because the Social Security Administration uses it as a benchmark for cost-of living adjustments in benefit checks. Otherwise, the federal government has suspended all data compilation during the shutdown. Quick Meme Update - BYND - fell back to earth - down to $1.75 from $7 last week... - We should have shorted for the game like we talked about - It was supposed to be the next Apple! Qualcomm News! - They are in the game now - seems that Qualcomm now has the goods to compete with AMD and NVDA - Stock up 15% on this news (AMD and NVDA unfazed) - Qualcomm's data center chips are based on the AI parts in Qualcomm's smartphone chips called Hexagon neural processing units, or NPUs. - Nearly $6.7 trillion in capital expenditures will be spent on data centers through 2030, with the majority going to systems based around AI chips, according to a McKinsey estimate. (3% of of annual GDP for the ext 5 years) Why Not Intel? - The U.S. has formed a $1 billion partnership with Advanced Micro Devices  to construct two supercomputers that will tackle large scientific problems ranging from nuclear power to cancer treatments to national security, Energy Secretary Chris Wright and AMD CEO Lisa Su told Reuters. - The U.S. is building the two machines to ensure the country has enough supercomputers to run increasingly complex experiments that require harnessing enormous amounts of data-crunching capability. The machines can accelerate the process of making scientific discoveries in areas the U.S. is focused on. NVDA Spending Spree - Massive announcements today and $1billion stake in Nokia - Nokia announced on Tuesday that Nvidia is taking a $1 billion stake in the networking company, the latest partnership for the artificial intelligence chipmaker. - Shares of Nokia soared 26% higher following the news.

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

Market Mondays

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


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

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

Business Casual

Play Episode Listen Later Oct 28, 2025 27:38


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

This Week in Machine Learning & Artificial Intelligence (AI) Podcast
High-Efficiency Diffusion Models for On-Device Image Generation and Editing with Hung Bui - #753

This Week in Machine Learning & Artificial Intelligence (AI) Podcast

Play Episode Listen Later Oct 28, 2025 52:23


In this episode, Hung Bui, Technology Vice President at Qualcomm, joins us to explore the latest high-efficiency techniques for running generative AI, particularly diffusion models, on-device. We dive deep into the technical challenges of deploying these models, which are powerful but computationally expensive due to their iterative sampling process. Hung details his team's work on SwiftBrush and SwiftEdit, which enable high-quality text-to-image generation and editing in a single inference step. He explains their novel distillation framework, where a multi-step teacher model guides the training of an efficient, single-step student model. We explore the architecture and training, including the use of a secondary 'coach' network that aligns the student's denoising function with the teacher's, allowing the model to bypass the iterative process entirely. Finally, we discuss how these efficiency breakthroughs pave the way for personalized on-device agents and the challenges of running reasoning models with techniques like inference-time scaling under a fixed compute budget. The complete show notes for this episode can be found at  https://twimlai.com/go/753.

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

WSJ What’s News

Play Episode Listen Later Oct 27, 2025 14:15


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

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

Daily Tech News Show

Play Episode Listen Later Oct 27, 2025 27:34


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

WSJ Tech News Briefing
TNB Tech Minute: Qualcomm Launches AI Chips in Challenge to Nvidia

WSJ Tech News Briefing

Play Episode Listen Later Oct 27, 2025 2:28


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

CNBC's
Qualcomm's New Chip… And Opportunities Abroad 10/27/25

CNBC's "Fast Money"

Play Episode Listen Later Oct 27, 2025 43:44


Shares of Qualcomm surging as the chipmaker announces a new AI accelerator chip. How it positions the company in the data center duels, and the semi surge its bringing to the rest of the space. Plus Japan, Argentina, and China all ticking higher as positive trade headlines move markets. Where the traders are looking for the best opportunities abroad, and the international exposure that could boost your portfolio.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.